Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 04-01-2015 , and ending 03-31-2016
Name of foundation
HOWARD HOME
TRUSTEES HOME FOR AGED MEN BROCKTON
Number and street (or P.O. box number if mail is not delivered to street address)71 LEGION PARKWAY
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BROCKTON, MA02301
A Employer identification number

04-2103796
B Telephone number (see instructions)

(508) 584-4088
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$3,917,679
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 18,447 18,447 18,447
4 Dividends and interest from securities... 89,469 89,469 89,469
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 82,553
b Gross sales price for all assets on line 6a 1,767,312
7 Capital gain net income (from Part IV, line 2)... 41,772
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 8,702   8,702
12 Total. Add lines 1 through 11........ 199,171 149,688 116,618
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 29,700      
14 Other employee salaries and wages...... 6,600     6,600
15 Pension plans, employee benefits....... 4,141     4,141
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 17,088 8,544   8,544
c Other professional fees (attach schedule).... 40,788 40,788    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 630     630
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 4,220     4,220
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 103,167 49,332   24,135
25 Contributions, gifts, grants paid....... 310,000 310,000
26 Total expenses and disbursements. Add lines 24 and 25 413,167 49,332   334,135
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -213,996
b Net investment income (if negative, enter -0-) 100,356
c Adjusted net income (if negative, enter -0-)... 116,618
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 63,190 50,246 50,246
2 Savings and temporary cash investments......... 266,743 224,378 224,378
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 4,774 3,501 3,501
10a Investments—U.S. and state government obligations (attach schedule) 10,507 Click to see attachment10,003 11,220
b Investments—corporate stock (attach schedule)....... 3,190,207 Click to see attachment3,087,732 3,446,631
c Investments—corporate bonds (attach schedule)....... 244,424 Click to see attachment188,675 181,703
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,779,845 3,564,535 3,917,679
Liabilities 17 Accounts payable and accrued expenses.......... 7,704 7,321
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 7,704 7,321
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 3,772,141 3,557,214
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 3,772,141 3,557,214
31 Total liabilities and net assets/fund balances (see instructions). 3,779,845 3,564,535
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,772,141
2
Enter amount from Part I, line 27a .....................
2
-213,996
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
3,558,145
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
931
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
3,557,214
Form 990-PF (2015)
Form 990-PF (2015)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1a
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 41,772
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2014 402,268 4,108,758 0.097905
2013 388,433 4,587,841 0.084666
2012 329,242 4,560,732 0.072191
2011 318,456 4,627,240 0.068822
2010 170,606 4,649,413 0.036694
2
Total of line 1, column (d) .....................
20.360278
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years . . .
3
0.072056
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
3,508,751
5
Multiply line 4 by line 3......................
5
252,827
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,004
7
Add lines 5 and 6........................
7
253,831
8
Enter qualifying distributions from Part XII, line 4.............
8
334,135
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2015)
Form 990-PF (2015)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 1,004
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 1,004
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,004
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a  
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 27
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,031
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJOHN F CREEDON ESQUIRE Telephone no.bullet (508) 584-4088

    Located atbullet71 LEGION PARKWAYBROCKTONMA ZIP+4bullet02301
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JOHN F CREEDON PRESIDENT
    10.00
    16,500 0 0
    71 LEGION PARKWAY
    BROCKTON,MA02301
    VAUGHN BOYAJIAN CLERK
    5.00
    6,600 0 0
    71 LEGION PARKWAY
    BROCKTON,MA02301
    EUGENE MARROW TREASURER
    5.00
    6,600 0 0
    71 LEGION PARKWAY
    BROCKTON,MA02301
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    3,255,767
    b
    Average of monthly cash balances.......................
    1b
    302,279
    c
    Fair market value of all other assets (see instructions)................
    1c
    4,138
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,562,184
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    3,562,184
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    53,433
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,508,751
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    175,438
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    175,438
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    1,004
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,004
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    174,434
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    174,434
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    174,434
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    334,135
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    334,135
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    1,004
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    333,131
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2014
    (c)
    2014
    (d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 174,434
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013...... 126,299
    e From 2014...... 199,596
    fTotal of lines 3a through e........ 325,895
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 334,135
    a Applied to 2014, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2015 distributable amount..... 174,434
    e Remaining amount distributed out of corpus 159,701
    5 Excess distributions carryover applied to 2015.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 485,596
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......
    485,596
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013.... 126,299
    d Excess from 2014.... 199,596
    e Excess from 2015.... 159,701
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    JOHN CREEDON TRUST
    71 LEGION PARKWAY
    BROCKTON,MA02301
    (508) 584-4088
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS SHOOULD BE IN THE FORM OF A SIMPLE LETTER GIVING A BRIEF SUMMARRY OF THE PROPOSAL AND HOW THE FUNDS ARE TO BE USED. (NO PREDETERMINED FORMAT.)
    cAny submission deadlines:
    NO SUBMISSION DEADLINES
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THERE ARE GEOGRAPHICAL RESTRICTIONS: WITHIN 35 MILES OF BOSTON. THE FUND MUST BE USED FOR ELDERLY SITUATIONS (60 YEARS OR OLDER). WE DONATE TO CHARITABLE AND NON-CHARITABLE INSTITUTIONS AND WE REQUEST A FOLLOWUP ATTESTATION FROM THE DONEE AS TO THE ACTUAL EXPENDITURES OF THE FUNDS.FUNDS MAY NOT BE USED TO FUND SALARIES OF CAOITAL BUILDING PROJECTS.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    MY BROTHERS KEEPER
    RT 123
    NORTH EASTON,MA02356
    NONE PAID DONATION 15,000
    STONEHILL COLLEGE
    RT 123 BELMONT ST
    NO EASTON,MA02356
    NONE PAID DONATION 25,000
    BAMSI
    424 BELMONT ST
    BROCKTON,MA02301
    NONE PAID DONATION 15,000
    FRIENDS OF COUNCIL ON AGING
    1 MARKY KENNEDY LLANE
    BROCKTON,MA02301
    NONE PAID DONATION 20,000
    MASSASOIT CC FOUNDATION
    CRESCENT STREET
    BROCKTON,MA02301
    NONE PAID DONATION 20,000
    OLD COLONY Y
    MAIN STREET
    BRCOKTON,MA02301
    NONE PAID CHARITABLE 45,000
    BROCKTON VISITING NURSES
    BELMONT ST
    BROCKTON,MA02301
    NONE PAID CHARITABLE 20,000
    SIGNATURE HEALTH CARE
    RT 27
    BRCOKTON,MA02301
    NONE PAID CHARITABLE 20,000
    OLD COLONY ELDERLY SERVICES
    144 MAIN STREET
    BROCKTON,MA02301
    NONE PAID CHARITABLE 15,000
    TOWN OF BRIDGEWATER ELDER SERVICES
    10 WALLY KRUEGER WAY
    BRIDGEWATER,MA02324
    NONE PAID CHARITABLE 27,000
    NEHEIMER LIFE DEVELOPMENT
    LEGION PARKWAY
    BROCKTON,MA02301
    NONE PAID CHARITABLE 20,000
    TOWN OF WEST BRIDEWATER COA
    SPRING ST
    WEST BRIDGEWATER,MA02379
    NONE PAID CHARITBLE 10,000
    ST JOSEPH MANOR
    215 THATCHER ST
    BROCKTON,MA02301
    NONE PAID DONATION 3,000
    LIFE
    175 GREAT NECK ROAD
    MASHPEE,MA02649
    NONE PAID DONATION 15,000
    TOWN OF AVON COA
    65 EAST MAIN ST
    AVON,MA02322
    NONE PAID DONATION 10,000
    THE CHARITY GUILD
    501 MAIN ST
    BROCKTON,MA02301
    NONE PAID DONATION 15,000
    DORN DAVIES CENTER
    1380 MAIN ST
    BROCKTON,MA02301
    NONE PAID DONATION 15,000
    Total .................................bullet 3a 310,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........
        14 18,447  
    4 Dividends and interest from securities....     14 89,469  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property
             
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............
        14 41,772 40,781
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   149,688 49,483
    13Total. Add line 12, columns (b), (d), and (e)..................
    13199,171
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    HOWARD HOME
     
    TRUSTEES HOME FOR AGED MEN BROCKTON
    EIN:
    04-2103796
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT ACCOUNTING FEES 17,088 8,544   8,544

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2015 GainLossSaleOtherAssetsSch
    Name:
    HOWARD HOME
     
    TRUSTEES HOME FOR AGED MEN BROCKTON
    EIN:
    04-2103796
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    300-QUALCOM INC 2014-06 PURCHASE 2016-04   20,463 4,609     15,854  
    150-NOVARTIS AG 2014-06 PURCHASE 2015-07   14,896 5,368     9,528  
    50-SPDR DIVIDEND 2009-07 PURCHASE 2015-07   3,847 1,880     1,967  
    330-ROLLS ROYCE HOLDINFS 2014-10 PURCHASE 2015-07   19,152 24,556     -5,404  
    11192.601-PIMCO ALL ASSET 2015-06 PURCHASE 2016-07   128,491 134,235     -5,744  
    27-CHEMOURS CO COM 2014-03 PURCHASE 2016-07   295 457     -162  
    135-DU PONT EI DE NEMOOURS 2014-03 PURCHASE 2016-07   7,162 8,532     -1,370  
    7078.143-IVA WORLDWIDE 2010-03 PURCHASE 2015-08   125,000 107,704     17,296  
    1228.037-FIRST EAGLE FUND 2010-01 PURCHASE 2015-08   65,000 50,047     14,953  
    575-BROOKDALE SENIOR LIVING 2014-11 PURCHASE 2015-08   16,812 19,123     -2,311  
    500-EXXON MOBIL CORP 2009-06 PURCHASE 2015-08   35,194 757     34,437  
    500-BAXTER INTERNATIONAL 2013-09 PURCHASE 2015-08   18,602 18,326     276  
    435-REXAM PLC 2015-02 PURCHASE 2015-08   18,137 19,110     -973  
    500-BAXALTA INC 2013-09 PURCHASE 2015-08   17,680 14,873     2,807  
    135-DEVON ENERGY 2014-03 PURCHASE 2015-08   5,346 8,858     -3,512  
    90-SEMPRA ENERGY 2014-03 PURCHASE 2015-09   8,730 8,591     139  
    475-SPDR DIVIDEND 2009-07 PURCHASE 2015-09   34,598 18,687     15,911  
    4482.368-MERGER FUND 2013-12 PURCHASE 2015-09   69,432 70,771     -1,339  
    335-HARLEY DAVIDSON 2015-05 PURCHASE 2015-10   16,394 18,956     -2,562  
    8855.56-MAINSTAY UNCONSTRINED 2013-08 PURCHASE 2015-12   74,387 81,354     -6,967  
    5062.778-PIONEER MULTI ASSET 2014-02 PURCHASE 2015-12   51,134 59,603     -8,469  
    18633.824-LOOMIS SAYLES BOND 2007-01 PURCHASE 2015-12   240,004 220,339     19,665  
    10611.812-JOHN HANCOCK ALT 2014-05 PURCHASE 2015-12   149,202 158,950     -9,748  
    3948.285-WELLS FARGO ABSOLUT RET 2012-06 PURCHASE 2015-12   40,588 44,586     -3,998  
    400-ENERGY TRANSFER PARTNERS 2015-08 PURCHASE 2015-12   13,467 20,047     -6,580  
    525-WILLIAMS PARTNERS 2015-08 PURCHASE 2016-01   14,187 18,991     -4,804  
    3325.942-PIONEER DYNAMIC 2011-11 PURCHASE 2016-01   30,000 31,256     -1,256  
    50000-GENWORTH BOND 2010-12 PURCHASE 2016-01   53,331 55,750     -2,419  
    8138.793-WELLS FARGO ABOSLUT 2012-12 PURCHASE 2016-01   77,970 83,035     -5,065  
    1844.719-OPPENHEIMER 2012-07 PURCHASE 2016-01   48,977 58,570     -9,593  
    425-GUGGENHEIMER S&P 500 2015-09 PURCHASE 2016-01   30,699 34,012     -3,313  
    1000-WESTERN UNION 2014-12 PURCHASE 2016-01   16,339 18,363     -2,024  
    525-SPDR S&P HOME BUILDERS 2015-08 PURCHASE 2016-01   15,020 18,733     -3,713  
    220-AMERICAN EXPRESS 2015-01 PURCHASE 2016-01   13,535 18,774     -5,239  
    20-ISHARES BIOTECH 2014-03 PURCHASE 2016-01   5,494 4,597     897  
    300-CITIGROUP INC 2013-12 PURCHASE 2016-02   12,196 15,287     -3,091  
    260-ENTERPRISE PRODUCRS 2014-03 PURCHASE 2016-02   5,423 8,969     -3,546  
    380-ENERGY TRANSFER 2015-08 PURCHASE 2016-02   1,832 8,893     -7,061  
    1175-ALERIAN MLP 2015-12 PURCHASE 2016-02   9,368 13,738     -4,370  
    170-METLIFE INC 2014-03 PURCHASE 2016-02   6,032 8,886     -2,854  
    20-ISHARES BIOTECH 2014-03 PURCHASE 2016-02   4,869 4,597     272  
    5740.5285-PIONEER DYNAMIC 2011-11 PURCHASE 2016-02   50,000 53,947     -3,947  
    75-AMERCO 2000-06 PURCHASE 2016-02   25,688 11,761     13,927  
    361.142-JANUS BALANCED 2014-11 PURCHASE 2016-02   10,000 11,459     -1,459  
    431.593-AMERICAN BALANCED 2015-01 PURCHASE 2016-02   10,000 10,603     -603  
    100-NOVARTIS 2001-09 PURCHASE 2016-02   7,136 3,836     3,300  
    50-JOHNSON & JOHNSON 2000-07 PURCHASE 2016-02   5,187 2,721     2,466  
    315.259-IVA WORLDWIDE 2010-03 PURCHASE 2016-02   5,000 4,797     203  
    407.166-LOOMIS SAYLES CORE PLUS 2015-12 PURCHASE 2016-02   5,000 4,992     8  
    152.765-AMERICAN NEW PERSPECTIVE 2015-08 PURCHASE 2016-02   5,000 5,981     -981  
    50-CVS HEALTH CARE 2006-11 PURCHASE 2016-02   4,773 1,489     3,284  
    600-SPDR S&P REGIONAL BANKING 2015-12 PURCHASE 2016-02   20,808 27,371     -6,563  
    75-AMERCO 2015-11 PURCHASE 2016-03   25,856 11,761     14,095  
    200-JP MORGAN CHASE 2015-11 PURCHASE 2016-03   11,807 11,271     536  

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    HOWARD HOME
     
    TRUSTEES HOME FOR AGED MEN BROCKTON
    EIN:
    04-2103796
    Name of Bond End of Year Book Value End of Year Fair Market Value
      188,675 181,703

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    HOWARD HOME
     
    TRUSTEES HOME FOR AGED MEN BROCKTON
    EIN:
    04-2103796
    Name of Stock End of Year Book Value End of Year Fair Market Value
    STOCKS 981,902 1,350,772
    MUTUAL FUNDS 2,105,830 2,095,859

    TY 2015 InvestmentsGovtObligationsSch
    Name:
    HOWARD HOME
     
    TRUSTEES HOME FOR AGED MEN BROCKTON
    EIN:
    04-2103796
    US Government Securities - End of Year Book Value:

    10,003
    US Government Securities - End of Year Fair Market Value:

    11,220
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2015 OtherDecreasesSchedule
    Name:
    HOWARD HOME
     
    TRUSTEES HOME FOR AGED MEN BROCKTON
    EIN:
    04-2103796
    Description Amount
    FEDERAL TAX 931


    TY 2015 OtherExpensesSchedule
    Name:
    HOWARD HOME
     
    TRUSTEES HOME FOR AGED MEN BROCKTON
    EIN:
    04-2103796
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    OFFICE EXPENSE 2,800     2,800
    INSURANCE 600     600
    FILING FEES 820     820


    TY 2015 OtherIncomeSchedule2
    Name:
    HOWARD HOME
     
    TRUSTEES HOME FOR AGED MEN BROCKTON
    EIN:
    04-2103796
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
      8,702   8,702


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    HOWARD HOME
     
    TRUSTEES HOME FOR AGED MEN BROCKTON
    EIN:
    04-2103796
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 40,788 40,788