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
Boveri-Trackman Family Foundation Inc
 

Number and street (or P.O. box number if mail is not delivered to street address)c/o Wilder and Shea One Hollis St R   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wellesley, MA02482
A Employer identification number

04-3189191
B Telephone number (see instructions)

(781) 235-3400
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$1,940,859J 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)  
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 36,662 36,662  
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 227,347
b Gross sales price for all assets on line 6a 1,097,628
7 Capital gain net income (from Part IV, line 2)... 227,347
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........ 264,009 264,009  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 1,058 529   529
b Accounting fees (attach schedule)....... Click to see attachment 10,026 5,013   5,013
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 520 272    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 3 3    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 11,607 5,817   5,542
25 Contributions, gifts, grants paid........ 101,660 101,660
26 Total expenses and disbursements. Add lines 24 and 25 113,267 5,817   107,202
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 150,742
b Net investment income (if negative, enter -0-) 258,192
c Adjusted net income (if negative, enter -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...............      
2 Savings and temporary cash investments.......... 70,147 265,037 265,037
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 1,104,025 Click to see attachment1,139,173 1,000,302
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 545,127 Click to see attachment468,411 678,865
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)   Click to see attachment-2,580 Click to see attachment-3,345
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,719,299 1,870,041 1,940,859
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.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 1,719,299 1,870,041
30 Total net assets or fund balances (see page 17 of the
instructions).................... 1,719,299 1,870,041
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 1,719,299 1,870,041
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 1,719,299
2 Enter amount from Part I, line 27a..................... 2 150,742
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 1,870,041
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 1,870,041
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 Bank of America P 2012-01-25 2013-01-18
b Bank of America P 2012-08-02 2013-01-18
c Blackrock Build America P 2010-10-08 2013-02-15
d Blackrock Build America P 2010-10-08 2013-02-15
e Blackrock Build America P 2010-11-05 2013-02-15
Blackrock Build America P 2010-11-05 2013-02-15
Blackrock Build America P 2010-11-05 2013-02-15
Blackrock Build America P 2010-11-05 2013-02-15
Blackrock Build America P 2010-11-08 2013-02-15
Caesars Entertainment P 2012-09-18 2013-08-13
Caesars Entertainment P 2012-04-25 2013-08-13
Caesars Entertainment P 2012-04-30 2013-08-13
Caesars Entertainment P 2012-07-20 2013-08-13
Caesars Entertainment P 2012-07-25 2013-08-13
Caesars Entertainment P 2012-09-18 2013-08-16
Call Altria Group P 2013-09-13 2013-10-18
Call Caesars P 2013-02-07 2013-06-21
Call Cisco Systems P 2013-03-18 2013-03-18
Call Cisco Systems P 2013-03-18 2013-03-18
Call Cisco Systems P 2013-03-18 2013-03-18
Call Cisco Systems P 2013-03-18 2013-03-18
Call Cisco Systems P 2013-03-18 2013-03-18
Call Cisco Systems P 2013-03-18 2013-03-18
Call Cisco Systems P 2013-03-25 2013-03-25
Call Coca Cola P 2013-01-29 2013-01-29
Call Coca Cola P 2013-01-29 2013-01-29
Call Coca Cola P 2013-06-13 2013-06-21
Call Coca Cola P 2013-06-13 2013-06-21
Call Coca Cola P 2013-06-13 2013-06-21
Call Coca Cola P 2013-03-14 2013-08-16
Call Coca Cola P 2013-09-04 2013-10-18
Call Coca Cola P 2013-10-21 2013-12-20
Call Dupont Demour P 2012-11-30 2013-01-19
Call Ford Motor P 2013-01-17 2013-01-17
Call Ford Motor P 2013-01-22 2013-01-22
Call Ford Motor P 2013-01-30 2013-03-16
Call Ford Motor P 2013-12-09 2013-12-20
Call General Electric P 2012-10-19 2013-01-19
Call General Electric P 2013-01-28 2013-06-21
Call General Electric P 2013-01-28 2013-06-21
Call General Electric P 2013-07-23 2013-09-20
Call Halliburton P 2012-11-19 2013-04-20
Call Halliburton P 2013-04-22 2013-06-21
Call Halliburton P 2013-06-25 2013-06-28
Call MSCI Shares Japan P 2012-02-02 2013-01-19
Call MSCI Shares Japan P 2013-06-21 2013-06-21
Call MSCI Shares Japan P 2013-06-21 2013-09-20
Call McDonalds P 2013-01-03 2013-02-16
Call McDonalds P 2013-01-04 2013-02-16
Call McDonalds P 2013-04-22 2013-04-22
Call McDonalds P 2013-04-22 2013-04-22
Call McDonalds P 2013-04-22 2013-04-22
Call McDonalds P 2013-04-22 2013-04-22
Call McDonalds P 2013-04-25 2013-05-18
Call McDonalds P 2013-06-04 2013-06-21
Call McDonalds P 2013-06-26 2013-08-16
Call McDonalds P 2013-09-06 2013-10-18
Call Occidental Pete P 2013-03-26 2013-04-20
Call Powershares P 2013-01-08 2013-03-28
Call Powershares P 2013-01-08 2013-03-28
Call Powershares P 2013-01-08 2013-03-28
Call Powershares P 2013-01-08 2013-03-28
Call Powershares P 2013-08-19 2013-08-19
Call Powershares P 2013-08-19 2013-08-19
Call Powershares P 2013-08-19 2013-08-19
Call Powershares P 2013-08-19 2013-08-19
Call Rackspace P 2013-05-06 2013-05-18
Call Rackspace P 2013-07-12 2013-08-16
Call Rackspace P 2013-08-19 2013-10-18
Call Rackspace P 2013-08-19 2013-10-18
Call Rackspace P 2013-10-21 2013-11-15
Call Range Resources P 2013-05-28 2013-07-19
Call Range Resources P 2013-07-22 2013-08-16
Call Range Resources P 2013-08-19 2013-09-20
Call Range Resources P 2013-10-28 2013-10-28
Call Range Resources P 2013-10-25 2013-01-15
Call Schlumberger P 2013-07-22 2013-08-16
Call Sect SPDR Fincl Funds P 2013-01-10 2013-01-10
Call Sect SPDR Fincl Funds P 2013-01-10 2013-01-10
Call Sect SPDR Fincl Funds P 2013-01-10 2013-01-10
Call Sect SPDR Fincl Funds P 2013-01-17 2013-01-17
Call Sect SPDR Fincl Funds P 2013-01-17 2013-01-17
Call Skyworks P 2013-01-02 2013-05-18
Call Skyworks P 2013-07-02 2013-01-15
Call Skyworks P 2013-07-02 2013-01-15
Call Skyworks P 2013-07-02 2013-01-15
Call Skyworks P 2013-07-02 2013-01-15
Call SPDR SP 500 P 2013-07-30 2013-08-23
Call SPDR SP 500 P 2013-07-30 2013-08-23
Call Transocean P 2013-09-11 2013-10-18
Call UBS P 2013-01-15 2013-01-15
Call UBS P 2013-03-13 2013-03-13
Call US Steel P 2013-05-30 2013-07-19
Call US Steel P 2013-05-30 2013-07-19
Call US Steel P 2013-07-24 2013-08-16
Call US Steel P 2013-07-24 2013-08-16
Call US Steel P 2013-07-24 2013-08-16
Call US Steel P 2013-08-20 2013-09-20
Call US Steel P 2013-08-20 2013-09-20
Call US Steel P 2013-08-20 2013-09-20
Call US Steel P 2013-08-20 2013-09-20
Call US Steel P 2013-08-20 2013-09-20
Call US Steel P 2013-11-22 2013-12-20
Call US Steel P 2013-11-22 2013-12-20
Call US Steel P 2013-11-22 2013-12-20
Cisco Systems P 2011-04-18 2013-05-17
Cisco Systems P 2011-04-25 2013-05-17
Cisco Systems P 2011-05-26 2013-05-17
Cisco Systems P 2011-07-07 2013-05-17
Coca Cola P 2011-01-07 2013-05-17
Coca Cola P 2011-01-14 2013-05-17
Direxion P 2013-08-20 2013-09-19
Du Pont E I De Nemour P 2012-10-09 2013-07-19
Du Pont E I De Nemour P 2012-10-17 2013-07-19
Du Pont E I De Nemour P 2012-11-08 2013-07-19
Du Pont E I De Nemour P 2012-11-30 2013-07-19
Du Pont E I De Nemour P 2013-01-28 2013-07-22
Exxon Mobil P 2013-09-12 2013-11-06
Exxon Mobil P 2013-09-12 2013-11-06
Exxon Mobil P 2013-09-23 2013-11-06
Exxon Mobil P 2013-09-25 2013-11-06
Exxon Mobil P 2013-09-26 2013-11-06
Ford Motor P 2011-12-21 2013-07-19
Ford Motor P 2011-12-21 2013-07-19
Ford Motor P 2012-04-23 2013-07-19
Ford Motor P 2012-04-30 2013-07-19
General Electric P 2009-09-03 2013-11-15
General Electric P 2009-09-24 2013-11-15
General Electric P 2009-10-02 2013-11-15
Halliburton P 2011-01-04 2013-07-19
Halliburton P 2011-01-06 2013-07-19
Halliburton P 2011-12-12 2013-07-19
Halliburton P 2012-03-16 2013-07-19
Hess P 2012-03-02 2013-02-15
Hess P 2012-03-06 2013-02-15
Hess P 2012-03-09 2013-02-15
Hess P 2012-03-12 2013-02-15
Hess P 2012-03-22 2013-02-15
Hess P 2012-04-17 2013-02-15
Hess P 2012-04-25 2013-02-15
McDonalds P 2011-01-04 2013-07-19
McDonalds P 2012-04-16 2013-07-19
McDonalds P 2012-04-25 2013-07-19
McDonalds P 2012-05-15 2013-07-19
McDonalds P 2012-05-18 2013-07-19
McDonalds P 2012-06-04 2013-07-19
Novartis P 2011-03-14 2013-07-19
Novartis P 2011-03-17 2013-07-19
Occidental Pete P 2013-03-25 2013-05-17
Occidental Pete P 2013-03-25 2013-05-17
Occidental Pete P 2013-03-26 2013-05-17
Occidental Pete P 2013-04-19 2013-05-17
Powershared QQQ Trust P 2010-02-09 2013-11-15
Powershared QQQ Trust P 2011-08-19 2013-11-15
Powershared QQQ Trust P 2012-05-24 2013-11-15
Powershared QQQ Trust P 2012-05-24 2013-11-15
Range Resources P 2011-04-29 2013-03-15
Range Resources P 2011-06-15 2013-03-15
Range Resources P 2011-12-12 2013-03-15
Range Resources P 2011-12-15 2013-03-15
Range Resources P 2012-01-09 2013-03-15
Range Resources P 2012-01-09 2013-03-15
Range Resources P 2013-04-15 2013-12-20
Range Resources P 2013-04-16 2013-12-20
Range Resources P 2013-04-16 2013-12-20
Range Resources P 2013-04-17 2013-12-20
Range Resources P 2013-05-28 2013-12-20
Schlumberger P 2013-03-27 2013-09-20
Schlumberger P 2013-04-19 2013-09-20
Schlumberger P 2013-05-31 2013-09-20
Schlumberger P 2013-07-22 2013-09-20
Sector SPDR P 2009-03-24 2013-06-18
Sector SPDR P 2009-03-24 2013-06-20
Sector SPDR P 2009-04-02 2013-06-20
Sector SPDR P 2010-08-11 2013-06-20
Sector SPDR P 2010-11-22 2013-06-20
Sector SPDR P 2011-03-16 2013-06-20
Sector SPDR P 2011-06-15 2013-06-20
Sector SPDR P 2011-08-11 2013-06-20
Sector SPDR P 2012-04-30 2013-09-19
SPDR Dow Jones P 2009-01-14 2013-03-14
SPDR Dow Jones P 2009-02-03 2013-03-14
SPDR Dow Jones P 2009-02-11 2013-03-14
SPDR Dow Jones P 2009-02-19 2013-03-14
(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 15,552   11,017 4,535
b 5,184   3,569 1,615
c 4,488   3,994 494
d 17,991   15,975 2,016
e 2,244   1,974 270
2,244   1,974 270
2,244   1,974 270
4,488   3,948 540
11,221   9,844 1,377
1,542   713 829
3,084   2,485 599
4,627   4,272 355
1,542   897 645
1,542   830 712
3,078   1,426 1,652
137     137
633     633
20   84 -64
20   84 -64
20   84 -64
20   84 -64
41   167 -126
81   335 -254
632   287 345
47   19 28
187   77 110
40     40
40     40
323     323
193     193
93     93
133     133
103     103
83   1,707 -1,624
652   567 85
113     113
103     103
163     163
37     37
56     56
62     62
283     283
393     393
123     123
1,128     1,128
428   413 15
1,617     1,617
313     313
383     383
10   22 -12
10   22 -12
31   65 -34
52   108 -56
203     203
672     672
303     303
543     543
247     247
85     85
43     43
21     21
64     64
33   59 -26
33   59 -26
33   59 -26
67   117 -50
462     462
226     226
272     272
272     272
612     612
2,233     2,233
1,133     1,133
587     587
687   288 399
833     833
203     203
13   21 -8
53   83 -30
67   103 -36
137   223 -86
206   334 -128
533     533
57     57
57     57
57     57
115     115
195     195
391     391
162     162
2,581   6,053 -3,472
4,256   403 3,853
47     47
425     425
76     76
115     115
153     153
12     12
12     12
25     25
25     25
49     49
27     27
53     53
53     53
4,315   3,337 978
6,472   5,142 1,330
4,315   3,269 1,046
6,472   4,779 1,693
16,053   12,543 3,510
24,080   18,930 5,150
14,440   13,749 691
10,555   9,929 626
15,832   14,907 925
5,277   4,341 936
21,109   17,305 3,804
11,431   9,619 1,812
181   176 5
17,890   17,470 420
9,036   8,837 199
9,036   8,709 327
9,036   8,708 328
3,100   2,191 909
4,462   3,153 1,309
3,025   2,285 740
4,537   3,373 1,164
5,039   2,689 2,350
5,039   3,325 1,714
2,520   1,559 961
13,294   11,883 1,411
8,863   7,585 1,278
8,863   6,451 2,412
13,294   10,185 3,109
6,270   6,533 -263
6,270   6,365 -95
12,541   12,673 -132
6,270   6,227 43
12,541   11,871 670
6,270   5,584 686
12,541   10,111 2,430
10,081   7,482 2,599
10,081   9,674 407
10,081   9,508 573
20,163   18,299 1,864
30,244   27,009 3,235
20,163   17,325 2,838
14,581   10,819 3,762
21,872   16,125 5,747
428   390 38
25,252   22,983 2,269
17,120   15,517 1,603
8,560   7,951 609
16,101   8,649 7,452
16,101   10,081 6,020
4,025   3,108 917
4,025   3,108 917
15,185   10,971 4,214
15,185   10,225 4,960
7,592   6,440 1,152
15,185   11,881 3,304
7,592   5,902 1,690
15,185   11,806 3,379
16,531   14,977 1,554
8,532   7,365 1,167
16,531   14,732 1,799
8,532   7,206 1,326
30,396   30,881 -485
42,751   37,379 5,372
8,550   6,977 1,573
17,101   14,777 2,324
17,101   16,853 248
1,756   965 791
1,764   965 799
5,293   2,832 2,461
8,821   7,149 1,672
3,681   2,931 750
5,521   4,791 730
3,681   2,949 732
5,521   3,855 1,666
20,293   15,429 4,864
14,049   8,211 5,838
70,246   39,849 30,397
42,147   23,802 18,345
14,066   7,541 6,525
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       4,535
b       1,615
c       494
d       2,016
e       270
      270
      270
      540
      1,377
      829
      599
      355
      645
      712
      1,652
      137
      633
      -64
      -64
      -64
      -64
      -126
      -254
      345
      28
      110
      40
      40
      323
      193
      93
      133
      103
      -1,624
      85
      113
      103
      163
      37
      56
      62
      283
      393
      123
      1,128
      15
      1,617
      313
      383
      -12
      -12
      -34
      -56
      203
      672
      303
      543
      247
      85
      43
      21
      64
      -26
      -26
      -26
      -50
      462
      226
      272
      272
      612
      2,233
      1,133
      587
      399
      833
      203
      -8
      -30
      -36
      -86
      -128
      533
      57
      57
      57
      115
      195
      391
      162
      -3,472
      3,853
      47
      425
      76
      115
      153
      12
      12
      25
      25
      49
      27
      53
      53
      978
      1,330
      1,046
      1,693
      3,510
      5,150
      691
      626
      925
      936
      3,804
      1,812
      5
      420
      199
      327
      328
      909
      1,309
      740
      1,164
      2,350
      1,714
      961
      1,411
      1,278
      2,412
      3,109
      -263
      -95
      -132
      43
      670
      686
      2,430
      2,599
      407
      573
      1,864
      3,235
      2,838
      3,762
      5,747
      38
      2,269
      1,603
      609
      7,452
      6,020
      917
      917
      4,214
      4,960
      1,152
      3,304
      1,690
      3,379
      1,554
      1,167
      1,799
      1,326
      -485
      5,372
      1,573
      2,324
      248
      791
      799
      2,461
      1,672
      750
      730
      732
      1,666
      4,864
      5,838
      30,397
      18,345
      6,525
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 2 227,347
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 58,135
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 116,947 1,584,213 000.073820
2011 76,015 1,601,125 000.047476
2010 68,168 1,552,987 000.043895
2009 36,177 1,358,939 000.026622
2008 24,114 447,633 000.053870
2 Total of line 1, column (d) ...................... 2 000.245683
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. . . 		3 000.049137
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 1,779,791
5 Multiply line 4 by line 3....................... 5 87,454
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,582
7 Add lines 5 and 6......................... 7 90,036
8 Enter qualifying distributions from Part XII, line 4.............. 8 107,202
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 2,582
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 2,582
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 2,582
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 1,400
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 3,188
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Tax Paid Original Return: 4588 7 4,588
8 Enter any penalty for underpayment of estimated tax. 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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,006
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet2,006 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 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.
    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
     
    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 ofbulletWilder & Shea Telephone no.bullet (617) 235-3400
    Located atbullet1 Hollis StWellesleyMA ZIP+4bullet02181
    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
     
     
    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
    Philip Trackman President, Director
    000.00     		0    
    12 Ash St
    Cambridge,MA02138
    Kathleen Fowler Treasurer, Director, Asst Clerk
    000.00     		0    
    586 Main St PO Box 2038
    Dennis,MA02638
    Leslie B Shea Clerk, Director
    000.00     		0    
    1 Hollis St Ste 410
    Wellesley,MA02482
    Stephen Trackman Director
    000.00     		0    
    124 Delissa Ct
    Stateline,NV89449
    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
     
    Total number of other employees paid over $50,000...................bullet  
    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
     
    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 Not applicable 0
    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 Not applicable  
    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
    88,990
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    2,582
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,582
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    86,408
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    86,408
    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
    86,408
    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 86,408
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012....... 38,252
    fTotal of lines 3a through e......... 38,252
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 107,202
    a Applied to 2012, 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 2013 distributable amount..... 86,408
    e Remaining amount distributed out of corpus 20,794
    5 Excess distributions carryover applied to 2013.    
    (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 59,046
    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 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		59,046
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012.... 38,252
    e Excess from 2013.... 20,794
    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).)
    Philip Trackman
    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 of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (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
    Pound Hounds
    PO Box 212
    Boston,MA01740     		    Humanitarian donation 9,240
    Heifer International
    1 World Ave
    Little Rock,AR72202     		    Arts donation 13,200
    American Cancer Society
    250 Williams St NW
    Atlanta,GA30303     		    Humanitarian donation 13,200
    American Diabetes Association
    1701 North Beauregard St
    Alexandria,VA22311     		    Humanitarian donation 13,200
    American Red Cross
    2025 E St NW
    Washington,DC20006     		    Arts donation 13,200
    Art Corps
    4408 Delridge Way SW Suite 110
    Seattle,WA98106     		    Arts donation 13,200
    Doctors Without Borders
    333 7th Ave 2nd Floor
    New York,NY10001     		    Humanitarian donation 5,000
    March of Dimes
    1275 Mamaroneck Ave
    White Plains,NY10605     		    Humanitarian donation 2,500
    Planned Parenthood
    434 West 33rd St
    New York,NY10605     		    Social donation 2,000
    Union of Concerned Scientists
    2 Brattle Square
    Cambridge,MA02238     		    Humanitarian donation 5,000
    US Fund for UNICEF
    125 Maiden Lane
    New York,NY10038     		    Humanitarian donation 2,500
    WBUR
    890 Commonwealth Ave
    Boston,MA02215     		    Arts donation 3,960
    WCRB
    450 Broad St
    Church,VA22046     		    Arts donation 1,500
    WGBH
    800 3rd Ave
    New York,NY10022     		    Arts donation 3,960
    Total .................................bullet 3a 101,660
    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 36,958  
    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 .............     		    14 227,347  
    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)..   264,305  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13264,305
    (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 (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: 13000230
    Software Version: 13.5.0.0
    Part VI Line 7 - Tax Paid Original Return: 4588


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 AccountingFeesSchedule
    Name:
    Boveri-Trackman Family Foundation Inc
    EIN: 04-3189191
    Software ID:13000230
    Software Version:13.5.0.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting 10,026 5,013   5,013

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

    TY 2013 GainLossSaleOtherAssetsSch
    Name:
    Boveri-Trackman Family Foundation Inc
    EIN: 04-3189191
    Software ID:13000230
    Software Version:13.5.0.0
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    Bank of America 2012-01 P 2013-01   15,552 11,017     4,535  
    Bank of America 2012-08 P 2013-01   5,184 3,569     1,615  
    Blackrock Build America 2010-10 P 2013-02   4,488 3,994     494  
    Blackrock Build America 2010-10 P 2013-02   17,991 15,975     2,016  
    Blackrock Build America 2010-11 P 2013-02   2,244 1,974     270  
    Blackrock Build America 2010-11 P 2013-02   2,244 1,974     270  
    Blackrock Build America 2010-11 P 2013-02   2,244 1,974     270  
    Blackrock Build America 2010-11 P 2013-02   4,488 3,948     540  
    Blackrock Build America 2010-11 P 2013-02   11,221 9,844     1,377  
    Caesars Entertainment 2012-09 P 2013-08   1,542 713     829  
    Caesars Entertainment 2012-04 P 2013-08   3,084 2,485     599  
    Caesars Entertainment 2012-04 P 2013-08   4,627 4,272     355  
    Caesars Entertainment 2012-07 P 2013-08   1,542 897     645  
    Caesars Entertainment 2012-07 P 2013-08   1,542 830     712  
    Caesars Entertainment 2012-09 P 2013-08   3,078 1,426     1,652  
    Call Altria Group 2013-09 P 2013-10   137       137  
    Call Caesars 2013-02 P 2013-06   633       633  
    Call Cisco Systems 2013-03 P 2013-03   20 84     -64  
    Call Cisco Systems 2013-03 P 2013-03   20 84     -64  
    Call Cisco Systems 2013-03 P 2013-03   20 84     -64  
    Call Cisco Systems 2013-03 P 2013-03   20 84     -64  
    Call Cisco Systems 2013-03 P 2013-03   41 167     -126  
    Call Cisco Systems 2013-03 P 2013-03   81 335     -254  
    Call Cisco Systems 2013-03 P 2013-03   632 287     345  
    Call Coca Cola 2013-01 P 2013-01   47 19     28  
    Call Coca Cola 2013-01 P 2013-01   187 77     110  
    Call Coca Cola 2013-06 P 2013-06   40       40  
    Call Coca Cola 2013-06 P 2013-06   40       40  
    Call Coca Cola 2013-06 P 2013-06   323       323  
    Call Coca Cola 2013-03 P 2013-08   193       193  
    Call Coca Cola 2013-09 P 2013-10   93       93  
    Call Coca Cola 2013-10 P 2013-12   133       133  
    Call Dupont Demour 2012-11 P 2013-01   103       103  
    Call Ford Motor 2013-01 P 2013-01   83 1,707     -1,624  
    Call Ford Motor 2013-01 P 2013-01   652 567     85  
    Call Ford Motor 2013-01 P 2013-03   113       113  
    Call Ford Motor 2013-12 P 2013-12   103       103  
    Call General Electric 2012-10 P 2013-01   163       163  
    Call General Electric 2013-01 P 2013-06   37       37  
    Call General Electric 2013-01 P 2013-06   56       56  
    Call General Electric 2013-07 P 2013-09   62       62  
    Call Halliburton 2012-11 P 2013-04   283       283  
    Call Halliburton 2013-04 P 2013-06   393       393  
    Call Halliburton 2013-06 P 2013-06   123       123  
    Call MSCI Shares Japan 2012-02 P 2013-01   1,128       1,128  
    Call MSCI Shares Japan 2013-06 P 2013-06   428 413     15  
    Call MSCI Shares Japan 2013-06 P 2013-09   1,617       1,617  
    Call McDonalds 2013-01 P 2013-02   313       313  
    Call McDonalds 2013-01 P 2013-02   383       383  
    Call McDonalds 2013-04 P 2013-04   10 22     -12  
    Call McDonalds 2013-04 P 2013-04   10 22     -12  
    Call McDonalds 2013-04 P 2013-04   31 65     -34  
    Call McDonalds 2013-04 P 2013-04   52 108     -56  
    Call McDonalds 2013-04 P 2013-05   203       203  
    Call McDonalds 2013-06 P 2013-06   672       672  
    Call McDonalds 2013-06 P 2013-08   303       303  
    Call McDonalds 2013-09 P 2013-10   543       543  
    Call Occidental Pete 2013-03 P 2013-04   247       247  
    Call Powershares 2013-01 P 2013-03   85       85  
    Call Powershares 2013-01 P 2013-03   43       43  
    Call Powershares 2013-01 P 2013-03   21       21  
    Call Powershares 2013-01 P 2013-03   64       64  
    Call Powershares 2013-08 P 2013-08   33 59     -26  
    Call Powershares 2013-08 P 2013-08   33 59     -26  
    Call Powershares 2013-08 P 2013-08   33 59     -26  
    Call Powershares 2013-08 P 2013-08   67 117     -50  
    Call Rackspace 2013-05 P 2013-05   462       462  
    Call Rackspace 2013-07 P 2013-08   226       226  
    Call Rackspace 2013-08 P 2013-10   272       272  
    Call Rackspace 2013-08 P 2013-10   272       272  
    Call Rackspace 2013-10 P 2013-11   612       612  
    Call Range Resources 2013-05 P 2013-07   2,233       2,233  
    Call Range Resources 2013-07 P 2013-08   1,133       1,133  
    Call Range Resources 2013-08 P 2013-09   587       587  
    Call Range Resources 2013-10 P 2013-10   687 288     399  
    Call Range Resources 2013-10 P 2013-01   833       833  
    Call Schlumberger 2013-07 P 2013-08   203       203  
    Call Sect SPDR Fincl Funds 2013-01 P 2013-01   13 21     -8  
    Call Sect SPDR Fincl Funds 2013-01 P 2013-01   53 83     -30  
    Call Sect SPDR Fincl Funds 2013-01 P 2013-01   67 103     -36  
    Call Sect SPDR Fincl Funds 2013-01 P 2013-01   137 223     -86  
    Call Sect SPDR Fincl Funds 2013-01 P 2013-01   206 334     -128  
    Call Skyworks 2013-01 P 2013-05   533       533  
    Call Skyworks 2013-07 P 2013-01   57       57  
    Call Skyworks 2013-07 P 2013-01   57       57  
    Call Skyworks 2013-07 P 2013-01   57       57  
    Call Skyworks 2013-07 P 2013-01   115       115  
    Call SPDR SP 500 2013-07 P 2013-08   195       195  
    Call SPDR SP 500 2013-07 P 2013-08   391       391  
    Call Transocean 2013-09 P 2013-10   162       162  
    Call UBS 2013-01 P 2013-01   2,581 6,053     -3,472  
    Call UBS 2013-03 P 2013-03   4,256 403     3,853  
    Call US Steel 2013-05 P 2013-07   47       47  
    Call US Steel 2013-05 P 2013-07   425       425  
    Call US Steel 2013-07 P 2013-08   76       76  
    Call US Steel 2013-07 P 2013-08   115       115  
    Call US Steel 2013-07 P 2013-08   153       153  
    Call US Steel 2013-08 P 2013-09   12       12  
    Call US Steel 2013-08 P 2013-09   12       12  
    Call US Steel 2013-08 P 2013-09   25       25  
    Call US Steel 2013-08 P 2013-09   25       25  
    Call US Steel 2013-08 P 2013-09   49       49  
    Call US Steel 2013-11 P 2013-12   27       27  
    Call US Steel 2013-11 P 2013-12   53       53  
    Call US Steel 2013-11 P 2013-12   53       53  
    Cisco Systems 2011-04 P 2013-05   4,315 3,337     978  
    Cisco Systems 2011-04 P 2013-05   6,472 5,142     1,330  
    Cisco Systems 2011-05 P 2013-05   4,315 3,269     1,046  
    Cisco Systems 2011-07 P 2013-05   6,472 4,779     1,693  
    Coca Cola 2011-01 P 2013-05   16,053 12,543     3,510  
    Coca Cola 2011-01 P 2013-05   24,080 18,930     5,150  
    Direxion 2013-08 P 2013-09   14,440 13,749     691  
    Du Pont E I De Nemour 2012-10 P 2013-07   10,555 9,929     626  
    Du Pont E I De Nemour 2012-10 P 2013-07   15,832 14,907     925  
    Du Pont E I De Nemour 2012-11 P 2013-07   5,277 4,341     936  
    Du Pont E I De Nemour 2012-11 P 2013-07   21,109 17,305     3,804  
    Du Pont E I De Nemour 2013-01 P 2013-07   11,431 9,619     1,812  
    Exxon Mobil 2013-09 P 2013-11   181 176     5  
    Exxon Mobil 2013-09 P 2013-11   17,890 17,470     420  
    Exxon Mobil 2013-09 P 2013-11   9,036 8,837     199  
    Exxon Mobil 2013-09 P 2013-11   9,036 8,709     327  
    Exxon Mobil 2013-09 P 2013-11   9,036 8,708     328  
    Ford Motor 2011-12 P 2013-07   3,100 2,191     909  
    Ford Motor 2011-12 P 2013-07   4,462 3,153     1,309  
    Ford Motor 2012-04 P 2013-07   3,025 2,285     740  
    Ford Motor 2012-04 P 2013-07   4,537 3,373     1,164  
    General Electric 2009-09 P 2013-11   5,039 2,689     2,350  
    General Electric 2009-09 P 2013-11   5,039 3,325     1,714  
    General Electric 2009-10 P 2013-11   2,520 1,559     961  
    Halliburton 2011-01 P 2013-07   13,294 11,883     1,411  
    Halliburton 2011-01 P 2013-07   8,863 7,585     1,278  
    Halliburton 2011-12 P 2013-07   8,863 6,451     2,412  
    Halliburton 2012-03 P 2013-07   13,294 10,185     3,109  
    Hess 2012-03 P 2013-02   6,270 6,533     -263  
    Hess 2012-03 P 2013-02   6,270 6,365     -95  
    Hess 2012-03 P 2013-02   12,541 12,673     -132  
    Hess 2012-03 P 2013-02   6,270 6,227     43  
    Hess 2012-03 P 2013-02   12,541 11,871     670  
    Hess 2012-04 P 2013-02   6,270 5,584     686  
    Hess 2012-04 P 2013-02   12,541 10,111     2,430  
    McDonalds 2011-01 P 2013-07   10,081 7,482     2,599  
    McDonalds 2012-04 P 2013-07   10,081 9,674     407  
    McDonalds 2012-04 P 2013-07   10,081 9,508     573  
    McDonalds 2012-05 P 2013-07   20,163 18,299     1,864  
    McDonalds 2012-05 P 2013-07   30,244 27,009     3,235  
    McDonalds 2012-06 P 2013-07   20,163 17,325     2,838  
    Novartis 2011-03 P 2013-07   14,581 10,819     3,762  
    Novartis 2011-03 P 2013-07   21,872 16,125     5,747  
    Occidental Pete 2013-03 P 2013-05   428 390     38  
    Occidental Pete 2013-03 P 2013-05   25,252 22,983     2,269  
    Occidental Pete 2013-03 P 2013-05   17,120 15,517     1,603  
    Occidental Pete 2013-04 P 2013-05   8,560 7,951     609  
    Powershared QQQ Trust 2010-02 P 2013-11   16,101 8,649     7,452  
    Powershared QQQ Trust 2011-08 P 2013-11   16,101 10,081     6,020  
    Powershared QQQ Trust 2012-05 P 2013-11   4,025 3,108     917  
    Powershared QQQ Trust 2012-05 P 2013-11   4,025 3,108     917  
    Range Resources 2011-04 P 2013-03   15,185 10,971     4,214  
    Range Resources 2011-06 P 2013-03   15,185 10,225     4,960  
    Range Resources 2011-12 P 2013-03   7,592 6,440     1,152  
    Range Resources 2011-12 P 2013-03   15,185 11,881     3,304  
    Range Resources 2012-01 P 2013-03   7,592 5,902     1,690  
    Range Resources 2012-01 P 2013-03   15,185 11,806     3,379  
    Range Resources 2013-04 P 2013-12   16,531 14,977     1,554  
    Range Resources 2013-04 P 2013-12   8,532 7,365     1,167  
    Range Resources 2013-04 P 2013-12   16,531 14,732     1,799  
    Range Resources 2013-04 P 2013-12   8,532 7,206     1,326  
    Range Resources 2013-05 P 2013-12   30,396 30,881     -485  
    Schlumberger 2013-03 P 2013-09   42,751 37,379     5,372  
    Schlumberger 2013-04 P 2013-09   8,550 6,977     1,573  
    Schlumberger 2013-05 P 2013-09   17,101 14,777     2,324  
    Schlumberger 2013-07 P 2013-09   17,101 16,853     248  
    Sector SPDR 2009-03 P 2013-06   1,756 965     791  
    Sector SPDR 2009-03 P 2013-06   1,764 965     799  
    Sector SPDR 2009-04 P 2013-06   5,293 2,832     2,461  
    Sector SPDR 2010-08 P 2013-06   8,821 7,149     1,672  
    Sector SPDR 2010-11 P 2013-06   3,681 2,931     750  
    Sector SPDR 2011-03 P 2013-06   5,521 4,791     730  
    Sector SPDR 2011-06 P 2013-06   3,681 2,949     732  
    Sector SPDR 2011-08 P 2013-06   5,521 3,855     1,666  
    Sector SPDR 2012-04 P 2013-09   20,293 15,429     4,864  
    SPDR Dow Jones 2009-01 P 2013-03   14,049 8,211     5,838  
    SPDR Dow Jones 2009-02 P 2013-03   70,246 39,849     30,397  
    SPDR Dow Jones 2009-02 P 2013-03   42,147 23,802     18,345  
    SPDR Dow Jones 2009-02 P 2013-03   14,066 7,541     6,525  

    TY 2013 GeneralExplanationAttachment
    Name:
    Boveri-Trackman Family Foundation Inc
    EIN: 04-3189191
    Software ID:13000230
    Software Version:13.5.0.0
    Identifier Return Reference Explanation

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    Boveri-Trackman Family Foundation Inc
    EIN: 04-3189191
    Software ID:13000230
    Software Version:13.5.0.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    800 shares of Altria Group 27,310 30,712
    600 shares of Cisco Systems 11,813 13,458
    3000 shares of Coca Cola 104,578 123,930
    1200 shares of Ford Motor 19,159 18,516
    1100 shares of General Electric 22,096 30,833
    500 shares of Halliburton 21,012 25,375
    2700 shares of McDonalds 257,837 261,981
    500 shares of Merck Co 22,305 25,025
    2500 shares of Morgan Stanley 80,930 78,400
    1300 shares of Rackspace Hosting 56,875 50,869
    1000 shares of Skyworks 27,110 28,560
    2500 shares of Transocean 148,452 123,550
    2500 shares of UBS AG 153,854 48,125
    1200 shares of Umpqua Holdings 28,038 22,968
    4000 shares of US Steel 157,804 118,000

    TY 2013 InvestmentsOtherSchedule2
    Name:
    Boveri-Trackman Family Foundation Inc
    EIN: 04-3189191
    Software ID:13000230
    Software Version:13.5.0.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Armour Residential REIT   34,607 20,050
    Global X ETF   4,398 4,692
    Ishares MSCI Japan   75,980 84,973
    Mkt Vectors Pharma   37,174 58,421
    Powershares QQQ Trust Ser 1   72,948 96,756
    SPDR SP 500 ETF Trust   64,547 110,814
    Sector SPDR Financial Select   19,929 21,860
    SPDR Dow Jones   158,828 281,299

    TY 2013 LegalFeesSchedule
    Name:
    Boveri-Trackman Family Foundation Inc
    EIN: 04-3189191
    Software ID:13000230
    Software Version:13.5.0.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Legal fees 1,058 529   529


    TY 2013 OtherAssetsSchedule
    Name:
    Boveri-Trackman Family Foundation Inc
    EIN: 04-3189191
    Software ID:13000230
    Software Version:13.5.0.0
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Options   -2,580 -3,345


    TY 2013 OtherExpensesSchedule
    Name:
    Boveri-Trackman Family Foundation Inc
    EIN: 04-3189191
    Software ID:13000230
    Software Version:13.5.0.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Fees 3 3    


    TY 2013 TaxesSchedule
    Name:
    Boveri-Trackman Family Foundation Inc
    EIN: 04-3189191
    Software ID:13000230
    Software Version:13.5.0.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Federal excise taxes 248      
    Foreign taxes 272 272