2021-08-23T15:54:56-05:00 2021-04-30 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990PF 2020-05-01 043466878 RCB Charitable Foundation Inc RCBC 7819425006 180 Haven Street Reading MA 01867 Anthony J Patti Treasurer 7819425006 2021-08-23 1 Anthony Patti 999009999 Nicholas E Porto P01310283 2078792100 2021-08-23 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 1104550 X X 19 19 32216 32216 45576 212109 45576 -57 0 0 77754 77811 0 0 0 0 0 2600 1300 0 1300 14067 14067 0 0 58 58 0 0 54 0 0 54 16779 15425 0 1354 123518 123518 140297 15425 0 124872 -62543 62386 0 10507 19232 19232 9423 15443 15443 149982 184693 184693 800902 885182 885182 970814 1104550 1104550 0 0 X 968948 1102683 1866 1867 970814 1104550 970814 1104550 970814 -62543 197629 1105900 1350 1104550 Publicly Traded Securities 202808 166533 36275 36275 Capital Gains Dividends P 9301 9301 9301 45576 867 0 867 0 867 124 0 0 0 124 1 744 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 Terrence J Bane 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 F Smith 180 Haven Street Reading MA 01867 Director 1.00 0 0 0 Sally Boemer Mason 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 Kevin R Powers 180 Haven Street Reading MA 01867 Director 1.00 0 0 0 Paul Bolger 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 992400 28897 279 1021576 0 0 1021576 15324 1006252 50313 50313 867 867 49446 0 49446 0 49446 124872 0 124872 0 124872 49446 0 0 25918 54447 71234 68386 69033 289018 124872 0 0 0 49446 75426 0 0 364444 0 0 0 0 0 0 25918 338526 54447 71234 68386 69033 75426 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. Angel Flight of New England 492 Sutton Street North Andover MA 01845 N/A PC General Support 5000 Burbank YMCA 36 Arthur B Lord Drive Reading MA 01867 N/A PC Aquatics Program 10000 Children's Dyslexia Centers 33 Marrett Road Lexington MA 02421 N/A PC Boston North Center 1000 Christian Community Service of North Reading Inc PO Box 626 North Reading MA 01864 N/A PC The Food Pantry HOME Fund 5500 Dana Farber Cancer Institute Inc 10 Brookline Place Brookline MA 02445 N/A PC Jimmy Fund 1100 Elder Services of the Merrimack Valley Inc 280 Merrimack Street 400 Lawrence MA 01843 N/A PC Rosanne DiStefano Fund 1000 Eliot Community Human Services 125 Hartwell Avenue Lexington MA 02421 N/A PC The NAN Project 1000 Family Services of the Merrimack Valley 430 North Canal Street Lawrence MA 01840 N/A PC Uncommon Threads 1000 Greater Lawrence Community Action Council 305 Essex Street Lawrence MA 01840 N/A PC Childcare Center 10000 Home Health VNA Inc 360 Merrimack Street 9 Lawrence MA 01843 N/A PC General Support 500 James L McKeown Boys & Girls Club of Woburn Inc 40 Hudson Street Woburn MA 01801 N/A PC Building Futures Campaign 5000 Junior Achievement of Northern New England 209 Burlington Road Bedford MA 01730 N/A PC General Support 2500 Lawrence Boys and Girls Club Inc 136 Water Street Lawrence MA 01841 N/A PC Summer Programs 5000 Lawrence Partnership 420 Common Street Lawrence MA 01840 N/A PC General Support 14500 Lawrence Public Schools 451 Howard Street Reading MA 01841 N/A GOV The Rollins School 1000 Lazarus House Inc PO Box 408 Lawrence MA 01842 N/A PC Food Donation 4132 Lowell Community Loan Fund 50 Island Street Suite 103 Lawrence MA 01840 N/A PC General Support 10000 Massachusetts Taxpayers Foundation 333 Washington Street Suite 853 Boston MA 02108 N/A PC General Support 5000 Merrimack Valley YMCA 40 Lawrence Street Lawrence MA 01840 N/A PC Food Drive Donation 500 Mission of Deeds Inc 6 Chapin Avenue Reading MA 01867 N/A PC General Support 4119 Mystic Valley Elder Services Inc 300 Commercial Street Suite 19 Malden MA 02148 N/A PC Elder Independence Fund 5000 North Reading Council on Aging 20 Elm Street North Reading MA 01864 N/A PC Thanksgiving Dinners 3000 Reading Open Land Trust Inc PO Box 15 Reading MA 01867 N/A PC General Support 500 Reading Public Library 64 Middlesex Avenue Reading MA 01867 N/A PC Library Renovations 10000 Reading Scholarship Foundation PO Box 492 Reading MA 01867 N/A PC Student Scholarships 1500 Scholarship America 7900 International Drive Suite 500 Minneapolis MN 55425 N/A PC $1,000 Burlington Community Scholarship Foundation; $1,000 North Reading Academic Scholarship Program 2000 The Professional Center for Child Development 32 Osgood Street Andover MA 01810 N/A PC 2020 Trot for Special Tots Road Race 1000 Town of Andover 36 Bartlett Street Andover MA 01810 N/A GOV Senior Center 6667 Town of Reading PO Box 771 Reading MA 01867 N/A GOV $1,000 for the Reading Historical Commission 1000 United Way of Massachusetts Bay PO Box 51381 Boston MA 022151381 N/A PC The One Lawrence Fund 5000 123518 0 14 19 14 32216 18 45576 Net K-1 Activity 523000 -57 14 -57 77811 0 77754 0 0 0 0 0 0 0 0 0 0 Accounting Fees 2600 1300 0 1300 29 units Abbvie Inc 3233 3233 2 units Alphabet Inc 4707 4707 2 units Amazaon.com 6935 6935 198 units Amcor PLC 2327 2327 32 units American Express 4907 4907 15 units Apple Inc 1972 1972 124 units Bank of America Corp 5026 5026 14 units Best Buy Co 1628 1628 7 units Broadcom Inc 3193 3193 53 units Cardinal Helath Inc 3198 3198 21 units Caterpillar Inc 4790 4790 44 units Chevron Corp 4535 4535 46 units Cisco Systems Inc 2342 2342 45 units Citigroup Inc 3206 3206 84 units Citizens Financial Group Inc 3888 3888 36 units Coca Cola Co 1943 1943 80 units Comcast Corp 4492 4492 46 units Cousins PPTYS Inc 1687 1687 7 units Cummins Inc 1764 1764 27 units Eastman Chemical Company 3116 3116 8 units Everest RE Group LTD 2216 2216 15 units Facebook Inc 4876 4876 29 units General Mills Inc 1765 1765 24 units Genuine Parts Co 2999 2999 34 units Gilead Science 2158 2158 45 units Highwoods Properties 2016 2016 14 units Home Depot Inc 4531 4531 20 units Honeywell International Inc 4461 4461 129 units Interpublic Group of Companies Inc 4096 4096 72 units Jefferies Final Group Inc 2341 2341 25 units Johnson & Johnson 4068 4068 30 units JP Morgan Chase & Co 4614 4614 154 units Keycorp 3351 3351 47 units Magna International Inc 4438 4438 12 units Mastercard Inc 4585 4585 23 units MDC Holdings Inc 1349 1349 35 units Medtronic PLC 4582 4582 32 units Merck & Co Inc 2384 2384 17 units Microsoft Corp 4287 4287 95 units MPLX LP 2564 2564 38 units Netapp Inc 2838 2838 38 units Nutrien LTD 2097 2097 114 units Old Republic International 2807 2807 21 units Omnigroup 1727 1727 15 units Paypal Holdings Inc 3934 3934 47 units Pfizer Inc 1817 1817 36 units Portland General Electric Co 1831 1831 13 units Qualcomm Inc 1804 1804 100 units Regions Financial Corp 2180 2180 63 units Stag Indl Inc 2300 2300 9 units Target Corp 1865 1865 20 units Texas Instruments 3610 3610 59 units TJX Companies Inc 4189 4189 19 units Union Pacific Corp 4220 4220 12 units Unitedhealth GP Inc 4786 4786 109 units Western Union 2808 2808 14 units Whirlpool Corp 3310 3310 20.639 units Invesco Prem US Govt Mny Inst FMV 20639 20639 8287.393 units Blackrock Global Allocation I FMV 189284 189284 1292.238 units Calamos Growth & Income I FMV 55230 55230 16249.388 units Delaware Diversified Inc FMV 149494 149494 1945.744 units Diamond Hill Long Short I FMV 58606 58606 2485.854 units First Eagle Global I FMV 165359 165359 1902.375 units Franklin Gold & Precious Metals FMV 49576 49576 363.265 units Harding Loevner Emerging Markets FMV 25102 25102 7380.710 units Pimco All Asset FMV 96982 96982 5263.984 units Templeton Global FMV 49324 49324 714.491 units Wells Fargo Emerging Markets FMV 25307 25307 Partnership Interest, Enterprise Products Partners FMV 279 279 Disqualified Grants 1350 Filing Fees 54 0 0 54 Net K-1 Activity -57 0 0 Unrealized Gain on Investments 196403 Miscellaneous Timing Differences 1226 Investment Management Fees 14067 14067 0 0 Foreign Tax 58 58 0 0