TY 2015 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Information about Form 990-PF and its instructions is at www.irs.gov/form990pf.

OMB No. 1545-0052

2015

Open to Public Inspection

For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015

Name of foundation
JUSTIN SMITH MORRILL SCHOLARSHIP FUND

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1330
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
HYANNIS, MA02601

A Employer identification number

27-6509486

B Telephone number (see instructions)

(877) 773-1229

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address changeName change

D 1. Foreign organizations, check here ............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trustOther taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$4,691,250J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)	2,750
2	Check Sch. B .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	89,209		89,209
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		127,794
b	Gross sales price for all assets on line 6a 3,601,595
7	Capital gain net income (from Part IV, line 2)...			127,794
8	Net short-term capital gain.........				0
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).......		381
12	Total. Add lines 1 through 11........	220,134		217,003
13	Compensation of officers, directors, trustees, etc.	52,257		52,257
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........					0
b	Accounting fees (attach schedule).......		725	725	0	0
c	Other professional fees (attach schedule)....					0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...		407	407		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......		70	70
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	53,459		53,459	0	0
25	Contributions, gifts, grants paid.......	439,250				439,250
26	Total expenses and disbursements. Add lines 24 and 25	492,709		53,459	0	439,250
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-272,575
b	Net investment income (if negative, enter -0-)			163,544
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2015)

Form 990-PF (2015)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	218,920	1,193,548	1,193,548
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts 0
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	1,354,946	1,382,616	1,372,153
	b	Investments—corporate stock (attach schedule).......	2,191,630	997,621	1,276,672
	c	Investments—corporate bonds (attach schedule).......	930,715	849,668	848,877
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........			0
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	4,696,211	4,423,453	4,691,250
	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 )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow SFAS 117, check here
		and complete lines 24 through 26 and lines 30 and 31.
	24	Unrestricted..................
	25	Temporarily restricted...............
	26	Permanently restricted...............
		Foundations that do not follow SFAS 117, check here
		and complete lines 27 through 31.
	27	Capital stock, trust principal, or current funds........	4,696,211	4,423,453
	28	Paid-in or capital surplus, or land, bldg., and equipment fund
	29	Retained earnings, accumulated income, endowment, or other funds
	30	Total net assets or fund balances (see instructions).....	4,696,211	4,423,453
	31	Total liabilities and net assets/fund balances (see instructions).	4,696,211	4,423,453

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

4,696,211

Enter amount from Part I, line 27a .....................

-272,575

Other increases not included in line 2 (itemize) bullet

588

Add lines 1, 2, and 3 ..........................

4,424,224

Decreases not included in line 2 (itemize) bullet

771

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .

4,423,453

Form 990-PF (2015)

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	172. CALIFORNIA RESOURCES CORPORATION		2013-11-26	2015-01-13
b	44. CALIFORNIA RESOURCES CORPORATION		2014-07-25	2015-01-13
c	120. AMERISOURCEBERGEN CORP		2014-06-13	2015-01-29
d	230. SMUCKER J M CO NEW		2013-11-26	2015-02-06
e	250. KOHL'S CORP		2013-11-26	2015-02-12
	210. CVS CORP		2013-11-26	2015-02-19
	100. APPLE COMPUTER, INC		2013-06-27	2015-02-20
	30000. AT&T INC 4.45% 05/15/2021 DTD 04/29/11		2013-08-14	2015-02-26
	20000. GEN ELEC CAP CORP 1.625% 07/02/2015 DTD 07/02/2012		2013-08-14	2015-02-26
	50000. WAL-MART STORES INC 1.50% 10/25/2015 DTD 10/25/10		2013-08-14	2015-02-26
	350. NATIONAL-OILWELL INC		2013-11-26	2015-03-17
	310. NATIONAL-OILWELL INC		2013-11-26	2015-03-18
	64000. COCA COLA CO 1.500% 11/15/2015 DTD 11/15/10		2013-08-13	2015-04-02
	340. CME GROUP INC		2013-11-26	2015-04-06
	454. EXXON MOBIL CORP COM		2011-05-09	2015-04-08
	270. AMERISOURCEBERGEN CORP		2014-05-19	2015-04-20
	40. BLACKROCK INC CL A		2013-11-26	2015-05-22
	370. CENTURYTEL INC COM		2013-11-26	2015-05-22
	490. COMCAST CORP SPECIAL CL A		2013-11-26	2015-05-22
	380. MARSH & MCLENNAN CORP		2013-11-26	2015-05-22
	250. MICROSOFT CORPORATION		2013-11-26	2015-05-27
	160. CHECK POINT SOFTWARE TECHNOLOGIES LTD		2011-07-14	2015-05-27
	430. ABBOTT LABS CO		2013-11-26	2015-06-03
	250. ABBVIE INC		2013-11-26	2015-06-03
	380. AGILENT TECHNOLOGIES INC COM		2013-11-26	2015-06-03
	190. AMERICAN EXPRESS CO		2014-02-04	2015-06-03
	430. AMERICAN INTL GROUP INC COM NEW		2013-11-26	2015-06-03
	170. AMERIPRISE FINANCIAL INC		2013-11-26	2015-06-03
	210. ANADARKO PETROLEUM		2015-04-08	2015-06-03
	330. APPLE COMPUTER, INC		2013-06-27	2015-06-03
	810. APPLIED MATERIALS		2013-11-26	2015-06-03
	70. BLACKROCK INC CL A		2013-11-26	2015-06-03
	240. BOEING CO		2013-11-26	2015-06-03
	290. CIT GROUP INC COM NEW		2013-11-26	2015-06-03
	140. CME GROUP INC		2013-11-26	2015-06-03
	190. CVS CORP		2013-11-26	2015-06-03
	190. CAMERON INTERNATIONAL CORP		2013-11-26	2015-06-03
	300. CENTURYTEL INC COM		2013-11-26	2015-06-03
	340. CITIGROUP INC.		2013-11-26	2015-06-03
	460. CITIZENS FINANCIAL GROUP INC		2015-04-15	2015-06-03
	250. CITRIX SYS INC COM		2014-04-24	2015-06-03
	170. COLGATE PALMOLIVE CO		2012-04-12	2015-06-03
	300. DANAHER CORP		2012-02-06	2015-06-03
	180. DEVON ENERGY CORPORATIOIN NE COM		2013-11-26	2015-06-03
	250. E I DUPONT DE NEMOURS INC		2013-11-26	2015-06-03
	40. ECOLAB INC COM		2010-05-14	2015-06-03
	300. EVERSOURCE ENERGY		2013-11-26	2015-06-03
	330. FIDELITY NATL INFORMATION SV		2013-11-26	2015-06-03
	120. GENUINE PARTS CO		2013-11-26	2015-06-03
	90. GILEAD SCIENCES INC		2015-05-27	2015-06-03
	20. GOOGLE INC CL C		2015-05-01	2015-06-03
	160. HOME DEPOT INC		2014-06-18	2015-06-03
	330. INTERNATIONAL PAPER CO		2013-08-16	2015-06-03
	170. KOHL'S CORP		2013-11-26	2015-06-03
	120. LAS VEGAS SANDS CORP COM		2014-10-30	2015-06-03
	220. MARSH & MCLENNAN CORP		2013-11-26	2015-06-03
	180. MCDONALDS CORP		2014-05-29	2015-06-03
	50. MCKESSON HBOC INC COM		2015-04-20	2015-06-03
	270. METLIFE INC		2014-05-09	2015-06-03
	670. MICROSOFT CORPORATION		2013-11-26	2015-06-03
	480. MORGAN STANLEY GROUP INC. DEAN		2014-03-13	2015-06-03
	250. NORTHERN TRUST CORP		2014-01-27	2015-06-03
	240. OCCIDENTAL PETROLEUM CO		2013-11-26	2015-06-03
	620. ORACLE CORPORATION		2013-11-26	2015-06-03
	90. PVH CORP COM		2015-04-15	2015-06-03
	190. PEPSICO INCORPORATED		2013-11-26	2015-06-03
	150. PRAXAIR INCORPORATED COMMON		2013-11-26	2015-06-03
	200. ROCKWELL COLLINS INC COM		2013-11-26	2015-06-03
	290. SYNCHRONY FINANCIAL		2015-02-12	2015-06-03
	330. TJX COMPANIES INC.		2013-11-26	2015-06-03
	450. TEXAS INSTRUMENTS		2013-11-26	2015-06-03
	240. TIME WARNER INC		2013-11-26	2015-06-03
	120. UNITED TECHNOLOGIES		2013-11-26	2015-06-03
	260. UNITEDHEALTH GROUP INC COM		2013-11-26	2015-06-03
	340. VISA INC. - CL A		2013-11-26	2015-06-03
	210. VOYA FINANCIAL INC		2015-05-26	2015-06-03
	360. WISCONSIN ENERGY CORP		2013-11-26	2015-06-03
	30. ACTAVIS PLC		2015-05-27	2015-06-03
	240. INGERSOLL-RAND PLC SHS		2013-11-26	2015-06-03
	260. SEAGATE TECHNOLOGY PLC SHS		2014-02-03	2015-06-03
	150. CHECK POINT SOFTWARE TECHNOLOGIES LTD		2012-09-13	2015-06-03
	200. NIELSEN N V		2015-04-10	2015-06-03
	80. MARSH & MCLENNAN CORP		2013-11-26	2015-06-04
	50. ORACLE CORPORATION		2010-12-16	2015-06-04
	60. ABBOTT LABS CO		2013-01-15	2015-06-19
	50. ABBVIE INC		2013-11-26	2015-06-19
	60. AGILENT TECHNOLOGIES INC COM		2013-08-16	2015-06-19
	670.694 INVESCO INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS		2015-06-05	2015-06-19
	30. AMERICAN EXPRESS CO		2008-12-02	2015-06-19
	70. AMERICAN INTL GROUP INC COM NEW		2013-11-26	2015-06-19
	40. AMERIPRISE FINANCIAL INC		2013-11-26	2015-06-19
	40. ANADARKO PETROLEUM		2015-04-08	2015-06-19
	60. APPLE COMPUTER, INC		2013-06-27	2015-06-19
	120. APPLIED MATERIALS		2013-11-26	2015-06-19
	10. BLACKROCK INC CL A		2013-11-26	2015-06-19
	30. BOEING CO		2013-05-20	2015-06-19
	70. CIT GROUP INC COM NEW		2013-11-26	2015-06-19
	20. CME GROUP INC		2013-11-26	2015-06-19
	30. CVS CORP		2013-11-26	2015-06-19
	30. CAMERON INTERNATIONAL CORP		2013-11-26	2015-06-19
	50. CENTURYTEL INC COM		2013-11-26	2015-06-19
	60. CITIGROUP INC.		2013-11-26	2015-06-19
	80. CITIZENS FINANCIAL GROUP INC		2015-04-10	2015-06-19
	40. CITRIX SYS INC COM		2014-04-24	2015-06-19
	20. COLGATE PALMOLIVE CO		2008-12-02	2015-06-19
	50. DANAHER CORP		2011-04-25	2015-06-19
	30. DEVON ENERGY CORPORATIOIN NE COM		2013-11-26	2015-06-19
	40. E I DUPONT DE NEMOURS INC		2013-11-26	2015-06-19
	50. EVERSOURCE ENERGY		2013-11-26	2015-06-19
	50. FIDELITY NATL INFORMATION SV		2013-11-26	2015-06-19
	20. GENUINE PARTS CO		2013-11-26	2015-06-19
	20. GILEAD SCIENCES INC		2015-05-27	2015-06-19
	322.941 HARBOR INTERNATIONAL FUND		2015-06-05	2015-06-19
	30. HOME DEPOT INC		2014-06-18	2015-06-19
	50. INTERNATIONAL PAPER CO		2013-08-16	2015-06-19
	30. KOHL'S CORP		2013-11-26	2015-06-19
	30. LAS VEGAS SANDS CORP COM		2014-10-30	2015-06-19
	20. MARSH & MCLENNAN CORP		2013-11-26	2015-06-19
	20. MCDONALDS CORP		2013-11-26	2015-06-19
	10. MCKESSON HBOC INC COM		2015-04-20	2015-06-19
	40. METLIFE INC		2014-06-17	2015-06-19
	120. MICROSOFT CORPORATION		2009-03-06	2015-06-19
	60. MORGAN STANLEY GROUP INC. DEAN		2014-03-13	2015-06-19
	30. NORTHERN TRUST CORP		2014-06-18	2015-06-19
	40. OCCIDENTAL PETROLEUM CO		2013-11-26	2015-06-19
	70. ORACLE CORPORATION		2010-12-16	2015-06-19
	30. PEPSICO INCORPORATED		2013-11-26	2015-06-19
	30. PRAXAIR INCORPORATED COMMON		2013-11-26	2015-06-19
	30. ROCKWELL COLLINS INC COM		2013-11-26	2015-06-19
	50. SYNCHRONY FINANCIAL		2015-01-29	2015-06-19
	3958.376 EPOCH US SMALL MID CAP EQUITY FD #37		2015-06-05	2015-06-19
	40. TJX COMPANIES INC.		2013-11-26	2015-06-19
	60. TEXAS INSTRUMENTS		2013-11-26	2015-06-19
	40. TIME WARNER INC		2013-11-26	2015-06-19
	55000. U S TREASURY NOTE 4.875% 08/15/2016 DTD 08/15/2006		2012-03-16	2015-06-19
	30. UNITED TECHNOLOGIES		2013-11-26	2015-06-19
	40. UNITEDHEALTH GROUP INC COM		2013-11-26	2015-06-19
	70. VISA INC. - CL A		2013-11-26	2015-06-19
	50. VOYA FINANCIAL INC		2015-06-08	2015-06-19
	60. WISCONSIN ENERGY CORP		2013-11-26	2015-06-19
	10. ALLERGAN PLC		2015-05-27	2015-06-19
	40. INGERSOLL-RAND PLC SHS		2013-11-26	2015-06-19
	50. SEAGATE TECHNOLOGY PLC SHS		2013-11-26	2015-06-19
	20. CHECK POINT SOFTWARE TECHNOLOGIES LTD		2012-09-13	2015-06-19
	30. NIELSEN N V		2015-04-10	2015-06-19
	70. CHEMOURS COMPANY		2013-11-26	2015-07-09
	80. LAS VEGAS SANDS CORP COM		2015-04-30	2015-07-15
	120. LAS VEGAS SANDS CORP COM		2015-04-30	2015-07-23
	15. AMERICAN EXPRESS CO		2015-01-20	2015-07-27
	205. AMERICAN EXPRESS CO		2008-12-02	2015-07-27
	115. AMERICAN EXPRESS CO		2015-01-20	2015-07-29
	70. CITRIX SYS INC COM		2014-04-24	2015-07-30
	40. CVS CORP		2013-11-26	2015-08-06
	270. AGILENT TECHNOLOGIES INC COM		2013-08-16	2015-08-18
	280. AGILENT TECHNOLOGIES INC COM		2013-08-16	2015-08-19
	50000. CATERPILLAR FINL SE 2.05% 08/01/2016 DTD 07/29/2011		2013-08-14	2015-08-21
	30000. COMCAST CORP 2.85% 01/15/2023 DTD 01/14/2013		2013-08-09	2015-08-21
	15000. ONTARIO PROVINCE OF 1.65% 09/27/2019 DTD 09/27/2012		2013-04-02	2015-08-21
	25000. U S TREASURY NOTE 4.875% 08/15/2016 DTD 08/15/2006		2012-03-16	2015-08-21
	220. PRAXAIR INCORPORATED COMMON		2013-11-26	2015-08-24
	280. CAMERON INTERNATIONAL CORP		2013-11-26	2015-08-26
	60000. U S TREASURY NOTE 4.875% 08/15/2016 DTD 08/15/2006		2010-06-14	2015-09-16
	420. METLIFE INC		2014-06-17	2015-10-05
	110. MCDONALDS CORP		2013-11-26	2015-10-09
	150. CIT GROUP INC COM NEW		2013-11-26	2015-10-16
	60. HOME DEPOT INC		2014-06-18	2015-10-22
	80. MCDONALDS CORP		2013-11-26	2015-10-26
	70. MCDONALDS CORP		2014-01-10	2015-10-27
	150. TEXAS INSTRUMENTS		2013-11-26	2015-10-28
	60000. GEN ELEC CAP CORP 5.625% 09/15/2017 DTD 09/24/07		2013-08-09	2015-10-30
	14000. GENERAL ELEC CAP 3.45% 05/15/2024 DTD 05/15/2014 CALLABLE 02/13		2015-02-26	2015-10-30
	180. CITRIX SYS INC COM		2014-01-31	2015-11-13
	66000. GE CAP INTL FNDG 0.9640% 04/15/2016 DTD 10/26/2015		2015-10-30	2015-11-16
	6000. GENERAL ELEC CAP 3.45% 05/15/2024 DTD 05/15/2014 CALLABLE 02/13/		2015-02-26	2015-11-16
	65000. U S TREASURY NOTE 4.875% 08/15/2016 DTD 08/15/2006		2013-08-09	2015-11-16
	110. CITRIX SYS INC COM		2014-02-03	2015-11-20
	460. INTERNATIONAL PAPER CO		2013-11-26	2015-12-02
	140. AMERIPRISE FINANCIAL INC		2013-11-26	2015-12-07
	150. AMERIPRISE FINANCIAL INC		2015-04-24	2015-12-07
	380. ANADARKO PETROLEUM		2015-04-08	2015-12-07
	540. CIT GROUP INC COM NEW		2014-10-29	2015-12-07
	490. CENTURYTEL INC COM		2013-11-26	2015-12-07
	310. DEVON ENERGY CORPORATIOIN NE COM		2014-08-26	2015-12-07
	310. GILEAD SCIENCES INC		2015-08-26	2015-12-07
	290. KOHL'S CORP		2013-11-26	2015-12-07
	170. MCKESSON HBOC INC COM		2015-11-10	2015-12-07
	160. OCCIDENTAL PETROLEUM CO		2015-04-08	2015-12-07
	260. OCCIDENTAL PETROLEUM CO		2014-07-25	2015-12-07
	180. PVH CORP COM		2015-10-01	2015-12-07
	210. UNITED TECHNOLOGIES		2014-10-28	2015-12-07
	530. VOYA FINANCIAL INC		2015-06-08	2015-12-07
	390. SEAGATE TECHNOLOGY PLC SHS		2013-11-26	2015-12-07
	60. SEAGATE TECHNOLOGY PLC SHS		2015-01-27	2015-12-07
	7491.506 INVESCO INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS		2015-06-05	2015-12-08
	3641.879 HARBOR INTERNATIONAL FUND		2015-06-05	2015-12-08
	34242.654 EPOCH US SMALL MID CAP EQUITY FD #37		2015-06-05	2015-12-08
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	705	1,465	-760
b	180	384	-204
c	11,437	8,560	2,877
d	26,028	24,221	1,807
e	17,211	13,978	3,233
	21,546	13,986	7,560
	12,915	5,642	7,273
	32,424	31,219	1,205
	20,085	20,176	-91
	50,385	50,771	-386
	16,717	25,750	-9,033
	14,729	22,807	-8,078
	64,421	62,664	1,757
	31,481	27,789	3,692
	38,228	30,459	7,769
	30,571	18,171	12,400
	14,743	12,212	2,531
	12,548	11,382	1,166
	28,273	23,464	4,809
	22,439	18,105	4,334
	11,839	9,392	2,447
	13,267	9,055	4,212
	21,001	14,742	6,259
	16,767	12,244	4,523
	15,667	13,988	1,679
	15,337	12,176	3,161
	26,265	21,260	5,005
	21,749	18,515	3,234
	17,637	18,091	-454
	42,938	18,617	24,321
	16,492	14,206	2,286
	25,552	21,371	4,181
	34,597	29,074	5,523
	13,649	14,416	-767
	13,258	11,442	1,816
	19,364	12,654	6,710
	9,985	10,510	-525
	9,905	9,229	676
	18,964	18,060	904
	12,701	11,640	1,061
	16,573	15,212	1,361
	11,319	7,564	3,755
	26,161	15,907	10,254
	11,515	11,171	344
	17,854	15,382	2,472
	4,650	1,909	2,741
	14,241	12,387	1,854
	20,619	16,825	3,794
	10,887	9,806	1,081
	10,314	10,131	183
	10,796	10,751	45
	18,138	12,794	5,344
	16,893	15,603	1,290
	11,118	9,505	1,613
	6,300	7,410	-1,110
	12,901	10,482	2,419
	17,375	17,955	-580
	11,846	11,496	350
	14,599	13,924	675
	31,462	24,021	7,441
	18,766	15,082	3,684
	18,826	15,462	3,364
	18,862	22,643	-3,781
	27,292	20,364	6,928
	10,414	9,825	589
	18,103	16,189	1,914
	18,357	18,910	-553
	19,062	14,584	4,478
	9,594	9,629	-35
	21,823	20,878	945
	24,768	19,236	5,532
	20,596	15,065	5,531
	14,247	13,328	919
	30,727	19,470	11,257
	23,458	17,235	6,223
	9,810	9,638	172
	16,758	14,958	1,800
	9,211	9,160	51
	16,599	13,448	3,151
	14,472	12,902	1,570
	12,552	7,979	4,573
	9,068	9,214	-146
	4,629	3,812	817
	2,182	1,528	654
	2,987	1,997	990
	3,470	2,449	1,021
	2,372	2,038	334
	23,193	23,166	27
	2,396	621	1,775
	4,315	3,461	854
	5,108	4,356	752
	3,267	3,446	-179
	7,600	3,385	4,215
	2,364	2,105	259
	3,595	3,053	542
	4,351	2,971	1,380
	3,293	3,480	-187
	1,878	1,635	243
	3,166	1,998	1,168
	1,606	1,660	-54
	1,623	1,538	85
	3,372	3,187	185
	2,270	1,994	276
	2,820	2,428	392
	1,337	622	715
	4,284	2,629	1,655
	1,828	1,862	-34
	2,793	2,461	332
	2,344	2,065	279
	3,194	2,549	645
	1,845	1,634	211
	2,397	2,251	146
	22,977	22,997	-20
	3,372	2,399	973
	2,566	2,364	202
	1,918	1,677	241
	1,597	1,852	-255
	1,189	953	236
	1,925	1,969	-44
	2,358	2,299	59
	2,246	2,239	7
	5,520	1,801	3,719
	2,356	1,885	471
	2,315	1,896	419
	3,118	3,774	-656
	2,921	2,139	782
	2,844	2,556	288
	3,689	3,782	-93
	2,866	2,188	678
	1,636	1,565	71
	48,134	47,659	475
	2,666	2,531	135
	3,258	2,565	693
	3,520	2,511	1,009
	57,832	61,646	-3,814
	3,451	3,332	119
	4,800	2,995	1,805
	4,792	3,548	1,244
	2,369	2,338	31
	2,802	2,493	309
	3,014	3,053	-39
	2,762	2,241	521
	2,662	2,427	235
	1,676	962	714
	1,365	1,382	-17
	873	1,048	-175
	4,339	4,761	-422
	6,613	6,337	276
	1,123	1,330	-207
	15,341	4,244	11,097
	8,713	9,987	-1,274
	5,297	4,134	1,163
	4,379	2,664	1,715
	10,698	9,173	1,525
	10,777	9,512	1,265
	50,620	50,951	-331
	29,391	29,574	-183
	14,952	14,990	-38
	26,083	28,129	-2,046
	23,348	27,735	-4,387
	16,857	15,489	1,368
	62,374	66,056	-3,682
	19,920	22,444	-2,524
	11,287	10,832	455
	6,102	7,457	-1,355
	7,444	4,798	2,646
	8,984	7,878	1,106
	7,822	6,772	1,050
	8,659	6,412	2,247
	66,000	64,013	1,987
	15,000	14,759	241
	14,011	10,020	3,991
	66,100	66,000	100
	6,178	6,323	-145
	67,100	68,846	-1,746
	8,252	5,800	2,452
	18,473	21,300	-2,827
	15,796	15,248	548
	16,924	19,459	-2,535
	20,173	30,858	-10,685
	23,274	25,956	-2,682
	13,259	15,074	-1,815
	11,234	19,367	-8,133
	31,817	35,417	-3,600
	13,743	16,215	-2,472
	31,983	36,082	-4,099
	10,964	12,277	-1,313
	17,816	24,790	-6,974
	14,424	19,463	-5,039
	20,060	22,938	-2,878
	21,143	24,421	-3,278
	13,646	18,933	-5,287
	2,099	3,438	-1,339
	240,402	258,757	-18,355
	227,581	259,338	-31,757
	384,545	412,282	-27,737
			281

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			-760
b			-204
c			2,877
d			1,807
e			3,233
			7,560
			7,273
			1,205
			-91
			-386
			-9,033
			-8,078
			1,757
			3,692
			7,769
			12,400
			2,531
			1,166
			4,809
			4,334
			2,447
			4,212
			6,259
			4,523
			1,679
			3,161
			5,005
			3,234
			-454
			24,321
			2,286
			4,181
			5,523
			-767
			1,816
			6,710
			-525
			676
			904
			1,061
			1,361
			3,755
			10,254
			344
			2,472
			2,741
			1,854
			3,794
			1,081
			183
			45
			5,344
			1,290
			1,613
			-1,110
			2,419
			-580
			350
			675
			7,441
			3,684
			3,364
			-3,781
			6,928
			589
			1,914
			-553
			4,478
			-35
			945
			5,532
			5,531
			919
			11,257
			6,223
			172
			1,800
			51
			3,151
			1,570
			4,573
			-146
			817
			654
			990
			1,021
			334
			27
			1,775
			854
			752
			-179
			4,215
			259
			542
			1,380
			-187
			243
			1,168
			-54
			85
			185
			276
			392
			715
			1,655
			-34
			332
			279
			645
			211
			146
			-20
			973
			202
			241
			-255
			236
			-44
			59
			7
			3,719
			471
			419
			-656
			782
			288
			-93
			678
			71
			475
			135
			693
			1,009
			-3,814
			119
			1,805
			1,244
			31
			309
			-39
			521
			235
			714
			-17
			-175
			-422
			276
			-207
			11,097
			-1,274
			1,163
			1,715
			1,525
			1,265
			-331
			-183
			-38
			-2,046
			-4,387
			1,368
			-3,682
			-2,524
			455
			-1,355
			2,646
			1,106
			1,050
			2,247
			1,987
			241
			3,991
			100
			-145
			-1,746
			2,452
			-2,827
			548
			-2,535
			-10,685
			-2,682
			-1,815
			-8,133
			-3,600
			-2,472
			-4,099
			-1,313
			-6,974
			-5,039
			-2,878
			-3,278
			-5,287
			-1,339
			-18,355
			-31,757
			-27,737

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	127,794
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 ...................		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? Yes No

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))
2014
2013
2012
2011
2010

Total of line 1, column (d) .....................

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 . . .

Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....

Multiply line 4 by line 3......................

Enter 1% of net investment income (1% of Part I, line 27b)...........

Add lines 5 and 6........................

Enter qualifying distributions from Part XII, line 4.............

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 (2015)

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	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Domestic foundations that meet the section 4940(e) requirements in Part V, check	1	3,271
	hereand 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	3,271
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	3,271
6	Credits/Payments:

a	2015 estimated tax payments and 2014 overpayment credited to 2015	6a	1,816
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	1,816
8	Enter any penalty for underpayment of estimated tax. Check hereif Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	1,455
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2015 estimated tax0	Refunded	11	0

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions

for definition)?.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. bullet

$ (2) On foundation managers. bullet

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?

If "Yes," complete Part XIV.............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2015)

Page 5

Part VII-A

Statements Regarding Activities (continued)

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) .............

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).................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

The books are in care of bullet

TD BANK NA Telephone no. bullet

(877) 773-1229

Located at bullet

143 NORTH MAIN STREETCONCORDNH ZIP+4 bullet

03302

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —Check here....... bullet

and enter the amount of tax-exempt interest received or accrued during the year ...... bullet

16 At any time during calendar year 2015, 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

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

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?......................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?...............YesNo

(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.).......YesNo

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)? ........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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 2015?.............

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)):

At the end of tax year 2015, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beginning before 2015?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?......................YesNo

If "Yes," did it have excess business holdings in 2015 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 2015.)..................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 2015?

Form 990-PF (2015)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (Continued)

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))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?.............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? (see instructions)................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?.....YesNo

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)? ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?..........YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....

Form 990-PF (2015)

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
TD BANK	Trustee 1	52,257
143 NORTH MAIN STREET CONCORD,NH03302	Trustee 1	52,257

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...................				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............. bullet

Part IX-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

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......................... bullet

Form 990-PF (2015)

Page 8

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

4,736,576

Average of monthly cash balances.......................

179,075

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

4,915,651

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

4,915,651

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

73,735

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

4,841,916

Minimum investment return. Enter 5% of line 5..................

242,096

Part XI

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet

and do not complete this part.)

Minimum investment return from Part X, line 6....................

242,096

Tax on investment income for 2015 from Part VI, line 5......

3,271

Income tax for 2015. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

3,271

Distributable amount before adjustments. Subtract line 2c from line 1............

238,825

Recoveries of amounts treated as qualifying distributions................

2,750

Add lines 3 and 4............................

241,575

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

241,575

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

439,250

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

439,250

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).................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

439,250

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 (2015)

Page 9

Part XIII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2014	(c) 2014	(d) 2015
1 Distributable amount for 2015 from Part XI, line 7					241,575
2 Undistributed income, if any, as of the end of 2015:
a Enter amount for 2014 only.......				69,979
b Total for prior years:2013, 20, 20			0
3 Excess distributions carryover, if any, to 2015:
a From 2010......	0
b From 2011......	0
c From 2012......	0
d From 2013......	0
e From 2014......	0
fTotal of lines 3a through e........		0
4Qualifying distributions for 2015 from Part
XII, line 4: $ 439,250
a Applied to 2014, but not more than line 2a				69,979
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 2015 distributable amount.....					241,575
e Remaining amount distributed out of corpus		127,696
5 Excess distributions carryover applied to 2015.		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		127,696
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 2014. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2016. 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 2010 not applied on line 5 or line 7 (see instructions) ...		0
9Excess distributions carryover to 2016. Subtract lines 7 and 8 from line 6a ......		127,696
10 Analysis of line 9:
a Excess from 2011....	0
b Excess from 2012....	0
c Excess from 2013....	0
d Excess from 2014....	0
e Excess from 2015....	127,696

Form 990-PF (2015)

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 2015, enter the date of the ruling....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section4942(j)(3) or4942(j)(5)

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) 2015	(b) 2014	(c) 2013	(d) 2012	(e) Total

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).)

NONE

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

NONE

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here bullet

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. (see instructions) to individuals or organizations under
other conditions, complete items 2a, b, c, and d.

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

Guidance Counselor
122 Granite Street
Leominster,MA01453
(978) 534-7715

bThe form in which applications should be submitted and information and materials they should include:

Application must be submitted along with transcript of their grades, copy of their tax return, copy of parent's tax return, letter of personal circumstances that might merit special consideration.

cAny submission deadlines:

May 1st Available to boys and girls for secondary education who are

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

residents of Fitchburg, Westminster, Ashby, and Ashburnham, MA

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

Guildance Counselor
9 Oakmont Drive
Ashuburnham,MA01430
(978) 827-5907

bThe form in which applications should be submitted and information and materials they should include:

Application must be submitted along with transcript of their grades, copy of their tax return, copy of parent's tax return, letter of perso personal circumstances that might merit special consideration.

cAny submission deadlines:

May 1st

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Available to boys and girls for secondary education who are residents of Fitchburg, Westminster, Ashby, and Ashburnham, MA.

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

Guidance Counselor
19 Main Street
Townsend,MA01469
(978) 597-8721

bThe form in which applications should be submitted and information and materials they should include:

Applications must be submitted along with transcript of their grades, copy of their tax return, copy of parent's tax return, letter of personal circumstances that might merit special consideration.

cAny submission deadlines:

May 1st

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Available to boys and girls for secondary education who are residents of Fitchburg, Westminster, Ashby, and Ashburnmam, MA.

Form 990-PF (2015)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
DREXEL UNIVERSITY C/O JUSTIN MORRILL SCH FUND HYANNIS,MA02601	NONE	NONE	SCHOLARSHIP	4,000
ASSUMPTION COLLEGE C/O JUSTIN MORRILL SCH FUND HYANNIS,MA02601	NONE	NONE	SCHOLARSHIP	6,500
CLARK UNIVERSITY C/O JUSTIN MORRILL SCH FUND HYANNIS,MA02601	NONE	NONE	SCHOLARSHIP	4,000
FRANKLIN PIERCE COLLEGE C/O JUSTIN MORRILL SCH FUND HYANNIS,MA02601	NONE	NONE	SCHOLARSHIP	4,500
MERRIMACK COLLEGE C/O JUSTIN MORRILL SCH FUND HYANNIS,MA02601	NONE	NONE	SCHOLARSHIP	4,000
BENTLEY UNIVERSITY C/O JUSTIN MORRILL SCH FUND HYANNIS,MA02601	NONE	NONE	SCHOLARSHIP	11,500
MOUNT IDA COLLEGE C/O JUSTIN MORRILL SCH FUND HYANNIS,MA02601	NONE	NONE	SCHOLARSHIP	6,500
ROLLINS COLLEGE C/O JUSTIN MORRILL SCH FUND HYANNIS,MA02601	NONE	NONE	SCHOLARSHIP	11,500
WASHINGTON AND LEE UNIVERSITY C/O JUSTIN MORRILL SCH FUND HYANNIS,MA02601	NONE	NONE	SCHOLARSHIP	4,000
UNIVERSITY OF MASSACHUSETTS-LOWELL C/O JUSTIN MORRILL SCH FU HYANNIS,MA02601	NONE	NONE	SCHOLARSHIP	29,000
UNIVERSITY OF HARTFORD C/O JUSTIN MORRILL SCH FU HYANNIS,MA02601	NONE	NONE	SCHOLARSHIP	9,000
WHEATON COLLEGE C/O JUSTIN MORRILL SCH FU HYANNIS,MA02601	NONE	NONE	SCHOLARSHIP	7,500
WORCESTER STATE UNIVERSITY C/O JUSTIN MORRILL SCH FU HYANNIS,MA02601	NONE	NONE	SCHOLARSHIP	21,000
SYRACUSE UNIVERSITY C/O JUSTIN MORRILL SCH FU HYANNIS,MA02601	NONE	NONE	SCHOLARSHIP	6,500
BRYANT UNIVERSITY C/O JUSTIN MORRILL SCH FU HYANNIS,MA02601	NONE	NONE	SCHOLARSHIP	2,500
BECKER COLLEGE C/O JUSTIN MORRILL SCH FU HYANNIS,MA02601	NONE	NONE	SCHOLARSHIP	22,000
DARTMOUTH COLLEGE C/O JUSTIN MORRILL SCH FU HYANNIS,MA02601	NONE	NONE	SCHOLARSHIP	2,500
SPRINGFIELD COLLEGE C/O JUSTIN MORRILL SCH FU HYANNIS,MA02601	NONE	NONE	SCHOLARSHIP	4,000
ROGER WILLIAMS UNIVERSITY C/O JUSTIN MORRILL SCH FU HYANNIS,MA02601	NONE	NONE	SCHOLARSHIP	7,000
FITCHBURG STATE UNIVERSITY C/O JUSTIN MORRILL SCH FU HYANNIS,MA02601	NONE	NONE	SCHOLARSHIP	68,500
STONEHILL COLLEGE C/O JUSTIN MORRILL SCH FU HYANNIS,MA02601	NONE	NONE	SCHOLARSHIP	4,000
LYNDON STATE COLLEGE C/O JUSTIN MORRILL SCH FU HYANNIS,MA02601	NONE	NONE	SCHOLARSHIP	4,500
EMMANUEL COLLEGE C/O JUSTIN MORRILL SCH FU HYANNIS,MA02601	NONE	NONE	SCHOLARSHIP	8,750
UNIVERSITY OF PENNSYLVANIA C/O JUSTIN MORRILL SCH FU HYANNIS,MA02601	NONE	NONE	SCHOLARSHIP	4,500
TULANE UNIVERSITY C/O JUSTIN MORRILL SCH FU HYANNIS,MA02601	NONE	NONE	SCHOLARSHIP	6,500
BOWDOIN COLLEGE C/O JUSTIN MORRILL SCH FU HYANNIS,MA02601	NONE	NONE	SCHOLARSHIP	3,000
SIMMONS COLLEGE C/O JUSTIN MORRILL SCH FU HYANNIS,MA02601	NONE	NONE	SCHOLARSHIP	8,500
UNIVERSITY OF VERMONT C/O JUSTIN MORRILL SCH FU HYANNIS,MA02601	NONE	NONE	SCHOLARSHIP	4,500
UNIVERSITY OF MASSACHUSETTS C/O JUSTIN MORRILL SCH FU HYANNIS,MA02601	NONE	NONE	SCHOLARSHIP	59,500
UNIVERSITY OF NEW ENGLAND C/O JUSTIN MORRILL SCH FU HYANNIS,MA02601	NONE	NONE	SCHOLARSHIP	11,500
QUINNIPIAC UNIVERSITY C/O JUSTIN MORRILL SCH FU HYANNIS,MA02601	NONE	NONE	SCHOLARSHIP	1,500
BOSTON COLLEGE C/O JUSTIN MORRILL SCH FU HYANNIS,MA02601	NONE	NONE	SCHOLARSHIP	500
WENTWORTH INSTITUTE OF TECHNOLOGY C/O JUSTIN MORRILL SCH FU HYANNIS,MA02601	NONE	NONE	SCHOLARSHIP	28,000
PROVIDENCE COLLEGE C/O JUSTIN MORRILL SCH FU HYANNIS,MA02601	NONE	NONE	SCHOLARSHIP	7,000
BRIDGEWATER STATE UNIVERSITY C/O JUSTIN MORRILL SCH FU HYANNIS,MA02601	NONE	NONE	SCHOLARSHIP	9,500
COLLEGE OF THE HOLY CROSS C/O JUSTIN MORRILL SCH FU HYANNIS,MA02601	NONE	NONE	SCHOLARSHIP	1,000
BOSTON UNIVERSITY C/O JUSTIN MORRILL SCH FU HYANNIS,MA02601	NONE	NONE	SCHOLARSHIP	2,000
SALEM STATE UNIVERSITY C/O JUSTIN MORRILL SCH FU HYANNIS,MA02601	NONE	NONE	SCHOLARSHIP	10,000
WORCESTER POLYTECHNIC INSTITUTE C/O JUSTIN MORRILL SCH FU HYANNIS,MA02601	NONE	NONE	SCHOLARSHIP	12,500
UNIVERSITY OF CONNECTICUT C/O JUSTIN MORRILL SCH FU HYANNIS,MA02601	NONE	NONE	SCHOLARSHIP	1,000
NEW ENGLAND INSTITUTE OF C/O JUSTIN MORRILL SCH FU HYANNIS,MA02601	NONE	NONE	SCHOLARSHIP	1,000
MOUNT WACHUSETT COMMUNITY COLLEGE C/O JUSTIN MORRILL SCH FU HYANNIS,MA02601	NONE	NONE	SCHOLARSHIP	3,000
UNIVERSITY OF MAINE C/O JUSTIN MORRILL SCH FU HYANNIS,MA02601	NONE	NONE	SCHOLARSHIP	11,000
Total ................................. 3a				439,250

bApproved for future payment

Total ................................. 3b

Form 990-PF (2015)

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	(e) Related or exempt function income (See instructions.)
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	89,209
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	127,794
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory..
11 Other revenue: a990PF REFUND			1	370
bMISC INC RVCD			1	11
c
d
e
12 Subtotal. Add columns (b), (d), and (e)..				217,384

13Total. Add line 12, columns (b), (d), and (e)..................

13217,384

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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.)
11	0

Form 990-PF (2015)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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 organizations?

Yes

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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?...........YesNo

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.
				May the IRS discuss this return with the preparer shown below (see instr.)? Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2015)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2015 AccountingFeesSchedule

Name:

JUSTIN SMITH MORRILL SCHOLARSHIP FUND

EIN:

27-6509486

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC	725	725

- TIN:

TY 2015 OtherDecreasesSchedule

Name:

JUSTIN SMITH MORRILL SCHOLARSHIP FUND

EIN:

27-6509486

Description	Amount
CASH ACCRUAL ADJUSTING ENTRY	771

- TIN:

TY 2015 OtherExpensesSchedule

Name:

JUSTIN SMITH MORRILL SCHOLARSHIP FUND

EIN:

27-6509486

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
OTHER NON-ALLOCABLE EXPENSE -	70	70		0

- TIN:

TY 2015 OtherIncomeSchedule2

Name:

JUSTIN SMITH MORRILL SCHOLARSHIP FUND

EIN:

27-6509486

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
990PF REFUND	370	0
MISC INC RVCD	11	0

- TIN:

TY 2015 OtherIncreasesSchedule

Name:

JUSTIN SMITH MORRILL SCHOLARSHIP FUND

EIN:

27-6509486

Description	Amount
GE BOND ADJUSTMENT	476
ROUNDING ADJUSTMENT	112

- TIN:

TY 2015 TaxesSchedule

Name:

JUSTIN SMITH MORRILL SCHOLARSHIP FUND

EIN:

27-6509486

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAXES	407	407		0