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 07-01-2018 , and ending 06-30-2019
Name of foundation
JANEY FUND CHARITABLE TRUST
C/O C&R MANAGEMENT
Number and street (or P.O. box number if mail is not delivered to street address)1330 BOYLSTON STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHESTNUT HILL, MA02467
A Employer identification number

11-2836564
B Telephone number (see instructions)

(617) 734-3600
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$14,796,917J 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 2,925 2,925  
4 Dividends and interest from securities... 450,937 599,757  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -100,111
b Gross sales price for all assets on line 6a 5,182,612
7 Capital gain net income (from Part IV, line 2)... 0
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........ 353,751 602,682  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 87,000 0   87,000
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 7,500 3,750   3,750
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 17,875 0   7,075
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 50,028 5,819   44,209
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 162,403 9,569   142,034
25 Contributions, gifts, grants paid....... 5,983,722 5,983,722
26 Total expenses and disbursements. Add lines 24 and 25 6,146,125 9,569   6,125,756
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -5,792,374
b Net investment income (if negative, enter -0-) 593,113
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 1,628,574 1,267,742 1,267,742
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule)....... 18,590,728 Click to see attachment13,159,186 13,529,175
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 20,219,302 14,426,928 14,796,917
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 20,219,302 14,426,928
30 Total net assets or fund balances (see instructions)..... 20,219,302 14,426,928
31 Total liabilities and net assets/fund balances (see instructions). 20,219,302 14,426,928
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
20,219,302
2
Enter amount from Part I, line 27a .....................
2
-5,792,374
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
14,426,928
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
14,426,928
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 5,182,612   5,282,723 -100,111
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       -100,111
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 -100,111
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 5,751,676 22,435,227 0.256368
2016 5,551,692 27,527,217 0.201680
2015 6,095,175 32,820,965 0.185710
2014 5,796,458 34,899,140 0.166092
2013 4,900,304 20,362,403 0.240655
2
Total of line 1, column (d) .....................
2
1.050505
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
0.210101
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
18,079,091
5
Multiply line 4 by line 3......................
5
3,798,435
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
5,931
7
Add lines 5 and 6........................
7
3,804,366
8
Enter qualifying distributions from Part XII, line 4,.............
8
6,125,756
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 5,931
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 5,931
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 5,931
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 5,201
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 15,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 20,201
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 16
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 14,254
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet14,254 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 ofbulletC&R MANAGEMENT Telephone no.bullet (617) 734-3600

    Located atbullet1330 BOYLSTON STREETCHESTNUT HILLMA ZIP+4bullet02467
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    EDWARD ROTHENBERG MANAGER
    1.00     		0 0 0
    C/O CR MANAGEMENT 1330 BOYLSTON ST
    CHESTNUT HILL,MA02467
    WILLIAM J BUCKLEY TRUSTEE
    1.00     		0 0 0
    44 MEETING STREET
    CHARLESTON,SC29401
    ANN ROTHENBERG TRUSTEE
    1.00     		0 0 0
    C/O CR MANAGEMENT 1330 BOYLSTON ST
    CHESTNUT HILL,MA02467
    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
    DEBORAH DENHART ADMINISTRATOR
    30.00     		87,000 38,640 0
    595 COLES MEADOW RD
    NORTHAMPTON,MA01060
    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 NONE 0
    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
    16,065,744
    b
    Average of monthly cash balances.......................
    1b
    2,288,663
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    18,354,407
    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
    18,354,407
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    275,316
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    18,079,091
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    903,955
    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
    903,955
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    5,931
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,931
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    898,024
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    898,024
    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
    898,024
    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
    6,125,756
    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
    6,125,756
    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
    5,931
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    6,119,825
    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 7 898,024
    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...... 3,888,641
    b From 2014...... 4,084,661
    c From 2015...... 4,474,108
    d From 2016...... 4,193,753
    e From 2017...... 4,644,713
    fTotal of lines 3a through e........ 21,285,876
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 6,125,756
    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..... 898,024
    e Remaining amount distributed out of corpus 5,227,732
    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 26,513,608
    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) ...     		3,888,641
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		22,624,967
    10 Analysis of line 9:
    a Excess from 2014.... 4,084,661
    b Excess from 2015.... 4,474,108
    c Excess from 2016.... 4,193,753
    d Excess from 2017.... 4,644,713
    e Excess from 2018.... 5,227,732
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ACLU FOUNDATION
    125 BROAD STREET
    NEW YORK,NY10004     		NONE EXEMPT UNRESTRICTED 5,000
    ADOLESCENT CONSULTATION SERVICES
    189 CAMBRIDGE STREET
    CAMBRIDGE,MA02141     		NONE EXEMPT UNRESTRICTED 20,000
    ALBERT EINSTEIN COLLEGE OF MEDICINE
    1300 MORRIS PARK AVENUE
    BRONX,NY10461     		NONE EXEMPT UNRESTRICTED 50,000
    ALL DORCHESTER SPORTS LEAGUE
    1565 DORCHESTER AVE
    DORCHESTER,MA02122     		NONE EXEMPT UNRESTRICTED 10,000
    ALL NEWTON MUSIC SCHOOL
    321 CHESTNUT STREET
    WEST NEWTON,MA02465     		NONE EXEMPT UNRESTRICTED 10,000
    ALLEGHENY COLLEGE
    520 N MAIN ST
    MEADVILLE,PA16335     		NONE EXEMPT UNRESTRICTED 3,426
    AMERICAN TECHNION SOCIETY
    1 GATEWAY CTR 515
    NEWTON,MA02458     		NONE EXEMPT UNRESTRICTED 50,000
    AQUINNAH PUBLIC LIBRARY
    1 CHURCH ST
    AQUINNAH,MA02535     		NONE EXEMPT UNRESTRICTED 2,000
    ARTISTIC NOISE
    315 FLATBUSH AVENUE 507
    BROOKLYN,NY11217     		NONE EXEMPT UNRESTRICTED 15,000
    ARTISTS FOR HUMANITY
    100 WEST SECOND STREET
    BOSTON,MA02127     		NONE EXEMPT UNRESTRICTED 20,000
    BEACON ACADEMY
    477 LONGWOOD AVENUE
    BOSTON,MA02115     		NONE EXEMPT UNRESTRICTED 15,000
    BETH ISRAEL DEACONESS MEDICAL CENTER
    330 BROOKLINE AVENUE
    BOSTON,MA02215     		NONE EXEMPT UNRESTRICTED 50,000
    BIG SISTER ASSOCIATION OF GREATER BOSTON
    161 MASSACHUSETTS AVENUE
    BOSTON,MA02115     		NONE EXEMPT UNRESTRICTED 25,000
    BLUE RIDER STABLES
    PO BOX 924
    GREAT BARRINGTON,MA01230     		NONE EXEMPT UNRESTRICTED 15,000
    BORN FREE USA
    8737 COLESVILLE ROAD SUITE 715
    SILVER SPRING,MD20910     		NONE EXEMPT UNRESTRICTED 6,000
    BOSTON AREA RAPE CRISIS CENTER
    99 BISHOP ALLEN DRIVE
    CAMBRIDGE,MA02139     		NONE EXEMPT UNRESTRICTED 15,000
    BOSTON ARTS ACADEMY
    174 IPSWICH STREET
    BOSTON,MA02215     		NONE EXEMPT UNRESTRICTED 35,000
    BOSTON HEALTH CARE FOR THE HOMELESS
    780 ALBANY ST
    BOSTON,MA02118     		NONE EXEMPT UNRESTRICTED 75,000
    BOSTON MEDICAL CENTER (PEDIATRICS DEPT)
    818 HARRISON AVE
    BROOKLINE,MA02118     		NONE EXEMPT UNRESTRICTED 50,000
    BOSTON SYMPHONY ORCHESTRA
    301 MASSACHUSETTS AVENUE
    BOSTON,MA02115     		NONE EXEMPT UNRESTRICTED 100,000
    BOTTOM LINE NEW YORK
    44 COURT STREET SUITE 300
    BROOKLYN,NY11201     		NONE EXEMPT UNRESTRICTED 25,000
    BOYS AND GIRLS CLUB OF BOSTON
    50 CONGRESS STREET
    BOSTON,MA02109     		NONE EXEMPT UNRESTRICTED 20,000
    BOYS AND GIRLS CLUB OF DORCHESTER
    1135 DORCHESTER AVE
    DORCHESTER,MA02125     		NONE EXEMPT UNRESTRICTED 40,000
    BOYS AND GIRLS CLUB OF NEWTON
    675 WATERTOWN ST
    NEWTON,MA02460     		NONE EXEMPT UNRESTRICTED 20,000
    BRANDEIS UNIVERSITY - HELLER SCHOOL
    415 SOUTH ST
    WALTHAM,MA02453     		NONE EXEMPT UNRESTRICTED 50,000
    BRANDEIS UNIVERSITY - HILLEL FOUNDATION
    415 SOUTH ST
    WALTHAM,MA02453     		NONE EXEMPT UNRESTRICTED 1,000
    BRANDEIS UNIVERSITY - LATIN AMERICAN STUDIES
    415 SOUTH ST
    WALTHAM,MA02453     		NONE EXEMPT UNRESTRICTED 55,000
    BRANDEIS UNIVERSITY - POSSE
    415 SOUTH ST
    WALTHAM,MA02453     		NONE EXEMPT UNRESTRICTED 100,000
    BRANDEIS UNIVERSITY - TRANS YEAR PROGRAM
    415 SOUTH ST
    WALTHAM,MA02453     		NONE EXEMPT UNRESTRICTED 50,000
    BRONX RIVER ALLIANCE
    785 MAMARONECK AVE
    WHITE PLAINS,NY10605     		NONE EXEMPT UNRESTRICTED 5,000
    BROOKLYN WORKFORCE INNOVATIONS
    621 DEGRAW STREET
    BROOKLYN,MA11217     		NONE EXEMPT UNRESTRICTED 50,000
    CAMP HARBOR VIEW
    46 PLYMPTON ST
    BOSTON,MA02118     		NONE EXEMPT UNRESTRICTED 2,500
    CARROLL CENTER FOR THE BLIND
    770 CENTRE STREET
    NEWTON,MA02458     		NONE EXEMPT UNRESTRICTED 10,000
    CASA NUEVA VIDA
    53 GLEN ROAD PO BOX 302115
    JAMAICA PLAIN,MA02130     		NONE EXEMPT UNRESTRICTED 10,000
    CENTER FOR COURT INNOVATION
    520 8TH AVENUE 18TH FLOOR
    NEW YORK,NY10018     		NONE EXEMPT UNRESTRICTED 25,000
    CENTER FOR FAMILY LIFE IN SUNSET PARK
    345 43RD STREE
    BROOKLYN,NY11232     		NONE EXEMPT UNRESTRICTED 35,000
    CHILDREN'S MUSEUM
    300 CONGRESS STREET
    BOSTON,MA02210     		NONE EXEMPT UNRESTRICTED 25,000
    CHILDREN'S WISH FOUNDATION
    8615 ROSWELL RD
    ATLANTA,GA30350     		NONE EXEMPT UNRESTRICTED 15,000
    THE CITY SCHOOL
    614 COLUMBIA ROAD
    DORCHESTER,MA02125     		NONE EXEMPT UNRESTRICTED 20,000
    CODMAN SQUARE HEALTH CENTER
    637 WASHINGTON STREET
    DORCHESTER,MA02124     		NONE EXEMPT UNRESTRICTED 50,000
    COLUMBIA COUNTY LAND CONSERVANCY
    49 MAIN ST
    CHATHAM,NY12037     		NONE EXEMPT UNRESTRICTED 30,000
    COMBINED JEWISH PHILANTHROPIES
    126 HIGH STREET
    BOSTON,MA02110     		NONE EXEMPT UNRESTRICTED 20,000
    COMMUNITY MUSIC SCHOOL SPRINGFIELD
    127 STATE STREET
    SPRINGFIELD,MA01103     		NONE EXEMPT UNRESTRICTED 20,000
    COMMUNITY PREPARTORY SCHOOL
    126 SOMERSET STREET
    PROVIDENCE,RI02907     		NONE EXEMPT UNRESTRICTED 30,000
    COMMUNITY RESOURCES FOR JUSTICE
    355 BOYLSTON STREET
    BOSTON,MA02116     		NONE EXEMPT UNRESTRICTED 20,000
    COMMUNITY SERVINGS
    18 MARBURY TERRACE
    JAMAICA PLAIN,MA02130     		NONE EXEMPT UNRESTRICTED 40,000
    DISMAS HOUSE
    30 RICHARDS ST
    WORCESTER,MA01603     		NONE EXEMPT UNRESTRICTED 25,000
    EPIPHANY SCHOOL
    154 CENTRE ST
    DORCHESTER,MA02124     		NONE EXEMPT UNRESTRICTED 20,000
    EQUINE ADVOCATES
    3212 STATE ROUTE 66
    CHATHAM,NY12037     		NONE EXEMPT UNRESTRICTED 20,000
    EXALT YOUTH
    175 REMSEN STREET SUITE 1000
    BROOKLYN,NY11201     		NONE EXEMPT UNRESTRICTED 30,000
    FOOD PROJECT
    10 LEWIS STREET
    LINCOLN,MA01773     		NONE EXEMPT UNRESTRICTED 20,000
    FORESTDALE CENTER
    67-35 112TH ST
    FOREST HILL,NY11375     		NONE EXEMPT UNRESTRICTED 30,000
    FRIENDS OF CHILDREN BOSTON
    555 AMORY ST
    JAMAICA PLAIN,MA02130     		NONE EXEMPT UNRESTRICTED 20,000
    FRIENDS OF YEMIN ORDE
    4340 EAST-WEST HIGHWAY SUITE 202
    BETHESDA,MD20814     		NONE EXEMPT UNRESTRICTED 125,000
    FRIENDSHIP CIRCLE SAN DIEGO
    16934CHABAD WAY
    POWAY,CA92064     		NONE EXEMPT UNRESTRICTED 5,000
    FROM THE TOP
    140 CLARENDON STREET SUITE 301
    BOSTON,MA02116     		NONE EXEMPT UNRESTRICTED 10,000
    GIVAT HAVIVA EDUCATION FOUNDATION
    424 WEST 33RD ST 150
    NEW YORK,NY10001     		NONE EXEMPT UNRESTRICTED 10,000
    GLOBAL GLIMPSE
    101 BROADWAY SUIT 301
    OAKLAND,CA94607     		NONE EXEMPT UNRESTRICTED 70,000
    GOOD SHEPHERD SERVICES
    305 SEVENTH AVENUE
    NEW YORK,NY10001     		NONE EXEMPT UNRESTRICTED 85,000
    GREATER BOSTON FOOD BANK
    99 ATKINSON STREET
    BOSTON,MA02118     		NONE EXEMPT UNRESTRICTED 52,500
    GREATER BOSTON LEGAL SERVICES
    197 FRIEND STREET
    BOSTON,MA02114     		NONE EXEMPT UNRESTRICTED 75,000
    GREENAGERS
    342 NORTH PLAIN R SUITE 1
    HOUSATONIC,MA01236     		NONE EXEMPT UNRESTRICTED 90,000
    GROW HEALTHY GARDEN PROGRAM
    74 CHURCH ST
    NORTH ADANS,MA01247     		NONE EXEMPT UNRESTRICTED 5,000
    HAWLEMONT REGIONAL SCHOOL
    10 SCHOOL ST
    CHARLEMONT,MA01339     		NONE EXEMPT UNRESTRICTED 10,000
    HEBREW SENIOR LIFE CENTER
    1200 CENTRE STREET
    BOSTON,MA02131     		NONE EXEMPT UNRESTRICTED 50,000
    HIGH & MIGHTY
    71 COUNTY ROUTE 21C
    GHENT,NY12075     		NONE EXEMPT UNRESTRICTED 10,000
    HOLOCAUST MUSEUM
    100 RAOUL WALLENBERG PLACE
    WASHINGTON,DC20024     		NONE EXEMPT UNRESTRICTED 10,000
    HORIZONS FOR HOMELESS CHILDREN
    1705 COLUMBUS AVENUE
    ROXBURY,MA02119     		NONE EXEMPT UNRESTRICTED 580,000
    HOUR CHILDREN
    36-11 12TH ST
    LONG ISLAND CITY,NY11106     		NONE EXEMPT UNRESTRICTED 25,000
    JEWISH COMMUNITY CENTERS OF GREATER BOSTON
    333 NAHANTON STREET
    NEWTON,MA02459     		NONE EXEMPT UNRESTRICTED 100,000
    JEWISH FAMILY AND CHILDREN'S SERVICE
    1430 MAINE STREET
    WALTHAM,MA02451     		NONE EXEMPT UNRESTRICTED 45,000
    JULIE'S FAMILY LEARNING PROGRAM
    133 DORCHESTER STREET
    SOUTH BOSTON,MA02127     		NONE EXEMPT UNRESTRICTED 50,000
    KESTREL LAND TRUST
    284 N PLEASANT ST
    AMHERST,MA01002     		NONE EXEMPT UNRESTRICTED 35,000
    KISHORIT VILLAGE
    PO BOX 370362
    WEST HARTFORD,CT06137     		NONE EXEMPT UNRESTRICTED 25,000
    LAND'S SAKE
    90 WELLESLEY ST
    WESTON,MA02493     		NONE EXEMPT UNRESTRICTED 14,000
    LEHMAN COLLEGE
    250 BEDFORD PARK BLVD
    BRONX,NY10468     		NONE EXEMPT UNRESTRICTED 5,000
    MANHATTAN SCHOOL OF MUSIC
    120 CLAREMONT AVE
    NEW YORK,NY10027     		NONE EXEMPT UNRESTRICTED 5,000
    MASSACHUSETTS COLLEGE OF ART AND DESIGN
    621 HUNTINGTON AVE
    BOSTON,MA02115     		NONE EXEMPT UNRESTRICTED 50,000
    MASSACHUSETTS GENERAL HOSPITAL
    55 FRUIT STREET YAW 8 B
    BOSTON,MA02114     		NONE EXEMPT UNRESTRICTED 31,000
    METROPOLITAN WIND SYMPHONY
    62 MOSSDALE ROAD
    JAMAICA PLAIN,MA02130     		NONE EXEMPT UNRESTRICTED 2,000
    MOTHER CAROLINE ACADEMY
    515 BLUE HILL AVENUE
    DORCHESTER,MA02121     		NONE EXEMPT UNRESTRICTED 20,000
    MUSIC CONNECTS
    20 BELGRADE AVE
    ROSLINDALE,MA02131     		NONE EXEMPT UNRESTRICTED 10,000
    NATIONAL CHORALE
    1650 BROADWAY
    NY,NY10019     		NONE EXEMPT UNRESTRICTED 10,000
    NATURAL RESOURCES DEFENSE COUNCIL
    40 WEST 20TH STREET 11TH FLOOR
    NEW YORK,NY10011     		NONE EXEMPT UNRESTRICTED 10,000
    NEIGHBORHOOD HOUSE CHARTER SCHOOL
    21 QUEEN STREET
    DORCHESTER,MA02122     		NONE EXEMPT UNRESTRICTED 20,000
    NEW ENGLAND AQUARIUM
    CENTRAL WHARF
    BOSTON,MA02110     		NONE EXEMPT UNRESTRICTED 10,000
    NEW ENGLAND CONSERVATORY
    290 HUNTINGTON AVENUE
    BOSTON,MA02115     		NONE EXEMPT UNRESTRICTED 30,000
    NEW YORK BOTANICAL GARDEN
    2900 SOUTHERN BLVD
    BRONX,NY10458     		NONE EXEMPT UNRESTRICTED 5,000
    NEWTON COMMUNITY SERVICE CENTERS
    492 WALTHAM STREET
    WEST NEWTON,MA02465     		NONE EXEMPT UNRESTRICTED 35,000
    NEWTON FREE LIBRARY
    330 HOMER STREET
    NEWTON CENTRE,MA02459     		NONE EXEMPT UNRESTRICTED 5,000
    NEWTON WELLESLEY HOSPITAL
    2014 WASHINGTON STREET ALLEN-RIDDLE
    BUILDING
    NEWTON,MA02462     		NONE EXEMPT UNRESTRICTED 10,000
    NORTH SHORE ANIMAL LEAGUE
    25 DAVIS AVENUE
    PORT WASHINGTON,NY11050     		NONE EXEMPT UNRESTRICTED 5,000
    NORTHEAST ARC
    NORTHEAST ARC
    DANVERS,MA01923     		NONE EXEMPT UNRESTRICTED 8,500
    NORTHEAST ORGANIC FARMING ASSOCIATION
    411 SHELDON ROAD
    BARRE,MA01005     		NONE EXEMPT UNRESTRICTED 40,000
    NORTHEASTERN UNIVERSITY FOUNDATION YEAR PROGRAM
    360 HUNTINGTON AVE
    BOSTON,MA02115     		NONE EXEMPT UNRESTRICTED 50,000
    OPPORTUNITY NETWORK
    85 BROAD STREET 6TH FLOOR
    NEW YORK,NY10004     		NONE EXEMPT UNRESTRICTED 25,000
    ORCHARD COVE LIBRARY FUND
    1 DEL POND DR
    CANTON,MA02021     		NONE EXEMPT UNRESTRICTED 2,500
    ORCHARD COVE SCHOLARSHIP FUND
    1 DEL POND DR
    CANTON,MA02021     		NONE EXEMPT UNRESTRICTED 2,500
    STEPHEN PHILLIPS MEMORIAL SCHOLARSHIP FUND
    PO BOX 870
    SALEM,MA01970     		NONE EXEMPT UNRESTRICTED 122,500
    PINE STREET INN
    444 HARRISON AVENUE
    BOSTON,MA02118     		NONE EXEMPT UNRESTRICTED 200,000
    PLANNED PARENTHOOD
    1055 COMMONWEALTH AVE
    BOSTON,MA02215     		NONE EXEMPT UNRESTRICTED 10,000
    PROJECT HOPE
    550 DUDLEY STREET
    ROXBURY,MA02119     		NONE EXEMPT UNRESTRICTED 100,000
    PROJECT STEP
    301 MASSACHUSETTS AVE
    BOSTON,MA02115     		NONE EXEMPT UNRESTRICTED 30,000
    QUEST ADVENTURES
    67 ALLEGHANY ST
    BOSTON,MA02120     		NONE EXEMPT UNRESTRICTED 5,000
    RAILROAD STREET YOUTH PROJECT
    60 BRIDGE ST
    GREAT BARRINGTON,MA01230     		NONE EXEMPT UNRESTRICTED 25,000
    RED GATE FARM
    4 NORMAN ROAD ASHFIELD
    ASHFIELD,MA01330     		NONE EXEMPT UNRESTRICTED 20,000
    REEL WORKS
    540 PRESIDENT STREET SUITE 2F
    BROOKLYN,NY11215     		NONE EXEMPT UNRESTRICTED 30,000
    RIVERSIDE COMMUNITY HEALTH CENTER
    270 BRIDGE STREET
    DEDHAM,MA02026     		NONE EXEMPT UNRESTRICTED 10,000
    ROCA
    101 PARK STREET
    CHELSEA,MA02150     		NONE EXEMPT UNRESTRICTED 25,000
    ROGERSON COMMUNITIES
    ONE FLORENCE STREET
    BOSTON,MA02131     		NONE EXEMPT UNRESTRICTED 50,000
    ROSIE'S PLACE
    889 HARRISON AVENUE
    BOSTON,MA02118     		NONE EXEMPT UNRESTRICTED 100,000
    SCHWARTZ CENTER
    226 S STATE STREET
    DOVER,DE19901     		NONE EXEMPT UNRESTRICTED 10,000
    SENIOR CITIZEN FUND OF NEWTON
    1000 COMMONWEALTH AVE
    NEWTON CENTER,MA02459     		NONE EXEMPT UNRESTRICTED 2,000
    SHAKE-A-LEG MIAMI
    2620 SOUTH BAYSHORE DRIVE
    MIAMI,FL33133     		NONE EXEMPT UNRESTRICTED 25,000
    SHAKESPEARE & COMPANY
    70 KEMBLE ST
    LENOX,MA01240     		NONE EXEMPT UNRESTRICTED 10,000
    SISTERS FOR PEACE
    PO BOX 473
    GREAT BARRINGTON,MA01230     		NONE EXEMPT UNRESTRICTED 30,000
    SOLDIER ON
    425 NORTH MAIN STREET BUILDING 6
    LEEDS,MA01053     		NONE EXEMPT UNRESTRICTED 20,000
    SOPHIA ACADEMY
    979 BRANCH AVENUE
    PROVIDENCE,RI02904     		NONE EXEMPT UNRESTRICTED 20,000
    SPAULDING REHABILITATION HOSPITAL
    125 NASHUA STREET
    BOSTON,MA02114     		NONE EXEMPT UNRESTRICTED 20,000
    SQUASHBUSTERS LAWRENCE
    795 COLUMBUS AVE
    ROXBURY CROSSING,MA02120     		NONE EXEMPT UNRESTRICTED 15,000
    ST ANDREW'S SCHOOL
    63 FEDERAL RD
    BARRINGTON,RI02806     		NONE EXEMPT UNRESTRICTED 5,000
    STANTON HOME
    205 NORTH PLAIN RD
    GREAT BARRINGTON,MA01230     		NONE EXEMPT UNRESTRICTED 30,000
    STEPS TO SUCCESS
    BROOKLINE HIGH SCHOOL ROOM 310A 15
    GREENOUGH ST
    BROOKLINE,MA02445     		NONE EXEMPT UNRESTRICTED 15,000
    SUMMER FUND
    55 COURT STREET
    BOSTON,MA02108     		NONE EXEMPT UNRESTRICTED 15,000
    SUMMER SEARCH
    555 AMORY STREET
    JAMAICA PLAIN,MA02130     		NONE EXEMPT UNRESTRICTED 110,000
    SUMMER SEARCH NEW YORK CITY
    90 BROAD ST 701
    NEW YORK,NY10004     		NONE EXEMPT UNRESTRICTED 30,000
    TENACITY CHALLENGE
    367 WESTERN AVENUE
    BRIGHTON,MA02135     		NONE EXEMPT UNRESTRICTED 15,000
    THE BOTTOM LINE
    500 AMORY STREET SUITE 3
    JAMAICA PLAIN,MA02130     		NONE EXEMPT UNRESTRICTED 123,900
    THE FAMILY VAN
    1542 TREMONT STREET
    ROXBURY,MA02120     		NONE EXEMPT UNRESTRICTED 20,000
    THE GIFFORD SCHOOL
    177 BOSTON POST ROAD
    WESTON,MA02493     		NONE EXEMPT UNRESTRICTED 10,000
    THE JACOB BURNS FILM CENTER
    405 MANVILLE ROAD
    PLEASANTVILLE,NY10570     		NONE EXEMPT UNRESTRICTED 10,000
    THE PHILANTHROPIC INITIATIVE INC
    12230 WILKINS AVENUE
    ROCKVILLE,MD20852     		NONE EXEMPT UNRESTRICTED 634,579
    THE SECOND STEP
    PO BOX 600213
    NEWTONVILLE,MA02460     		NONE EXEMPT UNRESTRICTED 15,000
    THE WASHINGTON BALLET
    3515 WISCONSIN AVENUE NW
    WASHINGTON,DC20016     		NONE EXEMPT UNRESTRICTED 5,000
    UNITED NATIONS COMMISSION FOR HUMAN RIGHTS
    52 RUE DES PAQUIS
      GENEVACH-1211
    SZ     		NONE EXEMPT UNRESTRICTED 5,000
    URBAN FARMING GUYS
    3700 E 12TH ST
    KANSAS CITY,MO64127     		NONE EXEMPT UNRESTRICTED 25,000
    VERTILE HOUSE
    6681 ARAPAHOE ROAD SUITE 1
    BOULDER,CO80303     		NONE EXEMPT UNRESTRICTED 2,000
    VICTORY PROGRAMS
    965 MASSACHUSETTS AVENUE
    BOSTON,MA02118     		NONE EXEMPT UNRESTRICTED 120,000
    WAMC
    PO BOX 66600
    ALBANY,NY12206     		NONE EXEMPT UNRESTRICTED 10,000
    WBUR
    890 COMMONWEALTH AVE
    BOSTON,MA02215     		NONE EXEMPT UNRESTRICTED 5,000
    WGBH
    125 WESTERN AVE
    BOSTON,MA02134     		NONE EXEMPT UNRESTRICTED 7,500
    WNYC
    160 VARICK STREET
    NEW YORK,NY10013     		NONE EXEMPT UNRESTRICTED 5,000
    YOUNGHEART PRISON PROJECT
    30 NORTH MAPLE ST
    FLORENCE,MA01062     		NONE EXEMPT UNRESTRICTED 35,000
    ZUMIX
    260 SUMNER ST
    EAST BOSTON,MA02128     		NONE EXEMPT UNRESTRICTED 40,000
    ALRAY SCHOLARS PROGRAM
    PO BOX 960400
    BOSTON,MA02196     		NONE EXEMPT UNRESTRICTED 20,000
    BRIDGE REGISTRY
    1110 VERMONT AVENUE NW SUITE 550
    WASHINGTON,DC20005     		NONE EXEMPT UNRESTRICTED 5,000
    CENTER FOR DOCUMENTARY STUDIES AT DUKE UNIVERSITY
    1317 W PETTIGREW STREET
    DURHAM,NC27705     		NONE EXEMPT UNRESTRICTED 10,000
    COMMON CAUSE NEW YORK
    80 BROAD STREET
    NEW YORK,NY10004     		NONE EXEMPT UNRESTRICTED 5,000
    COMPASS WORKING CAPITAL
    89 SOUTH STREET SUITE 804
    BOSTON,MA02111     		NONE EXEMPT UNRESTRICTED 5,000
    THE DARROW SCHOOL
    110 DARROW ROAD
    NEW LEBANON,NY12125     		NONE EXEMPT UNRESTRICTED 10,000
    DOCTORS WITHOUT BORDERS
    40 RECTOR STREET 16TH FLOOR
    NEW YORK,NY10006     		NONE EXEMPT UNRESTRICTED 5,000
    GREYSTONE FOUNDATION
    21 PARK AVENUE
    YONKERS,NY10703     		NONE EXEMPT UNRESTRICTED 10,000
    HIAS
    1300 SPRING STREET SUITE 500
    SILVER SPRING,MD20910     		NONE EXEMPT UNRESTRICTED 1,000
    HIP'S ROAD INC
    C/O SAM J NOLE CPA 347 FIFTH AVENUE
    NEW YORK,NY10016     		NONE EXEMPT UNRESTRICTED 25,000
    HOLISTIC LIFE FOUNDATION INC
    2601 N HOWARD STREET 130
    BALTIMORE,MD21218     		NONE EXEMPT UNRESTRICTED 10,000
    KITE'S NEST
    108 S FRONT STREET
    HUDSON,NY12534     		NONE EXEMPT UNRESTRICTED 65,000
    LET'S GET READY
    50 BROADWAY 25TH FLOOR
    NEW YORK,NY10004     		NONE EXEMPT UNRESTRICTED 15,000
    MORE THAN WORDS
    242 EAST BERKELEY STREET
    BOSTON,MA02118     		NONE EXEMPT UNRESTRICTED 20,000
    MSPCA-ANGELL
    350 SOUTH HUNTINGTON AVENUE
    BOSTON,MA02130     		NONE EXEMPT UNRESTRICTED 10,000
    THE NEW SCHOOL UNIVERSITY
    72 5TH AVENUE
    NEW YORK,NY10011     		NONE EXEMPT UNRESTRICTED 100,000
    OMEGA INSTITUTE FOR HOLISTIC STUDIES
    150 LAKE DRIVE
    RHINEBECK,NY12572     		NONE EXEMPT UNRESTRICTED 30,000
    REFOUNDRY
    586 PRESIDENT STREET 3B
    BROOKLYN,NY11215     		NONE EXEMPT UNRESTRICTED 2,500
    SEA SHEPHERD CONSERVATION SOCIETY
    PO BOX 8628
    ALEXANDRIA,VA22306     		NONE EXEMPT UNRESTRICTED 5,000
    SOUL FIRE FARM
    1972 NY-2
    PETERSBURG,NY12138     		NONE EXEMPT UNRESTRICTED 20,000
    SPENCERTOWN ACADEMY ARTS CENTER
    790 NY-203
    SPENCERTOWN,NY12165     		NONE EXEMPT UNRESTRICTED 10,000
    SPIRIT OF HARMONY FOUNDATION
    3536 N WILTON AVENUE
    CHICAGO,IL60657     		NONE EXEMPT UNRESTRICTED 2,000
    TEEN CENTER AT ST PETER
    278 BOWDOIN STREET
    DORCHESTER,MA02125     		NONE EXEMPT UNRESTRICTED 30,000
    THE ANEURYSM AND AVM FOUNDATION
    182 HOWARD STREET BOX 715
    SAN FRANCISCO,CA94105     		NONE EXEMPT UNRESTRICTED 5,000
    UNIVERSITY OF MARYLAND
    1 COLLEGE PARK
    COLLEGE PARK,MD20742     		NONE EXEMPT UNRESTRICTED 4,420
    UP ACADEMY HOLLAND
    85 OLNEY STREET
    DORCHESTER,MA02121     		NONE EXEMPT UNRESTRICTED 3,397
    WRITEBOSTON INC
    2300 WASHINGTON STREET 6TH FLOOR
    ROXBURY,MA02119     		NONE EXEMPT UNRESTRICTED 5,000
    Total .................................bullet 3a 5,983,722
    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 2,925  
    4 Dividends and interest from securities....     14 450,937  
    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 -100,111  
    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).. 0 353,751 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    353,751
    (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:
    JANEY FUND CHARITABLE TRUST
     
    C/O C&R MANAGEMENT
    EIN:
    11-2836564
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 7,500 3,750   3,750

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    JANEY FUND CHARITABLE TRUST
     
    C/O C&R MANAGEMENT
    EIN:
    11-2836564
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 13,159,186 13,529,175

    TY 2018 OtherExpensesSchedule
    Name:
    JANEY FUND CHARITABLE TRUST
     
    C/O C&R MANAGEMENT
    EIN:
    11-2836564
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 38,640 0   38,640
    OFFICE 5,062 2,531   2,531
    FILING FEE - MASS 250 250   0
    BANK CHARGES 76 38   38
    MANAGEMENT FEES 6,000 3,000   3,000


    TY 2018 TaxesSchedule
    Name:
    JANEY FUND CHARITABLE TRUST
     
    C/O C&R MANAGEMENT
    EIN:
    11-2836564
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL 7,075 0   7,075
    TAXES - FEDERAL 10,800 0   0