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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
MASSACHUSETTS CHARITABLE MECHANIC
ASSOCIATION
Number and street (or P.O. box number if mail is not delivered to street address)353 SOUTHERN ARTERY
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
QUINCY, MA021692210
A Employer identification number

04-2023566
B Telephone number (see instructions)

(617) 479-1795
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$5,574,548J 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) 17,460
2 Check bullet.............
3 Interest on savings and temporary cash investments 1 1  
4 Dividends and interest from securities... 47,388 47,388  
5a Gross rents............ 26,400    
b Net rental income or (loss) 8,305
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 127,652
b Gross sales price for all assets on line 6a 1,969,208
7 Capital gain net income (from Part IV, line 2)... 129,205
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 396    
12 Total. Add lines 1 through 11........ 219,297 176,594  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 20,400 1,020   4,080
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 42,060 21,030    
c Other professional fees (attach schedule).... Click to see attachment 30,410 30,410    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,692 1,692    
19 Depreciation (attach schedule) and depletion... Click to see attachment 7,480    
20 Occupancy.............. 9,128     1,544
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 5,832 875   3,499
23 Other expenses (attach schedule)....... Click to see attachment 18,057 1,538   7,333
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 135,059 56,565   16,456
25 Contributions, gifts, grants paid....... 147,732 147,732
26 Total expenses and disbursements. Add lines 24 and 25 282,791 56,565   164,188
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -63,494
b Net investment income (if negative, enter -0-) 120,029
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 52,476 22,279 22,279
2 Savings and temporary cash investments......... 58,187 61,432 61,432
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.......... 1,700 1,700 1,700
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,569,557 Click to see attachment2,749,387 3,940,780
c Investments—corporate bonds (attach schedule)....... 1,018,980 Click to see attachment800,930 919,833
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet628,524
Less: accumulated depreciation (attach schedule) bullet417,743 225,098 Click to see attachment210,781 628,524
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,925,998 3,846,509 5,574,548
Liabilities 17 Accounts payable and accrued expenses.......... 10,225 1,692
18 Grants payable.................    
19 Deferred revenue................. 2,200  
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment2,200 Click to see attachment3,774
23 Total liabilities (add lines 17 through 22)......... 14,625 5,466
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........... 3,440,582 3,344,697
25 Net assets with donor restrictions............ 470,791 496,346
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........    
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)..... 3,911,373 3,841,043
30 Total liabilities and net assets/fund balances (see instructions). 3,925,998 3,846,509
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
3,911,373
2
Enter amount from Part I, line 27a .....................
2
-63,494
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
3,847,879
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
6,836
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,841,043
Form 990-PF (2020)
Form 990-PF (2020)
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 3,935.711SHS ABERDEEN EMERGING MKTS P   2020-05-14
b 54.727SHS S&P 500 COMMON TRUST P   2020-11-16
c 1,186.06SHS STATE STR INSTL FDS P   2020-06-11
d 1,924.81SHS STATE STR INSTL US GOVT P   2020-11-16
e 23.88SHS PASSIVE BOND MKT P   2020-06-11
8.018SHS STATE STR INSTL FDS P   2020-11-16
358.92SHS ABERDEEN EMERGING MKTS P   2020-05-15
67SHS SPDR DOW JONES REIT ETF P   2020-04-13
6,950.3SHS STATE ST INSTL US GOVT MK P   2020-04-14
2,177.096SHS ABERDEEN EMERGING MKTS P   2020-07-14
652SHS SPDR DOW JONES REIT ETF P   2020-01-13
577.274SHS STATE STR INSTL FDS P   2020-11-13
24,661.15SHS STATE STR INSTL US GOVT P   2020-11-18
43.94SHS PASSIVE BOND MKT P   2020-09-14
810.06SHS STATE STR INSTL US GOVT MK P   2020-04-14
269.238SHS ABERDEEN EMERGING MKTS P   2020-07-14
39SHS SPDR DOW JONES REIT ETF P   2020-05-15
9,0843.81SHS STATE ST INSTL US GOVT P   2020-04-15
1,377.407SHS ABERDEEN EMERGING MKTS P   2020-11-13
604SHS SPDR DOW JONES REIT ETF P   2020-04-13
6,185 STATE ST INSTL US GOVT MKT P   2020-03-23
32,534.37SHS STATE STR INSTL US GOVT P   2020-12-14
0.966SHS S&P 500 COMMON TRUST P   2020-04-14
1,237.8SHS STATE STR INSTL US GOVT M P   2020-04-15
163.388SHS ABERDEEN EMERGING MKTS P   2020-11-13
18SHS SPDR DOW JONES REIT ETF P   2020-06-10
5,791.06SHS STATE ST INSTL US GOVT P   2020-04-16
1,585.189SHS BLACKROCK FDS V HI YLD P   2020-05-15
353SHS SPDR DOW JONES REIT ETF P   2020-05-14
58,748.4SHS STATE ST INSTL US GOVT M P   2020-04-14
6,381.48SHS STATE STR INSTL US GOVT P   2020-12-15
1.068SH S&P 500 COMMON TRUST P   2020-06-11
675.03SHS STATE STR INSTL US GOVT MK P   2020-04-16
592.424SHS BLACKROCK FDS P   2020-10-14
116SHS SPDR DOW JONES REIT ETF P   2020-08-11
6,053.98SHS STATE ST INSTL US GOVT P   2020-05-20
5,040.594SHS BLACKROCK FDS V HI YLD P   2020-10-14
193SHS SPDR DOW JONES REIT ETF P   2020-06-10
71,784.67SHS STATE ST INSTL US GOVT P   2020-04-15
8,755.14SHS STATE STR INSTL US GOVT P   2020-12-21
9SHS SPDR DOW JONES REIT ETF P   2020-01-13
590.63SHS STATE STR INSTL US GOVT MK P   2020-05-20
1,202.717SHS BLACKROCK FDS P   2020-11-16
55SHS SPDR DOW JONES REIT ETF P   2020-06-10
1,546.4SHS STATE ST INSTL US GOVT P   2020-06-12
10,435.925SHS BLACKROCK FDS V HI YLD P   2020-11-16
1,005SHS SPDR DOW JONES REIT ETF P   2020-08-11
51,924.17SHS STATE ST INSTL US GOVT P   2020-04-16
1,725.131SHS TREASURY INFLATION PROT P   2020-04-14
8SHS SPDR DOW JONES REIT ETF P   2020-04-13
340.38SHS STATE STR INSTL US GOVT MK P   2020-06-12
259SHS IPATH BLOOMBERG COMMODITY P   2020-07-14
6SHS S&P MIDCAP 400 P   2020-06-10
1,224.06SHS STATE ST INSTL US GOVT P   2020-07-15
2,277SHS IPATH BLOOMBERG COMMODITY P   2020-07-14
473SHS SPDR S&P INTL SMALL CAP P   2020-05-14
43,609.02SHS STATE ST INSTL US GOVT P   2020-05-19
4,306.417SHS TREASURY INFLATION PROT P   2020-12-14
4SHS SPDR DOW JONES REIT ETF P   2020-05-15
136.39SHS STATE STR INSTL US GOVT MK P   2020-07-15
50SHS IPATH BLOOMBERG COMMODITY P   2020-09-03
4SHS S&P MIDCAP 400 P   2020-09-03
299.14SHS STATE ST INSTL US GOVT P   2020-08-13
394SHS IPATH BLOOMBERG COMMODITY P   2020-09-03
406SHS SPDR S&P INTL SMALL CAP P   2020-11-13
34,824.24SHS STATE ST INSTL US GOVT P   2020-05-20
41.453SHS ABERDEEN EMERGING MKTS P   2020-05-15
2SHS SPDR DOW JONES REIT ETF P   2020-06-10
241.18SHS STATE STR INSTL US GOVT MK P   2020-07-16
987.595SHS PASSIVE BOND MKT P   2020-03-31
4SHS S&P MIDCAP 400 P   2020-11-13
11000SHS STATE ST INSTL US GOVT P   2020-09-10
8,994.063SHS PASSIVE BOND MKT P   2020-03-31
70SHS SPDR S&P MIDCAP 400 ETF P   2020-06-10
9,644.8SHS STATE ST INSTL US GOVT P   2020-06-12
32.268SHS ABERDEEN EMERGING MKTS P   2020-07-14
13SHS SPDR DOW JONES REIT ETF P   2020-08-11
86.95SHS STATE STR INSTL US GOVT MKT P   2020-08-13
169.896SHS PASSIVE BOND MKT P   2020-05-18
175.38SHS SSGA INTL STOCK SELECT P   2020-06-10
3,011.27SHS STATE ST INSTL US GOVT P   2020-09-17
2,583.017SHS PASSIVE BOND MKT P   2020-05-18
33SHS SPDR S&P MIDCAP 400 ETF P   2020-09-03
6,569.2SHS STATE ST INSTL US GOVT P   2020-06-22
12.873SHS ABERDEEN EMERGING MKTS P   2020-11-13
5SHS SPDR S&P INTL SMALL CAP P   2020-05-15
62.02SHS STATE STR INSTL US GOVT MKT P   2020-09-15
199.001SHS PASSIVE BOND MKT P   2020-06-11
159.767SHS SSGA INTL STOCK SELECT P   2020-09-15
996.73SHS STATE ST INSTL US GOVT P   2020-11-16
1,348.232SHS PASSIVE BOND MKT P   2020-06-11
30SHS SPDR S&P MIDCAP 400 ETF P   2020-11-13
11,962.3SHS STATE ST INSTL US GOVT P   2020-07-15
55.851SHS BLACKROCK FDS P   2020-10-14
1SH SPDR S&P MIDCAP 400 ETF P   2020-06-10
283.29SHS STATE STR INSTL US GOVT MK P   2020-11-16
585.806SHS PASSIVE BOND MKT P   2020-09-16
334.868SHS STATE STR INSTL FDS P   2020-05-18
2,957.15SHS STATE ST INSTL US GOVT P   2020-11-18
5,082.104SHS PASSIVE BOND MKT P   2020-09-14
1,499.869SHS SSGA INTL STOCK SELECT P   2020-05-14
2,107.24SHS STATE ST INSTL US GOVT P   2020-08-13
143.563SHS BLACKROCK FDS P   2020-11-16
1SH SPDR S&P MIDCAP 400 ETF P   2020-11-13
498.48SHS STATE ST INSTL US GOVT MKT P   2020-11-18
15.455SHS S&P 500 COMMON TRUST P   2020-04-14
99.868SHS STATE STR INSTL FDS P   2020-06-11
2,605.39SHS STATE ST INSTL US GOVT P   2020-12-14
170.008SHS S&P 500 COMMON TRUST P   2020-04-14
1,522.302SHS SSGA INTL STOCK SELECT P   2020-06-10
79,000SHS STATE ST INSTL US GOVT P   2020-09-10
30SHS IPATH BLOOMBERG COMMODITY P   2020-07-14
21.046SH SSGA INTL STOCK SELECT P   2020-06-10
267.36SHS STATE ST INSTL US GOVT MKT P   2020-12-14
12.816SHS S&P 500 COMMON TRUST P   2020-06-11
101.933SHS STATE STR INSTL FDS P   2020-09-04
231.734SHS TREASURY INFLATION P   2020-04-14
145.253SHS S&P 500 COMMON TRUST P   2020-06-11
1,132.935SHS SSGA INTL STOCK SELECT P   2020-09-11
28,093.41SHS STATE ST INSTL US GOVT P   2020-09-15
114.518SHS PASSIVE BOND MKT P   2020-03-31
39.575SHS STATE STR INSTL FDS P   2020-05-18
27.729SHS TREASURY INFLATION P   2020-04-14
48.057SHS S&P 500 COMMON TRUST P   2020-09-04
67.148SHS STATE STR INSTL FDS P   2020-11-16
495.897SHS TREASURY INFLATION P   2020-12-14
406.396SHS S&P 500 COMMON TRUST P   2020-09-04
2,931.097SHS STATE STR INSTL FDS P   2020-05-15
5,629.99SHS STATE STR INSTL US GOVT P   2020-09-21
19.988SHS PASSIVE BOND MKT P   2020-05-18
11.325SHS STATE STR INSTL FDS P   2020-06-11
64.855SHS TREASURY INFLATION P   2020-12-14
72SHS SPDR DOW JONES REIT ETF P   2020-01-13
362.33SHS STATE ST INSTL US GOVT MKT P   2020-01-15
(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 50,574   56,170 -5,596
b 10,304   4,401 5,903
c 18,052   21,683 -3,631
d 1,925   1,925  
e 435   356 79
145   142 3
4,551   5,112 -561
5,203   6,266 -1,063
6,950   6,950  
33,767   31,071 2,696
66,306   61,201 5,105
10,443   10,283 160
24,661   24,661  
809   655 154
810   810  
4,176   3,834 342
2,651   3,648 -997
9,044   9,044  
25,372   19,658 5,714
46,904   56,695 -9,791
6,185   6,185  
32,534   32,534  
141   63 78
1,238   1,238  
3,010   2,327 683
1,521   1,684 -163
5,791   5,791  
10,874   12,120 -1,246
24,117   33,135 -9,018
58,748   58,748  
6,381   6,381  
165   74 91
675   675  
4,467   4,475 -8
9,518   10,624 -1,106
6,054   6,054  
38,006   38,044 -38
16,312   18,116 -1,804
71,785   71,785  
8,755   8,755  
915   835 80
591   591  
9,165   9,085 80
1,576   1,692 -116
1,546   1,546  
79,522   78,766 756
82,461   92,349 -9,888
51,924   51,924  
28,147   24,228 3,919
621   742 -121
340   340  
4,667   5,848 -1,181
2,039   1,385 654
1,224   1,224  
41,027   51,858 -10,831
11,732   14,356 -2,624
43,609   43,609  
73,877   61,323 12,554
272   371 -99
136   136  
1,004   1,129 -125
1,429   950 479
299   299  
7,913   8,973 -1,060
13,079   12,323 756
34,824   34,824  
526   591 -65
169   185 -16
241   241  
17,504   14,342 3,162
1,536   950 586
11,000   11,000  
159,411   131,835 27,576
23,786   15,573 8,213
9,645   9,645  
500   460 40
1,067   1,185 -118
87   87  
3,051   2,523 528
1,614   1,698 -84
3,011   3,011  
46,391   38,678 7,713
11,788   7,576 4,212
6,569   6,569  
237   184 53
125   151 -26
62   62  
3,621   2,955 666
1,531   1,540 -9
997   997  
24,535   20,188 4,347
11,517   6,888 4,629
11,962   11,962  
421   421  
340   243 97
283   283  
10,770   8,795 1,975
4,313   6,089 -1,776
2,957   2,957  
93,526   76,941 16,585
11,984   14,418 -2,434
2,107   2,107  
1,094   1,083 11
384   253 131
498   498  
2,260   1,026 1,234
1,520   1,816 -296
2,605   2,605  
24,863   11,330 13,533
14,005   14,634 -629
79,000   79,000  
541   676 -135
194   205 -11
267   267  
1,984   911 1,073
1,651   1,830 -179
3,781   3,243 538
22,481   10,124 12,357
10,752   10,851 -99
28,093   28,093  
2,030   1,671 359
510   716 -206
452   388 64
8,524   3,415 5,109
1,215   1,191 24
8,507   7,065 1,442
72,081   28,326 43,755
37,254   53,586 -16,332
5,630   5,630  
359   298 61
172   205 -33
1,113   934 179
7,322   6,734 588
362   362  
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       -5,596
b       5,903
c       -3,631
d        
e       79
      3
      -561
      -1,063
       
      2,696
      5,105
      160
       
      154
       
      342
      -997
       
      5,714
      -9,791
       
       
      78
       
      683
      -163
       
      -1,246
      -9,018
       
       
      91
       
      -8
      -1,106
       
      -38
      -1,804
       
       
      80
       
      80
      -116
       
      756
      -9,888
       
      3,919
      -121
       
      -1,181
      654
       
      -10,831
      -2,624
       
      12,554
      -99
       
      -125
      479
       
      -1,060
      756
       
      -65
      -16
       
      3,162
      586
       
      27,576
      8,213
       
      40
      -118
       
      528
      -84
       
      7,713
      4,212
       
      53
      -26
       
      666
      -9
       
      4,347
      4,629
       
       
      97
       
      1,975
      -1,776
       
      16,585
      -2,434
       
      11
      131
       
      1,234
      -296
       
      13,533
      -629
       
      -135
      -11
       
      1,073
      -179
      538
      12,357
      -99
       
      359
      -206
      64
      5,109
      24
      1,442
      43,755
      -16,332
       
      61
      -33
      179
      588
       
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 2 129,205
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 1,668
c All other domestic foundations enter 1.39% 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  
3 Add lines 1 and 2........................... 3 1,668
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,668
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,300
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,300
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 33
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 10 599
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet599 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 ofbulletTHE ORGANIZATION Telephone no.bullet (617) 479-1795

    Located atbullet353 SOUTHERN ARTERYQUINCYMA ZIP+4bullet021692210
    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 2020, 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
     
     
    ........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 2020?.............
    1c
     
     
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    MARTIN F JOYCE SECRETARY
    4.00     		0 0 0
    218 ATLANTIC AVENUE
    QUINCY,MA02171
    PETER J LEMONIAS PRESIDENT
    2.00     		0 0 0
    353 SOUTHERN ARTERY
    QUINCY,MA02169
    KURT E HANSON TREASURER
    1.00     		0 0 0
    67 BRIDLE PATH
    FRANKLIN,MA02038
    FREDERICK ARROWSMITH TRUSTEE
    000.00     		0 0 0
    3 PINE STREET
    KINGSTON,MA02364
    JOSEPH F BELLOMO TRUSTEE
    000.00     		0 0 0
    8 HOLLIS STREET
    NEWTON,MA02458
    THOMAS CROWDIS III TRUSTEE
    000.00     		0 0 0
    30 KIRK CIRCLE
    PLYMOUTH,MA023602372
    BARRY WILLIAMS TRUSTEE
    000.00     		0 0 0
    353 SOUTHERN ARTERY
    QUINCY,MA02169
    RICHARD RYAN TRUSTEE
    000.00     		0 0 0
    60 WING BOULEVARD WEST
    EAST SANDWICH,MA02537
    RUSSELL JOHNSON TRUSTEE
    000.00     		0 0 0
    50 KENT STREET
    NEWBURYPORT,MA019502355
    JOHN P MORIARTY TRUSTEE
    000.00     		0 0 0
    142 MARRETT ROAD
    LEXINGTON,MA02421
    PAUL LOHNES TRUSTEE
    000.00     		0 0 0
    353 SOUTHERN ARTERY
    QUINCY,MA02169
    STEPHEN STICKNEY TRUSTEE
    000.00     		0 0 0
    8 DONNA ROAD
    ANDOVER,MA01810
    RICHARD H PETERSON TRUSTEE
    000.00     		0 0 0
    353 SOUTHERN ARTERY
    QUINCY,MA02169
    THOMAS F CARROLL TRUSTEE
    000.00     		0 0 0
    353 SOUTHERN ARTERY
    QUINCY,MA02169
    STEVEN W ANDERSON TRUSTEE
    000.00     		0 0 0
    353 SOUTHERN ARTERY
    QUINCY,MA02169
    CHARLES S SULKALA VICE PRESIDE
    2.00     		0 0 0
    353 SOUTHER ARTERY
    QUINCY,MA02169
    HAROLD DODAKIAN TRUSTEE
    000.00     		0 0 0
    353 SOUTHERN ARTERY
    QUINCY,MA02169
    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  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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.............bullet  
    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 DIRECT CONTRIBUTIONS TO NONPROFIT ORGANIZATIONS WHO PROMOTE THE TRADES OR TRAIN TRADESMAN, INCLUDING THOSE WITH PHYSICAL AND DEVELOPMENTAL DISABILITIES FOR EMPLOYMENT. 147,732
    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 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    4,349,573
    b
    Average of monthly cash balances.......................
    1b
    130,078
    c
    Fair market value of all other assets (see instructions)................
    1c
    194,050
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,673,701
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    4,673,701
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    70,106
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,603,595
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    230,180
    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
    230,180
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,668
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,668
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    228,512
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    228,512
    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
    228,512
    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
    164,188
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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
    164,188
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    164,188
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 228,512
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 22,345
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 164,188
    a Applied to 2019, but not more than line 2a 22,345
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 141,843
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020.    
    (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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		86,669
    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) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 e-mail address of the person to whom applications should be addressed:
    KURT E HANSON
    353 SOUTHERN ARTERY
    QUINCY,MA02169
    (617) 479-1795
    bThe form in which applications should be submitted and information and materials they should include:
    IN WRITING, NO FORMAL APPLICATION IS REQUIRED.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    BOSTON ARTS ACADEMY FOUNDATION
    11 CHARLES ST
    DORCHESTER,MA02122     		    TRADE RELATED EQUIPMENT AND SUPPORT 1,500
    BOSTON HIGASHI SCHOOL
    800 N MAIN STREET
    RANDOLPH,MA02368     		    TRADE RELATED EQUIPMENT AND SUPPORT 3,900
    CARDINAL CUSHING CENTERS
    405 WASHINGTON ST
    HANOVER,MA02339     		    TRADE RELATED EQUIPMENT AND SUPPORT 20,000
    CHALLENGE UNLIMITED INC
    450 LOWELL ST
    ANDOVER,MA01810     		    TRADE RELATED EQUIPMENT AND SUPPORT 6,500
    CHILDREN'S CENTER FOR COMMUNICATION
    6 ECHO AVE
    BEVERLY,MA01915     		    TRADE RELATED EQUIPMENT AND SUPPORT 4,985
    CITIZENS INN
    81 MAIN STREET
    PEABODY,MA01960     		    TRADE RELATED EQUIPMENT AND SUPPORT 1,849
    DEARBORN ACADEMY
    575 WASHINGTON STREET
    NEWTON,MA02458     		    TRADE RELATED EQUIPMENT AND SUPPORT 5,964
    DOCTOR FRANKLIN PERKINS SCHOOL
    971 MAIN STREET
    LANCASTER,MA01523     		    TRADE RELATED EQUIPMENT AND SUPPORT 2,143
    DOUBLE EDGE THEATRE
    948 CONWAY RD
    ASHFIELD,MA01330     		    TRADE RELATED EQUIPMENT AND SUPPORT 5,110
    ESSEX SHIPBUILDING MUSEUM
    66 MAIN STREET
    ESSEX,MA01929     		    TRADE RELATED EQUIPMENT AND SUPPORT 5,868
    GLOUCESTER MARINE
    417 MAIN STREET
    GLOUCESTER,MA01930     		    TRADE RELATED EQUIPMENT AND SUPPORT 12,454
    HORACE MANN SCHOOL
    40 ARMINGTON STREET
    ALLSTON,MA02134     		    TRADE RELATED EQUIPMENT AND SUPPORT 2,602
    LOVELANE
    40 BAKER BRIDGE RD
    LINCOLN,MA01773     		    TRADE RELATED EQUIPMENT AND SUPPORT 2,495
    MASS BAY COMMUNITY COLLEGE
    50 OAKLAND STREET
    WELLESLEY HILLS,MA02481     		    TRADE RELATED EQUIPMENT AND SUPPORT 7,700
    MISSION OF DEEDS INC
    6 CHAPIN AVE
    READING,MA01867     		    TRADE RELATED EQUIPMENT AND SUPPORT 4,017
    NORTH BENNETT STREET SCHOOL
    39 NORTH BENNET STREET
    BOSTON,MA02113     		    TRADE RELATED EQUIPMENT AND SUPPORT 12,292
    OLD STURBRIDGE VILLAGE
    1 OLD STURBRIDGE VILLAGE
    STURBRIDGE,MA01566     		    TRADE RELATED EQUIPMENT AND SUPPORT 9,000
    SOUTH SHORE ARC
    371 RIVER STREET
    WEYMOUTH,MA02191     		    TRADE RELATED EQUIPMENT AND SUPPORT 7,532
    THE CARROLL CENTER FOR THE BLIND
    770 CENTRE STREET
    NEWTON,MA02458     		    TRADE RELATED EQUIPMENT AND SUPPORT 13,350
    THE CULTURAL CENTER OF CAPE COD
    307 OLD MAIN ST
    SOUTH YARMOUTH,MA02664     		    TRADE RELATED EQUIPMENT AND SUPPORT 8,193
    THE ELIOT SCHOOL
    24 ELIOT STREET
    JAMAICA PLAIN,MA02130     		    TRADE RELATED EQUIPMENT AND SUPPORT 5,000
    THE HOME FOR LITTLE WANDERERS
    397 LINCOLN ROAD
    WALPOLE,MA02081     		    TRADE RELATED EQUIPMENT AND SUPPORT 5,278
    Total .................................bullet 3a 147,732
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 1  
    4 Dividends and interest from securities....     14 47,388  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property..... 531120 8,305      
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 129,205 -1,553
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aCLASS ACTION PROCEEDS     		        396
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 8,305 176,594 -1,157
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    183,742
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    MASSACHUSETTS CHARITABLE MECHANIC
    ASSOCIATION
    Employer identification number

    04-2023566
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    MASSACHUSETTS CHARITABLE MECHANIC
    ASSOCIATION         		Employer identification number
    04-2023566
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    WHITMOR COMPANY
     
    15 WHITMORE ROAD
     
    REVERE, MA02151

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    CHARLES P LAUMAN CO INC
     
    9 WALKUP DR
     
    WESTBOROUGH, MA01581

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    MASSACHUSETTS CHARITABLE MECHANIC
    ASSOCIATION         		Employer identification number

    04-2023566
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    MASSACHUSETTS CHARITABLE MECHANIC
    ASSOCIATION         		Employer identification number

    04-2023566
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    MASSACHUSETTS CHARITABLE MECHANIC
     
    ASSOCIATION
    EIN:
    04-2023566
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL 42,060 21,030    

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    MASSACHUSETTS CHARITABLE MECHANIC
     
    ASSOCIATION
    EIN:
    04-2023566
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    DEPRECIATION           3,740      
    EQUIPMENT 4 1993-07-01 4,628 4,628 S/L 7.0000        
    EQUIPMENT - 95 5 1995-07-01 1,616 1,616 S/L 7.0000        
    EQUIPMENT - 96 6 1996-07-01 2,653 2,653 S/L 7.0000        
    COMPUTER 7 1999-07-01 2,668 2,668 S/L 3.0000        
    COMPUTER EQUIPMENT 2004-01-14 3,624 3,624 S/L 5.0000        
    G&A DEPRECIATION     7,106     3,740      

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 GainLossSaleOtherAssetsSch
    Name:
    MASSACHUSETTS CHARITABLE MECHANIC
     
    ASSOCIATION
    EIN:
    04-2023566
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    841.208SHS STATE STR INSTL FDS   PURCHASE 2020-09   13,628 15,181     -1,553  

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    MASSACHUSETTS CHARITABLE MECHANIC
     
    ASSOCIATION
    EIN:
    04-2023566
    Name of Bond End of Year Book Value End of Year Fair Market Value
    PASSIVE BOND MARKET - CMNP 407,330 491,570
    BLACKROCK HIGH YIELD 273,588 282,714
    TREASURY INFLATION PROTECTED SEC 120,012 145,549

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    MASSACHUSETTS CHARITABLE MECHANIC
     
    ASSOCIATION
    EIN:
    04-2023566
    Name of Stock End of Year Book Value End of Year Fair Market Value
    SSGA INTERNATIONAL STOCK SELECTION 728,088 789,909
    S&P 500 COMMON TRUST 587,376 1,426,248
    ABERDEEN EMERGING MARKETS 329,604 453,726
    STATE STREET INSTL FUNDS 276,781 297,415
    IPATH BLOOMBERG COMMODITY INDEX 251,668 247,142
    SPDR PORTFOLIO INTERMEDIATE ETF 212,121 222,931
    SPDR S&P INTL SMALL CAP ETF FUND 175,117 204,032
    SPDR S&P MIDCAP 400 138,391 251,952
    SPDR DOW JONES REIT ETF 50,241 47,425

    TY 2020 LandEtcSchedule2
    Name:
    MASSACHUSETTS CHARITABLE MECHANIC
     
    ASSOCIATION
    EIN:
    04-2023566
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    BUILDING 296,575 283,553 13,022 296,575
    BUILDING IMPROVEMENTS 199,102 112,380 86,722 199,102
    LAND IMPROVEMENTS 21,666 6,621 15,045 21,666
    FURNITURE & FIXTURES 11,565 11,565   11,565
    COMPUTER EQUIPMENT 3,624 3,624   3,624
    LAND 95,992   95,992 95,992


    TY 2020 OtherDecreasesSchedule
    Name:
    MASSACHUSETTS CHARITABLE MECHANIC
     
    ASSOCIATION
    EIN:
    04-2023566
    Description Amount
    BOOK/TAX DEPRECIATION DIFFERENCE 6,836


    TY 2020 OtherExpensesSchedule
    Name:
    MASSACHUSETTS CHARITABLE MECHANIC
     
    ASSOCIATION
    EIN:
    04-2023566
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    COMMERCIAL        
    REPAIRS 4,560      
    UTILITIES 2,516      
    CLEANING & MAINTENANCE 725      
    EXPENSES        
    EXPENSE OF MEETINGS 3,648 547   2,612
    INSURANCE 3,989 598   2,856
    TELEPHONE 1,798 270   1,287
    MA ANNUAL FILING FEE 642 96   450
    OFFICE SUPPLIES 179 27   128


    TY 2020 OtherIncomeSchedule2
    Name:
    MASSACHUSETTS CHARITABLE MECHANIC
     
    ASSOCIATION
    EIN:
    04-2023566
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    CLASS ACTION PROCEEDS 396    


    TY 2020 OtherLiabilitiesSchedule
    Name:
    MASSACHUSETTS CHARITABLE MECHANIC
     
    ASSOCIATION
    EIN:
    04-2023566
    Description Beginning of Year - Book Value End of Year - Book Value
    SECURITY DEPOSIT PAYABLE 2,200 2,200
    ACCRUED EXPENSES   1,574


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    MASSACHUSETTS CHARITABLE MECHANIC
     
    ASSOCIATION
    EIN:
    04-2023566
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INV MANAGEMENT FEES 30,410 30,410    


    TY 2020 TaxesSchedule
    Name:
    MASSACHUSETTS CHARITABLE MECHANIC
     
    ASSOCIATION
    EIN:
    04-2023566
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CORPORATE TAXES 1,692 1,692