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

04-2023566
B Telephone number (see instructions)

(617) 479-1795
C bullet
G Check all that apply:

D 1. 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$4,926,545J 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) 43,795
2 Check bullet.............
3 Interest on savings and temporary cash investments 1 1  
4 Dividends and interest from securities... 69,568 69,568  
5a Gross rents............ 9,600    
b Net rental income or (loss) -9,118
6a Net gain or (loss) from sale of assets not on line 10 127,339
b Gross sales price for all assets on line 6a 1,327,964
7 Capital gain net income (from Part IV, line 2)... 127,339
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........ 250,303 196,908  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 19,000 950   3,800
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 15,996 7,998    
c Other professional fees (attach schedule).... Click to see attachment 29,844 29,844    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,472 1,472    
19 Depreciation (attach schedule) and depletion... Click to see attachment 14,693    
20 Occupancy.............. 9,121     2,297
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 6,179 927   3,708
23 Other expenses (attach schedule)....... Click to see attachment 77,968 10,784   43,134
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 174,273 51,975   52,939
25 Contributions, gifts, grants paid....... 277,541 277,541
26 Total expenses and disbursements. Add lines 24 and 25 451,814 51,975   330,480
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -201,511
b Net investment income (if negative, enter -0-) 144,933
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............. 304,663 6,640 6,640
2 Savings and temporary cash investments......... 74,523 181,129 181,129
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.......... 10,500 1,500 1,500
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,702,755 Click to see attachment2,596,441 3,035,974
c Investments—corporate bonds (attach schedule)....... 944,099 Click to see attachment1,081,871 1,130,528
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet570,774
Less: accumulated depreciation (attach schedule) bullet394,279 188,752 Click to see attachment176,495 570,774
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,225,292 4,044,076 4,926,545
Liabilities 17 Accounts payable and accrued expenses.......... 3,759 2,878
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 attachment1,600 Click to see attachment20,340
23 Total liabilities (add lines 17 through 22)......... 5,359 23,218
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.................. 3,719,716 3,468,229
25 Temporarily restricted...............    
26 Permanently restricted............... 500,217 552,629
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 4,219,933 4,020,858
31 Total liabilities and net assets/fund balances (see instructions). 4,225,292 4,044,076
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
4,219,933
2
Enter amount from Part I, line 27a .....................
2
-201,511
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
2,436
4
Add lines 1, 2, and 3 ..........................
4
4,020,858
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
4,020,858
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 13,485.3 STATE STREET INSTL US GOVT P   2018-01-23
b 4,042SHS IPATH BLOOMBERG COMMODITY P   2018-11-14
c 22,702.04 SHS SSGA HIGH YIELD BOND P   2018-04-20
d 102,302.6SHS STATE ST INSTL US GOVT P   2018-11-15
e 25.893SHS ABERDEEN EMERGING MKTS P   2018-07-13
60.079SHS SSGA HIGH YIELD BD FD P   2018-01-11
203.88SHS STATE ST INSTL US GOVT P   2018-02-23
520SHS IPATH BLOOMBERG COMMODITY P   2018-11-09
2,580.911SHS SSGA HIGH YIELD BD FD P   2018-04-20
129.634 SHS TREASURY INFLATION PROT P   2018-11-13
1,829.88 STATE STREET INSTL US GOVT P   2018-02-23
1,130.031SHS PASSIVE BOND MKT P   2018-11-16
1,104.022SHS SSGA INTL STOCK SELECT P   2018-07-13
7,246.65SHS STATE ST INSTL US GOVT P   2018-12-24
20.015SHS ABERDEEN EMERGING MKTS P   2018-09-12
285.775SHS SSGA HIGH YIELD BD FD P   2018-04-20
184.38SHS STATE ST INSTL US GOVT P   2018-03-23
325.877 SHS PASSIVE BOND MKT P   2018-11-13
113.591SHS SSGA INTL STOCK SELECTION P   2018-07-13
1,610.9 STATE STREET INSTL US GOVT P   2018-03-23
320.887SHS S&P 500 COMMON TR FD P   2018-01-12
973.413SHS STATE STR INSTL FDS SM CP P   2018-05-22
169.46SHS STATE ST INSTL US GOVT P   2018-01-23
51SHS IPATH BLOOMBERG COMMODITY P   2018-11-14
12.953SHS SSGA INTL STOCK SELECTION P   2018-07-13
96.23SHS STATE ST INSTL US GOVT P   2018-04-23
21.722SHS S&P 500 COMMON TR FD P   2018-01-12
204.778SHS SSGA INTL STOCK SELECTION P   2018-11-09
827.4 STATE STREET INSTL US GOVT P   2018-04-23
85.355SHS S&P 500 COMMON TR FD P   2018-05-23
605.154SHS STATE STR INSTL FDS SM CP P   2018-08-27
22.05SHS STATE ST INSTL US GOVT P   2018-02-23
11.948SHS PASSIVE BOND MKT IDX P   2018-11-16
12.017SHS STATE STR INSTL FDS P   2018-05-22
87.1SHS STATE ST INSTL US GOVT P   2018-05-23
20.703SHS S&P 500 COMMON TR FD P   2018-08-28
60.087SHS STATE ST INSTL FDS P   2018-05-22
743.42 STATE STREET INSTL US GOVT P   2018-05-23
127.177SHS S&P 500 COMMON TR FD P   2018-08-28
34,419.17 SHS STATE ST INSTL US GOVT P   2018-01-12
20.14SHS STATE ST INSTL US GOVT P   2018-03-23
3.949SHS S&P 500 COMMON TR FD P   2018-01-12
7.949SHS STATE STR INSTL FDS P   2018-08-27
245.03SHS STATE ST INSTL US GOVT P   2018-06-22
71.129SHS S&P 500 COMMON TR FD P   2018-11-13
67.571SHS STATE ST INSTL FDS P   2018-08-27
2,137.05 STATE STREET INSTL US GOVT P   2018-06-22
104.608SHS S&P 500 COMMON TR FD P   2018-11-16
31,778.64SHS STATE ST INSTL US GOVT P   2018-01-17
10.39SHS STATE ST INSTL US GOVT P   2018-04-23
0.993SHS S&P 500 COMMON TR FD P   2018-05-23
479.83SHS STATE STR INSTL US GOVT P   2018-01-12
96SHS STATE ST INSTL US GOVT P   2018-07-23
42SHS SPDR DOW JONES REIT ETF P   2018-01-11
2,101.07 SHS STATE ST INSTL US GOVT P   2018-01-12
847.07 STATE STREET INSTL US GOVT P   2018-07-23
286SHS SPDR DOW JONES REIT ETF P   2018-01-11
42,261.49SHS STATE ST INSTL US GOVT P   2018-03-01
9.54SHS STATE ST INSTL US GOVT P   2018-05-23
0.986SHS S&P 500 COMMON TR FD P   2018-08-28
437.61 SHS STATE STR INSTL US GOVT P   2018-01-17
181.06SHS STATE ST INSTL US GOVT P   2018-08-23
42 SHS SPDR DOW JONES REIT ETF P   2018-02-23
4,455.45 SHS STATE ST INSTL US GOVT P   2018-01-17
1,593.89 STATE STREET INSTL US GOVT P   2018-08-23
364SHS SPDR DOW JONES REIT ETF P   2018-02-23
7,530.94 SHS STATE ST INSTL US GOVT P   2018-03-19
26.56SHS STATE ST INSTL US GOVT P   2018-06-22
2.031SHS S&P 500 COMMON TR FD P   2018-11-16
525.25SHS STATE ST INSTL US GOVT P   2018-03-01
116.19SHS STATE ST INSTL US GOVT P   2018-09-21
22SHS SPDR DOW JONES REIT ETF P   2018-08-27
4,798.25 SHS STATE ST INSTL US GOVT P   2018-03-01
1,021.16 STATE STREET INSTL US GOVT P   2018-09-21
202SHS SPDR DOW JONES REIT ETF P   2018-08-27
2,793.37 SHS STATE ST INSTL US GOVT P   2018-04-23
10.69SHS STATE ST INSTL US GOVT P   2018-07-23
4SHS SPDR DOW JONES REIT ETF P   2018-01-11
35.32SHS STATE ST INSTL US GOVT P   2018-04-23
254.69SHS STATE ST INSTL US GOVT P   2018-10-23
11SHS SPDR DOW JONES REIT ETF P   2018-11-09
349.87SHS STATE ST INSTL US GOVT P   2018-04-23
3,359.25 STATE STREET INSTL US GOVT P   2018-10-23
1,201SHS SPDR S&P INTL SMALL CAP P   2018-05-22
54.48 SHS STATE ST INSTL US GOVT P   2018-04-24
20.37SHS STATE ST INSTL US GOVT P   2018-08-23
5 SHS SPDR DOW JONES REIT ETF P   2018-02-23
0.69SHS STATE STREET INSTL US GOVT P   2018-04-24
215.88SHS STATE ST INSTL US GOVT P   2018-11-23
118SHS SPDR S&P INTL SMALL CAP P   2018-05-22
6.2SHS STATE ST INSTL US GOVT P   2018-04-24
1,876.71 STATE STREET INSTL US GOVT P   2018-11-23
915SHS SPDR S&P INTL SMALL CAP P   2018-07-13
19,809.8SHS STATE ST INSTL US GOVT P   2018-05-23
12.85SHS STATE ST INSTL US GOVT P   2018-09-21
2SHS SPDR DOW JONES REIT ETF P   2018-08-27
291.14SHS STATE STREET INSTL US GOVT P   2018-05-23
152.65SHS STATE ST INSTL US GOVT P   2018-12-21
104SHS SPDR S&P INTL SMALL CAP P   2018-07-13
3,495.76 SHS STATE ST INSTL US GOVT P   2018-05-23
1,344.25 STATE STREET INSTL US GOVT P   2018-12-21
42 SHS SPDR S&P MIDCAP 400 ETF P   2018-01-11
7,485.57SHS STATE ST INSTL US GOVT P   2018-06-18
27.94SHS STATE ST INSTL US GOVT P   2018-10-23
15SHS SPDR S&P INTL SMALL CAP ETF P   2018-05-22
277.6 SHS STATE STREET INSTL US GOVT P   2018-09-13
266.473 SHS ABERDEEN EMERGING MKTS P   2018-06-12
14SHS SPDR S&P MIDCAP 400 ETF TR P   2018-02-23
2,466.71 SHS STATE ST INSTL US GOVT P   2018-09-13
2,339.377SHS ABERDEEN EMERGING MKTS P   2018-06-12
116SHS SPDR S&P MIDCAP 400 ETF P   2018-02-23
21,370.88SHS STATE ST INSTL US GOVT P   2018-09-13
23.57SHS STATE ST INSTL US GOVT P   2018-11-23
11SHS SPDR S&P INTL SMALL CAP ETF P   2018-07-13
482.19SHS STATE STREET INSTL US GOVT P   2018-09-14
235.027SHS ABERDEEN EMERGING MKTS P   2018-07-13
4 SHS SPDR S&P MIDCAP 400 ETF TR P   2018-08-27
4,628.96 SHS STATE ST INSTL US GOVT P   2018-09-14
2,105.282SHS ABERDEEN EMERGING MKTS P   2018-07-13
41 SHS SPDR S&P MIDCAP 400 ETF P   2018-08-27
40,889.12SHS STATE ST INSTL US GOVT P   2018-09-14
16.91SHS STATE ST INSTL US GOVT P   2018-12-21
1 SH SPDR S&P MIDCAP 400 ETF P   2018-02-23
1,378.26SHS STATE STREET INSTL US GO P   2018-11-15
184.135 SHS ABERDEEN EMERGING MKTS P   2018-09-12
2SHS SPDR S&P MIDCAP 400 ETF TR P   2018-11-09
1,941.46 SHS STATE ST INSTL US GOVT P   2018-11-13
1,613.181SHS ABERDEEN EMERGING MKTS P   2018-09-12
4,841.353 SHS SSGA HIGH YIELD BOND P   2018-01-11
7,580.65SHS STATE ST INSTL US GOVT P   2018-09-24
29.941SHS ABERDEEN EMERGING MKTS P   2018-06-12
1 SH SPDR S&P MIDCAP 400 ETF P   2018-08-27
1,539.02SHS STATE ST INSTL US GOVT P   2018-01-23
206.884 SHS ABERDEEN EMERGING MKTS P   2018-11-09
547.719SHS SSGA HIGH YIELD BD FD P   2018-01-11
29,000 SHS STATE ST INSTL US GOVT P   2018-11-16
(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 13,485   13,485  
b 95,456   97,201 -1,745
c 166,806   186,557 -19,751
d 102,303   102,303  
e 377   350 27
457   486 -29
204   204  
12,039   12,513 -474
18,964   21,220 -2,256
1,842   1,810 32
1,830   1,830  
17,489   16,081 1,408
12,299   10,602 1,697
7,247   7,247  
273   270 3
2,100   2,312 -212
184   184  
5,029   4,644 385
1,265   1,102 163
1,611   1,611  
43,970   21,133 22,837
20,082   19,612 470
169   169  
1,204   1,225 -21
144   126 18
96   96  
2,976   1,442 1,534
2,148   1,987 161
827   827  
11,553   5,621 5,932
13,416   12,192 1,224
22   22  
185   171 14
248   242 6
87   87  
2,985   1,375 1,610
1,240   1,211 29
743   743  
18,336   8,375 9,961
34,419   34,419  
20   20  
541   257 284
176   160 16
245   245  
9,673   4,723 4,950
1,497   1,365 132
2,137   2,137  
14,308   6,889 7,419
31,779   31,779  
10   10  
134   65 69
480   480  
96   96  
3,759   3,362 397
2,101   2,101  
847   847  
25,599   22,871 2,728
42,261   42,261  
10   10  
142   64 78
438   438  
181   181  
3,566   3,362 204
4,455   4,455  
1,594   1,594  
30,902   29,108 1,794
7,531   7,531  
27   27  
278   132 146
525   525  
116   116  
2,104   1,761 343
4,798   4,798  
1,021   1,021  
19,318   16,153 3,165
2,793   2,793  
11   11  
358   319 39
35   35  
255   255  
1,028   924 104
350   350  
3,359   3,359  
43,475   38,020 5,455
54   54  
20   20  
424   399 25
1   1  
216   216  
4,271   3,727 544
6   6  
1,877   1,877  
31,102   28,966 2,136
19,810   19,810  
13   13  
191   160 31
291   291  
153   153  
3,535   3,285 250
3,496   3,496  
1,347   1,347  
14,886   9,163 5,723
7,486   7,486  
28   28  
543   468 75
278   278  
4,053   3,584 469
4,817   3,088 1,729
2,467   2,467  
35,582   31,595 3,987
39,911   25,308 14,603
21,371   21,371  
24   24  
374   343 31
482   482  
3,420   3,161 259
1,492   882 610
4,629   4,629  
30,632   28,434 2,198
15,291   8,945 6,346
40,889   40,889  
17   17  
344   224 120
1,378   1,378  
2,513   2,476 37
685   441 244
1,941   1,941  
22,020   21,787 233
36,843   39,784 -2,941
7,581   7,581  
455   405 50
373   224 149
1,539   1,539  
2,781   2,782 -1
4,168   4,503 -335
29,000   29,000  
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a        
b       -1,745
c       -19,751
d        
e       27
      -29
       
      -474
      -2,256
      32
       
      1,408
      1,697
       
      3
      -212
       
      385
      163
       
      22,837
      470
       
      -21
      18
       
      1,534
      161
       
      5,932
      1,224
       
      14
      6
       
      1,610
      29
       
      9,961
       
       
      284
      16
       
      4,950
      132
       
      7,419
       
       
      69
       
       
      397
       
       
      2,728
       
       
      78
       
       
      204
       
       
      1,794
       
       
      146
       
       
      343
       
       
      3,165
       
       
      39
       
       
      104
       
       
      5,455
       
       
      25
       
       
      544
       
       
      2,136
       
       
      31
       
       
      250
       
       
      5,723
       
       
      75
       
      469
      1,729
       
      3,987
      14,603
       
       
      31
       
      259
      610
       
      2,198
      6,346
       
       
      120
       
      37
      244
       
      233
      -2,941
       
      50
      149
       
      -1
      -335
       
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 2 127,339
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 270,052 5,395,767 0.050049
2016 268,449 4,758,326 0.056417
2015 195,551 4,708,700 0.041530
2014 204,807 4,707,839 0.043503
2013 167,685 4,372,006 0.038354
2
Total of line 1, column (d) .....................
2
0.229853
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
0.045971
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
5,341,618
5
Multiply line 4 by line 3......................
5
245,560
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,449
7
Add lines 5 and 6........................
7
247,009
8
Enter qualifying distributions from Part XII, line 4,.............
8
330,480
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 1,449
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 1,449
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,449
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a  
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,457
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,457
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 59
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 51
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 ofbulletTHE ORGANIZATION Telephone no.bullet (617) 479-1795

    Located atbullet353 SOUTHERN ARTERYQUINCYMA ZIP+4bullet021692210
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —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
     
     
    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
    MARTIN F JOYCE SECRETARY
    4.00     		0 0 0
    218 ATLANTIC AVENUE
    QUINCY,MA02171
    PETER J LEMONIAS VICE PRESIDE
    2.00     		0 0 0
    353 SOUTHERN ARTERY
    QUINCY,MA02169
    ARTHUR J ANTHONY PRESIDENT
    2.00     		0 0 0
    262 SANDY POND ROAD
    LINCOLN,MA01773
    KURT E HANSON TREASURER
    1.00     		0 0 0
    67 BRIDLE PATH
    FRANKLIN,MA02038
    FREDERICK ARROWSMITH TRUSTEE
    000.00     		0 0 0
    3 PINE STREET
    KINGSTON,MA02364
    JOSEPH F BELLOMO TRUSTEE
    000.00     		0 0 0
    8 HOLLIS STREET
    NEWTON,MA02458
    THOMAS CROWDIS III TRUSTEE
    000.00     		0 0 0
    30 KIRK CIRCLE
    PLYMOUTH,MA023602372
    HAROLD E FLIGHT TRUSTEE
    000.00     		0 0 0
    146 OLD WASHINGTON ST
    PEMBROKE,MA02359
    RICHARD RYAN TRUSTEE
    000.00     		0 0 0
    60 WING BOULEVARD WEST
    EAST SANDWICH,MA02537
    RUSSELL JOHNSON TRUSTEE
    000.00     		0 0 0
    50 KENT STREET
    NEWBURYPORT,MA019502355
    JOHN P MORIARTY TRUSTEE
    000.00     		0 0 0
    142 MARRETT ROAD
    LEXINGTON,MA02421
    PAUL LOHNES TRUSTEE
    000.00     		0 0 0
    353 SOUTHERN ARTERY
    QUINCY,MA02169
    JOSEPH R VALANTE TRUSTEE
    000.00     		0 0 0
    16 IRVING ROAD
    RANDOLPH,MA02368
    STEPHEN STICKNEY TRUSTEE
    000.00     		0 0 0
    8 DONNA ROAD
    ANDOVER,MA01810
    RICHARD H PETERSON TRUSTEE
    000.00     		0 0 0
    353 SOUTHERN ARTERY
    QUINCY,MA02169
    THOMAS F CARROLL TRUSTEE
    000.00     		0 0 0
    353 SOUTHERN ARTERY
    QUINCY,MA02169
    STEVEN W ANDERSON TRUSTEE
    000.00     		0 0 0
    353 SOUTHERN ARTERY
    QUINCY,MA02169
    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  
    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.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 DIRECT CONTRIBUTIONS TO NONPROFIT ORGANIZATIONS WHO PROMOTE THE TRADES OR TRAIN TRADESMAN, INCLUDING THOSE WITH PHYSICAL AND DEVELOPMENTAL DISABILITIES FOR EMPLOYMENT. 274,541
    2 RELIEF DISTRIBUTIONS 3,000
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (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
    4,642,680
    b
    Average of monthly cash balances.......................
    1b
    318,351
    c
    Fair market value of all other assets (see instructions)................
    1c
    461,931
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,422,962
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    5,422,962
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    81,344
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,341,618
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    267,081
    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
    267,081
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    1,449
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,449
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    265,632
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    265,632
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    265,632
    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
    330,480
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    330,480
    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
    1,449
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    329,031
    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 7 265,632
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 143,297
    b Total for prior years:20, 20, 20  
    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........  
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 330,480
    a Applied to 2017, but not more than line 2a 143,297
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2018 distributable amount..... 187,183
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2018.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		78,449
    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) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		 
    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:
    KURT E HANSON
    353 SOUTHERN ARTERY
    QUINCY,MA02169
    (617) 479-1795
    bThe form in which applications should be submitted and information and materials they should include:
    IN WRITING, NO FORMAL APPLICATION IS REQUIRED.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (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
    BOSTON CASA INC
    85 MERRIMAC ST 401
    BOSTON,MA02114     		    TRADE RELATED EQUIPMENT AND SUPPORT 3,645
    BOSTON HIGASHI SCHOOL
    800 N MAIN ST
    RANDOLPH,MA02368     		    TRADE RELATED EQUIPMENT AND SUPPORT 4,282
    BOYS AND GIRLS CLUB OF GREATER NEW
    166 JENNEY STREET
    NEW BEDFORD,MA02740     		    TRADE RELATED EQUIPMENT AND SUPPORT 4,260
    CARDINAL CUSHING CENTERS
    405 WASHINGTON ST
    HANOVER,MA02339     		    TRADE RELATED EQUIPMENT AND SUPPORT 1,994
    CHALLENGE UNLIMITED INC
    450 LOWELL ST
    ANDOVER,MA01810     		    TRADE RELATED EQUIPMENT AND SUPPORT 10,000
    CHILDREN'S CENTER FOR COMMUNICATION
    6 ECHO AVE
    BEVERLY,MA01915     		    TRADE RELATED EQUIPMENT AND SUPPORT 6,200
    DEARBORN ACADEMY
    575 WASHINGTON STREET
    NEWTON,MA02458     		    TRADE RELATED EQUIPMENT AND SUPPORT 12,922
    DOUBLE EDGE THEATRE
    948 CONWAY RD
    ASHFIELD,MA01330     		    TRADE RELATED EQUIPMENT AND SUPPORT 3,154
    IVY STREET SCHOOL
    200 IVY ST
    BROOKLINE,MA02446     		    TRADE RELATED EQUIPMENT AND SUPPORT 13,888
    MASS BAY COMMUNITY COLLEGE
    50 OAKLAND STREET
    WELLESLEY HILLS,MA02481     		    TRADE RELATED EQUIPMENT AND SUPPORT 14,421
    MISSION OF DEEDS
    6 CHAPIN AVE
    READING,MA01867     		    TRADE RELATED EQUIPMENT AND SUPPORT 1,004
    MSPCC
    3815 WASHINGTON STREET 2
    JAMAICA PLAIN,MA02130     		    TRADE RELATED EQUIPMENT AND SUPPORT 9,135
    NEW ENGLAND VILLAGE
    664 SCHOOL STREET
    PEMBROKE,MA02359     		    TRADE RELATED EQUIPMENT AND SUPPORT 1,050
    NORTH BENNETT STREET SCHOOL
    39 NORTH BENNET STREET
    BOSTON,MA02113     		    TRADE RELATED EQUIPMENT AND SUPPORT 29,268
    NORTH RIVER COLLABORATIVE
    525 BEECH STREET
    ROCKLAND,MA02370     		    TRADE RELATED EQUIPMENT AND SUPPORT 2,123
    NORTHEAST ARC
    64 HOLTEN STREET
    DANVERS,MA01923     		    TRADE RELATED EQUIPMENT AND SUPPORT 17,400
    OLD STURBRIDGE VILLAGE
    1 OLD STURBRIDGE VILLAGE
    STURBRIDGE,MA01566     		    TRADE RELATED EQUIPMENT AND SUPPORT 17,973
    QUINCY POLICE PATROLMAN ASSOC
    9 SHETLAN ST 11
    ROXBURY,MA02119     		    TRADE RELATED EQUIPMENT AND SUPPORT 400
    COMM OF RELIEF DISTRIBUTI
    MISC
    QUINCY,MA02169     		    FINANCIAL ASSISTANCE 3,000
    SOUTH SHORE ARC
    371 RIVER STREET
    WEYMOUTH,MA02191     		    TRADE RELATED EQUIPMENT AND SUPPORT 9,497
    THE CARROLL CENTER FOR THE BLIND
    770 CENTRE STREET
    NEWTON,MA02458     		    TRADE RELATED EQUIPMENT AND SUPPORT 15,013
    THE CULTURAL CENTER OF CAPE COD
    307 OLD MAIN ST
    SOUTH YARMOUTH,MA02664     		    TRADE RELATED EQUIPMENT AND SUPPORT 9,950
    THE ELIOT SCHOOL
    24 ELIOT STREET
    JAMAICA PLAIN,MA02130     		    TRADE RELATED EQUIPMENT AND SUPPORT 18,340
    CROSSROADS
    89 SOUTH STREET
    BOSTON,MA02111     		    TRADE RELATED EQUIPMENT AND SUPPORT 37,200
    THE BRIDGE CENTER
    470 PINE STREET
    BRIDGEWATER,MA02324     		    TRADE RELATED EQUIPMENT AND SUPPORT 16,915
    LOWELL'S BOAT SHOP
    459 MAIN ST
    AMESBURY,MA01913     		    TRADE RELATED EQUIPMENT AND SUPPORT 7,602
    MAY INSTITUTE
    41 PACELLA PARK DRIVE
    RANDOLPH,MA02368     		    TRADE RELATED EQUIPMENT AND SUPPORT 4,200
    DOCTOR FRANKLIN PERKINS SCHOOL
    971 MAIN STREET
    LANCASTER,MA01523     		    TRADE RELATED EQUIPMENT AND SUPPORT 2,705
    Total .................................bullet 3a 277,541
    bApproved for future payment
    Total .................................bullet 3b  
    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 1  
    4 Dividends and interest from securities....     14 69,568  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property..... 531120 -9,118      
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 127,339  
    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).. -9,118 196,908  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    187,790
    (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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    MASSACHUSETTS CHARITABLE MECHANIC
    ASSOCIATION
    Employer identification number

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






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    MASSACHUSETTS CHARITABLE MECHANIC
    ASSOCIATION         		Employer identification number
    04-2023566
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    ANONYMOUS  
    353 SOUTHERN ARTERY
     
    QUINCY, MA02169

    		$ 15,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    WHITMOR COMPANY
     
    15 WHITMORE ROAD
     
    REVERE, MA02151

    		$ 10,000


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

    		$  


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

    		$  


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    MASSACHUSETTS CHARITABLE MECHANIC
    ASSOCIATION         		Employer identification number

    04-2023566
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    MASSACHUSETTS CHARITABLE MECHANIC
    ASSOCIATION         		Employer identification number

    04-2023566
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    MASSACHUSETTS CHARITABLE MECHANIC
     
    ASSOCIATION
    EIN:
    04-2023566
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL 15,996 7,998    

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

    TY 2018 DepreciationSchedule
    Name:
    MASSACHUSETTS CHARITABLE MECHANIC
     
    ASSOCIATION
    EIN:
    04-2023566
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    DEPRECIATION           7,346      
    EQUIPMENT 4 1993-07-01 4,628 4,628 S/L 7.0000        
    EQUIPMENT - 95 5 1995-07-01 1,616 1,616 S/L 7.0000        
    EQUIPMENT - 96 6 1996-07-01 2,653 2,653 S/L 7.0000        
    COMPUTER 7 1999-07-01 2,668 2,668 S/L 3.0000        
    COMPUTER EQUIPMENT 2004-01-14 3,624 3,624 S/L 5.0000        
    G&A DEPRECIATION           7,347      

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    MASSACHUSETTS CHARITABLE MECHANIC
     
    ASSOCIATION
    EIN:
    04-2023566
    Name of Bond End of Year Book Value End of Year Fair Market Value
    PASSIVE BOND MARKET - CMNP 564,761 626,560
    BLACKROCK HIGH YIELD 283,597 264,408
    TREASURY INFLATION PROTECTED SEC 233,513 239,560
    PASSIVE HIGH YIELD    

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    MASSACHUSETTS CHARITABLE MECHANIC
     
    ASSOCIATION
    EIN:
    04-2023566
    Name of Stock End of Year Book Value End of Year Fair Market Value
    SSGA INTERNATIONAL STOCK SELECTION 635,346 602,897
    S&P 500 COMMON TRUST 590,062 1,124,633
    ABERDEEN EMERGING MARKETS 329,021 330,475
    STATE STREET INSTL FUNDS 316,370 242,796
    IPATH BLOOMBERG COMMODITY INDEX 240,154 211,903
    SPDR S&P INTL SMALL CAP ETF FUND 177,683 156,771
    SPDR DOW JONES REIT ETF 165,677 169,764
    SPDR S&P MIDCAP 400 142,128 196,735

    TY 2018 LandEtcSchedule2
    Name:
    MASSACHUSETTS CHARITABLE MECHANIC
     
    ASSOCIATION
    EIN:
    04-2023566
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LAND IMPROVEMENTS 21,666 3,732 17,934 21,666
    BUILDING 296,575 268,724 27,851 296,575
    BUILDING IMPROVEMENTS 141,352 106,634 34,718 141,352
    FURNITURE & FIXTURES 11,565 11,565   11,565
    COMPUTER EQUIPMENT 3,624 3,624   3,624
    LAND 95,992   95,992 95,992


    TY 2018 OtherExpensesSchedule
    Name:
    MASSACHUSETTS CHARITABLE MECHANIC
     
    ASSOCIATION
    EIN:
    04-2023566
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    COMMERCIAL        
    UTILITIES 3,742      
    CLEANING & MAINTENANCE 2,338      
    EXPENSES        
    TRIENNIAL EXPENSE 49,735 7,460   29,841
    EXPENSE OF MEETINGS 13,825 2,074   8,295
    INSURANCE 5,087 763   3,052
    TELEPHONE 1,886 283   1,132
    OFFICE SUPPLIES AND EXPENSE 1,230 185   739
    MA ANNUAL FILING FEE 125 19   75


    TY 2018 OtherIncreasesSchedule
    Name:
    MASSACHUSETTS CHARITABLE MECHANIC
     
    ASSOCIATION
    EIN:
    04-2023566
    Description Amount
    BOOK/TAX DEPRECIATION DIFFERENCE 2,436


    TY 2018 OtherLiabilitiesSchedule
    Name:
    MASSACHUSETTS CHARITABLE MECHANIC
     
    ASSOCIATION
    EIN:
    04-2023566
    Description Beginning of Year - Book Value End of Year - Book Value
    CASH OVERDRAFT   20,340
    SECURITY DEPOSIT PAYABLE 1,600  


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    MASSACHUSETTS CHARITABLE MECHANIC
     
    ASSOCIATION
    EIN:
    04-2023566
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INV MANAGEMENT FEES 29,844 29,844    


    TY 2018 TaxesSchedule
    Name:
    MASSACHUSETTS CHARITABLE MECHANIC
     
    ASSOCIATION
    EIN:
    04-2023566
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CORPORATE TAXES 1,472 1,472