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
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
THE ASHURST FOUNDATION
C/O ELIZABETH K POZEN
Number and street (or P.O. box number if mail is not delivered to street address)9 ARLINGTON STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA021163410
A Employer identification number

20-6325176
B Telephone number (see instructions)

(617) 954-5707
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$18,840,771J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 200,000
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 78 78  
4 Dividends and interest from securities... 702,554 702,554  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 57,644
b Gross sales price for all assets on line 6a 210,856
7 Capital gain net income (from Part IV, line 2)... 37,440
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)....... Click to see attachment 10,107 10,107  
12 Total. Add lines 1 through 11........ 970,383 750,179  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 2,900 2,900    
c Other professional fees (attach schedule).... Click to see attachment 33,624 33,624    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 53,871 41,877    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 500      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 90,895 78,401   0
25 Contributions, gifts, grants paid....... 971,950 971,950
26 Total expenses and disbursements. Add lines 24 and 25 1,062,845 78,401   971,950
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -92,462
b Net investment income (if negative, enter -0-) 671,778
c Adjusted net income (if negative, enter -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 Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 372,637 346,274 346,274
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)....... 10,870,288 Click to see attachment9,950,080 9,950,080
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).......... 9,413,988 Click to see attachment8,544,417 8,544,417
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 20,656,913 18,840,771 18,840,771
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 20,656,913 18,840,771
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)..... 20,656,913 18,840,771
31 Total liabilities and net assets/fund balances (see instructions). 20,656,913 18,840,771
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
20,656,913
2
Enter amount from Part I, line 27a .....................
2
-92,462
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
20,564,451
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,723,680
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
18,840,771
Form 990-PF (2015)
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.)
1a
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 37,440
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))
2014 803,350 19,730,447 0.040716
2013 637,550 17,900,743 0.035616
2012 420,422 12,676,936 0.033164
2011 312,000 8,519,649 0.036621
2010 239,925 6,277,928 0.038217
2
Total of line 1, column (d) .....................
20.184334
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
0.036867
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
19,456,199
5
Multiply line 4 by line 3......................
5
717,292
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
6,718
7
Add lines 5 and 6........................
7
724,010
8
Enter qualifying distributions from Part XII, line 4.............
8
971,950
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)
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 Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 6,718
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 6,718
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,718
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 14,000
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 14,000
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 7,282
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet7,282 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
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 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 ofbulletTHE FOUNDATION Telephone no.bullet (617) 954-5707

    Located atbullet9 ARLINGTON STREETBOSTONMA ZIP+4bullet021163410
    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 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
    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 2015?.............
    1c
     
     
    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 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    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 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.)..................
    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 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    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 (2015)
    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
    ELIZABETH K POZEN TRUSTEE
    0.00     		0 0 0
    9 ARLINGTON STREET
    BOSTON,MA021163410
    ROBERT C POZEN TRUSTEE
    0.00     		0 0 0
    9 ARLINGTON STREET
    BOSTON,MA021163410
    DAVID E POZEN TRUSTEE
    0.00     		0 0 0
    305 RIVERSIDE DRIVE
    NEW YORK,NY10025
    JOANNA R POZEN TRUSTEE
    0.00     		0 0 0
    166 PROSPECT PLACE APT 2
    BROOKLYN,NY11238
    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  
    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 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    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
    19,389,387
    b
    Average of monthly cash balances.......................
    1b
    363,099
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    19,752,486
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    19,752,486
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    296,287
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    19,456,199
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    972,810
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    972,810
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    6,718
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,718
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    966,092
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    966,092
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    966,092
    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
    971,950
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    971,950
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    6,718
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    965,232
    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)
    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 7 966,092
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 971,547
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 971,950
    a Applied to 2014, but not more than line 2a 971,547
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2015 distributable amount..... 403
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2015.    
    (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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		965,689
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015....  
    Form 990-PF (2015)
    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 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) 2015 (b) 2014 (c) 2013 (d) 2012
             
    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).)
    ROBERT C POZEN
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2015)
    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)
    aPaid during the year
    ALZHEIMERS ASSOCIATION
    311 ARSENAL STREET
    WATERTOWN,MA02472     		  501 (C) (3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 10,000
    AM ACADEMY OF ARTS & SCIENTCES
    136 IRVING STREET
    CAMBRIDGES,MA02138     		  501 (C) (3) TO SUPPORT ORG.'S TAX-EXEPMT PURPOSE 400
    BOSTON ARTS ACADEMY FOUNDATION
    174 IPSWICH STREET
    BOSTON,MA02215     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 9,950
    BOSTON FOUNDATION
    75 ARLINGTON STREET
    BOSTON,MA02116     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 50,000
    CAPITAL MARKETS REGULATIONS COMMITT
    125 MT AUBURN STREET
    CAMBRIDGE,MA02138     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 2,000
    COMBINED JEWISH PHILANTROPIES
    126 HIGH STREET
    BOSTON,MA02110     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 10,000
    COMMITTEE TO LIGHT COMMONWEALTH AVE
    234 CLARENDON STREET
    BOSTON,MA02116     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 1,000
    COMMUNITY LEARNING CENTER
    5 WESTERN AVE
    CAMBRIDGE,MA02139     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 250
    COUNCIL ON FOREIGN RELATIONS
    58 EAST 68TH ST
    NEW YORK,NY10065     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 250
    DIMOCK COMMUNITY HEALTH CENTER
    55 DIMOCK STREET
    ROXBURY,MA02119     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 7,100
    DOCTORS WITHOUT BORDERS USA
    333 7TH AVE 2ND FL
    NEW YORK,NY10001     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 1,000
    FRIENDS OF THE PUBLIC GARDEN
    87 MOUNT VERNON STREET
    BOSTON,MA02108     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 5,000
    HABITAT FOR HUMANITY
    PO BOX 1093
    VINEYARD HAVEN,MA02568     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 100
    HARARD UNIVERSITY
    124 MOUNT AUBURN STREET
    CAMBRIDGE,MA02138     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 1,000
    HOME FOR LITTLE WANDERERS
    271 HUNTINGTON AVE
    BOSTON,MA02115     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 25,000
    INSTITUTE FOR INTERNATIONAL EDUCATI
    1400 K STREET NW 650
    WASHINGTON,DC20005     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 1,000
    INSTITUTE OF CONTEMPORARY ART
    100 NORTHERN AVENUE
    BOSTON,MA02210     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 2,500
    MARTHA'S VINEYARD HEBREW CENTER
    130 CENTER STREET
    VINEYARD HAVEN,MA02568     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 500
    MARTHA'S VINEYARD SUMMER INSTITUTE
    PO BOX 692
    VINEYARD HAVEN,MA02568     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 2,000
    MASSACHUSETTS COLLEGE OF ART
    621 HUNTINGTON STREET
    BOSTON,MA02115     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 50,000
    MASSACHUSETTS INSTITUTE FOR TECHNOL
    600 MEMORIAL DRIVE
    CAMBRIDGE,MA02139     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 170,000
    MASSACHUSETTS TAXPAYERS FOUNDATION
    323 WASHINGTON STREET
    BOSTON,MA02108     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 500
    MCMULLEN MUSEUM
    140 COMMONWEALTH AVE
    CHESTNUT HILL,MA02467     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 1,000
    MUSEUM OF AFRICAN AMERICAN HISTORY
    14 BEACON STREET
    BOSTON,MA02108     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 1,000
    MUSEUM OF FINE ARTS BOSTON
    465 HUNTINGTON AVE
    BOSTON,MA02115     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 7,500
    NEW ENGLAND CONSERVATORY
    290 HUNTINGTON AVE
    BOSTON,MA02115     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 1,000
    PMC JIMMY FUND
    10 BROOKLINE PLACE WEST
    BROOKLINE,MA02445     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 500
    TEACH FOR AMERICA
    60 CANAL STREET 3RD FL
    BOSTON,MA02114     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 10,000
    TEMPLE ISRAEL
    477 LONGWOOD AVE
    BOSTON,MA02215     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 5,000
    TENACITY
    38 EVERETT STREET
    BOSTON,MA02134     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 120,000
    UASPIRE
    31 ST JAMES AVE SUITE 520
    BOSTON,MA02116     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 500
    UNITED WAY OF MASS BAY
    51 SLEEPER STREET
    BOSTON,MA02210     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 10,000
    VINEYARD HAVEN TENNIS FOUNDATION
    PO BOX 507
    VINEYARD HAVEN,MA02568     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 250
    VINEYARD HOUSE
    15 CHURCH STREET
    VINEYARD HAVEN,MA02568     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 500
    VINEYARD PLAYHOUSE
    24 CHURCH STREET
    VINEYARD HAVEN,MA02568     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 5,000
    WBUR
    890 COMMONWEALTH AVE 3F
    BOSTON,MA02215     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 5,000
    WGBH
    ONE GUEST STREET
    BOSTON,MA02135     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 26,000
    YALE LAW SCHOOL
    PO BOX 2038
    NEW HAVEN,CT06521     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 1,000
    FACING HISTORY
    16 HURD STREET
    BROOKLINE,MA02445     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 5,000
    MA SOC PREVENT CRUALITY TO CHILDRE
    3815 WASHINGTON STREET
    BOSTON,MA02130     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 1,000
    BOTTOM LINE
    500 ARMORY STREET
    BOSTON,MA02130     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 250
    ASSOCIATES OF PUBLIC LIBRARY
    700 BOYLSTON STREET
    BOSTON,MA02116     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 1,500
    BOSTON LYRIC OPERA
    11 AVE DE LAFAYETTE
    BOSTON,MA02111     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 2,000
    MARTHA'S VINYARD'S FILM SOCIETY
    79 BEACH ROAD
    VINEYARD HAVEN,MA02568     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 1,500
    CAREER COLLABORATIVE
    77 SUMMER STREET
    BOSTON,MA02110     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 500
    CAMP JABBERWOCKY
    PO BOX 1357
    VINEYARD HAVEN,MA02568     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 250
    BRIDGEPORT TENNIS
    PO BOX 185574
    HAMDEN,CT06518     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 250
    ST BOTALPH'S CLUB
    199 COMMONWEALTH AVE
    BOSTON,MA02116     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 250
    BOSTON SCHOOL FUND
    103 HIGHLAN ROAD
    SOMERVILLE,MA02144     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 1,000
    FEATHERSTONE ARTS CENTER
    PO BOX 1145
    OAK BLUFFS,MA02557     		  501(C)(3) TO SUPPORT ORG.'S TAX EMEMPT PURPOSE 1,000
    MARTHA'S VINEYARD CMTY SERVICES
    111 EDGARTOWN ROAD
    VINEYARD HAVEN,MA02568     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 1,000
    ISLAND HOUSING TRUST
    PO BOX 779
    WEST TISBURY,MA02575     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 500
    BNAI BRITH
    1120 20TH ST NW
    WASHINGTON,DC20036     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 5,000
    FRIENDS OF IDF
    154 WELLS AVE
    NEWTON,MA02459     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 1,000
    BROOKINGS INSTITUTION
    1775 MASSACHUSETTS AVE
    WASHINGTON,DC20036     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 150,000
    URBAN INSTITUTE
    2100 M ST NW
    WASHINGTON,DC20037     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 150,000
    MERCY CORPS
    45 SW ANKENY ST
    PORTLAND,OR97204     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 250
    PLANNED PARENTHOOD
    1055 COMMONWEALTH AVE
    BOSTON,MA02215     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 500
    BRIDGE OVER TROUBLE WATERS
    47 WEST ST
    BOSTON,MA02111     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 500
    SUMMER SEARCH
    500 SANSOME ST
    SAN FRANCISCO,CA94111     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 500
    MA SOC TO PREVENT CRUELTY TO ANIMAL
    350 SOUTH HUNTINGTON AVE
    BOSTON,MA02130     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 1,000
    READING IS FUNDIMENTAL
    1730 RHODE ISLAND AVE NW
    WASHINGTON,DC20036     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 100
    WORLD WILDLIFE FUND
    1250 24TH ST NW
    WASHINGTON,DC20037     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 100
    WOMEN'S LUNCH PLACE
    67 NEWBURY ST
    BOSTON,MA02116     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 100
    VICTIMS OF TORTURE
    2356 UNIVERSITY AVE
    WEST ST PAUL,MN55114     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 100
    CANCER CARE
    275 SEVENTH AVE
    NEW YORK,NY10001     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 100
    PINE STREET INN
    444 HARRISON AVE
    BOSTON,MA02118     		  501(C)(3) TO SUPPORT ORG.'S TAX EXEMPT PURPOSE 100
    INT RESCUE COMMITEE
    122 EAST 42ND ST
    NEW YORK,NY10168     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 100
    BOSTON FOOD BANK
    70 SOUTH BAY AVE
    BOSTON,MA02118     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 100
    FIRST LITERACY
    160 BOYLSTON ST
    BOSTON,MA02116     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 100
    HUMAN RIGHTS WATCH
    350 FIFTH AVE
    NEW YORK,NY10118     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 500
    BOSTON HEALTHCARE FOR HOMELESS
    780 ALBANY ST
    BOSTON,MA02118     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 500
    GREATER BOSTON LEGAL SERVICES
    197 FRIEND ST
    BOSTON,MA02114     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 250
    MARTHA'S VINYARD'S MUSEUM
    PO BOX 1310
    EDGARTOWN,MA02539     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 250
    FRIENDS OF MVR RADIO
    PO BOX 1148
    VINEYARD HAVEN,MA02568     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 250
    FOOTSTEPS
    114 JOHN ST
    NEW YORK,NY10272     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 250
    UNIVERSITY OF CHICAGO
    5235 SOUTH HARPER CT
    CHICAGO,IL60615     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 100,000
    CONEY ISLAND PREP CHARTER SCHOOL
    294 AVE T
    BROOKLYN,NY11223     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 250
    ADOLESCENT CONSULTATION SERVICES
    189 CAMBRIDGE ST
    CAMBRIDGE,MA02141     		  501(C)(3) TO SUPPORT ORG.'S TAX-EXEMPT PURPOSE 250
    Total .................................bullet 3a 971,950
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2015)
    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
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........     		    14 78  
    4 Dividends and interest from securities....     14 702,554  
    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 10,107  
    8
    Gain or (loss) from sales of assets other than inventory ............     		    14 37,440 20,204
    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)..   750,179 20,204
    13Total. Add line 12, columns (b), (d), and (e)..................
    13770,383
    (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 (2015)
    Form 990-PF (2015)
    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 organizations?
    Yes
    No
    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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2015)
    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
    2015
    Name of the organization
    THE ASHURST FOUNDATION
    C/O ELIZABETH K POZEN
    Employer identification number

    20-6325176
    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) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
    Name of organization
    THE ASHURST FOUNDATION
    C/O ELIZABETH K POZEN         		Employer identification number
    20-6325176
    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
     
     

    ROBERT C POZEN  
    9 ARLINGTON STREET
     
    BOSTON, MA021163410

    		$ 200,000


    (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) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 3
    Name of organization
    THE ASHURST FOUNDATION
    C/O ELIZABETH K POZEN         		Employer identification number

    20-6325176
    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) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 4
    Name of organization
    THE ASHURST FOUNDATION
    C/O ELIZABETH K POZEN         		Employer identification number

    20-6325176
    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) (2015)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2015 AccountingFeesSchedule
    Name:
    THE ASHURST FOUNDATION
     
    C/O ELIZABETH K POZEN
    EIN:
    20-6325176
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    HARTNETT & CO, 2,900 2,900    

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

    TY 2015 GainLossSaleOtherAssetsSch
    Name:
    THE ASHURST FOUNDATION
     
    C/O ELIZABETH K POZEN
    EIN:
    20-6325176
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    1700 BIOMED RLTY TR INC 2015-08 PURCHASE 2015-10   39,779 36,356     3,423  
    1500 PROCTOR & GAMBLE CO 2013-04 PURCHASE 2015-08   115,190 116,856     -1,666  
    1117.998 KRAFT FOOD GROUP INC 2004-12 DONATION 2015-07   18,447       18,447  

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    THE ASHURST FOUNDATION
     
    C/O ELIZABETH K POZEN
    EIN:
    20-6325176
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ALTRIA GROUP INC 282,319 282,319
    BCE INC COM NEW 4,310,069 4,310,069
    CONOCOPHILLIPS 121,394 121,394
    CYS INVTS INC COM 662,527 662,527
    DEERE & COMPANY 122,032 122,032
    EXXON MOBIL CORP 252,558 252,558
    GENERAL ELECTRIC CO COM 168,210 168,210
    GILEAD SCIENCES INC 397,677 397,677
    GOLDMAN SACHS GROUP INC COM 188,340 188,340
    HONEYWELL INTL INC 329,870 329,870
    INTEL CORP COM 172,250 172,250
    INTL BUSINESS MACHINES 72,251 72,251
    JOHNSON & JOHNSON 195,168 195,168
    JPMORGAN CHASE & CO 299,776 299,776
    KRAFT FOODS INC CL A 81,346 81,346
    MONDELEZ INTL INC 150,483 150,483
    MONSANTO CO 226,596 226,596
    NIELSEN HOLDINGS 866,760 866,760
    NIKE INC 295,625 295,625
    PFIZER INC COM 121,050 121,050
    PHILIP MORRIS INTL INC 244,829 244,829
    PROCTER & GAMBLE CO COM    
    UNITED TECHNOLOGIES CORP 164,760 164,760
    VERIZON COMMUNICATIONS INC 101,684 101,684
    AVALONBAY CMNTYS INC COM 39,588 39,588
    DIGITAL RLTY TR INC COM 41,591 41,591
    UDR INC COM 41,327 41,327

    TY 2015 InvestmentsOtherSchedule2
    Name:
    THE ASHURST FOUNDATION
     
    C/O ELIZABETH K POZEN
    EIN:
    20-6325176
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ALPS ETF TR ALERIAN MLP EFT FMV 346,076 346,076
    DFA U.S. CORE EQUITY 1 PORTFOLIO FMV 1,129,034 1,129,034
    EATON VANCE FLOATING RATE INCOME TR FMV 235,420 235,420
    FIDELITY ADVISOR NEW INSIGHTS CL FMV 479,720 479,720
    FIDELITY FLOATING RATE HIGH INC FMV 298,886 298,886
    JPMORGAN CHASE & CO ALERIAN MLP INDE FMV 127,468 127,468
    POWERSHARES GLOBAL EXCHANGE FMV 445,153 445,153
    SELECT SECTOR SPDR TR UTILS FMV 123,348 123,348
    SPDR INDEX SHS FDS S&P INTL DIV FMV 651,521 651,521
    SPDR SER TR S&P REGL BKG FMV 159,296 159,296
    VANGUARD INDEX FDS VANGUARD REIT EFT FMV 521,035 521,035
    VANGUARD WORLD FDS VANGUARD CONSUMER FMV 165,445 165,445
    WISDOMTREE TR DIVID EX-FINANCIALS FD FMV 1,052,243 1,052,243
    WISDOMTREE TR EMERGING MKTS EQUITY FMV 556,389 556,389
    WISDOMTREE TR EUROPE SMALLCAP DIVID FMV 662,200 662,200
    WISDOMTREE TR MIDCAP DIVID FD FMV 488,293 488,293
    WISDOMTREE TR SMALLCAP EARNINGS FD FMV 1,102,890 1,102,890

    TY 2015 OtherDecreasesSchedule
    Name:
    THE ASHURST FOUNDATION
     
    C/O ELIZABETH K POZEN
    EIN:
    20-6325176
    Description Amount
    CHANGE IN FAIR MARKET VALUE 1,723,680


    TY 2015 OtherExpensesSchedule
    Name:
    THE ASHURST FOUNDATION
     
    C/O ELIZABETH K POZEN
    EIN:
    20-6325176
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    STATE FILING FEES 500      


    TY 2015 OtherIncomeSchedule2
    Name:
    THE ASHURST FOUNDATION
     
    C/O ELIZABETH K POZEN
    EIN:
    20-6325176
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PERSHING LL - 434 10,107 10,107  


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    THE ASHURST FOUNDATION
     
    C/O ELIZABETH K POZEN
    EIN:
    20-6325176
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FIRST REPUBLIC SECURITIES 33,624 33,624    


    TY 2015 TaxesSchedule
    Name:
    THE ASHURST FOUNDATION
     
    C/O ELIZABETH K POZEN
    EIN:
    20-6325176
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL INCOME TAXES 11,994      
    FOREIGN TAX WITHHELD 41,877 41,877