2025-10-08T14:32:57-05:00 2024-12-31 042689883 WOLF & COMPANY PC 255 STATE STREET BOSTON MA 02109 990PF 2024-01-01 043325424 MASSACHUSETTS BANKERS ASSOCIATION CHARITABLE FOUNDATION INC MASS 6175237595 200 STATE STREET SUITE 701 BOSTON MA 02019 JOSEPH COLAGIOVANNI SVP & CFO 6175237595 2025-10-08 1 1 KAREN S NG P01067482 6174399700 2025-10-08 2024 2025-03-06 01:10:19Z X X X 2663573 X X 19 19 46787 46787 72057 362594 72057 69894 0 188757 118863 0 0 0 23560 0 23560 19667 0 19667 3500 0 0 73206 0 73206 119933 0 116433 199200 199200 319133 0 315633 -130376 118863 -536 113667 113667 192878 133673 133673 2391 2330009 2416233 2416233 2524742 2663573 2663573 170590 87020 1216 87020 171806 X 2437722 2491767 2437722 2491767 2524742 2663573 2437722 -130376 184421 2491767 0 2491767 SALE OF STOCK P 362594 290537 72057 72057 72057 1652 0 1652 0 1652 2324 0 0 0 1652 X 0 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A JOSEPH T COLAGIOVANNI 6175023808 200 STATE STREET SUITE 701 BOSTON MA 02019 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BRAD PAPALARDO 200 STATE STREET SUITE 701 BOSTON MA 02109 CLERK 1.00 0 0 0 KEVIN M TIERNEY SR 200 STATE STREET SUITE 701 BOSTON MA 02109 DIRECTOR 1.00 0 0 0 LISA R MURRAY 200 STATE STREET SUITE 701 BOSTON MA 02109 DIRECTOR 1.00 0 0 0 DENNIS SHEEHAN 200 STATE STREET SUITE 701 BOSTON MA 02109 DIRECTOR 1.00 0 0 0 JAMES M DUNPHY 200 STATE STREET SUITE 701 BOSTON MA 02109 DIRECTOR 1.00 0 0 0 ROBERT FRAZER 200 STATE STREET SUITE 701 BOSTON MA 02109 CHAIRPERSON/DIRECTOR 1.00 0 0 0 KATHLEEN MURPHY 200 STATE STREET SUITE 701 BOSTON MA 02109 PRESIDENT 1.00 0 0 0 WILLIAM J TSOULES 200 STATE STREET SUITE 701 BOSTON MA 02109 SR. VP/TREASURER 1.00 0 0 0 NONE 0 NONE 0 NONE 0 NONE 0 0 2373121 219841 1196 2594158 0 0 2594158 38912 2555246 127762 127762 1652 1652 126110 0 126110 0 126110 315633 0 315633 126110 0 0 108307 107088 134209 168859 211905 730368 315633 0 0 0 126110 189523 0 0 919891 0 0 0 0 0 0 108307 811584 107088 134209 168859 211905 189523 X VOLUNTEERS IN PUBLIC SCHOOL OF WESTFIELD INC 59 COURT STREET WESTFIELD MA 01085 NOT RELATED PC EXEMPT PURPOSE 1000 FRIENDS OF THE JACOB EDWARDS LIBRARY 236 MAIN ST SOUTHBRIDGE MA 01550 NOT RELATED PC EXEMPT PURPOSE 2000 JUST A START 430 RINDGE AVENUE CAMBRIDGE MA 02140 NOT RELATED PC EXEMPT PURPOSE 5000 JUNIOR ACHIEVEMENT OF SOUTHERN MASS 128 UNION STREET NEW BEDFORD MA 02740 NOT RELATED PC EXEMPT PURPOSE 5000 JUNIOR ACHIEVEMENT OF GREATER BOSTON 80 CITY SQ BOSTON MA 02129 NOT RELATED PC EXEMPT PURPOSE 5000 INTERISE 800 BOYSTON ST BOSTON MA 02199 NOT RELATED PC EXEMPT PURPOSE 2000 INQUILINOS BORICUAS EN ACCION INC 2 SAN JUAN ST BOSTON MA 02118 NOT RELATED PC EXEMPT PURPOSE 1000 HOUSING CORPORATION OF ARLINGTON 252 MASSACHUSETTS AVE ARLINGTON MA 02474 NOT RELATED PC EXEMPT PURPOSE 5000 HEALTH MINISTRY INC 70 CENTER ST HYANNIS MA 02601 NOT RELATED PC EXEMPT PURPOSE 2000 GIRL'S INCORPORATED OF TAUNTON 131 ARLINGTON ST TAUNTON MA 02780 NOT RELATED PC EXEMPT PURPOSE 5000 GIRL'S INCORPORATED OF LYNN 50 HIGH ST LYNN MA 01902 NOT RELATED PC EXEMPT PURPOSE 2000 GILLY'S HOUSE 1022 WEST ST WRENTHAM MA 02093 NOT RELATED PC EXEMPT PURPOSE 5000 GENESIS CENTER 620 POTTERS AVE PROVIDENCE RI 02907 NOT RELATED PC EXEMPT PURPOSE 1000 GATEWAYS ACADEMY INC 10 STANLEY RD SHREWSBURY MA 01545 NOT RELATED PC EXEMPT PURPOSE 1000 FRIENDS OF ST LUKES INC C/O SUSAN HOWLAND 141 MAIN STREET SOUTHBRIDGE MA 01550 NOT RELATED PC EXEMPT PURPOSE 2000 MORE THAN WORDS 56 FELTON ST WALTHAM MA 02453 NOT RELATED PC EXEMPT PURPOSE 5000 FINANCIAL LITERACY YOUTH INITIATIVE 225 DYER STREET PROVIDENCE RI 02903 NOT RELATED PC EXEMPT PURPOSE 5000 ENTREPRENEURSHIP FOR ALL INC 175 CABOT ST LOWELL MA 01854 NOT RELATED PC EXEMPT PURPOSE 5000 ELIZABETH FREEMAN CENTER 66 ALLEN ST PITTSFIELD MA 01201 NOT RELATED PC EXEMPT PURPOSE 2000 COMMUNITY YOUTH EMPOWERMENT OF WAREHAM PO BOX 820 WEST WAREHAM MA 02576 NOT RELATED PC EXEMPT PURPOSE 5000 COMMUNITY ACTION PIONEER VALLEY 393 MAIN ST GREENFIELD MA 01301 NOT RELATED PC EXEMPT PURPOSE 2000 CODMAN SQUARE NEIGHBORHOOD DEVEOPMENT CORPORATION 587 WASHINGTON ST DORCHESTER MA 02124 NOT RELATED PC EXEMPT PURPOSE 1000 CENTRAL BERKSHIRE HABITAT FOR HUMANITY 399 HUBBARD AVE PITTSFIELD MA 01201 NOT RELATED PC EXEMPT PURPOSE 1000 CASA MYRNA VAZQUEZ INC 451 BLUE HILL AVE BOSTON MA 02121 NOT RELATED PC EXEMPT PURPOSE 5000 WE CAN CORPORATION 783 ROUTE 28 HARWICHPORT MA 02646 NOT RELATED PC EXEMPT PURPOSE 5000 ALLSTON BRIGHTON COMMUNITY DEVELOPMENT CORPORATION 18R SHEPARD ST BRIGHTON MA 02135 NOT RELATED PC EXEMPT PURPOSE 1000 AGESPAN INC 280 MERRIMACK ST LAWRENCE MA 01843 NOT RELATED PC EXEMPT PURPOSE 5000 ACTION INC 180 MAIN ST GLOUCESTER MA 01930 NOT RELATED PC EXEMPT PURPOSE 1000 LATINO EDUCATION INSTITUTE 537 CHANDLER ST WORCESTER MA 01602 NOT RELATED PC EXEMPT PURPOSE 2000 JUNIOR ACHIEVEMENT OF WESTERN MASS 1500 MAIN ST SPRINGFIELD MA 01115 NOT RELATED PC EXEMPT PURPOSE 5000 NEIGHBORWORKS HOUSING SOLUTIONS 169 SUMMER STREET KINGSTON MA 02364 NOT RELATED PC EXEMPT PURPOSE 5000 QUINCY COMMUNITY ACTION PROGRAMS INC 1509 HANCOCK STREET QUINCY MA 02169 NOT RELATED PC EXEMPT PURPOSE 2000 WATCH INC 24 CRESCENT ST WALTHAM MA 02453 NOT RELATED PC EXEMPT PURPOSE 5000 BOYS & GIRLS CLUBS OF METROWEST 169 PLEASANT STREET MARLBOROUGH MA 01752 NOT RELATED PC EXEMPT PURPOSE 5000 WOMEN'S MONEY MATTERS INC 6 LIBERTY SQUARE 2697 BOSTON MA 02109 NOT RELATED PC EXEMPT PURPOSE 5000 UNITED WAY OF CENTRAL MASSACHUSETTS INC 18 CHESTNUT STREET WORCESTER MA 01608 NOT RELATED PC EXEMPT PURPOSE 5000 ST MARY'S PARISH 313 COURT ST PLYMOUTH MA 02360 NOT RELATED PC EXEMPT PURPOSE 100 SOMERVILLE-CAMBRIDGE ELDER SERVICES INCORPORATED 61 MEDFORD ST STE 3 SOMERVILLE MA 02143 NOT RELATED PC EXEMPT PURPOSE 5000 SOLDIER ON FOUNDATION INC 290 MERRILL ROAD PITTSFIELD MA 01201 NOT RELATED PC EXEMPT PURPOSE 5000 STUDENT FINANCIAL EDUCATION INITIATIVE INC 107 OLD FARM RD NORTH ANDOVER MA 01845 NOT RELATED PC EXEMPT PURPOSE 5000 ACT LAWRENCE INC 15 UNION ST ENT LAWRENCE MA 01840 NOT RELATED PC EXEMPT PURPOSE 5000 NETWORK FOR TEACHING ENTREPRENEURSHIP 120 WALL STREET NEW YORK NY 10005 NOT RELATED PC EXEMPT PURPOSE 2000 NORTH AND SOUTH RIVERS WATERSHED ASSOCIATION INC PO BOX 43 NORWELL MA 02061 NOT RELATED PC EXEMPT PURPOSE 100 NORTHERN ESSEX COMMUNITY COLLEGE FOUNDATION INC 100 ELLIOTT ST HAVERHILL MA 01830 NOT RELATED PC EXEMPT PURPOSE 5000 UNITED WAY OF GREATER NEW BEDFORD 128 UNION STREET NEW BEDFORD MA 02740 NOT RELATED PC EXEMPT PURPOSE 2000 NORTH STAR FAMILY SERVICES INC 758 MAIN ST LEOMINSTER MA 01453 NOT RELATED PC EXEMPT PURPOSE 5000 MBA SCHOLARSHIP FOUNDATION 200 STATE STREET SUITE 701 BOSTON MA 02019 NOT RELATED PF EXEMPT PURPOSE 44000 199200 0 14 19 14 46787 18 72057 GOLF EVENT TICKET SALES 54020 GOLF TEES INCOME 2400 RAFFLE TICKET SALES 6524 SPONSORSHIP INCOME 6700 TAX REFUND 250 0 118863 69894 188757 11 (A-D) FUNDRAISING EVENT INCOME 11E TAX REFUND 0 0 0 0 0 0 0 0 0 1 MASSACHUSETTS BANKERS ASSOCIATION 501 (C) (6) COMMON DIRECTORS MASSACHUSETTS BANKERS ASSOCIATION GROUP INSURANCE TRUST 501 (C) (9) COMMON DIRECTORS MASSACHUSETTS BANKERS ASSOCIATION SCHOLARSHIP FOUNDATION 501 (C) (3) COMMON DIRECTORS ACCOUNTING FEES-AUDIT & TAX 23560 0 23560 FORM 990PF, ITEM G - AMENDED RETURN EXPLANATION STATEMENT THE FOUNDATION IS FILING THIS AMENDED FORM 990-PF TO CORRECT AN ERROR IN THE ORIGINALLY FILED RETURN. THE CONTRIBUTION DETAIL FROM A RELATED ORGANIZATION WAS INACCURATELY REPORTED IN PART XIV OF THE ORIGINAL FILING. UPON REVIEW, IT WAS DETERMINED THAT THE AMOUNTS AND CLASSIFICATION OF THESE CONTRIBUTIONS DID NOT ACCURATELY REFLECT THE FOUNDATION'S FINANCIAL ACTIVITY FOR THE TAX YEAR.THIS AMENDED RETURN INCLUDES:- CORRECTED CONTRIBUTION DETAILS - UPDATED TOTALS WHERE APPLICABLE- ALL REQUIRED SCHEDULES AND ATTACHMENTS TO REFLECT THE CORRECTED INFORMATIONTHE FOUNDATION STRIVES TO MAINTAIN ACCURATE AND TRANSPARENT REPORTING AND HAS TAKEN STEPS TO ENSURE THE INTEGRITY OF THIS AMENDED FILING. COMMON STOCKS 2416233 2416233 BANK SERVICE CHARGES 381 0 381 CREDIT CARD FEE EXPENSE 1626 0 1626 SIGNS, PRIZES, ETC. 8606 0 8606 FUNCTION EXPENSES 44064 0 44064 FUNDRAISING EXPENSE 12757 0 12757 PROGRAM EXPENSES 5683 0 5683 STATE FILING FEES 89 0 89 GOLF EVENT TICKET SALES 54020 54020 GOLF TEES INCOME 2400 2400 RAFFLE TICKET SALES 6524 6524 SPONSORSHIP INCOME 6700 6700 TAX REFUND 250 250 DONATED SERVICES 38106 CHANGE IN NET UNREALIZED GAIN OR LOSS 146315 DUES TO AFFILIATES 87020 1216 ADMINISTRATIVE EXPENSES 19667 0 19667 FEDERAL EXCISE TAX 3500 0 0