Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 10-01-2018 , and ending 09-30-2019
Name of foundation
GODDARD HEALTH SERVICES INC
 
Number and street (or P.O. box number if mail is not delivered to street address)130 LIBERTY ST UNIT 12
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BROCKTON, MA02301
A Employer identification number

04-2852328
B Telephone number (see instructions)

(508) 587-1114
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$8,948,047J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 43,793 43,793  
4 Dividends and interest from securities... 158,363 158,363  
5a Gross rents............ 9,900 9,900  
b Net rental income or (loss) 9,900
6a Net gain or (loss) from sale of assets not on line 10 125,153
b Gross sales price for all assets on line 6a 3,359,473
7 Capital gain net income (from Part IV, line 2)... 125,153
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)....... Click to see attachment 903 0  
12 Total. Add lines 1 through 11........ 338,112 337,209  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 51,633 10,105   25,863
14 Other employee salaries and wages...... 19,533 3,907   19,533
15 Pension plans, employee benefits....... 1,197 239   332
16a Legal fees (attach schedule)......... Click to see attachment 8,365 0   0
b Accounting fees (attach schedule)....... Click to see attachment 20,774 10,387   10,180
c Other professional fees (attach schedule).... Click to see attachment 32,457 24,716   6,888
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion... 12,568 2,514  
20 Occupancy.............. 30,564 21,258   6,860
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 33,956 3,934   32,400
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 211,047 77,060   102,056
25 Contributions, gifts, grants paid....... 300,308 305,308
26 Total expenses and disbursements. Add lines 24 and 25 511,355 77,060   407,364
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -173,243
b Net investment income (if negative, enter -0-) 260,149
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 220,382 434,935 434,935
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 5,005 5,031 5,031
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,692,464 Click to see attachment2,695,371 2,695,371
c Investments—corporate bonds (attach schedule)....... 2,820,465 Click to see attachment1,084,006 1,084,006
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,246,691 Click to see attachment4,351,639 4,351,639
14 Land, buildings, and equipment: basis bullet351,068
Less: accumulated depreciation (attach schedule) bullet38,195 300,419 312,873 312,873
15 Other assets (describe bullet) Click to see attachment3,834 Click to see attachment64,192 Click to see attachment64,192
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,289,260 8,948,047 8,948,047
Liabilities 17 Accounts payable and accrued expenses.......... 64,001 129,263
18 Grants payable................. 40,000 35,000
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 104,001 164,263
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 8,165,259 8,395,315
25 Temporarily restricted............... 20,000 0
26 Permanently restricted...............   388,469
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 8,185,259 8,783,784
31 Total liabilities and net assets/fund balances (see instructions). 8,289,260 8,948,047
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
8,185,259
2
Enter amount from Part I, line 27a .....................
2
-173,243
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,003,773
4
Add lines 1, 2, and 3 ..........................
4
9,015,789
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
232,005
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
8,783,784
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a DOWDUPONT INC COM P 2014-11-14 2018-09-27
b ALPS ALERIAN M LP ETF P 2018-01-12 2018-10-03
c INTL PAPER CO P 2018-02-07 2018-09-27
d NEXTERA ENERGY CA 2.30% 19 P 2018-04-16 2019-04-01
e ALCON SA ACT NOM P 2018-09-27 2019-05-10
AMGEN INC COM P 2017-07-17 2019-05-29
PRIMECAP ODYSSY STK FD P 2015-01-08 2019-05-29
PRIMECAP ODYSSY STK FD P 2015-12-16 2019-05-29
PRIMECAP ODYSSY STK FD P 2015-12-16 2019-05-29
PRIMECAP ODYSSY STK FD P 2015-12-16 2019-05-29
PRIMECAP ODYSSY STK FD P 2016-04-21 2019-05-29
PRIMECAP ODYSSY STK FD P 2016-04-21 2019-05-29
PRIMECAP ODYSSY STK FD P 2016-12-16 2019-05-29
PRIMECAP ODYSSY STK FD P 2016-12-16 2019-05-29
PRIMECAP ODYSSY STK FD P 2016-12-16 2019-05-29
PRIMECAP ODYSSY STK FD P 2016-12-16 2019-05-29
PRIMECAP ODYSSY STK FD P 2017-12-18 2019-05-29
PRIMECAP ODYSSY STK FD P 2017-12-18 2019-05-29
PRIMECAP ODYSSY STK FD P 2017-12-18 2019-05-29
PRIMECAP ODYSSY STK FD P 2017-12-18 2019-05-29
PRIMECAP ODYSSY STK FD P 2017-12-18 2019-05-29
PRIMECAP ODYSSY STK FD P 2018-12-17 2019-05-29
PRIMECAP ODYSSY STK FD P 2018-12-17 2019-05-29
PRIMECAP ODYSSY STK FD P 2018-12-17 2019-05-29
PRIMECAP ODYSSY STK FD P 2018-12-17 2019-05-29
PRIMECAP ODYSSY STK FD P 2018-12-17 2019-05-29
PRIMECAP ODYSSY GROWTH P 2017-03-09 2019-05-29
PRIMECAP ODYSSY GROWTH P 2017-12-18 2019-05-29
PRIMECAP ODYSSY GROWTH P 2017-12-18 2019-05-29
PRIMECAP ODYSSY GROWTH P 2017-12-18 2019-05-29
PRIMECAP ODYSSY GROWTH P 2017-12-18 2019-05-29
PRIMECAP ODYSSY GROWTH P 2018-12-17 2019-05-29
PRIMECAP ODYSSY GROWTH P 2018-12-17 2019-05-29
PRIMECAP ODYSSY GROWTH P 2018-12-17 2019-05-29
PRIMECAP ODYSSY GROWTH P 2018-12-17 2019-05-29
PRIMECAP ODYSSY GROWTH P 2018-12-17 2019-05-29
AMER FUNDS AMCAP P 2015-01-08 2019-05-29
AMER FUNDS AMCAP P 2015-06-22 2019-05-29
AMER FUNDS AMCAP P 2015-12-21 2019-05-29
AMER FUNDS AMCAP P 2015-12-21 2019-05-29
AMER FUNDS AMCAP P 2016-06-20 2019-05-29
AMER FUNDS AMCAP P 2016-12-20 2019-05-29
AMER FUNDS AMCAP P 2016-12-20 2019-05-29
AMER FUNDS AMCAP P 2016-12-20 2019-05-29
AMER FUNDS AMCAP P 2016-12-20 2019-05-29
AMER FUNDS AMCAP P 2017-06-19 2019-05-29
AMER FUNDS AMCAP P 2017-12-19 2019-05-29
AMER FUNDS AMCAP P 2017-12-19 2019-05-29
AMER FUNDS AMCAP P 2017-12-19 2019-05-29
AMER FUNDS AMCAP P 2018-06-18 2019-05-29
AMER FUNDS AMCAP P 2018-12-21 2019-05-29
AMER FUNDS AMCAP P 2018-12-21 2019-05-29
AMER FUNDS AMCAP P 2018-12-21 2019-05-29
CNA FINCL CORP 5.87% 2020 P 2010-12-06 2019-06-06
JANUS HENDERSON BALANCED FD I P 2019-05-29 2019-06-03
PARNASSUS CORE EQ INSTL P 2019-05-29 2019-06-03
MFS MID CAP GROWTH I P 2019-05-29 2019-06-03
T R PRICE DIV GRW INV P 2019-05-29 2019-06-03
CD GOLDMAN SACHS BK USA P 2017-10-05 2018-10-11
PRIMECAP ODYSSY STK FD P 2015-01-08 2018-01-03
PRIMECAP ODYSSY STK FD P 2015-01-08 2018-10-12
PRIMECAP ODYSSEY STOCK P 2015-01-08 2018-10-12
PRIMECAP ODYSSY STK FD P 2017-12-18 2018-01-03
PRIMECAP ODYSSY STK FD P 2017-12-18 2018-10-12
PRIMECAP ODYSSY GROWTH P 2017-03-09 2018-10-03
PRIMECAP ODYSSY GROWTH P 2017-03-09 2018-10-12
PRIMECAP ODYSSY GROWTH P 2017-03-09 2018-10-12
PRIMECAP ODYSSY GROWTH P 2017-12-18 2018-10-03
PRIMECAP ODYSSY GROWTH P 2017-12-18 2018-10-12
AMER FUNDS AMCAP P 2015-01-08 2018-10-03
AMER FUNDS AMCAP P 2015-01-08 2018-10-12
AMER FUNDS AMCAP P 2015-01-08 2018-10-12
AMER FUNDS AMCAP P 2018-06-18 2018-10-03
AMER FUNDS AMCAP P 2018-06-18 2018-10-12
AMER FUNDS NEW P 2018-06-20 2018-10-03
AMER FUNDS NEW P 2018-06-20 2018-10-12
AMER FUNDS NEW P 2018-06-20 2018-10-03
AMER FUNDS NEW P 2018-06-20 2018-10-12
AMER FUNDS AMERICAN P 2017-01-13 2018-10-12
AMER FUNDS AMERICAN P 2018-09-13 2018-10-12
CD AMERICAN EXPR CENTURI P 2018-01-22 2018-11-29
CD BANK OF THE WEST SF C P 2017-11-21 2018-11-28
CD BANK OF BARODA P 2018-02-16 2018-11-23
PIMCO COMM STRAT FD 12 P 2018-04-16 2018-11-23
PIMCO COMMODITIESPLUS P 2018-04-16 2018-11-23
PIMCO COMM STRAT FD 12 P 2018-04-16 2018-11-28
PIMCO COMM STRAT FD 12 P 2018-04-16 2018-11-28
PIMCO COMM STRAT FD 12 P 2018-05-15 2018-11-28
PIMCO COMM STRAT FD 12 P 2018-06-14 2018-11-28
PIMCO COMM STRAT FD 12 P 2018-09-13 2018-11-28
PIMCO COMM STRAT FD 12 P 2018-09-13 2018-11-28
PIMCO COMM STRAT FD 12 P 2018-10-03 2018-11-28
PIMCO COMM STRAT FD 12 P 2018-10-03 2018-11-28
AMER FUNDS NEW P 2018-06-20 2018-11-28
AMER FUNDS NEW P 2018-06-20 2018-11-28
AMER FUNDS NEW P 2018-06-20 2018-12-03
AMER FUNDS NEW P 2018-06-20 2018-12-03
CD GOLDMAN SACHS BK USA P 2018-01-16 2019-01-24
CD MORGAN STANLEY PRIVAT P 2018-04-13 2019-04-18
CD MORGAN STANLEY PVT BK P 2018-11-28 2019-05-30
PRIMECAP ODYSSY STK FD P 2018-12-17 2019-05-31
PRIMECAP ODYSSY GROWTH P 2018-12-17 2019-05-31
AMER FUNDS AMCAP P 2018-12-21 2019-05-31
US TSY PRN STRP 0%FEB15 49 P 2019-05-29 2019-09-05
MATTHEWS CHINA DIVIDEND P 2018-10-03 2019-09-03
MATTHEWS CHINA DIVIDEND P 2018-12-12 2019-09-03
MATTHEWS CHINA DIVIDEND P 2018-12-12 2019-09-03
MATTHEWS CHINA DIVIDEND P 2018-12-12 2019-09-03
MATTHEWS CHINA DIVIDEND P 2018-12-12 2019-09-03
MATTHEWS CHINA DIVIDEND P 2018-12-12 2019-09-03
MATTHEWS CHINA DIVIDEND P 2018-12-12 2019-09-03
MATTHEWS CHINA DIVIDEND P 2019-06-18 2019-09-03
MATTHEWS CHINA DIVIDEND P 2019-06-18 2019-09-03
MFS MID CAP GROWTH FD P 2019-05-29 2019-09-03
T ROWE PRICE HEALTH P 2018-10-03 2019-09-03
T ROWE PRICE HEALTH P 2018-12-17 2019-09-03
T ROWE PRICE HEALTH P 2018-12-17 2019-09-03
T ROWE PRICE HEALTH P 2018-12-17 2019-09-03
T ROWE PRICE HEALTH P 2018-12-17 2019-09-03
MATTHEWS ASIA GRWTH INV P 2018-04-23 2018-10-03
MATTHEWS ASIA GRWTH INV P 2018-04-23 2018-10-03
PRIMECAP ODYSSY GROWTH P 2018-03-05 2018-10-03
PRIMECAP ODYSSY GROWTH P 2018-08-21 2018-10-03
PRIMECAP ODYSSY GROWTH P 2018-08-21 2018-10-03
PRIMECAP ODYSSY GROWTH P 2018-08-21 2018-10-03
WISCONSIN PUB SVC 1.65% 18 P 2017-10-05 2018-12-04
AMER FUNDS NEW P 2018-06-08 2018-12-03
AMER FUNDS NEW P 2018-06-08 2018-12-03
ORANGE SA 2.75%FEB06 19 P 2018-05-16 2019-02-06
PARNASSUS CORE EQ INSTL P 2015-09-23 2019-02-07
PARNASSUS CORE EQUITY P 2015-09-23 2019-02-07
PARNASSUS CORE EQ INSTL P 2018-12-27 2019-02-07
T R PRICE DIV GRW INV P 2018-10-03 2019-02-07
T R PRICE DIV GRW INV P 2018-12-13 2019-02-07
PRIMECAP ODYSSY STK FD P 2015-01-08 2019-02-07
PRIMECAP ODYSSY STK FD P 2018-12-17 2019-02-07
AMER FUNDS AMCAP P 2018-04-16 2019-02-07
AMER FUNDS AMCAP P 2018-12-21 2019-02-07
CD AMERICAN EXPR BK FSB P 2017-08-31 2019-03-01
VANGUARD SMALL CAP VALUE P 2019-02-07 2019-06-10
VANGUARD RUSSELL 2000 P 2019-02-07 2019-06-10
MATTHEWS CHINA DIVIDEND FD INV P 2018-10-03 2019-07-19
MATTHEWS CHINA DIVIDEND FD INV P 2018-12-12 2019-07-19
MATTHEWS CHINA DIVIDEND FD INV P 2018-12-12 2019-07-19
MATTHEWS CHINA DIVIDEND FD INV P 2018-12-12 2019-07-19
MATTHEWS CHINA DIVIDEND FD INV P 2018-12-12 2019-07-19
MATTHEWS CHINA DIVIDEND FD INV P 2018-12-12 2019-07-19
MATTHEWS CHINA DIVIDEND FD INV P 2019-06-18 2019-07-19
MATTHEWS CHINA DIVIDEND FD INV P 2019-06-18 2019-07-19
PRIMECAP ODYSSY STK FD P 2015-01-08 2019-07-19
PRIMECAP ODYSSY STK FD P 2015-03-19 2019-07-19
PRIMECAP ODYSSY STK FD P 2017-01-13 2019-07-19
PRIMECAP ODYSSY STK FD P 2017-07-05 2019-07-19
PRIMECAP ODYSSY STK FD P 2017-11-07 2019-07-19
PRIMECAP ODYSSY STK FD P 2017-11-07 2019-07-19
PRIMECAP ODYSSY STK FD P 2018-08-21 2019-07-19
PRIMECAP ODYSSY STK FD P 2018-12-17 2019-07-19
PRIMECAP ODYSSY STK FD P 2018-12-17 2019-07-19
PRIMECAP ODYSSY STK FD P 2018-12-17 2019-07-19
PRIMECAP ODYSSY STK FD P 2018-12-17 2019-07-19
PRIMECAP ODYSSY STK FD P 2018-12-17 2019-07-19
PRIMECAP ODYSSY STK FD P 2018-12-17 2019-07-19
DOMINION RESOURCE 1.60% 19 P 2017-07-05 2019-08-15
US TSY PRN STRP 0%FEB15 49 P 2019-07-22 2019-09-05
VAN ECK INT'L INVESTORS P 2019-07-19 2019-09-11
VAN ECK INT'L INVESTORS P 2019-07-19 2019-09-11
VAN ECK INT'L INVESTORS P 2019-06-03 2019-09-11
MFS MID CAP GROWTH FD P 2019-06-10 2019-09-03
MFS MID CAP GROWTH FD P 2019-07-19 2019-09-03
MFS MID CAP GROWTH FD P 2019-07-19 2019-09-03
AMER FUNDS AMCAP P 2018-04-16 2019-09-03
AMER FUNDS AMCAP P 2018-06-18 2019-09-03
AMER FUNDS AMCAP P 2018-06-18 2019-09-03
AMER FUNDS AMCAP P 2018-08-21 2019-09-03
AMER FUNDS AMCAP P 2018-12-21 2019-09-03
AMER FUNDS AMCAP P 2018-12-21 2019-09-03
AMER FUNDS AMCAP P 2018-12-21 2019-09-03
AMER FUNDS AMCAP P 2019-06-17 2019-09-03
AMER FUNDS AMCAP P 2019-06-17 2019-09-03
AT&T P 2018-08-07 2019-02-19
AMAZON.COM INC P 2018-08-09 2019-05-17
ANHEUSER INC P 2018-08-27 2019-02-11
ANTHEM P 2019-03-07 2019-09-13
ARCHER-DANIELS MIDLAND CO P 2018-08-09 2019-02-22
ARCONIC INC P 2019-03-06 2019-09-10
BP CAP MKTS AMER P 2019-04-18 2019-09-13
BANK OF AMERICA CORPORATION P 2019-02-13 2019-05-10
BIOGEN 3.625 P 2018-08-07 2019-05-28
BOEING CO P 2019-02-06 2019-03-20
BOSTON 3.375 P 2018-08-28 2019-06-25
CRA QUALIFIED INVESTMENT RETAIL P 2018-08-06 2019-06-21
CSX CORP P 2018-11-09 2019-08-07
CAPRI HOLDINGS LTD P 2018-08-03 2019-02-22
CARMAX INC P 2019-01-23 2019-08-07
CELANESE CORP P 2018-12-20 2019-01-23
CHIPOTLE MEXICAN GRILL INC CLASS A | P 2019-05-17 2019-08-15
CITIGROUP 2.750 P 2018-08-27 2019-06-25
CITIZENS FINANCIAL GROUP INC P 2019-02-13 2019-08-07
COMERICA INC P 2018-08-03 2019-03-20
CONOCOPHILLIPS P 2019-02-22 2019-08-15
DR HORTON 4.750 P 2018-08-27 2019-06-28
DOMINI IMPACT INTERNATIONAL EQUITY INV P 2018-08-03 2019-06-21
DOMINI IMPACT INTERNATIONAL EQUITY INV P 2018-08-01 2019-08-01
DOMINI IMPACT INTERNATIONAL EQUITY INV P 2018-08-03 2019-08-01
E*TRADE FINANCIAL CORP P 2018-11-09 2019-02-13
ENTERGY 4.000 P 2019-02-04 2019-09-13
ENTERPRISE PROD 3.900 P 2019-08-19 2019-09-13
ENTERPRISE PRODUCTS OPERATING LLC P 2018-08-27 2019-06-28
EXPEDIA INC P 2018-08-23 2019-06-06
FIDELITY NATIONAL INFORMATION SERVICES INC P 2019-03-20 2019-08-07
FIDELITY NATIONAL INFORMATION SERVICES INC P 2019-03-20 2019-08-15
FISERV INC P 2019-08-15 2019-09-10
FORD MOTOR CO P 2019-05-17 2019-08-07
FRANKLIN RESOURCES INC P 2019-05-10 2019-08-07
GENERAL MILLS INC P 2018-11-09 2019-08-15
GENERAL MILLS INC P 2018-11-09 2019-09-10
GENERAL MOTORS CO P 2018-12-12 2019-05-17
GOLDMAN SACHS 3.272 P 2018-08-27 2019-06-28
HELMERICH & PAYNE INC P 2018-12-12 2019-05-17
HILTON WORLDWIDE HOLDINGS INC P 2019-02-22 2019-09-10
HOST HOTELS & RESORTS INC P 2019-03-20 2019-08-07
INTUITIVE SURGICAL INC P 2018-08-03 2019-02-06
JOHN DEERE CAP 2.800 P 2019-06-20 2019-06-25
KEYSIGHT TECHNOLOGIES INC P 2018-12-12 2019-02-22
KEYSIGHT TECHNOLOGIES INC P 2018-12-12 2019-03-20
LOCKHEED MARTIN CORP P 2018-08-09 2019-02-06
M&T BANK CORP P 2019-02-01 2019-08-07
MUFG AMERICAS HOLDINGS CORP P 2018-08-27 2019-06-25
MACY'S INC P 2018-08-03 2019-01-23
MARATHON OIL CORP P 2019-05-17 2019-08-15
MICROSOFT CORP P 2018-08-23 2019-02-13
MORGAN STANLEY P 2018-08-03 2019-02-01
MORGAN STANLEY 3.875 P 2018-08-27 2019-06-28
MOTOROLA SOLUTIONS INC P 2018-08-03 2019-03-06
PG&E 2.950 P 2018-08-27 2019-01-14
PG&E 3.500 P 2018-08-27 2019-01-14
PARNASSUS CORE EQUITY INSTITUTIONAL P 2018-08-03 2019-06-21
PARNASSUS MID-CAP P 2018-08-03 2019-06-21
PAX GLOBAL ENVIRONMENTAL MRKTS INSTL P 2018-08-02 2019-06-21
PAX GLOBAL ENVIRONMENTAL MRKTS INSTL P 2018-08-03 2019-08-01
PAX GLOBAL ENVIRONMENTAL MRKTS INSTL P 2018-08-03 2019-08-01
PAX MSCI EAFE ESG LEADERS INDEX INSTL P 2018-08-02 2019-06-21
PAX MSCI EAFE ESG LEADERS INDEX INSTL P 2018-08-03 2019-08-01
PAX MSCI EAFE ESG LEADERS INDEX INSTL P 2018-08-09 2019-08-01
PHILLIPS 66 P 2019-08-15 2019-02-22
PHILLIPS 66 P 2018-08-03 2019-09-10
RBC EMERGING MARKETS EQUITY I P 2018-08-03 2019-06-21
RBC EMERGING MARKETS EQUITY I P 2018-08-09 2019-08-01
SUNTRUST BANKS INC P 2019-02-22 2019-02-13
TD AMERITRADE HOLDING CORP P 2018-08-03 2019-05-10
TIAA-CREF SOCIAL CHOICE BOND INSTL P 2018-08-03 2019-06-21
TIAA-CREF SOCIAL CHOICE BOND INSTL P 2018-08-03 2019-08-01
TIAA-CREF SOCIAL CHOICE EQ INSTL | P 2019-06-06 2019-06-21
TARGET CORP P 2019-08-15 2019-09-10
TECHNIPFMC PLC P 2018-11-09 2019-09-10
THE ESTEE LAUDER COMPANIES INC CLASS A P 2018-11-09 2019-08-26
THE ESTEE LAUDER COMPANIES INC CLASS A P 2019-01-23 2019-09-10
THE MOSAIC CO P 2018-08-03 2019-03-06
TOTAL SYSTEM SERVICES INC P 2018-11-09 2019-02-06
TWITTER INC P 2018-08-27 2019-02-13
US BANCORP 2.625 P 2018-08-28 2019-06-25
US BANCORP 2.625 P 2018-08-07 2019-06-25
US TREASURY 1.000 P 2019-06-03 2019-06-24
US TREASURY 1.000 P 2019-06-03 2019-06-24
US TREASURY 1.000 P 2018-12-18 2019-06-27
US TREASURY 2.250 P 2018-08-07 2019-09-04
US TREASURY 3.500 P 2018-08-07 2019-06-27
UNITED STATES TREAS NTS P 2018-08-07 2019-02-22
UNITED STATES TREAS NTS P 2018-08-07 2019-02-28
UNITED STATES TREAS NTS P 2018-08-07 2019-05-31
UNITED TECHNOLOGIES CORP P 2019-02-22 2019-09-10
VANGUARD FTSE EMERGING MARKETS ETF P 2018-08-03 2019-06-21
VANGUARD GROWTH ETF P 2018-08-03 2019-06-21
VANGUARD INTERMEDIATE-TERM BOND ETF P 2018-08-03 2019-06-21
VANGUARD LONG-TERM BOND ETF P 2018-08-03 2019-06-21
VANGUARD SHORT-TERM BOND ETF P 2018-08-03 2019-06-21
VANGUARD SMALL-CAP ETF P 2018-08-03 2019-06-21
VANGUARD TOTAL INTERNATIONAL BOND ETF P 2018-08-03 2019-06-21
VANGUARD VALUE ETF P 2018-08-03 2019-01-10
VANGUARD VALUE ETF P 2018-07-05 2019-06-21
VANGUARD VALUE ETF P 2018-08-03 2019-06-21
VERIZON 2.625 P 2018-08-07 2019-05-23
VIRGINIA E&P CO 2.750 P 2019-06-20 2019-06-25
WELLS FARGO 3.069 P 2019-07-08 2019-09-13
WILLIAMS COMPANIES INC P 2018-12-12 2019-02-22
XILINX INC P 2019-02-13 2019-08-07
ZIMMER BIOMET HOLDINGS INC P 2018-08-27 2019-06-28
ISHARES CORE S&P 500 P 2018-08-03 2019-06-21
ISHARES CORE S&P MID-CAP P 2018-08-03 2019-07-02
ISHARES CORE S&P SMALL-CAP P 2018-08-03 2019-04-09
ISHARES CORE S&P SMALL-CAP P 2018-08-03 2019-06-21
ISHARES CORE S&P TOTAL US STOCK MKT ETF P 2019-01-15 2019-06-21
ISHARES CORE S&P TOTAL US STOCK MKT ETF P 2019-01-15 2019-09-10
ISHARES EDGE MSCI MIN VOL USA P 2018-08-03 2019-06-21
ISHARES EDGE MSCI USA MOMENTUM FCTR ETF P 2018-08-03 2019-01-15
ISHARES EDGE MSCI USA MOMENTUM FCTR ETF P 2018-08-03 2019-04-09
ISHARES EDGE MSCI USA MOMENTUM FCTR ETF P 2018-08-03 2019-06-21
ISHARES GLOBAL TECH ETF P 2018-08-03 2019-04-09
ISHARES GLOBAL TECH ETF P 2018-08-03 2019-06-21
ISHARES GLOBAL TECH ETF P 2018-08-03 2019-06-21
ISHARES GLOBAL TECH ETF P 2018-08-03 2019-07-02
ISHARES S&P 500 GROWTH P 2018-08-03 2019-01-15
ISHARES S&P 500 VALUE P 2018-08-03 2019-01-15
ISHARES SHORT MATURITY BOND ETF P 2018-08-03 2019-01-15
ISHARES SHORT MATURITY BOND ETF P 2018-08-03 2019-07-02
ISHARES SHORT MATURITY BOND ETF P 2018-10-02 2019-07-02
ISHARES US TREASURY BOND P 2019-01-15 2019-09-10
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF P 2018-08-03 2019-01-15
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF P 2018-08-03 2019-07-02
ANADARKO PETROL 5.550 P 2018-08-27 2019-09-18
BAXTER INTERNATIONAL INC P 2018-08-03 2019-08-15
BAXTER INTERNATIONAL INC P 2018-08-03 2019-09-10
CRA QUALIFIED INVESTMENT RETAIL P 2018-08-06 2019-09-10
DOMINI IMPACT INTERNATIONAL EQUITY INV P 2018-08-01 2019-09-10
DOMINI IMPACT INTERNATIONAL EQUITY INV P 2018-08-03 2019-09-10
EXELON GENERATIN 4.250 P 2018-08-27 2019-09-13
MOTOROLA SOLUTIONS INC P 2018-08-03 2019-08-07
PARNASSUS CORE EQUITY INSTITUTIONAL P 2018-08-03 2019-09-10
PARNASSUS MID-CAP P 2018-08-03 2019-09-10
PAX GLOBAL ENVIRONMENTAL MRKTS INSTL P 2018-08-02 2019-09-10
PAX GLOBAL ENVIRONMENTAL MRKTS INSTL P 2018-08-03 2019-09-10
PAX MSCI EAFE ESG LEADERS INDEX INSTL P 2018-08-02 2019-09-10
PAX MSCI EAFE ESG LEADERS INDEX INSTL P 2018-08-03 2019-09-10
PAX SMALL CAP INSTITUTIONAL P 2018-08-03 2019-09-10
PROGRESSIVE CORP P 2018-08-09 2019-09-10
RBC EMERGING MARKETS EQUITY I P 2018-08-03 2019-09-10
TIAA-CREF SOCIAL CHOICE BOND INSTL P 2018-08-03 2019-09-10
TIAA-CREF SOCIAL CHOICE EQ INSTL P 2018-08-03 2019-09-10
US TREASURY 1.625 08/31/19 P 2018-08-07 2019-09-03
US TREASURY 1.625 10/31/23 P 2018-08-07 2019-09-04
US TREASURY 1.750 01/31/23 P 2018-08-07 2019-09-09
US TREASURY 1.750 01/31/23 P 2018-08-07 2019-09-11
US TREASURY 1.875 04/30/22 P 2018-08-07 2019-09-11
UNITED RENTALS INC P 2018-08-03 2019-08-07
VANGUARD FTSE DEVELOPED MARKETS ETF P 2018-08-03 2019-09-10
VANGUARD FTSE EMERGING MARKETS ETF P 2018-08-03 2019-09-10
VANGUARD GROWTH ETF P 2018-08-03 2019-09-10
VANGUARD MORTGAGE-BACKED SECS ETF P 2018-08-03 2019-09-10
VANGUARD SHORT-TERM BOND ETF P 2018-08-03 2019-09-10
VANGUARD SMALL-CAP ETF P 2018-08-03 2019-09-10
VANGUARD TOTAL INTERNATIONAL BOND ETF P 2018-08-03 2019-09-10
VANGUARD VALUE ETF P 2018-07-05 2019-09-10
VANGUARD VALUE ETF P 2018-08-03 2019-09-10
ISHARES CORE MSCI EAFE P 2018-08-03 2019-09-10
ISHARES CORE MSCI EMERGING MARKETS ETF P 2018-08-03 2019-09-10
ISHARES CORE S&P 500 P 2018-08-03 2019-09-10
ISHARES CORE S&P MID-CAP P 2018-08-03 2019-09-10
ISHARES CORE S&P SMALL-CAP P 2018-08-03 2019-09-10
ISHARES EDGE MSCI MIN VOL USA P 2018-08-03 2019-09-10
ISHARES EDGE MSCI USA MOMENTUM FCTR ETF P 2018-08-03 2019-09-10
ISHARES GLOBAL TECH ETF P 2018-08-03 2019-09-10
(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 26,238   20,147 6,091
b 21,640   23,458 -1,818
c 13,870   16,316 -2,446
d 25,000   25,000 0
e 3,161   2,620 541
14,280   15,101 -821
177,843   136,458 41,385
3,001   2,321 680
2,444   1,890 554
155   120 35
3,868   2,990 878
31   24 7
4,393   3,706 687
31   26 5
3,558   3,001 557
897   757 140
31   28 3
2,970   3,077 -107
3,496   3,622 -126
31   32 -1
278   288 -10
2,382   2,247 135
31   25 6
3,403   3,210 193
31   29 2
248   233 15
191,474   159,691 31,783
37   32 5
778   788 -10
3,186   3,225 -39
37   37 0
37   32 5
667   633 34
37   35 2
3,816   3,619 197
185   176 9
141,726   128,800 12,926
8,257   7,785 472
31   29 2
13,526   11,243 2,283
5,361   4,557 804
31   26 5
4,005   3,594 411
31   28 3
1,818   1,631 187
4,129   3,932 197
31   30 1
1,602   1,648 -46
10,291   10,584 -293
5,854   6,498 -644
31   28 3
1,664   1,484 180
14,357   12,806 1,551
51,977   50,129 1,848
27   27 0
29   29 0
8   8 0
24   24 0
63,000   63,000 0
59,996   41,118 18,878
12,980   9,496 3,484
10   7 3
4   3 1
10   10 0
71,978   51,294 20,684
11,974   9,208 2,766
14   11 3
22   19 3
12   11 1
36,981   29,176 7,805
12,989   10,892 2,097
11   9 2
19   18 1
1   1 0
8,198   8,056 142
11,979   12,541 -562
2   2 0
21   22 -1
11,996   11,110 886
4   4 0
10,000   10,000 0
10,000   10,000 0
75,000   75,000 0
21,783   27,228 -5,445
1   1 0
28,099   35,259 -7,160
4   5 -1
37,976   49,834 -11,858
4,139   5,091 -952
5   6 -1
4,082   4,708 -626
49,444   61,000 -11,556
2   3 -1
84,984   90,396 -5,412
16   17 -1
126,947   132,596 -5,649
2   2 0
64,000   64,000 0
173,000   173,000 0
19,994   20,000 -6
1   1 0
18   17 1
24   22 2
53,716   45,803 7,913
55,717   59,986 -4,269
15   16 -1
200   191 9
15   15 0
4,066   3,876 190
15   15 0
524   499 25
10   10 0
924   942 -18
107,509   99,992 7,517
53,089   59,967 -6,878
3,044   2,877 167
74   76 -2
19   18 1
223   211 12
2   2 0
24,914   26,498 -1,584
131,468   123,827 7,641
43   41 2
5   5 0
12,704   12,494 210
25,000   25,000 0
43   45 -2
27,607   28,961 -1,354
25,000   25,000 0
41,979   38,914 3,065
9   8 1
12   11 1
22,962   24,144 -1,182
38   37 1
26,977   20,606 6,371
23   21 2
29,986   32,815 -2,829
14   12 2
25,000   25,000 0
15,463   15,302 161
15,541   15,557 -16
24,603   24,903 -300
16   16 0
82   73 9
16   15 1
1,785   1,600 185
229   206 23
16   15 1
410   393 17
21,229   15,194 6,035
17,282   12,749 4,533
43,254   34,491 8,763
3,417   2,999 418
33   29 4
1,393   1,306 87
21,925   22,487 -562
33   28 5
1,592   1,401 191
33   29 4
2,289   2,013 276
1   1 0
166   146 20
25,000   25,000 0
67,324   58,286 9,038
6   6 0
29,340   29,994 -654
18,462   20,000 -1,538
35,652   34,999 653
1   1 0
15,024   15,200 -176
63,898   67,156 -3,258
32   33 -1
2,368   2,565 -197
33,117   35,970 -2,853
32   34 -2
1,105   962 143
9,534   8,299 1,235
27   25 2
600   599 1
6,048   5,993 55
3,802   3,822 -20
970   984 -14
1,013   993 20
2,804   3,294 -490
613   433 180
1,032   1,004 28
3,136   3,053 83
3,052   3,025 27
2,657   2,855 -198
3,081   2,981 100
707   685 22
2,840   3,024 -184
2,560   3,762 -1,202
826   588 238
3,992   3,762 230
798   714 84
3,027   2,919 108
2,825   3,079 -254
2,868   3,542 -674
2,761   3,786 -1,025
2,119   2,052 67
239   259 -20
40   45 -5
2,429   2,733 -304
2,791   3,133 -342
2,076   2,038 38
1,058   1,069 -11
7,295   7,116 179
3,273   3,467 -194
393   318 75
3,054   2,437 617
206   207 -1
3,371   3,710 -339
2,952   3,337 -385
217   180 37
325   270 55
3,952   3,772 180
2,046   1,930 116
3,480   3,784 -304
930   845 85
2,449   2,812 -363
4,113   4,178 -65
1,018   1,022 -4
1,244   908 336
1,209   847 362
3,005   3,159 -154
2,411   2,634 -223
10,291   10,042 249
2,299   3,585 -1,286
2,912   3,776 -864
3,637   3,651 -14
2,689   3,149 -460
1,064   991 73
1,685   1,421 264
8,360   10,031 -1,671
3,120   3,820 -700
3,851   3,763 88
2,573   2,441 132
526   527 -1
44   46 -2
1,433   1,479 -46
349   358 -9
307   323 -16
2,905   3,041 -136
2,639   3,311 -672
411   386 25
698   723 -25
700   739 -39
2,984   3,342 -358
3,625   3,844 -219
959   919 40
838   793 45
3,309   3,454 -145
864   683 181
514   451 63
400   281 119
597   421 176
2,519   2,635 -116
3,666   3,708 -42
2,861   3,069 -208
1,011   983 28
8,092   7,854 238
8,933   8,820 113
1,985   1,988 -3
5,961   5,964 -3
3,139   2,921 218
2,020   2,016 4
5,999   5,964 35
3,000   2,982 18
9,000   8,938 62
933   892 41
2,751   2,818 -67
3,796   3,573 223
259   242 17
289   265 24
322   312 10
1,092   1,118 -26
400   382 18
2,111   2,285 -174
2,347   2,371 -24
3,465   3,373 92
5,756   5,448 308
1,014   1,016 -2
8,110   8,104 6
4,229   3,785 444
2,728   3,055 -327
10,165   9,854 311
1,480   1,425 55
3,301   3,391 -90
2,453   2,684 -231
231   260 -29
1,603   1,418 185
2,285   2,009 276
1,122   993 129
7,760   8,456 -696
1,462   1,466 -4
719   677 42
4,919   4,768 151
180   170 10
539   511 28
1,637   1,533 104
12,515   13,618 -1,103
12,455   13,623 -1,168
3,845   3,857 -12
1,205   1,202 3
1,808   1,803 5
1,574   1,486 88
3,746   3,809 -63
3,238   3,001 237
9   9,623 -9,614
950   792 158
257   216 41
555   534 21
40   45 -5
934   1,057 -123
10,423   10,184 239
683   474 209
1,994   1,917 77
1,380   1,289 91
45   46 -1
281   286 -5
310   323 -13
643   669 -26
413   497 -84
760   629 131
258   274 -16
648   610 38
2,322   2,392 -70
12,000   11,891 109
3,035   2,822 213
5,038   4,763 275
4,006   3,810 196
3,009   2,903 106
2,354   3,097 -743
2,629   2,777 -148
454   477 -23
2,658   2,486 172
372   358 14
403   390 13
620   639 -19
409   382 27
2,344   2,371 -27
112   109 3
1,274   1,348 -74
546   588 -42
2,687   2,565 122
386   399 -13
470   519 -49
1,583   1,379 204
356   338 18
730   681 49
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       6,091
b       -1,818
c       -2,446
d       0
e       541
      -821
      41,385
      680
      554
      35
      878
      7
      687
      5
      557
      140
      3
      -107
      -126
      -1
      -10
      135
      6
      193
      2
      15
      31,783
      5
      -10
      -39
      0
      5
      34
      2
      197
      9
      12,926
      472
      2
      2,283
      804
      5
      411
      3
      187
      197
      1
      -46
      -293
      -644
      3
      180
      1,551
      1,848
      0
      0
      0
      0
      0
      18,878
      3,484
      3
      1
      0
      20,684
      2,766
      3
      3
      1
      7,805
      2,097
      2
      1
      0
      142
      -562
      0
      -1
      886
      0
      0
      0
      0
      -5,445
      0
      -7,160
      -1
      -11,858
      -952
      -1
      -626
      -11,556
      -1
      -5,412
      -1
      -5,649
      0
      0
      0
      -6
      0
      1
      2
      7,913
      -4,269
      -1
      9
      0
      190
      0
      25
      0
      -18
      7,517
      -6,878
      167
      -2
      1
      12
      0
      -1,584
      7,641
      2
      0
      210
      0
      -2
      -1,354
      0
      3,065
      1
      1
      -1,182
      1
      6,371
      2
      -2,829
      2
      0
      161
      -16
      -300
      0
      9
      1
      185
      23
      1
      17
      6,035
      4,533
      8,763
      418
      4
      87
      -562
      5
      191
      4
      276
      0
      20
      0
      9,038
      0
      -654
      -1,538
      653
      0
      -176
      -3,258
      -1
      -197
      -2,853
      -2
      143
      1,235
      2
      1
      55
      -20
      -14
      20
      -490
      180
      28
      83
      27
      -198
      100
      22
      -184
      -1,202
      238
      230
      84
      108
      -254
      -674
      -1,025
      67
      -20
      -5
      -304
      -342
      38
      -11
      179
      -194
      75
      617
      -1
      -339
      -385
      37
      55
      180
      116
      -304
      85
      -363
      -65
      -4
      336
      362
      -154
      -223
      249
      -1,286
      -864
      -14
      -460
      73
      264
      -1,671
      -700
      88
      132
      -1
      -2
      -46
      -9
      -16
      -136
      -672
      25
      -25
      -39
      -358
      -219
      40
      45
      -145
      181
      63
      119
      176
      -116
      -42
      -208
      28
      238
      113
      -3
      -3
      218
      4
      35
      18
      62
      41
      -67
      223
      17
      24
      10
      -26
      18
      -174
      -24
      92
      308
      -2
      6
      444
      -327
      311
      55
      -90
      -231
      -29
      185
      276
      129
      -696
      -4
      42
      151
      10
      28
      104
      -1,103
      -1,168
      -12
      3
      5
      88
      -63
      237
      -9,614
      158
      41
      21
      -5
      -123
      239
      209
      77
      91
      -1
      -5
      -13
      -26
      -84
      131
      -16
      38
      -70
      109
      213
      275
      196
      106
      -743
      -148
      -23
      172
      14
      13
      -19
      27
      -27
      3
      -74
      -42
      122
      -13
      -49
      204
      18
      49
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 125,153
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 346,037 5,156,851 0.067102
2016 285,849 3,537,870 0.080797
2015 197,019 2,596,546 0.075877
2014 179,153 2,565,870 0.069822
2013 199,823 2,542,926 0.078580
2
Total of line 1, column (d) .....................
2
0.372178
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
0.074436
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
6,038,091
5
Multiply line 4 by line 3......................
5
449,451
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
2,601
7
Add lines 5 and 6........................
7
452,052
8
Enter qualifying distributions from Part XII, line 4,.............
8
407,364
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 5,203
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 5,203
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,203
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 4,892
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 4,892
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 7
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 318
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions Click to see attachment.............
    11
    Yes
     
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletCHARLES COAKLEY Telephone no.bullet (508) 587-1114

    Located atbullet130 LIBERTY ST UNIT 12BROCKTONMA ZIP+4bullet02301
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    MARIA O'CONNELL UNDA EXECUTIVE DIRECTOR
    10.00     		50,523 780 0
    130 LIBERTY ST UNIT 12
    BROCKTON,MA02301
    BRENT WARREN VICE CHAIRMAN
    1.00     		1,110 0 0
    130 LIBERTY ST UNIT 12
    BROCKTON,MA02301
    WILLIAM MORSE CHAIRPERSON
    1.00     		0 0 0
    130 LIBERTY ST UNIT 12
    BROCKTON,MA02301
    CHARLES COAKLEY TREASURER
    1.00     		0 0 0
    130 LIBERTY ST UNIT 12
    BROCKTON,MA02301
    ALYSSA ASACK ESQ SECRETARY
    1.00     		0 0 0
    130 LIBERTY ST UNIT 12
    BROCKTON,MA02301
    LOU BRAMBILLA TRUSTEE
    1.00     		0 0 0
    130 LIBERTY ST UNIT 12
    BROCKTON,MA02301
    TOBIAS COWANS TRUSTEE
    1.00     		0 0 0
    130 LIBERTY ST UNIT 12
    BROCKTON,MA02301
    SHAUN FITZGERALD TRUSTEE
    1.00     		0 0 0
    130 LIBERTY ST UNIT 12
    BROCKTON,MA02301
    HOLLY FLETCHER TRUSTEE
    1.00     		0 0 0
    130 LIBERTY ST UNIT 12
    BROCKTON,MA02301
    PETER FREDERICKSEN TRUSTEE
    1.00     		0 0 0
    130 LIBERTY ST UNIT 12
    BROCKTON,MA02301
    TIMOTHY MCCAUL TRUSTEE
    1.00     		0 0 0
    130 LIBERTY ST UNIT 12
    BROCKTON,MA02301
    HEATHER MORAN TRUSTEE
    1.00     		0 0 0
    130 LIBERTY ST UNIT 12
    BROCKTON,MA02301
    STEVE PRINCE TRUSTEE
    1.00     		0 0 0
    130 LIBERTY ST UNIT 12
    BROCKTON,MA02301
    MAUREEN REGAN TRUSTEE
    1.00     		0 0 0
    130 LIBERTY ST UNIT 12
    BROCKTON,MA02301
    CHRISTOPHER J SULMONTE CPA TRUSTEE
    1.00     		0 0 0
    130 LIBERTY ST UNIT 12
    BROCKTON,MA02301
    JESSICA WAINWRIGHT TRUSTEE
    1.00     		0 0 0
    130 LIBERTY ST UNIT 12
    BROCKTON,MA02301
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    5,798,488
    b
    Average of monthly cash balances.......................
    1b
    331,554
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,130,042
    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
    6,130,042
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    91,951
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    6,038,091
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    301,905
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    301,905
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    5,203
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,203
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    296,702
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    296,702
    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
    296,702
    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
    407,364
    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
    407,364
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    407,364
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 296,702
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 76,395
    b From 2014...... 55,007
    c From 2015...... 68,520
    d From 2016...... 111,175
    e From 2017...... 94,901
    fTotal of lines 3a through e........ 405,998
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 407,364
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 296,702
    e Remaining amount distributed out of corpus 110,662
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 516,660
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		76,395
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		440,265
    10 Analysis of line 9:
    a Excess from 2014.... 55,007
    b Excess from 2015.... 68,520
    c Excess from 2016.... 111,175
    d Excess from 2017.... 94,901
    e Excess from 2018.... 110,662
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ABINGTON FOOD PANTRY
    425 PLYMOUTH ST
    ABINGTON,MA02351     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 1,000
    AMARI HENRY
    42 WILDWOOD AVE
    EAST BRIDGEWATER,MA02333     		NONE I GODDARD HEALTH FOUNDATION SCHOLARSHIP 2,500
    ANDREW CREAM
    984 WASHINGTON STREET
    STOUGHTON,MA02072     		NONE I GODDARD HEALTH FOUNDATION SCHOLARSHIP 2,500
    ASHLEY CLOUTIER
    5 BRADLEY LANE
    BRIDGEWATER,MA02324     		NONE I JUDGE ROBERT S. PRINCE SCHOLARSHIP 5,000
    BAMSI
    10 CHRISTYS DRIVE
    BROCKTON,MA02301     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 20,000
    BOYS & GIRLS CLUB BROCKTON
    233 WARREN AVE
    BROCKTON,MA02301     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 20,000
    BROCKTON AFTER DARK PROGRAM CO BROCKTON PUBLIC SCHOOLS
    43 CRESCENT ST
    BROCKTON,MA02301     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 1,000
    BROCKTON AREA ARC
    1250 W CHESTNUT ST
    BROCKTON,MA02301     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 10,000
    BROCKTON NEIGHBORHOOD HEALTH CENTER
    63 MAIN STREET
    BROCKTON,MA02301     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 25,000
    BROCKTON VISITING NURSE ASSOCIATION
    500 BELMONT ST 200
    BROCKTON,MA02301     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 15,000
    CARL MARCELIN
    71 AMES ROAD
    BROCKTON,MA02302     		NONE I GODDARD HEALTH FOUNDATION SCHOLARSHIP 2,500
    CASSANDRA FARIA
    92 PLAIN DRIVE
    STOUGHTON,MA02072     		NONE I GODDARD HEALTH FOUNDATION SCHOLARSHIP 2,500
    CATHOLIC CHARITIES SOUTH
    169 COURT STREET
    BROCKTON,MA02302     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 10,000
    DJ DREAM FUND
    670 DEPOT ST
    EASTON,MA02334     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 10,000
    EAST BRIDGEWATER FOOD PANTRY
    105 PLEASANT ST
    EAST BRIDGEWATER,MA02333     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 1,000
    EMILY HARRIS
    31 JONES TERRACE
    STOUGHTON,MA02072     		NONE I GODDARD HEALTH FOUNDATION SCHOLARSHIP 2,500
    EMMA FRANCIS
    42 STONEGATE DRIVE
    EAST BRIDGEWATER,MA02333     		NONE I GODDARD HEALTH FOUNDATION SCHOLARSHIP 2,500
    ERIN GIROUARD
    45 PLEASANT STREET
    MIDDLEBORO,MA02346     		NONE I GODDARD HEALTH FOUNDATION SCHOLARSHIP 2,500
    ERIN MCCORMACK
    491 DEPOT STREET
    SOUTH EASTON,MA02375     		NONE I GODDARD HEALTH FOUNDATION SCHOLARSHIP 2,500
    FRIENDS OF MIDDLEBORO PUBLIC LIBRARY
    102 N MAIN STREET
    MIDDLEBORO,MA02346     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 1,000
    HEALTH IMPERATIVES
    111 TORREY ST
    BROCKTON,MA02301     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 25,000
    HOUSE OF POSSIBILITIES
    350 WASHINGTON ST
    NORTH EASTON,MA02356     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 1,000
    JAI'EL TOUSSAINT
    170 SOUTH WORCESTER STREET UNIT 3
    NORTON,MA02766     		NONE I GODDARD HEALTH FOUNDATION SCHOLARSHIP 2,500
    JAMARII JOHNSON
    56 HENRY STREET
    BROCKTON,MA02302     		NONE I GODDARD HEALTH FOUNDATION SCHOLARSHIP 2,500
    KAYLA GALVEZ
    40 MESSINA DRIVE
    BROCKTON,MA02301     		NONE I GODDARD HEALTH FOUNDATION SCHOLARSHIP 2,500
    KAYLEE COUITE
    6 COPELAND STREET
    WEST BRIDGEWATER,MA02766     		NONE I GODDARD HEALTH FOUNDATION SCHOLARSHIP 2,500
    KELLY MONTEIRO
    56 TURNER STREET
    BROCKTON,MA02301     		NONE I JUDGE ROBERT S. PRINCE SCHOLARSHIP 5,000
    LILLIAN JACOBSON
    533 WASHINGTON STREET
    EAST BRIDGEWATER,MA02333     		NONE I JUDGE ROBERT S. PRINCE SCHOLARSHIP 5,000
    LIONS CLUB OF EASTON FOUNDATION
    PO BOX 1032
    EASTON,MA02334     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 500
    LIVING INDEPENDENTLY FOR EQUALITY
    54 HAVERHILL STREET
    BROCKTON,MA02301     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 10,000
    MASSACHUSETTS ASSOCIATION FOR THE BLIND
    200 IVY STREET
    BROOKLINE,MA02446     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 10,000
    MY BROTHERS KEEPER
    PO BOX 338
    EASTON,MA02356     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 7,000
    NEW LIFE TEMPLE OF HOLINESS INC
    15 NILSSON STREET
    BROCKTON,MA02301     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 1,000
    OLD COLONY YMCA
    320 MAIN STREET
    BROCKTON,MA02301     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 18,000
    SALLY CHU
    76 MARGERY ROAD
    BROCKTON,MA02301     		NONE I GODDARD HEALTH FOUNDATION SCHOLARSHIP 3,500
    SCOUT TROOP 25
    77 MENDON STREET
    MENDON,MA01569     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 1,000
    SIGNATURE HEALTHCARE
    680 CENTRE STREET
    BROCKTON,MA02302     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 43,308
    SMASHMOUTH WRESTLING
    20 PARTRIDGE CIRCLE
    BROCKTON,MA02301     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 2,500
    SUNSHINE FARM
    258 WALNUT ST
    BRIDGEWATER,MA02324     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 11,000
    SUPPORT OUR LIBRARY ASSOCIATION INC
    84 PARK STREET
    STOUGHTON,MA02072     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 5,000
    THE CHARITY GUILD INC
    501 MAIN ST
    BROCKTON,MA02301     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 1,500
    VALERIE ZIS
    272 BAY ROAD
    EASTON,MA02356     		NONE I JUDGE ROBERT S. PRINCE SCHOLARSHIP 5,000
    WHEELCHAIR STRONG
    37 BELMONT STREET
    BROCKTON,MA02301     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 1,000
    Total .................................bullet 3a 305,308
    bApproved for future payment
    SUNSHINE FARM
    258 WALNUT ST
    BRIDGEWATER,MA02324     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 20,000
    SUPPORT OUR LIBRARY ASSOCIATION INC
    84 PARK STREET
    STOUGHTON,MA02072     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 15,000
    Total .................................bullet 3b 35,000
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 43,793  
    4 Dividends and interest from securities....     14 158,363  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......     17 9,900  
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 125,153  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER REVENUE     		    01 903  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 338,112 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    338,112
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    GODDARD HEALTH SERVICES INC
    EIN:
    04-2852328
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDIT 9,924 4,962   4,755
    BOOKKEEPING 10,850 5,425   5,425

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    GODDARD HEALTH SERVICES INC
    EIN:
    04-2852328
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 1,084,006 1,084,006

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    GODDARD HEALTH SERVICES INC
    EIN:
    04-2852328
    Name of Stock End of Year Book Value End of Year Fair Market Value
    SUBSIDARY - GODDARD RESTORATIVE CARE 2,695,371 2,695,371

    TY 2018 InvestmentsOtherSchedule2
    Name:
    GODDARD HEALTH SERVICES INC
    EIN:
    04-2852328
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS FMV 2,223,707 2,223,707
    CERTIFICATES OF DEPOSIT FMV 824,194 824,194
    US TREASURY SECURITIES FMV 142,994 142,994
    EQUITY SECURITIES FMV 1,160,744 1,160,744

    TY 2018 LegalFeesSchedule
    Name:
    GODDARD HEALTH SERVICES INC
    EIN:
    04-2852328
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 8,365 0   0


    TY 2018 OtherAssetsSchedule
    Name:
    GODDARD HEALTH SERVICES INC
    EIN:
    04-2852328
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    INTEREST RECEIVABLE 3,834 14,712 14,712
    DUE FROM AFFILIATE 0 49,480 49,480


    TY 2018 OtherDecreasesSchedule
    Name:
    GODDARD HEALTH SERVICES INC
    EIN:
    04-2852328
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS IN MARKETABLE SECURITIES 156,482
    PRIOR YEAR ADJUSTMENT 75,523


    TY 2018 OtherExpensesSchedule
    Name:
    GODDARD HEALTH SERVICES INC
    EIN:
    04-2852328
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 12,295 0   14,128
    MISCELLANEOUS EXPENSES 4,812 564   3,541
    OFFICE SUPPLIES 16,849 3,370   14,731


    TY 2018 OtherIncomeSchedule2
    Name:
    GODDARD HEALTH SERVICES INC
    EIN:
    04-2852328
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER REVENUE 903   903


    TY 2018 OtherIncreasesSchedule
    Name:
    GODDARD HEALTH SERVICES INC
    EIN:
    04-2852328
    Description Amount
    INCOME FROM SUBSIDIARY 78,430
    INTERCOMPANY GIFT FROM GODDARD RESTORATIVE CARE, INC. 251,800
    MERGER WITH ROTARY COMMUNITY CORPS OF ADULT DAY HEALTH PROGRAMS, INC. 673,543


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    GODDARD HEALTH SERVICES INC
    EIN:
    04-2852328
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTING 9,010 1,269   6,888
    INVESTMENT SERVICE FEES 23,447 23,447   0


    TY 2018 TransfersToControlledEntities
    Name:
    GODDARD HEALTH SERVICES INC
    EIN:
    04-2852328
    Name US /
    Foreign Address    		 EIN Description Amount
    GODDARD RESTORATIVE CARE UNIT INC 130 LIBERTY ST UNIT 12
    BROCKTON,MA02301     		04-3081668 ON 1/18/2019 A TRANSFER OF $165,000 FROM GRC. 165,000
    GODDARD RESTORATIVE CARE UNIT INC 130 LIBERTY ST UNIT 12
    BROCKTON,MA02301     		04-3081668 ON 4/25/2019 A TRANSFER OF $16,000 FROM GRC. 16,000
    GODDARD RESTORATIVE CARE UNIT INC 130 LIBERTY ST UNIT 12
    BROCKTON,MA02301     		04-3081668 ON 6/17/2019 A TRANSFER OF $30,000 FROM GRC. 30,000
    GODDARD RESTORATIVE CARE UNIT INC 130 LIBERTY ST UNIT 12
    BROCKTON,MA02301     		04-3081668 12 MONTHLY PAYMENTS OF $3,400 FROM GRC. 40,800
    Total     251,800