2022-09-06T15:42:39-05:00 2022-04-30 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990PF 2021-05-01 043466878 RCB Charitable Foundation Inc RCBC 7819425006 180 Haven Street Reading MA 01867 Anthony J Patti Treasurer 7819425006 2022-09-01 1 Anthony Patti 999009999 Nicholas E Porto P01310283 2078792100 2022-08-29 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 911969 X X 13 13 41778 41778 54114 195314 54114 -172 0 0 95733 95905 0 0 0 0 0 2600 1300 0 1300 14372 14372 0 0 3352 15 0 0 186 0 0 186 20510 15687 0 1486 126010 126010 146520 15687 0 127496 -50787 80218 0 19232 14263 14263 15443 9977 9977 184693 137507 137507 885182 750222 750222 1104550 911969 911969 0 0 X 1102683 910102 1867 1867 1104550 911969 1104550 911969 1104550 -50787 12150 1065913 153944 911969 Publicly Traded Securities 175633 141200 34433 34433 Capital Gains Dividends P 19681 19681 19681 54114 1115 0 1115 0 1115 2593 0 0 0 2593 0 1478 1478 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 7819425006 180 Haven Street Reading MA 01867 0 0 0 0 0 1 0 1 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 (start Feb 2022) 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 999048 35224 1827 1036099 0 0 1036099 15541 1020558 51028 51028 1115 1115 49913 0 49913 0 49913 127496 0 127496 49913 0 0 54447 71234 68386 69033 75426 338526 127496 0 0 0 49913 77583 0 0 416109 0 0 0 0 0 0 54447 361662 71234 68386 69033 75426 77583 Shanna F Cahalane VP Director of Ma 55 Walkers Brook Drive 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/uploads/PDFs/Charitable_Foundation_Donation_Request .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. Andover Center for History & Culture 97 Main Street Andover MA 01810 N/A PC Bronze Sponsor - Antique Car Show 250 Boy Scouts of America - Troop 126 25 Shady Land Drive Wilmington MA 01887 N/A PC General Support 100 Bread and Roses Inc 58 Newbury Street Lawrence MA 01840 N/A PC Fighting hunger 1000 Burbank YMCA 36 Arthur B Lord Drive Reading MA 01867 N/A PC Scoreboard - Capital Campaign 15250 Cops For Kids With Cancer PO Box 850956 Braintree MA 02185 N/A PC General Support 250 Dana Farber Cancer Institute Inc 10 Brookline Place Brookline MA 02445 N/A PC Jimmy Fund 200 Eliot Community Human Services 125 Hartwell Avenue Lexington MA 02421 N/A PC The NAN Project 1000 Entrepreneurship for All 175 Cabot Street 100 Lowell MA 01854 N/A PC Supports Spanish-speaking entrepreneurs in Lawrence 5000 Essex County Community Foundation 175 Andover Street 101 Danvers MA 01923 N/A PC Greater Lawrence Summer Fund 1000 Family & Children's Service of Greater Lynn 111 North Common Street Lynn MA 01902 N/A PC Thanksgiving meal for a family of 4 500 Family Services of the Merrimack Valley 430 North Canal Street Lawrence MA 01840 N/A PC Uncommon Threads 1000 Friends of North Reading Parks and Recreation Committee 235 North Street North Reading MA 01864 N/A PC SummerScape 2850 Girls Inc of Lynn 50 High Street Lynn MA 01902 N/A PC General Support 500 Greater Lawrence Community Action Council 305 Essex Street Lawrence MA 01840 N/A PC $10,000 final pledge payment; $2,500 for 2 planters in Downtown Lawrence 12500 Greater Lynn Senior Services 8 Silsbee Street Lynn MA 01901 N/A PC 2022 Conversation for Caring Training Program 1000 Ipswich River Watershed Association 143 County Road Ipswich MA 01938 N/A PC Water quality monitoring program 1000 Lawrence Boys and Girls Club Inc 136 Water Street Lawrence MA 01841 N/A PC Summer Programs 5000 Lawrence Neighborhood Association Partnership PO Box 1124 Lawrence MA 01842 N/A PC 4th of July Fireworks 500 Lawrence Partnership 420 Common Street Lawrence MA 01840 N/A PC General Support 7500 LEADS Inc 17 Ferry Street Lawrence MA 01841 N/A PC Event Sponsorship 10000 Lynn Rotary Charitable Corp 85 Exchange Street Lynn MA 01901 N/A PC Provide dictionaries to all 3rd graders in Lynn 4200 Maddie's Promise 5 Heather Lane Hingham MA 02043 N/A PC Hole Sponsor - Maddie's Promise 1st Annual Golf Tournament 175 Massachusetts Lions Eye Research Fund Inc 43 Stewart Terrace Belmont MA 02478 N/A PC Reading Lions Club; General Support 1000 Massachusetts Taxpayers Foundation 333 Washington Street Suite 853 Boston MA 02108 N/A PC General Support 5000 Minuteman Senior Services 26 Crosby Drive Bedford MA 01730 N/A PC Healthy Connections Program 1000 Mission of Deeds Inc 6 Chapin Avenue Reading MA 01867 N/A PC $2,250 Modfest; $769 Annual Blanket Drive; 3019 Mystic Valley Elder Services Inc 300 Commercial Street Suite 19 Malden MA 02148 N/A PC Elder Services 5000 North Reading Council on Aging 20 Elm Street North Reading MA 01864 N/A PC Thanksgiving Dinners 3000 Reading Rotary Charitable Trust PO Box 61 Reading MA 01867 N/A PC $1,000 Reading Fall Street Faire; $250 Polar Plunge to End Polio 1250 Reading Scholarship Foundation PO Box 492 Reading MA 01867 N/A PC Student Scholarships 1500 Samantha's Harvest Company Inc PO Box 425 Reading MA 01867 N/A PC General Support 100 Scholarship America 7900 International Drive Suite 500 Minneapolis MN 55425 N/A PC $1,000 Burlington Community Scholarship Foundation 1000 Socratic Inc 349 Essex Street Lawrence MA 01840 N/A PC Silver Sponsor - Make a Difference Night 1000 Stoneham Theater Corporation dba Greater Boston Stage Company 395 Main Street Stoneham MA 02180 N/A PC General Support 10000 Straight Ahead Ministries 791 Main Street Worcester MA 01610 N/A PC Re-entry work with young offenders 1000 The Professional Center for Child Development 32 Osgood Street Andover MA 01810 N/A PC 2021 Trot for Special Tots Road Race 500 The Red Sox Foundation 4 Jersey Street Boston MA 02215 N/A PC General Support 100 Town of Andover 36 Bartlett Street Andover MA 01810 N/A GOV Senior Center 6666 Town of Burlington 61 Center Street Burlington MA 01803 N/A GOV Celebrate Burlington 2021 1200 Town of Reading PO Box 771 Reading MA 01867 N/A GOV $2,500 for the Trust for 625 Main Street Fund 2500 Town of Wilmington 142 Middlesex Avenue Wilmington MA 01887 N/A GOV Wilmington High School Choral & Theatre Support 300 University of Massachusetts 215 Whitmore Building Amherst MA 01003 N/A GOV Scholarship 1000 Wilmington Youth Lacrosse Association PO Box 172 Wilmington MA 01887 N/A PC General Support 100 Winchester Hospital 41 Highland Avenue Winchester MA 01890 N/A PC Granite Bench in memory of Gene Loubier 7500 YMCA of Metro North 2 Centennial Drive Peabody MA 01960 N/A PC Bronze Sponsor - Road Race Series 1500 126010 0 14 13 14 41778 18 54114 Net K-1 Activity 523000 -172 14 -172 95905 0 95733 0 0 0 0 0 0 0 0 0 0 Accounting Fees 2600 1300 0 1300 23 units Abbvie Inc 3378 3378 8 units Advance Auto Parts 1597 1597 33 units Ally Financial 1319 1319 2 units Alphabet Inc 4564 4564 1 unit Amazaon.com 2486 2486 20 units American Express 3494 3494 20 units Apple Inc 3153 3153 84 units Bank of America Corp 2997 2997 31 units Bank of New York Mellon Corp 1304 1304 17 units Best Buy Co 1529 1529 5 units Broadcom Inc 2772 2772 41 units Cardinal Helath Inc 2380 2380 11 units Carter's 927 927 22 units Chevron Corp 3447 3447 34 units CMS Energy CP 2335 2335 76 units Comcast Corp 3022 3022 16 units Eastman Chemical Company 1643 1643 17 units EOG Resources Inc 1985 1985 5 units Everest RE Group LTD 1374 1374 47 units Exelon Corp 2199 2199 13 units Extra Space Storage Inc 2470 2470 21 units Genuine Parts Co 2731 2731 37 units Gilead Science 2196 2196 39 units Highwoods Properties 1593 1593 11 units Home Depot Inc 3304 3304 31 units HP Inc 1136 1136 78 units Interpublic Group of Companies Inc 2544 2544 64 units Jefferies Final Group Inc 1969 1969 40 units Johnson & Johnson 7218 7218 39 units JP Morgan Chase & Co 4655 4655 79 units Keycorp 1525 1525 12 units LyondellBasell NV CL-A 1272 1272 10 units Mastercard Inc 3634 3634 28 units MDC Holdings Inc 1033 1033 33 units Medtronic PLC 3444 3444 40 units Merck & Co Inc 3548 3548 12 units Microsoft Corp 3330 3330 80 units MPLX LP 1827 1827 30 units Netapp Inc 2198 2198 27 units Nutrien LTD 2653 2653 6 units Nvidia Corp 1113 1113 94 units Old Republic International 2069 2069 10 units PNC Finl Svcs GP 1661 1661 31 units Portland General Electric Co 1467 1467 23 units Qualcomm Inc 3213 3213 17 Units Salesforce Inc 2991 2991 12 units Snap On Inc 2550 2550 30 units Stag Indl Inc 1120 1120 16 units Texas Instruments 2724 2724 6 units Thermo Fisher Scientific 3318 3318 30 units TJX Companies Inc 1838 1838 14 units Totalenergies SE 682 682 8 units Unitedhealth GP Inc 4068 4068 48 units Walgreens Boots Alliance Inc 2035 2035 26 units Walt Disney Co 2902 2902 36 units Wells Fargo & Co 1571 1571 19.133 units Invesco Prem US Govt Mny Inst FMV 19133 19133 822.513 units Allspring Emerg Mkts Eq Inst FMV 20793 20793 8451.480 units Blackrock Global Allocation I FMV 156437 156437 1113.841 units Calamos Growth & Income I FMV 43250 43250 16167.822 units Delaware Diversified Inc FMV 130474 130474 1637.686 units Diamond Hill Long Short I FMV 44922 44922 2222.96 units First Eagle Global I FMV 136966 136966 2101.696 units Franklin Gold & Precious Metals FMV 50146 50146 416.699 units Harding Loevner Emerging Markets FMV 18743 18743 6972.875 units Pimco All Asset FMV 83117 83117 5478.841 units Templeton Global FMV 46241 46241 Unrealized loss on investments 148944 Charitable grants disqualified due to indirect self-dealing 2800 Charitable grants disqualified due to non-qualified recipient 2200 Filing Fees 54 0 0 54 Office Expenses 132 0 0 132 Net K-1 Activity -172 0 0 Correction of prior year disqualified grants 9350 Correction of current year disqualified grants 2800 Investment Management Fees 14372 14372 0 0 Foreign Tax 15 15 0 0 Excise Tax 3337 0 0 0