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 01-01-2015 , and ending 12-31-2015
Name of foundation
MASSACHUSETTS CHARITABLE MECHANIC
ASSOCIATION
Number and street (or P.O. box number if mail is not delivered to street address)353 SOUTHERN ARTERY
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
QUINCY, MA021692210
A Employer identification number

04-2023566
B Telephone number (see instructions)

(617) 479-1795
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$4,857,148
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) 112,485
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 2 2  
4 Dividends and interest from securities... 50,520 50,520  
5a Gross rents............ 18,000 18,000  
b Net rental income or (loss) 947
6a Net gain or (loss) from sale of assets not on line 10 194,789
b Gross sales price for all assets on line 6a 1,156,301
7 Capital gain net income (from Part IV, line 2)... 194,789
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)....... 294    
12 Total. Add lines 1 through 11........ 376,090 263,311  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 18,000 900   3,600
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 15,000 7,500    
c Other professional fees (attach schedule).... 23,887 23,887    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 4,324      
19 Depreciation (attach schedule) and depletion... 17,053 17,053  
20 Occupancy.............. 19,630     11,778
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 5,956 893   3,574
23 Other expenses (attach schedule)....... 18,302 2,745   10,981
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 122,152 52,978   29,933
25 Contributions, gifts, grants paid....... 165,618 165,618
26 Total expenses and disbursements. Add lines 24 and 25 287,770 52,978   195,551
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 88,320
b Net investment income (if negative, enter -0-) 210,333
c Adjusted net income (if negative, enter -0-)...  
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............. 126,872 143,706 143,706
2 Savings and temporary cash investments......... 49,113 130,370 130,370
3 Accounts receivable bullet8,536
Less: allowance for doubtful accounts bullet   8,229 8,536 8,536
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.......... 1,500 10,975 10,975
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,178,558 Click to see attachment2,065,413 2,450,833
c Investments—corporate bonds (attach schedule)....... 1,404,911 Click to see attachment1,516,167 1,563,620
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 bullet549,108
Less: accumulated depreciation (attach schedule) bullet358,110 195,124 Click to see attachment190,998 549,108
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,964,307 4,066,165 4,857,148
Liabilities 17 Accounts payable and accrued expenses.......... 5,476 5,235
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)......... 5,476 5,235
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 3,474,864 3,563,822
25 Temporarily restricted...............    
26 Permanently restricted............... 483,967 497,108
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)..... 3,958,831 4,060,930
31 Total liabilities and net assets/fund balances (see instructions). 3,964,307 4,066,165
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
3,958,831
2
Enter amount from Part I, line 27a .....................
2
88,320
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
13,779
4
Add lines 1, 2, and 3 ..........................
4
4,060,930
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
4,060,930
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.)
1 a 192.00 SHS SPDR DOW JONES REIT ETF P   2015-01-12
b 23.00 SHS SPDR BARCLAYS INTERM P   2015-02-26
c 351.00 SHS SPDR S&P INTL SMALL CAP P   2015-05-18
d 6130.689 SHS SSGA EMERGING MARKETS P   2015-08-18
e 2271.931 SHS PASSIVE BOND MKT P   2015-11-24
41.00 SHS SPDR DOW JONES REIT ETF P   2015-01-12
2137.00 SHS SPDR BARCLAYS INTERM P   2015-02-26
4.00 SHS SPDR S&P INTL SMALL CAP P   2015-05-18
67.414 SHS SSGA EMERGING MARKETS FUN P   2015-08-18
444.791 SHS PASSIVE BOND MKT P   2015-11-24
4.00 SHS SPDR DOW JONES REIT ETF P   2015-01-12
241.00 SHS SPDR BARCLAYS INTERM P   2015-02-26
40.00 SHS SPDR S&P INTL SMALL CAP P   2015-05-18
704.330 SHS SSGA EMERGING MARKETS P   2015-08-18
259.968 SHS S&P 500 COMMON TRUST P   2015-11-24
16.121 SHS SSGA EMERGING MARKETS P   2015-01-12
3.984 SHS S&P 500 COMMON TRUST FUND P   2015-03-02
22.707 SHS SSGA INTERNATIONAL STOCK P   2015-05-18
1437.306 SHS S&P 500 COMMON TRUST P   2015-08-19
52.994 SHS S&P 500 COMMON TRUST P   2015-11-24
2026.192 SSGA EMERGING MARKETS FUND P   2015-01-12
336.625 SHS S&P 500 COMMON TRUST FUN P   2015-03-02
1950.839 SHS SSGA INTERNATIONAL STOC P   2015-05-18
154.647 SHS S&P 500 COMMON TRUST P   2015-08-19
176.322 SHS SSGA EMERGING MARKETS P   2015-01-12
39.837 SHS S&P 500 COMMON TRUST FUND P   2015-03-02
232.995 SHS SSGA INTERNATIONAL STOCK P   2015-05-18
14.151 SHS S&P 500 COMMON TRUST FUND P   2015-08-19
479.582 SHS PASSIVE BOND MKT P   2015-01-13
3.00 SHS SPDR DOW JONES REIT ETF P   2015-04-10
4759.535 SHS SSGA LONG US CREDIT P   2015-05-20
631.566 SHS SSGA LONG US CREDIT P   2015-08-19
45.769 SHS PASSIVE BOND MKT P   2015-01-13
237.00 SHS SPDR DOW JONES REIT ETF P   2015-04-10
54.268 SHS SSGA LONG US CREDIT INDEX P   2015-05-20
60.149 SHS SSGA LONG US CREDIT P   2015-08-19
3247.623 SHS PASSIVE BOND MKT P   2015-01-13
27.00 SHS SPDR DOW JONES REIT ETF P   2015-04-10
568.813 SHS SSGA LONG US CREDIT INDE P   2015-05-20
5285.161 SHS SSGA LONG US CREDIT P   2015-08-19
101.923 SHS S&P 500 COMMON TRUST FUN P   2015-01-13
291.799 SHS S&P 500 COMMON TRUST FUN P   2015-04-13
3340.685 SHS SSGA INTERNATIONAL STOC P   2015-06-12
22.00 SHS SPDR BARCLAYS INTERM P   2015-11-23
649.253 SHS S&P 500 COMMON TRUST FUN P   2015-01-13
2.998 SHS S&P 500 COMMON TRUST FUND P   2015-04-13
399.037 SHS SSGA INTERNATIONAL STOCK P   2015-06-12
21.00 SHS SPDR DOW JONES REIT ETF P   2015-11-23
9.173 SHS S&P 500 COMMON TRUST FUND P   2015-01-13
32.977 SHS S&P 500 COMMON TRUST FUND P   2015-04-13
37.096 SHS SSGA INTERNATIONAL STOCK P   2015-06-12
171.00 SHS SPDR DOW JONES REIT ETF P   2015-11-23
643.838 TREASURY INFLATION PROTECTED P   2015-01-13
346.00 SHS SPDR DOW JONES REIT ETF P   2015-05-18
567.388 SHS S&P 500 COMMON TRUST FUN P   2015-06-15
2.00 SHS SPDR S&P MIDCAP 400 ETF P   2015-11-23
60.985 SHS TREASURY INFLATION PROTEC P   2015-01-13
4.00 SHS SPDR DOW JONES REIT ETF P   2015-05-18
7.067 SHS S&P 500 COMMON TRUST FUND P   2015-06-15
45.849 SHS SSGA FDS ENHANCED P   2015-11-23
5808.539 TREASURY INFLATION PROTECTE P   2015-01-13
42.00 SHS SPDR DOW JONES REIT ETF P   2015-05-18
67.642 SHS S&P 500 COMMON TRUST FUND P   2015-06-15
155.722 SHS SSGA INTERNATIONAL STOCK P   2015-11-23
(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 18,441   13,597 4,844
b 791   785 6
c 11,013   12,381 -1,368
d 59,468   118,114 -58,646
e 33,811   29,616 4,195
3,938   2,904 1,034
73,526   72,936 590
126   142 -16
654   1,296 -642
6,619   5,797 822
384   283 101
8,292   8,227 65
1,255   1,411 -156
6,832   13,735 -6,903
25,543   13,736 11,807
171   293 -122
391   211 180
267   193 74
139,783   75,950 63,833
5,207   2,800 2,407
21,457   34,206 -12,749
33,010   17,788 15,222
22,981   16,641 6,340
15,040   8,172 6,868
1,867   3,200 -1,333
3,907   2,105 1,802
2,745   1,761 984
1,376   748 628
7,169   6,252 917
280   213 67
70,874   75,297 -4,423
9,409   10,003 -594
684   596 88
22,101   16,784 5,317
808   858 -50
896   953 -57
48,545   42,335 6,210
2,518   1,912 606
8,470   8,999 -529
78,738   83,706 -4,968
9,522   5,386 4,136
28,338   15,420 12,918
38,451   28,496 9,955
743   743  
60,656   34,308 26,348
291   158 133
4,593   3,292 1,301
1,899   1,487 412
857   485 372
3,203   1,743 1,460
427   345 82
15,467   12,110 3,357
8,874   8,446 428
31,479   24,503 6,976
55,096   29,982 25,114
527   328 199
841   801 40
364   283 81
686   373 313
697   511 186
80,062   77,500 2,562
3,821   2,974 847
6,568   3,574 2,994
1,671   1,328 343
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       4,844
b       6
c       -1,368
d       -58,646
e       4,195
      1,034
      590
      -16
      -642
      822
      101
      65
      -156
      -6,903
      11,807
      -122
      180
      74
      63,833
      2,407
      -12,749
      15,222
      6,340
      6,868
      -1,333
      1,802
      984
      628
      917
      67
      -4,423
      -594
      88
      5,317
      -50
      -57
      6,210
      606
      -529
      -4,968
      4,136
      12,918
      9,955
       
      26,348
      133
      1,301
      412
      372
      1,460
      82
      3,357
      428
      6,976
      25,114
      199
      40
      81
      313
      186
      2,562
      847
      2,994
      343
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 2 194,789
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 204,807 4,707,839 0.043503
2013 167,685 4,372,006 0.038354
2012 180,070 4,048,385 0.044479
2011 188,878 4,050,803 0.046627
2010 270,185 4,092,745 0.066016
2
Total of line 1, column (d) .....................
20.238979
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
0.047796
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
4,708,700
5
Multiply line 4 by line 3......................
5
225,057
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
2,103
7
Add lines 5 and 6........................
7
227,160
8
Enter qualifying distributions from Part XII, line 4.............
8
195,551
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 4,207
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 4,207
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 4,207
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 99
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 4,306
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 ofbulletTHE ORGANIZATION Telephone no.bullet (617) 479-1795

    Located atbullet353 SOUTHERN ARTERYQUINCYMA ZIP+4bullet021692210
    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
    MARTIN F JOYCE SECRETARY
    10.00
    0 0 0
    218 ATLANTIC AVENUE
    QUINCY,MA02171
    RICHARD B ADAMS PRESIDENT
    10.00
    0 0 0
    1901 REVERE BEACH PARKWAY
    EVERETT,MA02149
    ARTHUR J ANTHONY VICE PRESIDE
    1.50
    0 0 0
    262 SANDY POND ROAD
    LINCOLN,MA01773
    KURT E HANSON TREASURER
    1.50
    0 0 0
    67 BRIDLE PATH
    FRANKLIN,MA02038
    FREDERICK ARROWSMITH TRUSTEE
    1.00
    0 0 0
    3 PINE STREET
    KINGSTON,MA02364
    JOSEPH F BELLOMO TRUSTEE
    1.00
    0 0 0
    8 HOLLIS STREET
    NEWTON,MA02458
    THOMAS CROWDIS III TRUSTEE
    1.00
    0 0 0
    30 KIRK CIRCLE
    PLYMOUTH,MA023602372
    HAROLD E FLIGHT TRUSTEE
    1.00
    0 0 0
    146 OLD WASHINGTON ST
    PEMBROKE,MA02359
    RICHARD RYAN TRUSTEE
    1.00
    0 0 0
    60 WING BOULEVARD WEST
    EAST SANDWICH,MA02537
    RUSSELL JOHNSON TRUSTEE
    1.00
    0 0 0
    50 KENT STREET
    NEWBURYPORT,MA019502355
    PERRY PRATT TRUSTEE
    1.00
    0 0 0
    48 PLEASANT STREET
    MARBLEHEAD,MA01945
    JOHN J JORDAN TRUSTEE
    1.00
    0 0 0
    12 HATCH ROAD
    MEDFORD,MA02155
    JOHN P MORIARTY TRUSTEE
    1.00
    0 0 0
    142 MARRETT ROAD
    LEXINGTON,MA02421
    WILLIAM H SCOTT TRUSTEE
    1.00
    0 0 0
    PO BOX 426
    ONSET,MA02558
    CHARLES S SULKALA TRUSTEE
    1.00
    0 0 0
    12 CARRIAGE LANE
    WALPOLE,MA02081
    JOSEPH R VALANTE TRUSTEE
    1.00
    0 0 0
    16 IRVING ROAD
    RANDOLPH,MA02368
    STEPHEN STICKNEY TRUSTEE
    1.00
    0 0 0
    8 DONNA ROAD
    ANDOVER,MA01810
    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 DIRECT CONTRIBUTIONS TO NONPROFIT ORGANIZATIONS WHO PROMOTE THE TRADES OR TRAIN TRADESMAN, INCLUDING THOSE WITH PHYSICAL AND DEVELOPMENTAL DISABILITIES FOR EMPLOYMENT. 162,618
    2 RELIEF DISTRIBUTIONS 3,000
    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
    4,269,760
    b
    Average of monthly cash balances.......................
    1b
    167,676
    c
    Fair market value of all other assets (see instructions)................
    1c
    342,970
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,780,406
    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
    4,780,406
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    71,706
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,708,700
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    235,435
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    235,435
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    4,207
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,207
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    231,228
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    231,228
    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
    231,228
    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
    195,551
    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
    195,551
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    195,551
    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 7 231,228
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 142,409
    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......  
    e From 2014......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 195,551
    a Applied to 2014, but not more than line 2a 142,409
    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..... 53,142
    e Remaining amount distributed out of corpus  
    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  
    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 ..........
    178,086
    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 ......
     
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015....  
    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:
    KURT E HANSON
    353 SOUTHERN ARTERY
    QUINCY,MA02169
    (617) 479-1795
    bThe form in which applications should be submitted and information and materials they should include:
    IN WRITING, NO FORMAL APPLICATION IS REQUIRED.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    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
    BEVERLY SCHOOL FOR THE DEAF
    6 ECHO AVENUE
    BEVERLY,MA01915
        TRADE RELATED EQUIPMENT AND SUPPORT 3,650
    BOSTON HIGASHI SCHOOL
    800 N MAIN ST
    RANDOLPH,MA02368
        TRADE RELATED EQUIPMENT AND SUPPORT 9,054
    BRIDGE CENTER
    470 PINE STREET
    BRIDGEWATER,MA02324
        RELATED TRADE EQUIPMENT AND SUPPORT 10,002
    CARROLL CENTER FOR THE BLIND
    770 CENTRE STREET
    NEWTON,MA02458
        RELATED TRADE EQUIPMENT AND SUPPORT 7,758
    NATIONAL BRAILLE PRESS
    88 ST STEPHEN ST
    BOSTON,MA02115
        RELATED TRADE EQUIPMENT AND SUPPORT 3,320
    NEW ENGLAND VILLAGE
    664 SCHOOL STREET
    PEMBROKE,MA02359
        RELATED TRADE EQUIPMENT AND SUPPORT 14,910
    NORTH BENNETT STREET SCHOOL
    39 NORTH BENNET STREET
    BOSTON,MA02113
        TRADE RELATED EQUIPMENT AND SUPPORT 19,754
    NORTH RIVER COLLABORATIVE
    525 BEECH STREET
    ROCKLAND,MA02370
        TRADE RELATED EQUIPMENT AND SUPPORT 31,270
    NORTHEAST ARC
    64 HOLTEN STREET
    DANVERS,MA01923
        TRADE RELATED EQUIPMENT AND SUPPORT 7,886
    OLD STURBRIDGE VILLAGE
    1 OLD STURBRIDGE VILLAGE
    STURBRIDGE,MA01566
        TRADE RELATED EQUIPMENT AND SUPPORT 19,000
    QUINCY POLICE PATROLMAN ASSOC
    9 SHETLAN ST 11
    ROXBURY,MA02119
        TRADE RELATED EQUIPMENT AND SUPPORT 590
    COMM OF RELIEF DISTRIBUTI
    MISC
    QUINCY,MA02169
        FINANCIAL ASSISTANCE 3,000
    THE ELIOT SCHOOL
    24 ELIOT STREET
    JAMAICA PLAIN,MA02130
        TRADE RELATED EQUIPMENT AND SUPPORT 13,620
    SOUTH SHORE EDUCATIONAL COLLABORATI
    75 ABINGTON ST
    HINGHAM,MA02043
        TRADE RELATED EQUIPMENT AND SUPPORT 7,008
    FLUTIE SPECTRUM ENTERPRISES
    PO BOX 2157
    FRAMINGHAM,MA01703
        TRADE RELATED EQUIPMENT AND SUPPORT 5,860
    SOUTH SHORE ARC
    371 RIVER STREET
    WEYMOUTH,MA02191
        TRADE RELATED EQUIPMENT AND SUPPORT 3,905
    JONES RIVER LANDING
    55 LANDING RD
    KINGSTON,MA02364
        TRADE RELATED EQUIPMENT AND SUPPORT 3,040
    ANNUNCIATION GREEK ORTHODOX CATHEDR
    514 PARKER ST
    ROXBURY CROSSING,MA02120
        TRADE RELATED EQUIPMENT AND SUPPORT 100
    THE LUKAS COMMUNITY
    63 MEMORIAL DR
    TEMPLE,NH03084
        TRADE RELATED EQUIPMENT AND SUPPORT 1,891
    Total .................................bullet 3a 165,618
    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 2  
    4 Dividends and interest from securities....     14 50,520  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 947  
    6
    Net rental income or (loss) from personal property
             
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............
        18 143,008 51,781
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue:
    aCLASS ACTION PROCEEDS
            294
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   194,477 52,075
    13Total. Add line 12, columns (b), (d), and (e)..................
    13246,552
    (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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2015
    Name of the organization
    MASSACHUSETTS CHARITABLE MECHANIC
    ASSOCIATION
    Employer identification number

    04-2023566
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    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
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not 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 does not 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. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
    Name of organization
    MASSACHUSETTS CHARITABLE MECHANIC
    ASSOCIATION
    Employer identification number
    04-2023566
    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
     
     

    ANONYMOUS  
    353 SOUTHERN ARTERY
     
    QUINCY, MA02169

    $ 100,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 3
    Name of organization
    MASSACHUSETTS CHARITABLE MECHANIC
    ASSOCIATION
    Employer identification number

    04-2023566
    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
     
    $    
    (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
     
    $    
    (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
     
    $    
    (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) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 4
    Name of organization
    MASSACHUSETTS CHARITABLE MECHANIC
    ASSOCIATION
    Employer identification number

    04-2023566
    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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    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) (2015)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2015 AccountingFeesSchedule
    Name:
    MASSACHUSETTS CHARITABLE MECHANIC
     
    ASSOCIATION
    EIN:
    04-2023566
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    KING MCNAMARA MORIARTY LLP 15,000 7,500    

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

    TY 2015 DepreciationSchedule
    Name:
    MASSACHUSETTS CHARITABLE MECHANIC
     
    ASSOCIATION
    EIN:
    04-2023566
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    BUILDING 1 1987-06-30 296,575 251,072 S/L 31.5000 9,415 9,415    
    BUILDING IMPROVEMENTS 2 1989-06-30 78,411 63,471 S/L 31.5000 2,489 2,489    
    IMPROVEMENTS- 1990 3 1990-06-30 34,214 26,530 S/L 31.5000 1,086 1,086    
    CARPET 2008-05-30 5,427 5,427 S/L 5.0000        
    ROOF 2009-08-24 16,500 11,275 S/L 15.0000 550 550    
    DOORS 2015-02-23 6,800   S/L 15.0000 3,513 3,513    
    EQUIPMENT 4 1993-07-01 4,628 4,628 S/L 7.0000        
    EQUIPMENT - 95 5 1995-07-01 1,616 1,616 S/L 7.0000        
    EQUIPMENT - 96 6 1996-07-01 2,653 2,653 S/L 7.0000        
    COMPUTER 7 1999-07-01 2,668 2,668 S/L 3.0000        
    COMPUTER EQUIPMENT 2004-01-14 3,624 3,624 S/L 5.0000        

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    MASSACHUSETTS CHARITABLE MECHANIC
     
    ASSOCIATION
    EIN:
    04-2023566
    Name of Bond End of Year Book Value End of Year Fair Market Value
    PASSIVE BOND MARKET - CMNP 1,021,523 1,104,421
    PASSIVE HIGH YIELD 235,592 201,313
    SPDR BARCLAYS 133,110 130,611
    TREASURY INFLATION PROTECTED SEC 125,942 127,275

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    MASSACHUSETTS CHARITABLE MECHANIC
     
    ASSOCIATION
    EIN:
    04-2023566
    Name of Stock End of Year Book Value End of Year Fair Market Value
    SSGA INTERNATIONAL STOCK SELECTION 677,573 760,372
    SPDR S&P MIDCAP 400 71,762 126,766
    SSGA EMERGING MARKET FUND 230,150 120,870
    SSGA FDS ENCHANCED SMALL CAP FD 126,494 125,025
    S&P 500 INDEX 510,013 867,516
    SPDR DOW JONES REIT ETF 173,076 213,315
    SPDR S&P INTL SMALL CAP ETF FUND 189,636 162,125
    IPATH BLOOMBERG COMMODITY INDEX 86,709 74,844

    TY 2015 LandEtcSchedule2
    Name:
    MASSACHUSETTS CHARITABLE MECHANIC
     
    ASSOCIATION
    EIN:
    04-2023566
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    BUILDING 296,575 246,481 50,094 296,575
    BUILDING IMPROVEMENTS 141,352 96,440 44,912 141,352
    FURNITURE & FIXTURES 11,565 11,565   11,565
    COMPUTER EQUIPMENT 3,624 3,624   3,624
    LAND 95,992   95,992 95,992


    TY 2015 OtherExpensesSchedule
    Name:
    MASSACHUSETTS CHARITABLE MECHANIC
     
    ASSOCIATION
    EIN:
    04-2023566
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    EXPENSE OF MEETINGS 10,534 1,580   6,320
    INSURANCE 5,146 772   3,088
    TELEPHONE 1,701 255   1,021
    OFFICE SUPPLIES AND EXPENSE 779 117   467
    MISCELLANEOUS 72 11   43
    MA ANNUAL FILING FEE 70 10   42


    TY 2015 OtherIncomeSchedule2
    Name:
    MASSACHUSETTS CHARITABLE MECHANIC
     
    ASSOCIATION
    EIN:
    04-2023566
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    CLASS ACTION PROCEEDS 294    


    TY 2015 OtherIncreasesSchedule
    Name:
    MASSACHUSETTS CHARITABLE MECHANIC
     
    ASSOCIATION
    EIN:
    04-2023566
    Description Amount
    BOOK/TAX INVESTMENT DIFFERENCE 7,651
    BOOK/TAX DEPRECIATION DIFFERENCE 6,128


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    MASSACHUSETTS CHARITABLE MECHANIC
     
    ASSOCIATION
    EIN:
    04-2023566
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT FEES 23,887 23,887    


    TY 2015 TaxesSchedule
    Name:
    MASSACHUSETTS CHARITABLE MECHANIC
     
    ASSOCIATION
    EIN:
    04-2023566
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CORPORATE TAXES 4,306      
    LICENSES AND PERMITS 18