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
THE EVANS FAMILY FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)31 ST JAMES AVE NO 740   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02116
A Employer identification number

04-3523698
B Telephone number (see instructions)

(617) 933-3620
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$2,150,302
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).............. 1,000,000
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 25,130 25,130  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 189,887
b Gross sales price for all assets on line 6a 2,037,003
7 Capital gain net income (from Part IV, line 2)... 216,766
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........ 1,215,017 241,896  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 10,495 10,495   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 15,250 250   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 10,449 10,449   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 36,194 21,194   0
25 Contributions, gifts, grants paid........ 1,630,000 1,630,000
26 Total expenses and disbursements. Add lines 24 and 25 1,666,194 21,194   1,630,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -451,177
b Net investment income (if negative, enter -0-) 220,702
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............... 537,105 1,391,855 1,391,855
2 Savings and temporary cash investments.......... 50,333 19,948 20,216
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)........      
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) Click to see attachment1,978,470 Click to see attachment702,928 Click to see attachment738,231
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,565,908 2,114,731 2,150,302
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 2,565,908 2,114,731
30 Total net assets or fund balances (see instructions)...... 2,565,908 2,114,731
31 Total liabilities and net assets/fund balances (see instructions).. 2,565,908 2,114,731
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 2,565,908
2 Enter amount from Part I, line 27a..................... 2 -451,177
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 2,114,731
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 2,114,731
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 WISDOMTREE TRUST BRAZILIAN REAL STRATEGY FUND P 2013-10-09 2014-01-27
b ISHARES TR RUSSELL 2000 ETF P 2013-06-28 2014-02-06
c ISHARES TR RUSSELL 2000 ETF P 2012-11-05 2014-02-06
d ISHARES TR RUSSELL 2000 ETF P 2012-12-20 2014-02-06
e VANGUARD DIV APPRCIATION P 2011-02-01 2014-02-06
VANGUARD DIV APPRCIATION D 2011-02-01 2014-02-06
VANGUARD DIV APPRCIATION D 2010-03-17 2014-02-06
VANGUARD DIV APPRCIATION P 2010-06-02 2014-02-06
ISHARES MSCI GRMNY GERMA NY ETF P 2012-11-05 2014-02-12
ISHARES MSCI GRMNY GERMANY ETF P 2012-12-20 2014-02-12
POWERSHS QQQ TRUST SER 1 P 2012-12-20 2014-02-12
POWERSHS QQQ TRUST SER 1 P 2012-11-05 2014-02-12
WISDOMTREE ASIA ETF LOCAL DEBT FUND D 2012-12-18 2014-04-16
ISHARES TR BOND 1-3 YEAR CREDIT BOND ETF P 2014-02-06 2014-06-06
WISDOMTREE JPN HDGD EQTY JAPAN HEDGED EQUITY FUN D P 2013-01-17 2014-06-06
WISDOMTREE JPN HDGD EQTY JAPAN HEDGED EQUITY FUND P 2013-02-06 2014-06-06
ISHARES MSCI UTD KINGDM UNITED KINGDOM ETF P 2013-06-28 2014-06-12
S P D R S&P 500 ETF TR EXPIRING 01/22/2118 P 2013-02-20 2014-06-12
VANGUARD TOTAL STOCK MKT P 2011-05-31 2014-06-12
VANGUARD TOTAL STOCK MKT D 2011-05-31 2014-06-12
EGSHARES ETF EMERGING MA RKETS CONSUMER P 2012-12-20 2014-06-17
EGSHARES ETF EMERGING MARKETS CONSUMER P 2012-12-06 2014-06-17
GLOBAL X ETF NEXT EMERGING & FRONTIER P 2014-04-16 2014-06-17
ISHARES ETF AAA- A RATED CORPORATE BOND P 2012-12-20 2014-06-17
ISHARES ETF AAA- A RATED CORPORATE BOND P 2012-11-05 2014-06-17
ISHARES GOLD TRUST P 2013-02-06 2014-06-17
ISHARES GOLD TRUST P 2012-12-20 2014-06-17
ISHARES GOLD TRUST P 2012-11-05 2014-06-17
ISHARES GOLD TRUST P 2011-12-08 2014-06-17
ISHARES MSCI ETF INDIA ETF P 2014-06-06 2014-06-17
ISHARES MSCI GRMNY GERMA NY ETF P 2013-06-28 2014-06-17
ISHARES MSCI GRMNY GERMANY ETF P 2012-12-20 2014-06-17
ISHARES MSCI UTD KINGDM UNITED KINGDOM ETF P 2013-06-28 2014-06-17
ISHARES TR BOND 7-10 YEA R TREAS BOND ETF P 2012-12-20 2014-06-17
ISHARES TR BOND 7-10 YEA R TREAS BOND ETF D 2011-05-31 2014-06-17
ISHARES TR BOND 7-10 YEAR TREAS BOND ETF P 2012-11-05 2014-06-17
ISHARES TR RUSSELL 2000 ETF P 2013-06-28 2014-06-17
ISHARES TR TIPS BOND ETF D 2012-12-18 2014-06-17
ISHARES TR TIPS BOND ETF P 2012-12-20 2014-06-17
ISHARES TR TIPS BOND ETF P 2012-11-05 2014-06-17
ISHARES TR TIPS BOND ETF P 2012-02-02 2014-06-17
PIMCO ETF 0-5 YR HIGH YI ELD CORP BOND INDEX EXC H ANGE P 2014-02-06 2014-06-17
PIMCO ETF 0-5 YR HIGH YI ELD CORP BOND INDEX EXC H ANGE P 2013-06-25 2014-06-17
PIMCO ETF 0-5 YR HIGH YI ELD CORP BOND INDEX EXCH ANGE P 2013-02-25 2014-06-17
PIMCO ETF 0-5 YR HIGH YIELD CORP BOND INDEX EXCHANGE P 2013-02-06 2014-06-17
POWERSHARES S&P ETF 500 LOW VOLATILITY PORTFOLIO P 2012-12-20 2014-06-17
POWERSHS DB COMMDTY INDX P 2012-12-20 2014-06-17
POWERSHS DB COMMDTY INDX P 2012-11-05 2014-06-17
POWERSHS DB COMMDTY INDX P 2012-06-06 2014-06-17
POWERSHS DB COMMDTY INDX P 2011-02-01 2014-06-17
POWERSHS DB COMMDTY INDX D 2010-02-02 2014-06-17
POWERSHS QQQ TRUST SER 1 P 2012-12-20 2014-06-17
S P D R S&P 500 ETF TR E XPIRING 01/22/2118 P 2013-06-28 2014-06-17
S P D R S&P 500 ETF TR EXPIRING 01/22/2118 P 2013-02-20 2014-06-17
SPDR BARCLAYS ETF 1-3 YE AR US CORP INVESTMENT GR ADE INDEX P 2012-12-20 2014-06-17
SPDR BARCLAYS ETF 1-3 YEAR US CORP INVESTMENT GRADE INDEX P 2013-06-25 2014-06-17
VANGUARD BOND INDEX FUND TOTAL BOND MARKET ETF P 2012-12-20 2014-06-17
VANGUARD BOND INDEX FUND TOTAL BOND MARKET ETF P 2012-11-05 2014-06-17
VANGUARD BOND INDEX FUND TOTAL BOND MARKET ETF P 2012-02-02 2014-06-17
VANGUARD BOND INDEX FUND TOTAL BOND MARKET ETF D 2011-02-01 2014-06-17
VANGUARD BOND INDEX FUND TOTAL BOND MARKET ETF P 2011-02-01 2014-06-17
VANGUARD BOND INDEX FUND TOTAL BOND MARKET ETF D 2010-06-02 2014-06-17
VANGUARD DIV APPRCIATION P 2014-06-06 2014-06-17
VANGUARD DIV APPRCIATION P 2012-12-20 2014-06-17
VANGUARD DIV APPRCIATION P 2012-11-05 2014-06-17
VANGUARD DIV APPRCIATION D 2011-10-05 2014-06-17
VANGUARD DIV APPRCIATION P 2011-10-05 2014-06-17
VANGUARD DIV APPRCIATION D 2011-02-01 2014-06-17
VANGUARD FTSE EMERGING M ARKETS ETF P 2012-11-05 2014-06-17
VANGUARD FTSE EMERGING M ARKETS ETF P 2011-10-05 2014-06-17
VANGUARD FTSE EMERGING M ARKETS ETF D 2011-10-05 2014-06-17
VANGUARD FTSE EMERGING MARKETS ETF P 2011-06-14 2014-06-17
VANGUARD FTSE ETF DEVELO PED MARKETS P 2012-12-20 2014-06-17
VANGUARD FTSE ETF DEVELO PED MARKETS P 2012-06-06 2014-06-17
VANGUARD FTSE ETF DEVELOPED MARKETS P 2012-11-05 2014-06-17
VANGUARD INTL EQTY ETF GLOBAL EX-US REAL ESTATE P 2013-10-09 2014-06-17
VANGUARD REIT P 2014-06-06 2014-06-17
VANGUARD REIT P 2012-12-20 2014-06-17
VANGUARD TOTAL STOCK MKT P 2012-11-05 2014-06-17
VANGUARD TOTAL STOCK MKT P 2011-10-05 2014-06-17
VANGUARD TOTAL STOCK MKT D 2011-10-05 2014-06-17
VANGUARD TOTAL STOCK MKT D 2011-05-31 2014-06-17
WISDOMTREE ASIA ETF LOCA L DEBT FUND D 2012-12-18 2014-06-17
WISDOMTREE ASIA ETF LOCA L DEBT FUND P 2012-12-20 2014-06-17
WISDOMTREE ASIA ETF LOCAL DEBT FUND P 2012-11-05 2014-06-17
WISDOMTREE JPN HDGD EQTY JAPAN HEDGED EQUITY FUND P 2013-02-06 2014-06-17
PIMCO ETF 0-5 YR HIGH YIELD CORP BOND INDEX EXCHANGE P 2014-02-06 2014-07-10
WISDOMTREE JPN HDGD EQTY JAPAN HEDGED EQUITY FUND P 2013-02-06 2014-07-10
ISHARES MSCI GRMNY GERMANY ETF P 2013-06-28 2014-08-20
ISHARES MSCI UTD KINGDM P 2013-06-28 2014-10-09
POWERSHS QQQ TRUST SER 1 P 2012-12-20 2014-10-23
VANGUARD BOND INDEX FUND TOTAL BOND MARKET ETF P 2012-02-02 2014-10-23
VANGUARD REIT P 2014-06-06 2014-10-23
CHARLES SCWHAB - WASH SALES P 2013-01-01 2014-12-31
VANGUARD BOND INDEX FUND P 2013-01-01 2014-04-07
PIMCO ETF P 2014-01-01 2014-12-16
PIMCO ETF P 2013-01-01 2014-12-16
VANGUARD BOND INDEX FUND P 2013-01-01 2014-12-30
VANGUARD BOND INDEX FUND P 2014-12-01 2014-12-30
(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 58,210   62,771 -4,561
b 876   782 94
c 8,429   6,296 2,133
d 61,742   47,669 14,073
e 8,078   6,123 1,955
8,007   6,069 1,938
36,066   24,875 11,191
15,022   9,806 5,216
16,162   11,923 4,239
3,313   2,647 666
21,064   15,716 5,348
889   654 235
26,086   26,086 0
127,851   127,940 -89
45,689   35,608 10,081
27,005   22,855 4,150
6,792   5,516 1,276
10,469   8,231 2,238
2,309   1,605 704
4,517   3,141 1,376
12,762   12,409 353
8,372   7,899 473
21,863   21,671 192
16,655   17,035 -380
9,451   9,721 -270
2,856   3,786 -930
30,334   39,497 -9,163
16,176   21,547 -5,371
6,697   9,204 -2,507
44,587   44,534 53
33,103   25,698 7,405
55,777   43,270 12,507
44,515   36,105 8,410
921   966 -45
29,998   28,310 1,688
13,822   14,563 -741
45,911   38,326 7,585
8,534   8,534 0
10,127   10,841 -714
23,214   24,904 -1,690
2,959   3,102 -143
20,418   20,232 186
26,512   25,328 1,184
14,753   14,169 584
42,761   41,640 1,121
48,263   38,673 9,590
4,851   5,049 -198
18,743   19,344 -601
4,215   4,010 205
4,851   5,265 -414
28,764   25,724 3,040
90,717   64,985 25,732
25,510   21,099 4,411
64,068   50,148 13,920
64,993   64,974 19
9,684   9,656 28
13,469   13,936 -467
64,653   67,256 -2,603
6,449   6,632 -183
20,980   20,551 429
20,245   19,831 414
8,735   8,592 143
9,466   9,501 -35
35,150   27,244 7,906
45,935   34,964 10,971
8,458   5,313 3,145
4,345   2,730 1,615
388   269 119
3,458   3,354 104
2,161   1,800 361
8,127   6,767 1,360
7,479   8,676 -1,197
37,502   30,866 6,636
5,394   3,762 1,632
17,681   13,711 3,970
27,602   27,246 356
24,376   25,011 -635
46,752   41,226 5,526
11,526   8,280 3,246
10,211   5,827 4,384
25,882   14,768 11,114
11,930   8,235 3,695
4,724   4,724 0
2,214   2,380 -166
15,058   16,111 -1,053
45,050   37,844 7,206
22,630   22,562 68
23,025   19,272 3,753
18,550   15,993 2,557
20,001   18,689 1,312
3,432   2,321 1,111
2,972   3,029 -57
2,468   2,433 35
1,744     1,744
19     19
192     192
85     85
92     92
80     80
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       -4,561
b       94
c       2,133
d       14,073
e       1,955
      1,938
      11,191
      5,216
      4,239
      666
      5,348
      235
      0
      -89
      10,081
      4,150
      1,276
      2,238
      704
      1,376
      353
      473
      192
      -380
      -270
      -930
      -9,163
      -5,371
      -2,507
      53
      7,405
      12,507
      8,410
      -45
      1,688
      -741
      7,585
      0
      -714
      -1,690
      -143
      186
      1,184
      584
      1,121
      9,590
      -198
      -601
      205
      -414
      3,040
      25,732
      4,411
      13,920
      19
      28
      -467
      -2,603
      -183
      429
      414
      143
      -35
      7,906
      10,971
      3,145
      1,615
      119
      104
      361
      1,360
      -1,197
      6,636
      1,632
      3,970
      356
      -635
      5,526
      3,246
      4,384
      11,114
      3,695
      0
      -166
      -1,053
      7,206
      68
      3,753
      2,557
      1,312
      1,111
      -57
      35
      1,744
      19
      192
      85
      92
      80
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 2 216,766
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 1,489,766 3,023,179 0.492781
2012 1,785,772 3,242,389 0.550758
2011 1,244,579 3,290,162 0.378273
2010 1,415,879 4,219,907 0.335524
2009 904,741 4,137,631 0.218662
2 Total of line 1, column (d) ...................... 2 1.975998
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 0.395200
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 1,973,912
5 Multiply line 4 by line 3....................... 5 780,090
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,207
7 Add lines 5 and 6......................... 7 782,297
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,630,000
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 2,207
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 2,207
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 2,207
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 19,054
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 19,054
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 16,847
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet16,847 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    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 ofbulletJACQUELINE MCCOY Telephone no.bullet (617) 933-3620
    Located atbullet31 ST JAMES AVENUE SUITE 740BOSTONMA ZIP+4bullet02116
    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
    BRUCE EVANS TRUSTEE
    0.00
    0 0 0
    31 ST JAMES AVE SUITE 740
    BOSTON,MA02116
    BRIDGITT EVANS TRUSTEE
    0.00
    0 0 0
    31 ST JAMES AVE SUITE 740
    BOSTON,MA02116
    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
    1,388,078
    b
    Average of monthly cash balances.......................
    1b
    615,894
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,003,972
    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
    2,003,972
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    30,060
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,973,912
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    98,696
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    98,696
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    2,207
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,207
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    96,489
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    96,489
    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
    96,489
    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
    1,630,000
    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
    1,630,000
    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
    2,207
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,627,793
    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 96,489
    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....... 703,341
    b From 2010....... 1,212,798
    c From 2011....... 1,082,937
    d From 2012....... 1,624,109
    e From 2013....... 1,344,075
    fTotal of lines 3a through e......... 5,967,260
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 1,630,000
    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..... 96,489
    e Remaining amount distributed out of corpus 1,533,511
    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 7,500,771
    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) ...
    703,341
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......
    6,797,430
    10 Analysis of line 9:
    a Excess from 2010.... 1,212,798
    b Excess from 2011.... 1,082,937
    c Excess from 2012.... 1,624,109
    d Excess from 2013.... 1,344,075
    e Excess from 2014.... 1,533,511
    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).)
    BRUCE EVANS
    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
    BRIGHAM & WOMENS
    116 HUNTINGTON AVENUE THIRD FLOOR
    BOSTON,MA02116
    NONE OTHER PUBLIC CHARITY GENERAL SUPPORT 10,000
    HARVARD BUSINESS SCHOOL
    124 MOUNT AUBURN STREET
    CAMBRIDGE,MA02138
    NONE OTHER PUBLIC CHARITY GENERAL SUPPORT 200,000
    INSTITUTE OF CONTEMPORARY ART
    100 NORTHERN AVENUE
    BOSTON,MA02210
    NONE OTHER PUBLIC CHARITY GENERAL SUPPORT 200,000
    INSTITUTE OF CONTEMPORARY ART
    100 NORTHERN AVENUE
    BOSTON,MA02210
    NONE OTHER PUBLIC CHARITY GENERAL SUPPORT 10,000
    MATCH SCHOOL
    1001 COMMONWEALTH AVENUE
    BOSTON,MA02215
    NONE OTHER PUBLIC CHARITY GENERAL SUPPORT 250,000
    ROSE KENNEDY GREENWAY CONSERVANCY
    185 KNEELAND STREET 7TH FLOOR
    BOSTON,MA02111
    NONE OTHER PUBLIC CHARITY GENERAL SUPPORT 5,000
    ROXBURY LATIN SCHOOL
    101 ST THERESA AVENUE
    WEST ROXBURY,MA02132
    NONE OTHER PUBLIC CHARITY GENERAL SUPPORT 200,000
    SUMMER SEARCH
    500 SANSOME STREET SUITE 350
    SAN FRANCISCO,CA94111
    NONE OTHER PUBLIC CHARITY GENERAL SUPPORT 5,000
    VANDERBILT UNIVERSITY
    2301 VANDERBILT PLACE
    NASHVILLE,TN37240
    NONE OTHER PUBLIC CHARITY GENERAL SUPPORT 500,000
    WINSOR SCHOOL
    PILGRIM ROAD
    BOSTON,MA02215
    NONE OTHER PUBLIC CHARITY GENERAL SUPPORT 250,000
    Total .................................bullet 3a 1,630,000
    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 25,130  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............
             
    7 Other investment income.....     14    
    8
    Gain or (loss) from sales of assets other than inventory .............
        18 189,887  
    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).. 0 215,017 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13215,017
    (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
    THE EVANS FAMILY FOUNDATION
     
    Employer identification number

    04-3523698
    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
    THE EVANS FAMILY FOUNDATION
     
    Employer identification number

    04-3523698
    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
     
     

    BRUCE R BRIDGITT B EVANS  
    31 ST JAMES AVENUE SUITE 740
     
    BOSTON, MA02116

    $1,000,000


    (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
    THE EVANS FAMILY FOUNDATION
     
    Employer identification number

    04-3523698
    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
     
    $    
    (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
    THE EVANS FAMILY FOUNDATION
     
    Employer identification number

    04-3523698
    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 OtherAssetsSchedule
    Name:
    THE EVANS FAMILY FOUNDATION
    EIN: 04-3523698
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ETFS 1,978,470 702,928 738,231


    TY 2014 OtherExpensesSchedule
    Name:
    THE EVANS FAMILY FOUNDATION
    EIN: 04-3523698
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSES 25 25   0
    POWERSHARES LOSSES REPORTED ON K-1 10,424 10,424   0


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    THE EVANS FAMILY FOUNDATION
    EIN: 04-3523698
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CAPITAL GUARDIAN 0 0   0
    CHARLES SCHWAB 10,495 10,495   0


    TY 2014 SubstantialContributorsSch
    Name:
    THE EVANS FAMILY FOUNDATION
    EIN: 04-3523698
    Name Address
    BRUCE R BRIDGITT B EVANS 31 ST JAMES AVE SUITE 740
    BOSTON,MA02116


    TY 2014 TaxesSchedule
    Name:
    THE EVANS FAMILY FOUNDATION
    EIN: 04-3523698
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAXES 15,000 0   0
    MASSACHUSETTS FEES 250 250   0