2025-03-20T09:51:40-05:00 2024-12-31 Wolf & Company PC 255 State Street Boston MA 02109 990PF 2024-01-01 043353621 Institution for Savings in Newburyport & Its Vicinity Charitable Foundation Inc INST 9784623106 93 State Street PO Box 510 Newburyport MA 01950 Stephen P Cote SVP TREASURER 9784623106 2025-03-15 true true Karen Ng EA P01067482 6174399700 2025-03-04 2024 2025-03-06 01:10:19Z X 14836602 X 1487655 2162 2162 367623 367623 993715 2862383 1806890 276 276 0 2851431 2176951 0 0 3350 0 0 3350 18867 10767 0 0 144 0 0 144 22361 10767 0 3494 2309987 2309987 2332348 10767 0 2313481 519083 2166184 0 348337 737136 737136 13854361 14099466 14099466 14202698 14836602 14836602 0 0 X 0 0 0 0 14202698 14836602 14202698 14836602 14202698 14836602 14202698 519083 114821 14836602 14836602 GENERAL MILLS P 2014-07-01 2024-03-04 223452 134816 88636 88636 TORONTO DOMINION D 2019-11-05 2024-03-04 59280 20390 38890 38890 UNITED HEALTHGROUP P 2014-07-01 2024-03-04 481838 54552 427286 427286 INTERNATIONAL FLAVORS P 2014-07-01 2024-06-10 242775 138681 104094 104094 PHILLIPS 66 P 2014-07-01 2024-06-10 138290 31332 106958 106958 BANK OF NOVA SCOTIA P 2014-07-01 2024-08-13 90427 105837 -15410 -15410 BANK OF NOVA SCOTIA P 2019-11-06 2024-08-13 15825 18808 -2983 -2983 CISCO P 2014-07-01 2024-08-13 135750 59807 75943 75943 GENUINE PARTS P 2014-07-01 2024-09-10 67469 23855 43614 43614 NOVARTIS P 2014-07-01 2024-09-10 116460 43870 72590 72590 STATE STREET P 2014-07-01 2024-09-10 123665 124 123541 123541 TORONTO DOMINION D 2008-09-26 2024-10-17 1167152 423421 743731 743731 1806890 30110 30110 30110 17150 0 17150 X 77 13037 false false false false false false false true true MA true false false false false true n/a MICHAEL J JONES PRESIDENT 9784623106 false false false false false false false false false false false false false false false false false false false false false CINDY M JOHNSON 93 State Street PO Box 510 Newburyport MA 01950 TRUSTEE 0.25 0 0 0 JOHN F LEARY III 93 State Street PO Box 510 Newburyport MA 01950 TRUSTEE 0.25 0 0 0 MICHAEL J JONES 93 State Street PO Box 510 Newburyport MA 01950 PRESIDENT/TRUSTEE 0.25 0 0 0 JEREMIAH T LEWIS 93 State Street PO Box 510 Newburyport MA 01950 TRUSTEE 0.25 0 0 0 R DREW MARC-AURELE 93 State Street PO Box 510 Newburyport MA 01950 TRUSTEE 0.25 0 0 0 ELLEN G NICH 93 State Street PO Box 510 Newburyport MA 01950 TRUSTEE 0.25 0 0 0 ELLEN MACKEY ROSE 93 State Street PO Box 510 Newburyport MA 01950 TRUSTEE 0.25 0 0 0 RICHARD J SILVERMAN 93 State Street PO Box 510 Newburyport MA 01950 TRUSTEE 0.25 0 0 0 KIMBERLY A ROCK 93 State Street PO Box 510 Newburyport MA 01950 CLERK/TRUSTEE 0.25 0 0 0 STEPHEN P COTE 93 State Street PO Box 510 Newburyport MA 01950 TREASURER 0.25 0 0 0 JAMES V ELLARD 93 State Street PO Box 510 Newburyport MA 01950 TRUSTEE 0.25 0 0 0 KEVIN M GASIOROWSKI 93 State Street PO Box 510 Newburyport MA 01950 TRUSTEE 0.25 0 0 0 SAIRA NASEER-GHIASUDDIN 93 State Street PO Box 510 Newburyport MA 01950 TRUSTEE 0.25 0 0 0 AMY L SMITH 93 State Street PO Box 510 Newburyport MA 01950 ASST. TREASURER 0.25 0 0 0 Kerri S Perry 93 State Street PO Box 510 Newburyport MA 01950 TRUSTEE 0.25 0 0 0 26249108 1011800 0 27260908 0 27260908 408914 26851994 1342600 1342600 30110 30110 1312490 1312490 1312490 2313481 0 0 0 0 2313481 1312490 2022 2021 2020 580275 1043413 1218913 1529275 1291749 5663625 2313481 1312490 1000991 6664616 0 580275 6084341 1043413 1218913 1529275 1291749 1000991 MICHAEL J JONES 2 DEPOSIT SQUARE IPSWICH MA 01938 9784623106 Applications Available at Above Address See Applications for Various Deadlines AWARDS ARE TO BE GRANTED WITHIN NEWBURYPORT, MASSACHUSETTS, AND ITS VICINITY UNLESS AN EXCEPTION IS MADE BY THE BOARD OF TRUSTEES TO BENIFIT THE COMMUNITY, CHARITABLE, EDUCATIONAL, AND OTHER BENEVOLENT PURPOSES. GRANTS & CONTRIBUTIONS PAID Available Upon Request Newburyport MA 01950 NOT RELATED PC Exempt Purposes 2309987 2309987 APPROVED FOR FUTURE PAYMENTS Available Upon Request Newburyport MA 01950 NOT RELATED PC Exempt Purpose 0 2671000 14 2162 14 367623 18 993715 SETTLEMENT RESIDEO 01 276 1363776 1363776 11A SETTLEMENT RESIDEO false false false false false false false false false false X X 1 1820 SECURITY CORPORATION 93 State Street Newburyport MA 01950 1487655 X 1 6500 SHARES OF APPLE 1487655 2024-09-19 WOLF & COMPANY, PC. 3350 0 0 3350 STOCKS & BONDS 14099466 14099466 MASS FILING FEE 144 0 0 144 Settlement Resideo 276 276 0 UNREALIZD GAINS 114821 FEDERAL EXCISE TAX 8100 0 0 0 FOREIGN TAX 10767 10767 0 0