-
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 CARNEY FAMILY CHARITABLE FOUNDATION
C/O CLAREMONT MGMT CO
Number and street (or P.O. box number if mail is not delivered to street address)
TWO LAKESHORE CENTER
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BRIDGEWATER
,
MA
02324
A Employer identification number
04-6614314
B
Telephone number (see instructions)
(774) 202-5325
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)
$
8,414,770
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)
2,250,000
2
Check
.............
3
Interest on savings and temporary cash investments
107,155
107,155
4
Dividends and interest from securities
...
131,453
131,453
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
406,194
b
Gross sales price for all assets on line 6a
3,005,443
7
Capital gain net income (from Part IV, line 2)
...
406,194
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)
.......
20,169
0
12
Total.
Add lines 1 through 11
........
2,914,971
644,802
13
Compensation of officers, directors, trustees, etc.
186,230
11,001
175,229
14
Other employee salaries and wages
......
11,011
0
0
15
Pension plans, employee benefits
.......
32,560
3,256
29,304
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
2,575
1,288
1,287
c
Other professional fees (attach schedule)
....
95,079
0
95,079
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
25,389
5,790
15,599
19
Depreciation (attach schedule) and depletion
...
533
0
20
Occupancy
..............
28,900
0
28,900
21
Travel, conferences, and meetings
.......
11,997
0
11,997
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
49,623
15,075
0
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
443,897
36,410
357,395
25
Contributions, gifts, grants paid
.......
2,234,449
2,234,449
26
Total expenses and disbursements.
Add lines 24 and 25
2,678,346
36,410
2,591,844
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
236,625
b
Net investment income
(if negative, enter -0-)
608,392
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
.............
200,268
209,774
209,774
2
Savings and temporary cash investments
.........
252
2,407
2,407
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)
2,096,558
Less: allowance for doubtful accounts
0
2,000,000
2,096,558
2,096,558
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
107,767
107,767
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)
..........
5,948,262
5,996,723
5,996,723
14
Land, buildings, and equipment: basis
6,564
Less: accumulated depreciation (attach schedule)
5,023
1,665
1,541
1,541
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
8,150,447
8,414,770
8,414,770
17
Accounts payable and accrued expenses
..........
3,435
25,210
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)
.........
3,435
25,210
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
8,147,012
8,389,560
29
Total net assets or fund balances
(see instructions)
.....
8,147,012
8,389,560
30
Total liabilities and net assets/fund balances
(see instructions)
.
8,150,447
8,414,770
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
8,147,012
2
Enter amount from Part I, line 27a
.....................
2
236,625
3
Other increases not included in line 2 (itemize)
3
5,923
4
Add lines 1, 2, and 3
..........................
4
8,389,560
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
8,389,560
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
FIDELITY - 7579 - SHORT TERM - COVERED
P
b
FIDELITY - 7579 - LONG TERM - COVERED
P
c
FIDELITY - 7579 - LONG TERM
P
d
CAPITAL GAINS DIVIDENDS
P
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
73,375
75,585
-2,210
b
2,629,358
2,311,529
317,829
c
257,333
212,135
45,198
d
45,377
45,377
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
-2,210
b
317,829
c
45,198
d
45,377
e
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
406,194
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
2,193,063
7,278,452
0.301309
2017
2,416,807
8,977,793
0.269198
2016
2,508,138
7,979,918
0.314306
2015
1,690,322
8,542,537
0.197871
2014
1,375,547
10,968,310
0.125411
2
Total
of line 1, column (d)
.....................
2
1.208095
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
0.241619
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
7,195,042
5
Multiply line 4 by line 3
......................
5
1,738,459
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
6,084
7
Add lines 5 and 6
........................
7
1,744,543
8
Enter qualifying distributions from Part XII, line 4
,.............
8
2,591,844
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
6,084
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
6,084
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
6,084
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
7,752
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
7,752
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
1,668
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
1,668
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
RICHARD DANNENBAUM
Telephone no.
(774) 202-5325
Located at
TWO LAKESHORE CENTER
BRIDGEWATER
MA
ZIP+4
02324
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
No
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
KATHLEEN LARISA
EXECUTIVE DIRECTOR
30.00
110,012
19,027
0
128 UNION STREET
NEW BEDFORD
,
MA
02740
PATRICK CARNEY
TRUSTEE
1.00
0
0
0
128 UNION STREET
NEW BEDFORD
,
MA
02740
LILLIAN CARNEY
TRUSTEE
1.00
0
0
0
128 UNION STREET
NEW BEDFORD
,
MA
02740
COLLEEN C CARNEY
TRUSTEE
1.00
0
0
0
128 UNION STREET
NEW BEDFORD
,
MA
02740
EDWARD H CARNEY
TRUSTEE
1.00
0
0
0
128 UNION STREET
NEW BEDFORD
,
MA
02740
PATRICK CARNEY JR
TRUSTEE
1.00
0
0
0
128 UNION STREET
NEW BEDFORD
,
MA
02740
GLENN OLIVEIRA
PROGRAM DIRECTOR
40.00
76,218
16,175
0
128 UNION STREET
NEW BEDFORD
,
MA
02740
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
RIDGEWAY PHILANTHORY
PHILANTHROPIC ADVISORY
90,000
121 MT VERNON STREET
BOSTON
,
MA
02108
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
NONE
0
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
4,779,432
b
Average of monthly cash balances
.......................
1b
346,313
c
Fair market value of all other assets (see instructions)
................
1c
2,178,866
d
Total
(add lines 1a, b, and c)
.........................
1d
7,304,611
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
7,304,611
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
109,569
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
7,195,042
6
Minimum investment return.
Enter 5% of line 5
..................
6
359,752
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
359,752
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
6,084
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
6,084
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
353,668
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
353,668
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
353,668
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
2,591,844
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
2,591,844
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
6,084
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
2,585,760
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
353,668
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
......
838,651
b
From 2015
......
1,267,401
c
From 2016
......
2,114,012
d
From 2017
......
1,989,895
e
From 2018
......
1,837,958
f
Total
of lines 3a through e
........
8,047,917
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
2,591,844
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
.....
353,668
e
Remaining amount distributed out of corpus
2,238,176
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
10,286,093
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)
...
838,651
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
9,447,442
10
Analysis of line 9:
a
Excess from 2015
....
1,267,401
b
Excess from 2016
....
2,114,012
c
Excess from 2017
....
1,989,895
d
Excess from 2018
....
1,837,958
e
Excess from 2019
....
2,238,176
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).)
PATRICK CARNEY
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 e-mail address of the person to whom applications should be addressed:
KATHLEEN LARISACO CLAREMONT COMPANI
128 UNION STREET
NEW BEDFORD
,
MA
02740
(774) 202-5325
b
The form in which applications should be submitted and information and materials they should include:
APPLICATIONS SHOULD BE WRITTEN REQUESTS ON LETTERHEAD AND SHOULD PROVIDE INFORMATION REGARDING QUALIFIED CHARITABLE STATUS AND INTENDED USE OF GRANT.
c
Any submission deadlines:
NONE
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE OTHER THAN AS DETAILED IN 2 (B) ABOVE.
Form
990-PF
(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
ALMA DEL MAR CHARTER SCHOOL
515 BELLEVILLE AVENUE
NEW BEDFORD
,
MA
02746
PC
ALMA DEL MAR GENERAL SUPPORT
10,000
AUTISM SPEAKS
1 E 33RD ST4TH FLOOR
NEW YORK
,
NY
10016
PC
TEAM MAX AUTISM WALK SUPPORT
500
BARK
PO BOX 12065
PORTLAND
,
OR
97212
PC
2019 OPERATING SUPPORT
2,000
BC HIGH SCHOOL
150 MORRISSEY BLVD
BOSTON
,
MA
02125
PC
REV. MONAN BASEBALL PARK
20,000
BERKLEY SCHOLARSHIP FUND
BERKLEY MIDDLE SCHOOL 21 NO MAIN ST
BERKLEY
,
MA
02779
PC
2019 SCHOLARSHIP SUPPORT
1,000
BETH ISRAEL DEACONESS MEDICAL CENTER
330 BROOKLINE AVE
BOSTON
,
MA
02215
PC
MATERNAL FETAL MEDICINE
10,000
BIG BROTHERS BIG SISTERS OF MASSACHUSETTS BAY
75 FEDERAL ST 8TH FLOOR
BOSTON
,
MA
02110
PC
ONE-TO-ONE MENTORING FOR GREATER NEW BEDFORDS AT-RISK CHILDREN
10,000
BISHOP FEEHAN HIGH SCHOOL
70 HOLCOTT DRIVE
ATTLEBORO
,
MA
02703
PC
UNIVERSAL DISCOVERY THROUGH VIRTUAL AND AUGMENTED REALITY
9,999
BISHOP STANG HIGH SCHOOL
BISHOP STANG HIGH SCHOOL 500 SLOCUM
ROAD
NORTH DARTMOUTH
,
MA
02747
PC
2019 ANGEL FUND AND GENERAL SUPPORT
10,500
BOSTON COLLEGE
220 MORE HALL 140 COMMONWEALTH
AVENUE
CHESTNUT HILL
,
MA
02467
PC
GENERAL SUPPORT, TCUA GIVING DAY, WALL ST COUNCIL DINNER,FLYNN FUND, LYNCH LEADERSHIP ACADEMY, AND SCHOLARSHIPS
589,750
BOYS AND GIRLS CLUB OF GREATER NEW BEDFORD
166 JENNEY STREET
NEW BEDFORD
,
MA
02740
PC
NEW BEDFORD WELLNESS INITIATIVE AND GENERAL SUPPORT
17,500
BOYS CLUBS & GIRLS CLUBS OF NEWPORT COUNTY INC
95 CHURCH STREET
NEWPORT
,
RI
02840
PC
2019 GENERAL OPERATING SUPPORT
5,000
BUTTONWOOD PARK ZOOLOGICAL SOCIETY
425 HAWTHORN STREET
NEW BEDFORD
,
MA
02740
PC
CONSERVATION KEEPERS INTERNSHIP PROGRAM AND NATURE CONNECTION EDUCATION CENTER
35,000
CATHOLIC CHARITIES OF THE DIOCESE OF PALM BEACH INC
9995 N MILITARY TRAILPALM BEACH
GARDENS
FLORIDA
,
FL
33410
PC
2019 GENERAL OPERATIONS
1,000
CATHOLIC FOUNDATION OF SOUTHEASTERN MASSACHUSETTS
450 HIGHLAND AVENUE
FALL RIVER
,
MA
02720
PC
CATHOLIC FOUNDATION OF SOUTHEASTERN MASSACHUSETTS FOUNDING PLEDGE
300,000
CATHOLIC SEAL FOUNDATION
71 MAIN STREET UNIT 8
LAKEVILLE
,
MA
02347
PC
2019 GENERAL OPERATING SUPPORT
5,000
CATHOLIC SCHOOLS FOUNDATION
67 BATTERYMARCH STREET6TH FLOOR
BOSTON
,
MA
02110
PC
2019 INNER-CITY SCHOLARSHIP FUND
5,000
CHILD AND FAMILY SERVICES OF NEW BEDFORD
3057 ACUSHNET AVE
NEW BEDFORD
,
MA
02745
PC
CARING NETWORK
2,500
CHILDREN'S ADVOCACY CENTER OF BRISTOL COUNTY
58 ARCH STREET
FALL RIVER
,
MA
02724
PC
GENERAL OPERATIONS
10,000
CITIZENS FOR RESPONSIBILITY AND ETHICS IN WASHINGTON (CREW)
1101 K ST NWSUITE 201
WASHINGTON
,
DC
20005
PC
2019 GENERAL OPERATING
5,000
COASTLINE ELDERLY INC
1646 PURCHASE STREET
NB
,
MA
02740
PC
FOSTER GRANDPARENT PROGRAM SUPPORT IN MEMORY OF RUTH SILVA
1,000
COLLEGE OF NEW ROCHELLE
29 CASTLE PLACE
NEW ROCHELLE
,
NY
10805
PC
CAPITAL CAMPAIGN PLEDGE
75,000
COLORADO OUTDOOR EDUCATION CENTER
PO BOX 167
FLORISSANT
,
CO
80816
PC
SCHOLARSHIP ENDOWMENT
15,000
COMMUNITY BOATING CENTER
1641 PADNARAM AVENUE
NEW BEDFORD
,
MA
02740
PC
EDUCATION COORDINATOR POSITION
80,000
COMMUNITY ECONOMIC DEVELOPMENT CORPORATION (CEDC)
1285 ACUSHNET AVE
NEW BEDFORD
,
MA
02746
PC
UNRESTRICTED SUPPORT OF ORGANIZATIONS PURPOSE
8,000
COMMUNITY FOUNDATION OF SOUTHEASTERN MA (CFSEMA)
128 UNION STREET SUITE 403
NEW BEDFORD
,
MA
02740
PC
GENERAL OPERATING SUPPORT
34,500
CRESCENT PARK CAROUSEL PRESERVATION ASSOCIATION
145 TAUNTON AVE E
PROVIDENCE
,
RI
02914
PC
DEVELOPMENT DIRECTOR POSITION - CCC PORTION
1,000
DANA-FARBER CANCER INSTITUTE
10 BROOKLINE PLACE WEST
BROOKLINE
,
MA
02445
PC
MCCARTHY STRONG, FUND FOR IMMUNO-ONCOLOGY RESEARCH IN WOMEN'S CANCERS BREAST CANCER AND GENERAL OPERATIONS
42,000
DARTMOUTH BIBLE CHURCH
52 MORTON AVE
DARTMOUTH
,
MA
02747
PC
2019 THANKSGIVING MINISTRY SUPPORT
2,500
DARTMOUTH PUBLIC SCHOOLS
8 BUSH STREET
DARTMOUTH
,
MA
02748
PC
DEMELLO SCHOOL FLEXIBLE STUDENT SEATING EXPANSION
2,500
DEERFIELD SCHOOL PTO
2019 GENERAL OPERATIONS
WESTWOOD
,
MA
02090
PC
2019 GENERAL OPERATIONS
1,000
DEMELLO SCHOOL PTO
654 DARTMOUTH ST
SOUTH DARTMOUTH
,
MA
02748
PC
2019 GENERAL OPERATING SUPPORT
1,000
FINCA
1201 FIFTEENTH ST NW
WASHINGTON
,
DC
20005
PC
2019 GENERAL SUPPORT
500
FOUNDATION TO ADVANCE CATHOLIC EDUCATION FACE)(ST MARY'S)
450 HIGHLAND AVE
FALL RIVER
,
MA
02720
PC
SCHOLARSHIP FUNDS
14,500
FRIENDS ACADEMY
1088 TUCKER ROAD
DARTMOUTH
,
MA
02747
PC
GENERAL OPERATING SUPPORT
3,500
FRIENDS OF JACK FOUNDATION
PO BOX 419
MATTAPOISETT
,
MA
02739
PC
2019 GENERAL OPERATIONS
2,000
GREATER NEW BEDFORD COMMUNITY HEALTH CENTER INC
874 PURCHASE STREET
NEW BEDFORD
,
MA
02740
PC
PEDIATRIC EXPANSION CAPITAL CAMPAIGN
45,000
HOLY TRINITY SCHOOL
64 LAMPHOR ST
FALL RIVER
,
MA
02721
PC
READY...SET...GROW!
10,000
IMMACULATE CONCEPTION CHURCH
3 FAYETTE ST
LOWELL
,
MA
01852
PC
GENERAL OPERATIONS - 15TH ANNUAL GOLF TOURNAMENT
5,000
IMMIGRANTS' ASSISTANCE CENTER
58 CRAPO STREET
NEW BEDFORD
,
MA
02740
PC
IMMIGRANTS' ASSISTANCE CENTER CAPACITY BUILDING
50,000
INTER-CHURCH COUNCIL OF GREATER NEW BEDFORD
128 UNION ST SUITE 100SUITE 100
NEW BEDFORD
,
MA
02740
PC
RISE UP FOR HOMES AND 2019 GENERAL OPERATING SUPPORT
2,000
JUNIOR ACHIEVEMENT OF SOUTHEASTERN MASS INC
128 UNION STREET SUITE 304
NEW BEDFORD
,
MA
02740
PC
SPARK PROGRAM & CAPACITY BUILDING
50,000
KENNEDY DONOVAN CENTER
1 COMMERCIAL STREET
FOXBORO
,
MA
02035
PC
GENERAL OPERATIONS OF NEW BEDFORD OFFICE
1,000
LEADERSHIP SOUTHCOAST
PO BOX 30001
ACUSHNET
,
MA
02743
PC
2019 GENERAL OPERATING SUPPORT
1,000
LEUKEMIA AND LYMPHOMA SOCIETY
9 ERIE DR
NATICK
,
MA
01760
PC
MEMORY OF TERRENCE CANNAN, CPL USMC RET
500
MALTESER INTERNATIONAL
1011 FIRST AVENUESUITE 1322
NEW YORK
,
NY
10022
PC
HURRICANE DORIAN RELIEF EFFORTS IN THE BAHAMAS
10,000
MASSACHUSETTS AQUACULTURE ASSOCIATION
PO BOX 249
BUZZARDS BAY
,
MA
02532
PC
2019 GENERAL OPERATING SUPPORT
1,000
MASSACHUSETTS GENERAL HOSPITAL
125 NASHUA ST SUITE 540
BOSTON
,
MA
02114
PC
2020 LEADERSHIP IN PSYCHIATRY
10,000
MEMORIAL SLOAN-KETTERING CANCER CENTER
1275 YORK AVEPO BOX 27432
NEW YORK
,
NY
10087
PC
CYCLE FOR SURVIVAL
1,000
MINNESOTA DIVERSIFIED INDUSTRIES INC
3501 BROADWAY ST STE 100
MINNEAPOLIS
,
MN
55413
PC
GENERAL OPERATING SUPPORT
1,000
MY BROTHER'S KEEPER
PO BOX 338
EASTON
,
MA
02375
PC
CAPITAL CAMPAIGN - DARTMOUTH FACILITY
25,000
NATIONAL PARK FOUNDATION
1110 VERMONT AVE NW SUITE 200
WASHINGTON
,
DC
20005
PC
GENERAL OPERATING SUPPORT
2,000
NATIVITY PREPARATORY SCHOOL OF NEW BEDFORD
66 SPRING STREET
NEW BEDFORD
,
MA
02740
PC
GENERAL OPERATIONS OF THE SCHOOL
45,000
NEW BEDFORD PUBLIC SCHOOLS
455 COUNTY STREET
NEW BEDFORD
,
MA
02740
PC
CREATING EQUITY BY SUPPORTING CHILD PLAY AT CONGDON & DEVALLES
5,000
NEW BEDFORD SYMPHONY ORCHESTRA
128 UNION STREET SUITE 204
NEW BEDFORD
,
MA
02740
PC
LEARNING IN CONCERT 2019-2020
15,000
NEW BEDFORD WHALING MUSEUM
18 JOHNNY CAKE HILL
NEW BEDFORD
,
MA
02740
PC
HIGH SCHOOL APPRENTICESHIP PROGRAM
10,000
NEW BEDFORD WOMEN'S CENTER INC
405 COUNTY STREET
NEW BEDFORD
,
MA
02740
PC
2019 GENERAL OPERATING SUPPORT
5,000
NEW YORK YACHT CLUB FOUNDATION
37 WEST 44TH STREET
NEW YORK
,
NY
10036
PC
175TH SOCIETY CONTRIBUTION
1,000
NORTHSTAR LEARNING CENTERS INC
53 LINDEN STREET
NEW BEDFORD
,
MA
02740
PC
NORTHSTAR LEARNING CENTERS EARLY CHILDHOOD EDUCATION CENTER
26,000
NORTON MUSEUM OF ART INC
1451 S OLIVE AVE
WEST PALM BEACH
,
FL
33401
PC
GENERAL OPERATIONS OF THE MUSEUM
1,000
ORDER OF MALTA AMERICAN ASSOCIATION
1011 FIRST AVENUE SUITE 1350
NEW YORK
,
NY
10022
PC
2019 ANNUAL GIFT
1,500
OUR SISTERS' SCHOOL
145 BROWNELL AVE
NEW BEDFORD
,
MA
02740
PC
GENERAL OPERATIONAL SUPPORT FOR ACADEMIC YEAR 2019-2020
23,284
PEOPLE ACTING IN COMMUNITY ENDEAVORS INC
166 WILLIAM STPO BOX 5626
NEW BEDFORD
,
MA
02742
PC
PACE, INC. OPERATIONS--AREA OF FOCUS: FOOD BANK
5,000
PHILANTHROPY MASSACHUSETTS
133 FEDERAL STREET SUITE 802
BOSTON
,
MA
02110
PC
GENERAL OPERATING SUPPORT
250
PHILANTHROPY ROUNDTABLE
1120 20TH ST NWSUITE 550 SOUTH
WASHINGTON
,
DC
20036
PC
2019 GENERAL OPERATIONS
2,000
PLAY BALL FOUNDATION
60 THOREAU STREET 255
CONCORD
,
MA
01742
PC
GENERAL OPERATIONS
17,500
PORTUGUESE UNITED FOR EDUCATION
360 COGGESHALL ST
NEW BEDFORD
,
MA
02746
PC
MULTI YEAR OPERATING SUPPORT
5,000
RED CLOUD INDIAN SCHOOL
100 MISSION DR
PINE RIDGE
,
SD
57770
PC
FUNDRAISING CAMPAIGN MATCH
50,000
REGIS COLLEGE
235 WELLESLEY STREET
WESTON
,
MA
02493
PC
REGIS COLLEGE CHILDREN'S CENTER
11,000
RODMAN RIDE FOR KIDS
10 LINCOLN RD 208
FOXBORO
,
MA
02035
PC
BIKE FUNDRAISING EVENT - KARL FEITELBERG
1,000
ROTCH-JONES-DUFF HOUSE AND GARDEN MUSEUM
396 COUNTY STREET
NEW BEDFORD
,
MA
02470
PC
2019 GENERAL OPERATING SUPPORT
500
SAVE THE BELLS INC
C/O 443 DANA FARMS
FAIRHAVEN
,
MA
02719
PC
SAVE THE BELLS PROJECT
1,000
SCHOLARSHIP FOR ADVANCED GUYANESE EDUCATION (SAGE)
3414 CARPENTER STREET SE
WASHINGTON
,
DC
20020
PC
2019 SCHOLARSHIP SUPPORT
8,000
SHED CHILDREN'S CAMPUS
65 PHILLIPS STREET
ANDOVER
,
MA
01810
PC
2019 GENERAL OPERATING SUPPORT
1,500
SIGNAL FIRE
5205 NE 19TH AVE
PORTLAND
,
OR
97211
PC
2019 GENERAL OPERATING
2,000
SOCIETY FOR HUMAN ADVANCEMENT THROUGH REHAB ENGINEERING FDN INC (SHARE)
128 UNION STREETSTE LL 6
NEW BEDFORD
,
MA
02740
PC
2019 SHARE WALK
1,000
SOUTHCOAST HEALTH SYSTEM
101 PAGE ST
NEW BEDFORD
,
MA
02740
PC
NEONATAL ABSTINENCE SYNDROME PATIENT ADVOCACY PILOT PROGRAM
31,250
SPECIAL OLYMPICS CONNECTICUT INC
2666 STATE STREETSUITE 1
HAMDEN
,
CT
06517
PC
GENERAL OPERATIONS IN MEMORY OF ALAN TENNEY
1,000
ST JAMES-ST JOHN SCHOOL
180 ORCHARD ST
NEW BEDFORD
,
MA
02740
PC
BUILDING A HIGH QUALITY EARLY CHILDHOOD PROGRAM BY STRENGTHENING OUR STREAM PROGRAM
7,385
ST JOHN PAUL II HIGH SCHOOL
120 HIGH SCHOOL ROAD
HYANNIS
,
MA
02601
PC
TRACKING THE SEAS: MIDDLE SCHOOL OCEAN ANALYSIS
15,470
ST JOSEPH SCHOOL
30 MEADOW AVENUE
BRONXVILLE
,
NY
10708
PC
MOTHER'S CLUB SUPPORT
1,000
ST LAWRENCE MARTYR CHURCH
110 SUMMER ST
NEW BEDFORD
,
MA
02740
PC
2019 OPERATIONS (BUILDING HEATING) SUPPORT
10,000
ST MARGARET REGIONAL SCHOOL
143 MAIN STREET
BUZZARDS BAY
,
MA
02532
PC
PRIMARY SCHOOL MAKERSPACE
9,978
ST MARY'S PARISH
783 DARTMOUTH STREET
DARTMOUTH
,
MA
02748
PC
WINTER CLEANUP AND HEATING ASSISTANCE COLLECTION AND PARKING LOT FUND
2,000
ST VINCENT'S DEPAUL SOCIETY
ST MARGARET MARY ALACOQUE CONFERENC
PO BOX 1381
MIDDLEBORO
,
MA
02346
PC
2019 ANNUAL SUPPORT
1,000
ST VINCENT'S HOME
2425 HIGHLAND AVENUE
FALL RIVER
,
MA
02720
PC
MEMORIAL GIFT
1,000
STANLEY STREET TREATMENT AND RESOURCES
386 STANLEY STREET
FALL RIVER
,
MA
02720
PC
SAVING LIVES, SAVING FAMILIES, SAVING OUR COMMUNITY
50,000
STURGE-WEBER FOUNDATION
12345 JONES ROADSUITE 125
HOUSTON
,
TX
77070
PC
ON BEHALF OF MASON AND KATHLEEN PORTER
1,000
TEACH FOR AMERICA
60 CANAL STREET 5TH FLOOR
BOSTON
,
MA
02114
PC
TEACH FOR AMERICA: EXPANDING IMPACT AND HIGH-QUALITY TALENT IN THE SOUTH COAST
20,000
THE BRIDGE
351 ELM ST
DARTMOUTH
,
MA
02715
PC
GENERAL OPERATING SUPPORT
5,000
THE HOME FOR LITTLE WANDERERS
10 GUEST STREET SUITE 3
BOSTON
,
MA
02135
PC
GINGERBREAD DECORATING COMPETITION
2,500
THE MARION INSTITUTE
202 SPRING ST
MARION
,
MA
02738
PC
GROW EDUCATION: A FARM-TO-SCHOOL APPROACH TO HEALTH (GROW-FTS)
22,500
THE SCHOLARSHIP FUND OF THE HIKERS
PO BOX 102
MELVIN VILLAGE
,
NH
03850
PC
IN MEMORY OF GAIL MADELINE WEIGEL
500
THE TREVOR PROJECT
PO BOX 69232
WEST HOLLYWOOD
,
CA
90069
PC
2019 GENERAL OPERATING SUPPORT
5,000
THE WELL
1029 PLEASANT STREETSUITE 101
BRIDGEWATER
,
MA
02324
PC
2019 GENERAL OPERATING SUPPORT
1,000
UNITED STATES CONFERENCE OF CATHOLIC BISHOPS (USCCB)
3211 4TH ST NE
WASHINGTON
,
DC
20017
PC
AN IDEA FOR CATHOLIC SCHOOLS
20,000
UNITED WAY OF GREATER NEW BEDFORD
128 UNION ST STE 105
NEW BEDFORD
,
MA
02740
PC
FAMILY RESOURCE CENTER GENERAL SUPPORT
28,000
UNITED WAY OF PALM BEACH COUNTY
477 SOUTH ROSEMARY AVENUE SUITE 230
WEST PALM BEACH
,
FL
33401
PC
2019 GENERAL SUPPORT
1,000
UNIVERSITY OF DENVER
2101 S UNIVERSITY BLVD SUITE 664
DENVER
,
CO
80208
PC
2019 DANIELS RACE AND CASE EVENT
2,500
UNIVERSITY OF MASSACHUSETTS - DARTMOUTH
285 OLD WESTPORT RD
DARTMOUTH
,
MA
02747
PC
MACLEAN "BRIDGING THE GAP" EMERGENCY FUND
38,333
VETERANS TRANSITION HOUSE
344 COUNTY STREET
NEW BEDFORD
,
MA
02740
PC
PROGRAM DELIVERY CAPACITY BUILDING WITH NEW OUTREACH CENTER CLINICIAN
35,000
VOICES FOR CHILDREN OF BROWARD COUNTY
401 E LAS OLAS BLVDSUITE 130-301
FORT LAUDERDALE
,
FL
33301
PC
THE LUKE HOYER ATHLETIC FUND
250
WHALE
128 UNION STREET
NEW BEDFORD
,
MA
02470
PC
2019 GENERAL OPERATION SUPPORT
5,000
WOMEN'S FUND
30 CORNELL ST
NEW BEDFORD
,
MA
02740
PC
2019 TIARA 5K
1,000
YES
412 MASSACHUSETTS AVE
BOSTON
,
MA
02118
PC
9TH ANNUAL BLACK DIAMOND GALA
5,000
YMCA OF CENTRAL FLORIDA
433 N MILLS AVE
ORLANDO
,
FL
32803
PC
2019 COMMUNITY PLEDGE
1,000
YMCA SOUTHCOAST
128 UNION ST STE 304
NEW BEDFORD
,
MA
02740
PC
SHARING THE HARVEST COMMUNITY FARM
23,000
YOUTH OPPORTUNITIES UNLIMITED INC (YOU)
224 BROCK AVENUE
NEW BEDFORD
,
MA
02744
PC
YOUTH OPPORTUNITIES UNLIMITED CAPACITY BUILDING
40,000
YWCA SOUTHEASTERN MA
20 SOUTH SIXTH STREET
NEW BEDFORD
,
MA
02740
PC
YWCA SOUTHEASTERN MASSACHUSETTS-CAPACITY BUILDING
50,000
ZEITERION THEATRE INC
684 PURCHASE ST
NEW BEDFORD
,
MA
02740
PC
PAGE TO STAGE ARTS LITERACY PROJECT: NUMBER THE STARS
10,000
Total
.................................
3a
2,234,449
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
...........
14
107,155
4
Dividends and interest from securities
....
14
131,453
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
............
18
406,194
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
OTHER INCOME
01
20,169
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
664,971
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
664,971
(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.)
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