2021-05-10T13:15:13-05:00 2020-12-31 042689883 WOLF & COMPANY PC 99 HIGH STREET 21ST FLOOR BOSTON MA 02110 990PF 2020-01-01 200318941 NEWBURYPORT BANK CHARITABLE FOUNDATION INC NEWB 9784623136 63 STATE STREET NEWBURYPORT MA 01950 TIMOTHY FELTER TREASURER/DIRECTOR 9784623136 2021-05-10 1 TIMOTHY FELTER 000001148 HARRY A KALAJIAN JR CPA P00464296 6174399700 2021-05-10 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 5903314 X X 71 71 211110 211110 58554 450000 58554 269735 269735 0 0 0 1900 0 1900 1000 0 0 144 0 144 3044 0 2044 396450 396450 399494 0 398494 -129759 269735 8231 59309 59309 5819896 5844005 5844005 5828127 5903314 5903314 0 0 X 0 0 0 0 5828127 5903314 5828127 5903314 5828127 5903314 5828127 -129759 204946 5903314 0 5903314 AMERICAN BALANCED FUND P 2020-05-21 100000 74150 25850 25850 WASHINGTON MUTUAL INVESTORS FUND P 2020-01-29 125000 108584 16416 16416 WASHINGTON MUTUAL INVESTORS FUND P 2020-04-16 100000 103704 -3704 -3704 WASHINGTON MUTUAL INVESTORS FUND P 2020-12-31 125000 105008 19992 19992 58554 3749 0 3749 0 3749 4684 0 0 0 4684 0 935 935 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 SECRETARY 1.00 0 0 0 NONE 0 NONE 0 N/A 0 NONE 0 0 0 5395050 59864 0 5454914 0 0 5454914 81824 5373090 268655 268655 3749 3749 264906 0 264906 0 264906 398494 0 398494 0 398494 264906 0 0 72702 7709 153042 233453 398494 0 0 0 264906 133588 0 0 367041 0 0 0 0 0 0 0 367041 72702 7709 153042 133588 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. ANCHOR OF HOPE DIAPER BANK 69 SUMMER ST HAVERHILL MA 01830 NOT RELATED PC EXEMPT PURPOSE 500 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 BYFIELD COMMUNITY ARTS CENTER 7 CENTRAL ST BYFIELD MA 01922 NOT RELATED PC EXEMPT PURPOSE 1500 CAP OF STRAFFORD COUNTY 642 CENTRAL AVE DOVER NH 03820 NOT RELATED PC EXEMPT PURPOSE 2500 COASTAL CONNECTIONS INC 35 WATER ST AMESBURY MA 01913 NOT RELATED PC EXEMPT PURPOSE 2500 COASTAL ECONOMIC DEVELOPMENT CORPORATION PO BOX 698 NORTH HAMPTION NH 03862 NOT RELATED PC EXEMPT PURPOSE 5000 CROSS ROADS HOUSE 600 LAFAYETTE RD PORTSMOUTH NH 03801 NOT RELATED PC EXEMPT PURPOSE 5000 ESSEX COUNTY COMMUNITY FOUNDATION 175 ANDOVER ST DANVERS MA 01923 NOT RELATED PC EXEMPT PURPOSE 5000 EXETER HOSPITAL 5 ALUMNI DRIVE EXETER NH 03833 NOT RELATED PC EXEMPT PURPOSE 50000 FAMILIES FIRST HEALTH AND COMMUNITY SUPPORT 100 CAMPUS DRIVE PORTSMOUTH NH 03801 NOT RELATED PC EXEMPT PURPOSE 5000 FIREHOUSE CENTER FOR THE ARTS 1 MARKET SQUARE 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 GREEN PATH INC 36500 CORPORATE DRIVE FARMINGTON HILLS MI 48331 NOT RELATED PC EXEMPT PURPOSE 12000 LUCY'S LOVE BUS 21 WATER ST SUITE 302 AMESBURY MA 01913 NOT RELATED PC EXEMPT PURPOSE 7500 MERROHAWKE NATURE SCHOOL 56 MERRIMAC ST NEWBURYPORT MA 01950 NOT RELATED PC EXEMPT PURPOSE 20000 MONARCH SCHOOL OF NEW ENGLAND 105 EASTERN AVE ROCHESTER NH 03867 NOT RELATED PC EXEMPT PURPOSE 1500 MY FRIEND'S PLACE 368 WASHINGTON ST DOVER NH 03820 NOT RELATED PC EXEMPT PURPOSE 5000 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 1500 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 LITERARY ASSOCIATION INC 157 LOW ST NEWBURYPORT MA 01950 NOT RELATED PC EXEMPT PURPOSE 6000 NEWBURYPORT MARITIME SOCIETY 25 WATER ST NEWBURYPORT MA 01950 NOT RELATED PC EXEMPT PURPOSE 5000 NOURISHING THE NORTH SHORE 13 MARKET ST NEWBURYPORT MA 01950 NOT RELATED PC EXEMPT PURPOSE 2500 OUR NEIGHBOR'S TABLE 194 MAIN ST AMESBURY MA 01913 NOT RELATED PC EXEMPT PURPOSE 25000 SALISBURY COUNCIL ON AGING 43 LAFAYETTE RD SALISBURY MA 01952 NOT RELATED PC EXEMPT PURPOSE 3300 SALISBURY ELEMENTARY SCHOOL PTA 100 LAFAYETTE RD SALISBURY MA 01952 NOT RELATED PC EXEMPT PURPOSE 3650 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 SEACOAST CHARTER SCHOOL 171 WATSON RD DOVER NH 03802 NOT RELATED PC EXEMPT PURPOSE 2500 SEACOAST COMMUNITY LUNCH 18 COURT ST PORTSMOUTH NH 03801 NOT RELATED PC EXEMPT PURPOSE 500 SEACOAST EDUCATIONAL ENDOWMENT DOVER 61 LOCUST ST SUITE 236 DOVER NH 03820 NOT RELATED PC EXEMPT PURPOSE 1500 SEACOAST MENTAL HEALTH CENTER 1145 SAGAMORE AVE PORTSMOUTH NH 03801 NOT RELATED PC EXEMPT PURPOSE 2500 SIMPLE LIVING INC 56 SPARHAWK ST AMESBURY MA 01913 NOT RELATED PC EXEMPT PURPOSE 5000 SOUTHERN NEW HAMPSHIRE SERVICES INC 40 PINE ST MANCHESTER NH 03103 NOT RELATED PC EXEMPT PURPOSE 2500 ST PAUL'S EPISCOPAL CHURCH 166 HIGH ST NEWBURYPORT MA 01950 NOT RELATED PC EXEMPT PURPOSE 5000 THE ARC OF GREATER HAVERHILL-NEWBURYPORT 57 WINGATE ST SUITE 301 HAVERHILL MA 01832 NOT RELATED PC EXEMPT PURPOSE 2500 THE IMPOSSIBLE DREAM 23 JOHNSON ST NEWBURYPORT MA 01950 NOT RELATED PC EXEMPT PURPOSE 1000 THE PELICAN INTERVENTION FUND 175 ANDOVER ST DANVERS MA 01923 NOT RELATED PC EXEMPT PURPOSE 7500 THE PETTENGILL HOUSE 13 LAFAYETTE RD SALISBURY MA 01952 NOT RELATED PC EXEMPT PURPOSE 35000 WENTWORTH DOUGLASS HOSPITAL 79 CENTRAL AVE DOVER NH 03820 NOT RELATED PC EXEMPT PURPOSE 50000 ZOO NEW ENGLAND 1 FRANKLIN PARK RD BOSTON MA 02121 NOT RELATED PC EXEMPT PURPOSE 20000 396450 GREEN PATH INC 36500 CORPORATE DRIVE FARMINGTON HILLS MI 48331 NOT RELATED PC EXEMPT PURPOSE 14000 ANNA JAQUES COMMUNITY HEALTH FOUNDATION 25 HIGHLAND AVE NEWBURYPORT MA 01950 NOT RELATED PC EXEMPT PURPOSE 160000 WENTWORTH DOUGLASS HOSPITAL 79 CENTRAL AVE DOVER NH 03820 NOT RELATED PC EXEMPT PURPOSE 200000 NEWBURYPORT EDUCATION FOUNDATION INC PO BOX 1002 NEWBURYPORT MA 01950 NOT RELATED PC EXEMPT PURPOSE 20000 394000 14 71 14 211110 18 58554 0 269735 0 269735 0 0 0 0 0 0 0 0 0 0 WOLF & COMPANY, P.C. 1900 0 1900 NONE 0 MUTUAL FUNDS FMV 5844005 5844005 STATE FILING FEES 144 0 144 CHANGE IN UNREALIZED GAINS/LOSSES 204946 2020 FEDERAL ESTIMATED TAXES 1000 0 0