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 01-01-2018 , and ending 12-31-2018
Name of foundation
THE CARNEY FAMILY CHARITABLE FOUNDATION
C/O CLAREMONT MGMT CO
Number and street (or P.O. box number if mail is not delivered to street address)ONE LAKESHORE CENTER
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BRIDGEWATER, MA02324
A Employer identification number

04-6614314
B Telephone number (see instructions)

(774) 202-5325
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$8,150,447J 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) 1,658,466
2 Check bullet.............
3 Interest on savings and temporary cash investments 99,891 99,891  
4 Dividends and interest from securities... 112,476 112,476  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 189,849
b Gross sales price for all assets on line 6a 908,732
7 Capital gain net income (from Part IV, line 2)... 265,747
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........ 2,060,682 478,114  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 169,307 9,920   159,387
14 Other employee salaries and wages...... 22,916 0   22,916
15 Pension plans, employee benefits....... 32,266 3,227   29,039
16a Legal fees (attach schedule)......... Click to see attachment 51 0   51
b Accounting fees (attach schedule)....... Click to see attachment 2,500 1,250   1,250
c Other professional fees (attach schedule).... Click to see attachment 90,340 0   90,340
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 36,756 5,790   13,686
19 Depreciation (attach schedule) and depletion... 123 0  
20 Occupancy.............. 27,925 0   27,925
21 Travel, conferences, and meetings....... 8,438 0   8,438
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 60,547 17,048   43,499
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 451,169 37,235   396,531
25 Contributions, gifts, grants paid....... 1,800,941 1,800,941
26 Total expenses and disbursements. Add lines 24 and 25 2,252,110 37,235   2,197,472
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -191,428
b Net investment income (if negative, enter -0-) 440,879
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............. 387,701 200,268 200,268
2 Savings and temporary cash investments......... 5,151 252 252
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) bullet2,000,000
Less: allowance for doubtful accounts bullet0 2,008,333 Click to see attachment2,000,000 2,000,000
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 1,100    
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 5,938,714 Click to see attachment5,948,262 5,948,262
14 Land, buildings, and equipment: basis bullet6,564
Less: accumulated depreciation (attach schedule) bullet4,899 1,788 1,665 1,665
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,342,787 8,150,447 8,150,447
Liabilities 17 Accounts payable and accrued expenses.......... 4,249 3,435
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)......... 4,249 3,435
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 8,338,538 8,147,012
30 Total net assets or fund balances (see instructions)..... 8,338,538 8,147,012
31 Total liabilities and net assets/fund balances (see instructions). 8,342,787 8,150,447
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
8,338,538
2
Enter amount from Part I, line 27a .....................
2
-191,428
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
8,147,110
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
98
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
8,147,012
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 FIDELITY - 7579 - SHORT TERM - COVERED P    
b FIDELITY - 7579 - LONG TERM - COVERED D    
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 8,758   8,797 -39
b 802,543   634,188 168,355
c 97,431     97,431
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       -39
b       168,355
c       97,431
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 2 265,747
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 2,416,807 8,977,793 0.269198
2016 2,508,138 7,979,918 0.314306
2015 1,690,322 8,542,537 0.197871
2014 1,375,547 10,968,310 0.125411
2013 1,332,646 5,913,027 0.225375
2
Total of line 1, column (d) .....................
2
1.132161
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
0.226432
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
7,278,452
5
Multiply line 4 by line 3......................
5
1,648,074
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
4,409
7
Add lines 5 and 6........................
7
1,652,483
8
Enter qualifying distributions from Part XII, line 4,.............
8
2,197,472
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 4,409
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 4,409
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 4,409
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 8,161
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 11,161
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 6,752
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet6,752 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletRICHARD DANNENBAUM Telephone no.bullet (774) 202-5325

    Located atbulletONE LAKESHORE CENTERBRIDGEWATERMA ZIP+4bullet02324
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    KATHLEEN LARISA EXECUTIVE DIRECTOR
    30.00     		99,204 16,685 0
    128 UNION STREET
    NEW BEDFORD,MA02740
    PATRICK CARNEY TRUSTEE
    1.00     		0 0 0
    128 UNION STREET
    NEW BEDFORD,MA02740
    LILLIAN CARNEY TRUSTEE
    1.00     		0 0 0
    128 UNION STREET
    NEW BEDFORD,MA02740
    COLLEEN C CARNEY TRUSTEE
    1.00     		0 0 0
    128 UNION STREET
    NEW BEDFORD,MA02740
    EDWARD H CARNEY TRUSTEE
    1.00     		0 0 0
    128 UNION STREET
    NEW BEDFORD,MA02740
    PATRICK CARNEY JR TRUSTEE
    1.00     		0 0 0
    128 UNION STREET
    NEW BEDFORD,MA02740
    GLENN OLIVEIRA PROGRAM DIRECTOR
    40.00     		70,103 14,176 0
    128 UNION STREET
    NEW BEDFORD,MA02740
    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
    RIDGEWAY PHILANTHORY PHILANTHROPIC ADVISORY 90,000
    121 MT VERNON STREET
    BOSTON,MA02108
    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 NONE 0
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    4,974,649
    b
    Average of monthly cash balances.......................
    1b
    408,440
    c
    Fair market value of all other assets (see instructions)................
    1c
    2,006,202
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,389,291
    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
    7,389,291
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    110,839
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    7,278,452
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    363,923
    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
    363,923
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    4,409
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,409
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    359,514
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    359,514
    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
    359,514
    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
    2,197,472
    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
    2,197,472
    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
    4,409
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,193,063
    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 7 359,514
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 1,043,179
    b From 2014...... 838,651
    c From 2015...... 1,267,401
    d From 2016...... 2,114,012
    e From 2017...... 1,989,895
    fTotal of lines 3a through e........ 7,253,138
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 2,197,472
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 359,514
    e Remaining amount distributed out of corpus 1,837,958
    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 9,091,096
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		1,043,179
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		8,047,917
    10 Analysis of line 9:
    a Excess from 2014.... 838,651
    b Excess from 2015.... 1,267,401
    c Excess from 2016.... 2,114,012
    d Excess from 2017.... 1,989,895
    e Excess from 2018.... 1,837,958
    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).)
    PATRICK CARNEY
    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:
    KATHLEEN LARISACO CLAREMONT COMPANI
    128 UNION STREET
    NEW BEDFORD,MA02740
    (774) 202-5325
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS SHOULD BE WRITTEN REQUESTS ON LETTERHEAD AND SHOULD PROVIDE INFORMATION REGARDING QUALIFIED CHARITABLE STATUS AND INTENDED USE OF GRANT.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE OTHER THAN AS DETAILED IN 2 (B) ABOVE.
    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
    ALL HANDS AND HEARTS - SMART RESPONSE
    6 COUNTRY ROAD SUITE 6
    MATTAPOISETT,MA02739     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 1,500
    ALMA DEL MAR CHARTER SCHOOL
    515 BELLEVILLE AVENUE
    NEW BEDFORD,MA02746     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 5,000
    BARK
    PO BOX 12065
    PORTLAND,OR97212     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 1,000
    BC HIGH SCHOOL
    150 MORRISSEY BLVD
    BOSTON,MA02125     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 20,000
    BERKLEY SCHOLARSHIP FUND
    BERKLEY MIDDLE SCHOOL 21 NO MAIN ST
    BERKLEY,MA02779     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 1,000
    BIG BROTHERS BIG SISTERS OF MASSACHUSETTS BAY
    75 FEDERAL ST 8TH FLOOR
    BOSTON,MA02110     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 10,000
    BISHOP STANG HIGH SCHOOL
    BISHOP STANG HIGH SCHOOL 500 SLOCUM
    ROAD
    NORTH DARTMOUTH,MA02747     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 2,000
    BOSTON CHILDREN'S HOSPITAL
    300 LONGWOOD AVE
    BOSTON,MA02115     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 9,500
    BOSTON COLLEGE
    220 MORE HALL 140 COMMONWEALTH
    AVENUE
    CHESTNUT HILL,MA02467     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 312,500
    BOSTON HEALTHCARE FOR THE HOMELESS
    780 ALBANY ST
    BOSTON,MA02118     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 1,000
    BOYS AND GIRLS CLUB OF BOSTON
    200 HIGH STREET 3RD FLOOR
    BOSTON,MA02110     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 518
    BOYS AND GIRLS CLUB OF GREATER NEW BEDFORD
    166 JENNEY STREET
    NEW BEDFORD,MA02740     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 25,000
    BRISTOL COUNTY CHAMBER OF COMMERCE INC
    500 POCASSET STREET
    FALL RIVER,MA02721     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 7,000
    BROOKLINE COMMUNITY FOUNDATION INC
    40 WEBSTER PLACE
    BROOKLINE,MA02445     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 4,000
    BUTTONWOOD PARK ZOOLOGICAL SOCIETY
    425 HAWTHORN STREET
    NEW BEDFORD,MA02740     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 40,000
    CATHOLIC EXTENSION
    150 SOUTH WACKER DRIVE SUITE 2000
    CHICAGO,IL60606     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 10,000
    CATHOLIC SEAL FOUNDATION
    71 MAIN STREET UNIT 8
    LAKEVILLE,MA02347     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 3,500
    CATHOLIC SCHOOLS FOUNDATION
    260 FRANKLIN ST SUITE 630
    BOSTON,MA02110     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 10,000
    CATHOLIC SOCIAL SERVICES
    1600 BAY ST
    FALL RIVER,MA02724     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 1,000
    CHEW MEMORIAL BOYS AND GIRLS - FALL RIVER
    803 BEDFORD ST PO BOX 5155
    FALL RIVER,MA02723     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 5,000
    CHILD AND FAMILY SERVICES OF NEW BEDFORD
    3057 ACUSHNET AVE
    NEW BEDFORD,MA02745     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 5,000
    CHILDREN'S ADVOCACY CENTER OF BRISTOL COUNTY
    58 ARCH STREET
    FALL RIVER,MA02724     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 10,000
    CITIZENS FOR RESPONSIBILITY AND ETHICS IN WASHINGTON (CREW)
    455 MASSACHUSETTS ACE 6TH FLOOR
    WASHINGTON,DC20001     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 2,000
    CITY OF NEW BEDFORD - HEALTH DEPARTMENT
    1213 PURCHASE STREET
    NEW BEDFORD,MA02740     		  GOV UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 40,000
    CITY OF NEW BEDFORD PUBLIC SCHOOLS - CAMPBELL ELEMENTARY SCHOOL
    145 ESSEX STREET
    NEW BEDFORD,MA02745     		  GOV UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 5,000
    CITY OF NEW BEDFORD PUBLIC SCHOOLS - IRWIN M JACOBS ELEMENTARY SCHOOL
    47 EMERY STREET
    NEW BEDFORD,MA02744     		  GOV UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 3,000
    COASTAL NEIGHBORS NETWORK INC
    PO BOX 80073
    S DARTMOUTH,MA02748     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 2,000
    COLORADO OUTDOOR EDUCATION CENTER
    PO BOX 167
    FLORISSANT,CO80816     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 15,000
    COMMUNITY BOATING CENTER
    1641 PADNARAM AVENUE
    NEW BEDFORD,MA02740     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 47,000
    COMMUNITY FOUNDATION OF SOUTHEASTERN MA (CFSEMA)
    128 UNION STREET SUITE 403
    NEW BEDFORD,MA02740     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 103,500
    CRESCENT PARK CAROUSEL PRESERVATION ASSOCIATION
    145 TAUNTON AVE E
    PROVIDENCE,RI02914     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 1,000
    DANA-FARBER CANCER INSTITUTE
    10 BROOKLINE PLACE WEST
    BROOKLINE,MA02445     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 240,000
    DARTMOUTH NATURAL RESOURCES TRUST
    PO BOX 70567
    DARTMOUTH,MA02747     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 1,000
    DEMELLO SCHOOL PTO
    654 DARTMOUTH ST
    SOUTH DARTMOUTH,MA02748     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 2,000
    DENNISON MEMORIAL COMMUNITY CENTER
    755 SOUTH FIRST STREET
    NEW BEDFORD,MA02744     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 10,000
    DIOCESE OF FALL RIVER
    450 HIGHLAND AVENUE PO BOX 2577
    FALL RIVER,MA02722     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 30,000
    DIOCESE OF PALM BEACH
    9995 NORTH MILITARY TRAIL POBOX
    109650
    PALM BEACH GARDENS,FL33410     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 5,000
    DOVER LAND CONSERVATION TRUST
    PO BOX 562
    DOVER,MA02030     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 1,000
    DUKE UNIVERSITY
    C/O DUKE LAW ALUMNI AND DEVELOPMENT
    615 CHAPEL DRIVE BOX 90389
    DURHAM,NC27708     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 2,000
    EDISON COMMUNITY & SPORTS FOUNDATION
    PO BOX 68032
    MINNEAPOLIS,MN55418     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 1,000
    EDWARD KENNEDY INSTITUTE FOR THE SENATE
    210 MORRISEY BLVD
    BOSTON,MA02125     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 10,000
    EMERALD NECKLACE CONSERVANCY
    125 THE FENWAY
    BOSTON,MA02115     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 10,000
    FADICA
    4201 CONNECTICUT AVE
    WASHINGTON,DC20008     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 2,500
    FINCA
    1201 FIFTEENTH ST NW
    WASHINGTON,DC20005     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 500
    FOUNDATION TO ADVANCE CATHOLIC EDUCATION FACE)(ST MARY'S)
    450 HIGHLAND AVE
    FALL RIVER,MA02720     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 10,256
    FRIENDS ACADEMY
    1088 TUCKER ROAD
    DARTMOUTH,MA02747     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 26,500
    FRIENDS OF COACTION
    SLIP BANTRY
    CORK,CO54021     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 10,000
    GREATER NEW BEDFORD COMMUNITY HEALTH CENTER INC
    874 PURCHASE STREET
    NEW BEDFORD,MA02740     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 5,000
    HOLY FAMILY SCHOOL
    8 ORANGE AVE
    NATCHEZ,MS39120     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 500
    IMMACULATE CONCEPTION CHURCH
    3 FAYETTE ST
    LOWELL,MA01852     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 10,000
    INTER-CHURCH COUNCIL OF GNB
    412 COUNTY STREET
    NEW BEDFORD,MA02740     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 2,000
    JUNIOR ACHIEVEMENT OF SOUTHEASTERN MASS INC
    128 UNION STREET SUITE 304
    NEW BEDFORD,MA02740     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 10,000
    LLOYD CENTER FOR THE ENVIRONMENT
    430 POTOMSKA ROAD
    S DARTMOUTH,MA02748     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 3,500
    LOVIN SPOONFULS INC
    1304 COMMONWEALTH AVE SUITE E
    BOSTON,MA02134     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 1,500
    MASSACHUSETTS GENERAL HOSPITAL
    125 NASHUA ST SUITE 540
    BOSTON,MA02114     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 160,000
    MCAULEY MINISTRIES
    622 ELMWOOD ST
    PROVIDENCE,RI02907     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 500
    MINNESOTA DIVERSIFIED INDUSTRIES INC
    3501 BROADWAY ST STE 100
    MINNEAPOLIS,MN55413     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 2,000
    MINNESOTA WOMENS CONSORTIUM
    550 RICE STREET
    SAINT PAUL,MN55103     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 2,000
    MY BROTHER'S KEEPER
    534 WASHINGTON ST
    EASTON,MA02375     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 25,000
    NATIVITY PREPARATORY SCHOOL OF NEW BEDFORD
    66 SPRING STREET
    NEW BEDFORD,MA02740     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 10,000
    NEW BEDFORD FESTIVAL THEATRE
    684 PURCHASE ST
    NEW BEDFORD,MA02740     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 5,000
    NEW BEDFORD STAR KIDS SCHOLARSHIP PROGRAM
    PO BOX 6214
    MIDDLETOWN,RI02842     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 3,500
    NEW BEDFORD SYMPHONY ORCHESTRA
    128 UNION STREET SUITE 204
    NEW BEDFORD,MA02740     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 20,000
    NEW BEDFORD WHALING MUSEUM
    18 JOHNNY CAKE HILL
    NEW BEDFORD,MA02740     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 18,000
    NORTHEASTERN MINNESOTANS FOR WILDERNESS
    PO BOX 625
    ELY,MN55731     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 1,000
    NORTHSTAR LEARNING CENTERS INC
    53 LINDEN STREET
    NEW BEDFORD,MA02740     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 50,000
    NORWICH FREE ACADEMY
    305 BROADWAY
    NORWICH,CT06360     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 500
    ORDER OF MALTA AMERICAN ASSOCIATION
    1011 FIRST AVENUE SUITE 1350
    NEW YORK,NY10022     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 1,500
    OUR SISTERS' SCHOOL
    145 BROWNELL AVE
    NEW BEDFORD,MA02740     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 18,284
    PLAY BALL FOUNDATION
    60 THOREAU STREET 255
    CONCORD,MA01742     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 10,000
    PORTUGUESE UNITED FOR EDUCATION
    360 COGGESHALL ST
    NEW BEDFORD,MA02746     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 5,000
    RED CLOUD INDIAN SCHOOL
    100 MISSION DR
    PINE RIDGE,SD57770     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 50,000
    REGIS COLLEGE
    235 WELLESLEY STREET
    WESTON,MA02493     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 12,000
    RODMAN RIDE FOR KIDS
    10 LINCOLN RD 208
    FOXBORO,MA02035     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 1,000
    ROTCH-JONES-DUFF HOUSE AND GARDEN MUSEUM
    396 COUNTY STREET
    NEW BEDFORD,MA02470     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 500
    SAINT ANTHONY SHRINE
    100 ARCH STREET
    BOSTON,MA02110     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 5,000
    SCHOLARSHIP FOR ADVANCED GUYANESE EDUCATION (SAGE)
    1976 S LA CIENEGA BLVD 542
    LOS ANGELES,CA90034     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 1,000
    SIGNAL FIRE
    5205 NE 19TH AVE
    PORTLAND,OR97211     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 1,000
    SOUTH BRONX EDUCATION FOUNDATION
    843 CROTONA PARK NORTH
    BRONX,NY10460     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 500
    SOUTHCOAST HEALTH SYSTEM
    101 PAGE ST
    NEW BEDFORD,MA02740     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 1,000
    ST LAWRENCE MARTYR CHURCH
    110 SUMMER ST
    NEW BEDFORD,MA02740     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 7,600
    ST LUKE'S HOSPITAL (SOUTHCOAST HEALTH SYSTEMS)
    101 PAGE STREET
    NEW BEDFORD,MA02741     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 31,250
    ST MARY'S PARISH
    783 DARTMOUTH STREET
    DARTMOUTH,MA02748     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 7,000
    ST THOMAS AQUINAS PARISH
    103 CENTER ST
    BRIDGEWATER,MA02324     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 500
    ST VINCENT'S DEPAUL SOCIETY
    ST MARGARET MARY ALACOQUE CONFERENC
    PO BOX 1381
    MIDDLEBORO,MA02346     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 1,000
    STANLEY STREET TREATMENT AND RESOURCES
    386 STANLEY STREET
    FALL RIVER,MA02720     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 50,000
    TEACH FOR AMERICA
    60 CANAL STREET 5TH FLOOR
    BOSTON,MA02114     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 20,000
    THE BRIDGE
    351 ELM ST
    DARTMOUTH,MA02715     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 10,000
    THE HOME FOR LITTLE WANDERERS
    10 GUEST STREET SUITE 3
    BOSTON,MA02135     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 1,500
    THE IRELAND FUNDS
    10 POST OFFICE SQUARE SUITE 1205
    BOSTON,MA02109     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 10,000
    THE MARION INSTITUTE
    202 SPRING ST
    MARION,MA02738     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 22,500
    THE SALVATION ARMY - MASSACHUSETTS DIVISION
    25 SHAWMUT ROAD
    CANTON,MA02021     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 1,000
    UNITED WAY OF GREATER NEW BEDFORD
    128 UNION ST STE 105
    NEW BEDFORD,MA02740     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 32,700
    UNITED WAY OF PALM BEACH COUNTY
    477 SOUTH ROSEMARY AVENUE SUITE 230
    WEST PALM BEACH,FL33401     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 1,000
    UNIVERSITY OF DENVER
    2101 S UNIVERSITY BLVD SUITE 664
    DENVER,CO80208     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 2,500
    UNIVERSITY OF MASSACHUSETTS - DARTMOUTH
    285 OLD WESTPORT RD
    DARTMOUTH,MA02747     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 34,333
    WHALE
    128 UNION STREET
    NEW BEDFORD,MA02470     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 5,000
    WOMEN'S FUND
    30 CORNELL ST
    NEW BEDFORD,MA02740     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 8,500
    WOMENS LUNCH PLACE
    67 NEWBURY STREET
    BOSTON,MA02116     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 2,500
    YES
    412 MASSACHUSETTS AVE
    BOSTON,MA02118     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 7,500
    YMCA SOUTHCOAST
    128 UNION ST STE 304
    NEW BEDFORD,MA02740     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 20,000
    YOUTH OPPORTUNITIES UNLIMITED INC (YOU)
    224 BROCK AVENUE
    NEW BEDFORD,MA02744     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 3,000
    YWCA SOUTHEASTERN MA
    20 SOUTH SIXTH STREET
    NEW BEDFORD,MA02740     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 5,000
    ZEITERION THEATRE INC
    684 PURCHASE ST
    NEW BEDFORD,MA02740     		  PC UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE 15,000
    Total .................................bullet 3a 1,800,941
    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 99,891  
    4 Dividends and interest from securities....     14 112,476  
    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 ............     		    18 189,849  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 402,216 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    402,216
    (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
    THE CARNEY FAMILY CHARITABLE FOUNDATION
    C/O CLAREMONT MGMT CO
    Employer identification number

    04-6614314
    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
    THE CARNEY FAMILY CHARITABLE FOUNDATION
    C/O CLAREMONT MGMT CO         		Employer identification number
    04-6614314
    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
    PATRICK CARNEY
     
    128 UNION STREET
     
    NEW BEDFORD, MA02740

    		$ 1,658,466


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

    		$  


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

    		$  


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

    		$  


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    THE CARNEY FAMILY CHARITABLE FOUNDATION
    C/O CLAREMONT MGMT CO         		Employer identification number

    04-6614314
    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
    1
    		 SECURITIES $ 1,509,239 2018-12-31
    (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
    THE CARNEY FAMILY CHARITABLE FOUNDATION
    C/O CLAREMONT MGMT CO         		Employer identification number

    04-6614314
    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:
    THE CARNEY FAMILY CHARITABLE FOUNDATION
     
    C/O CLAREMONT MGMT CO
    EIN:
    04-6614314
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREP 2,500 1,250   1,250

    TY 2018 GeneralExplanationAttachment
    Name:
    THE CARNEY FAMILY CHARITABLE FOUNDATION
     
    C/O CLAREMONT MGMT CO
    EIN:
    04-6614314
    Identifier Return Reference Explanation
      FORM 990PF, PART VII-B LINE 1(A)4: THE ORGANIZATION PAYS COMPENSATION TO ONE OF ITS BOARD MEMBERS FOR HER DUTIES AS EXECUTIVE DIRECTOR OF THE ORGANIZATION. THIS MEETS THE DEFINITION OF SELF-DEALING AND AS SUCH, PART VII-B QUESTIONS 1A4 HAVE BEEN ANSWERED YES. HOWEVER, THE PAYMENTS ARE REASONABLE AND NOT EXCESSIVE. THE PAYMENT DOES NOT FAIL TO QUALIFY AS AN EXCEPTION AND THEREFORE PART VII-B QUESTION 1B HAS BEEN ANSWERED NO.

    TY 2018 InvestmentsOtherSchedule2
    Name:
    THE CARNEY FAMILY CHARITABLE FOUNDATION
     
    C/O CLAREMONT MGMT CO
    EIN:
    04-6614314
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    FIDELITY INVESTMENTS AT COST 5,948,262 5,948,262

    TY 2018 LegalFeesSchedule
    Name:
    THE CARNEY FAMILY CHARITABLE FOUNDATION
     
    C/O CLAREMONT MGMT CO
    EIN:
    04-6614314
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL EXPENSES 51 0   51


    TY 2018 OtherDecreasesSchedule
    Name:
    THE CARNEY FAMILY CHARITABLE FOUNDATION
     
    C/O CLAREMONT MGMT CO
    EIN:
    04-6614314
    Description Amount
    PRIOR PERIOD ADJUSTMENT 98


    TY 2018 OtherExpensesSchedule
    Name:
    THE CARNEY FAMILY CHARITABLE FOUNDATION
     
    C/O CLAREMONT MGMT CO
    EIN:
    04-6614314
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES 17,048 17,048   0
    BUILDING LIGHTING 0 0   0
    BUILDING REPAIRS & MAINTENANCE 799 0   799
    CABLE 422 0   422
    CELL PHONES 1,927 0   1,927
    COMPUTER SUPPORT SERVICES 11,122 0   11,122
    CONFERENCE CALLS 161 0   161
    INTERIOR PAINTING 640 0   640
    INTERNET 1,119 0   1,119
    MEMBERSHIP AND DUES 15,279 0   15,279
    OFFICE SUPPLIES 2,276 0   2,276
    OTHER MARKETING EXPENSES 141 0   141
    POSTAGE 1,013 0   1,013
    SUBSCRIPTIONS 967 0   967
    TELEPHONE 1,450 0   1,450
    EMPLOYEE OUTINGS 150 0   150
    ENTERTAINMENT 3,513 0   3,513
    LICENSES AND FEES 1,071 0   1,071
    OFFICE EQUIPMENT 1,287 0   1,287
    ADMINISTRATIVE EXPENSES 162 0   162


    TY 2018 OtherNotesLoansRcvblShortSch2
    Name:
    THE CARNEY FAMILY CHARITABLE FOUNDATION
     
    C/O CLAREMONT MGMT CO
    EIN:
    04-6614314
    Name of 501(c)(3) Organization Balance Due
    THE COLLEGE OF NEW ROCHELLE
          		2,000,000


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    THE CARNEY FAMILY CHARITABLE FOUNDATION
     
    C/O CLAREMONT MGMT CO
    EIN:
    04-6614314
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER PROFESSIONAL FEES 90,340 0   90,340


    TY 2018 TaxesSchedule
    Name:
    THE CARNEY FAMILY CHARITABLE FOUNDATION
     
    C/O CLAREMONT MGMT CO
    EIN:
    04-6614314
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 15,207 1,521   13,686
    FOREIGN TAXES 4,269 4,269   0
    STATE INCOME TAXES 930 0   0
    FEDERAL INCOME TAX 16,350 0   0