2025-09-15T13:06:01-05:00 2025-04-30 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990PF 2024-05-01 043466878 RCB Charitable Foundation Inc RCBC 7819425000 180 Haven Street Reading MA 01867 Carol Houle Treasurer 7819425000 2025-09-11 1 0 Connor Smart P02285543 2078792100 2025-09-11 2024 2025-03-06 01:10:19Z X 949712 X 0 X 2 2 28763 28763 169878 1022783 169878 -22 9 0 198621 198652 0 0 0 0 0 3650 1825 0 1825 2480 2480 0 0 120 20 0 0 253 0 0 253 6503 4325 0 2078 83282 83282 89785 4325 0 85360 108836 194327 0 34 5145 5145 5216 10444 10444 2336 0 0 171829 560848 560848 256611 373275 373275 492997 0 0 105 0 0 929128 949712 949712 0 0 X 927261 947845 1867 1867 929128 949712 929128 949712 929128 108836 10612 1048576 98864 949712 Publicly Traded Securities 1000794 852905 147889 147889 Capital Gains Dividends P 21989 21989 21989 169878 2701 0 2701 0 2701 171 0 0 0 171 6 2536 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 https://readingcoop.com/in-the-community Carol Houle 7819425000 180 Haven Street Reading MA 01867 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 Terrence J Bane 180 Haven Street Reading MA 01867 Director (end 12/2024) 1.00 0 0 0 Sally Boemer Mason 180 Haven Street Reading ME 01867 Director 1.00 0 0 0 Paul Bolger 180 Haven Street Reading MA 01867 Director 1.00 0 0 0 Yvonne Garcia 180 Haven Street Reading MA 01867 Director 1.00 0 0 0 Michael J Linnane 180 Haven Street Reading MA 01867 Director 1.00 0 0 0 James M Liston 180 Haven Street Reading MA 01867 Director 1.00 0 0 0 Stephen P Maio 180 Haven Street Reading MA 01867 Director (start 4/2025) 1.00 0 0 0 John J McCarthy Jr 180 Haven Street Reading MA 01867 Director (start 4/2025) 1.00 0 0 0 Michael McCarthy 180 Haven Street Reading MA 01867 Director (start 4/2025) 1.00 0 0 0 William McCarthy 180 Haven Street Reading MA 01867 Director (start 4/2025) 1.00 0 0 0 James J O'Leary 180 Haven Street Reading MA 01867 Director 1.00 0 0 0 Kevin R Powers 180 Haven Street Reading MA 01867 Director 1.00 0 0 0 Ann McGonigle Santos 180 Haven Street Reading MA 01867 Director (start 4/2025) 1.00 0 0 0 Kevin F Smith 180 Haven Street Reading MA 01867 Director 1.00 0 0 0 Abel Vargas 180 Haven Street Reading MA 01867 Director 1.00 0 0 0 Julieann M Thurlow 180 Haven Street Reading MA 01867 President 1.00 0 0 0 Anthony J Patti 180 Haven Street Reading MA 01867 Treasurer & Clerk (end 4/2025) 1.00 0 0 0 Carol Houle 180 Haven Street Reading MA 01867 Treasurer & Clerk (start 4/2025) 1.00 0 0 0 NONE 0 NONE 0 0 941446 15558 3228 960232 0 0 960232 14403 945829 47291 47291 2701 2701 44590 0 44590 0 44590 85360 0 85360 44590 0 0 69033 75426 77583 57487 22485 302014 85360 0 0 0 44590 40770 0 0 342784 0 0 0 0 0 0 69033 273751 75426 77583 57487 22485 40770 Shanna F Cahalane VP 55 Walkers Brook Drive Reading MA 01867 7819425000 To apply for a grant, an applicant must be a non-profit 501(c)(3) organization or public school located in or serving the towns of Andover, Burlington, North Reading, Reading, Wilmington, or Woburn. To apply for funding, applicants must submit: (1) a cover letter signed by the organization's Executive Director or Board President; along with (2) one paper copy and one pdf of a brief proposal (2-3 pages); and (3) the completed Proposal Summary Sheet. The Proposal Summary Sheet and complete application instructions are available on the website: https://readingcoop.com/uploads/PDFs/ charitable-foundation-app.pdf None The Charitable Foundation awards grants of up to $10,000 to increase the quality of life in the greater market area, with special emphasis on projects which focus on disadvantaged or underserved citizens. Primary areas of commitment are workforce development, health and human services, housing, education, community development, the environment, and the arts. Grant requests will be considered for program support, seed money, and capital improvements. The Charitable Foundation will not fund political or sectarian activities. AgeSpan Inc 280 Merrimack Street 400 Lawrence MA 01843 N/A PC Annual Golf Classic and Fundraisers 2000 Andover Center for History & Culture 97 Main Street Andover MA 01810 N/A PC 4th Annual Summer Classic Car Show 500 Andover Senior Community Friends 30 Whittier Court Andover MA 01810 N/A PC Center's Spring Formal Dinner & Dance; Garden Funding 1000 Boys & Girls Club of Lynn 25 North Common Street Lynn MA 01902 N/A PC Cookout; Annual Gala; Decades Program 2244 Bread & Roses Inc 58 Newbury Street Lawrence MA 01840 N/A PC Nourishing Our Neighbors Gala 400 Camp Fire North Shore 583 Chester Street 11 Lynn MA 01904 N/A PC 75th Anniversary Bash 660 Citizens Inn Inc 81 Main Street Peabody MA 01960 N/A PC Citizens Inn Annual Gala Of Giving 2025 740 Community InRoads 190 Academy Road North Andover MA 01845 N/A PC Sponsorship for Class of 2024 500 Cultura Latina Dance Academy Inc PO Box 2683 Lynn MA 01903 N/A PC 2024 Clda Transcendent Recital 500 Disabled And Limbless Veterans Inc 35 Center Street Burlington MA 01803 N/A PC Freedom Fish Lynn 2024 3500 Elevated Thought 15 Union Street Lawrence MA 01840 N/A PC Summer Art Intiative 500 Essex Art Center 56 Island Street Lawrence MA 01840 N/A PC Fiesta En La Calle 1000 Essex County Community Foundation 500 Cummings Center 5450 Beverly MA 01915 N/A PC Andover Coalition for Education; Summer Fund 1250 Essex North Shore Agricultural And Technical School 565 Maple Street Hawthorne MA 01937 N/A GOV Kindness Week 5k Run Walk 2025 500 Family Services of the Merrimack Valley 430 North Canal Street Lawrence MA 01840 N/A PC Capital Campaign; Bowl a Strike for Kids; Uncommon Threads 7946 Friends of North Reading Parks and Recreation Committee 235 North Street North Reading MA 01864 N/A PC North Reading Pumpkin Festival; Summer Festival 2450 Friends Of Reading Seniors 60 Plus Inc 287 Haverhill Street Reading MA 01864 N/A PC Support And Advocate For Reading Seniors 500 Greater Boston Stage Company 395 Main Street Stoneham MA 02180 N/A PC $5000 Capital Campaign; $1,000 Oliver Elementary 6000 Greater Lawrence Family Health Center 34 Haverhill Street Lawrence MA 01840 N/A PC $2300 Food, Flair And Fiesta; $300 Red Sox Tickets 2600 Greater Lawrence Kiwanis Club Foundation Inc PO Box 3068 Andover MA 01810 N/A PC Santa Night 200 HAWC 27 Congress Street 204 Salem MA 01970 N/A PC 33rd Annual HAWC Walk & 5k Run 500 Ipswich River Watershed Association 143 County Road Ipswich MA 01938 N/A PC General Support 500 Kindness Collaborative 5 Castle Heights Road Andover MA 01810 N/A PC 4th Of July For The Unhoused 500 Latina Center Maria 30 Menlo Terrace Lynn MA 01905 N/A PC Inspirational Women 2024 500 Lawrence Community Works Inc 168 Newbury Street Lawrence MA 01841 N/A PC Year 3 Of 3 Campaign For Dyeworks 5000 Lawrence Family Development Inc 355 Haverhill Street Lawrence MA 01840 N/A PC Teacher Appreciation Week 250 Lawrence Partnership 420 Common Street Lawrence MA 01840 N/A PC FY25 Board Contribution For Julie Thurlow 5000 LEADS Inc PO Box 1531 Lawrence MA 01841 N/A PC LEADS Summit 2500 LEO Inc 181 Union Street Lynn MA 01901 N/A PC 3rd Installment Of 5 Year Pledge The Campaign For Leo's Preschool 5000 Lynners Against Drug Abuse 59 Ingalls Street Lynn MA 01902 N/A PC L.A.D.A 3rd Annual Walk 300 Massachusetts Taxpayers Foundation 333 Washington Street Suite 853 Boston MA 02108 N/A PC Charitable Foundation Portion For The 2025 Membership Dues 2500 Merrimack Valley Food Bank Inc 1703 Middlesex Street Lowell MA 01851 N/A PC Naming Of Kitchenette 2 Of 3 3000 Merrimack Valley YMCA 280 Merrimack Street 500 Lawrence MA 01843 N/A PC Health Kids Day Friend 500 Mission of Deeds Inc 6 Chapin Avenue Reading MA 01867 N/A PC Sponsorship For Gala Event; Blanket Drive 900 My Brother's Table 98 Willow Street Lynn MA 01901 N/A PC 8 Million Meals Walk 500 Mystic Valley Elder Services Inc 300 Commercial Street Suite 19 Malden MA 02148 N/A PC Elder Independence Fund 1000 Neighbors In Need PO Box 447 Lawrence MA 01842 N/A PC Soups On 800 North Reading Historical & Antiquarian Society PO Box 354 North Reading MA 01864 N/A PC 30th Annual North Reading Apple Festival 100 Reading Rotary Charitable Trust PO Box 61 Reading MA 01867 N/A PC 2024 Reading Fall Street Faire Donation 1000 Reading Scholarship Foundation PO Box 492 Reading MA 01867 N/A PC Reading Scholarship Foundation 1500 Samantha's Harvest Company Inc PO Box 425 Reading MA 01867 N/A PC Charity Golf Open - Tee Sponsor 200 Si Se Puede Inc PO Box 53 North Andover MA 01845 N/A PC Si Se Puede - 40 Years Celebration 450 Social Capital Inc 400 West Cummings Park 4125 Woburn MA 01801 N/A PC 2024 Woburn Juneteenth Celebration 400 Socratic Inc 349 Essex Street Lawrence MA 01840 N/A PC Make A Difference Night 1560 The Dictionary Project PO Box 1845 Charlestown SC 29402 N/A PC The Dictionary Project 4500 The Haven Project Inc 57 Munroe Street Lynn MA 01901 N/A PC Grow The Good Gala 2024 1822 Top Notch Scholars 60 Island Street 200 Lawrence MA 01840 N/A PC Entrepreneurship Expo 500 UTEC Inc PO Box 7066 Lowell MA 01852 N/A PC Orange Day 1000 YMCA of Greater Boston 316 Huntington Avenue Boston MA 02115 N/A PC $650 Burbank YMCA Laurel Kluge 5k Ribbon Run And Walk; $360 Burbank YMCA Best Summer Ever Sponsor 1010 YMCA of Metro North 2 Centennial Drive Peabody MA 01960 N/A PC Metro North Leader Sponsor 2025 5000 83282 0 14 2 14 28763 18 169878 Income from partnerships 523000 -31 14 9 -31 198652 0 198621 0 0 0 0 0 0 0 0 0 0 Accounting fees 3650 1825 0 1825 2980.360 units BRFIX 28284 28284 21232.959 units FXNAX 221247 221247 907 units IGSB 47608 47608 666 units SHYG 28185 28185 364 units BSV 28676 28676 389 units BNDX 19275 19275 4459.436 units FSPGX 160049 160049 8229.427 units FLCOX 147801 147801 224 units IWS 27496 27496 122 units IWN 17666 17666 236 units IWP 28624 28624 71 units IWO 18002 18002 1803 units VEA 95325 95325 239 units VSS 28780 28780 820 units VWO 37105 37105 Accrued Income on Investments 105 0 0 Grants inadvertently paid to non-qualified recipients 250 Unrealized loss on investments 89647 Returns of prior year donations received 8967 Filing fees 253 0 0 253 Income from partnerships -22 9 0 Correction of prior year disqualified grants 500 Timing differences - uncleared grant checks 10112 Investment management fees 2480 2480 0 0 Foreign taxes 20 20 0 0 Excise taxes 100 0 0 0