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rowid	title	search_1
25220	Suzanne M Bump 2021	Statement of Financial Interests for 2021 Bump Suzanne M (617) 727-2075 suzanne.bump@massmail.state.ma.us You indicated that you had no spouse living in your household at any time during 2021. You indicated that you had no dependent child(ren) residing in your household at any time during 2021. Page 1 of 15 Office of the State Auditor (OSA) State House, Boston, MA, 02133, US State Auditor 01/19/2011 01/15/2019 to which you provided services, at any time during 2021, whether compensated or not, and whether full- or part-time. Public Agency Public Agency Municipal Shoveltown Cutural District Consultant / Services Provided Contractor? 136 Elm Street, North Easton, MA, 02356, US Member services, at any time during 2021, whether compensated or not, and whether full- or part-time. any time during 2021, whether compensated or not, and whether full- or part-time, and provide the required information 6. Identify any Business from which you were on a leave of absence at any time during 2021, and provide its address. Page 2 of 15 an employee, manager, consultant, or independent contractor at any time during 2021, whether compensated or not, owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2021, and Percentage of stock Modern Assistance Programs, Inc 1400 Hancock St, Quincy, MA, 02169, US 75% during 2021, and provide the required information for each. dependent child(ren) residing in your household during 2021, and provide the required information for each. Page 3 of 15 11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2021, whether Modern Assistance Programs, Inc MAP Realty Trust 300 Congress St, Quincy, MA, 02169, US Officer 300 Congress St, Quincy, MA, 02169, US Trustee an officer, director, or trustee, at any time during 2021, whether compensated or not, and whether full- or part-time, and 13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31, 2021, 300 Congress St Unit 104, Quincy, MA, 02169, US Yes RealtyTtrust, Humuhumunukunukun ukuapua'a 300 Congress St, Quincy, MA, 02169, US Page 4 of 15 and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31, 2021, 2021, with an assessed value greater than $1,000, and provide the required information for each such Trust and Real Estate Name of Trust Real Estate Address Beneficiary Transferor 300 Congress St, Quincy, MA, 02169, Modern Assistance Real Estate LLC 300 Congress St, Quincy, MA, 02169, Yes Realty Trust, Humuhumunuk unukunukuap ua'a 31, 2021, with an assessed value greater than $1,000, and provide the required information for each such Trust and Real Page 5 of 15 person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2021, and provide the required was a beneficiary, at any time during 2021, and provide the required information for each piece of Real Estate transferred. 2021, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable, and provide the Page 6 of 15 greater than $1,000, on which, as of December 31, 2021, your spouse and/or any dependent child(ren) residing in your agencies, and authorities, which you owned directly or through a Business, as of December 31, 2021, and which had a fair dependent child(ren) residing in your household owned directly or through a Business, as of December 31, 2021, and which Page 7 of 15 agencies, and authorities, which was owned as of December 31, 2021, by a Trust of which you were a beneficiary, whether agencies, and authorities, which was owned as of December 31, 2021, by a Trust of which your spouse and/or any Page 8 of 15 25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2021, and which Name of Issuer Description of Investment Principal Place of Business or State of Incorporation Berwyn Income Fund(BERIX) Dodge & Cox Balanced Fund(DODBX) Dodge & Cox Global Stock Fund(DODWX) MainStay Unconstrained Bond Fd Cl A(MASAX) FPA Funds Trust, FPA Crescent Portfolio Institutional Class(FPACX) Page 9 of 15 and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31, 2021, 27. Identify every Financial Investment that was owned as of December 31, 2021, by a Trust of which you were a December 31, 2021, by a Trust of which your spouse and/or any dependent child(ren) residing in your household was a Page 10 of 15 than $1,000 was owed as of December 31, 2021, where the creditor (person who loaned you the money) is not, by blood Citizens Bank 1 Citizens Plaza, Providence, RI, 02903, 15 years 3.25 2032 Primary Residence, on which more than $1,000 was owed as of December 31, 2021, which you were obligated to pay and Obligor 300 Congress St, Quincy, MA, 02169, US Outstanding Mortgage Interest Termination Creditor Creditor Amount Amount Term Rate (%) Year $100,001 or more $100,001 or more 25 years 4.29 2046 South Shore Bank 1530 Main Street, Weymouth, MA, 02190, US Page 11 of 15 31, 2021, and which your spouse and/or any dependent child(ren) residing in your household were obligated to pay and 32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2021, IF the person to whom household owed as of December 31, 2021, if the person to whom your spouse and/or any dependent child(ren) residing in 34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during 2021, Page 12 of 15 residing in your household and were forgiven at any time during 2021, excluding debts forgiven by a person who is, by blood 36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2021 by any legislative you received at any time during 2021 from any person having a direct interest in legislation, legislative action, or a matter before a governmental body. residing in your household at any time during 2021 by any legislative agent or executive agent (lobbyist). Page 13 of 15 37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to Question 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2021 by any person having a direct interest in legislation, legislative action, or a matter before a governmental body. 38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2021 by any person having a direct interest in legislation, legislative action, or a matter before a governmental body. residing in your household at any time during 2021 by any person having a direct interest in legislation, legislative action, or a matter before a governmental body. 40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2021, own anything that you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2021? Page 14 of 15 I, Suzanne M Bump, certify under the pains and penalties of perjury that: Submitted: 05/26/2022 If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2021 Page 15 of 15