2022-04-26T05:59:31-05:00 2021-12-31 010523282 Berry Dunn McNeil & Parker LLC PO Box 1100 Portland ME 041041100 990PF 2021-01-01 043370164 The Savings Bank Charitable Foundation SAVI 7812460400 357 Main Street PO Box 30 Wakefield MA 01880 Denise Carbone VP/Treasurer/Director 7812460400 2022-04-25 1 Denise Carbone 999009999 Joseph R Byrne P01289281 2077752387 2022-04-25 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 1261537 X 125600 23263 23263 35711 99235 35711 184574 58974 0 0 0 7682 7682 0 35 0 35 7717 7682 35 55895 55895 63612 7682 55930 120962 51292 48361 118028 118028 68157 49693 49693 488704 545016 1009755 67000 80447 84061 672222 793184 1261537 0 0 X 0 0 0 0 672222 793184 672222 793184 672222 793184 672222 120962 0 793184 0 793184 Publicly Traded Securities 99094 63524 35570 35570 Capital Gains Dividends P 141 141 141 35711 713 0 713 0 713 398 0 0 0 398 0 315 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 VP/Treasurer/Director 1.00 0 0 0 Raichelle L Kallery 357 Main Street PO Box 30 Wakefield MA 01880 VP/Clerk/Director 1.00 0 0 0 Karen A Conrad 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 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 968972 122672 0 1091644 0 0 1091644 16375 1075269 53763 53763 713 713 53050 0 53050 0 53050 55930 0 55930 53050 0 0 480 844 1927 2907 14283 20441 55930 0 0 0 53050 2880 0 0 23321 0 0 0 0 0 0 480 22841 844 1927 2907 14283 2880 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. Mission of Deeds 6 Chapin Avenue Reading MA 01867 PC General Support 3000 Boys and Girls Club of Lawrence 136 Water Street Lawrence MA 01841 PC General Support 5000 Wakefield Food Pantry PO Box 1624 Wakefield MA 01880 PC General Support 10000 Mystic Valley Elder Services 300 Commercial Street 19 Malden MA 02148 PC General Support 3000 Emmaus Inc 127 How Street Haverhill MA 01830 PC General Support 5000 The Haven Project 65 Munroe Street Lynn MA 01901 PC General Support 2500 Massachusetts Coalition for the Homeless 69-73 Buffum Street Lynn MA 01902 PC General Support 3000 The Psychological Center 11 Union Street Lawrence MA 01840 PC General Support 2000 Communitas 60-D Audubon Road Wakefield MA 01880 PC General Support 2395 Neighbors in Need 60 Island Street Lawrence MA 01840 PC General Support 5000 Harvey Girls Inc 184 Pleasant Valley Street Methuen MA 01844 PC General Support 2000 Boys & Girls Club of Stoneham & Wakefield 15 Dale Court Stoneham MA 02180 PC General Support 4000 Lazarus House PO Box 408 Lawrence MA 01842 PC General Support 4000 Essex Art Center 56 Island Street Lawrence MA 01840 PC General Support 2500 Bellesini Academy 94 Bradford Street Lawrence MA 01840 PC General Support 2500 55895 0 14 23263 18 35711 0 58974 0 58974 0 0 0 0 0 0 0 0 0 0 X X 1 The Savings Bank 357 Main Street Wakefield MA 01880 125600 X 335 SHR INVESCO TAXABLE MUNI BOND ETF 9960 11042 350 SHR INNOVATOR S&P INV GRADE 8492 8379 595 SHR VANECK VECTORS INVEST GR FLOATING 15047 15036 88 SHR ISHARES TIPS BOND ETF 10028 11370 145 SHR VANGUARD INTERM-TM CORP BOND ETF 12537 13450 305 SHR VANGUARD SHORT-TERM CORP BOND 24383 24784 300 SHR APPLE INC 8150 53271 185 SHR ABBVIE INC 7259 25049 120 SHR ABBOTT LABORATORIES 10061 16889 410 SHR AFLAC INC 8063 23940 60 SHR ALBEMARLE CORP 5732 14026 55 SHR AMGEN INC 8949 12373 515 SHR BANK OF AMERICA CORP 10335 22912 205 SHR BRISTOL-MYERS SQUIBB CO 11505 12782 60 SHR CUMMINS INC 8458 13088 35 SHR COSTCO WHOLESALE CORP 5413 19870 410 SHR CISCO SYSTEMS INC 12583 25982 155 SHR CHEVRON CORP 9777 18189 150 SHR WALT DISNEY CO 14776 23234 100 SHR DIGITAL REALTY TRUST INC 13417 17687 210 SHR DOW INC 10415 11911 100 SHR DUKE ENERGY CORP 5570 10490 40 SHR META PLATFORMS INC CL A 6982 13454 125 SHR GENERAL MILLS INC 7979 8423 5 SHR ALPHABET INC CL C 14124 14468 145 SHR GENUINE PARTS CO 14927 20329 80 SHR HOME DEPOT INC 9760 33201 75 SHR HONEYWELL INTERNATIONAL INC 15217 15638 165 SHR INTERNATIONAL BUSINESS MACHINES 20434 22054 100 SHR JOHNSON AND JOHNSON 5852 17107 180 SHR JP MORGAN CHASE & CO 10626 28503 80 SHR MCDONALDS CORP 7583 21446 275 SHR METLIFE INC 13219 17185 145 SHR MICROSOFT CORP 3245 48766 200 SHR PAYCHEX INC 9630 27300 55 SHR PEPSICO INC 6389 9554 70 SHR PROCTER & GAMBLE CO 2976 11451 170 SHR QUALCOMM INC 12150 31088 193 SHR RAYTHEON TECHNOLOGIES CORP 15225 16610 210 SHR SOUTHERN COMPANY 9574 14402 575 SHR AT&T INC 17083 14145 145 SHR TARGET CORP 10977 33559 40 SHR UNITEDHEALTH GROUP INC 10632 20086 70 SHR VISA INC CL A 13654 15170 270 SHR VERIZON COMMUNICATIONS INC 14936 14029 145 SHR WASTE MANAGEMENT INC 4434 24201 90 SHR ZIMMER BIOMET HLDGS INC 13077 11434 65 SHR ACCENTURE PLC A 4776 26946 65 SHR NESTLE S A SPONSORED ADR 5039 9091 940 SHR WISDOMTREE MIDCAP DIVIDEND 32215 41698 540 SHR WISDOMTREE INTERNATIONAL HIGH DIV 19738 20903 240 SHR ISHARES CORE S&P SMALL CAP 19249 27482 505 SHR VANGUARD FTSE DEVELOPED MKTS EX- 20481 25785 125 SHR VANGUARD REAL ESTATE ETF 10308 14501 365 SHR VANGUARD EMERGING MARKETS 12062 18053 Investment Management Fees 7682 7682 0 State Filing 35 0 35