2023-05-09T07:26:22-05:00 2022-12-31 010523282 Berry Dunn McNeil & Parker LLC 2211 Congress St Portland ME 04102 990PF 2022-01-01 043370164 The Savings Bank Charitable Foundation SAVI 7812460400 357 Main Street PO Box 30 Wakefield MA 01880 Denise Carbone VP/Treasurer/Director 7812460400 2023-05-05 1 Denise Carbone 999009999 1 Joseph R Byrne P01289281 2077752387 2023-05-05 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 1178290 X 100800 25368 25368 10726 88599 10726 136894 36094 0 0 0 4000 0 4000 7898 7898 0 1035 0 0 70 0 70 13003 7898 4070 65976 65976 78979 7898 70046 57915 28196 118028 147751 147751 49693 34534 34534 0 15000 14860 545016 561563 892666 80447 92251 88479 793184 851099 1178290 0 0 X 0 0 0 0 793184 851099 793184 851099 793184 851099 793184 57915 0 851099 0 851099 Publicly Traded Securities 88599 77873 10726 10726 10726 392 0 392 0 392 720 0 0 0 720 0 328 328 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A Denise Carbone 7812460400 357 Main Street PO Box 30 Wakefield MA 01880 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Robert J DiBella 357 Main Street PO Box 30 Wakefield MA 01880 President/Director 1.00 0 0 0 Denise Carbone 357 Main Street PO Box 30 Wakefield MA 01880 Treasurer/Director 1.00 0 0 0 Karen A Conard 357 Main Street PO Box 30 Wakefield MA 01880 Director 1.00 0 0 0 Glenn D Dolbeare 357 Main Street PO Box 30 Wakefield MA 01880 Director 1.00 0 0 0 Therese Jarmusik 357 Main Street PO Box 30 Wakefield MA 01880 Director 1.00 0 0 0 Raichelle L Kallery 357 Main Street PO Box 30 Wakefield MA 01880 Director 1.00 0 0 0 Joanne Reilly 357 Main Street PO Box 30 Wakefield MA 01880 Director 1.00 0 0 0 Margaret Super Church 357 Main Street PO Box 30 Wakefield MA 01880 Director 1.00 0 0 0 NONE 0 NONE 0 0 1000987 120832 0 1121819 0 0 1121819 16827 1104992 55250 55250 392 392 54858 0 54858 0 54858 70046 0 70046 54858 0 0 844 1927 2907 14283 2880 22841 70046 0 0 0 54858 15188 0 0 38029 0 0 0 0 0 0 844 37185 1927 2907 14283 2880 15188 X Robert J DiBella 357 Main Street PO Box 30 Wakefield MA 01880 7812460400 Applications available at above address See applications for various deadlines Awards are to be granted within Wakefield, Massachusetts and its vicinity, unless an exception is made by the Board of Directors to benefit community, charitable, educational and other benevolent purposes. Community Giving Tree 572B Main Street Boxford MA 01921 PC Provide Basic Necessities To Communities In Lawrene, Lowell, Lynn And Haverhill 2000 Mission of Deeds 6 Chapin Avenue Reading MA 01867 PC New Beds, Used Home Goods For People In Need, Free Of Charge 5000 Merrimack Valley Dream Center 60 Island Street 2nd Floor Lawreance MA 01840 PC Homelessness 2500 Ladybug Love 140 Winona Street Peabody MA 01960 PC Blankets 2500 Mystic Valley Elder Services 300 Commercial Street 19 Malden MA 02148 PC Support Elders And Adults With Disabilities 3000 Boys & Girls Club of Lawrence 136 Water Street Lawreance MA 01841 PC Youth Programs 5000 Massachusetts Coalition for the Homeless 687 West 204th Street Boston MA 02131 PC A Bed For Every Child 3000 Lazarus House Ministries PO Box 4058 Lawreance MA 01842 PC Helps Families Living In Poverty 4000 Bread of Life 214 Commercial Street Suite 209 Malden MA 02148 PC Meals, Groceries For Homeless Families 2500 Emmaus PO Box 568 Haverhill MA 01831 PC Emergency Shelter 5000 Boys & Girls Club of Stoneham & Wakefield 15 Dale Court Stoneham MA 02180 PC Childcare Services 5500 Bread & Roses 58 Newbury Street Lawreance MA 01840 PC Kitchen Serving For Hardship Families 3500 Debbie's Treasure Chest 184 Pleasant Valley St Suite 2-201 Methuen MA 01844 PC Human Necessitiies To Economically Disadvantaged People In Merrimack Valley 3500 Neighbors in Need PO Box 447 Lawrence MA 01842 PC Food Pantries 5000 Bellesini Academy 94 Bradford Street Lawrence MA 01840 PC Academic Programs For School Children 2500 Essex Art Center 56 Island Street Lawrence MA 01840 PC Outreach Programs Through Art 4000 Communitas 60-D Audubon Road Wakefield MA 01880 PC Fitness And Health Programs 2476 Wakefield Food Pantry PO Box 1624 Wakefield MA 01880 PC Food Pantries 5000 65976 0 14 25368 18 10726 0 36094 0 36094 0 0 0 0 0 0 0 0 0 0 X X 1 The Savings Bank 357 Main Street Wakefield MA 01880 100800 X Accounting Fees 4000 0 4000 335 Shr Invesco Taxable Muni Bond ETF 9960 8613 88 Shr Ishares Tips Bond ETF 10028 9367 15000 Shr Marathon Pete Corp 5.125% 12/15/2026 14664 14927 15000 Shr Citigroup Inc 5.50% 9/13/2025 15155 15104 15000 Shr Jpmorgan Chase Finl Co LLC 4.30% 12/22/2023 14971 14559 15000 Shr Schwab Charles Corp 5.375% Fixed To Float 14936 14670 145 Shr Vanguard Interm-Tm Corp Bond ETF 12537 11239 80 Shr Home Depot Inc 9760 25269 200 Shr Paychex Inc 9630 23112 105 Shr Nestle S A Sponsored Adr 9590 12158 210 Shr Southern Company 9574 14995 125 Shr Target Corp 9354 18630 55 Shr Amgen Inc 8949 14445 60 Shr Cummins Inc 8458 14537 410 Shr Aflac Inc 8063 29495 125 Shr General Mills Inc 7979 10481 250 Shr Apple Inc 6738 32483 390 Shr Healthpeak Pptys Inc 9890 9777 70 Shr Mcdonalds Corp 6636 18447 100 Shr Johnson And Johnson 5852 17665 60 Shr Albemarle Corp 5732 13012 100 Shr Duke Energy Corp 5570 10299 65 Shr Accenture Plc A 4776 17345 150 Shr Abbvie Inc 4180 24242 25 Shr Costco Wholesale Corp 3866 11413 125 Shr Waste Management Inc 3822 19610 145 Shr Microsoft Corp 3245 34774 590 Shr Wisdomtree International High Div 21496 21163 55 Shr Pepsico Inc 6389 9936 125 Shr Vanguard Real Estate ETF 10308 10310 65 Shr Meta Platforms Inc Cl A 10355 7822 505 Shr Vanguard Ftse Developed Mkts Ex-Us 20481 21195 165 Shr International Business Machines 20434 23247 240 Shr Ishares Core S&P Small Cap 19249 22714 145 Shr Zimmer Biomet Hldgs Inc 18839 18488 90 Shr Honeywell International Inc 18434 19287 125 Shr Alphabet Inc Cl C 16489 11091 305 Shr Verizon Communications Inc 16282 12017 490 Shr Cisco Systems Inc 16226 23344 200 Shr Qualcomm Inc 15761 21988 193 Shr Raytheon Technologies Corp 15225 19478 515 Shr Bank Of America Corp 10335 17057 150 Shr Walt Disney Co 14776 13032 70 Shr Visa Inc Cl A 13654 14543 275 Shr Metlife Inc 13219 19902 150 Shr Abbott Laboratories 13182 16469 365 Shr Vanguard Emerging Markets 12062 14228 170 Shr Chevron Corp 11998 30513 120 Shr Genuine Parts Co 11991 20821 205 Shr Bristol-Myers Squibb Co 11505 14750 40 Shr Unitedhealth Group Inc 10632 21207 180 Shr Jp Morgan Chase & Co 10626 24138 210 Shr Dow Inc 10415 10582 645 Shr At&T Inc 14345 11874 70 Shr Procter & Gamble Co 2976 10609 940 Shr Wisdomtree Midcap Dividend 32215 38672 0 0 15000 14860 State Filing Fee 70 0 70 Investment Management Fees 7898 7898 0 Excise Taxes 1035 0 0