Form990-PF
Click to see attachment

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 10-01-2018 , and ending 09-30-2019
Name of foundation
GEORGE H & JANE A MIFFLIN MEMORIAL FUND
 
Number and street (or P.O. box number if mail is not delivered to street address)LWC 230 CONGRESS STREET 12FL
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02110
A Employer identification number

04-6384983
B Telephone number (see instructions)

(617) 523-6531
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$56,052,679J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 56,240 57,136  
4 Dividends and interest from securities... 626,270 626,270  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,475,570
b Gross sales price for all assets on line 6a 6,244,366
7 Capital gain net income (from Part IV, line 2)... 2,475,570
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)....... Click to see attachment 8,133 0  
12 Total. Add lines 1 through 11........ 3,166,213 3,158,976  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 104,019 72,813   31,206
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 33,946 33,946   0
c Other professional fees (attach schedule).... Click to see attachment 112,925 75,325   37,600
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 100,968 12,415   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 3,987 237   3,750
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 355,845 194,736   72,556
25 Contributions, gifts, grants paid....... 2,331,000 2,331,000
26 Total expenses and disbursements. Add lines 24 and 25 2,686,845 194,736   2,403,556
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 479,368
b Net investment income (if negative, enter -0-) 2,964,240
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............. 529 1,055 1,055
2 Savings and temporary cash investments......... 2,390,000 2,277,000 2,277,000
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)....... 21,065,923 Click to see attachment21,657,765 53,774,624
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)..........      
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) 23,456,452 23,935,820 56,052,679
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........ 24,899,561 25,752,678
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds -1,443,109 -1,816,858
30 Total net assets or fund balances (see instructions)..... 23,456,452 23,935,820
31 Total liabilities and net assets/fund balances (see instructions). 23,456,452 23,935,820
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
23,456,452
2
Enter amount from Part I, line 27a .....................
2
479,368
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
23,935,820
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
23,935,820
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 PUBLICLY TRADED SECURITIES P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 6,244,366   3,768,796 2,475,570
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       2,475,570
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,475,570
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 2,110,666 49,490,187 0.042648
2016 2,057,816 43,025,929 0.047827
2015 1,959,045 39,885,153 0.049117
2014 1,884,856 39,980,375 0.047145
2013 1,585,100 39,098,625 0.040541
2
Total of line 1, column (d) .....................
2
0.227278
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
0.045456
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
53,704,740
5
Multiply line 4 by line 3......................
5
2,441,203
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
29,642
7
Add lines 5 and 6........................
7
2,470,845
8
Enter qualifying distributions from Part XII, line 4,.............
8
2,403,556
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 59,285
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 59,285
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 59,285
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 36,400
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 36,400
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 133
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 23,018
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$ 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 addressbulletHTTP://MIFFLINMEMORIALFUND.ORG
    14
    The books are in care ofbulletLORING WOLCOTT COOLIDGE TRUST LLC Telephone no.bullet (617) 523-6531

    Located atbullet230 CONGRESS STREETBOSTONMA ZIP+4bullet02110
    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
    0
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    LAWRENCE COOLIDGE TRUSTEE
    1.00     		34,667 0 0
    230 CONGRESS STREET
    BOSTON,MA02110
    C-F DAVID BOIT TRUSTEE
    1.00     		34,667 0 0
    230 CONGRESS STREET
    BOSTON,MA02110
    THOMAS R APPLETON TRUSTEE
    1.00     		34,685 0 0
    230 CONGRESS STREET
    BOSTON,MA02110
    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
    51,879,185
    b
    Average of monthly cash balances.......................
    1b
    2,643,394
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    54,522,579
    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
    54,522,579
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    817,839
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    53,704,740
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,685,237
    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
    2,685,237
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    59,285
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    59,285
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,625,952
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,625,952
    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
    2,625,952
    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
    2,403,556
    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
    2,403,556
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,403,556
    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 2,625,952
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 2,260,114
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 2,403,556
    a Applied to 2017, but not more than line 2a 2,260,114
    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..... 143,442
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		2,482,510
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    LAWRENCE COOLIDGE
    C/OLORINGWOLCOTT COOLIDGE 230
    CONGRESS ST
    BOSTON,MA02110
    (617) 523-6531
    bThe form in which applications should be submitted and information and materials they should include:
    WHEN APPLYING SEND THE FOLLOWING: PROPOSAL OF ORGANIZATION; FUNDING FOR; AMOUNT; PROJECT BUDGET; RECENT FINACIAL STATEMENTS; IRS EXEMPT STATUS LETTER; ACCURATE FINANCIAL DATA WHICH MEASURE THE SUCCESS OF THE PROGRAM; AND LAST 2 YEARS OF INCOME STATEMENT AND BALANCE SHEET.
    cAny submission deadlines:
    DEADLINES FOR APPLICATION AND SUBSEQUENT REPORTING OCTOBER 1ST THROUGH APRIL 15TH.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE MIFFLIN FUND GIVES GRANTS PRIMARILY IN THE HUMAN SERVICES AND EDUCATIONAL AREAS,FOCUSING ON LOW INCOME AND MINORITY POPULATIONS. GRANTS ARE ALSO GIVEN TO ENVIRONMENTAL/CONSERVATION ORGANIZATIONS WITH OCCASIONAL GRANTS TO CULTURAL ORGANIZATIONS FOR SPECIAL PURPOSES.
    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
    ALASKA CONSERVATION FOUNDATION
    1227 W 9TH AVNENUE SUITE 300
    ANCHORAGE,AK99501     		NONE PC ALASKA DEFENSE FUND & EXECUTIVE DIRECTORS ROUNDTABLE 40,000
    ALASKA MARINE CONSERVATION COUNCIL
    BOX 101145
    ANCHORAGE,AK99510     		NONE PC FISHERIES CONVSERVATON PROGRAM 15,000
    ALMA DEL MAR CHARTER SCHOOL
    26 MADERIA AVE
    NEW BEDFORD,MA02746     		NONE PC COMMUNITY HUB PROJECT 60,000
    ARGOSY COLLEGIATE CHARTER SCHOOL
    263 HAMLET STREET
    FALL RIVER,MA02724     		NONE PC TECH AND FUTURE PLANS 25,000
    BERKSHIRE ARTS AND TECHNOLOGY CHARTER PUBLIC SCHOOL
    ONE COMMERCIAL PLACE
    ADAMS,MA01220     		NONE PC ARTS IN RESIDENCY PROGRAM 10,000
    BLESSED STEPHEN BELLESINI OSA ACADEMY
    PO BOX 1021
    LAWRENCE,MA01842     		NONE PC STUDENT SPONSORSHIP 40,000
    BOSTON CASA (COURT APPOINTED SPECIAL ADVOCATES)
    715 BOYLSTON STREET SUITE 410
    BOSTON,MA02116     		NONE PC FOR ADVOCACY FOR ABUUSED AND NEGLECTED CHILDREN 25,000
    BOSTON SCHOOL FUND INC
    31 HEATH STREET
    BOSTON,MA02130     		NONE PC BOSTON SCHOOL FUNDS 25,000
    BOSTON DEBATE LEAGUE
    566 COLUMBUS AVENUE
    BOSTON,MA02118     		NONE PC LEADING WITH DEBATE 15,000
    BOTTOM LINE INC
    500 ARMORY STREET
    BOSTON,MA02130     		NONE PC MASS OPERATIONS 75,000
    BRIDGE BOSTON CHARTER SCHOOL
    2 MCLELLAN STREEET
    BOSTON,MA02121     		NONE PC BRIDGE BOSTON TEACHING FELLOW PROGRAM 10,000
    BREAD AND ROSES INC
    58 NEWBURY STREET
    LAWRENCE,MA01840     		NONE PC GENERAL OPERATIONS 5,000
    BREAKTHROUGH GREATER BOSTON
    PO BOX 381486
    CAMBRIDGE,MA02238     		NONE PC EXPANDING PROGRAMMING, REACH AND IMPACT 10,000
    CAREER COLLABORATIVE INC
    77 SUMMER STREET 11 FLOOR
    BOSTON,MA02110     		NONE PC CAREER COLLABORATIVE PROGRAMMING 10,000
    CASA PROJECT INC
    100 GROVE STREET
    WORCESTER,MA01605     		NONE PC CHILD COURT ADVOCACY PROGRAM 30,000
    CHARITY GUILDINC
    501 MAIN STREET PO BOX 4856
    BROCKTON,MA02303     		NONE PC GENERAL OPERATIONS 5,000
    CODMAN ACADEMY CHARTER PUBLIC SCHOOL
    637 WASHINGTON STREET
    DORCHESTER,MA02124     		NONE PC COMMUNITY ENGAGEMENT 15,000
    COMMUNITY CHARTER SCHOOL OF CAMBRIDGE FOUNDATION
    245 BENT STREET
    CAMBRIDGE,MA02141     		NONE PC COMMUNITY ENGAGEMENT PROGRAMMING 10,000
    COMMUNITY COOKS
    337 SOMERVILLE AVE
    SOMERVILLE,MA02143     		NONE PC CORE FOOD SUPPORT AND VOLUNTEER ENGAGEMENT PROGRAM 5,000
    COMMUNITY GROUP
    190 HAMPSHIRE STREET
    LAWRENCE,MA01840     		NONE PC FAMILY CONNECTIONS 15,000
    COMMUNITY LEGAL SERVICES AND COUNSELING CENTER
    47 THORNDIKE STREET SB-LL-I
    CAMBRIDGE,MA02141     		NONE PC FREE LEGAL SERVICES FOR LOW-INCOME PEOPLE 40,000
    CONSERVATORY LAB CHARTER SCHOOL
    2120 DORCHESTER AVE
    DORCHESTER,MA02124     		NONE PC CAPTTAL CAMPAIGN, PERMANENT HOME IN UPHAMS CORNER, EL SISTEMA 95,000
    CONSERVATION LAW FOUNDATION
    62 SUMMER STREET
    BOSTON,MA02110     		NONE PC NORTH ATLANTIC RIGHT WHALE AND ATLANTIC COD EMERGENCY CAMPAIGN 100,000
    CRISTO REY BOSTON HIGH SCHOOL
    100 SAVING HILL AVENUE
    BOSTON,MA02125     		NONE PC NON-PROFIT CORPORATE WORK STUDY PLACEMENTS 10,000
    DISMAS HOUSE OF MASSACHUSETTS INC
    PO BOX 30125
    WORCESTER,MA01603     		NONE PC FOR BAR NONE 25,000
    DOWNEAST LAKES LAND TRUST
    9 BROWN LANE
    GRANDLAKE STREAM,ME04668     		NONE PC DLLT HEADQUARTERS PROJECT 10,000
    EDUCATORS FOR EXCELLENCE-BOSTON
    121 EAST BERKELEY STREET FLOOR 2
    BOSTON,MA02118     		NONE PC ELEVATING EDUCATOR VOICE 100,000
    ESSEX COUNTY GREENBELT ASSOCIATION
    82 EASTERN AVENUE
    ESSEX,MA01929     		NONE PC DONIBRISTLE FARM CONSERVATION PROJECT 25,000
    FATHER BILLS AND MAINSPRING INC
    430 BELMONT STREET
    BROCKTON,MA02301     		NONE PC TRIAGE PROJECT 10,000
    FOOD FOR FREE COMMITTEE INC
    11 INMAN STREET
    CAMBRIDGE,MA02139     		NONE PC FOOD RESCUE, DISTRIBUTION PROGRAM 10,000
    FOOD FOR THE WORLD INC
    516 ESSEX STREET
    LAWRENCE,MA01840     		NONE PC FEEDING THE HUNGER 15,000
    FOOD LINK INC
    17 BRATTLE STREET 17
    ARLINGTON,MA02476     		NONE PC FOOD DELIVERIES TO UNDERSERVED COMMUNITIES 30,000
    GIRLSTART
    738 MAIN STREET 391
    WALTHAM,MA02451     		NONE PC AFTER SCHOOL AND SUMMER CAMP FOR HIGH NEED GIRLS IN BOSTON 10,000
    GREATER BOSTON LEGAL SERVICES
    197 FRIEND STREET
    BOSTON,MA02114     		NONE PC KNOWLEDGE MANAGEMENT INTEGRATION PROJECT 100,000
    HAVEN PROJECT
    57 MUNROE STREET
    LYNN,MA01901     		NONE PC FOR DROP IN CENTER 10,000
    HOUSEHOLD GOODS INC
    530 MAIN STREET
    ACTON,MA01720     		NONE PC FOR HOUSEHOLD GOODS, INC 10,000
    HYDE SQUARE TASK FORCE
    PO BOX 301871
    JAMAICA PLAIN,MA02130     		NONE PC JOVENES EN ACCION AND COLLLEGE SUCCESS PROGRAMS 15,000
    IMMIGRANT FAMILY SERVICES INSTITUTE-USA
    575 AMERICAN LEGION HIGHWAY
    ROSLINDALE,MA02131     		NONE PC IFSI PLUS SCHOLARS INTITIATIVE. 20,000
    IRISH INTERNATIONAL IMMIGRATION CENTER
    100 FRANKLIN STREET LL-1
    BOSTON,MA02110     		NONE PC FOR IMMIGRATION LEGAL SERVICES 10,000
    JAMAICA PLAIN NEIGHBORHOOD DEVELOPMENT CORPORATION
    31 GERMANIA STREET
    JAMAICA PLAIN,MA02130     		NONE PC SUPPORT FOR AFFORDABLE HOUSING 25,000
    JFY NETWORKS
    44 SCHOOL STREET SUITE 1010
    BOSTON,MA02108     		NONE PC FOR JFYNET COLLEGE READINESS 35,000
    JUST-A-START CORPORATION
    1035 CAMBRIDGE STREET
    CAMBRIDGE,MA02141     		NONE PC EDUCATION AND TRAINING AND HOMELESSNESS PREVENTION PROGRAMS 50,000
    KESTREL LAND TRUST
    PO BOX 1016
    AMHERST,MA01004     		NONE PC WEST PELHAM FOREST CONSERVATION 10,000
    KIPP MASSACHUSETTS
    90 HIGH ROCK STREET
    LYNN,MA01902     		NONE PC FAMILY AND COMMUNITY ENGAGEMENT 30,000
    LA VIDA INC
    40 GREEN STREET
    LYNN,MA01902     		NONE PC FOR CLOSING THE ADMISSION GAP IN LYNN, MA 25,000
    LAWRENCE FAMILY DEVELOPMENT AND EDUCATION FUND INC
    34 WEST STREET
    LAWRENCE,MA01841     		NONE PC OPENING DOORS PROGRAM 30,000
    LAWYERS CLEARINGHOUSE ON AFFORDABLE HOUSING AND HOMELESSNESS INC
    16 BEACON STREET
    BOSTON,MA02108     		NONE PC THE MA LEGAL CLINIC FOR THE HOMELESS 15,000
    LAZARUS HOUSE INC
    PO BOX 408
    LAWRENCE,MA01841     		NONE PC EDUCATION AND WORK PREPARATION PROGRAM 10,000
    LETS GET READY
    89 SOUTH STREET SUITE 401
    BOSTON,MA02111     		NONE PC GREATER BOSTON ACCESS PROGRAMS 10,000
    LONGY SCHOOL OF MUSIC OF BARD COLLEGE
    ONE FOLLEN STREET
    CAMBRIDGE,MA02138     		NONE PC SISTEMA SIDE BY SIDE SERIES 5,000
    LOWELL COMMUNITY CHARTER PUBLIC SCHOOL
    206 JACKSON STREET
    LOWELL,MA01852     		NONE PC SUMMER ELL PROGRAM 6,000
    MASSACHUSETTS CHARTER PUBLIC SCHOOL ASSOCIATION
    43 BROAD STREET SUITE C 401
    HUDSON,MA01749     		NONE PC SUCCESS 2017-2022 PARTNERSHIP WITH BOTTOM LINE 200,000
    MASSACHUSETTS PARENTS UNITED
    PO BOX 6075
    FALL RIVER,MA02724     		NONE PC GENERAL 100,000
    MATCH FOUNDATION INC
    50 MILK STREET 6TH FLOOR
    BOSTON,MA02109     		NONE PC MATCH SCHOOL HOUSE 75,000
    MERRIMACK VALLEY FOOD BANKINC
    735 BROADWAY STREET
    LOWELL,MA01854     		NONE PC FOOD RESCUE 10,000
    MERRIMACK VALLLEY HOUSING PARTNERSHIP
    PO BOX 1042
    LOWELL,MA01853     		NONE PC PROJECT GENESIS, HOME BUYER TRAINING 10,000
    METROWEST LEGAL SERVICES
    63 FOUNTAIN STREET SUITE 304
    FRAMINGHAM,MA01702     		NONE PC FREE LEGAL SERIVICES FOR LOW INCOME INDIVIDUALS 15,000
    MORE THAN WORDS
    56 FELTON STREET
    WALTHAM,MA02453     		NONE PC GENERAL OPERATING SUPPORT 20,000
    MUJERES UNIDAS AVANZANDO
    54 CLAYTON STREET
    DORCHESTER,MA02122     		NONE PC TECHNOLOGY UPDATE 15,000
    NEIGHBORHOOD DEVELOPERS
    4 GERRISH AVENUE
    CHELSEA,MA02150     		NONE PC CHELSEA SQUARE REVITALIZATION 15,000
    NEIGHBORHOOD OF AFFORDABLE HOUSING INC
    143 BORDER STREET
    EAST BOSTON,MA02128     		NONE PC SUPPORT FOR AFFORDABLE HOUSING 10,000
    NEW ENGLAND FORESTRY FOUNDATION INC
    32 FOSTER STREET PO BOX 1346
    LITTLETON,MA01460     		NONE PC DOWNEAST WOODS AND WILDLIFE 25,000
    NOTRE DAME CRISTO REY HIGH SCHOOL
    303 HAVERHILL STREET
    LAWRENCE,MA01841     		NONE PC GENERAL OPERATING SUPPORT 10,000
    PHOENIX CHARTER ACADEMY NETWORK
    60 CANAL STREET 4TH FLOOR
    BOSTON,MA02114     		NONE PC EVOLUTIONARY MODEL DESIGN & CAPITAL ALTERATIONS 30,000
    POLITICAL ASYLUMIMMIGRATION REPRESENTATION PROJECT INC
    98 N WASHINGTON STREET SUITE 2016
    BOSTON,MA02114     		NONE PC ACCESS TO JUSTICE FOR IMMIGRANTS 10,000
    PROJECT CITIZENSHIP
    4 FANEUIL SOUTH MARKET BUILDING 3RD
    FL SUITE 4025
    BOSTON,MA02109     		NONE PC PROJECT CITIZENSHIP FOR IMMIGRANT OUTREACH 10,000
    PROSPECT HILL ACADEMY CHARTER SCHOOL
    50 ESSEX STREET
    CAMBRIDGE,MA02139     		NONE PC COMMUNITY ENGAGEMENT PROGRAM 25,000
    RAW ART WORKS
    37 CENTRAL SQUARE
    LYNN,MA01901     		NONE PC FREE ART THERAPY BASED PROGRAMMING 10,000
    REACH BEYOND DOMESTIC VIOLENCE
    PO BOX 540024
    WALTHAM,MA02454     		NONE PC GENERAL OPERATING 10,000
    REFUGEE AND IMMIGRANT ASSISTANCE CENTER
    253 ROXBURY STREET
    BOSTON,MA02119     		NONE PC COMPUTER LITERACY INITIATIVE 10,000
    RESPOND INC
    PO BOX 555
    SOMERVILLE,MA02143     		NONE PC GENERAL OPERATING SUPPORT 15,000
    SCIENCE FROM SCIENTISTS
    1 DEANGELO DRIVE SUITE C
    BEDFORD,MA01730     		NONE PC ISBM STEM ENRICHEMENT PROGRAM IN BOSTON 10,000
    SITKA CONSERVATION SOCIETY
    PO BOX 6533
    SITKA,AK99835     		NONE PC FOR TONGASS NATIONAL FOREST PROTECTION 50,000
    SOUTHEAST ALASKA CONSERVATION COUNCIL
    419 6TH STREET SUITE 200
    JUNEAU,AK99801     		NONE PC KEEPING THE TONGASS INTACT 30,000
    SPRINGFIELD PREPARATORY CHARTER SCHOOL
    594 CONVERSE STREET
    LONGMEADOW,MA01106     		NONE PC INSTRUCTIONAL TECHNOLOGY FOR 5TH GRADE GROWTH 10,000
    ST FRANCIS HOUSE
    39 BOYLSTON STREET
    BOSTON,MA02116     		NONE PC BASIC CORE SERVICES 25,000
    TEACH FOR AMERICA - MASSACHUSETTS
    60 CANAL STREET 5TH FLOOR
    BOSTON,MA02114     		NONE PC MOMENTUM FOR EDUCATIONAL EQUITY IN MASSACHUSETTS 75,000
    TRUSTEES FOR ALASKA
    1026 WEST FOURTH AVE SUITE 201
    ANCHORAGE,AK99501     		NONE PC ENVIORNMENTAL LEGAL SERVICEES FOR ALASKAS CONERVATION COMMUNITY. 25,000
    TUTORING PLUS OF CAMBRIDGE INC
    225 WINDSOR STREET
    CAMBRIDGE,MA02139     		NONE PC OPERATING SUPPORT 15,000
    UTEC INC
    15 WARREN STREET NO 3
    LOWELL,MA01852     		NONE PC ALTERNATIVE EDUCATION CONTINUUM FOR PROVEN-RISK YOUTH. 10,000
    VETERANS LEGAL SERVICES
    PO BOX 8457
    BOSTON,MA02114     		NONE PC PRO BONO ATTORNEY PROGRAM 15,000
    VOLUNTEER LAWYERS PROJECT OF THE BOSTON BAR ASSOCIATION
    99 CHAUNCY STREET
    BOSTON,MA02111     		NONE PC ERLI 60,000
    WELLSPRING HOUSE INC
    302 ESSEX AVENUE
    GLOUCESTER,MA01930     		NONE PC MEDICLERK JOB TRAINING & PLACEMENT PROGRAM 15,000
    YOUTH DEVELOPMENT ORGANIZATION INC
    15 UNION STREET SUITE 563
    LAWRENCE,MA01840     		NONE PC YDO STEM 25,000
    Total .................................bullet 3a 2,331,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 56,240  
    4 Dividends and interest from securities....     14 626,270  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 2,475,570  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFOREIGN TAX RECLAIMS 2018     		    01 8,133  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 3,166,213 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,166,213
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    GEORGE H & JANE A MIFFLIN MEMORIAL FUND
    EIN:
    04-6384983
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LORING WOLCOTT & COOLIDGE TRUST LLC 33,946 33,946   0

    TY 2018 GeneralExplanationAttachment
    Name:
    GEORGE H & JANE A MIFFLIN MEMORIAL FUND
    EIN:
    04-6384983
    Identifier Return Reference Explanation
      PART VIII LINE 1(B) 990PF STATEMENTPART VIII OFFICERS, DIRECTORS, TRUSTEES, FOUNDATION MANAGERSAND THEIR COMPENSATION AND HOURS SPENT PER WEEK:HOURS SPENT:THE TIME SPENT BY THE TRUSTEE/S MANAGING THE AFFAIRS OF THEFOUNDATION VARIES FROM WEEK TO WEEK AND YEAR TO YEAR. FOR990PF REPORTING PURPOSES, AN ESTIMATE OF .5 TO 1 HOURS PERWEEK HAS BEEN INDICATED. THE TRUSTEE/S ARE PROFESSIONALFIDUCIARIES WHO MANAGE A NUMBER OF TRUST/FOUNDATIONRELATIONSHIPS AND WHO EMPLOY ACCOUNTING, SUPPORT AND TAXCOMPLIANCE STAFF TO ASSIST WITH THE ADMINISTRATION OF SAIDRELATIONSHIPS. THE .5 TO 1 HOUR TIME NOTED REFLECTS ANESTIMATE OF THE TIME SPENT BY THE NAMED TRUSTEE/S AS WELL ASTHEIR AGENTS OR EMPLOYS. THE ACTUAL TIME SPENT MAY DIFFERFROM THE ESTIMATE IN ANY GIVEN WEEK/YEAR.THE TRUSTEES FEES NOTED ALSO INCLUDES AN INVESTMENT ADVISORYCOMPONENT WHICH IS BASED IN PART ON THE FOUNDATION INVESTMENTASSETS AND WHICH VARIES FROM QUARTER TO QUARTER BASED ONFAIR MARKET VALUE.

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    GEORGE H & JANE A MIFFLIN MEMORIAL FUND
    EIN:
    04-6384983
    Name of Stock End of Year Book Value End of Year Fair Market Value
    25,621 SHS ABBOTT LABORATORIES 651,326 2,143,709
    9,996 SHS AUTOMATIC DATA PROCESSING 37,843 1,613,554
    7,600 SHS STRYKER CORP 25,412 1,643,880
    4,400 SHS STRYKER CORP 26,469 951,720
    16,550 SHS HEINEKEN HOLDING NV 806,867 1,648,216
    17,305 SHS DANAHER CORP SHS BEN INT 545,590 2,499,361
    17,840 SHS CANADIAN NATIONAL RAILWAY 464,221 1,603,102
    23,200 SHS JARDINE MATHESON HOLDINGS LTD 580,431 1,241,200
    7,500 SHS BERKSHIRE HATHAWAY INC CL B 438,098 1,560,150
    12,050 SHS PHILIP MORRIS INTERNATIONAL 556,847 914,957
    15,875 SHS CHURCH & DWIGHT CO 255,758 1,194,435
    8,110 SHS COLGATE PALMOLIVE CO 317,611 596,166
    22,895 SHS FISERV INC 267,594 2,371,693
    21,130 SHS MASTERCARD INC 446,701 5,738,274
    39,890 SHS TJX COMPANIES 444,398 2,223,469
    18,100 SHS EOG RESOURCES 744,556 1,343,382
    9,555 SHS ECOLAB INC 660,550 1,892,272
    8,755 SHS INTUIT 510,329 2,328,305
    23,480 SHS OCCIDENTAL PETROLEUM CORP 1,682,851 1,044,156
    15,830 SHS UNILEVER PLC SPONSORED ADR 511,138 951,383
    11,935 SHS WEX INC 1,107,036 2,411,705
    14,250 SHS AMERICAN TOWER CORP 1,354,509 3,151,103
    1,530 SHS ALPHABET INC CL-A 1,207,090 1,868,344
    5,885 SHS FACEBOOK INC 800,666 1,048,001
    9,412 SHS FORTIVE CORP 196,205 645,287
    8,655 SHS PAYCOM SOFTWARE INC 501,467 1,813,136
    960 SHS NASPERS LIMITED 195,067 145,309
    820 SHS AMAZON.COM 1,462,142 1,423,446
    3,345 SHS BECTON DICKINSON 752,566 846,151
    15,585 SHS MICROSOFT CORP 1,751,782 2,166,783
    4,315 SHS ADOBE SYSTEMS INC 1,204,137 1,192,019
    2,855 SHS MSCI INC 499,704 621,676
    6,145 SHS VEEVA SYSTEMS INC 650,804 938,280

    TY 2018 OtherExpensesSchedule
    Name:
    GEORGE H & JANE A MIFFLIN MEMORIAL FUND
    EIN:
    04-6384983
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FILING FEE - COMM OF MA FORM PC ANNUAL REPORT 250 0   250
    SUFFOLK PROBATE 52TH ACCOUNT 3,500 0   3,500
    AGENT FEE 237 237   0


    TY 2018 OtherIncomeSchedule2
    Name:
    GEORGE H & JANE A MIFFLIN MEMORIAL FUND
    EIN:
    04-6384983
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FOREIGN TAX RECLAIMS 2018 8,133   8,133


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    GEORGE H & JANE A MIFFLIN MEMORIAL FUND
    EIN:
    04-6384983
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LWC TAX PREPARATION 2,600 0   2,600
    LWC FIDUCIARY ADVISORS FEES 75,325 75,325   0
    LWC FIDUCIARY ADVISORS ADMINISTRATIVE SERVICES 35,000 0   35,000


    TY 2018 TaxesSchedule
    Name:
    GEORGE H & JANE A MIFFLIN MEMORIAL FUND
    EIN:
    04-6384983
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE BLANCE TAX PAID 9/30/2018 52,153 0   0
    ESTIMATED FEDERAL EXCISE TAX FOR 9/30/19 36,400 0   0
    FOREIGN TAXES WITHHELD 12,415 12,415   0