2024-09-13T08:15:49-05:00 2024-04-30 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990PF 2023-05-01 043466878 RCB Charitable Foundation Inc RCBC 7819425000 180 Haven Street Reading MA 01867 Anthony J Patti Treasurer 7819425000 2024-09-03 1 0 Connor Smart P02285543 2078792100 2024-09-03 2023 2024-08-08 14:25:15Z X 929128 X 48855 16 16 21891 21891 5830 7453 5830 -84 6 0 76508 27743 0 0 0 0 0 3500 1750 0 1750 2304 2304 0 0 1430 26 0 0 126 0 0 126 7360 4080 0 1876 64743 64743 72103 4080 0 66619 4405 23663 0 56310 34 34 7814 5216 5216 0 2336 2336 140263 171829 171829 165002 256611 256611 509724 492997 492997 110 105 105 879223 929128 929128 0 0 X 877356 927261 1867 1867 879223 929128 879223 929128 879223 4405 46000 929628 500 929128 Publicly Traded Securities 1945 1623 322 322 Capital Gains Dividends P 5508 5508 5508 5830 329 0 329 0 329 500 0 0 0 500 0 171 171 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 https://readingcoop.com/about/in-the-community Anthony J Patti 7819425000 180 Haven Street Reading MA 01867 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 Terrence J Bane 180 Haven Street Reading MA 01867 Director 1.00 0 0 0 Sally Boemer Mason 180 Haven Street Reading ME 01867 Director 1.00 0 0 0 Paul Bolger 180 Haven Street Reading MA 01867 Director 1.00 0 0 0 Yvonne Garcia 180 Haven Street Reading MA 01867 Director 1.00 0 0 0 Michael J Linnane 180 Haven Street Reading MA 01867 Director 1.00 0 0 0 James M Liston 180 Haven Street Reading MA 01867 Director 1.00 0 0 0 James J O'Leary 180 Haven Street Reading MA 01867 Director 1.00 0 0 0 Kevin R Powers 180 Haven Street Reading MA 01867 Director 1.00 0 0 0 Kevin F Smith 180 Haven Street Reading MA 01867 Director 1.00 0 0 0 Abel Vargas 180 Haven Street Reading MA 01867 Director 1.00 0 0 0 Julieann M Thurlow 180 Haven Street Reading MA 01867 President 1.00 0 0 0 Anthony J Patti 180 Haven Street Reading MA 01867 Treasurer & Clerk 1.00 0 0 0 NONE 0 NONE 0 0 863042 36824 2929 902795 0 0 902795 13542 889253 44463 44463 329 329 44134 0 44134 0 44134 66619 0 66619 44134 0 0 68386 69033 75426 77583 57487 347915 66619 0 0 0 44134 22485 0 0 370400 0 0 0 0 0 0 68386 302014 69033 75426 77583 57487 22485 Kerry Ranieri Gladys Martinez or Da 180 Haven Street Reading MA 01867 7819425000 To apply for a grant, an applicant must be a non-profit 501(c)(3) organization or public school located in or serving the towns of Andover, Burlington, North Reading, Reading, Wilmington, or Woburn. To apply for funding, applicants must submit: (1) a cover letter signed by the organization's Executive Director or Board President; along with (2) one paper copy and one pdf of a brief proposal (2-3 pages); and (3) the completed Proposal Summary Sheet. The Proposal Summary Sheet and complete application instructions are available on the website: https://readingcoop.com/uploads/PDFs/Charitable_Foundation_Donation_Request .pdf None The Charitable Foundation awards grants of up to $10,000 to increase the quality of life in the greater market area, with special emphasis on projects which focus on disadvantaged or underserved citizens. Primary areas of commitment are workforce development, health and human services, housing, education, community development, the environment, and the arts. Grant requests will be considered for program support, seed money, and capital improvements. The Charitable Foundation will not fund political or sectarian activities. AgeSpan (fka Elder Services Merrimack Valley) 280 Merrimack Street 400 Lawrence MA 01843 N/A PC Fundraising support 1000 Andover Senior Community Friends 30 Whittier Court Andover MA 01810 N/A PC General support 500 Bread & Roses Inc 58 Newbury Street Lawrence MA 01840 N/A PC General support 900 Citizens Inn Inc 81 Main Street Peabody MA 01960 N/A PC Stability sponsor 1000 Dana Farber Cancer Institute Inc 10 Brookline Place Brookline MA 02445 N/A PC Horseshoe/Jimmy Fund Golf Tournament 250 Economic Development & Industrial Corporation of Lynn 3 City Hall Square Lynn MA 01901 N/A GOV Veteran's Fishing Derby 500 Family Services of the Merrimack Valley 430 North Canal Street Lawrence MA 01840 N/A PC Campaign, naming rights to youth services office 7000 Friends of North Reading Parks and Recreation Committee 235 North Street North Reading MA 01864 N/A PC Concert/BBQ Summer Series 2000 Greater Lawrence Community Action Council 305 Essex Street Lawrence MA 01840 N/A PC Essex Street Spring Planter sponsorship 1200 Greater Lawrence Family Health Center 1 Griffin Brook Drive 101 Methuen MA 01844 N/A PC Making a Difference Gala sponsorship 2200 Greater Lawrence Kiwanis Club Foundation Inc PO Box 3068 Andover MA 01810 N/A PC Lawrence Kiwanis 100th Anniversary event 940 J Turner Hood School Parents Association 298 Haverhill Street North Reading MA 01864 N/A PC Funding for high school playground 1000 Lawrence Boys and Girls Club Inc 136 Water Street Lawrence MA 01841 N/A PC Torch Club donation 1500 Lawrence Community Works Inc 168 Newbury Street Lawrence MA 01841 N/A PC Funding for capital campaign and DyeWorks 10000 Lawrence Neighborhood Association Partnership PO Box 1124 Lawrence MA 01842 N/A PC Light Up Lawrence event 500 Lawrence Partnership 420 Common Street Lawrence MA 01840 N/A PC Funding for scholarships 8500 LEO Inc 156 Broad Street Lynn MA 01901 N/A PC Campaign for LEO Preschool 5000 Massachusetts Taxpayers Foundation 333 Washington Street Suite 853 Boston MA 02108 N/A PC Membership contribution 2500 Merrimack Valley Food Bank Inc 735 Broadway Street Lowell MA 01854 N/A PC Mobile Food Pantry/Naming of Kitchenette 3500 Merrimack Valley YMCA 360 Merrimack Street Lawrence MA 01843 N/A PC Capital campaign for camp upgrades 2000 Mission of Deeds Inc 6 Chapin Avenue Reading MA 01867 N/A PC Tee Hole/Casino Night Queen Sponsor 603 Northeast Metropolitan Regional Vocational High School 100 Hemlock Road Wakefield MA 01880 N/A GOV Banking/Business Tech scholarship 1000 Partners in Child Development 32 Osgood Street Andover MA 01810 N/A PC Partners in Child Gala 450 Reading Community Television 557 Main Street Reading MA 01867 N/A PC General support 500 Reading Scholarship Foundation PO Box 492 Reading MA 01867 N/A PC Funding for scholarships 1500 Rotary Club of Andover Charitable Trust PO Box 1152 Andover MA 01810 N/A PC Citizens Who Care program 250 Scholarship America 7900 International Drive Suite 500 Minneapolis MN 55425 N/A PC Burlington Dollars for Scholars program 2000 Trooper Tamar Bucci Memorial Fund Inc 51 Howard Street Reading MA 01867 N/A PC 36 Candles, Silver Level Sponsorship 350 Women's League of Reading Inc PO Box 895 Reading MA 01867 N/A PC Winter Gala sponsorship 250 YMCA of Greater Boston 316 Huntington Avenue Boston MA 02115 N/A PC $5,000 North Suburban YMCA Branch; $850 Burbank YMCA 5850 64743 0 14 16 14 21891 18 5830 Income from partnerships 523000 -90 14 6 -90 27743 0 27653 0 0 0 0 0 0 0 0 0 0 X X 1 Reading Cooperative Bank 180 Haven Street Reading MA 01867 48855 X Accounting Fees 3500 1750 0 1750 152.612 units Blackrock Floating Rate Inc 1482 1482 16679.269 units Delaware Diversified Income Fund 122759 122759 1086.179 units Fidelity US Bond Index Fund 10851 10851 7317.221 units Pimco All Asset Inst Class 79465 79465 5556.537 units Templeton Global Bond Advisor 38340 38340 34 units iShares Trust 0-5 Yr High Yield Corp BD 1427 1427 18 units Vanguard Balanced Index FD Inc Short Term Bond 1367 1367 19 units Vanguard Charlotte FDS Total Intl BD ETF 920 920 33 units Abbvie Inc 5367 5367 8 units Advance Auto Parts 584 584 33 units Ally Financial 1266 1266 40 units Alphabet Inc 6511 6511 26 units Amazaon.com 4550 4550 21 units American Express 4915 4915 22 units Apple Inc 3747 3747 44 units Bank of America Corp 2486 2486 5 units Broadcom Inc 6501 6501 41 units Cardinal Helath Inc 4225 4225 11 units Chevron Corp 1774 1774 34 units CMS Energy CP 2061 2061 78 units Comcast Corp 2973 2973 32 units Walt Disney Co 3555 3555 29 units Duke Energy Corp 2850 2850 16 units Eastman Chemical Company 1511 1511 17 units EOG Resources Inc 2246 2246 5 units Everest RE Group LTD 1832 1832 47 units Exelon Corp 1766 1766 13 units Extra Space Storage Inc 1746 1746 21 units Genuine Parts Co 3301 3301 37 units Gilead Science 2412 2412 39 units Highwoods Properties 1022 1022 11 units Home Depot Inc 3676 3676 31 units HP Inc 871 871 78 units Interpublic Group of Companies Inc 2374 2374 64 units Jefferies Final Group Inc 2756 2756 37 units Johnson & Johnson 5350 5350 13 units JP Morgan Chase & Co 2493 2493 79 units Keycorp 1145 1145 12 units LyondellBasell NV CL-A 1200 1200 10 units Mastercard Inc 4512 4512 34 units Medtronic PLC 2728 2728 65 units Merck & Co Inc 8399 8399 12 units Microsoft Corp 4672 4672 30 units Netapp Inc 3066 3066 27 units Nutrien LTD 1425 1425 9 units Nvidia Corp 7776 7776 94 units Old Republic International 2807 2807 31 units Portland General Electric Co 1340 1340 24 units Qualcomm Inc 3980 3980 17 units Salesforce Inc 4572 4572 12 units Snap On Inc 3216 3216 30 units Stag Indl Inc 1032 1032 23 units T-Mobile US Inc 3776 3776 16 units Texas Instruments 2823 2823 6 units Thermo Fisher Scientific 3412 3412 29 units TJX Companies Inc 2729 2729 14 units Totalenergies SE 1015 1015 11 units UPS 1622 1622 7 units Unitedhealth GP Inc 3386 3386 7 units Vitesse Energy Inc 155 155 58 units Walgreens Boots Alliance Inc 1028 1028 13 units iShares Russell Mid-Cap Value ETF 1545 1545 6 units iShares Russell 2000 Value ETF 894 894 14 units iShares TR Rus MD CP GR ETF 1504 1504 4 units iShares TR Rus 2000 GRW ETF 1001 1001 103 units Vanguard Developed Markets Index Fund ETF 4991 4991 12 units Vanguard Intl Equity Index FDS FTSE SMCAP ETF 1375 1375 47 units Vanguard Intl Equity Index FDS FTSE EMR MKT ETF 1982 1982 2336 2336 0 0 80 units MPLX LP AT COST 3344 3344 842.838 units Allspring Emerg Mkts Eq Inst FMV 21307 21307 8415.452 units Blackrock Global Allocation I FMV 157369 157369 1214.603 units Calamos Growth & Income I FMV 50855 50855 1271.984 units Diamond Hill Long Short I FMV 36799 36799 286.032 units Fidelity Large Cap Growth Index Fund FMV 9001 9001 494.780 units Fidelity Large Cap Value Index Fund FMV 8347 8347 2066.021 units First Eagle Global I FMV 136998 136998 2475.555 units Franklin Gold & Precious Metals FMV 48768 48768 507.759 units Harding Loevner Emerging Markets FMV 20209 20209 Accrued Income on Investments 110 105 105 Grants inadvertently paid to non-qualified recipients 500 Filing Fees 126 0 0 126 Income from partnerships -84 6 0 Correction of prior year disqualified grants 5125 Unrealized gains on investments 40875 Investment Management Fees 2304 2304 0 0 Foreign Taxes 26 26 0 0 Excise Taxes 1404 0 0 0