2022-09-15T17:45:39-05:00 2021-12-31 042689883 WOLF & COMPANY PC 255 STATE STREET BOSTON MA 02109 990PF 2021-01-01 820954751 PEOPLESBANK CHARITABLE FOUNDATION INC PEOP 4135389500 330 WHITNEY AVENUE 740 HOLYOKE MA 01040 BRIAN CANINA TREASURER 4135387550 2022-09-13 1 BRIAN CANINA 000002547 HARRY A KALAJIAN JR CPA P00464296 6174399700 2022-09-15 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X 7181142 X 3576000 200122 174693 230203 4244712 1696656 485 479 4006810 1871828 0 0 0 12238 0 12238 4800 0 4800 46756 46756 0 16521 7587 0 1151 2834 1177 81466 57177 18215 300000 300000 381466 57177 318215 3625344 1814651 48118 675902 675902 2971451 6505240 6505240 3019569 7181142 7181142 0 0 X 0 0 0 0 3019569 7181142 3019569 7181142 3019569 7181142 3019569 3625344 553910 7198823 17681 7181142 AFFILIATED MANAGERS GRP P 2019-04-16 2021-01-13 10870 11199 -329 -329 VIACOMCBS INC P 2017-08-02 2021-01-04 4297 6915 -2618 -2618 VIACOMCBS INC P 2017-09-08 2021-01-04 3048 3776 -728 -728 CHINA MOBILE LTD SPN ADR P 2019-12-10 2021-01-07 25920 37947 -12027 -12027 DISCOVERY INC P 2018-05-01 2021-01-04 8943 7184 1759 1759 DIAMONDBACK ENERGY INC P 2019-04-22 2021-01-13 12539 22234 -9695 -9695 NCR CORP NEW P 2018-04-05 2021-01-05 7238 6279 959 959 NCR CORP NEW P 2018-04-05 2021-01-07 15421 12557 2864 2864 NCR CORP NEW P 2018-05-03 2021-01-07 7710 5454 2256 2256 CHINA MOBILE LTD SPN ADR P 2020-12-15 2021-01-07 5184 5723 -539 -539 MACERICH CO P 2020-02-24 2021-01-27 10580 10945 -365 -365 NCR CORP NEW P 2020-07-15 2021-01-07 7710 3486 4224 4224 RESIDEO TECHNOLOGIES INC P 2020-05-13 2021-01-05 10650 2850 7800 7800 VIACOMCBS INC CL B P 2017-09-08 2021-02-04 1817 1649 168 168 VIACOMCBS INC CL B P 2017-11-14 2021-02-04 8207 6642 1565 1565 VIACOMCBS INC CL B P 2017-11-14 2021-02-23 1006 613 393 393 VIACOMCBS INC CL B P 2019-10-01 2021-02-23 11902 7133 4769 4769 VIACOMCBS INC CL B P 2019-12-23 2021-02-23 399 256 143 143 DISCOVERY INC P 2018-05-01 2021-02-04 36744 21553 15191 15191 DISCOVERY INC P 2018-05-03 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STLVAMO CORP REG SHS P 2019-07-02 2021-10-06 15 16 -1 -1 PASSTHROUGH LONG TERM LOSSES P 8684 8684 8684 PASSTHROUGH SHORT TERM LOSSES P 31 -31 -31 CAPITAL GAINS DIVIDENDS P 13742 13742 13742 1696656 25224 0 25224 0 25224 26691 0 15000 0 41691 X 0 16467 16467 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 MICHAEL OLEKSAK 330 WHITNEY AVENUE SUITE 740 HOLYOKE MA 01040 DIRECTOR 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 DIRECTOR/CRO 1.00 0 0 0 FRANK CRINELLA 330 WHITNEY AVENUE SUITE 740 HOLYOKE MA 01040 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 N/A 0 NONE 0 0 5363187 951225 0 6314412 0 0 6314412 94716 6219696 310985 310985 25224 748 25972 285013 0 285013 0 285013 318215 0 318215 285013 0 0 21352 76981 20438 37943 156714 318215 0 0 0 285013 33202 0 0 189916 0 0 0 0 0 0 0 189916 21352 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. GIRLS INC 120 WALL STREET 18TH FLOOR NEW YORK NY 10005 NOT RELATED PC EXEMPT PURPOSE 15000 SISTERS OF PROVIDENCE 5 GAMELIN ST 377 HOLYOKE MA 01040 NOT RELATED PC EXEMPT PURPOSE 25000 SPRINGFIELD LIBRARY FOUNDATION 220 STATE ST SPRINGFIELD MA 01103 NOT RELATED PC EXEMPT PURPOSE 10000 VALLEY HEALTH SYSTEMS 575 BEECH ST HOLYOKE MA 01040 NOT RELATED PC EXEMPT PURPOSE 25000 BOYS AND GIRLS CLUB OF WESTFIELD 28 W SLIVER ST WESTFIELD MA 01085 NOT RELATED PC EXEMPT PURPOSE 40000 FOOD BANK OF WESTERN MA 97 N HATFIELD RD HATFIELD MA 01038 NOT RELATED PC EXEMPT PURPOSE 100000 COMMUNITY FOUNDATIONS OF WESTERN MA HADLEY LIBRARY 333 BRIDGE ST SPRINGFIELD MA 01103 NOT RELATED PC EXEMPT PURPOSE 10000 COMMUNITY ROOTS 65 FULLER AVE SWAMPSCOTT MA 01907 NOT RELATED PC EXEMPT PURPOSE 5000 FRIENDS OF THE S HADLEY SENIOR CENTER 45 DAYTON STREET SOUTH HADLEY MA 01075 NOT RELATED PC EXEMPT PURPOSE 30000 HADLEY COUNCIL ON AGING 46 MIDDLE ST HADLEY MA 01035 NOT RELATED PC EXEMPT PURPOSE 5000 HANDS ON HARTFORD 55 BARTHOLOMEW AVE HARTFORD CT 06106 NOT RELATED PC EXEMPT PURPOSE 15000 LUDLOW SENIOR CENTER 288 STATE ST LUDLOW MA 01056 NOT RELATED PC EXEMPT PURPOSE 20000 300000 SPRINGFIELD LIBRARY FOUNDATION 220 STATE ST SPRINGFIELD MA 01103 NOT RELATED PC EXEMPT PURPOSE 30000 30000 14 200122 01 485 18 230203 0 430810 0 430810 0 0 0 0 0 0 0 0 0 0 X X 1 PEOPLES BANK 330 WHITNEY AVE HOLYOKE MA 01040 3576000 X 1 200,000 SHARES OF EASTERN BANCSHARES INC 3576000 2021-03-04 WOLF & COMPANY, P.C. 4800 0 4800 INVESTMENTS - MERRILL LYNCH 6505240 6505240 DIVIDEND REINVESTMENT 17681 FILING FEE 35 0 35 PORTFOLIO DEDUCTIONS - PASS THROUGH 0 2834 0 DEPOSITORY BANK FEE 921 0 921 CHARITABLE CONTRIBUTIONS - PASSTHRU 0 0 26 WIRE TRANSFER FEE 195 0 195 OTHER INCOME - PASSTHRU 0 -6 0 CLASS ACTION SETTLEMENT 485 485 485 DONATED SERVICES 12238 UNREALIZED GAIN/LOSSES 541672 ADVISORY FEE 46756 46756 0 FOREIGN TAX 6396 7487 0 FEDERAL TAX 10000 0 0 IRS PENALTIES 25 0 0 MASS UBI TAX 100 100 0