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
CAIL FAMILY FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)99 FLORENCE ST BLDG N 60 APT 3C   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHESTNUT HILL, MA02467
A Employer identification number

20-2034269
B Telephone number (see instructions)

(781) 769-5858
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$1,570,623J 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) 247,952
2 Check bullet
3 Interest on savings and temporary cash investments 2,632 2,632  
4 Dividends and interest from securities...... 79,725 79,708  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 10,627
b Gross sales price for all assets on line 6a 480,572
7 Capital gain net income (from Part IV, line 2)... 10,627
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 1,010 1,010  
12 Total. Add lines 1 through 11........ 341,946 93,977  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 6,550 6,550   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 2,129 2,129   0
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 7,165 7,013   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 15,844 15,692   0
25 Contributions, gifts, grants paid........ 191,425 191,425
26 Total expenses and disbursements. Add lines 24 and 25 207,269 15,692   191,425
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 134,677
b Net investment income (if negative, enter -0-) 78,285
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............... 1,416 1,683 1,683
2 Savings and temporary cash investments.......... 347,499 216,976 216,976
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet   50,000 0 0
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)........      
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)........... 981,831 Click to see attachment1,126,225 1,351,964
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) 1,380,746 1,344,884 1,570,623
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 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......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 1,380,746 1,344,884
30 Total net assets or fund balances (see page 17 of the
instructions).................... 1,380,746 1,344,884
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 1,380,746 1,344,884
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 1,380,746
2 Enter amount from Part I, line 27a..................... 2 134,677
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 4,799
4 Add lines 1, 2, and 3.......................... 4 1,520,222
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 175,338
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 1,344,884
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 1050 ABB LTD ADR P 2013-01-23 2013-07-08
b 265 GOLDCORP P 2012-05-24 2013-03-01
c 1034 INTEL CORP P 2012-12-31 2013-07-18
d 480 LINN CO LLC P 2013-03-25 2013-07-02
e 14000 MAPLETREE INDUSTRIAL P 2012-11-28 2013-07-09
360 METHANEX CORP P 2012-03-20 2013-07-08
200 NEWMONT MNG CORP P 2012-05-24 2013-03-01
642 SASOL SPON ADR P 2012-10-01 2013-07-08
GENERAL MOTORS P 2013-12-03 2013-12-03
1809 HUGOTON RTY P 2012-11-19 2013-07-08
600 ASTELLAS PHARMA P 2012-01-05 2013-07-09
1100 COLUMBIA SELIGMAN PREM P 2011-01-25 2013-07-08
6500 DUET GROUP STAPLED SECURITY P 2011-10-19 2013-07-09
6500 DUET GROUP STAPLED SECURITY P 2012-01-05 2013-07-09
550 GDF SUEZ SPON ADR P 2012-03-02 2013-07-08
185 GROUPE BRUXELLES LAMBERT P 2012-03-15 2013-07-09
980 ICL-ISRAEL CHEMICALSORD P 2012-01-25 2013-07-09
255 SOLVAY SA NPV P 2012-06-19 2013-07-09
10500 SPARK INFRASTRUCTUREGROUP P 2011-09-21 2013-07-09
10900 SPARK INFRASTRUCTUREGROUP P 2012-01-25 2013-07-09
350 APACHE CORP P 2011-09-22 2013-07-15
550 BAYTEX ENERGY CORP P 2009-02-05 2013-07-08
271 CANOE EIT INCOME P 2011-01-04 2013-12-20
783.208 FIRST EAGLE GOLD FUND P 2011-10-03 2013-03-01
1150 GAMCO GLOBAL GOLD P 2010-11-16 2013-07-08
1300 ICL-ISRAEL CHEMICALS P 2008-04-09 2013-07-09
400 ICL-ISRAEL CHEMICALSORD P 2008-10-19 2013-07-09
1200 MORGAN STANLEY EMERGING MKTS P 2008-01-31 2013-07-08
670 PEYTO EXPLORATION & DEVELOP P 2009-12-18 2013-07-08
4800 SYDNEY AIRPORT STAPLED SECURITY P 2010-01-06 2013-07-09
5000 SYDNEY AIRPORT STAPLED SECURITY P 2010-11-16 2013-07-09
(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 22,747   21,973 774
b 8,603   10,170 -1,567
c 24,036   21,328 2,708
d 14,851   18,091 -3,240
e 14,242   15,662 -1,420
15,672   14,768 904
8,000   9,906 -1,906
27,035   29,217 -2,182
3     3
16,018   13,348 2,670
32,947   24,890 8,057
15,962   17,499 -1,537
12,647   11,145 1,502
12,647   11,640 1,007
10,836   14,300 -3,464
13,774   14,285 -511
9,576   10,256 -680
32,667   26,931 5,736
16,731   13,654 3,077
17,369   15,610 1,759
16,461   18,507 -2,046
21,177   5,942 15,235
3,283   4,046 -763
18,120   25,035 -6,915
11,157   19,573 -8,416
12,703   21,726 -9,023
3,909   3,615 294
16,829   20,711 -3,882
19,700   8,171 11,529
15,120   13,688 1,432
15,750   14,258 1,492
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       774
b       -1,567
c       2,708
d       -3,240
e       -1,420
      904
      -1,906
      -2,182
      3
      2,670
      8,057
      -1,537
      1,502
      1,007
      -3,464
      -511
      -680
      5,736
      3,077
      1,759
      -2,046
      15,235
      -763
      -6,915
      -8,416
      -9,023
      294
      -3,882
      11,529
      1,432
      1,492
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 10,627
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 188,449 1,293,868 0.145648
2011 146,003 1,238,455 0.117891
2010 89,136 1,072,114 0.083140
2009 63,423 735,293 0.086255
2008 74,654 601,542 0.124104
2 Total of line 1, column (d) ...................... 2 0.557038
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 0.111408
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 1,407,772
5 Multiply line 4 by line 3....................... 5 156,837
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 783
7 Add lines 5 and 6......................... 7 157,620
8 Enter qualifying distributions from Part XII, line 4.............. 8 191,425
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 1 783
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............................ 3 783
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- ..... 5 783
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 332
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 468
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 800
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 1
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 16
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet16 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    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
    Yes
     
    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 ofbulletKELLY A BERARDI Telephone no.bullet (781) 407-0300
    Located atbullet34 SOUTHWEST PARKWESTWOODMA ZIP+4bullet02090
    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
    Yes
     
    .........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
    MILTON CAIL TRUSTEE
    0.25     		0 0 0
    99 FLORENCE ST BUILDING N 3C
    CHESTNUT HILL,MA02467
    LOIS CAIL TRUSTEE
    0.25     		0 0 0
    99 FLORENCE ST BUILDING N 3C
    CHESTNUT HILL,MA02467
    FAITH KAPLAN TRUSTEE
    0.25     		0 0 0
    336 COUNTRY CLUB RD
    NEWTON CENTRE,MA02459
    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.........................bullet0
    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
    70,389
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    783
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    783
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    69,606
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    69,606
    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
    69,606
    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 69,606
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 31,466
    b From 2009....... 63,708
    c From 2010....... 89,634
    d From 2011....... 85,004
    e From 2012....... 124,568
    fTotal of lines 3a through e......... 394,380
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 191,425
    a Applied to 2012, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2013 distributable amount..... 69,606
    e Remaining amount distributed out of corpus 121,819
    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 5 516,199
    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 ..........     		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) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		31,466
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		484,733
    10 Analysis of line 9:
    a Excess from 2009.... 63,708
    b Excess from 2010.... 89,634
    c Excess from 2011.... 85,004
    d Excess from 2012.... 124,568
    e Excess from 2013.... 121,819
    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).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number 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
    ADOPT A PLATOON
    PO BOX 5038
    HAGERSTOWN,MD21741     		  PUBLIC CHARITY SUPPORT FOR PROGRAM 200
    AJC GLOBAL JEWISH ADVOCACY
    165 EAST 56 STREET
    NEW YORK,NY10022     		  PUBLIC CHARITY BUILD SOCIETY THAT REJECTS HATRED & BIGOTRY 1,500
    ALZHEIMER ASSOCIATION
    311 ARSENAL STREET
    WATERTOWN,MA02472     		  PUBLIC CHARITY TO SUPPORT RESEARCH FOR A CURE 300
    AMERICAN DIABETES ASSOCIATION
    PO BOX 1833
    MERRIFIELD,VA22116     		  PUBLIC CHARITY SUPPORT FOR PROGRAM 200
    AMERICAN LUNG ASSOC
    1301 PENNSYLVANIA AVE NW
    WASHINGTON,DC20004     		  PUBLIC CHARITY SUPPORT FOR PROGRAM 25
    AMERICAN RED CROSS
    139 MAIN ST
    CAMBRIDGE,MA02142     		  PUBLIC CHARITY ENABLE THE ORGANIZATION TO CONTINUE ITS PROGRAMS 1,200
    AMERICA'S VETDOGS
    371 E MAIN ST
    SMITHTOWN,NY11787     		  PUBLIC CHARITY PROVIDE SERVICE DOGS TO SEVERELY WOUNDED VETERANS 100
    ONE FUND BOSTON INC
    18 TREMONT STREET SUITE 330
    BOSTON,MA02108     		  PUBLIC CHARITY SUPPORT AND RELIEF FOR AFFECTED INDIVIDUALS 2,000
    ANTI DEFAMATION LEAGUE
    18 TTREMONT STREET SUITE 700
    BOSTON,MA02108     		  PUBLIC CHARITY TO PROMOTE WORLD TOLERANCE AND MUTUAL RESPECT 10,000
    ARTHRITIS FOUNDATION
    PO BOX 96280
    WASHINGTON,DC20090     		  PUBLIC CHARITY HELP EFFORTS TO PROVIDE HELP AND HOPE 100
    BAILEY'S TEAM
    164 WESTSIDE AVENUE
    NORTH ATTLEBORO,MA02760     		  PUBLIC CHARITY SUPPORT INDIVIDUALS & FAMILIES LIVING WITH AUTISM 1,000
    BETH ISRAEL DEACONESS
    33 BROOKLINE AVE
    BOSTON,MA02215     		  PUBLIC CHARITY PROVIDE ADVANCED HEALTH CARE 50
    BETH ISRAEL DEACONESS
    33 BROOKLINE AVE
    BOSTON,MA02215     		  PUBLIC CHARITY BREAST CENTER RENOVATION FUND 20,000
    BOSTON CHILDRENS HOSPITAL
    300 LONGWOOD AVE
    BOSTON,MA02115     		  PUBLIC CHARITY SUPPORT FOR PROGRAM 600
    BOSTON FOUNDATION FOR SIGHT
    464 HILLSIDE AVE
    NEEDHAM,MA02494     		  PUBLIC CHARITY SUPOORT FOR TREATMENT OF COMPLEX CORNEAL DISEASE 500
    BOSTON JEWISH FILM FESTIVAL
    1001 WATERTOWN ST
    WEST NEWTON,MA02465     		  PUBLIC CHARITY SUPPORT THE ARTS 1,000
    BOSTON SYMPHONY
    HUNTINGTON AVE
    BOSTON,MA02215     		  PUBLIC CHARITY SUPPORT THE ARTS 350
    BOYS & GIRLS CLUBS OF BOSTON
    50 CONGRESS ST
    BOSTON,MA02109     		  PUBLIC CHARITY SUPPORT FOR PROGRAM 100
    BOYS TOWN
    200 FLANAGAN BLVD
    BOYSTOWN,NE68010     		  PUBLIC CHARITY MAH - 05/13/14 04:20PM WORKSHEET PRIVATE FOUNDATION 100
    BRIGHAM AND WOMEN'S HOSPITAL
    116 HUNTINGTON AVE
    BOSTON,MA02116     		  PUBLIC CHARITY UROLOGIC CANCER FUND 25,000
    BRANDEIS UNIVERSITY
    PO BOX 549110
    WALTHAM,MA02454     		  PUBLIC CHARITY MAH - 05/13/14 02:56PM WORKSHEET PRIVATE FOUNDATION 1,000
    CARE
    151 ELLIS STREET
    ATLANTA,GA30303     		  PUBLIC CHARITY AID FOR EARTHQUAKE VICTIMS 300
    CHRISTIANS AND JEWS UNITED FOR ISRAEL
    PO BOX 320034
    WEST ROXBURY,MA02132     		  PUBLIC CHARITY SUPPORT ACTIVITIES OF CHRISTIANS AND JEWS UNITED FOR 500
    COMBINED JEWISH PHILANTHROPIES
    126 HIGH STREET
    BOSTON,MA02110     		  PUBLIC CHARITY SUPPORT FOR PROGRAMS 33,000
    CROHN'S & COLITIS
    386 PARK AVENUE SOUTH
    NEW YORK,NY10016     		  PUBLIC CHARITY SUPPORT FOR RESEARCH 1,100
    CYSTIC FIBROSIS FOUNDATION
    PO BOX 52074
    PHOENIX,AZ85072     		  PUBLIC CHARITY SUPPORT FOR PROGRAM 100
    DANA FARBER CANCER INSTITUTE
    44 BINNEY STREET
    BOSTON,MA02115     		  PUBLIC CHARITY FOR CANCER RESEARCH TREATMENT AND CARE. 2,000
    DOCTORS WITHOUT BORDERS
    PO BOX 5022
    HAGERSTOWN,MA21741     		  PUBLIC CHARITY SUPPORT FOR PROGRAM 500
    FOUNDATION FOR JEWISH CAMPUS LIFE
    800 EIGHTH ST NW
    WASHINGTON,DC20001     		  PUBLIC CHARITY SUPPORT FOR PROGRAMS 100
    FACING HISTORY & OURSELVES
    16 HURD RD
    BROOKLINE,MA02454     		  PUBLIC CHARITY SUPPORT FOR PROGRAM 250
    FOREVER HOME RFESCUE NEW ENGLAND
    106 ADAMS STREET
    MEDFIELD,MA02052     		  PUBLIC CHARITY ASSISTANCE FOR DOGS WHO NEED VETERINARY CARE 250
    GANN ACADEMY
    333 FOREST STREET
    WALTHAM,MA02452     		  PUBLIC CHARITY SUPPORT FOR PROGRAM 250
    GREATER BOSTON FOOD BANK
    70 SOUTH BAY AVE
    BOSTON,MA02118     		  PUBLIC CHARITY MEALS FOR LESS FORTUNATE 100
    HABITAT FOR HUMANITY
    PO BOX 1509
    AMERICUS,GA31709     		  PUBLIC CHARITY SUPPORT FOR PROGRAM 200
    HEBREW COLLEGE
    160 HERRICK ROAD
    NEWTON CENTRE,MA02459     		  PUBLIC CHARITY SUPPORT AND MAINTAIN THE COLLEGE 17,800
    HELP ME SEE
    20 W 36TH ST STE 701
    NEW YORK,NY10018     		  PUBLIC CHARITY SUPPORT FOR PROGRAMS 100
    HELP OUR WOUNDED
    PO BOX 96361
    WASHINGTON,DC20090     		  PUBLIC CHARITY SUPPORT FOR PROGRAM 200
    HOME FOR LITTLE WANDERS
    271 HUNTINGTON AVE
    BOSTON,MA02115     		  PUBLIC CHARITY SUPPORT FOR PROGRAMS 100
    JINSA
    1307 NEW YORK AVE
    WASHINGTON,DC20005     		  PUBLIC CHARITY SUPPORT FOR PROGRAM 1,000
    JEWISH COMMUNITY DAY SCHOOL
    57 STANLEY AVENUE
    WATERTOWN,MA02472     		  PUBLIC CHARITY SUPPORT THE SCHOOL TO CONTINUE ITS PROGRAMS 5,000
    JEWISH COMMUNITY HOUSING FOR ELDERLY
    30 WALLINGFORD ROAD
    BRIGHTON,MA02135     		  PUBLIC CHARITY PROVIDE SUPPORT FOR QUALITY HOUSING FOR SENIOR CITIZ 10,000
    JEWISH DISASTER RELIEF FUND
    17469 ZIA CAPRI
    BOCA RATON,FL33428     		  PUBLIC CHARITY SUPPORT FOR PROGRAM 250
    JEWISH FAMILY & CHILD SERVICES
    1430 MAIN ST
    WALTHAM,MA02451     		  PUBLIC CHARITY SUPPORT FOR PROGRAM 500
    JEWISH NATIONAL FUND
    77 FRANKLIN ST SUITE 514
    BOSTON,MA02110     		  PUBLIC CHARITY CARING FOR THE LAND OF ISRAEL 1,000
    JEWISH COMMUNITY CENTERS OF GREATER BOSTON
    333 NAHANTON ST
    NEWTON,MA02459     		  PUBLIC CHARITY SUPPORT FOR PROGRAMS 25,000
    KIDS WISH NETWORK
    4060 LOUIS AVE
    HOLIDAY,FL34691     		  PUBLIC CHARITY SUPPORT FOR PROGRAM 200
    LEUKEMIA & LYMPHOMA SOCIETY
    PO BOX 9031
    PITTSFIELD,MA01202     		  PUBLIC CHARITY SUPPORT FOR PROGRAM 100
    MARCH OF DIMES
    114 TURNPIKE ROAD
    WESTBOROUGH,MA01581     		  PUBLIC CHARITY TO SUPPORT THEIR CAUSE 100
    MAYO CLINIC
    5777 E MAYO BLVD
    PHOENIX,AZ85054     		  PUBLIC CHARITY SUPPORT FOR PROGRAMS 25
    MARINE TOYS FOR TOTS FOUNDATION
    PO BOX 4002896
    DESMOINES,IA50340     		  PUBLIC CHARITY SUPPORT FOR PROGRAM 100
    METRO WEST JEWISH DAY SCHOOL
    29 UPPER JOCLYN AVE
    FRAMINGHAM,MA01701     		  PUBLIC CHARITY SUPPORT FOR SCHOOL 3,600
    MORGAN MEMORIAL
    PO BOX 55009
    BOSTON,MA02205     		  PUBLIC CHARITY SUPPORT FOR PROGRAM 200
    MUSCULAR DYSTROPHY ASSOC
    3300 EAST SUNRISE DR
    TUCSON,AZ85718     		  PUBLIC CHARITY SUPPORT FOR PROGRAM 100
    MUSEUM OF FINE ARTS
    465 HUNTINGTON AVE
    BOSTON,MA02115     		  PUBLIC CHARITY SUPPORT FOR PROGRAM 350
    MUSEUM OF SCIENCE
    PO BOX 847144
    BOSTON,MA02284     		  PUBLIC CHARITY SUPPORT FOR PROGRAM 100
    NATIONAL FOUNDATION FOR CANCER RESEARCH
    4600 EAST WEST HIGHWAY
    BETHESDA,MD20814     		  PUBLIC CHARITY SUPPORT FOR PROGRAMS 200
    NEW ENGLAND BAPTIST HOSPITAL
    125 PARKER HILL AVE
    ROXBURY CROSSING,MA02120     		  PUBLIC CHARITY SUPPORT FOR PROGRAMS 500
    NEWTON FIREFIGHTERS ASSOCIATION
    1000 COMMONWEALTH AVE
    NEWTON CENTRE,MA02459     		  PUBLIC CHARITY TO HONOR THOSE WHO DIED WHILE ON DUTY 25
    NEWTON WELLESLEY HOSPITAL CHARITABLE FOUNDATION
    2014 WASHINGTON STREET
    NEWTON,MA02462     		  PUBLIC CHARITY SUPPORT FOR PROGRAM 1,000
    OLD COLONY COUNCIL BSA
    2438 WASHINGTON ST
    CANTON,MA02021     		  PUBLIC CHARITY SUPPORT FOR PROGRAM 1,600
    OUTSIDE THE BOX
    300 FIRST AVE
    NEEDHAM,MA02494     		  PUBLIC CHARITY SUPPORT FOR PROGRAMS 1,000
    OXFAM AMERICA
    PO BOX 7011
    ALBERTLEA,MN56007     		  PUBLIC CHARITY SUPPORT FOR PROGRAM 450
    PARALYZED VETERANS OF AMERICA
    801 EIGHTEENTH STREET NW
    WASHINHTON,DC20006     		  PUBLIC CHARITY SUPPORT VETERANS WHO HAVE EXPERIENCED SPINAL CORD IN 100
    PARKINSONS DISEASE FOUNDATION
    135 PARKINSON AVE
    STATEN ISLAND,NY10305     		  PUBLIC CHARITY SUPPORT FOR PROGRAMS 100
    PERKINS SCHOOL FOR THE BLIND
    175 NORTH BEACON STREET
    WATERTOWN,MA02472     		  PUBLIC CHARITY PROVIDE SUPPORT TO INDIVIDUALS WITH VSIUAL IMPAIRMEN 1,000
    PINE STREET INN
    444 HARRISON AVE
    BOSTON,MA02118     		  PUBLIC CHARITY HELP FOR THE HOMELESS 100
    PLANNED PARENTHOOD
    PO BOX 97166
    WASHINHTON,DC20077     		  PUBLIC CHARITY SUPPORT FOR PROGRAM 300
    PMC JIMMY FUND
    101 HUNTINGTON AVE
    BOSTON,MA02199     		  PUBLIC CHARITY ENABLE THE ORGANIZATION TO CONTINUE ITS PROGRAMS 500
    PRESCOTT FIRE DEPARTMENT ADMINISTRATION
    1700 IRON SPRINGS ROAD
    PRESCOTT,AZ86305     		  PUBLIC CHARITY ASSIST FAMILIES OF LOST FIREFIGHTERS 1,000
    PROJECT HOPE
    PO BOX 35391
    BRIGHTON,MA02168     		  PUBLIC CHARITY SUPPORT FOR PROGRAM 100
    RALPH LOWELL SOCIETY
    ONE GUEST STREET
    BOSTON,MA02135     		  PUBLIC CHARITY SUPPORT FOR PROGRAMS 2,500
    ROSIE'S PLACE
    889 HARRISON AVE
    BOSTON,MA02118     		  PUBLIC CHARITY HELP FOR THE HOMELESS 100
    SILENT SPRING INSTITUE
    29 CRAFTS STREET
    NEWTON,MA02458     		  PUBLIC CHARITY BREAST CANCER RESEARCH 1,500
    SMILE TRAIN
    PO BOX 96231
    WASHINGTON,DC20090     		  PUBLIC CHARITY TRAINING, UTILIZING, AND EMPOWERING LOCAL DOCTORS AN 200
    SPECIAL OLYMPICS
    PO BOX 322
    HATHORNE,MA01937     		  PUBLIC CHARITY SUPPORT FOR PROGRAM 100
    SSTAR KIDS
    PO BOX 6214
    MIDDLETOWN,RI02842     		  PUBLIC CHARITY SUPPORT FOR SCHOLARSHIP PROGRAM 100
    ST FRANCIS HOUSE
    PO BOX 55859
    BOSTON,MA02205     		  PUBLIC CHARITY SUPPORT FOR PROGRAM 100
    SYNAGOGUE COUNCIL OF MASSACHUSETTS
    1320 CENTRE STREET
    NEWTON,MA02459     		  PUBLIC CHARITY SUPPORT FOR PROGRAMS 1,800
    TEMPLE BETH AVODAH
    45 PUDDINGSTON LANE
    NEWTON,MA02459     		  PUBLIC CHARITY TO SUPPORT CONGREGATION UPHOLD JEWISH VALUES AND TRA 1,000
    THE DAVID PROJECT
    PO BOX 52390
    BOSTON,MA02205     		  PUBLIC CHARITY SUPPORT FOR PROGRAM 250
    THE FOUNDATION FOR AIDS
    PO BOX 96635
    WASHINTON,DC20090     		  PUBLIC CHARITY SUPPORT FOR PROGRAM 200
    UNICEF
    101 HUNTINGTON AVE
    BOSTON,MA02199     		  PUBLIC CHARITY ENABLE THE ORGANIZATION TO CONTINUE ITS PROGRAMS 200
    UNITED CEREBAL PALSY
    PO BOX 96369
    WASHINTON,DC20090     		  PUBLIC CHARITY SUPPORT FOR PROGRAM 100
    US HOLOCAUST MEMORIAL MUSEUM
    100 RAOUL WALLENBERG PLACE
    WASHINGTON DC,DC20024     		  PUBLIC CHARITY SUPPORT MUSEUM 500
    ZAMIR CHORALE OF BOSTON
    POBOX 590126
    NEWTON,MA02459     		  PUBLIC CHARITY SUPPORT FOR PROGRAM 5,000
    Total .................................bullet 3a 191,425
    bApproved for future payment
    Total .................................bullet 3b 0
    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 ............     		    14 2,632  
    4 Dividends and interest from securities....     14 79,725  
    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.....     15 1,010  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 10,627  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 93,994 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    1393,994
    (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:  
    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
    CAIL FAMILY FOUNDATION
     
    Employer identification number

    20-2034269
    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
    CAIL FAMILY FOUNDATION
          		Employer identification number

    20-2034269
    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
     
     

    MILTON L CAIL  
    99 FLORENCE ST BLDG N 60 APT 3C
     
    CHESTNUT HILL, MA02467

    		$247,952


    (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
    CAIL FAMILY FOUNDATION
          		Employer identification number

    20-2034269
    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
    		 4590 SHARES MORGAN STANLEY FOCUS GROWTH FUND $247,952 2013-12-11
    (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
    CAIL FAMILY FOUNDATION
          		Employer identification number

    20-2034269
    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:
    CAIL FAMILY FOUNDATION
    EIN: 20-2034269
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 6,550 6,550   0

    TY 2013 InvestmentsOtherSchedule2
    Name:
    CAIL FAMILY FOUNDATION
    EIN: 20-2034269
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    STOCKS & SECURITIES AT COST 414,918 609,982
    STOCKS & SECURITIES AT COST 711,307 741,982

    TY 2013 OtherDecreasesSchedule
    Name:
    CAIL FAMILY FOUNDATION
    EIN: 20-2034269
    Description Amount
    UNREALIZED GAIN/LOSS FOR CONTRIBUTIONS OF STOCK 175,338


    TY 2013 OtherExpensesSchedule
    Name:
    CAIL FAMILY FOUNDATION
    EIN: 20-2034269
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 6,870 6,870   0
    BANK CHARGES 35 35   0
    SEVERENCE TAX 108 108   0
    MISC. EXPENSES 152 0   0


    TY 2013 OtherIncomeSchedule2
    Name:
    CAIL FAMILY FOUNDATION
    EIN: 20-2034269
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ROYALTY INCOME 1,010 1,010 1,010


    TY 2013 OtherIncreasesSchedule
    Name:
    CAIL FAMILY FOUNDATION
    EIN: 20-2034269
    Description Amount
    P/Y ADJ. 4,799


    TY 2013 SubstantialContributorsSch
    Name:
    CAIL FAMILY FOUNDATION
    EIN: 20-2034269
    Name Address
    MILTON CAIL 99 FLORENCE ST BUILDING N 3C
    CHESTNUT HILL,MA02467


    TY 2013 TaxesSchedule
    Name:
    CAIL FAMILY FOUNDATION
    EIN: 20-2034269
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 2,129 2,129   0