Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
BLUE HILLS BANK FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)500 RIVER RIDGE DRIVE NO 300
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NORWOOD, MA02062
A Employer identification number

46-5474132
B Telephone number (see instructions)

(617) 651-8597
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$16,243,257
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 713,343 713,343  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 106,165
b Gross sales price for all assets on line 6a 292,785
7 Capital gain net income (from Part IV, line 2)... 106,165
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........ 819,508 819,508  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 2,000 0   2,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 4,171 626   3,545
b Accounting fees (attach schedule)....... 2,675 1,337   1,338
c Other professional fees (attach schedule).... 67,423 0   67,423
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 7,906 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 3,689 0   3,689
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 103,344 50,944   52,400
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 191,208 52,907   130,395
25 Contributions, gifts, grants paid....... 854,091 854,091
26 Total expenses and disbursements. Add lines 24 and 25 1,045,299 52,907   984,486
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -225,791
b Net investment income (if negative, enter -0-) 766,601
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............. 1,414 36,115 36,115
2 Savings and temporary cash investments......... 93,411 19,539 19,539
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 13,023,333 Click to see attachment13,826,762 13,826,762
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,848,098 Click to see attachment2,360,841 2,360,841
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) 15,966,256 16,243,257 16,243,257
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 15,966,256 16,243,257
30 Total net assets or fund balances (see instructions)..... 15,966,256 16,243,257
31 Total liabilities and net assets/fund balances (see instructions). 15,966,256 16,243,257
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
15,966,256
2
Enter amount from Part I, line 27a .....................
2
-225,791
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
502,792
4
Add lines 1, 2, and 3 ..........................
4
16,243,257
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
16,243,257
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a SALE OF PUBLICLY TRADED SECURITIES      
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 292,785   186,620 106,165
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       106,165
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 2 106,165
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 892,518 13,873,005 0.064335
2016 458,931 11,105,640 0.041324
2015 301,553 9,766,443 0.030876
2014 2,541 5,485,749 0.000463
2013      
2
Total of line 1, column (d) .....................
2
0.136998
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
0.034250
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
16,586,734
5
Multiply line 4 by line 3......................
5
568,096
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
7,666
7
Add lines 5 and 6........................
7
575,762
8
Enter qualifying distributions from Part XII, line 4,.............
8
984,486
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 7,666
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 7,666
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 7,666
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 5,080
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 5,080
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 2,586
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 addressbulletN/A
    14
    The books are in care ofbulletKATHERINE PETERSON Telephone no.bullet (781) 702-5746

    Located atbullet500 RIVER RIDGE DR STE 300NORWOODMA ZIP+4bullet02062
    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
    WILLIAM PARENT PRESIDENT/DIRECTOR
    0.50
    0 0 0
    500 RIVER RIDGE DR STE 300
    NORWOOD,MA02062
    LAUREN MESSMORE VP/TREASURER/DIRECTOR
    0.50
    0 0 0
    500 RIVER RIDGE DR STE 300
    NORWOOD,MA02062
    KATHERINE PETERSON SECRETARY
    0.50
    0 0 0
    500 RIVER RIDGE DR STE 300
    NORWOOD,MA02062
    MARY NEE DIRECTOR
    0.50
    1,000 0 0
    500 RIVER RIDGE DR STE 300
    NORWOOD,MA02062
    KAREN MARRYAT DIRECTOR
    0.50
    0 0 0
    500 RIVER RIDGE DR STE 300
    NORWOOD,MA02062
    SAM SMITH JR DIRECTOR
    0.50
    1,000 0 0
    500 RIVER RIDGE DR STE 300
    NORWOOD,MA02062
    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
    16,767,730
    b
    Average of monthly cash balances.......................
    1b
    71,594
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    16,839,324
    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
    16,839,324
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    252,590
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    16,586,734
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    829,337
    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
    829,337
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    7,666
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    7,666
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    821,671
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    821,671
    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
    821,671
    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
    984,486
    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
    984,486
    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
    7,666
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    976,820
    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 7 821,671
    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...... 864,778
    b From 2014...... 347,442
    c From 2015...... 249,444
    d From 2016...... 46,095
    e From 2017......  
    fTotal of lines 3a through e........ 1,507,759
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 984,486
    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..... 821,671
    e Remaining amount distributed out of corpus 162,815
    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 1,670,574
    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) ...
    864,778
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    805,796
    10 Analysis of line 9:
    a Excess from 2014.... 347,442
    b Excess from 2015.... 249,444
    c Excess from 2016.... 46,095
    d Excess from 2017....  
    e Excess from 2018.... 162,815
    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:
    JULIE BECKHAM
    500 RIVER RIDGE DRIVE SUITE 300
    NORWOOD,MA02062
    (617) 360-6521
    JBECKHAM@BLUEHILLSBANK.COM
    bThe form in which applications should be submitted and information and materials they should include:
    GRANTS SHOULD BE SUBMITTED VIA THE FOUNDATION'S WEBSITE HTTPS://WWW.BLUEHILLSBANK.COM/FOUNDATION/.
    cAny submission deadlines:
    FEBRUARY 1ST, MAY 1ST, AUGUST 1ST & NOVEMBER 1ST
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SEE FOUNDATION'S WEBSITE FOR RESTRICTIONS AND LIMITATIONS ON AWARDS.
    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
    54TH MASSACHUSETTS VOLUNTEER REGIMENT COMPANY A INC
    1295 RIVER ST STE 2
    HYDE PARK,MA02136
    N/A PC PROGRAM SUPPORT 5,000
    ABOVE THE CLOUDS
    125 ACCESS RD
    NORWOOD,MA02062
    N/A PC PROGRAM SUPPORT 54
    ACCION EAST
    10 FAWCETT ST 204
    CAMBRIDGE,MA02138
    N/A PC PROGRAM SUPPORT 10,000
    AIDS ACTION COMMITTEE OF MASSACHUSETTS
    75 AMORY ST
    BOSTON,MA02119
    N/A PC PROGRAM SUPPORT 300
    ALL HANDS AND HEARTS SMART RESPONSE
    6 COUNTY RD STE 6
    MATTAPOISETT,MA02739
    N/A PC PROGRAM SUPPORT 931
    ALLIANCE FOR LUPUS RESEARCH
    275 MADISON AVE 1OTH FLOOR
    NEW YORK,NY10016
    N/A PC PROGRAM SUPPORT 150
    ALLIANCE FOR SUBSTANCE ABUSE PREVENTION
    PO BOX 2102
    NANTUCKET,MA02584
    N/A PC PROGRAM SUPPORT 1,000
    ALZHEIMER'S ASSOCIATION
    309 WAVERLEY OAKS ROAD
    WALTHAM,MA02452
    N/A PC PROGRAM SUPPORT 75
    ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION
    8430 W BRYN MAWR AVE STE 800
    CHICAGO,IL60631
    N/A PC PROGRAM SUPPORT 200
    AMERICAN CANCER SOCIETY
    3 SPEEN ST STE 250
    FRAMINGHAM,MA01701
    N/A PC PROGRAM SUPPORT 635
    AMERICAN CIVIL LIBERTIES UNION FOUNDATION
    125 BROAD ST 18TH FLOOR
    NEW YORK,NY10004
    N/A PC PROGRAM SUPPORT 50
    AMERICAN DIABETES ASSOCIATION
    2451 CRYSTAL DR STE 900
    ARLINGTON,VA22202
    N/A PC PROGRAM SUPPORT 250
    AMERICAN FOUNDATION FOR SUICIDE PREVENTION
    120 WALL ST 29TH FLOOR
    NEW YORK,NY10005
    N/A PC PROGRAM SUPPORT 50
    AMERICAN NATIONAL RED CROSS
    431 18TH STREET NW
    WASHINGTON,DC20006
    N/A PC PROGRAM SUPPORT 50
    AMERICAN PARKINSON'S DISEASE ASSOCIATION
    72 E CONCORD ST
    BOSTON,MA02118
    N/A PC PROGRAM SUPPORT 250
    ANGEL FUND
    649 MAIN ST
    WAKEFIELD,MA01880
    N/A PC PROGRAM SUPPORT 500
    APPALACHIAN MOUNTAIN CLUB
    10 CITY SQUARE
    BOSTON,MA02129
    N/A PC PROGRAM SUPPORT 50
    ARLINGTON FOOD PANTRY
    117 BROADWAY
    ARLINGTON,MA02474
    N/A PC PROGRAM SUPPORT 100
    ARTHRITIS FOUNDATION
    29 CRAFTS ST STE 100
    NEWTON,MA02458
    N/A PC PROGRAM SUPPORT 100
    ASSUMPTION COLLEGE
    500 SALISBURY ST
    WORCESTER,MA01609
    N/A PC PROGRAM SUPPORT 100
    BARTON CENTER FOR DIABETES EDUCATION
    30 ENNIS RD
    NORTH OXFORD,MA01537
    N/A PC PROGRAM SUPPORT 100
    BAY COVE HUMAN SERVICES
    66 CANAL STREET
    BOSTON,MA02114
    N/A PC PROGRAM SUPPORT 10,000
    BAYSTATE HEALTH FOUNDATION
    759 CHESTNUT STREET
    SPRINGFIELD,MA01199
    N/A PC PROGRAM SUPPORT 150
    BERLIN FAMILY FOOD PANTRY
    23 LINDEN ST 6
    BERLIN,MA01503
    N/A PC PROGRAM SUPPORT 100
    BEST BUDDIES INTERNATIONAL
    529 MAIN STREET 202
    BOSTON,MA02129
    N/A PC PROGRAM SUPPORT 850
    BETH ISRAEL DEACONESS HOSPITAL-MILTON
    199 REEDSDALE RD
    MILTON,MA02186
    N/A PC PROGRAM SUPPORT 5,000
    BIKES NOT BOMBS INC
    284 AMORY STREET
    JAMAICA PLAIN,MA02130
    N/A PC PROGRAM SUPPORT 25
    BOSTON BRUINS CHARITABLE FOUNDATION
    100 LEGENDS WAY
    BOSTON,MA02114
    N/A PC PROGRAM SUPPORT 25
    BOSTON BUILDING MATERIALS COOP CHARITABLE & EDUCATIONAL FUND INC
    100 TERRACE STREET
    ROXBURY,MA02120
    N/A PC PROGRAM SUPPORT 10,000
    BOSTON CHILDREN'S HOSPITAL
    300 LONGWOOD AVE
    BOSTON,MA02115
    N/A PC PROGRAM SUPPORT 150
    BOSTON COLLEGE TRUSTEES
    140 BEACON STREET 1
    CHESTNUT HILL,MA02467
    N/A PC PROGRAM SUPPORT 2,500
    BOSTON POLICE ATHLETIC LEAGUE
    1483 TREMONT STREET
    BOSTON,MA02120
    N/A PC PROGRAM SUPPORT 10,000
    BOSTON RESCUE MISSION
    39 KINGSTON STREET
    BOSTON,MA02111
    N/A PC PROGRAM SUPPORT 10,000
    BOSTON TAX HELP COALITION
    43 HAWKINS STREET
    BOSTON,MA02114
    N/A PC PROGRAM SUPPORT 5,000
    BOTTOM LINE INC
    500 AMORY ST STE 3
    JAMAICA PLAIN,MA02130
    N/A PC PROGRAM SUPPORT 200
    BOY SCOUTS OF AMERICA
    31 CAMPBELL STREET
    NORFOLK,MA02056
    N/A PC PROGRAM SUPPORT 250
    BRIGHAM & WOMENS HOSPITAL
    75 FRANCIS STREET
    BOSTON,MA02115
    N/A PC PROGRAM SUPPORT 500
    BUCKINGHAM BROWNE AND NICHOLS SCHOOL
    80 GERRYS LANDING RD
    CAMBRIDGE,MA02138
    N/A PC PROGRAM SUPPORT 1,250
    BUDGET BUDDIES INC
    114 TURNPIKE RD 2D
    CHELMSFORD,MA01824
    N/A PC PROGRAM SUPPORT 5,000
    CAMP FATIMA
    32 FATIMA RD
    GILMANTON IRON WORKS,NH03837
    N/A PC PROGRAM SUPPORT 500
    CAMP HARBOR VIEW FOUNDATION INC
    46 PLYMPTON ST
    BOSTON,MA02118
    N/A PC PROGRAM SUPPORT 100
    CAPE COD CHILD DEVELOPMENT PROGRAM
    83 PEARL STREET
    HYANNIS,MA02601
    N/A PC PROGRAM SUPPORT 25
    CAPE COD HEALTHCARE
    27 PARK STREET
    HYANNIS,MA02601
    N/A PC PROGRAM SUPPORT 700
    CASA MYRNA VAZQUEZ INC
    38 WAREHAM ST
    BOSTON,MA02118
    N/A PC PROGRAM SUPPORT 5,000
    CATHOLIC MEMORIAL HIGH SCHOOL
    235 BAKER ST
    WEST ROXBURY,MA02132
    N/A PC PROGRAM SUPPORT 1,000
    CATHOLIC SCHOOLS FOUNDATION
    67 BATTERYMARCH STREET 6TH FLOOR
    BOSTON,MA02110
    N/A PC PROGRAM SUPPORT 250
    CATIE'S CLOSET INC
    19 SCHOOL ST
    DRACUT,MA01826
    N/A PC PROGRAM SUPPORT 5,000
    CHILDREN INTERNATIONAL
    PO BOX 219055
    KANSAS CITY,MO64121
    N/A PC PROGRAM SUPPORT 720
    CHILDREN'S HOSPITAL AT DARTMOUTH-HITCHCOCK
    100 HITCHCOCK WAY
    MANCHESTER,NH03104
    N/A PC PROGRAM SUPPORT 100
    CITIZENS HOUSING AND PLANNING ASSOCIATION
    18 TREMONT ST 401
    BOSTON,MA02108
    N/A PC PROGRAM SUPPORT 10,000
    COLLEGE OF THE HOLY CROSS
    1 COLLEGE ST
    WORCESTER,MA01610
    N/A PC PROGRAM SUPPORT 1,250
    COLLICOT SCHOOL
    80 EDGE HILL ROAD
    MILTON,MA02186
    N/A PC PROGRAM SUPPORT 34
    COLUMBIA BARNARD HILLEL INC
    606 W 115TH ST
    NEW YORK,NY10025
    N/A PC PROGRAM SUPPORT 36
    COMMUNITY FOUNDATION FOR NANTUCKET (ROTARY INTERNATIONAL)
    PO BOX 204
    NANTUCKET,MA02554
    N/A PC PROGRAM SUPPORT 500
    COMMUNITY SERVINGS
    18 MARBURY TERRACE
    JAMAICA PLAIN,MA02130
    N/A PC PROGRAM SUPPORT 10,050
    COMPASSIONATE CARE ALS
    752 W FALMOUTH HWY
    FALMOUTH,MA02540
    N/A PC PROGRAM SUPPORT 250
    CONCORD POLICE ASSOCIATION
    PO BOX 519
    CONCORD,MA01742
    N/A PC PROGRAM SUPPORT 50
    CREUTZFELDT-JAKOB DISEASE FOUNDATION
    3610 W MARKET ST STE 110
    AKRON,OH44333
    N/A PC PROGRAM SUPPORT 100
    CRISTO REY BOSTON HIGH SCHOOL
    100 SAVIN HILL AVE
    DORCHESTER,MA02125
    N/A PC PROGRAM SUPPORT 5,000
    CROHNS AND COLITIS FOUNDATION
    733 THIRD AVE STE 510
    NEW YORK,NY10017
    N/A PC PROGRAM SUPPORT 250
    CYSTIC FIBROSIS FOUNDATION
    4550 MONTGOMERY AVE STE 1100N
    BETHESDA,MD20814
    N/A PC PROGRAM SUPPORT 50
    DANA FARBER CANCER INSTITUTE
    450 BROOKLINE AVENUE
    BOSTON,MA02215
    N/A PC PROGRAM SUPPORT 1,870
    DEDHAM COUNTRY DAY SCHOOL
    90 SANDY VALLEY ROAD
    DEDHAM,MA02026
    N/A PC PROGRAM SUPPORT 10,000
    DIGNITY MATTERS INC
    PO BOX 72
    WAYLAND,MA01778
    N/A PC PROGRAM SUPPORT 5,000
    EASTON CHILDREN'S MUSEUM
    9 SULLIVAN AVE
    NORTH EASTON,MA02356
    N/A PC PROGRAM SUPPORT 100
    ECUMENICAL SOCIAL ACTION COMMITTEE
    3313 WASHINGTON STREET 5
    JAMAICA PLAIN,MA02130
    N/A PC PROGRAM SUPPORT 10,000
    EMERGE A MEN'S COUNSELING SERVICE ON DOMESTIC VIOLENCE
    2464 MASSACHUSETTS AVE STE 101
    CAMBRIDGE,MA02140
    N/A PC PROGRAM SUPPORT 2,500
    ENDICOTT COMMUNITY GREENHOUSE
    245 MOUNT VERNON ST PO BOX 4011
    DEDHAM,MA02027
    N/A PC PROGRAM SUPPORT 100
    FAIRWINDS - NANTUCKET'S COUNSELING CENTER
    20 VESPER LANE L1
    NANTUCKET,MA02554
    N/A PC PROGRAM SUPPORT 1,000
    FIDELITY HOUSE INC
    25 MEDFORD STREET
    ARLINGTON,MA02474
    N/A PC PROGRAM SUPPORT 162
    FORT POINT ARTS COMMUNITY INC
    300 SUMMER ST M-1
    BOSTON,MA02210
    N/A PC PROGRAM SUPPORT 12,800
    FOXBORO YOUTH BASEBALL INC
    PO BOX 527
    FOXBORO,MA02035
    N/A PC PROGRAM SUPPORT 250
    FRIENDS OF NATIONAL GUARD FAMILIES
    14 BEACON ST STE 607A
    BOSTON,MA02108
    N/A PC PROGRAM SUPPORT 250
    FRIENDSHIP HOME INC
    458 MAIN STREET
    NORWELL,MA02061
    N/A PC PROGRAM SUPPORT 500
    FUND FOR CATHOLIC SCHOOLS INC
    67 BATTERYMARCH STREET 6TH FLOOR
    BOSTON,MA02110
    N/A PC PROGRAM SUPPORT 2,750
    GLBTQ LEGAL ADVOCATES & DEFENDERS
    18 TREMONT ST STE 950
    BOSTON,MA02108
    N/A PC PROGRAM SUPPORT 1,000
    GREATER BOSTON LEGAL SERVICES
    197 FRIEND STREET
    BOSTON,MA02114
    N/A PC PROGRAM SUPPORT 10,000
    GREATER BOSTON PFLAG
    85 RIVER STREET
    WALTHAM,MA02453
    N/A PC PROGRAM SUPPORT 5,050
    HALE RESERVATION
    80 CARBY STREET
    WESTWOOD,MA02090
    N/A PC PROGRAM SUPPORT 2,000
    HANSON PARENT TEACHER ORGANIZATION
    720 INDIAN HEAD STREET
    HANSON,MA02341
    N/A PC PROGRAM SUPPORT 87
    HARVARD LAW SCHOOL
    1563 MASSACHUSETTS AVE
    CAMBRIDGE,MA02138
    N/A PC PROGRAM SUPPORT 250
    HARWICH POLICE ASSOCIATION
    PO BOX 307
    HARWICH,MA02645
    N/A PC PROGRAM SUPPORT 50
    HOLY FAMILY COMMUNICATIONS
    6325 SHERIDAN DR
    WILLIAMSVILLE,NY14221
    N/A PC PROGRAM SUPPORT 400
    HOMESTART INC
    105 CHAUNCY ST 502
    BOSTON,MA02111
    N/A PC PROGRAM SUPPORT 754
    HOPE LOVES COMPANY INC
    65 S MAIN ST 101
    PENNINGTON,NJ08534
    N/A PC PROGRAM SUPPORT 100
    HOUSING CORPORATION OF ARLINGTON
    252 MASSACHUSETTS AVE
    ARLINGTON,MA02474
    N/A PC PROGRAM SUPPORT 100
    HUGS FOR MITO INC
    15 LAMPLIGHTER LN
    SOUTH EASTON,MA02375
    N/A PC PROGRAM SUPPORT 25
    HUNTINGTONS DISEASE SOCIETY OF AMERICA
    505 EIGHTH AVE STE 902
    NEW YORK,NY10018
    N/A PC PROGRAM SUPPORT 200
    HYDE PARK ART ASSOCIATION
    26 CENTRAL AVENUE
    HYDE PARK,MA02136
    N/A PC PROGRAM SUPPORT 80,000
    HYDE PARK EMERGENCY FOOD PANTRY
    1179 RIVER STREET
    HYDE PARK,MA02136
    N/A PC PROGRAM SUPPORT 75
    HYDE PARK MAIN STREETS INC
    11 FAIRMONT AVENUE SUITE 109
    HYDE PARK,MA02136
    N/A PC PROGRAM SUPPORT 5,000
    HYDE PARK MUNICIPAL BUILDING COMMUNITY CENTER
    1179 RIVER STREET
    HYDE PARK,MA02136
    N/A PC PROGRAM SUPPORT 3,000
    INTERSEMINARIAN-PROJECT PLACE INC
    1145 WASHINGTON STREET
    BOSTON,MA02118
    N/A PC PROGRAM SUPPORT 250
    JDRF INTERNATIONAL
    60 WALNUT STREET
    WELLESLEY HILLS,MA02481
    N/A PC PROGRAM SUPPORT 60
    JETT FOUNDATION
    36 CORDAGE PARK CIRCLE STE 328
    PLYMOUTH,MA02360
    N/A PC PROGRAM SUPPORT 100
    JUSTICE RESOURCE INSTITUTE
    160 GOULD ST STE 300
    NEEDHAM,MA02494
    N/A PC PROGRAM SUPPORT 3,000
    LABOURE COLLEGE
    303 ADAMS ST
    MILTON,MA02186
    N/A PC PROGRAM SUPPORT 100
    LAHEY CLINIC FOUNDATION INC
    41 MALL ROAD
    BURLINGTON,MA01805
    N/A PC PROGRAM SUPPORT 750
    LASELL COLLEGE
    1844 COMMONWEALTH AVENUE
    AUBURNDALE,MA02466
    N/A PC PROGRAM SUPPORT 412
    LEGACYMAKERS INTERNATIONAL MINISTRIES
    93 GLACIER WAY
    STAFFORD,VA22554
    N/A PC PROGRAM SUPPORT 200
    LEUKEMIA & LYMPHOMA SOCIETY
    70 WALNUT ST STE 301
    WELLESLEY,MA02481
    N/A PC PROGRAM SUPPORT 50
    LITTLE SISTERS OF THE ASSUMPTION
    65 MAGNOLIA STREET
    DORCHESTER,MA02125
    N/A PC PROGRAM SUPPORT 10,000
    LOVIN SPOONFULS INC
    1304 COMMONWEALTH AVENUE
    BOSTON,MA02134
    N/A PC PROGRAM SUPPORT 10,000
    LUPUS FOUNDATION OF AMERICA INC
    2121 K ST NW STE 200
    WASHINGTON,DC20037
    N/A PC PROGRAM SUPPORT 150
    LUPUS FOUNDATION OF NEW ENGLAND INC
    40 SPEEN ST 101
    FRAMINGHAM,MA01701
    N/A PC PROGRAM SUPPORT 100
    MAKE A WISH FOUNDATION
    133 FEDERAL ST 2ND FLOOR
    BOSTON,MA02110
    N/A PC PROGRAM SUPPORT 150
    MANCHESTER PTO
    43 LINCOLN STREET
    MANCHESTER,MA01944
    N/A PC PROGRAM SUPPORT 50
    MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION
    415 CROSSWAYS PARK DR STE D
    WOODBURY,NY11797
    N/A PC PROGRAM SUPPORT 200
    MARCUS SMARTS YOUNGAMECHANGER FOUNDATION INC
    59 CAVALIER BLVD STE 310
    FLORENCE,KY41042
    N/A PC PROGRAM SUPPORT 1,000
    MARINE TOYS FOR TOTS FOUNDATION
    53 QUEBEC STREET
    FORT DEVENS,MA01452
    N/A PC PROGRAM SUPPORT 25
    MARITZA GEORGE MINISTRIES INC
    3330 COBB PKWY NW 324
    ACWORTH,GA30101
    N/A PC PROGRAM SUPPORT 50
    MARTIN RICHARD CHARITABLE FOUNDATION
    1452 DORCHESTER AVENUE 4TH FLOOR
    DORCHESTER,MA02122
    N/A PC PROGRAM SUPPORT 52
    MASS MUSIC & ARTS SOCIETY (MMAS)
    377 N MAIN ST
    MANSFIELD,MA02048
    N/A PC PROGRAM SUPPORT 100
    MASSACHUSETTS AFFORDABLE HOUSING ALLIANCE
    1803 DORCHESTER AVE
    DORCHESTER CENTER,MA02124
    N/A PC PROGRAM SUPPORT 20,000
    MASSACHUSETTS COALITION FOR THE HOMELESS
    73 BUFFUM STREET
    LYNN,MA01902
    N/A PC PROGRAM SUPPORT 7,500
    MASSACHUSETTS DOWN SYNDROME CONGRESS
    20 BURLINGTON MALL ROAD 261
    BURLINGTON,MA01803
    N/A PC PROGRAM SUPPORT 400
    MASSACHUSETTS GENERAL HOSPITAL
    55 FRUIT STREET
    BOSTON,MA02114
    N/A PC PROGRAM SUPPORT 25
    MATTAPAN GREATER BOSTON TECHNOLOGY LEARNING CENTER
    1720 24 REGIS ROAD
    MATTAPAN,MA02126
    N/A PC PROGRAM SUPPORT 5,000
    MELROSE HIGH SCHOOL PERMANENT SCHOLARSHIP FUND
    PO BOX 760695
    MELROSE,MA02176
    N/A PC PROGRAM SUPPORT 25
    METROPOLITAN BOSTON HOUSING PARTNERSHIP
    1411 TREMONT STREET
    BOSTON,MA02120
    N/A PC PROGRAM SUPPORT 20,000
    MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH
    GRAND CENTRAL STATION PO BOX 4777
    NEW YORK,NY10163
    N/A PC PROGRAM SUPPORT 275
    MILTON FOUNDATION FOR EDUCATION
    PO BOX 223
    MILTON,MA02186
    N/A PC PROGRAM SUPPORT 10,000
    MILTON LIBRARY FOUNDATION
    PO BOX 314
    MILTON,MA02186
    N/A PC PROGRAM SUPPORT 5,300
    MILTON ROTARY FOUNDATION
    PO BOX 243
    MILTON,MA02186
    N/A PC PROGRAM SUPPORT 1,000
    MONTESSORI CHILDRENS HOUSE OF NANTUCKET INC
    7 PHEASANT DR
    NANTUCKET,MA02554
    N/A PC PROGRAM SUPPORT 500
    MOTHER BROOK ARTS & COMMUNITY CENTER
    123 HIGH STREET
    DEDHAM,MA02026
    N/A PC PROGRAM SUPPORT 25,000
    MOTHERS FOR JUSTICE AND EQUALITY
    2201 WASHINGTON ST
    BOSTON,MA02119
    N/A PC PROGRAM SUPPORT 5,000
    MUSEUM OF AFRICAN AMERICAN HISTORY
    46 JOY STREET
    BOSTON,MA02114
    N/A PC PROGRAM SUPPORT 5,000
    NANTUCKET ANTHENEUM
    1 INDIA STREET
    NANTUCKET,MA02554
    N/A PC PROGRAM SUPPORT 1,000
    NANTUCKET ARTS COUNCIL
    5 N WATER STREET
    NANTUCKET,MA02554
    N/A PC PROGRAM SUPPORT 1,000
    NANTUCKET BOOK FOUNDATION
    PO BOX 3531
    NANTUCKET,MA02584
    N/A PC PROGRAM SUPPORT 1,000
    NANTUCKET BOYS & GIRLS CLUB
    61 SPARKS AVENUE
    NANTUCKET,MA02554
    N/A PC PROGRAM SUPPORT 26,000
    NANTUCKET COMMUNITY MUSIC CENTER
    56 CENTRE ST
    NANTUCKET,MA02554
    N/A PC PROGRAM SUPPORT 2,500
    NANTUCKET DREAMLAND THEATER FOUNDATION
    17 S WATER STREET
    NANTUCKET,MA02554
    N/A PC PROGRAM SUPPORT 4,500
    NANTUCKET FILM FOUNDATION INC
    1622 BROADWAY 15TH FLOOR
    NEW YORK,NY10019
    N/A PC PROGRAM SUPPORT 5,000
    NANTUCKET SAFE HARBOR FOR ANIMALS
    11 CROOKED LANE
    NANTUCKET,MA02554
    N/A PC PROGRAM SUPPORT 257
    NANTUCKET SPORTS & THERAPEUTIC-ACCESSIBLE RECREATION INC
    PO BOX 3423
    NANTUCKET,MA02584
    N/A PC PROGRAM SUPPORT 1,000
    NATIONAL ART EDUCATION FOUNDATION
    901 PRINCE STREET
    ALEXANDRIA,VA22314
    N/A PC PROGRAM SUPPORT 25
    NATIONAL BRAIN TUMOR SOCIETY
    55 CHAPEL ST STE 200
    NEWTON,MA02458
    N/A PC PROGRAM SUPPORT 50
    NATIONAL MULTIPLE SCLEROSIS SOCIETY
    101A FIRST AVE
    WALTHAM,MA02451
    N/A PC PROGRAM SUPPORT 110
    NEIGHBORHOOD HOUSING SERVICES OF THE SOUTH SHORE
    422 WASHINGTON ST
    QUINCY,MA02169
    N/A PC PROGRAM SUPPORT 3,293
    NEW ENGLAND CENTER FOR CHILDREN
    33 TURNPIKE RD
    SOUTHBOROUGH,MA01772
    N/A PC PROGRAM SUPPORT 50
    NEW ENGLAND DONOR SERVICES
    60 1ST AVE
    WALTHAM,MA02451
    N/A PC PROGRAM SUPPORT 626
    NHA PROPERTIES INC DBA HOUSING NANTUCKET
    PO BOX 3149
    NANTUCKET,MA02584
    N/A PC PROGRAM SUPPORT 10,000
    NIANCTIC ROTARY FOUNDATION
    PO BOX 339
    NIANTIC,CT06357
    N/A PC PROGRAM SUPPORT 250
    NORWOOD HISTORICAL SOCIETY
    93 DAY STREET
    NORWOOD,MA02062
    N/A PC PROGRAM SUPPORT 10,000
    NOTRE DAME ACADEMY
    1073 MAIN ST
    HINGHAM,MA02043
    N/A PC PROGRAM SUPPORT 200
    OLD COLONY YMCA
    320 MAIN ST
    BROCKTON,MA02301
    N/A PC PROGRAM SUPPORT 25
    ONE CAN HELP INC
    PO BOX 55
    NEWTON,MA02468
    N/A PC PROGRAM SUPPORT 5,000
    ORDER OF MALTA AMERICA
    1011 1ST AVE 1350
    NEW YORK,NY10022
    N/A PC PROGRAM SUPPORT 4,875
    ORDER OF MALTA WORLDWIDE RELIEF MALTESER INTERNATIONAL
    1011 1ST AVE 1350
    NEW YORK,NY10022
    N/A PC PROGRAM SUPPORT 500
    PAN MASSACHUSETTS CHALLENGE
    77 FOURTH AVENUE
    NEEDHAM,MA02494
    N/A PC PROGRAM SUPPORT 74,546
    PARKWAY IN MOTION
    PO BOX 320399
    WEST ROXBURY,MA02132
    N/A PC PROGRAM SUPPORT 50
    PARKWAY YMCA
    1972 CENTRE ST
    WEST ROXBURY,MA02132
    N/A PC PROGRAM SUPPORT 20,000
    PARTNERS HEALTHCARE SYSTEM INC
    399 REVOLUTION DRIVE
    SOMERVILLE,MA02145
    N/A PC PROGRAM SUPPORT 1,100
    PILGRIM SOCIETY
    75 COURT STREET
    PLYMOUTH,MA02360
    N/A PC PROGRAM SUPPORT 1,620
    PINE STREET INN
    444 HARRISON AVE
    BOSTON,MA02118
    N/A PC PROGRAM SUPPORT 5,250
    PLAN INTERNATIONAL USA INC
    155 PLAN WAY
    WARWICK,RI02886
    N/A PC PROGRAM SUPPORT 264
    PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS INC
    1055 COMMONWEALTH AVE
    BOSTON,MA02215
    N/A PC PROGRAM SUPPORT 50
    PROJECT BREAD
    145 BORDER STREET
    BOSTON,MA02128
    N/A PC PROGRAM SUPPORT 16,390
    PROJECT CITIZENSHIP
    4 S MARKET STREET
    BOSTON,MA02109
    N/A PC PROGRAM SUPPORT 10,000
    PTA NORTH CAROLINA CONGRESS SYCAMORE CREEK ELEMENTARY SCHOOL
    10921 LEESVILLE RD
    RALEIGH,NC27613
    N/A PC PROGRAM SUPPORT 40
    QUALTERS MIDDLE SCHOOL PARENT ADVISORY COUNCIL INC
    240 EAST STREET
    MANSFIELD,MA02048
    N/A PC PROGRAM SUPPORT 55
    READ TO A CHILD
    20 WILLIAM ST G25
    WELLESLEY,MA02481
    N/A PC PROGRAM SUPPORT 5,000
    REBUILDING TOGETHER BOSTON INC
    3313 WASHINGTON STREET 2
    JAMAICA PLAIN,MA02130
    N/A PC PROGRAM SUPPORT 5,000
    RIVERSIDE THEATRE WORKS
    45 FAIRMOUNT AVE
    HYDE PARK,MA02136
    N/A PC PROGRAM SUPPORT 15,000
    ROGERSON COMMUNITIES INC
    1 FLORENCE ST
    ROSLINDALE,MA02131
    N/A PC PROGRAM SUPPORT 5,000
    SAVE THE HARBORSAVE THE BAY
    212 NORTHERN AVE 304
    BOSTON,MA02210
    N/A PC PROGRAM SUPPORT 5,000
    SCHOOL OF WHEELS OF MASSACHUSETTS
    100 LAUREL ST 121
    EAST BRIDGEWATER,MA02333
    N/A PC PROGRAM SUPPORT 10,000
    SILVER LINING MENTORING INC
    727 ATLANTIC AVE
    BOSTON,MA02111
    N/A PC PROGRAM SUPPORT 10,000
    SMALL FRIENDS ON NANTUCKET
    19 NOBADEER FARM ROAD
    NANTUCKET,MA02554
    N/A PC PROGRAM SUPPORT 5,280
    SOCIEDAD LATINA
    1530 TREMONT STREET
    ROXBURY CROSSING,MA02120
    N/A PC PROGRAM SUPPORT 5,000
    SOCIETY OF THE LITTLE FLOWER
    1313 N FRONTAGE ROAD
    DARIEN,IL60561
    N/A PC PROGRAM SUPPORT 25
    SOUTH SHORE INITIATIVE CORP
    75 FINNELL DR
    WEYMOUTH,MA02188
    N/A PC PROGRAM SUPPORT 500
    SOUTHSHORE HABITAT FOR HUMANITY
    20 MATHEWSON DR
    EAST WEYMOUTH,MA02189
    N/A PC PROGRAM SUPPORT 250
    SOUTHWEST BOSTON SENIOR SERVICES DBA ETHOS
    555 AMORY STREET
    JAMAICA PLAIN,MA02130
    N/A PC PROGRAM SUPPORT 7,500
    SPECIAL OLYMPICS MASSACHUSETTS
    512 FOREST ST
    MARLBOROUGH,MA01752
    N/A PC PROGRAM SUPPORT 100
    ST FRANCIS HOUSE
    39 BOYLSTON ST
    BOSTON,MA02116
    N/A PC PROGRAM SUPPORT 15,000
    ST JUDE CHILDRENS RESEARCH HOSPITAL INC
    181 PUTNAM PIKE
    JOHNSTON,RI02919
    N/A PC PROGRAM SUPPORT 390
    SWIM ACROSS AMERICA
    11600 N COMMUNITY HOUSE RD STE 100
    CHARLOTTE,NC28277
    N/A PC PROGRAM SUPPORT 150
    THAYER ACADEMY
    745 WASHINGTON ST
    BRAINTREE,MA02184
    N/A PC PROGRAM SUPPORT 5,000
    THE ARC OF SOUTH NORFOLK
    789 CLAPBOARDTREE ST
    WESTWOOD,MA02090
    N/A PC PROGRAM SUPPORT 7,500
    THE BASE BALL INC DBA THE BASE
    11 WALNUT PARK
    BOSTON,MA02119
    N/A PC PROGRAM SUPPORT 10,000
    THE FRANCIS OUIMET SCHOLARSHIP FUND
    300 ARNOLD PALMER BLVD
    NORTON,MA02766
    N/A PC PROGRAM SUPPORT 103
    THE GREATER BOSTON FOOD BANK
    70 S BAY AVE
    BOSTON,MA02118
    N/A PC PROGRAM SUPPORT 5,000
    THE JIMMY FUND
    10 BROOKLINE PLACE WEST 6TH FLOOR
    BROOKLINE,MA02445
    N/A PC PROGRAM SUPPORT 700
    THE NANTUCKET FLYING ASSOCIATION INC
    PO BOX 1142
    NANTUCKET,MA02554
    N/A PC PROGRAM SUPPORT 2,500
    THE OPEN DOOR CAPE ANN FOOD PANTRY INC
    28 EMERSON AVE
    GLOUCESTER,MA01930
    N/A PC PROGRAM SUPPORT 100
    THE PROGERIA RESEARCH FOUNDATION
    PO BOX 3453
    PEABODY,MA01961
    N/A PC PROGRAM SUPPORT 250
    THE SCHOLARSHIP FUND OF CONCORD AND CARLISLE
    34 WALDEN ST UNIT 217
    CONCORD,MA01742
    N/A PC PROGRAM SUPPORT 100
    THE THEATER OFFENSIVE INC
    565 BOYLSTON ST 3RD FLOOR
    BOSTON,MA02116
    N/A PC PROGRAM SUPPORT 10,000
    THE TREVOR PROJECT
    8704 SANTA MONICA BLVD STE 200
    WEST HOLLYWOOD,CA90069
    N/A PC PROGRAM SUPPORT 100
    THETA DELTA CHI EDUCATIONAL FOUNDATION INC
    214 LEWIS WHARF
    BOSTON,MA02110
    N/A PC PROGRAM SUPPORT 750
    THOMAS M MENINO YMCA
    1137 RIVER STREET
    HYDE PARK,MA02136
    N/A PC PROGRAM SUPPORT 14,500
    THOMPSON ISLAND OUTWARD BOUND EDUCATION CENTER
    PO BOX 127
    BOSTON,MA02127
    N/A PC PROGRAM SUPPORT 2,500
    TOGETHER YES INC
    396 WASHINGTON ST 2
    NORWOOD,MA02062
    N/A PC PROGRAM SUPPORT 3,000
    TRUSTEES OF PRINCETON UNIVERSITY
    701 CARNEGIE CENTER
    PRINCETON,NJ08540
    N/A PC PROGRAM SUPPORT 500
    UNIVERSITY OF MASSACHUSETTS AMHERST FOUNDATION INC
    134 HICKS WAY MEMORIAL HALL
    AMHERST,MA01003
    N/A PC PROGRAM SUPPORT 225
    URBAN EDGE
    1542 COLUMBUS AVE
    ROXBURY,MA02119
    N/A PC PROGRAM SUPPORT 10,000
    VENTURE CAFE FOUNDATION
    ONE BROADWAY 5TH FLOOR
    CAMBRIDGE,MA02142
    N/A PC PROGRAM SUPPORT 10,000
    VETERAN ENTREPRENEURSHIP TRAINING & RESOURCE NETWORK
    9 DANFORTH LANE
    NORTON,MA02766
    N/A PC PROGRAM SUPPORT 5,000
    WEDIKO CHILDREN'S SERVICES
    72-74 E DEDHAM STREET
    BOSTON,MA02118
    N/A PC PROGRAM SUPPORT 5,450
    WEST END HOUSE CAMP INC
    294 ROAD BETWEEN THE PONDS
    PARSONSFIELD,ME04047
    N/A PC PROGRAM SUPPORT 5,000
    WEST ROXBURY MAIN STREET INC
    1874 CENTRE STREET
    WEST ROXBURY,MA02132
    N/A PC PROGRAM SUPPORT 5,000
    WGBH EDUCATIONAL FOUNDATION
    1 GUEST STREET
    BOSTON,MA02135
    N/A PC PROGRAM SUPPORT 60
    WIKIMEDIA FOUNDATION INC
    1 MONTGOMERY ST STE 1600
    SAN FRANCISCO,CA94104
    N/A PC PROGRAM SUPPORT 150
    WIKIPEDIA EDUCATION INITIATIVE
    1 MONTGOMERY ST STE 1600
    SAN FRANCISCO,CA94104
    N/A PC PROGRAM SUPPORT 50
    YMCA OF ATTLEBORO
    63 N MAIN ST
    ATTLEBORO,MA02703
    N/A PC PROGRAM SUPPORT 100
    YMCA OF GREATER BOSTON
    316 HUNTINGTON AVENUE
    BOSTON,MA02115
    N/A PC PROGRAM SUPPORT 45,525
    Total .................................bullet 3a 854,091
    bApproved for future payment
    PARKWAY YMCA
    1972 CENTRE ST
    WEST ROXBURY,MA02132
    N/A PC PROGRAM SUPPORT 10,000
    THOMAS M MENINO YMCA
    1137 RIVER STREET
    HYDE PARK,MA02136
    N/A PC PROGRAM SUPPORT 10,000
    Total .................................bullet 3b 20,000
    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 ...........
             
    4 Dividends and interest from securities....     14 713,343  
    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 ............
        18 106,165  
    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).. 0 819,508 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    819,508
    (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:
    BLUE HILLS BANK FOUNDATION INC
    EIN:
    46-5474132
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEES 2,675 1,337   1,338

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    BLUE HILLS BANK FOUNDATION INC
    EIN:
    46-5474132
    Name of Stock End of Year Book Value End of Year Fair Market Value
    647,927 SHARES OF BLUE HILLS BANCORP 13,826,762 13,826,762

    TY 2018 InvestmentsOtherSchedule2
    Name:
    BLUE HILLS BANK FOUNDATION INC
    EIN:
    46-5474132
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS HELD AT FIDELITY FMV 2,360,841 2,360,841

    TY 2018 LegalFeesSchedule
    Name:
    BLUE HILLS BANK FOUNDATION INC
    EIN:
    46-5474132
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL SERVICES 4,171 626   3,545


    TY 2018 OtherExpensesSchedule
    Name:
    BLUE HILLS BANK FOUNDATION INC
    EIN:
    46-5474132
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE FILING FEE 259 0   259
    BLUE HILLS BANCORP ADMINISTRATIVE CHARGES 101,889 50,944   50,945
    PROGRAM SUPPLIES 624 0   624
    POSTAGE 572 0   572


    TY 2018 OtherIncreasesSchedule
    Name:
    BLUE HILLS BANK FOUNDATION INC
    EIN:
    46-5474132
    Description Amount
    UNREALIZED APPRECIATION ON INVESTMENTS 502,792


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    BLUE HILLS BANK FOUNDATION INC
    EIN:
    46-5474132
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GRANT MANAGEMENT 42,848 0   42,848
    PROGRAM CONSULTANTS 10,475 0   10,475
    EVER FI FINANCIAL LITERACY 14,100 0   14,100


    TY 2018 TaxesSchedule
    Name:
    BLUE HILLS BANK FOUNDATION INC
    EIN:
    46-5474132
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 7,906 0   0