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
The Boustead Family Foundation Inc
 

Number and street (or P.O. box number if mail is not delivered to street address)540 North State Road   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Briarcliff Manor, NY10510
A Employer identification number

52-2097838
B Telephone number (see instructions)

(914) 762-1234
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$3,933,742
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 119,087 119,087  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 270,214
b Gross sales price for all assets on line 6a 1,178,437
7 Capital gain net income (from Part IV, line 2)... 270,214
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)....... 15,556 0  
12 Total. Add lines 1 through 11........ 404,857 389,301  
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)....... 1,145 1,145   0
c Other professional fees (attach schedule).... 47,225 47,225   0
17 Interest............... 1,523 1,523   0
18 Taxes (attach schedule) (see instructions) 5,463 61   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 494 247   247
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 55,850 50,201   247
25 Contributions, gifts, grants paid........ 171,000 171,000
26 Total expenses and disbursements. Add lines 24 and 25 226,850 50,201   171,247
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 178,007
b Net investment income (if negative, enter -0-) 339,100
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 261,812 618,129 618,129
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 1,902,417 Click to see attachment2,151,071 2,151,071
c Investments—corporate bonds (attach schedule)........ 629,476 Click to see attachment406,474 406,474
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 657,886 Click to see attachment758,068 758,068
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment41,104 Click to see attachment0 Click to see attachment0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,492,695 3,933,742 3,933,742
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.................... 3,492,695 3,933,742
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 3,492,695 3,933,742
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 3,492,695 3,933,742
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 3,492,695
2 Enter amount from Part I, line 27a..................... 2 178,007
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 263,040
4 Add lines 1, 2, and 3.......................... 4 3,933,742
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 3,933,742
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 Ishares Barclays TIPS   2009-06-15 2013-01-30
b Ishares Barclays TIPS   2009-06-18 2013-01-30
c Ishares Barclays TIPS   2009-07-22 2013-01-30
d Amex 5.50% - Matured   2009-06-24 2013-04-16
e BOEING CO COM   2012-07-09 2013-12-10
DUNKIN BRANDS GROUP INC COM   2012-08-10 2013-10-18
NOVARTIS AG SPONSORED ADR   2012-04-13 2013-10-17
IRON MTN INC PA COM   2013-02-12 2013-10-17
DENBURY RES INC COM NEW   2012-09-21 2013-10-17
CAPITAL ONE FINL CORP COM   2012-09-05 2013-10-08
CAPITAL ONE FINL CORP COM   2012-03-15 2013-10-08
CAPITAL ONE FINL CORP COM   2012-02-15 2013-10-08
PIONEER NAT RES CO COM   2013-02-14 2013-09-24
IRON MTN INC PA COM   2013-02-12 2013-09-20
IRON MTN INC PA COM   2012-11-21 2013-09-20
IRON MTN INC PA COM   2012-03-14 2013-09-20
IRON MTN INC PA COM   2012-03-14 2013-09-17
IRON MTN INC PA COM   2011-08-11 2013-09-17
BORGWARNER INC COM   2012-05-15 2013-09-16
BORGWARNER INC COM   2011-06-17 2013-09-16
CAPITAL ONE FINL CORP COM   2012-02-15 2013-09-13
IRON MTN INC PA COM   2011-08-11 2013-08-26
IRON MTN INC PA COM   2011-08-05 2013-08-26
VISA INC COM CL A   2011-10-31 2013-08-01
VISA INC COM CL A   2011-07-12 2013-08-01
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTNERSHIP INT   2012-05-09 2013-07-18
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTNERSHIP INT   2011-12-13 2013-07-18
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTNERSHIP INT   2011-12-13 2013-07-15
DISCOVERY COMMUNICATIONS INC NEW COM SER C   2011-08-05 2013-06-19
DISCOVERY COMMUNICATIONS INC NEW COM SER C   2011-01-07 2013-06-19
CAPITAL ONE FINL CORP COM   2012-02-15 2013-06-18
CAPITAL ONE FINL CORP COM   2012-01-31 2013-06-18
ADT CORP COM   2012-10-05 2013-06-13
ADT CORP COM   2012-07-10 2013-06-13
ADT CORP COM   2012-04-20 2013-06-13
ADT CORP COM   2012-03-28 2013-06-13
UNITED PARCEL SVC INC CL B   2012-10-08 2013-05-23
UNITED PARCEL SVC INC CL B   2011-06-02 2013-05-23
UNITED PARCEL SVC INC CL B   2011-02-23 2013-05-23
PRAXAIR INC   2012-09-14 2013-04-12
PRAXAIR INC   2011-10-04 2013-04-12
PRAXAIR INC   2011-08-09 2013-04-12
PRAXAIR INC   2010-12-20 2013-04-12
AGRIUM INC COM ISIN CA0089161081   2013-02-12 2013-04-10
KINDER MORGAN INC DEL COM   2012-06-06 2013-04-08
KINDER MORGAN INC DEL COM   2011-11-15 2013-04-08
KINDER MORGAN INC DEL COM   2011-06-17 2013-04-08
KINDER MORGAN INC DEL COM   2011-06-02 2013-04-08
KINDER MORGAN INC DEL COM   2011-05-25 2013-04-08
KINDER MORGAN INC DEL COM   2011-05-24 2013-04-08
DISCOVERY COMMUNICATIONS INC NEW COM SER C   2011-01-07 2013-04-08
ADT CORP COM   2012-03-28 2013-04-03
HUNT J B TRANS SVCS INC COM   2010-10-06 2013-03-22
HUNT J B TRANS SVCS INC COM   2010-10-06 2013-03-14
HUNT J B TRANS SVCS INC COM   2010-09-15 2013-03-14
UNITED PARCEL SVC INC CL B   2011-02-23 2013-02-01
UNITED PARCEL SVC INC CL B   2010-08-24 2013-02-01
UNITED PARCEL SVC INC CL B   2010-06-21 2013-02-01
UNION PACIFIC CORP COM   2012-02-02 2013-01-29
GOOGLE INC CL A   2012-04-19 2013-01-16
GOOGLE INC CL A   2012-02-06 2013-01-16
GOOGLE INC CL A   2012-01-27 2013-01-16
NU SKIN ENTERPRISES INC CL A   2011-05-03 2013-12-05
HATTERAS FINL CORP COM   2010-04-27 2013-12-05
HATTERAS FINL CORP COM   2008-11-26 2013-12-05
HATTERAS FINL CORP COM   2008-11-21 2013-12-05
ENERGIZER HLDGS INC COM   2010-04-27 2013-12-05
ALLEGHANY CORP DEL COM   2009-11-06 2013-12-05
ALLEGHANY CORP DEL COM   2008-11-26 2013-12-05
ALLEGHANY CORP DEL COM   2008-11-21 2013-12-05
VALUECLICK INC COM   2010-07-29 2013-09-12
MICREL INC COM   2010-07-29 2013-09-12
MICREL INC COM   2010-02-25 2013-09-12
MICREL INC COM   2010-02-24 2013-09-12
WORLD FUEL SVCS CORP COM   2012-04-24 2013-09-11
VALUECLICK INC COM   2010-07-29 2013-09-11
RITCHIE BROS AUCTIONEERS INC COM   2012-08-28 2013-09-11
RITCHIE BROS AUCTIONEERS INC COM   2012-08-27 2013-09-11
PRICESMART INC COM   2008-11-21 2013-09-11
MICREL INC COM   2010-02-24 2013-09-11
MATSON INC COM   2009-08-20 2013-09-11
MATSON INC COM   2008-12-02 2013-09-11
MATSON INC COM   2008-11-26 2013-09-11
MATSON INC COM   2008-11-21 2013-09-11
KRATON PERFORMANCE POLYMERS INCCOM   2012-08-27 2013-09-11
KRATON PERFORMANCE POLYMERS INCCOM   2012-08-30 2013-09-11
KRATON PERFORMANCE POLYMERS INCCOM   2012-08-29 2013-09-11
KRATON PERFORMANCE POLYMERS INCCOM   2012-08-31 2013-09-11
KRATON PERFORMANCE POLYMERS INCCOM   2012-08-28 2013-09-11
ENERGIZER HLDGS INC COM   2010-04-27 2013-09-11
ENERGIZER HLDGS INC COM   2008-11-26 2013-09-11
ENERGIZER HLDGS INC COM   2008-11-21 2013-09-11
KAMAN CORP COM   2011-06-27 2013-08-23
KAMAN CORP COM   2011-06-24 2013-08-23
KAMAN CORP COM   2011-06-23 2013-08-23
MONTPELIER RE HOLDINGS LTD SHS ISIN#BMG621851069   2008-11-21 2013-07-25
MONTPELIER RE HOLDINGS LTD SHS ISIN#BMG621851069   2008-11-21 2013-07-23
ALLEGHANY CORP DEL COM   2008-11-21 2013-07-23
NU SKIN ENTERPRISES INC CL A   2011-05-03 2013-03-01
NU SKIN ENTERPRISES INC CL A   2011-05-03 2013-02-28
BANCO LATINAMERICANO DE COMERCIO EXTERIOR S A CL E ISIN#PAP169941328   2012-08-14 2013-12-13
BANCO LATINAMERICANO DE COMERCIO EXTERIOR S A CL E ISIN#PAP169941328   2011-10-05 2013-12-13
EATON CORP PLC SHS ISIN#IE00B8KQN827   2013-04-01 2013-12-13
EATON CORP PLC SHS ISIN#IE00B8KQN827   2013-02-26 2013-12-13
AIRCASTLE LTD SHS ISIN#BMG0219K1045   2013-05-28 2013-12-13
AIRCASTLE LTD SHS ISIN#BMG0219K1045   2013-05-24 2013-12-13
AIRCASTLE LTD SHS ISIN#BMG0219K1045   2013-05-23 2013-12-13
AIRCASTLE LTD SHS ISIN#BMG0219K1045   2013-05-22 2013-12-13
AIRCASTLE LTD SHS ISIN#BMG0219K1045   2013-05-21 2013-12-13
AIRCASTLE LTD SHS ISIN#BMG0219K1045   2013-05-20 2013-12-13
UBS AG LONDON BRH ETRACS ALERIAN MLP INDEX ETN   2013-08-15 2013-12-13
UBS AG LONDON BRH ETRACS ALERIAN MLP INDEX ETN   2013-08-14 2013-12-13
UBS AG LONDON BRH ETRACS ALERIAN MLP INDEX ETN   2013-08-13 2013-12-13
UBS AG LONDON BRH ETRACS ALERIAN MLP INDEX ETN   2013-08-12 2013-12-13
UBS AG LONDON BRH ETRACS ALERIAN MLP INDEX ETN   2013-08-09 2013-12-13
TORTOISE ENERGY INFRASTRUCTURE CORP COM   2012-08-14 2013-12-13
TORTOISE ENERGY INFRASTRUCTURE CORP COM   2011-10-05 2013-12-13
REALTY INCOME CORP COM   2012-08-14 2013-12-13
REALTY INCOME CORP COM   2011-10-05 2013-12-13
POWERSHARES EXCHANGE-TRADED FD TR II SENIOR LN PORT NYSE ARCA INC   2012-09-20 2013-12-13
POWERSHARES EXCHANGE-TRADED FD TR II SENIOR LN PORT NYSE ARCA INC   2012-09-20 2013-12-13
PFIZER INC COM   2012-08-14 2013-12-13
PFIZER INC COM   2011-10-05 2013-12-13
PENNYMAC MTG INVT TR COM   2013-05-14 2013-12-13
OMEGA HEALTHCARE INVS INC COM   2012-08-14 2013-12-13
OMEGA HEALTHCARE INVS INC COM   2011-11-09 2013-12-13
OMEGA HEALTHCARE INVS INC COM   2011-11-04 2013-12-13
OMEGA HEALTHCARE INVS INC COM   2011-11-02 2013-12-13
OLIN CORP NEW COM PAR $1   2011-10-05 2013-12-13
NEWCASTLE INVT CORP COM   2013-05-14 2013-12-13
NEW RESIDENTIAL INVT CORP COM   2013-05-21 2013-12-13
NATIONAL HEALTH INVESTORS INC   2012-08-14 2013-12-13
NATIONAL HEALTH INVESTORS INC   2011-10-05 2013-12-13
MICROCHIP TECHNOLOGY INC COM   2012-09-20 2013-12-13
MICROCHIP TECHNOLOGY INC COM   2011-10-05 2013-12-13
MFS GOVT MKTS INCOME TR SH BEN INT   2011-10-05 2013-12-13
LTC PROPERTIES INC   2011-10-05 2013-12-13
KRAFT FOODS GROUP INC COM   2012-08-14 2013-12-13
KRAFT FOODS GROUP INC COM   2011-10-05 2013-12-13
ISHARES TR S&P U S PFD STK INDEX FD   2012-08-14 2013-12-13
ISHARES TR S&P U S PFD STK INDEX FD   2011-10-05 2013-12-13
INVESCO MORTGAGE CAPITAL INC COM   2013-05-14 2013-12-13
HOSPITALITY PPTYS TR COM SH BEN INT   2011-11-09 2013-12-13
HOSPITALITY PPTYS TR COM SH BEN INT   2011-11-04 2013-12-13
HOSPITALITY PPTYS TR COM SH BEN INT   2011-11-02 2013-12-13
HOSPITALITY PPTYS TR COM SH BEN INT   2011-11-01 2013-12-13
HONEYWELL INTL INC COM   2012-09-20 2013-12-13
HONEYWELL INTL INC COM   2012-04-24 2013-12-13
HONEYWELL INTL INC COM   2012-04-23 2013-12-13
HERCULES TECHNOLOGY GROWTH CAP INC COM   2011-10-05 2013-12-13
GENUINE PARTS CO   2011-10-05 2013-12-13
GENERAL ELECTRIC CO COM   2013-02-06 2013-12-13
GANNETT COMPANY INC   2013-02-21 2013-12-13
GATX CORP   2012-08-14 2013-12-13
GATX CORP   2011-10-05 2013-12-13
EATON VANCE TAX MANAGED BUY WRITE OPPORTUNITIES FD COM   2011-10-05 2013-12-13
EPR PPTYS COM SH BEN INT   2013-08-16 2013-12-13
EPR PPTYS COM SH BEN INT   2013-08-15 2013-12-13
EPR PPTYS COM SH BEN INT   2013-08-14 2013-12-13
EPR PPTYS COM SH BEN INT   2013-08-13 2013-12-13
EPR PPTYS COM SH BEN INT   2013-08-13 2013-12-13
EPR PPTYS COM SH BEN INT   2013-08-08 2013-12-13
DU PONT E I DE NEMOURS & CO COM   2011-10-05 2013-12-13
DIGITAL RLTY TR INC COM   2011-11-09 2013-12-13
DIGITAL RLTY TR INC COM   2011-11-04 2013-12-13
DIGITAL RLTY TR INC COM   2011-11-02 2013-12-13
DIGITAL RLTY TR INC COM   2011-11-01 2013-12-13
AT&T INC COM   2012-08-14 2013-12-13
AT&T INC COM   2011-10-05 2013-12-13
RAYONIER INC COM   2012-08-14 2013-12-10
RAYONIER INC COM   2011-11-09 2013-12-10
RAYONIER INC COM   2011-11-09 2013-12-09
RAYONIER INC COM   2011-11-04 2013-12-09
RAYONIER INC COM   2011-11-04 2013-12-06
RAYONIER INC COM   2011-11-02 2013-12-06
RAYONIER INC COM   2011-11-01 2013-12-06
RAYONIER INC COM   2011-11-01 2013-12-05
CENTURYLINK INC COM   2011-10-05 2013-08-19
AMERICAN CAP AGY CORP COM   2011-10-05 2013-08-19
JPMORGAN CHASE & CO ALERIAN MLP INDEX ETN BASED ON WAP (LEVEL OF INDEX)   2012-08-14 2013-08-16
JPMORGAN CHASE & CO ALERIAN MLP INDEX ETN BASED ON WAP (LEVEL OF INDEX)   2011-10-05 2013-08-16
AMERICAN CAMPUS CMNTYS INC COM   2012-08-14 2013-08-08
AMERICAN CAMPUS CMNTYS INC COM   2011-10-05 2013-08-08
TORTOISE ENERGY INFRASTRUCTURE CORP COM   2011-10-05 2013-08-02
TORTOISE ENERGY INFRASTRUCTURE CORP COM   2011-10-05 2013-08-01
ANNALY CAP MGMT INC COM   2012-08-14 2013-05-14
ANNALY CAP MGMT INC COM   2011-10-05 2013-05-14
KIMBERLY CLARK CORP   2011-10-05 2013-04-25
MERCK & CO INC NEW COM   2012-08-14 2013-03-08
MERCK & CO INC NEW COM   2011-10-05 2013-03-08
TELEFONICA BRASIL SA SPONSORED ADR ISIN#US87936R1068   2012-08-14 2013-02-25
TELEFONICA BRASIL SA SPONSORED ADR ISIN#US87936R1068   2011-10-05 2013-02-25
WINDSTREAM CORP COM   2011-10-05 2013-02-22
TELEFONICA BRASIL SA SPONSORED ADR ISIN#US87936R1068   2011-10-05 2013-02-22
RAYTHEON CO COM NEW   2011-10-05 2013-01-28
LOCKHEED MARTIN CORP COM   2011-10-05 2013-01-28
400 Capital Credit Opportunities Fund LP P   2013-12-31
(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 59,893   50,309 9,584
b 29,946   25,025 4,921
c 29,946   25,386 4,560
d 100,000   99,756 244
e 12,336   6,815 5,521
20,335   13,158 7,177
27,590   20,018 7,572
3,704   4,878 -1,174
5,255   4,772 483
7,960   6,546 1,414
7,823   6,084 1,739
544   393 151
12,045   8,090 3,955
2,235   2,627 -392
1,248   1,413 -165
1,190   1,185 5
6,775   7,283 -508
914   1,003 -89
4,219   3,150 1,069
7,433   5,201 2,232
9,726   7,081 2,645
3,523   3,833 -310
1,003   1,127 -124
6,304   3,406 2,898
11,557   5,822 5,735
2,242   1,816 426
6,386   5,170 1,216
11,395   9,350 2,045
13,993   6,709 7,284
910   452 458
1,797   1,426 371
7,124   5,206 1,918
8,463   8,233 230
3,770   3,278 492
2,020   1,865 155
289   268 21
8,720   7,341 1,379
4,622   3,834 788
6,627   5,629 998
4,773   4,617 156
6,327   5,244 1,083
6,216   5,223 993
6,993   5,918 1,075
15,436   18,404 -2,968
7,834   6,637 1,197
5,987   5,056 931
5,796   4,895 901
1,497   1,264 233
4,267   3,604 663
213   180 33
5,841   2,885 2,956
6,750   5,351 1,399
3,700   1,764 1,936
6,965   3,317 3,648
2,594   1,216 1,378
1,678   1,555 123
4,713   3,769 944
1,198   930 268
13,347   11,439 1,908
8,603   7,307 1,296
10,753   9,132 1,621
717   574 143
51,627   13,323 38,304
1,878   3,015 -1,137
626   943 -317
4,086   5,229 -1,143
10,140   5,699 4,441
3,676   2,368 1,308
1,250   698 552
2,926   1,334 1,592
6,118   3,081 3,037
3,130   3,430 -300
720   724 -4
2,216   2,270 -54
6,922   7,713 -791
6,131   3,137 2,994
1,144   1,121 23
3,195   3,173 22
3,720   459 3,261
845   851 -6
1,635   805 830
592   249 343
1,410   585 825
4,427   1,654 2,773
2,920   3,038 -118
2,660   2,749 -89
2,660   2,825 -165
2,580   2,734 -154
2,560   2,676 -116
567   368 199
661   290 371
6,327   2,092 4,235
1,960   1,887 73
2,695   2,600 95
1,470   1,392 78
3,419   1,370 2,049
1,796   717 1,079
6,059   2,686 3,373
3,969   3,174 795
3,509   2,810 699
535   427 108
9,366   5,726 3,640
5,681   4,895 786
3,479   2,914 565
1,103   952 151
1,857   1,606 251
1,122   965 157
1,471   1,265 206
1,655   1,426 229
1,011   875 136
8,019   8,131 -112
6,913   7,019 -106
6,913   6,991 -78
5,254   5,397 -143
1,659   1,714 -55
922   815 107
26,554   18,731 7,823
380   404 -24
4,177   3,348 829
3,963   4,006 -43
3,963   4,006 -43
909   722 187
11,215   6,514 4,701
4,877   5,274 -397
602   468 134
3,009   1,672 1,337
3,009   1,688 1,321
5,717   3,263 2,454
13,075   8,779 4,296
2,302   3,427 -1,125
2,812   3,032 -220
567   519 48
7,931   6,007 1,924
4,561   3,728 833
6,634   4,851 1,783
2,846   3,348 -502
6,482   4,528 1,954
175   144 31
2,614   1,717 897
748   790 -42
14,208   13,143 1,065
4,028   5,390 -1,362
2,085   1,784 301
1,824   1,702 122
2,345   2,141 204
1,564   1,407 157
3,491   2,424 1,067
6,109   4,202 1,907
4,363   2,949 1,414
8,700   4,430 4,270
10,549   6,617 3,932
7,792   6,513 1,279
10,727   8,086 2,641
490   418 72
8,332   5,479 2,853
5,022   3,717 1,305
1,462   1,502 -40
2,436   2,549 -113
1,462   1,549 -87
536   566 -30
1,949   2,062 -113
292   310 -18
9,653   6,549 3,104
1,344   1,885 -541
1,344   1,894 -550
1,793   2,484 -691
896   1,217 -321
337   373 -36
6,068   5,070 998
440   475 -35
132   123 9
1,630   1,516 114
1,806   1,717 89
397   377 20
1,764   1,641 123
882   813 69
881   813 68
5,232   5,188 44
2,756   3,392 -636
907   792 115
29,476   21,658 7,818
370   456 -86
6,294   6,087 207
459   325 134
650   455 195
442   511 -69
3,535   3,678 -143
13,449   9,171 4,278
430   443 -13
7,317   5,363 1,954
764   738 26
3,972   3,942 30
4,066   5,072 -1,006
2,052   2,122 -70
7,120   5,220 1,900
6,283   5,151 1,132
29,362     29,362
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       9,584
b       4,921
c       4,560
d       244
e       5,521
      7,177
      7,572
      -1,174
      483
      1,414
      1,739
      151
      3,955
      -392
      -165
      5
      -508
      -89
      1,069
      2,232
      2,645
      -310
      -124
      2,898
      5,735
      426
      1,216
      2,045
      7,284
      458
      371
      1,918
      230
      492
      155
      21
      1,379
      788
      998
      156
      1,083
      993
      1,075
      -2,968
      1,197
      931
      901
      233
      663
      33
      2,956
      1,399
      1,936
      3,648
      1,378
      123
      944
      268
      1,908
      1,296
      1,621
      143
      38,304
      -1,137
      -317
      -1,143
      4,441
      1,308
      552
      1,592
      3,037
      -300
      -4
      -54
      -791
      2,994
      23
      22
      3,261
      -6
      830
      343
      825
      2,773
      -118
      -89
      -165
      -154
      -116
      199
      371
      4,235
      73
      95
      78
      2,049
      1,079
      3,373
      795
      699
      108
      3,640
      786
      565
      151
      251
      157
      206
      229
      136
      -112
      -106
      -78
      -143
      -55
      107
      7,823
      -24
      829
      -43
      -43
      187
      4,701
      -397
      134
      1,337
      1,321
      2,454
      4,296
      -1,125
      -220
      48
      1,924
      833
      1,783
      -502
      1,954
      31
      897
      -42
      1,065
      -1,362
      301
      122
      204
      157
      1,067
      1,907
      1,414
      4,270
      3,932
      1,279
      2,641
      72
      2,853
      1,305
      -40
      -113
      -87
      -30
      -113
      -18
      3,104
      -541
      -550
      -691
      -321
      -36
      998
      -35
      9
      114
      89
      20
      123
      69
      68
      44
      -636
      115
      7,818
      -86
      207
      134
      195
      -69
      -143
      4,278
      -13
      1,954
      26
      30
      -1,006
      -70
      1,900
      1,132
      29,362
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 2 270,214
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 160,529 3,331,493 0.048185
2011 151,330 3,160,444 0.047883
2010 150,167 3,131,593 0.047952
2009 164,457 2,951,246 0.055725
2008 185,307 3,331,571 0.055622
2 Total of line 1, column (d) ...................... 2 0.255367
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 0.051073
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 3,701,396
5 Multiply line 4 by line 3....................... 5 189,041
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 3,391
7 Add lines 5 and 6......................... 7 192,432
8 Enter qualifying distributions from Part XII, line 4.............. 8 171,247
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 6,782
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 6,782
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 6,782
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 7,500
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,500
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 10 718
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet718 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)
    bulletNJ
    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 .Click to see attachment
    8b
     
    No
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletDouglas Boustead Telephone no.bullet (914) 762-1234
    Located atbullet540 North State RoadBriarcliff ManorNY ZIP+4bullet10510
    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
     
    No
    .........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
    Douglas Boustead President
    1.00
    0 0 0
    149 Adirondack Road
    Adirondack,NY12808
    Michael Boustead Secretary/Treasurer
    1.00
    0 0 0
    560 Shady Dell Road
    York,PA17403
    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
    185,070
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    6,782
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
    2,183
    c
    Add lines 2a and 2b............................
    2c
    8,965
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    176,105
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    176,105
    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
    176,105
    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 7 176,105
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 156,637
    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.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 171,247
    a Applied to 2012, but not more than line 2a 156,637
    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..... 14,610
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2013. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........
    161,495
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............
    0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    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
    Soccer Elite Club Inc
    4 West Red Oak Lane - Suite 302
    White Plains,NY10604
    N/A Tax Exempt Charity Unrestricted Support 5,000
    North Country SPCA
    23 Lake Shore Rd
    Westport,NY12993
    N/A Tax Exempt Charity Unrestricted Support 20,000
    Friends of the Schroon Lake Library
    PO Box 253
    Schroon Lake,NY12870
    N/A Tax Exempt Library S Unrestricted Support 4,000
    Schroon Lake Volunteer Fire Department
    PO Box 456
    Schroon Lake,NY12870
    N/A Tax Exempt Charity Unrestricted Support 20,000
    Allegheny College - Annual Fund
    520 North Main Street
    Meadville,PA16335
    N/A Tax Exempt College Unrestricted Support 20,000
    Northern New York Audubon
    POBox 741
    Tupper Lake,NY12986
    N/A Tax Exempt Charity Unrestricted Support 1,000
    Cystic Fibrosis Foundation
    6931 Arlington Road
    Bethesda,MD20814
    N/A Tax Exempt Charity Unrestricted Support 2,000
    Alice Curtis Desmond and Hamilton Fish Library
    PO Box 265
    Garrison,NY10524
    N/A Tax Exempt Library Unrestricted Support 4,000
    Guiding Eyes for the Blind
    611 Granite Springs Road
    Yorktown Heights,NY10598
    N/A Tax Exempt Charity Unrestricted Support 2,000
    The Nascar Foundation
    301 South Tryon Street - Suite 1710
    Charlotte,NC28202
    N/A Tax Exempt Charity Unrestricted Support 2,000
    Vision Center CHLA
    4650 Sunset Blvd
    Los Angeles,CA90027
    N/A Tax Exempt Charity Unrestricted Support 1,000
    Adirondack Marathon Inc
    PO Box 583
    Schroon Lake,NY12870
    N/A Tax Exempt Charity Unrestricted Support 1,000
    SPCA of Upstate New York Inc
    588 Queensbury Avenue
    Queensbury,NY12804
    N/A Tax Exempt Charity Unrestricted Support 3,000
    York College of Pennsylvania
    441 Country Club Road
    York,PA17403
    N/A Tax Exempt Charity Unrestricted Support 25,000
    Lutheran Social Services of South Central PA
    1050 Pennsylvania Avenue
    York,PA17401
    N/A Tax Exempt Charity Unrestricted Support 5,000
    St Matthews Lutheran Evangelical Church
    839 West Market St
    York,PA17404
    N/A Tax Exempt Church Unrestricted Support 28,000
    Susquehanna University
    514 University Avenue
    Selingrove,PA17870
    N/A Tax Exempt College Unrestricted Support 10,000
    Dreamwrights
    100 Carlisle Avenue
    York,PA174043237
    N/A Tax Exempt Charity Unrestricted Support 1,000
    Messiah College
    One College Avenue
    Mechanicsburg,PA17055
    N/A Tax Exempt College Unrestricted Support 5,000
    Pregnancy and Family Resource Center
    46 West prince Street
    York,PA17401
    N/A Tax Exempt Charity Unrestricted Support 5,000
    YMCA of York County
    90 N Newberry St
    York,PA17404
    N/A Tax Exempt Charity Unrestricted Support 1,000
    York County Bar Foundation
    137 East Market Street
    York,PA17401
    N/A Tax Exempt Charity Unrestricted Support 5,000
    Cape May Bird Observatory
    PO Box 3
    Cape May Point,NJ08212
    N/A Tax Exempt Charity Unrestricted Support 1,000
    Total .................................bullet 3a 171,000
    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....     14 119,087  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............
             
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............
        18 270,214  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a400 Capital Credit K-1 523000 15,556      
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 15,556 389,301 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13404,857
    (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

    TY 2013 AccountingFeesSchedule
    Name:
    The Boustead Family Foundation Inc
    EIN: 52-2097838
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Boustead and Costello, CPA's 1,145 1,145   0

    TY 2013 ExplnOfNonFilingWithAGStmt
    Name:
    The Boustead Family Foundation Inc
    EIN: 52-2097838
    Statement:
    The state of New Jersey does not require a copy of the 990-PF be filed with the attorney general's office for this foundation, as it receives no public support.

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    The Boustead Family Foundation Inc
    EIN: 52-2097838
    Name of Bond End of Year Book Value End of Year Fair Market Value
    Goldman Sachs BE 100,152 100,152
    Morgan Stanley Global Sub 100,795 100,795
    JP Morgan Chase BE 101,751 101,751
    Wells Fargo & Co. 103,776 103,776

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    The Boustead Family Foundation Inc
    EIN: 52-2097838
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Consolidated Natural Gas 104,115 104,115
    Templeton Global Bond Fund 73,822 73,822
    SPDR S&P 500ETF 18,469 18,469
    SPDR S&P 500ETF 18,469 18,469
    SPDR S&P 500ETF 36,938 36,938
    SPDR S&P Midcap 400ETF 24,420 24,420
    SPDR S&P Midcap 400ETF 24,420 24,420
    Montpelier RE Holdings 8,759 8,759
    Montpelier RE Holdings 1,339 1,339
    Montpelier RE Holdings 6,664 6,664
    Montpelier RE Holdings 4,831 4,831
    White Mountains Insurance Group 16,283 16,283
    White Mountains Insurance Group 1,206 1,206
    White Mountains Insurance Group 1,809 1,809
    White Mountains Insurance Group 1,206 1,206
    White Mountains Insurance Group 1,809 1,809
    Advent Software Inc. 909 909
    Advent Software Inc. 2,167 2,167
    Advent Software Inc. 1,957 1,957
    Advent Software Inc. 7,550 7,550
    Advent Software Inc. 4,054 4,054
    Albemarle Corp. 507 507
    Albemarle Corp. 3,550 3,550
    Albemarle Corp. 4,564 4,564
    Albemarle Corp. 5,135 5,135
    Albemarle Corp. 887 887
    Albemarle Corp. 3,994 3,994
    Albemarle Corp. 18,130 18,130
    Albemarle Corp. 3,233 3,233
    Albemarle Corp. 3,360 3,360
    Alexander & Baldwin Inc. 6,552 6,552
    Alexander & Baldwin Inc. 2,087 2,087
    Alexander & Baldwin Inc. 876 876
    Alexander & Baldwin Inc. 3,171 3,171
    Alexander & Baldwin Inc. 4,841 4,841
    Alexander & Baldwin Inc. 4,006 4,006
    Alexander & Baldwin Inc. 3,839 3,839
    Alliant Techsystems Inc. 4,259 4,259
    Alliant Techsystems Inc. 5,111 5,111
    Alliant Techsystems Inc. 4,380 4,380
    Alliant Techsystems Inc. 12,898 12,898
    American Eagle Outfitters 7,733 7,733
    American Eagle Outfitters 3,542 3,542
    Atwood Oceanics Inc. 12,653 12,653
    Atwood Oceanics Inc. 1,869 1,869
    Atwood Oceanics Inc. 1,975 1,975
    Atwood Oceanics Inc. 14,362 14,362
    Atwood Oceanics Inc. 1,442 1,442
    Atwood Oceanics Inc. 1,068 1,068
    Cabelas Inc. 4,466 4,466
    Cabelas Inc. 7,333 7,333
    Cabelas Inc. 5,599 5,599
    Cabelas Inc. 333 333
    Cabelas Inc. 5,666 5,666
    Cabelas Inc. 1,000 1,000
    Cabelas Inc. 32,463 32,463
    Cabelas Inc. 3,666 3,666
    Columbia Sportwear Co. 4,804 4,804
    Columbia Sportwear Co. 4,410 4,410
    Columbia Sportwear Co. 3,780 3,780
    Columbia Sportwear Co. 4,410 4,410
    Columbia Sportwear Co. 4,253 4,253
    Corrections Corp. 10,102 10,102
    Corrections Corp. 1,636 1,636
    Corrections Corp. 6,350 6,350
    Corrections Corp. 6,318 6,318
    Corrections Corp. 2,694 2,694
    Corrections Corp. 4,618 4,618
    Deckers Outdoor Corp 12,162 12,162
    Deckers Outdoor Corp 24,324 24,324
    Eaton Vance Corp. 10,056 10,056
    Eaton Vance Corp. 1,155 1,155
    Eaton Vance Corp. 1,840 1,840
    Eaton Vance Corp. 4,322 4,322
    Eaton Vance Corp. 6,846 6,846
    Eaton Vance Corp. 13,308 13,308
    Eaton Vance Corp. 12,751 12,751
    Kaman Corp. 874 874
    Kaman Corp. 477 477
    Kaman Corp. 2,225 2,225
    Kaman Corp. 10,926 10,926
    MBIA Inc. 13,301 13,301
    MBIA Inc. 4,967 4,967
    MBIA Inc. 3,164 3,164
    MRC Global Inc. 34,712 34,712
    Martin Marietta Material Inc. 8,995 8,995
    Martin Marietta Material Inc. 1,499 1,499
    Martin Marietta Material Inc. 2,399 2,399
    Martin Marietta Material Inc. 5,197 5,197
    Matson Inc. 470 470
    Matson Inc. 3,029 3,029
    Matson Inc. 2,507 2,507
    Matson Inc. 2,402 2,402
    Matson Inc. 3,081 3,081
    Matson Inc. 3,185 3,185
    Matson Inc. 1,645 1,645
    Matson Inc. 1,802 1,802
    Micrel Inc. 1,175 1,175
    Micrel Inc. 1,224 1,224
    Micrel Inc. 6,800 6,800
    Newmarket Corp. 6,683 6,683
    Newmarket Corp. 8,688 8,688
    Newmarket Corp. 22,054 22,054
    Newmarket Corp. 18,712 18,712
    Newmarket Corp. 15,037 15,037
    Old Dominion Freight Line Inc. 7,396 7,396
    Old Dominion Freight Line Inc. 13,958 13,958
    Old Dominion Freight Line Inc. 19,445 19,445
    Old Dominion Freight Line Inc. 9,782 9,782
    Olin Corp. 38,803 38,803
    Pricesmart Inc. 24,379 24,379
    Pricesmart Inc. 7,395 7,395
    Pricesmart Inc. 10,052 10,052
    Pricesmart Inc. 10,399 10,399
    Richie Bros Auctioneers Inc. 1,972 1,972
    Richie Bros Auctioneers Inc. 3,187 3,187
    Richie Bros Auctioneers Inc. 3,118 3,118
    Richie Bros Auctioneers Inc. 3,050 3,050
    Service Corp. International 17,749 17,749
    Service Corp. International 1,505 1,505
    Service Corp. International 8,974 8,974
    Service Corp. International 5,240 5,240
    Service Corp. International 907 907
    Sturm Ruger & Co. Inc. 17,542 17,542
    Sturm Ruger & Co. Inc. 11,329 11,329
    Sturm Ruger & Co. Inc. 1,316 1,316
    Sturm Ruger & Co. Inc. 1,243 1,243
    Tejon Ranch Co. 8,455 8,455
    Tejon Ranch Co. 1,029 1,029
    Tejon Ranch Co. 3,860 3,860
    Tejon Ranch Co. 2,389 2,389
    Tejon Ranch Co. 1,654 1,654
    Tempur Sealy International Inc. 11,655 11,655
    Tempur Sealy International Inc. 23,257 23,257
    Tenet Healthcare Corp. 8,740 8,740
    Tenet Healthcare Corp. 4,307 4,307
    Tenet Healthcare Corp. 2,980 2,980
    Tenet Healthcare Corp. 168 168
    Tenet Healthcare Corp. 5,918 5,918
    Tenet Healthcare Corp. 495 495
    Tenet Healthcare Corp. 4,170 4,170
    Tenet Healthcare Corp. 4,012 4,012
    Tredegar Corp. 6,886 6,886
    Tredegar Corp. 1,066 1,066
    Tredegar Corp. 13,858 13,858
    Tredegar Corp. 4,667 4,667
    Valueclick Inc. 15,354 15,354
    World Fuel Systems Services Corp. 3,410 3,410
    World Fuel Systems Services Corp. 10,488 10,488
    First Industrial Realty Trust 3,263 3,263
    First Industrial Realty Trust 5,130 5,130
    First Industrial Realty Trust 3,507 3,507
    First Industrial Realty Trust 8,306 8,306
    First Industrial Realty Trust 11,308 11,308
    Tejon Ranch Co. Warrants 187 187
    Tejon Ranch Co. Warrants 23 23
    Tejon Ranch Co. Warrants 85 85
    Tejon Ranch Co. Warrants 37 37
    Tejon Ranch Co. Warrants 53 53
    Invesco Ltd. 20,493 20,493
    Invesco Ltd. 1,747 1,747
    Nielsen Holdings B V 12,023 12,023
    Nielsen Holdings B V 5,690 5,690
    Nielsen Holdings B V 6,929 6,929
    Nielsen Holdings B V 11,427 11,427
    Teekay Corp. 22,421 22,421
    Teekay Corp. 10,850 10,850
    Amazon.Com Inc. 17,946 17,946
    Amazon.Com Inc. 15,154 15,154
    AIG International Group Inc. 4,288 4,288
    AIG International Group Inc. 16,642 16,642
    AIG International Group Inc. 5,871 5,871
    Blackrock Inc. 18,039 18,039
    Blackrock Inc. 5,380 5,380
    Boeing Co. 22,930 22,930
    Boeing Co. 15,287 15,287
    Boeing Co. 5,869 5,869
    Borgwarner Inc. 8,610 8,610
    Borgwarner Inc. 18,674 18,674
    Calpine 20,466 20,466
    Calpine 8,175 8,175
    Calpine 6,263 6,263
    Denbury Resources Inc 8,182 8,182
    Denbury Resources Inc 7,377 7,377
    Denbury Resources Inc 6,145 6,145
    EBay Inc. 5,102 5,102
    EBay Inc. 11,357 11,357
    EBay Inc. 8,010 8,010
    EBay Inc. 10,534 10,534
    EBay Inc. 5,322 5,322
    EBay Inc. 7,681 7,681
    Enbridge Energy Partners LP 20,401 20,401
    Enbridge Energy Partners LP 5,197 5,197
    Express Scripts Holding Co. 12,994 12,994
    Express Scripts Holding Co. 15,031 15,031
    Express Scripts Holding Co. 9,904 9,904
    General Motors 28,282 28,282
    Hunt J B Transportation Services 387 387
    Hunt J B Transportation Services 8,812 8,812
    Hunt J B Transportation Services 10,358 10,358
    IHS Inc. 32,080 32,080
    IHS Inc. 6,823 6,823
    Intuit Inc. 19,004 19,004
    Intuit Inc. 14,119 14,119
    ITC Holdings Inc. 13,127 13,127
    ITC Holdings Inc. 3,929 3,929
    ITC Holdings Inc. 7,857 7,857
    JP Morgan Chase 32,222 32,222
    Markwest Energy Partners LP 8,200 8,200
    Markwest Energy Partners LP 7,539 7,539
    Markwest Energy Partners LP 13,094 13,094
    Monsanto Co. 583 583
    Monsanto Co. 2,681 2,681
    Monsanto Co. 11,422 11,422
    Monsanto Co. 11,888 11,888
    Monsanto Co. 7,343 7,343
    Pioneer Natural Resources 14,726 14,726
    Pioneer Natural Resources 18,039 18,039
    QEP Res Inc. 23,417 23,417
    Range Resources 25,462 25,462
    Range Resources 7,757 7,757
    Union Pacific Corp. 6,384 6,384
    Union Pacific Corp. 11,256 11,256
    Union Pacific Corp. 9,744 9,744
    Union Pacific Corp. 6,552 6,552
    United Rentals 12,160 12,160
    United Rentals 12,394 12,394
    Verisk Analytics Inc. 11,895 11,895
    Verisk Analytics Inc. 13,538 13,538
    American Tower REIT 22,509 22,509
    American Tower REIT 4,550 4,550
    American Tower REIT 5,428 5,428
    American Tower REIT 4,869 4,869
    American Tower REIT 7,657 7,657

    TY 2013 InvestmentsOtherSchedule2
    Name:
    The Boustead Family Foundation Inc
    EIN: 52-2097838
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    400 CAPITAL LP FMV 758,068 758,068

    TY 2013 OtherAssetsSchedule
    Name:
    The Boustead Family Foundation Inc
    EIN: 52-2097838
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Accrued Interest on Bonds 6,151    
    Accrued Security Sales 34,953    


    TY 2013 OtherExpensesSchedule
    Name:
    The Boustead Family Foundation Inc
    EIN: 52-2097838
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Office Expense 494 247   247


    TY 2013 OtherIncomeSchedule2
    Name:
    The Boustead Family Foundation Inc
    EIN: 52-2097838
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    400 Capital Credit K-1 15,556   15,556


    TY 2013 OtherIncreasesSchedule
    Name:
    The Boustead Family Foundation Inc
    EIN: 52-2097838
    Description Amount
    Unrealized Gain(Loss) on Securities 233,633
    Unrealized Gain(Loss) on 400 Capital Credit Opportunities Fund LP 26,086
    MLP Distributions 3,321


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    The Boustead Family Foundation Inc
    EIN: 52-2097838
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Credit Suisse Management Fees 26,670 26,670   0
    400 Capital Credit Opportunities Fund LP 20,555 20,555   0


    TY 2013 TaxesSchedule
    Name:
    The Boustead Family Foundation Inc
    EIN: 52-2097838
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Federal Excise Tax 5,402 0   0
    Foreign Taxes 61 61   0