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
Albert Shapiro Fund Inc co Eileen C Shapiro
 

Number and street (or P.O. box number if mail is not delivered to street address)975 Memorial Drive No 804   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Cambridge, MA02138
A Employer identification number

52-1300277
B Telephone number (see instructions)

(617) 495-0020
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$7,231,153
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).............. 27,260
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 140,325 139,318  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 353,456
b Gross sales price for all assets on line 6a 3,236,596
7 Capital gain net income (from Part IV, line 2)... 353,456
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........ 521,041 492,774  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 1,265 1,265   0
b Accounting fees (attach schedule)....... 4,450 4,450   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 7,906 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 19,819 19,819   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 33,440 25,534   0
25 Contributions, gifts, grants paid........ 315,536 315,536
26 Total expenses and disbursements. Add lines 24 and 25 348,976 25,534   315,536
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 172,065
b Net investment income (if negative, enter -0-) 467,240
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.......... 357,464 139,691 139,691
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) 419,332 Click to see attachment290,525 281,054
b Investments—corporate stock (attach schedule)........ 3,135,049 Click to see attachment2,081,529 2,286,742
c Investments—corporate bonds (attach schedule)........ 700,639 Click to see attachment664,360 657,037
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 867,078 Click to see attachment2,475,522 3,866,629
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) 5,479,562 5,651,627 7,231,153
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 5,479,562 5,651,627
30 Total net assets or fund balances (see instructions)...... 5,479,562 5,651,627
31 Total liabilities and net assets/fund balances (see instructions).. 5,479,562 5,651,627
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 5,479,562
2 Enter amount from Part I, line 27a..................... 2 172,065
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 5,651,627
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 5,651,627
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 INVESCO SHORT TERM LIQUID ASSET FUND P   2014-06-06
b INVESCO SHORT TERM LIQUID ASSET FUND P   2014-06-06
c INVESCO SHORT TERM LIQUID ASSET FUND P   2014-06-11
d INVESCO SHORT TERM LIQUID ASSET FUND P   2014-06-11
e INVESCO SHORT TERM LIQUID ASSET FUND P   2014-06-13
WASHINGTON PRIME GROUP INC COM P   2014-06-16
INVESCO SHORT TERM LIQUID ASSET FUND P   2014-06-20
ROCKWOOD HLDGS INC COM P   2014-06-23
INVESCO SHORT TERM LIQUID ASSET FUND P   2014-06-24
FREEPORTMCMORAN COPPER & GOLD INC P   2014-06-24
FREEPORTMCMORAN COPPER & GOLD INC P   2014-06-24
FREEPORTMCMORAN COPPER & GOLD INC P   2014-06-24
GOOGLE INC CL A P   2014-06-27
GOOGLE INC CL C P   2014-06-27
INVESCO SHORT TERM LIQUID ASSET FUND P   2014-07-02
INVESCO SHORT TERM LIQUID ASSET FUND P   2014-07-02
INVESCO SHORT TERM LIQUID ASSET FUND P   2014-07-07
APPLE INC COM P   2014-07-08
ACTAVIS PLC SHS P   2014-07-14
SHIRE LIMITED AMERICAN DEPOSITARY P   2014-07-14
ACTAVIS PLC SHS P   2014-07-14
PRECISION CASTPARTS CORP COM P   2014-07-14
INVESCO SHORT TERM LIQUID ASSET FUND P   2014-07-21
INVESCO SHORT TERM LIQUID ASSET FUND P   2014-07-21
INVESCO SHORT TERM LIQUID ASSET FUND P   2014-07-21
GOOGLE INC CL C P   2014-07-23
GOOGLE INC CL A P   2014-07-23
INVESCO SHORT TERM LIQUID ASSET FUND P   2014-07-24
SHIRE LIMITED AMERICAN DEPOSITARY P   2014-07-24
AETNA INC NEW COM P   2014-07-25
INVESCO SHORT TERM LIQUID ASSET FUND P   2014-07-25
AETNA INC NEW COM P   2014-07-25
INVESCO SHORT TERM LIQUID ASSET FUND P   2014-07-28
TIMKENSTEEL CORP COM P   2014-07-29
TIMKENSTEEL CORP COM P   2014-08-04
MCKESSON CORP COM P   2014-08-05
SHIRE LIMITED AMERICAN DEPOSITARY P   2014-08-05
TIMKENSTEEL CORP COM P   2014-08-05
TARGET CORP COM P   2014-08-08
TARGET CORP COM P   2014-08-08
WALGREEN CO COM P   2014-08-11
WALGREEN CO COM P   2014-08-11
INVESCO SHORT TERM LIQUID ASSET FUND P   2014-08-04
INVESCO SHORT TERM LIQUID ASSET FUND P   2014-08-18
INVESCO SHORT TERM LIQUID ASSET FUND P   2014-08-18
INVESCO SHORT TERM LIQUID ASSET FUND P   2014-08-20
INVESCO SHORT TERM LIQUID ASSET FUND P   2014-08-21
INVESCO SHORT TERM LIQUID ASSET FUND P   2014-08-21
INVESCO SHORT TERM LIQUID ASSET FUND P   2014-08-22
INVESCO SHORT TERM LIQUID ASSET FUND P   2014-08-28
DISNEY WALT CO COM P   2014-08-28
APPLE INC COM P   2014-09-09
CROWN HLDGS INC COM P   2014-09-09
APPLE INC COM P   2014-09-09
CROWN HLDGS INC COM P   2014-09-09
CROWN HLDGS INC COM P   2014-09-10
CROWN HLDGS INC COM P   2014-09-10
INVESCO SHORT TERM LIQUID ASSET FUND P   2014-09-10
CROWN HLDGS INC COM P   2014-09-16
INVESCO SHORT TERM LIQUID ASSET FUND P   2014-09-16
CROWN HLDGS INC COM P   2014-09-16
INVESCO SHORT TERM LIQUID ASSET FUND P   2014-09-19
AVALONBAY CMNTYS INC COM P   2014-10-24
CABOT OIL & GAS CORP COM P   2014-10-07
CDK GLOBAL INC COM P   2014-10-21
CDK GLOBAL INC COM P   2014-10-24
CDK GLOBAL INC COM P   2014-10-24
CDK GLOBAL INC COM P   2014-10-24
CROWN HLDGS INC COM P   2014-10-22
CROWN HLDGS INC COM P   2014-10-22
CROWN HLDGS INC COM P   2014-10-23
CROWN HLDGS INC COM P   2014-10-23
CROWN HLDGS INC COM P   2014-10-24
CROWN HLDGS INC COM P   2014-10-24
INVESCO SHORT TERM LIQUID ASSET FUND P   2014-10-06
INVESCO SHORT TERM LIQUID ASSET FUND P   2014-10-07
INVESCO SHORT TERM LIQUID ASSET FUND P   2014-10-08
INVESCO SHORT TERM LIQUID ASSET FUND P   2014-10-14
INVESCO SHORT TERM LIQUID ASSET FUND P   2014-10-16
INVESCO SHORT TERM LIQUID ASSET FUND P   2014-10-21
INVESCO SHORT TERM LIQUID ASSET FUND P   2014-10-24
KELLOGG CO COM P   2014-10-09
NETAPP INC COM P   2014-10-09
NETAPP INC COM P   2014-10-09
RANGE RESOURCES CORP COM P   2014-10-07
SKYWORKS SOLUTIONS INC COM P   2014-10-07
UNION PAC CORP COM P   2014-10-30
INVESCO SHORT TERM LIQUID ASSET FUND P   2014-11-06
INVESCO SHORT TERM LIQUID ASSET FUND P   2014-11-14
INVESCO SHORT TERM LIQUID ASSET FUND P   2014-11-21
CONOCOPHILLIPS GTD P   2014-11-25
EQUINIX INC COM NEW P   2014-12-10
INVESCO SHORT TERM LIQUID ASSET FUND P   2014-12-15
INVESCO SHORT TERM LIQUID ASSET FUND P   2014-12-15
INVESCO SHORT TERM LIQUID ASSET FUND P   2014-12-15
INVESCO SHORT TERM LIQUID ASSET FUND P   2014-12-19
MERRILL LYNCH & CO INC MEDIUM TERM P   2015-01-15
AMPHENOL CORP CL A P   2015-01-15
GOLDMAN SACHS GROUP INC P   2015-01-15
ROCKWOOD HLDGS INC COM P   2015-01-15
INVESCO SHORT TERM LIQUID ASSET FUND P   2015-01-16
INVESCO SHORT TERM LIQUID ASSET FUND P   2015-01-21
INVESCO SHORT TERM LIQUID ASSET FUND P   2015-01-26
INVESCO SHORT TERM LIQUID ASSET FUND P   2015-01-09
INVESCO SHORT TERM LIQUID ASSET FUND P   2015-01-28
COVIDIEN PLC SHS P   2015-01-27
APACHE CORP COM P   2015-01-28
LAZARD EMERGING MARKETS EQUITY P   2015-01-29
TRIUMPH GROUP INC NEW COM P   2015-02-10
TRIUMPH GROUP INC NEW COM P   2015-02-10
TRIUMPH GROUP INC NEW COM P   2015-02-10
RIDGEWORTH CLASSIC SEIX FLOATING P   2015-02-24
US TREASURY NOTE P   2015-02-25
AVALONBAY CMNTYS INC COM P   2015-02-11
AVALONBAY CMNTYS INC COM P   2015-02-12
INVESCO SHORT TERM LIQUID ASSET FUND P   2015-02-12
INVESCO SHORT TERM LIQUID ASSET FUND P   2015-02-20
INVESCO SHORT TERM LIQUID ASSET FUND P   2015-02-26
INVESCO SHORT TERM LIQUID ASSET FUND P   2015-02-11
INVESCO SHORT TERM LIQUID ASSET FUND P   2015-02-27
CHECK POINT SOFTWARE TECH COM P   2015-02-27
MEDTRONIC PLC SHS P   2015-02-27
EXPRESS SCRIPTS HLDG CO COM P   2015-03-03
EXPRESS SCRIPTS HLDG CO COM P   2015-03-03
HOME DEPOT INC COM P   2015-03-03
PETSMART INC COM P   2015-03-05
VISA INC COM CL A P   2015-03-11
CELANESE CORP DEL COM SER A P   2015-03-11
DIRECTV COM P   2015-03-17
DIRECTV COM P   2015-03-17
MYLAN LABS INC COM P   2015-03-02
SIGMA ALDRICH CORP COM P   2015-03-23
TJX COS INC NEW P   2015-03-30
INVESCO SHORT TERM LIQUID ASSET FUND P   2015-03-03
INVESCO SHORT TERM LIQUID ASSET FUND P   2015-03-06
INVESCO SHORT TERM LIQUID ASSET FUND P   2015-03-18
INVESCO SHORT TERM LIQUID ASSET FUND P   2015-03-19
INVESCO SHORT TERM LIQUID ASSET FUND P   2015-03-20
INVESCO SHORT TERM LIQUID ASSET FUND P   2015-03-23
INVESCO SHORT TERM LIQUID ASSET FUND P   2015-03-23
INVESCO SHORT TERM LIQUID ASSET FUND P   2015-03-25
ACTAVIS PLC SHS P   2015-04-28
AETNA INC NEW COM P   2015-04-20
AETNA INC NEW COM P   2015-04-28
ALKERMES PLC SHS P   2015-04-20
ALLIANCE DATA SYSTEMS CORP COM P   2015-04-20
ALLIANCE DATA SYSTEMS CORP COM P   2015-04-28
ALTERA CORP COM P   2015-04-20
AMAZON.COM INC COM P   2015-04-28
AMERICAN EXPRESS CO COM P   2015-04-28
AMERICAN TOWER CORPORATION P   2015-04-20
AMERIPRISE FINL INC COM P   2015-04-20
AMERISOURCEBERGEN CORP COM P   2015-04-20
AMETEK INC NEW COM P   2015-04-20
AMPHENOL CORP CL A P   2015-04-20
ANADARKO PETE CORP COM P   2015-04-28
ANSYS INC COM P   2015-04-20
APPLE INC COM P   2015-04-28
ASHLAND INC NEW COM P   2015-04-20
AUTOMATIC DATA PROCESSING INC COM P   2015-04-28
AUTONATION INC COM P   2015-04-20
AUTOZONE INC COM P   2015-04-20
AVAGO TECHNOLOGIES LTD SHS P   2015-04-20
BANK OF AMERICA CORP COM P   2015-04-28
BED BATH BEYOND INC COM P   2015-04-20
BERRY PLASTICS GROUP INC COM P   2015-04-20
BLACKROCK INC COM P   2015-04-28
BOEING CO COM P   2015-04-28
BROWN FORMAN CORP CL B P   2015-04-20
CAPITAL ONE FINL CORP COM P   2015-04-28
CARDTRONICS INC COM P   2015-04-20
CARTER INC COM P   2015-04-20
CATAMARAN CORP COM P   2015-04-20
CELANESE CORP DEL COM SER A P   2015-04-20
CELANESE CORP DEL COM SER A P   2015-04-20
CHARTER COMMUNICATIONS INC DEL CL A P   2015-04-20
CHECK POINT SOFTWARE TECH COM P   2015-04-20
CHURCH & DWIGHT INC COM P   2015-04-20
CISCO SYS INC COM P   2015-04-28
CITIGROUP INC COM NEW P   2015-04-28
CITRIX SYS INC COM P   2015-04-20
CITRIX SYS INC COM P   2015-04-28
COGNIZANT TECH SOLUTIONS CRP COM P   2015-04-20
COLGATE PALMOLIVE CO COM P   2015-04-28
COMCAST CORP CL A P   2015-04-28
COMCAST CORP CL A P   2015-04-30
CONCHO RES INC COM P   2015-04-20
CROWN HLDGS INC COM P   2015-04-20
CVS HEALTH CORP COM P   2015-04-28
DANAHER CORP COM P   2015-04-28
DELPHI AUTOMOTIVE PLC SHS P   2015-04-20
DICKS SPORTING GOODS INC OCCOM P   2015-04-20
DISCOVERY COMMUNICATNS NEW COM SER C P   2015-04-20
DISNEY WALT CO COM P   2015-04-28
DOLLAR GEN CORP NEW COM P   2015-04-28
DOLLAR TREE INC COM P   2015-04-20
E M C CORP MASS COM P   2015-04-28
ENVISION HEALTHCARE HLDGS INC COM P   2015-04-20
EPAM SYS INC COM P   2015-04-20
EQT CORP COM P   2015-04-20
EQUINIX INC COM PAR P   2015-04-20
EXPRESS SCRIPTS HLDG CO COM P   2015-04-28
FIDELITY NATL INFORMATION SVCS INC P   2015-04-20
FIDELITY NATL INFORMATION SVCS INC P   2015-04-28
FISERV INC COM P   2015-04-20
FISERV INC COM P   2015-04-28
FLUOR CORP NEW COM P   2015-04-20
FMC CORP COM NEW P   2015-04-20
FOOT LOCKER INC COM P   2015-04-20
GAMESTOP CORP NEW CL A P   2015-04-20
GENERAL ELEC CO COM P   2015-04-28
GOOGLE INC CL A P   2015-04-28
GOOGLE INC CL C P   2015-04-28
GRAINGER W W INC COM P   2015-04-20
HCA HOLDINGS INC COM P   2015-04-20
HEALTHSOUTH CORP COM NEW P   2015-04-20
HOME DEPOT INC COM P   2015-04-28
HUBBELL INC CL B P   2015-04-20
HUMANA INC COM P   2015-04-20
IHS INC CL A P   2015-04-20
INTERCONTINENTAL EXCHANGE, INC COM P   2015-04-20
INTERNATIONAL FLAVORS & FRAGRANCES P   2015-04-20
INVESCO SHORT TERM LIQUID ASSET FUND P   2015-04-06
INVESCO SHORT TERM LIQUID ASSET FUND P   2015-04-07
INVESCO SHORT TERM LIQUID ASSET FUND P   2015-04-21
INVESCO SHORT TERM LIQUID ASSET FUND P   2015-04-28
INVESCO SHORT TERM LIQUID ASSET FUND P   2015-04-30
JAZZ PHARMACEUTICALS PLC SHS USD P   2015-04-20
JOHNSON & JOHNSON COM P   2015-04-28
JONES LANG LASALLE INC COM P   2015-04-20
JPMORGAN CHASE & CO COM P   2015-04-28
KANSAS CITY SOUTHERN COM P   2015-04-20
LKQ CORP COM P   2015-04-20
MACYS INC COM P   2015-04-28
MARATHON OIL CORP COM P   2015-04-28
MARRIOTT INTERNATIONAL CL A P   2015-04-20
MEDIVATION INC COM P   2015-04-20
MEDNAX INC COM P   2015-04-20
MEDTRONIC PLC SHS P   2015-04-28
MERCK & CO INC NEW COM P   2015-04-28
MICROCHIP TECHNOLOGY INC COM P   2015-04-20
MICROSOFT CORP COM P   2015-04-28
MOHAWK INDS INC COM P   2015-04-20
MONSTER BEVERAGE CORP COM P   2015-04-20
MYLAN N V SHS EURO P   2015-04-20
NOBLE ENERGY INC COM P   2015-04-20
NXP SEMICONDUCTORS N V COM P   2015-04-20
OMNICOM GROUP INC COM P   2015-04-28
ORACLE CORP COM P   2015-04-28
PANERA BREAD CO CL A P   2015-04-20
PENTAIR PLC SHS P   2015-04-20
PEPSICO INC COM P   2015-04-28
PIONEER NAT RES CO COM P   2015-04-20
POLARIS INDS INC COM P   2015-04-20
PRAXAIR INC COM P   2015-04-28
PRICE T ROWE GROUP INC COM P   2015-04-20
PRUDENTIAL FINL INC COM P   2015-04-28
REGENERON PHARMACEUTICALS COM P   2015-04-20
REXNORD CORP NEW COM P   2015-04-20
ROPER INDS INC NEW COM P   2015-04-20
ROSS STORES INC COM P   2015-04-20
SBA COMMUNICATIONS CORP COM P   2015-04-20
SKYWORKS SOLUTIONS INC COM P   2015-04-20
STERICYCLE INC COM P   2015-04-20
STRYKER CORP COM P   2015-04-28
TD AMERITRADE HLDG CORP COM P   2015-04-20
TE CONNECTIVITY LTD REG SHS P   2015-04-20
TEAM HEALTH HOLDINGS INC COM P   2015-04-20
TIMKEN CO COM P   2015-04-20
TJX COS INC NEW COM P   2015-04-28
TRACTOR SUPPLY CO COM P   2015-04-20
TYCO INTL PLC SHS P   2015-04-28
UNION PAC CORP COM P   2015-04-28
UNITED TECHNOLOGIES CORP COM P   2015-04-28
UNITEDHEALTH GROUP INC COM P   2015-04-28
UNIVERSAL HLTH SVCS INC CL B P   2015-04-20
US BANCORP DEL COM NEW P   2015-04-28
US TREASURY NOTE P   2015-04-29
VANTIV INC CL A P   2015-04-20
VERIZON COMMUNICATIONS INC COM P   2015-04-28
VF CORP COM P   2015-04-28
VISA INC COM CL A P   2015-04-28
WABTEC CORP COM P   2015-04-20
WELLS FARGO & CO NEW COM P   2015-04-28
WEX INC COM P   2015-04-20
WHIRLPOOL CORP COM P   2015-04-20
WILLIAMS COS INC COM P   2015-04-28
GOOGLE INC CL C P   2015-05-11
MEDTRONIC INC COM P   2015-05-13
INVESCO SHORT TERM LIQUID ASSET FUND P   2015-05-28
FLUOR CORP NEW COM P   2015-05-29
Capital Gains Dividends P    
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 11,931   11,931 0
b 55,000   55,000 0
c 5,000   5,000 0
d 54,765   54,765 0
e 12,003   12,003 0
1,911   1,846 65
1,617   1,617 0
5,645   3,769 1,876
9,725   9,725 0
346   271 75
9,190   8,229 961
22,691   22,438 253
29,016   11,451 17,565
28,538   11,451 17,087
57,694   57,694 0
91,306   91,306 0
50,000   50,000 0
12,890   11,188 1,702
5,829   5,045 784
4,411   1,880 2,531
9,060   7,502 1,558
7,365   4,538 2,827
25,888   25,888 0
1,647   1,647 0
5,454   5,454 0
29,572   11,451 18,121
30,052   11,451 18,601
7,006   7,006 0
12,698   4,212 8,486
3,755   1,791 1,964
26,800   26,800 0
9,021   6,206 2,815
26,800   26,800 0
21   16 5
2,319   1,503 816
12,401   4,538 7,863
10,413   3,460 6,953
758   462 296
28,439   27,279 1,160
526   534 -8
8,813   5,532 3,281
19,636   10,855 8,781
690   690 0
13,000   13,000 0
13,137   13,137 0
32,824   32,824 0
1,608   1,608 0
25,000   25,000 0
4,450   4,450 0
2,661   2,661 0
19,434   14,135 5,299
11,641   6,844 4,797
1,247   1,011 236
2,182   1,416 766
10,740   8,125 2,615
50   37 13
2,196   1,606 590
12,045   12,045 0
447   309 138
16,865   16,865 0
2,281   1,583 698
1,646   1,646 0
12,344   11,508 836
6,011   6,858 -847
9   9 0
1,315   1,131 184
139   140 -1
5,312   3,334 1,978
3,801   3,165 636
2,507   1,836 671
7,590   5,458 2,132
513   363 150
1,370   957 413
3,611   3,081 530
1,265   1,265 0
393   393 0
      0
1,310   1,310 0
12,803   12,803 0
1,621   1,621 0
1,023   1,023 0
21,911   21,979 -68
15,567   14,371 1,196
2,301   2,022 279
3,388   3,298 90
5,177   2,287 2,890
12,622   8,832 3,790
1,310   1,310 0
13,348   13,348 0
1,645   1,645 0
75,434   79,297 -3,863
172   169 3
672   672 0
166   166 0
244   244 0
1,674   1,674 0
24,100   24,100 0
3,393   2,295 1,098
24,131   24,131 0
8,235   3,162 5,073
3,761   3,761 0
1,663   1,663 0
51,071   51,071 0
5,780   5,780 0
1,902   1,902 0
84,086   46,280 37,806
23,387   29,853 -6,466
21,491   23,662 -2,171
1,623   1,505 118
3,183   2,532 651
3,315   4,141 -826
293,337   298,000 -4,663
61,420   63,261 -1,841
13,766   10,135 3,631
9,313   6,818 2,495
1,310   1,310 0
1,652   1,652 0
387,929   387,929 0
20,531   20,531 0
51,184   51,184 0
30,280   17,070 13,210
54   52 2
4,645   3,569 1,076
9,703   7,079 2,624
12,688   8,789 3,899
10,614   4,823 5,791
22,986   9,216 13,770
4,089   3,217 872
5,241   3,403 1,838
14,519   8,953 5,566
14,888   13,032 1,856
69,044   27,260 41,784
14,506   9,916 4,590
1,507   1,507 0
5,633   5,633 0
30,000   30,000 0
18,500   18,500 0
1,672   1,672 0
34,773   34,773 0
1   1 0
9,000   9,000 0
1,486   1,451 35
1,166   547 619
2,718   1,879 839
569   284 285
2,107   1,105 1,002
1,554   1,361 193
785   667 118
1,938   1,612 326
1,169   1,215 -46
669   554 115
1,167   602 565
1,593   630 963
1,121   863 258
770   442 328
2,346   2,343 3
702   592 110
4,544   2,688 1,856
512   400 112
2,571   2,026 545
779   538 241
2,082   1,118 964
1,887   518 1,369
2,356   2,471 -115
874   885 -11
803   391 412
1,855   1,575 280
2,252   1,803 449
838   581 257
2,459   2,219 240
794   592 202
567   540 27
835   734 101
1,267   1,002 265
4,894   2,926 1,968
571   247 324
1,265   856 409
863   570 293
2,292   1,945 347
1,595   1,507 88
394   423 -29
1,359   1,343 16
2,069   1,291 778
1,383   1,295 88
3,578   2,878 700
10,963   6,467 4,496
749   559 190
713   499 214
2,522   1,799 723
2,537   2,247 290
587   480 107
516   420 96
604   596 8
1,639   1,197 442
1,905   1,432 473
1,548   921 627
2,530   2,599 -69
676   616 60
1,079   580 499
613   629 -16
483   444 39
3,462   3,011 451
578   334 244
1,289   1,068 221
1,974   1,036 938
1,990   1,425 565
431   462 -31
538   554 -16
851   501 350
569   345 224
3,095   2,944 151
2,793   2,187 606
2,734   2,180 554
963   866 97
714   620 94
963   504 459
2,285   1,598 687
555   527 28
1,061   450 611
498   410 88
693   405 288
832   574 258
13,957   13,957 0
11,436   11,436 0
1,680   1,680 0
3,156   3,156 0
4,732   4,732 0
560   460 100
2,013   1,919 94
665   366 299
2,833   2,663 170
634   567 67
592   624 -32
2,363   2,229 134
1,376   1,623 -247
1,268   641 627
1,439   790 649
1,246   744 502
3,540   3,479 61
1,733   1,702 31
997   649 348
2,381   2,278 103
911   515 396
1,655   642 1,013
1,009   866 143
478   486 -8
1,609   680 929
1,557   1,462 95
3,041   2,879 162
489   507 -18
520   630 -110
1,916   1,654 262
895   583 312
566   502 64
1,832   1,964 -132
662   576 86
2,444   2,721 -277
455   176 279
472   480 -8
1,196   888 308
1,040   648 392
1,195   750 445
1,251   284 967
847   568 279
1,944   1,630 314
778   677 101
708   635 73
1,045   644 401
380   339 41
1,994   1,819 175
867   473 394
1,070   1,091 -21
1,095   940 155
1,765   1,752 13
2,955   2,052 903
1,092   853 239
2,144   2,052 92
61,532   63,192 -1,660
1,097   753 344
2,246   2,146 100
1,483   1,244 239
1,016   807 209
482   410 72
2,473   2,201 272
783   554 229
972   645 327
3,152   2,356 796
874   69 805
20,007   16,817 3,190
326,599   326,599 0
6,629   7,021 -392
20,273     20,273
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       0
b       0
c       0
d       0
e       0
      65
      0
      1,876
      0
      75
      961
      253
      17,565
      17,087
      0
      0
      0
      1,702
      784
      2,531
      1,558
      2,827
      0
      0
      0
      18,121
      18,601
      0
      8,486
      1,964
      0
      2,815
      0
      5
      816
      7,863
      6,953
      296
      1,160
      -8
      3,281
      8,781
      0
      0
      0
      0
      0
      0
      0
      0
      5,299
      4,797
      236
      766
      2,615
      13
      590
      0
      138
      0
      698
      0
      836
      -847
      0
      184
      -1
      1,978
      636
      671
      2,132
      150
      413
      530
      0
      0
      0
      0
      0
      0
      0
      -68
      1,196
      279
      90
      2,890
      3,790
      0
      0
      0
      -3,863
      3
      0
      0
      0
      0
      0
      1,098
      0
      5,073
      0
      0
      0
      0
      0
      37,806
      -6,466
      -2,171
      118
      651
      -826
      -4,663
      -1,841
      3,631
      2,495
      0
      0
      0
      0
      0
      13,210
      2
      1,076
      2,624
      3,899
      5,791
      13,770
      872
      1,838
      5,566
      1,856
      41,784
      4,590
      0
      0
      0
      0
      0
      0
      0
      0
      35
      619
      839
      285
      1,002
      193
      118
      326
      -46
      115
      565
      963
      258
      328
      3
      110
      1,856
      112
      545
      241
      964
      1,369
      -115
      -11
      412
      280
      449
      257
      240
      202
      27
      101
      265
      1,968
      324
      409
      293
      347
      88
      -29
      16
      778
      88
      700
      4,496
      190
      214
      723
      290
      107
      96
      8
      442
      473
      627
      -69
      60
      499
      -16
      39
      451
      244
      221
      938
      565
      -31
      -16
      350
      224
      151
      606
      554
      97
      94
      459
      687
      28
      611
      88
      288
      258
      0
      0
      0
      0
      0
      100
      94
      299
      170
      67
      -32
      134
      -247
      627
      649
      502
      61
      31
      348
      103
      396
      1,013
      143
      -8
      929
      95
      162
      -18
      -110
      262
      312
      64
      -132
      86
      -277
      279
      -8
      308
      392
      445
      967
      279
      314
      101
      73
      401
      41
      175
      394
      -21
      155
      13
      903
      239
      92
      -1,660
      344
      100
      239
      209
      72
      272
      229
      327
      796
      805
      3,190
      0
      -392
      20,273
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 2 353,456
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 297,000 6,404,767 0.046372
2012 295,352 5,999,439 0.049230
2011 282,508 6,023,134 0.046904
2010 269,203 5,801,269 0.046404
2009 276,843 5,570,865 0.049695
2 Total of line 1, column (d) ...................... 2 0.238605
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 0.047721
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 7,016,548
5 Multiply line 4 by line 3....................... 5 334,837
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 4,672
7 Add lines 5 and 6......................... 7 339,509
8 Enter qualifying distributions from Part XII, line 4.............. 8 315,536
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 9,345
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 9,345
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 9,345
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 5,240
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 5,240
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 4,105
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)
    bulletMD
    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 ofbulletEileen C Shapiro Telephone no.bullet (617) 868-7898
    Located atbullet975 Memorial DriveCambridgeMA ZIP+4bullet02138
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 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
    Eileen C Shapiro President, Treasurer
    0.00
    0 0 0
    975 Memorial Drive Apt 804
    Cambridge,MA02138
    Reuben E Eaves Vice-President, Secretary
    0.00
    0 0 0
    975 Memorial Drive Apt 804
    Cambridge,MA02138
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    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
    6,897,315
    b
    Average of monthly cash balances.......................
    1b
    226,084
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,123,399
    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
    7,123,399
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    106,851
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    7,016,548
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    350,827
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    350,827
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    9,345
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    9,345
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    341,482
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    341,482
    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
    341,482
    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
    315,536
    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
    315,536
    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
    315,536
    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 7 341,482
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 314,556
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012.......  
    e From 2013.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 315,536
    a Applied to 2013, but not more than line 2a 314,556
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    Click to see attachment0
    c Treated as distributions out of corpus (Election
    required—see instructions).........
    0
    d Applied to 2014 distributable amount..... 980
    e Remaining amount distributed out of corpus 0
    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 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 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 ..........
    340,502
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013....  
    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).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Eileen C Shapiro
    975 Memorial Drive Apt 804
    Cambridge,MA02138
    (410) 561-4411
    bThe form in which applications should be submitted and information and materials they should include:
    Letter form
    cAny submission deadlines:
    None
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Charitable - Cultural Institutions
    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
    Boston Landmarks Orchestra
    168 Brattle St
    Cambridge,MA02138
    None 501(c)(3) Educational 2,000
    Boston Symphony Orchestra
    301 Massachusetts Ave
    Boston,MA02115
    None 501(c)(3) Educational 12,000
    Camp Harbor View Foundation Inc
    200 Clarendon St 60th Floor
    Boston,MA02116
    None 501(c)(3) Educational 1,500
    Cape and Islands United Way
    749 Main Street
    Hyannis,MA02601
    None 501(c)(3) Charitable 5,000
    Catholic Schools Foundation Inc
    260 Franklin St Ste 630
    Boston,MA02110
    None 501(c)(3) Educational 41,000
    Charles River Conservancy
    4 Brattle St
    Cambridge,MA02138
    None 501(c)(3) Educational 5,000
    Charles River Watershed Association Inc
    190 Park Rd
    Weston,MA024932256
    None 501(c)(3) Educational 3,000
    Chatham Marconi Maritime Center Inc
    PO Box 421
    North Chatham,MA02650
    None 501(c)(3) Educational 3,000
    Fisher House Foundation
    111 Rockville Pike Suite 420
    Rockville,MD20850
    None 501(c)(3) Charitable 5,000
    Franklin W Olin College of Engineering
    Milas Hall 204 Olin Way
    Needham,MA024951200
    None 501(c)(3) Educational 55,000
    Harvard Medical School - Neurobiology Graduate Fellowship Fund
    401 Park Dr Suite 22
    Boston,MA02215
    None 501(c)(3) Educational 57,500
    Injured Marine Semper Fi Fund
    Wounded Warrior Center Building H49
    Camp Pendleton,CA92055
    None 501(c)(3) Charitable 10,000
    Johns Hopkins University - Whiting School of Engineering
    3400 N Charles St
    Baltimore,MD212182694
    None 501(c)(3) Educational 15,000
    Lourdes-Noreen McKeen Residence
    315 S Flager Dr
    West Palm Beach,FL334015613
    None 501(c)(3) Charitable 5,000
    Massachusetts General Hospital - Division of Trauma
    165 Cambridge St Ste 600
    Boston,MA02114
    None 501(c)(3) Medical 5,000
    Mount Auburn Hospital
    330 Mt Auburn St
    Cambridge,MA02138
    None 501(c)(3) Medical 15,000
    Museum of Science
    1 Science Park
    Boston,MA02114
    None 501(c)(3) Educational 8,500
    Pine Street Inn
    444 Harrison Ave
    Boston,MA021182404
    None 501(c)(3) Educational 22,546
    Red Sox Foundation
    4 Yawkey Way
    Boston,MA02215
    None 501(c)(3) Charitable 1,000
    St Francis House - Endowment Fund
    39 Boylston Street
    Boston,MA02116
    None 501(c)(3) Charitable 12,500
    United Service Organizations Inc
    PO Box 96860
    Washington,DC200877677
    None 501(c)(3) Charitable 10,000
    United Way of Massachusetts Bay - Family Financial Stability Fund
    51 Sleeper St
    Boston,MA022101208
    None 501(c)(3) Charitable 12,500
    Boston Public Library
    700 Boylston St
    Boston,MA02216
    None 501(c)(3) Educational 1,000
    Catie's Closet
    19 School St
    Dracut,MA01826
    None 501(c)(3) Charitable 2,000
    Harvard Art Museum
    32 Quincy St
    Cambridge,MA02138
    None 501(c)(3) Educational 5,490
    Total .................................bullet 3a 315,536
    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 ............
             
    4 Dividends and interest from securities....     14 140,325  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............
             
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............
        18 353,456  
    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).. 0 493,781 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13493,781
    (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:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2014
    Name of the organization
    Albert Shapiro Fund Inc co Eileen C Shapiro
     
    Employer identification number

    52-1300277
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 2
    Name of organization
    Albert Shapiro Fund Inc co Eileen C Shapiro
     
    Employer identification number

    52-1300277
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
     
     

    Eileen Shapiro  
    975 Memorial Drive 804
     
    Cambridge, MA02138

    $27,260


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 3
    Name of organization
    Albert Shapiro Fund Inc co Eileen C Shapiro
     
    Employer identification number

    52-1300277
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    500 shares Sigma Aldrich $ 27,260 2015-03-16
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    Albert Shapiro Fund Inc co Eileen C Shapiro
     
    Employer identification number

    52-1300277
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2014 AccountingFeesSchedule
    Name:
    Albert Shapiro Fund Inc co Eileen C Shapiro
    EIN: 52-1300277
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting 4,450 4,450   0

    TY 2014 AppliedToPriorYearElection
    Name:
    Albert Shapiro Fund Inc co Eileen C Shapiro
    EIN: 52-1300277
    Election:
    Signed: __________________________________ ___________________ Date __________________________________ Name and Title

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    Albert Shapiro Fund Inc co Eileen C Shapiro
    EIN: 52-1300277
    Name of Bond End of Year Book Value End of Year Fair Market Value
    Corporate Bonds 664,360 657,037

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    Albert Shapiro Fund Inc co Eileen C Shapiro
    EIN: 52-1300277
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Securities Account 2,081,529 2,286,742

    TY 2014 InvestmentsGovtObligationsSch
    Name:
    Albert Shapiro Fund Inc co Eileen C Shapiro
    EIN: 52-1300277
    US Government Securities - End of Year Book Value:

    290,525
    US Government Securities - End of Year Fair Market Value:

    281,054
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2014 InvestmentsOtherSchedule2
    Name:
    Albert Shapiro Fund Inc co Eileen C Shapiro
    EIN: 52-1300277
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Alternative Assets AT COST 2,475,522 3,866,629

    TY 2014 LegalFeesSchedule
    Name:
    Albert Shapiro Fund Inc co Eileen C Shapiro
    EIN: 52-1300277
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Legal 1,265 1,265   0


    TY 2014 OtherExpensesSchedule
    Name:
    Albert Shapiro Fund Inc co Eileen C Shapiro
    EIN: 52-1300277
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Fees 19,819 19,819   0


    TY 2014 TaxesSchedule
    Name:
    Albert Shapiro Fund Inc co Eileen C Shapiro
    EIN: 52-1300277
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Federal Fiduciary Income Tax 7,901 0   0
    Foreign Tax Paid 5 0   0