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
ROBERTS FAMILY FOUNDATION
C/O PAUL MCCOY
Number and street (or P.O. box number if mail is not delivered to street address)31 ST JAMES AVENUE SUITE 740
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02116
A Employer identification number

04-3522054
B Telephone number (see instructions)

(617) 933-3620
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$18,500,444J 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) 3,500,500
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 137 137  
4 Dividends and interest from securities... 169,481 169,481  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 66,160
b Gross sales price for all assets on line 6a 7,958,041
7 Capital gain net income (from Part IV, line 2)... 66,160
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 46,215 46,215  
12 Total. Add lines 1 through 11........ 3,782,493 281,993  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 8,000 8,000   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 74,748 74,748   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 500 500   0
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 3,838 3,838   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 87,086 87,086   0
25 Contributions, gifts, grants paid....... 35,575 35,575
26 Total expenses and disbursements. Add lines 24 and 25 122,661 87,086   35,575
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,659,832
b Net investment income (if negative, enter -0-) 194,907
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......... 3,264,866 4,668,753 4,668,753
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment11,291,941 Click to see attachment13,547,886 Click to see attachment13,831,691
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 14,556,807 18,216,639 18,500,444
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 14,556,807 18,216,639
30 Total net assets or fund balances (see instructions)..... 14,556,807 18,216,639
31 Total liabilities and net assets/fund balances (see instructions). 14,556,807 18,216,639
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
14,556,807
2
Enter amount from Part I, line 27a .....................
2
3,659,832
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
18,216,639
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
18,216,639
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.)
1 a ISHARES AAA A RATED COR BOND ETF P 2015-01-05 2015-10-07
b ISHARES CHINA LARGE CAP ETF IV P 2015-06-11 2015-07-08
c ISHARES FLOATING RATE BOND ETF P 2014-07-17 2015-02-12
d ISHARES FLOATING RATE BOND ETF P 2015-01-05 2015-02-12
e ISHARES MSCI GERMANY ETF IV P 2015-01-05 2015-10-01
ISHARES MSCI HONG KONG ETF P 2014-08-20 2015-06-18
ISHARES MSCI INDIA INDEX ETF P 2014-07-17 2015-06-11
ISHARES MSCI INDIA INDEX ETF P 2015-01-05 2015-06-11
ISHARES MSCI UNITED KINGDOM ETF P 2015-06-11 2015-09-03
ISHARES 1-3 YEAR TREASRY BOND ETF P 2015-01-05 2015-10-07
VANGUARD DIVIDEND APPRECIATION ETF P 2014-06-06 2015-02-12
VANGUARD GLBAL EX US REAL EST ETF IV P 2015-01-05 2015-10-07
POWERSHARES DB CMMDTY IDX TRC ETF IV P 2014-07-17 2015-02-12
POWERSHARES DB CMMDTY IDX TRC ETF IV P 2014-10-09 2015-02-12
POWERSHARES DB CMMDTY IDX TRC ETF IV P 2014-10-09 2015-03-06
POWERSHARES DB CMMDTY IDX TRC ETF IV P 2015-01-05 2015-03-06
ISHARES AAA A RATED COR BOND ETF P 2012-10-03 2015-10-07
ISHARES AAA A RATED COR BOND ETF P 2014-07-17 2015-10-07
ISHARES FLOATING RATE BOND ETF P 2013-02-06 2015-02-12
ISHARES MSCI GERMANY ETF IV P 2013-06-11 2015-10-01
ISHARES MSCI GERMANY ETF IV P 2014-07-17 2015-10-01
ISHARES MSCI INDIA INDEX ETF P 2014-06-06 2015-06-11
ISHARES 1-3 YEAR TREASRY BOND ETF P 2014-07-17 2015-10-07
SPDR S&P 500 ETF IV P 2013-02-20 2015-02-12
SPDR S&P 500 ETF IV P 2013-06-12 2015-02-12
VANGUARD DIVIDEND APPRECIATION ETF P 2013-10-03 2015-02-12
VANGUARD GLBAL EX US REAL EST ETF IV P 2014-07-10 2015-10-07
VANGUARD GLBAL EX US REAL EST ETF IV P 2014-07-17 2015-10-07
VANGUARD REIT ETF IV P 2012-10-03 2015-06-11
VANGUARD REIT ETF IV P 2014-06-06 2015-06-11
ISHARES 1-3 YEAR TREASRY BOND ETF P 2010-03-25 2015-10-07
POWERSHARES DB CMMDTY IDX TRC ETF IV P 2010-03-01 2015-02-12
POWERSHARES DB CMMDTY IDX TRC ETF IV P 2010-03-25 2015-02-12
POWERSHARES QQQ TRUST SRS ETF P 2011-10-05 2015-06-18
VANGUARD DIVIDEND APPRECIATION ETF P 2010-06-02 2015-02-12
VANGUARD REIT ETF IV P 2011-02-01 2015-06-11
VANGUARD TOTAL BOND MARKET ETF P 2010-03-01 2015-10-15
ISHARES CURRENCY HEDGED P 2015-01-01 2015-12-08
PIMCO ENHANCED SHORT P 2012-01-01 2015-12-15
VANGUARD BOND INDEX FUND P 2015-01-01 2015-04-08
WISDOMTREE JAPAN HEDGED P 2015-01-01 2015-12-28
ISHARES CURRENCY HEDGED P 2014-01-01 2015-12-08
VANGUARD TOTAL BOND MARKET ETF P 2014-01-01 2015-12-28
WISDOMTREE JAPAN HEDGED P 2014-01-01 2015-12-30
VANGUARD SHRT TRM CP ETF P 2015-12-01 2015-12-30
VANGUARD SHRT TRM CP ETF P 2014-01-01 2015-12-30
ISHARES MSCI EMERGING MARKETS ETF P 2014-07-21 2015-01-21
ISHARES MSCI EMERGING MARKETS ETF P 2014-07-21 2015-01-26
ISHARES MSCI EMERGING MARKETS ETF P 2014-07-21 2015-02-02
ISHARES MSCI EUROZONE ETF P 2014-12-08 2015-01-12
ISHARES MSCI EUROZONE ETF P 2014-12-22 2015-01-12
ISHARES MSCI EUROZONE ETF P 2014-12-29 2015-01-12
ISHARES MSCI EUROZONE ETF P 2014-12-22 2015-02-02
ISHARES MSCI EUROZONE ETF P 2015-01-05 2015-02-02
ISHARES MSCI JAPAN ETF P 2015-02-09 2015-02-17
ISHARES MSCI JAPAN ETF P 2015-02-09 2015-03-02
ISHARES SHORT TREASURY BOND ETF P 2014-11-03 2015-01-26
ISHARES SHORT TREASURY BOND ETF P 2014-11-12 2015-01-26
ISHARES SHORT TREASURY BOND ETF P 2014-12-10 2015-01-26
ISHARES SHORT TREASURY BOND ETF P 2014-11-11 2015-02-09
ISHARES SHORT TREASURY BOND ETF P 2014-11-20 2015-02-09
ISHARES SHORT TREASURY BOND ETF P 2014-11-10 2015-03-02
ISHARES SHORT TREASURY BOND ETF P 2014-11-11 2015-03-02
ISHARES SHORT TREASURY BOND ETF P 2014-11-19 2015-03-02
ISHARES SHORT TREASURY BOND ETF P 2014-11-28 2015-03-02
ISHARES SHORT TREASURY BOND ETF P 2014-12-10 2015-03-02
ISHARES SHORT TREASURY BOND ETF P 2014-12-18 2015-03-02
ISHARES US FINANCIALS ETF P 2014-12-08 2015-01-20
ISHARES US TECHNOLOGY ETF P 2014-07-01 2015-02-02
ISHARES US TECHNOLOGY ETF P 2014-07-01 2015-02-02
ISHARES US TECHNOLOGY ETF P 2014-07-07 2015-02-02
ISHARES US TECHNOLOGY ETF P 2014-07-21 2015-02-02
ISHARES US TECHNOLOGY ETF P 2014-07-28 2015-02-02
ISHARES US TECHNOLOGY ETF P 2014-08-17 2015-02-02
ISHARES US TECHNOLOGY ETF P 2014-10-13 2015-02-02
ISHARES US TECHNOLOGY ETF P 2014-10-20 2015-02-02
ISHARES US TECHNOLOGY ETF P 2015-01-21 2015-02-02
ISHARES US UTILITIES ETF P 2014-12-30 2015-02-03
ISHARES US UTILITIES ETF P 2014-12-30 2015-02-17
ISHARES US UTILITIES ETF P 2014-12-30 2015-02-17
ISHARES US UTILITIES ETF P 2015-01-20 2015-02-17
SPDR FUND CONSUMER DISCRE SEL ETF IV P 2014-12-30 2015-01-20
SPDR FUND CONSUMER STAPLES ETF IV P 2015-01-20 2015-02-17
ISHARES MSCI CANADA ETF INDEX FUND P 2015-06-01 2015-06-08
ISHARES MSCI PACIFIC ETF EX-JAPAN P 2015-05-04 2015-05-11
ISHARES MSCI PACIFIC ETF EX-JAPAN P 2015-05-04 2015-06-01
ISHARES MSCI ETF SWITZERLAND CAPPED P 2015-05-11 2015-06-15
ISHARES MSCI ETF SWITZERLAND CAPPED P 2015-06-08 2015-06-15
ISHARES MSCI JAPAN ETF P 2015-02-09 2015-05-04
ISHARES MSCI JAPAN ETF P 2015-02-09 2015-05-11
ISHARES MSCI JAPAN ETF P 2015-02-09 2015-06-23
ISHARES MSCI JAPAN ETF P 2015-06-08 2015-06-23
ISHARES MSCI JAPAN ETF P 2015-06-15 2015-06-23
ISHARES MSCI ETF EMERGING MARKETS P 2014-06-09 2015-05-11
ISHARES MSCI ETF EMERGING MARKETS P 2014-06-09 2015-05-11
ISHARES MSCI ETF EMERGING MARKETS P 2014-06-09 2015-05-11
ISHARES MSCI ETF EMERGING MARKETS P 2014-06-16 2015-05-11
ISHARES MSCI ETF EMERGING MARKETS P 2014-07-03 2015-05-11
ISHARES MSCI ETF EMERGING MARKETS P 2014-07-07 2015-05-11
ISHARES MSCI ETF EMERGING MARKETS P 2014-07-21 2015-05-11
ISHARES MSCI ETF EMERGING MARKETS P 2014-06-24 2015-06-23
ISHARES MSCI ETF EMERGING MARKETS P 2014-07-01 2015-06-23
ISHARES MSCI ETF EMERGING MARKETS P 2014-07-07 2015-06-23
ISHARES MSCI ETF EMERGING MARKETS P 2014-07-21 2015-06-23
ISHARES MSCI ETF EMERGING MARKETS P 2014-07-31 2015-06-23
ISHARES MSCI ETF EMERGING MARKETS P 2014-08-04 2015-06-23
ISHARES MSCI ETF EMERGING MARKETS P 2014-08-04 2015-06-23
ISHARES MSCI ETF EMERGING MARKETS P 2014-08-11 2015-06-23
ISHARES MSCI ETF EMERGING MARKETS P 2014-08-18 2015-06-23
ISHARES MSCI ETF EMERGING MARKETS P 2014-10-06 2015-06-23
ISHARES MSCI ETF EMERGING MARKETS P 2014-10-13 2015-06-23
ISHARES MSCI ETF EMERGING MARKETS P 2014-10-20 2015-06-23
ISHARES MSCI ETF EMERGING MARKETS P 2014-10-27 2015-06-23
ISHARES MSCI ETF EMERGING MARKETS P 2014-12-08 2015-06-23
ISHARES MSCI ETF EMERGING MARKETS P 2014-12-15 2015-06-23
ISHARES MSCI ETF EMERGING MARKETS P 2015-03-24 2015-06-23
ISHARES MSCI ETF EMERGING MARKETS P 2015-06-08 2015-06-23
ISHARES MSCI ETF EMERGING MARKETS P 2015-06-15 2015-06-23
ISHARES ETF US FINANCIALS P 2015-05-26 2015-06-23
ISHARES ETF US ENERGY P 2015-03-30 2015-05-26
ISHARES ETF US ENERGY P 2015-03-30 2015-06-23
ISHARES ETF US ENERGY P 2015-05-04 2015-06-23
ISHARES ETF SHORT TREASURY BOND P 2014-11-10 2015-03-30
ISHARES ETF SHORT TREASURY BOND P 2014-11-10 2015-03-30
ISHARES ETF SHORT TREASURY BOND P 2014-11-11 2015-03-30
ISHARES ETF SHORT TREASURY BOND P 2014-11-17 2015-03-30
ISHARES ETF SHORT TREASURY BOND P 2014-11-10 2015-05-04
ISHARES ETF SHORT TREASURY BOND P 2014-11-10 2015-05-11
ISHARES ETF SHORT TREASURY BOND P 2014-11-11 2015-05-11
ISHARES ETF SHORT TREASURY BOND P 2014-11-17 2015-05-11
ISHARES ETF SHORT TREASURY BOND P 2014-11-17 2015-05-11
ISHARES ETF SHORT TREASURY BOND P 2014-11-17 2015-05-26
ISHARES ETF SHORT TREASURY BOND P 2014-11-17 2015-05-26
ISHARES ETF SHORT TREASURY BOND P 2014-11-19 2015-05-26
ISHARES ETF SHORT TREASURY BOND P 2014-11-19 2015-05-26
ISHARES ETF SHORT TREASURY BOND P 2014-11-28 2015-05-26
ISHARES ETF SHORT TREASURY BOND P 2014-12-10 2015-05-26
ISHARES ETF SHORT TREASURY BOND P 2014-12-09 2015-06-23
ISHARES ETF SHORT TREASURY BOND P 2014-12-10 2015-06-23
ISHARES ETF SHORT TREASURY BOND P 2014-12-14 2015-06-23
ISHARES ETF SHORT TREASURY BOND P 2014-12-16 2015-06-23
ISHARES ETF SHORT TREASURY BOND P 2014-12-18 2015-06-23
ISHARES ETF SHORT TREASURY BOND P 2014-12-25 2015-06-23
ISHARES ETF SHORT TREASURY BOND P 2014-12-30 2015-06-23
ISHARES ETF SHORT TREASURY BOND P 2015-02-03 2015-06-23
ISHARES ETF SHORT TREASURY BOND P 2015-03-24 2015-06-23
ISHARES MSCI UNITED KINGDOM ETF P 2015-03-02 2015-03-24
ISHARES MSCI UNITED KINGDOM ETF P 2015-05-11 2015-06-22
ISHARES MSCI UNITED KINGDOM ETF P 2015-06-08 2015-06-22
ISHARES MSCI UNITED KINGDOM ETF P 2015-06-15 2015-06-22
SELECT SECTOR SPDR TR CONSUMER STAPLES P 2014-06-30 2015-03-24
SELECT SECTOR SPDR TR CONSUMER STAPLES P 2014-06-30 2015-03-24
SELECT SECTOR SPDR TR CONSUMER STAPLES P 2014-08-04 2015-03-24
SELECT SECTOR SPDR TR CONSUMER STAPLES P 2014-08-11 2015-03-24
SELECT SECTOR SPDR TR CONSUMER STAPLES P 2014-09-29 2015-03-24
SELECT SECTOR SPDR TR CONSUMER STAPLES P 2014-10-20 2015-03-24
SELECT SECTOR SPDR TR CONSUMER STAPLES P 2015-01-20 2015-03-24
SELECT SECTOR SPDR FD CONSUMER DISC P 2015-03-02 2015-05-26
SELECT SECTOR SPDR FD CONSUMER DISC P 2015-03-02 2015-05-26
SELECT SECTOR SPDR FD CONSUMER DISC P 2015-03-02 2015-06-23
SELECT SECTOR SPDR FD CONSUMER DISC P 2015-03-02 2015-06-23
SELECT SECTOR SPDR FD CONSUMER DISC P 2015-03-03 2015-06-23
ISHARES MSCI ETF EMERGING MARKETS P 2013-09-02 2015-05-04
ISHARES MSCI ETF EMERGING MARKETS P 2013-09-30 2015-05-04
ISHARES MSCI ETF EMERGING MARKETS P 2013-10-07 2015-05-04
ISHARES MSCI ETF EMERGING MARKETS P 2013-10-07 2015-05-04
ISHARES MSCI ETF EMERGING MARKETS P 2013-10-07 2015-05-11
ISHARES MSCI ETF EMERGING MARKETS P 2013-10-13 2015-05-11
ISHARES MSCI ETF EMERGING MARKETS P 2013-10-13 2015-05-11
ISHARES MSCI ETF EMERGING MARKETS P 2013-10-20 2015-05-11
ISHARES MSCI ETF EMERGING MARKETS P 2013-10-20 2015-05-11
ISHARES MSCI ETF EMERGING MARKETS P 2013-11-10 2015-05-11
ISHARES MSCI ETF EMERGING MARKETS P 2013-11-10 2015-05-11
ISHARES MSCI ETF EMERGING MARKETS P 2014-01-13 2015-05-11
ISHARES MSCI ETF EMERGING MARKETS P 2014-01-13 2015-05-11
ISHARES MSCI ETF EMERGING MARKETS P 2014-01-13 2015-05-11
ISHARES MSCI ETF EMERGING MARKETS P 2014-01-13 2015-05-11
ISHARES MSCI ETF EMERGING MARKETS P 2014-04-07 2015-05-11
ISHARES MSCI ETF EMERGING MARKETS P 2014-04-07 2015-05-11
ISHARES MSCI ETF EMERGING MARKETS P 2013-11-25 2015-06-23
ISHARES MSCI ETF EMERGING MARKETS P 2014-01-28 2015-06-23
ALYDAR FUND LIMITED P 2014-01-01 2015-06-30
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(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 55,425   56,512 -1,087
b 104,363   128,726 -24,363
c 50,412   50,637 -225
d 79,133   79,058 75
e 44,097   47,293 -3,196
17,898   17,236 662
21,758   22,286 -528
37,422   38,935 -1,513
112,019   128,023 -16,004
58,876   58,583 293
57,682   54,982 2,700
46,699   47,397 -698
26,790   37,989 -11,199
30,816   38,602 -7,786
12,693   16,245 -3,552
115,369   116,852 -1,483
91,234   93,494 -2,260
40,407   40,697 -290
125,247   125,273 -26
35,395   38,149 -2,754
39,097   48,724 -9,627
63,146   65,446 -2,300
38,401   38,203 198
66,683   48,783 17,900
66,474   52,054 14,420
62,911   53,327 9,584
59,426   65,940 -6,514
19,458   21,628 -2,170
27,916   22,891 5,025
37,350   36,247 1,103
94,644   92,707 1,937
29,710   38,392 -8,682
36,947   46,871 -9,924
17,698   8,478 9,220
11,112   6,285 4,827
44,619   31,099 13,520
28,396   27,502 894
113     113
67     67
169     169
1,815     1,815
954     954
972     972
3,484     3,484
65     65
959     959
8,731   9,644 -913
5,629   6,105 -476
3,485   3,893 -408
311,847   312,563 -716
11,530   11,530 0
210   222 -12
286,913   320,920 -34,007
10,803   12,104 -1,301
2,189   2,121 68
6,516   6,119 397
142,881   142,881 0
37,847   37,847 0
120,925   120,925 0
115,553   115,553 0
37,858   37,858 0
662   662 0
27,371   27,371 0
115,576   115,576 0
37,866   37,866 0
92,680   92,680 0
120,906   120,960 -54
197,389   207,388 -9,999
38   37 1
127   123 4
7,775   7,629 146
46,075   45,595 480
9,188   9,176 12
15,725   15,679 46
23,137   22,040 1,097
93,651   88,311 5,340
52,285   53,345 -1,060
3,782   3,782 0
3,511   3,777 -266
193,903   208,845 -14,942
38,056   40,814 -2,758
200,503   209,945 -9,442
3,561   3,555 6
111,846   112,818 -972
34,329   35,353 -1,024
111,309   116,268 -4,959
110,907   113,857 -2,950
20,526   20,898 -372
9,687   8,623 1,064
34,229   30,585 3,644
117,267   102,964 14,303
20,750   20,198 552
14,876   14,610 266
2,633   2,633 0
643   643 0
484   484 0
1,224   1,224 0
802   802 0
336   336 0
23,240   23,240 0
454   477 -23
1,157   1,206 -49
3,074   3,085 -11
52,772   56,971 -4,199
750   755 -5
2,345   2,415 -70
313   317 -4
18,144   18,859 -715
21,527   21,899 -372
14,352   14,708 -356
26,800   26,916 -116
73,886   73,606 280
4,999   4,957 42
3,852   3,798 54
10,245   9,458 787
10,368   10,187 181
25,764   25,197 567
35,283   34,260 1,023
259,734   253,772 5,962
9,192   9,072 120
240,271   239,828 443
10,011   10,627 -616
158,854   158,854 0
662   662 0
27,376   27,376 0
57,121   57,121 0
134,649   134,706 -57
24,813   24,823 -10
27,349   27,378 -29
19,850   19,849 1
12,241   12,241 0
23,268   23,269 -1
21,615   21,615 0
96,609   96,609 0
18,991   18,991 0
37,873   37,873 0
53,412   53,412 0
18,968   18,991 -23
39,259   39,286 -27
21,614   21,618 -4
96,493   96,621 -128
64,623   64,687 -64
37,825   37,878 -53
53,375   53,414 -39
9,153   9,153 0
142,038   142,024 14
147,144   149,878 -2,734
114,748   116,431 -1,683
23,741   22,862 879
15,028   14,604 424
59,045   53,170 5,875
401   361 40
68,220   61,683 6,537
22,064   19,817 2,247
17,339   15,895 1,444
38,889   35,802 3,087
44,081   44,433 -352
5,826   5,826 0
534   537 -3
136,699   134,081 2,618
5,940   5,833 107
117,238   114,755 2,483
20,956   20,774 182
1,204   1,192 12
4,843   4,675 168
2,017   1,948 69
13,525   13,264 261
527   520 7
520   508 12
656   647 9
317   311 6
87   87 0
16   16 0
7,422   7,409 13
1,625   1,625 0
405   405 0
114   114 0
17,618   17,159 459
119   116 3
83   86 -3
1,666   1,713 -47
125,967     125,967
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
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       -1,087
b       -24,363
c       -225
d       75
e       -3,196
      662
      -528
      -1,513
      -16,004
      293
      2,700
      -698
      -11,199
      -7,786
      -3,552
      -1,483
      -2,260
      -290
      -26
      -2,754
      -9,627
      -2,300
      198
      17,900
      14,420
      9,584
      -6,514
      -2,170
      5,025
      1,103
      1,937
      -8,682
      -9,924
      9,220
      4,827
      13,520
      894
      113
      67
      169
      1,815
      954
      972
      3,484
      65
      959
      -913
      -476
      -408
      -716
      0
      -12
      -34,007
      -1,301
      68
      397
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      -54
      -9,999
      1
      4
      146
      480
      12
      46
      1,097
      5,340
      -1,060
      0
      -266
      -14,942
      -2,758
      -9,442
      6
      -972
      -1,024
      -4,959
      -2,950
      -372
      1,064
      3,644
      14,303
      552
      266
      0
      0
      0
      0
      0
      0
      0
      -23
      -49
      -11
      -4,199
      -5
      -70
      -4
      -715
      -372
      -356
      -116
      280
      42
      54
      787
      181
      567
      1,023
      5,962
      120
      443
      -616
      0
      0
      0
      0
      -57
      -10
      -29
      1
      0
      -1
      0
      0
      0
      0
      0
      -23
      -27
      -4
      -128
      -64
      -53
      -39
      0
      14
      -2,734
      -1,683
      879
      424
      5,875
      40
      6,537
      2,247
      1,444
      3,087
      -352
      0
      -3
      2,618
      107
      2,483
      182
      12
      168
      69
      261
      7
      12
      9
      6
      0
      0
      13
      0
      0
      0
      459
      3
      -3
      -47
      125,967
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
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 66,160
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 7,925 13,248,200 0.000598
2013 576,075 12,947,379 0.044494
2012 810,855 7,851,589 0.103273
2011 843,471 7,495,394 0.112532
2010 830,555 7,979,920 0.104081
2
Total of line 1, column (d) .....................
20.364978
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
0.072996
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
17,139,415
5
Multiply line 4 by line 3......................
5
1,251,109
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,949
7
Add lines 5 and 6........................
7
1,253,058
8
Enter qualifying distributions from Part XII, line 4.............
8
35,575
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 3,898
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 3,898
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 3,898
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 30,111
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 30,111
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 26,213
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet26,213 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 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. Click to see attachment...............................
    10
    Yes
     
    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 ofbulletJACQUELINE MCCOY CPA Telephone no.bullet (617) 933-3620

    Located atbullet31 ST JAMES AVENUE SUITE 740BOSTONMA ZIP+4bullet02116
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 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
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 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
    ROBERT G BANNISH TRUSTEE
    1.00     		0 0 0
    RICE HEARD BIGELOW INC 50 CONGRESS
    STREET
    BOSTON,MA02109
    KRISTEN ROBERTS TRUSTEE
    0.00     		0 0 0
    31 ST JAMES AVENUE SUITE 740
    BOSTON,MA02116
    THOMAS S ROBERTS TRUSTEE
    0.00     		0 0 0
    31 ST JAMES AVENUE SUITE 740
    BOSTON,MA02116
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    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
    8,778,393
    b
    Average of monthly cash balances.......................
    1b
    2,286,824
    c
    Fair market value of all other assets (see instructions)................
    1c
    6,335,204
    d
    Total (add lines 1a, b, and c).........................
    1d
    17,400,421
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    17,400,421
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    261,006
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    17,139,415
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    856,971
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    856,971
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    3,898
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,898
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    853,073
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    853,073
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    853,073
    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
    35,575
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    35,575
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    35,575
    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 7 853,073
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 432,049
    b From 2011...... 470,609
    c From 2012...... 439,016
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........ 1,341,674
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 35,575
    a Applied to 2014, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2015 distributable amount..... 35,575
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2015. 817,498 817,498
    (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 5 524,176
    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 ......     		524,176
    10 Analysis of line 9:
    a Excess from 2011.... 85,160
    b Excess from 2012.... 439,016
    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).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (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
    GG PACER CENTER INC
    8161 NORMANDALE BLVD
    BLOOMINGTON,MN55437     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    YMCA FLORIDA
    433 N MILLS AVE
    ORLANDO,FL32803     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    TRAVIS ROY FOUNDATION
    60 STATE STREET
    BOSTON,MA02109     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    SQUASHBUSTERS
    795 COLUMBUS AVE
    ROXBURY CROSSING,MA02120     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    NETWORK FOR GOOD
    1140 CONNECTICUT AVE NW 700
    WASHINGTON,DC20036     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 5,000
    CYSTIC FIBROSIS FOUNDATION
    6931 ARLINGTON ROAD SUITE 200
    BETHESDA,MD20814     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 10,000
    FRANCIS OUIMET SCHOLARSHIP FUND
    300 ARNOLD PALMER BLVD
    NORTON,MA02766     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    CLASS OF 1985 PRINCETON UNIVERSITY
    330 ALEXANDER STREET
    PRINCETON,NJ08540     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 75
    FRIENDS OF DARTMOUTH SQUASH
    6066 DEVELOPMENT OFFICE
    HANOVER,NH03755     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 10,000
    YMCA
    101 N WACKER DRIVE
    CHICAGO,IL60606     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 5,000
    GLOBAL GIVING
    1110 VERMONT AVENUE NW SUITE 550
    WASHINGTON,DC20005     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    Total .................................bullet 3a 35,575
    bApproved for future payment
    Total .................................bullet 3b 0
    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 ...........     		    14 137  
    4 Dividends and interest from securities....     14 169,481  
    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.....     01 46,215  
    8
    Gain or (loss) from sales of assets other than inventory ............     		    18 66,160  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 281,993 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13281,993
    (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
    ROBERTS FAMILY FOUNDATION
    C/O PAUL MCCOY
    Employer identification number

    04-3522054
    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
    ROBERTS FAMILY FOUNDATION
    C/O PAUL MCCOY         		Employer identification number
    04-3522054
    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
     
     

    THOMAS AND KRISTEN ROBERTS  
    31 ST JAMES AVE SUITE 740
     
    BOSTON, MA02116

    		$ 3,500,500


    (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
    ROBERTS FAMILY FOUNDATION
    C/O PAUL MCCOY         		Employer identification number

    04-3522054
    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
    ROBERTS FAMILY FOUNDATION
    C/O PAUL MCCOY         		Employer identification number

    04-3522054
    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 OtherAssetsSchedule
    Name:
    ROBERTS FAMILY FOUNDATION
     
    C/O PAUL MCCOY
    EIN:
    04-3522054
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    HEDGE FUNDS 6,235,818 7,485,817 7,834,960
    ETFS 5,056,123 6,062,069 5,996,731


    TY 2015 OtherExpensesSchedule
    Name:
    ROBERTS FAMILY FOUNDATION
     
    C/O PAUL MCCOY
    EIN:
    04-3522054
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FSQUARED - TRANSACTION FEES 50 50   0
    CHARLES SCHWAB - VANGUARD REIT 2,130 2,130   0
    POWERSHARES LOSSES REPORTED ON K-1 1,643 1,643   0
    OTHER EXPENSES 15 15   0


    TY 2015 OtherIncomeSchedule2
    Name:
    ROBERTS FAMILY FOUNDATION
     
    C/O PAUL MCCOY
    EIN:
    04-3522054
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    POWERSHARES 46,215 46,215 46,215


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    ROBERTS FAMILY FOUNDATION
     
    C/O PAUL MCCOY
    EIN:
    04-3522054
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    WELLS FARGO 8796 27,356 27,356   0
    CHARLES SCHWAB - FSQUARED 684 684   0
    CHARLES SCHWAB 46,245 46,245   0
    WELLS FARGO - FSQUARED 463 463   0


    TY 2015 SubstantialContributorsSch
    Name:
    ROBERTS FAMILY FOUNDATION
     
    C/O PAUL MCCOY
    EIN:
    04-3522054
    Name Address
    THOMAS KRISTEN ROBERTS 31 ST JAMES AVENUE SUITE 740
    BOSTON,MA02116


    TY 2015 TaxesSchedule
    Name:
    ROBERTS FAMILY FOUNDATION
     
    C/O PAUL MCCOY
    EIN:
    04-3522054
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    COMMONWEALTH OF MASSACHUSETTS 500 500   0