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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 10-01-2017 , and ending 09-30-2018
Name of foundation
HOWARD BENEVOLENT SOCIETY
 
Number and street (or P.O. box number if mail is not delivered to street address)89 SOUTH STREET NO LL02
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02111
A Employer identification number

04-2129132
B Telephone number (see instructions)

(617) 742-2952
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... 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$4,893,318J 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) 47,407
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 104,658 104,658 104,658
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 146,989
b Gross sales price for all assets on line 6a 7,122,669
7 Capital gain net income (from Part IV, line 2)... 146,989
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).......      
12 Total. Add lines 1 through 11........ 299,054 251,647 104,658
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 96,289 9,629 9,629 86,660
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 14,300 10,010 10,010 4,290
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 11,897 1,579 1,579 6,678
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 10,701 1,070 1,070 9,631
21 Travel, conferences, and meetings....... 325 33 33 292
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 63,302 43,686 43,686 19,616
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 196,814 66,007 66,007 127,167
25 Contributions, gifts, grants paid....... 122,278 122,278
26 Total expenses and disbursements. Add lines 24 and 25 319,092 66,007 66,007 249,445
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -20,038
b Net investment income (if negative, enter -0-) 185,640
c Adjusted net income (if negative, enter -0-)... 38,651
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
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............. 182,379 137,692 137,692
2 Savings and temporary cash investments......... 270,422 517,603 517,603
3 Accounts receivable bullet447
Less: allowance for doubtful accounts bullet   4,087 447 447
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..........   1,000 1,000
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,007,484 Click to see attachment2,791,235 3,728,434
c Investments—corporate bonds (attach schedule)....... 502,607 Click to see attachment376,322 383,383
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 0 Click to see attachment122,642 124,759
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) 3,966,979 3,946,941 4,893,318
Liabilities 17 Accounts payable and accrued expenses..........    
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)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 3,966,979 3,946,941
30 Total liabilities and net assets/fund balances (see instructions). 3,966,979 3,946,941
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,966,979
2
Enter amount from Part I, line 27a .....................
2
-20,038
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,946,941
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,946,941
Form 990-PF (2019)
Form 990-PF (2019)
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 ABB LTD P    
b ACCENTURE PLC IRELAND CL A P    
c ALASKA AIR GROUP INCORPORATED P    
d ALIBABA GROUP HLDG LTD P    
e ALPHABET INC CL A P    
AMAZON COM INC P    
AMAZON COM INC P    
AMAZON COM INC P    
AMAZON COM INC P    
ANALOG DEVICES INC P    
ANALOG DEVICES INC P    
ANDEAVOR P    
APPLE INC P    
APPLE INC P    
AT&T INC P    
BARRICK GOLD CORP P    
BCE INC P    
BEST BUY CO P    
BLACKROCK INC P    
BROADCOM LTD SHS P    
CATERPILLAR INC P    
CATERPILLAR INC P    
CHARLES SCHWAB NEW P    
CHARLES SCHWAB NEW P    
CHUBB LTD P    
CHUBB LTD P    
CISCO CYS INC P    
CITIGROUP INC NEW P    
CLEARBRIDGE ENERGY MLP FD INC P    
COLGATE PALMOLIVE CO P    
COLGATE PALMOLIVE CO P    
COMCAST CORP (NEW) CLASS A P    
COMCAST CORP (NEW) CLASS A P    
CONTINENTAL RESOURCES INC P    
COPA HOLDINGS,S.A. CLA A P    
CROWN CASTLE INTL CORP P    
CROWN CASTLE INTL CORP P    
CYRUSONE INC P    
CYRUSONE INC P    
DENTSPLY SIRONA INC P    
DIAMONDBACK ENERGY INC P    
DOMINION ENERGY INC P    
DOWDUPONT INC P    
EDITAS MEDICINE INC P    
EOG RESOURCES INC P    
EVERSOURCE ENERGY COM P    
FACEBOOK INC CL-A P    
FACEBOOK INC CL-A P    
FACEBOOK INC CL-A P    
FACEBOOK INC CL-A P    
FACEBOOK INC CL-A P    
FIRST REPUBLIC BANK P    
FLEETCOR TECHNOLOGIES P    
FLEETCOR TECHNOLOGIES P    
FLEETCOR TECHNOLOGIES P    
GENERAL ELECTRIC 5000 *58JA19 P    
GLOBAL X RBTCS & ARTIFICI ETF P    
GLOBAL X RBTCS & ARTIFICI ETF P    
GOLDMAN SACHS GRP INC P    
HDFC BANK LTD ADR P    
HONEYWELL INTERNATIONAL INC P    
HP INC COM P    
HP INC COM P    
HP INC COM P    
HP INC COM P    
HP INC COM P    
HP INC COM P    
IDEXX LABS P    
INTERCONTINENTALEXCHANGE GROUP P    
INVESCO LTD P    
IRON MOUNTAIN INC P    
IRON MOUNTAIN INC P    
IRON MOUNTAIN INC P    
ISHARES MSCI AUSTRALIA ETF P    
ISHARES S&P SMLL-CAP 600 V ETF P    
ISHARES US AEROSPACE & DEF ETF P    
ISHRS MSCI SWITZERLND ETF P    
JD COM INC SPON ADR CL A P    
JOHNSON & JOHNSON P    
JPMORGAN CHASE & CO P    
KNIGHT-SWIFT TRANSN HLDGS CL A P    
KNIGHT-SWIFT TRANSN HLDGS CL A P    
KRANESHARES CSI CHINA INTERNET P    
KRANESHARES CSI CHINA INTERNET P    
KRATOS DEFENSE & SEC SOLU NEW P    
LOCKHEED MARTIN CORP P    
LOXO ONCOLOGY INC P    
LYONDELLBASELL NV CL-A P    
MAKEMYTRIP LIMITED P    
MCDONALDS CORP P    
MCDONALDS CORP P    
MICROSOFT CORP P    
NATIONAL GRID PLC SPON ADR P    
NEXTERA ENERGY INC P    
NUANCE COMMUNICATIONS INC P    
NUANCE COMMUNICATIONS INC P    
NUANCE COMMUNICATIONS INC P    
NUANCE COMMUNICATIONS INC P    
NUTANIX INC CL A P    
NUTANIX INC CL A P    
PACKAGING CORP AMER P    
PACKAGING CORP AMER P    
PACKAGING CORP AMER P    
PAGSEGURO DIGITAL LTD CL-A P    
PALO ALTO NETWORKS INC P    
PALO ALTO NETWORKS INC P    
PAYPAL HLDGS INC COM P    
PAYPAL HLDGS INC COM P    
PFIZER INC P    
PFIZER INC P    
PROCTOR & GAMBLE P    
PROSHARES TR INVT INT RT HG P    
PUBLIC SERVICE ENTERPRISE GP P    
PUBLIC SERVICE ENTERPRISE GP P    
ROSS STORES INC P    
SAREPTA THERAPEUTICS INC COM P    
SAREPTA THERAPEUTICS INC COM P    
SAREPTA THERAPEUTICS INC COM P    
SBA COMMUNICATIONS NEW CL A P    
SCHLUMBERGER LTD P    
SCHLUMBERGER LTD P    
SHERWIN WILLIAMS COMPANY OHIO P    
SHERWIN WILLIAMS COMPANY OHIO P    
SHERWIN WILLIAMS COMPANY OHIO P    
SHERWIN WILLIAMS COMPANY OHIO P    
SOUTHWEST AIRLINES P    
SPOTIFY TECHNOLOGY SA P    
STARBUCKS CORP WASHINGTON P    
SVB FNCL GRP P    
TENCENT HLDGS LTD UNSPON ADR P    
THERMO FISHER SCIENTIFIC P    
THERMO FISHER SCIENTIFIC P    
THERMO FISHER SCIENTIFIC P    
UNILEVER PLC (NEW) ADS P    
UNITED TECHNOLOGIES CORP P    
VANECK VECTORS GOLD MINERS E P    
VANECK VECTORS GOLD MINERS E P    
VERTEX PHARMACEUTICALS P    
VERTEX PHARMACEUTICALS P    
VISA INC CL A P    
VISA INC CL A P    
VISA INC CL A P    
VISA INC CL A P    
VNWARE INC 2950*22AU21 P    
WALMART INC P    
WALT DISNEY CO HLDG CO P    
WASTE MGMT INC (DELA) P    
WESTROCK CO COM P    
WILLIAMS CO INC P    
XYLEM INC COM P    
ZIONS BANCORP P    
(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 59,093   62,722 -3,629
b 48,654   48,581 73
c 52,199   54,474 -2,275
d 32,210   41,900 -9,690
e 11,729   5,578 6,151
5,500   3,525 1,975
11,765   7,049 4,716
21,883   11,932 9,951
7,110   3,525 3,585
53,755   51,000 2,755
55,153   55,140 13
46,329   49,366 -3,037
17,054   6,893 10,161
8,370   3,575 4,795
50,252   52,763 -2,511
27,641   28,958 -1,317
113,663   118,583 -4,920
54,155   59,051 -4,896
63,214   73,689 -10,475
53,879   48,855 5,024
42,506   46,820 -4,314
70,179   67,353 2,826
59,999   62,177 -2,178
79,423   81,209 -1,786
15,503   12,624 2,879
68,573   62,608 5,965
43,652   45,389 -1,737
92,739   94,399 -1,660
58,994   74,476 -15,482
44,141   41,059 3,082
37,865   31,650 6,215
35,824   26,612 9,212
61,768   65,585 -3,817
56,843   51,866 4,977
67,241   76,401 -9,160
11,223   8,504 2,719
63,166   51,932 11,234
71,283   73,188 -1,905
51,304   55,651 -4,347
47,048   58,367 -11,319
50,255   50,250 5
64,772   65,241 -469
91,787   100,251 -8,464
41,129   37,185 3,944
64,047   58,185 5,862
49,920   52,454 -2,534
17,238   9,775 7,463
9,427   5,742 3,685
8,574   5,742 2,832
8,281   5,742 2,539
52,962   40,194 12,768
48,635   50,902 -2,267
54,593   49,223 5,370
42,122   39,833 2,289
60,434   60,395 39
76,417   75,813 604
46,882   41,800 5,082
23,689   19,055 4,634
45,989   48,311 -2,322
48,911   47,804 1,107
7,802   4,953 2,849
23,723   18,530 5,193
67,835   56,797 11,038
69,303   64,897 4,406
23,802   21,605 2,197
69,779   64,973 4,806
54,550   53,938 612
46,798   46,566 232
56,519   52,384 4,135
51,915   54,034 -2,119
61,761   64,528 -2,767
57,346   54,880 2,466
68,609   68,059 550
57,019   61,376 -4,357
21,912   24,057 -2,145
18,822   13,785 5,037
60,610   64,454 -3,844
61,972   60,414 1,558
85,399   66,444 18,955
9,602   8,429 1,173
43,281   46,848 -3,567
42,103   51,491 -9,388
50,122   44,416 5,706
39,860   51,495 -11,635
47,257   51,522 -4,265
60,065   54,472 5,593
30,785   35,893 -5,108
44,273   45,422 -1,149
28,617   33,372 -4,755
55,015   52,938 2,077
66,683   63,890 2,793
17,026   9,296 7,730
49,372   50,720 -1,348
15,018   7,976 7,042
25,499   23,790 1,709
49,154   46,872 2,282
52,038   49,346 2,692
26,599   30,466 -3,867
12,597   10,997 1,600
40,087   33,467 6,620
58,602   54,457 4,145
57,539   54,789 2,750
56,646   56,883 -237
57,406   55,678 1,728
54,499   50,988 3,511
54,187   51,895 2,292
49,615   47,184 2,431
50,211   54,033 -3,822
17,822   14,805 3,017
52,548   47,606 4,942
59,411   61,247 -1,836
24,356   25,387 -1,031
73,443   68,904 4,539
47,585   49,737 -2,152
52,876   54,516 -1,640
5,642   4,946 696
44,667   38,633 6,034
51,999   49,296 2,703
51,680   47,831 3,849
33,627   32,839 788
60,454   59,943 511
40,828   40,828 0
39,829   39,610 219
80,273   77,780 2,493
73,581   77,850 -4,269
55,119   55,113 6
57,418   53,706 3,712
45,503   48,864 -3,361
63,694   62,429 1,265
36,200   42,110 -5,910
45,604   48,065 -2,461
65,315   64,427 888
53,999   52,442 1,557
52,072   56,160 -4,088
49,687   47,074 2,613
54,999   56,587 -1,588
54,949   58,107 -3,158
50,171   44,422 5,749
49,810   46,785 3,025
11,378   8,310 3,068
11,448   8,310 3,138
24,104   16,620 7,484
58,954   40,590 18,364
48,734   50,326 -1,592
57,900   57,887 13
64,988   63,746 1,242
58,714   57,943 771
61,689   60,950 739
69,474   75,049 -5,575
49,257   46,744 2,513
72,688   76,531 -3,843
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       -3,629
b       73
c       -2,275
d       -9,690
e       6,151
      1,975
      4,716
      9,951
      3,585
      2,755
      13
      -3,037
      10,161
      4,795
      -2,511
      -1,317
      -4,920
      -4,896
      -10,475
      5,024
      -4,314
      2,826
      -2,178
      -1,786
      2,879
      5,965
      -1,737
      -1,660
      -15,482
      3,082
      6,215
      9,212
      -3,817
      4,977
      -9,160
      2,719
      11,234
      -1,905
      -4,347
      -11,319
      5
      -469
      -8,464
      3,944
      5,862
      -2,534
      7,463
      3,685
      2,832
      2,539
      12,768
      -2,267
      5,370
      2,289
      39
      604
      5,082
      4,634
      -2,322
      1,107
      2,849
      5,193
      11,038
      4,406
      2,197
      4,806
      612
      232
      4,135
      -2,119
      -2,767
      2,466
      550
      -4,357
      -2,145
      5,037
      -3,844
      1,558
      18,955
      1,173
      -3,567
      -9,388
      5,706
      -11,635
      -4,265
      5,593
      -5,108
      -1,149
      -4,755
      2,077
      2,793
      7,730
      -1,348
      7,042
      1,709
      2,282
      2,692
      -3,867
      1,600
      6,620
      4,145
      2,750
      -237
      1,728
      3,511
      2,292
      2,431
      -3,822
      3,017
      4,942
      -1,836
      -1,031
      4,539
      -2,152
      -1,640
      696
      6,034
      2,703
      3,849
      788
      511
      0
      219
      2,493
      -4,269
      6
      3,712
      -3,361
      1,265
      -5,910
      -2,461
      888
      1,557
      -4,088
      2,613
      -1,588
      -3,158
      5,749
      3,025
      3,068
      3,138
      7,484
      18,364
      -1,592
      13
      1,242
      771
      739
      -5,575
      2,513
      -3,843
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 2 146,989
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 3 146,989
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))
2018 500,776 4,576,133 0.109432
2017 774,192 4,509,286 0.171688
2016 357,967 5,590,252 0.064034
2015 359,564 5,515,382 0.065193
2014 251,082 5,118,374 0.049055
2
Total of line 1, column (d) .....................
2
0.459402
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.091880
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
4,732,277
5
Multiply line 4 by line 3......................
5
434,802
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,856
7
Add lines 5 and 6........................
7
436,658
8
Enter qualifying distributions from Part XII, line 4,.............
8
249,445
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 (2019)
Form 990-PF (2019)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 3,713
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 0
3 Add lines 1 and 2........................... 3 3,713
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,713
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 4,087
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,087
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 374
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet374 RefundedBullet 11 0
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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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
     
    No
    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 2019 or the taxable year beginning in 2019? See the 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 (2019)
    Form 990-PF (2019)
    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 addressbulletWWW.HOWARDBENEVOLENTSOCIETYBOSTON.ORG
    14
    The books are in care ofbulletJOANNA KARBEL Telephone no.bullet (617) 742-2952

    Located atbullet89 SOUTH STREET STE LL02BOSTONMA ZIP+4bullet02111
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2019, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. 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 2019?.............
    1c
     
    No
    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 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    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 2019 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 2019.)..................
    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 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    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:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    ELLEN HARRINGTON PRESIDENT
    1.00     		0 0 0
    992 MEMORIAL DRIVE
    CAMBRIDGE,MA02138
    TIMOTHY GEORGE TREASURER
    0.00     		0 0 0
    14 DOVER ROAD
    DOVER,MA02030
    ROSEMARY K JONES CLERK
    0.00     		0 0 0
    36 MORAINE STREET
    JAMAICA PLAIN,MA02130
    BARBARA TARGUM VICE PRESIDENT
    0.00     		0 0 0
    89 WACHUSETT AVE
    ARLINGTON,MA02476
    CINDY RUBIN DIRECTOR
    0.00     		0 0 0
    35 TOBEY ROAD
    BELMONT,MA02478
    BETH MILKOVITZ DIRECTOR
    0.00     		0 0 0
    16 UPLAND ROAD UNIT 5
    CAMBRIDGE,MA02140
    PAUL MARRANDETT DIRECTOR
    0.00     		0 0 0
    172 CLAYBROOK ROAD
    DOVER,MA02030
    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
    JOANNA KARBEL EXUCTIVE DIRECTOR
    40.00     		0 0 0
    6 ASHLEY ST 4
    JAMAICA PLAIN,MA02130
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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.............bullet0
    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  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    4,360,782
    b
    Average of monthly cash balances.......................
    1b
    443,560
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,804,342
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    4,804,342
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    72,065
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,732,277
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    236,614
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    236,614
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    3,713
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,713
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    232,901
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    232,901
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    232,901
    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
    249,445
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    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
    249,445
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    249,445
    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 (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2018     		(c)
    2018     		(d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 232,901
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014......  
    b From 2015...... 131,818
    c From 2016...... 78,454
    d From 2017...... 162,478
    e From 2018......  
    fTotal of lines 3a through e........ 372,750
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 249,445
    a Applied to 2018, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2019 distributable amount..... 232,901
    e Remaining amount distributed out of corpus 16,544
    5 Excess distributions carryover applied to 2019. 0 0
    (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 5 389,294
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    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......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		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) .......     		0
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		389,294
    10 Analysis of line 9:
    a Excess from 2015.... 131,818
    b Excess from 2016.... 78,454
    c Excess from 2017.... 162,478
    d Excess from 2018....  
    e Excess from 2019.... 16,544
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 2019, 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) 2019 (b) 2018 (c) 2017 (d) 2016
             
    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 foundation 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:
    JOANNA KARBEL
    89 SOUTH STREET STE LL02
    BOSTON,MA02111
    (617) 742-2952
    bThe form in which applications should be submitted and information and materials they should include:
    TELEPHONE OR LETTER
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    LIMITED TO A FEW HUNDRED DOLLARS PER INDIVIDUAL, OFTEN VIA FUEL OIL
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    40 SICK ELDERLY DESTITUTE PERSONS
    89 SOUTH STREET LL02
    BOSTON,MA02111     		NONE NC LIVING EXPENSES, MOSTLY IN THE FORM OF FUEL OIL AND HOUSING 122,278
    Total .................................bullet 3a 122,278
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 ...........     		         
    4 Dividends and interest from securities....     14 104,658  
    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 ............     		        146,989
    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).. 0 104,658 146,989
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    251,647
    (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.)
    1 GRANTS FOR FUEL, HOUSING, MOSTLY RELATED TO CLIENTS OF BOSTON SOCIAL
    1 AGENCIES
    Form 990-PF (2019)
    Form 990-PF (2019)
    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) (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) (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 (2019)
    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 Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2019
    Name of the organization
    HOWARD BENEVOLENT SOCIETY
     
    Employer identification number

    04-2129132
    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 isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2
    Name of organization
    HOWARD BENEVOLENT SOCIETY
          		Employer identification number
    04-2129132
    Part I
    Contributors
    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
    ELISHA V ASHTON TRUST
     
    14 BEACON STREET
     
    BOSTON, MA02108

    		$ 45,907


    (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) (2019)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Page 3
    Name of organization
    HOWARD BENEVOLENT SOCIETY
          		Employer identification number

    04-2129132
    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) (2019)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Page 4
    Name of organization
    HOWARD BENEVOLENT SOCIETY
          		Employer identification number

    04-2129132
    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) (2019)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2017 AccountingFeesSchedule
    Name:
    HOWARD BENEVOLENT SOCIETY
    EIN:
    04-2129132
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING, AUDIT AND TAX PREPARATION 14,300 10,010 10,010 4,290

    TY 2017 InvestmentsCorpBondsSchedule
    Name:
    HOWARD BENEVOLENT SOCIETY
    EIN:
    04-2129132
    Name of Bond End of Year Book Value End of Year Fair Market Value
      376,322 383,383

    TY 2017 InvestmentsCorpStockSchedule
    Name:
    HOWARD BENEVOLENT SOCIETY
    EIN:
    04-2129132
    Name of Stock End of Year Book Value End of Year Fair Market Value
      2,791,235 3,728,434

    TY 2017 InvestmentsOtherSchedule2
    Name:
    HOWARD BENEVOLENT SOCIETY
    EIN:
    04-2129132
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
      AT COST 122,642 124,759

    TY 2017 OtherExpensesSchedule
    Name:
    HOWARD BENEVOLENT SOCIETY
    EIN:
    04-2129132
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BROKER SERVICE FEES 39,428 39,428 39,428 0
    INSURANCE 9,352 2,806 2,806 6,546
    PAYROLL PREPARATION SERVICE 3,188 319 319 2,869
    OFFICE EXPENSE 3,842 384 384 3,458
    TELEPHONE 1,760 176 176 1,584
    ADMINISTRATIVE EXPENSES 5,732 573 573 5,159


    TY 2017 TaxesSchedule
    Name:
    HOWARD BENEVOLENT SOCIETY
    EIN:
    04-2129132
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES WITHHELD 837 837 837 0
    PAYROLL TAXES 7,420 742 742 6,678
    FEDERAL INCOME TAX 3,640 0 0 0