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
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
BABSON-WEBBER-MUSTARD FUND
C/O JUDITH RHOME TRUSTEE
Number and street (or P.O. box number if mail is not delivered to street address)434 RED TOP ROAD
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BREWSTER, MA02631
A Employer identification number

04-2307820
B Telephone number (see instructions)

(508) 238-0321
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$4,230,066
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 15 15  
4 Dividends and interest from securities... 147,182 147,182  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -18,674
b Gross sales price for all assets on line 6a 129,222
7 Capital gain net income (from Part IV, line 2)... 0
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........ 128,523 147,197  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 36,000 24,000   12,000
14 Other employee salaries and wages...... 41,805 0   41,805
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 2,760 0   2,760
c Other professional fees (attach schedule).... 30,418 30,418   0
17 Interest............... 1 1   0
18 Taxes (attach schedule) (see instructions)... 14,210 1,203   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 8,914 0   8,914
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 134,108 55,622   65,479
25 Contributions, gifts, grants paid....... 193,850 193,850
26 Total expenses and disbursements. Add lines 24 and 25 327,958 55,622   259,329
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -199,435
b Net investment income (if negative, enter -0-) 91,575
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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.............      
2 Savings and temporary cash investments......... 1,339,213 595,439 59,539
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,066,929 Click to see attachment1,581,303 1,581,303
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,991,284 Click to see attachment2,588,479 2,588,479
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment745 Click to see attachment745 Click to see attachment745
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,398,171 4,765,966 4,230,066
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) Click to see attachment0 Click to see attachment-17
23 Total liabilities (add lines 17 through 22)......... 0 -17
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 0 0
30 Total net assets or fund balances (see instructions)..... 5,398,171 4,765,983
31 Total liabilities and net assets/fund balances (see instructions). 5,398,171 4,765,966
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
5,398,171
2
Enter amount from Part I, line 27a .....................
2
-199,435
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,198,736
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
432,753
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
4,765,983
Form 990-PF (2018)
Form 990-PF (2018)
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 SALE OF PUBLICLY TRADED STOCK      
b SALE OF PUBLICLY TRADED STOCK      
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 25,807   49,497 -23,690
b 100,056   98,399 1,657
c 3,359     3,359
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       -23,690
b       1,657
c       3,359
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 -18,674
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))
2017 223,128 5,165,416 0.043197
2016 232,436 4,999,688 0.046490
2015 222,130 5,179,651 0.042885
2014 218,931 5,325,249 0.041112
2013 221,145 5,007,487 0.044163
2
Total of line 1, column (d) .....................
2
0.217847
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
0.043569
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
4,980,135
5
Multiply line 4 by line 3......................
5
216,980
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
916
7
Add lines 5 and 6........................
7
217,896
8
Enter qualifying distributions from Part XII, line 4,.............
8
259,329
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 (2018)
Form 990-PF (2018)
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 1 916
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........................... 3 916
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- ..... 5 916
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 14,150
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 14,150
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 13,234
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet13,234 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
    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 2018 or the taxable year beginning in 2018? 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 (2018)
    Form 990-PF (2018)
    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 ofbulletJUDITH RHOME Telephone no.bullet (508) 238-0321

    Located atbullet434 RED TOP ROADBREWSTERMA ZIP+4bullet02631
    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 2018, 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
     
    No
    ........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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    JUDITH RHOME TRUSTEE
    2.50
    12,000 0 0
    434 RED TOP ROAD
    BREWSTER,MA02631
    ROBERT S HOFFMAN III TRUSTEE
    2.50
    12,000 0 0
    37 HOPEWELL FARM ROAD
    NATICK,MA01760
    JESSE M PUTNEY TRUSTEE
    2.50
    12,000 0 0
    55 KENT LANE APT H-321
    NASHUA,NH03062
    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 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 (2018)
    Form 990-PF (2018)
    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
    4,483,325
    b
    Average of monthly cash balances.......................
    1b
    572,650
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,055,975
    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
    5,055,975
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    75,840
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,980,135
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    249,007
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    249,007
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    916
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    916
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    248,091
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    248,091
    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
    248,091
    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
    259,329
    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
    259,329
    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
    916
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    258,413
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2017
    (c)
    2017
    (d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 248,091
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 114,335
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 259,329
    a Applied to 2017, but not more than line 2a 114,335
    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 2018 distributable amount..... 144,994
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 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 0
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........
    103,097
    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 2013 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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:
    JUDITH RHOME
    434 RED TOP ROAD
    BREWSTER,MA02631
    (508) 238-0321
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER OR TELEPHONE
    cAny submission deadlines:
    NO
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THIS GRANT PROGRAM IS FUNCTIONING TO PROVIDE SUPPORT TO NEEDY RESIDENTS OF MASSACHUSETTS AT CHRISTMAS TIME. INDIVIDUALS ARE SELECTED FOR THE PROGRAM BASED UPON RECOMMENDATIONS BY THE MEMBERS OF THEIR CHURCH.
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    ACTION INC
    180 MAIN STREET
    GLOUCESTER,MA01930
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY. 2,800
    ARLINGTON AREADEPT OF C & F
    30 MYSTIC STREET
    ARLINGTON,MA02474
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY. 6,050
    CALVARY CHAPEL BAPTIST CHURCH
    384 WASHINGTON STREET
    GLOUCESTER,MA01930
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY. 2,800
    CAPE ANN BIBLE CHURCH
    8 THOMPSON STREET
    GLOUCESTER,MA01930
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY. 2,800
    COMMUNITY CHURCH OF EAST GLOUCESTER
    7 CHAPEL STREET
    GLOUCESTER,MA01930
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY. 2,800
    ELIOT CONGREGATIONAL CHURCH
    56 DALE STREET
    BOSTON,MA02119
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY. 2,800
    MILESTONE WELLESLEY
    42 ELMWOOD ROAD
    WELLESLEY,MA02481
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY. 2,800
    FIRST BAPTIST CHURCH
    400 LEXINGTON STREET
    WALTHAM,MA02452
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY. 2,800
    FIRST CHURCH OF CHRIST SCIENTIST
    8 ROCKLAND STREET
    WELLESLEY,MA02481
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY. 2,800
    GLOUCESTER ASSEMBLY OF GOD
    211 WASHINGTON STREET
    GLOUCESTER,MA01930
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY. 2,800
    GLOUCESTER UNITARIAN UNIVERSALIST CHURCH
    10 CHURCH STREET
    GLOUCESTER,MA01930
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY. 2,800
    GLOUCESTER UNITED METHODIST CHURCH
    436 WASHINGTON STREET
    GLOUCESTER,MA01930
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY. 2,800
    GRACE CENTER INC
    10 CHURCH STREET
    GLOUCESTER,MA01930
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY. 2,800
    HEARTH INC
    1640 WASHINGTON STREET
    BOSTON,MA02118
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY. 2,800
    MT PLEASANT HOME
    301 S HUNTINGTON AVE
    JAMAICA PLAIN,MA02130
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY. 2,800
    NORTH SHORE BIBLE CHURCH
    65 EASTERN AVE
    ESSEX,MA01929
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY. 2,800
    ORTHODOX CONGREGATIONAL CHURCH
    1120 WASHINGTON STREET
    GLOUCESTER,MA01930
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY. 2,800
    OUR LADY OF GOOD VOYAGE
    142 PROSPECT STREET
    GLOUCESTER,MA01930
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY. 2,800
    SOCIETY OF ST VINCENT DEPAUL
    28 ST ANTHONYS LANE
    GLOUCESTER,MA01930
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY. 2,800
    ST ANDREWS EPISCOPAL CHURCH
    79 DENTON ROAD
    WELLESLEY,MA02482
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY. 2,800
    ST JOHN THE EVANGELIST PARISH
    9 GLEN ROAD
    WELLESLEY HILLS,MA02482
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY. 2,800
    ST JOHN'S EPISCOPAL CHURCH
    48 MIDDLE STREET
    GLOUCESTER,MA01930
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY. 2,800
    ST PAUL LUTHERAN CHURCH
    1123 WASHINGTON STREET
    GLOUCESTER,MA01930
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY. 2,800
    ST PAUL'S PARISH
    503 WASHINGTON STREET
    WELLESLEY,MA02481
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY. 2,800
    TEMPLE BETH ELOHIM
    10 BETHEL ROAD
    WELLESLEY,MA02482
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY. 2,800
    THE ANNISQUAM VILLAGE CHURCH
    820 WASHINGTON STREET
    GLOUCESTER,MA01930
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY. 2,800
    TRINITY CONGREGATIONAL CHURCH
    70 MIDDLE STREET
    GLOUCESTER,MA01930
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY. 2,800
    WELLESLEY FRIENDS MEETING
    26 BENVENUE STREET
    WELLESLEY,MA02482
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY. 2,800
    WELLESLEY HILLS CONGREGATIONAL CHURCH
    207 WASHINGTON STREET
    WELLESLEY HILLS,MA02481
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY. 2,800
    WELLESLEY VILLAGE CONGREGATIONAL CHURCH
    2 CENTRAL STREET
    WELLESLEY,MA02482
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY. 2,800
    PATRICIA BURLENSON
    600 WASHINGTON STREET
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    DENISE BURNS
    820 WASHINGTON STREET
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    DAVID COX
    820 WASHINGTON STREET
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    PATRICIA DOUCETTE
    26 REVERE STREET
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    TRACY FISHER
    3 YORK ROAD
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    JOANN GLEASON
    1 SCHOOL STREET APT 313
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    MARJORIE MORSE
    31 GEE AVENUE
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    JOYCE ROWE
    17 MAPLEWOOD AVENUE
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    BENJAMIN STEELE
    PO BOX 214
    ROCKPORT,MA01966
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    RENE YOUNG-O'HANLEY
    3 YOUNGS ROAD
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    ANDREA BRISSETTE
    14 ROSE COURT
    NORWOOD,MA02062
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    TANYA CASAVANT
    6 WEBSTER STREET APT 3
    TAUNTON,MA02780
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    YVONNE ELDREDGE
    12 QUIMBY STREET APT B
    WATERTOWN,MA02472
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    ANDREA ESCOBAR
    40 BLOSSOMCREST ROAD
    LEXINGTON,MA02421
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    RAYCHELLE HOFFMAN
    93 BARTON ROAD
    WELLESLEY,MA02481
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    AMANDA HOLTER
    32 CUSHING STREET APT REAR 2
    WALTHAM,MA02453
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    SHANNON LABARRE
    701 WILKINS GLEN ROAD
    MEDFIELD,MA02052
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    KATE MCCARTHY
    97 PLYMOUTH DRIVE APT LD
    NORWOOD,MA02062
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    SHANEL SAILSMAN
    SO LINDEN STREET APT 3C
    WELLESLEY,MA02482
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    PRABHA THAPA CHAPAGAI
    C/O MS CHRISTINA FONSECA DCF 30
    MYSTIC STREET DCF 30 MYSTIC STREET
    ARLINGTON,MA02474
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    ELSA VILLAGRAN
    C/O EMILY ARAI DCF 30 MYSTIC STREET
    DCF 30 MYSTIC STREET
    ARLINGTON,MA02474
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    AMY ARNOLD
    4 LEIGHTON COURT APT 2
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    HEIDI AYER
    33 BROUGHTON ROAD
    MARBLEHEAD,MA01945
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    VINCIE CAISSE
    OA TAYLOR STREET
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    PETER CAMERON
    PO BOX 3112
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    DOROTHY CASTELLUCCI
    394 WASHINGTON STREET
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    ROXANNE DECARO
    4 LEIGHTON COURT APT 1
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    LANI DEJESUS
    3 SUMMIT STREET
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    JEAN ODGE
    16 RESERVOIR ROAD
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    SANDY STILLMAN
    34 COBBLESTONE LANE
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    SYLVIA STILLMAN
    34 COBBLESTONE LANE
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    ROXANNE TIERI
    42 CENTENNIAL AVE
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    GLENN WILLIAMS
    26 WARNER STREET
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    LOIS WILLIAMS
    2S FERNALD STREET
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    SHEILA BROWN
    8 BECKER LANE
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    DARCY DOUCETTE
    1017 THE HEIGHTS AT CAPE ANN
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    SUSIE FAVAZZA
    99 PROSPECT STREET APT 46
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    BILL FLYGARE
    35 TAYLOR STREET APT 1
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    JEANETTE FOURNIER
    6 BEACON STREET
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    MARGARET HILTON
    88 PLEASANT STREET APT 112
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    KATHIE MCELWAIN
    4 WILLOW STREET
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    WALTER MURPHY
    48 HARRISON AVENUE
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    GERRY NOBLE-CRONIN
    88 PLEASANT STREET APT 109
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    BRENDA RICHARD
    807 THE HEIGHTS AT CAPE ANN
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    MILDRED STACY
    8 BECKER LANE
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    DAVID WILLIAMS
    30 ATLANTIC STREET
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    WENDY ANTRIM
    106 THE HEIGHTS
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    JOHN BORGES
    6 COBBLESTONE LANE
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    JANELLE BRINK
    170 EAST MAIN STREET APT 2
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    DAVID & JACQUELINE BROBERG
    130 ESSEX STREET BOX 36-B
    SOUTH HAMILTON,MA01982
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    EMILY CAREN
    16 MAGNOLIA AVENUE 17
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    JOHN CASTELLUCCIO
    6 BENNETT STREET APT 1
    BEVERLY,MA01915
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    LISA CATELUCCI
    394 WASHINGTON STREET
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    KATHY CHAPMAN
    174 EAST MAIN STREET
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    MIKE DECOSTE
    248 EAST MAIN STREET
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    SHARON DESISTO
    C/O CCEG 7 CHAPEL STREET
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    VALERIE OURSO
    67 MIDDLE STREET
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    BROOKE FRYER
    38 BARTLETT STREET
    BEVERLY,MA01915
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    ROXY HOLSCHER NILSSON
    157 WESTERN AVENUE
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    TRICIA & JESS JOLES
    130 ESSEX STREET 182 A
    SOUTH HAMILTON,MA01982
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    SANDY & AJ JONES
    1GRANITE COURT
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    PEGGY LYMAN
    12 HOWARD STREET
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    JOAN MOYNIHAN
    C/O CCEG 7 CHAPEL STREET
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    MATT NILAN
    C/O GORDAN COLLEGE 255 GRAPEVINE
    ROAD
    WENHAM,MA01982
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    ANDREW & JENNA SHAW
    13 BAILEY AVENUE APT 2
    BEVERLY,MA01915
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    GIOVANNA TORRES
    132 EAST MAIN STREET
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    JANET ARMSTRONG
    226 LINDEN STREET
    WELLESLEY,MA02482
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    CAROL COPELAND
    27 MARATHON STREET
    ARLINGTON,MA02474
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    BARBARA PATENAUDE
    10 NIMITZ CIRCLE
    NATICK,MA01760
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    MARILYN ANDRY
    56 DALE STREET
    ROXBURY,MA02119
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    CATHLEEN BROWN
    41 DALE STREET
    ROXBURY,MA02119
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    EJ BROWN
    41 DALE STREET
    ROXBURY,MA02119
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    NIA BROWN
    41 DALE STREET
    ROXBURY,MA02119
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    DOGLAS BURRELL
    56 DALE STREET
    ROXBURY,MA02119
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    TALIA CREARY
    19 FRENCH STREET
    MATTAPAN,MA02126
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    ROBBIN DANIELS
    121 BEINE ROAD
    HYDE PARK,MA02136
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    RIGEMARK GREEN
    80 WOOD AVENUE
    HYDE PARK,MA02136
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    ANDREE SMITH
    130 LUCERNE STREET UNIT C
    BOSTON,MA02124
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    DELLANDRE SMITH
    130 LUCERNE STREET UNIT C
    BOSTON,MA02124
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    ROBERT TAYLOR
    725 SHAWMUT AVE APT 602
    ROXBURY,MA02119
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    ELENA THOMPSON
    56 DALE STREET
    ROXBURY,MA02119
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    ASHLEY VILLARD
    19 RECOR ROAD
    MATTAPAN,MA02126
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    YVONNE YOUNG-DAVIS
    56 DALE STREET
    ROXBURY,MA02119
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    MARIE ARSENAULT
    86 BOWDOIN STREET
    WALTHAM,MA02451
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    FRED BLANKENSHIP
    226 MASSACHUSETTS AVENUE
    BOXBOROUGH,MA01719
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    LINDA CAIN
    143 COLBURN STREET
    WESTWOOD,MA02090
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    KATHY GIBSON
    HILLCREST VILLAGE 84 33 ROCKWOOD
    ROAD
    NORFOLK,MA02056
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    ERIC HANSON
    142 BACON STREET
    NATICK,MA01760
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    JACKIE LUNDELL
    30B CHAMBERS STREET
    NEEDHAM,MA02492
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    JERRY NELSON
    63 MYRTLE STREET
    NORFOLK,MA02056
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    MELANIE PALMER
    91 UNION STREET
    NATICK,MA01760
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    WALTER BAILEY
    51LAKE STREET APT 305
    WALTHAM,MA02451
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    FRANCISE GODARD
    17 WINTER STREET APT 7
    FITCHBURG,MA01420
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    IVY GROSETT
    45A CHARLES BANK WAY
    WALTHAM,MA02453
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    DAN LEARY
    41 HARDY POND ROAD
    WALTHAM,MA02451
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    DIANE MOORES
    66A HANSEN ROAD
    WALTHAM,MA02451
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    ED & KAREN MORAN
    8 DECAROLIS DRIVE
    TEWKSBURY,MA01876
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    JUDY OCCHIPINTI
    98 CHARLES RIVER ROAD APT C2
    WALTHAM,MA02453
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    CHRISTOPHER PHILLIPS-GREEN
    60 MIDDLESEX ROAD APT 7
    WALTHAM,MA02452
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    VIRJANIE POLICAPE
    61 HILLCREST STREET
    WALTHAM,MA02451
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    JEAN RUDENAUER
    1 REPTON PLACE 1317
    WATERTOWN,MA02472
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    DOTTY RYAN
    1 REPTON PLACE 1317
    WATERTOWN,MA02472
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    BRANDELYN BURNHAM
    3 HERITAGE DRIVE
    SALEM,MA01970
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    NICK LAGRASSA
    18 ROUNDY STREET
    BEVERLY,MA01915
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    FRANK ABBOTT
    211 EAST MAIN STREET
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    DAVID RUBEN
    11CHESTNUT STREET UNIT7
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    SARAH SAWYER
    409 HEIGHTS AT CAPE ANN
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    JENEFRY SPENSER
    C/O THE GRACE CENTER 10 CHURCH
    STREET
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    MARY ELLEN STEPHENS
    19A PERKINS STREET
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    ANN STRACCIA
    31 LINCOLN PARK
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    LOIS CROWLEY
    99 PROSPECT STREET APT 15
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    DEB DOOLEY
    384 SUMMER STREET APT 6
    MANCHESTER,MA01944
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    DONALD DUNBAR
    42 AGAWAN VILLAGE
    IPSWICH,MA01938
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    MICHAEL FRANCIS
    4 SARGENT STREET EXT
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    STEVEN GERMAIN
    23 MOUNT VERNON STREET APT R
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    ANDY GONZALES
    37 CLEVELAND STREET 2ND FLOOR
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    GERI HILTON
    91FRIEND STREET APT 2R
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    LOIS BETH KERR
    17 CLEVELAND PLACE UNIT 18
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    CATHY KIRBY
    5 CLEVELAND PLACE
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    LINDA LACHOWICZ
    99 PROSPECT STREET 53
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    RONALD LEMAY
    56 NEWBURYPORT TURNPIKE
    ROWLEY,MA01969
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    JOSHUA NOCHELLA
    13 RUSSELL AVENUE
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    DANEEN RUSSELL
    30 PERKINS STREET
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    SHANNON STRAUBE
    5 BEVERLY COMMONS DRIVE
    BEVERLY,MA01915
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    VICTORIA WALTON
    1WEBSTER STREET APT 2L
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    CHARIET ALLSHOUSE
    19 BROOKS MEADOW CIRCLE
    FRAMINGHAM,MA01701
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    MARCY DORNA
    16 DICKSON LANE
    WESTON,MA02493
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    NANCY GERBER
    60 WINTHROP STREET
    FRAMINGHAM,MA01702
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    DEBBIE LAMBRECHT
    618 GROVE STREET
    FRAMINGHAM,MA01701
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    LOIS SHOWALTER
    1900 BEACON STREET
    BROOKLINE,MA02445
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    MARIANNE SMITH
    16 PLEASANT STREET
    WELLESLEY,MA02482
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    MICHELLE STRATTON
    428 BROADWAY
    RAYNHAM,MA02767
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    NANCY STRATTON
    145 CENTRAL STREET
    SOUTH EASTON,MA02375
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    KAREN THOMPSON
    106 MAIN STREET APT 301
    WAYLAND,MA01778
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    AMY YAFANG TSAO
    10 THIRD STREET APT 2
    NATICK,MA01760
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    SAL AIELLO
    176 THATCHER ROAD
    ROCKPORT,MA01966
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    DAVID CANTANZARO
    19 DESMOND AVE UNIT E
    MANCHESTER,MA01944
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    GLEN DECKART
    19 LANGSFORD STREET
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    MARION HASELGARAD
    12 NORTH KILBY STREET
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    ROBERT JOHNSEN
    317 WASHINGTON STREET
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    JONATHAN LOVELACE
    152 ATLANTIC AVENUE
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    HEIDI MARQUES
    4 GEE AVE
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    DAN MARTIN
    36 CHERRY STREET
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    SUSAN ORLEANS
    16 BUTTERNUT LANE
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    DYLAN SNELL
    24 MANSFIELD STREET
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    TYNE CAVANAUGH
    6 PARKER STREET
    ROCKPORT,MA01966
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    JANE EDWARDS
    94 R MAIN STREET
    ROCKPORT,MA01966
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    FELICIA PISTENMAA PASTAGAL
    1BARKER AVENUE
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    NANCY ANDERSON
    94 CENTENNIAL AVE
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    BEVERLY HARLOFF
    3 COLONIAL STREET
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    BRIAN JOHNSON
    8 MACOMBER STREET
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    JENNIFER BENOIT
    5 ANITA ROAD
    PEABODY,MA01960
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    KATHLEEN BRAZIER
    96 PROSPECT STREET
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    JOHN CAUGHEY
    5 MONROE STREET
    AMESBURY,MA01913
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    SALLY DUMAS
    9 ALLEN STREET
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    BRUCE INGERSOLL
    17 HAWTHORNE ROAD
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    ED KIENA
    90 EAST MAIN STREET
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    JOANNE MURPHY
    220 CONANT STREET APT 320
    DANVERS,MA01923
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    RICHARD OAKES
    99 PROSPECT STREET APT 32
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    KIMBERLY TATTERFIELD
    19B STONE STREET
    DANVERS,MA01923
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    CARMEN CHICO
    1OA ROSE KENNEDY LANE
    FRAMINGHAM,MA01701
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    MABEL EDWARDS
    505 WASHINGTON STREET APT A
    WELLESLEY,MA02482
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    DAVID HUNTER
    1105 LEXINGTON ST UNIT 8-1
    WALTHAM,MA02452
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    PAM STAZESKY
    4 CABOT COURT
    NEWTONVILLE,MA02460
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY. 650
    Total .................................bullet 3a 193,850
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 15  
    4 Dividends and interest from securities....     14 147,182  
    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 ............
        18 -18,674  
    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).. 0 128,523 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    128,523
    (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 (2018)
    Form 990-PF (2018)
    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 (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    BABSON-WEBBER-MUSTARD FUND
     
    C/O JUDITH RHOME TRUSTEE
    EIN:
    04-2307820
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 2,760 0   2,760

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    BABSON-WEBBER-MUSTARD FUND
     
    C/O JUDITH RHOME TRUSTEE
    EIN:
    04-2307820
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EQUITIES 1,581,303 1,581,303

    TY 2018 InvestmentsOtherSchedule2
    Name:
    BABSON-WEBBER-MUSTARD FUND
     
    C/O JUDITH RHOME TRUSTEE
    EIN:
    04-2307820
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS FMV 1,693,348 1,693,348
    EXCHANGE TRADED PRODUCTS FMV 895,131 895,131

    TY 2018 OtherAssetsSchedule
    Name:
    BABSON-WEBBER-MUSTARD FUND
     
    C/O JUDITH RHOME TRUSTEE
    EIN:
    04-2307820
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    INTEREST RECIEVABLE 745 745 745


    TY 2018 OtherDecreasesSchedule
    Name:
    BABSON-WEBBER-MUSTARD FUND
     
    C/O JUDITH RHOME TRUSTEE
    EIN:
    04-2307820
    Description Amount
    UNREALIZED LOSS 432,753


    TY 2018 OtherExpensesSchedule
    Name:
    BABSON-WEBBER-MUSTARD FUND
     
    C/O JUDITH RHOME TRUSTEE
    EIN:
    04-2307820
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SUPPLIES 6,945 0   6,945
    OFFICE EXPENSE 859 0   859
    MA FORM PC 70 0   70
    POSTAGE 1,040 0   1,040


    TY 2018 OtherLiabilitiesSchedule
    Name:
    BABSON-WEBBER-MUSTARD FUND
     
    C/O JUDITH RHOME TRUSTEE
    EIN:
    04-2307820
    Description Beginning of Year - Book Value End of Year - Book Value
    OVERDRAFT LOAN 0 -17


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    BABSON-WEBBER-MUSTARD FUND
     
    C/O JUDITH RHOME TRUSTEE
    EIN:
    04-2307820
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVISOR FEE 30,174 30,174   0
    BANK SERVICE CHARGES 244 244   0


    TY 2018 TaxesSchedule
    Name:
    BABSON-WEBBER-MUSTARD FUND
     
    C/O JUDITH RHOME TRUSTEE
    EIN:
    04-2307820
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 13,007 0   0
    FOREIGN TAX 1,203 1,203   0