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. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
JUSTIN SMITH MORRILL SCHOLARSHIP FUND
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1330   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HYANNIS, MA02601
A Employer identification number

27-6509486
B Telephone number (see instructions)

(617) 737-3637
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$5,111,655J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
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) 29,590
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 119,624 119,624  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 984,162
b Gross sales price for all assets on line 6a 3,490,472
7 Capital gain net income (from Part IV, line 2)... 984,162
8 Net short-term capital gain......... 0
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........ 1,133,376 1,103,786  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 45,575 45,575    
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 575 575 0 0
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions) Click to see attachment 1,340     0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 70 70    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 47,560 46,220 0 0
25 Contributions, gifts, grants paid........ 379,250 379,250
26 Total expenses and disbursements. Add lines 24 and 25 426,810 46,220 0 379,250
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 706,566
b Net investment income (if negative, enter -0-) 1,057,566
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
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............... 170,082 90,429 90,429
2 Savings and temporary cash investments..........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 1,063,122 1,395,350 1,365,044
b Investments—corporate stock (attach schedule)........ 2,293,289 2,442,230 2,724,038
c Investments—corporate bonds (attach schedule)........ 618,197 922,912 932,144
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........     0
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) 4,144,690 4,850,921 5,111,655
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 4,144,690 4,850,921
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 page 17 of the
instructions).................... 4,144,690 4,850,921
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 4,144,690 4,850,921
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 4,144,690
2 Enter amount from Part I, line 27a..................... 2 706,566
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 4,851,256
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 335
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 4,850,921
Form 990-PF (2013)
Form 990-PF (2013)
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 140. ABBVIE INC   2012-05-29 2013-01-15
b 590. ABBVIE INC   2010-05-27 2013-01-15
c 260. WALT DISNEY CO   2012-01-09 2013-02-04
d 220. HOME DEPOT INC   2008-05-01 2013-02-04
e 25000. FED HOME LN MTG 5.00% 01/30/2014 DTD 01/30/2004   2010-02-12 2013-02-22
20000. ONTARIO PROVINCE 2.950% 02/05/2015 DTD 02/05/10   2011-04-25 2013-02-22
100. CELGENE CORP   2011-11-03 2013-03-19
270. COLGATE PALMOLIVE   2011-04-21 2013-03-19
340. GILEAD SCIENCES INC   2011-04-26 2013-03-19
110. HOME DEPOT INC   2008-05-01 2013-03-19
10000. FED HOME LN MTG 5.00% 01/30/2014 DTD 01/30/2004   2012-05-18 2013-04-02
35000. FED HOME LN MTG 5.00% 01/30/2014 DTD 01/30/2004   2010-01-19 2013-04-02
1680. MONDELEZ INTERNATIONAL INC   2012-08-22 2013-05-20
370. WELLPOINT INC COM   2012-06-15 2013-05-20
990. BROADCOM CORP   2012-03-26 2013-06-27
190. BROADCOM CORP   2012-09-13 2013-06-27
380. DIAGEO PLC ADR   2009-07-07 2013-06-27
50. ABBOTT LABORATORIES   2012-05-29 2013-07-18
30. AMERICAN EXPRESS CO   2009-04-28 2013-07-18
10. APPLE COMPUTER   2013-06-27 2013-07-18
50. ARCHER DANIELS MID   2011-03-02 2013-07-18
30. BED BATH & BEYOND INC   2012-06-15 2013-07-18
30. BERKSHIRE HATHAWAY INC DEL CL B NEW   2012-05-29 2013-07-18
30. BOEING CO   2013-05-20 2013-07-18
30. CAPITAL ONE FINANCIAL CORP   2011-05-09 2013-07-18
20. CELGENE CORP   2012-04-12 2013-07-18
30. CHEVRONTEXACO CORP   2011-05-09 2013-07-18
110. CISCO SYSTEMS INC   2008-05-01 2013-07-18
60. COCA COLA CO   2012-05-10 2013-07-18
20. COGNIZANT TECHNLGY SLTNS COR   2012-12-03 2013-07-18
30. COLGATE PALMOLIVE   2012-05-29 2013-07-18
60. COMCAST CORP CL A   2012-07-13 2013-07-18
30. CONOCOPHILLIPS COM   2012-07-09 2013-07-18
50. DANAHER CORP   2011-04-26 2013-07-18
50. WALT DISNEY CO   2012-01-09 2013-07-18
100. E M C CORP MASS   2008-05-01 2013-07-18
30. ECOLAB INC   2012-05-10 2013-07-18
30. EXXON MOBIL CORP   2007-09-02 2013-07-18
60. FREEPORT-MCMORAN COPPER & GOCL B   2012-02-06 2013-07-18
60. GILEAD SCIENCES INC   2012-05-29 2013-07-18
30. HOME DEPOT INC   2008-05-01 2013-07-18
50. ILLINOIS TOOL WKS INC   2012-01-24 2013-07-18
10. INTERNATIONAL BUSINESS MACHINES   2011-04-25 2013-07-18
50. J P MORGAN CHASE & CO   2007-09-02 2013-07-18
30. JOHNSON & JOHNSON   2012-05-29 2013-07-18
60. MERCK & CO INC NEW COM   2012-05-29 2013-07-18
90. MICROSOFT CORP   2011-09-08 2013-07-18
30. NEXTERA ENERGY INC COM   2012-05-10 2013-07-18
80. ORACLE SYSTEMS CORPORATION   2011-06-15 2013-07-18
10. PNC BANK CORP   2011-12-16 2013-07-18
60. PFIZER, INC.   2012-12-03 2013-07-18
40. QUALCOMM INC   2010-11-08 2013-07-18
60. SPECTRA ENERGY CORP   2012-01-09 2013-07-18
20. STARBUCKS CORP   2011-09-08 2013-07-18
20. TJX COMPANIES   2013-02-04 2013-07-18
30. 3M COMPANY   2007-09-02 2013-07-18
80. U.S. BANCORP   2008-05-01 2013-07-18
10. UNION PACIFIC CORP   2012-02-06 2013-07-18
60. VERIZON COMMUNICATION   2012-06-15 2013-07-18
60. WALGREEN CO.   2013-03-19 2013-07-18
70. WELLS FARGO & COMPANY NEW   2010-03-16 2013-07-18
10. YUM BRANDS INC   2012-01-09 2013-07-18
30. ACE LTD   2011-05-23 2013-07-18
60. TRANSOCEAN LTD ZUG NAMEN AKT   2012-07-13 2013-07-18
40. CHECK POINT SOFTWARE TECHNOLOGIES LTD   2011-07-26 2013-07-18
20000. FED HOME LN MTG 5.00% 01/30/2014 DTD 01/30/2004   2012-05-18 2013-08-06
45000. FED HOME LN MTG 4.75% 11/17/2015 DTD 10/21/2005   2009-08-18 2013-08-06
320. ABBOTT LABORATORIES   2012-05-29 2013-08-09
200. AMERICAN EXPRESS CO   2009-04-28 2013-08-09
40. APPLE COMPUTER   2013-06-27 2013-08-09
330. ARCHER DANIELS MID   2011-04-26 2013-08-09
160. BED BATH & BEYOND INC   2012-06-15 2013-08-09
140. BERKSHIRE HATHAWAY INC DEL CL B NEW   2012-05-29 2013-08-09
140. BOEING CO   2013-05-20 2013-08-09
180. CAPITAL ONE FINANCIAL CORP   2011-07-14 2013-08-09
120. CELGENE CORP   2012-04-12 2013-08-09
160. CHEVRONTEXACO CORP   2011-05-09 2013-08-09
670. CISCO SYSTEMS INC   2008-05-01 2013-08-09
390. COCA COLA CO   2012-05-10 2013-08-09
140. COGNIZANT TECHNLGY SLTNS COR   2012-12-03 2013-08-09
170. COLGATE PALMOLIVE   2012-05-29 2013-08-09
320. COMCAST CORP CL A   2012-07-13 2013-08-09
160. CONOCOPHILLIPS COM   2012-07-09 2013-08-09
270. DANAHER CORP   2011-04-26 2013-08-09
260. WALT DISNEY CO   2012-01-09 2013-08-09
540. E M C CORP MASS   2008-05-01 2013-08-09
140. ECOLAB INC   2012-05-10 2013-08-09
210. EXXON MOBIL CORP   2007-09-02 2013-08-09
320. FREEPORT-MCMORAN COPPER & GOCL B   2012-02-06 2013-08-09
350. GILEAD SCIENCES INC   2012-05-29 2013-08-09
240. HOME DEPOT INC   2008-05-01 2013-08-09
240. ILLINOIS TOOL WKS INC   2012-01-24 2013-08-09
70. INTERNATIONAL BUSINESS MACHINES   2011-04-25 2013-08-09
280. J P MORGAN CHASE & CO   2007-09-02 2013-08-09
200. JOHNSON & JOHNSON   2012-05-29 2013-08-09
360. MERCK & CO INC NEW COM   2012-05-29 2013-08-09
480. MICROSOFT CORP   2010-08-24 2013-08-09
190. NEXTERA ENERGY INC COM   2012-05-10 2013-08-09
480. ORACLE SYSTEMS CORPORATION   2011-06-15 2013-08-09
100. PNC BANK CORP   2011-12-16 2013-08-09
360. PFIZER, INC.   2012-12-03 2013-08-09
40. PRECISION CASTPARTS CORP   2012-10-15 2013-08-09
250. QUALCOMM INC   2010-11-08 2013-08-09
360. SPECTRA ENERGY CORP   2012-01-09 2013-08-09
140. STARBUCKS CORP   2011-09-08 2013-08-09
140. TJX COMPANIES   2013-02-04 2013-08-09
160. 3M COMPANY   2007-09-02 2013-08-09
460. U.S. BANCORP   2008-05-01 2013-08-09
70. UNION PACIFIC CORP   2012-02-06 2013-08-09
290. VERIZON COMMUNICATION   2012-06-15 2013-08-09
360. WALGREEN CO.   2013-03-19 2013-08-09
380. WELLS FARGO & COMPANY NEW   2009-08-26 2013-08-09
120. YUM BRANDS INC   2012-01-09 2013-08-09
160. ACE LTD   2011-07-14 2013-08-09
310. TRANSOCEAN LTD ZUG NAMEN AKT   2012-08-03 2013-08-09
270. CHECK POINT SOFTWARE TECHNOLOGIES LTD   2011-07-26 2013-08-09
130. CELGENE CORP   2011-11-03 2013-08-16
130. ECOLAB INC   2010-05-05 2013-08-16
320. GILEAD SCIENCES INC   2011-04-21 2013-08-16
160. HOME DEPOT INC   2008-05-01 2013-08-16
85000. U S TREAS. BONDS 4.25% 11/15/2014 DTD 11/15/2004   2012-08-08 2013-11-13
370. AMERICAN EXPRESS CO   2008-12-02 2013-11-26
450. ARCHER DANIELS MID   2013-03-19 2013-11-26
690. ARCHER DANIELS MID   2012-02-16 2013-11-26
580. BED BATH & BEYOND INC   2011-11-03 2013-11-26
180. BERKSHIRE HATHAWAY INC DEL CL B NEW   2013-03-19 2013-11-26
330. BERKSHIRE HATHAWAY INC DEL CL B NEW   2012-05-29 2013-11-26
30. CAPITAL ONE FINANCIAL CORP   2011-07-14 2013-11-26
270. CELGENE CORP   2011-11-03 2013-11-26
550. CHEVRONTEXACO CORP   2010-06-24 2013-11-26
2285. CISCO SYSTEMS INC   2010-08-24 2013-11-26
1370. COCA COLA CO   2012-05-29 2013-11-26
450. COGNIZANT TECHNLGY SLTNS COR   2012-12-03 2013-11-26
100. COLGATE PALMOLIVE   2012-04-12 2013-11-26
930. COMCAST CORP CL A   2012-08-22 2013-11-26
190. COMCAST CORP CL A   2012-12-03 2013-11-26
570. CONOCOPHILLIPS COM   2012-09-13 2013-11-26
100. DANAHER CORP   2011-04-21 2013-11-26
910. WALT DISNEY CO   2009-05-04 2013-11-26
1850. E M C CORP MASS   2009-04-16 2013-11-26
250. ECOLAB INC   2010-05-14 2013-11-26
60. EXXON MOBIL CORP   2007-09-02 2013-11-26
1130. FREEPORT-MCMORAN COPPER & GOCL B   2012-09-13 2013-11-26
890. GILEAD SCIENCES INC   2011-04-25 2013-11-26
635. HOME DEPOT INC   2009-05-04 2013-11-26
860. ILLINOIS TOOL WKS INC   2010-02-18 2013-11-26
240. INTERNATIONAL BUSINESS MACHINES   2011-09-08 2013-11-26
960. J P MORGAN CHASE & CO   2010-03-16 2013-11-26
690. JOHNSON & JOHNSON   2009-04-28 2013-11-26
1220. MERCK & CO INC NEW COM   2011-12-01 2013-11-26
670. NEXTERA ENERGY INC COM   2012-05-02 2013-11-26
320. PNC BANK CORP   2011-12-16 2013-11-26
1220. PFIZER, INC.   2012-12-03 2013-11-26
140. PRECISION CASTPARTS CORP   2012-10-15 2013-11-26
850. QUALCOMM INC   2012-09-13 2013-11-26
1230. SPECTRA ENERGY CORP   2012-01-09 2013-11-26
480. STARBUCKS CORP   2011-09-08 2013-11-26
560. 3M COMPANY   2012-08-22 2013-11-26
1595. U.S. BANCORP   2009-08-26 2013-11-26
230. UNION PACIFIC CORP   2011-11-03 2013-11-26
1038. VERIZON COMMUNICATION   2010-08-24 2013-11-26
130. WALGREEN CO.   2013-03-19 2013-11-26
1120. WALGREEN CO.   2012-10-15 2013-11-26
1310. WELLS FARGO & COMPANY NEW   2009-05-20 2013-11-26
320. YUM BRANDS INC   2012-01-09 2013-11-26
100. YUM BRANDS INC   2013-03-19 2013-11-26
530. ACE LTD   2011-07-14 2013-11-26
1060. TRANSOCEAN LTD ZUG NAMEN AKT   2012-08-22 2013-11-26
490. CHECK POINT SOFTWARE TECHNOLOGIES LTD   2011-07-14 2013-11-26
130. VENTAS INC COM REIT   2013-11-26 2013-11-29
140. VENTAS INC COM REIT   2013-11-26 2013-12-03
210. VENTAS INC COM REIT   2013-11-26 2013-12-05
15000. BNK OF NOVA SCOTIA 2.375% 12/17/2013 DTD 06/17/10   2013-08-14 2013-12-17
45000. BNK OF NOVA SCOTIA 2.375% 12/17/2013 DTD 06/17/10   2012-06-21 2013-12-17
CAPITAL GAIN DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 4,776   4,513 263
b 20,127   14,631 5,496
c 14,133   10,377 3,756
d 14,734   6,596 8,138
e 26,118   27,669 -1,551
20,959   20,872 87
11,170   6,440 4,730
30,332   18,283 12,049
15,212   6,718 8,494
7,648   3,298 4,350
10,398   10,781 -383
36,393   38,722 -2,329
51,788   43,090 8,698
28,760   26,147 2,613
33,325   37,870 -4,545
6,396   6,810 -414
43,736   20,578 23,158
1,780   1,486 294
2,223   735 1,488
4,321   3,949 372
1,791   1,844 -53
2,274   2,198 76
3,544   2,382 1,162
3,212   2,971 241
2,005   1,569 436
2,660   1,580 1,080
3,765   3,131 634
2,853   2,948 -95
2,447   2,325 122
1,450   1,358 92
1,759   1,485 274
2,669   1,907 762
1,958   1,628 330
3,386   2,702 684
3,294   1,996 1,298
2,547   1,619 928
2,767   1,947 820
2,828   2,591 237
1,693   2,777 -1,084
3,494   1,527 1,967
2,401   899 1,502
3,635   2,574 1,061
1,979   1,679 300
2,811   2,241 570
2,702   1,875 827
2,844   2,268 576
3,179   2,215 964
2,566   1,950 616
2,556   2,512 44
760   554 206
1,710   1,512 198
2,440   1,910 530
2,159   1,828 331
1,365   780 585
1,048   909 139
3,465   2,718 747
2,965   2,787 178
1,617   1,156 461
2,990   2,633 357
3,037   2,706 331
3,106   2,089 1,017
722   596 126
2,852   2,047 805
2,964   2,767 197
2,254   2,358 -104
20,469   21,562 -1,093
49,402   48,796 606
11,477   7,935 3,542
15,094   4,635 10,459
18,200   15,796 2,404
12,645   12,094 551
12,190   11,607 583
16,334   11,115 5,219
14,811   13,863 948
12,276   8,871 3,405
17,066   8,603 8,463
19,598   13,816 5,782
17,443   17,956 -513
15,650   15,113 537
10,237   9,508 729
10,300   8,418 1,882
14,299   10,171 4,128
10,688   8,685 2,003
18,116   14,450 3,666
16,848   7,328 9,520
14,471   8,742 5,729
13,036   8,271 4,765
19,045   18,137 908
10,219   14,813 -4,594
20,816   8,623 12,193
18,981   7,195 11,786
17,616   11,680 5,936
13,145   11,747 1,398
15,283   12,550 2,733
18,498   12,447 6,051
17,459   13,259 4,200
15,666   8,663 7,003
16,389   12,212 4,177
15,794   14,938 856
7,605   5,539 2,066
10,494   9,072 1,422
8,764   6,617 2,147
16,542   11,937 4,605
12,538   10,968 1,570
10,195   5,458 4,737
7,330   6,364 966
18,925   14,498 4,427
17,083   16,024 1,059
11,198   7,807 3,391
14,300   12,028 2,272
17,861   16,237 1,624
16,442   10,085 6,357
8,933   7,155 1,778
14,384   10,728 3,656
14,645   14,691 -46
15,840   15,867 -27
17,271   8,372 8,899
11,893   6,320 5,573
18,274   6,307 11,967
12,101   4,797 7,304
88,483   93,130 -4,647
31,617   7,659 23,958
18,736   14,787 3,949
28,728   22,957 5,771
45,407   35,513 9,894
20,982   18,422 2,560
38,468   25,760 12,708
2,125   1,478 647
44,150   17,388 26,762
67,915   35,216 32,699
48,350   48,809 -459
55,322   52,639 2,683
42,218   30,561 11,657
6,635   4,862 1,773
46,244   30,558 15,686
9,448   7,097 2,351
41,760   31,494 10,266
7,539   5,326 2,213
64,547   19,984 44,563
43,864   28,096 15,768
26,913   12,083 14,830
5,674   5,182 492
39,872   48,983 -9,111
66,190   17,406 48,784
51,140   18,237 32,903
68,268   36,517 31,751
42,737   39,794 2,943
54,939   35,149 19,790
66,000   41,801 24,199
60,486   43,840 16,646
57,180   40,126 17,054
24,492   17,725 6,767
39,129   30,744 8,385
36,183   23,159 13,024
61,992   45,283 16,709
41,774   36,604 5,170
39,131   18,713 20,418
74,026   50,276 23,750
62,734   35,134 27,600
37,155   23,285 13,870
52,116   30,168 21,948
7,793   5,863 1,930
67,144   40,470 26,674
58,214   27,595 30,619
25,013   11,536 13,477
7,816   6,949 867
54,620   25,856 28,764
53,300   49,267 4,033
29,698   27,731 1,967
7,409   7,504 -95
7,845   8,082 -237
11,914   12,122 -208
15,000   15,107 -107
45,000   46,200 -1,200
      6
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       263
b       5,496
c       3,756
d       8,138
e       -1,551
      87
      4,730
      12,049
      8,494
      4,350
      -383
      -2,329
      8,698
      2,613
      -4,545
      -414
      23,158
      294
      1,488
      372
      -53
      76
      1,162
      241
      436
      1,080
      634
      -95
      122
      92
      274
      762
      330
      684
      1,298
      928
      820
      237
      -1,084
      1,967
      1,502
      1,061
      300
      570
      827
      576
      964
      616
      44
      206
      198
      530
      331
      585
      139
      747
      178
      461
      357
      331
      1,017
      126
      805
      197
      -104
      -1,093
      606
      3,542
      10,459
      2,404
      551
      583
      5,219
      948
      3,405
      8,463
      5,782
      -513
      537
      729
      1,882
      4,128
      2,003
      3,666
      9,520
      5,729
      4,765
      908
      -4,594
      12,193
      11,786
      5,936
      1,398
      2,733
      6,051
      4,200
      7,003
      4,177
      856
      2,066
      1,422
      2,147
      4,605
      1,570
      4,737
      966
      4,427
      1,059
      3,391
      2,272
      1,624
      6,357
      1,778
      3,656
      -46
      -27
      8,899
      5,573
      11,967
      7,304
      -4,647
      23,958
      3,949
      5,771
      9,894
      2,560
      12,708
      647
      26,762
      32,699
      -459
      2,683
      11,657
      1,773
      15,686
      2,351
      10,266
      2,213
      44,563
      15,768
      14,830
      492
      -9,111
      48,784
      32,903
      31,751
      2,943
      19,790
      24,199
      16,646
      17,054
      6,767
      8,385
      13,024
      16,709
      5,170
      20,418
      23,750
      27,600
      13,870
      21,948
      1,930
      26,674
      30,619
      13,477
      867
      28,764
      4,033
      1,967
      -95
      -237
      -208
      -107
      -1,200
       
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 2 984,162
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 page 18 of the 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))
2012      
2011      
2010      
2009      
2008      
2 Total of line 1, column (d) ...................... 2  
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3  
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4  
5 Multiply line 4 by line 3....................... 5  
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6  
7 Add lines 5 and 6......................... 7  
8 Enter qualifying distributions from Part XII, line 4.............. 8  
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 (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 21,151
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 21,151
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 21,151
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 1,821
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,821
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 19,330
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 2014 estimated taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the 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 2013 or the taxable year beginning in 2013 (see 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.Click to see attachment
    10
     
    No
    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
     
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletTD BANK NA Telephone no.bullet (617) 737-3637
    Located atbulletPO BOX 1330HYANNISMA ZIP+4bullet02601
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, 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 instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    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 page 20 of the 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 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    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
     
    No
    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 2013 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 2013.)....................
    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 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (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 509(a)(1), (2), or (3), or section 4940(d)(2)? (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
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    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
    TD Bank NA Trustee
    1     		45,575    
    200 State Street
    Boston,MA02109
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    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
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    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
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    240,561
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    21,151
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    21,151
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    219,410
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    219,410
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    219,410
    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
     
    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
     
    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
     
    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 (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 219,410
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 203,663
    b Total for prior years:2011, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 0
    b From 2009....... 0
    c From 2010....... 0
    d From 2011....... 0
    e From 2012....... 0
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 379,250
    a Applied to 2012, but not more than line 2a 203,663
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2013 distributable amount..... 175,587
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2013. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		43,823
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2009.... 0
    b Excess from 2010.... 0
    c Excess from 2011.... 0
    d Excess from 2012.... 0
    e Excess from 2013.... 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    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 2013, 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) 2013 (b) 2012 (c) 2011 (d) 2010
             
    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 organization 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).)
    NONE
    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.
    NONE
    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:
    Guidance Counselor
    122 Granite Street
    Leominster,MA01453
    (978) 534-7715
    bThe form in which applications should be submitted and information and materials they should include:
    Application must be submitted along with transcript of their grades, copy of their tax return, copy of parent's tax return, letter of personal circumstances that might merit special consideration.
    cAny submission deadlines:
    May 1st Available to boys and girls for secondary education who are
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    residents of Fitchburg, Westminster, Ashby, and Ashburnham, MA
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Guildance Counselor
    9 Oakmont Drive
    Ashuburnham,MA01430
    (978) 827-5907
    bThe form in which applications should be submitted and information and materials they should include:
    Application must be submitted along with transcript of their grades, copy of their tax return, copy of parent's tax return, letter of perso personal circumstances that might merit special consideration.
    cAny submission deadlines:
    May 1st
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Available to boys and girls for secondary education who are residents of Fitchburg, Westminster, Ashby, and Ashburnham, MA.
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Guidance Counselor
    19 Main Street
    Townsend,MA01469
    (978) 597-8721
    bThe form in which applications should be submitted and information and materials they should include:
    Applications must be submitted along with transcript of their grades, copy of their tax return, copy of parent's tax return, letter of personal circumstances that might merit special consideration.
    cAny submission deadlines:
    May 1st
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Available to boys and girls for secondary education who are residents of Fitchburg, Westminster, Ashby, and Ashburnmam, MA.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    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
    UNIVERSITY OF MASSACHUSETTS-LOWELL
    C/O JUSTIN MORRILL SCH FU
    HYANNIS,MA02601     		NONE NONE SCHOLARSHIP 22,250
    UNIVERSITY OF HARTFORD
    C/O JUSTIN MORRILL SCH FU
    HYANNIS,MA02601     		NONE NONE SCHOLARSHIP 30,000
    WHEATON COLLEGE
    C/O JUSTIN MORRILL SCH FU
    HYANNIS,MA02601     		NONE NONE SCHOLARSHIP 22,500
    WORCESTER STATE UNIVERSITY
    C/O JUSTIN MORRILL SCH FU
    HYANNIS,MA02601     		NONE NONE SCHOLARSHIP 12,750
    SYRACUSE UNIVERSITY
    C/O JUSTIN MORRILL SCH FU
    HYANNIS,MA02601     		NONE NONE SCHOLARSHIP 3,500
    BRYANT UNIVERSITY
    C/O JUSTIN MORRILL SCH FU
    HYANNIS,MA02601     		NONE NONE SCHOLARSHIP 27,500
    BECKER COLLEGE
    C/O JUSTIN MORRILL SCH FU
    HYANNIS,MA02601     		NONE NONE SCHOLARSHIP 10,500
    EMERSON COLLEGE
    C/O JUSTIN MORRILL SCH FU
    HYANNIS,MA02601     		NONE NONE SCHOLARSHIP 10,750
    DARTMOUTH COLLEGE
    C/O JUSTIN MORRILL SCH FU
    HYANNIS,MA02601     		NONE NONE SCHOLARSHIP 7,500
    SPRINGFIELD COLLEGE
    C/O JUSTIN MORRILL SCH FU
    HYANNIS,MA02601     		NONE NONE SCHOLARSHIP 10,500
    ROGER WILLIAMS UNIVERSITY
    C/O JUSTIN MORRILL SCH FU
    HYANNIS,MA02601     		NONE NONE SCHOLARSHIP 28,500
    FITCHBURG STATE UNIVERSITY
    C/O JUSTIN MORRILL SCH FU
    HYANNIS,MA02601     		NONE NONE SCHOLARSHIP 53,000
    STONEHILL COLLEGE
    C/O JUSTIN MORRILL SCH FU
    HYANNIS,MA02601     		NONE NONE SCHOLARSHIP 10,000
    UNIVERSITY OF WEST FLORIDA
    C/O JUSTIN MORRILL SCH FU
    HYANNIS,MA02601     		NONE NONE SCHOLARSHIP 4,750
    THE COLLEGE OF WILLIAM & MARY
    C/O JUSTIN MORRILL SCH FU
    HYANNIS,MA02601     		NONE NONE SCHOLARSHIP 6,000
    LYNDON STATE COLLEGE
    C/O JUSTIN MORRILL SCH FU
    HYANNIS,MA02601     		NONE NONE SCHOLARSHIP 5,500
    UNIVERSITY OF NEW HAMPSHIRE
    C/O JUSTIN MORRILL SCH FU
    HYANNIS,MA02601     		NONE NONE SCHOLARSHIP 5,500
    UNIVERSITY OF MASSACHUSETTS AMHERST
    C/O JUSTIN MORRILL SCH FU
    HYANNIS,MA02601     		NONE NONE SCHOLARSHIP 2,750
    EMMANUEL COLLEGE
    C/O JUSTIN MORRILL SCH FU
    HYANNIS,MA02601     		NONE NONE SCHOLARSHIP 3,750
    UNIVERSITY OF PENNSYLVANIA
    C/O JUSTIN MORRILL SCH FU
    HYANNIS,MA02601     		NONE NONE SCHOLARSHIP 1,000
    TULANE UNIVERSITY
    C/O JUSTIN MORRILL SCH FU
    HYANNIS,MA02601     		NONE NONE SCHOLARSHIP 5,000
    BOWDOIN COLLEGE
    C/O JUSTIN MORRILL SCH FU
    HYANNIS,MA02601     		NONE NONE SCHOLARSHIP 2,000
    COLBY-SAWYER COLLEGE
    C/O JUSTIN MORRILL SCH FU
    HYANNIS,MA02601     		NONE NONE SCHOLARSHIP 500
    SIMMONS COLLEGE
    C/O JUSTIN MORRILL SCH FU
    HYANNIS,MA02601     		NONE NONE SCHOLARSHIP 1,000
    UNIVERSITY OF VERMONT
    C/O JUSTIN MORRILL SCH FU
    HYANNIS,MA02601     		NONE NONE SCHOLARSHIP 2,000
    UNIVERSITY OF MASSACHUSETTS
    C/O JUSTIN MORRILL SCH FU
    HYANNIS,MA02601     		NONE NONE SCHOLARSHIP 11,000
    UNIVERSITY OF NEW ENGLAND
    C/O JUSTIN MORRILL SCH FU
    HYANNIS,MA02601     		NONE NONE SCHOLARSHIP 1,500
    QUINNIPIAC UNIVERSITY
    C/O JUSTIN MORRILL SCH FU
    HYANNIS,MA02601     		NONE NONE SCHOLARSHIP 1,500
    BOSTON COLLEGE
    C/O JUSTIN MORRILL SCH FU
    HYANNIS,MA02601     		NONE NONE SCHOLARSHIP 2,000
    ALBANY COLLEGE OF PHARMACY
    C/O JUSTIN MORRILL SCH FU
    HYANNIS,MA02601     		NONE NONE SCHOLARSHIP 2,500
    WENTWORTH INSTITUTE OF TECHNOLOGY
    C/O JUSTIN MORRILL SCH FU
    HYANNIS,MA02601     		NONE NONE SCHOLARSHIP 15,500
    PROVIDENCE COLLEGE
    C/O JUSTIN MORRILL SCH FU
    HYANNIS,MA02601     		NONE NONE SCHOLARSHIP 11,000
    BRIDGEWATER STATE UNIVERSITY
    C/O JUSTIN MORRILL SCH FU
    HYANNIS,MA02601     		NONE NONE SCHOLARSHIP 1,000
    ELMS COLLEGE
    C/O JUSTIN MORRILL SCH FU
    HYANNIS,MA02601     		NONE NONE SCHOLARSHIP 5,000
    ANNA MARIA COLLEGE
    C/O JUSTIN MORRILL SCH FU
    HYANNIS,MA02601     		NONE NONE SCHOLARSHIP 1,500
    UNIVERSITY OF ALABAMA
    C/O JUSTIN MORRILL SCH FU
    HYANNIS,MA02601     		NONE NONE SCHOLARSHIP 5,500
    COLLEGE OF THE HOLY CROSS
    C/O JUSTIN MORRILL SCH FU
    HYANNIS,MA02601     		NONE NONE SCHOLARSHIP 4,000
    BOSTON UNIVERSITY
    C/O JUSTIN MORRILL SCH FU
    HYANNIS,MA02601     		NONE NONE SCHOLARSHIP 18,000
    SALEM STATE UNIVERSITY
    C/O JUSTIN MORRILL SCH FU
    HYANNIS,MA02601     		NONE NONE SCHOLARSHIP 1,000
    UNIVERSITY OF WEST FLORIDA
    C/O JUSTIN MORRILL SCH FU
    HYANNIS,MA02601     		NONE NONE SCHOLARSHIP 4,750
    LINCOLN TECHNICAL INSTITUTE
    C/O JUSTIN MORRILL SCH FU
    HYANNIS,MA02601     		NONE NONE SCHOLARSHIP 1,000
    WORCESTER POLYTECHNIC INSTITUTE
    C/O JUSTIN MORRILL SCH FU
    HYANNIS,MA02601     		NONE NONE SCHOLARSHIP 3,500
    Total .................................bullet 3a 379,250
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    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 ............     		         
    4 Dividends and interest from securities....     14 119,624  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 984,162  
    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)..   1,103,786  
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,103,786
    (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.)
    11 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    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) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    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) of the Code (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 or fiduciary) 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 namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    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 Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2013
    Name of the organization
    JUSTIN SMITH MORRILL SCHOLARSHIP FUND
     
    Employer identification number

    27-6509486
    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 is not covered by the General Rule and/or the Special Rules does not 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 does not 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) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 2
    Name of organization
    JUSTIN SMITH MORRILL SCHOLARSHIP FUND
          		Employer identification number

    27-6509486
    Part I
    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
     
     

    Fostine Todd Estate  
    c/o TD Bank
    PO Box 1330
    Hyannis, MA02601

    		$29,590


    (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.)
    (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) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 3
    Name of organization
    JUSTIN SMITH MORRILL SCHOLARSHIP FUND
          		Employer identification number

    27-6509486
    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
    1
    		 stocks and bonds $29,590 2013-12-31
    (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) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    Name of organization
    JUSTIN SMITH MORRILL SCHOLARSHIP FUND
          		Employer identification number

    27-6509486
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. 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) (2013)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2013 AccountingFeesSchedule
    Name:
    JUSTIN SMITH MORRILL SCHOLARSHIP FUND
    EIN: 27-6509486
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 575 575    

    TY 2013 OtherDecreasesSchedule
    Name:
    JUSTIN SMITH MORRILL SCHOLARSHIP FUND
    EIN: 27-6509486
    Description Amount
    CASH ACCRUAL ADJUSTING ENTRY 69
    BASIS ADJUSTMENT 266


    TY 2013 OtherExpensesSchedule
    Name:
    JUSTIN SMITH MORRILL SCHOLARSHIP FUND
    EIN: 27-6509486
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER NON-ALLOCABLE EXPENSE - 70 70   0


    TY 2013 SubstantialContributorsSch
    Name:
    JUSTIN SMITH MORRILL SCHOLARSHIP FUND
    EIN: 27-6509486
    Name Address
    Fostine Todd Estate c/o TD Bank
    PO Box 1330
    Hyannis,MA02601


    TY 2013 TaxesSchedule
    Name:
    JUSTIN SMITH MORRILL SCHOLARSHIP FUND
    EIN: 27-6509486
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL ESTIMATES - INCOME 1,340 0   0