Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 04-01-2018 , and ending 03-31-2019
Name of foundation
HOWARD HOME
TRUSTEES HOME FOR AGED MEN BROCKTON
Number and street (or P.O. box number if mail is not delivered to street address)71 LEGION PARKWAY
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BROCKTON, MA02301
A Employer identification number

04-2103796
B Telephone number (see instructions)

(508) 584-4088
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$3,830,935J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 10,672 10,672 10,672
4 Dividends and interest from securities... 86,058 86,058 86,058
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 144,846
b Gross sales price for all assets on line 6a 1,551,827
7 Capital gain net income (from Part IV, line 2)... 41,525
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).......      
12 Total. Add lines 1 through 11........ 241,576 138,255 96,730
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages...... 36,300     36,300
15 Pension plans, employee benefits....... 3,715     3,715
16a Legal fees (attach schedule)......... Click to see attachment 3,950     3,950
b Accounting fees (attach schedule)....... Click to see attachment 16,148     16,148
c Other professional fees (attach schedule).... Click to see attachment 37,456 37,456    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,525     1,525
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 2,305     2,305
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 101,399 37,456   63,943
25 Contributions, gifts, grants paid....... 178,500 178,500
26 Total expenses and disbursements. Add lines 24 and 25 279,899 37,456   242,443
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -38,323
b Net investment income (if negative, enter -0-) 100,799
c Adjusted net income (if negative, enter -0-)... 96,730
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 36,536 101,893 101,896
2 Savings and temporary cash investments......... 206,946 174,976 174,976
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.......... 215 1,615 1,615
10a Investments—U.S. and state government obligations (attach schedule) 8,734 Click to see attachment57,575 58,235
b Investments—corporate stock (attach schedule)....... 3,286,597 Click to see attachment3,191,346 3,494,213
c Investments—corporate bonds (attach schedule)....... 26,108    
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 bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,565,136 3,527,405 3,830,935
Liabilities 17 Accounts payable and accrued expenses.......... 5,702 6,294
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 5,702 6,294
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 3,559,434 3,521,111
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 3,559,434 3,521,111
31 Total liabilities and net assets/fund balances (see instructions). 3,565,136 3,527,405
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,559,434
2
Enter amount from Part I, line 27a .....................
2
-38,323
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
3,521,111
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
3,521,111
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1a
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
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 41,525
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 359,917 3,907,327 0.092113
2016 344,375 3,889,332 0.088543
2015 333,131 3,508,751 0.094943
2014 402,268 4,108,758 0.097905
2013 388,433 4,587,841 0.084666
2
Total of line 1, column (d) .....................
2
0.458170
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
0.091634
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
3,846,024
5
Multiply line 4 by line 3......................
5
352,427
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,008
7
Add lines 5 and 6........................
7
353,435
8
Enter qualifying distributions from Part XII, line 4,.............
8
279,899
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 2,016
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 2,016
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 2,016
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 1,573
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,573
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 443
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    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 ofbulletJOHN F CREEDON ESQUIRE Telephone no.bullet (508) 584-4088

    Located atbullet71 LEGION PARKWAYBROCKTONMA ZIP+4bullet02301
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JOHN F CREEDON PRESIDENT
    000.00     		0 0 0
    71 LEGION PARKWAY
    BROCKTON,MA02301
    VAUGHN BOYAJIAN CLERK
    000.00     		0 0 0
    71 LEGION PARKWAY
    BROCKTON,MA02301
    EUGENE MARROW TREASURER
    000.00     		0 0 0
    71 LEGION PARKWAY
    BROCKTON,MA02301
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............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  
    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 (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    3,642,803
    b
    Average of monthly cash balances.......................
    1b
    260,175
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,615
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,904,593
    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
    3,904,593
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    58,569
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,846,024
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    192,301
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    192,301
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    2,016
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,016
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    190,285
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    190,285
    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
    190,285
    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
    242,443
    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
    37,456
    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
    279,899
    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
    279,899
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 190,285
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 126,299
    b From 2014...... 199,596
    c From 2015...... 159,701
    d From 2016...... 151,782
    e From 2017...... 166,785
    fTotal of lines 3a through e........ 804,163
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 279,899
    a Applied to 2017, but not more than line 2a  
    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 2018 distributable amount..... 190,285
    e Remaining amount distributed out of corpus 89,614
    5 Excess distributions carryover applied to 2018.    
    (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 5 893,777
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		126,299
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		767,478
    10 Analysis of line 9:
    a Excess from 2014.... 199,596
    b Excess from 2015.... 159,701
    c Excess from 2016.... 151,782
    d Excess from 2017.... 166,785
    e Excess from 2018.... 89,614
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    JOHN CREEDON TRUST
    71 LEGION PARKWAY
    BROCKTON,MA02301
    (508) 584-4088
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS SHOOULD BE IN THE FORM OF A SIMPLE LETTER GIVING A BRIEF SUMMARRY OF THE PROPOSAL AND HOW THE FUNDS ARE TO BE USED. (NO PREDETERMINED FORMAT.)
    cAny submission deadlines:
    NO SUBMISSION DEADLINES
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THERE ARE GEOGRAPHICAL RESTRICTIONS: WITHIN 35 MILES OF BOSTON. THE FUND MUST BE USED FOR ELDERLY SITUATIONS (60 YEARS OR OLDER). WE DONATE TO CHARITABLE AND NON-CHARITABLE INSTITUTIONS AND WE REQUEST A FOLLOWUP ATTESTATION FROM THE DONEE AS TO THE ACTUAL EXPENDITURES OF THE FUNDS.FUNDS MAY NOT BE USED TO FUND SALARIES OF CAOITAL BUILDING PROJECTS.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    MY BROTHERS KEEPER
    RT 123
    NORTH EASTON,MA02356     		NONE PAID DONATION 15,000
    OLD COLONY Y
    MAIN STREET
    BRCOKTON,MA02301     		NONE PAID CHARITABLE 25,000
    OLD COLONY ELDERLY SERVICES
    144 MAIN STREET
    BROCKTON,MA02301     		NONE PAID CHARITABLE 15,000
    TOWN OF BRIDGEWATER ELDER SERVICES
    10 WALLY KRUEGER WAY
    BRIDGEWATER,MA02324     		NONE PAID CHARITABLE 7,500
    TOWN OF WEST BRIDEWATER COA
    SPRING ST
    WEST BRIDGEWATER,MA02379     		NONE PAID CHARITBLE 15,000
    EAST BRIDGEWATER COUNCIL ON AGING
    355 PLYMOUTH ST
    EAST BRIDGEWATER,MA02333     		NONE PAID DONATION 15,000
    LIFE
    54 HAVERHILL ST
    BROCKTON,MA02301     		NONE PAID DONATION 6,000
    BAMSI-DORN DAVIES CENTER
    10 CHRISTYS DRIVE
    BROCKTON,MA02301     		NONE PAID DONATION 15,000
    BAMSI-HELP LINE
    10 CHRISTYS DRIVE
    BROCKTON,MA02301     		NONE PAID DONATION 15,000
    SIGNATURE HEALTH CARE
    680 CENTRE ST
    BROCKTON,MA02301     		NONE PAID DONATION 20,000
    BROCKTON COUNCIL ON AGING
    10 FATHER KENNEYS WAY
    BROCKTON,MA02301     		NONE PAID DONATION 15,000
    BROCKTON VNA
    500 BELMONTST SUITE 200
    BROCKTON,MA02301     		NONE PAID DONATION 15,000
    Total .................................bullet 3a 178,500
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 10,672  
    4 Dividends and interest from securities....     14 86,058  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14    
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    14 41,525 103,321
    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)..   138,255 103,321
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    241,576
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

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

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    HOWARD HOME
     
    TRUSTEES HOME FOR AGED MEN BROCKTON
    EIN:
    04-2103796
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT ACCOUNTING FEES 16,148     16,148

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

    TY 2018 GainLossSaleOtherAssetsSch
    Name:
    HOWARD HOME
     
    TRUSTEES HOME FOR AGED MEN BROCKTON
    EIN:
    04-2103796
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    125-JP MORGAN CHASE CO 2013-07 PURCHASE 2018-04   13,843 7,001     6,842  
    225-INVESCO LTD 2017-03 PURCHASE 2018-05   6,339 7,251     -912  
    50-SHIRE PLC 2018-03 PURCHASE 2018-05   8,172 7,403     769  
    75-CELGENE CORP 2016-03 PURCHASE 2018-05   6,149 7,507     -1,358  
    1550-SPDR DOUBLELINE 2015-12 PURCHASE 2018-05   73,022 75,686     -2,664  
    1488.754-FIRST EAGLE FUND 2016-12 PURCHASE 2018-05   54,474 57,311     -2,837  
    425-VANGUARD INTERMEDIATE 2016-09 PURCHASE 2018-05   34,272 36,134     -1,862  
    3121.469-AQR LONG-SHORT EQUITY 2015-07 PURCHASE 2018-06   41,422 36,833     4,589  
    4060.279-AQR STYLE PREMIER 2015-12 PURCHASE 2018-06   39,466 41,171     -1,705  
    125-TIME WARNER 2018-06 PURCHASE 2018-06   6,719 3,311     3,408  
    625-ATT INC 2016-05 PURCHASE 2018-06   20 20        
    200-NXP SEMICONDUCTOR 2016-10 PURCHASE 2018-07   18,696 19,950     -1,254  
    BAYER 2018-07 PURCHASE 2018-07   125       125  
    100-SQUARE INC 2017-03 PURCHASE 2018-08   7,077 1,710     5,367  
    600-GENERAL ELECTRIC 2013-09 PURCHASE 2018-08   7,815 12,208     -4,393  
    300-BAYER AG 2017-08 PURCHASE 2018-08   6,852 9,471     -2,619  
    25000-WESTERN UNION 2013-11 PURCHASE 2018-08   25,000 26,108     -1,108  
    1281.394-FIRST EAGLE FUND 2011-01 PURCHASE 2018-09   75,000 59,727     15,273  
    1022.495-GATEWAY FUND 2018-09 PURCHASE 2018-09   35,000 30,941     4,059  
    1711.783-AQR LONG-SHORT EQUITY 2015-07 PURCHASE 2018-09   21,500 20,199     1,301  
    2002.107-AQR STYLE PREMIER 2015-12 PURCHASE 2018-09   19,000 20,301     -1,301  
    5-SQUARE INC 2017-03 PURCHASE 2018-09   4,584 855     3,729  
    55-VANGUARD SHORT TERM BOND 2018-05 PURCHASE 2018-10   5,860 4,297     1,563  
    75-SPDR DL SHORT DURATION 2018-05 PURCHASE 2018-10   3,642 4,634     -992  
    30-VANGUARD SHORT TERM CORP. 2017-03 PURCHASE 2018-10   2,336 2,390     -54  
    25-VANGUARD TTL STK 2014-08 PURCHASE 2018-10   3,399 2,474     925  
    175-VANGUARD MID CAP 2018-05 PURCHASE 2018-10   25,941 27,729     -1,788  
    100-SHLUMBERGER LTD 2017-12 PURCHASE 2018-10   5,256 6,753     -1,497  
    25-VANGUARD TTL STK 2014-08 PURCHASE 2018-10   3,421 2,474     947  
    20-VANGUARD SHORT TERM CORP. 2017-03 PURCHASE 2018-10   1,557 1,594     -37  
    20-VANGUARD SHORT TERM BOND 2018-05 PURCHASE 2018-10   1,557 1,563     -6  
    20-SPDR SHORT TERM DURATION 2018-05 PURCHASE 2018-10   973 976     -3  
    15820.584-PIONEER DYNAMIC   PURCHASE 2018-11   143,334 150,963     -7,629  
    177.347-AMERICAN NEW PERSPECTIVE 2018-08 PURCHASE 2018-11   7,500 6,943     557  
    175-CITIZENS BANK 2018-02 PURCHASE 2018-11   6,351 8,099     -1,748  
    200-ALIBABA CORP 2018-05 PURCHASE 2018-11   7,533 9,097     -1,564  
    35-MARTIN MARIETTA CORP 2017-04 PURCHASE 2018-11   6,491 7,540     -1,049  
    35-VULCAN MATERIALS 2017-04 PURCHASE 2018-11   3,657 4,166     -509  
    .144-UNITED TECHNOLOGIES 2018-11 PURCHASE 2018-11   18 19     -1  
    4351.046-AQR LONG-SHORT EQUITY   PURCHASE 2018-12   50,559 54,865     -4,306  
    280-ENERGY SELECT SECT 2018-10 PURCHASE 2018-12   15,686 16,268     -582  
    250-NINTENDO 2018-06 PURCHASE 2018-12   8,413 10,385     -1,972  
    500-FORD MOTOR CO 2018-04 PURCHASE 2018-12   4,150 5,543     -1,393  
    700-VANGUARD SHORT TERM 2018-09 PURCHASE 2018-12   54,480 55,365     -885  
    75-ROCKWELL COLLINS 2017-04 PURCHASE 2018-11   10,660 7,418     3,242  
    6162.667-AQR STYLE PREMIER   PURCHASE 2018-01   56,512 63,503     -6,991  
    5-ALPHABET INC 2014-12 PURCHASE 2019-02   5,576 2,672     2,904  
    5-AMERCO 2013-04 PURCHASE 2019-02   1,877 784     1,093  
    399.361-AMERICAN EUROPACIFIC 2015-01 PURCHASE 2019-02   20,000 19,105     895  
    832.145-AMERICAN NEW PERSPECTIVE   PURCHASE 2019-02   35,000 32,578     2,422  
    15-AMGEN INC 2016-06 PURCHASE 2019-02   2,870 2,170     700  
    50-ANALOG DEVICES 2017-05 PURCHASE 2019-02   5,372 4,091     1,281  
    5-APPLE INC 2007-02 PURCHASE 2019-02   4,364 320     4,044  
    238.72-AQR LONG-SHORT EQUITY 2015-07 PURCHASE 2018-02   2,686 3,324     -638  
    100-BANK OF AMERICA CORP 2017-03 PURCHASE 2019-02   2,937 2,317     620  
    15-BLUE BIRD NEW 2018-10 PURCHASE 2019-02   2,328 1,658     670  
    25-BOEING INC 2019-01 PURCHASE 2019-02   10,647 8,144     2,503  
    100-BRISTOL MEYERS SQUIBB 2014-01 PURCHASE 2019-02   5,042 4,998     44  
    100-BROOKFIELD ASSET MGMNT 2015-09 PURCHASE 2019-02   4,470 3,090     1,380  
    50-CHARLES SCHWAB NEW 2017-05 PURCHASE 2019-02   2,335 1,899     436  
    30-CITIGROUP INC 2019-12 PURCHASE 2019-02   1,933 1,722     211  
    75-COMCAST CORP 2018-08 PURCHASE 2019-02   2,904 2,629     275  
    190-CORNING INC 2015-06 PURCHASE 2019-02   6,668 3,966     2,702  
    50-DOMINION ENERGY 2018-08 PURCHASE 2019-02   3,677 3,519     158  
    205-DR HORTON 2017-03 PURCHASE 2018-02   7,783 6,822     961  
    75-EXXON MOBIL 2018-11 PURCHASE 2019-02   5,889 5,828     61  
    75-HEXCEL CORP 2018-11 PURCHASE 2019-02   5,381 4,440     941  
    25-INGERSOLL RAND 2017-04 PURCHASE 2019-02   2,678 2,136     542  
    125-INVESCO LTD 2018-08 PURCHASE 2019-02   2,360 3,018     -658  
    500.00-INVESCO S&P 500 EQUAL WEIGHT 2016-11 PURCHASE 2019-02   52,274 42,966     9,308  
    185-INVESCO S&P 500 EQUAL WEIGHT 2017-02 PURCHASE 2018-02   18,602 15,830     2,772  
    35-JOHNSON & JOHNSON 2003-09 PURCHASE 2019-02   4,776 1,742     3,034  
    4687.50-LOOMIS SAYLES CORE PLUS 2015-12 PURCHASE 2019-02   60,000 57,469     2,531  
    4992.867-LOOMIS SAYLES STRATEGIC 2015-12 PURCHASE 2019-02   70,000 68,252     1,748  
    30-LULULEMON ATHLETICA 2018-03 PURCHASE 2019-02   4,502 2,426     2,076  
    250-MERCK & CO 2016-03 PURCHASE 2018-02   19,530 13,474     6,056  
    75-MICROSOFT CORP 2010-05 PURCHASE 2019-02   8,447 2,024     6,423  
    15-NEXTERA ENERGY 2018-08 PURCHASE 2019-02   2,821 2,551     270  
    35-NOVARTIS 2002-02 PURCHASE 2019-02   3,202 1,198     2,004  
    200-OLD REPUBLIC INTL INC 2015-06 PURCHASE 2019-02   4,207 3,223     984  
    75-PFIZER 2014-03 PURCHASE 2019-02   3,228 2,391     837  
    75-PIVOTAL SOFTWARE INC 2018-08 PURCHASE 2019-02   1,587 1,828     -241  
    65-PRUDENTIAL FINANCIAL 2018-12 PURCHASE 2019-02   6,246 5,235     1,011  
    35-ROKU INC 2018-08 PURCHASE 2019-02   2,317 1,668     649  
    35-SALESFORCE.COM INC 2014-03 PURCHASE 2019-02   5,671 1,961     3,710  
    500-SCHWAB US MID CAP 2018-10 PURCHASE 2018-02   27,026 26,150     876  
    500-VANGUARD TTL STK 2019-02 PURCHASE 2019-02   71,983 51,557     20,426  
    275-VANGUARD TTL STK MKT 2019-02 PURCHASE 2018-02   38,137 27,139     10,998  
    45-VISA INC 2016-02 PURCHASE 2019-02   6,590 3,094     3,496  
    150-VODAFONE GROUP 2014-08 PURCHASE 2019-02   2,708 4,870     -2,162  
    40-WALT DISNEY COMPANY 2016-11 PURCHASE 2019-02   4,527 3,680     847  
    20-BOEING INC 2019-01 PURCHASE 2019-03   7,639 6,515     1,124  
    15-AMERCO 2013-04 PURCHASE 2019-03   5,672 2,352     3,320  

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    HOWARD HOME
     
    TRUSTEES HOME FOR AGED MEN BROCKTON
    EIN:
    04-2103796
    Name of Stock End of Year Book Value End of Year Fair Market Value
    STOCKS 271,517 339,260
    MUTUAL FUNDS 2,069,106 2,166,948
    CLOSED END FUNDS 850,723 988,005

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    HOWARD HOME
     
    TRUSTEES HOME FOR AGED MEN BROCKTON
    EIN:
    04-2103796
    US Government Securities - End of Year Book Value:

    57,575
    US Government Securities - End of Year Fair Market Value:

    58,235
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2018 LegalFeesSchedule
    Name:
    HOWARD HOME
     
    TRUSTEES HOME FOR AGED MEN BROCKTON
    EIN:
    04-2103796
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
      3,950     3,950


    TY 2018 OtherExpensesSchedule
    Name:
    HOWARD HOME
     
    TRUSTEES HOME FOR AGED MEN BROCKTON
    EIN:
    04-2103796
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    OFFICE EXPENSE 1,385     1,385
    INSURANCE 100     100
    FILING FEES 820     820


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    HOWARD HOME
     
    TRUSTEES HOME FOR AGED MEN BROCKTON
    EIN:
    04-2103796
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 37,456 37,456