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ObjectId: 201822269349100037 - Submission: 2018-08-14
TIN: 04-3332966
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Attach to Form 990, 990-EZ, or 990-PF.
Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at
www.irs.gov/form990
.
OMB No. 1545-0047
20
16
Name of the organization
BRISTOL COUNTY SAVINGS CHARITABLE
FOUNDATION INC
Employer identification number
04-3332966
Organization type
(check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)(
) (enter number) organization
4947(a)(1) nonexempt charitable trust
not
treated as a private foundation
527 political organization
Form 990-PF
501(c)(3) exempt private foundation
4947(a)(1) nonexempt charitable trust treated as a private foundation
501(c)(3) taxable private foundation
Check if your organization is covered by the
General Rule
or a
Special Rule.
Note.
Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33
1
/3
% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of
(1)
$5,000 or
(2)
2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000
exclusively
for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions
exclusively
for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an
exclusively
religious, charitable, etc., purpose. Don't complete any of the parts unless the
General Rule
applies to this organization because it received
nonexclusively
religious, charitable, etc., contributions totaling $5,000 or more during the year
.........
$
Caution.
An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it
must
answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613X
Schedule B (Form 990, 990-EZ, or 990-PF) (2016)
Page 2
Schedule B (Form 990, 990-EZ, or 990-PF) (2016)
Page
2
Name of organization
BRISTOL COUNTY SAVINGS CHARITABLE
FOUNDATION INC
Employer identification number
04-3332966
Part I
Contributors
(See instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
1
BRISTOL COUNTY SAVINGS BANK
35 BROADWAY
TAUNTON
,
MA
02780
$
64,275
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
2
BRISTOL COUNTY SAVINGS BANK
35 BROADWAY
TAUNTON
,
MA
02780
$
235,900
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
3
BRISTOL COUNTY SAVINGS BANK
35 BROADWAY
TAUNTON
,
MA
02780
$
206,700
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
4
BRISTOL COUNTY SAVINGS BANK
35 BROADWAY
TAUNTON
,
MA
02780
$
138,850
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
5
BRISTOL COUNTY SAVINGS BANK
35 BROADWAY
TAUNTON
,
MA
02780
$
609,967
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
6
BRISTOL COUNTY SAVINGS BANK
35 BROADWAY
TAUNTON
,
MA
02780
$
209,220
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2016)
Name of organization
BRISTOL COUNTY SAVINGS CHARITABLE
FOUNDATION INC
Employer identification number
04-3332966
Part I
Contributors
(See instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
7
BRISTOL COUNTY SAVINGS BANK
35 BROADWAY
TAUNTON
,
MA
02780
$
105,345
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
8
BRISTOL COUNTY SAVINGS BANK
35 BROADWAY
TAUNTON
,
MA
02780
$
251,640
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
9
BRISTOL COUNTY SAVINGS BANK
35 BROADWAY
TAUNTON
,
MA
02780
$
115,335
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
10
BRISTOL COUNTY SAVINGS BANK
35 BROADWAY
TAUNTON
,
MA
02780
$
323,280
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
11
BRISTOL COUNTY SAVINGS BANK
35 BROADWAY
TAUNTON
,
MA
02780
$
350,560
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
12
BRISTOL COUNTY SAVINGS BANK
35 BROADWAY
TAUNTON
,
MA
02780
$
326,640
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2016)
Name of organization
BRISTOL COUNTY SAVINGS CHARITABLE
FOUNDATION INC
Employer identification number
04-3332966
Part I
Contributors
(See instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
13
BRISTOL COUNTY SAVINGS BANK
35 BROADWAY
TAUNTON
,
MA
02780
$
410,800
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
14
BRISTOL COUNTY SAVINGS BANK
35 BROADWAY
TAUNTON
,
MA
02780
$
395,250
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
15
BRISTOL COUNTY SAVINGS BANK
35 BROADWAY
TAUNTON
,
MA
02780
$
209,750
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
16
BRISTOL COUNTY SAVINGS BANK
35 BROADWAY
TAUNTON
,
MA
02780
$
327,216
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2016)
Page 3
Schedule B (Form 990, 990-EZ, or 990-PF) (2016)
Page
3
Name of organization
BRISTOL COUNTY SAVINGS CHARITABLE
FOUNDATION INC
Employer identification number
04-3332966
Part II
Noncash Property
(See instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
STOCK - 1,500 SHARES HORACE MANN EDUCATORS CORP - CUSIP - XXX-XX-XXXX
$
64,275
2016-12-16
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
STOCK - 7,000 SHARES DOUGLAS DYNAMICS - CUSIP - 25960R105D
$
235,900
2016-12-16
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
3
STOCK - 3,000 SHARES MARSH & MCLENNAN - CUSIP - 571748102B
$
206,700
2016-12-16
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
4
STOCK- 1,000 SHARES LANCASTER COLONY - CUSIP - 513847103A
$
138,850
2016-12-16
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
5
STOCK - 8,300 SHARES TEXAS INSTRUMENTS - CUSIP - 882508104B
$
609,967
2016-12-16
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
6
STOCK - 1,500 SHARES AMERIPRISE FINANCIAL - CUSIP - 03076C106
$
209,220
2017-08-24
Schedule B (Form 990, 990-EZ, or 990-PF) (2016)
Name of organization
BRISTOL COUNTY SAVINGS CHARITABLE
FOUNDATION INC
Employer identification number
04-3332966
Part II
Noncash Property
(See instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
7
STOCK - 1,500 SHARES MINE SAFETY APPLIANCES - CUSIP - XXX-XX-XXXX
$
105,345
2017-08-24
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
8
STOCK - 7,200 SHARES DOUGLAS DYNAMICS - CUSIP - 25960R105D
$
251,640
2017-08-24
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
9
STOCK - 3,300 SHARES DOUGLAS DYNAMICS - CUSIP - 25960R105E
$
115,335
2017-08-24
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
10
STOCK - 4,000 SHARESTEXAS INSTRUMENTS - CUSIP - 882508104A
$
323,280
2017-08-24
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
11
STOCK - 4,000 SHARES AMERICAN WATER WORKS CO - CUSIP - 030420103C
$
350,560
2017-10-30
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
12
STOCK - 4,000 SHARES MARSH & MCLENNAN - CUSIP - XXX-XX-XXXX
$
326,640
2017-10-30
Schedule B (Form 990, 990-EZ, or 990-PF) (2016)
Name of organization
BRISTOL COUNTY SAVINGS CHARITABLE
FOUNDATION INC
Employer identification number
04-3332966
Part II
Noncash Property
(See instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
13
STOCK - 5,000 SHARES MINE SAFETY APPLIANCES - CUSIP - XXX-XX-XXXX
$
410,800
2017-10-30
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
14
STOCK - 5,000 SHARES MICROSOFT - CUSIP - 594918104H
$
395,250
2017-10-30
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
15
STOCK - 5,000 SHARES DOUGLAS DYNAMICS - CUSIP - 25960R105F
$
209,750
2017-10-30
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
16
STOCK - 3,400 SHARESTEXAS INSTRUMENTS - CUSIP - 882508104A
$
327,216
2017-10-30
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
$
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
$
Schedule B (Form 990, 990-EZ, or 990-PF) (2016)
Page 4
Schedule B (Form 990, 990-EZ, or 990-PF) (2016)
Page
4
Name of organization
BRISTOL COUNTY SAVINGS CHARITABLE
FOUNDATION INC
Employer identification number
04-3332966
Part III
Exclusively
religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns
(a)
through
(e) and
the following line entry. For organizations completing Part III, enter the total of
exclusively
religious, charitable, etc., contributions of
$1,000 or less
for the year. (Enter this information once. See instructions.)
$
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP 4
Relationship of transferor to transferee
(a)
No. from Part I
(b) Purpose of gift
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP 4
Relationship of transferor to transferee
(a)
No. from Part I
(b) Purpose of gift
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP 4
Relationship of transferor to transferee
(a)
No. from Part I
(b) Purpose of gift
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP 4
Relationship of transferor to transferee
Schedule B (Form 990, 990-EZ, or 990-PF) (2016)
Additional Data
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