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
GOLDEN FAMILY FOUNDATION
C/O DAVID G MILLER & ASSOC LLC

Number and street (or P.O. box number if mail is not delivered to street address)127 MAIN STREET NO STE A   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHATHAM, NJ07928
A Employer identification number

23-7423802
B Telephone number (see instructions)

(973) 507-9782
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$37,347,425J 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 2,278 2,278  
4 Dividends and interest from securities...... 831,813 831,813  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,446,479
b Gross sales price for all assets on line 6a 30,696,123
7 Capital gain net income (from Part IV, line 2)... 1,444,204
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 40,255 40,255  
12 Total. Add lines 1 through 11........ 2,320,825 2,318,550  
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 16,600 8,300   0
c Other professional fees (attach schedule).... Click to see attachment 129,372 129,372   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 35,458 7,577   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 132,662 100,243   750
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 314,092 245,492   750
25 Contributions, gifts, grants paid........ 2,481,366 2,481,366
26 Total expenses and disbursements. Add lines 24 and 25 2,795,458 245,492   2,482,116
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -474,633
b Net investment income (if negative, enter -0-) 2,073,058
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............... 3,963 25,084 25,084
2 Savings and temporary cash investments.......... 774,694 2,315,668 2,315,668
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)........ 26,378,157 Click to see attachment26,186,101 29,476,015
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 6,686,172 Click to see attachment4,761,009 5,378,017
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment72,150 Click to see attachment152,641 Click to see attachment152,641
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 33,915,136 33,440,503 37,347,425
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......... 49,772,047 49,772,047
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds -15,856,911 -16,331,544
30 Total net assets or fund balances (see instructions)...... 33,915,136 33,440,503
31 Total liabilities and net assets/fund balances (see instructions).. 33,915,136 33,440,503
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 33,915,136
2 Enter amount from Part I, line 27a..................... 2 -474,633
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 33,440,503
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 33,440,503
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 DISPOSITION OF OCA BRIGADE CREDIT FUND II LLC P   2014-12-31
b .745 VANGUARD FTSE EMERGING MARKETS ETF CASH IN LIEU P   2014-01-21
c $99.98 US TREASURY BILL P 2013-11-20 2014-02-20
d $99.98 US TREASURY BILL P 2013-11-27 2014-02-27
e 18700 VANGUARD FTSE EMERGING MARKETS ETF P   2014-02-27
$99.99 US TREASURY BILL P 2014-12-26 2014-03-27
.921 VANGUARD FTSE EMERGING MARKETS ETF CASH IN LIEU P   2014-05-02
$99.99 US TREASURY BILL P 2014-02-19 2014-05-22
$99.99 US TREASURY BILL P 2014-02-26 2014-05-29
$99.99 US TREASURY BILL P 2014-03-07 2014-06-05
$99.99 US TREASURY BILL P 2014-03-26 2014-06-26
.114 VANGUARD FTSE EMERGING MARKETS ETF CASH IN LIEU P   2014-07-18
$99.99 US TREASURY BILL P 2014-05-29 2014-08-28
$99.99 US TREASURY BILL P 2014-06-06 2014-09-04
.588 VANGUARD FTSE EMERGING MARKETS ETF CASH IN LIEU P   2014-10-24
84745 TWEEDY BROWNE WWD HI DVD YLD P   2014-11-18
43684 AMG YACKTMAN FOC INS P   2014-11-18
140607 EATON VANCE MUT FDS TR FLRT HI INCM P 2013-08-23 2014-11-18
$99.99 US TREASURY BILL P 2014-08-27 2014-11-28
$99.997 US TREASURY BILL P 2014-09-10 2014-12-11
OCA MULTI MANAGER P   2014-12-31
OCA STRATEGOS RMBS FUND P   2014-12-31
OCA STRATEGOS RMBS FUND P   2014-12-31
OCA REAL ESTATE OPPORT FUND UBTI P   2014-12-31
OCA REAL ESTATE OPPORT FUND P   2014-12-31
OCA REAL ESTATE OPPORT FUND P   2014-12-31
OCA REAL ESTATE OPPORT FUND P   2014-12-31
OCA REAL ESTATE OPPORT FUND P   2014-12-31
LITIGATION INCOME P   2014-12-31
CAPITAL GAINS DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 2,152,347   2,154,773 -2,426
b 29     29
c 999,823   999,823 0
d 3,999,350   3,999,350 0
e 725,547   722,194 3,353
999,863   999,863 0
38     38
999,912   999,912 0
3,999,621   3,999,621 0
999,903   999,903 0
499,956   499,956 0
5     5
3,999,750   3,999,750 0
1,599,903   1,599,903 0
24     24
1,000,000   696,610 303,390
1,200,000   814,270 385,730
1,250,000   1,264,010 -14,010
3,999,744   3,999,744 0
1,499,962   1,499,962 0
123,031     123,031
78,392     78,392
43,252     43,252
2,275   2,275 0
77     77
83,501     83,501
2,239     2,239
3,359     3,359
700     700
433,520     433,520
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       -2,426
b       29
c       0
d       0
e       3,353
      0
      38
      0
      0
      0
      0
      5
      0
      0
      24
      303,390
      385,730
      -14,010
      0
      0
      123,031
      78,392
      43,252
      0
      77
      83,501
      2,239
      3,359
      700
      433,520
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 1,444,204
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 2,724,390 36,558,820 0.074521
2012 1,711,678 36,395,839 0.047029
2011 1,513,772 39,632,045 0.038196
2010 1,719,596 39,465,734 0.043572
2009 1,429,627 38,123,035 0.037500
2 Total of line 1, column (d) ...................... 2 0.240818
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 0.048164
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 36,965,996
5 Multiply line 4 by line 3....................... 5 1,780,430
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 20,731
7 Add lines 5 and 6......................... 7 1,801,161
8 Enter qualifying distributions from Part XII, line 4.............. 8 2,482,116
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 20,731
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 20,731
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 20,731
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 40,153
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 20,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 60,153
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 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 39,422
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet39,422 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
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    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 ofbulletDAVID G MILLER ASSOCIATES LLC Telephone no.bullet (973) 507-9790
    Located atbullet127 MAIN STREET STE ACHATHAMNJ ZIP+4bullet07928
    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?
    16Yes  
    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 bulletOC
    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
    SIBYL R GOLDEN PRESIDENT
    1.00     		0 0 0
    C/O D MILLER ASSOC LLC127 MAIN ST
    STE A
    CHATHAM,NJ07928
    PAMELA P GOLDEN DIRECTOR
    1.00     		0 0 0
    C/O D MILLER ASSOC LLC127 MAIN ST
    STE A
    CHATHAM,NJ07928
    HELENE KAPLAN SECRETARY/DIRECTOR
    1.00     		0 0 0
    C/O D MILLER ASSOC LLC127 MAIN ST
    STE A
    CHATHAM,NJ07928
    CHRISTIE VAN KEHRBERG TREASURER/DIRECTOR
    1.00     		0 0 0
    C/O D MILLER ASSOC LLC127 MAIN ST
    STE A
    CHATHAM,NJ07928
    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
    OFFIT CAPITAL ADVISORS FINANCIAL CONSULTING 112,322
    485 LEXINGTON AVE
    NEW YORK,NY10017
    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 Click to see attachment 0
    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
    36,326,084
    b
    Average of monthly cash balances.......................
    1b
    1,202,846
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    37,528,930
    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
    37,528,930
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    562,934
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    36,965,996
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,848,300
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,848,300
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    20,731
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    20,731
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,827,569
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,827,569
    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
    1,827,569
    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
    2,482,116
    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
    2,482,116
    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
    20,731
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,461,385
    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 1,827,569
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    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....... 941,734
    fTotal of lines 3a through e......... 941,734
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 2,482,116
    a Applied to 2013, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2014 distributable amount..... 1,827,569
    e Remaining amount distributed out of corpus 654,547
    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 1,596,281
    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 ..........     		0
    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 ......     		1,596,281
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013.... 941,734
    e Excess from 2014.... 654,547
    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
    AMERICAN ACADEMEY OF ARTS & SCIENCE
    136 IRVING STREET
    CAMBRIDGE,MA02138     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 25,000
    AMERICAN ASSOC FT ADVANCEMENT OF SCIENCE
    1200 NEW YORK AVENUE NW
    WASHINGTON,DC20005     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 108,500
    AMERICAN MUSEUM OF NATURAL HISTORY
    CENTRAL PARK WEST AT 79TH STREET
    NEW YORK,NY10024     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 610,870
    AMERICAN PHILOSOPHICAL SOCIETY
    104 SOUTH FIFTH STREET
    PHILADELPHIA,PA19106     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 16,000
    AMERICAN TRUST FOR THE BRITISH LIBRARY
    244 FIFTH AVENUE SUITE 285
    NEW YORK,NY10001     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 10,000
    ASHOKA
    1700 NORTH MOORE STREET SUITE 2000
    ARLINGTON,VA22209     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 5,000
    AUDUBON NEW YORK
    225 VARICK STREET 7TH FLOOR
    NEW YORK,NY10014     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 1,770
    BARNARD COLLEGE
    3009 BROADWAY
    NEW YORK,NY10027     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 533,400
    BENNINGTON COLLEGE
    ONE COLLEGE DRIVE
    BENNIGNTON,VT05201     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 5,000
    BLACK ROCK FOREST CONSORTIUM
    65 RESERVOIR ROAD
    CORNWALL,NY12518     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 214,000
    BLACK ROCK FOREST PRESERVE
    19 WEST 44TH STREET ROOM 1407
    NEW YORK,NY10036     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 250,000
    BREARLEY SCHOOL
    610 EAST 83RD STREET
    NEW YORK,NY10028     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 2,000
    BROOKLYN BOTANIC GARDEN
    1000 WASHINGTON AVENUE
    BROOKLYN,NY11225     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 1,170
    CALVARY BAPTIST CHURCH
    BOX 576 - RT 28-A
    WEST SHOKAN,NY12494     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 250
    CARNEGIE INSTITUION FOR SCIENCE
    1530 P STREET NW
    WASHINGTON,DC20005     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 10,000
    CARY INSTITUTE OF ECOSYSTEM STUDIES
    BOX AB 2801 SHARON TURNPIKE
    MILLBROOK,NY12545     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 2,125
    CATSKILL CENTER OF CONSERVATION
    PO BOX 504 ROUTE 28
    ARKVILLE,NY12406     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 6,000
    CENTRAL PARK CONSERVANCY
    14 EAST 60TH STREET 8TH FLOOR
    NEW YORK,NY10022     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 75,000
    CENTURY ASSOCIATION ARCHIVES FOUNDATION
    7 WEST 43RD STREET
    NEW YORK,NY10036     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 1,000
    CLASSROOM INC NY
    245 FIFTH AVENUE 20TH FLOOR
    NEW YORK,NY10016     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 5,000
    DIXON PLACE
    161A CHRYSTIE STREET
    NEW YORK,NY10002     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 3,000
    EL PUENTE
    211 SOUTH 4TH STREET
    BROOKLYN,NY11211     		NONE EOF FOR THE ORGANIZATION'S CHARITABLE USE 1,000
    HAMILTON COLLEGE CLINTON NY
    198 COLLEGE HILL ROAD
    CLINTON,NY13323     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 5,000
    HEALTH ALLIANCE FOUNDATION
    396 BROADWAY
    KINGSTON,NY12401     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 1,000
    HISTORICAL SOCIETY OF THE TOWN OF OLIVE
    PO BOX 366
    SHOKAN,NY12481     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 500
    HUDSON HIGHLANDS NATURE OF MUSEUM
    PO BOX 451
    CORNWALL,NY12518     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 11,500
    HUMAN RIGHTS FIRST
    333 SEVENTH AVENUE 13TH FLOOR
    NEW YORK,NY10001     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 10,150
    JERUSALEM FOUNDATION
    420 LEXINGTON AVENUE SUITE 1645
    NEW YORK,NY10170     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 5,000
    JEWISH MUSEUM
    1109 FIFTH AVENUE
    NEW YORK,NY10128     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 5,000
    JEWISH WOMEN'S ARCHIVE
    ONE HARVARD SQUARE SUITE 200
    BROOKLINE,MA02445     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 2,280
    LEARNING LEADERS
    80 MAIDEN LANE 11TH FLOOR
    NEW YORK,NY10038     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 5,000
    MANITOGA
    584 ROUTE 9D PO BOX 249
    GARRISON,NY10524     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 1,000
    MARINE BIOLOGICAL LABORATORY
    7 MBL STREET
    WOODS HOLE,MA02543     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 5,000
    MOHONK PRESERVE
    PO BOX 715
    NEW PALTZ,NY12561     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 1,575
    MOUNT SINAI SCHOOL OF MEDICINE
    ONE GUSTAVE L LEVY PLACE
    NEW YORK,NY10029     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 10,000
    MUSEUM OF THE CITY OF NEW YORK
    1220 FIFTH AVENUE
    NEW YORK,NY10029     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 1,000
    NATIONAL ACADEMY OF SCIENCES
    500 FIFTH STREET NW NAS-038
    WASHINGTON,DC20001     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 5,000
    NATIONAL MUSEUM OF AMERICAN INDIAN
    ONE BOWLING GREEN
    NEW YORK,NY10004     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 10,000
    NATURAL RESOURCES DEFENSE COUNCIL
    40 WEST 20TH STREET
    NEW YORK,NY10011     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 10,000
    NEW YORK BOTANICAL GARDEN BRONX NY
    2900 SOUTHERN BLVD
    BRONX,NY10458     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 976
    NEW YORK HALL OF SCIENCE
    47-01 111TH STREET
    QUEENS,NY11368     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 227,750
    NEW YORK PUBLIC LIBRARY
    FIFTH AVENUE AND 42ND STREET RM 73
    NEW YORK,NY10018     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 5,000
    NEW YORK- NEW JERSEY TRAIL CONFERENCE
    156 RAMAPO VALLEY ROAD
    MAHWAH,NJ07430     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 55,000
    NEW YORKERS FOR PARKS
    55 BROAD STREET 23RD FLOOR
    NEW YORK,NY10004     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 31,750
    NYU FACES
    27TH WEST FOURTH STREET
    NEW YORK,NY10012     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 2,400
    OLIVE FIRE DEPT
    PO BOX 1309
    OLIVEBRIDGE,NY12461     		NONE NC FOR THE ORGANIZATION'S CHARITABLE USE 500
    OLIVE FIRST AID UNIT
    PO BOX 151
    SHOKAN,NY12481     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 500
    OLIVE FREE LIBRARY ASSOCIATION
    PO BOX 59
    WEST SHOKAN,NY12494     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 1,000
    OPEN SPACE INSTITUTE
    1350 BROADWAY SUITE 201
    NEW YORK,NY10018     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 14,000
    PALISADES PARKS CONSERVANCY INC
    PO BOX 427
    BEAR MOUNTAIN,NY10911     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 1,000
    PARKS & TRAILS NEW YORK
    29 ELK STREET
    ALBANY,NY12207     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 250
    PHIPPS COMMNUNITY DEVELOPMENT CORPORATION
    902 BROADWAY 13TH FLOOR
    NEW YORK,NY10010     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 1,000
    RADCLIFFE INSTITUTE
    124 MOUNT AUBURN STREET
    CAMBRIDGE,MA02138     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 100
    RIVERSIDE PARK FUND NEW YORK NY
    475 RIVERSIDE DRIVE SUITE 455
    NEW YORK,NY10115     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 14,350
    RONDOUT ESOPUS LAND CONSERVANCY
    PO BOX 144
    ACCORD,NY12404     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 100
    SCENIC HUDSON INC
    ONE CIVIC CENTRE PLAZA SUITE 200
    POUGHKEEPSIE,NY12601     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 3,000
    ST JOHN'S OF WEST HURLEY-WOODSTOCK
    12 HOLLY HILLS DRIVE
    WOODSTOCK,NY12498     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 250
    STARR LIBRARY
    68 WEST MARKET STREET
    RHINEBECK,NY12572     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 1,000
    STORM KING ART CENTER
    PO BOX 280
    MOUNTAINVILLE,NY10953     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 41,600
    THE FIELD
    75 MAIDEN LANE SUITE 906
    NEW YORK,NY10038     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 2,500
    UJA FEDERATION
    130 EAST 59TH STREET ROOM 1505
    NEW YORK,NY10022     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 100,000
    UNITED METHODIST CHURCH OF OLIVE BRIDGE
    PO BOX 1397
    OLIVEBRIDGE,NY12461     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 250
    WOODS HOLE RESEARCH CENTER
    149 WOODS HOLE ROAD
    FALMOUTH,MA02540     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 1,500
    7 WEST 43RD STREET FOUNDATION
    7 WEST 43RD STREET
    NEW YORK,NY10036     		NONE PC FOR THE ORGANIZATION'S CHARITABLE USE 500
    Total .................................bullet 3a 2,481,366
    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 2,278  
    4 Dividends and interest from securities....     14 831,813  
    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.....     14 40,255  
    8
    Gain or (loss) from sales of assets other than inventory .............     		900000 2,275 18 1,010,684  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 2,275 1,885,030 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,887,305
    (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.)
    1 N/A
    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



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    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    GOLDEN FAMILY FOUNDATION
    C/O DAVID G MILLER & ASSOC LLC
    EIN: 23-7423802
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 16,600 8,300   0

    TY 2014 AllOthProgRltdInvestmentsSch
    Name:
    GOLDEN FAMILY FOUNDATION
    C/O DAVID G MILLER & ASSOC LLC
    EIN: 23-7423802
    Category Amount
    N/A 0

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    GOLDEN FAMILY FOUNDATION
    C/O DAVID G MILLER & ASSOC LLC
    EIN: 23-7423802
    Name of Stock End of Year Book Value End of Year Fair Market Value
    JP MORGAN-SECURITIES 22,621,750 25,986,794
    WILKINSON - JPM 1,986,308 1,955,087
    CHARLES SCHWAB-SECURITIES 1,578,043 1,534,134

    TY 2014 InvestmentsOtherSchedule2
    Name:
    GOLDEN FAMILY FOUNDATION
    C/O DAVID G MILLER & ASSOC LLC
    EIN: 23-7423802
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CERBERUS RMBS OFFSHORE AT COST 1,498,685 1,802,183
    OCA R/E OPPORTUNITIES FUND I LP AT COST 918,387 1,017,660
    OCA BRIGADE CREDIT FUND II AT COST 0 0
    OCA STRATEGOS RMBS FUND LLC AT COST 2,206,751 2,260,592
    OCA GSO CAPITAL SOLUTIONS AT COST 137,186 177,328
    OCA MULTIMANAGER AT COST 0 120,254

    TY 2014 OtherAssetsSchedule
    Name:
    GOLDEN FAMILY FOUNDATION
    C/O DAVID G MILLER & ASSOC LLC
    EIN: 23-7423802
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DIVIDENDS RECEIVABLE 36,212 91,580 91,580
    PARTNERSHIP RECEIVABLE 35,887 61,061 61,061
    CAPITAL GAINS RECEIVABLE 51 0 0


    TY 2014 OtherExpensesSchedule
    Name:
    GOLDEN FAMILY FOUNDATION
    C/O DAVID G MILLER & ASSOC LLC
    EIN: 23-7423802
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FILING FEE 750 0   750
    OCA R/E OPP FUND I LP - INT EXP 2,861 2,861   0
    OCA R/E OPP FUND I LP - PORT EXP 12,199 12,199   0
    OCA BRIGADE CREDIT FUND II LLC - PORT EXP 21,840 21,840   0
    OCA BRIGADE CREDIT FUND II LLC - INTEREST EXP 97 97   0
    OCA STRATEGOS RMBS FUND LLC - PORT EXP 39,623 39,623   0
    OCA STRATEGOS RMBS FUND LLC - INTEREST EXP 478 478   0
    OCA R/E OPP FUND I LP - RENTAL R/E 31,669 0   0
    OCA R/E OPP FUND I LP - ORD INC 16,722 16,722   0
    OCA BRIGADE CREDIT FUND II 6,423 6,423   0


    TY 2014 OtherIncomeSchedule2
    Name:
    GOLDEN FAMILY FOUNDATION
    C/O DAVID G MILLER & ASSOC LLC
    EIN: 23-7423802
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OCA R/E OPP FUND I LP - OTHER INC 47 47 0
    OCA R/E OPP FUND I LP - PORT INC 28,775 28,775 0
    OCA R/E OPP FUND I LP - OTHER INC 11,433 11,433 0


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    GOLDEN FAMILY FOUNDATION
    C/O DAVID G MILLER & ASSOC LLC
    EIN: 23-7423802
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVISORY FEES 112,322 112,322   0
    JPM 17,050 17,050   0


    TY 2014 TaxesSchedule
    Name:
    GOLDEN FAMILY FOUNDATION
    C/O DAVID G MILLER & ASSOC LLC
    EIN: 23-7423802
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    JP MORGAN FOREIGN TAXES 7,570 7,570   0
    OCA R/E OPPORTUNITIES FUND I LP 7 7   0
    OTHER TAXES PAID 26,566 0   0
    CEREBERUS RMBS FOREIGN TAX 1,315 0   0