-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
10-01-2019
, and ending
09-30-2020
Name of foundation
HOWARD BENEVOLENT SOCIETY
Number and street (or P.O. box number if mail is not delivered to street address)
89 SOUTH STREET NO LL02
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON
,
MA
02111
A Employer identification number
04-2129132
B
Telephone number (see instructions)
(617) 742-2952
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
4,961,674
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
115,128
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
94,447
94,447
94,447
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
310,757
b
Gross sales price for all assets on line 6a
8,333,248
7
Capital gain net income (from Part IV, line 2)
...
310,757
8
Net short-term capital gain
.........
310,757
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
12
Total.
Add lines 1 through 11
........
520,332
405,204
405,204
13
Compensation of officers, directors, trustees, etc.
77,681
7,768
7,768
69,913
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
12,800
8,960
8,960
3,840
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
5,524
503
503
4,921
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
11,557
1,156
1,156
10,401
21
Travel, conferences, and meetings
.......
874
87
87
787
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
63,667
41,192
41,192
22,475
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
172,103
59,666
59,666
112,337
25
Contributions, gifts, grants paid
.......
181,862
181,862
26
Total expenses and disbursements.
Add lines 24 and 25
353,965
59,666
59,666
294,199
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
166,367
b
Net investment income
(if negative, enter -0-)
345,538
c
Adjusted net income
(if negative, enter -0-)
...
345,538
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
61,292
108,022
108,022
2
Savings and temporary cash investments
.........
425,854
425,843
425,843
3
Accounts receivable
3,716
Less: allowance for doubtful accounts
3,716
3,716
3,716
4
Pledges receivable
74,847
Less: allowance for doubtful accounts
74,847
74,847
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
2,469,162
2,487,713
3,240,497
c
Investments—corporate bonds (attach schedule)
.......
326,862
150,329
163,655
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
661,369
864,152
945,094
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
3,948,255
4,114,622
4,961,674
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
3,948,255
4,114,622
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
3,948,255
4,114,622
30
Total liabilities and net assets/fund balances
(see instructions)
.
3,948,255
4,114,622
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
3,948,255
2
Enter amount from Part I, line 27a
.....................
2
166,367
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
4,114,622
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
4,114,622
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
ABBOTT LABORATORIES
P
b
ABBOTT LABORATORIES
P
c
ABBVIE INC COM
P
d
ABBVIE INC COM
P
e
ACCENTURE PLC IRELAND CLA
P
ACTAVIS FUNDING SCS
P
ACTIVISION BLIZZARD INC
P
ADOBE INC
P
ALPHABET INC CL A
P
ALPHABET INC CL A
P
AMAZON COM INC
P
AMAZON COM INC
P
AMAZON COM INC
P
AMAZON COM INC
P
AMEREN CORP (HLDG CO)
P
AMERICAN ELECTRIC POWER CO
P
AMERICAN EXPRESS CO
P
AMGEN INC
P
AMGEN INC
P
APPLE INC
P
APPLE INC
P
APPLE INC
P
APPLE INC
P
APPLE INC
P
AQUA AMER INC
P
ATLASSIAN CORP PLC CL A
P
ATLASSIAN CORP PLC CL A
P
ATLASSIAN CORP PLC CL A
P
AVALONBAY COMM INC
P
BAE SYS PLC SPON ADR
P
BANK OF AMERICA CORP
P
BARRICK GOLD CORP
P
BARRICK GOLD CORP
P
BARRICK GOLD CORP
P
BARRICK GOLD CORP
P
BCE INC
P
BIOMARIN PHARMAC SE
P
BLACKROCK LIQ TREASURY TR INST
P
BLACKROCK LIQ TREASURY TR INST
P
BLACKROCK LIQ TREASURY TR INST
P
BLACKROCK LIQ TREASURY TR INST
P
BLACKROCK LIQ TREASURY TR INST
P
BLACKSTONE GROUP INC CL A
P
BLACKSTONE GROUP INC CL A
P
BRISTOL MYERS SQUIBB CO
P
BROADCOM INC
P
CHEGG INC
P
CHENIERE ENERGY INC
P
CIENA CORP NEW
P
CIENA CORP NEW
P
CITRIX SYSTEMS INC
P
CLOUDERA INC
P
COCA COLA CO
P
COMCAST CORP (NEW) CLASS A
P
COMCAST CORP (NEW) CLASS A
P
COSTCO WHOLESALE CORP NEW
P
COSTCO WHOLESALE CORP NEW
P
CROWN CASTLE INTL CORP
P
CROWN CASTLE INTL CORP
P
CROWN CASTLE INTL CORP
P
CROWN CASTLE INTL CORP
P
CROWN CASTLE INTL CORP
P
CVS HEALTH CORP COM
P
CVS HEALTH CORP COM
P
DOMINION ENERGY INC
P
DOMINION ENERGY INC
P
DOMINOS PIZZA INC
P
DUKE ENERGY CORPORATION
P
ELI LILLY & CO
P
ELI LILLY & CO
P
EOG RESOURCES INC
P
ESTEE LAUDER CO INC CL A
P
FORTINET INC
P
GILEAD SCIENCE
P
HOME DEPOT INC
P
HOME DEPOT INC
P
HONEYWELL INTERNATIONAL INC
P
ICICI BANK LTD
P
INSEEGO CORP
P
INTEL CORP
P
INVITATION HOMES INC
P
ISHARES IBOXX INVEST GR COR BD
P
ISHARES IBOXX INVEST GR COR BD
P
ISHARES MBS ETF
P
ISHARES US AEROSPACE & DEF ETF
P
ISHARES US MEDICAL DEV ETF
P
ISHARES US MEDICAL DEV ETF
P
JPMORGAN CHASE & CO
P
JPMORGAN CHASE & CO
P
JPMORGAN CHASE & CO
P
KELLOGG CO
P
KEURIG DR PEPPER INC
P
L3HARRIS TECHNOLOGIES INC
P
LABORATORY CP AMER HLDGS NEW
P
LOCKHEED MARTIN CORP
P
LULULEMON ATHLETICA INC
P
MARVELL TECH GROUP LTD
P
MASTERCARD INC CL A
P
MASTERCARD INC CLA
P
MC DONALDS CORP
P
MCDONALDS CORP
P
MERCADOLIBRE INC
P
MERCK & CO INC NEW COM
P
MERCK & CO INC NEW COM
P
MICROSOFT CORP
P
MICROSOFT CORP
P
MICROSOFT CORP
P
MONDELEZ INTL INC COM
P
MSIF ULTRA-SHORT INCOME IR
P
MSIF ULTRA-SHORT INCOME IR
P
MSIF ULTRA-SHORT INCOME IR
P
MSIF ULTRA-SHORT INCOME IR
P
NETFLIX INC
P
NEXTERA ENERGY INC
P
NEXTERA ENERGY INC
P
NEXTERA ENERGY PARTNERS LP
P
NORTONLIFELOCK INC
P
OKTA, INC CL A
P
PEPSICO INC NC
P
PFIZER INC
P
PINTER EST INC CL A
P
PROCTER & GAMBLE
P
PROCTER & GAMBLE
P
PROCTER & GAMBLE
P
PROCTER & GAMBLE
P
PROLOGIS INC COM
P
PRUDENTIAL FINANCIAL INC FXD TO
P
PRUDENTIAL FINANCIAL INC FXD TO
P
PUBLIC SERVICE ENTERPRISE GP
P
RAYTHEON TECHNOLOGIES CORP
P
SALESFORCE.COM,INC.
P
SANOFI ADR
P
SLACK TECHNOLOGIES INC CL A
P
SMARTSHEET INC
P
SMARTSHEET INC
P
SPDR DJIA TRUST
P
SPDR DJIA TRUST
P
SPDR DJIA TRUST
P
SPDR S&P BIOTECH
P
SPDR SER TRUST BBG BCL 1 3 ETF
P
SPDR SER TRUST BBG BCL 1 3 ETF
P
SPDR SER TRUST BBG BCL 1 3 ETF
P
TAKEDA PHARMACEUTCL CO LTD ADR
P
TELADOC HEALTH !NC
P
THE FINANCIAL SEL SECT SPDR FD
P
THERMO FISHER SCIENTIFIC
P
TJX COS INC NEW
P
T-MOBILE US INC COM
P
VANECK VECTORS GOLD MINERS E
P
VANECK VECTORS GOLD MINERS E
P
VANECK VECTORS GOLD MINERS E
P
VANECK VECTORS GOLD MINERS E
P
VANECK VECTORS GOLD MINERS E
P
VANGUARD LONG-TERM GOVERNMENT
P
VANGUARD LONG-TERM GOVERNMENT
P
VANGUARD REAL ESTATE ETF
P
VEEVA SYS INC CL A
P
VEEVA SYS INC CL A
P
VEEVA SYS INC CL A
P
VISA INC CLA
P
VISA INC CLA
P
WALMART INC
P
WALMART INC
P
WALMART INC
P
WALMART INC
P
WALT DISNEY CO HLDG CO
P
WALT DISNEY CO HLDG CO
P
WASTE MGMT INC (DELA)
P
WASTE MGMT INC (DELA)
P
WELLTOWER INC
P
WELLTOWER INC
P
XP INC CLA
P
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
55,716
51,600
4,116
b
64,416
58,988
5,428
c
56,774
68,570
-11,796
d
9,712
8,324
1,388
e
53,257
50,117
3,140
75,628
75,021
607
55,249
50,973
4,276
69,906
59,363
10,543
6,604
2,290
4,314
12,382
4,580
7,802
9,397
3,891
5,506
9,282
3,891
5,391
12,118
3,891
8,227
11,752
3,977
7,775
48,731
64,585
-15,854
16,930
9,660
7,270
71,510
71,099
411
59,936
54,975
4,961
58,182
54,827
3,355
7,258
2,014
5,244
1,570
403
1,167
5,790
1,611
4,179
3,044
1,100
1,944
9,266
2,201
7,065
2,606
1,180
1,426
76,083
68,803
7,280
54,959
50,970
3,989
48,999
45,936
3,063
38,051
52,289
-14,238
51,933
49,947
1,986
94,358
84,688
9,670
4,899
3,833
1,066
2,550
1,917
633
29,790
19,165
10,625
27,449
19,165
8,284
80,230
67,719
12,511
48,101
48,094
7
25,000
25,000
0
150,000
150,000
0
50,000
50,000
0
100,000
100,000
0
75,000
75,000
0
57,128
55,781
1,347
57,746
49,865
7,881
76,798
72,663
4,135
58,839
61,270
-2,431
51,296
61,892
-10,596
77,163
78,152
-989
65,205
67,887
-2,682
64,494
59,966
4,528
55,480
54,172
1,308
66,904
59,512
7,392
57,740
53,840
3,900
60,753
63,954
-3,201
61,480
53,508
7,972
43,131
37,771
5,360
43,169
37,321
5,848
14,960
13,127
1,833
8,017
6,698
1,319
66,599
59,078
7,521
53,171
49,188
3,983
65,599
60,636
4,963
64,599
69,958
-5,359
59,391
57,810
1,581
64,036
61,866
2,170
35,816
52,743
-16,927
53,561
52,103
1,458
81,464
86,393
-4,929
55,908
51,337
4,571
46,098
42,489
3,609
52,420
50,244
2,176
54,879
57,531
-2,652
58,917
62,621
-3,704
48,999
53,396
-4,397
24,649
11,703
12,946
48,634
24,077
24,557
63,565
57,104
6,461
60,379
56,272
4,107
57,974
63,855
-5,881
54,313
53,620
693
56,753
58,797
-2,044
41,028
34,354
6,674
47,999
45,752
2,247
124,789
124,024
765
60,337
60,759
-422
42,098
31,800
10,298
22,647
15,900
6,747
13,797
10,939
2,858
10,015
8,429
1,586
79,138
71,794
7,344
66,539
64,793
1,746
49,081
53,845
-4,764
59,714
61,737
-2,023
54,994
51,570
3,424
68,830
65,745
3,085
53,982
53,194
788
55,161
52,175
2,986
66,419
74,262
-7,843
1,570
1,375
195
50,141
52,886
-2,745
87,503
83,790
3,713
55,891
52,360
3,531
9,126
8,361
765
73,852
75,237
-1,385
15,892
4,144
11,748
8,865
2,072
6,793
1,773
414
1,359
65,470
69,180
-3,710
49,328
49,279
49
100,000
100,401
-401
69,131
69,408
-277
60,000
60,120
-120
64,402
63,062
1,340
37,677
13,039
24,638
13,126
4,213
8,913
71,945
71,584
361
38,657
41,739
-3,082
55,979
50,120
5,859
94,951
85,120
9,831
56,257
60,555
-4,298
68,653
66,636
2,017
12,430
11,256
1,174
6,260
5,628
632
46,695
50,651
-3,956
63,115
57,929
5,186
48,197
45,432
2,765
38,978
50,634
-11,656
40,590
50,825
-10,235
51,359
58,504
-7,145
76,798
73,939
2,859
58,519
56,978
1,541
51,242
50,460
782
44,489
46,010
-1,521
57,174
54,174
3,000
63,711
57,223
6,488
13,636
9,146
4,490
23,935
18,204
5,731
23,289
18,204
5,085
44,567
50,957
-6,390
50,351
50,394
-43
50,351
50,397
-46
151,054
151,232
-178
48,824
50,064
-1,240
54,645
53,056
1,589
54,443
61,604
-7,161
67,787
64,209
3,578
53,033
57,078
-4,045
68,566
63,393
5,173
19,240
10,705
8,535
3,196
2,141
1,055
9,000
6,423
2,577
6,755
4,282
2,473
3,254
2,141
1,113
14,964
12,094
2,870
77,647
66,924
10,723
49,131
70,427
-21,296
54,949
54,600
349
77,761
71,913
5,848
55,694
57,630
-1,936
5,127
3,420
1,707
19,146
13,678
5,468
58,451
57,695
756
58,678
58,254
424
13,534
12,273
1,261
67,324
61,648
5,676
7,162
5,639
1,523
71,964
67,428
4,536
74,963
74,380
583
67,105
67,042
63
78,596
85,277
-6,681
55,789
61,320
-5,531
60,578
59,552
1,026
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
4,116
b
5,428
c
-11,796
d
1,388
e
3,140
607
4,276
10,543
4,314
7,802
5,506
5,391
8,227
7,775
-15,854
7,270
411
4,961
3,355
5,244
1,167
4,179
1,944
7,065
1,426
7,280
3,989
3,063
-14,238
1,986
9,670
1,066
633
10,625
8,284
12,511
7
0
0
0
0
0
1,347
7,881
4,135
-2,431
-10,596
-989
-2,682
4,528
1,308
7,392
3,900
-3,201
7,972
5,360
5,848
1,833
1,319
7,521
3,983
4,963
-5,359
1,581
2,170
-16,927
1,458
-4,929
4,571
3,609
2,176
-2,652
-3,704
-4,397
12,946
24,557
6,461
4,107
-5,881
693
-2,044
6,674
2,247
765
-422
10,298
6,747
2,858
1,586
7,344
1,746
-4,764
-2,023
3,424
3,085
788
2,986
-7,843
195
-2,745
3,713
3,531
765
-1,385
11,748
6,793
1,359
-3,710
49
-401
-277
-120
1,340
24,638
8,913
361
-3,082
5,859
9,831
-4,298
2,017
1,174
632
-3,956
5,186
2,765
-11,656
-10,235
-7,145
2,859
1,541
782
-1,521
3,000
6,488
4,490
5,731
5,085
-6,390
-43
-46
-178
-1,240
1,589
-7,161
3,578
-4,045
5,173
8,535
1,055
2,577
2,473
1,113
2,870
10,723
-21,296
349
5,848
-1,936
1,707
5,468
756
424
1,261
5,676
1,523
4,536
583
63
-6,681
-5,531
1,026
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
310,757
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
310,757
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018
2017
249,445
4,732,277
0.052711
2016
500,776
4,576,133
0.109432
2015
774,192
4,509,286
0.171688
2014
357,967
5,590,252
0.064034
2
Total
of line 1, column (d)
.....................
2
0.397865
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
0.099466
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
4,669,929
5
Multiply line 4 by line 3
......................
5
464,499
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
3,455
7
Add lines 5 and 6
........................
7
467,954
8
Enter qualifying distributions from Part XII, line 4
,.............
8
294,199
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
6,911
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
0
3
Add lines 1 and 2
...........................
3
6,911
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
6,911
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
3,716
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
3,716
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
52
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
3,247
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
Refunded
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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
No
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
MA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
Yes
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
WWW.HOWARDBENEVOLENTSOCIETYBOSTON.ORG
14
The books are in care of
JOANNA KARBEL
Telephone no.
(617) 742-2952
Located at
89 SOUTH STREET STE LL02
BOSTON
MA
ZIP+4
02111
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
ELLEN HARRINGTON
CLERK
1.00
0
0
0
992 MEMORIAL DRIVE
CAMBRIDGE
,
MA
02138
TIMOTHY GEORGE
TREASURER
0.00
0
0
0
14 DOVER ROAD
DOVER
,
MA
02030
ROSEMARY K JONES
DIRECTOR
0.00
0
0
0
36 MORAINE STREET
JAMAICA PLAIN
,
MA
02130
BARBARA TARGUM
PRESIDENT
0.00
0
0
0
89 WACHUSETT AVE
ARLINGTON
,
MA
02476
CINDY RUBIN
DIRECTOR
0.00
0
0
0
35 TOBEY ROAD
BELMONT
,
MA
02478
BETH MILKOVITZ
DIRECTOR
0.00
0
0
0
16 UPLAND ROAD UNIT 5
CAMBRIDGE
,
MA
02140
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
JOANNA KARBEL
EXUCTIVE DIRECTOR
40.00
0
0
0
6 ASHLEY ST 4
JAMAICA PLAIN
,
MA
02130
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
TO PROVIDE CHARITIBLE ASSISTANCE TO THE SICK, ELDERLY AND DESTITUTE PERSON AS DETERMINED BY THE ORGANIZATION. NON FINANCIAL AID IS OFFERED BY THE SOCIAL WORKER AS WELL.
181,862
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
4,291,921
b
Average of monthly cash balances
.......................
1b
449,124
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
4,741,045
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
4,741,045
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
71,116
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
4,669,929
6
Minimum investment return.
Enter 5% of line 5
..................
6
233,496
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
4
Recoveries of amounts treated as qualifying distributions
................
4
5
Add lines 3 and 4
............................
5
6
Deduction from distributable amount (see instructions)
.................
6
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
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
294,199
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
294,199
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
294,199
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
0
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
......
78,454
b
From 2015
......
162,478
c
From 2016
......
d
From 2017
......
16,544
e
From 2018
......
f
Total
of lines 3a through e
........
257,476
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
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
.....
0
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
257,476
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)
...
78,454
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
179,022
10
Analysis of line 9:
a
Excess from 2015
....
162,478
b
Excess from 2016
....
c
Excess from 2017
....
16,544
d
Excess from 2018
....
e
Excess from 2019
....
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
.......
2018-10-01
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
233,496
227,186
38,651
163,192
662,525
b
85% of line 2a
.........
198,472
193,108
32,853
138,713
563,146
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
294,199
278,876
249,445
502,408
1,324,928
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
0
0
0
0
0
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
294,199
278,876
249,445
502,408
1,324,928
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
0
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
0
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
155,664
151,457
157,743
152,538
617,402
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)
....
0
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
0
(3)
Largest amount of support
from an exempt organization
0
(4)
Gross investment income
0
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
JOANNA KARBEL
89 SOUTH STREET STE LL02
BOSTON
,
MA
02111
(617) 742-2952
b
The form in which applications should be submitted and information and materials they should include:
TELEPHONE OR LETTER
c
Any submission deadlines:
NONE
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
LIMITED TO A FEW HUNDRED DOLLARS PER INDIVIDUAL, OFTEN VIA FUEL OIL
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
MULTIPLE SICK ELDERLY AND DESTITUTE PERSONS
89 SOUTH STREET LL02
BOSTON
,
MA
02111
NONE
NC
LIVING EXPENSES, MOSTLY IN THE FORM OF FUEL OIL AND HOUSING
181,862
Total
.................................
3a
181,862
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
4
Dividends and interest from securities
....
14
94,447
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
310,757
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
94,447
310,757
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
405,204
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
1
GRANTS FOR FUEL, HOUSING, MOSTLY RELATED TO CLIENTS OF BOSTON SOCIAL
1
AGENCIES
Form
990-PF
(2019)
Form 990-PF (2019)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description