Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
SALEM FIVE CHARITABLE FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address) 210 ESSEX STREET
  Room/suite
City or town
SALEM
State or province
MA
Country  
ZIP or foreign postal code
01970
A Employer identification number

04-3342405
B Telephone number (see instructions)

9787455555
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$24,128,457J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 65,450
2 Check .................
3 Interest on savings and temporary cash investments 48,174 48,174  
4 Dividends and interest from securities... 381,434 380,697  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,869,593
b Gross sales price for all assets on line 6a 4,583,663
7 Capital gain net income (from Part IV, line 2)... 1,979,202
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 2,364,651 2,408,073  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,950 0   2,950
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
85,153 85,153   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
13,200 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
93 0   93
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 101,396 85,153   3,043
25 Contributions, gifts, grants paid....... 1,077,366 1,077,366
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,178,762 85,153   1,080,409
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,185,889
b Net investment income (if negative, enter -0-) 2,322,920
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 72,394 75,179 75,179
2 Savings and temporary cash investments......... 1,006,113 1,136,412 1,136,412
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,829,807 Click to see attachment
List of Attached Documents:
// Content
3,652,961 		3,705,290
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 10,310,388 Click to see attachment
List of Attached Documents:
// Content
11,542,622 		19,167,838
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
46,321 		Click to see attachment
List of Attached Documents:
// Content
43,738 		Click to see attachment
List of Attached Documents:
// Content
43,738
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 15,265,023 16,450,912 24,128,457
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 15,265,023 16,450,912
29 Total net assets or fund balances (see instructions)..... 15,265,023 16,450,912
30 Total liabilities and net assets/fund balances (see instructions). 15,265,023 16,450,912
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
15,265,023
2
Enter amount from Part I, line 27a .....................
2
1,185,889
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
16,450,912
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
16,450,912
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a ADVANCED MICRO P 2020-10-21 2025-12-18
b ADVANCED MICRO P 2020-12-08 2025-12-18
c ADVANCED MICRO P 2023-09-28 2025-12-18
d ALPHABET CL P 2015-10-05 2025-02-20
e ALPHABET CL P 2015-10-30 2025-02-20
ALPHABET CL P 2015-10-30 2025-12-18
ALPHABET CL P 2016-10-26 2025-12-18
ALPHABET CL P 2015-12-17 2025-12-18
AMAZON.COM D 2018-12-07 2025-02-20
APPLE INC D 2019-10-28 2025-02-20
BOSTON SCIENTIFIC P 2020-12-08 2025-02-20
BROADCOM D 2023-09-22 2025-12-18
CME GROUP P 2021-06-18 2025-07-18
GOLDMAN SACHS P 2015-12-17 2025-02-20
GOLDMAN SACHS P 2016-01-29 2025-02-20
GOLDMAN SACHS P 2013-08-19 2025-02-20
GOLDMAN SACHS P 2017-12-26 2025-02-20
GOLDMAN SACHS P 2020-12-08 2025-02-20
JOHNSON & JOHNSON P 2017-07-31 2025-02-20
JOHNSON & JOHNSON P 2016-09-29 2025-02-20
JOHNSON & JOHNSON P 2017-12-26 2025-02-20
JP MORGAN CHASE P 2013-09-01 2025-02-20
JP MORGAN CHASE P 2015-12-17 2025-02-20
JP MORGAN CHASE P 2016-01-29 2025-02-20
JP MORGAN CHASE P 2013-10-30 2025-02-20
JP MORGAN CHASE P 2012-12-24 2025-02-20
JP MORGAN CHASE P 2016-10-26 2025-02-20
MARSH & MCLENNAN COMP P 2021-09-02 2025-12-18
MARSH & MCLENNAN COMP P 2025-07-18 2025-12-18
MERCK & CO INC P 2021-06-03 2025-02-20
MERCK & CO INC P 2021-06-03 2025-09-18
MERCK & CO INC P 2023-09-28 2025-09-18
NIKE INC P 2021-05-21 2025-07-18
NIKE INC P 2023-09-28 2025-07-18
NOVO NORDISK P 2024-06-18 2025-09-18
NOVO NORDISK P 2025-02-20 2025-09-18
NOVO NORDISK P 2025-09-18 2001-07-03
OTIS WORLDWIDE CORP P 2020-04-03 2025-12-18
OTIS WORLDWIDE CORP P 2020-04-23 2025-12-18
OTIS WORLDWIDE CORP P 2020-12-08 2025-12-18
OTIS WORLDWIDE CORP P 2021-03-12 2025-12-18
RAYTHEON TECH P 2020-04-03 2025-02-20
RAYTHEON TECH P 2020-04-23 2025-02-20
SOLSTICE ADVANCED INC P 2025-10-30 2025-12-18
TERADYNE INC P 2019-08-23 2025-12-18
TERADYNE INC P 2019-11-04 2025-12-18
TERADYNE INC P 2023-09-28 2025-12-18
TERADYNE INC P 2025-05-30 2025-12-18
UNITED PARCEL SVC P 2016-09-19 2025-03-10
UNITED PARCEL SVC P 2016-09-29 2025-03-10
UNITED PARCEL SVC P 2016-09-19 2025-03-10
UNITED PARCEL SVC P 2016-10-26 2025-03-10
UNITED PARCEL SVC P 2017-07-31 2025-03-10
UNITED PARCEL SVC P 2017-12-26 2025-03-10
UNITED PARCEL SVC P 2020-12-08 2025-03-10
UNITED PARCEL SVC P 2023-09-28 2025-03-10
VISA INC P 2019-11-04 2025-02-20
VISA INC P 2020-09-17 2025-02-20
VISA INC P 2020-12-08 2025-02-20
WAL-MART P 2017-06-27 2025-02-01
WAL-MART P 2017-06-27 2025-02-20
WAL-MART P 2017-06-27 2025-02-20
WAL-MART P 1927-07-31 2025-02-20
WASTE MANAGEMENT P 2023-01-23 2025-02-20
ZOETIS INC D 2023-09-22 2025-12-05
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 137,977   55,877 82,100
b 40,882   18,641 22,241
c 86,874   40,919 45,955
d 9,324   647 8,677
e 83,914   10,577 73,337
104,503   8,226 96,277
179,148   23,898 155,250
14,929   1,847 13,082
153,273   17,450 135,823
122,319   9,458 112,861
105,397   34,075 71,322
163,176   24,574 138,602
175,231   137,957 37,274
36,862   9,619 27,243
14,075   3,269 10,806
6,032   1,475 4,557
90,480   34,744 55,736
4,692   1,668 3,024
78,828   65,977 12,851
4,730   2,727 2,003
14,977   13,457 1,520
88,160   15,277 72,883
86,761   19,834 66,927
13,714   2,804 10,910
27,987   5,233 22,754
25,468   3,996 21,472
4,198   1,023 3,175
174,279   145,663 28,616
42,392   47,318 -4,926
63,655   54,278 9,377
41,174   36,475 4,699
120,092   155,816 -35,724
73,035   132,396 -59,361
44,332   54,943 -10,611
71,774   172,688 -100,914
36,560   51,948 -15,388
32,173   37,967 -5,794
11,111   6,410 4,701
88,885   46,030 42,855
4,000   2,960 1,040
106,662   79,078 27,584
81,733   38,734 42,999
107,464   54,092 53,372
198   181 17
229,506   65,469 164,037
75,248   24,315 50,933
118,139   60,677 57,462
159,902   68,774 91,128
18,126   16,051 2,075
22,960   20,329 2,631
30,210   26,746 3,464
12,084   10,680 1,404
7,855   7,385 470
24,168   23,704 464
81,567   112,437 -30,870
88,576   112,285 -23,709
103,338   52,034 51,304
53,267   30,862 22,405
40,128   24,019 16,109
31,180   7,573 23,607
187,078   45,436 141,642
77,949   18,934 59,015
37,623   9,469 28,154
113,982   75,400 38,582
97,347   109,656 -12,309
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       82,100
b       22,241
c       45,955
d       8,677
e       73,337
      96,277
      155,250
      13,082
      135,823
      112,861
      71,322
      138,602
      37,274
      27,243
      10,806
      4,557
      55,736
      3,024
      12,851
      2,003
      1,520
      72,883
      66,927
      10,910
      22,754
      21,472
      3,175
      28,616
      -4,926
      9,377
      4,699
      -35,724
      -59,361
      -10,611
      -100,914
      -15,388
      -5,794
      4,701
      42,855
      1,040
      27,584
      42,999
      53,372
      17
      164,037
      50,933
      57,462
      91,128
      2,075
      2,631
      3,464
      1,404
      470
      464
      -30,870
      -23,709
      51,304
      22,405
      16,109
      23,607
      141,642
      59,015
      28,154
      38,582
      -12,309
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,979,202
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 32,289
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 32,289
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 32,289
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 19,916
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 19,916
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 12,373
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
MA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofWILLIAM SMITH Telephone no. (978) 720-5308

Located at210 ESSEX STREETSALEMMA ZIP+401970
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
PING YIN CHAI PRESIDENT
1.00 		0 0 0
210 ESSEX STREET
SALEM,MA01970
DONALD A SADOSKI DMD DIRECTOR
1.00 		0 0 0
210 ESSEX STREET
SALEM,MA01970
BRIAN W SHAUGHNESSY CLERK/TREASURER
1.00 		0 0 0
210 ESSEX STREET
SALEM,MA01970
DANIEL E CLASBY DIRECTOR
1.00 		0 0 0
210 ESSEX STREET
SALEM,MA01970
CATHERINE L OATWAY DIRECTOR
1.00 		0 0 0
210 ESSEX STREET
SALEM,MA01970
JOSEPH M GIBBONS DIRECTOR
1.00 		0 0 0
210 ESSEX STREET
SALEM,MA01970
PETER C GOURDEAU DIRECTOR
1.00 		0 0 0
210 ESSEX STREET
SALEM,MA01970
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
CERITY PARTNERS LLC INVESTMENT FEE 85,153
265 FRANKLIN STREET SUITE 2001
BOSTON,MA02110
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................0
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
21,876,263
b
Average of monthly cash balances.......................
1b
63,680
c
Fair market value of all other assets (see instructions)................
1c
45,030
d
Total (add lines 1a, 1b, and 1c).......................
1d
21,984,973
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
21,984,973
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
329,775
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
21,655,198
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
1,082,760
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,082,760
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
32,289
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
32,289
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,050,471
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,050,471
6
Deduction from distributable amount (see instructions) .................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,050,471
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
1,080,409
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,080,409
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 1,050,471
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,080,409
a Applied to 2024, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 1,050,471
e Remaining amount distributed out of corpus 29,938
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 29,938
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		29,938
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 .... 29,938
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
BRIAN W SHAUGHNESSY
210 ESSEX STREET
SALEM,MA01970
(978) 745-5555
bThe form in which applications should be submitted and information and materials they should include:
APPLICATIONS AVAILABLE AT ABOVE ADDRESS
cAny submission deadlines:
SEE APPLICATIONS FOR VARIOUS DEADLINES
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS WILL BE GIVEN TO SOCIAL SERVICE AGENCIES, CULTURAL, EDUCATIONAL, ART, COMMUNITY ECEONOMIC DEVELOPMENT AND OTHER PROGRAMS THAT IMPACT THE NEEDS OF THE SALEM FIVE COMMUNITIES.
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ACORD INC

69 WILLOW ST
SOUTH HAMILTON,MA01982 		NOT RELATED   EXEMPT PURPOSES 3,500

ACTION INC

180 MAIN STREET
GLOUCESTER,MA01930 		NOT RELATED   EXEMPT PURPOSES 5,000

ADVOCATES INC

1881 WORCESTER RD
FRAMINGHAM,MA01701 		NOT RELATED   EXEMPT PURPOSES 2,500

AFSCME COUNCIL 93

8 BEACON ST
BOSTON,MA02108 		NOT RELATED   EXEMPT PURPOSES 4,700

AGESPAN

280 MERRIMACK ST STE 400
LAWRENCE,MA01843 		NOT RELATED   EXEMPT PURPOSES 2,500

ALL CARE HOSPICE

210 MARKET ST
LYNN,MA01901 		NOT RELATED   EXEMPT PURPOSES 8,200

ALS ONE INC

8 INDUSTRIAL WAY
WHITMAN,MA02382 		NOT RELATED   EXEMPT PURPOSES 550

ALZHEIMER'S ASSOCIATION

309 WAVERLEY OAKS RD
WALTHAM,MA02452 		NOT RELATED   EXEMPT PURPOSES 500

AMERICAN CANCER SOCIETY

PO BOX 1120
FRAMINGHAM,MA01701 		NOT RELATED   EXEMPT PURPOSES 1,000

AMERICAN SOCIETY OF SCIENCE ENGINEERING

4 APRIL LANE APT 32
LEXINGTON,MA02421 		NOT RELATED   EXEMPT PURPOSES 1,000

AMRAMPCARES LLC

358 NORTH STREET
RANDOLPH,MA02368 		NOT RELATED   EXEMPT PURPOSES 500

ANCHOR FOOD PANTRY

19 ESSEX AVE
SWAMPSCOTT,MA01970 		NOT RELATED   EXEMPT PURPOSES 5,000

ANDOVER COMMUNITY TRUST

2 DUNDEE PART STE B02A
ANDOVER,MA01810 		NOT RELATED   EXEMPT PURPOSES 1,000

ANGEL FLIGHT NORTHEAST

492 SUTTON ST
NORTH ANDOVER,MA01845 		NOT RELATED   EXEMPT PURPOSES 6,000

ANNA JAQUES HOSPITAL AID ASSOCIATION

25 HIGHLAND AVE
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSES 1,250

ARPEGGIONE ENSEMBLE INC

49 STANDLEY STREET
BEVERLY,MA01915 		NOT RELATED   EXEMPT PURPOSES 450

ASBESTOS WORKERS LOCAL 6

303 FREEPORT STREET
DORCHESTER,MA02122 		NOT RELATED   EXEMPT PURPOSES 2,000

ASIAN AMERICAN CIVIC ASSOCIATION

87 TYLER STREET
BOSTON,MA02111 		NOT RELATED   EXEMPT PURPOSES 2,500

ASIAN COMMUNITY DEVELOPMENT CORP

1 NASSAU ST
BOSTON,MA02111 		NOT RELATED   EXEMPT PURPOSES 860

ASPIRE DEVELOPMENTAL SERVICES INC

176 FRANKLIN ST
LYNN,MA01904 		NOT RELATED   EXEMPT PURPOSES 5,000

AUSTIN PREPARATORY SCHOOL

101 WILLOW ST
READING,MA01867 		NOT RELATED   EXEMPT PURPOSES 3,000

BAMSI

10 CHRISTYS DR
BROCKTON,MA02301 		NOT RELATED   EXEMPT PURPOSES 3,500

BAY COVE HUMAN SERVICES INC

66 CANAL ST
BOSTON,MA02114 		NOT RELATED   EXEMPT PURPOSES 1,500

BEDFORD COMMUNITY TABLE-PANTRY

12 MUDGE WAY
BEDFORD,MA01730 		NOT RELATED   EXEMPT PURPOSES 5,000

BEDFORD ELEMENTARY SCHOOLS

12 NOREEN DR
BEDFORD,MA01730 		NOT RELATED   EXEMPT PURPOSES 500

BERNICE AND PHILIP FRIEZE FUND

101 HUNTINGTON AVE SUITE 1100
BOSTON,MA02199 		NOT RELATED   EXEMPT PURPOSES 500

BEVERLY 400

PO BOX 3060
BEVERLY,MA01915 		NOT RELATED   EXEMPT PURPOSES 5,000

BEVERLY BOOTSTRAPS

35 PARK ST
BEVERLY,MA01915 		NOT RELATED   EXEMPT PURPOSES 12,100

BEVERLY CHILDRENS LEARNING CTR

550 CABOT ST
BEVERLY,MA01915 		NOT RELATED   EXEMPT PURPOSES 1,700

BEVERLY HIGH SCHOOL BASEBALL BOOSTERS

25 YANKEE WAY
BEVERLY,MA01915 		NOT RELATED   EXEMPT PURPOSES 500

BEVERLY HOLIDAY PARADE

1 ROBIN RD
BEVERLY,MA01915 		NOT RELATED   EXEMPT PURPOSES 1,000

BEVERLY HOMECOMING

PO BOX 714
BEVERLY,MA01915 		NOT RELATED   EXEMPT PURPOSES 2,500

BEVERLY MAIN STREETS

248 CABOT ST
BEVERLY,MA01915 		NOT RELATED   EXEMPT PURPOSES 1,000

BEYOND SOCCER

280 MERRIMACK ST STE 323
LAWRENCE,MA01843 		NOT RELATED   EXEMPT PURPOSES 5,000

BILLERICA COMMUNITY PANTRY INC

PO BOX 285
BILLERICA,MA01821 		NOT RELATED   EXEMPT PURPOSES 10,000

BILLERICA HOLIDAY FESTIVAL INC

365 BOSTON ROAD
BILLERICA,MA01821 		NOT RELATED   EXEMPT PURPOSES 1,000

BINA FARM CENTER

207 UNION ST
NATICK,MA01760 		NOT RELATED   EXEMPT PURPOSES 2,000

BIRTHDAY WISHES INC

144 NORTH ROAD SUITE 1100
SUDBURY,MA01776 		NOT RELATED   EXEMPT PURPOSES 1,000

BOSTON BUSINESS MENTORS

15 MARIGOLD AVENUE
WELLESLEY,MA02482 		NOT RELATED   EXEMPT PURPOSES 500

BOSTON CHINATOWN

885 WASHINGTON ST
BOSTON,MA02111 		NOT RELATED   EXEMPT PURPOSES 2,500

BOSTON MEDFLIGHT

150 HANSCOM DRIVE
BEDFORD,MA01730 		NOT RELATED   EXEMPT PURPOSES 5,000

BOSTON URBAN FORUM INC

5 CONGRESS STREET
BOSTON,MA02203 		NOT RELATED   EXEMPT PURPOSES 900

BOURQUE FAMILY FOUNDATION

800 W CUMMINGS PARK STE 3700
WOBURN,MA01801 		NOT RELATED   EXEMPT PURPOSES 6,500

BOYS & GIRLS CLUB

PO BOX 24
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSES 7,000

BOYS & GIRLS CLUB OF GREATER LOWELL

657 MIDDLESEX ST
LOWELL,MA01851 		NOT RELATED   EXEMPT PURPOSES 850

BOYS & GIRLS CLUB OF LYNN

25 NORTH COMMON ST
LYNN,MA01902 		NOT RELATED   EXEMPT PURPOSES 5,250

BOYS AND GIRLS CLUB

19 CAMPBELL RD
BILLERICA,MA01821 		NOT RELATED   EXEMPT PURPOSES 2,000

BOYS AND GIRLS CLUB OF LAWRENCE

136 WATER ST
LAWRENCE,MA01841 		NOT RELATED   EXEMPT PURPOSES 5,000

BOYS AND GIRLS CLUB OF STONEHAM

15 DALE COURT
STONEHAM,MA02180 		NOT RELATED   EXEMPT PURPOSES 5,000

BREAD OF LIFE

214 COMMERCIAL ST STE 209
MALDEN,MA02148 		NOT RELATED   EXEMPT PURPOSES 5,000

BREAKFAST EXCHANGE CLUB

PO BOX 1001
HAVERHILL,MA01831 		NOT RELATED   EXEMPT PURPOSES 500

BRIDGEWELL INC

10 DEARBORN RD
PEABODY,MA01960 		NOT RELATED   EXEMPT PURPOSES 5,000

BRIDGING INDEPENDENT LIVING TOGETHER INC

215 LEXINGTON STREET
WOBURN,MA01801 		NOT RELATED   EXEMPT PURPOSES 3,000

BUILDING A BETTER BEVERLY

191 CABOT ST
BEVERLY,MA01915 		NOT RELATED   EXEMPT PURPOSES 2,000

BUILDING TRADES RECOVERY WEEK INC

100 GROSSMAN DR STE 300
BRAINTREE,MA02184 		NOT RELATED   EXEMPT PURPOSES 2,500

BUTLER FAMILY FOUNDATION

631 NEW PARK AVE
WEST HARTFORD,CT06110 		NOT RELATED   EXEMPT PURPOSES 1,000

CAMBODIAN MUTUAL ASSISTANCE ASSOCIATION OF LOWELL

465 SCHOOL STREET
LOWELL,MA01851 		NOT RELATED   EXEMPT PURPOSES 1,000

CAMBRIDGE SOCIETY FOR EARLY MUSIC

PO BOX 380-336
CAMBRIDGE,MA02238 		NOT RELATED   EXEMPT PURPOSES 750

CAMP CASCO INC

PO BOX 330
SUDBURY,MA01776 		NOT RELATED   EXEMPT PURPOSES 5,000

CARE DIMENSIONS

75 SYLVAN ST STE B-102
DANVERS,MA01923 		NOT RELATED   EXEMPT PURPOSES 1,000

CARPENTERS FOR HOPE CHARITABLE

750 DORCHESTER AVE
BOSTON,MA02125 		NOT RELATED   EXEMPT PURPOSES 5,000

CASA MYRNA

451 BLUE HILL AVE
BOSTON,MA02121 		NOT RELATED   EXEMPT PURPOSES 1,000

CATIE'S CLOSET

19 SCHOOL ST
DRACUT,MA01826 		NOT RELATED   EXEMPT PURPOSES 2,500

CENTERBOARD

16 CITY HALL SQUARE
LYNN,MA01901 		NOT RELATED   EXEMPT PURPOSES 5,500

CHALLENGE UNLIMITED INC

450 LOWELL ST
ANDOVER,MA01810 		NOT RELATED   EXEMPT PURPOSES 2,000

CHELSEA RESTORATION CORPORATION

154 PEARL ST OFFICE 2
CHELSEA,MA02150 		NOT RELATED   EXEMPT PURPOSES 2,500

CHILD & FAMILY SERVICES INC

3057 ACUSHNET AVE
NEW BEDFORD,MA02745 		NOT RELATED   EXEMPT PURPOSES 2,000

CHILDREN'S FREIND & FAMILY SERVICES

110 BOSTON STREET
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSES 5,000

CHINESE AMERICAN ASSOCIATION

PO BOX 453
LEXINGTON,MA02420 		NOT RELATED   EXEMPT PURPOSES 900

CHINESE CULTURE CONNECTION

109 MOUNTAIN AVE 236
MALDEN,MA02148 		NOT RELATED   EXEMPT PURPOSES 1,000

CHRISTIAN COMMUNITY SERVICE

150 HAVERHILL ST
NORTH READING,MA01864 		NOT RELATED   EXEMPT PURPOSES 3,000

CITIZENS INN INC

81 MAIN ST
PEABODY,MA01960 		NOT RELATED   EXEMPT PURPOSES 8,400

COASTLINE ELDERLY SERVICES

863 BELLEVILLE AVE
NEW BEDFORD,MA02745 		NOT RELATED   EXEMPT PURPOSES 2,500

COLLEEN E RITZER MEMORIAL FUND INC

5 DASCOMB RD
ANDOVER,MA01810 		NOT RELATED   EXEMPT PURPOSES 500

COMMODORE BUILDERS

404 WYMAN ST STE 400
WALTHAM,MA02451 		NOT RELATED   EXEMPT PURPOSES 4,180

COMMUNITY ACTION INC

3 WASHINGTON SQUARE
HAVERHILL,MA01830 		NOT RELATED   EXEMPT PURPOSES 1,800

COMMUNITY GIVING TREE

572B MAIN ST
BOXFORD,MA01921 		NOT RELATED   EXEMPT PURPOSES 1,500

COMMUNITY SERVINGS

179 ARMORY ST
JAMAICA PLAIN,MA02130 		NOT RELATED   EXEMPT PURPOSES 3,000

COMMUNITY TEAMWORK INC

155 MERRIMACK ST
LOWELL,MA01852 		NOT RELATED   EXEMPT PURPOSES 2,500

COMPASS PATH INC

5 VISTA DR
DANVERS,MA01923 		NOT RELATED   EXEMPT PURPOSES 500

CONGREGATION OF THE SISTERS OF BOSTON

637 CAMBRIDGE STREET
BOSTON,MA02135 		NOT RELATED   EXEMPT PURPOSES 7,500

CONNECTICUT BUILDING TRADES COUNCIL

3 BAER CIRCLE
EAST HAVEN,CT06512 		NOT RELATED   EXEMPT PURPOSES 500

CONNORS KINDNESS PROJECT

1 PERKINS LANE
LYNNFIELD,MA01940 		NOT RELATED   EXEMPT PURPOSES 5,000

COOPERATIVE FOR HUMAN SERVICES

24 HARTWELL AVE
LEXINGTON,MA02421 		NOT RELATED   EXEMPT PURPOSES 5,000

COUNCIL OF SOCIAL CONCERN

2 MERRIMAC ST
WOBURN,MA01801 		NOT RELATED   EXEMPT PURPOSES 2,500

CRADLES TO CRAYONS

281 NEWTONVILLE AVE
NEWTON,MA02460 		NOT RELATED   EXEMPT PURPOSES 5,000

DANVERS BABE RUTH LEAGUE

PO BOX 2182
DANVERS,MA01923 		NOT RELATED   EXEMPT PURPOSES 400

DANVERS COMMUNITY ACCESS

87 ELM ST
DANVERS,MA01923 		NOT RELATED   EXEMPT PURPOSES 1,000

DANVERS COMMUNITY COUNCIL INC

PO BOX 2076
DANVERS,MA01923 		NOT RELATED   EXEMPT PURPOSES 5,000

DANVERS HISTORICAL SOCIETY

11 PAGE ST
DANVERS,MA01923 		NOT RELATED   EXEMPT PURPOSES 900

DANVERS HOCKEY BOOSTERS

PO BOX 172
DANVERS,MA01923 		NOT RELATED   EXEMPT PURPOSES 500

DANVERS POLICE

120 ASH ST
DANVERS,MA01923 		NOT RELATED   EXEMPT PURPOSES 500

DANVERS ROTARY CLUB

PO BOX 14
DANVERS,MA01923 		NOT RELATED   EXEMPT PURPOSES 1,000

DANVERS YMCA

34 PICKERING ST
DANVERS,MA01923 		NOT RELATED   EXEMPT PURPOSES 10,000

DECA

1908 ASSOCIATION DR
RESTON,VA20191 		NOT RELATED   EXEMPT PURPOSES 500

DREAM BIG

21 HIGHLAND CIRCLE
NEEDHAM,MA02494 		NOT RELATED   EXEMPT PURPOSES 5,000

EAST BOSTON SOCIAL CENTERS INC

68 CENTRAL ST
EAST BOSTON,MA02128 		NOT RELATED   EXEMPT PURPOSES 1,000

ELEMENT CARE PACE

235 WOODLAND NORTH
LYNN,MA01904 		NOT RELATED   EXEMPT PURPOSES 2,600

ELLIS SQUARE FRIENDS

PO BOX 3185
BEVERLY,MA01915 		NOT RELATED   EXEMPT PURPOSES 5,000

EMMAUS

PO BOX 568
HAVERHILL,MA01831 		NOT RELATED   EXEMPT PURPOSES 2,500

ESSEX COUNTY COMMUNITY

175 ANDOVER ST
DANVERS,MA01923 		NOT RELATED   EXEMPT PURPOSES 42,300

ESSEX COUNTY TRAIL ASSOCIATION

PO BOX 358
HAMILTON,MA01936 		NOT RELATED   EXEMPT PURPOSES 1,100

ESSEX NATIONAL HERITAGE

10 FEDERAL ST SUITE 12
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSES 5,000

ESSEX NORTH SHORE AGRICULTURAL

562 MAPLE ST
HATHORNE,MA01937 		NOT RELATED   EXEMPT PURPOSES 1,900

EXPLORERSLLI

10 FEDERAL STREET
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSES 5,000

EXPRESS YOURSELF INC

100 CUMMINGS CENTER STE 165E
BEVERLY,MA01915 		NOT RELATED   EXEMPT PURPOSES 500

FAMILY PROMISE NORTH SHORE

330 RANTOUL ST
BEVERLY,MA01915 		NOT RELATED   EXEMPT PURPOSES 1,500

FAMILY SERVICES OF THE MERRIMACK

430 NORTH CANAL ST
LAWRENCE,MA01840 		NOT RELATED   EXEMPT PURPOSES 1,000

FAMILYAID BOSTON

3815 WASHINGTON STREET
BOSTON,MA02130 		NOT RELATED   EXEMPT PURPOSES 3,500

FARMS PRIDES COMMUNITY ASSOCIATION

14 OAK ST
BEVERLY FARMS,MA01915 		NOT RELATED   EXEMPT PURPOSES 5,000

FIRST CONGREGATIONAL CHURCH

ONE CHURCH ST
STONEHAM,MA02180 		NOT RELATED   EXEMPT PURPOSES 3,000

FOR KIDS ONLY AFTERSCHOOL

11 BARTLETT ROAD
WINTHROP,MA02152 		NOT RELATED   EXEMPT PURPOSES 5,000

FOR KIDS SAKE FOUNDATION

550 KELLEY BLVD
NORTH ATTLEBORO,MA02760 		NOT RELATED   EXEMPT PURPOSES 2,500

FORTALEZA INC

16 JACKSON STREET
LOWELL,MA01852 		NOT RELATED   EXEMPT PURPOSES 550

FOUND IN TRANSLATION

1532B DORCHESTER AVE
DORCHESTER,MA02122 		NOT RELATED   EXEMPT PURPOSES 1,000

FRIENDS OF BEVERLY ANIMALS

PO BOX 3378
BEVERLY,MA01915 		NOT RELATED   EXEMPT PURPOSES 3,000

FRIENDS OF CONCORD CARLISLE HS

PO BOX 421
CONCORD,MA01742 		NOT RELATED   EXEMPT PURPOSES 1,500

FRIENDS OF ENDICOTT PARK INC

57 FOREST ST
DANVERS,MA01923 		NOT RELATED   EXEMPT PURPOSES 1,000

FRIENDS OF NORTHSHORE EDUCATION

112 SOHIER RD
BEVERLY,MA01915 		NOT RELATED   EXEMPT PURPOSES 3,500

FRIENDS OF THE CHILDREN- BOSTON

184 DUDLEY STREET SUITE 100
ROXBURY,MA02119 		NOT RELATED   EXEMPT PURPOSES 5,000

FRIENDS OF THE SALEM COUNCIL ON AGING

5 BROAD STREET
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSES 4,400

GIFTS THAT MATTER INC

32 GREAT POND DR
BOXFORD,MA01921 		NOT RELATED   EXEMPT PURPOSES 3,830

GIRLS INC GREATER LOWELL

220 WORTHEN ST
LOWELL,MA01852 		NOT RELATED   EXEMPT PURPOSES 875

GIRLS INC OF LYNN

50 HIGH ST
LYNN,MA01902 		NOT RELATED   EXEMPT PURPOSES 2,250

GOOD HOPE INC

47 GROVE STREET
LYNNFIELD,MA01940 		NOT RELATED   EXEMPT PURPOSES 5,000

GOODNOW LIBRARY FOUNDATION

21 CONCORD RD
SUDBURY,MA01776 		NOT RELATED   EXEMPT PURPOSES 500

GRATEFUL FRIENDS

129 DODGE STREET LOWER LEVEL
BEVERLY,MA01915 		NOT RELATED   EXEMPT PURPOSES 1,000

GREATER BOSTON STAGE COMPANY

395 MAIN ST
STONEHAM,MA02180 		NOT RELATED   EXEMPT PURPOSES 25,000

GREATER LOWELL COMMUNITY

100 MERRIMACK ST STE 202
LOWELL,MA01852 		NOT RELATED   EXEMPT PURPOSES 2,500

GREATER LYNN BABE RUTH BASEBALL

PO BOX 501
LYNN,MA01905 		NOT RELATED   EXEMPT PURPOSES 500

GREATER LYNN SENIOR SERVICES

8 SILSBEE ST
LYNN,MA01901 		NOT RELATED   EXEMPT PURPOSES 5,000

GREEN BEVERLY

100 CUMMINGS CENTER SUITE 107Q
BEVERLY,MA01915 		NOT RELATED   EXEMPT PURPOSES 1,000

GREGG NEIGHBORHOOD HOUSE ASSOC

85 EXCHANGE ST
LYNN,MA01901 		NOT RELATED   EXEMPT PURPOSES 3,000

HABITAT FOR HUMANITY INTERNATIONAL

68 TADMUCK RD UNIT 1
WESTFORD,MA01886 		NOT RELATED   EXEMPT PURPOSES 2,500

HAMILTON HALL

9 CHESTNUT ST
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSES 1,500

HAMILTON WENHAM FRIENDS

PO BOX 198
HAMILTON,MA01982 		NOT RELATED   EXEMPT PURPOSES 1,000

HAMILTON WENHAM GARDEN CLUB

143 GRAPEVINE RD
WENHAM,MA01984 		NOT RELATED   EXEMPT PURPOSES 1,775

HARBORLIGHT COMMUNITY PARTNERS

PO BOX 507
BEVERLY,MA01915 		NOT RELATED   EXEMPT PURPOSES 4,500

HEALING ABUSE WORKING FOR CHANGE

27 CONGRESS ST
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSES 9,500

HEALTHY STUDENTS - HEALTHY SAUGUS

50 ESSEX ST
SAUGUS,MA01906 		NOT RELATED   EXEMPT PURPOSES 5,000

HIGGINS MIDDLE SCHOOL

85 PERKINS STREET
PEABODY,MA01960 		NOT RELATED   EXEMPT PURPOSES 3,000

HISTORIC SALEM INC

PO BOX 865
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSES 1,300

HOMESTART INC

105 CHAUNCY ST SUITE 502
BOSTON,MA02111 		NOT RELATED   EXEMPT PURPOSES 2,500

HORIZONS FOR HOMELESS CHILDREN

1785 COLUMBUS AVE
ROXBURY,MA02119 		NOT RELATED   EXEMPT PURPOSES 6,000

INCOMPASS HUMAN SERVICES

4 OMNI WAY
CHELMSFORD,MA01824 		NOT RELATED   EXEMPT PURPOSES 2,000

INSPIRE ARTS AND MUSIC INC

PO BOX 51391
BOSTON,MA02205 		NOT RELATED   EXEMPT PURPOSES 900

IPODS FOR WOUNDED VETERANS

4 HEATHER DR
WILMINGTON,MA01887 		NOT RELATED   EXEMPT PURPOSES 3,000

IUOE LOCAL 877 SCHOLARSHIP FUND

89 ACCESS RD UNIT 4
NORWOOD,MA02062 		NOT RELATED   EXEMPT PURPOSES 600

JAMES L MCKEOWN BOYS AND GIRLS

1 CHARLES GARDNER LANE
WOBURN,MA01801 		NOT RELATED   EXEMPT PURPOSES 6,800

JEREMIAH PROGRAM

APPLETON STREET SUITE 201
BOSTON,MA02116 		NOT RELATED   EXEMPT PURPOSES 1,000

JOSEPH N HERMANN YOUTH CENTER

33 JOHNSON ST
NORTH ANDOVER,MA01845 		NOT RELATED   EXEMPT PURPOSES 500

KOWNG KOW CHINESE SCHOOL

87 TYLER STREET
BOSTON,MA02111 		NOT RELATED   EXEMPT PURPOSES 1,000

LA VIDA SCHOLARS

120 MUNROE ST
LYNN,MA01901 		NOT RELATED   EXEMPT PURPOSES 3,000

LABOR ASSISTANCE PROFESSIONALS

25 COLGATE ROAD
ROSLINDALE,MA02131 		NOT RELATED   EXEMPT PURPOSES 3,000

L'ARCHE BOSTON NORTH

53 WINGATE ST 1ST LEVEL
HAVERHILL,MA01832 		NOT RELATED   EXEMPT PURPOSES 2,100

LAST HOPE K9 RESCUE

71 COMMERCIAL STREET 184
BOSTON,MA02109 		NOT RELATED   EXEMPT PURPOSES 500

LAZARUS HOUSE

412 HAMPSHIRE ST
LAWRENCE,MA01841 		NOT RELATED   EXEMPT PURPOSES 10,000

LEO INC

181 UNION ST 209
LYNN,MA01901 		NOT RELATED   EXEMPT PURPOSES 3,800

LEXINGTON HISTORICAL SOCIETY

PO BOX 514
LEXINGTON,MA02420 		NOT RELATED   EXEMPT PURPOSES 2,500

LIFEBRIDGE NORTH SHORE

56 MARGIN ST
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSES 12,000

LIFELINKS INC

4 OMNI WAY
CHELMSFORD,MA01824 		NOT RELATED   EXEMPT PURPOSES 800

LOWELL CATHOLIC HIGH SCHOOL

530 STEVENS ST
LOWELL,MA01851 		NOT RELATED   EXEMPT PURPOSES 3,780

LOWELL GENERAL HOSPITAL

295 VARNUM AVE
LOWELL,MA01854 		NOT RELATED   EXEMPT PURPOSES 1,350

LOWELL ROTARY CLUB CHARITIES INC

PO BOX 219
LOWELL,MA01853 		NOT RELATED   EXEMPT PURPOSES 250

LYNN COMMUNITY HEALTH CENTER

269 UNION ST
LYNN,MA01901 		NOT RELATED   EXEMPT PURPOSES 2,200

LYNN HOME FOR YOUNG WOMAN

144 BROAD ST
LYNN,MA01901 		NOT RELATED   EXEMPT PURPOSES 1,000

LYNN HOUSING AUTHORITY

10 CHURCH ST
LYNN,MA01902 		NOT RELATED   EXEMPT PURPOSES 1,000

LYNN SHELTER ASSOCIATION

91 LIBERTY ST
LYNN,MA01901 		NOT RELATED   EXEMPT PURPOSES 5,000

LYNNFIELD PIONEER FOOTBALL

28 OLDE TOWNE RD
LYNNFIELD,MA01940 		NOT RELATED   EXEMPT PURPOSES 750

LYSOA INC

312A UNION ST
LYNN,MA01901 		NOT RELATED   EXEMPT PURPOSES 3,800

MAKE A WISH FOUNDATION

814 ELM ST STE 300
MANCHESTER,NH03101 		NOT RELATED   EXEMPT PURPOSES 1,360

MALDEN LITTLE LEAGUE BASEBALL

PO BOX 145
MALDEN,MA02148 		NOT RELATED   EXEMPT PURPOSES 500

MALDEN YMCA

99 DARTMOUTH ST
MALDEN,MA02148 		NOT RELATED   EXEMPT PURPOSES 5,000

MARINE CORPS LAW

110 RIVER ST
MIDDLETON,MA01949 		NOT RELATED   EXEMPT PURPOSES 1,000

MASSACHUSETTS AFFORDABLE HOUSING

1803 DORCHESTER AVE
DORCHESTER,MA02124 		NOT RELATED   EXEMPT PURPOSES 2,420

MASSACHUSETTS BANKERS ASSOCIATION

ONE WASHINGTON MALL 8TH FLOOR
BOSTON,MA02108 		NOT RELATED   EXEMPT PURPOSES 2,500

MASSACHUSETTS CHILDRENS ALLIANCE

11 BEACON ST SUITE 321
BOSTON,MA02108 		NOT RELATED   EXEMPT PURPOSES 500

MASSACHUSETTS COALITION FOR THE THE HOMELESS INC

73 BUFFUM ST
LYNN,MA01902 		NOT RELATED   EXEMPT PURPOSES 5,000

MASSACHUSETTS GENERAL HOSPITAL

125 NASHUA ST STE 540
BOSTON,MA02114 		NOT RELATED   EXEMPT PURPOSES 300

MASSACHUSETTS SENIOR ACTION

37 CANAL ST APT 3
LYNN,MA01905 		NOT RELATED   EXEMPT PURPOSES 3,500

MEDFORD RECREATIONAL HOCKEY

PO BOX 231
MEDFORD,MA02155 		NOT RELATED   EXEMPT PURPOSES 1,500

MERRIMACK VALLEY FOOD BANK

735 BROADWAY ST
LOWELL,MA01854 		NOT RELATED   EXEMPT PURPOSES 7,000

MERRIMACK VALLEY HOUSING

PO BOX 1042
LOWELL,MA01853 		NOT RELATED   EXEMPT PURPOSES 2,500

MERRIMACK VALLEY IMMIGRANT

439 SOUTH UNION ST
LAWRENCE,MA01843 		NOT RELATED   EXEMPT PURPOSES 2,000

MERRIMACK VALLEY YMCA

165 HAVERHILL ST
ANDOVER,MA01810 		NOT RELATED   EXEMPT PURPOSES 6,000

MIDDLESEX HUMAN SERVICE AGENCY INC

50 PROSPECT STREET SUITE 3
WALTHAM,MA02453 		NOT RELATED   EXEMPT PURPOSES 3,000

MIDDLETON COUNCIL ON AGING FRIENDS

38 MAPLE STREET
MIDDLETON,MA01949 		NOT RELATED   EXEMPT PURPOSES 5,000

MIDDLETON TURKEY TROT

9 TOWNE RD
MIDDLETON,MA01946 		NOT RELATED   EXEMPT PURPOSES 500

MILL CITY GROWS

650 SUFFOLK STREET
LOWELL,MA01854 		NOT RELATED   EXEMPT PURPOSES 1,000

MINUTEMAN SENIOR SERVICES

1 BURLINGTON WOODS DR STE 101
BURLINGTON,MA01830 		NOT RELATED   EXEMPT PURPOSES 1,000

MISSION OF DEEDS INC

6 CHAPIN AVE
READING,MA01867 		NOT RELATED   EXEMPT PURPOSES 4,700

MISSIONSAFE

PO BOX 201060
ROXBURY,MA02119 		NOT RELATED   EXEMPT PURPOSES 6,706

MMTRANT FOUNDATION

7 GOULD ST
STONEHAM,MA02180 		NOT RELATED   EXEMPT PURPOSES 1,000

MONTROSE FOUNDATION INC

29 NORTH ST
MEDFIELD,MA02052 		NOT RELATED   EXEMPT PURPOSES 3,000

MUTT SOCIETY CORP

44 OLD ROCKINGHAM ROAD
SALEM,NH03079 		NOT RELATED   EXEMPT PURPOSES 2,500

MY BROTHER'S TABLE

98 WILLOW ST
LYNN,MA01901 		NOT RELATED   EXEMPT PURPOSES 10,000

MYSTIC VALLEY ELDER SERVICES

300 COMMERCIAL ST 19
MALDEN,MA02148 		NOT RELATED   EXEMPT PURPOSES 1,000

NEEDHAM COMMUNITY COUNCIL

570 HILLSIDE AVE
NEEDHAM,MA02494 		NOT RELATED   EXEMPT PURPOSES 5,000

NEIGHBORHOOD OF AFFORDABLE HOUSING INC

143 BORDER STREET
EAST BOSTON,MA02128 		NOT RELATED   EXEMPT PURPOSES 1,750

NEIGHBORS IN NEED

PO BOX 447
LAWRENCE,MA01842 		NOT RELATED   EXEMPT PURPOSES 2,400

NEIGHBORWORKS HOUSING SOLUTIONS

422 WASHINGTON ST
QUINCY,MA02169 		NOT RELATED   EXEMPT PURPOSES 5,800

NEW ENGLAND EQUINE RESCUE

52 ASH STREET
WEST NEWBURY,MA01985 		NOT RELATED   EXEMPT PURPOSES 3,000

NEWBURYPORT CHORAL SOCIETY

PO BOX 92
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSES 1,000

NEWBURYPORT PIONEER LEAGUE

PO BOX 232
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSES 500

NORTH ANDOVER ATHLETIC ASSOC

PO BOX 875
NORTH ANDOVER,MA01845 		NOT RELATED   EXEMPT PURPOSES 1,000

NORTH ANDOVER BOOSTER CLUB

PO BOX 233
NORTH ANDOVER,MA01845 		NOT RELATED   EXEMPT PURPOSES 2,000

NORTH OF BOSTON CANCER RESOURCE

13 BOYD DRIVE
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSES 5,000

NORTH SHORE COMMUNITY

96 LAFAYETTE ST
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSES 11,150

NORTH SHORE COMMUNITY COLLEGE

ONE FERNCROFT RD
DANVERS,MA01923 		NOT RELATED   EXEMPT PURPOSES 6,780

NORTH SHORE CONCERT BAND

PO BOX 4292
PEABODY,MA01960 		NOT RELATED   EXEMPT PURPOSES 1,000

NORTH SHORE JUNETEENTH ASSOCIATION

99 EUTAW AVE
LYNN,MA01902 		NOT RELATED   EXEMPT PURPOSES 1,000

NORTH SHORE LATINO BUSINESS ASSOC

33 SUTTON ST
LYNN,MA01901 		NOT RELATED   EXEMPT PURPOSES 200

NORTH SHORE WOMEN IN BUSINESS

PO BOX 103
DANVERS,MA01923 		NOT RELATED   EXEMPT PURPOSES 500

NORTHEAST ANIMAL SHELTER

347 HIGHLAND AVE
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSES 3,000

NORTHEAST ARC

1 SOUTHSIDE RD
DANVERS,MA01923 		NOT RELATED   EXEMPT PURPOSES 5,300

NORTHERN ESSEX COMMUNITY

45 FRANKLIN ST
LAWRENCE,MA01840 		NOT RELATED   EXEMPT PURPOSES 5,000

NOURISHING THE NORTH SHORE

PO BOX 1118
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSES 1,000

NUPATH INC

147 NEW BOSTON ST
WOBURN,MA01801 		NOT RELATED   EXEMPT PURPOSES 5,000

ON THE MOVE INC

3 MCALLISTER WAY
METHUEN,MA01844 		NOT RELATED   EXEMPT PURPOSES 500

ONE LIFE AT A TIME INC

100 GROSSMAN DR SUITE 305
BRAINTREE,MA02184 		NOT RELATED   EXEMPT PURPOSES 2,000

ONE TREE PLANTED INC

145 PINE HAVEN RD 1000D
SHELBURNE,VT05482 		NOT RELATED   EXEMPT PURPOSES 1,000

OPEN DOORCAPE ANN FOOD PANTRY

28 EMERSON AVE
GLOUCESTER,MA01930 		NOT RELATED   EXEMPT PURPOSES 2,200

OPPORTUNITIES FOR INCLUSION

56 CHESTNUT ST
WALTHAM,MA02453 		NOT RELATED   EXEMPT PURPOSES 2,400

PATHWAYS FOR CHILDREN INC

29 EMERSON AVE
GLOUCESTER,MA01930 		NOT RELATED   EXEMPT PURPOSES 4,800

PAUL TRACY 16 MEMORIAL FOUNDATION

43 CRESTVIEW RD
WALTHAM,MA02451 		NOT RELATED   EXEMPT PURPOSES 250

PEABODY CULTURAL COLLABORATIVE

22 FOSTER ST
PEABODY,MA01960 		NOT RELATED   EXEMPT PURPOSES 5,000

PEABODY ESSEX MUSEUM

161 ESSEX ST
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSES 30,000

PEOPLE HELPING PEOPLE INC

21 MURRAY AVE
BURLINGTON,MA01803 		NOT RELATED   EXEMPT PURPOSES 10,000

PETER FRATES FAMILY FOUNDATION

37 SCHOOL ST
BEVERLY,MA01915 		NOT RELATED   EXEMPT PURPOSES 2,000

PILLINGS POND FOUNDATION

30 MAYWOOD RD
LYNNFIELD,MA01940 		NOT RELATED   EXEMPT PURPOSES 275

PLAY FOR PINK INC

161 SOUTH MAIN ST STE 300
MIDDLETON,MA01949 		NOT RELATED   EXEMPT PURPOSES 700

PLUMBERS LOCAL #12

1240 MASSACHUSETTS AVE
BOSTON,MA02125 		NOT RELATED   EXEMPT PURPOSES 1,000

PLUMMER YOUTH PROMISE

37 WINTER ISLAND RD
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSES 5,000

PLYMOUTH TASKFORCE TO END

PO BOX 3896
PLYMOUTH,MA02361 		NOT RELATED   EXEMPT PURPOSES 3,500

POWER FORWARD INC

3 WEBSTER STREET PMB465
MARSHFIELD,MA02050 		NOT RELATED   EXEMPT PURPOSES 1,000

PROJECT BREAD

145 BORDER ST
EAST BOSTON,MA02128 		NOT RELATED   EXEMPT PURPOSES 2,000

PROPRIETORS OF THE SALEM ATHENAEUM

337 ESSEX ST
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSES 5,000

RCAP SOLUTIONS

191 MAY ST
WORCESTER,MA01602 		NOT RELATED   EXEMPT PURPOSES 2,500

READING ENGINEERING TEAMS INC

PO BOX 81
READING,MA01867 		NOT RELATED   EXEMPT PURPOSES 500

READING FOOD PANTRY

6 SALEM ST
READING,MA01867 		NOT RELATED   EXEMPT PURPOSES 3,000

READING POP WARNER

PO BOX 154
READING,MA01867 		NOT RELATED   EXEMPT PURPOSES 500

READING ROTARY CHARITABLE TRUST

PO BOX 61
READING,MA01867 		NOT RELATED   EXEMPT PURPOSES 2,500

READING SCHOLARSHIP FOUNDATION INC

PO BOX 492
READING,MA01887 		NOT RELATED   EXEMPT PURPOSES 850

RECREATIONAL ADULT RESOURCE

295 HIGH STREET
LOWELL,MA01852 		NOT RELATED   EXEMPT PURPOSES 3,000

RICHARD J WOLNIK FOUNDATION

170 OLYMPIC LANE
NORTH ANDOVER,MA01845 		NOT RELATED   EXEMPT PURPOSES 500

ROBBINS CHILDRENS PROGRAMS

803 N MAIN STREET
ATTLEBORO,MA02703 		NOT RELATED   EXEMPT PURPOSES 2,500

ROOT NS INC

35 CONGRESS ST STE 2350
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSES 5,000

ROSIE'S PLACE

889 HARRISON AVE
BOSTON,MA02118 		NOT RELATED   EXEMPT PURPOSES 1,000

ROTARY CLUB OF BEVERLY

PO BOX 201
BEVERLY,MA01915 		NOT RELATED   EXEMPT PURPOSES 550

ROTARY CLUB OF LYNNFIELD

PO BOX 216
LYNNFIELD,MA01940 		NOT RELATED   EXEMPT PURPOSES 1,000

ROTARY CLUB OF MARBLEHEAD HARBOR

PO BOX 941
MARBLEHEAD,MA01945 		NOT RELATED   EXEMPT PURPOSES 300

ROTARY CLUB OF SALEM

18 WASHINGTON SQUARE
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSES 2,100

ROTARY CLUB OF WILMINGTON

PO BOX 503
WILMINGTON,MA01887 		NOT RELATED   EXEMPT PURPOSES 1,000

ROWLEY FOOD PANTRY

153 MAIN STREET
ROWLEY,MA01969 		NOT RELATED   EXEMPT PURPOSES 5,000

SAINT PETERS PARISH

10 MEMORIAL DR
PLYMOUTH,MA02360 		NOT RELATED   EXEMPT PURPOSES 3,000

SALEM CHILDREN'S CHARITY

1 FREDERICK ST
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSES 1,000

SALEM COMMUNITY ARTS CENTER

35 CONGRESS ST STE 305
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSES 1,000

SALEM COMMUNITY CHILD CARE INC

90 CONGRESS ST
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSES 300

SALEM HOSPITAL

81 HIGHLAND AVE
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSES 5,000

SALEM MAIN STREET

265 ESSEX ST STE 3400
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSES 2,000

SALEM POLICE WORKING DOG FOUNDATION

93 WASHINGTON ST ROOM 4
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSES 500

SALEM SOUND COASTWATCH

12 FEDERAL ST
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSES 1,000

SALEM STATE UNIVERSITY

352 LAFAYETTE ST
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSES 7,500

SALEM SWAMPSCOTT YOUTH HOCKEY

PO BOX 282
SWAMPSCOTT,MA01970 		NOT RELATED   EXEMPT PURPOSES 300

SCIENCE FROM SCIENTISTS

16 TOWER OFFICE PARK
WOBURN,MA01801 		NOT RELATED   EXEMPT PURPOSES 5,000

SEAGLASS VILLAGE

40 MONUMENT AVENUE
SWAMPSCOTT,MA01907 		NOT RELATED   EXEMPT PURPOSES 500

SELC PTO

149 FRANKLIN STREET
STONEHAM,MA02180 		NOT RELATED   EXEMPT PURPOSES 500

SENIOR CARE INC

49 BLACKBURN CTR
GLOUCESTER,MA01930 		NOT RELATED   EXEMPT PURPOSES 3,000

SMILE MASS

66 DUDLEY RD
SUDBURY,MA01776 		NOT RELATED   EXEMPT PURPOSES 700

SOCCER UNITY PROJECT

PO BOX 180833
BOSTON,MA02118 		NOT RELATED   EXEMPT PURPOSES 500

SOUTH COVE MANOR NURSING

288 WASHINGTON STREET
QUINCY,MA02169 		NOT RELATED   EXEMPT PURPOSES 5,000

SOUTH SCHOOL STONEHAM PTO

11 SUMMER STREET
STONEHAM,MA02180 		NOT RELATED   EXEMPT PURPOSES 1,000

SOUTH SHORE HABITAT FOR HUMANITY

77 ACCORD PARK UNIT D7
NORWELL,MA02061 		NOT RELATED   EXEMPT PURPOSES 5,000

SPECIAL NEEDS ARTS PROGRAMS

PO BOX 598
LEXINGTON,MA02420 		NOT RELATED   EXEMPT PURPOSES 1,000

SPECIAL OLYMPICS MASSACHUSETTS

512 FOREST ST
MARLBOROUGH,MA01752 		NOT RELATED   EXEMPT PURPOSES 1,000

SPOONFULS

189 WELLS AVENUE SUITE 100
NEWTON,MA02459 		NOT RELATED   EXEMPT PURPOSES 2,100

ST JOHN'S PREPARATORY SCHOOL

72 SPRING ST
DANVERS,MA01923 		NOT RELATED   EXEMPT PURPOSES 4,655

ST PATRICK SCHOOL AND EDUCATION CENTER

311 ADAMS STREET
LOWELL,MA01854 		NOT RELATED   EXEMPT PURPOSES 1,000

ST PAULS SOUP KITCHEN

273 SUMMER STREET
LOWELL,MA01852 		NOT RELATED   EXEMPT PURPOSES 5,000

STONEHAM BUSINESS & COMMUNITY

PO BOX 408
STONEHAM,MA02180 		NOT RELATED   EXEMPT PURPOSES 500

STONEHAM COMMUNITY DEVELOPMENT

200F MAIN ST
STONEHAM,MA02180 		NOT RELATED   EXEMPT PURPOSES 5,500

STRONGWATER FARM THERAPEUTIC

PO BOX 754
TEWKSBURY,MA01876 		NOT RELATED   EXEMPT PURPOSES 1,000

SUDBURY COMMUNITY FOOD PANTRY

160 CONCORD RD
SUDBURY,MA01776 		NOT RELATED   EXEMPT PURPOSES 10,000

SUPPORTING SINGLE PARENTS

PO BOX 130
READING,MA01867 		NOT RELATED   EXEMPT PURPOSES 3,000

SWEET PAWS RESCUE

310 MAIN STREET
GROVELAND,MA01834 		NOT RELATED   EXEMPT PURPOSES 5,000

TEWKSBURY COMMUNITY PANTRY

999 WHIPPLE RD
TEWKSBURY,MA01876 		NOT RELATED   EXEMPT PURPOSES 5,000

THE ARC OF THE SOUTH SHORE INC

20 POND PARK ROAD UNIT 113
HINGHAM,MA02043 		NOT RELATED   EXEMPT PURPOSES 5,000

THE BEDFORD ROTARY FOUNDATION

PO BOX 414
BEDFORD,MA04730 		NOT RELATED   EXEMPT PURPOSES 500

THE BOSTON FOUNDATION

75 ARLINGTON STREET FL3
BOSTON,MA02116 		NOT RELATED   EXEMPT PURPOSES 3,000

THE CARROLL CENTER FOR THE BLIND

770 CENTRE STREET
NEWTON,MA02458 		NOT RELATED   EXEMPT PURPOSES 1,000

THE CARROLL SCHOOL

25 BAKER BRIDGE RD
LINCOLN,MA01773 		NOT RELATED   EXEMPT PURPOSES 5,000

THE CHILDRENS CENTER FOR

6 ECHO AVE
BEVERLY,MA01915 		NOT RELATED   EXEMPT PURPOSES 2,600

THE COMMUNITY HOUSE

284 BAY RD
SOUTH HAMILTON,MA01982 		NOT RELATED   EXEMPT PURPOSES 5,000

THE HAVEN PROJECT INC

57 MUNROE ST
LYNN,MA01901 		NOT RELATED   EXEMPT PURPOSES 6,690

THE HOUSE OF THE SEVEN GABLES

115 DERBY ST
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSES 4,340

THE JIMMY FUND

10 BROOKLINE PLACE WEST 6TH FLOOR
BROOKLINE,MA02445 		NOT RELATED   EXEMPT PURPOSES 6,000

THE JOHN ESTRELLA FOUNDATION

3 SEWARD AVE
BEVERLY,MA01915 		NOT RELATED   EXEMPT PURPOSES 250

THE PAN MASS CHALLENGE

77 4TH AVENUE
NEEDHAM HEIGHTS,MA02494 		NOT RELATED   EXEMPT PURPOSES 1,000

THE PROJECT CHILLD FOUNDATION INC

5 CENTENNIAL DR STE 320
PEABODY,MA01960 		NOT RELATED   EXEMPT PURPOSES 1,000

THE REAL PROGRAM

17 ATLANTIC ST
LYNN,MA01902 		NOT RELATED   EXEMPT PURPOSES 800

THE RESOLUTION CENTER

100 CUMMINGS CENTER SUITE 307J
BEVERLY,MA01915 		NOT RELATED   EXEMPT PURPOSES 2,500

THE SALEM PANTRY

PO BOX 295
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSES 7,700

THE SALEM PARTNERSHIP

265 ESSEX ST STE 304
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSES 7,500

THE THOMAS E SMITH FOUNDATION

18 PARTRIDGE LN
LYNNFIELD,MA01940 		NOT RELATED   EXEMPT PURPOSES 4,700

THE WOMAN'S FRIEND SOCIETY

12 HAWTHORNE BLVD
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSES 4,000

TURNING POINT INC

5 PERRY WAY UNIT 8
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSES 5,000

URBAN EDGE HOUSING CORP

1542 COLUMBUS AVE
BOSTON,MA02119 		NOT RELATED   EXEMPT PURPOSES 1,500

VETERAN ENTREPRENEURIAL TRAINING

9 DANFORTH LANE
NORTON,MA02766 		NOT RELATED   EXEMPT PURPOSES 2,000

VETERANS INC

69 GROVE STREET
WORCESTER,MA01605 		NOT RELATED   EXEMPT PURPOSES 3,500

VIETNAM VETERANS WORKSHOP

971 WORCESTER STREET
NATICK,MA01760 		NOT RELATED   EXEMPT PURPOSES 1,000

VILLAGE FOOD HUB

23 CLARK ROAD
ANDOVER,MA01810 		NOT RELATED   EXEMPT PURPOSES 10,000

VNA CARE HOSPICE

120 THOMAS ST
WORCESTER,MA01608 		NOT RELATED   EXEMPT PURPOSES 820

WAKEFIELD COMMUNITY ACCESS TELEVISION

PO BOX 1708
WAKEFIELD,MA01880 		NOT RELATED   EXEMPT PURPOSES 750

WAKEFIELD FOOD PANTRY

467 MAIN STREET
WAKEFIELD,MA01880 		NOT RELATED   EXEMPT PURPOSES 2,500

WEE CARE BURLINGTON INC

10 SAINT MARKS RD
BURLINGTON,MA01803 		NOT RELATED   EXEMPT PURPOSES 5,000

WELLSPRING HOUSE INC

302 ESSEX AVE
GLOUCESTER,MA01930 		NOT RELATED   EXEMPT PURPOSES 3,700

WENHAM MUSEUM

132 MAIN ST
WENHAM,MA01984 		NOT RELATED   EXEMPT PURPOSES 15,000

WEST END HOUSE INC

105 ALLSTON ST
ALLSTON,MA02134 		NOT RELATED   EXEMPT PURPOSES 9,000

WESTAR

51 SUDBURY RD
WESTON,MA02493 		NOT RELATED   EXEMPT PURPOSES 880

WHITTER STREET HEALTH CENTER

1290 TREMONT STREET
ROXBURY,MA02120 		NOT RELATED   EXEMPT PURPOSES 2,500

WILMINGTON BOYS TRAVEL BASKETBALL

24 LIBERTY ST
WILMINGTON,MA01887 		NOT RELATED   EXEMPT PURPOSES 250

WILMINGTON COMMUNITY FUND

142 CHESTNUT STREET
WILMINGTON,MA01887 		NOT RELATED   EXEMPT PURPOSES 5,000

WILMINGTON FARMERS MARKET

4 JACQUITH RD
WILMINGTON,MA01887 		NOT RELATED   EXEMPT PURPOSES 1,500

WILMINGTON HIGH SCHOOL

10 BUCKINGHAM RD
WILMINGTON,MA01887 		NOT RELATED   EXEMPT PURPOSES 250

WILMINGTON LITTLE LEAGUE

23 MOORE ST
WILMINGTON,MA01887 		NOT RELATED   EXEMPT PURPOSES 1,000

WM HURLEY CHAPTER 113

PO BOX 113
BURLINGTON,MA01803 		NOT RELATED   EXEMPT PURPOSES 1,000

WOBURN COMMUNITY EDUCATION

PO BOX 581
WOBURN,MA01801 		NOT RELATED   EXEMPT PURPOSES 3,000

WOBURN HOST LIONS CLUB

PO BOX 81
WOBURN,MA01801 		NOT RELATED   EXEMPT PURPOSES 5,000

WOMEN IN TRANSITION

70 INDUSTRIAL AVENUE EAST
LOWELL,MA01858 		NOT RELATED   EXEMPT PURPOSES 5,000

WORCESTER RAILERS FOUNDATION

105 COMMERCIAL STREET
WORCESTER,MA01608 		NOT RELATED   EXEMPT PURPOSES 5,000

WORLD SERIES PARK COMMITTEE

8 HOLDEN AVE
SAUGUS,MA01906 		NOT RELATED   EXEMPT PURPOSES 900

WYOMA LITTLE LEAGUE

PO BOX 8200
LYNN,MA01904 		NOT RELATED   EXEMPT PURPOSES 4,250

YMCA OF GREATER BOSTON

36 ARTHUR B LORD DR
READING,MA01867 		NOT RELATED   EXEMPT PURPOSES 2,900

YMCA OF METRO NORTH

2 CENTENNIAL DR STE 4A
PEABODY,MA01960 		NOT RELATED   EXEMPT PURPOSES 2,100

YMCA OF THE NORTH SHORE

ONE SEWALL ST
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSES 6,550

YWCA NORTHEASTERN MASSACHUSETTS

38 LAWRENCE ST
LAWRENCE,MA01840 		NOT RELATED   EXEMPT PURPOSES 1,700

YWCA OF NEWBURYPORT

13 MARKET ST
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSES 740
Total ................................. 3a 1,077,366
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 48,174  
4 Dividends and interest from securities ....     14 381,434  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,869,593  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 2,299,201 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,299,201
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
SALEM FIVE CHARITABLE FOUNDATION INC
 
Employer identification number

04-3342405
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 2025) Page 2
Name of organization
SALEM FIVE CHARITABLE FOUNDATION INC
  		Employer identification number
04-3342405
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
SALEM FIVE CENTS SAVINGS BANK
 
210 ESSEX ST
 
SALEM, MA01970

$ 62,950


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
SALEM FIVE CHARITABLE FOUNDATION INC
  		Employer identification number

04-3342405
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
SALEM FIVE CHARITABLE FOUNDATION INC
  		Employer identification number

04-3342405
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2025 AccountingFeesSchedule
Name:
SALEM FIVE CHARITABLE FOUNDATION INC
EIN:
04-3342405
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 2,950 0   2,950

TY 2025 InvestmentsCorpStockSchedule
Name:
SALEM FIVE CHARITABLE FOUNDATION INC
EIN:
04-3342405
Name of Stock End of Year Book Value End of Year Fair Market Value
CORPORATE/MUNICIPAL BONDS 3,652,961 3,705,290

TY 2025 InvestmentsOtherSchedule2
Name:
SALEM FIVE CHARITABLE FOUNDATION INC
EIN:
04-3342405
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
EQUITY FMV 11,542,622 19,167,838

TY 2025 OtherAssetsSchedule
Name:
SALEM FIVE CHARITABLE FOUNDATION INC
EIN:
04-3342405
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
OTHER ASSETS 46,321 43,738 43,738


TY 2025 OtherExpensesSchedule
Name:
SALEM FIVE CHARITABLE FOUNDATION INC
EIN:
04-3342405
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MISCELLANEOUS 93 0   93


TY 2025 OtherProfessionalFeesSchedule
Name:
SALEM FIVE CHARITABLE FOUNDATION INC
EIN:
04-3342405
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADVISORY FEE 85,153 85,153   0


TY 2025 TaxesSchedule
Name:
SALEM FIVE CHARITABLE FOUNDATION INC
EIN:
04-3342405
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 13,200 0   0