2024-11-15T08:54:19-06:00 2023-12-31 420714325 RSM US LLP 80 CITY SQUARE BOSTON MA 02129 990PF 2023-11-01 043332966 BRISTOL COUNTY SAVINGS CHARITABLE FOUNDATION INC BRIS 5088285420 35 BROADWAY TAUNTON MA 02780 DENNIS LEAHY TREASURER 5088285420 2024-11-13 1 0 ALEXANDRA ANTONINO P01293015 6179129000 2024-11-13 2023 2024-10-15 13:58:12Z X 20395475 X X 90289 90289 228841 1539666 228841 96 96 319226 319226 0 0 0 0 0 0 72000 72000 72000 0 72000 247226 319226 89738 90342 90342 717497 910676 910676 30000 380161 392784 392784 11707384 13471585 13471585 3544095 3429757 3429757 1613002 2100331 2100331 18081877 20395475 20395475 0 0 X 0 0 0 0 18081877 20395475 18081877 20395475 18081877 20395475 18081877 247226 2066372 20395475 0 20395475 PUBLICLY TRADED SECURITITES LONG TERM 1236296 997270 239026 239026 PUBLICLY TRADED SECURITITES SHORT TERM 303370 313555 -10185 -10185 228841 4437 0 4437 0 4437 8115 0 0 0 8115 0 3678 3678 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A DENNIS LEAHY 5088285317 35 BROADWAY TAUNTON MA 02780 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 E DENNIS KELLY JR C/O BCSB 35 BROADWAY TAUNTON MA 02780 CHAIRMAN 1.00 0 0 0 PATRICK J MURRAY JR C/O BCSB 35 BROADWAY TAUNTON MA 02780 PRESIDENT 1.00 0 0 0 DENNIS F LEAHY C/O BCSB 35 BROADWAY TAUNTON MA 02780 TREASURER 1.00 0 0 0 MICHELE L ROBERTS C/O BCSB 35 BROADWAY TAUNTON MA 02780 CLERK 1.00 0 0 0 CHARLES W CEDERBERG C/O BCSB 35 BROADWAY TAUNTON MA 02780 TRUSTEE 1.00 0 0 0 MAUREEN CODY C/O BCSB 35 BROADWAY TAUNTON MA 02780 TRUSTEE 1.00 0 0 0 CHERYL GOUVEIA C/O BCSB 35 BROADWAY TAUNTON MA 02780 TRUSTEE 1.00 0 0 0 ED HURLEY C/O BCSB 35 BROADWAY TAUNTON MA 02781 TRUSTEE 2.00 0 0 0 RUSSEL F MARTORANA C/O BCSB 35 BROADWAY TAUNTON MA 02780 TRUSTEE 1.00 0 0 0 JEANNE QUINN C/O BCSB 35 BROADWAY TAUNTON MA 02780 TRUSTEE 1.00 0 0 0 LOUIS M RICCIARDI C/O BCSB 35 BROADWAY TAUNTON MA 02780 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 17347834 200778 0 17548612 0 0 17548612 263229 17285383 144437 144437 4437 4437 140000 0 140000 0 140000 72000 0 72000 140000 0 0 1374490 1485340 1241749 1392894 1505783 7000256 72000 0 0 0 72000 0 68000 68000 6932256 0 0 0 0 0 0 1306490 5625766 1485340 1241749 1392894 1505783 MICHELE ROBERTS CLERK 29 BROADWAY 2ND FLOOR TAUNTON MA 02780 5088285393 APPLICATIONS AVAILABLE AT ABOVE ADDRESS SEE APPLICATIONS FOR VARIOUS DEADLINES ONLY TAX EXEMPT ORGANIZATIONS THAT ARE RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS BEING DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE OPERATED EXCLUSIVELY FOR CHARITABLE PURPOSES AND ARE LOCATED IN THE GREATER ATTLEBORO-TAUNTON AREA. TRUE DIVERSITY INC 140R FREMONT ST TAUNTON MA 027800000 501(C)3 CIVIC & COMMUNITY 10000 OLD COLONY YOUNG MENS CHRISTIAN ASSOCIATION INC 320 MAIN STREET BROCKTON MA 023015340 501(C)3 HEALTH/HUMAN SERVICES 10000 COMMUNITY DEVELOPMENT FOR ATTLEBORO INC 77 PARK ST ATTLEBORO MA 027032334 501(C)3 CIVIC & COMMUNITY 15000 BOOKS ARE WINGS 1005 MAIN ST UNIT 711B PAWTUCKET RI 028607803 501(C)3 EDUCATION 2500 RHODE ISLAND DEVELOPMENTAL DISABILITIES COUNCIL 400 BALD HILL RD STE 515 WARWICK RI 028861692 501(C)3 OTHER 2000 NEW BEDFORD FESTIVAL THEATRE INC PO BOX 4095 NEW BEDFORD MA 027414095 501(C)3 ARTS & CULTURE 1500 UNITED WAY OF GREATER FALL RIVER INC 30 BEDFORD ST FALL RIVER MA 027203002 501(C)3 HEALTH/HUMAN SERVICES 1000 NEW BEDFORD CHAMBER FOUNDATION INC 227 UNION ST LBBY 2 NEW BEDFORD MA 027405950 501(C)3 CIVIC & COMMUNITY 30000 72000 0 14 90289 18 228841 OTHER INCOME 900099 01 96 0 319226 0 319226 0 0 0 0 0 0 0 0 0 0 BANK OF NY 3.0000% DUE 2/24/2025 48901 48901 BANK OF NY 3.4000% DUE 1/29/2028 43758 43758 BARCLAYS BANK PLC NTS 3.7500% DUE 5/15/2024 198406 198406 BERKSHIRE HATHAWAY INC 3.1250% DUE 3/15/2026 97237 97237 BRISTOL-MYERS SQUIBB COMP 3.2000% DUE 6/15/2026 194056 194056 CME GROUP INC 3.7500% DUE 6/15/2028 97803 97803 CHEVRON CORP 3.3260% DUE 11/17/2025 97890 97890 COMMONWEALTH EDISON COMP 1ST MTG 3.1000% DUE 11/1/2024 49094 49094 DUKE ENERGY CAROLINA LLC 3.9500% DUE 11/15/2028 63978 63978 DUKE ENERGY FLORIDA LLC 3.8000% DUE 7/15/2028 31053 31053 ETERGY ARKANSAS INC 3.5000% DUE 4/1/2026 194290 194290 FLORIDA POWER & LIGHT COMP 3.1250% DUE 12/1/2025 14580 14580 GLAXOSMITHKLINE CAPITAL 3.0000% DUE 6/1/2024 49487 49487 GULF POWER COMPANY 3.3000% DUE 5/30/2027 95800 95800 NORTHERN TRUST CORP 3.9500% DUE 10/30/2025 225996 225996 NSTAR ELECTRIV COMPANY 3.2000% DUE 5/15/2027 144468 144468 PNC BANK NATIONAL ASSOCIATION PITTSBURGH 3.1000% DUE 10/25/2027 243090 243090 PNC BANK NATIONAL ASSOCIATION PITTSBURGH 3.2500% DUE 6/1/2025 234463 234463 PACIFICORP 3.3500% DUE 7/1/2025 46685 46685 PRAXAIR INC 3.2000% DUE 1/30/2026 97151 97151 QUALCOMM INC 3.2500% DUE 5/20/2027 48401 48401 THE CHARLES SCHWAB CORP 3.4500% DUE 2/13/2026 193778 193778 THE CHARLES SCHWAB CORP 3.3000% DUE 4/1/2027 71356 71356 SOUTHERN CALIFORNIA GAS COMPANY 3.1500% DUE 9/15/2024 98522 98522 STATE STREET CORP 3.3000% DUE 12/16/2024 98382 98382 SUNTRUST BANK 3.2000% DUE 4/1/2024 63578 63578 TOYOTA MOTOR CREDIT CORP 3.0000% DUE 4/1/2025 97755 97755 US BANCORP 3.1000% 95828 95828 US BANCORP 3.6000% DUE 9/11/2024 197472 197472 VISA INC 3.1500% DUE 12/14/2025 27319 27319 WESTPAC BANKING CORP 3.3500% DUE 3/8/2027 120558 120558 WESTPAC BANKING CORP 2.3500% DUE 2/19/2025 48622 48622 ABB LIMITED SPONSORED ADR 374560 374560 ABBOTT LABS 347491 347491 ADOBE INCORPORATED 351994 351994 ACCENTURE PLC IRELAND SHS CLASS A 342617 342617 ALPHABET INC 391363 391363 AMAZON COM 343232 343232 AMETEK INC 381061 381061 ANSYS INC 346550 346550 APPLE INC 436034 436034 AUTODESK INC 320907 320907 BECTON DICKINSON & COMPANY 333316 333316 BLACKROCK INC 445159 445159 BROADCOM INC 397971 397971 CHEVERON CORPORATION NEW 375068 375068 CHURCH & DWIGHT COMPANY INC 402593 402593 DANAHER CORP 337961 337961 EATON CORPORATION PLC 374716 374716 FREEPORT-MCMORAN INC CLASS B 329705 329705 GALLAGHER ARTHUR J & COMPANY 356827 356827 LINDE PLC SHS 287055 287055 MCDONALDS CORP 382289 382289 MICROSOFT CORP 462027 462027 NETFLIX INC 330105 330105 PALO ALTO NETWORKS INCORPORATED 386293 386293 PESPSICO INC 363513 363513 QUANTA SVCS INC 420264 420264 ROCKWELL AUTOMATION INC 331236 331236 ROPER TECHNOLOGIES INC 334109 334109 SALESFORCE.COM INC 378132 378132 SCHWAB CHARLES CORPORATION 351843 351843 SERVICENOW INC 342648 342648 SHERWIN WILLIAMS CO 409871 409871 TJX COMPANIES 377585 377585 T-MOBILE US INC 311524 311524 TETRA TECH INC 291936 291936 THERMO FISHER SCIENTIFIC INC 350771 350771 VISA INC COM CLASS A 371259 371259 392784 392784 0 0 PROLOGIS INC REIT FMV 432825 432825 ISHARES TR RUSSELL 2000 FMV 813076 813076 ISHARES TR CORE MSCI EAFE FMV 754433 754433 GOLDMAN SACHS BANK USA- CD FMV 99997 99997 OTHER INCOME 96 96 96 UNREALIZED FAS 115 GAIN 2066372