2025-04-24T14:12:48-05:00 2024-12-31 Wolf & Company PC 255 State Street Boston MA 02109 990PF 2024-01-01 043521246 Middlesex Savings Charitable Foundation Inc % Richard Gay MIDD 5083155361 C/O Middlesex Savings 6 Main St Natick MA 01760 William Kuza President 5083155361 2025-04-15 true true Karen Ng EA P01067482 6174399700 2025-03-29 2024 2025-03-06 01:10:19Z X 19467768 X 0 X 57665 57665 0 571476 571476 0 -56 72 0 629085 629141 0 0 3100 0 0 3100 96982 96982 0 0 12948 0 0 0 5830 0 0 5830 118860 96982 0 8930 881235 881235 1000095 96982 0 890165 -371010 532159 0 23848 13734 13734 7344227 9543189 9543189 2773529 2673402 2673402 3910452 3104648 3104648 5210632 4132795 4132795 19262688 19467768 19467768 0 0 X 28243000 28243000 -8980312 -8775232 19262688 19467768 19262688 19467768 19262688 -371010 576090 19467768 19467768 GE VERNOVA LLC 36828A101 P 2023-01-04 2024-04-16 65 94 -29 -29 NEW YORK COMMUNITY BANCORP XXX-XX-XXXX P 2005-11-07 2024-07-16 7 34 -27 -27 -56 7397 7397 7397 7700 0 7700 X 303 303 false false false 0 0 0 false false false false true true true false false false false true www.middlesexbank.com Richard Gay 5083155315 36 SUMMER STREET NATICK MA 017604506 false false false false true false false false false false false false false false false false false false false false false false DANA M NESHE 36 Summer Street Natick MA 01760 VICE PRESIDENT 4.0 0 0 0 WILLIAM M KUZA 36 Summer Street Natick MA 01760 PRESIDENT 8.0 0 0 0 CARRIE HATCH FLOOD 36 Summer Street Natick MA 01760 Treasurer (Deceased 08/23/24) 1.0 0 0 0 Michael McAuliffe 36 Summer Street Natick MA 01760 DIRECTOR (Retired 04/23/2024) 1.0 0 0 0 RAYMOND PAGE 36 Summer Street Natick MA 01760 DIRECTOR 1.0 0 0 0 George Fiske Jr 36 Summer Street Natick MA 01760 DIRECTOR 1.0 0 0 0 KELLY KOBER 36 Summer Street Natick MA 01760 DIRECTOR 1.0 0 0 0 PETER BURKE 36 Summer Street Natick MA 01760 DIRECTOR 1.0 0 0 0 KATHRINE BALDWIN 36 Summer Street natick MA 01760 CLERK 1.0 0 0 0 DONNA GALLO 36 Summer Street natick MA 01760 DIRECTOR 1.0 0 0 0 Middlesex Savings Bank 36 Summer Street NATICK MA 01760 Management Fee 96196 NONE 19670466 98024 0 19768490 0 19768490 296527 19471963 973598 973598 7397 7397 966201 966201 966201 890165 0 0 0 0 890165 966201 2022 2021 2020 1397275 1980405 187378 29782 3594840 890165 890165 0 76036 76036 3518804 0 1321239 2197565 1980405 187378 29782 NONE NONE Michael Kuza 36 Summer Street Natick MA 01760 5083155361 SEE WEBSITE SEE WEBSITE SEE WEBSITE GRANTS & CONTRIBUTIONS PAID Available upon request Natick MA 01760 Not Related PC Exempt Purpose 881235 881235 Community Foundation For Metrowest 3 Eliot Street Natick MA 01760 Not Related PC Exempt Purpose 0 South Middlesex Opportunity Council 7 Bishop Street Framingham MA 01702 Not Related PC Exempt Purpose 0 244555 14 57665 14 571476 18 -56 629085 629085 false false false false false false false false false false WOLF & COMPANY, P.C. 3100 0 0 3100 Middlesex Savings Bank Savings Bank CORPORATE BONDS 3104648 3104648 PREFFERED STOCK 200000 200000 COMMON STOCK 2473402 2473402 9543189 9543189 OTHER INVESTMENTS FMV 4132795 4132795 MEMBERSHIPS/DUES 5300 0 0 5300 MA FILING FEE 530 0 0 530 UNREALIZED GAINs/losses 576090 CUSTODY SERVICES 786 786 0 0 MSCF MANAGEMENT FEES 96196 96196 0 0 FEDERAL EXCISE TAX 10324 0 0 0 MA STATE TAX 2624 0 0 0