2026-08-11T16:38:38-05:00 2026-03-31 042536173 LIVINGSTON & HAYNES PC 40 GROVE STREET WELLESLEY MA 024827711 990 2025-04-01 046013690 MASSACHUSETTS CONGREGATIONAL CHARITABLE SOCIETY MASS 5085612240 36 SWIFT ROAD FRAMINGHAM MA 01702 TODD KROHNE TREASURER 5085612240 2026-08-09 1 WENDI HAYNES P00176030 7812373339 2026-08-09 2025 2025-03-06 01:10:19Z X TODD KROHNE 36 SWIFT ROAD FRAMINGHAM MA 01702 1530512 0 X WWW.MASSCCS.ORG X 1786 MA THE SOCIETY PROVIDES FINANCIAL RELIEF AND SUPPORT FOR RETIRED PERSONS WHO HAVE SERVED AS CONGREGATIONAL MINISTERS IN MASSACHUSETTS OR MAINE, AND FOR PERSONS WHO ARE THE SPOUSES, WIDOWS/WIDOWERS, CHILDREN, OR FORMER SPOUSES OF SUCH MINISTERS.CONGREGATIONAL MINISTERS SHALL INCLUDE MINISTERS WHO HAVE SERVED CONGREGATIONAL, UNITED CHURCH OF CHRIST, UNITARIAN, UNIVERSALIST, OR UNITARIAN UNIVERSALIST CHURCHES. SPOUSE SHALL INCLUDE ANY PERSON MARRIED TO A MINISTER UNDER THE LAWS OF THE RELEVANT JURISDICTION. 26 18 0 0 0 0 0 0 0 0 452037 728260 0 0 452037 728260 242601 238450 0 0 10000 10000 0 0 0 37171 33760 289772 282210 162265 446050 3433054 3879554 119471 119921 3313583 3759633 X THE SOCIETY PROVIDES FINANCIAL RELIEF AND SUPPORT FOR RETIRED PERSONS WHO HAVE SERVED AS CONGREGATIONAL MINISTERS IN MASSACHUSETTS OR MAINE, AND FOR PERSONS WHO ARE THE SPOUSES, WIDOWS/WIDOWERS, CHILDREN, OR FORMER SPOUSES OF SUCH MINISTERS.CONGREGATIONAL MINISTERS SHALL INCLUDE MINISTERS WHO HAVE SERVED CONGREGATIONAL, UNITED CHURCH OF CHRIST, UNITARIAN, UNIVERSALIST, OR UNITARIAN UNIVERSALIST CHURCHES. SPOUSE SHALL INCLUDE ANY PERSON MARRIED TO A MINISTER UNDER THE LAWS OF THE RELEVANT JURISDICTION. 0 0 238450 238450 THE SOCIETY PROVIDES FINANCIAL RELIEF AND SUPPORT FOR RETIRED PERSONS WHO HAVE SERVED AS CONGREGATIONAL MINISTERS IN MASSACHUSETTS OR MAINE, AND FOR PERSONS WHO ARE THE SPOUSES, WIDOWS/WIDOWERS, CHILDREN, OR FORMER SPOUSES OF SUCH MINISTERS.CONGREGATIONAL MINISTERS SHALL INCLUDE MINISTERS WHO HAVE SERVED CONGREGATIONAL, UNITED CHURCH OF CHRIST, UNITARIAN, UNIVERSALIST, OR UNITARIAN UNIVERSALIST CHURCHES. SPOUSE SHALL INCLUDE ANY PERSON MARRIED TO A MINISTER UNDER THE LAWS OF THE RELEVANT JURISDICTION.THERE WERE 19 PEOPLE RECEIVING ASSISTANCE DURING THE YEAR. 238450 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 26 18 0 0 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 MA X TODD KROHNE 5085612240 36 SWIFT ROAD FRAMINGHAM MA 01702 WAYNE DAVIS TREASURER 5.00 X X 0 0 0 WILLIAM GREGOR MEMBER 1.00 X 0 0 0 STEPHEN HOWLETT MEMBER 1.00 X 0 0 0 AL LORRY SPITZER MEMBER 1.00 X 0 0 0 ELEANOR RICHARDSON MEMBER 1.00 X 0 0 0 MARYLI TIEMANN MEMBER 1.00 X 0 0 0 REV DIANE BENNEKAMPER PRESIDENT 5.00 X X 0 0 0 REV MARK HARRIS SECRETARY 10.00 X X 10000 0 0 REV STEPHEN KENDRICK VICE PRESIDENT 2.00 X X 0 0 0 REV ANN PLUMLEY MEMBER 1.00 X 0 0 0 REV NANCY TAYLOR MEMBER 1.00 X 0 0 0 REV RACHEL TEDESCO MEMBER 1.00 X 0 0 0 REV STEVEN GRAY MEMBER 1.00 X 0 0 0 REV JOLIE OLIVETTI MEMBER 1.00 X 0 0 0 REV TOM CLOUGH MEMBER 1.00 X 0 0 0 REV DONNA DOLHAM VICE PRESIDENT 2.00 X 0 0 0 MR BENJAMIN HASKELL MEMBER 1.00 X 0 0 0 REV SARA HAYMAN MEMBER 1.00 X 0 0 0 MORGAN DUNTON MEMBER 1.00 X 0 0 0 JED GILFOY MEMBER 1.00 X 0 0 0 NANCY KUKULAN MEMBER 1.00 X 0 0 0 JO-ANN KWASS MEMBER 1.00 X 0 0 0 HEATHER MEHDI SCHMID MEMBER 1.00 X 0 0 0 REVOTTO CONCANNON MEMBER 1.00 X 0 0 0 REVAMELIA NUGENT EDSON MEMBER 1.00 X 0 0 0 TODD KROHNE MEMBER 1.00 X 0 0 0 10000 0 0 0 0 0 0 0 209086 209086 1321426 802252 519174 519174 519174 728260 0 0 728260 238450 238450 10000 10000 5000 5000 26099 26099 944 944 1717 1717 282210 238450 43760 0 95727 74177 3337327 3805377 3433054 3879554 119471 119921 119471 119921 X 3309867 3755917 3716 3716 3313583 3759633 3433054 3879554 446050 0 X X 1 X 0 1 0 X X X 3 MASSACHUSETTS CONFERENCE OF THE UNITED CHURCH OF CHRIST 042104697 1 1 86400 0 UNITARIAN UNIVERSALIST ASSOCIATION 042103733 1 1 147050 0 MAINE CONFERENCE OF THE UNITED CHURCH OF CHRIST 010211499 1 1 5000 0 3 238450 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 119471 6878 6428 119921 1 X 3139 3139 3139 3139 3139 3139 3139 3139 3139 3139 1.00000 0 0 0 X PART IV, LINE 2B: THE SOCIETY HOLDS SECURITIES WHICH ARE MANAGED BY THE SOCIETY FOR THE MASSACHUSETTS CONVENTION OF CONGREGATIONAL MINISTERS BEFORE DISTRIBUTION TO BENEFICIARIES. SUCH PRINCIPAL AND INCOME AMOUNTS RECEIVED, LESS AMOUNTS DISTRIBUTED, ARE REPORTED AS CUSTODIAL FUNDS. PART X, LINE 2: THE SOCIETY RECOGNIZES THE TAX BENEFIT FROM ANY UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE TAX POSITION. ANY TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE RESOLUTION. MANAGEMENT HAS ANALYZED THE SOCIETY'S TAX POSITIONS AND HAS CONCLUDED THAT NO LIABILITY FOR UNRECOGNIZED TAX BENEFITS SHOULD BE RECORDED RELATED TO UNCERTAIN TAX POSITIONS TAKEN ON RETURNS FILED FOR OPEN YEARS (MARCH 31, 2023, 2024 AND 2025) OR EXPECTED TO BE TAKEN IN THE TAX RETURNS FOR THE YEAR ENDED MARCH 31, 2026. THE SOCIETY IDENTIFIES ITS MAJOR TAX JURISDICTIONS AS U.S. FEDERAL AND THE COMMONWEALTH OF MASSACHUSETTS; HOWEVER, THE SOCIETY IS NOT AWARE OF ANY TAX POSITIONS FOR WHICH IT IS REASONABLY POSSIBLE THAT THE TOTAL AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL CHANGE MATERIALLY IN THE NEXT TWELVE MONTHS. THE SOCIETY ALSO FOLLOWS THE POLICY TO RECOGNIZE INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS (IF ANY) IN INCOME TAX EXPENSE. NO SUCH INTEREST AND PENALTIES HAVE BEEN RECORDED AS OF MARCH 31, 2026 AND 2025. 1 FINANCIAL ASSISTANCE TO RETIRED PERSONS WHO HAVE SERVED AS CONGREGATIONAL MINISTERS IN MASSACHUSETTS OR MAINE, AND FOR PERSONS WHO ARE THE SPOUSES, WIDOWS/WIDOWERS, CHILDREN, OR FORMER SPOUSES OF SUCH MINISTERS. 19 238450 CASH PART I, LINE 2: THE APPROPRIATIONS COMMITTEE OF THE SOCIETY DETERMINES THE NEED AND AMOUNTS FOR ASSISTANCE. THE APPROPRIATIONS COMMITTEE PRESENTS A LIST OF BENEFICIARIES, INCLUDING INDIVIDUAL GRANT AMOUNTS TO THE FULL SOCIETY AT ITS ANNUAL MEETING. THE FULL SOCIETY THEN VOTES ON THE GRANTS TO BE MADE DURING THE YEAR. THESE AMOUNTS ARE THEN DISBURSED TO THE INDIVIDUALS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE SOCIETY HAVE THE AUTHORITY TO ELECT OTHER MEMBERS AS WELL AS OFFICERS. THERE IS AN ELECTION COMMITTEE AND A NOMINATIONS COMMITTEE THAT RECOMMENDS INDIVIDUALS AS MEMBERS AND OFFICERS. FORM 990, PART VI, SECTION B, LINE 11B TREASURER REVIEWS THE FORM 990 BEFORE BEING FILED. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, THE PUBLIC CAN HAVE ACCESS TO THE DOCUMENTS AND FINANCIAL STATEMENTS. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC WAYNE DAVIS - 48 WEST CEDAR ST, BOSTON, MA 02114. WILLIAM GREGOR - 30 UNION PARK ST, UNIT 203, BOSTON, MA 02118. STEPHEN HOWLETT - 28 STATE STREET, 26TH FL, BOSTON, MA 02109. A.L. LORRY SPITZER - 306 MARLBOROUGH ST, BOSTON, MA 02116. ELEANOR RICHARDSON - 22 MECHANIC STREET, ROCKLAND, ME 04841. MARYLI TIEMANN - 6 WHITTIER STREET, BRUNSWICK, ME 04011. REV. DIANE BENNEKAMPER - 1108 GATEWAY CIRCLE, SCARBOROUGH, ME 04074. REV. MARK HARRIS - 27 JACKSON STREET, APT. 323, LOWELL, MA 01852. REV. STEPHEN KENDRICK - 2 MOUNT SPRING ROAD, FARMINGTON, CT 06032. REV. ANN PLUMLEY - 135 PLEASANT ST #32, ARLINGTON, MA 02476. REV. NANCY TAYLOR - 333 COMMONWEALTH AVE #21, BOSTON, MA 02115. REV. RACHEL TEDESCO - 105 SACHEM ROCK AVE., E. BRIDGEWATER, MA 02333. REV. STEVEN GRAY - 95 JORDAN AVE, BRUNSWICK, ME 04011. REV. JOLIE OLIVETTI - 16 SAINT ROSE ST, APT. 3, JAMAICA PLAIN, MA 02130. REV. TOM CLOUGH - 135 PLEASANT ST #32, ARLINGTON, MA 02476. REV. DONNA DOLHAM - 46 LINDSAY WAY, SIDNEY, ME 04330. MR. BENJAMIN HASKELL - 642 SO MAIN STREET, BREWER, ME 04412. REV. SARA HAYMAN - 46 ELM STREET, BUCKSPORT, ME 04416. MORGAN DUNTON - 96 MAIN STREET, ROCKLAND, ME 04841 . JED GILFOY - 28 STATE STREET, 26TH FL. , BOSTON, MA 02109 . NANCY KUKULAN - 73 SHERIDAN ST, B1, BOSTON, MA 02130. JO-ANN KWASS - 1111 BEACON ST. APT. 54, BROOKLINE, MA 02446. HEATHER MEHDI SCHMID - 804 WINTER ST., E. BRIDGEWATER, MA 02333. REV.OTTO CONCANNON - 2 ELM ST, MALDEN, MA 02148. REV.AMELIA NUGENT EDSON - 267 FALMOUTH ROAD, FALMOUTH, ME 04105. TODD KROHNE - 36 SWIFT RD, FRAMINGHAM, MA 01702. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED. MASSACHUSETTS CONFERENCE OF THE UNITED CHURCH OF CHRIST 1 BADGER ROAD FRAMINGHAM MA 01702 042104697 TO NURTURE LOCAL CHURCH VITALITY AND THE COVENANT AMONG OUR CHURCHES. MA 501(C)(3) LINE 1 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 MASSACHUSETTS CONFERENCE OF THE UNITED CHURCH OF CHRIST R 6428 CASH PAID BASED ON DIVIDEND INCOM