Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 10-01-2013 , and ending 09-30-2014
Name of foundation
THE CAMBRIDGE HOMES
 

Number and street (or P.O. box number if mail is not delivered to street address)360 MT AUBURN STREET   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CAMBRIDGE, MA02138
A Employer identification number

04-2103958
B Telephone number (see instructions)

(617) 876-0369
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$28,369,495J 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) 26,534
2 Check bullet
3 Interest on savings and temporary cash investments 732 732 732
4 Dividends and interest from securities...... 511,871 511,871 511,871
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,951,748
b Gross sales price for all assets on line 6a 31,914,297
7 Capital gain net income (from Part IV, line 2)... 4,951,748
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)....... Click to see attachment 2,636,514 140,950 2,636,514
12 Total. Add lines 1 through 11........ 8,127,399 5,605,301 3,149,117
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 1,151,922 0 1,081,994 69,928
15 Pension plans, employee benefits....... 43,664 0 41,013 2,651
16a Legal fees (attach schedule)......... Click to see attachment 725 0 681 44
b Accounting fees (attach schedule)....... Click to see attachment 20,132 8,053 18,910 1,222
c Other professional fees (attach schedule).... Click to see attachment 586,325 160,230 560,459 25,866
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 160,762 0 151,003 9,759
19 Depreciation (attach schedule) and depletion... Click to see attachment 413,916 0 413,916
20 Occupancy.............. 280,399 0 263,377 17,022
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 657,689 0 617,764 39,925
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,315,534 168,283 3,149,117 166,417
25 Contributions, gifts, grants paid........ 0 0
26 Total expenses and disbursements. Add lines 24 and 25 3,315,534 168,283 3,149,117 166,417
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,811,865
b Net investment income (if negative, enter -0-) 5,437,018
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 363,929 468,311 468,311
2 Savings and temporary cash investments..........      
3 Accounts receivable bullet6,057
Less: allowance for doubtful accounts bullet   5,492 6,057 6,057
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........... 33,841 36,354 36,354
10a Investments—U.S. and state government obligations (attach schedule) 2,455,302 Click to see attachment5,376,834 5,376,834
b Investments—corporate stock (attach schedule)........ 14,425,935 Click to see attachment15,624,706 15,624,706
c Investments—corporate bonds (attach schedule)........ 3,244,480 Click to see attachment2,638,887 2,638,887
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 1,421,019    
14 Land, buildings, and equipment: basis bullet10,049,838
Less: accumulated depreciation (attach schedule) bullet5,831,492 4,495,400 Click to see attachment4,218,346 4,218,346
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 26,445,398 28,369,495 28,369,495
Liabilities 17 Accounts payable and accrued expenses.......... 217,422 192,382
18 Grants payable...................    
19 Deferred revenue.................. 108,909 90,810
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).......... 326,331 283,192
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 21,123,829 22,658,977
25 Temporarily restricted................ 1,542,040 1,932,616
26 Permanently restricted................ 3,453,198 3,494,710
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 26,119,067 28,086,303
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 26,445,398 28,369,495
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 26,119,067
2 Enter amount from Part I, line 27a..................... 2 4,811,865
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 30,930,932
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 2,844,629
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 28,086,303
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a   P    
b
c
d
e
(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 31,914,297   26,962,549 4,951,748
b
c
d
e
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       4,951,748
b
c
d
e
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 4,951,748
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 0
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012      
2011      
2010      
2009      
2008      
2 Total of line 1, column (d) ...................... 2  
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  
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4  
5 Multiply line 4 by line 3....................... 5  
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6  
7 Add lines 5 and 6......................... 7  
8 Enter qualifying distributions from Part XII, line 4.............. 8  
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter: 1987-05-11(attach copy of letter if necessary–see instructions)
b 1 N/A
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  
3 Add lines 1 and 2............................ 3  
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 0
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a  
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 0
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 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
    Yes
     
    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 ofbulletPHILIP NOTOPOULOS Telephone no.bullet (617) 876-0369
    Located atbullet360 MT AUBURN STREETCAMBRIDGEMA ZIP+4bullet02138
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    ROBERT NEER MD PRESIDENT
    4.00     		0 0 0
    360 MT AUBURN STREET
    CAMBRIDGE,MA02138
    SUSAN HAMNER VICE PRESIDENT
    3.00     		0 0 0
    360 MT AUBURN STREET
    CAMBRIDGE,MA02138
    FREDERICK R LEVY TREASURER (10/13-5/14)
    4.00     		0 0 0
    360 MT AUBURN STREET
    CAMBRIDGE,MA02138
    PHILIP NOTOPOULOS TREASURER (AS OF 5/14)
    4.00     		0 0 0
    360 MT AUBURN STREET
    CAMBRIDGE,MA02138
    WILLIAM KING CLERK (10/13-5/14)
    4.00     		0 0 0
    360 MT AUBURN STREET
    CAMBRIDGE,MA02138
    SHIPPEN PAGE CLERK (AS OF 5/14)
    4.00     		0 0 0
    360 MT AUBURN STREET
    CAMBRIDGE,MA02138
    ELIZABETH GILMORE DIRECTOR (AS OF 5/14)
    1.00     		0 0 0
    360 MT AUBURN STREET
    CAMBRIDGE,MA02138
    JILL HEROLD DIRECTOR
    2.00     		0 0 0
    360 MT AUBURN STREET
    CAMBRIDGE,MA02138
    ARCH HORST DIRECTOR
    8.00     		0 0 0
    360 MT AUBURN STREET
    CAMBRIDGE,MA02138
    LIZ JOCHNICK DIRECTOR (10/13-5/14)
    1.00     		0 0 0
    360 MT AUBURN STREET
    CAMBRIDGE,MA02138
    DEAN JOHNSON DIRECTOR
    1.00     		0 0 0
    360 MT AUBURN STREET
    CAMBRIDGE,MA02138
    SALLY B MOULTON DIRECTOR
    5.00     		0 0 0
    360 MT AUBURN STREET
    CAMBRIDGE,MA02138
    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
    LINDA POWELL RESIDENT CARE DIRECT
    40.00     		106,293 6,371 0
    360 MT AUBURN STREET
    CAMBRIDGE,MA02138
    ALBERTINE PAUL SENIOR CNA
    40.00     		60,013 19,725 0
    360 MT AUBURN STREET
    CAMBRIDGE,MA02138
    SCOTT SULLIVAN MAINT./SERVICES DIRE
    40.00     		58,014 19,733 0
    360 MT AUBURN STREET
    CAMBRIDGE,MA02138
    SOMITA RAY ACTIVITIES PROGRAM D
    40.00     		58,943 13,469 0
    360 MT AUBURN STREET
    CAMBRIDGE,MA02138
    DERRICK PETERSON EXECUTIVE CHEF
    40.00     		58,180 13,311 0
    360 MT AUBURN STREET
    CAMBRIDGE,MA02138
    Total number of other employees paid over $50,000...................bullet 6
    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
    SENIOR LIVING RESIDENCES LLC FACILITY MANAGEMENT 419,794
    388 E 8TH STREET
    BOSTON,MA02127
    ATLANTIC TRUST COMPANY INVESTMENT ADVISORS 109,851
    100 FEDERAL STREET
    BOSTON,MA02110
    MERRILL LYNCH INVESTMENT ADVISORS 50,379
    100 FEDERAL STREET
    BOSTON,MA02110
    Total number of others receiving over $50,000 for professional services.............bullet2
    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 THE CAMBRIDGE HOMES SERVICES SENIORS THROUGHOUT THE CITY OF CAMBRIDGE, MA AND NEIGHBORING TOWNS, PROVIDING RENT SUBSIDIES TO LOW INCOME RESIDENTS IN ITS 44 UNIT ASSISTED LIVING FACILITY. APPROXIMATELY ONE-THIRD OF THE RESIDENTS QUALIFY AS LOW INCOME. 2,741,388
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
     
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
     
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$  
    a Applied to 2012, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2013 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2013.    
    (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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		 
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
    1987-05-11
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
    0 0 0 0 0
    b 85% of line 2a ......... 0 0 0 0 0
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		166,417 160,541 197,091 212,674 736,723
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		0 0 0 0 0
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		166,417 160,541 197,091 212,674 736,723
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......         0
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		         0
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		764,267 680,894 621,087 619,189 2,685,437
    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) ....     		        0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		        0
    (3) Largest amount of support
    from an exempt organization    		         0
    (4) Gross investment income         0
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Total .................................bullet 3a 0
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    aASSISTED LIVING FEES         2,536,999
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 732  
    4 Dividends and interest from securities....     14 511,871  
    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 4,951,748  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aOTHER INCOME 900099 -41,435 01 140,950  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. -41,435 5,605,301 2,536,999
    13Total. Add line 12, columns (b), (d), and (e)..................
    138,100,865
    (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.)
    1A A 44 UNIT MIXED INCOME ASSISTED LIVING FACILITY WHICH PROVIDES HOUSING AND SUPPORT SERVICES TO MEN AND WOMEN, APPROXIMATELY ONE-THIRD OF WHOM ARE LOW INCOME AND RECEIVE RENT SUBSIDIES.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 AccountingFeesSchedule
    Name:
    THE CAMBRIDGE HOMES
    EIN: 04-2103958
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 20,132 8,053 18,910 1,222

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2013 DepreciationSchedule
    Name:
    THE CAMBRIDGE HOMES
    EIN: 04-2103958
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    BUILDING 1992-09-30 307,017 214,912 SL 30.000000000000 10,234 0 10,234  
    BUILDING ADDITION 2007-09-30 10,000 1,999 SL 30.000000000000 333 0 333  
    BUILDING EQUIPMENT 2004-09-30 5,649 3,391 SL 15.000000000000 377 0 377  
    BUILDING EQUIPMENT 2005-09-30 8,692 4,634 SL 15.000000000000 579 0 579  
    BUILDING EQUIPMENT 2006-09-30 2,135 995 SL 15.000000000000 142 0 142  
    BUILDING EQUIPMENT 2007-09-30 9,150 3,660 SL 15.000000000000 610 0 610  
    BUILDING EQUIPMENT 2008-09-30 26,630 8,877 SL 15.000000000000 1,775 0 1,775  
    BUILDING IMPROVEMENTS 1991-09-30 205,250 150,517 SL 30.000000000000 6,841 0 6,841  
    BUILDING IMPROVEMENTS 1992-09-30 714,033 499,823 SL 30.000000000000 23,801 0 23,801  
    BUILDING IMPROVEMENTS 1993-09-30 887,933 591,958 SL 30.000000000000 29,598 0 29,598  
    BUILDING IMPROVEMENTS 1994-09-30 30,483 19,306 SL 30.000000000000 1,016 0 1,016  
    BUILDING IMPROVEMENTS 1995-09-30 43,280 25,969 SL 30.000000000000 1,443 0 1,443  
    BUILDING IMPROVEMENTS 1999-09-30 9,300 4,340 SL 30.000000000000 310 0 310  
    BUILDING IMPROVEMENTS 2005-09-30 507,550 135,409 SL 30.000000000000 16,918 0 16,918  
    BUILDING IMPROVEMENTS 2006-09-30 138,933 32,417 SL 30.000000000000 4,631 0 4,631  
    BUILDING IMPROVEMENTS 2007-09-30 10,607 2,123 SL 30.000000000000 353 0 353  
    BUILDING IMPROVEMENTS 2008-04-01 3,300 605 SL 30.000000000000 110 0 110  
    BUILDING IMPROVEMENTS 2009-03-01 4,100 627 SL 30.000000000000 137 0 137  
    BUILDING IMPROVEMENTS 2009-04-01 72,748 10,912 SL 30.000000000000 2,425 0 2,425  
    BUILDING IMPROVEMENTS 2009-05-01 80,060 11,788 SL 30.000000000000 2,669 0 2,669  
    BUILDING IMPROVEMENTS 2009-06-01 2,852 412 SL 30.000000000000 95 0 95  
    BUILDING IMPROVEMENTS 2009-10-01 3,900 520 SL 30.000000000000 130 0 130  
    BUILDING IMPROVEMENTS 2009-12-01 3,650 467 SL 30.000000000000 122 0 122  
    PATHWAYS TECH 2001-09-30 2,995 2,995 SL 3.000000000000 0 0 0  
    HI TECH EQUIPMENT 2007-09-30 991 991 SL 3.000000000000 0 0 0  
    COMPUTER 2008-09-30 1,146 1,146 SL 3.000000000000 0 0 0  
    HI TECH EQUIPMENT 2009-11-01 800 800 SL 3.000000000000 0 0 0  
    COMPUTER 2011-09-07 2,470 1,715 SL 3.000000000000 755 0 755  
    KITCHEN EQUIPMENT 1998-09-30 4,060 4,060 SL 5.000000000000 0 0 0  
    KITCHEN EQUIPMENT 2005-09-30 3,190 3,190 SL 5.000000000000 0 0 0  
    KITCHEN EQUIPMENT 2009-09-30 5,462 4,368 SL 5.000000000000 1,092 0 1,094  
    KITCHEN EQUIPMENT 2010-08-01 2,274 1,441 SL 5.000000000000 455 0 455  
    2 DELL COMPUTERS 2003-09-30 1,954 1,954 SL 5.000000000000 0 0 0  
    EQUIPMENT 2005-09-30 1,866 1,866 SL 5.000000000000 0 0 0  
    EQUIPMENT 2007-09-30 2,446 2,442 SL 5.000000000000 4 0 4  
    REFRIGERATORS 2008-03-01 974 974 SL 5.000000000000 0 0 0  
    NEW PHONE SYSTEM 2008-09-30 1,154 1,154 SL 5.000000000000 0 0 0  
    HVAC PUMP 2008-09-30 2,185 2,185 SL 5.000000000000 0 0 0  
    EQUIPMENT 2009-09-30 8,630 6,904 SL 5.000000000000 1,726 0 1,726  
    EQUIPMENT 2010-09-30 1,000 600 SL 5.000000000000 200 0 200  
    N MECH INV PUR 2010-11-30 8,694 4,927 SL 5.000000000000 1,738 0 1,738  
    FURNITURE 1993-09-30 18,377 18,377 SL 10.000000000000 0 0 0  
    FURNITURE 1994-09-30 10,953 10,953 SL 10.000000000000 0 0 0  
    FURNITURE 1995-09-30 6,094 6,094 SL 10.000000000000 0 0 0  
    FURNITURE 1997-09-30 302,182 302,182 SL 10.000000000000 0 0 0  
    FURNITURE 1998-09-30 21,515 21,515 SL 10.000000000000 0 0 0  
    FURNITURE 1999-09-30 11,891 11,891 SL 10.000000000000 0 0 0  
    FURNITURE 2002-09-30 6,925 6,925 SL 10.000000000000 0 0 0  
    FURNITURE 2005-09-30 13,837 11,070 SL 10.000000000000 1,383 0 1,383  
    FURNITURE 2006-09-30 5,207 3,646 SL 10.000000000000 520 0 520  
    FURNITURE 2009-02-01 7,835 3,658 SL 10.000000000000 782 0 782  
    FURNITURE 2009-12-01 1,700 652 SL 10.000000000000 170 0 170  
    FURNITURE 2010-02-01 3,300 1,210 SL 10.000000000000 330 0 330  
    FURNITURE 2010-04-01 903 315 SL 10.000000000000 91 0 91  
    OFFICE FURNITURE 2010-11-19 28,848 11,676 SL 7.000000000000 4,121 0 4,121  
    OFFICE FURNITURE 2010-12-22 6,631 2,604 SL 7.000000000000 948 0 948  
    OFFICE FURNITURE 2011-06-28 5,837 1,876 SL 7.000000000000 834 0 834  
    OFFICE FURNITURE 2011-08-16 5,248 1,625 SL 7.000000000000 749 0 749  
    FURNITURE 2008-02-01 1,204 1,204 SL 3.000000000000 0 0 0  
    FURNITURE 2008-03-01 5,668 5,668 SL 3.000000000000 0 0 0  
    FURNITURE 2008-06-01 1,347 1,347 SL 3.000000000000 0 0 0  
    FURNITURE 2008-09-01 1,317 1,317 SL 3.000000000000 0 0 0  
    FURNITURE 2009-06-01 1,584 1,584 SL 3.000000000000 0 0 0  
    FURNITURE 2009-08-01 1,467 1,467 SL 3.000000000000 0 0 0  
    FURNITURE 2009-11-01 4,803 4,803 SL 3.000000000000 0 0 0  
    FURNITURE 2009-12-01 1,292 1,292 SL 3.000000000000 0 0 0  
    FURNITURE 2010-01-01 2,942 2,942 SL 3.000000000000 0 0 0  
    FURNITURE 2010-02-01 1,540 1,540 SL 3.000000000000 0 0 0  
    FURNITURE 2010-04-01 1,450 1,450 SL 3.000000000000 0 0 0  
    FURNITURE 2010-06-01 998 998 SL 3.000000000000 0 0 0  
    FURNITURE 2010-08-01 954 954 SL 3.000000000000 0 0 0  
    FURNITURE 2010-10-29 868 362 SL 7.000000000000 124 0 124  
    FURNITURE 2010-12-23 1,058 415 SL 7.000000000000 151 0 151  
    FURNITURE 2011-02-08 881 336 SL 7.000000000000 126 0 126  
    FURNITURE 2011-07-28 1,226 379 SL 7.000000000000 175 0 175  
    LAND 2000-09-30 14,374   L   0 0 0  
    LAND IMPROVEMENTS 2000-09-30 23,415 20,293 SL 15.000000000000 1,561 0 1,561  
    LAND IMPROVEMENTS 2001-09-30 162,871 130,297 SL 15.000000000000 10,858 0 10,858  
    LAND IMPROVEMENTS 2002-09-30 138,623 101,658 SL 15.000000000000 9,242 0 9,242  
    IRON RAIL 2003-09-30 4,490 2,992 SL 15.000000000000 299 0 299  
    LAND IMPROVEMENTS 2005-09-30 5,000 2,666 SL 15.000000000000 333 0 333  
    NEW BUILDING 1997-09-30 5,231,669 2,790,224 SL 30.000000000000 174,389 0 174,389  
    BUS 1988-09-30 48,873 48,873 SL 5.000000000000 0 0 0  
    MERCURY 2001-09-30 18,209 18,209 SL 3.000000000000 0 0 0  
    BUILDING EQUIPMENT 2011-10-24 8,058 1,029 SL 15.000000000000 537 0 537  
    BUILDING IMPROVEMENTS 2012-09-20 2,750 393 SL 7.000000000000 393 0 393  
    BUILDING IMPROVEMENTS 2011-12-28 1,358 79 SL 30.000000000000 45 0 45  
    BUILDING IMPROVEMENTS 2011-10-10 4,500 300 SL 30.000000000000 150 0 150  
    COMPUTER EQUIPMENT 2011-10-01 1,054 702 SL 3.000000000000 351 0 352  
    KITCHEN EQUIPMENT 2011-12-01 1,892 693 SL 5.000000000000 378 0 378  
    A/C 2012-06-18 7,045 1,761 SL 5.000000000000 1,409 0 1,409  
    OFFICE EQUIPMENT 2011-12-14 1,806 662 SL 5.000000000000 361 0 361  
    FURNITURE 2012-01-01 56,464 9,881 SL 10.000000000000 5,646 0 5,646  
    RESIDENTIAL FIXTURES 2012-04-23 2,500 506 SL 7.000000000000 357 0 357  
    CARPETING 2012-02-29 2,340 529 SL 7.000000000000 780 0 780  
    CARPETING 2012-02-10 1,345 320 SL 3.000000000000 448 0 448  
    BUS 2011-11-14 51,170 19,615 SL 5.000000000000 10,234 0 10,234  
    FLOORING 2012-06-15 26,980 5,139 SL 7.000000000000 3,854 0 3,854  
    FENCE - WALPOLE 2012-08-09 8,805 1,028 SL 10.000000000000 880 0 880  
    REMODELING 2012-04-01 203,501 10,175 SL 30.000000000000 6,783 0 6,783  
    EQUIPMENT 2012-04-01 1,183 355 SL 5.000000000000 237 0 237  
    CARPETING 2012-04-01 66,444 14,238 SL 7.000000000000 9,585 0 9,585  
    FURNITURE 2012-04-01 19,233 9,617 SL 3.000000000000 2,748 0 2,748  
    AIR SEPARATOR 2013-06-17 4,200 70 SL 15.000000000000 280 0 280  
    BUILDING IMPROVEMENT 2012-08-27 18,803 627 SL 30.000000000000 627 0 627  
    BUILDING IMPROVEMENT 2013-02-25 2,475 41 SL 30.000000000000 82 0 82  
    LAPTOP 2012-09-30 913 304 SL 3.000000000000 304 0 304  
    TECH EQUIPMENT 2013-07-22 76,336 4,241 SL 3.000000000000 25,445 0 25,445  
    COMPUTER EQUIPMENT 2013-09-30 304 8 SL 3.000000000000 101 0 101  
    KITCHEN EQUIPMENT 2012-11-28 13,601 2,267 SL 5.000000000000 2,720 0 2,720  
    STAINLESS STEEL WALL PANEL 2012-12-13 950 158 SL 5.000000000000 190 0 190  
    FOOD SERVICE EQUIPMENT 2013-01-18 2,250 338 SL 5.000000000000 450 0 450  
    CHINA 2013-03-11 5,838 681 SL 5.000000000000 1,168 0 1,168  
    FOOD SERVICE EQUIPMENT 2013-09-06 3,840 64 SL 5.000000000000 768 0 768  
    WASHING MACHINE 2012-12-18 888 148 SL 5.000000000000 178 0 178  
    BAR FAUCET 2012-12-19 715 119 SL 5.000000000000 143 0 143  
    WASHING MACHINE 2012-12-21 872 145 SL 5.000000000000 174 0 174  
    WASHING MACHINE 2012-01-07 990 149 SL 5.000000000000 198 0 198  
    PLUMBING & LAUNDRY EQUIPMENT 2013-01-28 540 72 SL 5.000000000000 108 0 108  
    IRRIGATION METER 2012-09-26 2,675 268 SL 10.000000000000 268 0 268  
    LIGHTING FIXTURES 2012-10-04 2,240 320 SL 7.000000000000 320 0 320  
    LIGHTING FIXTURES 2012-10-15 2,100 300 SL 7.000000000000 300 0 300  
    LIGHTING FIXTURES 2013-02-12 2,380 227 SL 7.000000000000 340 0 340  
    LIGHTING FIXTURES 2013-03-27 3,835 274 SL 7.000000000000 548 0 548  
    LIGHTING FIXTURES 2013-03-27 4,005 286 SL 7.000000000000 572 0 572  
    CARPETING/FLOORING 2013-04-26 658 39 SL 7.000000000000 94 0 94  
    CARPETING/FLOORING 2013-05-28 2,120 101 SL 7.000000000000 303 0 303  
    CARPETING/FLOORING 2013-06-07 3,037 108 SL 7.000000000000 434 0 434  
    AWNING COVER 2013-06-17 1,236 44 SL 7.000000000000 177 0 177  
    CARPETING/FLOORING 2013-06-28 1,373 49 SL 7.000000000000 196 0 196  
    AWNING COVER 2013-07-12 2,856 68 SL 7.000000000000 408 0 408  
    NURSE CALL SYSTEM 2013-09-11 4,345 52 SL 7.000000000000 621 0 621  
    LIGHTING FIXTURES 2013-09-11 2,730 33 SL 7.000000000000 390 0 390  
    CARPETING 2013-03-04 494 41 SL 7.000000000000 453 0 453  
    WATER HEATERS 2014-04-30 34,000   SL 15.000000000000 944 0 944  
    FENCE IMPROVEMENTS 2014-05-19 5,680   SL 15.000000000000 126 0 126  
    ROOF IMPROVEMENTS 2013-12-04 5,675   SL 30.000000000000 158 0 158  
    WIFI SYSTEM 2013-11-05 2,302   SL 3.000000000000 704 0 704  
    TECH EQUIPMENT 2013-10-14 492   SL 3.000000000000 150 0 150  
    SOUND SYSTEM 2013-11-05 6,433   SL 3.000000000000 1,966 0 1,966  
    LAPTOP 2014-03-19 749   SL 3.000000000000 125 0 125  
    COMPUTER EQUIPMENT 2014-05-01 2,181   SL 3.000000000000 303 0 303  
    NETWORK WIRING 2014-06-17 1,950   SL 3.000000000000 163 0 163  
    SECURITY SYSTEM 2014-09-11 5,000   SL 3.000000000000 139 0 139  
    CONFERENCE CALL SYSTEM 2014-09-23 1,204   SL 3.000000000000 33 0 33  
    ICE CUBER 2013-10-29 3,070   SL 5.000000000000 563 0 563  
    ELECTRIC STEAMER 2013-11-25 4,382   SL 5.000000000000 730 0 730  
    MOTOR FOR KITCHEN UNIT 2014-03-31 1,702   SL 5.000000000000 170 0 170  
    KITCHEN FAUCET 2014-07-31 1,086   SL 5.000000000000 36 0 36  
    VENTILATOR BLOWER 2014-06-30 1,687   SL 5.000000000000 84 0 84  
    MOTOR FOR HVAC 2014-03-31 1,098   SL 5.000000000000 110 0 110  
    FENCE 2013-10-07 8,680   SL 7.000000000000 1,240 0 1,240  
    SHADES/BLINDS 2013-10-14 687   SL 7.000000000000 90 0 90  
    CARPETING/FLOORING 2013-10-17 1,435   SL 7.000000000000 188 0 188  
    LIGHTING FIXTURES 2013-10-31 2,640   SL 7.000000000000 346 0 346  
    LIGHTING FIXTURES 2013-11-04 2,660   SL 7.000000000000 348 0 348  
    CARPETING/FLOORING 2013-11-07 1,709   SL 7.000000000000 224 0 224  
    CONSERVATION TREATMENT 2013-12-03 1,660   SL 7.000000000000 198 0 198  
    INDOOR LIGHTING FIXTURES 2014-01-15 1,680   SL 7.000000000000 160 0 160  
    OUTDOOR LIGHTING FIXTURES 2014-02-03 1,732   SL 7.000000000000 165 0 165  
    COMMON AREA FLOORING 2014-02-13 3,561   SL 7.000000000000 339 0 339  
    CHAIRS 2014-02-14 7,270   SL 7.000000000000 692 0 692  
    DOOR/WINDOW TREATMENT 2014-04-14 768   SL 7.000000000000 55 0 55  
    LIGHTING FIXTURES 2014-04-18 6,460   SL 7.000000000000 385 0 385  
    FURNITURE 2013-11-13 4,397   SL 7.000000000000 576 0 576  
    LIGHTING FIXTURES 2014-09-16 3,745   SL 7.000000000000 45 0 45  
    SHADES/BLINDS 2014-02-26 1,476   SL 3.000000000000 287 0 287  
    CARPETING/FLOORING 2014-04-03 1,744   SL 3.000000000000 291 0 291  
    CARPETING/FLOORING 2014-04-03 1,467   SL 3.000000000000 244 0 244  
    CARPETING/FLOORING 2014-08-12 1,004   SL 3.000000000000 56 0 56  
    CARPETING/FLOORING 2014-08-13 1,724   SL 3.000000000000 96 0 96  
    CARPETING/FLOORING 2014-08-31 1,672   SL 3.000000000000 46 0 46  

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    THE CAMBRIDGE HOMES
    EIN: 04-2103958
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 2,638,887 2,638,887

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    THE CAMBRIDGE HOMES
    EIN: 04-2103958
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EQUITY SECURITIES 15,624,706 15,624,706

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    THE CAMBRIDGE HOMES
    EIN: 04-2103958
    US Government Securities - End of Year Book Value:

    5,376,834
    US Government Securities - End of Year Fair Market Value:

    5,376,834
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2013 LandEtcSchedule2
    Name:
    THE CAMBRIDGE HOMES
    EIN: 04-2103958
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    BUILDING 307,017 225,146 81,871  
    BUILDING ADDITION 10,000 2,332 7,668  
    BUILDING EQUIPMENT 5,649 3,768 1,881  
    BUILDING EQUIPMENT 8,692 5,213 3,479  
    BUILDING EQUIPMENT 2,135 1,137 998  
    BUILDING EQUIPMENT 9,150 4,270 4,880  
    BUILDING EQUIPMENT 26,630 10,652 15,978  
    BUILDING IMPROVEMENTS 205,250 157,358 47,892  
    BUILDING IMPROVEMENTS 714,033 523,624 190,409  
    BUILDING IMPROVEMENTS 887,933 621,556 266,377  
    BUILDING IMPROVEMENTS 30,483 20,322 10,161  
    BUILDING IMPROVEMENTS 43,280 27,412 15,868  
    BUILDING IMPROVEMENTS 9,300 4,650 4,650  
    BUILDING IMPROVEMENTS 507,550 152,327 355,223  
    BUILDING IMPROVEMENTS 138,933 37,048 101,885  
    BUILDING IMPROVEMENTS 10,607 2,476 8,131  
    BUILDING IMPROVEMENTS 3,300 715 2,585  
    BUILDING IMPROVEMENTS 4,100 764 3,336  
    BUILDING IMPROVEMENTS 72,748 13,337 59,411  
    BUILDING IMPROVEMENTS 80,060 14,457 65,603  
    BUILDING IMPROVEMENTS 2,852 507 2,345  
    BUILDING IMPROVEMENTS 3,900 650 3,250  
    BUILDING IMPROVEMENTS 3,650 589 3,061  
    PATHWAYS TECH 2,995 2,995 0  
    HI TECH EQUIPMENT 991 991 0  
    COMPUTER 1,146 1,146 0  
    HI TECH EQUIPMENT 800 800 0  
    COMPUTER 2,470 2,470 0  
    KITCHEN EQUIPMENT 4,060 4,060 0  
    KITCHEN EQUIPMENT 3,190 3,190 0  
    KITCHEN EQUIPMENT 5,462 5,460 2  
    KITCHEN EQUIPMENT 2,274 1,896 378  
    2 DELL COMPUTERS 1,954 1,954 0  
    EQUIPMENT 1,866 1,866 0  
    EQUIPMENT 2,446 2,446 0  
    REFRIGERATORS 974 974 0  
    NEW PHONE SYSTEM 1,154 1,154 0  
    HVAC PUMP 2,185 2,185 0  
    EQUIPMENT 8,630 8,630 0  
    EQUIPMENT 1,000 800 200  
    N MECH INV PUR 8,694 6,665 2,029  
    FURNITURE 18,377 18,377 0  
    FURNITURE 10,953 10,953 0  
    FURNITURE 6,094 6,094 0  
    FURNITURE 302,182 302,182 0  
    FURNITURE 21,515 21,515 0  
    FURNITURE 11,891 11,891 0  
    FURNITURE 6,925 6,925 0  
    FURNITURE 13,837 12,453 1,384  
    FURNITURE 5,207 4,166 1,041  
    FURNITURE 7,835 4,440 3,395  
    FURNITURE 1,700 822 878  
    FURNITURE 3,300 1,540 1,760  
    FURNITURE 903 406 497  
    OFFICE FURNITURE 28,848 15,797 13,051  
    OFFICE FURNITURE 6,631 3,552 3,079  
    OFFICE FURNITURE 5,837 2,710 3,127  
    OFFICE FURNITURE 5,248 2,374 2,874  
    FURNITURE 1,204 1,204 0  
    FURNITURE 5,668 5,668 0  
    FURNITURE 1,347 1,347 0  
    FURNITURE 1,317 1,317 0  
    FURNITURE 1,584 1,584 0  
    FURNITURE 1,467 1,467 0  
    FURNITURE 4,803 4,803 0  
    FURNITURE 1,292 1,292 0  
    FURNITURE 2,942 2,942 0  
    FURNITURE 1,540 1,540 0  
    FURNITURE 1,450 1,450 0  
    FURNITURE 998 998 0  
    FURNITURE 954 954 0  
    FURNITURE 868 486 382  
    FURNITURE 1,058 566 492  
    FURNITURE 881 462 419  
    FURNITURE 1,226 554 672  
    LAND 14,374 0 14,374  
    LAND IMPROVEMENTS 23,415 21,854 1,561  
    LAND IMPROVEMENTS 162,871 141,155 21,716  
    LAND IMPROVEMENTS 138,623 110,900 27,723  
    IRON RAIL 4,490 3,291 1,199  
    LAND IMPROVEMENTS 5,000 2,999 2,001  
    NEW BUILDING 5,231,669 2,964,613 2,267,056  
    BUS 48,873 48,873 0  
    MERCURY 18,209 18,209 0  
    BUILDING EQUIPMENT 8,058 1,566 6,492  
    BUILDING IMPROVEMENTS 2,750 786 1,964  
    BUILDING IMPROVEMENTS 1,358 124 1,234  
    BUILDING IMPROVEMENTS 4,500 450 4,050  
    COMPUTER EQUIPMENT 1,054 1,053 1  
    KITCHEN EQUIPMENT 1,892 1,071 821  
    A/C 7,045 3,170 3,875  
    OFFICE EQUIPMENT 1,806 1,023 783  
    FURNITURE 56,464 15,527 40,937  
    RESIDENTIAL FIXTURES 2,500 863 1,637  
    CARPETING 2,340 1,309 1,031  
    CARPETING 1,345 768 577  
    BUS 51,170 29,849 21,321  
    FLOORING 26,980 8,993 17,987  
    FENCE - WALPOLE 8,805 1,908 6,897  
    REMODELING 203,501 16,958 186,543  
    EQUIPMENT 1,183 592 591  
    CARPETING 66,444 23,823 42,621  
    FURNITURE 19,233 12,365 6,868  
    AIR SEPARATOR 4,200 350 3,850  
    BUILDING IMPROVEMENT 18,803 1,254 17,549  
    BUILDING IMPROVEMENT 2,475 123 2,352  
    LAPTOP 913 608 305  
    TECH EQUIPMENT 76,336 29,686 46,650  
    COMPUTER EQUIPMENT 304 109 195  
    KITCHEN EQUIPMENT 13,601 4,987 8,614  
    STAINLESS STEEL WALL PANEL 950 348 602  
    FOOD SERVICE EQUIPMENT 2,250 788 1,462  
    CHINA 5,838 1,849 3,989  
    FOOD SERVICE EQUIPMENT 3,840 832 3,008  
    WASHING MACHINE 888 326 562  
    BAR FAUCET 715 262 453  
    WASHING MACHINE 872 319 553  
    WASHING MACHINE 990 347 643  
    PLUMBING & LAUNDRY EQUIPMENT 540 180 360  
    IRRIGATION METER 2,675 536 2,139  
    LIGHTING FIXTURES 2,240 640 1,600  
    LIGHTING FIXTURES 2,100 600 1,500  
    LIGHTING FIXTURES 2,380 567 1,813  
    LIGHTING FIXTURES 3,835 822 3,013  
    LIGHTING FIXTURES 4,005 858 3,147  
    CARPETING/FLOORING 658 133 525  
    CARPETING/FLOORING 2,120 404 1,716  
    CARPETING/FLOORING 3,037 542 2,495  
    AWNING COVER 1,236 221 1,015  
    CARPETING/FLOORING 1,373 245 1,128  
    AWNING COVER 2,856 476 2,380  
    NURSE CALL SYSTEM 4,345 673 3,672  
    LIGHTING FIXTURES 2,730 423 2,307  
    CARPETING 494 494 0  
    WATER HEATERS 34,000 944 33,056  
    FENCE IMPROVEMENTS 5,680 126 5,554  
    ROOF IMPROVEMENTS 5,675 158 5,517  
    WIFI SYSTEM 2,302 704 1,598  
    TECH EQUIPMENT 492 150 342  
    SOUND SYSTEM 6,433 1,966 4,467  
    LAPTOP 749 125 624  
    COMPUTER EQUIPMENT 2,181 303 1,878  
    NETWORK WIRING 1,950 163 1,787  
    SECURITY SYSTEM 5,000 139 4,861  
    CONFERENCE CALL SYSTEM 1,204 33 1,171  
    ICE CUBER 3,070 563 2,507  
    ELECTRIC STEAMER 4,382 730 3,652  
    MOTOR FOR KITCHEN UNIT 1,702 170 1,532  
    KITCHEN FAUCET 1,086 36 1,050  
    VENTILATOR BLOWER 1,687 84 1,603  
    MOTOR FOR HVAC 1,098 110 988  
    FENCE 8,680 1,240 7,440  
    SHADES/BLINDS 687 90 597  
    CARPETING/FLOORING 1,435 188 1,247  
    LIGHTING FIXTURES 2,640 346 2,294  
    LIGHTING FIXTURES 2,660 348 2,312  
    CARPETING/FLOORING 1,709 224 1,485  
    CONSERVATION TREATMENT 1,660 198 1,462  
    INDOOR LIGHTING FIXTURES 1,680 160 1,520  
    OUTDOOR LIGHTING FIXTURES 1,732 165 1,567  
    COMMON AREA FLOORING 3,561 339 3,222  
    CHAIRS 7,270 692 6,578  
    DOOR/WINDOW TREATMENT 768 55 713  
    LIGHTING FIXTURES 6,460 385 6,075  
    FURNITURE 4,397 576 3,821  
    LIGHTING FIXTURES 3,745 45 3,700  
    SHADES/BLINDS 1,476 287 1,189  
    CARPETING/FLOORING 1,744 291 1,453  
    CARPETING/FLOORING 1,467 244 1,223  
    CARPETING/FLOORING 1,004 56 948  
    CARPETING/FLOORING 1,724 96 1,628  
    CARPETING/FLOORING 1,672 46 1,626  


    TY 2013 LegalFeesSchedule
    Name:
    THE CAMBRIDGE HOMES
    EIN: 04-2103958
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 725 0 681 44


    TY 2013 OtherDecreasesSchedule
    Name:
    THE CAMBRIDGE HOMES
    EIN: 04-2103958
    Description Amount
    UNREALIZED LOSS ON INVESTMENTS 2,844,629


    TY 2013 OtherExpensesSchedule
    Name:
    THE CAMBRIDGE HOMES
    EIN: 04-2103958
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE SUPPLIES 9,998 0 9,391 607
    INSURANCE 267,532 0 251,291 16,241
    RESIDENT ACTIVITIES 38,731 0 36,380 2,351
    MARKETING 68,869 0 64,688 4,181
    FOOD/DIETARY SUPPLIES 224,496 0 210,868 13,628
    OTHER EXPENSES 18,047 0 16,952 1,095
    MEDICAL SUPPLIES 24,303 0 22,828 1,475
    TELEPHONE 5,713 0 5,366 347


    TY 2013 OtherIncomeSchedule2
    Name:
    THE CAMBRIDGE HOMES
    EIN: 04-2103958
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ASSISTED LIVING FEES 2,536,999   2,536,999
    OTHER INCOME 99,515 140,950 99,515


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    THE CAMBRIDGE HOMES
    EIN: 04-2103958
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 160,230 160,230 160,230 0
    ADMINISTRATIVE FEES 95,241 0 89,460 5,781
    MANAGEMENT FEES 193,964 0 182,189 11,775
    SLR - DIRECTORS FEES 136,890 0 128,580 8,310


    TY 2013 TaxesSchedule
    Name:
    THE CAMBRIDGE HOMES
    EIN: 04-2103958
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    REAL ESTATE TAXES 31,681 0 29,758 1,923
    PAYROLL TAXES 129,081 0 121,245 7,836