2022-11-07T07:36:57-06:00 2021-12-31 042689883 WOLF & COMPANY PC 255 STATE STREET BOSTON MA 02109 990PF 2021-01-01 200318941 NEWBURYPORT BANK CHARITABLE FOUNDATION INC NEWB 9784623136 63 STATE STREET NEWBURYPORT MA 01950 TIMOTHY FELTER TREASURER/DIRECTOR 9784623136 2022-11-05 1 TIMOTHY FELTER 000001148 HARRY A KALAJIAN JR CPA P00464296 6174399700 2022-11-07 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 6645398 X X 18 18 349467 349467 150008 525000 150008 499493 499493 0 0 0 1900 0 1900 3000 0 0 89 0 89 4989 0 1989 535229 535229 540218 0 537218 -40725 499493 59309 44109 44109 5844005 6601289 6601289 5903314 6645398 6645398 0 0 X 0 0 0 0 5903314 6645398 5903314 6645398 5903314 6645398 5903314 -40725 782809 6645398 0 6645398 AMERICAN BALANCED FUND P 2021-12-01 100000 62423 37577 37577 AMERICAN BALANCED FUND P 2021-12-22 125000 79302 45698 45698 WASHINGTON MUTUAL INVESTORS FUND P 2021-01-29 50000 42418 7582 7582 WASHINGTON MUTUAL INVESTORS FUND P 2021-03-31 100000 77787 22213 22213 WASHINGTON MUTUAL INVESTORS FUND P 2021-06-28 75000 57425 17575 17575 WASHINGTON MUTUAL INVESTORS FUND P 2021-08-23 75000 55637 19363 19363 150008 6943 0 6943 0 6943 3935 0 10000 0 13935 X 0 6992 6992 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 9784623136 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 JAMES CONNOLLY JR 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 NONE 0 NONE 0 N/A 0 NONE 0 0 0 6261871 58699 0 6320570 0 0 6320570 94809 6225761 311288 311288 6943 6943 304345 0 304345 0 304345 537218 0 537218 304345 0 0 72702 7709 153042 133588 367041 537218 0 0 0 304345 232873 0 0 599914 0 0 0 0 0 0 72702 527212 7709 153042 133588 232873 TIMOTHY L FELTER 63 STATE STREET NEWBURYPORT MA 01950 9784623136 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. AMERICAN INDEPENDENCE MUSEUM 1 GOVERNORS LN EXETER NH 03833 NOT RELATED PC EXEMPT PURPOSE 1000 AMESBURY CARRIGE MUSEUM PO BOX 252 AMESBURY MA 01913 NOT RELATED PC EXEMPT PURPOSE 7500 AMESBURY EDUCATIONAL FOUNDATION INC PO BOX 245 AMESBURY MA 01913 NOT RELATED PC EXEMPT PURPOSE 2500 AMESBURY PUBIC SCHOOL DISTRICT 5 HIGHLAND STREET AMESBURY MA 01913 NOT RELATED PC EXEMPT PURPOSE 2000 AMY'S TREAT PO BOX 2234 DOVER NH 03821 NOT RELATED PC EXEMPT PURPOSE 1000 ANNA JAQUES COMMUNITY HEALTH FOUNDATION 25 HIGHLAND AVE NEWBURYPORT MA 01950 NOT RELATED PC EXEMPT PURPOSE 40000 ARTS IN REACH PO BOX 236 PORTSMOUTH NH 03802 NOT RELATED PC EXEMPT PURPOSE 5000 BOYS & GIRLS CLUB - LOWER MERRIMACK VALLEY 18 MAPLE ST SALISBURY MA 01952 NOT RELATED PC EXEMPT PURPOSE 55000 BOYS & GIRLS CLUB HAVERHILL 55 EMERSON ST HAVERHILL MA 01830 NOT RELATED PC EXEMPT PURPOSE 2500 CAIDEN'S CRUSADERS INC 8 WESTMINSTER ST AMESBURY MA 01913 NOT RELATED PC EXEMPT PURPOSE 1000 CHILDREN'S MUSEUM OF NH (CM) 6 WASHINGTON ST DOVER NH 03820 NOT RELATED PC EXEMPT PURPOSE 1000 CODE AND CIRCUIT 36 MAIN ST AMESBURY MA 01913 NOT RELATED PC EXEMPT PURPOSE 3000 DEREK HINES FLAG DAY 5K 6 CHASE STREET WEST NEWBURY MA 01985 NOT RELATED PC EXEMPT PURPOSE 5000 ESSEX COUNTY HABITAT FOR HUMANITY 14 PARK ST DANVERS MA 01923 NOT RELATED PC EXEMPT PURPOSE 8000 EXETER HOSPITAL 5 ALUMNI DRIVE EXETER NH 03833 NOT RELATED PC EXEMPT PURPOSE 50000 FIRST PARISH NEWBURY FOOD PANTRY 89 HANOVER ST NEWBURY MA 01951 NOT RELATED PC EXEMPT PURPOSE 2500 FRAGILE X RESEARCH FOUNDATION 10 PRINCE PL 203 NEWBURYPORT MA 01950 NOT RELATED PC EXEMPT PURPOSE 3000 GATHER (FKA SEACOAST FAMILY 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 10000 GREATER SEACOAST COMMUNITY HEALTH 146 LAFAYETTE RD SEABROOK NH 03874 NOT RELATED PC EXEMPT PURPOSE 5000 GREEN PATH INC 36500 CORPORATE DRIVE FARMINGTON HILLS MI 48331 NOT RELATED PC EXEMPT PURPOSE 14000 HOME BASE 1 CONSTITUTION RD CHARLESTOWN MA 02129 NOT RELATED PC EXEMPT PURPOSE 10000 HOME FOR LITTLE WANDERERS 10 GUEST ST BOSTON MA 02135 NOT RELATED PC EXEMPT PURPOSE 2500 HOPE FOR TOMORROW FOUNDATION 315 BANFIELD ROAD PORTSMOUTH NH 03801 NOT RELATED PC EXEMPT PURPOSE 20000 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 LINK HOUSE INC 110 HAVERHILL ROAD SUITE 206 AMESBURY MA 01913 NOT RELATED PC EXEMPT PURPOSE 15000 LUCY'S LOVE BUS 21 WATER ST SUITE 302 AMESBURY MA 01913 NOT RELATED PC EXEMPT PURPOSE 10000 MASSACHUSETTS AUDUBON SOCIETY 208 SOUTH GREAT ROAD LINCOLN MA 01773 NOT RELATED PC EXEMPT PURPOSE 15000 MASSACHUSETTS BANKERS CHARITABLE FOUNDATION 1 WASHINGTON MALL 8TH FLOOR BOSTON MA 02108 NOT RELATED PC EXEMPT PURPOSE 3000 MERROHAWKE NATURE SCHOOL 56 MERRIMAC ST NEWBURYPORT MA 01950 NOT RELATED PC EXEMPT PURPOSE 10000 NEWBURYPORT ADULT AND COMMUNITY EDUCATION 70 LOW ST NEWBURYPORT MA 01950 NOT RELATED PC EXEMPT PURPOSE 5000 NEWBURYPORT ART ASSOCIATION 65 WATER ST NEWBURYPORT MA 01950 NOT RELATED PC EXEMPT PURPOSE 7000 NEWBURYPORT CHAMBER MUSIC FESTIVAL 79 STATE ST NEWBURYPORT MA 01950 NOT RELATED PC EXEMPT PURPOSE 1000 NEWBURYPORT EDUCATION FOUNDATION INC PO BOX 1002 NEWBURYPORT MA 01950 NOT RELATED PC EXEMPT PURPOSE 10000 NEWBURYPORT MARITIME SOCIETY 25 WATER ST NEWBURYPORT MA 01950 NOT RELATED PC EXEMPT PURPOSE 10000 OLD SOUTH FIRST PRESBYTERIAN 29 FEDERAL ST NEWBURYPORT MA 01950 NOT RELATED PC EXEMPT PURPOSE 2500 OPPORTUNITY WORKS 10 OPPORTUNITY WAY NEWBURYPORT MA 01950 NOT RELATED PC EXEMPT PURPOSE 2000 OUR NEIGHBOR'S TABLE 194 MAIN ST AMESBURY MA 01913 NOT RELATED PC EXEMPT PURPOSE 20000 PORT CITY MAKERSPACE 68 MORNING ST PORTSMOUTH NH 03801 NOT RELATED PC EXEMPT PURPOSE 500 SALISBURY BEACH PARTNERSHIP 98 ELM STREET SALISBURY MA 01952 NOT RELATED PC EXEMPT PURPOSE 15000 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 SEAFESTIVAL OF TREES 4 OCEAN FRONT N SALISBURY BEACH MA 01952 NOT RELATED PC EXEMPT PURPOSE 7500 SOUTHEAST NH HABITAT FOR HUMANITY 1 MIDDLE ST SUITE 200 PORTSMOUTH NH 03801 NOT RELATED PC EXEMPT PURPOSE 5000 STRAWBERY BANKE 14 HANCOCK ST PORTSMOUTH NH 03801 NOT RELATED PC EXEMPT PURPOSE 1500 THE PETTENGILL HOUSE 13 LAFAYETTE RD SALISBURY MA 01952 NOT RELATED PC EXEMPT PURPOSE 30000 TINKERHAUS COMMUNITY MAKERSPACE INC 3 GRAF RD STE 11 NEWBURYPORT MA 01950 NOT RELATED PC EXEMPT PURPOSE 526 TURNING POINT INC 5 PERRY WAY NEWBURYPORT MA 01950 NOT RELATED PC EXEMPT PURPOSE 13551 VETERANS COUNT EASTER SEALS NH 555 AUBURN STREET MANCHESTER NH 03103 NOT RELATED PC EXEMPT PURPOSE 4000 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 50000 WORLD WAR II MEMORIAL COMMITTEE 921 PENNSYLVANIA AVE SE NO 31 WASHINGTON DC 20003 NOT RELATED PC EXEMPT PURPOSE 2152 ZOO NEW ENGLAND 1 FRANKLIN PARK RD BOSTON MA 02121 NOT RELATED PC EXEMPT PURPOSE 7000 535229 ANNA JAQUES COMMUNITY HEALTH FOUNDATION 25 HIGHLAND AVE NEWBURYPORT MA 01950 NOT RELATED PC EXEMPT PURPOSE 120000 WENTWORTH DOUGLASS HOSPITAL 79 CENTRAL AVE DOVER NH 03820 NOT RELATED PC EXEMPT PURPOSE 150000 NEWBURYPORT EDUCATION FOUNDATION INC PO BOX 1002 NEWBURYPORT MA 01950 NOT RELATED PC EXEMPT PURPOSE 10000 SALISBURY BEACH PARTNERSHIP 98 ELM STREET SALISBURY MA 01952 NOT RELATED PC EXEMPT PURPOSE 250000 530000 14 18 14 349467 18 150008 0 499493 0 499493 0 0 0 0 0 0 0 0 0 0 WOLF & COMPANY, P.C. 1900 0 1900 NONE 0 MUTUAL FUNDS FMV 6601289 6601289 STATE FILING FEES 89 0 89 CHANGE IN UNREALIZED GAINS/LOSSES 782809 2021 FEDERAL ESTIMATED TAXES 3000 0 0