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.
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
ROSENBERG FAMILY CHARITABLE FOUNDATION
C/O RICHARD SNIDER

Number and street (or P.O. box number if mail is not delivered to street address)84 COTTON STREET   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEWTON, MA02458
A Employer identification number

04-2947174
B Telephone number (see instructions)

(617) 965-4590
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$664,090J 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 21,196 21,196  
4 Dividends and interest from securities...... 11,449 11,449  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 32,165
b Gross sales price for all assets on line 6a 441,579
7 Capital gain net income (from Part IV, line 2)... 32,165
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 251 232  
12 Total. Add lines 1 through 11........ 65,061 65,042  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 2,523 1,261   1,262
c Other professional fees (attach schedule).... Click to see attachment 3,634 3,634   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 673 673   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 1,482 482   1,000
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 8,312 6,050   2,262
25 Contributions, gifts, grants paid........ 30,051 30,051
26 Total expenses and disbursements. Add lines 24 and 25 38,363 6,050   32,313
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 26,698
b Net investment income (if negative, enter -0-) 58,992
c Adjusted net income (if negative, enter -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............... 25,856 23,588 23,588
2 Savings and temporary cash investments..........      
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)........ 159,287 Click to see attachment264,086 276,856
c Investments—corporate bonds (attach schedule)........ 408,208 Click to see attachment332,419 363,646
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
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) 593,351 620,093 664,090
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 880,738 880,738
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds -287,387 -260,645
30 Total net assets or fund balances (see instructions)...... 593,351 620,093
31 Total liabilities and net assets/fund balances (see instructions).. 593,351 620,093
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)............... 1 593,351
2 Enter amount from Part I, line 27a..................... 2 26,698
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 44
4 Add lines 1, 2, and 3.......................... 4 620,093
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. 6 620,093
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 KKR & CO LP PARTNERSHIP FLOW TRHU P    
b KKR & CO LP PARTNERSHIP FLOW TRHU P    
c KKR FINANCIAL HOLDING PARTNERSHIP FLOW THRU P    
d KKR FINANCIAL HOLDING PARTNERSHIP FLOW THRU P    
e BLACKSTONE GROUP PARTNERSHIP FLOW THRU P    
BLACKSTONE GROUP PARTNERSHIP FLOW THRU P    
BLACKSTONE GROUP PARTNERSHIP FLOW THRU P    
CARLYLE GROUP P    
ETRADE P    
ETRADE P    
ETRADE P    
ETRADE P    
NATIONAL FINANCIAL SERVICES LLC 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       1
b       371
c       149
d       275
e       90
      2
      20
      479
135,879   135,470 409
68,657   60,492 8,165
143,547   125,697 17,850
81,694   81,764 -70
11,802   7,378 4,424
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       1
b       371
c       149
d       275
e       90
      2
      20
      479
      409
      8,165
      17,850
      -70
      4,424
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 32,165
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 34,217 656,558 0.052116
2012 30,289 677,094 0.044734
2011 32,639 664,381 0.049127
2010 33,095 649,421 0.050961
2009 33,435 590,297 0.056641
2 Total of line 1, column (d) ...................... 2 0.253579
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 0.050716
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 646,476
5 Multiply line 4 by line 3....................... 5 32,787
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 590
7 Add lines 5 and 6......................... 7 33,377
8 Enter qualifying distributions from Part XII, line 4.............. 8 32,313
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 1,180
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 1,180
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 1,180
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 1,542
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 1,542
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 10 362
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet362 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 Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 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 addressbulletN/A
    14
    The books are in care ofbulletRICHARD M SNIDER Telephone no.bullet (617) 965-4590
    Located atbullet84 COTTON STREETNEWTONMA ZIP+4bullet02458
    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
     
     
    .........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
     
     
    .........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
    RICHARD M SNIDER TRUSTEE
    3.00     		0 0 0
    84 COTTON STREET
    NEWTON,MA02458
    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.........................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
    631,598
    b
    Average of monthly cash balances.......................
    1b
    24,723
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    656,321
    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
    656,321
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    9,845
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    646,476
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    32,324
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    32,324
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    1,180
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,180
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    31,144
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    31,144
    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
    31,144
    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
    32,313
    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
     
    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
    32,313
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    32,313
    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 31,144
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 27,256
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012.......  
    e From 2013.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 32,313
    a Applied to 2013, but not more than line 2a 27,256
    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..... 5,057
    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 ..........     		26,087
    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....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013....  
    e Excess from 2014....  
    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
    ALZHEIMERS ASSOCIATION
    475 S ST W 13
    RAYNHAM,MA02767     		NONE PUBLIC CHARITY OPERATING SUPPORT 250
    AMERICAN CANCER SOCIETY
    30 SPEEN ST
    FRAMINGHAM,MA01701     		NONE PUBLIC CHARITY OPERATING SUPPORT 100
    AMERICAN DIABETES ASSOCIATION
    1701 NORTH BEAUREGARD STREET
    ALEXANDRIA,VA22311     		NONE PUBLIC CHARITY OPERATING SUPPORT 100
    AMERICAN HEART ASSOCIATION
    1 STATE ST 200
    PROVIDENCE,RI02908     		NONE PUBLIC CHARITY OPERATING SUPPORT 100
    AMERICAN MEDICAL WOMENS ASSOCIATION
    12100 SUNSET HILL RD SUITE 130
    RESTON,VA20190     		NONE PUBLIC CHARITY OPERATING SUPPORT 500
    AMERICAN RED CROSS
    105 GANO ST
    PROVIDENCE,RI02906     		NONE PUBLIC CHARITY OPERATING SUPPORT 150
    AMERICAN STROKE ASSOCIATION
    7272 GREENVILLE AVE
    DALLAS,TX75231     		NONE PUBLIC CHARITY OPERATING SUPPORT 300
    BELMONT HILL SCHOOL
    350 PROSPECT ST
    BELMONT,MA02478     		NONE PUBLIC CHARITY OPERATING SUPPORT 180
    BEST FRIENDS ANIMAL SOCIETY
    5001 ANGEL CANYON RD
    KANAB,UT84741     		NONE PUBLIC CHARITY OPERATING SUPPORT 100
    BETHESDA FNDTNHIKE FOR HOSPICE CINCINNATTI
    10500 MONTGOMERY ROAD
    CINCINNATI,OH45242     		NONE PUBLIC CHARITY OPERATING SUPPORT 200
    BOSTON FIREFIGHTERS
    115 SOUTHAMPTON ST
    BOSTON,MA02118     		NONE PUBLIC CHARITY OPERATING SUPPORT 100
    BOSTON RESCUE MISSION
    39 KINGSTON ST
    BOSTON,MA02111     		NONE PUBLIC CHARITY OPERATING SUPPORT 100
    BROADWAY CARES
    165 WEST 47TH STREET 1300
    NEW YORK,NY10036     		NONE PUBLIC CHARITY OPERATING SUPPORT 394
    BROOKLYN LAW SCHOOL
    250 JORALEMON ST
    BROOKLYN,NY11201     		NONE PUBLIC CHARITY OPERATING SUPPORT 3,000
    BUDDY DOG HUMANE SOCIETY
    151 BOSTON POST RD
    SUDBURY,MA01776     		NONE PUBLIC CHARITY OPERATING SUPPORT 100
    CARROLL CENTER FOR THE BLIND
    770 CENTRE ST
    NEWTON,MA02458     		NONE PUBLIC CHARITY OPERATING SUPPORT 100
    CENTRAL PARK CONSERVANCY
    14 E 60TH ST
    NEW YORK,NY10022     		NONE PUBLIC CHARITY OPERATING SUPPORT 300
    CENTRE ST FOOD PANTRY
    11 HOMER STREET
    NEWTON CENTRE,MA02459     		NONE PUBLIC CHARITY OPERATING SUPPORT 100
    CHILDRENS CENTER COMMUNICATIONS (BEV DEAF)
    6 ECHO AVENUE
    BEVERLY,MA01915     		NONE PUBLIC CHARITY OPERATING SUPPORT 100
    CHILDRENS HOSPITAL
    300 LONGWOOD AVE
    BOSTON,MA02115     		NONE PUBLIC CHARITY OPERATING SUPPORT 380
    CHILDRENS HOSPITAL LEAGUE
    401 PARK DRIVE SUITE 602
    BOSTON,MA02115     		NONE PUBLIC CHARITY OPERATING SUPPORT 2,160
    COMBINED JEWISH PHILANTHROPIES
    126 HIGH ST
    BOSTON,MA02110     		NONE PUBLIC CHARITY OPERATING SUPPORT 611
    DANA FARBER CANCER INSTITUTE
    450 BROOKLINE AVE
    BOSTON,MA02215     		NONE PUBLIC CHARITY OPERATING SUPPORT 100
    DEARBORN ACADEMY BENEFIT
    34 WINTER STREET
    ARLINGTON,MA02474     		NONE PUBLIC CHARITY OPERATING SUPPORT 5,350
    DFCI JIMMY FUND
    10 BROOKLINE PLACE WEST
    BROOKLINE,MA02445     		NONE PUBLIC CHARITY OPERATING SUPPORT 100
    EDGARTOWN FIRE DEPARTMENT
    68 PEASES POINT WAY S
    EDGARTOWN,MA02539     		NONE PUBLIC CHARITY OPERATING SUPPORT 100
    EDGARTOWN LIBRARY
    58 N WATER ST
    EDGARTOWN,MA02539     		NONE PUBLIC CHARITY OPERATING SUPPORT 100
    CHILDRENS MIRACLE NETWORK
    205 WEST 700 SOUTH
    SALT LAKE CITY,UT84101     		NONE PUBLIC CHARITY OPERATING SUPPORT 300
    FACING HISTORY AND OURSELVES
    16 HURD ROAD
    BROOKLINE,MA02445     		NONE PUBLIC CHARITY OPERATING SUPPORT 250
    FISHER HOUSE
    11 ROCKVILLE PIKE SUITE 420
    ROCKVILLE,MD20850     		NONE PUBLIC CHARITY OPERATING SUPPORT 200
    FRIENDS OF DANA FARBER
    450 BROOKLINE AVE BP415
    BOSTON,MA02215     		NONE PUBLIC CHARITY OPERATING SUPPORT 300
    FRIENDS OF THE IDF
    1430 BROADWAY SUITE 1301
    NEW YORK,NY10018     		NONE PUBLIC CHARITY OPERATING SUPPORT 280
    GATEWAYS
    11 WALLENBERG CIRCLE
    MONSEY,NY10952     		NONE PUBLIC CHARITY OPERATING SUPPORT 150
    GOOD SHEPARD COMMUNITY CARE
    7654 NATURAL BRIDGE RD
    SAINT LOUIS,MO63121     		NONE PUBLIC CHARITY OPERATING SUPPORT 150
    GUIDE DOGS FOR THE BLIND
    PO BOX 151200
    SAN RAFAEL,CA94915     		NONE PUBLIC CHARITY OPERATING SUPPORT 150
    HABITAT FOR HUMANITY
    240 COMMERCIAL ST 4TH FLOOR
    BOSTON,MA02109     		NONE PUBLIC CHARITY OPERATING SUPPORT 100
    HOME FOR LITTLE WANDERERS
    10 GUEST STREET
    BOSTON,MA02135     		NONE PUBLIC CHARITY OPERATING SUPPORT 100
    HOSPICE OF CINCINNATI
    4360 COOPER RD STE 300
    CINCINNATI,OH45242     		NONE PUBLIC CHARITY OPERATING SUPPORT 100
    INTERMOUNTAIN RESEARCH & MED FDTN
    5121 S COTTONWOOD STREET
    MURRAY,UT84157     		NONE PUBLIC CHARITY OPERATING SUPPORT 150
    JEWISH COMMUNITY HOUSING FOR EDERLY
    30 WALLINGFORD ROAD
    BRIGHTON,MA02135     		NONE PUBLIC CHARITY OPERATING SUPPORT 650
    JEWISH FAMILY & CHILDREN SERVICE
    1430 MAIN STREET
    WALTHAM,MA02451     		NONE PUBLIC CHARITY OPERATING SUPPORT 100
    JEWISH VOCATIONAL SERVICE
    75 FEDERAL ST
    BOSTON,MA02110     		NONE PUBLIC CHARITY OPERATING SUPPORT 180
    KENNETH SCHWARTZ CENTER
    205 PORTLAND ST 6
    BOSTON,MA02114     		NONE PUBLIC CHARITY OPERATING SUPPORT 100
    LESLEY ELLIS SCHOOL
    41 FOSTER ST
    ARLINGTON,MA02474     		NONE PUBLIC CHARITY OPERATING SUPPORT 125
    LTF RUN BIKE RUN- CAMP JABERWOCKI
    200 GREENWOOD AVE
    VINEYARD HAVEN,MA02568     		NONE PUBLIC CHARITY OPERATING SUPPORT 118
    MUSEUM OF ART & DESIGN
    2 COLUMBUS CIR
    NEW YORK,NY10019     		NONE PUBLIC CHARITY OPERATING SUPPORT 250
    MICHAEL J FOX FOUNDATION PARKINSONS
    PO BOX 780
    NEW YORK,NY10008     		NONE PUBLIC CHARITY OPERATING SUPPORT 100
    MUSEUM OF FINE ARTS
    465 HUNTINGTON AVE
    BOSTON,MA02115     		NONE PUBLIC CHARITY OPERATING SUPPORT 250
    MUSIC FOR AUTISM
    401 PARK AVENUE SOUTH 10TH FLOOR
    NEW YORK,NY10016     		NONE PUBLIC CHARITY OPERATING SUPPORT 250
    NATIONAL DISABLED VETERANS WINTER SPORTS CLINIC
    3725 ALEXANDRIA PIKE
    COLD SPRING,KY41076     		NONE PUBLIC CHARITY OPERATING SUPPORT 200
    NEWTON AT HOME
    206 WALTHAM STREET
    WEST NEWTON,MA02465     		NONE PUBLIC CHARITY OPERATING SUPPORT 350
    NEWTON FIREFIGHTERS ASSOCIATION
    PO BOX 600384
    NEWTON,MA02460     		NONE PUBLIC CHARITY OPERATING SUPPORT 100
    NEWTON HISTORICAL SOCIETY
    527 WASHINGTON ST
    NEWTON,MA02458     		NONE PUBLIC CHARITY OPERATING SUPPORT 60
    NEWTON NORTH HIGH SCHOOL BSL SCHOOL FUND
    457 WALNUT ST
    NEWTON,MA02460     		NONE PUBLIC CHARITY OPERATING SUPPORT 1,800
    NEWTON POLICE MEMORIAL
    1321 WASHINGTON ST
    WEST NEWTON,MA02465     		NONE PUBLIC CHARITY OPERATING SUPPORT 100
    NORTH SHORE MEDICAL CENTER
    1100 NW 95TH ST
    MIAMI,FL33150     		NONE PUBLIC CHARITY OPERATING SUPPORT 350
    NORTHEAST ANIMAL SHELTER
    347 HIGHLAND AVE
    SALEM,MA01970     		NONE PUBLIC CHARITY OPERATING SUPPORT 100
    NYCY MANTA RAYS (A YMCA IN MAINE)
    3 POMERLEAU ST
    BIDDEFORD,ME04005     		NONE PUBLIC CHARITY OPERATING SUPPORT 20
    OPTOMETRIC CENTER
    700 N RAYMOND ST
    BOISE,ID83704     		NONE PUBLIC CHARITY OPERATING SUPPORT 200
    OREGON FOOD BANK
    PO BOX 55370
    PORTLAND,OR97238     		NONE PUBLIC CHARITY OPERATING SUPPORT 500
    PAN MASS CHALLENGE
    77 4TH AVENUE
    NEEDHAM,MA02494     		NONE PUBLIC CHARITY OPERATING SUPPORT 835
    PARALYZED VETS OF AMERICA
    1600 BOSTON PROVIDENCE HWY
    WALPOLE,MA02081     		NONE PUBLIC CHARITY OPERATING SUPPORT 150
    PINE STREET INN
    444 HARRISON AVENUE
    BOSTON,MA02118     		NONE PUBLIC CHARITY OPERATING SUPPORT 150
    PROJECT BREAD
    145 BORDER ST
    EAST BOSTON,MA02128     		NONE PUBLIC CHARITY OPERATING SUPPORT 100
    PROJECT KESHER
    600 MAMARONECK AVENUE
    HARRISON,NY10528     		NONE PUBLIC CHARITY OPERATING SUPPORT 250
    RONALD MCDONALD CENTER
    45 GAY STREET
    PROVIDENCE,RI02905     		NONE PUBLIC CHARITY OPERATING SUPPORT 200
    ROSIE'S PLACE
    889 HARRISON AVENUE
    BOSTON,MA02118     		NONE PUBLIC CHARITY OPERATING SUPPORT 200
    ROXBURY ALTERNATIVE
    117 MOUNT PLEASANT AVENUE
    ROXBURY,MA02119     		NONE PUBLIC CHARITY OPERATING SUPPORT 125
    SALVATION ARMY
    PO BOX 1428
    ALEXANDRIA,VA22313     		NONE PUBLIC CHARITY OPERATING SUPPORT 150
    SHRINERS BURNS HOSPITAL BOSTON
    51 BLOSSOM ST
    BOSTON,MA02114     		NONE PUBLIC CHARITY OPERATING SUPPORT 150
    SNACKS & FRIENDS
    316 E 53RD ST
    NEW YORK,NY10022     		NONE PUBLIC CHARITY OPERATING SUPPORT 150
    SOHO SYNAGOGUE
    43 CROSBY ST
    MANHATTAN,NY61944     		NONE PUBLIC CHARITY OPERATING SUPPORT 118
    ST JUDE CHILDRENS HOSPITAL
    262 DANNY THOMAS PL
    MEMPHIS,TN38105     		NONE PUBLIC CHARITY OPERATING SUPPORT 100
    TEAM IMPACT
    PO BOX 1930
    COPPELL,TX75019     		NONE PUBLIC CHARITY OPERATING SUPPORT 500
    TOURO SYNAGOGUE
    85 TOURO ST
    NEWPORT,RI02840     		NONE PUBLIC CHARITY OPERATING SUPPORT 100
    TRUSTEES OF RESERVATIONS
    572 ESSEX ST
    BEVERLY,MA01915     		NONE PUBLIC CHARITY OPERATING SUPPORT 140
    UNIVERSITY OF MICHIGAN
    839 GREEN ST
    ANN ARBOR,MI48109     		NONE PUBLIC CHARITY OPERATING SUPPORT 2,000
    UNIVERSITY OF VERMONT FOUNDATION
    85 SOUTH PROSPECT ST
    BURLINGTON,VT05405     		NONE PUBLIC CHARITY OPERATING SUPPORT 200
    WELLESLEY COLLEGE
    106 CENTRAL ST
    WELLESLEY,MA02481     		NONE PUBLIC CHARITY OPERATING SUPPORT 275
    WOUNDED WARRIOR PROJECT
    PO BOX 758517
    TOPEKA,KS66675     		NONE PUBLIC CHARITY OPERATING SUPPORT 350
    ZAKIM CENTER
    450 BROOKLINE AVE
    BOSTON,MA02115     		NONE PUBLIC CHARITY OPERATING SUPPORT 500
    Total .................................bullet 3a 30,051
    bApproved for future payment
    Total .................................bullet 3b 0
    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 ............     		    14 21,196  
    4 Dividends and interest from securities....     14 11,449  
    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 32,165  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aKKR & CO LP 900099   14 35  
    bKKR FINANCIAL HOLDING 900099   14 180  
    cBLACKSTONE GROUP 900099 19 14 5  
    dCARLYLE GROUP 900099   14 12  
    e
    12 Subtotal. Add columns (b), (d), and (e).. 19 65,042 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    1365,061
    (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:
    ROSENBERG FAMILY CHARITABLE FOUNDATION
    C/O RICHARD SNIDER
    EIN: 04-2947174
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 2,523 1,261   1,262

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    ROSENBERG FAMILY CHARITABLE FOUNDATION
    C/O RICHARD SNIDER
    EIN: 04-2947174
    Name of Bond End of Year Book Value End of Year Fair Market Value
    COMMONWEALTH FINANCIAL NETWORK 332,419 363,646

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    ROSENBERG FAMILY CHARITABLE FOUNDATION
    C/O RICHARD SNIDER
    EIN: 04-2947174
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COMMONWEALTH FINANCIAL NETWORK 264,086 276,856

    TY 2014 OtherExpensesSchedule
    Name:
    ROSENBERG FAMILY CHARITABLE FOUNDATION
    C/O RICHARD SNIDER
    EIN: 04-2947174
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FILING FEES 35 0   35
    BANK & BROKER FEES 122 61   61
    MISC 1,325 421   904


    TY 2014 OtherIncomeSchedule2
    Name:
    ROSENBERG FAMILY CHARITABLE FOUNDATION
    C/O RICHARD SNIDER
    EIN: 04-2947174
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    KKR & CO LP 35 35 35
    KKR FINANCIAL HOLDING 180 180 180
    BLACKSTONE GROUP 24 5 24
    CARLYLE GROUP 12 12 12


    TY 2014 OtherIncreasesSchedule
    Name:
    ROSENBERG FAMILY CHARITABLE FOUNDATION
    C/O RICHARD SNIDER
    EIN: 04-2947174
    Description Amount
       


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    ROSENBERG FAMILY CHARITABLE FOUNDATION
    C/O RICHARD SNIDER
    EIN: 04-2947174
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 3,634 3,634   0


    TY 2014 TaxesSchedule
    Name:
    ROSENBERG FAMILY CHARITABLE FOUNDATION
    C/O RICHARD SNIDER
    EIN: 04-2947174
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 673 673   0