2023-09-14T08:40:06-05:00 2023-04-30 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990PF 2022-05-01 043466878 RCB Charitable Foundation Inc RCBC 7819425000 180 Haven Street Reading MA 01867 Anthony J Patti Treasurer 7819425000 2023-09-11 1 Anthony Patti 999009999 0 Connor Smart P02285543 2078792100 2023-09-11 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 879223 X 75000 17 17 33344 33344 2266 65444 2266 -101 3 0 110526 35630 0 0 0 0 0 2750 1375 0 1375 4851 4851 0 0 466 26 0 0 54 0 0 54 8121 6252 0 1429 96962 96962 105083 6252 0 98391 5443 29378 0 14263 56310 56310 9977 7814 7814 137507 140263 140263 0 165002 165002 750222 509724 509724 0 110 110 911969 879223 879223 0 0 X 910102 877356 1867 1867 911969 879223 911969 879223 911969 5443 2361 919773 40550 879223 Publicly Traded Securities 65444 63177 2267 2267 Pass-through Interest Capital Losses P 1 -1 -1 2266 408 0 408 0 408 529 0 0 0 529 0 121 121 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 http://readingcoop.com/charitable-foundation/ Anthony J Patti 7819425000 180 Haven Street Reading MA 01867 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 Terrence J Bane 180 Haven Street Reading MA 01867 Director 1.00 0 0 0 Sally Boemer Mason 180 Haven Street Reading ME 01867 Director 1.00 0 0 0 Paul Bolger 180 Haven Street Reading MA 01867 Director 1.00 0 0 0 Yvonne Garcia 180 Haven Street Reading MA 01867 Director 1.00 0 0 0 Michael J Linnane 180 Haven Street Reading MA 01867 Director 1.00 0 0 0 James M Liston 180 Haven Street Reading MA 01867 Director 1.00 0 0 0 James J O'Leary 180 Haven Street Reading MA 01867 Director 1.00 0 0 0 Kevin R Powers 180 Haven Street Reading MA 01867 Director 1.00 0 0 0 Kevin F Smith 180 Haven Street Reading MA 01867 Director 1.00 0 0 0 Abel Vargas 180 Haven Street Reading MA 01867 Director 1.00 0 0 0 Julieann M Thurlow 180 Haven Street Reading MA 01867 President 1.00 0 0 0 Anthony J Patti 180 Haven Street Reading MA 01867 Treasurer & Clerk 1.00 0 0 0 NONE 0 NONE 0 0 793356 42824 2635 838815 0 0 838815 12582 826233 41312 41312 408 408 40904 0 40904 0 40904 98391 0 98391 40904 0 0 71234 68386 69033 75426 77583 361662 98391 0 0 0 40904 57487 0 0 419149 0 0 0 0 0 0 71234 347915 68386 69033 75426 77583 57487 Shanna F Cahalane VP Director of Ma 180 Haven Street Reading MA 01867 7819425000 scahalane@readingcoop.com To apply for a grant, an applicant must be a non-profit 501(c)(3) organization or public school located in or serving the towns of Andover, Burlington, North Reading, Reading, Wilmington, or Woburn. To apply for funding, applicants must submit: (1) a cover letter signed by the organization's Executive Director or Board President; along with (2) one paper copy and one pdf of a brief proposal (2-3 pages); and (3) the completed Proposal Summary Sheet. The Proposal Summary Sheet and complete application instructions are available on the website: https://readingcoop.com/pdf/charitable-foundation-app.pdf None The Charitable Foundation awards grants of up to $10,000 to increase the quality of life in the greater market area, with special emphasis on projects which focus on disadvantaged or underserved citizens. Primary areas of commitment are workforce development, health and human services, housing, education, community development, the environment, and the arts. Grant requests will be considered for program support, seed money, and capital improvements. The Charitable Foundation will not fund political or sectarian activities. Alzheimer's Association 225 North Michigan Avenue Chicago IL 60601 N/A PC Walk for a Cause 250 BnR's Rock'n Rescue 211 Main Street North Reading MA 01864 N/A PC 2nd Annual Rockin Reunion Sponsor 250 Boston University 233 Bay State Road Boston MA 02215 N/A PC Amy Ho Scholarship 1000 Cops For Kids With Cancer PO Box 850956 Braintree MA 02185 N/A PC General Support 1000 Cristo-Rey Boston High School 100 Savin Hill Avenue Dorchester MA 02125 N/A PC In memory of Patricia J Powers 500 Demolay Foundation of Massachusetts 186 Tremont Street Boston MA 02111 N/A PC Fred Kirby Bauer Golf Donation 200 Economic Development & Industrial Corporation of Lynn 3 City Hall Square Lynn MA 01901 N/A GOV Freedom Fish Lynn - Cod Sponsor 100 Family Services of the Merrimack Valley 430 North Canal Street Lawrence MA 01840 N/A PC Youth Services Office & Bowl a Strike for Kids 7952 First Congregational Church of Reading UCC 25 Woburn Street Reading MA 01867 N/A PC Adopt-a-Family Program in collaboration with Reading Rotary Club 500 Friends of North Reading Council on Aging 157 Park Street North Reading MA 01864 N/A PC Annual Thanksgiving Dinner Celebration 3000 Greater Lawrence Family Health Center 1 Griffin Brook Drive 101 Methuen MA 01844 N/A PC Annual Sponsorship Donation & Make A Differce Gala 2400 Lawrence Boys and Girls Club Inc 136 Water Street Lawrence MA 01841 N/A PC Torch Club 2500 Lawrence Community Works Inc 168 Newbury Street Lawrence MA 01841 N/A PC Campaign for Dyeworks 10000 Lawrence Neighborhood Association Partnership PO Box 1124 Lawrence MA 01842 N/A PC Light Up Lawrence 500 Lawrence Partnership 420 Common Street Lawrence MA 01840 N/A PC Annual Sponsorship & Board Contribution 8500 Lawrence Rotary Foundation 243 Broadway Methuen MA 01844 N/A PC 100 Coats for 100 Kids winter coat drive 500 LEADS Inc PO Box 1531 Lawrence MA 01841 N/A PC LEADS Network Sponsorship 2500 LEO Inc 156 Broad Street Lynn MA 01901 N/A PC Build a preschool in Lynn 5000 Maddie's Promise 5 Heather Lane Hingham MA 02043 N/A PC Hole Sponsor 200 Massachusetts Taxpayers Foundation 333 Washington Street Suite 853 Boston MA 02108 N/A PC 2023 Membership 5000 Merrimack Valley Community Music School 41 Central Street Andover MA 01810 N/A PC Supports Music at the Andover Farmer's Market 500 Merrimack Valley Hospice 360 Merrimack Street 425 Lawrence MA 01943 N/A PC Silent Auction 500 Mission of Deeds Inc 6 Chapin Avenue Reading MA 01867 N/A PC Hole Sponsor & 30th Anniversary Celebration 3180 My Brother's Table 98 Willow Street Lynn MA 01901 N/A PC My Brother's Table Walk 2022 1000 Mystic Valley Elder Services Inc 300 Commercial Street Suite 19 Malden MA 02148 N/A PC Elder Independence Fund 1000 National Multiple Sclerosis Society 733 Third Avenue New York NY 10017 N/A PC Greater New England Chapter - In honor of Susan Maria Linnane 500 North Reading High School 189 Park Street North Reading MA 01864 N/A GOV New Football Scoreboard 5000 Reading Rotary Charitable Trust PO Box 61 Reading MA 01867 N/A PC Reading Fall Street Faire Sponsor 1000 Reading Scholarship Foundation PO Box 492 Reading MA 01867 N/A PC Reading Scholarship Fund 1500 Samantha's Harvest Company Inc PO Box 425 Reading MA 01867 N/A PC Tee Sponsor for Golf Event 200 Scholarship America 7900 International Drive Suite 500 Minneapolis MN 55425 N/A PC Burlington Scholarship Fund 1000 Socratic Inc 349 Essex Street Lawrence MA 01840 N/A PC Make A Differnce Gala 2000 Stoneham Theater Corporation dba Greater Boston Stage Company 395 Main Street Stoneham MA 02180 N/A PC Theatre' Scholarship program 15000 The Dictionary Project PO Box 1845 Charlestown SC 29402 N/A PC Lynn Rotary Dictionary Project 4230 The Professional Center for Child Development 32 Osgood Street Andover MA 01810 N/A PC Trot for Special Tots 500 The Red Sox Foundation 4 Jersey Street Boston MA 02215 N/A PC Run for Veterans 250 Town of Burlington 61 Center Street Burlington MA 01803 N/A GOV Town Day Silver Sponsor 1500 Women's League of Reading Inc PO Box 895 Reading MA 01867 N/A PC Gold Sponsor 250 YMCA of Greater Boston 316 Huntington Avenue Boston MA 02115 N/A PC Swim Platforms for North Suburban YMCA 5000 YMCA of Metro North 2 Centennial Drive Peabody MA 01960 N/A PC Donation for families in need 1000 96962 0 14 17 14 33344 18 2266 Income from partnerships 523000 -104 14 3 -104 35630 0 35526 0 0 0 0 0 0 0 0 0 0 X X 1 Reading Cooperative Bank 180 Haven Street Reading MA 01867 75000 X Accounting Fees 2750 1375 0 1375 15984.977 units Delaware Diversified Income Fund 123404 123404 5305.880 units Templeton Global 41598 41598 33 units Abbvie Inc 4987 4987 8 units Advance Auto Parts 1004 1004 33 units Ally Financial 870 870 40 units Alphabet Inc 4294 4294 26 units Amazaon.com 2742 2742 21 units American Express 3388 3388 22 units Apple Inc 3733 3733 44 units Bank of America Corp 1874 1874 5 units Broadcom Inc 3132 3132 41 units Cardinal Helath Inc 3366 3366 11 units Chevron Corp 1854 1854 34 units CMS Energy CP 2117 2117 78 units Comcast Corp 3227 3227 29 units Duke Energy Corp 2868 2868 16 units Eastman Chemical Company 1348 1348 17 units EOG Resources Inc 2031 2031 5 units Everest RE Group LTD 1890 1890 47 units Exelon Corp 1995 1995 13 units Extra Space Storage Inc 1977 1977 21 units Genuine Parts Co 3535 3535 37 units Gilead Science 3042 3042 39 units Highwoods Properties 894 894 11 units Home Depot Inc 3306 3306 31 units HP Inc 921 921 78 units Interpublic Group of Companies Inc 2787 2787 64 units Jefferies Final Group Inc 2050 2050 37 units Johnson & Johnson 6057 6057 13 units JP Morgan Chase & Co 1797 1797 79 units Keycorp 890 890 12 units LyondellBasell NV CL-A 1135 1135 10 units Mastercard Inc 3800 3800 28 units MDC Holdings Inc 1147 1147 34 units Medtronic PLC 3092 3092 65 units Merck & Co Inc 7506 7506 12 units Microsoft Corp 3687 3687 80 units MPLX LP 2042 2042 30 units Netapp Inc 1887 1887 27 units Nutrien LTD 1874 1874 9 units Nvidia Corp 2497 2497 94 units Old Republic International 2375 2375 31 units Portland General Electric Co 1569 1569 24 units Qualcomm Inc 2803 2803 17 Units Salesforce Inc 3372 3372 12 units Snap On Inc 3113 3113 30 units Stag Indl Inc 1016 1016 23 units T-Mobile US Inc 3310 3310 16 units Texas Instruments 2675 2675 6 units Thermo Fisher Scientific 3329 3329 29 units TJX Companies Inc 2286 2286 14 units Totalenergies SE 895 895 11 units UPS 1978 1978 7 units Unitedhealth GP Inc 3445 3445 7 units Vitesse Energy Inc 129 129 58 units Walgreens Boots Alliance Inc 2045 2045 32 units Walt Disney Co 3280 3280 832.075 units Allspring Emerg Mkts Eq Inst FMV 20170 20170 8285.517 units Blackrock Global Allocation I FMV 144251 144251 1159.690 units Calamos Growth & Income I FMV 43442 43442 1220.934 units Diamond Hill Long Short I FMV 31402 31402 1988.982 units First Eagle Global I FMV 125226 125226 2400.149 units Franklin Gold & Precious Metals FMV 48723 48723 492.078 units Harding Loevner Emerging Markets FMV 19978 19978 7034.180 units Pimco All Asset FMV 76532 76532 Accrued Income on Investments 110 110 Charitable grants disqualified due to non-qualified recipient 5125 Unrealized loss on investments 35425 Filing Fees 54 0 0 54 Income from partnerships -101 3 0 Correction of prior year disqualified grants 2200 Refunds of excise taxes 161 Investment Management Fees 4851 4851 0 0 Foreign Taxes 26 26 0 0 Excise Taxes 440 0 0 0