2024-02-12T13:40:16-06:00 2021-12-31 390758449 WIPFLI LLP 30 LONG CREEK DRIVE SOUTH PORTLAND ME 041062437 990PF 2021-01-01 843254128 ST MARY'S BANK CHARITABLE FOUNDATION STMA 6036694600 200 MCGREGOR ST MANCHESTER NH 03102 KEVIN NIHILL TREASURER 6036694600 2023-11-21 1 KEVIN NIHILL 999009999 JULIA HOWLAND CPA P01711658 2077745701 2023-11-21 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X X 3336235 X 1500000 56786 56786 -618 381333 0 1556168 56786 0 0 0 47 47 0 33729 33702 0 33776 33749 0 0 130000 33776 33749 130000 1522392 23037 316 291 291 1369393 1616148 1616148 315361 885140 885140 297038 826179 826179 3530 8477 8477 1985638 3336235 3336235 590000 360000 590000 360000 X 1395638 2976235 1395638 2976235 1985638 3336235 1395638 1522392 58205 2976235 0 2976235 SECURITIES SOLD 2020-12-31 2021-12-31 381333 381951 -618 -618 -618 320 0 320 0 320 58 0 1600 0 1658 0 1338 1338 0 0 0 0 0 0 0 0 0 0 0 1 1 NH 1 0 1 0 0 1 N/A KEVIN NIHILL 6036694600 200 MCGREGOR ST MANCHESTER NH 03102 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GUY D CHAPDELAINE CPA 83 HITCHING POST LANE BEDFORD NH 03110 CHAIRMAN & DIRECTOR 1.00 0 0 0 RONALD H COVEY JR 25 WINTER DRIVE HOOKSETT NH 03106 PRESIDENT 1.00 0 0 0 KENNETH L SENUS 6 MISTY LANE LONDONDERRY NH 03053 TREASURER 1.00 0 0 0 ANNE M CANTY 141 WESTWIND DRIVE MANCHESTER NH 03104 SECRETARY 1.00 0 0 0 GINA M BALKUS 8 HEARTHSIDE DRIVE NASHUA NH 03063 DIRECTOR 1.00 0 0 0 DAVID H BELLMAN 15 MT ST MARYS WAY HOOKSETT NH 03106 DIRECTOR 1.00 0 0 0 CRAIG S DONAIS 37 BUZZELL ST MANCHESTER NH 031045140 DIRECTOR 1.00 0 0 0 DIANE P FITZPATRICK 120 LEXINGTON AVENUE MANCHESTER NH 03104 DIRECTOR 1.00 0 0 0 STEPHEN G GRZYWACZ 405 CRESTVIEW CIRCLE MANCHESTER NH 03104 DIRECTOR 1.00 0 0 0 DANIEL J HEALY 40 WINSLOW LANE CANDIA NH 03034 DIRECTOR 1.00 0 0 0 ELIZABETH S C HITCHCOCK 633 RIVER ROAD MANCHESTER NH 03104 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 1579312 397513 0 1976825 0 0 1976825 29652 1947173 97359 97359 320 320 97039 0 97039 0 97039 130000 0 130000 97039 0 0 68706 68706 130000 0 0 0 97039 32961 0 0 101667 0 0 0 0 0 0 0 101667 68706 32961 KEVIN NIHILL 200 MCGREGOR STREET MANCHESTER NH 03102 6036694600 NO SPECIAL FORMAT NONE NONE CATHOLIC MEDICAL CENTER 100 MCGREGOR ST MANCHESTER NH 03103 PC CHARITABLE SUPPORT 100000 PALACE THEATRE TRUST 80 HANOVER ST MANCHESTER NH 03101 PC CHARITABLE SUPPORT 30000 130000 0 14 56786 18 -618 0 56168 0 56168 0 0 0 0 0 0 0 0 0 1 ST MARY'S BANK CREDIT UNION 501(C)(14) COMMON DIRECTORS X X 1 ST MARY'S BANK CREDIT UNION PO BOX 990 MANCHESTER NH 03105 1500000 X AMENDED RETURN EXPLANATION AMENDED RETURN IS FILED TO CORRECT A FEW ERRORS AND TO BE CONSISTENT WITH 2020 AMENDED RETURN CHANGES:FORM 990-PF, PART I, LINE 25 (D) CHANGED FROM 0 TO 130,000.FORM 990-PF, PART II, LINE 18 (A) CHANGED FROM 100,000 TO 590,000.FORM 990-PF, PART III, LINE 5 CHANGED FROM 490,000 TO 0.FORM 990-PF, PART VI-B, LINES 2A AND 2B - THE ANSWER CHANGED FROM YES TO NO.FORM 990-PF, PART XII, COLUMN (B) AMOUNTS ON LINES 2B, 6B AND 6D CHANGED FROM 4,133 TO 0.FORM 990-PF, PART XII, COLUMN (C) AMOUNTS ON LINES 2A AND 6E CHANGED FROM 52,161 TO 0.FORM 990-PF, PART XII, LINE 4 AMOUNT CHNAGED FROM 0 TO 130,000.AS A RESULT OF THE ABOVE CHANGES, THE EXCESS DISTRIBUTION CARRYOVER TO 2022 ON PART XII, LINE 9, CHANGED FROM 0 TO 101,667.FORM 990-PF, PART XIV, LINE 3 A - THE FOLLOWING GRANTS WERE ADDED:CATHOLIC MEDICAL CENTER - CHARITABLE SUPPORT FOR 100,000PALACE THEATRE TRUST - CHARITABLE SUPPORT FOR 30,000 ABBOTT LABORATORIES 16585 16585 ABBVIE INC 16976 16976 AMERICA MOVIL SAB DE CV 13832 13832 AMERICAN ELECTRIC POWER COMPANY INC 15844 15844 AMERICAN TOWER CORP 10631 10631 ANHEUSER-BUSCH INBEV WORLDWIDE INC 11649 11649 APPLE INC 23891 23891 AT&T INC 15852 15852 BANK OF AMERICA CORP 29796 29796 CITIGROUP INC 11037 11037 COSTCO WHOLESALE CORP 11637 11637 CVS HEALTH CORP 23887 23887 DUKE ENERGY FLORIDA LLC 17487 17487 ENERGY TRANSFER LP 11463 11463 EOG RESOURCES INC 23133 23133 EQUINOR ASA 20339 20339 EXELON CORP 29841 29841 GENERAL MOTORS FINANCIAL COMPANY INC 36462 36462 GOLDMAN SACHS GROUP INC 11117 11117 JEFFERIES GROUP LLC 11097 11097 JPMORGAN CHASE & CO 21328 21328 KINDER MORGAN INC 23352 23352 KLA CORP 16265 16265 LABORATORY CORPORATION OF AMERICA HOLDINGS 23570 23570 LOWE'S COMPANIES INC 16014 16014 MICROSOFT CORP 17163 17163 MONDELEZ INTERNATIONAL INC 38043 38043 MORGAN STANLEY 23853 23853 NATIONAL RURAL UTILITIES COOPERATIVE FINANCE CORP 20187 20187 NORTHERN TRUST CORP 14868 14868 ORACLE CORP 20150 20150 PEPSICO INC 25078 25078 PROLOGIS LP 20122 20122 RAYTHEON TECHNOLOGIES CORP 16792 16792 SOUTHERN CO 21772 21772 STATE STREET CORP 15482 15482 TOYOTA MOTOR CREDIT CORP 21939 21939 TYSON FOODS INC 11333 11333 UNION PACIFIC CORP 22130 22130 UNITEDHEALTH GROUP INC 16271 16271 VERIZON COMMUNICATIONS INC 16673 16673 WELLS FARGO & CO 25034 25034 WESTPAC BANKING CORP 16204 16204 ACCENTURE CL A ORD 4146 4146 ADOBE ORD 5671 5671 AEGON FUNDING COMPANY LLC 12859 12859 AFFILIATED MANAGERS GROUP INC 13423 13423 ALLSTATE CORP 12149 12149 ALLY FINANCIAL ORD 5713 5713 AMAZON COM ORD 16672 16672 AMERICAN ELECTRIC POWER ORD 8897 8897 AMERICAN FINANCIAL GROUP INC 13715 13715 AMERICAN WATER WORKS ORD 5666 5666 AON CL A ORD 3006 3006 APPLE ORD 3551 3551 APPLIED MATERIAL ORD 9442 9442 ARTHUR J GALLAGHER ORD 3393 3393 ASML HOLDING ADR REP ORD 3981 3981 AT&T INC 12514 12514 AT&T INC 12770 12770 AT&T ORD 6396 6396 BCE ORD 5724 5724 BERKSHIRE HATHAWAY CL B ORD 1495 1495 BLACKSTONE ORD 3882 3882 BROOKFIELD FINANCE INC 12832 12832 BRUNSWICK CORP 12665 12665 CARLYLE FINANCE LLC 13156 13156 CHEVRON ORD 5868 5868 CHRLS RIVER LABS ORD 5652 5652 CINCINNATI FINANCIAL ORD 6836 6836 CINTAS ORD 4432 4432 CISCO SYSTEMS ORD 6971 6971 CITIZENS FINANCIAL GROUP ORD 5198 5198 CME GROUP CL A ORD 4569 4569 CMS ENERGY CORP 12162 12162 CNR:FXD INC OPPTYS N 163848 163848 COCA-COLA ORD 8882 8882 COMCAST CL A ORD 5536 5536 CONOCOPHILLIPS ORD 2887 2887 COSTCO WHOLESALE ORD 2839 2839 CROWN CASTLE INTERNATIONAL REIT ORD 4175 4175 DANAHER ORD 1645 1645 DOMINION ENERGY ORD 3928 3928 DTE ENERGY CO 12662 12662 DUKE ENERGY CORP 12262 12262 EDWARDS LIFESCIENCES ORD 6478 6478 EMERSON ELECTRIC ORD 5578 5578 ENTERGY MISSISSIPPI LLC 12182 12182 ENTERGY ORD 5633 5633 EQUINIX REIT ORD 8458 8458 EVERSOURCE ENERGY ORD 5459 5459 EXPEDIA GROUP ORD 12650 12650 FIFTH THIRD BANCORP ORD 6533 6533 FIRST HORIZON ORD 2613 2613 GENERAL MILLS ORD 6064 6064 GENUINE PARTS ORD 1402 1402 HARTFORD FINANCIAL SERVICES GRUP ORD 6904 6904 HCA HEALTHCARE ORD 5138 5138 HOME DEPOT ORD 6225 6225 INTEL ORD 1803 1803 INTERNATIONAL PAPER ORD 4698 4698 INTERPUBLIC GROUP OF COMPANIES ORD 1498 1498 JPMORGAN CHASE ORD 7126 7126 KEYCORP ORD 5551 5551 LOCKHEED MARTIN ORD 5331 5331 MARATHON PETROLEUM ORD 5759 5759 MASTERCARD CL A ORD 8983 8983 MCDONALD'S ORD 5361 5361 MERCK & CO. INC. 5365 5365 META PLATFORMS CL A ORD 1682 1682 METLIFE ORD 3125 3125 MICROSOFT ORD 13453 13453 MID AMERICA APT COMMUNITI REIT ORD 11472 11472 NATIONAL RURAL UTILITIES COOPERATIVE FINANCE CORP 12553 12553 NEWELL BRANDS ORD 4368 4368 NEXTERA ENERGY CAPITAL HOLDINGS INC 13052 13052 NEXTERA ENERGY ORD 1867 1867 NORTHROP GRUMMAN ORD 3871 3871 NXP SEMICONDUCTORS ORD 5695 5695 OLD DOMINION FREIGHT LINE ORD 5376 5376 PAYCHEX ORD 8190 8190 PEPSICO ORD 5211 5211 PFIZER ORD 8267 8267 PROCTOR & GAMBLE ORD 6543 6543 PROLOGIS REIT 13469 13469 PRUDENTIAL FINANCIAL INC 13280 13280 QUALCOMM ORD 6400 6400 REINSURANCE GROUP OF AMERICA INC 13193 13193 ROPER TECHNOLOGIES ORD 4919 4919 S&P GLOBAL ORD 2360 2360 SEMPRA ENERGY 12576 12576 SHERWIN WILLIAMS ORD 5282 5282 SONOCO PRODUCTS ORD 4631 4631 SOUTHERN CO 13284 13284 STARBUCKS ORD 1170 1170 SYNCHRONY FINANCIAL ORD 5103 5103 T MOBILE US ORD 4059 4059 THERMO FISHER SCIENTIFIC ORD 6672 6672 TRANSUNION ORD 5929 5929 UNITED RENTAL ORD 3323 3323 UNITEDHEALTH GRP ORD 10043 10043 VERIZON COMMUNICATIONS ORD 7274 7274 VISA CL A ORD 4334 4334 W R BERKLEY CORP 12549 12549 WALMART ORD 4341 4341 WALT DISNEY ORD 3098 3098 WILLIAMS ORD 2604 2604 ZOETIS CL A ORD 3660 3660 ACCRUED INTEREST 3530 8477 8477 OPERATING EXPENSES 27 0 0 AMORTIZATION 18325 18325 0 INVESTMENT MANAGEMENT FEES 15377 15377 0 UNREALIZED GAINS/LOSSES 58205 ST MARY'S BANK CREDIT UNION PO BOX 990 MANCHESTER NH 03105 DIVIDEND TAXES WITHHELD 47 47 0