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
JANEY FUND CHARITABLE TRUST CO C & R MANAGEMENT
 

Number and street (or P.O. box number if mail is not delivered to street address)1330 BOYLSTON STREET   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHESTNUT HILL, MA02467
A Employer identification number

11-2836564
B Telephone number (see instructions)

(617) 731-1222
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$35,811,918
J 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).............. 0
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 12,783 12,783  
4 Dividends and interest from securities...... 1,695,682 1,695,682  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 41,141
b Gross sales price for all assets on line 6a 1,831,808
7 Capital gain net income (from Part IV, line 2)... 41,141
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........ 1,749,606 1,749,606  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 80,000 0   0
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 5,000 5,000   0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 68,343 68,343   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 19,300 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 39,661 18,282   18,283
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 212,304 91,625   18,283
25 Contributions, gifts, grants paid........ 5,778,175 5,778,175
26 Total expenses and disbursements. Add lines 24 and 25 5,990,479 91,625   5,796,458
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -4,240,873
b Net investment income (if negative, enter -0-) 1,657,981
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.......... 6,609,846 2,543,243 2,543,243
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)........      
c Investments—corporate bonds (attach schedule)........ 32,848,333 Click to see attachment32,674,063 33,268,675
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) 39,458,179 35,217,306 35,811,918
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......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 39,458,179 35,217,306
30 Total net assets or fund balances (see instructions)...... 39,458,179 35,217,306
31 Total liabilities and net assets/fund balances (see instructions).. 39,458,179 35,217,306
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 39,458,179
2 Enter amount from Part I, line 27a..................... 2 -4,240,873
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 35,217,306
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 35,217,306
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 MASTERCARD INC. P 2014-03-26 2014-10-17
b SCHERING-PLOUGH CORP P 2013-11-15 2014-12-01
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 981,540   945,925 35,615
b 850,268   844,742 5,526
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       35,615
b       5,526
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 41,141
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . .
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 4,900,304 20,362,403 0.240655
2012 4,816,610 4,220,656 1.141199
2011 4,845,682 6,597,724 0.734448
2010 5,723,453 7,458,398 0.767384
2009 5,207,302 6,747,317 0.771759
2 Total of line 1, column (d) ...................... 2 3.655445
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 0.731089
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 34,899,140
5 Multiply line 4 by line 3....................... 5 25,514,377
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 16,580
7 Add lines 5 and 6......................... 7 25,530,957
8 Enter qualifying distributions from Part XII, line 4.............. 8 5,796,458
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 33,160
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 33,160
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 33,160
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 8,000
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,000
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 25,160
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    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 ofbulletSAMET & COMPANY PC Telephone no.bullet (617) 731-1222
    Located atbullet1330 BOYLSTON STREETCHESTNUT HILLMA ZIP+4bullet02467
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to
    employee benefit plans
    and deferred compensation
    (e) Expense account,
    other allowances
    SUSAN ROTHENBERG TRUSTEE
    1.00
    0 0 0
    173 OTIS STREET
    NEWTON,MA02458
    EDWARD ROTHENBERG MANAGER
    1.00
    0 0 0
    365 BRIDGE STREET 21A
    BROOKLYN,NY11201
    WILLIAM J BUCKLEY TRUSTEE
    1.00
    0 0 0
    717 FIFTH AVENUE 19TH FLOOR
    NEW YORK,NY10168
    ANN ROTHENBERG TRUSTEE
    1.00
    0 0 0
    27 AUSTERLITZ RD
    WEST STOCKBRIDGE,MA01266
    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
    DEBORAH DENHART ADMINISTRATOR
    30.00
    80,000 0 0
    595 COLES MEADOW RD
    NORTHAMPTON,MA01060
    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 NONE 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 NONE 0
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    33,035,113
    b
    Average of monthly cash balances.......................
    1b
    2,395,486
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    35,430,599
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    35,430,599
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    531,459
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    34,899,140
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,744,957
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,744,957
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    33,160
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    33,160
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,711,797
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,711,797
    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
    1,711,797
    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
    5,796,458
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    5,796,458
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    5,796,458
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2013
    (c)
    2013
    (d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 1,711,797
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 4,875,572
    b From 2010....... 5,355,363
    c From 2011....... 4,519,961
    d From 2012....... 4,609,811
    e From 2013....... 3,888,641
    fTotal of lines 3a through e......... 23,249,348
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 5,796,458
    a Applied to 2013, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions).........
    0
    d Applied to 2014 distributable amount..... 1,711,797
    e Remaining amount distributed out of corpus 4,084,661
    5 Excess distributions carryover applied to 2014. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 27,334,009
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...
    4,875,572
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......
    22,458,437
    10 Analysis of line 9:
    a Excess from 2010.... 5,355,363
    b Excess from 2011.... 4,519,961
    c Excess from 2012.... 4,609,811
    d Excess from 2013.... 3,888,641
    e Excess from 2014.... 4,084,661
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    ACTOR'S SHAKESPEARE COMPANY
    191 HIGHLAND AVENUE SUITE 2B
    SOMERVILLE,MA02143
    NONE EXEMPT UNRESTRICTED 40,000
    ADOLESCENT CONSULTATION SERVICES
    40 THORNDIKE STREET
    CAMBRIDGE,MA02141
    NONE EXEMPT UNRESTRICTED 20,000
    ALBERT EINSTEIN COLLEGE OF MEDICINE
    1300 MORRIS PARK AVENUE
    BRONX,NY10461
    NONE EXEMPT UNRESTRICTED 50,000
    ALL DORCHESTER SPORTS LEAGUE
    PO BOX 220643
    DORCHESTER,MA02122
    NONE EXEMPT UNRESTRICTED 10,000
    ALL NEWTON MUSIC SCHOOL
    321 CHESTNUT STREET
    WEST NEWTON,MA02465
    NONE EXEMPT UNRESTRICTED 6,000
    AMERICAN JEWISH COMMITTEE
    126 HIGH STREET
    BOSTON,MA02110
    NONE EXEMPT UNRESTRICTED 50,000
    AMERICAN SOCIETY FOR TECHNION-ISRAEL INSTITUTE
    ONE GATEWAY CENTER
    NEWTON,MA02458
    NONE EXEMPT UNRESTRICTED 50,000
    ANTI-DEFAMATION LEAGUE OF NEW ENGLAND
    126 HIGH STREET
    BOSTON,MA02110
    NONE EXEMPT UNRESTRICTED 25,000
    ARTISTIC NOISE
    315 FLATBUSH AVENUE 507
    BROOKLYN,NY11217
    NONE EXEMPT UNRESTRICTED 15,000
    ARTISTS FOR HUMANITY
    100 WEST SECOND STREET
    BOSTON,MA02127
    NONE EXEMPT UNRESTRICTED 20,000
    BAY COVE - SMALL WONDERS
    105 VICTORY ROAD
    DORCHESTER,MA02122
    NONE EXEMPT UNRESTRICTED 15,000
    BERKLEE CITY MUSIC PROGRAM
    1140 BOYLSTON STREET
    BOSTON,MA02215
    NONE EXEMPT UNRESTRICTED 150,000
    BETH ISRAEL DEACONESS MEDICAL CENTER
    330 BROOKLINE AVE
    BOSTON,MA02215
    NONE EXEMPT UNRESTRICTED 100,000
    BIG APPLE CIRCUS
    19622 UNION TURNPIKE
    FRESH MEADOWS,NY11366
    NONE EXEMPT UNRESTRICTED 12,000
    BIG SISTER ASSOCIATION OF GREATER BOSTON
    161 MASSACHUSETTS AVENUE
    BOSTON,MA02115
    NONE EXEMPT UNRESTRICTED 15,000
    BIRD STREET COMMUNITY CENTER
    500 COLUMBIA ROAD
    BOSTON,MA02125
    NONE EXEMPT UNRESTRICTED 15,000
    BLUE RIDER STABLES
    16 FARM LANE
    GREAT BARRINGTON,MA01230
    NONE EXEMPT UNRESTRICTED 15,000
    BOSTON AREA RAPE CRISIS CENTER
    321 COLUMBUS AVE
    BOSTON,MA02116
    NONE EXEMPT UNRESTRICTED 15,000
    BOSTON ARTS ACADEMY
    174 IPSWICH STREET
    BOSTON,MA02125
    NONE EXEMPT UNRESTRICTED 35,000
    BOSTON HEALTH CARE FOR THE HOMELESS
    729 MASSACHUSETTS AVE
    BOSTON,MA02118
    NONE EXEMPT UNRESTRICTED 75,000
    BOSTON MEDICAL CENTER(PEDIATRICS DEPT)
    818 HARRISON AVE
    BROOKLINE,MA02118
    NONE EXEMPT UNRESTRICTED 100,000
    BOSTON RONALD MCDONALD HOUSE
    229 KENT ST
    BROOKLINE,MA02118
    NONE EXEMPT UNRESTRICTED 5,000
    BOSTON SYMPHONY ORCHESTRA
    301 MASSACHUSETTS AVE
    BOSTON,MA02115
    NONE EXEMPT UNRESTRICTED 100,000
    BOYS AND GIRLS CLUB OF BOSTON
    50 CONGRESS STREET
    BOSTON,MA02109
    NONE EXEMPT UNRESTRICTED 25,000
    BOYS AND GIRLS CLUB OF NEWTON
    675 WATERTOWN ST
    NEWTON,MA02460
    NONE EXEMPT UNRESTRICTED 20,000
    BRANDEIS UNIVERSITY
    415 SOUTH ST
    WALTHAM,MA02254
    NONE EXEMPT UNRESTRICTED;LISTTOTAL 256000 256,000
    BRIGHAM AND WOMEN'S HOSPITAL
    116 HUNTINTON AVE
    BOSTON,MA02116
    NONE EXEMPT UNRESTRICTED 10,000
    BROOKLINE COMMUNITY MENTAL HEALTH CENTER
    43 GARRISON ROAD
    BROOKLINE,MA02445
    NONE EXEMPT UNRESTRICTED 15,000
    BROOKLYN WORKFORCE INNOVATIONS
    621 DEGRAW STREET
    BROOKLYN,NY11217
    NONE EXEMPT UNRESTRICTED 40,000
    CAMERA
    PO BOX 35040
    BOSTON,MA02135
    NONE EXEMPT UNRESTRICTED 25,000
    CARROLL CENTER FOR THE BLIND
    770 CENTRE STREET
    NEWTON,MA02458
    NONE EXEMPT UNRESTRICTED 10,000
    CASA NUEVA VIDA
    53 GLEN ROAD
    JAMAICA PLAIN,MA02130
    NONE EXEMPT UNRESTRICTED 10,000
    CENTER FOR FAMILY LIFE IN SUNSET PARK
    SUNSET PARK RD
    HAMPSTEAD,NH03841
    NONE EXEMPT UNRESTRICTED 35,000
    CHILDREN'S AID SOCIETY
    105 EAST 22ND STREET
    NEW YORK,NY10010
    NONE EXEMPT UNRESTRICTED 40,000
    CHILDREN'S CHARTER
    77 RUMFORD AVE
    WALTHM,MA02453
    NONE EXEMPT UNRESTRICTED 5,000
    CHILDREN'S MUSEUM
    300 CONGRESS STREET
    BOSTON,MA02210
    NONE EXEMPT UNRESTRICTED 5,000
    CHILDREN'S ROOM OF ARLINGTON
    1210 MASSACHUSETTS AVE
    ARLINGTON,MA02467
    NONE EXEMPT UNRESTRICTED 2,500
    CODMAN ACADEMY CHARTER SCHOOL
    637 WASHINGTON ST
    DORCHESTER,MA02124
    NONE EXEMPT UNRESTRICTED 20,000
    CODMAN SQUARE HEALTH CENTER
    637 WASHINGTON STREET
    DORCHESTER,MA02124
    NONE EXEMPT UNRESTRICTED 50,000
    COLONEL DANIEL MART BOYSGIRLS CLUB
    1135 DORCHESTER AVE
    DORCHESTER,MA02125
    NONE EXEMPT UNRESTRICTED 25,000
    COMBINED JEWISH PHILANTHROPIES
    126 HIGH STREET
    BOSTON,MA02110
    NONE EXEMPT UNRESTRICTED 100,000
    COMMUNITY PREPARTORY SCHOOL
    126 SOMERSET STREET
    PROVIDENCE,RI02907
    NONE EXEMPT UNRESTRICTED 80,000
    COMMUNITY RESOURCES FOR JUSTICE
    355 BOYLSTON STREET
    BOSTON,MA02116
    NONE EXEMPT UNRESTRICTED 15,000
    COMMUNITY SERVINGS
    18 MARBURY TERRACE
    JAMAICA PLAIN,MA02130
    NONE EXEMPT UNRESTRICTED 25,000
    COOPERATIVE ARTISTS INSTITUTE
    311 FOREST HILLS STREET
    JAMAICA PLAIN,MA02130
    NONE EXEMPT UNRESTRICTED 15,000
    CRISTO REY SCHOOL
    1852 W 22ND PL
    CHICAGO,IL60608
    NONE EXEMPT UNRESTRICTED 10,000
    CRITTENTON WOMEN'S UNION
    10 PERTHSHIRE ROAD
    BOSTON,MA02135
    NONE EXEMPT UNRESTRICTED 10,000
    DAVID PROJECT
    PO BOX 52390
    BOSTON,MA02205
    NONE EXEMPT UNRESTRICTED 25,000
    DCF KIDS FUND
    38 MAIN STREET
    HANOVER,NH03755
    NONE EXEMPT UNRESTRICTED 10,000
    DIMOCK COMMUNITY HEALTH CENTER
    55 DIMOCK STREET
    ROXBURY,MA02119
    NONE EXEMPT UNRESTRICTED 25,000
    EAST BOSTON ADULT EDUCATION CENTER
    PO BOX 544
    EAST BOSTON,MA02128
    NONE EXEMPT UNRESTRICTED 12,500
    EXALT YOUTH
    175 REMSEN STREET SUITE 1000
    BROOKLYN,NY11201
    NONE EXEMPT UNRESTRICTED 25,000
    FACING HISTORY & OURSELVES
    16 HURD ROAD
    BROOKLINE,MA02445
    NONE EXEMPT UNRESTRICTED 100,000
    FAMILIES FIRST
    99 BISHOP ALLEN DRIVE
    CAMBRIDGE,MA02139
    NONE EXEMPT UNRESTRICTED 15,000
    FAMILY NURTURING CENTER
    200 BOWDOIN STREET
    DORCHESTER,MA02122
    NONE EXEMPT UNRESTRICTED 15,000
    FAMILY SERVICE OF GREATER BOSTON
    31 HEATH STREET
    BOSTON,MA02130
    NONE EXEMPT UNRESTRICTED 15,000
    FAMILY TO FAMILY
    14 BEACON STREET
    BOSTON,MA02108
    NONE EXEMPT UNRESTRICTED 10,000
    FENWAY HIGH SCHOOL
    174 IPSWICH STRET
    BOSTON,MA02215
    NONE EXEMPT UNRESTRICTED 15,000
    FOOD PROJECT
    10 LEWIS STREET
    LINCOLN,MA01773
    NONE EXEMPT UNRESTRICTED 20,000
    FRIENDS OF YEMIN ORDE
    4501 CONNECTICUT AVE
    WASHINGTON,DC20008
    NONE EXEMPT UNRESTRICTED 125,000
    FRIENDSHIP CIRCLE SAN DIEGO
    16934 CHABAD WAY
    POWAY,CA92064
    NONE EXEMPT UNRESTRICTED 5,000
    FROM THE TOP
    295 HUNTINGTON AVE
    BOSTON,MA02115
    NONE EXEMPT UNRESTRICTED 50,000
    GIVAT HAVIVA EDUCATION FOUNDATION
    114 WEST 26TH STREET
    NEW YORK,NY10001
    NONE EXEMPT UNRESTRICTED 10,000
    GOOD SHEPHERD SERVICES
    305 SEVENTH AVE
    NEW YORK,NY10001
    NONE EXEMPT UNRESTRICTED 85,000
    GREATER BOSTON FOOD BANK
    99 ATKINSON ST
    BOSTON,MA02118
    NONE EXEMPT UNRESTRICTED 55,000
    GREATER BOSTON LEGAL SERVICES
    197 FRIEND STREET
    BOSTON,MA02114
    NONE EXEMPT UNRESTRICTED 50,000
    HALE RESERVATION
    80 CARBY STREET
    WESTWOOD,MA02090
    NONE EXEMPT UNRESTRICTED 5,000
    HEALTH CARE FOR ALL
    30 WINTER STREET
    BOSTON,MA02108
    NONE EXEMPT UNRESTRICTED 5,000
    HEBREW SENIOR LIFE CENTER
    1200 CENTRE STREET
    BOSTON,MA02131
    NONE EXEMPT UNRESTRICTED 50,000
    HOLOCAUST MUSEUM
    100 RAOUL WALLENBERG PLACE
    WASHINGTON,DC20024
    NONE EXEMPT UNRESTRICTED 25,000
    HORIZONS FOR HOMELESS CHILDREN
    1705 COLUMBUS AVE
    ROXBURY,MA02119
    NONE EXEMPT UNRESTRICTED 50,000
    HOSPICE OF GOOD SHEPHERD
    2042 BEACON STREET
    NEWTON,MA02468
    NONE EXEMPT UNRESTRICTED 1,000
    HOUR CHILDREN
    13-07 37TH AVE
    NEW YORK,NY11101
    NONE EXEMPT UNRESTRICTED 15,000
    HULL LIFE SAVING MUSEUM
    1117 NANTASKET AVENUE
    HULL,MA02045
    NONE EXEMPT UNRESTRICTED 15,000
    HYDE SQUARE TASK FORCE
    PO BOX 301871
    JAMAICA PLAIN,MA02130
    NONE EXEMPT UNRESTRICTED 40,000
    INQUILINOS BORICUAS EN ACCION
    405 SHAWMUT AVE
    BOSTON,MA02108
    NONE EXEMPT UNRESTRICTED 15,000
    INTERNATIONAL SCHOLARSHIP & TUITION SERV
    1321 MURFREESBORO ROAD SUITE 100
    NASHVILLE,TN37217
    NONE EXEMPT UNRESTRICTED 25,000
    JEWISH COMMUNITY CENTERS OF GREATER BOSTON
    333 NAHANTON STREET
    NEWTON,MA02459
    NONE EXEMPT UNRESTRICTED 50,000
    JEWISH COMMUNITY HOUSING FOR ELDERLY
    30 WALLINGFORD ROAD
    BRIGHTON,MA02135
    NONE EXEMPT UNRESTRICTED 25,000
    JEWISH FAMILY AND CHILDREN'S SERVICE
    1430 MAINE STREET
    WALTHAM,MA02451
    NONE EXEMPT UNRESTRICTED 60,000
    JULIE'S FAMILY LEARNING PROGRAM
    133 DORCHESTER STREET
    SOUTH BOSTON,MA02127
    NONE EXEMPT UNRESTRICTED 50,000
    KEY STEPS
    PO BOX 300766
    BOSTON,MA02130
    NONE EXEMPT UNRESTRICTED 15,000
    KISHORIT VILLAGE
    37 KENTISH TOWN ROAD
      LONDON  
    UK
    NONE EXEMPT UNRESTRICTED 25,000
    LEARNING ALLY
    20 ROSZEL RD
    PRINCETON,NJ08540
    NONE EXEMPT UNRESTRICTED 1,000
    MASS ALLIANCE ON TEEN PREGNANCY
    8 BEACON STREET
    BOSTON,MA02108
    NONE EXEMPT UNRESTRICTED 15,000
    MASS COLLEGE OF ART
    621 HUNTINGTON AVE
    BOSTON,MA02115
    NONE EXEMPT UNRESTRICTED 50,000
    MASSACHUSETTS GENERAL HOSPITAL
    165 CAMBRIDGE STREET
    BOSTON,MA02114
    NONE EXEMPT UNRESTRICTED 31,000
    METROPOLITAN WIND SYMPHONY
    62 MOSSDALE ROAD
    JAMAICA PLAIN,MA02130
    NONE EXEMPT UNRESTRICTED 2,000
    MISSION GRAMMAR SCHOOL
    94 SAINT ALPHONSUS ST
    ROXBURY,MA02120
    NONE EXEMPT UNRESTRICTED 5,000
    MOTHER CAROLINE ACADEMY
    515 BLUE HILL AVE
    DORCHESTER,MA02121
    NONE EXEMPT UNRESTRICTED 35,000
    NATIONAL BRAILLE PRESS
    88 ST STEPHEN STREET
    BOSTON,MA02115
    NONE EXEMPT UNRESTRICTED 10,000
    NATIONAL MULTIPLE SCLEROSIS SOCIETY
    101A FIRST AVE
    WALTHAM,MA02451
    NONE EXEMPT UNRESTRICTED 2,500
    NEIGHBORHOOD HOUSE CHARTER SCHOOL
    21 QUEEN STREET
    DORCHESTER,MA02122
    NONE EXEMPT UNRESTRICTED 12,500
    NEW ART CENTER
    61 WASHINGTON PARK
    NEWTONVILL,MA02460
    NONE EXEMPT UNRESTRICTED 20,000
    NEW ENGLAND AQUARIUM
    CENTRAL WHARF
    BOSTON,MA02110
    NONE EXEMPT UNRESTRICTED 10,000
    NEW ENGLAND CONSERVATORY
    290 HUNTINGTON AVE
    BOSTON,MA02115
    NONE EXEMPT UNRESTRICTED 35,000
    NEW REPERTORY THEATRE
    200 DEXTER AVE
    WATERTOWN,MA02472
    NONE EXEMPT UNRESTRICTED 2,500
    NEWTON COMMUNITY SERVICE CENTERS
    492 WALTHAM STREET
    WEST NEWTON,MA02465
    NONE EXEMPT UNRESTRICTED 35,250
    NEWTON FREE LIBRARY
    330 HOMER STREET
    NEWTON CENTER,MA02459
    NONE EXEMPT UNRESTRICTED 2,500
    NEWTON WELLESLEY HOSPITAL
    2014 WASHINGTON STREET
    NEWTON,MA02462
    NONE EXEMPT UNRESTRICTED 10,000
    NORTH AMERICAN FRIENDS OF ISRAEL OLR
    PO BOX 699
    NEW YORK,NY11702
    NONE EXEMPT UNRESTRICTED 25,000
    NOTRE DAME EDUCATION CENTER
    200 OLD COLONY AVENUE
    BOSTON,MA02127
    NONE EXEMPT UNRESTRICTED 15,000
    PINE STREET INN
    444 HARRISON AVE
    BOSTON,MA02118
    NONE EXEMPT UNRESTRICTED 100,000
    PROJECT HOPE
    550 DUDLEY STREET
    ROXBURY,MA02119
    NONE EXEMPT UNRESTRICTED 75,000
    PROJECT STEP
    301 MASSACHUSETTS AVE
    BOSTON,MA02115
    NONE EXEMPT UNRESTRICTED 30,000
    REEL WORKS
    357 NINTH STREET
    BROOKLYN,NY11215
    NONE EXEMPT UNRESTRICTED 30,000
    RIVERSIDE COMMUNITY HEALTH CENTER
    450 WASHINGTON STREET
    WALTHAM,MA02452
    NONE EXEMPT UNRESTRICTED 10,000
    ROCA
    101 PARK STREET
    CHELSEA,MA02150
    NONE EXEMPT UNRESTRICTED 25,000
    ROGERSON COMMUNITIES
    ONE FLORENCE STREET
    BOSTON,MA02131
    NONE EXEMPT UNRESTRICTED 50,000
    ROSIE'S PLACE
    889 HARRISON AVE
    BOSTON,MA02118
    NONE EXEMPT UNRESTRICTED 100,000
    SAMARITANS OF BOSTON
    141 TREMONT ST
    BOSTON,MA02111
    NONE EXEMPT UNRESTRICTED 10,000
    SCHWARTZ CENTER
    226 S STATE STREET
    DOVER,DE19901
    NONE EXEMPT UNRESTRICTED 10,000
    SECOND STEP
    PO BOX 600213
    NEWTONVILLE,MA02460
    NONE EXEMPT UNRESTRICTED 15,000
    SENIOR CITIZENS FUND OF NEWTON INC
    345 WALNUT STREET
    NEWTONVILLE,MA02460
    NONE EXEMPT UNRESTRICTED 2,000
    SERVE RHODE ISLAND
    655 BROAD ST SUITE 202
    PROVIDENCE,RI02909
    NONE EXEMPT UNRESTRICTED 25,000
    SHAKE-A-LEG MIAMI
    2620 SOUTH BAYSHORE DRIVE
    MIAMI,FL33133
    NONE EXEMPT UNRESTRICTED 30,000
    SOCIEDAD LATINA
    1530 TREMONT ST
    ROXBURY,MA02120
    NONE EXEMPT UNRESTRICTED 10,000
    SOJOURNER HOUSE
    85 ROCKLAND STREET
    ROXBURY,MA02119
    NONE EXEMPT UNRESTRICTED 35,000
    SOPHIA ACADEMY
    979 BRANCH AVE
    PROVIDENCE,RI02904
    NONE EXEMPT UNRESTRICTED 25,000
    SPAULDING REHABILITATION HOSPITAL
    125 NASHUA STREET
    BOSTON,MA02114
    NONE EXEMPT UNRESTRICTED 10,000
    ST FRANCIS HOUSE
    PO BOX 120499
    BOSTON,MA02112
    NONE EXEMPT UNRESTRICTED 20,000
    ST MARY'S WOMEN & CHILDREN'S CENTER
    90 CUSHING AVE
    DORCHESTER,MA02125
    NONE EXEMPT UNRESTRICTED 15,000
    ST PETER (TEEN CENTER)
    278 BOWDOIN STREET
    DORCHESTER,MA02125
    NONE EXEMPT UNRESTRICTED 25,000
    STEPS TO SUCCESS
    1415 SE 122ND AVE
    PORTLAND,OR97218
    NONE EXEMPT UNRESTRICTED 15,000
    SUMMER FUND
    55 COURT STREET
    BOSTON,MA02108
    NONE EXEMPT UNRESTRICTED 10,000
    SUMMER SEARCH
    555 AMORY STREET
    JAMAICA PLAIN,MA02130
    NONE EXEMPT UNRESTRICTED 110,000
    TENACITY
    367 WESTERN AVENUE
    BRIGHTON,MA02135
    NONE EXEMPT UNRESTRICTED 25,000
    THE BOTTOM LINE
    500 AMORY STREET SUITE 3
    JAMAICA PLAIN,MA02130
    NONE EXEMPT UNRESTRICTED 111,000
    THE FAMILY CENTER (SOMERVILLE)
    366 SOMERVILLE AVE
    SOMERVILLE,MA02143
    NONE EXEMPT UNRESTRICTED 10,000
    THE FAMILY VAN
    1542 TREMONT STREET
    ROXBURY,MA02120
    NONE EXEMPT UNRESTRICTED 20,000
    THE FLEA THEATER
    41 WHITE STREET
    NEW YORK,NY10013
    NONE EXEMPT UNRESTRICTED 10,000
    THE GIFFORD SCHOOL
    177 BOSTON POST ROAD
    WESTON,MA02493
    NONE EXEMPT UNRESTRICTED 77,000
    THE NUTRITION CENTER
    PO BOX 1082
    GREAT BARRINGTON,MA01230
    NONE EXEMPT UNRESTRICTED 25,000
    THE PHILANTHROPIC INITIATIVE INC
    12230 WILKINS AVENUE
    ROCKVILLE,MD20852
    NONE EXEMPT UNRESTRICTED 655,500
    TREEHOUSE FOUNDATION
    ONE TREEHOUSE CIRCLE
    EASTHAMPTON,MA01027
    NONE EXEMPT UNRESTRICTED 15,000
    URBAN SCHOLARS
    100 MORRISSEY BOULEVARD
    BOSTON,MA02215
    NONE EXEMPT UNRESTRICTED 20,000
    VICTORY PROGRAMS
    965 MASSACHUSETTS AVE
    BOSTON,MA02118
    NONE EXEMPT UNRESTRICTED 20,000
    WALKER HOME AND SCHOOL
    1968 CENTRAL AVE
    NEEDHAM,MA02492
    NONE EXEMPT UNRESTRICTED 25,000
    WBUR
    890 COMMONWEALTH AVE
    BOSTON,MA02215
    NONE EXEMPT UNRESTRICTED 7,500
    WELCOME PROJECT
    530 MYSTIC AVE 111
    SOMERVILLE,MA02145
    NONE EXEMPT UNRESTRICTED 10,000
    WGBH
    125 WESTERN AVE
    BOSTON,MA02134
    NONE EXEMPT UNRESTRICTED 7,500
    YEAR UP
    93 SUMMER STREET
    BOSTON,MA02110
    NONE EXEMPT UNRESTRICTED 25,000
    ZUMIX
    260 SUMNER ST
    EAST BOSTON,MA02128
    NONE EXEMPT UNRESTRICTED 15,000
    AFP&CC
    6350 HORIZON DRIVE
    TITUSVILLE,FL32780
    NONE EXEMPT UNRESTRICTED 250
    ALBANIA HUMAN RIGHTS
    5 PENN PLAZA 16TH FLOOR
    NEW YORK,NY10001
    NONE EXEMPT UNRESTRICTED 5,000
    AMERICAN HEART ASSOCIATION
    7272 GREENVILLE AVE
    DALLAS,TX75231
    NONE EXEMPT UNRESTRICTED 300
    AMERICAN INDIAN COLLEGE FUND
    8333 GREENWOOD BLVD
    DENVER,CO80221
    NONE EXEMPT UNRESTRICTED 100
    AMERICAN RED CROSS
    139 MAIN STREET
    CAMBRIDGE,MA02142
    NONE EXEMPT UNRESTRICTED 200
    AQUINNAH PUBLIC LIBRARY
    1 CHURCH ST
    AQUINNAH,MA02535
    NONE EXEMPT UNRESTRICTED 1,500
    ARROWMONT SCHOOL OF ARTS AND CRAFTS
    556 PARKWAY
    GATLINBURG,TN37738
    NONE EXEMPT UNRESTRICTED 8,250
    BEACON ACADEMY
    477 LONGWOOD AVE
    BOSTON,MA02215
    NONE EXEMPT UNRESTRICTED 25,000
    BOSTON RESCUE
    39 KINGSTON ST
    BOSTON,MA02111
    NONE EXEMPT UNRESTRICTED 200
    BOTTOMLINE NEW YORK
    44 COURT STREET SUITE 300
    BROOKLYN,NY11201
    NONE EXEMPT UNRESTRICTED 25,000
    BROWNSVILLE COMMUNITY JUSTICE CENTER
    520 8TH AVENUE 18TH FLOOR
    NEW YORK,NY10018
    NONE EXEMPT UNRESTRICTED 25,000
    BURKE REHABILITATION
    785 MAMARONECK AVE
    WHITE PLAINS,NY10605
    NONE EXEMPT UNRESTRICTED 5,000
    COMMUNITY THERAPEUTIC DAY SCHOOL
    187 SPRING ST
    LEXINGTON,MA02421
    NONE EXEMPT UNRESTRICTED 200
    CYSTIC FIBROSIS
    6931 ARLINGTON ROAD 2ND FLOOR
    BETHESDA,MD20814
    NONE EXEMPT UNRESTRICTED 100
    EASTER SEALS
    89 SOUTH ST
    BOSTON,MA02111
    NONE EXEMPT UNRESTRICTED 100
    ENVIRONMENTAL DEFENSE
    1875 CONNECTICUT AVE NW SUITE 600
    WASHINGTON,DC20009
    NONE EXEMPT UNRESTRICTED 150
    EPIPHANY SCHOOL
    154 CENTRE ST
    DORCHESTER,MA02124
    NONE EXEMPT UNRESTRICTED 20,000
    FAMILY INDEPENDENCE INITIATIVE
    PO BOX 301764
    JAMAICA PLAIN,MA02130
    NONE EXEMPT UNRESTRICTED 10,000
    FEEDING AMERICA
    35 EAST WACKER DRIVE SUITE 2000
    CHICAGO,IL60601
    NONE EXEMPT UNRESTRICTED 100
    NATURAL RESOURCES DEFENSE COUNCIL
    40 WEST 20TH STREET
    NEW YORK,NY10011
    NONE EXEMPT UNRESTRICTED 200
    GRASSROOTS INTERNATIONAL
    179 BOYLSTON ST 4
    JAMAICA PLAIN,MA02130
    NONE EXEMPT UNRESTRICTED 100
    HABITAT FOR HUMANITY
    121 HABITAT STREET
    AMERICUS,GA31709
    NONE EXEMPT UNRESTRICTED 250
    HARMONY PROJECT
    817 VINE STREET SUITE 212
    LOS ANGELES,CA90038
    NONE EXEMPT UNRESTRICTED 30,000
    HARVARD ART MUSEUM
    32 QUINCY ST
    CAMBRIDGE,MA02138
    NONE EXEMPT UNRESTRICTED 225
    HAVEN FROM HUNGER
    71 WALLIS ST
    PEABODY,MA01960
    NONE EXEMPT UNRESTRICTED 40,000
    HAYSTACK MOUNTAIN SCHOOL OF CRAFTS
    89 HAYSTACK SCHOOL DR
    DEER ISLE,ME04627
    NONE EXEMPT UNRESTRICTED 8,250
    HEARTH
    1640 WASHINGTON ST
    BOSTON,MA02118
    NONE EXEMPT UNRESTRICTED 100
    HENRY KENDALL
    176 FEDERAL ST 2
    BOSTON,MA02110
    NONE EXEMPT UNRESTRICTED 100
    HOME FOR LITTLE WANDERERS
    10 GUEST STREET
    BOSTON,MA02135
    NONE EXEMPT UNRESTRICTED 200
    HUNTINGTON THEATRE
    264 HUNTINGTON AVENUE
    BOSTON,MA02115
    NONE EXEMPT UNRESTRICTED 250
    IFAR (INSTITUTE FOR AGING RESEARCH)
    1200 CENTRE ST
    BOSTON,MA02131
    NONE EXEMPT UNRESTRICTED 5,000
    INSTITUTE OF OUR LADY OF MOUNT CARMEL
    4415-8TH STREET NE
    WASHINGTON,DC20017
    NONE EXEMPT UNRESTRICTED 40,000
    ITALIAN HOME FOR CHILDREN
    1125 CENTRE ST
    JAMAICA PLAIN,MA02130
    NONE EXEMPT UNRESTRICTED 100
    KESTREL LAND TRUST
    284 N PLEASANT ST
    AMHERST,MA01002
    NONE EXEMPT UNRESTRICTED 20,000
    LAND'S SAKE
    90 WELLESLEY ST
    WESTON,MA02493
    NONE EXEMPT UNRESTRICTED 5,000
    LEUKEMIA AND LYMPHOMA SOCIETY
    1311 MAMARONECK AVENUE SUITE 310
    WHITE PLAINS,NY10605
    NONE EXEMPT UNRESTRICTED 150
    LITERACY VOLUNTEERS
    8 S MARKET ST
    BOSTON,MA02109
    NONE EXEMPT UNRESTRICTED 1,500
    MACULAR DEGENERATION RESEARCH
    22512 GATEWAY CENTER DRIVE
    CLARKSBURG,MD20871
    NONE EXEMPT UNRESTRICTED 100
    MARCH OF DIMES
    1275 MAMARONECK AVENUE
    WHITE PLAINS,NY10605
    NONE EXEMPT UNRESTRICTED 200
    MASS SOCIETY FOR THE PREVENTION OF CRUELTY TO CHILDREN
    3815 WASHINGTON STREET SUITE 2
    JAMAICA PLAIN,MA02130
    NONE EXEMPT UNRESTRICTED 150
    MASSACHUSETTS AUDUBON SOCIETY
    208 SOUTH GREAT ROAD
    LINCOLN,MA01773
    NONE EXEMPT UNRESTRICTED 100
    MASSACHUSETTS HOUSING AND SHELTER ALLIANCE
    25 KINGSTON ST 3
    BOSTON,MA02111
    NONE EXEMPT UNRESTRICTED 100
    MORGAN MEMORIAL GOODWILL INDUSTRIES
    1010 HARRISON AVE
    BOSTON,MA02119
    NONE EXEMPT UNRESTRICTED 400
    MUSICONNECTS
    20 BELGRADE AVENUE 1
    ROSLINDALE,MA02131
    NONE EXEMPT UNRESTRICTED 10,000
    NATIONAL CHORAL COUNCIL
    1650 BROADWAY 301
    NEW YORK,NY10019
    NONE EXEMPT UNRESTRICTED 5,000
    NATIONAL PARKINSON FOUNDATION
    200 SE 1ST STREET SUITE 800
    MIAMI,FL33131
    NONE EXEMPT UNRESTRICTED 2,500
    NEW SCHOOL UNIVERSITY
    72 5TH AVE
    NEW YORK,NY10011
    NONE EXEMPT UNRESTRICTED 100,000
    NEW ENGLAND CENTER FOR INVESTIGATIVE REPORTING
    640 COMMONWEALTH AVENUE
    BOSTON,MA02215
    NONE EXEMPT UNRESTRICTED 3,051
    NEWTON SCHOOLS FOUNDATION
    1000 COMMONWEALTH AVENUE
    NEWTON,MA02459
    NONE EXEMPT UNRESTRICTED 500
    OCEAN CONSERVANCY
    1300 19TH STREET NW 8TH FLOOR
    WASHINGTON,DC20036
    NONE EXEMPT UNRESTRICTED 100
    OPPORTUNITY NETWORK
    85 BROAD STREET 6TH FLOOR
    NEW YORK,NY10004
    NONE EXEMPT UNRESTRICTED 25,000
    ORCHARD COVE
    1 DEL POND DR
    CANTON,MA02021
    NONE EXEMPT UNRESTRICTED 5,000
    PARALYZED VETERANS OF AMERICA
    801 EIGHTEENTH STREET NW
    WASHINGTON,DC20006
    NONE EXEMPT UNRESTRICTED 150
    PERKINS SCHOOL FOR THE BLIND
    175 NORTH BEACON STREET
    WATERTOWN,MA02472
    NONE EXEMPT UNRESTRICTED 400
    PMC JIMMY FUND
    77 FOURTH AVENUE
    NEEDHAM,MA02494
    NONE EXEMPT UNRESTRICTED 3,000
    RADCLIFFE INSTITUTE FOR ADVANCED STUDY
    10 GARDEN ST
    CAMBRIDGE,MA02138
    NONE EXEMPT UNRESTRICTED 100
    RAILROAD STREET YOUTH PROJECT
    60 BRIDGE ST
    GREAT BARRINGTON,MA01230
    NONE EXEMPT UNRESTRICTED 20,000
    RED GATE FARM
    4 NORMAN ROAD
    ASHFIELD,MA01330
    NONE EXEMPT UNRESTRICTED 20,000
    RHODE ISLAND COMMUNITY FOOD BANK
    200 NIANTIC AVE
    PROVIDENCE,RI02907
    NONE EXEMPT UNRESTRICTED 5,199
    RIVERDALE MENTAL HEALTH ASSOCIATION
    5676 RIVERDALE AVE 202
    BRONX,NY10471
    NONE EXEMPT UNRESTRICTED 5,000
    RMHC OF EASTERN NEW ENGLAND
    PO BOX 96066
    WASHINGTON,DC20090
    NONE EXEMPT UNRESTRICTED 100
    ROMANIAN CHILDREN'S RELIEF
    PO BOX 493
    PEPPERELL,MA01463
    NONE EXEMPT UNRESTRICTED 2,000
    SMALL CAN BE BIG
    260 CHARLES ST
    WALTHAM,MA02453
    NONE EXEMPT UNRESTRICTED 15,000
    SPECIAL OLYMPICS
    PO BOX 332
    HATHORNE,MA01937
    NONE EXEMPT UNRESTRICTED 100
    STANTON HOME
    205 N PLAIN RD
    GREAT BARRINGTON,MA01230
    NONE EXEMPT UNRESTRICTED 50,000
    THE GUIDE DOG FOUNDATION FOR THE BLIND
    371 JERICHO TURNPIKE
    SMITHTOWN,NY11787
    NONE EXEMPT UNRESTRICTED 5,000
    THE SALVATION ARMY
    PO BOX 55876
    BOSTON,MA02205
    NONE EXEMPT UNRESTRICTED 200
    UNION OF CONCERNED SCIENTISTS
    2 BRATTLE SQUARE 6
    CAMBRIDGE,MA02138
    NONE EXEMPT UNRESTRICTED 100
    VERTILE FOUNDATION
    6681 ARAPAHOE ROAD SUITE 1
    BOULDER,CO80303
    NONE EXEMPT UNRESTRICTED 5,000
    WAMC
    PO BOX 66600
    ALBANY,NY12206
    NONE EXEMPT UNRESTRICTED 10,000
    WILLKA T'IKA CHILDREN
    4110 SE HAWTHORNE 237
    PORTLAND,OR97214
    NONE EXEMPT UNRESTRICTED 15,000
    WORLD TRUST EDUCATION
    8115 MCCORMICK AVE
    OAKLAND,CA94605
    NONE EXEMPT UNRESTRICTED 1,000
    YONKERS PARTNERS
    86 MAIN ST 301
    YONKERS,NY10701
    NONE EXEMPT UNRESTRICTED 1,000
    YOUNG HEART CHORUS
    28 N MAPLE STREET
    FLORENCE,MA01062
    NONE EXEMPT UNRESTRICTED 25,000
    YOUNG WOMEN EMPOWERED
    316 4TH AVE SOUTH
    KIRKLAND,WA98033
    NONE EXEMPT UNRESTRICTED 55,000
    Total .................................bullet 3a 5,778,175
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............
        14 12,783  
    4 Dividends and interest from securities....     14 1,695,682  
    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 .............
            41,141
    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 1,708,465 41,141
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,749,606
    (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.)
    13 FUNDS IN THE CHARITABLE TRUST ARE INVESTED TO GENERATE INTEREST
    13 DIVIDEND, AND INVESTMENT GAIN TO FURTHER FUND CHARITABLE DONATIONS.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    JANEY FUND CHARITABLE TRUST CO C & R MANAGEMENT
    EIN: 11-2836564
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 32,674,063 33,268,675

    TY 2014 LegalFeesSchedule
    Name:
    JANEY FUND CHARITABLE TRUST CO C & R MANAGEMENT
    EIN: 11-2836564
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 5,000 5,000   0


    TY 2014 OtherExpensesSchedule
    Name:
    JANEY FUND CHARITABLE TRUST CO C & R MANAGEMENT
    EIN: 11-2836564
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 36,565 18,282   18,283
    OFFICE 2,096 0   0
    FILING FEE - MASS 1,000 0   0


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    JANEY FUND CHARITABLE TRUST CO C & R MANAGEMENT
    EIN: 11-2836564
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 61,843 61,843   0
    MANAGEMENT 6,500 6,500   0


    TY 2014 SubstantialContributorsSch
    Name:
    JANEY FUND CHARITABLE TRUST CO C & R MANAGEMENT
    EIN: 11-2836564
    Name Address
    DANIEL E ROTHENBERG 173 OTIS STREET
    NEWTON,MA02460


    TY 2014 TaxesSchedule
    Name:
    JANEY FUND CHARITABLE TRUST CO C & R MANAGEMENT
    EIN: 11-2836564
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL 6,926 0   0
    TAXES - FEDERAL 12,374 0   0