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
THE DWYER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)9 GINA WAY
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOXFORD, MA019212732
A Employer identification number

27-4292722
B Telephone number (see instructions)

(978) 887-2636
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$2,947,769
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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 976 976  
4 Dividends and interest from securities... 91,927 91,927  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 67,753
b Gross sales price for all assets on line 6a 573,610
7 Capital gain net income (from Part IV, line 2)... 67,753
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........ 160,656 160,656  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 6,000 6,000   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 679 679   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 18,639 18,639   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 25,318 25,318   0
25 Contributions, gifts, grants paid....... 172,975 172,975
26 Total expenses and disbursements. Add lines 24 and 25 198,293 25,318   172,975
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -37,637
b Net investment income (if negative, enter -0-) 135,338
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......... 98,396 77,765 77,765
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).......      
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).......... 2,795,002 Click to see attachment2,777,996 2,870,004
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) 2,893,398 2,855,761 2,947,769
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 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 2,893,398 2,855,761
30 Total net assets or fund balances (see instructions)..... 2,893,398 2,855,761
31 Total liabilities and net assets/fund balances (see instructions). 2,893,398 2,855,761
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
2,893,398
2
Enter amount from Part I, line 27a .....................
2
-37,637
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,855,761
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 30 .
6
2,855,761
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 AIA GROUP LIMITED SPONSORED ADR CMN SERIES   2014-10-14 2018-12-17
b AIA GROUP LIMITED SPONSORED ADR CMN SERIES   2013-11-22 2018-12-17
c FRESENIUS MEDICAL CARE AG & CO KGAA SPONSORED ADR CMN   2016-07-18 2018-12-17
d FRESENIUS MEDICAL CARE AG & CO KGAA SPONSORED ADR CMN   2013-11-22 2018-12-17
e NUVEEN SYMPHONY FLOATING RATE INCOME FUND I   2018-10-31 2018-12-14
NUVEEN SYMPHONY FLOATING RATE INCOME FUND I   2018-09-28 2018-12-14
NUVEEN SYMPHONY FLOATING RATE INCOME FUND I   2018-08-31 2018-12-14
NUVEEN SYMPHONY FLOATING RATE INCOME FUND I   2018-07-31 2018-12-14
NUVEEN SYMPHONY FLOATING RATE INCOME FUND I   2018-04-30 2018-12-14
NUVEEN SYMPHONY FLOATING RATE INCOME FUND I   2018-03-29 2018-12-14
NUVEEN SYMPHONY FLOATING RATE INCOME FUND I   2018-02-28 2018-12-14
NUVEEN SYMPHONY FLOATING RATE INCOME FUND I   2018-01-31 2018-12-14
NUVEEN SYMPHONY FLOATING RATE INCOME FUND I   2017-12-29 2018-12-14
NUVEEN SYMPHONY FLOATING RATE INCOME FUND I   2017-03-01 2018-12-14
NUVEEN SYMPHONY FLOATING RATE INCOME FUND I   2017-02-28 2018-12-14
NUVEEN SYMPHONY FLOATING RATE INCOME FUND I   2017-02-01 2018-12-14
NUVEEN SYMPHONY FLOATING RATE INCOME FUND I   2017-02-01 2018-12-14
UNITED TECHNOLOGIES CORPORATIO CMN   2017-12-20 2018-11-29
UNITED TECHNOLOGIES CORPORATIO CMN   2017-11-15 2018-11-29
BBA AVIATION PLC UNSPONSORED ADR CMN   2016-06-27 2018-11-26
BBA AVIATION PLC UNSPONSORED ADR CMN   2016-06-27 2018-11-23
CSL LIMITED SPONSORED ADR CMN   2013-11-22 2018-11-23
BBA AVIATION PLC UNSPONSORED ADR CMN   2016-06-27 2018-11-21
COCA-COLA COMPANY (THE) CMN   2017-03-27 2018-11-20
COCA-COLA COMPANY (THE) CMN   2016-01-26 2018-11-20
COCA-COLA COMPANY (THE) CMN   2015-11-12 2018-11-20
COCA-COLA COMPANY (THE) CMN   2015-09-22 2018-11-20
COCA-COLA COMPANY (THE) CMN   2015-09-21 2018-11-20
KROGER COMPANY CMN   2018-04-20 2018-11-20
AIR LIQUIDE ADR ADR CMN   2013-11-22 2018-11-16
GENERAL MOTORS COMPANY CMN   2017-03-20 2018-11-09
GENERAL MOTORS COMPANY CMN   2016-11-14 2018-11-09
MICROSOFT CORPORATION CMN   2013-11-22 2018-11-09
RESIDEO TECHNOLOGIES INC. CMN   2018-10-04 2018-11-02
RESIDEO TECHNOLOGIES INC. CMN   2016-04-11 2018-11-02
RESIDEO TECHNOLOGIES INC. CMN   2016-01-26 2018-11-02
DAITO TR CONSTR CO LTD SPONSORED ADR CMN   2018-01-04 2018-10-30
DASSAULT SYSTEMES SPONSORED ADR CMN   2013-11-22 2018-10-30
WPP PLC ADR CMN   2013-11-22 2018-10-30
WPP PLC ADR CMN   2013-11-22 2018-10-29
FIRST HORIZON NATIONAL CORPORA CMN   2018-03-02 2018-10-23
BANK OZK CMN   2018-04-03 2018-10-22
BANK OZK CMN   2018-04-03 2018-10-19
ABBOTT LABORATORIES CMN   2016-01-26 2018-10-15
APPLE INC. CMN   2013-11-22 2018-10-15
AT&T INC. CMN   2013-11-22 2018-10-15
BP P.L.C. SPONSORED ADR CMN   2016-03-07 2018-10-15
CISCO SYSTEMS, INC. CMN   2016-01-26 2018-10-15
COCA-COLA COMPANY (THE) CMN   2015-09-21 2018-10-15
ECOLAB INC. CMN   2018-05-03 2018-10-15
ELI LILLY & CO CMN   2016-06-27 2018-10-15
EXXON MOBIL CORPORATION CMN   2013-11-22 2018-10-15
FIRST HORIZON NATIONAL CORPORA CMN   2018-03-02 2018-10-15
GENERAL MOTORS COMPANY CMN   2016-11-14 2018-10-15
JOHNSON & JOHNSON CMN   2018-10-11 2018-10-15
JPMORGAN CHASE & CO CMN   2016-01-26 2018-10-15
LAS VEGAS SANDS CORP. CMN   2017-11-08 2018-10-15
MC DONALDS CORP CMN   2016-04-11 2018-10-15
MEDTRONIC PUBLIC LIMITED COMPA CMN   2017-12-04 2018-10-15
MERCK & CO., INC. CMN   2016-01-26 2018-10-15
MICROSOFT CORPORATION CMN   2013-11-22 2018-10-15
NORTHERN TRUST CORP CMN   2018-02-23 2018-10-15
REPUBLIC SERVICES INC CMN   2018-02-23 2018-10-15
TEXAS INSTRUMENTS INC. CMN   2017-08-22 2018-10-15
THE TRAVELERS COMPANIES, INC CMN   2018-03-02 2018-10-15
UNION PACIFIC CORP. CMN   2016-03-07 2018-10-15
XCEL ENERGY INC. CMN   2018-05-07 2018-10-15
EATON VANCE GROUP EATON VANCE INCM FD OF BOSTON MUTUAL FUND CLASS I SHARES   2013-11-21 2018-10-12
PFIZER INC. CMN   2018-01-26 2018-10-11
PFIZER INC. CMN   2018-01-26 2018-10-11
PFIZER INC. CMN   2016-01-26 2018-10-11
PFIZER INC. CMN   2014-09-04 2018-10-11
ABBOTT LABORATORIES CMN   2016-01-26 2018-10-04
ABBOTT LABORATORIES CMN   2015-09-21 2018-10-04
GARRETT MOTION INC. CMN   2016-04-11 2018-10-04
GARRETT MOTION INC. CMN   2016-01-26 2018-10-04
PFIZER INC. CMN   2014-09-04 2018-10-04
PFIZER INC. CMN   2013-11-22 2018-10-04
GS TACTICAL TILT OVERLAY FUND CLASS P   2017-02-03 2018-09-27
SYSMEX CORPORATION ADR CMN   2013-11-22 2018-09-14
SOCIETE GENERALE LINKED TO BASKET OF INDICES UPSIDE LEVERED CAPPED W BUFFER   2016-08-17 2018-08-22
SOCIETE GENERALE LINKED TO EURO STOXX 50 PR CNTNGNT CPN W BUFFER STRUCTURED   2016-08-17 2018-08-22
ISHARES RUSSELL 2000 VALUE ETF   2013-11-21 2018-07-03
SPDR DJ WILSHIRE GLOBAL REAL ESTATE ETF EXCHANGE TRADED FUND   2013-11-21 2018-07-03
ORACLE CORPORATION CMN   2017-02-01 2018-06-20
ORACLE CORPORATION CMN   2017-01-19 2018-06-20
NUVEEN SYMPHONY FLOATING RATE INCOME FUND I   2017-02-01 2018-06-01
DASSAULT SYSTEMES SPONSORED ADR CMN   2013-11-22 2018-05-16
SHIRE LIMITED SPONSORED ADR CMN   2017-07-26 2018-05-11
SHIRE LIMITED SPONSORED ADR CMN   2017-05-18 2018-05-11
SHIRE LIMITED SPONSORED ADR CMN   2017-05-18 2018-05-10
SHIRE LIMITED SPONSORED ADR CMN   2016-11-23 2018-05-10
ABBOTT LABORATORIES CMN   2015-09-21 2018-05-09
ALTRIA GROUP, INC. CMN   2017-02-01 2018-05-09
APPLE INC. CMN   2013-11-22 2018-05-09
AT&T INC. CMN   2013-11-22 2018-05-09
BANK OF AMERICA CORP CMN   2016-08-16 2018-05-09
BP P.L.C. SPONSORED ADR CMN   2016-03-07 2018-05-09
CISCO SYSTEMS, INC. CMN   2016-01-26 2018-05-09
COCA-COLA COMPANY (THE) CMN   2015-09-21 2018-05-09
DOWDUPONT INC. CMN   2013-11-22 2018-05-09
DUNKIN BRANDS GROUP INC CMN   2017-08-22 2018-05-09
ELI LILLY & CO CMN   2016-06-27 2018-05-09
EXXON MOBIL CORPORATION CMN   2013-11-22 2018-05-09
JPMORGAN CHASE & CO CMN   2016-01-26 2018-05-09
KROGER COMPANY CMN   2018-04-20 2018-05-09
MC DONALDS CORP CMN   2016-04-11 2018-05-09
MEDTRONIC PUBLIC LIMITED COMPA CMN   2017-12-04 2018-05-09
MICROSOFT CORPORATION CMN   2013-11-22 2018-05-09
ORACLE CORPORATION CMN   2017-01-19 2018-05-09
PFIZER INC. CMN   2013-11-22 2018-05-09
PHILIP MORRIS INTL INC CMN   2013-11-22 2018-05-09
PINNACLE WEST CAPITAL CORP CMN   2017-10-16 2018-05-09
SPDR S&P BANK ETF   2013-11-21 2018-05-09
SUNTRUST BANKS INC CMN   2018-02-06 2018-05-09
TEXAS INSTRUMENTS INC. CMN   2017-08-22 2018-05-09
UNION PACIFIC CORP. CMN   2016-03-07 2018-05-09
UNITED TECHNOLOGIES CORPORATIO CMN   2017-11-15 2018-05-09
UNITEDHEALTH GROUP INCORPORATE CMN   2018-01-26 2018-05-09
VERIZON COMMUNICATIONS, INC. CMN   2014-02-24 2018-05-09
FIRSTENERGY CORP. CMN   2017-10-16 2018-05-07
EMERSON ELECTRIC CO. CMN   2017-04-24 2018-05-03
EMERSON ELECTRIC CO. CMN   2017-02-26 2018-05-03
TURKIYE GARANTI BANKASI AS GDS CMN   2013-11-22 2018-04-26
COLGATE-PALMOLIVE CO CMN   2017-08-22 2018-04-20
DISCOVER FINANCIAL SERVICES CMN   2017-11-08 2018-04-03
METLIFE, INC. CMN   2017-08-28 2018-03-02
METLIFE, INC. CMN   2016-08-16 2018-03-02
WELLS FARGO & CO (NEW) CMN   2016-10-12 2018-03-02
WELLS FARGO & CO (NEW) CMN   2016-10-06 2018-03-02
NASPERS LTD SPONSORED ADR CMN   2015-06-30 2018-02-23
PROCTER & GAMBLE COMPANY (THE) CMN   2016-01-26 2018-02-23
WELLS FARGO & CO (NEW) CMN   2016-10-06 2018-02-23
WELLS FARGO & CO (NEW) CMN   2016-08-23 2018-02-23
WELLS FARGO & CO (NEW) CMN   2016-08-22 2018-02-23
SAP SE (SPON ADR)   2013-11-22 2018-02-21
METLIFE, INC. CMN   2016-08-16 2018-02-06
WELLS FARGO & CO (NEW) CMN   2016-08-22 2018-02-06
WELLS FARGO & CO (NEW) CMN   2016-01-26 2018-02-06
WELLS FARGO & CO (NEW) CMN   2015-11-12 2018-02-06
MITSUBISHI ESTATE LTD ADR ADR CMN   2013-11-22 2018-01-04
CAPITAL GAINS DIVIDENDS 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 682   452 230
b 584   365 219
c 570   747 -177
d 1,576   1,524 52
e 325   334 -9
322   332 -10
306   316 -10
305   315 -10
373   385 -12
372   383 -11
370   382 -12
368   380 -12
368   379 -11
315   328 -13
334   351 -17
375   392 -17
20,867   21,821 -954
9,575   10,021 -446
9,696   9,409 287
263   229 34
60   54 6
1,980   934 1,046
255   229 26
7,826   6,670 1,156
25,409   21,797 3,612
4,804   4,047 757
4,210   3,287 923
1,981   1,566 415
24,196   19,925 4,271
2,084   2,005 79
5,140   5,241 -101
6,522   6,154 368
9,856   3,377 6,479
239   331 -92
282   245 37
130   107 23
896   1,413 -517
1,202   581 621
900   1,779 -879
110   222 -112
8,257   10,467 -2,210
2,242   4,090 -1,848
2,026   3,805 -1,779
416   241 175
879   297 582
488   529 -41
402   284 118
677   356 321
541   470 71
443   433 10
558   369 189
651   758 -107
338   411 -73
453   468 -15
539   539 0
537   284 253
337   407 -70
493   384 109
378   323 55
700   514 186
763   263 500
495   528 -33
638   594 44
501   404 97
373   415 -42
458   243 215
622   600 22
25,000   26,941 -1,941
6,852   6,127 725
5,215   4,713 502
27,581   19,526 8,055
1,939   1,324 615
9,243   5,180 4,063
1,863   1,123 740
114   92 22
65   40 25
7,799   5,149 2,650
3,387   2,438 949
10,000   9,889 111
834   318 516
18,621   15,000 3,621
17,760   15,000 2,760
3,986   2,889 1,097
10,101   8,891 1,210
9,653   8,917 736
11,937   10,858 1,079
20,000   20,285 -285
1,556   697 859
658   675 -17
494   570 -76
328   380 -52
1,148   1,207 -59
1,127   821 306
505   646 -141
1,682   669 1,013
1,035   1,164 -129
584   285 299
890   601 289
1,333   688 645
1,256   1,174 82
594   409 185
641   535 106
795   739 56
1,361   1,612 -251
1,021   511 510
537   537 0
1,314   1,023 291
504   484 20
1,450   563 887
744   627 117
1,236   1,123 113
1,318   1,390 -72
617   697 -80
25,850   16,979 8,871
619   616 3
967   727 240
840   486 354
492   470 22
457   494 -37
1,062   1,107 -45
15,721   14,902 819
10,990   9,702 1,288
5,933   6,038 -105
1,048   1,803 -755
22,492   23,711 -1,219
7,817   7,396 421
3,087   3,241 -154
11,123   8,876 2,247
6,685   5,352 1,333
3,999   3,169 830
348   189 159
17,170   16,876 294
995   770 225
10,304   8,571 1,733
3,747   3,108 639
832   656 176
12,987   10,362 2,625
2,273   1,943 330
10,909   9,283 1,626
5,625   5,494 131
1,086   1,724 -638
241     241
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       230
b       219
c       -177
d       52
e       -9
      -10
      -10
      -10
      -12
      -11
      -12
      -12
      -11
      -13
      -17
      -17
      -954
      -446
      287
      34
      6
      1,046
      26
      1,156
      3,612
      757
      923
      415
      4,271
      79
      -101
      368
      6,479
      -92
      37
      23
      -517
      621
      -879
      -112
      -2,210
      -1,848
      -1,779
      175
      582
      -41
      118
      321
      71
      10
      189
      -107
      -73
      -15
      0
      253
      -70
      109
      55
      186
      500
      -33
      44
      97
      -42
      215
      22
      -1,941
      725
      502
      8,055
      615
      4,063
      740
      22
      25
      2,650
      949
      111
      516
      3,621
      2,760
      1,097
      1,210
      736
      1,079
      -285
      859
      -17
      -76
      -52
      -59
      306
      -141
      1,013
      -129
      299
      289
      645
      82
      185
      106
      56
      -251
      510
      0
      291
      20
      887
      117
      113
      -72
      -80
      8,871
      3
      240
      354
      22
      -37
      -45
      819
      1,288
      -105
      -755
      -1,219
      421
      -154
      2,247
      1,333
      830
      159
      294
      225
      1,733
      639
      176
      2,625
      330
      1,626
      131
      -638
      241
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 67,753
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 186,787 3,133,544 0.059609
2016 173,194 3,056,428 0.056665
2015 178,018 3,186,910 0.055859
2014 159,599 3,323,667 0.048019
2013 157,602 3,336,109 0.047241
2
Total of line 1, column (d) .....................
2
0.267393
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
0.053479
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
3,135,931
5
Multiply line 4 by line 3......................
5
167,706
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,353
7
Add lines 5 and 6........................
7
169,059
8
Enter qualifying distributions from Part XII, line 4,.............
8
172,975
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 1,353
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 1,353
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 1,353
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 3,233
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 3,233
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 1,880
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet1,880 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 ofbulletWILLIAM E DWYER III & CHRISTINE M DWYER Telephone no.bullet (978) 887-2636

    Located atbullet9 GINA WAYBOXFORDMA ZIP+4bullet01921
    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
     
     
    ........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
    WILLIAM E DWYER III TRUSTEE
    1.00
    0 0 0
    9 GINA WAY
    BOXFORD,MA01921
    CHRISTINE M DWYER TRUSTEE
    1.00
    0 0 0
    9 GINA WAY
    BOXFORD,MA01921
    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
    3,127,096
    b
    Average of monthly cash balances.......................
    1b
    56,590
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,183,686
    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
    3,183,686
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    47,755
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,135,931
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    156,797
    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
    156,797
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    1,353
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,353
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    155,444
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    155,444
    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
    155,444
    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
    172,975
    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
    172,975
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    1,353
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    171,622
    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 7 155,444
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    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...... 16,835
    e From 2017...... 31,796
    fTotal of lines 3a through e........ 48,631
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 172,975
    a Applied to 2017, 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 2018 distributable amount..... 155,444
    e Remaining amount distributed out of corpus 17,531
    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 66,162
    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 ..........
    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 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 ......
    66,162
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016.... 16,835
    d Excess from 2017.... 31,796
    e Excess from 2018.... 17,531
    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).)
    WILLIAM E DWYER III
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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
    AARP
    1 BEACON STREET 2301
    BOSTON,MA02108
      PC TO SUPPORT MEDICAL RESEARCH 75
    ACE BAILEY CHILDREN'S FOUNDATION
    135 LANGDON ST 401
    PROVIDENCE,RI02904
      PC TO SUPPORT HOSPITALIZED CHILDREN THROUGH THE BUILDING AND RENOVATION OF HOSPITAL ENVIRONMENTS THAT IMPROVE THE FAMILYT-CENTERED AND SOFTER SIDE OF HOSPITAL CARE 2,000
    ALZHEIMERS ASSOCIATION
    480 PLEASANT ST
    WATERTOWN,MA02472
      PC TO SUPPORT ALZHEIMERS RESEARCH 100
    AMERICAN CANCER SOCIETY
    250 WILLIAMS ST NW
    ATLANTA,GA30303
      PC TO SUPPORT CANCER RESEARCH 100
    AMERICAN HEART ASSOCIATION
    7272 GREENVILLE AVE
    DALLAS,TX752314596
      PC TO SUPPORT MEDICAL RESERACH FOR HEART DISEASE. 100
    AMERICAN RED CROSS
    431 18TH STREET NW
    WASHINGTON,DC20006
      PC TO SUPPORT AN ORGANIZATION THAT PREVENTS AND ALLEVIATES HUMAN SUFFERING IN THE FACE OF EMERGENCIES BY MOBILIZING THE POWER OF VOLUNTEERS AND THE GENEROSITY OF DONORS. 100
    BIG BROTHERS BIG SISTERS OF MASSACHUSETTS BAY
    75 FEDERAL STREET 8TH FLOOR
    BOSTON,MA02110
      PC TO SUPPORT YOUTH MENTORING 53,750
    BOSTON COLLEGE
    140 COMMONWEALTH AVE
    CHESTNUT HILL,MA02467
      PC TO SUPPORT EDUCATIONAL, RELIGIOUS, MENTORING AND GENERAL SUPPORT FOR BOSTON COLLEGE. 20,000
    BOSTON POLICE ATHLETIC LEAGUE
    1483 TREMONT STREET
    BOSTON,MA02120
      PC TO SUPPORT BOSTON CHILDREN. 10,000
    BOXFORD TRAILS ASSOCIATIONBOXFORD OPEN LAND TRUST
    7 ELM STREET
    BOXFORD,MA01921
      PC TO PRESERVE AND PROTECT BOXFORD'S ENVIRONMEN 100
    BRADY CENTER TO PREVENT GUN VOILENCE
    840 FIRST S NE SUITE 400
    WASHINGTON,DC20002
      PC TO ADVOCATE FOR GUN CONTROL AND AGAINST GUN VIOLENCE 100
    BROOKWOOD SCHOOL
    1 BROOKWOOD RD
    MANCHESTER BY THE SEA,MA01944
      PC TO SUPPORT EDUCATION AND PROGRAMS 200
    CURE S M A
    925 BUSSE RD
    ELK GROVE,IL60007
      PC TO SUPPORT MEDICAL RESEARCH 100
    CYSTIC FIBROSIS FOUNDATION
    6931 ARLINGTON RD 2ND FL
    BATHESDA,MD20814
      PC MEDICAL RESERACH TO FIND A CURE FOR PEOPLE WITH CYCSTIC FIBROSIS 2,000
    EQUINE RESCUE NETWORK
    370 MIDDLETON RD
    MIDDLETON,MA01949
      PC NETWORK FO ADVOCATES WORKING TOGETHER TO HELP SLAUGHTER-BOUND, NEGLECTED, ABANDONED, LOST/STOLEN/MISSING HORSES IN THE USA 200
    ESPERANZA ACADEMY INC
    198 GARDEN ST
    LAWRENCE,MA01840
      PC PRIMARY EDUCATION SUPPORT INCLUDING SCHOLARSHIPS AND OTHER ASSISTANCE 38,900
    ESSEX COUNTY COMMUNITY FOUNDATION
    175 ANDOVER ST
    DANVERS,MA01923
      PC TO STRENGTHEN THE COMMUNITIES OF ESSEX COUNTY BY PROMOTING PHILANTHROPY AND MANAGING ASSETS, MAKING GRANTS, AND ENGAGING IN STRATEGIC COMMUNITY LEADERSHIP 100
    FARMSTEADS OF NEW ENGLAND INC
    213 CENTER RD
    HILLSBORO,NH03244
      PC TO SUPPORT A FARMING COMMUNITY THAT EMPLOYS AUSTISTIC AND OTHER DEVELOPMENTAL INDIVIDUALS 100
    GIRLS SCOUTS OF EASTERN MASSACHUSETSS
    420 BOYLSTON ST SUITE 505
    BOSTON,MA02116
      PC TO ASSIST GIRLS TO BECOME LEADERS OF COURAGE, CONFIDENCE AND CHARACTER WHO MAKE THE WORLD A BETTER PLACE 100
    HELEN D'ALELIO FAMILY FOUNDATION
    430 SALEM ST
    MEDFORD,MA02155
      PC TO SUPPORT LOCAL COMMUNITY ORGANIZATIONS 500
    IES ABROAD
    33 WEST MUNROE ST STE 2300
    CHICAGO,IL60603
      PC TO SUPPORT STUDY PROGRAMS ABROAD FOR U.S. COLLEGE-AGED STUDENTS 5,000
    JOSLIN DIABETES CENTER
    1 JOSLIN PL
    BOSTON,MA02215
      PC TO SUPPORT DIABETES RESEARCH 100
    LEAUKEMIA & LYMPHOMA
    3 INTERNATIONAL DRIVE SUITE 200
    RYE BROOK,NY10573
      PC TO SUPPORT A HEALTHY AGENCY DEDICATED TO BLOOD CANCER. 300
    MARYKNOLL SISTERS
    10 PINESBRIDGE ROAD
    OSSING,NY10562
      PC TO SUPPORT RELIGIOUS AND EDUCATIONAL PROGRAMS 300
    MASS EYE AND EAR INFIRMARY
    243 CHARLES ST
    BOSTON,MA02114
      PC TO SUPPORT VISION AND HEARING PROGRAMS, INCLUDING THE SCHEPENS EYE RESEARCH INSTITUTE, THE CENTER FOR HUMAN HEARING AND THE OCULAR GENOMICS INSTITUTE. 100
    MOTHERS AGAINST DRUNK DRIVING
    511 E JOHN CARPENTER FREEWAY STE
    700
    IRVING,TX75062
      PC TO SUPPORT THE FIGHT TO END DRUNK DRIVING, HELP FIGHT DRUGGED DRIVING, SUPPORT THE VICTIMS OF THESE VIOLENT CRIMES, AND PREVENT UNDERAGE DRINKING. 100
    MUSCULAR DISTROPHY ASSOCIATION
    PO BOX 97075
    WASHINGTON,DC200907075
      PC TO SUPPORT MUSCULAR DYSTROPHY RESEARCH 100
    NATIONAL MS SOCIAETY
    101A FIRST AVE
    WALTHAM,MA02451
      PC TO SUPPORT REASEARCH FOR MULTIPLE SCLEROSIS 500
    OUR LADY OF HOPE
    1 PINESWAMP ROAD
    IPSWICH,MA01938
      PC RELIGIOUS SUPPORT TO MEET GENERAL BUDGETARY NEEDS 6,000
    PAN MASS CHALLENGE
    77 FOURTH AVE
    NEEDHAM,MA02494
      PC TO SUPPORT CANCER RESEARCH 250
    SAUGUS LIONS CLUB
    PO BOX 1121
    SAUGUS,MA01906
      PC TO SUPPORT PEOPLE IN THE SAUGUS COMMUNITY 250
    SCHOLAR ATHLETE PROGRAM
    57 MAGAZINE ST
    ROXBURY,MA02119
      PC TO SUPPORT ACADEMIC ACHIEVEMENT THROUGH ATHLETICS 1,650
    SPECIAL OLYMPICS
    512 FOREST ST
    MALBOROUGH,MA01752
      PC TO SUPPORT ATHLETES WITH INTELLECTUAL DISABILITIES TO TRAIN AND COMPETE 100
    SPECTRUM NONPROFIT SERVICES
    1122 NORTH ASTOR ST
    MILWAUKEE,WI53202
      PC TO OFFER CONSULTING AND TRAINING SERVICES THAT EMPOWER ORGANIZATIONS TO MAKE STRATEGIC DECISIONS TO STRENGTHEN IMPACT IN THEIR COMMUNITIES 2,500
    THE CATHOLIC APPEAL
    66 BROOKS DR
    BRAINTREE,MA02184
      PC RELIGIOUS SUPPORT TO MEET GENERAL BUDGETARY NEEDS 1,000
    THE GOVERNOR'S ACADEMY
    1 ELM STREET
    BYFIELD,MA01922
      PC IMPROVEMENT IN EDUCATIONAL PROGRAMS AND DEVELOPMENT PROGRAMS FOR STUDENTS 25,300
    TRUSTEES OF PHILIPS ACADEMY
    180 MAIN ST
    ANDOVER,MA01810
      PC PRIMARY EDUCATION SUPPORT INCLUDING SCHOLARSHIPS AND OTHER ASSISTANCE 200
    UNCOMMON THREADS
    60 ISLAND ST
    LAWRENCE,MA01840
      PC TO BOOST WOMEN'S SELF-ESTEEM THROUGH THE POWER OF CLOTHES 500
    WGBH
    1 GUEST ST
    BOSTON,MA02135
      PC TO ENRICH PEOPLE'S LIVES THROUGH PROGRAMS AND SERVICES THAT EDUCATE, INSPIRE, AND ENTERTAIN, FOSTERING CITIZENSHIP AND CULTURE, THE JOY OF LEARNING AND THE POWER OF DIVERSE PERSPECTIVES 100
    Total .................................bullet 3a 172,975
    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 ...........
            976
    4 Dividends and interest from securities....         91,927
    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 ............
            67,753
    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 0 160,656
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    160,656
    (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.)
    3 NOT APPLICABLE
    4 NOT APPLICABLE
    8 NOT APPLICABLE
    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:
    THE DWYER FOUNDATION
    EIN:
    27-4292722
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 6,000 6,000   0

    TY 2018 InvestmentsOtherSchedule2
    Name:
    THE DWYER FOUNDATION
    EIN:
    27-4292722
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    GOLDMAN SACHS - GS EQ & FI AT COST 1,827,750 1,811,868
    GOLDMAN SACHS - GSAM EQ INC AT COST 833,123 935,695
    GOLDMAN SACHS - HARDING LOEVNER AT COST 117,123 122,441

    TY 2018 OtherExpensesSchedule
    Name:
    THE DWYER FOUNDATION
    EIN:
    27-4292722
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 18,580 18,580   0
    OTHER DEDUCTIONS 59 59   0


    TY 2018 TaxesSchedule
    Name:
    THE DWYER FOUNDATION
    EIN:
    27-4292722
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 644 644   0
    MA ANNUAL REPORT 35 35   0