2025-11-12T15:55:49-06:00 2024-12-31 Wolf & Company PC 255 State Street Boston MA 02109 990PF 2024-01-01 043332966 Bristol County Savings Charitable Foundation Inc % DENNIS LEAHY BRIS 5088285420 35 BROADWAY TAUNTON MA 02780 Dennis Leahy Treasurer 5088285317 2025-05-15 true true Karen Ng EA P01067482 6174399700 2025-11-15 2024 2025-03-06 01:10:19Z X 21497737 X 1499384 388357 357118 0 5591807 33647126 5408113 20000 0 0 7499548 5765231 0 0 99884 99884 0 0 32975 975 0 0 369 0 0 369 535 0 0 535 133763 100859 0 904 2265317 2265317 2399080 100859 0 2266221 5100468 5664372 0 90342 571784 571784 910676 2236551 2236551 392784 0 0 13471585 15763686 15763686 3429757 2925716 2925716 2100331 0 0 20395475 21497737 21497737 0 0 X 20395475 21497737 20395475 21497737 20395475 21497737 20395475 5100468 25495943 3998206 21497737 SALES OF INVESTMENTS - RJ P 12130311 11256032 874279 874279 MICROSOFT CORP D 2024-03-26 2024-03-28 1014584 222864 791720 791720 MICOSOFT CORP D 2024-12-23 2024-12-26 492659 104468 388191 388191 SALES OF INVESTMENTS - CHARLES SCHWAB P 20009357 16655649 3353708 3353708 5408113 78735 78735 78735 23678 0 75000 98678 X 19943 19943 false false false false false false false true true MA true false false false false true N/A DENNIS LEAHY 5088285317 35 BROADWAY TAUTON MA 02780 false false false false false false false false false false false false false false false false false false false false false E DENNIS KELLY JR 35 BROADWAY TAUNTON MA 02780 CHAIRMAN 1.0 0 0 0 PATRICK J MURRAY JR 35 BROADWAY TAUNTON MA 02780 PRESIDENT 1.0 0 0 0 DENNIS F LEAHY 35 BROADWAY TAUNTON MA 02780 TREASURER 1.0 0 0 0 MICHELE L ROBERTS 35 BROADWAY TAUNTON MA 02780 CLERK 1.0 0 0 0 CHARLES W CEDERBERG 35 BROADWAY TAUNTON MA 02780 TRUSTEE 1.0 0 0 0 MAUREEN CODY 35 BROADWAY TAUNTON MA 02780 TRUSTEE 1.0 0 0 0 CHERYL GOUVEIA 35 BROADWAY TAUNTON MA 02780 TRUSTEE 1.0 0 0 0 RUSS MARTORANA 35 BROADWAY TAUNTON MA 02780 TRUSTEE 1.0 0 0 0 ED HURLEY 35 BROADWAY TAUNTON MA 02780 TRUSTEE 2.0 0 0 0 JEANNE QUINN 35 BROADWAY TAUNTON MA 02780 TRUSTEE 1.0 0 0 0 LOUIS M RICCIARDI 35 BROADWAY TAUNTON MA 02780 TRUSTEE 1.0 0 0 0 FRANK TEIXEIRA 35 BROADWAY TAUNTON MA 02780 TRUSTEE 1.0 0 0 0 RAYMOND JAMES FINANCIAL SERVICES 880 CARILLON PKWY SAINT PETERSBURG FL 337161102 INVESTMENT ADVISORY 51915 19288960 1632755 0 20921715 0 20921715 313826 20607889 1030394 1030394 78735 78735 951659 951659 951659 2266221 0 0 0 0 2266221 951659 2022 2021 2020 1485340 1241749 1392894 1505783 5625766 2266221 951659 1314562 6940328 0 1485340 5454988 1241749 1392894 1505783 1314562 NONE NONE MICHELE ROBERTS CLERK 29 BROADWAY 2ND FLOOR TAUNTON MA 02780 5088285393 APPLICATIONS AVAILABLE AT ABOVE ADDRESS SEE APPLICATIONS FOR VARIOUS DEADLINES ONLY TAX EXEMPT ORGANIZATIONS THAT ARE RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS BEING DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE OPERATED EXCLUSIVELY FOR CHARITABLE PURPOSES AND ARE LOCATED IN THE GREATER ATTLEBORO-TAUNTON AREA. Grants and Contributions Paid 35 BROADWAY TAUNTON MA 02780 NOT RELATED PC EXEMPT PURPOSE 2265317 2265317 Grants and Contributions for Future Payment 35 BROADWAY TAUNTON MA 02780 NOT RELATED PC EXEMPT PURPOSE 0 986700 14 388357 18 5591807 COMMUNITY INVESTMENT TAX CREDIT 0 0 20000 0 5980164 20000 6000164 11A COMMUNITY INVESTMENT TAX CREDIT false false false false false false false false false false X X 1 Bristol County Savings Bank 35 BROADWAY TAUNTON MA 02780 1009728 X 2 BRISTOL COUNTY SAVINGS BANK 35 BROADWAY TAUNTON MA 02780 489656 X 1 2400 SHARES OF MICROSOFT CORP 1009728 2024-03-28 2 1125 SHARES OF MICROSOFT CORP 489656 2024-12-23 CORPORATE BONDS 0 0 FIXED INCOME 2925716 2925716 CORPORATE STOCK 0 0 EXCHANGED TRADED FUNDS 15763686 15763686 0 0 PROLOGIS INC REIT FMV 0 0 ISHARES TR RUSSELL 2000 FMV 0 0 ISHARES TR CORE MSCI EAFE FMV 0 0 GOLDMAN SACHS BANK USA- CD FMV 0 0 UNREALIZED GAIN (LOSS) 3917147 ACCOUNTING ADJUSTMENT 81059 STATE FILING FEE 535 0 0 535 CITC REFUND 20000 0 0 INVESTMENT ADVISORY FEE 99884 99884 0 0 FEDERAL EXCISE TAX 32000 0 0 0 INCOME TAX EXPENSE 975 0 0 0 FOREIGN TAX 0 975 0 0