ROCKLAND TRUST - BLUE HILLS CHARITABLE: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ROCKLAND TRUST - BLUE HILLS CHARITABLE (EIN 46-5474132)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202103199349100420
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T07:54:04-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042513210 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERALD T REILLY & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 424 ADAMS STREET | AddressLine1Txt |
| City | MILTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02186 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 465474132 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCKLAND TRUST - BLUE HILLS CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROCK | BusinessNameControlTxt |
| Phone | 7819826550 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 288 UNION STREET | AddressLine1Txt |
| City | ROCKLAND | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02370 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALEXANDRA ANTONINO | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7819826550 | PhoneNum |
| Signature | 2021-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALEXANDRA | PersonFirstNm |
| Person Last | ANTONINO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES R KENNEDY CPA | PreparerPersonNm |
| PTIN | P00232808 | PTIN |
| Phone | 6176968900 | PhoneNum |
| Preparation | 2021-11-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,230,914 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $400,978 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $400,978 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $337,416 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,824,041 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $337,416 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $738,394 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $738,394 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $143,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $143,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $106,175 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,090 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $156,718 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $82,536 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $74,182 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $413,393 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $87,126 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $222,182 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $783,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $783,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,196,793 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $87,126 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,005,582 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$458,399 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $651,268 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $37,756 | CashBOYAmt |
| Cash EOY | $74,619 | CashEOYAmt |
| Cash EOYFMV | $74,619 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $544,913 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $412,347 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $412,347 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $18,149,049 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,743,948 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,743,948 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $18,731,718 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,230,914 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,230,914 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $18,731,718 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,230,914 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,731,718 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,230,914 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,731,718 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,230,914 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,731,718 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$458,399 | ExcessRevenueOverExpensesAmt |
| Other Increases | $957,595 | OtherIncreasesAmt |
| Subtotal | $19,230,914 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,230,914 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $4,314,620 | $4,495,544 | -$180,924 | -$180,924 |
| PUBLICLY TRADED SECURITIES | P | $352,846 | $361,019 | -$8,173 | -$8,173 |
| PUBLICLY TRADED SECURITIES | P | $1,097,525 | $630,062 | $467,463 | $467,463 |
| CAPITAL GAINS DIVIDENDS | P | $59,050 | $59,050 | $59,050 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $337,416 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$180,924 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,053 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,053 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,053 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $71 | EsPenaltyAmt |
| Overpayment | $2,876 | OverpaymentAmt |
| Applied To ES Tax | $2,876 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.ROCKLANDTRUST.COM | WebsiteAddressTxt |
| Individual With Books | ANDREA BOROWIECKI | IndividualWithBooksNm |
| Phone | 7819826550 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 288 UNION ST | AddressLine1Txt |
| City | ROCKLAND | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02370 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| EDWARD H SEKSAY | ||||||||
| 288 UNION STREET | ROCKLAND | MA | 02370 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEFFREY SMITH | ||||||||
| 288 UNION STREET | ROCKLAND | MA | 02370 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GERARD NADEAU | ||||||||
| 288 UNION STREET | ROCKLAND | MA | 02370 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARGARET MCCARTHY | ||||||||
| 288 UNION STREET | ROCKLAND | MA | 02370 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID HOUSTON | ||||||||
| 288 UNION STREET | ROCKLAND | MA | 02370 | DIRECTOR | 1.00 | $1,250 | $0 | $0 |
| ALEXANDRA ANTONINO | ||||||||
| 288 UNION STREET | ROCKLAND | MA | 02370 | TREASURER (NONVOTING) | 1.00 | $0 | $0 | $0 |
| ANDREA BOROWIECKI | ||||||||
| 288 UNION STREET | ROCKLAND | MA | 02370 | CLERK (NONVOTING) | 5.00 | $0 | $0 | $0 |
| JOSHUA HANSON | ||||||||
| 288 UNION STREET | ROCKLAND | MA | 02370 | ASST. TREASURER (NONVOTING) | 1.00 | $0 | $0 | $0 |
| SCOTT SMITH | ||||||||
| 288 UNION STREET | ROCKLAND | MA | 02370 | DIRECTOR | 1.00 | $1,250 | $0 | $0 |
| ALASTAIR IRONSIDE | ||||||||
| 288 UNION STREET | ROCKLAND | MA | 02370 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ROCKLAND TRUST | |||||
| 288 UNION STREET | ROCKLAND | MA | 02370 | FINANCIAL LITERACY | $143,000 |
| ROCKLAND TRUST | |||||
| 288 UNION STREET | ROCKLAND | MA | 02370 | INVESTMENT FEES | $82,536 |
| ROCKLAND TRUST | |||||
| 288 UNION STREET | ROCKLAND | MA | 02370 | ADMINISTRATIVE | $63,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $17,534,100 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $437,887 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,971,987 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,971,987 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $269,580 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,702,407 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $885,120 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $885,120 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,053 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,053 | TotalTaxAmt |
| Distributable Before Adj | $876,067 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $876,067 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $876,067 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,005,582 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,005,582 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,005,582 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $876,067 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $249,444 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $46,095 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $162,815 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $51,973 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $510,327 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,005,582 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $876,067 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $129,515 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $639,842 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $249,444 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $390,398 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $46,095 | ExcessFromYear4Amt |
| Excess From Year2 | $162,815 | ExcessFromYear2Amt |
| Excess From Year1 | $51,973 | ExcessFromYear1Amt |
| Excess From Current Year | $129,515 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ANDREA BOROWIECKI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 288 UNION STREET | AddressLine1Txt |
| City | ROCKLAND | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02370 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7819826550 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS AVAILABLE AT 288 UNION STREET, ROCKLAND, MA 02370. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE APPLICATIONS FOR VARIOUS DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | ROCKLAND TRUST BLUE HILLS CHARITABLE FOUNDATION AWARDS GRANTS TO QUALIFIED 501(C)(3) ORGANIZATIONS THAT MEET OUR GIVING GUIDELINES AND ARE LOCATED IN OR BENEFIT OUR SERVICE AREA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (120 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A SAFE PLACE INC | |||||||
| 5B WINDY WAY | NANTUCKET | MA | 02554 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION INC | |||||||
| 309 WAVERLEY OAKS RD | WALTHAM | MA | 02452 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| ARTISTS FOR HUMANITY | |||||||
| 100 WEST 2ND STREET | BOSTON | MA | 02127 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| ASIAN COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 38 OAK STREET | BOSTON | MA | 02111 | NONE | PC | PROGRAM SUPPORT | $1,500 |
| ASIAN TASK FORCE AGAINST DOMESTIC VIOLENCE INC | |||||||
| PO BOX 120108 | BOSTON | MA | 02112 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| BAY STATE COMMUNITY SERVICES INC | |||||||
| 1120 HANCOCK STREET | QUINCY | MA | 02169 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| BEACON COMMUNITIES CHARITABLE FUND | |||||||
| 125 MERCER STREET | BOSTON | MA | 02127 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| BOSTON ARTS ACADEMY FOUNDATION | |||||||
| 45 TEMPLE PLACE 4TH FLOOR | BOSTON | MA | 02111 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| BOSTON ARTS ACADEMY FOUNDATION | |||||||
| 45 TEMPLE PLACE 4TH FLOOR | BOSTON | MA | 02111 | NONE | PC | PROGRAM SUPPORT | $12,500 |
| BOSTON CHINATOWN NEIGHBORHOOD CENTER | |||||||
| 885 WASHINGTON ST | BOSTON | MA | 02111 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| BOSTON FOUNDATION INC | |||||||
| 75 ARLINGTON STREET 3RD FLOOR | BOSTON | MA | 02116 | NONE | PC | PROGRAM SUPPORT | $20,000 |
| BOSTON HIGASHI SCHOOL INC | |||||||
| 800 NORTH MAIN ST | RANDOLPH | MA | 02368 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| BOSTON PARTNERS IN EDUCATION | |||||||
| 192 SOUTH ST SUITE 600 | BOSTON | MA | 02111 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| BOYS & GIRLS CLUB OF DORCHESTER INC | |||||||
| 1135 DORCHESTER AVENUE | DORCHESTER | MA | 02125 | NONE | PC | PROGRAM SUPPORT | $7,500 |
| BROOKLINE COMMUNITY FOUNDATION | |||||||
| 40 WEBSTER PLACE | BROOKLINE | MA | 02445 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| CARITAS COMMUNITIES INC | |||||||
| 25 BRAINTREE HILL PARK SUITE 206 | BRAINTREE | MA | 02184 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| CARITAS COMMUNITIES INC | |||||||
| 25 BRAINTREE HILL PARK SUITE 206 | BRAINTREE | MA | 02184 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| CASA MYRNA VASQUEZ INC | |||||||
| 451 BLUE HILL AVENUE | DORCHESTER | MA | 02121 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| CATHOLIC MEMORIAL SCHOOL | |||||||
| 235 BAKER STREET | WEST ROXBURY | MA | 02132 | NONE | PC | PROGRAM SUPPORT | $15,000 |
| CHILDREN'S HOSPITAL CORPORATION | |||||||
| 401 PARK DRIVE SUITE 602 | BOSTON | MA | 02215 | NONE | PC | PROGRAM SUPPORT | $500 |
| CHILDREN'S INVESTMENT FUND INC | |||||||
| 18 TREMONT STREET | BOSTON | MA | 02108 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| CITIZENS' HOUSING AND PLANNING ASSOCIATION | |||||||
| ONE BEACON STREET 5TH FLOOR | BOSTON | MA | 02108 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| CODMAN SQUARE HEALTH CENTER INC | |||||||
| 637 WASHINGTON ST | DORCHESTER | MA | 02124 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| COMMUNITY FOUNDATION FOR NANTUCKET | |||||||
| 9B BAYBERRY COURT | NANTUCKET | MA | 02554 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| CRADLES TO CRAYONS INC | |||||||
| 281 NEWTONVILLE AVE | NEWTON | MA | 02460 | NONE | PC | PROGRAM SUPPORT | $500 |
| DCF KIDS FUND INC AKA WONDERFUND | |||||||
| 600 WASHINGTON ST 6TH FLOOR | BOSTON | MA | 02111 | NONE | PC | PROGRAM SUPPORT | $20,000 |
| DEDHAM COMMUNITY ASSOCIATION INC | |||||||
| 671 HIGH STREET | DEDHAM | MA | 02026 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| DIMOCK COMMUNITY FOUNDATION INC | |||||||
| 55 DIMOCK STREET | ROXBURY | MA | 02119 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| DORCHESTER BAY ECONOMIC DEVELOPMENT CORPORATION | |||||||
| 594 COLUMBIA RD | DORCHESTER | MA | 02125 | NONE | PC | PROGRAM SUPPORT | $3,500 |
| DOVE INC | |||||||
| PO BOX 690267 | QUINCY | MA | 02269 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| ECUMENICAL SOCIAL ACTION COMMITTEE | |||||||
| 434 JAMAICAWAY | JAMAICA PLAIN | MA | 02130 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| EDVESTORS INC | |||||||
| 140 CLARENDON ST | BOSTON | MA | 02116 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| ELEVATE YOUTH INC | |||||||
| 89 SOUTH STREET SUITE 203 | BOSTON | MA | 02111 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| FAMILYAID BOSTON INC | |||||||
| 3815 WASHINGTON ST | JAMAICA PLAIN | MA | 02130 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| FATHER BILL'S AND MAINSPRING | |||||||
| 430 BELMONT STREET | BROCKTON | MA | 02301 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| FENWAY COMMUNITY HEALTH CENTER INC | |||||||
| 1340 BOYLSTON ST | BOSTON | MA | 02215 | NONE | PC | PROGRAM SUPPORT | $6,000 |
| FONTBONNE ACADEMY | |||||||
| 930 BROOK RD | MILTON | MA | 02186 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| FRANCISCAN CHILDREN'S | |||||||
| 30 WARREN STREET | BRIGHTON | MA | 02135 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| FRANKLIN PERFORMING ARTS COMPANY INC | |||||||
| 15 WEST CENTRAL | FRANKLIN | MA | 02038 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| FRIENDS OF HOLLY HILL FARM INC | |||||||
| 236 JERUSALEM ROAD | COHASSET | MA | 02025 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| GLAD | |||||||
| 18 TREMONT STREET SUITE 950 | BOSTON | MA | 02108 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| HEALTH CARE WITHOUT WALLS INC | |||||||
| 148 LINDEN STREET SUITE 208 | WELLESLEY | MA | 02482 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| HISPANIC-AMERICAN INSITUTE INC | |||||||
| 126 WASHINGTON ST SUITE 1 | BOSTON | MA | 02136 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| HOME FOR LITTLE WANDERERS | |||||||
| 10 GUEST STREET | BOSTON | MA | 02135 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| HOMESTART INC | |||||||
| 105 CHAUNCY ST SUITE 502 | BOSTON | MA | 02111 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| HORACE MANN EDUCATIONAL ASSOCIATES INC | |||||||
| 8 FORGE PARK EAST | FRANKLIN | MA | 02038 | NONE | PC | PROGRAM SUPPORT | $15,000 |
| HUMAN RIGHTS CAMPAIGN | |||||||
| 1640 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | NONE | PC | PROGRAM SUPPORT | $7,500 |
| HYDE PARK MAIN STREETS INC | |||||||
| 11 FAIRMOUNT SUITE | HYDE PARK | MA | 02136 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| HYDE SQUARE TASK FORCE INC | |||||||
| 30 SUNNYSIDE STREET | JAMAICA PLAIN | MA | 02130 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| INSPIRE ARTS AND MUSIC INC | |||||||
| 47 FAIRMOUNT AVE | HYDE PARK | MA | 02136 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| INTERFAITH SOCIAL SERVICES INC | |||||||
| 105 ADAMS STREET | QUINCY | MA | 02169 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| INTERFAITH SOCIAL SERVICES INC | |||||||
| 105 ADAMS STREET | QUINCY | MA | 02169 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| INTERNATIONAL INSTITUTE OF NEW ENGLAND INC | |||||||
| 2 BOYLSTON ST 3RD FL | BOSTON | MA | 02116 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| INTERNATIONAL RETT SYNDROME FOUNDATION | |||||||
| 4600 DEVITT DRIVE | CINCINNATI | OH | 45246 | NONE | PC | PROGRAM SUPPORT | $1,500 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 60 WALNUT STREET | WELLESLEY | MA | 02481 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| KENNEDY-DONOVAN CENTER INC | |||||||
| 1 COMMERCIAL STREET | FOXBORO | MA | 02035 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| LOVIN' SPOONFULS INC | |||||||
| 1304 COMMONWEALTH AVE SUITE E | BOSTON | MA | 02134 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| MASSACHUSETTS AFFORDABLE HOUSING ALLIANCE INC | |||||||
| 1803 DORCHESTER AVE | DORCHESTER | MA | 02124 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| MASSACHUSETTS ASSOCIATION FOR MENTAL HEALTH | |||||||
| 50 FEDERAL ST 6TH FLOOR | BOSTON | MA | 02110 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| MASSACHUSETTS BAY COMMUNITY COLLEGE FOUNDATION | |||||||
| 50 OAKLAND STREET | WELLESLEY HILLS | MA | 02481 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| MCCOURT FOUNDATION INC | |||||||
| 100 GRANDVIEW RD SUITE 100 | BRAINTREE | MA | 02184 | NONE | PC | PROGRAM SUPPORT | $1,500 |
| MENINO YMCA | |||||||
| 316 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| METRO HOUSING BOSTON | |||||||
| 1411 TREMONT STREET | BOSTON | MA | 021203401 | NONE | PC | PROGRAM SUPPORT | $15,000 |
| MILTON FOUNDATION FOR EDUCATION | |||||||
| PO BOX 223 | MILTON | MA | 02186 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| MILTON LIBRARY FOUNDATION | |||||||
| BOX 314 | MILTON | MA | 02186 | NONE | PC | PROGRAM SUPPORT | $2,400 |
| MORGAN MEMORIAL GOODWILL INDUSTRIES | |||||||
| 1010 HARRISON AVE | BOSTON | MA | 02119 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| NANTUCKET BOYS & GIRLS CLUB INC | |||||||
| 61 SPARKS AVENUE | NANTUCKET | MA | 02554 | NONE | PC | PROGRAM SUPPORT | $12,500 |
| NATIVITY PREPARATORY SCHOOL | |||||||
| 39 LAMARATINE ST | JAMAICA PLAIN | MA | 02130 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| NEIGHBORHOOD OF AFFORDABLE HOUSING INC | |||||||
| 143 BORDER STREET | EAST BOSTON | MA | 02128 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| NEIGHBORWORKS HOUSING SOLUTIONS | |||||||
| 422 WASHINGTON ST | QUINCY | MA | 02169 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| NEW HOPE INC | |||||||
| 247 MAPLE STREET | ATTLEBORO | MA | 02703 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| OAK SQUARE YMCA | |||||||
| 615 WASHINGTON ST | BRIGHTON | MA | 02135 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| ONE CAN HELP INC | |||||||
| PO BOX 55 | WABAN | MA | 02468 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| PAN-MASS CHALLENGE | |||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02445 | NONE | PC | PROGRAM SUPPORT | $50,000 |
| PARKWAY YMCA | |||||||
| 1972 CENTRE STREET | BOSTON | MA | 02132 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| PINE STREET INN INC | |||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| PINE STREET INN INC | |||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| QUINCY AFTER SCHOOL CHILD CARE INC | |||||||
| PO BOX 82 | QUINCY | MA | 021703873 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| QUINCY ASIAN RESOURCES INC | |||||||
| 1509 HANCOCK ST SUITE 209 | QUINCY | MA | 02169 | NONE | PC | PROGRAM SUPPORT | $3,000 |
| READ TO A CHILD | |||||||
| 20 WILLIAM STREET G25 | WELLESLEY | MA | 02481 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| RIAN IMMIGRANT CENTER INC | |||||||
| ONE STATE STREET 8TH FLOOR | BOSTON | MA | 02109 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| ROGERSON COMMUNITIES INC | |||||||
| ONE FLORENCE STREET | BOSTON | MA | 02131 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| ROSIE'S PLACE INC | |||||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| SAINT JOSEPH PREPARATORY HIGH SCHOOL | |||||||
| 617 CAMBRIDGE ST | BOSTON | MA | 02134 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| SAMARITANS | |||||||
| 41 WEST ST 4TH | BOSTON | MA | 02111 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| SANTA FOUNDATION INC | |||||||
| 1 JOY STREET | FRANKLIN | MA | 02038 | NONE | PC | PROGRAM SUPPORT | $1,500 |
| SAVE THE HARBOR SAVE THE BAY INC | |||||||
| 212 NORTHERN AVE SUITE 304 W | BOSTON | MA | 02210 | NONE | PC | PROGRAM SUPPORT | $3,500 |
| SELF HELP INC | |||||||
| 780 WEST MAIN ST | AVON | MA | 02322 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| SILVER LINING MENTORING INC | |||||||
| 727 ATLANTIC AVE 3RD FLOOR | BOSTON | MA | 02111 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| SMALL FRIENDS ON NANTUCKET | |||||||
| 21 NOBADEER FARM RD | NANTUCKET | MA | 02554 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| SOCIAL INNOVATION FORUM | |||||||
| 2 OLIVER STREET | BOSTON | MA | 02109 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC | |||||||
| 7 BISHOP STREET | FRAMINGHAM | MA | 01702 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| SOUTH SHORE HABITAT FOR HUMANITY | |||||||
| 20 MATHEWSON DR | WEYMOUTH | MA | 02189 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| SOUTHWEST BOSTON COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 11 FAIRMOUNT AVE ROOM 101 | HYDE PARK | MA | 02136 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| SOUTHWEST BOSTON SENIOR SERVICES INC | |||||||
| ETHOS 555 AMORY | JAMAICA PLAIN | MA | 02130 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| ST COLUMBKILLE SCHOOL INC | |||||||
| 25 ARLINGTON ST | BRIGHTON | MA | 02135 | NONE | PC | PROGRAM SUPPORT | $25,000 |
| ST FRANCIS HOUSE | |||||||
| PO BOX 120499 | BOSTON | MA | 021120499 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| ST FRANCIS HOUSE | |||||||
| PO BOX 120499 | BOSTON | MA | 021120499 | NONE | PC | PROGRAM SUPPORT | $3,000 |
| ST FRANCIS HOUSE | |||||||
| PO BOX 120499 | BOSTON | MA | 021120499 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 313 WASHINGTON | NEWTON | MA | 02458 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| ST MARY OF THE HILLS SCHOOL | |||||||
| 250 BROOK ROAD | MILTON | MA | 02186 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| STEPS TO SUCCESS INC | |||||||
| PO BOX 470421 | BROOKLINE | MA | 02447 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| STRONG WOMEN STRONG GIRLS INC | |||||||
| 555 AMORY STREET | JAMAICA PLAIN | MA | 02130 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| THE ARC OF SOUTH NORFOLK INC | |||||||
| 789 CLAPBOARDTREE ST | WESTWOOD | MA | 02090 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| THE LITERACY CONNECTION | |||||||
| 637 CAMBRIDGE ST | BRIGHTON | MA | 02135 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| THE SUN WILL RISE FOUNDATION | |||||||
| 541 WASHINGTON ST | BRAINTREE | MA | 02184 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| THE URBAN FARMING INSITUTE OF BOSTON INC | |||||||
| 487R NORFOLK STREET | MATTAPAN | MA | 02126 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| THOMPSON ISLAND OUTWARD BOUND EDUCATION CENTER INC | |||||||
| PO BOX 127 | BOSTON | MA | 02127 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| THOMPSON ISLAND OUTWARD BOUND EDUCATION CENTER INC | |||||||
| PO BOX 127 | BOSTON | MA | 02127 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| TRINITY CATHOLIC ACADEMY | |||||||
| 37 ERIE AVENUE | BROCKTON | MA | 02302 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| UNITED CHURCH OF CHRIST - STRATFORD ST UNITED CHURCH | |||||||
| 77 STRATFORD ST | WEST ROXBURY | MA | 02132 | NONE | PC | PROGRAM SUPPORT | $2,000 |
| UNITED WAY OF TRI COUNTY INC | |||||||
| 46 PARK STREET | FRAMINGHAM | MA | 01702 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| URBAN EDGE HOUSING CORP | |||||||
| 1542 COLUMBUS AVE | ROXBURY | MA | 02119 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| VERONICA B SMITH MULTI-SERVICE SENIOR CENTER | |||||||
| 20 CHESTNUT HILL AVE | BRIGHTON | MA | 02135 | NONE | PC | PROGRAM SUPPORT | $15,000 |
| VIETNAM VETERANS WORKSHOP INC | |||||||
| 17 COURT STREET | BOSTON | MA | 02108 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| WEST END HOUSE BOYS & GIRLS CLUB | |||||||
| 105 ALLSTON STREET | ALLSTON | MA | 02134 | NONE | PC | PROGRAM SUPPORT | $25,000 |
| WEST END HOUSE CAMP INC | |||||||
| 105 ALLSTON STREET | ALLSTON | MA | 02134 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| WEST END HOUSE GIRLS CAMP INC | |||||||
| 105 ALLSTON STREET | ALLSTON | MA | 02134 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| WORK INCORPORATED | |||||||
| 25 BEACH STREET | DORCHESTER | MA | 02122 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER BOSTON | |||||||
| 316 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $783,400 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $400,978 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $337,416 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $738,394 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $738,394 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS - DETAIL UPON REQUEST. | StockNm |
| EOY Book Value | $18,743,948 | EOYBookValueAmt |
| EOYFMV | $18,743,948 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| GUIDESTAR | $1,000 | $0 | $0 | $1,000 |
| MA FILING FEES | $250 | $0 | $0 | $250 |
| SOFTWARE | $9,852 | $0 | $0 | $9,852 |
| MISC EXPENSE | $80 | $0 | $0 | $80 |
| ROCKLAND TRUST ADMINISTRATIVE CHARGES | $63,000 | $0 | $0 | $63,000 |
| INVESTMENT FEES | $82,536 | $82,536 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN UNREALIZED MARKET VALUE | $300,546 |
| BOOK/TAX VARIANCE IN REALIZED GAIN | $621,837 |
| NONDIVIDEND DISTRIBUTION | $35,212 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ROCKLAND TRUST - FINANCIAL LITERACY | CategoryTxt |
| Amt | $143,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $143,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX | $104,085 | $0 | $0 | $0 |
| FOREIGN TAX | $2,090 | $2,090 | $0 | $0 |