-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
THE DWYER FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
9 GINA WAY
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOXFORD
,
MA
019212732
A Employer identification number
27-4292722
B
Telephone number (see instructions)
(978) 887-2636
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
3,290,178
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
0
2
Check
.............
3
Interest on savings and temporary cash investments
1,697
1,697
4
Dividends and interest from securities
...
94,320
94,320
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
54,980
b
Gross sales price for all assets on line 6a
424,635
7
Capital gain net income (from Part IV, line 2)
...
54,980
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
........
150,997
150,997
13
Compensation of officers, directors, trustees, etc.
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
9,500
9,500
0
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
632
632
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
15,713
15,713
0
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
25,845
25,845
0
25
Contributions, gifts, grants paid
.......
203,102
203,102
26
Total expenses and disbursements.
Add lines 24 and 25
228,947
25,845
203,102
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-77,950
b
Net investment income
(if negative, enter -0-)
125,152
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
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
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
77,765
88,164
88,164
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
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)
Less: allowance for doubtful accounts
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)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
2,777,996
2,689,647
3,202,014
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
2,855,761
2,777,811
3,290,178
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
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
0
0
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
2,855,761
2,777,811
29
Total net assets or fund balances
(see instructions)
.....
2,855,761
2,777,811
30
Total liabilities and net assets/fund balances
(see instructions)
.
2,855,761
2,777,811
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 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
2,855,761
2
Enter amount from Part I, line 27a
.....................
2
-77,950
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
2,777,811
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
2,777,811
Form
990-PF
(2019)
Form 990-PF (2019)
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
SPDR S&P 500 ETF TRUST
2013-11-21
2019-02-11
b
GS TACTICAL TILT OVERLAY FUND CLASS P
2017-02-03
2019-02-12
c
SPDR DJ WILSHIRE GLOBAL REAL ESTATE ETF EXCHANGE TRADED FUND
2013-11-21
2019-02-12
d
AT&T INC. CMN
2017-10-30
2019-03-12
e
AT&T INC. CMN
2016-10-24
2019-03-12
AT&T INC. CMN
2016-01-26
2019-03-12
AT&T INC. CMN
2013-11-22
2019-03-12
DUNKIN BRANDS GROUP INC CMN
2017-08-23
2019-03-12
DUNKIN BRANDS GROUP INC CMN
2017-08-22
2019-03-12
DOW INC. CMN
2016-01-26
2019-03-29
DOW INC. CMN
2013-11-22
2019-03-29
ABBOTT LABORATORIES CMN
2016-01-26
2019-03-29
ALTRIA GROUP, INC. CMN
2017-02-01
2019-04-08
APPLE INC. CMN
2016-01-26
2019-04-08
BANK OF AMERICA CORP CMN
2016-08-16
2019-04-08
BP P.L.C. SPONSORED ADR CMN
2017-12-04
2019-04-08
CISCO SYSTEMS, INC. CMN
2017-08-22
2019-04-08
ECOLAB INC. CMN
2018-05-03
2019-05-24
ELI LILLY & CO CMN
2016-08-01
2019-05-28
EXXON MOBIL CORPORATION CMN
2013-11-22
2019-05-29
JPMORGAN CHASE & CO CMN
2016-01-26
2019-05-31
MICROSOFT CORPORATION CMN
2018-01-26
2019-06-03
PHILIP MORRIS INTL INC CMN
2015-11-02
2019-07-10
PINNACLE WEST CAPITAL CORP CMN
2017-10-16
2019-07-15
REPUBLIC SERVICES INC CMN
2018-02-23
2019-07-16
SUNTRUST BANKS INC CMN
2018-02-06
2019-07-17
TEXAS INSTRUMENTS INC. CMN
2017-08-22
2019-08-06
UNION PACIFIC CORP. CMN
2016-03-07
2019-08-06
ABBOTT LABORATORIES CMN
2016-06-16
2019-08-06
ABBOTT LABORATORIES CMN
2016-01-26
2019-08-07
CORTEVA, INC. CMN
2016-01-26
2019-10-15
CORTEVA, INC. CMN
2013-11-22
2019-11-12
SUNTRUST BANKS INC CMN
2018-02-06
2019-11-13
APPLE INC. CMN
2016-01-26
2019-11-14
BP P.L.C. SPONSORED ADR CMN
2017-12-04
2019-11-15
CISCO SYSTEMS, INC. CMN
2017-08-22
2019-11-15
ECOLAB INC. CMN
2018-05-03
2019-11-18
ELI LILLY & CO CMN
2016-08-01
2019-11-19
EXXON MOBIL CORPORATION CMN
2013-11-22
2019-12-13
JPMORGAN CHASE & CO CMN
2016-01-26
2019-01-08
MC DONALDS CORP CMN
2016-05-16
2019-09-27
MEDTRONIC PUBLIC LIMITED COMPA CMN
2018-01-26
2019-10-15
MERCK & CO., INC. CMN
2016-01-26
2019-11-13
MICROSOFT CORPORATION CMN
2018-01-26
NORTHERN TRUST CORP CMN
2018-02-23
PINNACLE WEST CAPITAL CORP CMN
2017-10-16
REPUBLIC SERVICES INC CMN
2018-02-23
TEXAS INSTRUMENTS INC. CMN
2017-08-22
THE TRAVELERS COMPANIES, INC CMN
2018-03-02
UNION PACIFIC CORP. CMN
2016-03-07
APPLE INC. CMN
2016-01-26
BANK OF AMERICA CORP CMN
2016-08-16
BP P.L.C. SPONSORED ADR CMN
2017-12-04
CISCO SYSTEMS, INC. CMN
2017-08-22
ECOLAB INC. CMN
2018-05-03
ELI LILLY & CO CMN
2016-08-01
EXXON MOBIL CORPORATION CMN
2017-05-25
EXXON MOBIL CORPORATION CMN
2013-11-22
HONEYWELL INTL INC CMN
2018-10-04
JPMORGAN CHASE & CO CMN
2016-01-26
LAS VEGAS SANDS CORP. CMN
2017-11-08
MC DONALDS CORP CMN
2018-10-04
MEDTRONIC PUBLIC LIMITED COMPA CMN
2018-01-26
MICROSOFT CORPORATION CMN
2018-01-26
PHILIP MORRIS INTL INC CMN
2015-11-02
PINNACLE WEST CAPITAL CORP CMN
2017-10-16
SEMPRA ENERGY CMN
2018-06-20
TEXAS INSTRUMENTS INC. CMN
2017-08-22
UNION PACIFIC CORP. CMN
2016-03-07
VERIZON COMMUNICATIONS, INC. CMN
2018-10-04
ALTRIA GROUP, INC. CMN
2017-02-01
ANALOG DEVICES, INC. CMN
2018-11-02
ANALOG DEVICES, INC. CMN
2018-06-20
AMEREN CORPORATION CMN
2019-02-22
CMS ENERGY CORPORATION CMN
2019-02-22
COMCAST CORPORATION CMN CLASS A VOTING
2019-02-21
HONEYWELL INTL INC CMN
2018-10-04
JOHNSON & JOHNSON CMN
2018-10-11
MC DONALDS CORP CMN
2018-10-04
NORTHROP GRUMMAN CORP CMN
2018-11-29
PROCTER & GAMBLE COMPANY (THE) CMN
2018-11-20
SEMPRA ENERGY CMN
2018-06-20
UNITEDHEALTH GROUP INCORPORATE CMN
2018-11-09
VERIZON COMMUNICATIONS, INC. CMN
2018-10-04
WALMART INC CMN
2018-11-20
CORTEVA, INC. CMN
2019-04-09
AMEREN CORPORATION CMN
2019-02-22
ARTHUR J GALLAGHER & CO CMN
2019-06-28
CMS ENERGY CORPORATION CMN
2019-02-22
COMCAST CORPORATION CMN CLASS A VOTING
2019-02-21
D.R. HORTON, INC. CMN
2019-02-21
HONEYWELL INTL INC CMN
2018-10-04
JOHNSON & JOHNSON CMN
2018-10-11
MORGAN STANLEY CMN
2019-06-28
NORTHROP GRUMMAN CORP CMN
2018-11-29
PHILIP MORRIS INTL INC CMN
2018-10-04
PROCTER & GAMBLE COMPANY (THE) CMN
2018-11-20
UNITEDHEALTH GROUP INCORPORATE CMN
2018-11-09
VERIZON COMMUNICATIONS, INC. CMN
2018-10-04
WALMART INC CMN
2018-11-20
XCEL ENERGY INC. CMN
2019-02-21
ZIMMER BIOMET HOLDINGS INC
2019-06-28
ALTRIA GROUP, INC. CMN
2018-10-19
AMEREN CORPORATION CMN
2019-02-22
ARTHUR J GALLAGHER & CO CMN
2019-06-28
CMS ENERGY CORPORATION CMN
2019-02-22
COMCAST CORPORATION CMN CLASS A VOTING
2019-02-21
DUPONT DE NEMOURS INC CMN
2019-04-09
JOHNSON & JOHNSON CMN
2018-10-11
M&T BANK CORPORATION CMN
2018-10-19
MORGAN STANLEY CMN
2019-06-28
NORTHROP GRUMMAN CORP CMN
2018-11-29
PROCTER & GAMBLE COMPANY (THE) CMN
2018-11-20
UNITEDHEALTH GROUP INCORPORATE CMN
2018-11-09
WALMART INC CMN
2018-11-20
XCEL ENERGY INC. CMN
2019-02-21
ZIMMER BIOMET HOLDINGS INC
2019-06-28
ALTRIA GROUP, INC. CMN
2018-10-19
ARTHUR J GALLAGHER & CO CMN
2019-06-28
ARTHUR J GALLAGHER & CO CMN
2019-06-28
D.R. HORTON, INC. CMN
2019-02-21
FANUC CORPORATION UNSPONSORED ADR CMN
2016-04-12
FANUC CORPORATION UNSPONSORED ADR CMN
2013-11-22
WEIBO CORPORATION SPONSORED ADR CMN
2017-11-29
WEIBO CORPORATION SPONSORED ADR CMN
2017-09-22
WEIBO CORPORATION SPONSORED ADR CMN
2017-09-21
NASPERS LTD SPONSORED ADR CMN
2016-02-08
NASPERS LTD SPONSORED ADR CMN
2015-06-30
NASPERS LTD SPONSORED ADR CMN
2015-06-30
CANADIAN NATIONAL RAILWAY CO. CMN
2013-11-22
GRUPO FINANCIERO BANORTE, S.A. ADR CMN
2017-01-20
GRUPO FINANCIERO BANORTE, S.A. ADR CMN
2017-01-19
TENARIS SA SPONSORED ADR CMN
2016-05-24
CANADIAN NATIONAL RAILWAY CO. CMN
2013-11-22
GRUPO FINANCIERO BANORTE, S.A. ADR CMN
2017-01-19
LVMH MOET HENNESSY LOUIS VUITTON S.A. ADR CMN
2013-11-22
TENARIS SA SPONSORED ADR CMN
2016-05-24
TENARIS SA SPONSORED ADR CMN
2016-05-23
GRUPO FINANCIERO BANORTE, S.A. ADR CMN
2017-01-19
GRUPO FINANCIERO BANORTE, S.A. ADR CMN
2017-01-19
GRUPO FINANCIERO BANORTE, S.A. ADR CMN
2017-01-18
AIR LIQUIDE SA ADR CMN
2017-09-20
DASSAULT SYSTEMES SPONSORED ADR CMN
2013-11-22
ITAU UNIBANCO BANCO HLDNG S.A SPONSORED ADR CMN
2013-11-22
MONOTARO CO LTD ADR CMN
2013-11-22
ROYAL DUTCH SHELL PLC SPONSORED ADR CMN SERIES B
2016-03-08
ROYAL DUTCH SHELL PLC SPONSORED ADR CMN SERIES B
2016-02-22
AIA GROUP LIMITED SPONSORED ADR CMN SERIES
2013-11-22
ALLIANZ SE ADR CMN
2017-12-14
MULTICHOICE GROUP LTD SPONSORED ADR CMN
2016-02-08
BAYER AG-SPONSORED ADR SPONSORED ADR CMN
2017-12-14
BAYER AG-SPONSORED ADR SPONSORED ADR CMN
2016-12-09
BAYER AG-SPONSORED ADR SPONSORED ADR CMN
2016-09-06
BAYER AG-SPONSORED ADR SPONSORED ADR CMN
2016-08-02
BAYER AG-SPONSORED ADR SPONSORED ADR CMN
2016-06-07
JGC HOLDINGS CORPORATION UNSPONSORED ADR CMN
2013-11-22
JGC HOLDINGS CORPORATION UNSPONSORED ADR CMN
2013-11-22
JGC HOLDINGS CORPORATION UNSPONSORED ADR CMN
2013-11-22
PARK24 CO., LTD. SPONSORED ADR CMN
2016-01-27
PARK24 CO., LTD. SPONSORED ADR CMN
2016-01-26
BAYERISCHE MOTOREN WERKE AKTIE SPONSORED ADR CMN
2013-11-22
TEMENOS AG SPONSORED ADR CMN
2018-05-25
TEMENOS AG SPONSORED ADR CMN
2018-05-25
TEMENOS AG SPONSORED ADR CMN
2018-05-24
ASPEN PHARMACARE HOLDINGS LTD UNSPONSORED ADR CMN
2018-02-27
ASPEN PHARMACARE HOLDINGS LTD UNSPONSORED ADR CMN
2018-02-26
ASPEN PHARMACARE HOLDINGS LTD UNSPONSORED ADR CMN
2016-10-06
ASPEN PHARMACARE HOLDINGS LTD UNSPONSORED ADR CMN
2016-10-06
TAIWAN SEMICONDUCTOR MFG ADS LTD ADS 1ADS EQUALS 5ORDS
2013-11-22
UNILEVER PLC (NEW) SPONSORED ADR CMN
2015-06-22
NASPERS LTD SPONSORED ADR CMN
2016-02-08
NASPERS LTD SPONSORED ADR CMN
2016-02-08
LONZA GROUP AG UNSPONSORED ADR CMN
2018-05-16
ROCHE HOLDING AG ADR B SHS(NOM CHF 100) VAL 224.184
2013-11-22
GRIFOLS S A ADR CMN
2015-11-11
GRIFOLS S A ADR CMN
2015-11-11
TAIWAN SEMICONDUCTOR MFG ADS LTD ADS 1ADS EQUALS 5ORDS
2013-11-22
WEIBO CORPORATION SPONSORED ADR CMN
2018-10-03
TAIWAN SEMICONDUCTOR MFG ADS LTD ADS 1ADS EQUALS 5ORDS
2019-04-08
TAIWAN SEMICONDUCTOR MFG ADS LTD ADS 1ADS EQUALS 5ORDS
2019-04-08
PROSUS NV SPONSORED ADR CMN
2019-09-17
CAPITAL GAINS DIVIDENDS
P
(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
19,792
11,872
7,920
b
25,000
25,128
-128
c
39,924
31,967
7,957
d
14,996
16,551
-1,555
e
3,196
3,837
-641
11,769
13,493
-1,724
4,671
5,363
-692
5,254
3,921
1,333
19,455
14,657
4,798
4,791
3,641
1,150
676
549
127
913
482
431
517
718
-201
1,181
599
582
591
300
291
622
603
19
1,222
719
503
539
433
106
810
586
224
915
1,138
-223
897
454
443
1,392
1,026
366
1,092
1,151
-59
846
784
62
502
396
106
826
890
-64
898
647
251
874
405
469
24,759
11,003
13,756
16,896
8,112
8,784
2,536
1,864
672
354
281
73
21,804
23,881
-2,077
2,050
999
1,051
878
965
-87
1,830
1,219
611
819
577
242
1,338
1,005
333
1,412
1,991
-579
1,267
681
586
1,738
1,037
701
1,503
1,218
285
1,029
617
412
2,035
1,399
636
676
844
-168
949
871
78
889
661
228
1,470
970
500
882
829
53
1,112
567
545
2,049
899
1,150
1,076
571
505
778
844
-66
1,724
1,126
598
768
577
191
1,081
837
244
137
164
-27
1,094
1,517
-423
985
958
27
1,262
624
638
715
882
-167
1,486
1,158
328
863
696
167
1,926
1,305
621
1,009
1,151
-142
778
697
81
1,172
902
270
1,550
970
580
1,090
567
523
1,205
1,094
111
11,556
19,599
-8,043
740
607
133
10,674
10,191
483
509
503
6
497
485
12
858
767
91
1,024
958
66
968
943
25
996
827
169
599
522
77
948
830
118
512
451
61
482
549
-67
1,191
1,149
42
607
565
42
1,327
1,346
-19
837
791
46
971
958
13
945
809
136
1,353
1,190
163
1,175
963
212
1,100
1,117
-17
1,562
1,617
-55
835
925
-90
1,090
783
307
1,011
1,167
-156
1,570
1,199
371
896
1,098
-202
1,207
1,149
58
1,009
848
161
1,543
1,309
234
1,075
937
138
1,100
1,610
-510
790
719
71
798
784
14
838
701
137
1,298
1,113
185
874
1,115
-241
1,335
1,348
-13
772
814
-42
734
793
-59
739
522
217
1,354
1,015
339
888
1,098
-210
940
754
186
837
709
128
942
819
123
2,455
3,591
-1,136
10,479
10,449
30
10,520
10,449
71
20,752
15,207
5,545
347
357
-10
1,627
1,734
-107
470
886
-416
470
796
-326
588
998
-410
356
187
169
1,556
1,081
475
178
126
52
82
57
25
305
252
53
83
68
15
250
260
-10
330
227
103
327
270
57
2,436
1,422
1,014
464
493
-29
24
26
-2
435
361
74
54
45
9
381
315
66
2,129
1,993
136
1,456
581
875
944
704
240
2,352
560
1,792
1,503
1,143
360
752
554
198
901
467
434
488
510
-22
41
41
326
594
-268
686
993
-307
481
750
-269
755
1,173
-418
1,167
1,768
-601
794
2,387
-1,593
52
149
-97
236
671
-435
527
724
-197
440
589
-149
1,302
2,003
-701
357
298
59
886
746
140
1,091
884
207
101
420
-319
34
141
-107
163
633
-470
127
502
-375
454
155
299
591
450
141
449
373
76
312
257
55
548
421
127
1,156
1,086
70
1,185
945
240
266
210
56
525
155
370
470
563
-93
454
423
31
101
85
16
360
432
-72
1,663
1,663
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
7,920
b
-128
c
7,957
d
-1,555
e
-641
-1,724
-692
1,333
4,798
1,150
127
431
-201
582
291
19
503
106
224
-223
443
366
-59
62
106
-64
251
469
13,756
8,784
672
73
-2,077
1,051
-87
611
242
333
-579
586
701
285
412
636
-168
78
228
500
53
545
1,150
505
-66
598
191
244
-27
-423
27
638
-167
328
167
621
-142
81
270
580
523
111
-8,043
133
483
6
12
91
66
25
169
77
118
61
-67
42
42
-19
46
13
136
163
212
-17
-55
-90
307
-156
371
-202
58
161
234
138
-510
71
14
137
185
-241
-13
-42
-59
217
339
-210
186
128
123
-1,136
30
71
5,545
-10
-107
-416
-326
-410
169
475
52
25
53
15
-10
103
57
1,014
-29
-2
74
9
66
136
875
240
1,792
360
198
434
-22
41
-268
-307
-269
-418
-601
-1,593
-97
-435
-197
-149
-701
59
140
207
-319
-107
-470
-375
299
141
76
55
127
70
240
56
370
-93
31
16
-72
1,663
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
54,980
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
...................
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?
Yes
No
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))
2018
171,622
3,135,931
0.054728
2017
186,787
3,133,544
0.059609
2016
173,194
3,056,428
0.056665
2015
178,018
3,186,910
0.055859
2014
159,599
3,323,667
0.048019
2
Total
of line 1, column (d)
.....................
2
0.274880
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
0.054976
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
3,148,349
5
Multiply line 4 by line 3
......................
5
173,084
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
1,252
7
Add lines 5 and 6
........................
7
174,336
8
Enter qualifying distributions from Part XII, line 4
,.............
8
203,102
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
(2019)
Form 990-PF (2019)
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
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
1,252
here
and 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
1,252
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
1,252
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
1,880
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
1,880
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
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
628
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
628
Refunded
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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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)
MA
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 2019 or the taxable year beginning in 2019? 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
(2019)
Form 990-PF (2019)
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 address
N/A
14
The books are in care of
WILLIAM E DWYER III & CHRISTINE M DWYER
Telephone no.
(978) 887-2636
Located at
9 GINA WAY
BOXFORD
MA
ZIP+4
01921
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
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
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
........
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 2019?
.............
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 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 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 2019.)
..................
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 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
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))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
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?
.....................
Yes
No
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?
Yes
No
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?
.................
Yes
No
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 E DWYER III
TRUSTEE
1.00
0
0
0
9 GINA WAY
BOXFORD
,
MA
01921
CHRISTINE M DWYER
TRUSTEE
1.00
0
0
0
9 GINA WAY
BOXFORD
,
MA
01921
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
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
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
.............
0
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
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
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
3,118,566
b
Average of monthly cash balances
.......................
1b
77,727
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
3,196,293
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
3,196,293
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
47,944
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
3,148,349
6
Minimum investment return.
Enter 5% of line 5
..................
6
157,417
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
157,417
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
1,252
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
1,252
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
156,165
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
156,165
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
156,165
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
203,102
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
203,102
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
1,252
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
201,850
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
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
156,165
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
16,835
d
From 2017
......
31,796
e
From 2018
......
17,531
f
Total
of lines 3a through e
........
66,162
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
203,102
a
Applied to 2018, 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 2019 distributable amount
.....
156,165
e
Remaining amount distributed out of corpus
46,937
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
113,099
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 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
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 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
113,099
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
16,835
c
Excess from 2017
....
31,796
d
Excess from 2018
....
17,531
e
Excess from 2019
....
46,937
Form
990-PF
(2019)
Form 990-PF (2019)
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 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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)
2019
(b)
2018
(c)
2017
(d)
2016
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.)
1
Information Regarding Foundation Managers:
a
List 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).)
WILLIAM E DWYER III
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2019)
Form 990-PF (2019)
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)
a
Paid during the year
COMMUNITY GIVING TREE
572 B MAIN STREET
BOXFORD
,
MA
01921
PC
TO SUPPORT LOW INCOME FAMILIES WITH BASIC NECESSITIES SUCH AS CLOTHING, DIAPERS AND BABY EQUIPMENT.
1,000
AMERICAN RED CROSS
431 18TH STREET NW
WASHINGTON
,
DC
20006
PC
TO SUPPORT AN ORGANIZATION THAT PREVENTS AND ALLEVIATES HUMAN SUFFERING IN THE FACE OF EMERGENCIES BY MOBILIZING THE POWER OF VOLUNTEERS AND THE GENEROSITY OF DONORS.
100
BIG BROTHERS BIG SISTERS OF MASSACHUSETTS BAY
75 FEDERAL STREET 8TH FLOOR
BOSTON
,
MA
02110
PC
TO SUPPORT YOUTH MENTORING
51,500
BOSTON COLLEGE
140 COMMONWEALTH AVE
CHESTNUT HILL
,
MA
02467
PC
TO SUPPORT EDUCATIONAL, RELIGIOUS, MENTORING AND GENERAL SUPPORT FOR BOSTON COLLEGE.
46,450
ESPERANZA ACADEMY INC
198 GARDEN ST
LAWRENCE
,
MA
01840
PC
PRIMARY EDUCATION SUPPORT INCLUDING SCHOLARSHIPS AND OTHER ASSISTANCE
37,650
THE JIMMY FUND
10 BROOKLINE PLACE WEST
BROOKLINE
,
MA
02445
PC
TO SUPPORT CANCER RESEARCH.
100
NATIONAL MS SOCIETY
101A FIRST AVE
WALTHAM
,
MA
02451
PC
TO SUPPORT REASEARCH FOR MULTIPLE SCLEROSIS
510
OUR LADY OF HOPE
1 PINESWAMP ROAD
IPSWICH
,
MA
01938
PC
RELIGIOUS SUPPORT TO MEET GENERAL BUDGETARY NEEDS
5,200
PAN MASS CHALLENGE
77 FOURTH AVE
NEEDHAM
,
MA
02494
PC
TO SUPPORT CANCER RESEARCH
250
SCHOLAR ATHLETE PROGRAM
57 MAGAZINE ST
ROXBURY
,
MA
02119
PC
TO SUPPORT ACADEMIC ACHIEVEMENT THROUGH ATHLETICS
5,000
SPECTRUM NONPROFIT SERVICES
1122 NORTH ASTOR ST
MILWAUKEE
,
WI
53202
PC
TO OFFER CONSULTING AND TRAINING SERVICES THAT EMPOWER ORGANIZATIONS TO MAKE STRATEGIC DECISIONS TO STRENGTHEN IMPACT IN THEIR COMMUNITIES
3,900
THE GOVERNOR'S ACADEMY
1 ELM STREET
BYFIELD
,
MA
01922
PC
IMPROVEMENT IN EDUCATIONAL PROGRAMS AND DEVELOPMENT PROGRAMS FOR STUDENTS
25,000
TRUSTEES OF PHILIPS ACADEMY
180 MAIN ST
ANDOVER
,
MA
01810
PC
PRIMARY EDUCATION SUPPORT INCLUDING SCHOLARSHIPS AND OTHER ASSISTANCE
100
CYSTIC FIBROSIS FOUNDATION
4550 MONTGOMERY AVE SUITE 1100 N
BETHESDA
,
MD
20814
PC
TO SUPPORT RESEARCH FOR A CURE OF CYSTIC FIBROSIS.
3,000
INVEST IN OTHERS CHARITABLE FOUNDATION
275 GROVE STREET SUITE 2-400
NEWTON
,
MA
02466
PC
TO SUPPORT FINANCIAL ADVISORS INVEST IN OTHERS FROM CANCER RESEARCH TO EMPOWERING WOMEN THROUGH FINANCIAL EDUCATION, TO TEACHING CHILDREN HOW TO READ.
5,000
MERRIMACK VALLEY HABITAT FOR HUMANITY
60 ISLAND ROAD
LAWRENCE
,
MA
01840
PC
TO SUPPORT THE BUILDING OF AFFORDABLE HOMES.
150
BOSTON PAL
148 TREMONT ST
BOSTON
,
MA
02120
PC
TO SUPPORT THE BOSTON POLICE DEPARTMENT IN ITS EFFORTS TO ENGAGE UNDER-RESOURCED YOUTH IN BOSTON TO EMBARK ON A PRODUCTIVE AND POSITIVE JOURNEY IN LIFE AND POSITIVELY IMPACT COMMUNITIES THROUGHOUT THE CITY OF BOSTON.
17,582
PEABODY ESSEX MUSEUM
161 ESSEX STREET
SALEM
,
MA
01970
PC
TO SUPPORT OUTSTANDING ARTISTIC AND CULTURAL CREATIVITY BY COLLECTING, STEWARDING AND INERPRETING OBJECTS OF ART AND CULTURE IN WAYS THAT INCREASE KNOWLEDGE, ENRICH THE SPIRIT, ENGAGE TH MIND AND STIMULATE THE SENSES.
210
IPSWICH HUMAN GROUP
PO BOX 873
IPSWICH
,
MA
01938
PC
TO SUPPORT IPSWICH ANIMAL CONTROL ENABLE A NO-KILL ANIMAL SHELTER IN THE TOWN OF IPSWICH, MA.
200
AMERICAN CANCER SOCIETY
1 BEACON STREET 2301
BOSTON
,
MA
02108
PC
TO SUPPORT CANCER RESEARCH.
100
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVE
DALLAS
,
TX
752314596
PC
TO SUPPORT MEDICAL RESERACH FOR HEART DISEASE.
100
Total
.................................
3a
203,102
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2019)
Form 990-PF (2019)
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
1,697
4
Dividends and interest from securities
....
94,320
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not 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
............
54,980
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
0
150,997
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
150,997
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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.)
3
NOT APPLICABLE
4
NOT APPLICABLE
8
NOT APPLICABLE
Form
990-PF
(2019)
Form 990-PF (2019)
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?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description