2024-05-13T08:16:24-05:00 2023-12-31 010523282 Berry Dunn McNeil & Parker LLC 2211 Congress St Portland ME 04102 990PF 2023-01-01 043370164 The Savings Bank Charitable Foundation SAVI 7812460400 357 Main Street PO Box 30 Wakefield MA 01880 Denise Carbone VP/Treasurer/Director 7812460400 2024-05-10 1 Denise Carbone 999009999 1 Joseph R Byrne P01289281 2077752387 2024-05-10 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1274337 X 36000 29288 29288 52604 124544 52604 117892 81892 0 0 0 3945 0 3945 7978 7978 0 70 0 70 11993 7978 4015 61592 61592 73585 7978 65607 44307 73914 147751 118145 118145 34534 39312 39312 15000 14667 14854 561563 601575 978755 92251 121707 123271 851099 895406 1274337 0 0 X 0 0 0 0 851099 895406 851099 895406 851099 895406 851099 44307 0 895406 0 895406 Publicly Traded Securities P 124544 71940 52604 52604 52604 1027 0 1027 0 1027 328 0 0 0 328 2 701 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A Denise Carbone 7812460400 357 Main Street PO Box 30 Wakefield MA 01880 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Robert J DiBella 357 Main Street PO Box 30 Wakefield MA 01880 President/Director 1.00 0 0 0 Denise Carbone 357 Main Street PO Box 30 Wakefield MA 01880 Treasurer/Director 1.00 0 0 0 Karen A Conard 357 Main Street PO Box 30 Wakefield MA 01880 Director 1.00 0 0 0 Glenn D Dolbeare 357 Main Street PO Box 30 Wakefield MA 01880 Director 1.00 0 0 0 Therese Jarmusik 357 Main Street PO Box 30 Wakefield MA 01880 Director 1.00 0 0 0 Raichelle L Kallery 357 Main Street PO Box 30 Wakefield MA 01880 Director 1.00 0 0 0 Joanne Reilly 357 Main Street PO Box 30 Wakefield MA 01880 Director 1.00 0 0 0 Margaret Super Church 357 Main Street PO Box 30 Wakefield MA 01880 Director 1.00 0 0 0 NONE 0 NONE 0 0 1038025 140257 0 1178282 0 0 1178282 17674 1160608 58030 58030 1027 1027 57003 0 57003 0 57003 65607 0 65607 57003 0 0 1927 2907 14283 2880 15188 37185 65607 0 0 0 57003 8604 0 0 45789 0 0 0 0 0 0 1927 43862 2907 14283 2880 15188 8604 X Robert J DiBella 357 Main Street PO Box 30 Wakefield MA 01880 7812460400 Applications available at above address See applications for various deadlines Awards are to be granted within Wakefield, Massachusetts and its vicinity, unless an exception is made by the Board of Directors to benefit community, charitable, educational and other benevolent purposes. Bellesini Academy 94 Bradford Street Lawrence MA 01840 PC Academic Programs For School Children 2500 Boys & Girls Club of Lawrence 136 Water Street Lawreance MA 01841 PC Youth Programs 4000 Boys & Girls Club of Stoneham & Wakefield 15 Dale Court Stoneham MA 02180 PC Childcare Services 5000 Bread & Roses 58 Newbury Street Lawreance MA 01840 PC Kitchen Serving For Hardship Families 3000 Communitas 60-D Audubon Road Wakefield MA 01880 PC Fitness And Health Programs 2592 Community Giving Tree 572B Main Street Boxford MA 01921 PC Provide Basic Necessities To Communities In Lawrene, Lowell, Lynn And Haverhill 2000 Emmaus PO Box 568 Haverhill MA 01831 PC Emergency Shelter 5000 Essex Art Center 56 Island Street Lawrence MA 01840 PC Outreach Programs Through Art 3000 Ladybug Love 140 Winona Street Peabody MA 01960 PC Blankets 2000 Lazarus House Ministries PO Box 4058 Lawreance MA 01842 PC Helps Families Living In Poverty 4000 Massachusetts Coalition for the Homeless 687 West 204th Street Boston MA 02131 PC A Bed For Every Child 3000 Mission of Deeds 6 Chapin Avenue Reading MA 01867 PC New Beds, Used Home Goods For People In Need, Free Of Charge 5000 Neighbors in Need PO Box 447 Lawrence MA 01842 PC Food Pantries 5000 Wakefield Food Pantry PO Box 1624 Wakefield MA 01880 PC Food Pantries 5000 Baby Cafe USA 16 Hawthorne Street Wakefield MA 01880 PC General Assistance 1500 International Institute of New England 2 Boylston Street 3rd Floor Boston MA 02116 PC General Assistance 2000 Connor's Kindness Project 1 Perkins Lane Lynnfield MA 01940 PC General Assistance 1500 Harvey Girls 184 Pleasant Valley Street Methuen MA 01844 PC General Assistance 2500 Girdler House 78 Lothrop Street Beverly MA 01915 PC General Assistance 1000 The Haven Project 57 Munrose Street Lynn MA 01901 PC General Assistance 2000 61592 0 14 29288 14 52604 0 81892 0 81892 0 0 0 0 0 0 0 0 0 0 X X 1 The Savings Bank 357 Main Street Wakefield MA 01880 36000 X Accounting Fees 3945 0 3945 15000 Shr CITIGROUP INC 5.50% 15106 15071 15000 Shr FEDERAL HOME LOAN BANKS 4.60% 15000 14924 15000 Shr FEDERAL NATL MTG ASSN 2.50% 14767 14960 15000 Shr JACOBS ENGR GROUP INC 6.35% 14922 15666 15000 Shr MARATHON PETE CORP 5.125% 14741 15170 15000 Shr NEXTERA ENERGY CAP HLDGS INC 6.051% 15029 15135 15000 Shr SCHWAB CHARLES CORP 5.375% 14961 14798 80 Shr VANGUARD INTERM-TM CORP BOND ETF 6873 6502 125 Shr VANGUARD REAL ESTATE ETF 10308 11045 320 Shr AFLAC INC 6293 26400 645 Shr AT&T INC 14345 10823 150 Shr ABBOTT LABORATORIES 13182 16511 150 Shr ABBVIE INC 4180 23246 60 Shr ALBEMARLE CORP 5732 8669 125 Shr ALPHABET INC CL C 16489 17616 55 Shr AMGEN INC 8949 15841 250 Shr APPLE INC 6738 48133 205 Shr BRISTOL-MYERS SQUIBB CO 11505 10519 120 Shr CHEVRON CORP 7255 17899 490 Shr CISCO SYSTEMS INC 16226 24755 25 Shr COSTCO WHOLESALE CORP 3866 16502 120 Shr CROWDSTRIKE HOLDINGS INC 15149 30638 150 Shr WALT DISNEY CO 14776 13544 210 Shr DOW INC 10415 11516 65 Shr META PLATFORMS INC CL A 10355 23007 125 Shr GENERAL MILLS INC 7979 8143 120 Shr GENUINE PARTS CO 11991 16620 505 Shr HEALTHPEAK PPTYS INC 12327 9999 80 Shr HOME DEPOT INC 9760 27724 90 Shr HONEYWELL INTERNATIONAL INC 18434 18874 45 Shr ILLINOIS TOOL WORKS 10921 11787 185 Shr INTERNATIONAL BUSINESS MACHINES 22972 30257 88 Shr ISHARES TIPS BOND ETF 10028 9459 240 Shr ISHARES CORE S&P SMALL CAP 19249 25980 145 Shr JP MORGAN CHASE & CO 8560 24665 100 Shr JOHNSON AND JOHNSON 5852 15674 70 Shr MCDONALDS CORP 6636 20756 275 Shr METLIFE INC 13219 18186 145 Shr MICROSOFT CORP 3245 54526 175 Shr MORGAN STANLEY 14596 16319 105 Shr NESTLE S A SPONSORED ADR 9590 12165 140 Shr NEXTERA ENERGY INC 10134 8504 55 Shr PEPSICO INC 6389 9341 50 Shr PIONEER NATURAL RESOURCES 10661 11244 70 Shr PROCTER & GAMBLE CO 2976 10258 225 Shr QUALCOMM INC 18614 32542 193 Shr RAYTHEON TECHNOLOGIES CORP 15225 16239 190 Shr SOUTHERN COMPANY 8662 13323 200 Shr TJX COMPANIES INC 15974 18762 40 Shr UNITEDHEALTH GROUP INC 10632 21059 505 Shr VANGUARD FTSE DEVELOPED MKTS EX-US 20481 24190 365 Shr VANGUARD EMERGING MARKETS 12062 15002 305 Shr VERIZON COMMUNICATIONS INC 16282 11499 60 Shr VISA INC CL A 11703 15621 75 Shr WASTE MANAGEMENT INC 2293 13433 940 Shr WISDOMTREE MIDCAP DIVIDEND 32215 42949 590 Shr WISDOMTREE INTERNATIONAL HIGH DIV 21496 22946 145 Shr ZIMMER BIOMET HLDGS INC 18839 17647 65 Shr ACCENTURE PLC A 4776 22809 60 Shr TRANE TECHNOLOGIES PLC 11347 14634 14667 14854 0 0 State Filing Fee 70 0 70 Investment Management Fees 7978 7978 0