2023-09-14T08:48:58-05:00 2022-12-31 042689883 WOLF & COMPANY PC 255 STATE STREET BOSTON MA 02109 990PF 2022-01-01 200318941 NEWBURYPORT BANK CHARITABLE FOUNDATION INC NEWB 9784623136 63 STATE STREET NEWBURYPORT MA 01950 TIMOTHY FELTER TREASURER 9784623136 2023-09-05 1 TIMOTHY FELTER 000001148 1 HARRY A KALAJIAN JR CPA P00464296 6174399700 2023-09-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 5242044 X X 10 10 249257 249257 143422 700000 143422 392689 392689 0 0 0 1950 0 1950 10000 0 0 19 0 19 11969 0 1969 723000 723000 734969 0 724969 -342280 392689 44109 9151 9151 6601289 5232893 5232893 6645398 5242044 5242044 0 0 X 0 0 0 0 6645398 5242044 6645398 5242044 6645398 5242044 6645398 -342280 0 6303118 1061074 5242044 AMERICAN BALANCED FUND P 2022-03-31 100000 65720 34280 34280 AMERICAN BALANCED FUND P 2022-12-21 100000 73164 26836 26836 WASHINGTON MUTUAL INVESTORS FUND P 2022-06-03 100000 76647 23353 23353 WASHINGTON MUTUAL INVESTORS FUND P 2022-06-22 125000 108086 16914 16914 WASHINGTON MUTUAL INVESTORS FUND P 2022-06-23 125000 107635 17365 17365 WASHINGTON MUTUAL INVESTORS FUND P 2022-06-24 125000 105048 19952 19952 WASHINGTON MUTUAL INVESTORS FUND P 2022-11-21 25000 20278 4722 4722 143422 5458 0 5458 0 5458 6992 0 4000 0 10992 X 0 5534 5534 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A TIMOTHY L FELTER 9782258774 63 STATE STREET NEWBURYPORT MA 01950 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LLOYD HAMM JR 63 STATE STREET NEWBURYPORT MA 01950 PRESIDENT/DIRECTOR 1.00 0 0 0 KAREN ANDREAS 63 STATE STREET NEWBURYPORT MA 01950 DIRECTOR 0.50 0 0 0 JEFFREY NAHAS 63 STATE STREET NEWBURYPORT MA 01950 DIRECTOR 0.50 0 0 0 TIMOTHY L FELTER 63 STATE STREET NEWBURYPORT MA 01950 TREASURER/DIRECTOR 2.00 0 0 0 STEPHEN P BLANCHETTE 63 STATE STREET NEWBURYPORT MA 01950 DIRECTOR 0.50 0 0 0 KIMBERLY A FOULKES 63 STATE STREET NEWBURYPORT MA 01950 ASST. TREASURER/DIRECTOR 1.00 0 0 0 ELIZABETH BLACKBURN 63 STATE STREET NEWBURYPORT MA 01950 CLERK 1.00 0 0 0 BRIAN HARRINGTON 63 STATE STREET NEWBURYPORT MA 01950 ASST. TREASURER/DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 N/A 0 NONE 0 0 0 5708906 26035 0 5734941 0 0 5734941 86024 5648917 282446 282446 5458 5458 276988 0 276988 0 276988 724969 0 724969 276988 0 0 7709 153042 133588 232873 527212 724969 0 0 0 276988 447981 0 0 975193 0 0 0 0 0 0 7709 967484 153042 133588 232873 447981 TIMOTHY L FELTER 63 STATE STREET NEWBURYPORT MA 01950 9782258774 SEE APPLICATION ONLINE NO PARTICULAR DEADLINES 501(C)(3) PUBLIC CHARITIES QUALIFIED UNDER IRC SECTION 170(C) TO RECEIVE TAX DEDUCTIBLE DONATIONS AND ARE LOCATED IN OR CONTRIBUTE TO THE COMMUNIITES OF GREATER NEWBURYPORT AND TO THE WELFARE OF THE PEOPLE AND INSTITUTIONS OF THESE COMMUNITIES. AMESBURY CARRIAGE MUSEUM PO BOX 252 AMESBURY MA 01913 NOT RELATED PC EXEMPT PURPOSE 7500 AMESBURY IMPROVEMENT ASSOCIATION 69 AUBIN ST AMESBURY MA 019132921 NOT RELATED PC EXEMPT PURPOSE 1500 ANNA JAQUES COMMUNITY HEALTH FOUNDATION 25 HIGHLAND AVE NEWBURYPORT MA 01950 NOT RELATED PC EXEMPT PURPOSE 40000 CODE AND CIRCUIT 36 MAIN ST AMESBURY MA 01913 NOT RELATED PC EXEMPT PURPOSE 3000 COMMUNITY PARTNERS OF STRAFFORD COUNTY FOUNDATION FORUM COURT 113 CROSBY ROAD NO 1 DOVER NH 03820 NOT RELATED PC EXEMPT PURPOSE 2500 DEREK HINES FLAG DAY 5K 6 CHASE STREET WEST NEWBURY MA 01985 NOT RELATED PC EXEMPT PURPOSE 5000 FIREHOUSE CENTER FOR THE ARTS 1 MARKET SQUARE NEWBURYPORT MA 01950 NOT RELATED PC EXEMPT PURPOSE 20000 FRAGILE X RESEARCH FOUNDATION 10 PRINCE PL 203 NEWBURYPORT MA 01950 NOT RELATED PC EXEMPT PURPOSE 2500 GATHER (FKA SEACOAST FAM FOOD PANTRY) 210 WEST RD SUITE 3 PORTSMOUTH NH 03801 NOT RELATED PC EXEMPT PURPOSE 5000 GENERAL CHARITABLE SOCIETY OF NEWBURYPORT PO BOX 365 NEWBURYPORT MA 01950 NOT RELATED PC EXEMPT PURPOSE 2000 GOODWORK 400 LITTLE HARBOR RD 1102 PORTSMOUTH NH 03801 NOT RELATED PC EXEMPT PURPOSE 5000 GREATER SEACOAST COMMUNITY HEALTH 146 LAFAYETTE RD SEABROOK NH 03874 NOT RELATED PC EXEMPT PURPOSE 2500 GUNDALOW COMPANY 60 MARCY ST PORTSMOUTH NH 038014636 NOT RELATED PC EXEMPT PURPOSE 10000 HAMPTON HISTORICAL SOCIETY (HHS) PO BOX 1601 HAMPTON NH 038431601 NOT RELATED PC EXEMPT PURPOSE 1500 HOUSING SUPPORT INC 12 PLEASANT ST STE 3 NEWBURYPORT MA 019502672 NOT RELATED PC EXEMPT PURPOSE 10000 INK 4 PINK 221 GARLAND ROAD RYE NH 03870 NOT RELATED PC EXEMPT PURPOSE 5000 JEANNIE GEIGER CRISIS CENTER INC 5 MARKET SQUARE 109 AMESBURY MA 01913 NOT RELATED PC EXEMPT PURPOSE 2500 LUCY'S LOVE BUS CHARITABLE TRUST 21 WATER ST SUITE 302 AMESBURY MA 01913 NOT RELATED PC EXEMPT PURPOSE 5000 MASSACHUSETTS COALITION FOR THE HOMELESS 73 BUFFUM ST LYNN MA 019023965 NOT RELATED PC EXEMPT PURPOSE 3500 MAUDSLAY ARTS CENTER 182 WHITEHALL RD AMESBURY MA 019131017 NOT RELATED PC EXEMPT PURPOSE 5000 MERRIMACK RIVER FELINE RESCUE SOCIETY 63 ELM ST SALISBURY MA 019521936 NOT RELATED PC EXEMPT PURPOSE 1200 MERRIMACK RIVER WATERSHED COUNCIL 60 ISLAND STREET 246 LAWRENCE MA 018401835 NOT RELATED PC EXEMPT PURPOSE 2500 MERROHAWKE NATURE SCHOOL 56 MERRIMAC ST NEWBURYPORT MA 01950 NOT RELATED PC EXEMPT PURPOSE 10000 NEW CASTLE CONGREGATIONAL CHURCH 65 MAIN ST NEW CASTLE NH 03854 NOT RELATED PC EXEMPT PURPOSE 1000 NEWBURYPORT ADULT & COMMUNITY EDUCATION 70 LOW ST NEWBURYPORT MA 01950 NOT RELATED PC EXEMPT PURPOSE 5000 NEWBURYPORT EDUCATION FOUNDATION INC PO BOX 1002 NEWBURYPORT MA 01950 NOT RELATED PC EXEMPT PURPOSE 10000 NEWBURYPORT LITERARY ASSOCIATION INC 157 LOW ST NEWBURYPORT MA 019503539 NOT RELATED PC EXEMPT PURPOSE 7000 NEWBURYPORT MARITIME SOCIETY 25 WATER ST NEWBURYPORT MA 01950 NOT RELATED PC EXEMPT PURPOSE 10000 NEWBURYPORT PRESERVATION TRUST PO BOX 184 NEWBURYPORT MA 019500284 NOT RELATED PC EXEMPT PURPOSE 1800 OUR NEIGHBORS TABLE 194 MAIN ST AMESBURY MA 01913 NOT RELATED PC EXEMPT PURPOSE 70000 PORTSMOUTH HISTORICAL SOCIETY 10 MIDDLE ST PORTSMOUTH NH 038014305 NOT RELATED PC EXEMPT PURPOSE 20000 SALISBURY BEACH PARTNERSHIP INC 98 ELM STREET SALISBURY MA 01952 NOT RELATED PC EXEMPT PURPOSE 275000 SALVATION ARMY NEWBURYPORT 40 WATER ST NEWBURYPORT MA 01950 NOT RELATED PC EXEMPT PURPOSE 10000 SALVATION ARMY PORTSMOUTH 15 MIDDLE ST PORTSMOUTH NH 03801 NOT RELATED PC EXEMPT PURPOSE 10000 SOUTHEASTERN NH ALCOHOL & DRUG ABUSE SERVICES 272 COUNTY FARM RD DOVER NH 03820 NOT RELATED PC EXEMPT PURPOSE 12500 ST PAUL'S EPISCOPAL CHURCH 166 HIGH ST NEWBURYPORT MA 01950 NOT RELATED PC EXEMPT PURPOSE 5000 STRAWBERY BANKE 14 HANCOCK ST PORTSMOUTH NH 03801 NOT RELATED PC EXEMPT PURPOSE 2500 THE ARC OF GREATER HAVERHILL-NEWBURPORT 57 WINGATE ST STE 301 HAVERHILL MA 018325720 NOT RELATED PC EXEMPT PURPOSE 5000 THE PETTENGILL HOUSE 13 LAFAYETTE RD SALISBURY MA 01952 NOT RELATED PC EXEMPT PURPOSE 25000 TOWN OF SALISBURY 5 BEACH ROAD SALISBURY MA 01952 NOT RELATED PC EXEMPT PURPOSE 5000 UNH TECH CAMP CO UNH FOUNDATION 9 EDGEWOOD RD DURHAM NH 03824 NOT RELATED PC EXEMPT PURPOSE 1000 VETERANS COUNT EASTER SEALS NH 555 AUBURN STREET MANCHESTER NH 03103 NOT RELATED PC EXEMPT PURPOSE 10000 VOUCHERS FOR VETERANS (VV) 119 CHAMBERLAIN ST ROCHESTER NH 038673309 NOT RELATED PC EXEMPT PURPOSE 2500 WAYPOINT 464 CHESTNUT STREET MANCHESTER NH 03105 NOT RELATED PC EXEMPT PURPOSE 2000 WENTWORTH DOUGLASS HOSPITAL 79 CENTRAL AVE DOVER NH 03820 NOT RELATED PC EXEMPT PURPOSE 60000 YWCA OF NEWBURYPORT 13 MARKET ST NEWBURYPORT MA 01950 NOT RELATED PC EXEMPT PURPOSE 10000 ZOO NEW ENGLAND 1 FRANKLIN PARK RD BOSTON MA 02121 NOT RELATED PC EXEMPT PURPOSE 10000 723000 ANNA JAQUES COMMUNITY HEALTH FOUNDATION 25 HIGHLAND AVE NEWBURYPORT MA 01950 NOT RELATED PC EXEMPT PURPOSE 80000 OUR NEIGHBORS TABLE 194 MAIN ST AMESBURY MA 01913 NOT RELATED PC EXEMPT PURPOSE 50000 WENTWORTH DOUGLASS HOSPITAL 79 CENTRAL AVE DOVER NH 03820 NOT RELATED PC EXEMPT PURPOSE 100000 230000 14 10 14 249257 18 143422 0 392689 0 392689 0 0 0 0 0 0 0 0 0 0 WOLF & COMPANY, P.C. 1950 0 1950 NONE 0 MUTUAL FUNDS FMV 5232893 5232893 CHANGE IN UNREALIZED GAINS/LOSSES 1061074 STATE FILING FEES 19 0 19 FEDERAL EXCISE TAXES 10000 0 0