2025-03-20T17:27:20-05:00 2024-12-31 010523282 Berry Dunn McNeil & Parker LLC 2211 Congress St Portland ME 04102 990PF 2024-01-01 043370164 The Savings Bank Charitable Foundation SAVI 7812460400 357 Main Street PO Box 30 Wakefield MA 01880 Denise Carbone Director/Treasurer 7812460400 2025-03-17 1 1 Melissa Magoon CPA P01712842 2077752387 2025-03-17 2024 2025-03-06 01:10:19Z X 1357624 X 0 X 35796 35796 24182 90922 24182 59978 59978 0 0 0 3870 0 3870 9620 9620 0 1776 0 35 272 0 272 15538 9620 4177 65040 65040 80578 9620 69217 -20600 50358 118145 2459 2459 39312 73989 73989 14667 0 0 601575 601651 1083084 121707 196707 198092 895406 874806 1357624 0 0 X 0 0 0 0 895406 874806 895406 874806 895406 874806 895406 -20600 0 874806 0 874806 Publicly Traded Securities P 90922 66740 24182 24182 24182 700 0 700 0 700 1040 0 0 0 1040 0 340 340 0 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 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 Robert J DiBella 357 Main Street PO Box 30 Wakefield MA 01880 Past President/Director 1.00 0 0 0 NONE 0 NONE 0 0 1226628 98858 0 1325486 0 0 1325486 19882 1305604 65280 65280 700 700 64580 0 64580 0 64580 69217 0 69217 64580 0 0 2907 14283 2880 15188 8604 43862 69217 0 0 0 64580 4637 0 0 48499 0 0 0 0 0 0 2907 45592 14283 2880 15188 8604 4637 X Denise Carbone 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 Children 3000 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 Youth programs 4500 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 3040 Community Giving Tree 572B Main Street Boxford MA 01921 PC Basic necessities to local communities 2000 Connor's Kindness Project 1 Perkins Lane Lynnfield MA 01940 PC General Assistance 3000 Emmaus PO Box 568 Haverhill MA 01831 PC Emergency Shelter 5000 Essex Art Center 56 Island Street Lawrence MA 01840 PC General assistance 3000 Ladybug Love 140 Winona Street Peabody MA 01960 PC Blankets for homeless 2000 Lazarus House Ministries PO Box 4058 Lawreance MA 01842 PC Families in need 4000 Massachusetts Coalition for the Homeless 687 West 204th Street Boston MA 02131 PC Homeless support 500 Mission of Deeds 6 Chapin Avenue Reading MA 01867 PC Good for people in need, free of charge 5000 Neighbors in Need PO Box 447 Lawrence MA 01842 PC Food Pantries 5000 The Haven Project 57 Munrose Street Lynn MA 01901 PC Various Assistance 3000 Wakefield Food Pantry PO Box 1624 Wakefield MA 01880 PC Provides food to those who need it 5000 Lowell House 101 Jackson St Lowell MA 01854 PC Counseling 2000 Mystic Valley Elder Services 300 Commercial Street 19 Malden MA 02148 PC Elder needs 3000 Ironstone Therapy 450 Lowell St Andover MA 01810 PC Assistance for cognitive impaired 2500 YWCA Northeastern Massachusetts 38 Lawrence St Lawrence MA 01840 PC Youth programs 2500 65040 0 14 35796 14 24182 0 59978 0 59978 0 0 0 0 0 0 0 0 0 0 Accounting Fees 3870 0 3870 15000 Shr CITIGROUP INC 5.50% 15054 15060 10000 Shr CVS HEALTH CORP 5.0% 2/20/2026 9917 9991 10000 Shr FREEPORT MCMORAN INC 4.625% 8/1/2030 9914 9693 10000 Shr GOLDMAN SACHS GROUP INC 5.75% 4/30/2027 9992 9979 15000 Shr INTEL CORP 4.875% 2/10/2028 15055 14922 15000 Shr JACOBS ENGR GROUP INC 6.35% 14936 15616 15000 Shr MARATHON PETE CORP 5.125% 14822 15078 20000 Shr MARRIOTT INTL INC 5.75% 5/1/2025 20042 20040 15000 Shr NEXTERA ENERGY CAP HLDGS INC 6.051% 15010 15027 15000 Shr PNC FINL SVCS GROUP INC 6.0% 14804 14974 15000 Shr SCHWAB CHARLES CORP 5.375% 14986 14906 10000 Shr SEMPRA ENERGY 5.40% 8/01/2026 9969 10083 15000 Shr TYSON FOODS INC 5.40% 3/15/2029 15025 15166 80 Shr VANGUARD INTERM-TM CORP BOND ETF 6873 6422 125 Shr VANGUARD REAL ESTATE ETF 10308 11135 270 Shr AFLAC INC 5310 27929 645 Shr AT&T INC 14345 14687 150 Shr ABBOTT LABORATORIES 13182 16967 140 Shr ABBVIE INC 3301 24878 60 Shr ALBEMARLE CORP 5732 5165 125 Shr ALPHABET INC CL C 16489 23805 55 Shr AMGEN INC 8949 14335 230 Shr APPLE INC 6173 57597 30 Shr Berkshire Hathaway INC B 12445 13598 120 Shr CHEVRON CORP 7255 17381 490 Shr CISCO SYSTEMS INC 16226 29008 25 Shr COSTCO WHOLESALE CORP 3866 22907 120 Shr CROWDSTRIKE HOLDINGS INC 15149 41059 150 Shr WALT DISNEY CO 14776 16703 20 Shr ELI LILLY & CO 15815 15440 101 Shr EXXON MOBIL CORP 9269 10865 43 Shr META PLATFORMS INC CL A 6515 25177 125 Shr GENERAL MILLS INC 7979 7971 120 Shr GENUINE PARTS CO 11991 14011 690 Shr HEALTHPEAK PPTYS INC 15975 13986 80 Shr HOME DEPOT INC 9760 31119 70 Shr HONEYWELL INTERNATIONAL INC 14202 15812 45 Shr ILLINOIS TOOL WORKS 10921 11410 185 Shr INTERNATIONAL BUSINESS MACHINES 22972 40669 88 Shr ISHARES TIPS BOND ETF 10028 9376 240 Shr ISHARES CORE S&P SMALL CAP 19249 27653 120 Shr JP MORGAN CHASE & CO 7084 28765 20 Shr LINDE PLC 8710 8373 70 Shr MCDONALDS CORP 6636 20292 275 Shr METLIFE INC 13219 22517 145 Shr MICROSOFT CORP 3245 61118 175 Shr MORGAN STANLEY 14596 22001 105 Shr NESTLE S A SPONSORED ADR 9590 8676 140 Shr NEXTERA ENERGY INC 10134 10037 55 Shr PEPSICO INC 6389 8363 70 Shr PROCTER & GAMBLE CO 2976 11736 205 Shr QUALCOMM INC 16206 31492 178 Shr RAYTHEON TECHNOLOGIES CORP 14014 20598 190 Shr SOUTHERN COMPANY 8662 15641 30 Shr THERMO FISHER SCIENTIFIC INC 15829 15607 200 Shr TJX COMPANIES INC 15974 24162 40 Shr UNITEDHEALTH GROUP INC 10632 20234 505 Shr VANGUARD FTSE DEVELOPED MKTS EX-US 20481 24149 365 Shr VANGUARD EMERGING MARKETS 12062 16075 305 Shr VERIZON COMMUNICATIONS INC 16282 12197 60 Shr VISA INC CL A 11703 18962 65 Shr WASTE MANAGEMENT INC 1988 13116 940 Shr WISDOMTREE MIDCAP DIVIDEND 32215 47912 590 Shr WISDOMTREE INTERNATIONAL HIGH DIV 21496 22290 60 Shr ZOETIS INC 10368 9776 65 Shr ACCENTURE PLC A 4776 22866 45 Shr TRANE TECHNOLOGIES PLC 8510 16621 Other Expenses 272 0 272 Investment Management Fees 9620 9620 0 Excise Taxes 1776 0 35