2023-10-05T13:58:10-05:00 2022-12-31 042689883 WOLF & COMPANY PC 255 STATE STREET BOSTON MA 02109 990PF 2022-01-01 820954751 PEOPLESBANK CHARITABLE FOUNDATION INC PEOP 4135389500 330 WHITNEY AVENUE 740 HOLYOKE MA 01040 BRIAN CANINA TREASURER 4135387550 2023-10-05 1 BRIAN CANINA 000002547 0 HARRY A KALAJIAN JR CPA P00464296 6174399700 2023-10-05 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 6554194 X 0 X 253954 228131 165149 1086813 243438 223 363 419326 471932 0 0 0 12293 0 12293 4975 0 4975 51427 51427 0 25971 10409 0 1671 2856 1699 96337 64692 18967 300000 300000 396337 64692 318967 22989 407240 675902 367939 367939 6505240 6186255 6186255 7181142 6554194 6554194 0 0 X 0 0 0 0 7181142 6554194 7181142 6554194 7181142 6554194 7181142 22989 12293 7216424 662230 6554194 PARAMOUNT GLOBAL P 2021-05-21 2022-03-24 75232 83021 -7789 -7789 PARAMOUNT GLOBAL P 2021-11-26 2022-03-24 18808 16278 2530 2530 DELUXE CORPORATION P 2022-07-26 2022-12-22 9213 13080 -3867 -3867 DELUXE CORPORATION P 2022-07-27 2022-12-22 12854 18683 -5829 -5829 DELUXE CORPORATION P 2022-07-28 2022-12-22 8963 13275 -4312 -4312 DELUXE CORPORATION P 2022-07-29 2022-12-22 2228 3331 -1103 -1103 META PLATFORMS INC P 2022-06-21 2022-07-21 72881 65528 7353 7353 LINCOLN NTL CORP P 2022-07-22 2022-12-22 5894 9936 -4042 -4042 SYLVAMO CORP P 2021-10-13 2022-05-02 22541 14219 8322 8322 TENNECO INC P 2021-11-16 2022-02-23 19301 12890 6411 6411 TENNECO INC P 2021-12-22 2022-02-23 19301 10440 8861 8861 UNITED STS STL CORP P 2022-02-01 2022-03-03 91021 63300 27721 27721 PIMCO P 2021-03-12 2022-02-01 100000 100820 -820 -820 WARNER BROS DISCOVERY INC P 2017-06-05 2022-04-18 19 19 0 0 WARNER BROS DISCOVERY INC P 2017-06-05 2022-04-19 3425 5524 -2099 -2099 WARNER BROS DISCOVERY INC P 2017-07-19 2022-04-19 1148 1717 -569 -569 WARNER BROS DISCOVERY INC P 2019-02-13 2022-04-19 764 947 -183 -183 FIRST HORIZON CORP P 2020-08-20 2022-02-28 94590 38000 56590 56590 INVESCO LTD P 2018-06-20 2022-12-22 12803 19005 -6202 -6202 INVESCO LTD P 2018-10-02 2022-12-22 5487 6904 -1417 -1417 INVESCO LTD P 2019-01-11 2022-12-22 9145 8728 417 417 INVESCO LTD P 2019-10-01 2022-12-22 9145 8064 1081 1081 INVESCO LTD P 2020-05-13 2022-12-22 9145 3600 5545 5545 LINCOLN NTL CORP P 2017-06-23 2022-12-22 11788 26290 -14502 -14502 LINCOLN NTL CORP P 2018-05-17 2022-12-22 2947 6919 -3972 -3972 LINCOLN NTL CORP P 2019-01-03 2022-12-22 2947 5139 -2192 -2192 LINCOLN NTL CORP P 2020-03-31 2022-12-22 5894 5295 599 599 ORANGE P 2021-02-17 2022-07-06 33659 36520 -2861 -2861 ORANGE P 2021-03-11 2022-07-06 22439 24493 -2054 -2054 ORANGE P 2021-04-16 2022-07-06 11220 12457 -1237 -1237 PPL CORPORATION P 2021-02-04 2022-07-06 13465 13898 -433 -433 TENNECO INC DEL P 2019-07-12 2022-02-23 57903 28560 29343 29343 VERTEX PHARMCTLS INC P 2021-03-12 2022-12-22 72498 53585 18913 18913 EASTERN BANCSHARES D 2020-10-15 2022-10-04 102621 50000 52621 52621 EASTERN BANCSHARES D 2020-10-15 2022-12-22 42574 25000 17574 17574 ENERGY TRANSFER LP P 2022-12-13 94352 37910 56442 56442 PASSTHROUGH LONG TERM LOSSES P 276 276 276 PASSTHROUGH SHORT TERM LOSSES P 23 23 23 CAPITAL GAINS DIVIDENDS P 8299 8299 8299 243438 5661 0 5661 0 5661 16467 0 0 0 16467 X 0 10806 10806 0 0 0 0 0 0 0 0 0 1 1 0 1 1 MA 1 0 0 0 0 1 N/A BRIAN CANINA 4135387550 330 WHITNEY AVENUE SUITE 740 HOLYOKE MA 01040 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THOMAS SENECAL 330 WHITNEY AVENUE SUITE 740 HOLYOKE MA 01040 PRESIDENT/CEO/CHAIRMAN 1.00 0 0 0 BRIAN CANINA 330 WHITNEY AVENUE SUITE 740 HOLYOKE MA 01040 TREASURER/CLERK/DIRECTOR 1.00 0 0 0 HAYES MURRAY 330 WHITNEY AVENUE SUITE 740 HOLYOKE MA 01040 SVP FINANCE 1.00 0 0 0 ALEDA DEMARIA 330 WHITNEY AVENUE SUITE 740 HOLYOKE MA 01040 DIRECTOR 1.00 0 0 0 AMY ROBERTS 330 WHITNEY AVENUE SUITE 740 HOLYOKE MA 01040 DIRECTOR 1.00 0 0 0 MATTHEW BANNISTER 330 WHITNEY AVENUE SUITE 740 HOLYOKE MA 01040 CRO 1.00 0 0 0 FRANK CRINELLA 330 WHITNEY AVENUE SUITE 740 HOLYOKE MA 01040 DIRECTOR 1.00 0 0 0 NONE 0 MERRILL LYNCH & CO INC 1 MONARCH PLACE 23RD FLOOR SPRINGFIELD MA 01144 INVESTMENT MANAGEMENT FEE 51427 0 N/A 0 NONE 0 0 6397736 432709 0 6830445 0 0 6830445 102457 6727988 336399 336399 5661 11341 17002 319397 0 319397 0 319397 318967 0 318967 319397 0 0 21352 76981 20438 37943 33202 189916 318967 0 0 0 318967 0 430 430 189486 0 0 0 0 0 0 20922 168564 76981 20438 37943 33202 MATTHEW BANNISTER 330 WHITNEY AVE HOLYOKE MA 01040 4134938704 SEE APPLICATION 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 SERVED BY PEOPLES BANK. CHRISST KIDDY 330 WHITNEY AVE HOLYOKE MA 01040 4134937437 SEE APPLICATION 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 SERVED BY PEOPLES BANK. BOYS & GIRLS CLUB WESTFIELD 28 W SILVER ST WESTFIELD MA 010853677 NOT RELATED PC EXEMPT PURPOSE 20000 FOOD BANK OF WESTERN MASS 97 NORTH HATFIELD RD HATFIELD MA 01038 NOT RELATED PC EXEMPT PURPOSE 50000 SPRINGFIELD LIBRARY FOUNDATION PO BOX 28 EAST LONGMEADOW MA 01028 NOT RELATED PC EXEMPT PURPOSE 10000 CARE CENTER OF HOLYOKE 247 CABOT ST HOLYOKE MA 01040 NOT RELATED PC EXEMPT PURPOSE 10000 EDUCARE SPRINGFIELD 100 HICKORY ST SPRINGFIELD MA 01109 NOT RELATED PC EXEMPT PURPOSE 10000 FRIENDS OF SOUTH HADLEY SENIOR CENTER PO BOX 55 SOUTH HADLEY MA 01075 NOT RELATED PC EXEMPT PURPOSE 30000 NORTHAMPTON SURVIVAL CENTER 265 PROSPECT ST NORTHAMPTON MA 01060 NOT RELATED PC EXEMPT PURPOSE 5000 JEWISH FEDERATION OF HARTFORD 333 BLOOMFIELD AVE C WEST HARTFORD CT 06117 NOT RELATED PC EXEMPT PURPOSE 10000 SQUARE ONE 1095 MAIN ST SPRINGFIELD MA 01103 NOT RELATED PC EXEMPT PURPOSE 10000 STCC FOUNDATION ONE ARMORY SQUARE SPRINGFIELD MA 01105 NOT RELATED PC EXEMPT PURPOSE 10000 WESTERN NEW ENGLAND UNIVERSITY 1215 WILBRAHAM ROAD SPRINGFIELD MA 01119 NOT RELATED PC EXEMPT PURPOSE 10000 CHRISTINA'S HOUSE 38 MADISON AVE SPRINGFIELD MA 01105 NOT RELATED PC EXEMPT PURPOSE 10000 GIRLS INC 6 OPEN SQUARE QAY HOLYOKE MA 01040 NOT RELATED PC EXEMPT PURPOSE 15000 BEHAVIORAL HEALTH NETWORK 417 LIBERTY STREET SPRINGFIELD MA 01104 NOT RELATED PC EXEMPT PURPOSE 25000 CENTER FOR ECOTECHNOLOGY 320 RIVERSIDE DRIVE NORTHAMPTON MA 01062 NOT RELATED PC EXEMPT PURPOSE 10000 COMMON CAPITAL 1780 MAIN STREET SPRINGFIELD MA 01103 NOT RELATED PC EXEMPT PURPOSE 25000 COMMUNITY FUND HADLEY LIBRARY 333 BRIDGE STREET SPRINGFIELD MA 01103 NOT RELATED PC EXEMPT PURPOSE 10000 FRIENDS OF HADLEY COUNCIL ON AGING PO BOX 251 HADLEY MA 01035 NOT RELATED PC EXEMPT PURPOSE 5000 NORTHAMPTON EDUCATION FOUNDATION 333 BRIDGE STREET SPRINGFIELD MA 01103 NOT RELATED PC EXEMPT PURPOSE 5000 HOLYOKE COMMUNITY COLLEGE 303 HOMESTEAD AVENUE HOLYOKE MA 01040 NOT RELATED PC EXEMPT PURPOSE 10000 YMCA SPRINGFIELD PO BOX 15329 SPRINGFIELD MA 011155329 NOT RELATED PC EXEMPT PURPOSE 10000 300000 BAY PATH UNIVERSITY 588 LONGMEADOW STREET LONGMEADOW MA 01106 NOT RELATED PC EXEMPT PURPOSE 25000 EFORALL HOLYOKE 193 HIGH ST HOLYOKE MA 01040 NOT RELATED PC EXEMPT PURPOSE 10000 FOOD BANK OF WESTERN MA 97 NORTH HATFIELD RD HATFIELD MA 01038 NOT RELATED PC EXEMPT PURPOSE 50000 HOLYOKE BOYS & GIRLS CLUB 70 NICK COSMOS WAY HOLYOKE MA 01040 NOT RELATED PC EXEMPT PURPOSE 15000 HOMEWORK HOUSE 54 N SUMMER ST HOLYOKE MA 01040 NOT RELATED PC EXEMPT PURPOSE 10000 STCC FOUNDATION ONE ARMORY SQUARE SPRINGFIELD MA 01105 NOT RELATED PC EXEMPT PURPOSE 10000 WESTERN NEW ENGLAND UNIVERSITY 1215 WILBRAHAM ROAD SPRINGFIELD MA 01119 NOT RELATED PC EXEMPT PURPOSE 10000 BEHAVIORAL HEALTH NETWORK 417 LIBERTY STREET SPRINGFIELD MA 01104 NOT RELATED PC EXEMPT PURPOSE 25000 CARE CENTER 247 CABOT ST HOLYOKE MA 01040 NOT RELATED PC EXEMPT PURPOSE 20000 CHRISTINA'S HOUSE 38 MADISON AVE SPRINGFIELD MA 01105 NOT RELATED PC EXEMPT PURPOSE 10000 COOLEY DICKINSON HOSPITAL 30 LOCUST ST NORTHAMPTON MA 01060 NOT RELATED PC EXEMPT PURPOSE 10000 EDUCARE SPRINGFIELD 100 HICKORY ST SPRINGFIELD MA 01109 NOT RELATED PC EXEMPT PURPOSE 10000 GIRLS INC 6 OPEN SQUARE WAY HOLYOKE MA 01040 NOT RELATED PC EXEMPT PURPOSE 15000 HAMPSHIRE REGIONAL YMCA 286 PROSPECT ST NORTHAMPTON MA 01060 NOT RELATED PC EXEMPT PURPOSE 10000 HOLYOKE COMMUNITY COLLEGE 303 HOMESTEAD AVENUE HOLYOKE MA 01040 NOT RELATED PC EXEMPT PURPOSE 10000 JUNIOR ACHIEVEMENT OF WESTERN MASS 1500 MAIN ST 217 SPRINGFIELD MA 01103 NOT RELATED PC EXEMPT PURPOSE 10000 LUDLOW 250TH CELEBRATION 488 CHAPIN ST LUDLOW MA 01056 NOT RELATED PC EXEMPT PURPOSE 10000 YMCA SPRINGFIELD PO BOX 15329 SPRINGFIELD MA 011155329 NOT RELATED PC EXEMPT PURPOSE 10000 270000 14 253954 01 223 18 165149 0 419326 0 419326 0 0 0 0 0 0 0 0 0 0 WOLF & COMPANY, P.C. 4975 0 4975 INVESTMENTS - MERRILL LYNCH 6186255 6186255 UNREALIZED GAIN/LOSSES 662230 FILING FEE 500 0 500 PORTFOLIO DEDUCTIONS - PASS THROUGH 0 2856 0 DEPOSITORY BANK FEE 1036 0 1036 CHARITABLE CONTRIBUTIONS - PASSTHRU 0 0 28 WIRE TRANSFER FEE 135 0 135 OTHER INCOME - PASSTHRU 0 140 0 OTHER INCOME 223 223 223 DONATED SERVICES 12293 ADVISORY FEE 51427 51427 0 FOREIGN TAX 8721 10409 0 FEDERAL TAX 15000 0 0 MASS UBI TAX 2250 0 0