Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. 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
GEORGE H & JANE A MIFFLIN MEMORIAL FUND 15005012
 

Number and street (or P.O. box number if mail is not delivered to street address)LWC 230 CONGRESS STREET 12FL   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02110
A Employer identification number

04-6384983
B Telephone number (see instructions)

(617) 523-6531
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$39,409,841J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments 223 210  
4 Dividends and interest from securities...... 595,966 595,966  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,405,326
b Gross sales price for all assets on line 6a 3,787,471
7 Capital gain net income (from Part IV, line 2)... 1,405,326
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).......      
12 Total. Add lines 1 through 11........ 2,001,515 2,001,502  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 78,836 55,186   23,650
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 30,055 30,055   0
c Other professional fees (attach schedule).... Click to see attachment 84,789 57,089   27,700
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 62,289 24,738   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 4,436 686   3,750
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 260,405 167,754   55,100
25 Contributions, gifts, grants paid........ 1,530,000 1,530,000
26 Total expenses and disbursements. Add lines 24 and 25 1,790,405 167,754   1,585,100
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 211,110
b Net investment income (if negative, enter -0-) 1,833,748
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 405 7,705 7,705
2 Savings and temporary cash investments.......... 338,000 610,000 610,000
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) 100,104 Click to see attachment99,890 99,998
b Investments—corporate stock (attach schedule)........ 21,397,198 Click to see attachment21,329,222 38,692,138
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)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 21,835,707 22,046,817 39,409,841
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......... 22,891,319 23,105,107
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds -1,055,612 -1,058,290
30 Total net assets or fund balances (see page 17 of the
instructions).................... 21,835,707 22,046,817
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 21,835,707 22,046,817
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 21,835,707
2 Enter amount from Part I, line 27a..................... 2 211,110
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 22,046,817
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 22,046,817
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 PUBLICLY TRADED SECURITIES P    
b CAPITAL GAINS DIVIDENDS P    
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 3,787,263   2,382,145 1,405,118
b 208     208
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       1,405,118
b       208
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 1,405,326
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 1,613,343 34,262,212 0.047088
2011 1,485,026 30,644,874 0.048459
2010 1,222,316 30,018,840 0.040718
2009 1,249,748 27,063,173 0.046179
2008 1,654,205 23,043,789 0.071785
2 Total of line 1, column (d) ...................... 2 0.254229
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 0.050846
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 39,098,625
5 Multiply line 4 by line 3....................... 5 1,988,009
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 18,337
7 Add lines 5 and 6......................... 7 2,006,346
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,585,100
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 36,675
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 36,675
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 36,675
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 36,864
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 1,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 37,864
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 1,189
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet1,189 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
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
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletHTTP://MIFFLINMEMORIALFUND.ORG
    14
    The books are in care ofbulletLORING WOLCOTT COOLIDGE TRUST LLC Telephone no.bullet (617) 523-6531
    Located atbullet230 CONGRESS STREETBOSTONMA ZIP+4bullet02110
    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
    150
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    LAWRENCE COOLIDGE TRUSTEE
    1.00     		26,274 0 0
    230 CONGRESS STREET
    BOSTON,MA02110
    C-F DAVID BOIT TRUSTEE
    1.00     		26,274 0 0
    230 CONGRESS STREET
    BOSTON,MA02110
    THOMAS R APPLETON TRUSTEE
    1.00     		26,288 0 0
    230 CONGRESS STREET
    BOSTON,MA02110
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (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
    1,954,931
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    36,675
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    36,675
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,918,256
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,918,256
    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
    1,918,256
    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 1,918,256
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 1,510,590
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 1,585,100
    a Applied to 2012, but not more than line 2a 1,510,590
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2013 distributable amount..... 74,510
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2013. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		1,843,746
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    LAWRENCE COOLIDGE
    C/OLORINGWOLCOTT COOLIDGE 230
    CONGRESS ST
    BOSTON,MA02110
    (617) 523-6531
    bThe form in which applications should be submitted and information and materials they should include:
    WHEN APPLYING SEND THE FOLLOWING: PROPOSAL OF ORGANIZATION; FUNDING FOR; AMOUNT; PROJECT BUDGET; RECENT FINACIAL STATEMENTS; IRS EXEMPT STATUS LETTER; ACCURATE FINANCIAL DATA WHICH MEASURE THE SUCCESS OF THE PROGRAM; AND LAST 2 YEARS OF INCOME STATEMENT AND BALANCE SHEET.
    cAny submission deadlines:
    DEADLINES FOR APPLICATION AND SUBSEQUENT REPORTING OCTOBER 1ST THROUGH APRIL 15TH.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE MIFFLIN FUND GIVES GRANTS PRIMARILY IN THE HUMAN SERVICES AND EDUCATIONAL AREAS,FOCUSING ON LOW INCOME AND MINORITY POPULATIONS. GRANTS ARE ALSO GIVEN TO ENVIRONMENTAL/CONSERVATION ORGANIZATIONS WITH OCCASIONAL GRANTS TO CULTURAL ORGANIZATIONS FOR SPECIAL PURPOSES.
    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
    ALMA DEL MAR CHARTER SCHOOL
    26 MADEIRA AVE
    NEW BEDFORD,MA02746     		NONE PC FOR 5TH GRADE CLASS ROOMS 25,000
    ARGOSY COLLEGIATE CHARTER SCHOOL
    PO BOX 79
    FALL RIVER,MA02724     		NONE PC START UP TECHNOLOGY PLAN 20,000
    BAYSTATE ACADEMY CHARTER PUBLIC SCHOOL
    334 FRANKLIN STREET
    SPRINGFIELD,MA01104     		NONE PC SUMMER ENRICHMENT 20,000
    BERKSHIRE ARTS AND TECHNOLOGY CHARTER PUBLIC SCHOOL
    ONE COMMERCIAL PLACE PO BOX 267
    ADAMS,MA01220     		NONE PC BUILDING EXPANSION PROJECT 20,000
    BLESSED STEPHEN BELLESINI OSA ACADEMY
    PO BOX 1021
    LAWRENCE,MA01842     		NONE PC STUDENT SPONSORSHIP PROGRAM 12,000
    BOSTON CHILDRENS HOSPITAL
    300 LONGWOOD AVE
    BOSTON,MA02115     		NONE PC DIVISION OF IMMUNOLOGY - FOOD ALLERGY PROGRAM 25,000
    BOSTON COLLEGIATE CHARTER SCHOOL
    11 MAYHEW STREET
    DORCHESTER,MA02125     		NONE PC ARTS ENHANCEMENTS 10,000
    BOSTON DEBATE LEAGUE
    31 STATE STREET
    BOSTON,MA02109     		NONE PC AFTER SCHOOL DEBATE LEAGUE 15,000
    BOTTOM LINE
    500 ARMORY STREET
    BOSTON,MA02130     		NONE PC MASS OPERATIONS 70,000
    BREAKTHROUGH GREATER BOSTON
    PO BOX 381486
    CAMBRIDGE,MA02238     		NONE PC EXPANDING BREAKTHROUGHS SCOPE AND IMPACT 10,000
    BRIDGE BOSTON CHARTER SCHOOL
    2 MCLELLAN STREEET
    BOSTON,MA02121     		NONE PC INTERN PROGRAM 20,000
    CAREER COLABORATIVE INC
    77 SUMMER STREET 11 FLOOR
    BOSTON,MA02110     		NONE PC JOB-READINESS AND JOB SEARCH COURSE 10,000
    CASA PROJECT INC
    100 GROVE STREET
    WORCESTER,MA01605     		NONE PC CHILD COURT ADVOCACY PROGRAM 15,000
    CHELSEA EDUCATION FOUNDATION
    299 EVERETT AVE
    CHELSEA,MA02150     		NONE PC CHELSEA REACH 10,000
    COMMUNITY CHARTER SCHOOL OF CAMBRIDGE
    245 BENT STREET
    CAMBRIDGE,MA02141     		NONE PC DEVELOPEMENT STRATEGY 25,000
    COMMUNITY EDUCATION CENTER
    PO BOX 544 119 LONDON STREET
    EAST BOSTON,MA02128     		NONE PC EDUCATION FOR NEW AMERICANS PROGRAM 20,000
    COMMUNITY LEGAL SERVICES AND COUNSELING CENTER INC
    ONE WEST STREET
    CAMBRIDGE,MA02139     		NONE PC FREE LEGAL SERVICES FOR LOW INCOME INDIVIDUALS 25,000
    CONSERVATORY LAB CHARTER SCHOOL
    25 ARLINGTON STREET
    BRIGHTON,MA02135     		NONE PC SECURING A SOUND FUTURE CAPITAL CAMPAIGN 20,000
    COOK INLETKEEPER
    3734 BEN WALTERS LANE
    HOMER,AK99603     		NONE PC PROTECTING ALASKAS WILD SALMON HABITAT 10,000
    CRISTO REY HIGH SCHOOL
    100 SAVIN HILL AVENUE
    BOSTON,MA02125     		NONE PC WORK STUDY PROGRAM 10,000
    DISMAS HOUSE OF MASSACHUSETTS INC
    30 RICHARDS STREET
    WORCESTER,MA01603     		NONE PC GREATER WORCESTER BAR NONE 20,000
    EAST QUABBIN LAND TRUST
    120 RIDGE ROAD
    HARDWICK,MA01037     		NONE PC CERNAUSKAS CONSERVATION INITIATIVE 10,000
    EDWARD W BROOKE CHARTER SCHOOL
    190 CUMMINS HIGHWAY
    ROSLINDALE,MA02119     		NONE PC PARENT MOBLIZATION PROGRAM 50,000
    EL SISTEMA SOMERVILLE
    50 CROSS STREET
    SOMERVILLE,MA02145     		NONE PC MUSICIANS WTIH A MISSION 7,500
    ESSEX COUNTY GREENBELT ASSOCIATION
    82 EASTERN AVENUE
    ESSEX,MA01929     		NONE PC DEVILS DEN 25,000
    EXCEL ACADEMY CHARTER SCHOOL
    58 MOORE STREET
    EAST BOSTON,MA02128     		NONE PC CAPITAL SUPPORT 35,000
    FATHER BILL'S MAINSPRING INC
    422 WASHINGTON STREET
    QUINCY,MA02169     		NONE PC FOODWORKS 5,000
    FOOD FOR THE WORLD INC
    PO BOX 2012
    METHUEN,MA01841     		NONE PC GENERAL OPERATION 10,000
    GIRLS LEAP SELF-DEFENSE INC
    197A CENTRE STREET
    DORCHESTER,MA02124     		NONE PC GIRLS EMPOWERMENT 10,500
    GREATER BOSTON LEGAL SERVICES
    197 FRIEND STREET
    BOSTON,MA02114     		NONE PC INFORMATION MANAGEMENT PROJECT 75,000
    HOME START INC
    105 CHAUNCY STREET
    BOSTON,MA02111     		NONE PC HOMELESSNESS PREVENTION PROGRAM 20,000
    HOUSEHOLD GOODS RECYCLING OF MASSACHUSETTS
    530 MAIN STREET
    ACTON,MA01720     		NONE PC HOUSEHOLD GOODS RECYCLING OF MASSACHUSETTS 10,000
    INTERFAITH SOCIAL SERVICES
    105 ADAMS STREET
    QUINCY,MA02169     		NONE PC SOCIAL SERVICES FOR HOMESAFE 5,000
    INTERISE
    197 PORTLAND STREET
    BOSTON,MA02114     		NONE PC MASS RENAISSANCE 10,000
    JAMAICA PLAIN NEIGHBORHOOD DEVELOPMENT CORPORATION
    31 GERMANIA STREET
    JAMAICA PLAIN,MA02130     		NONE PC SUPPORT FOR AFFORDABLE LOW INCOME HOUSING 25,000
    JFY NETWORKS
    44 SCHOOL STREET SUITE 1010
    BOSTON,MA02108     		NONE PC COLLEGE AND CAREER READINESS 10,000
    JUST A START CORPORATION
    1035 CAMBRIDGE STREET
    CAMBRIDGE,MA02141     		NONE PC EDUCATION AND TRAINING AND HOUSING PROGRAMS. 50,000
    LA VIDA INC
    40 GREEN STREET
    LYNN,MA01902     		NONE PC SCHOLARS PROGRAM 10,000
    LAWRENCE PUBLIC SCHOOLS
    255 ESSEX STREET
    LAWRENCE,MA01840     		NONE PC ACCELERATION ACADEMIES 25,000
    LAWYERS CLEARINGHOUSE ON AFFORDABLE HOUSING AND HOMELESSNESS INC
    16 BEACON STREET
    BOSTON,MA02108     		NONE PC THE MA LEGAL CLINIC FOR THE HOMELESS 10,000
    LAZARUS HOUSE INC
    PO BOX 408
    LAWRENCE,MA01842     		NONE PC EDUCATION/WORK PROGRAMS 10,000
    LEGAL ADVOCACY & RESOURCE CENTER INC
    197 FRIEND STREET
    BOSTON,MA02114     		NONE PC SUPPORT LARCS HOTLINE 30,000
    MANOMENT INC
    PO BOX 1770
    MANOMET,MA02345     		NONE PC DOWNEAST FISHERIES PARTNERSHIP 20,000
    MARTIN LUTHER KING JR CHARTER SCHOOL OF EXCELLENCE
    285 DORSET STREET
    SPRINGFIELD,MA01108     		NONE PC INITIATIVE TO STRENGTHEN INSTRUCTION 10,000
    MASSACHUSETTS LAND TRUST COALITION
    18 WOLBACH ROAD
    SUDBURY,MA01776     		NONE PC CAPACITY- BUILDING PROJECT 5,000
    MASSACHUSETTS LAW REFORM INSTITUTE
    99 CHAUNCY STREET SUITE 500
    BOSTON,MA02111     		NONE PC FAMILY HOMELESSNESS CRISIS RESPONSE PROJECT 10,000
    MERRIMACK VALLEY FOOD BANKINC
    735 BROADWAY STREET
    LOWELL,MA01854     		NONE PC GUY FRANCESSCHELLI FOOD RESCUE 5,000
    NEW ENGLAND FORESTRY FOUNDATION INC
    32 FOSTER ST PO BOX 1346
    LITTLETON,MA01460     		NONE PC EAST MACHIAS RIVER FOREST 50,000
    PAULO FREIRE SOCIAL JUSTICE CHARTER SCHOOL
    161 LOWER WESTFIELD ROAD
    HOLYOKE,MA01041     		NONE PC TECHNOLOGY SUPPORT 25,000
    PHOENIX CHARTER ACADEMY NETWORK
    59 NICHOLS STREET
    CHELSEA,MA02150     		NONE PC GENERAL SUPPORT 35,000
    PROSPECT HILL ACADEMY CHARTER SCHOOL
    50 ESSEX STREET
    CAMBRIDGE,MA02139     		NONE PC PROSPECT FELLOWS 25,000
    RAISING A READER MA
    9B HAMILTON PLACE 3RD FLOOR
    BOSTON,MA02108     		NONE PC EARLY LITERACY FOR ALL 5,000
    RAW ART WORKS
    37 CENTRAL SQUARE
    LYNN,MA01901     		NONE PC FREE ART PROGRAMMING 5,000
    REACH BEYOND DOMESTIC VIOLENCE
    PO BOX 540024
    WALTHAM,MA02454     		NONE PC GENERAL 10,000
    RESPOND INC
    PO BOX 555
    SOMERVILLE,MA02143     		NONE PC GENERAL OPERATING 7,500
    ROCA INC
    101 PARK STREET
    CHELSEA,MA02151     		NONE PC ALTERNATIVE EDUCATION AND WORKFORCE READINESS PROGRAM 15,000
    SCHOOL ON WHEELS OF MASSACHUSETTS INC
    790 WEST CHESTNUT STREET
    BROCKTON,MA02301     		NONE PC EDUCATING CHILDREN IMPACTED BY HOMELESSNESS 7,500
    SHELTER LEGAL SERVICE FOUNDATION INC
    885 CENTRE STREET
    NEWTON,MA02459     		NONE PC VOLUNTEER ATTORNEY PROGRAM 10,000
    SITKA CONSERVATION SOCIETY
    PO BOX 6533
    SITKA,AK99835     		NONE PC PROTECTING TONGASS NATIONAL FOREST 30,000
    SOCIEDAD LATINA INC
    1530 TREMONT STREET
    ROXBURY,MA02120     		NONE PC MISSION POSSIBLE PROGRAM 10,000
    SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
    7 BISHOP STREET
    FRAMINGHAM,MA01702     		NONE PC ENGLISH IS A SECOND LANGUAGE PROGRAM 15,000
    SOUTHEAST ALASKA CONSERVATION COUNCIL
    419 6TH STREET SUITE 200
    JUNEAU,AK99801     		NONE PC GENERAL SUPPORT 15,000
    SPRINGFIELD PREPARATORY CHARTER SCHOOL
    1500 MAIN ST SUITE 2700
    SPRINGFIELD,MA01115     		NONE PC START-UP PROGRAM 25,000
    ST FRANCIS HOUSE
    39 BOYLSTON STREET
    BOSTON,MA02116     		NONE PC BASIC CORE SERVICES 15,000
    STRAIGHT AHEAD MINISTRIES INC
    791 MAIN STREET
    WORCESTER,MA01610     		NONE PC LYNN YOUTH REENTRY PROJECT 20,000
    STRIVE BOSTON EMPLOYMENT SERVICES INC
    651 WASHINGTON STREET
    DORCHESTER,MA02124     		NONE PC GENERAL 25,000
    TEACH FOR AMERICA
    60 CANAL STREET 5TH FLOOR
    BOSTON,MA02114     		NONE PC NEXT PHASE OF IMPACT IN MASSACHUSETTS 75,000
    THE CARE CENTER
    247 CABOT STREET
    HOLYOKE,MA01040     		NONE PC NEW DIRECTIONS/TO COLLEGE 15,000
    THE COMPACT OF CAPE COD CONSERVATION TRUSTS INC
    PO BOX 443
    BARNSTABLE,MA02630     		NONE PC NATIONAL SEASHORE PRIORITY LANDS PROJECT 5,000
    THE MATCH SCHOOL FOUNDATION INC
    215 FOREST HILLS STREET
    JAMAICA PLAIN,MA02130     		NONE PC CAPITAL CAMPAIGN:PAYDRAS STREET PROJECT 25,000
    THE NEIGHBORHOOD DEVELOPERS
    4 GERRISH AVENUE
    CHELSEA,MA02150     		NONE PC 525 BEACH STREET PROJECT 20,000
    TUTORING PLUS CAMBRIDGE INC
    225 WINDSOR STREET
    CAMBRIDGE,MA02139     		NONE PC OPERATING SUPPORT 10,000
    UNITED TEEN EQUALITY CENTER
    34 HURD STREET
    LOWELL,MA01852     		NONE PC ALTERNATIVE EDUCATION AND EMPLOYMENT 5,000
    UP EDUCATION NETWORK
    90 CANAL STREET SUITE 610
    BOSTON,MA02114     		NONE PC LEADERSHIP RESIDENCY PROGRAM 50,000
    VERITAS PREPARATORY CHARTER SCHOOL
    370 PINE STREET
    SPRINGFIELD,MA01105     		NONE PC GRADE EXPANSION CURRICULUM DEVELOPMENT 30,000
    VOLUNTEER LAWYERES PROJECT OF THE BOSTON BAR ASSOCIATION
    99 CHAUNCY STREET
    BOSTON,MA02111     		NONE PC LEGAL NEEDS OF DEAF AND HARD OF HEARING COMMUNITY 20,000
    WEB OF BENEFIT INC
    PO BOX 81925
    WELLESLEY,MA02481     		NONE PC SELF-SUFFICIENCY PROGRAM 5,000
    WELLSPRING HOUSE INC
    302 ESSEX AVENUE
    GLOUCESTER,MA01930     		NONE PC MEDICLERK PROGRAM & PLACEMENT PROGRAM 10,000
    YOUTH BUILD BOSTON
    26 CENTRE STREET
    ROXBURY,MA02119     		NONE PC CAREER TRAINING AND JOB PLACEMENT 5,000
    Total .................................bullet 3a 1,530,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 223  
    4 Dividends and interest from securities....     14 595,966  
    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 1,405,326  
    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).. 0 2,001,515 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    132,001,515
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 AccountingFeesSchedule
    Name:
    GEORGE H & JANE A MIFFLIN MEMORIAL FUND 15005012
    EIN: 04-6384983
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LORING WOLCOTT & COOLIDGE TRUST LLC 30,055 30,055   0

    TY 2013 GeneralExplanationAttachment
    Name:
    GEORGE H & JANE A MIFFLIN MEMORIAL FUND 15005012
    EIN: 04-6384983
    Identifier Return Reference Explanation
      PART VIII LINE 1(B) 990PF STATEMENTPART VIII OFFICERS, DIRECTORS, TRUSTEES, FOUNDATION MANAGERSAND THEIR COMPENSATION AND HOURS SPENT PER WEEK:HOURS SPENT:THE TIME SPENT BY THE TRUSTEE/S MANAGING THE AFFAIRS OF THEFOUNDATION VARIES FROM WEEK TO WEEK AND YEAR TO YEAR. FOR990PF REPORTING PURPOSES, AN ESTIMATE OF .5 TO 1 HOURS PERWEEK HAS BEEN INDICATED. THE TRUSTEE/S ARE PROFESSIONALFIDUCIARIES WHO MANAGE A NUMBER OF TRUST/FOUNDATIONRELATIONSHIPS AND WHO EMPLOY ACCOUNTING, SUPPORT AND TAXCOMPLIANCE STAFF TO ASSIST WITH THE ADMINISTRATION OF SAIDRELATIONSHIPS. THE .5 TO 1 HOUR TIME NOTED REFLECTS ANESTIMATE OF THE TIME SPENT BY THE NAMED TRUSTEE/S AS WELL ASTHEIR AGENTS OR EMPLOYS. THE ACTUAL TIME SPENT MAY DIFFERFROM THE ESTIMATE IN ANY GIVEN WEEK/YEAR.THE TRUSTEES FEES NOTED ALSO INCLUDES AN INVESTMENT ADVISORYCOMPONENT WHICH IS BASED IN PART ON THE FOUNDATION INVESTMENTASSETS AND WHICH VARIES FROM QUARTER TO QUARTER BASED ONFAIR MARKET VALUE.

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    GEORGE H & JANE A MIFFLIN MEMORIAL FUND 15005012
    EIN: 04-6384983
    Name of Stock End of Year Book Value End of Year Fair Market Value
    17,596 SHS ABBOTT LABORATORIES 350,054 731,818
    11,221 SHS AUTOMATIC DATA PROCESSING 48,515 932,241
    7600 SHS STRYKER CORP 25,412 613,700
    4,400 SHS STRYKER CORP 26,469 355,300
    16,825 SHS QUALCOMM INC 490,635 1,258,005
    13,000 SHS UNITED TECHNOLOGIES 781,403 1,372,800
    19,400 SHS NESTLE SA SPONS ADR FOR REG 477,033 1,020,485
    25,200 SHS SABMILLER PLC 705,862 1,400,432
    3,500 SHS CORE LABORATORIES 201,315 512,225
    16,550 SHS HEINEKEN HOLDING NV 806,867 1,094,887
    14,725.788 SHS DODGE & COX INTERNATIONAL STOCK FUND 555,059 665,311
    18,825 SHS DANAHER CORP SHS BEN INT 798,765 1,430,324
    19,725 SHS CANADIAN NATIONAL RAILWAY 522,005 1,399,686
    23,200 SHS JARDINE MATHESON HOLDINGS LTD 580,431 1,382,720
    7,500 SHS BERKSHIRE HATHAWAY INC CL B 438,098 1,036,050
    13,000 SHS PHILIP MORRIS INTERNATIONAL 601,563 1,084,200
    52,535 SHS DAIRY FARM INTL HOLDINGS LTD 303,267 500,659
    3,550 SHS RECKITT BENCKISER GROUP PLC 145,406 307,895
    14,050 SHS CHURCH & DWIGHT CO 452,984 985,748
    27,050 SHS COGNIZANT TECHNOLOGY SOLUTIONS CLASS A 909,420 1,211,029
    15,250 SHS COLGATE PALMOLIVE CO 601,195 994,605
    21,300 SHS FISERV INC 579,759 1,376,726
    33,750 SHS MASTERCARD INC 759,322 2,494,800
    4,425 SHS MCDONALDS CORP 282,514 419,534
    7,750 SHS PRAXAIR 646,764 999,750
    27,575 SHS TJX COMPANIES 657,113 1,631,613
    18,100 SHS EOG RESOURCES 744,556 1,792,262
    6,175 SHS EXXON MOBIL CORP 451,061 580,759
    10,100 SHS ECOLAB INC 709,382 1,159,783
    16,800 SHS INTUIT 1,005,939 1,472,520
    6,475 SHS OCCIDENTAL PETROLEUM CORP 601,200 622,571
    17,875 SHS NOVO-NORDISK A/S ADR 501,301 851,208
    19,650 SHS UNILEVER PLC SPONSORED ADR 650,844 823,335
    9,468.124 SHS VANGUARD SHORT-TERM INVESTMENT GRADE ADM 100,847 101,404
    12,840 SHS DISCOVERY COMMUNICATIONS-A 505,753 485,352
    12,840 SHS DISCOVERY COMMUNICATIONS-C 497,074 478,675
    3,425 SHS GRAINGER(WW) 897,865 861,901
    2,225 SHS PRICESMART INC 199,625 190,549
    7,190 SHS WEX INC 604,012 793,201
    4,525 SIRONA DENTAL SYSTEMS INC 302,823 346,977
    10,590 ARM HOLDINGS PLC SPONS ADR 500,308 462,677
    109,535 UNIVERSAL ROBINA CORP 309,402 456,421

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    GEORGE H & JANE A MIFFLIN MEMORIAL FUND 15005012
    EIN: 04-6384983
    US Government Securities - End of Year Book Value:

    99,890
    US Government Securities - End of Year Fair Market Value:

    99,998
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2013 OtherExpensesSchedule
    Name:
    GEORGE H & JANE A MIFFLIN MEMORIAL FUND 15005012
    EIN: 04-6384983
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FILING FEE - COMM OF MA FORM PC ANNUAL REPORT 250 0   250
    SUFFOLK PROBATE 47TH ACCOUNT 3,500 0   3,500
    AGENT FEE 686 686   0


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    GEORGE H & JANE A MIFFLIN MEMORIAL FUND 15005012
    EIN: 04-6384983
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LWC TAX PREPARATION 2,700 0   2,700
    LWC FIDUCIARY ADVISORS FEES 57,089 57,089   0
    LWC FIDUCIARY ADVISORS ADMINISTRATIVE SERVICES 25,000 0   25,000


    TY 2013 TaxesSchedule
    Name:
    GEORGE H & JANE A MIFFLIN MEMORIAL FUND 15005012
    EIN: 04-6384983
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ESTIMATED FEDERAL EXCISE TAX FOR 9/30/14 36,864 0   0
    FOREIGN TAXES WITHHELD 24,738 24,738   0
    FEDERAL EXCISE TAX BAL DUE 9/30/13 687 0   0