Form990-PF
Click to see attachment

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.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
TR UW OF ANNIE E WILSON
 

Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 1802   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PROVIDENCE, RI029011802
A Employer identification number

04-6037210
B Telephone number (see instructions)

(888) 866-3275
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$4,147,280J 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
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 92,029 89,471  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 369,440
b Gross sales price for all assets on line 6a 2,346,567
7 Capital gain net income (from Part IV, line 2)... 369,440
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......   70  
12 Total. Add lines 1 through 11........ 461,469 458,981  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 53,997 21,599   32,398
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 1,250 0 0 1,250
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 19,149 2,595   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 785 1,975   785
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 75,181 26,169 0 34,433
25 Contributions, gifts, grants paid........ 222,921 222,921
26 Total expenses and disbursements. Add lines 24 and 25 298,102 26,169 0 257,354
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 163,367
b Net investment income (if negative, enter -0-) 432,812
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
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.......... 38,422 50,655 50,655
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 3,587,427 Click to see attachment3,991,059 4,096,625
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 164,804   0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,790,653 4,041,714 4,147,280
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 3,790,653 4,041,714
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 instructions)...... 3,790,653 4,041,714
31 Total liabilities and net assets/fund balances (see instructions).. 3,790,653 4,041,714
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 3,790,653
2 Enter amount from Part I, line 27a..................... 2 163,367
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 142,687
4 Add lines 1, 2, and 3.......................... 4 4,096,707
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 54,993
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 4,041,714
Form 990-PF (2014)
Form 990-PF (2014)
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 220. AT&T INC   2006-09-28 2014-06-10
b 55. AT&T INC   2006-09-28 2014-06-30
c 200. AT&T INC   2008-07-21 2014-06-30
d 300. ABBVIE INC COM   2010-08-13 2014-06-10
e 190. ABBVIE INC COM   2010-08-13 2014-06-30
140. ABBVIE INC COM   2004-04-20 2014-06-30
80. AIR PRODUCTS AND CHEMICALS INC   2010-08-13 2014-06-10
80. AIR PRODUCTS AND CHEMICALS INC   2010-08-13 2014-06-30
300. APPLE INC COM   2006-11-17 2014-06-10
330. APPLE INC COM   2006-11-17 2014-06-30
70. CELGENE CORP   2010-08-13 2014-06-10
140. CELGENE CORP   2010-08-13 2014-06-30
80. CHEVRONTEXACO CORP COM   2008-07-30 2014-06-10
60. CHEVRONTEXACO CORP COM   2008-07-30 2014-06-30
30. CHEVRONTEXACO CORP COM   2010-08-13 2014-06-30
8. CITIGROUP INC NEW COM   2008-05-18 2014-06-10
33. CITIGROUP INC NEW COM   2008-05-21 2014-06-10
17. CITIGROUP INC NEW COM   2008-09-30 2014-06-10
21. CITIGROUP INC NEW COM   2008-10-15 2014-06-10
181. CITIGROUP INC NEW COM   2010-08-13 2014-06-10
298. CITIGROUP INC NEW COM   2010-08-13 2014-06-30
1225.741 AGGREGATE BOND CTF   2014-06-30 2014-12-31
275.625 SMALL CAP GROWTH LEADERS CTF   2013-08-31 2014-06-30
3179.426 CREDIT SUISSE COMMODITY-RETURN STRATEGY FUND CL I   2013-08-22 2014-06-30
190. DISCOVER FINL SVCS COM   2010-08-13 2014-06-10
220. DISCOVER FINL SVCS COM   2010-08-13 2014-06-30
380. E M C CORP MASS   2007-05-03 2014-06-10
50. E M C CORP MASS   2007-05-03 2014-06-30
380. E M C CORP MASS   2008-07-09 2014-06-30
478.452 EMERGING MARKETS STOCK COMMON TRUST FUND   2014-06-30 2014-12-31
49.632 MID CAP VALUE CTF   2013-08-31 2014-06-30
1046.613 MID CAP VALUE CTF   2013-08-31 2014-12-31
373.618 SMALL CAP VALUE CTF   2013-08-31 2014-06-30
1023.021 MID CAP GROWTH CTF   2014-06-13 2014-06-30
468.376 MID CAP GROWTH CTF   2014-06-13 2014-12-31
883.525 MID CAP GROWTH CTF   2013-08-31 2014-12-31
160. GILEAD SCIENCES INC   2007-10-24 2014-06-10
180. GILEAD SCIENCES INC   2007-10-24 2014-06-30
80. GOLDMAN SACHS GROUP INC   2010-08-13 2014-06-10
100. GOLDMAN SACHS GROUP INC   2010-08-13 2014-06-30
6987.791 GOLDMAN SACHS STRATEGIC INCOME FUND INSTL   2014-07-03 2014-12-31
20. GOOGLE INC CL A   2007-01-23 2014-06-10
20. GOOGLE INC CL A   2008-07-21 2014-06-30
10. GOOGLE INC CL A   2007-05-03 2014-06-30
20. GOOGLE INC COM CL C   2007-01-23 2014-06-10
20. GOOGLE INC COM CL C   2008-07-21 2014-06-30
10. GOOGLE INC COM CL C   2007-05-03 2014-06-30
346.173 DIVIDEND INCOME COMMON TRUST FUND   2014-06-13 2014-06-30
514.261 DIVIDEND INCOME COMMON TRUST FUND   2014-06-13 2014-12-31
327.82 DIVIDEND INCOME COMMON TRUST FUND   2013-08-31 2014-12-31
30. INTERNATIONAL BUSINESS MACHS   2010-08-13 2014-06-10
90. INTERNATIONAL BUSINESS MACHS   2008-10-09 2014-06-10
10. INTERNATIONAL BUSINESS MACHS   2008-10-09 2014-06-30
50. INTERNATIONAL BUSINESS MACHS   2008-10-10 2014-06-30
70. INTERNATIONAL BUSINESS MACHS   2008-11-13 2014-06-30
80. ISHARES CORE S&P MID CAP ETF   2013-08-27 2014-06-30
50. ISHARES RUSSELL 2000 ETF   2013-08-27 2014-06-30
80. J P MORGAN CHASE & CO COM   2006-06-27 2014-06-10
5. J P MORGAN CHASE & CO COM   2006-07-17 2014-06-10
105. J P MORGAN CHASE & CO COM   2008-10-16 2014-06-10
35. J P MORGAN CHASE & CO COM   2008-10-16 2014-06-30
170. J P MORGAN CHASE & CO COM   2008-11-13 2014-06-30
280. MICROSOFT CORPORATION   2006-07-25 2014-06-10
175. MICROSOFT CORPORATION   2006-07-25 2014-06-30
140. MICROSOFT CORPORATION   2008-11-13 2014-06-30
60. OCCIDENTAL PETROLEUM CORPORATION   2008-10-15 2014-06-10
50. OCCIDENTAL PETROLEUM CORPORATION   2008-11-13 2014-06-10
120. OCCIDENTAL PETROLEUM CORPORATION   2008-11-13 2014-06-30
4158.414 PIMCO HIGH YIELD FD INSTL CL   2013-08-27 2014-06-30
50. PEPSICO INCORPORATED   2008-10-22 2014-06-10
70. PEPSICO INCORPORATED   2008-10-15 2014-06-10
60. PEPSICO INCORPORATED   2008-10-15 2014-06-30
80. PEPSICO INCORPORATED   2008-11-13 2014-06-30
290. PFIZER INC   2008-09-24 2014-06-10
120. PFIZER INC   2008-09-30 2014-06-10
450. PFIZER INC   2008-09-30 2014-06-30
110. PHILIP MORRIS INTL INC COM   2010-08-13 2014-06-10
130. PHILIP MORRIS INTL INC COM   2010-08-13 2014-06-30
6090. POWERSHARES DB COMMODITY INDEX TRACKING FUND UNIT BEN INT   2013-08-27 2014-12-31
338. POWERSHARES DB COMMODITY INDEX TRACKING FUND UNIT BEN INT   2014-06-30 2014-12-31
29.306 PROCTER & GAMBLE CO COM   2008-08-04 2014-06-10
80.694 PROCTER & GAMBLE CO COM   2007-04-02 2014-06-10
57.367 PROCTER & GAMBLE CO COM   2007-04-02 2014-06-30
73.633 PROCTER & GAMBLE CO COM   2007-05-03 2014-06-30
60. SCHLUMBERGER LTD COM   2008-02-26 2014-06-10
60. SCHLUMBERGER LTD COM   2010-08-13 2014-06-10
130. SCHLUMBERGER LTD COM   2010-08-13 2014-06-30
180. TJX COMPANIES INCORPORATED NEW   2010-08-13 2014-06-10
200. TJX COMPANIES INCORPORATED NEW   2010-08-13 2014-06-30
170. TARGET CORP   2010-08-13 2014-06-10
190. TARGET CORP   2010-08-13 2014-06-30
60. UNITED PARCEL SERVICE CL B   2010-08-13 2014-06-10
60. UNITED PARCEL SERVICE CL B   2010-08-13 2014-06-30
90. UNITED TECHNOLOGIES CORP   2003-07-30 2014-06-10
105. UNITED TECHNOLOGIES CORP   2003-07-30 2014-06-30
200. UNITEDHEALTH GROUP INC   2010-08-13 2014-06-10
220. UNITEDHEALTH GROUP INC   2010-08-13 2014-06-30
130. VANGUARD FTSE DEVELOPED MARKETS ETF   2013-08-27 2014-06-30
2660. VANGUARD FTSE EMERGING MKTS ETF   2013-08-27 2014-06-30
492. VANGUARD REIT ETF   2014-06-30 2014-12-31
150. VERIZON COMMUNICATIONS   2006-04-28 2014-06-10
170. VERIZON COMMUNICATIONS   2006-04-28 2014-06-30
20. WELLS FARGO COMPANY   2008-11-13 2014-06-10
210. WELLS FARGO COMPANY   2010-08-13 2014-06-10
250. WELLS FARGO COMPANY   2010-08-13 2014-06-30
16739.268 GOVERNMENT CREDIT CTF   1996-03-31 2014-06-30
7065.413 GOVERNMENT CREDIT CTF   1997-02-21 2014-06-30
7065.413 GOVERNMENT CREDIT CTF   1999-07-16 2014-06-30
14223.618 GOVERNMENT CREDIT CTF   1999-06-30 2014-06-30
7105.181 GOVERNMENT CREDIT CTF   1999-07-09 2014-06-30
7131.693 GOVERNMENT CREDIT CTF   1999-07-23 2014-06-30
7184.717 GOVERNMENT CREDIT CTF   1997-05-31 2014-06-30
7927.05 GOVERNMENT CREDIT CTF   2000-07-07 2014-06-30
7171.461 GOVERNMENT CREDIT CTF   1999-07-31 2014-06-30
6803.646 GOVERNMENT CREDIT CTF   2007-10-31 2014-06-30
14462.225 GOVERNMENT CREDIT CTF   2000-06-30 2014-06-30
1985.832 HIGH QUALITY CORE COMMON TRUST FUND   2014-06-13 2014-06-30
1050.829 STRATEGIC GROWTH COMMON TRUST FUND   2014-06-13 2014-06-30
3235.268 STRATEGIC GROWTH COMMON TRUST FUND   2014-06-13 2014-12-31
735.316 STRATEGIC GROWTH COMMON TRUST FUND   2013-08-31 2014-12-31
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 7,676   7,135 541
b 1,947   1,784 163
c 7,080   6,397 683
d 16,117   7,822 8,295
e 10,725   4,954 5,771
7,902   2,975 4,927
9,790   5,947 3,843
10,267   5,947 4,320
28,098   3,668 24,430
30,888   4,034 26,854
11,346   3,897 7,449
12,032   3,897 8,135
9,988   6,850 3,138
7,827   5,137 2,690
3,914   2,312 1,602
395   2,321 -1,926
1,628   9,448 -7,820
839   3,512 -2,673
1,036   3,594 -2,558
8,931   7,149 1,782
14,055   11,771 2,284
20,828   20,817 11
5,950   5,418 532
24,482   23,528 954
11,749   2,792 8,957
13,636   3,233 10,403
10,103   5,821 4,282
1,315   766 549
9,993   5,122 4,871
22,043   23,489 -1,446
1,469   1,284 185
31,281   29,476 1,805
9,414   8,358 1,056
26,765   26,636 129
12,713   12,264 449
23,982   22,302 1,680
12,689   3,446 9,243
14,993   3,877 11,116
13,308   11,940 1,368
16,779   14,926 1,853
71,834   74,210 -2,376
11,374   4,831 6,543
11,716   4,714 7,002
5,858   2,336 3,522
11,209   4,816 6,393
11,537   4,699 6,838
5,769   2,328 3,441
17,138   17,055 83
26,723   26,531 192
17,035   15,185 1,850
5,515   3,833 1,682
16,545   8,280 8,265
1,814   920 894
9,072   4,491 4,581
12,701   5,470 7,231
11,423   9,611 1,812
5,936   5,087 849
4,603   3,321 1,282
288   202 86
6,041   4,031 2,010
2,020   1,344 676
9,811   5,890 3,921
11,479   6,725 4,754
7,329   4,203 3,126
5,863   2,704 3,159
5,986   2,732 3,254
4,989   2,217 2,772
12,315   5,321 6,994
40,628   39,172 1,456
4,411   2,729 1,682
6,176   3,748 2,428
5,361   3,213 2,148
7,147   4,269 2,878
8,536   5,235 3,301
3,532   2,138 1,394
13,379   8,018 5,361
9,683   5,679 4,004
10,987   6,711 4,276
111,292   117,925 -6,633
6,177   6,398 -221
2,348   1,908 440
6,465   5,089 1,376
4,521   3,618 903
5,803   4,613 1,190
6,392   5,323 1,069
6,392   3,542 2,850
15,288   7,673 7,615
10,061   3,739 6,322
10,616   4,155 6,461
9,652   8,761 891
11,060   9,792 1,268
6,174   3,858 2,316
6,166   3,858 2,308
10,708   3,460 7,248
12,155   4,036 8,119
15,923   6,397 9,526
18,036   7,037 10,999
5,529   4,879 650
114,608   99,305 15,303
40,412   36,411 4,001
7,397   4,461 2,936
8,298   5,056 3,242
1,050   535 515
11,024   5,472 5,552
13,150   6,514 6,636
136,209   142,735 -6,526
57,492   60,212 -2,720
57,492   59,932 -2,440
115,739   120,008 -4,269
57,816   59,944 -2,128
58,031   60,041 -2,010
58,463   60,473 -2,010
64,503   66,573 -2,070
58,355   60,101 -1,746
55,362   57,012 -1,650
117,681   121,164 -3,483
26,003   25,916 87
12,524   12,522 2
40,834   38,804 2,030
9,281   7,830 1,451
      37,076
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       541
b       163
c       683
d       8,295
e       5,771
      4,927
      3,843
      4,320
      24,430
      26,854
      7,449
      8,135
      3,138
      2,690
      1,602
      -1,926
      -7,820
      -2,673
      -2,558
      1,782
      2,284
      11
      532
      954
      8,957
      10,403
      4,282
      549
      4,871
      -1,446
      185
      1,805
      1,056
      129
      449
      1,680
      9,243
      11,116
      1,368
      1,853
      -2,376
      6,543
      7,002
      3,522
      6,393
      6,838
      3,441
      83
      192
      1,850
      1,682
      8,265
      894
      4,581
      7,231
      1,812
      849
      1,282
      86
      2,010
      676
      3,921
      4,754
      3,126
      3,159
      3,254
      2,772
      6,994
      1,456
      1,682
      2,428
      2,148
      2,878
      3,301
      1,394
      5,361
      4,004
      4,276
      -6,633
      -221
      440
      1,376
      903
      1,190
      1,069
      2,850
      7,615
      6,322
      6,461
      891
      1,268
      2,316
      2,308
      7,248
      8,119
      9,526
      10,999
      650
      15,303
      4,001
      2,936
      3,242
      515
      5,552
      6,636
      -6,526
      -2,720
      -2,440
      -4,269
      -2,128
      -2,010
      -2,010
      -2,070
      -1,746
      -1,650
      -3,483
      87
      2
      2,030
      1,451
       
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 2 369,440
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 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))
2013 158,832 3,998,045 0.039727
2012 185,455 3,676,210 0.050447
2011 154,066 3,640,115 0.042324
2010 138,939 3,391,263 0.04097
2009 155,605 3,022,303 0.051486
2 Total of line 1, column (d) ...................... 2 0.224954
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 0.044991
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 4,244,180
5 Multiply line 4 by line 3....................... 5 190,950
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 4,328
7 Add lines 5 and 6......................... 7 195,278
8 Enter qualifying distributions from Part XII, line 4.............. 8 257,354
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 (2014)
Form 990-PF (2014)
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 4,328
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 4,328
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 4,328
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 9,040
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,040
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 4,712
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet2,164 RefundedBullet 11 2,548
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 Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 addressbullet  
    14
    The books are in care ofbulletUS TRUST FIDUCIARY TAX SERVICES Telephone no.bullet (888) 866-3275
    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 2014, 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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    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 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 2014?.............
    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 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    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 2014 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 2014.)....................
    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 2014?
    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 4945(d)(4)(A)? (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
     
    No
    .........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 (2014)
    Form 990-PF (2014)
    Page 7
    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
    BANK OF AMERICA N A TRUSTEE
    1     		53,997    
    225 FRANKLIN ST
    BOSTON,MA02110
    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 (2014)
    Form 990-PF (2014)
    Page 8
    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 instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    4,229,271
    b
    Average of monthly cash balances.......................
    1b
    79,541
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,308,812
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    4,308,812
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    64,632
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,244,180
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    212,209
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    212,209
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    4,328
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,328
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    207,881
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    207,881
    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
    207,881
    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
    257,354
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    257,354
    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
    4,328
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    253,026
    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 (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 207,881
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 72,182
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 0
    b From 2010....... 0
    c From 2011....... 0
    d From 2012....... 0
    e From 2013....... 0
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 257,354
    a Applied to 2013, but not more than line 2a 72,182
    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 2014 distributable amount..... 185,172
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2014. 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 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		22,709
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2010.... 0
    b Excess from 2011.... 0
    c Excess from 2012.... 0
    d Excess from 2013.... 0
    e Excess from 2014.... 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    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 2014, 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) 2014 (b) 2013 (c) 2012 (d) 2011
             
    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 or email address 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 (2014)
    Form 990-PF (2014)
    Page 11
    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
    LYNN HOME FOR YOUNG WOMEN
    ATTN TREASURER
    PO BOX 781
    LYNN,MA019030981     		N/A PF UNRESTRICTED GENERAL 55,730
    FAMILY & CHILDREN SVCS
    EASTERN BANK AND TRUST
    605 BROADWAY 41
    SAUGUS,MA019063283     		N/A PC UNRESTRICTED GENERAL 111,461
    LYNN HOME FOR ELDERLY PERSONS
    ATT RICHARD F MURRAY TREAS
    1 ATLANTIC TER
    LYNN,MA019023116     		N/A PF UNRESTRICTED GENERAL 55,730
    Total .................................bullet 3a 222,921
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    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 92,029  
    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 .............     		    18 369,440  
    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)..   461,469  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13461,469
    (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 (2014)
    Form 990-PF (2014)
    Page 13
    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) 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 (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    TR UW OF ANNIE E WILSON
    EIN: 04-6037210
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE - BOA 1,250     1,250

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    TY 2014 ExpenditureResponsibilityStmt
    Name:
    TR UW OF ANNIE E WILSON
    EIN: 04-6037210
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
     
          		ONE ATLANTIC TERRACE
    LYNN,MA01902     		2014-12-31 55,730 2014 GROSS WAGES SEE ATTACHED EXPENDITURE REPORT   NONE 1/9/2015 2015-01-22  
     
          		144 BROAD STREET
    LYNN,MA01901     		2014-12-31 55,730 NURSING STAFF SALARIES     1/9/2015 2015-02-10  

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    TY 2014 GainLossSaleOtherAssetsSch
    Name:
    TR UW OF ANNIE E WILSON
    EIN: 04-6037210
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    6090. POWERS 2013-08   2014-12   111,292 117,925     -6,633  
    338. POWERSH 2014-06   2014-12   6,177 6,398     -221  

    TY 2014 GeneralExplanationAttachment
    Name:
    TR UW OF ANNIE E WILSON
    EIN: 04-6037210
    Identifier Return Reference Explanation
    FEDERAL FOOTNOTE PART VIII LIST OF OFFICERS AND DIRECTORS THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE, RATHER, BANK OF AMERICA'S COMPENSATION IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    TR UW OF ANNIE E WILSON
    EIN: 04-6037210
    Name of Stock End of Year Book Value End of Year Fair Market Value
    464287234 ISHARES MSCI EMERGIN    
    037411105 APACHE CORP COM    
    166764100 CHEVRON CORP COM    
    637071101 NATIONAL OILWELL VAR    
    674599105 OCCIDENTAL PETE CORP    
    806857108 SCHLUMBERGER LTD COM    
    009158106 AIR PRODS & CHEMS IN    
    150870103 CELANESE CORP DEL SE    
    35671D857 FREEPORT-MCMORAN COP    
    767204100 RIO TINTO PLC SPONSO    
    H6169Q108 PENTAIR LTD COM    
    H89128104 TYCO INTL LTD NEW F    
    00101J106 ADT CORP COM    
    452308109 ILLINOIS TOOL WKS IN    
    481165108 JOY GLOBAL INC COM    
    911312106 UNITED PARCEL SVC IN    
    913017109 UNITED TECHNOLOGIES    
    052800109 AUTOLIV INC COM    
    532716107 LIMITED BRANDS INC C    
    655664100 NORDSTROM INC COM    
    872540109 TJX COS INC NEW COM    
    87612E106 TARGET CORP COM    
    713448108 PEPSICO INC COM    
    718172109 PHILIP MORRIS INTL I    
    742718109 PROCTER & GAMBLE CO    
    002824100 ABBOTT LABS COM    
    018490102 ALLERGAN INC COM    
    151020104 CELGENE CORP COM    
    30219G108 EXPRESS SCRIPTS HLDG    
    375558103 GILEAD SCIENCES INC    
    717081103 PFIZER INC COM    
    883556102 THERMO FISHER SCIENT    
    91324P102 UNITEDHEALTH GROUP I    
    172967424 CITIGROUP INC NEW CO    
    254709108 DISCOVER FINL SVCS C    
    316773100 FIFTH THIRD BANCORP    
    38141G104 GOLDMAN SACHS GROUP    
    45865V100 INTERCONTINENTAL EXC    
    46625H100 J P MORGAN CHASE & C    
    59156R108 METLIFE INC COM    
    693475105 PNC FINL SVCS GROUP    
    74144T108 PRICE T ROWE GROUP I    
    949746101 WELLS FARGO & CO NEW    
    037833100 APPLE INC COM    
    052769106 AUTODESK INC COM    
    268648102 EMC CORP COM    
    38259P508 GOOGLE INC CL A COM    
    428236103 HEWLETT PACKARD CO C    
    459200101 INTERNATIONAL BUSINE    
    512807108 LAM RESEARCH CORP CO    
    594918104 MICROSOFT CORP COM    
    00206R102 AT&T INC COM    
    92343V104 VERIZON COMMUNICATIO    
    69331C108 PG&E CORP COM    
    748356102 QUESTAR CORP COM    
    19765N245 COLUMBIA DIVIDEND IN    
    19765P232 COLUMBIA MID CAP GRO    
    19765P596 COLUMBIA SMALL CAP G    
    19765Y514 COLUMBIA VALUE AND R    
    19765Y688 COLUMBIA SELECT LARG    
    722005667 PIMCO COMMODITY REAL    
    19763T889 COLUMBIA INCOME OPPO    
    411511306 HARBOR INTERNATIONAL    
    197199813 COLUMBIA ACORN INTER    
    19765H636 COLUMBIA MARSICO INT    
    993361880 GOVERNMENT CREDIT CT    
    464287507 ISHARES CORE S&P MID 110,524 133,216
    464287655 ISHARES RUSSELL 2000 75,287 88,519
    921943858 VANGUARD FTSE DEVELO 115,965 117,049
    922042858 VANGUARD FTSE EMERGI    
    922908553 VANGUARD REIT ETF 240,492 284,310
    00287Y109 ABBVIE INC COM    
    693390841 PIMCO HIGH YIELD FD 42,196 40,942
    22544R305 CREDIT SUISSE COMMOD    
    207543877 SMALL CAP GROWTH LEA 79,091 88,442
    29099J109 EMERGING MARKETS STO 327,720 322,768
    302993993 MID CAP VALUE CTF 141,778 155,620
    303995997 SMALL CAP VALUE CTF 78,143 84,590
    323991307 MID CAP GROWTH CTF 149,966 161,035
    45399C107 DIVIDEND INCOME COMM 382,265 429,209
    99Z466163 HIGH QUALITY CORE CO 184,611 202,994
    99Z466197 INTERNATIONAL FOCUSE 375,604 405,410
    99Z501647 STRATEGIC GROWTH COM 368,578 435,614
    73935S105 POWERSHARES DB COMMO 351,995 242,064
    466001864 IVY ASSET STRATEGY F 241,484 190,845
    38145C646 GOLDMAN SACHS STRATE 372,848 361,599
    202671913 AGGREGATE BOND CTF 352,512 352,399

    TY 2014 InvestmentsOtherSchedule2
    Name:
    TR UW OF ANNIE E WILSON
    EIN: 04-6037210
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    73935S105 POWERSHARES DB COMMO      

    TY 2014 OtherDecreasesSchedule
    Name:
    TR UW OF ANNIE E WILSON
    EIN: 04-6037210
    Description Amount
       
       


    TY 2014 OtherExpensesSchedule
    Name:
    TR UW OF ANNIE E WILSON
    EIN: 04-6037210
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER CHARITABLE EXPENSES 785 0   785
    PARTNERSHIP EXPENSES   1,975   0


    TY 2014 OtherIncomeSchedule2
    Name:
    TR UW OF ANNIE E WILSON
    EIN: 04-6037210
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP INCOME   70  


    TY 2014 OtherIncreasesSchedule
    Name:
    TR UW OF ANNIE E WILSON
    EIN: 04-6037210
    Description Amount
       
       


    TY 2014 TaxesSchedule
    Name:
    TR UW OF ANNIE E WILSON
    EIN: 04-6037210
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 2,255 2,255   0
    EXCISE TAX - PRIOR YEAR 7,514 0   0
    EXCISE TAX ESTIMATES 9,040 0   0
    FOREIGN TAXES ON QUALIFIED FOR 204 204   0
    FOREIGN TAXES ON NONQUALIFIED 136 136   0