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
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 01-01-2019 , and ending 12-31-2019
Name of foundation
CAMBRIDGE SAVINGS CHARITABLE
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)1374 MASSACHUSETTS AVENUE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CAMBRIDGE, MA02138
A Employer identification number

48-1307731
B Telephone number (see instructions)

(617) 864-7000
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$2,739,511
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 2,030,974
2 Check bullet.............
3 Interest on savings and temporary cash investments 34,628 34,628  
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -53,729
b Gross sales price for all assets on line 6a 699,450
7 Capital gain net income (from Part IV, line 2)... 270,754
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)....... 96,250 0  
12 Total. Add lines 1 through 11........ 2,108,123 305,382  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 16,500 0   16,500
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 1,900 0   1,900
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 13,561 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 54 0   54
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 32,015 0   18,454
25 Contributions, gifts, grants paid....... 992,147 992,147
26 Total expenses and disbursements. Add lines 24 and 25 1,024,162 0   1,010,601
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,083,961
b Net investment income (if negative, enter -0-) 305,382
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
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 242,398 77,911 77,911
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,231,566 Click to see attachment2,661,600 2,661,600
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,473,964 2,739,511 2,739,511
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
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 bullet
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 1,473,964 2,739,511
29 Total net assets or fund balances (see instructions)..... 1,473,964 2,739,511
30 Total liabilities and net assets/fund balances (see instructions). 1,473,964 2,739,511
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
1,473,964
2
Enter amount from Part I, line 27a .....................
2
1,083,961
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
181,586
4
Add lines 1, 2, and 3 ..........................
4
2,739,511
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,739,511
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 INDEPENDENT BANK D 2014-02-19 2019-04-30
b REGIONS FINANCIAL GROUP D 2014-12-11 2019-04-30
c ENTERPRISE BANCORP D 2014-08-27 2019-04-30
d REGIONS FINANCIAL GROUP D 2016-10-07 2019-06-14
e PEOPLES UNITED FINANCIAL INC. D 2014-03-28 2019-10-16
ENTERPRISE BANCORP D 2014-10-15 2019-12-18
(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 162,433   71,633 90,800
b 107,161   72,498 34,663
c 62,310   41,132 21,178
d 144,118   104,604 39,514
e 94,077   56,565 37,512
129,351   82,264 47,087
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       90,800
b       34,663
c       21,178
d       39,514
e       37,512
      47,087
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 2 270,754
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))
2018 980,594 1,945,759 0.503965
2017 309,450 665,930 0.464688
2016 412,600 353,010 1.168805
2015 336,155 360,071 0.933580
2014 392,092 447,873 0.875454
2
Total of line 1, column (d) .....................
2
3.946492
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
0.789298
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
1,296,249
5
Multiply line 4 by line 3......................
5
1,023,127
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
3,054
7
Add lines 5 and 6........................
7
1,026,181
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,010,601
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 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 6,108
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 6,108
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 6,108
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 6,800
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 6,800
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 692
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet692 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 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 addressbulletN/A
    14
    The books are in care ofbulletDANA PHILBROOK Telephone no.bullet (617) 864-8700

    Located atbullet1374 MASSACHUSETTS AVENUECAMBRIDGEMA ZIP+4bullet02138
    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 2019, 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 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?.............
    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 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))?
    (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
     
    No
    .........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
    ANNE ADAMS CUSHMAN DIRECTOR
    1.00
    3,000 0 0
    1374 MASSACHUSETTS AVENUE
    CAMBRIDGE,MA02138
    ROBERT P REARDON DIRECTOR
    1.00
    3,750 0 0
    1374 MASSACHUSETTS AVENUE
    CAMBRIDGE,MA02138
    ROBERT RAMSEY DIRECTOR
    1.00
    3,750 0 0
    1374 MASSACHUSETTS AVENUE
    CAMBRIDGE,MA02138
    ROBERT M WILSON DIRECTOR
    1.00
    2,250 0 0
    1374 MASSACHUSETTS AVENUE
    CAMBRIDGE,MA02138
    WAYNE F PATENAUDE PRESIDENT/CEO/DIRECTOR
    1.00
    0 0 0
    1374 MASSACHUSETTS AVENUE
    CAMBRIDGE,MA02138
    SUSAN LAPIERRE SVP/ASSISTANT CLERK
    1.00
    0 0 0
    1374 MASSACHUSETTS AVENUE
    CAMBRIDGE,MA02138
    CHARLIE LYONS DIRECTOR
    1.00
    3,750 0 0
    1374 MASSACHUSETTS AVENUE
    CAMBRIDGE,MA02138
    STEPHEN J COUKOS EVP/GENERAL COUNSEL/CLERK
    1.00
    0 0 0
    1374 MASSACHUSETTS AVENUE
    CAMBRIDGE,MA02138
    MICHAEL GILLES EVP/COO/CFO/TREASURER/ASST. CLERK
    1.00
    0 0 0
    1374 MASSACHUSETTS AVENUE
    CAMBRIDGE,MA02138
    DANA PHILBROOK SVP/CONTROLLER
    1.00
    0 0 0
    1374 MASSACHUSETTS AVENUE
    CAMBRIDGE,MA02138
    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 (2019)
    Form 990-PF (2019)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............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 N/A 0
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 NONE 0
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (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
    1,169,172
    b
    Average of monthly cash balances.......................
    1b
    146,817
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,315,989
    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
    1,315,989
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    19,740
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,296,249
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    64,812
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    64,812
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    6,108
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,108
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    58,704
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    58,704
    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
    58,704
    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
    1,010,601
    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
    1,010,601
    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
    1,010,601
    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 58,704
    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...... 369,714
    b From 2015...... 319,039
    c From 2016...... 399,135
    d From 2017...... 276,176
    e From 2018...... 890,066
    fTotal of lines 3a through e........ 2,254,130
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 1,010,601
    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..... 58,704
    e Remaining amount distributed out of corpus 951,897
    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).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 3,206,027
    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) ...
    369,714
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......
    2,836,313
    10 Analysis of line 9:
    a Excess from 2015.... 319,039
    b Excess from 2016.... 399,135
    c Excess from 2017.... 276,176
    d Excess from 2018.... 890,066
    e Excess from 2019.... 951,897
    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....... 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) 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.)
    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 (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)
    aPaid during the year
    2KIDNEYS1HEART
    72 HIGH ROCK STREET
    NEEDHAM,MA02492
    NOT RELATED PC EXEMPT PURPOSE 500
    AB BOYS LACROSSE BOOSTERS
    9 WILLIS HOLDEN DRIVE
    ACTON,MA01720
    NOT RELATED PC EXEMPT PURPOSE 100
    ACCESSPORTAMERICA
    119 HIGH STREET
    ACTON,MA01720
    NOT RELATED PC EXEMPT PURPOSE 7,820
    ACCION EAST INC
    10 FAWCETT STREET SUITE 204
    CAMBRIDGE,MA02138
    NOT RELATED PC EXEMPT PURPOSE 2,500
    ALL NEWTON MUSIC SCHOOL
    321 CHESTNUT STREET
    NEWTON,MA02465
    NOT RELATED PC EXEMPT PURPOSE 2,000
    ALLISON RONCHETTI
    591 SPRINGS ROAD
    BEDFORD,MA01730
    NOT RELATED I SCHOLARSHIP 2,500
    ALLSTON BRIGHTON CDC
    20 LINDEN ST SUITE 288
    ALLSTON,MA02134
    NOT RELATED PC EXEMPT PURPOSE 20,000
    ALZHEIMER'S ASSOCIATION
    311 ARSENAL STREET
    WATERTOWN,MA02472
    NOT RELATED PC EXEMPT PURPOSE 5,000
    ANQI MA
    29 EVERETT STREET
    CAMBRIDGE,MA02138
    NOT RELATED I SCHOLARSHIP 2,500
    ARLINGTON BOYS & GIRL CLUB
    SIXTY POND LANE
    ARLINGTON,MA024746586
    NOT RELATED PC EXEMPT PURPOSE 3,650
    ARLINGTON CATHOLIC HIGH SCHOOL
    16 MEDFORD ST
    ARLINGTON,MA02474
    NOT RELATED PC EXEMPT PURPOSE 300
    ARLINGTON CENTER FOR THE ARTS
    41 FOSTER STREET
    ARLINGTON,MA02474
    NOT RELATED PC EXEMPT PURPOSE 800
    ARLINGTON PATRIOTS DAY PARADE
    730 MASSACHUSETTS AVE
    ARLINGTON,MA02476
    NOT RELATED PC EXEMPT PURPOSE 500
    ARLINGTON ROTARY CLUB
    P O BOX 23
    ARLINGTON,MA02474
    NOT RELATED PC EXEMPT PURPOSE 250
    ARLINGTON YOUTH COUNSELING CENTER
    670R MASSACHUSETTS AVENUE
    ARLINGTON,MA02476
    NOT RELATED PC EXEMPT PURPOSE 350
    ART BECAUSE BREAST CANCER FOUNDATION
    230 SCHOOL ST
    CARLISLE,MA01741
    NOT RELATED PC EXEMPT PURPOSE 10,000
    BAY COVE HUMAN SERVICES INC
    PO BOX 45538
    SOMERVILLE,MA02145
    NOT RELATED PC EXEMPT PURPOSE 11,370
    BEATHEART FOUNDATION
    45 LAURAL STREET
    SOMERVILLE,MA02143
    NOT RELATED PC EXEMPT PURPOSE 250
    BEDFORD BABE RUTH BASEBALLSOFTBALL PROG
    PO BOX 136
    BEDFORD,MA01730
    NOT RELATED PC EXEMPT PURPOSE 300
    BEDFORD VAMC
    200 SPRING ROAD
    BEDFORD,MA01730
    NOT RELATED PC EXEMPT PURPOSE 500
    BELMONT AGAINST RACISM
    P O BOX 649
    BELMONT,MA02478
    NOT RELATED PC EXEMPT PURPOSE 100
    BELMONT CENTER BUSINESS ASSO
    74 FAIRMONT STREET
    BELMONT,MA02478
    NOT RELATED PC EXEMPT PURPOSE 300
    BELMONT CITIZEN FORUM INC
    PO BOX 609
    BELMONT,MA02478
    NOT RELATED PC EXEMPT PURPOSE 100
    BELMONT COOPERATIVE NURSERY SCHOOL INC
    130 COMMON STREET
    BELMONT,MA02478
    NOT RELATED PC EXEMPT PURPOSE 100
    BELMONT FOOD COLLABORATIVE
    PO BOX 387
    BELMONT,MA02478
    NOT RELATED PC EXEMPT PURPOSE 100
    BELMONT HIGH SCHOOL PTO SENIOR NIGHT
    52 OLD CONCORD ROAD
    BELMONT,MA02478
    NOT RELATED PC EXEMPT PURPOSE 250
    BELMONT HILL SCHOOL
    350 PROSPECT STREET
    BELMONT,MA02478
    NOT RELATED PC EXEMPT PURPOSE 5,000
    BELMONT YOUTH ACTIVITIES & DARE INC
    PO BOX 151
    BELMONT,MA02478
    NOT RELATED PC EXEMPT PURPOSE 125
    BEN WELLER SHEP BECKER
    225 FRANKLIN STREET 26TH FLOOR
    BOSTON,MA02110
    NOT RELATED PC EXEMPT PURPOSE 750
    BOSTON CELTICS SHAMROCK FOUNDATION
    226 CAUSEWAY ST
    BOSTON,MA02114
    NOT RELATED PC EXEMPT PURPOSE 1,000
    BOSTON CENTER FOR THE ARTS
    539 TREMONT STREET
    BOSTON,MA02116
    NOT RELATED PC EXEMPT PURPOSE 2,020
    BOSTON SYMPHONY ORCHESTRA
    SYMPHONY HALL
    BOSTON,MA02115
    NOT RELATED PC EXEMPT PURPOSE 12,200
    BOYS AND GIRLS CLUBS OF BOSTON
    200 HIGH STREET 3RD FLOOR
    BOSTON,MA02110
    NOT RELATED PC EXEMPT PURPOSE 4,000
    BRIGHTON BOARD OF TRADE
    PO BOX 35783
    BRIGHTON,MA02135
    NOT RELATED PC EXEMPT PURPOSE 500
    BROCKTON VISITING BURSE ASSOCIATION
    500 BELMONT STREET SUITE 200
    BROCKTON,MA02301
    NOT RELATED PC EXEMPT PURPOSE 800
    BROOKE SHAMON
    3399 NORTH RD
    POUGHKEEPSIE,NY12601
    NOT RELATED I SCHOLARSHIP 2,500
    BUILDINGIMPACT
    93 SUMMER ST
    BOSTON,MA02110
    NOT RELATED PC EXEMPT PURPOSE 500
    BUNKER HILL ASSOCIATES
    PO BOX 290755
    CHARLESTOWN,MA02129
    NOT RELATED PC EXEMPT PURPOSE 200
    BURLINGTON BASEBALLSOFTBALL ASSOC
    P O BOX 325
    BURLINGTON,MA01803
    NOT RELATED PC EXEMPT PURPOSE 250
    BURLINGTON EDUCATION FOUNDATION
    P O BOX 756
    BURLINGTON,MA01803
    NOT RELATED PC EXEMPT PURPOSE 1,000
    BURLINGTON RECREATION DEPT
    TOWN HALL
    BURLINGTON,MA01803
    NOT RELATED PC EXEMPT PURPOSE 500
    CAMBRIDGE CAMPING ASSOCIATION
    99 BISHOP ALLEN DRIVE
    CAMBRIDGE,MA02139
    NOT RELATED PC EXEMPT PURPOSE 10,500
    CAMBRIDGE CHAPTER NATIONAL FEDERATION FOR THE BLIND
    321 HARVARD STREET UNIT 306
    CAMBRIDGE,MA02139
    NOT RELATED PC EXEMPT PURPOSE 500
    CAMBRIDGE COMMUNITY CENTER
    5 CALLENDER STREET
    CAMBRIDGE,MA02139
    NOT RELATED PC EXEMPT PURPOSE 35,150
    CAMBRIDGE COMMUNITY OF REAL ESTATE PROFESSIONALS
    955 MASSACHUSETTS AVENUE
    CAMBRIDGE,MA02139
    NOT RELATED PC EXEMPT PURPOSE 750
    CAMBRIDGE COMMUNITY TELEVISION
    438 MASSACHUSETTS AVENUE
    CAMBRIDGE,MA02139
    NOT RELATED PC EXEMPT PURPOSE 7,643
    CAMBRIDGE FAMILY & CHILDREN SERVICE
    60 GORE STREET
    CAMBRIDGE,MA02141
    NOT RELATED PC EXEMPT PURPOSE 23,100
    CAMBRIDGE FAMILY YMCA
    820 MASSACHUSETTS AVENUE
    CAMBRIDGE,MA02139
    NOT RELATED PC EXEMPT PURPOSE 10,000
    CAMBRIDGE GIRLS SOFTBALL LEAGUE
    260 WALDEN STREET
    CAMBRIDGE,MA02138
    NOT RELATED PC EXEMPT PURPOSE 500
    CAMBRIDGE HEALTH ALLIANCE FOUNDATION
    1493 CAMBRIDGE ST
    CAMBRIDGE,MA02139
    NOT RELATED PC EXEMPT PURPOSE 350
    CAMBRIDGE HISTORICAL SOCIETY
    159 BRATTLE STREET
    CAMBRIDGE,MA021383300
    NOT RELATED PC EXEMPT PURPOSE 5,000
    CAMBRIDGE HOUSING ASSISTANCE FUND
    105 CHAUNCY STREET SUITE 502
    BOSTON,MA02111
    NOT RELATED PC EXEMPT PURPOSE 9,550
    CLAB- THE TASTE OF CAMBRIDGE
    PO BOX 390426
    CAMBRIDGE,MA02139
    NOT RELATED PC EXEMPT PURPOSE -1,650
    CAMBRIDGE LOCAL FIRST
    PO BOX 381701
    CAMBRIDGE,MA02238
    NOT RELATED PC EXEMPT PURPOSE 9,400
    CAMBRIDGE ROTARY EDUCATIONAL FUND
    PO BOX 410347
    CAMBRIDGE,MA02141
    NOT RELATED PC EXEMPT PURPOSE 1,600
    CAPITOL SQUARE BUSINESS ASSOCIATION
    212A MASS AVE
    ARLINGTON,MA02474
    NOT RELATED PC EXEMPT PURPOSE 500
    CAREER COLLABORATIVE INC
    77 SUMMER STREET 11TH FLOOR
    BOSTON,MA02110
    NOT RELATED PC EXEMPT PURPOSE 2,250
    CARITAS COMMUNITIES INC
    25 BRAINTREE HILL OFFICE PARK SUITE
    206
    BRAINTREE,MA02184
    NOT RELATED PC EXEMPT PURPOSE 15,000
    CASPAR INC
    315 HIGHLAND AVENUE
    SOMERVILLE,MA02144
    NOT RELATED PC EXEMPT PURPOSE 3,250
    CATHOLIC MEMORIAL
    253 BAKER ST
    WEST ROXBURY,MA021324395
    NOT RELATED PC EXEMPT PURPOSE 10,000
    CENTRAL SQUARE THEATER
    450 MASSACHUSETTS AVE SUITE 2
    CAMBRIDGE,MA021394105
    NOT RELATED PC EXEMPT PURPOSE 10,550
    CHAPA
    18 TREMONT STREET SUITE 401
    BOSTON,MA02108
    NOT RELATED PC EXEMPT PURPOSE 1,000
    CHELSEA COLLABORATIVE
    318 BROADWAY
    CHELSEA,MA02150
    NOT RELATED PC EXEMPT PURPOSE 2,500
    CHRISTOPHER IANNETTA
    100 STATE STREET
    FRAMINGHAM,MA01701
    NOT RELATED I SCHOLARSHIP 2,500
    CLAB-THE TASTE OF CAMBRIDGE
    PO BOX 390426
    CAMBRIDGE,MA02139
    NOT RELATED PC EXEMPT PURPOSE 5,000
    CLUB PASSIM
    26 CHURCH ST SUITE 300
    CAMBRIDGE,MA02138
    NOT RELATED PC EXEMPT PURPOSE 250
    COMMUNITY FARMS OUTREACH INC
    240 BEAVER ST
    WALTHAM,MA02452
    NOT RELATED PC EXEMPT PURPOSE 2,500
    COMMUNITY SERVINGS INC
    18 MARBURY TERRACE
    JAMAICA PLAIN,MA02130
    NOT RELATED PC EXEMPT PURPOSE 34,250
    CONCORD EDUCATION FUND
    PO BOX 202
    CONCORD,MA01742
    NOT RELATED PC EXEMPT PURPOSE 12,375
    CONCORD MUSEUM
    53 CAMBRIDGE TURNPIKE
    CONCORD,MA01742
    NOT RELATED PC EXEMPT PURPOSE 570
    CONCORD-CARLISLE COMMUNITY CHEST
    19 MAIN STREET
    CONCORD,MA01742
    NOT RELATED PC EXEMPT PURPOSE 10,000
    COUNCIL OF SOCIAL CONCERN
    2 MERRIMAC STREET
    WOBURN,MA01801
    NOT RELATED PC EXEMPT PURPOSE 5,000
    CRADLES TO CRAYONS
    155 NORTH BEACON STREET
    BRIGHTON,MA02135
    NOT RELATED PC EXEMPT PURPOSE 1,125
    DANA FARBER
    450 BROOKLINE AVE
    BOSTON,MA02215
    NOT RELATED PC EXEMPT PURPOSE 5,000
    DANIEL SERADERIAN
    100 STATE STREET
    FRAMINGHAM,MA01701
    NOT RELATED I SCHOLARSHIP 2,500
    DANIELLE CLEMENT
    7060 NY-104
    OSWEGO,NY13126
    NOT RELATED I SCHOLARSHIP 2,500
    DEVIN MCALISTER
    120 BOYLSTON STREET
    BOSTON,MA02116
    NOT RELATED I SCHOLARSHIP 2,500
    DREAM DAY
    165 NAN-KE-RAFE PATH
    BREWSTER,MA02631
    NOT RELATED PC EXEMPT PURPOSE 2,500
    EAST CAMBRIDGE SAVINGS BANK
    292 CAMBRIDGE STREET
    CAMBRIDGE,MA02141
    NOT RELATED PC EXEMPT PURPOSE 298
    EAST END HOUSE INC
    105 SPRING ST
    CAMBRIDGE,MA02141
    NOT RELATED PC EXEMPT PURPOSE 25,000
    EASTER SEALS MASSACHUSETTS
    484 MAIN STREET
    WORCESTER,MA01608
    NOT RELATED PC EXEMPT PURPOSE 2,500
    ELIZABETH PEABODY HOUSE
    275-277 BROADWAY
    SOMERVILLE,MA02145
    NOT RELATED PC EXEMPT PURPOSE 2,500
    EMERSON HOSPITAL AUXILIARY
    133 ORNAC
    CONCORD,MA017424169
    NOT RELATED PC EXEMPT PURPOSE 1,800
    EO BOSTON
    410 BOSTON POST ROAD SUITE 28
    SUDBURY,MA01776
    NOT RELATED PC EXEMPT PURPOSE 16,500
    ETHAN MOORE
    220 PAWTUCKET ST
    LOWELL,MA01854
    NOT RELATED I SCHOLARSHIP 2,500
    FACING CANCER TOGETHER INC
    PO BOX 600666
    NEWTONVILLE,MA02460
    NOT RELATED PC EXEMPT PURPOSE 2,500
    FAMILY ACCESS OF NEWTON
    492 WALTHAM STREET
    WEST NEWTON,MA024651920
    NOT RELATED PC EXEMPT PURPOSE 5,000
    FARMERS HELPERS LLC CHIP-IN FARM
    201 HARTWELL RAOD
    BEDOFRD,MA01730
    NOT RELATED PC EXEMPT PURPOSE 250
    FATHER BILL'S & MAINSPRINGINC
    422 WASHINGTON STREET
    QUINCY,MA02169
    NOT RELATED PC EXEMPT PURPOSE 1,620
    FIND THE CAUSE
    PO BOX 2112
    FRAMINGHAM,MA01703
    NOT RELATED PC EXEMPT PURPOSE -1,550
    FIRST CHURCH CONGREGATIONAL CAMBRIDGE SHELTER
    11 GARDEN STREET
    CAMBRIDGE,MA02138
    NOT RELATED PC EXEMPT PURPOSE 2,500
    FOOD FOR FREE
    11 INMAN STREET
    CAMBRIDGE,MA02139
    NOT RELATED PC EXEMPT PURPOSE 18,000
    FOOD LINK
    17 BRATTLE STREET UNIT 17
    ARLINGTON,MA02476
    NOT RELATED PC EXEMPT PURPOSE 500
    FOUNDATION FOR BELMONT EDUCATION
    P O BOX 518
    BELMONT,MA02478
    NOT RELATED PC EXEMPT PURPOSE 500
    FRANCISCAN HOSPITAL FOR CHILDREN
    30 WARREN STREET
    BRIGHTON,MA02135
    NOT RELATED PC EXEMPT PURPOSE 15,000
    FRIENDS OF CAMBRIDGE RINDGE AND LATIN SCHOOL
    PO BOX 391541
    CAMBRIDGE,MA02139
    NOT RELATED PC EXEMPT PURPOSE 500
    FRIENDS OF CCHS TRACK & FIELD
    233 INDEPENDENCE ROAD
    CONCORD,MA01742
    NOT RELATED PC EXEMPT PURPOSE 500
    FRIENDS OF CONCORD CARLISLE BASKETBALL
    84 SHADY BROOK LANE
    CARLISLE,MA01741
    NOT RELATED PC EXEMPT PURPOSE 500
    FRIENDS OF CONCORD CARLISLE HIGH SCHOOL
    114 GROVE STREET
    CONCORD,MA01742
    NOT RELATED PC EXEMPT PURPOSE 3,000
    FRIENDS OF MT AUBURN CEMETERY
    580 MOUNT AUBURN STREET
    CAMBRIDGE,MA02138
    NOT RELATED PC EXEMPT PURPOSE 1,800
    FRIENDS OF THE MARLBOROUGH SENIORS
    186 MAIN STREET SUITE 23
    MARLBOROUGH,MA01752
    NOT RELATED PC EXEMPT PURPOSE 100
    FRIENDSHIP HOME INC
    PO BOX 916
    NORWELL,MA02061
    NOT RELATED PC EXEMPT PURPOSE 3,900
    GENESIS FOUNDATION
    60 TEMPLE PLACE 2ND FLOOR
    BOSTON,MA02111
    NOT RELATED PC EXEMPT PURPOSE 3,980
    GLAD
    18 TREMONT STREET STE 950
    BOSTON,MA02108
    NOT RELATED PC EXEMPT PURPOSE 3,100
    GOOD SHEPHERD COMMUNITY CARE
    90 WELLS AVENUE
    NEWTON,MA02459
    NOT RELATED PC EXEMPT PURPOSE 2,500
    HABITAT FOR HUMANITY
    ONE OAK HILL ROAD
    FITCHBURG,MA01420
    NOT RELATED PC EXEMPT PURPOSE 6,950
    HANNAH YELLE
    168 COLLEGE AVE
    ORONO,ME04469
    NOT RELATED I SCHOLARSHIP 2,500
    HARVARD SQUARE BUSINESS ASSOC
    18 BRATTLE STREET SUITE 352
    CAMBRIDGE,MA02138
    NOT RELATED PC EXEMPT PURPOSE 12,000
    HARVARD-KENT PARENTS ASSOCIATION
    113 RUSSELL STREET
    CHARLESTOWN,MA02129
    NOT RELATED PC EXEMPT PURPOSE 100
    HEADING HOME INC
    529 MAIN STREET SUITE 100
    CHARLESTOWN,MA02129
    NOT RELATED PC EXEMPT PURPOSE 2,200
    HEALTH CARE FOR ALL
    ONE FEDERAL ST
    BOSTON,MA02110
    NOT RELATED PC EXEMPT PURPOSE 2,000
    HILDEBRAND FAMILY SELF HELP CENTER INC
    614 MASSACHUSETTS AVENUE 3RD FLOOR
    CAMBRIDGE,MA02139
    NOT RELATED PC EXEMPT PURPOSE 5,000
    HOMEOWNERS OPTIONS FOR MASS ELDERS
    87 HALE STREET
    LOWELL,MA01851
    NOT RELATED PC EXEMPT PURPOSE 8,008
    HOMEOWNERS REHAB INC
    280 FRANKLIN STREET
    CAMBRIDGE,MA02139
    NOT RELATED PC EXEMPT PURPOSE 15,000
    HOUSING CORPORATION OF ARLINGTON
    20 ACADEMY STREET
    ARLINGTON,MA02476
    NOT RELATED PC EXEMPT PURPOSE 20,000
    MORGAN STANLEY SMITH BARNEY GIFT FOR THE BENEFIT OF INTERCONTINENTAL
    1270 SOLDIERS FIELD ROAD
    BOSTON,MA021351003
    NOT RELATED PC EXEMPT PURPOSE -2,000
    ISABELLE GITLIN
    168 MASSACHUSETTS AVENUE
    BOSTON,MA02115
    NOT RELATED I SCHOLARSHIP 3,000
    IVY RICHARDSON
    1156 HIGH STREET
    SANTA CRUZ,CA95064
    NOT RELATED I SCHOLARSHIP 2,500
    JAMES L MCKEOWN BOYS AND GIRLS CLUB
    1 CHARLES GARDNER LANE
    WOBURN,MA01801
    NOT RELATED PC EXEMPT PURPOSE 3,300
    JARROD SULLIVAN
    591 SPRINGS ROAD BEDFORD
    BEDFORD,MA01730
    NOT RELATED I SCHOLARSHIP 2,500
    JEWISH ARTS COLLABORATIVE
    1320 CENTRE STREET
    NEWTON,MA02459
    NOT RELATED PC EXEMPT PURPOSE 5,000
    JIMMY FUNDDANA FARBER
    10 BROOKLINE PL
    BROOKLINE,MA02445
    NOT RELATED PC EXEMPT PURPOSE 600
    JOHN BARRY BOYS & GIRLS CLUB OF NEWTON
    675 WATERTOWN ST
    NEWTON,MA02460
    NOT RELATED PC EXEMPT PURPOSE 5,000
    JOSH PALMER
    100 INSTITUTE RD
    WORCESTER,MA01609
    NOT RELATED I SCHOLARSHIP 2,500
    JUDGE BAKER CHILDREN'S CENTER
    53 PARKER HILL AVENUE
    BOSTON,MA02120
    NOT RELATED PC EXEMPT PURPOSE 1,000
    JUST-A-START CORPORATION
    1035 CAMBRIDGE STREET 12
    CAMBRIDGE,MA02141
    NOT RELATED PC EXEMPT PURPOSE 50,000
    KILEY SMYTH
    1 UNIVERISTY DRIVE
    ORANGE,CA92866
    NOT RELATED I SCHOLARSHIP 2,500
    KRISTEN TRACY
    315 TURNPIKE STREET
    NORTH ANDOVER,MA01845
    NOT RELATED I SCHOLARSHIP 2,500
    LEXINGTON EDUCATION FOUNDATION
    594 MARRETT ROAD SUITE 7
    LEXINGTON,MA02421
    NOT RELATED PC EXEMPT PURPOSE 500
    LINKS TO COLLEGE
    53 STATE STREET 17TH FLOOR
    BOSTON,MA02109
    NOT RELATED PC EXEMPT PURPOSE 2,500
    LOVIN' SPOONFULS
    1304 COMMONWEALTH AVE
    BOSTON,MA02134
    NOT RELATED PC EXEMPT PURPOSE 4,600
    LYNN COMMUNITY HEALTH CENTER
    269 UNION STREET
    LYNN,MA019011314
    NOT RELATED PC EXEMPT PURPOSE 10,000
    MADELINE ELLMORE
    330 DE NEVE DRIVE
    LOS ANGELES,CA90024
    NOT RELATED I SCHOLARSHIP 2,500
    MADISON SHIPKA
    352 LAFAYETTE ST
    SALEM,MA01970
    NOT RELATED I SCHOLARSHIP 2,500
    MAHAMED MOHAMUD
    415 SOUTH STREET
    WALTHAM,MA02453
    NOT RELATED I SCHOLARSHIP 2,500
    MAKE-A-WISH MASS AND RI
    ONE BULFINCH PLACE 2ND FLOOR
    BOSTON,MA02114
    NOT RELATED PC EXEMPT PURPOSE 3,000
    MALDEN YMCA
    99 DARTMOUTH STREET
    MALDEN,MA02148
    NOT RELATED PC EXEMPT PURPOSE 2,500
    LINKS TO COLLEGE
    53 STATE STREET 17TH FLOOR
    BOSTON,MA02109
    NOT RELATED PC EXEMPT PURPOSE -1,248
    MARGARET FULLER NEIGHBORHOOD HOUSE INC
    71 CHERRY STREET
    CAMBRIDGE,MA02139
    NOT RELATED PC EXEMPT PURPOSE 2,500
    MARIA HASTINGS ELEMENTARY SCHOOL
    12 SHIRLEY STREET
    LEXINGTON,MA02421
    NOT RELATED PC EXEMPT PURPOSE 100
    MARISA'S MISSON
    PO BOX 850061
    BRAINTREE,MA02185
    NOT RELATED PC EXEMPT PURPOSE 1,000
    MARTIN LUTHER KING OBSERVANCE COMMITTEE
    P O BOX 320
    ARLINGTON,MA02476
    NOT RELATED PC EXEMPT PURPOSE 50
    MASS ALLIANCE OF PORTUGUESE SPEAKERS
    1046 CAMBRIDGE STREET
    CAMBRIDGE,MA02139
    NOT RELATED PC EXEMPT PURPOSE 700
    MASSACHUSETTS HOUSING & SHELTER ALLIANCE
    PO BOX 8638
    BOSTON,MA02114
    NOT RELATED PC EXEMPT PURPOSE 4,250
    MASSACHUSETTS NONPROFIT NETWORKTSNE
    89 SOUTH STREET SUITE 603
    BOSTON,MA02111
    NOT RELATED PC EXEMPT PURPOSE 7,500
    MASSCREATIVE
    15 CHANNEL CENTER STREET SUITE 103
    BOSTON,MA02210
    NOT RELATED PC EXEMPT PURPOSE 1,500
    MAYOR CARPENTER CHAMPION FOUNDATION INC
    PO BOX 7003
    BROCKTON,MA02303
    NOT RELATED PC EXEMPT PURPOSE 650
    MAYOR'S CHILDREN'S FUND
    45 SCHOOL STREET
    BROCKTON,MA02301
    NOT RELATED PC EXEMPT PURPOSE 650
    MBA CHARITABLE FOUNDATION INC
    ONE WASHINGTON MALL 8TH FLOOR
    BOSTON,MA021082603
    NOT RELATED PC EXEMPT PURPOSE 3,000
    MEDFORD COMMUNITY HOUSING
    PO BOX 575
    MEDFORD,MA02155
    NOT RELATED PC EXEMPT PURPOSE 1,800
    MIDAS COLLABORATIVE
    2 OLIVER ST
    BOSTON,MA02109
    NOT RELATED PC EXEMPT PURPOSE -200
    MINUTEMAN SENIOR SERVICES
    26 CROSBY DRIVE
    BEDFORD,MA01730
    NOT RELATED PC EXEMPT PURPOSE 100
    MORE THAN WORDS
    56 FELTON STREET
    WALTHAM,MA02453
    NOT RELATED PC EXEMPT PURPOSE -150
    MORGAN STANLEY SMITH BARNEY GIFT FOR THE BENEFIT OF INTERCONTINENTAL
    1270 SOLDIERS FIELD ROAD
    BOSTON,MA021351003
    NOT RELATED PC EXEMPT PURPOSE 15,000
    MOUNT AUBURN HOSPITAL
    330 MOUNT AUBURN ST
    CAMBRIDGE,MA02138
    NOT RELATED PC EXEMPT PURPOSE 16,000
    NASHOBA LEARNING GROUP
    10 OAK PARK DR
    BEDFORD,MA01730
    NOT RELATED PC EXEMPT PURPOSE 1,000
    NATIONAL ASSOC FOR ARMENIAN STUDIES & RESEARCH
    395 CONCORD AVE
    BELMONT,MA02478
    NOT RELATED PC EXEMPT PURPOSE 1,000
    NATIONAL MULTIPLES SCLEROSIS SOCIETY
    101 A FIRST AVENUE SUITE 6
    WALTHAM,MA02451
    NOT RELATED PC EXEMPT PURPOSE 9,200
    NE MASS CHAPTER 411 SCORE
    10 CAUSEWAY STREET
    BOSTON,MA02222
    NOT RELATED PC EXEMPT PURPOSE 5,000
    NEIGHBORHOOD OF AFFORDABLE HOUSING
    143 BORDER STREET
    EAST BOSTON,MA02128
    NOT RELATED PC EXEMPT PURPOSE 15,000
    NEIGHBORWORKS SOUTHERN MASS
    422 WASHINGTON STREET
    QUINCY,MA02169
    NOT RELATED PC EXEMPT PURPOSE 1,000
    NEW ART CENTER
    61 WASHINGTON PARK
    NEWTONVILLE,MA02460
    NOT RELATED PC EXEMPT PURPOSE 1,500
    NEWTON COMMUNITY PRIDE
    225 NEVADA ST
    NEWTON,MA024601212
    NOT RELATED PC EXEMPT PURPOSE 2,500
    NEXT STEP
    99 BISHOP ALLEN DRIVE
    CAMBRIDGE,MA02139
    NOT RELATED PC EXEMPT PURPOSE 200
    NICHOLAS KARALIS
    120 TILLSON FARM ROAD
    AMHERST,MA01003
    NOT RELATED I SCHOLARSHIP 2,500
    NORTH CAMBRIDGE LITTLE BASEBALL LEAGUE
    141 OXFORD STREET
    CAMBRIDGE,MA02140
    NOT RELATED PC EXEMPT PURPOSE 400
    NUPATH INC
    147 NEW BOSTON STREET
    WOBURN,MA01801
    NOT RELATED PC EXEMPT PURPOSE 11,000
    OLD SCHWAMB MILL
    17 MILL STREET
    ARLINGTON,MA02476
    NOT RELATED PC EXEMPT PURPOSE 250
    ON THE RISE INC
    341 BROADWAY
    CAMBRIDGE,MA02139
    NOT RELATED PC EXEMPT PURPOSE 6,312
    OPEN TABLE INC
    PO BOX 42
    CONCORD,MA01742
    NOT RELATED PC EXEMPT PURPOSE 2,600
    OPERATION ABLE
    174 PORTLAND STREET
    BOSTON,MA02114
    NOT RELATED PC EXEMPT PURPOSE 1,303
    OPPORTUNITIES FOR INCLUSION
    56 CHESTNUT STREET
    WALTHAM,MA02453
    NOT RELATED PC EXEMPT PURPOSE 5,000
    PABLO BARRIOS
    50 OAKLAND STREET
    WELLESLEY HILLS,MA02481
    NOT RELATED I SCHOLARSHIP 2,500
    PFLAG GREATER BOSTON
    PO BOX 541619
    WALTHAM,MA02454
    NOT RELATED PC EXEMPT PURPOSE 400
    PHILLIPS BROOKS HOUSE HARVARD SQUARE BUSINESS ASSOCIATION
    18 BRATTLE STREET
    CAMBRIDGE,MA02138
    NOT RELATED PC EXEMPT PURPOSE 1,000
    PORTER SQUARE BOOKS FOUNDATION
    25 WHITE STREET
    CAMBRIDGE,MA02140
    NOT RELATED PC EXEMPT PURPOSE 150
    POWERS MUSIC SCHOOL
    P O BOX 398
    BELMONT,MA02478
    NOT RELATED PC EXEMPT PURPOSE 2,500
    PROVISION MINISTRY
    7 THOMAS NEWTON DRIVE
    WESTBORO,MA01581
    NOT RELATED PC EXEMPT PURPOSE 4,900
    RESPOND INC DIR OF DEVELOPMENT & COMMUNICATIONS
    PO BOX 555
    SOMERVILLE,MA02143
    NOT RELATED PC EXEMPT PURPOSE 500
    RIVERSIDE COMMUNITY CARE INC
    5 SACRAMENTO STREET
    CAMBRIDGE,MA02138
    NOT RELATED PC EXEMPT PURPOSE 1,293
    SAMEER KHALIFA
    120 TILLSON FARM ROAD
    AMHERST,MA01003
    NOT RELATED I SCHOLARSHIP 2,500
    SARA FEIN
    72 5TH AVE
    NEW YORK,NY10011
    NOT RELATED I SCHOLARSHIP 2,500
    SAVE OUR HOMES
    PO BOX 440436
    SOMERVILLE,MA02144
    NOT RELATED PC EXEMPT PURPOSE 600
    SCIENCE CLUB FOR GIRLS
    PO BOX 390544
    CAMBRIDGE,MA02139
    NOT RELATED PC EXEMPT PURPOSE 2,500
    SECOND CHANCES
    PO BOX 441328
    SOMERVILLE,MA02144
    NOT RELATED PC EXEMPT PURPOSE 3,000
    SELF ESTEEM BOSTON
    PO BOX 301155
    JAMAICA PLAIN,MA02130
    NOT RELATED PC EXEMPT PURPOSE 1,000
    SOLUTIONS AT WORK
    P O BOX 391349
    CAMBRIDGE,MA02139
    NOT RELATED PC EXEMPT PURPOSE 1,000
    SOMERVILLE COMMUNITY CORPORATION
    337 SOMERVILLE AVENUE 2ND FLOOR
    SOMERVILLE,MA02143
    NOT RELATED PC EXEMPT PURPOSE 50,000
    SOMERVILLE HOMELESS COALITION INC
    PO BOX 440436
    SOMERVILLE,MA02144
    NOT RELATED PC EXEMPT PURPOSE 10,500
    SOUTH END BASEBALL
    PO BOX 181120
    BOSTON,MA02118
    NOT RELATED PC EXEMPT PURPOSE 1,500
    SOUTH SHORE HEALTH FOUNDATION
    55 FOGG ROAD
    WEYMOUTH,MA02190
    NOT RELATED PC EXEMPT PURPOSE 1,300
    SOUTH SHORE YMCA
    91 LONGWATER CIRCLESUITE 100
    NORWELL,MA02061
    NOT RELATED PC EXEMPT PURPOSE 7,500
    SPIRIT OF ADVENTURE COUNCIL
    411 UNQUITY ROAD
    MILTON,MA02186
    NOT RELATED PC EXEMPT PURPOSE 5,000
    SPRINGWELL INC
    307 WAVERLEY OAKS RD SUITE 205
    WALTHAM,MA02452
    NOT RELATED PC EXEMPT PURPOSE 2,000
    ST ANTHONY SHRINE
    100 ARCH STREE
    BOSTON,MA02110
    NOT RELATED PC EXEMPT PURPOSE 2,000
    SUNSHINE NURSERY SCHOOL
    19 PRENTISS ROAD 2
    ARLINGTON,MA02476
    NOT RELATED PC EXEMPT PURPOSE 100
    SUPPORTIVE LIVING INC
    400 W CUMMINGS PARK SUITE 6100
    WOBURN,MA01801
    NOT RELATED PC EXEMPT PURPOSE 2,500
    SUZUKI SCHOOL OF NEWTON INC
    P O BOX 66022
    AUBURNDALE,MA02466
    NOT RELATED PC EXEMPT PURPOSE 300
    TAMARA CAMPILLO LAZCURAIN
    1 OLD FERRY ROAD
    BRISTOL,RI02809
    NOT RELATED I SCHOLARSHIP 2,500
    TEAM IMPACT
    3 BATTERYMARCH PARK 5TH FLOOR
    QUINCY,MA02169
    NOT RELATED PC EXEMPT PURPOSE 2,500
    THE CARROLL CENTER FOR THE BLIND
    770 CENTRE STREET
    NEWTON,MA02458
    NOT RELATED PC EXEMPT PURPOSE 1,000
    THE CHARLES RIVER CENTER
    59 EAST MILITIA HEIGHTS ROAD
    NEEDHAM,MA02492
    NOT RELATED PC EXEMPT PURPOSE 300
    THE CONCORD CONSERVATORY OF MUSIC
    PO BOX 1258
    CONCORD,MA01742
    NOT RELATED PC EXEMPT PURPOSE 1,350
    THE LEXINGTON HISTORICAL SOCIETY
    PO BOX 514
    LEXINGTON,MA02420
    NOT RELATED PC EXEMPT PURPOSE 1,500
    THE MIDAS COLLABORATIVE
    20 LINDEN STREET SUITE 288
    ALLSTON,MA02134
    NOT RELATED PC EXEMPT PURPOSE 5,000
    THE NEIGHBORHOOD DEVELOPERS
    4 GERRISH AVE
    CHELSEA,MA02150
    NOT RELATED PC EXEMPT PURPOSE 10,000
    THE POSSIBLE PROJECT INC
    955 MASS AVE 3RD FLOOR
    CAMBRIDGE,MA02139
    NOT RELATED PC EXEMPT PURPOSE 2,500
    THE SALVATION ARMY
    PO BOX 390647
    CAMBRIDGE,MA021390008
    NOT RELATED PC EXEMPT PURPOSE 13,500
    THE SECOND STEP INC
    P O BOX 600213
    NEWTONVILLE,MA02460
    NOT RELATED PC EXEMPT PURPOSE 325
    THE WEST SUBURBAN YMCA
    276 CHURCH ST
    NEWTON,MA02458
    NOT RELATED PC EXEMPT PURPOSE 120
    THE3POINTFOUNDATION
    1270 SOLDIERS FIELD ROAD
    BRIGHTON,MA02135
    NOT RELATED PC EXEMPT PURPOSE 5,000
    TIM BAILEY
    101 ACAMDEMY DRIVE
    BUZZARDS BAY,MA02532
    NOT RELATED I SCHOLARSHIP 2,500
    TODD CATALDO
    PO BOX 7
    LEXINGTON,MA02420
    NOT RELATED PC EXEMPT PURPOSE 2,156
    TOOTS FORE TUFTS
    521 BELKNAP RD
    FRAMINGHAM,MA01701
    NOT RELATED PC EXEMPT PURPOSE 250
    UNITED WAY OF MASS BAY & MERRIMACK VALLEY
    PO BOX 51381
    BOSTON,MA022051381
    NOT RELATED PC EXEMPT PURPOSE 2,182
    URBAN EDGE HOUSING CORPORATION
    1542 COLUMBUS AVENUE
    ROXBURY,MA02119
    NOT RELATED PC EXEMPT PURPOSE 10,000
    VIVIAN LI
    86 BRATTLE STREET
    CAMBRIDGE,MA02138
    NOT RELATED I SCHOLARSHIP 2,500
    VNA HOSPICE & PALLATIVE CARE
    100 TRADE CENTER G-500
    WOBURN,MA01801
    NOT RELATED PC EXEMPT PURPOSE 1,000
    WALKER GEORGE AND IRENE WALKER HOME FOR CHILDREN INC
    1968 CENTRAL AVENUE
    NEEDHAM,MA02492
    NOT RELATED PC EXEMPT PURPOSE 3,000
    WALNUT STREET CENTER
    291 MYSTIC AVE
    MEDFORD,MA02155
    NOT RELATED PC EXEMPT PURPOSE 2,500
    WALTHAM BOYS AND GIRLS CLUB
    20 EXCHANGE STREET
    WALTHAM,MA02451
    NOT RELATED PC EXEMPT PURPOSE 3,500
    WALTHAM PARTNERSHIP FOR YOUTH
    20 EXCHANGE STREET
    WALTHAM,MA02451
    NOT RELATED PC EXEMPT PURPOSE 5,000
    WALTHAM YMCA
    510 MOODY STREET
    WALTHAM,MA02453
    NOT RELATED PC EXEMPT PURPOSE 500
    WANG YMCA OF CHINATOWN
    725 LEXINGTON STREET
    WALTHAM,MA02452
    NOT RELATED PC EXEMPT PURPOSE 1,000
    WATCH CDC
    24 CRESCENT STREET SUITE 201
    WALTHAM,MA02453
    NOT RELATED PC EXEMPT PURPOSE 15,000
    WATERTOWN BOYS & GIRLS CLUB
    25 WHITES AVENUE
    WATERTOWN,MA02472
    NOT RELATED PC EXEMPT PURPOSE 5,900
    WEST END HOUSE INC
    105 ALLSTON STREET
    ALLSTON,MA02134
    NOT RELATED PC EXEMPT PURPOSE 2,000
    WILLIAM AMARAL
    17 HIGH STREET
    PLYMOUTH,NH03264
    NOT RELATED I SCHOLARSHIP 2,500
    WOMEN'S EDUCATIONAL CENTER INC
    46 PLEASANT STREET
    CAMBRIDGE,MA021393838
    NOT RELATED PC EXEMPT PURPOSE 3,000
    XAVERIAN BROTHERS HIGH SCHOOL
    800 CLAPBOARDTREE STREET
    WESTWOOD,MA02090
    NOT RELATED PC EXEMPT PURPOSE 1,000
    YOUTH GUIDANCE
    50 MILK STREET 16TH FLOOR
    BOSTON,MA02109
    NOT RELATED PC EXEMPT PURPOSE 5,000
    YWCA CAMBRIDGE
    7 TEMPLE STREET
    CAMBRIDGE,MA02139
    NOT RELATED PC EXEMPT PURPOSE 500
    Total .................................bullet 3a 992,147
    bApproved for future payment
    Total .................................bullet 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.)
    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 34,628  
    4 Dividends and interest from securities....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 -53,729  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aCITC STATE TAX CREDIT
            96,250
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 -19,101 96,250
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    77,149
    (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.)
    11A CITC STATE TAX CREDIT
    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? ...........
    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 (2019)
    Additional Data


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    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description