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
Boveri-Trackman Family Foundation Inc
 

Number and street (or P.O. box number if mail is not delivered to street address)c/o Wilder and Shea One Hollis St R   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wellesley, MA02482
A Employer identification number

04-3189191
B Telephone number (see instructions)

(781) 235-3400
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$1,949,798J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule)..............  
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 46,157 46,157  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 172,103
b Gross sales price for all assets on line 6a 935,408
7 Capital gain net income (from Part IV, line 2)... 172,103
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........ 218,260 218,260  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 1,199 599   600
b Accounting fees (attach schedule)....... Click to see attachment 3,875 1,938   1,938
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,364 176    
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 140      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 8,578 2,713   2,538
25 Contributions, gifts, grants paid........ 50,000 50,000
26 Total expenses and disbursements. Add lines 24 and 25 58,578 2,713   52,538
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 159,682
b Net investment income (if negative, enter -0-) 215,547
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...............      
2 Savings and temporary cash investments.......... 265,037 418,908 418,908
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)........ 1,139,173 Click to see attachment1,129,696 913,906
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)........... 468,411 Click to see attachment491,153 627,654
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment-2,580 Click to see attachment-10,034 Click to see attachment-10,670
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,870,041 2,029,723 1,949,798
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 1,870,041 2,029,723
30 Total net assets or fund balances (see instructions)...... 1,870,041 2,029,723
31 Total liabilities and net assets/fund balances (see instructions).. 1,870,041 2,029,723
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 1,870,041
2 Enter amount from Part I, line 27a..................... 2 159,682
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 2,029,723
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 2,029,723
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 Call US Steel P 2013-12-12 2014-01-06
b Call US Steel P 2013-12-12 2014-01-06
c Call McDonalds P 2013-11-08 2014-01-17
d Call Atria Group P 2013-10-23 2014-01-17
e Call Ishares MSCI Japan P 2013-09-23 2014-01-17
Merck Co P 2013-03-01 2014-01-17
Merck Co P 2013-03-27 2014-01-17
Merck Co P 2013-10-14 2014-01-17
Merck Co P 2013-11-05 2014-01-17
Call SPDR DJ Indust P 2014-01-17 2014-01-23
Skyworks Solutions P 2011-03-16 2014-01-17
Skyworks Solutions P 2011-03-22 2014-01-17
Skyworks Solutions P 2011-04-07 2014-01-17
Skyworks Solutions P 2011-06-20 2014-01-17
Skyworks Solutions P 2012-05-23 2014-01-17
Call Atria Group P 2014-01-22 2014-02-03
Call Atria Group P 2014-01-22 2014-02-03
Call Atria Group P 2014-01-22 2014-02-03
Call Rackspace P 2014-02-10 2014-02-11
Call Rackspace P 2014-02-10 2014-02-11
Call Rackspace P 2014-02-10 2014-02-11
Call Rackspace P 2014-02-10 2014-02-11
Call Rackspace P 2014-02-10 2014-02-11
Call Rackspace P 2014-02-10 2014-02-11
Call Coca Cola P 2013-12-13 2014-02-21
Call Coca Cola P 2013-12-13 2014-02-21
Call Coca Cola P 2013-12-13 2014-02-21
Call Cisco Systems P 2014-01-27 2014-02-21
Call Cisco Systems P 2014-01-27 2014-02-21
Call Halliburton P 2014-01-13 2014-02-21
Call Halliburton P 2014-01-13 2014-02-21
Call Morgan Stanley P 2013-11-25 2014-02-21
Call Morgan Stanley P 2013-11-25 2014-02-21
Call Powershares P 2014-02-11 2014-02-21
Call Powershares P 2014-02-11 2014-02-21
Call Powershares P 2014-02-11 2014-02-21
Call Powershares P 2014-02-11 2014-02-21
Call Powershares P 2014-02-11 2014-02-21
Direxion P 2014-01-27 2014-02-21
Direxion P 2014-01-31 2014-02-21
Call Ford Motor P 2014-01-09 2014-02-24
Call Ford Motor P 2014-01-09 2014-02-24
Call Ford Motor P 2014-01-09 2014-02-24
Call Ford Motor P 2014-01-09 2014-02-24
Call Ford Motor P 2014-01-09 2014-02-24
Call Ford Motor P 2014-01-09 2014-02-24
Call Ishares MSCI Japan P 2014-01-22 2014-03-12
Call Ishares MSCI Japan P 2014-01-22 2014-03-12
Call Ishares MSCI Japan P 2014-01-22 2014-03-12
Call Citigroup P 2014-02-14 2014-03-21
Call SPDR DJ Indust P 2014-02-18 2014-03-21
Call Citigroup P 2014-03-24 2014-03-27
Call Citigroup P 2014-03-24 2014-03-17
Call Freeport P 2014-03-04 2014-04-17
Call Powershares P 2014-04-02 2014-04-17
Call SPDR SP 500 P 2014-03-04 2014-04-17
Call SPDR SP 500 P 2014-03-04 2014-04-17
Halliburton Co P 2013-12-09 2014-04-17
Halliburton Co P 2013-12-09 2014-04-17
Halliburton Co P 2012-11-12 2014-04-17
BP PLC P 2014-03-24 2014-05-06
Call Coca Cola P 2014-03-11 2014-05-16
Call Coca Cola P 2014-03-11 2014-05-16
Call US Steel P 2014-04-22 2014-05-16
Call US Steel P 2014-04-22 2014-05-16
Call US Steel P 2014-04-22 2014-05-16
Call US Steel P 2014-04-22 2014-05-16
Call US Steel P 2014-04-22 2014-05-16
Call Morgan Stanley P 2014-03-11 2014-05-16
Call Morgan Stanley P 2014-03-11 2014-05-16
Call Morgan Stanley P 2014-03-11 2014-05-16
Call Citigroup P 2014-03-27 2014-05-16
Call SPDR DJ Indust P 2014-03-28 2014-05-16
Call SPDR DJ Indust P 2014-03-28 2014-05-16
Call SPDR DJ Indust P 2014-05-19 2014-05-20
Call SPDR DJ Indust P 2014-05-19 2014-05-20
Call SPDR DJ Indust P 2014-05-19 2014-05-20
Call SPDR SP 500 P 2014-05-05 2014-05-30
Call SPDR SP 500 P 2014-05-05 2014-05-30
Call SPDR SP 500 P 2014-05-05 2014-05-30
Call SPDR SP 500 P 2014-05-05 2014-05-30
Powershares QQQ P 2013-09-23 2014-05-30
Powershares QQQ P 2014-03-27 2014-05-30
Powershares QQQ P 2014-04-07 2014-05-30
Altria Group P 2013-07-26 2014-06-11
Altria Group P 2013-08-19 2014-06-11
Altria Group P 2013-08-22 2014-06-11
Altria Group P 2013-09-04 2014-06-11
Altria Group P 2014-01-22 2014-06-11
Call McDonalds P 2014-01-22 2014-06-19
Call McDonalds P 2014-01-22 2014-06-19
Call Coca Cola P 2014-04-08 2014-06-20
Call Cisco Systems P 2014-03-04 2014-06-20
Call McDonalds P 2014-04-11 2014-06-20
Call Freeport P 2014-04-22 2014-06-20
Call Freeport P 2014-04-22 2014-06-20
Call Freeport P 2014-04-22 2014-06-20
Call Rackspace P 2014-02-24 2014-06-20
Call SPDR SP 500 P 2014-05-30 2014-06-20
Powershares QQQ P 2012-05-24 2014-05-30
Powershares QQQ P 2012-10-10 2014-05-30
Powershares QQQ P 2012-10-19 2014-05-30
Powershares QQQ P 2012-11-07 2014-05-30
Powershares QQQ P 2012-11-14 2014-05-30
Powershares QQQ P 2012-11-20 2014-05-30
Powershares QQQ P 2013-02-06 2014-05-30
Altria Group P 2013-03-14 2014-06-11
Altria Group P 2013-03-19 2014-06-11
Freeport McMoran Copper P 2014-02-20 2014-07-10
Freeport McMoran Copper P 2014-02-20 2014-07-10
Freeport McMoran Copper P 2014-02-20 2014-07-10
Freeport McMoran Copper P 2014-03-12 2014-07-10
Freeport McMoran Copper P 2014-03-19 2014-07-10
Freeport McMoran Copper P 2014-03-19 2014-07-10
Call Coca Cola P 2014-06-20 2014-07-18
Call Coca Cola P 2014-06-20 2014-07-18
Call Coca Cola P 2014-06-20 2014-07-18
Call Coca Cola P 2014-06-20 2014-07-18
Call Coca Cola P 2014-06-20 2014-07-18
Call Coca Cola P 2014-06-20 2014-07-18
Call McDonalds P 2014-06-19 2014-07-18
Call McDonalds P 2014-06-19 2014-07-18
Call Morgan Stanley P 2014-05-23 2014-07-18
Call Morgan Stanley P 2014-05-23 2014-07-18
Call Morgan Stanley P 2014-05-23 2014-07-18
Call Morgan Stanley P 2014-05-23 2014-07-18
Call Morgan Stanley P 2014-05-23 2014-07-18
Call Citigroup P 2014-05-08 2014-07-18
Call SPDR DJ Indust P 2014-05-21 2014-07-18
Call SPDR DJ Indust P 2014-05-21 2014-07-18
Call JP Morgan P 2014-06-26 2014-07-18
Call SPDR DJ Indust P 2014-07-21 2014-08-01
Call SPDR DJ Indust P 2014-07-21 2014-08-01
Call US Steel P 2014-08-01 2014-08-14
Call Cisco Systems P 2014-06-20 2014-08-15
Call Range Res P 2014-07-25 2014-08-15
Call Citigroup P 2014-07-21 2014-08-15
Call Citigroup P 2014-05-19 2014-08-15
Call JP Morgan P 2014-07-22 2014-08-15
Call JP Morgan P 2014-07-22 2014-08-15
Direxion P 2014-08-04 2014-08-22
Direxion P 2014-08-05 2014-08-22
Call Citigroup P 2014-08-18 2014-09-04
Call Pfizer P 2014-09-18 2014-09-19
Call Pfizer P 2014-09-18 2014-09-19
Call Pfizer P 2014-09-18 2014-09-19
Call Pfizer P 2014-09-18 2014-09-19
Call Coca Cola P 2014-07-18 2014-09-19
Call Ford Motor P 2014-08-20 2014-09-19
Call Ford Motor P 2014-08-20 2014-09-19
Call Ford Motor P 2014-08-20 2014-09-19
Call Ford Motor P 2014-08-20 2014-09-19
Call Ford Motor P 2014-08-20 2014-09-19
Call Ford Motor P 2014-08-20 2014-09-19
Call Ford Motor P 2014-08-20 2014-09-19
Call Ford Motor P 2014-08-20 2014-09-19
Call Ishares MSCI Japan P 2014-03-26 2014-09-19
Call Ishares MSCI Japan P 2014-03-26 2014-09-19
Call Ishares MSCI Japan P 2014-03-26 2014-09-19
Call General Electric P 2014-04-08 2014-09-19
Call Rackspace P 2014-07-02 2014-09-19
Call Rackspace P 2014-07-02 2014-09-19
Call Rackspace P 2014-07-02 2014-09-19
Call SPDR SP 500 P 2014-06-30 2014-09-19
Call SPDR SP 500 P 2014-06-30 2014-09-19
Call Range Res P 2014-08-25 2014-09-25
Call Cisco Systems P 2014-08-18 2014-09-26
Morgan Stanley P 2008-05-30 2014-09-19
US Steel P 2009-11-02 2014-09-19
US Steel P 2011-01-07 2014-09-19
US Steel P 2011-01-14 2014-09-19
US Steel P 2011-01-24 2014-09-19
US Steel P 2011-02-28 2014-09-19
US Steel P 2011-02-28 2014-09-19
US Steel P 2011-02-28 2014-09-19
US Steel P 2011-02-28 2014-09-19
US Steel P 2011-04-11 2014-09-19
US Steel P 2012-10-10 2014-09-19
US Steel P 2012-11-01 2014-09-19
US Steel P 2013-05-30 2014-09-19
US Steel P 2013-05-30 2014-09-19
Call McDonalds P 2014-08-28 2014-10-17
Call SPDR DJ Indust P 2014-08-19 2014-10-17
Call SPDR DJ Indust P 2014-08-19 2014-10-17
Call JP Morgan P 2014-08-18 2014-10-17
Call JP Morgan P 2014-08-18 2014-10-17
Call Cisco Systems P 2014-09-29 2014-11-20
Call Cisco Systems P 2014-09-29 2014-11-20
Call SPDR DJ Indust P 2014-10-30 2014-11-20
Call SPDR DJ Indust P 2014-10-30 2014-11-20
Call Morgan Stanley P 2014-09-29 2014-11-21
Call Range Res P 2014-09-26 2014-11-21
Call Sector SPDR Energy P 2014-10-20 2014-11-21
Call Ishares MSCI Japan P 2014-09-22 2014-11-21
Call Ishares MSCI Japan P 2014-09-22 2014-11-21
Call SPDR SP 500 P 2014-10-31 2014-11-21
Citigroup P 2014-02-05 2014-11-21
Citigroup P 2014-05-08 2014-11-21
Coca Cola P 2011-02-02 2014-11-21
Coca Cola P 2011-03-16 2014-11-21
Coca Cola P 2011-12-12 2014-11-21
Coca Cola P 2012-08-28 2014-11-21
Coca Cola P 2012-08-28 2014-11-21
Call Schlumberger P 2014-12-01 2014-12-05
Call Schlumberger P 2014-12-01 2014-12-05
Call SPDR SP 500 P 2014-11-21 2014-12-10
Call Coca Cola P 2014-10-10 2014-12-19
Call McDonalds P 2014-12-02 2014-12-19
Call Morgan Stanley P 2014-12-03 2014-12-19
Call Morgan Stanley P 2014-12-03 2014-12-19
Call Schlumberger P 2014-12-09 2014-12-19
Call General Electric P 2014-11-07 2014-12-19
JP Morgan Chase P 2014-06-19 2014-12-19
JP Morgan Chase P 2014-06-19 2014-12-19
JP Morgan Chase P 2014-06-26 2014-12-19
JP Morgan Chase P 2014-10-14 2014-12-19
SPDR Dow Jones P 2009-04-14 2014-12-18
SPDR Dow Jones P 2009-06-22 2014-12-18
SPDR Dow Jones P 2009-09-21 2014-12-18
SPDR Dow Jones P 2009-09-24 2014-12-18
SPDR Dow Jones P 2009-09-25 2014-12-18
Other P 2009-09-25 2014-12-18
(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 105   243 -138
b 158   364 -206
c 277     277
d 241     241
e 918     918
5,038   4,264 774
10,075   8,815 1,260
5,038   4,673 365
5,038   4,553 485
553   217 336
5,657   6,201 -544
5,657   6,075 -418
2,828   2,763 65
5,657   4,415 1,242
8,485   7,656 829
31   11 20
63   21 42
219   75 144
98   12 86
98   12 86
98   12 86
98   12 86
197   23 174
393   47 346
21     21
85     85
107     107
102     102
171     171
29   72 -43
114   286 -172
71     71
106     106
21   37 -16
21   37 -16
21   37 -16
64   110 -46
85   147 -62
6,110   5,765 345
6,110   5,740 370
21   3 18
21   4 17
21   4 17
21   4 17
43   7 36
85   15 70
23   13 10
564   348 216
925   542 383
187     187
238     238
83   23 60
124   35 89
122     122
203     203
240     240
320     320
5,868   5,011 857
11,737   9,853 1,884
11,737   6,149 5,588
48,482   46,439 2,043
105   331 -226
158   496 -338
11     11
11     11
23     23
23     23
45     45
33     33
329     329
460     460
316     316
162     162
162     162
106   82 24
319   245 74
638   490 148
44   41 3
88   82 6
88   82 6
88   82 6
9,064   7,861 1,203
9,064   8,708 356
9,064   8,565 499
3,822   3,567 255
3,822   3,420 402
3,822   3,355 467
7,645   6,845 800
7,645   7,511 134
88   182 -94
795   1,564 -769
173   627 -454
153   591 -438
294     294
33     33
65     65
65     65
673     673
560   1,344 -784
9,064   6,216 2,848
18,127   13,431 4,696
18,127   13,215 4,912
9,064   6,444 2,620
9,064   6,291 2,773
18,127   12,739 5,388
9,064   6,751 2,313
7,645   6,747 898
3,822   3,377 445
3,719   3,363 356
11,158   10,090 1,068
3,719   3,290 429
7,439   6,203 1,236
3,719   3,107 612
7,439   6,214 1,225
30   45 -15
30   45 -15
30   45 -15
30   45 -15
91   134 -43
91   134 -43
39     39
353     353
18     18
72     72
72     72
89     89
197     197
346     346
106     106
195     195
42     42
376   65 311
537   93 444
1,000   2,800 -1,800
458     458
262     262
202     202
92     92
57     57
85     85
7,964   7,295 669
7,964   7,136 828
293   1,707 -1,414
8     8
8     8
33     33
33     33
562     562
8     8
8     8
8     8
8     8
16     16
23     23
23     23
62     62
20     20
592     592
726     726
137     137
271     271
339     339
542     542
141     141
188     188
162   38 124
217     217
35,164   43,999 -8,835
19,140   17,224 1,916
3,828   5,625 -1,797
15,312   21,857 -6,545
7,656   10,973 -3,317
3,828   5,747 -1,919
7,656   11,494 -3,838
11,484   17,241 -5,757
15,312   22,987 -7,675
11,484   15,585 -4,101
7,656   4,167 3,489
11,484   6,417 5,067
3,828   1,849 1,979
34,451   16,640 17,811
1,108     1,108
361     361
542     542
65     65
97     97
125   347 -222
188   520 -332
25   220 -195
228   1,977 -1,749
293     293
433     433
433     433
317     317
740     740
593   1,047 -454
27,136   23,573 3,563
27,136   23,674 3,462
42,233   31,429 10,804
17,705   12,377 5,328
17,705   13,327 4,378
4,426   3,803 623
4,426   3,803 623
105     105
158     158
1,946   679 1,267
383     383
448     448
49   367 -318
74   550 -476
703     703
193     193
12,103   11,459 644
12,103   11,460 643
6,052   5,745 307
12,103   11,605 498
53,523   23,893 29,630
35,682   16,773 18,909
17,841   9,794 8,047
35,682   19,425 16,257
35,682   19,377 16,305
25     25
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       -138
b       -206
c       277
d       241
e       918
      774
      1,260
      365
      485
      336
      -544
      -418
      65
      1,242
      829
      20
      42
      144
      86
      86
      86
      86
      174
      346
      21
      85
      107
      102
      171
      -43
      -172
      71
      106
      -16
      -16
      -16
      -46
      -62
      345
      370
      18
      17
      17
      17
      36
      70
      10
      216
      383
      187
      238
      60
      89
      122
      203
      240
      320
      857
      1,884
      5,588
      2,043
      -226
      -338
      11
      11
      23
      23
      45
      33
      329
      460
      316
      162
      162
      24
      74
      148
      3
      6
      6
      6
      1,203
      356
      499
      255
      402
      467
      800
      134
      -94
      -769
      -454
      -438
      294
      33
      65
      65
      673
      -784
      2,848
      4,696
      4,912
      2,620
      2,773
      5,388
      2,313
      898
      445
      356
      1,068
      429
      1,236
      612
      1,225
      -15
      -15
      -15
      -15
      -43
      -43
      39
      353
      18
      72
      72
      89
      197
      346
      106
      195
      42
      311
      444
      -1,800
      458
      262
      202
      92
      57
      85
      669
      828
      -1,414
      8
      8
      33
      33
      562
      8
      8
      8
      8
      16
      23
      23
      62
      20
      592
      726
      137
      271
      339
      542
      141
      188
      124
      217
      -8,835
      1,916
      -1,797
      -6,545
      -3,317
      -1,919
      -3,838
      -5,757
      -7,675
      -4,101
      3,489
      5,067
      1,979
      17,811
      1,108
      361
      542
      65
      97
      -222
      -332
      -195
      -1,749
      293
      433
      433
      317
      740
      -454
      3,563
      3,462
      10,804
      5,328
      4,378
      623
      623
      105
      158
      1,267
      383
      448
      -318
      -476
      703
      193
      644
      643
      307
      498
      29,630
      18,909
      8,047
      16,257
      16,305
      25
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 2 172,103
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 41,018
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 104,620 1,779,791 000.058782
2012 116,947 1,584,213 000.073820
2011 76,015 1,601,125 000.047476
2010 68,168 1,552,987 000.043895
2009 36,177 1,358,939 000.026622
2 Total of line 1, column (d) ...................... 2 000.250595
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. . . 		3 000.050119
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 1,931,757
5 Multiply line 4 by line 3....................... 5 96,818
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,155
7 Add lines 5 and 6......................... 7 98,973
8 Enter qualifying distributions from Part XII, line 4.............. 8 52,538
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 4,311
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 4,311
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,311
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 2,006
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,312
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Tax Paid with the Original Return: 5318 7 5,318
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 7
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 1,000
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet1,000 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
 
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletWilder & Shea Telephone no.bullet (617) 235-3400
    Located atbullet1 Hollis StWellesleyMA ZIP+4bullet02181
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
    No
    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
    Philip Trackman President, Director
    000.00     		0    
    12 Ash St
    Cambridge,MA02138
    Kathleen Fowler Treasurer, Director, Asst Clerk
    000.00     		0    
    586 Main St PO Box 2038
    Dennis,MA02638
    Leslie B Shea Clerk, Director
    000.00     		0    
    1 Hollis St Ste 410
    Wellesley,MA02482
    Stephen Trackman Director
    000.00     		0    
    124 Delissa Ct
    Stateline,NV89449
    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
     
    Total number of other employees paid over $50,000...................bullet  
    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
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    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 Not applicable 0
    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 Not applicable  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,709,840
    b
    Average of monthly cash balances.......................
    1b
    249,425
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,910
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,961,175
    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
    1,961,175
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) Click to see attachment.............................
    4
    29,418
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,931,757
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    96,588
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    96,588
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    4,311
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,311
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    92,277
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    92,277
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    92,277
    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 Click to see attachment..........
    1a
    52,538
    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
    52,538
    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
    52,538
    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 92,277
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012....... 38,252
    e From 2013....... 20,794
    fTotal of lines 3a through e......... 59,046
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 52,538
    a Applied to 2013, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2014 distributable amount..... 52,538
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2014. 39,739 39,739
    (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 19,307
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    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) .......     		 
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		19,307
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013.... 19,307
    e Excess from 2014....  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    Philip Trackman
    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.
    None
    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
    WGBH
    800 3rd Ave
    New York,NY10022     		    Arts donation 2,000
    WCRB
    450 Broad St
    Church,VA22046     		    Arts donation 2,000
    WBUR
    890 Commonwealth Ave
    Boston,MA02215     		    Arts donation 2,500
    American Cancer Society
    250 Williams St NW
    Atlanta,GA30303     		    Humanitarian donation 5,000
    American Diabetes Association
    1701 North Beauregard St
    Alexandria,VA22311     		    Humanitarian donation 5,000
    Heifer International
    1 World Ave
    Little Rock,AR72202     		    Arts donation 5,000
    US Fund for Unicef
    125 Maiden Lane
    New York,NY10038     		    Humanitarian donation 5,000
    Doctors Without Borders
    333 7th Ave 2nd Floor
    New York,NY10001     		    Humanitarian donation 5,000
    American Red Cross
    2025 E St NW
    Washington,DC20006     		    Humanitarian donation 5,000
    MA Audubon Society
    208 South Great Rd
    Lincoln,MA01773     		    Humanitarian donation 2,000
    Pound Hounds
    PO Box 212
    Boston,MA01740     		    Humanitarian donation 3,500
    American Academy for the Advancement of Science
    1200 New York Ave NW
    Washington,DC20005     		    Humanitarian donation 5,000
    Handel & Haydn Society
    9 Harcourt St
    Boston,MA02116     		    Arts donation 1,000
    Waltham Symphony Orchestra
    920 Trapelo Rd
    Waltham,MA02452     		    Arts donation 250
    Cape & Islands Chamber Music Festival
    PO Box 1934
    North Eastham,MA02651     		    Arts donation 250
    Art Corps
    4408 Delridge Way SW Suite 110
    Seattle,WA98106     		    Arts donation 1,500
    Total .................................bullet 3a 50,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....     14 46,157  
    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 .............     		    14 172,103  
    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)..   218,260  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13218,260
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID: 14000292
    Software Version: 14.4.1.0
    Part VI Line 7 - Tax Paid with the Original Return: 5,318


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    Boveri-Trackman Family Foundation Inc
    EIN: 04-3189191
    Software ID:14000292
    Software Version:14.4.1.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting 3,875 1,938   1,938

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

    TY 2014 GainLossSaleOtherAssetsSch
    Name:
    Boveri-Trackman Family Foundation Inc
    EIN: 04-3189191
    Software ID:14000292
    Software Version:14.4.1.0
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    Call US Steel 2013-12 P 2014-01   105 243     -138  
    Call US Steel 2013-12 P 2014-01   158 364     -206  
    Call McDonalds 2013-11 P 2014-01   277       277  
    Call Atria Group 2013-10 P 2014-01   241       241  
    Call Ishares MSCI Japan 2013-09 P 2014-01   918       918  
    Merck Co 2013-03 P 2014-01   5,038 4,264     774  
    Merck Co 2013-03 P 2014-01   10,075 8,815     1,260  
    Merck Co 2013-10 P 2014-01   5,038 4,673     365  
    Merck Co 2013-11 P 2014-01   5,038 4,553     485  
    Call SPDR DJ Indust 2014-01 P 2014-01   553 217     336  
    Skyworks Solutions 2011-03 P 2014-01   5,657 6,201     -544  
    Skyworks Solutions 2011-03 P 2014-01   5,657 6,075     -418  
    Skyworks Solutions 2011-04 P 2014-01   2,828 2,763     65  
    Skyworks Solutions 2011-06 P 2014-01   5,657 4,415     1,242  
    Skyworks Solutions 2012-05 P 2014-01   8,485 7,656     829  
    Call Atria Group 2014-01 P 2014-02   31 11     20  
    Call Atria Group 2014-01 P 2014-02   63 21     42  
    Call Atria Group 2014-01 P 2014-02   219 75     144  
    Call Rackspace 2014-02 P 2014-02   98 12     86  
    Call Rackspace 2014-02 P 2014-02   98 12     86  
    Call Rackspace 2014-02 P 2014-02   98 12     86  
    Call Rackspace 2014-02 P 2014-02   98 12     86  
    Call Rackspace 2014-02 P 2014-02   197 23     174  
    Call Rackspace 2014-02 P 2014-02   393 47     346  
    Call Coca Cola 2013-12 P 2014-02   21       21  
    Call Coca Cola 2013-12 P 2014-02   85       85  
    Call Coca Cola 2013-12 P 2014-02   107       107  
    Call Cisco Systems 2014-01 P 2014-02   102       102  
    Call Cisco Systems 2014-01 P 2014-02   171       171  
    Call Halliburton 2014-01 P 2014-02   29 72     -43  
    Call Halliburton 2014-01 P 2014-02   114 286     -172  
    Call Morgan Stanley 2013-11 P 2014-02   71       71  
    Call Morgan Stanley 2013-11 P 2014-02   106       106  
    Call Powershares 2014-02 P 2014-02   21 37     -16  
    Call Powershares 2014-02 P 2014-02   21 37     -16  
    Call Powershares 2014-02 P 2014-02   21 37     -16  
    Call Powershares 2014-02 P 2014-02   64 110     -46  
    Call Powershares 2014-02 P 2014-02   85 147     -62  
    Direxion 2014-01 P 2014-02   6,110 5,765     345  
    Direxion 2014-01 P 2014-02   6,110 5,740     370  
    Call Ford Motor 2014-01 P 2014-02   21 3     18  
    Call Ford Motor 2014-01 P 2014-02   21 4     17  
    Call Ford Motor 2014-01 P 2014-02   21 4     17  
    Call Ford Motor 2014-01 P 2014-02   21 4     17  
    Call Ford Motor 2014-01 P 2014-02   43 7     36  
    Call Ford Motor 2014-01 P 2014-02   85 15     70  
    Call Ishares MSCI Japan 2014-01 P 2014-03   23 13     10  
    Call Ishares MSCI Japan 2014-01 P 2014-03   564 348     216  
    Call Ishares MSCI Japan 2014-01 P 2014-03   925 542     383  
    Call Citigroup 2014-02 P 2014-03   187       187  
    Call SPDR DJ Indust 2014-02 P 2014-03   238       238  
    Call Citigroup 2014-03 P 2014-03   83 23     60  
    Call Citigroup 2014-03 P 2014-03   124 35     89  
    Call Freeport 2014-03 P 2014-04   122       122  
    Call Powershares 2014-04 P 2014-04   203       203  
    Call SPDR SP 500 2014-03 P 2014-04   240       240  
    Call SPDR SP 500 2014-03 P 2014-04   320       320  
    Halliburton Co 2013-12 P 2014-04   5,868 5,011     857  
    Halliburton Co 2013-12 P 2014-04   11,737 9,853     1,884  
    Halliburton Co 2012-11 P 2014-04   11,737 6,149     5,588  
    BP PLC 2014-03 P 2014-05   48,482 46,439     2,043  
    Call Coca Cola 2014-03 P 2014-05   105 331     -226  
    Call Coca Cola 2014-03 P 2014-05   158 496     -338  
    Call US Steel 2014-04 P 2014-05   11       11  
    Call US Steel 2014-04 P 2014-05   11       11  
    Call US Steel 2014-04 P 2014-05   23       23  
    Call US Steel 2014-04 P 2014-05   23       23  
    Call US Steel 2014-04 P 2014-05   45       45  
    Call Morgan Stanley 2014-03 P 2014-05   33       33  
    Call Morgan Stanley 2014-03 P 2014-05   329       329  
    Call Morgan Stanley 2014-03 P 2014-05   460       460  
    Call Citigroup 2014-03 P 2014-05   316       316  
    Call SPDR DJ Indust 2014-03 P 2014-05   162       162  
    Call SPDR DJ Indust 2014-03 P 2014-05   162       162  
    Call SPDR DJ Indust 2014-05 P 2014-05   106 82     24  
    Call SPDR DJ Indust 2014-05 P 2014-05   319 245     74  
    Call SPDR DJ Indust 2014-05 P 2014-05   638 490     148  
    Call SPDR SP 500 2014-05 P 2014-05   44 41     3  
    Call SPDR SP 500 2014-05 P 2014-05   88 82     6  
    Call SPDR SP 500 2014-05 P 2014-05   88 82     6  
    Call SPDR SP 500 2014-05 P 2014-05   88 82     6  
    Powershares QQQ 2013-09 P 2014-05   9,064 7,861     1,203  
    Powershares QQQ 2014-03 P 2014-05   9,064 8,708     356  
    Powershares QQQ 2014-04 P 2014-05   9,064 8,565     499  
    Altria Group 2013-07 P 2014-06   3,822 3,567     255  
    Altria Group 2013-08 P 2014-06   3,822 3,420     402  
    Altria Group 2013-08 P 2014-06   3,822 3,355     467  
    Altria Group 2013-09 P 2014-06   7,645 6,845     800  
    Altria Group 2014-01 P 2014-06   7,645 7,511     134  
    Call McDonalds 2014-01 P 2014-06   88 182     -94  
    Call McDonalds 2014-01 P 2014-06   795 1,564     -769  
    Call Coca Cola 2014-04 P 2014-06   173 627     -454  
    Call Cisco Systems 2014-03 P 2014-06   153 591     -438  
    Call McDonalds 2014-04 P 2014-06   294       294  
    Call Freeport 2014-04 P 2014-06   33       33  
    Call Freeport 2014-04 P 2014-06   65       65  
    Call Freeport 2014-04 P 2014-06   65       65  
    Call Rackspace 2014-02 P 2014-06   673       673  
    Call SPDR SP 500 2014-05 P 2014-06   560 1,344     -784  
    Powershares QQQ 2012-05 P 2014-05   9,064 6,216     2,848  
    Powershares QQQ 2012-10 P 2014-05   18,127 13,431     4,696  
    Powershares QQQ 2012-10 P 2014-05   18,127 13,215     4,912  
    Powershares QQQ 2012-11 P 2014-05   9,064 6,444     2,620  
    Powershares QQQ 2012-11 P 2014-05   9,064 6,291     2,773  
    Powershares QQQ 2012-11 P 2014-05   18,127 12,739     5,388  
    Powershares QQQ 2013-02 P 2014-05   9,064 6,751     2,313  
    Altria Group 2013-03 P 2014-06   7,645 6,747     898  
    Altria Group 2013-03 P 2014-06   3,822 3,377     445  
    Freeport McMoran Copper 2014-02 P 2014-07   3,719 3,363     356  
    Freeport McMoran Copper 2014-02 P 2014-07   11,158 10,090     1,068  
    Freeport McMoran Copper 2014-02 P 2014-07   3,719 3,290     429  
    Freeport McMoran Copper 2014-03 P 2014-07   7,439 6,203     1,236  
    Freeport McMoran Copper 2014-03 P 2014-07   3,719 3,107     612  
    Freeport McMoran Copper 2014-03 P 2014-07   7,439 6,214     1,225  
    Call Coca Cola 2014-06 P 2014-07   30 45     -15  
    Call Coca Cola 2014-06 P 2014-07   30 45     -15  
    Call Coca Cola 2014-06 P 2014-07   30 45     -15  
    Call Coca Cola 2014-06 P 2014-07   30 45     -15  
    Call Coca Cola 2014-06 P 2014-07   91 134     -43  
    Call Coca Cola 2014-06 P 2014-07   91 134     -43  
    Call McDonalds 2014-06 P 2014-07   39       39  
    Call McDonalds 2014-06 P 2014-07   353       353  
    Call Morgan Stanley 2014-05 P 2014-07   18       18  
    Call Morgan Stanley 2014-05 P 2014-07   72       72  
    Call Morgan Stanley 2014-05 P 2014-07   72       72  
    Call Morgan Stanley 2014-05 P 2014-07   89       89  
    Call Morgan Stanley 2014-05 P 2014-07   197       197  
    Call Citigroup 2014-05 P 2014-07   346       346  
    Call SPDR DJ Indust 2014-05 P 2014-07   106       106  
    Call SPDR DJ Indust 2014-05 P 2014-07   195       195  
    Call JP Morgan 2014-06 P 2014-07   42       42  
    Call SPDR DJ Indust 2014-07 P 2014-08   376 65     311  
    Call SPDR DJ Indust 2014-07 P 2014-08   537 93     444  
    Call US Steel 2014-08 P 2014-08   1,000 2,800     -1,800  
    Call Cisco Systems 2014-06 P 2014-08   458       458  
    Call Range Res 2014-07 P 2014-08   262       262  
    Call Citigroup 2014-07 P 2014-08   202       202  
    Call Citigroup 2014-05 P 2014-08   92       92  
    Call JP Morgan 2014-07 P 2014-08   57       57  
    Call JP Morgan 2014-07 P 2014-08   85       85  
    Direxion 2014-08 P 2014-08   7,964 7,295     669  
    Direxion 2014-08 P 2014-08   7,964 7,136     828  
    Call Citigroup 2014-08 P 2014-09   293 1,707     -1,414  
    Call Pfizer 2014-09 P 2014-09   8       8  
    Call Pfizer 2014-09 P 2014-09   8       8  
    Call Pfizer 2014-09 P 2014-09   33       33  
    Call Pfizer 2014-09 P 2014-09   33       33  
    Call Coca Cola 2014-07 P 2014-09   562       562  
    Call Ford Motor 2014-08 P 2014-09   8       8  
    Call Ford Motor 2014-08 P 2014-09   8       8  
    Call Ford Motor 2014-08 P 2014-09   8       8  
    Call Ford Motor 2014-08 P 2014-09   8       8  
    Call Ford Motor 2014-08 P 2014-09   16       16  
    Call Ford Motor 2014-08 P 2014-09   23       23  
    Call Ford Motor 2014-08 P 2014-09   23       23  
    Call Ford Motor 2014-08 P 2014-09   62       62  
    Call Ishares MSCI Japan 2014-03 P 2014-09   20       20  
    Call Ishares MSCI Japan 2014-03 P 2014-09   592       592  
    Call Ishares MSCI Japan 2014-03 P 2014-09   726       726  
    Call General Electric 2014-04 P 2014-09   137       137  
    Call Rackspace 2014-07 P 2014-09   271       271  
    Call Rackspace 2014-07 P 2014-09   339       339  
    Call Rackspace 2014-07 P 2014-09   542       542  
    Call SPDR SP 500 2014-06 P 2014-09   141       141  
    Call SPDR SP 500 2014-06 P 2014-09   188       188  
    Call Range Res 2014-08 P 2014-09   162 38     124  
    Call Cisco Systems 2014-08 P 2014-09   217       217  
    Morgan Stanley 2008-05 P 2014-09   35,164 43,999     -8,835  
    US Steel 2009-11 P 2014-09   19,140 17,224     1,916  
    US Steel 2011-01 P 2014-09   3,828 5,625     -1,797  
    US Steel 2011-01 P 2014-09   15,312 21,857     -6,545  
    US Steel 2011-01 P 2014-09   7,656 10,973     -3,317  
    US Steel 2011-02 P 2014-09   3,828 5,747     -1,919  
    US Steel 2011-02 P 2014-09   7,656 11,494     -3,838  
    US Steel 2011-02 P 2014-09   11,484 17,241     -5,757  
    US Steel 2011-02 P 2014-09   15,312 22,987     -7,675  
    US Steel 2011-04 P 2014-09   11,484 15,585     -4,101  
    US Steel 2012-10 P 2014-09   7,656 4,167     3,489  
    US Steel 2012-11 P 2014-09   11,484 6,417     5,067  
    US Steel 2013-05 P 2014-09   3,828 1,849     1,979  
    US Steel 2013-05 P 2014-09   34,451 16,640     17,811  
    Call McDonalds 2014-08 P 2014-10   1,108       1,108  
    Call SPDR DJ Indust 2014-08 P 2014-10   361       361  
    Call SPDR DJ Indust 2014-08 P 2014-10   542       542  
    Call JP Morgan 2014-08 P 2014-10   65       65  
    Call JP Morgan 2014-08 P 2014-10   97       97  
    Call Cisco Systems 2014-09 P 2014-11   125 347     -222  
    Call Cisco Systems 2014-09 P 2014-11   188 520     -332  
    Call SPDR DJ Indust 2014-10 P 2014-11   25 220     -195  
    Call SPDR DJ Indust 2014-10 P 2014-11   228 1,977     -1,749  
    Call Morgan Stanley 2014-09 P 2014-11   293       293  
    Call Range Res 2014-09 P 2014-11   433       433  
    Call Sector SPDR Energy 2014-10 P 2014-11   433       433  
    Call Ishares MSCI Japan 2014-09 P 2014-11   317       317  
    Call Ishares MSCI Japan 2014-09 P 2014-11   740       740  
    Call SPDR SP 500 2014-10 P 2014-11   593 1,047     -454  
    Citigroup 2014-02 P 2014-11   27,136 23,573     3,563  
    Citigroup 2014-05 P 2014-11   27,136 23,674     3,462  
    Coca Cola 2011-02 P 2014-11   42,233 31,429     10,804  
    Coca Cola 2011-03 P 2014-11   17,705 12,377     5,328  
    Coca Cola 2011-12 P 2014-11   17,705 13,327     4,378  
    Coca Cola 2012-08 P 2014-11   4,426 3,803     623  
    Coca Cola 2012-08 P 2014-11   4,426 3,803     623  
    Call Schlumberger 2014-12 P 2014-12   105       105  
    Call Schlumberger 2014-12 P 2014-12   158       158  
    Call SPDR SP 500 2014-11 P 2014-12   1,946 679     1,267  
    Call Coca Cola 2014-10 P 2014-12   383       383  
    Call McDonalds 2014-12 P 2014-12   448       448  
    Call Morgan Stanley 2014-12 P 2014-12   49 367     -318  
    Call Morgan Stanley 2014-12 P 2014-12   74 550     -476  
    Call Schlumberger 2014-12 P 2014-12   703       703  
    Call General Electric 2014-11 P 2014-12   193       193  
    JP Morgan Chase 2014-06 P 2014-12   12,103 11,459     644  
    JP Morgan Chase 2014-06 P 2014-12   12,103 11,460     643  
    JP Morgan Chase 2014-06 P 2014-12   6,052 5,745     307  
    JP Morgan Chase 2014-10 P 2014-12   12,103 11,605     498  
    SPDR Dow Jones 2009-04 P 2014-12   53,523 23,893     29,630  
    SPDR Dow Jones 2009-06 P 2014-12   35,682 16,773     18,909  
    SPDR Dow Jones 2009-09 P 2014-12   17,841 9,794     8,047  
    SPDR Dow Jones 2009-09 P 2014-12   35,682 19,425     16,257  
    SPDR Dow Jones 2009-09 P 2014-12   35,682 19,377     16,305  
    Other 2009-09 P 2014-12   25       25  

    TY 2014 GeneralExplanationAttachment
    Name:
    Boveri-Trackman Family Foundation Inc
    EIN: 04-3189191
    Software ID:14000292
    Software Version:14.4.1.0
    Identifier Return Reference Explanation

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    Boveri-Trackman Family Foundation Inc
    EIN: 04-3189191
    Software ID:14000292
    Software Version:14.4.1.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Charles Schwab - acct 6186-4869 - Equites 1,129,696 913,906

    TY 2014 InvestmentsOtherSchedule2
    Name:
    Boveri-Trackman Family Foundation Inc
    EIN: 04-3189191
    Software ID:14000292
    Software Version:14.4.1.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Charles Schwab - acct 6186-4869 AT COST 491,153 627,654

    TY 2014 LegalFeesSchedule
    Name:
    Boveri-Trackman Family Foundation Inc
    EIN: 04-3189191
    Software ID:14000292
    Software Version:14.4.1.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Legal fees 1,199 599   600


    TY 2014 OtherAssetsSchedule
    Name:
    Boveri-Trackman Family Foundation Inc
    EIN: 04-3189191
    Software ID:14000292
    Software Version:14.4.1.0
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Options -2,580 -10,034 -10,670


    TY 2014 OtherExpensesSchedule
    Name:
    Boveri-Trackman Family Foundation Inc
    EIN: 04-3189191
    Software ID:14000292
    Software Version:14.4.1.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    State Fees 140      


    TY 2014 TaxesSchedule
    Name:
    Boveri-Trackman Family Foundation Inc
    EIN: 04-3189191
    Software ID:14000292
    Software Version:14.4.1.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Federal excise taxes 3,188      
    Foreign taxes 176 176