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ROCKLAND TRUST FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
ROCKLAND TRUST FOUNDATION INC (EIN 20-2668833)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-16
IRS object ID
202033219349101783
Schema version
2019v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-16T09:59:44-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042513210PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GERALD T REILLY & COMPANYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1424 ADAMS STREETAddressLine1Txt
CityMILTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02186ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN202668833EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROCKLAND TRUST CHARITABLE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROCKBusinessNameControlTxt
Phone7819826100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1288 UNION STREETAddressLine1Txt
CityROCKLANDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02370ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEANNE TRAVERSPersonNm
Person TitleTREASURERPersonTitleTxt
Phone7819826100PhoneNum
Signature2020-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHARLES R KENNEDY CPAPreparerPersonNm
PTINP00232808PTIN
Phone6176968900PhoneNum
Preparation2020-11-09PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address173.14.170.162IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-12IPDt
IP Tm09:47:51IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id09B936C3202CE28E8B8F088EAED3BB7786A02837AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$16,988,512FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$200,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$394,754DividendsRevAndExpnssAmt
Dividends Net Invst Incm$394,754DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$418,919NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,994,562GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$418,919CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,013,673TotalRevAndExpnssAmt
Total Net Invst Incm$813,673TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$14,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,500AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$10,500AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$14,506TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,244TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$159,699OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$81,012OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$78,692OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$188,205TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$87,756TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$89,192TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$912,230ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$944,230ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,100,435TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$87,756TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,033,422TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$86,762ExcessRevenueOverExpensesAmt
Net Investment Income$725,917NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$80,281CashBOYAmt
Cash EOY$16,812CashEOYAmt
Cash EOYFMV$16,812CashEOYFMVAmt
Sav And Temp Cash Invst BOY$235,980SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$433,137SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$433,137SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$2,558PrepaidExpensesBOYAmt
Prepaid Expenses EOY$2,848PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$2,848PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$2,827,341USGovernmentObligationsBOYAmt
US Government Obligations EOY$3,173,402USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$3,173,402USGovtObligationsEOYFMVAmt
Corporate Stock BOY$10,301,030CorporateStockBOYAmt
Corporate Stock EOY$9,293,139CorporateStockEOYAmt
Corporate Stock EOYFMV$9,293,139CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,870,756CorporateBondsBOYAmt
Corporate Bonds EOY$4,069,174CorporateBondsEOYAmt
Corporate Bonds EOYFMV$4,069,174CorporateBondsEOYFMVAmt
Total Assets BOY$15,317,946TotalAssetsBOYAmt
Total Assets EOY$16,988,512TotalAssetsEOYAmt
Total Assets EOYFMV$16,988,512TotalAssetsEOYFMVAmt
Grants Payable BOY$332,000GrantsPayableBOYAmt
Grants Payable EOY$300,000GrantsPayableEOYAmt
Total Liabilities BOY$332,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$300,000TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$14,985,946RetainedEarningBOYAmt
Retained Earning EOY$16,688,512RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$14,985,946TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$16,688,512TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$15,317,946TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$16,988,512TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$14,985,946TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$86,762ExcessRevenueOverExpensesAmt
Other Increases$1,796,779OtherIncreasesAmt
Subtotal$16,695,963SubtotalAmt
Other Decreases$7,451OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$16,688,512TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$1,077,790$1,069,098$8,692$8,692
PUBLICLY TRADED SECURITIESP$3,705,306$3,358,241$347,065$347,065
PUBLICLY TRADED SECURITIESP$148,304$148,304$0$0
PUBLICLY TRADED SECURITIESP$1,646$1,646$1,646
CAPITAL GAINS DIVIDENDSP$61,516$61,516$61,516
FieldValueIRS element (for citing)
Capital Gain Net Income$418,919CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$8,692NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$968,964AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$11,492,586NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.084312DistributionYr1Rt
Adjusted Qlfy Distri Yr2$449,982AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$7,116,368NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.063232DistributionYr2Rt
Adjusted Qlfy Distri Yr3$350,939AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$7,101,281NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.049419DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,351,885AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$6,775,749NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.199518DistributionYr4Rt
Adjusted Qlfy Distri Yr5$386,622AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$6,441,184NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.060023DistributionYr5Rt
Total Distribution0.456504TotalDistributionRt
Average Distribution0.091301AverageDistributionRt
Net Vl Noncharitable Assets$16,078,812NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,468,012AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$7,259NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,475,271AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,033,422QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$14,518InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$14,518SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$14,518TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,400EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$14,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$22,400TotalPaymentsAndCreditsAmt
Es Penalty$9EsPenaltyAmt
Overpayment$7,873OverpaymentAmt
Applied To ES Tax$7,873AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.ROCKLANDTRUST.COMWebsiteAddressTxt
Individual With BooksJEANNE TRAVERSIndividualWithBooksNm
Phone7819826637PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line158 MAIN STREETAddressLine1Txt
CityFRANKLINCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02038ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
EDWARD H SEKSAY
288 UNION STREETROCKLANDMA02370PRESIDENT/DIRECTOR1.00$0$0$0
JEFFREY SMITH
288 UNION STREETROCKLANDMA02370DIRECTOR1.00$0$0$0
GERARD NADEAU
288 UNION STREETROCKLANDMA02370DIRECTOR1.00$0$0$0
MARGARET MCCARTHY
288 UNION STREETROCKLANDMA02370DIRECTOR1.00$0$0$0
JENNIFER MARINO
288 UNION STREETROCKLANDMA02370DIRECTOR1.00$0$0$0
ALEXANDRA ANTONINO
288 UNION STREETROCKLANDMA02370TREASURER (NONVOTING)1.00$0$0$0
JEANNE L TRAVERS
288 UNION STREETROCKLANDMA02370CLERK (NONVOTING)5.00$0$0$0
JOSHUA HANSON
288 UNION STREETROCKLANDMA02370ASST. TREASURER (NONVOTING)1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
ROCKLAND TRUST
288 UNION STREETROCKLANDMA02370INVESTMENT MANAGEMENT$79,366
ROCKLAND TRUST
288 UNION STREETROCKLANDMA02370ADMINISTRATIVE$63,000
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$15,944,051AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$379,616AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$16,323,667TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$16,323,667AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$244,855CashDeemedCharitableAmt
Net Vl Noncharitable Assets$16,078,812NetVlNoncharitableAssetsAmt
Minimum Investment Return$803,941MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$803,941MinimumInvestmentReturnAmt
Tax Based On Investment Income$14,518TaxBasedOnInvestmentIncomeAmt
Total Tax$14,518TotalTaxAmt
Distributable Before Adj$789,423DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$789,423DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$789,423DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,033,422ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,033,422QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,033,422AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$789,423DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$813,999ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,157,538ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$99,313ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$402,687ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,473,537TotalExcessDistributionCyovAmt
Qualifying Distributions$1,033,422QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$789,423AppliedToCurrentYearAmt
Remaining Distri From Corpus$243,999RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,717,536TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$813,999ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,903,537ExcessDistriCyovToNextYrAmt
Excess From Year4$1,157,538ExcessFromYear4Amt
Excess From Year2$99,313ExcessFromYear2Amt
Excess From Year1$402,687ExcessFromYear1Amt
Excess From Current Year$243,999ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJEANNE TRAVERSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1288 UNION STREETAddressLine1Txt
CityROCKLANDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02370ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7819826637RecipientPhoneNum
Form And Info And MaterialsAPPLICATIONS AVAILABLE AT 288 UNION STREET, ROCKLAND, MA 02370.FormAndInfoAndMaterialsTxt
Submission DeadlinesSEE APPLICATIONS FOR VARIOUS DEADLINES.SubmissionDeadlinesTxt
Restrictions On AwardsROCKLAND TRUST 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 (194 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ADVERTISING CLUB OF GREATER BOSTON FOUNDATION INC
22 BATTERYMARCH STREETBOSTONMA02109NONEPCPROGRAM SUPPORT$10,000
ALDEN KINDRED OF AMERICA INC
105 ALDEN STREETDUXBURYMA02331NONEPCPROGRAM SUPPORT$3,000
ALS ONE
8 INDUSTRIAL WAYWHITMANMA02382NONEPCPROGRAM SUPPORT$5,000
AMERICAN CONSUMER CREDIT COUNSELING INC
130 RUMFORD AVENUEAUBURNDALEMA02466NONEPCPROGRAM SUPPORT$20,000
APPLE TREE ARTS INC
ONE GRAFTON COMMONGRAFTONMA01519NONEPCPROGRAM SUPPORT$1,000
AQUIDNECK LAND TRUST
790 AQUIDNECK AVENUEMIDDLETOWNRI02842NONEPCPROGRAM SUPPORT$5,000
ARTISTS FOR HUMANITY
100 WEST 2ND STREETBOSTONMA02127NONEPCPROGRAM SUPPORT$5,000
ASIAN AMERICAN CIVIC ASSOCIATION
87 TYLER STREETBOSTONMA02111NONEPCPROGRAM SUPPORT$3,000
ATTLEBORO AREA INTERFAITH COLLABORATIVE
95 PINE STREETATTLEBOROMA02703NONEPCPROGRAM SUPPORT$1,000
ATTLEBORO MUSEUM INC
86 PARK STREETATTLEBOROMA02703NONEPCPROGRAM SUPPORT$2,500
BARNSTABLE LAND TRUST INC
1540 MAIN STREETW BARNSTABLEMA02668NONEPCPROGRAM SUPPORT$2,500
BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH
275 SANDWICH STREETPLYMOUTHMA02360NONEPCPLEDGE$12,000
BIG BROTHERS BIG SISTERS OF MASSACHUSETTS BAY
75 FEDERAL ST 8TH FLOORBOSTONMA021101913NONEPCPROGRAM SUPPORT$5,000
BIG BROTHERS BIG SISTERS OF RHODE ISLAND INC
1540 PONTIAC AVENUECRANSTONRI02920NONEPCPROGRAM SUPPORT$5,000
BOSTON ARTS ACADEMY FOUNDATION
45 TEMPLE PLACE 4TH FLOORBOSTONMA02111NONEPCPROGRAM SUPPORT$5,000
BOSTON CHINATOWN NEIGHBORHOOD CENTER
885 WASHINGTON STBOSTONMA021111415NONEPCPROGRAM SUPPORT$10,000
BOSTON COLLEGE HIGH SCHOOL
150 MORRISSEY BOULEVARDBOSTONMA02125NONEPCPLEDGE$25,000
BOSTON PARTNERS IN EDUCATION
44 FARNSWORTH STREETBOSTONMA02210NONEPCPROGRAM SUPPORT$5,000
BOYS & GIRLS CLUB OF BROCKTON (AKA BOYS & GIRLS CLUBS OF METRO SOUTH)
233 WARREN AVENUEBROCKTONMA023014321NONEPCPROGRAM SUPPORT$5,000
BOYS & GIRLS CLUB OF BROCKTON (AKA BOYS & GIRLS CLUBS OF METRO SOUTH)
233 WARREN AVENUEBROCKTONMA023014321NONEPCPROGRAM SUPPORT$5,000
BOYS & GIRLS CLUB OF DORCHESTER INC
1135 DORCHESTER AVENUEDORCHESTERMA02125NONEPCPROGRAM SUPPORT$10,000
BOYS & GIRLS CLUB OF FALL RIVER
803 BEDFORD STREET PO BOX 5155FALL RIVERMA02723NONEPCPROGRAM SUPPORT$2,500
BOYS & GIRLS CLUB OF FALL RIVER
803 BEDFORD STREET PO BOX 5155FALL RIVERMA02723NONEPCPROGRAM SUPPORT$1,250
BOYS & GIRLS CLUB OF MARSHFIELD INC
37 PROPRIETORS DRIVEMARSHFIELDMA02061NONEPCPROGRAM SUPPORT$3,000
BOYS & GIRLS CLUB OF PROVIDENCE
550 WICKENDEN STREETPROVIDENCERI02903NONEPCPROGRAM SUPPORT$10,000
BOYS AND GIRLS CLUB OF WORCESTER
65 TAINTER STREETWORCESTERMA01610NONEPCPROGRAM SUPPORT$5,000
BRIDGEWATER STATE UNIVERSITY FOUNDATION
26 SUMMER STREETBRIDGEWATERMA02325NONEPCPROGRAM SUPPORT$5,000
BRISTOL COMMUNITY COLLEGE FOUNDATION INC
777 ELSBREE STREETFALL RIVERMA02720NONEPCPROGRAM SUPPORT$2,500
BROCKTON AREA MULTI-SERVICES
10 CHRISTYS DRIVEBROCKTONMA02301NONEPCPROGRAM SUPPORT$2,500
BROCKTON VISITING NURSE ASSOCIATION
500 BELMONT STBROCKTONMA02301NONEPCPROGRAM SUPPORT$7,500
BROOKLINE TEEN CENTER INC
40 ASPINWALL AVENUEBROOKLINEMA02446NONEPCPROGRAM SUPPORT$2,500
BUTTON HOLE
ONE BUTTON HOLE DRIVEPROVIDENCERI02909NONEPCPROGRAM SUPPORT$1,730
CAPE COD CHILD DEVELOPMENT PROGRAM INC
83 PEARL STREETHYANNISMA02601NONEPCPROGRAM SUPPORT$2,500
CAPE COD COMMERICIAL FISHERMENS ALLIANCE INC
1566 MAIN STREETCHATHAMMA02633NONEPCPROGRAM SUPPORT$2,500
CAPE COD COMMUNITY COLLEGE EDUCATIONAL FOUNDATION INC
2240 IYANNOUGH RDW BARNSTABLEMA02668NONEPCPLEDGE$5,000
CAPE COD COMMUNITY COLLEGE EDUCATIONAL FOUNDATION INC
2240 IYANNOUGH RDW BARNSTABLEMA02668NONEPCPROGRAM SUPPORT$3,000
CAPE COD PRIDE INC
PO BOX 246MASHPEEMA02649NONEPCPROGRAM SUPPORT$1,500
CAPE COD YMCA
2245 IYANNOUGH ROADW BARNSTABLEMA02668NONEPCPROGRAM SUPPORT$5,000
CARDINAL CUSHING CENTERS INC
405 WASHINGTON STREETHANOVERMA02339NONEPCPROGRAM SUPPORT$15,000
CARITAS COMMUNITIES INC
25 BRAINTREE HILL OFFICE PARKBRAINTREEMA02184NONEPCPROGRAM SUPPORT$2,000
CATHOLIC CHARITIES DIOCESE OF WORCESTER INC
10 HAMMOND STREETWORCESTERMA01610NONEPCPROGRAM SUPPORT$5,000
CATHOLIC SEAL FOUNDATION INC
71 MAIN STREET SUITE 8LAKEVILLEMA02347NONEPCPROGRAM SUPPORT$2,500
CHAPEL HILL-CHAUNCY HALL SCHOOL
785 BEAVER STREETWALTHAMMA02452NONEPCPLEDGE$10,000
CHARITY GUILD INC
501 MAIN STREETBROCKTONMA02301NONEPCPROGRAM SUPPORT$1,500
CHILDREN'S INVESTMENT FUND INC
18 TREMONT STREET SUITE 500BOSTONMA02108NONEPCPROGRAM SUPPORT$15,000
CHRYSTINE M SULLIVAN MEMORIAL FUND INC
PO BOX 762HANOVERMA02339NONEPCPROGRAM SUPPORT$2,500
COASTAL FOODSHED INC
466 BROCK AVENEW BEDFORDMA02744NONEPCPROGRAM SUPPORT$2,500
COHASSET CENTER FOR STUDENT COASTAL RESEARCH INC
40 PARKER AVENUECOHASSETMA02025NONEPCPROGRAM SUPPORT$1,000
COLLEGE LIGHT OPERA COMPANY INC
54 CHAPOQUOIT ROADFALMOUTHMA02540NONEPCPROGRAM SUPPORT$2,500
COLLEGE VISIONS
131 WASHINGTON STREET SUITE 205PROVIDENCERI02903NONEPCPROGRAM SUPPORT$1,000
COMMUNITY NURSE HOME CARE INC
62 CENTER STFAIRHAVENMA02719NONEPCPROGRAM SUPPORT$2,500
COMMUNITY VISITING NURSE AGENCY INC
10 EMORY STREETATTLEBOROMA02703NONEPCPROGRAM SUPPORT$5,000
CRISTO REY BOSTON HIGH SCHOOL
100 SAVIN HILL AVENUEBOSTONMA02125NONEPCPROGRAM SUPPORT$3,000
DCF KIDS FUND INC AKA WONDERFUND
600 WASHINGTON STREETBOSTONMA02111NONEPCPROGRAM SUPPORT$20,000
DUFFY HEALTH CENTER INC
94 MAIN STREETHYANNISMA02601NONEPCPROGRAM SUPPORT$3,500
DUXBURY BEACH RESERVATION INC
457 WASHINGTON STREETDUXBURYMA02332NONEPCPROGRAM SUPPORT$5,000
EMPOWER HER INC
137 WASHINGTON STREETNORWELLMA02061NONEPCPROGRAM SUPPORT$2,500
EPIPHANY SCHOOL
154 CENTRE STREETDORCHESTERMA02124NONEPCPROGRAM SUPPORT$2,500
FAMILIES FIRST PARENTING PROGRAMS
9 GALEN STREET SUITE 400WATERTOWNMA02130NONEPCPROGRAM SUPPORT$3,000
FAMILY & COMMUNITY RESOURCES INC
18 NEWTON STREETBROCKTONMA02324NONEPCPROGRAM SUPPORT$1,500
FAMILY EQUALITY COUNCIL
475 PARK AVENUE SOUTH SUITE 2100NEW YORKNY10016NONEPCPROGRAM SUPPORT$5,000
FARM AND COMMUNITY COLLABORATIVE INC
2 MARK TWAIN DRIVELAKEVILLEMA02347NONEPCPROGRAM SUPPORT$1,000
FENWAY COMMUNITY HEALTH CENTER INC
1340 BOYLSTON STREETBOSTONMA02215NONEPCPROGRAM SUPPORT$6,000
FOUNDATION FOR METROWEST INC
3 ELLIOTT STREETNATICKMA01760NONEPCPROGRAM SUPPORT$5,000
FOUNDATION TO ADVANCE CATHOLIC EDUCATION
450 HIGHLAND AVEFALL RIVERMA02722NONEPCPROGRAM SUPPORT$10,000
FRIENDS OF BOSTON'S HOMELESS
12 WISE STREETBOSTONMA02130NONEPCPROGRAM SUPPORT$2,500
FRIENDS OF THE CHILDREN - BOSTON INC
184 DUDLEY STREET SUITE 100ROXBURYMA021192556NONEPCPROGRAM SUPPORT$10,000
FRIENDS OF THE REV LARSON SENIOR CENTER INC
25 SOUTH MAIN STREETATTLEBOROMA02703NONEPCPROGRAM SUPPORT$1,000
FRIENDSHIP HOME INC
458 MAIN STNORWELLMA02061NONEPCPLEDGE$10,000
FULLER CRAFT MUSEUM INC
455 OAK STREETBROCKTONMA02301NONEPCPROGRAM SUPPORT$5,000
GIRL SCOUTS OF EASTERN MASSACHUSETTS INC
420 BOYLSTON STREET SUITE 505BOSTONMA02116NONEPCPROGRAM SUPPORT$5,000
GIRL SCOUTS OF SOUTHEASTERN NEW ENGLAND
500 GREENWICH AVENUEWARWICKRI02886NONEPCPROGRAM SUPPORT$2,500
GREATER BOSTON PFLAG
85 RIVER STREET SUITE 3AWALTHAMMA02453NONEPCPROGRAM SUPPORT$5,000
GROUNDWORK SOMERVILLE INC
337 SOMERVILLE AVENUE 2BSOMERVILLEMA02143NONEPCPROGRAM SUPPORT$1,000
HEALTH IMPERATIVES INC
942 WEST CHESTNUT STREETBROCKTONMA02301NONEPCPROGRAM SUPPORT$1,000
HISTORIC HIGHFIELD INC
56 HIGHFIELD DRIVEFALMOUTHMA02540NONEPCPROGRAM SUPPORT$5,000
HOCKOMOCK YOUNG MENS CHRISTIAN ASSOCIATION INC
300 ELMWOOD STREETNORTH ATTLEBOROMA02760NONEPCPROGRAM SUPPORT$2,500
HOPKINTON CENTER FOR THE ARTS
98 HAYDEN ROWE STREETHOPKINTONMA01748NONEPCPROGRAM SUPPORT$1,000
HORACE MANN EDUCATIONAL ASSOCIATES INC
8 FORGE PARKFRANKLINMA02038NONEPCPROGRAM SUPPORT$8,500
HOUSE OF POSSIBILITIES INC
350 WASHINGTON STREETEASTONMA02356NONEPCPROGRAM SUPPORT$2,500
HOUSING SOLUTIONS FOR SOUTHEASTERN MA
169 SUMMER STREETKINGSTONMA02364NONEPCPROGRAM SUPPORT$7,500
ISLAND FOOD PANTRY OF MARTHAS VINEYARD INC
PO BOX 1874VINEYARD HAVENMA02568NONEPCPROGRAM SUPPORT$2,500
ITALIAN HOME FOR CHILDREN
1125 CENTRE STREETJAMAICA PLAINMA02130NONEPCPROGRAM SUPPORT$2,500
JETT FOUNDATION INC
36 CORDAGE PARK CIRCLE SUITE 328PLYMOUTHMA02360NONEPCPROGRAM SUPPORT$5,000
JOHN M BARRY BOYS & GIRLS CLUB OF NEWTON INC
675 WATERTOWN STREETNEWTONVILLEMA02460NONEPCPROGRAM SUPPORT$2,500
JORDAN HOSPITAL CLUB INC
275 SANDWICH STREETPLYMOUTHMA02360NONEPCPROGRAM SUPPORT$5,000
JUNIOR ACHIEVEMENT OF SOUTHERN MASSACHUSETTS
128 UNION STREETNEW BEDFORDMA02740NONEPCPROGRAM SUPPORT$1,500
JUVENILE DIABETES RESEARCH FOUNDATION
60 WALNUT STREETWELLESLEYMA02481NONEPCPROGRAM SUPPORT$1,000
KENNEDY-DONOVAN CENTER INC
1 COMMERCIAL STREETFOXBOROMA02035NONEPCPROGRAM SUPPORT$2,500
LA SALLE ACADEMY
612 ACADEMY DRIVEPROVIDENCERI02908NONEPCPROGRAM SUPPORT$2,500
LONGY SCHOOL OF MUSIC OF BARD COLLEGE
27 GARDEN STREETCAMBRIDGEMA02138NONEPCPROGRAM SUPPORT$2,500
MADISON PARK DEVELOPMENT CORPORATION
184 DUDLEY STREET SUITE 102ROXBURYMA02119NONEPCPLEDGE$5,000
MARCH OF DIMES INC
112 TURNPIKE ROADWESTBOROUGHMA01581NONEPCPROGRAM SUPPORT$1,000
MARTHA'S VINEYARD ART ASSC
58 DOCK STREETEDGARTOWNMA02539NONEPCPROGRAM SUPPORT$2,500
MARTHA'S VINEYARD COMMUNITY SERVICES INC
111 EDGARTOWN ROADVINEYARD HAVENMA05268NONEPCPROGRAM SUPPORT$10,000
MARTHA'S VINEYARD COMMUNITY SERVICES INC
111 EDGARTOWN ROADVINEYARD HAVENMA05268NONEPCPROGRAM SUPPORT$2,500
MARTHA'S VINEYARD PRESERVATION TRUST INC
99 MAIN STREETEDGARTOWNMA02539NONEPCPROGRAM SUPPORT$10,000
MASSACHUSETTS ADOPTION RESOURCE EXCHANGE INC
19 NEEDHAM STREET SUITE 206NEWTONMA02461NONEPCPROGRAM SUPPORT$1,000
MASSACHUSETTS APPLESEED CENTER FOR LAW AND JUSTICE
44 SCHOOL STREET SUITE 415BOSTONMA02108NONEPCPROGRAM SUPPORT$5,000
MASSASOIT COMMUNITY COLLEGE FOUNDATION INC
1 MASSASOIT BLVDBROCKTONMA02302NONEPCPROGRAM SUPPORT$2,500
MATTHEW J WALSH FOUNDATION
12 COWEESET CIRCLEBROCKTONMA02301NONEPCPROGRAM SUPPORT$1,500
MCCOURT FOUNDATION INC
100 GRANDVIEW ROAD STE 100BRAINTREEMA02184NONEPCPROGRAM SUPPORT$1,500
MERRIMACK VALLEY FOOD BANK INC
733 BROADWAY STREETLOWELLMA01854NONEPCPROGRAM SUPPORT$2,500
METRO HOUSING BOSTON
1411 TREMONT STREETBOSTONMA02120NONEPCPROGRAM SUPPORT$10,000
MIDDLESEX HUMAN SERVICE AGENCY INC
50 PROSPECT STREETWALTHAMMA02453NONEPCPROGRAM SUPPORT$3,000
MIDDLESEX HUMAN SERVICE AGENCY INC
50 PROSPECT STREETWALTHAMMA02453NONEPCPROGRAM SUPPORT$2,500
MILFORD REGIONAL HEALTHCARE FOUNDATION
14 PROSPECT STREETMILFORDMA01757NONEPCPROGRAM SUPPORT$5,000
MORE THAN WORDS INC
56 FELTON STREET 2ND FLOORWALTHAMMA02453NONEPCPROGRAM SUPPORT$5,000
MORGAN MEMORIAL GOODWILL INDUSTRIES
1010 HARRISON AVENUEBOSTONMA02119NONEPCPROGRAM SUPPORT$10,000
NATIVITY SCHOOL OF WORCESTER
67 LINCOLN STREETWORCESTERMA01605NONEPCPROGRAM SUPPORT$2,500
NEIGHBORHOOD COUNSELING AND COMMUNITY SERVICES INC
403 HIGHLAND AVENUE SUITE 202 ROOMSOMERVILLEMA02144NONEPCPROGRAM SUPPORT$2,5005
NEIGHBORS WHO CARE
174 MOODY STREETWALTHAMMA02454NONEPCPROGRAM SUPPORT$2,000
NEWTON HISTORICAL SOCIETY INC
JACKSON HOMESTEAD AND MUSEUMNEWTONMA02458NONEPCPROGRAM SUPPORT$1,000
NORTHEAST ARC
1 SOUTHSIDE ROADDANVERSMA01923NONEPCPROGRAM SUPPORT$5,000
NORWELL VISITING NURSE ASSOC INC
120 LONGWATER DRIVENORWELLMA02061NONEPCPROGRAM SUPPORT$10,000
NORWELL VISITING NURSE ASSOC INC
120 LONGWATER DRIVEBROCKTONMA02061NONEPCPROGRAM SUPPORT$2,500
OLD COLONY HISTORICAL SOCIETY
66 CHURCH GREENTAUNTONMA02780NONEPCPROGRAM SUPPORT$4,950
OLD COLONY HOSPICE INC
321 MANLEY STREETWEST BRIDGEWATERMA02379NONEPCPROGRAM SUPPORT$5,000
OLD COLONY YMCA
320 MAIN STREETBROCKTONMA02301NONEPCPROGRAM SUPPORT$5,000
OLD COLONY YMCA
320 MAIN STREETBROCKTONMA02301NONEPCPROGRAM SUPPORT$25,000
OLD COLONY YMCA
320 MAIN STREETBROCKTONMA02301NONEPCPROGRAM SUPPORT$1,000
OPPORTUNITIES FOR INCLUSION
56 CHESTNUT STREETWALTHAMMA02453NONEPCPROGRAM SUPPORT$6,000
OSTERVILLE FREE LIBRARY CORPORATION
43 WIANNO AVEUNEOSTERVILLEMA02655NONEPCPROGRAM SUPPORT$2,500
PAN-MASS CHALLENGE
77 FOURTH AVENUENEEDHAMMA02494NONEPCPROGRAM SUPPORT$25,000
PERNET FAMILY HEALTH SERVICE INC
237 MILLBURY STREETWORCESTERMA01610NONEPCPROGRAM SUPPORT$2,500
PHILANTHROPY PARTNERS OF CAPE COD & ISLANDS INC
PO BOX 41YARMOUTHPORTMA02675NONEPCPROGRAM SUPPORT$1,500
PINE STREET INN INC
444 HARRISON AVENUEBOSTONMA02118NONEPCPROGRAM SUPPORT$5,000
PLYMOUTH AREA COALITION FOR THE HOMELESS
149 BISHOPS HIGHWAYKINGSTONMA02364NONEPCPROGRAM SUPPORT$1,250
PLYMOUTH EDUCATION FOUNDATION INC
15 CASWELL LANEPLYMOUTHMA02360NONEPCPROGRAM SUPPORT$2,500
PLYMOUTH GUILD INC
11 NORTH STREETPLYMOUTHMA02360NONEPCPROGRAM SUPPORT$5,000
PLYMOUTH PHILHARMONIC ORCHESTRA INC
32 COURT STREETPLYMOUTHMA02360NONEPCPROGRAM SUPPORT$5,000
PLYMOUTH PHILHARMONIC ORCHESTRA INC
32 COURT STREETPLYMOUTHMA02360NONEPCPROGRAM SUPPORT$5,000
PLYMOUTH RECOVERY CENTER INC
110 FAIRVIEW LANEPLYMOUTHMA02360NONEPCPROGRAM SUPPORT$5,000
PRESERVATION WORCESTER INC
10 CEDAR STREETWORCESTERMA01609NONEPCPROGRAM SUPPORT$5,000
PRINCE HENRY SOCIETY OF MASSACHUSETTS INC
522 HAWTHORN STNORTH DARTMOUTHMA02747NONEPCPROGRAM SUPPORT$1,000
PROJECT CONTEMPORARY COMPETITIVENESS INC
320 WASHINGTON STREETEASTONMA02357NONEPCPROGRAM SUPPORT$1,000
PROJECT JUST BECAUSE INC
5 POND STREETHOPKINTONMA01748NONEPCPROGRAM SUPPORT$1,500
PROVIDENCE CHILDREN'S MUSEUM
100 SOUTH STREETPROVIDENCERI02903NONEPCPROGRAM SUPPORT$1,000
QUINCY AFTER SCHOOL CHILD CARE INC
162 OLD COLONY AVENUE PHYSICALQUINCYMA021703873NONEPCPROGRAM SUPPORT$1,000ADDRESS
QUINCY ASIAN RESOURCES INC
1509 HANCOCK STREETQUINCYMA02169NONEPCPLEDGE$5,000
REACH BEYOND DOMESTIC VIOLENCE INC
PO BOX 540024WALTHAMMA02454NONEPCPROGRAM SUPPORT$5,000
RELIANT FOUNDATION INC
311 MAIN STREET SUITE 202WORCESTERMA01608NONEPCPROGRAM SUPPORT$5,000
RESPOND INC
66-70 UNION SQUARE SUITE 203SOMERVILLEMA02143NONEPCPROGRAM SUPPORT$2,500
RHODE ISLAND PHILHARMONIC ORCHESTRA & MUSIC SCHOOL
667 WATERMAN AVENUEEAST PROVIDENCERI02914NONEPCPROGRAM SUPPORT$2,000
ROAD TO RESPONSIBILITY
1831 OCEAN STREETMARSHFIELDMA02050NONEPCPROGRAM SUPPORT$1,000
SABURA YOUTH PROGRAMS
P O BOX 2843BROCKTONMA02305NONEPCPROGRAM SUPPORT$2,500
SAIL CAPE COD INC
135 SOUTH STHYANNISMA02601NONEPCPROGRAM SUPPORT$5,000
SAVE THE HARBOR SAVE THE BAY INC BOSTON FISH PIER
212 NORTHERN AVE SUITE 304 WESTBOSTONMA02210NONEPCPROGRAM SUPPORT$3,500
SCHOOL ON WHEELS OF MASSACHUSETTS INC
100 LAUREL STREET SUITE 121EAST BRIDGEWATERMA02333NONEPCPROGRAM SUPPORT$1,000
SCHOOL ON WHEELS OF MASSACHUSETTS INC
100 LAUREL STREET SUITE 121EAST BRIDGEWATERMA02333NONEPCPROGRAM SUPPORT$6,500
SCIENCE CLUB FOR GIRLS INC
136 MAGAZINE STREETCAMBRIDGEMA02139NONEPCPROGRAM SUPPORT$1,000
SCITUATE COMMUNITY CHRISTMAS INC
125 MANN LOT RDSCITUATEMA02066NONEPCPROGRAM SUPPORT$1,000
SCITUATE CORSE FOUNDATION
PO BOX 512NORTH SCITUATEMA02060NONEPCPROGRAM SUPPORT$1,000
SCITUATE EDUCATION FOUNDATION
PO BOX 58SCITUATEMA02066NONEPCPROGRAM SUPPORT$1,000
SECOND CHANCES INC
MAILING ADDRESS PO BOX 441328 ZIPSOMERVILLEMA02144NONEPCPROGRAM SUPPORT$1,000ETC IN FIELDS BELOW
SECOND STEP
PO BOX 600213NEWTONVILLEMA02460NONEPCPROGRAM SUPPORT$1,000
SELF HELP INC
780 WEST MAIN STREETAVONMA02322NONEPCPROGRAM SUPPORT$1,000
SIGNATURE HEALTHCARE CORPORATION
680 CENTRE STREETBROCKTONMA02302NONEPCPLEDGE$60,000
SMASHMOUTH WRESTLING CLUB INC
20 PARTRIDGE CIRCLEBROCKTONMA02301NONEPCPROGRAM SUPPORT$1,000
SOCIAL INNOVATION FORUM INC
2 OLIVER STREET SUITE 802BOSTONMA02109NONEPCPROGRAM SUPPORT$2,500
SOMERVILLE HOMELESS COALITION
1 DAVIS SQUARESOMERVILLEMA02144NONEPCPROGRAM SUPPORT$1,000
SOUTH SHORE COMMUNITY ACTION COUNCIL INC
71 OBERY STPLYMOUTHMA02360NONEPCPROGRAM SUPPORT$1,750
SOUTH SHORE CONSERVATORY OF MUSIC INC
ONE CONSERVATORY DRIVEHINGHAMMA02043NONEPCPROGRAM SUPPORT$10,000
SOUTH SHORE HABITAT FOR HUMANITY
20 MATHEWSON DRIVEWEYMOUTHMA02189NONEPCPROGRAM SUPPORT$5,000
SOUTH SHORE HOSPITAL INC
55 FOGG ROADSOUTH WEYMOUTHMA02190NONEPCPLEDGE$20,000
SOUTH SHORE PEER RECOVERY
51 COLE PARKWAYSCITUATEMA02066NONEPCPROGRAM SUPPORT$5,000
SOUTH SHORE YMCA
141 LONGWATER DRIVE SUITE 110NORWELLMA02061NONEPCPROGRAM SUPPORT$5,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL
313 WASHINGTON STREET SUITE 310NEWTONMA02458NONEPCPROGRAM SUPPORT$5,000
STANLEY STREET TREATMENT & RESOURCES INC
386 STANLEY STREEETFALL RIVERMA02720NONEPCPLEDGE$20,000
STEPS TO SUCCESS INC
PO BOX 470421BROOKLINEMA02447NONEPCPROGRAM SUPPORT$2,500
STONEHILL COLLEGE INC
320 WASHINGTON STREETEASTONMA02357NONEPCPROGRAM SUPPORT$2,500
SUMMER STARS CAMP FOR THE PERFORMING ARTS
125 HIGH STREETNORWELLMA020611837NONEPCPROGRAM SUPPORT$5,000
SUZUKI SCHOOL OF NEWTON INC
64 HANCOCK STREETAUBURNDALEMA02466NONEPCPROGRAM SUPPORT$5,000
TALKING INFORMATION CENTER INC
130 ENTERPRISE DRIVEMARSHFIELDMA02050NONEPCPROGRAM SUPPORT$5,000
THE 15-40 CONNECTION INC
53 OTIS STREETWESTBOROUGHMA01581NONEPCPROGRAM SUPPORT$6,000
THE BRIDGE OF CENTRAL MASSACHUSETTS DBA OPEN SKY COMMUNITY SERVICES
4 MANN STREETWORCESTERMA01602NONEPCPROGRAM SUPPORT$5,000
THE HANOVER HISTORICAL SOCIETY
514 HANOVER STREETHANOVERMA02339NONEPCPROGRAM SUPPORT$1,000
THOMPSON ISLAND OUTWARD BOUND EDUCATION CENTER INC
21 DRYDOCK AVENUE SUITE 320WBOSTONMA02210NONEPCPROGRAM SUPPORT$10,000
TOCKWOTTON ON THE WATERFRONT
500 WATERFRONT DRIVEEAST PROVIDENCERI02914NONEPCPROGRAM SUPPORT$1,000
TRINITY CATHOLIC ACADEMY INC
37 ERIE AVENUEBROCKTONMA02302NONEPCPROGRAM SUPPORT$2,500
TRUSTEES OF RESERVATIONS
200 HIGH STREETBOSTONMA02110NONEPCPLEDGE$5,000
UNDERSTANDING OUR DIFFERENCES INC
100 WALNUT STREETNEWTONVILLEMA02460NONEPCPROGRAM SUPPORT$2,500
UNITED SOUTH END SETTLEMENTS
48 RUTLAND STREETBOSTONMA02118NONEPCPROGRAM SUPPORT$1,000
VIETNAM VETERANS MEMORIAL WALL COMMITTEE INC
982 EASTERN AVENUEFALL RIVERMA02723NONEPCPROGRAM SUPPORT$10,000
VINEYARD HOUSE INC
56 SHORT HILL RDVINEYARD HAVENMA02568NONEPCPROGRAM SUPPORT$5,000
WALTHAM BOYS & GIRLS CLUB
20 EXCHANGE STWALTHAMMA02451NONEPCPROGRAM SUPPORT$5,000
WALTHAM FAMILY YMCA
725 LEXINGTON STREETWALTHAMMA02452NONEPCPROGRAM SUPPORT$2,500
WALTHAM LIONS CHARITABLE FOUNDATION INC
PO BOX 540043WALTHAMMA02454NONEPCPROGRAM SUPPORT$5,000
WE CAN CORPORATION
783 ROUTE 28HARWICH PORTMA02646NONEPCPROGRAM SUPPORT$5,000
WEST ROXBURY FRIENDS OF ROSIES PLACE
9 GARTH ROADWEST ROXBURYMA02132NONEPCPROGRAM SUPPORT$4,000
WEST SUBURBAN YOUNG MEN'S CHRISTIAN ASSOCIATION INC
276 CHURCH STREETNEWTONMA02458NONEPCPROGRAM SUPPORT$1,000
WOMENS FUND OF RHODE ISLAND
245 WATERMAN ST 503PROVIDENCERI02906NONEPCPROGRAM SUPPORT$1,000
YMCA OF MARTHAS VINEYARD
111R EDGARTOWN VINEYARD HAVEN RDVINEYARD HAVENMA02568NONEPCPROGRAM SUPPORT$1,800
YOUNG MENS CHRISTIAN ASSOCIATION SOUTHCOAST INCORPORATED
128 UNION STREETNEW BEDFORDMA02740NONEPCPROGRAM SUPPORT$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$944,230TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOSTON COLLEGE HIGH SCHOOL
150 MORRISSEY BOULEVARDBOSTONMA02125NONEPCPLEDGE$100,000
CAPE COD COMMUNITY COLLEGE EDUCATIONAL FOUNDATION INC
2240 IYANNOUGH RDW BARNSTABLEMA02668NONEPCPLEDGE$5,000
TRUSTEES OF RESERVATIONS
200 HIGH STREETBOSTONMA02110NONEPCPLEDGE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$110,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$394,754ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$418,919ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$813,673ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$813,673TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1ROCKLAND TRUST COMPANYBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1288 UNION STREETAddressLine1Txt
CityROCKLANDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02370ZIPCd
FieldValueIRS element (for citing)
Total Contributions$200,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION SERVICESCategoryTxt
Amt$14,000Amt
Net Investment Income$3,500NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$10,500DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondVARIOUS - DETAIL UPON REQUEST.BondNm
EOY Book Value$4,069,174EOYBookValueAmt
EOYFMV$4,069,174EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockVARIOUS - DETAIL UPON REQUEST.StockNm
EOY Book Value$9,293,139EOYBookValueAmt
EOYFMV$9,293,139EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$3,173,402USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$3,173,402USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescMISCELLANEOUS ADJUSTMENTDesc
Amt$7,451Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
GUIDESTAR$1,000$0$0$1,000
MA FILING FEES$265$0$0$265
INVESTMENT FEES$81,012$81,012$0$0
SOFTWARE$14,362$0$0$14,362
POSTAGE$60$0$0$65
ADMIN SVS. AGREEMENT$63,000$0$0$63,000

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
CHANGE IN UNREALIZED MARKET VALUE$1,772,995
NONDIVIDEND DISTRIBUTIONS$23,784

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX$11,262$0$0$0
FOREIGN TAX CREDIT$3,244$3,244$0$0