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
EAGLEMERE FOUNDATION INC
 

Number and street (or P.O. box number if mail is not delivered to street address)60 EDMUNDS ROAD   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WELLESLEY, MA02481
A Employer identification number

04-3424302
B Telephone number (see instructions)

(781) 899-4350
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$10,153,757J 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) 120,000
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 216,264 216,264 216,264
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 451,707
b Gross sales price for all assets on line 6a 3,420,733
7 Capital gain net income (from Part IV, line 2)... 451,707
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 348 348 348
12 Total. Add lines 1 through 11........ 788,319 668,319 216,612
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 27,000 27,000 27,000 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 35,549 35,549 35,549 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 5,263 5,263 5,263 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 552 52 52 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 68,364 67,864 67,864 0
25 Contributions, gifts, grants paid........ 503,850 503,850
26 Total expenses and disbursements. Add lines 24 and 25 572,214 67,864 67,864 503,850
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 216,105
b Net investment income (if negative, enter -0-) 600,455
c Adjusted net income (if negative, enter -0-)... 148,748
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............... 332 833 833
2 Savings and temporary cash investments.......... 502,327 388,821 388,821
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)........ 5,519,190 Click to see attachment6,067,409 7,579,707
c Investments—corporate bonds (attach schedule)........ 1,499,018 Click to see attachment1,501,192 1,463,272
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 1,027,250 Click to see attachment805,967 721,124
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) 8,548,117 8,764,222 10,153,757
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......... 8,019,477 8,019,477
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 528,640 744,745
30 Total net assets or fund balances (see page 17 of the
instructions).................... 8,548,117 8,764,222
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 8,548,117 8,764,222
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 8,548,117
2 Enter amount from Part I, line 27a..................... 2 216,105
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 8,764,222
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 8,764,222
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 1482 SHS CORNING INC P 2012-11-28 2013-03-18
b 518 SHS CORNING INC P 2012-11-28 2013-03-19
c 500 SHS ROCHE HLDG LTD P 2012-11-28 2013-11-19
d 100 SHS SCHLUMBERGER LTD P 2012-11-28 2013-11-19
e 700 SHS COACH INC P 2012-11-28 2013-11-19
4000 SHS BANK OF AMERICA P 2000-01-25 2013-01-09
10659.1 SHS COLUMBIA FDS SER TR I BOND FD P 2006-10-10 2013-02-13
11187.9 SHS COLUMBIA FDS SER TR I BOND FD P 2005-11-29 2013-02-13
5651.08 SHS COLUMBIA FDS SER TR I BOND FD P 2006-10-10 2013-02-13
16953.24 SHS COLUMBIA FDS SER TR I BOND FD P 2008-04-07 2013-02-13
2311.15 SHS COLUMBIA FDS SER TR I BOND FD P 2000-04-13 2013-02-13
4000 SHS BANK OF AMERICA CORP P 2000-01-25 2013-04-02
100 SHS TARGET CORP P 2011-06-03 2013-05-29
600 SHS TARGET CORP P 2010-08-04 2013-05-29
200 SHS TARGET CORP P 2010-08-04 2013-05-29
400 SHS TARGET CORP P 2010-05-25 2013-05-29
9883.94 SHS COLUMBIA INCOME OPPORTUNITIES P 2006-09-22 2013-06-14
2396.02 SHS COLUMBIA INCOME OPPORTUNITIES P 2003-09-12 2013-06-14
2842.06 SHS COLUMBIA INCOME OPPORTUNITIES P 2003-05-15 2013-06-14
2368.38 SHS COLUMBIA INCOME OPPORTUNITIES P 2003-05-15 2013-06-14
1703.92 SHS COLUMBIA INCOME OPPORTUNITIES P 2004-02-10 2013-06-14
2650.13 SHS COLUMBIA INCOME OPPORTUNITIES P 2004-02-10 2013-06-14
2000 SHS BANK OF AMERICA CORP P 2006-05-05 2013-07-01
2000 SHS BANK OF AMERICA CORP P 2000-01-25 2013-07-01
150000 SHS CITIGROUP INC P 2007-08-08 2013-07-02
1717.84 SHS CREDIT SUISSE COMMODITY RETURN P 2010-05-24 2013-09-24
751.3 SHS CREDIT SUISSE COMMODITY RETURN P 2011-06-03 2013-09-24
1020.69 SHS CREDIT SUISSE COMMODITY RETURN P 2010-05-25 2013-09-24
2490.66 SHS CREDIT SUISSE COMMODITY RETURN P 2010-03-25 2013-09-24
14321.3 SHS CREDIT SUISSE COMMODITY RETURN P 2010-03-25 2013-09-24
13661.2 SHS CREDIT SUISSE COMMODITY RETURN P 2010-05-25 2013-09-25
4000 SHS BANK OF AMERICA CORP P 2006-05-05 2013-10-08
1091.78 SHS PRUDENTIAL JENNISON MID CAP P 2012-01-06 2013-10-10
100000 SHS PEPSICO INC P 2012-01-06 2013-10-25
2650 SHS WEYERHAEUSER CO P 2011-06-03 2013-11-07
400 SHS TE CONNECTIVITY LTD P 2011-06-03 2013-11-19
2200 SHS TE CONNECTIVITY LTD P 2011-06-03 2013-11-19
50 SHS ABBOTT LABS P 2007-07-10 2013-11-19
200 SHS ABBOTT LABS P 2007-07-10 2013-11-19
50 SHS ABBOTT LABS P 2011-06-03 2013-11-19
100 SHS ABBOTT LABS P 2011-06-03 2013-11-19
850 SHS AMERICAN WTR WKS CO P 2011-06-03 2013-11-19
450 SHS AMERICAN WTR WKS CO P 2011-06-03 2013-11-19
750 SHS BAXTER INTERNATIONAL P 2011-06-03 2013-11-19
500 SHS BAXTER INTERNATIONAL P 2010-08-04 2013-11-19
250 SHS BAXTER INTERNATIONAL P 2010-08-04 2013-11-19
250 SHS CHUBB CORP P 2011-06-03 2013-11-19
250 SHS CHUBB CORP P 2011-06-03 2013-11-19
50 SHS CISCO SYSTEM INC P 2006-05-17 2013-11-19
150 SHS CISCO SYSTEM INC P 2004-09-20 2013-11-19
750 SHS CISCO SYSTEM INC P 2005-05-13 2013-11-19
50 SHS CISCO SYSTEM INC P 2006-07-18 2013-11-19
500 SHS CISCO SYSTEM INC P 2006-07-18 2013-11-19
100 SHS CISCO SYSTEM INC P 2003-05-15 2013-11-19
400 SHS CISCO SYSTEM INC P 2011-06-03 2013-11-19
2800 SHS CISCO SYSTEM INC P 2011-06-03 2013-11-19
300 SHS CISCO SYSTEM INC P 2002-04-10 2013-11-19
350 SHS CISCO SYSTEM INC P 1997-03-19 2013-11-19
500 SHS COCA COLA P 2008-04-07 2013-11-19
400 SHS COCA COLA P 2010-08-04 2013-11-19
200 SHS COCA COLA P 2006-05-17 2013-11-19
850 SHS CULLEN FROST BANKERS INC P 2011-06-03 2013-11-19
800 SHS DIAMOND OFFSHORE DRILLING INC P 2011-06-03 2013-11-19
150 SHS DIAMOND OFFSHORE DRILLING INC P 2011-06-03 2013-11-19
100 SHS HONEYWELL INTL INC P 2011-06-03 2013-11-19
200 SHS HONEYWELL INTL INC P 2010-08-04 2013-11-19
300 SHS HONEYWELL INTL INC P 2010-05-25 2013-11-19
100 SHS JOHNSON & JOHNSON P 2009-08-17 2013-11-19
300 SHS JOHNSON & JOHNSON P 2009-08-17 2013-11-19
50 SHS MONDELEZ INTL INC P 2011-06-03 2013-11-19
900 SHS MONDELEZ INTL INC P 2011-06-03 2013-11-19
850 SHS MONDELEZ INTL INC P 2010-08-04 2013-11-19
100 SHS NESTLE S A ADR P 2011-06-03 2013-11-19
50 SHS NESTLE S A ADR P 2011-06-03 2013-11-19
1000 SHS NESTLE S A ADR P 2010-08-04 2013-11-19
200 SHS NESTLE S A ADR P 2010-08-04 2013-11-19
500 SHS NOVARTIS AG P 2011-06-03 2013-11-19
50 SHS NOVARTIS AG P 2011-06-03 2013-11-19
200 SHS NOVARTIS AG P 2010-08-04 2013-11-19
900 SHS NOVARTIS AG P 2010-08-04 2013-11-19
700 SHS PEPSICO INC P 2012-01-06 2013-11-19
500 SHS PHILIP MORRIS INTL INC P 2009-08-17 2013-11-19
400 SHS SCHLUMBERGER LTD P 2011-06-03 2013-11-19
50 SHS SMUCKER JM CO P 2011-06-03 2013-11-19
900 SHS SMUCKER JM CO P 2011-06-03 2013-11-19
300 SHS TJX COS INC P 2010-05-25 2013-11-19
200 SHS TJX COS INC P 2010-08-04 2013-11-19
1400 SHS TJX COS INC P 2009-08-17 2013-11-19
50 SHS 3M CO P 2011-06-03 2013-11-19
400 SHS 3M CO P 2011-06-03 2013-11-19
400 SHS 3M CO P 2010-08-04 2013-11-19
100 SHS 3M CO P 2010-08-04 2013-11-19
1000 SHS UNITED PARCEL SVC INC P 2012-01-06 2013-11-19
750 SHS WELLS FARGO & CO P 2012-01-06 2013-11-19
350 SHS WELLS FARGO & CO P 2010-05-25 2013-11-19
CAPITAL GAIN DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 18,708   17,969 739
b 6,542   6,281 261
c 34,837   24,188 10,649
d 9,145   6,947 2,198
e 37,916   41,261 -3,345
47,907   112,120 -64,213
99,663   94,310 5,353
104,607   99,756 4,851
52,838   50,000 2,838
158,513   150,000 8,513
21,609   20,000 1,609
48,661   112,120 -63,459
6,949   4,760 2,189
41,695   30,739 10,956
13,898   10,249 3,649
27,797   21,272 6,525
98,642   100,000 -1,358
23,912   25,000 -1,088
28,364   30,000 -1,636
23,636   25,000 -1,364
17,005   18,152 -1,147
26,448   28,232 -1,784
26,073   56,060 -29,987
26,073   56,060 -29,987
150,000   151,728 -1,728
12,523   13,210 -687
5,477   7,250 -1,773
7,441   7,747 -306
18,157   20,000 -1,843
104,402   115,000 -10,598
100,000   103,689 -3,689
55,219   112,120 -56,901
42,099   32,000 10,099
100,000   100,647 -647
77,697   55,166 22,531
20,945   14,377 6,568
115,197   78,957 36,240
1,910   1,280 630
7,640   5,093 2,547
1,910   1,221 689
3,820   2,441 1,379
36,492   24,842 11,650
19,320   13,146 6,174
51,615   43,752 7,863
34,410   22,414 11,996
17,205   11,204 6,001
23,700   16,268 7,432
113,758   78,059 35,699
1,070   1,004 66
3,209   2,895 314
16,046   14,175 1,871
1,070   891 179
10,698   8,894 1,804
2,140   1,665 475
8,558   6,445 2,113
59,906   45,081 14,825
6,419   4,698 1,721
7,488   3,714 3,774
19,996   15,104 4,892
15,997   11,295 4,702
7,999   4,374 3,625
60,466   47,237 13,229
48,250   56,408 -8,158
9,047   10,569 -1,522
8,818   5,761 3,057
17,637   8,800 8,837
26,455   12,213 14,242
9,441   6,002 3,439
28,322   17,971 10,351
1,693   1,109 584
30,470   19,957 10,513
28,777   16,340 12,437
7,408   6,482 926
3,704   3,239 465
74,084   49,620 24,464
14,817   9,924 4,893
39,230   31,814 7,416
3,923   3,180 743
15,692   9,947 5,745
70,614   44,753 25,861
59,994   45,894 14,100
45,796   22,842 22,954
36,580   34,156 2,424
5,413   3,923 1,490
97,426   70,603 26,823
19,091   6,527 12,564
12,727   4,131 8,596
89,090   24,754 64,336
6,527   4,553 1,974
52,218   36,409 15,809
52,218   35,140 17,078
13,054   8,784 4,270
100,842   73,577 27,265
32,685   21,536 11,149
15,253   9,772 5,481
      87,223
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       739
b       261
c       10,649
d       2,198
e       -3,345
      -64,213
      5,353
      4,851
      2,838
      8,513
      1,609
      -63,459
      2,189
      10,956
      3,649
      6,525
      -1,358
      -1,088
      -1,636
      -1,364
      -1,147
      -1,784
      -29,987
      -29,987
      -1,728
      -687
      -1,773
      -306
      -1,843
      -10,598
      -3,689
      -56,901
      10,099
      -647
      22,531
      6,568
      36,240
      630
      2,547
      689
      1,379
      11,650
      6,174
      7,863
      11,996
      6,001
      7,432
      35,699
      66
      314
      1,871
      179
      1,804
      475
      2,113
      14,825
      1,721
      3,774
      4,892
      4,702
      3,625
      13,229
      -8,158
      -1,522
      3,057
      8,837
      14,242
      3,439
      10,351
      584
      10,513
      12,437
      926
      465
      24,464
      4,893
      7,416
      743
      5,745
      25,861
      14,100
      22,954
      2,424
      1,490
      26,823
      12,564
      8,596
      64,336
      1,974
      15,809
      17,078
      4,270
      27,265
      11,149
      5,481
      87,223
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 2 451,707
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 10,502
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 454,324 8,990,306 0.050535
2011 426,382 7,967,521 0.053515
2010 334,500 7,514,456 0.044514
2009 318,029 6,652,481 0.047806
2008 395,604 8,114,761 0.048751
2 Total of line 1, column (d) ...................... 2 0.245121
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 0.049024
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 9,709,953
5 Multiply line 4 by line 3....................... 5 476,021
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 6,005
7 Add lines 5 and 6......................... 7 482,026
8 Enter qualifying distributions from Part XII, line 4.............. 8 503,850
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 6,005
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 6,005
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 6,005
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 3,324
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 7,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,324
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 4,319
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet4,319 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
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.Click to see attachment
    10
    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
     
    No
    Website addressbulletN/A
    14
    The books are in care ofbulletPRIVATE BANK TAX SERVICES Telephone no.bullet (401) 278-6825
    Located atbulletPO BOX 1802PROVIDENCERI ZIP+4bullet029011802
    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
    MARILYN D SARLES MD PRESIDENT
    0.00     		0 0 0
    60 EDMUNDS ROAD
    WELLESLEY,MA02481
    DANIEL G SARLES EXECUTIVE DIRECTOR
    3.00     		21,000 0 0
    10 BOWDOIN STREET APT 416
    BOSTON,MA02114
    KATHRYN D GARVEY ASSISTANT SECRETARY
    3.00     		6,000 0 0
    13 WAKELAND ROAD
    DOVER,MA02030
    H JAY SARLES TREASURER & SECRETARY
    0.00     		0 0 0
    60 EDMUNDS ROAD
    WELLESLEY,MA02481
    ELIZABETH DIAS ASSISTANT SECRETARY
    0.00     		0 0 0
    254 20TH AVENUE
    SAN FRANCISCO,CA94121
    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
    485,498
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    6,005
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,005
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    479,493
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    479,493
    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
    479,493
    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 7 479,493
    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.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012....... 6,944
    fTotal of lines 3a through e......... 6,944
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 503,850
    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..... 479,493
    e Remaining amount distributed out of corpus 24,357
    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 31,301
    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) ...     		0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		31,301
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012.... 6,944
    e Excess from 2013.... 24,357
    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).)
    MARILYN D SARLES MD
    H JAY SARLES
    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
    ALASKA CONSERVATION FOUNDATION
    911 WEST 8TH AVE SUITE 300
    ANCHORAGE,AK99501     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 30,000
    AMERICAN RIVERS
    1101 14TH STREET NW SUITE 1400
    WASHINGTON,DC20005     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 25,000
    AMHERST COLLEGE
    220 S PLEASANT STREET
    AMHERST,MA01002     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 750
    ANIMAL RESCUE LEAGUE OF BOSTON
    10 CHANDLER STREET
    BOSTON,MA02116     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 2,500
    BROWN MEDICAL SCHOOL
    222 RICHMOND ST
    PROVIDENCE,RI02903     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 10,000
    CENTRAL PARK CONSERVANCY
    14 E 60TH ST
    NEW YORK,NY10022     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 5,000
    CHARLES RIVER WATERSHED ASSOC
    190 PARK ROAD
    WESTON,MA02493     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 15,000
    CUMMINGS VETERINARY FUND
    200 WESTBORO ROAD
    NORTH GRAFTON,MA01536     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 15,000
    DOCTORS WITHOUT BORDERS
    333 7TH AVENUE
    NEW YORK,NY100015004     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 60,000
    EARTHJUSTICE
    50 CALIFORNIA STREET SUITE 500
    SAN FRANCISCO,CA94111     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 15,000
    ECOFLIGHT
    307 L ASPEN AIRPORT BUSINESS CENTER
    ASPEN,CO81611     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 3,000
    GREATER YELLOWSTONE
    215 S WALLACE
    BOZEMAN,MT59715     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 60,000
    HARVARD FIELD HOCKEY
    MASSACHUSETTS HALL
    CAMBRIDGE,MA02138     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 1,500
    HOME BASE PROGRAMRED SOX FOUNDATION
    4 YAWKEY WAY
    BOSTON,MA02215     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 250
    HORIZONS FOR HOMELESS CHILDREN
    1705 COLUMBUS AVE
    ROXBURY,MA02119     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 250
    LAKES REGION CONSERVATION
    156 DANE ROAD
    CENTER HARBOR,NH03226     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 25,000
    MA AUDUBON PROJECT
    208 GREAT ROAD
    LINCOLN,MA01773     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 10,000
    MASS SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
    350 SOUTH HUNTINGTON AVENUE
    BOSTON,MA02130     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 2,500
    MILTON ACADEMY
    170 CENTRE STREET
    MILTON,MA02186     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 500
    MOSES BROWN SCHOOL
    250 LLOYD AVENUE
    PROVIDENCE,RI02906     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 500
    NARSAD BRAIN & BEHAVIOR RESEARCH FOUNDATION
    60 CUTTER MILL ROAD SUITE 404
    GREAT NECK,NY11021     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 5,000
    NATURE CONSERVANCY
    4245 NORTH FAIRFAX DRIVE SUITE 100
    ARLINGTON,VA222031606     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 105,000
    NOBLE AND GREENOUGH SCHOOL
    10 CAMPUS DRIVE
    DEDHAM,MA02026     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 4,250
    NPR
    1111 NORTH CAPITAL STREET NE
    WASHINGTON,DC20002     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 5,000
    OXFAM AMERICA
    226 CAUSEWAY STREET 5
    BOSTON,MA02114     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 50,000
    PET PARTNERS
    875 124TH AVE SUITE 101
    BELLEVUE,WA98005     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 1,500
    PLANNED PARENTHOOD MA
    1055 COMMONWEALTH AVENUE
    BOSTON,MA022151001     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 15,000
    PRINCETON UNIVERSITY
    PRINCETON UNIVERSITY
    PRINCETON,NJ08544     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 7,500
    TETON SCIENCE SCHOOLS
    700 COYOTE CANYON ROAD
    JACKSON,WY83001     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 1,500
    THE PARK SCHOOL
    171 GODDARD AVE
    BROOKLINE,MA02445     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 100
    TUFTONBORO FREE LIBRARY
    221 MIDDLE ROAD
    TUFTONBORO,NH03816     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 5,000
    UNIVERSITY OF TEXAS AUSTIN
    1 UNIVERSITY STATION
    AUSTIN,TX78712     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 250
    WILDLIFE TRUST
    460 WEST 34TH STREET 17TH FLOOR
    NEW YORK,NY100012320     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 2,500
    WOLFWOOD REFUGE
    PO BOX 312
    IGNACIO,CO81137     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 2,500
    WORLD WILDLIFE FUND
    1250 24TH STREET NW
    WASHINGTON,DC20037     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 15,000
    YELLOWSTONE ASSOCIATION
    PO BOX 117
    YELLOWSTONE NATL PARK,WY82190     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 2,000
    Total .................................bullet 3a 503,850
    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 ............     		         
    4 Dividends and interest from securities....         216,264
    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.....         348
    8
    Gain or (loss) from sales of assets other than inventory .............     		        451,707
    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 0 668,319
    13Total. Add line 12, columns (b), (d), and (e)..................
    13668,319
    (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.)
    4, 7 THE FOUNDATION ACCOMPLISHES ITS CHARITABLE PURPOSE BY MAKING DIRECT
    & 8 GIFTS. THE SOURCE OF THE GIFTS IS THE INCOME AND OR PRINCIPAL OF ITS INVESTMENT PORTFOLIO. THE INTEREST, DIVIDENDS, GAINS AND OTHER INCOME ON LINES 4, 7 & 8 ARE THE INCOME GENERATED FROM THIS INVESTMENT PORT- FOLIO.
    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
    EAGLEMERE FOUNDATION INC
     
    Employer identification number

    04-3424302
    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
    EAGLEMERE FOUNDATION INC
          		Employer identification number

    04-3424302
    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
     
     

    JAY MARILYN SARLES  
    60 EDMUNDS ROAD
     
    WELLESLEY, MA02481

    		$120,000


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (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
    EAGLEMERE FOUNDATION INC
          		Employer identification number

    04-3424302
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    Name of organization
    EAGLEMERE FOUNDATION INC
          		Employer identification number

    04-3424302
    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 InvestmentsCorpBondsSchedule
    Name:
    EAGLEMERE FOUNDATION INC
    EIN: 04-3424302
    Name of Bond End of Year Book Value End of Year Fair Market Value
    5000 SHS ISHARES S&P US PFD STK INDEX 198,350 184,150
    150000 SHS CITIGROUP INC 0 0
    100000 SHS CISCO 102,141 100,254
    46762.468 SHS COLUMBIA BOND FUND CLASS Z SHS 0 0
    21844.451 SHS COLUMBIA INCOME OPPORTUNITIES 0 0
    33698.0979999999 SHS FRANKLIN FTLG RATE DAILY ACCESS 310,000 310,359
    100000 SHS JP MORGAN CHASE & CO 105,899 101,751
    100000 SHS PEPSICO INC 0 0
    11506.276 SHS PIMCO HIGH YIELD FD 110,000 110,575
    38908.397 SHS PIMCO TOTAL RETURN FUND 435,000 415,931
    100000 SHS WALMART STORES 106,653 103,140
    10860.195 SHS COLUMBIA INTERMEDIATE BOND FUND 93,149 97,199
    4333.694 SHS FRANKLIN FTLG RATE DAILY ACCESS 40,000 39,913

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    EAGLEMERE FOUNDATION INC
    EIN: 04-3424302
    Name of Stock End of Year Book Value End of Year Fair Market Value
    1150 SHS ABBOTT LABS 26,135 44,080
    1750 SHS ABBVIE INC 48,946 92,418
    950 SHS ACCENTURE 53,128 78,109
    1050 SHS AIR PRODS & CHEMS INC 86,302 117,369
    1300 SHS AMERICAN WTR WKS CO 0 0
    700 SHS AMGEN INC 80,892 79,856
    700 SHS ANADARKO PETE CORP 63,935 55,524
    300 SHS APPLE INC 167,735 168,306
    1300 SHS AT&T INC 46,526 45,708
    1400 SHS AUTOMATIC DATA PROCESSING INC 74,710 113,119
    14000 SHS BANK OF AMERICA CORP 195,705 217,980
    1500 SHS BAXTER INTL INC 0 0
    1200 SHS BB&T CORP 40,758 44,784
    900 SHS BECTON DICKINSON & CO 65,747 99,441
    700 SHS BERKSHIRE HATHAWAY INC 81,283 82,992
    300 SHS BLACKROCK INC 53,860 94,941
    2700 SHS BROADCOM CORP 71,116 80,042
    700 SHS CHEVRON CORP 85,180 87,437
    1450 SHS CHUBB CORP 0 0
    5450 SHS CISCO SYS INC 0 0
    700 SHS COACH 0 0
    1000 SHS COCA COLA CO 21,819 41,310
    1500 SHS COMCAST CORP 71,101 77,948
    2000 SHS CORNING INC 0 0
    400 SHS COSTCO WHSL CORP 49,644 47,608
    850 SHS CULLEN FROST BANKERS INC 0 0
    900 SHS DANAHER CORP 67,061 69,480
    500 SHS DEERE & CO 41,981 45,665
    950 SHS DIAMOND OFFSHORE DRILLING INC 0 0
    1100 SHS DISNEY WALT CO 76,213 84,040
    1600 SHS DOW CHEM CO 63,338 71,040
    1400 SHS EMERSON ELECTRIC CO 65,990 98,247
    1900 SHS EXXON MOBIL CORP 123,148 192,280
    500 SHS FEDEX CORP 67,947 71,885
    2400 SHS GENERAL ELEC CO 65,406 67,272
    700 SHS GENERAL DYNAMICS CORP 62,729 66,885
    3439.112 SHS HARBOR INTERNATIONAL FUND 220,000 244,211
    700 SHS HOME DEPOT INC 56,973 57,638
    700 SHS HONEYWELL INTL INC 28,496 63,959
    600 SHS IBM 47,457 112,542
    800 SHS JOHNSON & JOHNSON 47,828 73,272
    750 SHS KRAFT FOODS INC 24,898 40,433
    600 SHS MC DONALDS CORP 58,543 58,218
    600 SHS MCKESSON CORP 95,430 96,840
    1300 SHS MET LIFE INC 68,031 70,096
    2400 SHS MICROSOFT CORP 66,972 89,784
    450 SHS MONDELIZ INTL INC 8,650 15,885
    600 SHS MONSANTO CO 66,048 69,930
    600 SHS NATIONAL OILWELL VARCO INC 49,752 47,718
    1350 SHS NESTLE SA 0 0
    1650 SHS NOVARTIS A G 0 0
    1250 SHS OCCIDENTAL PETE CORP DEL 99,511 118,875
    600 SHS PEPSICO INC 39,338 49,764
    650 SHS PHILIP MORRIS INTL INC 29,694 56,635
    1400 SHS PFIZER INC 44,583 42,882
    1100 SHS PROCTER & GAMBLE CO 66,598 89,551
    900 SHS QUALCOMM INC 59,960 66,825
    500 SHS ROCHE HLDG LTD 0 0
    750 SHS SCHLUMBERGER LTD 47,772 67,583
    950 SHS SMUCKER J M CO 0 0
    900 SHS SOUTHERN CO 38,112 36,999
    800 SHS STARBUCKS CORP 64,379 62,712
    600 SHS TARGET CORP 40,077 37,962
    2600 SHS TE CONNECTIVITY LTD 0 0
    2300 SHS TEXAS INSTRS INC 0 0
    1900 SHS TJX COS INC NEW 0 0
    800 SHS UNITED HEALTH GROUP INC 57,333 60,240
    1000 SHS UNITED PARCEL SVC INC 0 0
    1000 SHS VERIZON COMMUNICATIONS 51,029 49,140
    1300 SHS WELLS FARGO & CO 34,901 59,020
    2650 SHS WEYERHAEUSER CO 0 0
    1300 SHS WHOLE FOODS MKT INC 73,884 75,179
    950 SHS 3M CO 0 0
    800 SHS BEAM INC 54,515 54,448
    12977.186 SHS COLUMBIA ACORN FUND CLASS Z 290,322 484,309
    1100 SHS ENTERGY CORP 69,690 69,597
    1500 SHS ISHARES RUSSELL 2000 VALUE INDEX 77,760 149,250
    2000 SHS ISHARES RUSSELL MIDCAP INDEX 175,290 299,960
    10275.973 SHS COLUMBIA SMALL CAP CORE FUND 177,192 209,013
    5200 SHS ISHARES DOW JONES EPAC SELECT 168,584 197,288
    4390.408 SHS COLUMBIA ACORN FUND INTL FUND 151,514 204,944
    5000 SHS ISHARES MSCI EMERGING MKTS INDEX 298,065 291,300
    12000 SHS VANGUARD FTSE EMERGING MKTS 440,943 493,680
    4875 SHS ISHARES TR RUSSELL 1000 ETF FUND 327,671 502,954
    1275 SHS ISHARES INTL SELECT DIVIDEND ETF 41,336 48,374
    300 SHS ISHARES RUSSELL MIDCAP ETF 41,837 44,994
    500 SHS ISHARES MSCI EMERGING MKTS 29,796 29,130
    1275 SHS ISHARES DOWN JONES EPAC SELECT DIV 0 0
    2050.381 SHS CAMBIAR SMALL CAP FUND 35,000 46,544
    2345.789 SHS JOHN HANCOCK FDS III DISCIPLINED VALUE 27,000 42,553
    1091.778 SHS PRUDENTIAL JENNISON MID CAP GROWTH FD 0 0
    1500 SHS VANGUARD MSCI EMERGING MKTS ETF 56,310 61,710

    TY 2013 InvestmentsOtherSchedule2
    Name:
    EAGLEMERE FOUNDATION INC
    EIN: 04-3424302
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    56337.647 SHS CREDIT SUISSE COMMODITY - RETURN PLUS AT COST 0 0
    24843.798 SHS CREDIT SUISSE COMMODITY - RETURN STRAT AT COST 188,564 179,621
    20358.306 SHS HUSSMAN INVT STRATEGIC GROWTH FUND AT COST 250,000 201,344
    5360.206 SHS PERMANENT PORTFOLIO AT COST 250,000 230,810
    300000 SHS SIMON PPTY GROUP INC AT COST 45,613 45,648
    2833.524 SHS CREDIT SUISSE COMMODITY - RETURN PLUS AT COST 21,790 20,486
    2035.831 SHS HUSSMAN INVT STRATEGIC GROWTH FUND AT COST 25,000 20,134
    536.021 SHS PERMANENT PORTFOLIO AT COST 25,000 23,081

    TY 2013 OtherExpensesSchedule
    Name:
    EAGLEMERE FOUNDATION INC
    EIN: 04-3424302
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT/DIVIDEND FEES 52 52 52 0
    STATE FILING FEE 500 0 0 0


    TY 2013 OtherIncomeSchedule2
    Name:
    EAGLEMERE FOUNDATION INC
    EIN: 04-3424302
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 348 348 348


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    EAGLEMERE FOUNDATION INC
    EIN: 04-3424302
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT FEES 35,549 35,549 35,549 0


    TY 2013 SubstantialContributorsSch
    Name:
    EAGLEMERE FOUNDATION INC
    EIN: 04-3424302
    Name Address
    MARILYN SARLES 60 EDMUNDS ROAD
    WELLESLEY,MA02481
    H JAY SARLES 60 EDMUNDS ROAD
    WELLESLEY,MA02481


    TY 2013 TaxesSchedule
    Name:
    EAGLEMERE FOUNDATION INC
    EIN: 04-3424302
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 5,263 5,263 5,263 0