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
1772 FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)449 THAMES STREET SUITE 301C
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEWPORT, RI02840
A Employer identification number

22-2578377
B Telephone number (see instructions)

(401) 847-1772
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$78,459,517
J 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)  
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 138,318 138,318  
4 Dividends and interest from securities... 1,623,130 1,623,130  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,580,835
b Gross sales price for all assets on line 6a 21,621,656
7 Capital gain net income (from Part IV, line 2)... 2,580,835
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)....... 633 633  
12 Total. Add lines 1 through 11........ 4,342,916 4,342,916  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 386,650 115,995   270,655
14 Other employee salaries and wages...... 44,994 13,498   31,496
15 Pension plans, employee benefits....... 47,225 14,167   33,058
16a Legal fees (attach schedule)......... 10,422 5,211   5,211
b Accounting fees (attach schedule)....... 27,995 13,998   13,997
c Other professional fees (attach schedule).... 253,750 252,568   1,182
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 38,768      
19 Depreciation (attach schedule) and depletion... 460 460  
20 Occupancy.............. 7,700 3,850   3,850
21 Travel, conferences, and meetings....... 55,219 16,565   38,654
22 Printing and publications.......... 5,743     5,743
23 Other expenses (attach schedule)....... 38,551 19,652   18,899
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 917,477 455,964   422,745
25 Contributions, gifts, grants paid....... 3,889,990 3,714,990
26 Total expenses and disbursements. Add lines 24 and 25 4,807,467 455,964   4,137,735
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -464,551
b Net investment income (if negative, enter -0-) 3,886,952
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............. 834,701 645,080 645,080
2 Savings and temporary cash investments......... 5,749,704 9,164,256 9,164,256
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.......... 95,390 34,012 34,012
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 11,121,651 Click to see attachment10,257,682 16,433,501
c Investments—corporate bonds (attach schedule)....... 6,209,999 Click to see attachment4,219,999 4,225,318
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans............. 1,968 1,851 2,112
13 Investments—other (attach schedule).......... 50,471,290 Click to see attachment49,489,929 46,819,638
14 Land, buildings, and equipment: basis bullet10,688
Less: accumulated depreciation (attach schedule) bullet10,688 460    
15 Other assets (describe bullet) Click to see attachment830,653 Click to see attachment1,135,600 Click to see attachment1,135,600
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 75,315,816 74,948,409 78,459,517
Liabilities 17 Accounts payable and accrued expenses.......... 77,784 68,628
18 Grants payable..................   175,000
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) Click to see attachment118,700 Click to see attachment50,000
23 Total liabilities (add lines 17 through 22)......... 196,484 293,628
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........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 75,119,332 74,654,781
30 Total net assets or fund balances (see instructions)..... 75,119,332 74,654,781
31 Total liabilities and net assets/fund balances (see instructions). 75,315,816 74,948,409
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
75,119,332
2
Enter amount from Part I, line 27a .....................
2
-464,551
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
74,654,781
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
74,654,781
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 ALEXANDER & BALDWIN INC-3180 P 2013-07-29 2015-11-16
b GNMA PASS-THRU SNGL FAM-10 P 1998-10-22 2015-08-17
c DANAHER CORP-600 P 2011-08-22 2015-05-04
d PRICE T ROWE GRP INC-5500 P 2014-08-12 2015-05-04
e WILLIAMS SONOMA INC-600 P 2012-01-25 2015-05-04
DFA EMERG MKT CORE EQ-7869.885 P 2009-10-23 2015-02-11
BLACKROCK STRAT INC OPPTY-74701.195 P 2014-07-01 2015-08-17
BCE INC-160 P 2013-02-11 2015-06-02
CORNING INC-160 P 2014-12-17 2015-06-02
GENUINE PARTS CO-125 P 2012-01-23 2015-02-12
JOHNSON & JOHNSON-190 P 2012-01-23 2015-02-12
MICROSOFT CORP-201 P 2011-03-28 2015-02-12
ROYAL DUTCH PETE-90 P 2012-01-23 2015-06-02
ANALOG DEVICES INC-5405 P 2015-10-14 2015-12-31
GNMA PASS-THRU SNGL FAM-10 P 1998-10-22 2015-09-15
DISNEY WALT CO-30 P 2012-11-21 2015-05-04
PROTHENA CORP-900 P 2014-05-05 2015-05-04
ABLEMARLE CORP-2161 P 2015-01-13 2015-12-31
DFA INTL SMALL CO PORT-16025.641 P   2015-02-11
DOUBLELINE TOT RET BND-137236.962 P 2010-06-09 2015-08-17
BCE INC-110 P 2014-03-26 2015-06-02
DIAGEO ORD-95 P 2012-01-23 2015-02-12
GENUINE PARTS CO-105 P 2012-01-23 2015-06-02
JOHNSON & JOHNSON-130 P 2012-01-23 2015-06-02
MICROSOFT CORP-26 P 2011-04-04 2015-02-12
ROYAL DUTCH PETE-85 P 2013-06-25 2015-06-02
CATERPILLAR INC-2340 P 2015-07-31 2015-10-01
LIBERTY GLOBAL PLC-185 P 2014-03-04 2015-07-07
EASTMAN CHEM CO-500 P 2014-08-06 2015-05-04
SALESFORCE COM INC-400 P 2012-07-03 2015-05-04
B&G FOODS INC-4020 P 2012-10-31 2015-02-19
DFA LARGE CAP INTL PORT-23696.682 P   2015-02-11
METROPOLITAN WEST TOT RET BND-138376 P   2015-08-17
BOEING CO-60 P 2012-01-23 2015-06-02
DIAGEO ORD-85 P 2012-01-23 2015-06-02
HALYARD HEALTH-23.75 P 2012-01-23 2015-03-17
JP MORGAN CHASE & CO-260 P 2012-03-29 2015-02-12
MICROSOFT CORP-55 P 2011-04-04 2015-06-02
SYMANTEC CORP-525 P 2014-03-11 2015-02-12
CITIGROUP INC-9900 P 2015-07-31 2015-10-14
MEAD JOHNSON NUTRITION CO-2570 P 2014-11-03 2015-07-31
FACEBOOK INC-300 P 2014-01-29 2015-05-04
SPLUNK INC-500 P 2015-02-19 2015-05-04
CELANESE CORP-5700 P 2009-08-14 2015-03-12
DFA REAL EST SEC PORT-2890.173 P   2015-02-11
TCW EMRG MKT INC-19379.845 P 2012-06-06 2015-08-17
CHEVRON CORP-65 P 2012-01-23 2015-02-12
DIAMOND OFFSHORE DRILLING INC-85 P 2013-02-05 2015-02-12
HCP INC-265 P 2012-01-23 2015-02-12
JP MORGAN CHASE & CO-5 P 2012-03-29 2015-06-02
MICROSOFT CORP-225 P 2012-01-23 2015-06-02
SYMANTEC CORP-70 P 2014-03-11 2015-06-02
COPART INC-11600 P 2014-08-12 2015-10-14
PPG INDS INC-4000 P 2012-05-14 2015-07-31
GNMA PASS-THRU SNGL FAM-10 P 1998-10-22 2015-04-15
STARBUCKS CORP-900 P 2011-12-08 2015-05-04
GNMA PASS-THRU SNGL FAM-10 P 1998-10-22 2015-01-15
DFA US LARGE CO-21432.946 P   2015-02-11
DOUBLELINE TOT RET BND-91575.092 P   2015-08-18
CHEVRON CORP-115 P 2012-01-23 2015-06-02
DIAMOND OFFSHORE DRILLING INC-130 P 2013-06-26 2015-02-12
HCP INC-165 P 2012-01-23 2015-06-02
JP MORGAN CHASE & CO-195 P 2014-06-05 2015-06-02
NEXTERA ENERGY INC-175 P 2012-01-23 2015-02-12
SYMANTEC CORP-240 P 2014-03-26 2015-06-02
GE CQPITAL INTL FDG .0964%-163 P 2015-10-26 2015-10-27
PROTHENA CORP-8900 P 2014-05-05 2015-08-19
GNMA PASS-THRU SNGL FAM-10 P 1998-10-22 2015-05-15
STARWOOD PPTY TR INC-1700 P 2014-10-20 2015-05-04
GNMA PASS-THRU SNGL FAM-10 P 1998-10-22 2015-02-15
DFA US SMALL CAP PORT-1610.825 P 2006-09-12 2015-02-11
3M COMPANY-110 P 2012-01-23 2015-02-12
CISCO SYSTEMS INC-670 P 2012-09-10 2015-02-12
DIAMOND OFFSHORE DRILLING INC-10 P 2013-10-30 2015-02-12
HCP INC-115 P 2014-03-26 2015-06-02
KIMBERLY-CLARK CORP-100 P 2012-01-23 2015-02-12
NEXTERA ENERGY INC-115 P 2012-01-23 2015-06-02
TRAVELERS CO INC-170 P 2012-01-23 2015-02-12
GNMA PASS-THRU SNGL FAM-10 P 1998-10-22 2015-10-15
WHIRLPOOL CORP-2680 P 2015-03-12 2015-12-31
GNMA PASS-THRU SNGL FAM-10 P 1998-10-22 2015-06-15
STATE STREET CORP-500 P 2012-02-29 2015-05-04
GNMA PASS-THRU SNGL FAM-10 P 1998-10-22 2015-03-15
FIRST EAGLE GOLD FD-9702.458 P   2015-02-11
3M COMPANY-60 P 2012-01-23 2015-06-02
CISCO SYSTEMS INC-5 P 2013-06-25 2015-02-12
DIAMOND OFFSHORE DRILLING INC-175 P 2013-10-30 2015-06-02
HEALTH CARE REIT INC-190 P 2012-01-23 2015-02-12
KIMBERLY-CLARK CORP-90 P 2012-01-23 2015-06-02
PFIZER INC-295 P 2014-06-10 2015-02-12
TRAVELERS CO INC-100 P 2012-01-23 2015-06-02
GNMA PASS-THRU SNGL FAM-10 P 1998-10-22 2015-11-16
ABBVIE INC-1100 P 2013-11-14 2015-05-04
GOOGLE INC P 2010-09-21 2015-05-04
TESORO CORP-800 P 2011-07-25 2015-05-04
HCA INC-2000000 P 2011-09-15 2015-01-15
GOLDMAN SACHS RIS DIC GWT-16003.658 P   2015-02-11
ALTRIA GROUP INC-425 P 2012-01-23 2015-02-12
CISCO SYSTEMS INC-215 P 2013-06-25 2015-06-02
DU PONT E I DENEMOURS & CO-200 P 2012-01-23 2015-02-12
HEALTH CARE REIT INC-130 P 2012-01-23 2015-06-02
LILLY ELI & CO-350 P 2012-01-23 2015-02-12
PFIZER INC-290 P 2014-06-10 2015-06-02
UNILEVER NV-255 P 2012-01-23 2015-02-12
GNMA PASS-THRU SNGL FAM-10 P 1998-10-22 2015-12-15
ACTAVIS PLC-200 P 2012-07-03 2015-05-04
HOME DEPOT INC-600 P 2014-08-12 2015-05-04
TEVA PHARMA INDS-800 P 2013-11-14 2015-05-04
JPMPRGAN CHASE & CO-5490 P 2012-04-20 2015-02-19
ISHARES MSCI ETF USA MIN VOL-7280 P   2015-02-11
ALTRIA GROUP INC-235 P 2012-01-23 2015-06-02
CISCO SYSTEMS INC-200 P 2014-03-26 2015-06-02
DU PONT E I DENEMOURS & CO-160 P 2012-01-23 2015-06-02
HEALTH CARE REIT INC-25 P 2014-03-26 2015-06-02
LILLY ELI & CO-170 P 2012-01-23 2015-06-02
PHILIP MORRIS INTL INC-160 P 2012-01-23 2015-02-12
UNILEVER NV-285 P 2012-01-23 2015-06-02
LIBERTY GLOBAL PLC-3700 P 2014-03-04 2015-10-14
ALEXANDER & BALDWIN INC-300 P 2013-07-29 2015-05-04
LIBERTY GLOBAL PLC-400 P 2014-03-04 2015-05-04
THERMO FISHER SCIENTIFIC-500 P 2008-10-07 2015-05-04
NATIONAL OILWELL VARCO INC-2100 P 2013-05-22 2015-01-28
JPMORGAN INFLATION MGD BD-77753.948 P   2015-02-11
ASTRAZENECA PLC-150 P 2012-01-23 2015-02-12
CNOOC LTD ADR-30 P 2014-07-10 2015-02-12
GENERAL ELECTRIC CO-146 P 2010-09-29 2015-02-12
HSBC HLDGS PLC-130 P 2012-01-23 2015-02-12
MERCK & CO-220 P 2012-01-23 2015-02-12
PHILIP MORRIS INTL INC-45 P 2012-01-23 2015-06-02
VODAFONE GROUP-200 P 2012-01-23 2015-02-12
NORFOLK SOUTHERN CORP-4000 P 2015-10-14 2015-12-11
APPLE INC-900 P 2010-01-07 2015-05-04
MASTERCARD INC-400 P 2015-03-12 2015-05-04
TWENTY FIRST CENTURY FOX-900 P 2015-02-19 2015-05-04
ROCKWOOD HLDGS INC-4500 P 2014-02-28 2015-01-13
OSHAUGHNESSY ENH DIV FD-46125.461 P   2015-02-11
ASTRAZENECA PLC-85 P 2012-01-23 2015-06-02
CNOOC LTD ADR-70 P 2014-07-10 2015-06-02
GENERAL ELECTRIC CO-95 P 2010-11-17 2015-02-12
HSBC HLDGS PLC-220 P 2012-01-23 2015-06-02
MERCK & CO-240 P 2012-01-23 2015-06-02
PHILIP MORRIS INTL INC-100 P 2014-03-26 2015-06-02
VODAFONE GROUP-143.49 P 2012-01-23 2015-06-02
SPLUNK INC-4925 P 2015-10-08 2015-10-08
BRISTOL MYERS SQUIBB-700 P 2013-03-06 2015-05-04
MEAD JOHNSON NUTRITION CO-200 P 2014-11-03 2015-05-04
UNITED CONTL HLDGS-700 P 2014-09-12 2015-05-04
SHIRE PLC-1145 P 2014-10-20 2015-01-26
VANGUARD ENERGY FD-1386.065 P   2015-02-11
AT&T INC-230 P 2012-01-23 2015-02-12
CONOCOPHILLIPS-170 P 2012-01-23 2015-02-12
GENERAL ELECTRIC CO-244 P 2011-08-23 2015-02-12
INTEL CORP-660 P 2012-01-23 2015-02-12
METLIFE INC-205 P 2013-03-21 2015-02-12
RAYTHEON CO-73 P 2012-04-18 2015-02-12
VODAFONE GROUP-9.034 P 2012-01-23 2015-06-02
STARWOOD PPTY TR INC-17200 P 2015-11-16 2015-11-16
BRUNSWICK CORP-600 P 2015-02-19 2015-05-04
NICE SYS LTD-700 P 2010-07-14 2015-05-04
VF CORP-200 P 2014-04-01 2015-05-04
TYCO INTL-6050 P 2014-04-01 2015-02-19
VIRTUS FOREIGN OPPTY-17799.929 P 2013-09-27 2015-02-11
AT&T INC-350 P 2012-01-23 2015-06-02
CONOCOPHILLIPS-100 P 2012-01-23 2015-06-02
GENERAL ELECTRIC CO-229 P 2011-08-23 2015-06-02
INTEL CORP-60 P 2013-06-25 2015-02-12
METLIFE INC-70 P 2013-03-21 2015-06-02
RAYTHEON CO-67 P 2012-04-19 2015-02-12
VODAFONE GROUP-84.51 P 2013-06-25 2015-06-02
CATERPILLAR INC-3570 P 2015-07-31 2015-09-30
COOPER COS INC-300 P 2012-07-02 2015-05-04
PALO ALTO NETWORKS INC-300 P 2014-10-20 2015-05-04
VISA INC-600 P 2012-10-31 2015-05-04
JPMORGAN INFLATION MGD BD-1086.586 P   2015-02-11
OSHAUGHNESSY ENH DIV FD-8225.254 P   2015-03-26
BCE INC-120 P 2013-02-08 2015-02-12
CONOCOPHILLIPS-90 P 2012-06-15 2015-06-02
GENERAL ELECTRIC CO-216 P 2012-01-23 2015-06-02
INTEL CORP-185 P 2013-06-25 2015-06-02
METLIFE INC-130 P 2013-06-25 2015-06-02
RAYTHEON CO-110 P 2012-04-19 2015-06-02
WELLS FARGO & CO-145 P 2015-03-23 2015-06-02
GNMA PASS-THRU SNGL FAM-10 P 1998-10-22 2015-07-15
COPART INC-1100 P 2014-08-12 2015-05-04
PPG INDS INC-200 P 2012-05-14 2015-05-04
WHIRLPOOL CORP-300 P 2015-03-12 2015-05-04
DFA COMM STRAT PORT-29154.519 P 2013-12-24 2015-02-11
OSHAUGHNESSY ENH DIV FD-20242.95 P   2015-03-26
BCE INC-185 P 2013-02-11 2015-02-12
CORNING INC-260 P 2014-12-17 2015-02-12
GENERAL ELECTRIC CO-50 P 2014-03-26 2015-06-02
INTEL CORP-50 P 2014-03-26 2015-06-02
MICROSOFT CORP-133 P 2011-03-09 2015-02-12
ROYAL DUTCH PETE-150 P 2012-01-23 2015-02-12
(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 113,961   137,638 -23,677
b 10   10  
c 49,721   24,739 24,982
d 449,673   432,484 17,189
e 45,382   20,633 24,749
149,970   138,846 11,124
749,970   774,662 -24,692
7,049   7,055 -6
3,335   3,360 -25
12,035   8,019 4,016
19,004   12,380 6,624
8,595   5,155 3,440
5,419   6,709 -1,290
307,658   330,795 -23,137
10   10  
33,332   14,620 18,712
30,442   19,320 11,122
117,673   128,284 -10,611
274,970   195,473 79,497
1,499,970   1,447,878 52,092
4,846   4,670 176
10,917   8,176 2,741
9,472   6,736 2,736
13,015   8,470 4,545
1,112   667 445
5,118   5,587 -469
150,462   184,073 -33,611
8,533   7,276 1,257
39,655   39,646 9
28,877   13,956 14,921
116,184   122,583 -6,399
499,970   506,858 -6,888
1,499,970   1,419,571 80,399
8,610   4,538 4,072
9,334   7,315 2,019
1,059   536 523
15,407   11,882 3,525
2,588   1,410 1,178
13,641   10,740 2,901
500,980   579,744 -78,764
227,535   259,253 -31,718
23,715   16,175 7,540
33,569   33,380 189
327,187   153,892 173,295
99,970   88,389 11,581
149,970   164,636 -14,666
7,177   6,939 238
2,907   6,241 -3,334
11,283   10,870 413
330   229 101
10,588   6,630 3,958
1,711   1,432 279
399,296   390,341 8,955
434,776   207,235 227,541
9   10 -1
45,335   19,438 25,897
10   10  
349,970   282,215 67,755
999,970   980,538 19,432
11,819   12,278 -459
4,446   8,779 -4,333
6,421   6,768 -347
12,874   10,872 2,002
18,270   10,385 7,885
5,866   4,602 1,264
163     163
523,853   191,636 332,217
10   10  
41,186   37,837 3,349
10   10  
49,970   33,344 16,626
18,204   9,415 8,789
19,416   12,848 6,568
342   629 -287
4,476   4,277 199
10,945   7,076 3,869
11,747   6,824 4,923
18,350   10,301 8,049
10   10  
452,856   536,302 -83,446
10   10  
38,968   21,319 17,649
10   10  
150,000   223,486 -73,486
9,553   5,135 4,418
145   122 23
5,523   11,001 -5,478
14,665   10,457 4,208
9,740   6,368 3,372
10,169   8,690 1,479
10,035   6,059 3,976
10   10  
70,685   53,126 17,559
122   57 65
71,277   20,327 50,950
2,000,000   1,990,000 10,000
349,970   272,655 77,315
23,338   12,147 11,191
6,257   5,241 1,016
15,207   9,825 5,382
9,177   7,155 2,022
24,476   13,778 10,698
9,986   8,543 1,443
10,785   8,396 2,389
10   10  
58,333   14,951 43,382
66,113   49,785 16,328
49,871   30,623 19,248
323,894   235,465 88,429
300,240   245,153 55,087
11,922   6,717 5,205
5,821   4,493 1,328
11,395   7,860 3,535
1,765   1,465 300
13,231   6,692 6,539
13,329   11,911 1,418
12,009   9,384 2,625
157,533   138,744 18,789
12,201   12,985 -784
20,487   15,786 4,701
64,134   25,004 39,130
112,298   133,670 -21,372
800,836   832,459 -31,623
10,341   7,146 3,195
4,197   5,218 -1,021
3,642   2,397 1,245
5,965   5,490 475
12,942   8,542 4,400
3,741   3,350 391
7,074   5,260 1,814
355,410   314,016 41,394
117,097   27,045 90,052
36,447   35,607 840
31,121   31,087 34
227,925   223,661 4,264
499,970   557,935 -57,965
5,688   4,049 1,639
10,774   12,175 -1,401
2,370   1,514 856
10,503   9,291 1,212
14,427   9,319 5,108
8,314   8,080 234
5,336   3,774 1,562
274,829   331,037 -56,208
45,730   26,395 19,335
19,338   20,175 -837
43,175   29,386 13,789
252,032   211,173 40,859
74,970   62,198 12,772
7,913   6,988 925
11,605   9,240 2,365
6,087   3,733 2,354
22,382   17,676 4,706
10,319   7,822 2,497
7,837   3,865 3,972
336   693 -357
341,536   382,817 -41,281
30,533   32,996 -2,463
42,469   18,942 23,527
14,438   12,446 1,992
259,124   259,752 -628
499,970   483,999 15,971
12,038   10,634 1,404
6,407   5,435 972
6,250   3,504 2,746
2,035   1,436 599
3,702   2,671 1,031
7,193   3,543 3,650
3,143   2,218 925
230,456   280,830 -50,374
53,831   23,901 29,930
45,455   30,056 15,399
39,401   20,853 18,548
11,191   11,423 -232
87,015   95,807 -8,792
5,307   5,289 18
5,766   4,920 846
5,895   4,100 1,795
6,135   4,427 1,708
6,874   5,804 1,070
11,296   5,816 5,480
8,147   8,129 18
10   10  
39,666   37,015 2,651
45,035   20,733 24,302
53,733   60,034 -6,301
199,970   244,329 -44,359
214,149   259,166 -45,017
8,181   8,158 23
6,442   5,460 982
1,365   1,297 68
1,658   1,285 373
5,687   3,434 2,253
10,242   11,181 -939
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       -23,677
b        
c       24,982
d       17,189
e       24,749
      11,124
      -24,692
      -6
      -25
      4,016
      6,624
      3,440
      -1,290
      -23,137
       
      18,712
      11,122
      -10,611
      79,497
      52,092
      176
      2,741
      2,736
      4,545
      445
      -469
      -33,611
      1,257
      9
      14,921
      -6,399
      -6,888
      80,399
      4,072
      2,019
      523
      3,525
      1,178
      2,901
      -78,764
      -31,718
      7,540
      189
      173,295
      11,581
      -14,666
      238
      -3,334
      413
      101
      3,958
      279
      8,955
      227,541
      -1
      25,897
       
      67,755
      19,432
      -459
      -4,333
      -347
      2,002
      7,885
      1,264
      163
      332,217
       
      3,349
       
      16,626
      8,789
      6,568
      -287
      199
      3,869
      4,923
      8,049
       
      -83,446
       
      17,649
       
      -73,486
      4,418
      23
      -5,478
      4,208
      3,372
      1,479
      3,976
       
      17,559
      65
      50,950
      10,000
      77,315
      11,191
      1,016
      5,382
      2,022
      10,698
      1,443
      2,389
       
      43,382
      16,328
      19,248
      88,429
      55,087
      5,205
      1,328
      3,535
      300
      6,539
      1,418
      2,625
      18,789
      -784
      4,701
      39,130
      -21,372
      -31,623
      3,195
      -1,021
      1,245
      475
      4,400
      391
      1,814
      41,394
      90,052
      840
      34
      4,264
      -57,965
      1,639
      -1,401
      856
      1,212
      5,108
      234
      1,562
      -56,208
      19,335
      -837
      13,789
      40,859
      12,772
      925
      2,365
      2,354
      4,706
      2,497
      3,972
      -357
      -41,281
      -2,463
      23,527
      1,992
      -628
      15,971
      1,404
      972
      2,746
      599
      1,031
      3,650
      925
      -50,374
      29,930
      15,399
      18,548
      -232
      -8,792
      18
      846
      1,795
      1,708
      1,070
      5,480
      18
       
      2,651
      24,302
      -6,301
      -44,359
      -45,017
      23
      982
      68
      373
      2,253
      -939
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 2,580,835
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 -254,446
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 3,724,458 79,687,688 0.046738
2013 3,915,785 76,321,259 0.051307
2012 3,530,846 71,678,936 0.049259
2011 3,471,557 71,770,458 0.048370
2010 2,987,331 68,935,077 0.043335
2
Total of line 1, column (d) .....................
20.239009
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
0.047802
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
78,268,566
5
Multiply line 4 by line 3......................
5
3,741,394
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
38,870
7
Add lines 5 and 6........................
7
3,780,264
8
Enter qualifying distributions from Part XII, line 4.............
8
4,637,735
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 38,870
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 38,870
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 38,870
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 52,932
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 52,932
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 14,062
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet14,062 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
 
 
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
Yes
 
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)
    bulletNJ
    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 addressbulletWWW.1772FOUNDATION.ORG
    14
    The books are in care ofbullet1772 FOUNDATION INC Telephone no.bullet (401) 847-1772

    Located atbullet449 THAMES STREETSTE 301CNEWPORTRI ZIP+4bullet02840
    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
     
    No
    ........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
    G STANTON GEARY TRUSTEE
    5.00
    75,650 0 0
    449 THAMES ST STE 301C
    NEWPORT,RI02840
    B DANFORTH ELY PRESIDENT
    10.00
    67,650 0 0
    449 THAMES ST STE 301C
    NEWPORT,RI02840
    ROBERT RAYNOLDS TRUSTEE
    5.00
    25,650 0 0
    449 THAMES ST STE 301C
    NEWPORT,RI02840
    CHRISTINA SPELLMAN TRUSTEE
    5.00
    25,650 0 0
    449 THAMES ST STE 301C
    NEWPORT,RI02840
    MARGARET WALDCOCK TRUSTEE
    5.00
    25,650 0 0
    449 THAMES ST STE 301C
    NEWPORT,RI02840
    MARY A ANTHONY EXEC DIRECTO
    40.00
    166,400 0 0
    449 THAMES ST STE 301C
    NEWPORT,RI02840
    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 PRESERVATION NORTH CAROLINA 500,000
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet500,000
    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
    69,692,191
    b
    Average of monthly cash balances.......................
    1b
    9,768,282
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    79,460,473
    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
    79,460,473
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,191,907
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    78,268,566
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,913,428
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    3,913,428
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    38,870
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    38,870
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,874,558
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    195,541
    5
    Add lines 3 and 4............................
    5
    4,070,099
    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
    4,070,099
    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
    4,137,735
    b
    Program-related investments—total from Part IX-B..................
    1b
    500,000
    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
    4,637,735
    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
    38,870
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    4,598,865
    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 4,070,099
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 3,583,385
    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$ 4,637,735
    a Applied to 2014, but not more than line 2a 3,583,385
    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..... 1,054,350
    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 ..........
    3,015,749
    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).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    MARY ANTHONY
    449 THAMES STREET
    STE 301C
    NEWPORT,RI02840
    (401) 847-1772
    MARYANTHONY@1772FOUNDATION.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    BEFORE AN ORGANIZATION IS ASKED TO APPLY, ONE-PAGE LETTER OF INQUIRY IS REQUIRED, WHICH CAN BE FILLED OUT THROUGH ON-LINE INQUIRY FORM ON THE FOUNDATION'S WEBSITE. IF LETTER OF INQUIRY APPROVED A COMPLETE GRANT APPLICATION WILL BE REQUIRED TO BE FILLED OUT AND SUBMITTED.
    cAny submission deadlines:
    FUNDING INQUIRY SUBMISSION MUST BE PLACED BETWEEN NOVEMBER 15 AND JUNE 15 PRIOR TO THE YEAR THE FUND
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GRANTS ARE LIMITED TO THE PRESERVATION AND ENHANCEMENT OF AMERICAN HISTORICAL ENTITIES AND PROJECTS.
    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
    ALLIANCE FOR A LIVABLE NEWPORT
    PO BOX 2636
    NEWPORT,RI02840
      501(C)(3) FUNDING PUBLIC ACTIVITIES 3,000
    AQUIDNECK LAND TRUST
    790 AQUIDNECK AVENUE
    MIDDLETOWN,RI02842
      501(C)(3) LAND PRESERVATION 4,500
    BRISTOL HISTORICAL & PRESERVATION
    SOCIETY
    48 COURT ST PO BOX 356
    BRISTOL,RI02809
      501(C)(3) SECURITY/FIRE DETECTION SYSTEM 15,000
    CLEVELAND RESTORATION SOCIETY INC
    3751 PROSPECT AVE
    CLEVELAND,OH441152705
      501(C)(3) REVOLVING FUND 50,000
    COAST GUARD FOUNDATION
    394 TAUGWONK ROAD
    STONINGTON,CT063781807
      501(C)(3) SHIPMATE FUND PROJECTS CASTLE HILL S 6,500
    COGGESHALL FARM MUSEUM
    1 COLT DRIVE
    BRISTOL,RI02809
      501(C)(3) CHIMNEY/HEARTH AND ROOF REPAIRS 3,250
    CONNECTICUT TRUST FOR HISTORIC
    PRESERVATION
    940 WHITNEY AVENUE
    HAMDEN,CT06517
      501(C)(3) REVOLVING FUND 75,000
    CONNECTICUT TRUST FOR HISTORIC
    PRESERVATION
    940 WHITNEY AVENUE
    HAMDEN,CT06517
      501(C)(3) HISTORIC PRESERVATION PROJECTS/STUDY 200,000
    DENVER URBAN GARDENS
    1031 33RD STREET
    DENVER,CO80205
      501(C)(3) GENERAL OPERATIONS 5,000
    DR MARTIN LUTHER KING JR
    COMMUNITY CENTER
    20 DR MARCUS F WHEATLAND
    BLVD
    NEWPORT,RI02840
      501(C)(3) PROGRAM OPERATIONS 7,500
    EAST COAST GREENWAY ALLIANCE
    5315 HIGHGATE DR STE 105
    DURHAM,NC27713
      501(C)(3) GENERAL OPERATIONS 3,000
    EXPONENT PHILANTHROPY
    1720 N STREET NW
    WASHINGTON,DC20036
      501(C)(3) GENERAL OPERATIONS 1,000
    FAIRMOUNT PARK HISTORIC
    PRESERVATION TRUST
    6245 WISSAHICKON AVE
    PHILADELPHIA,PA19144
      501(C)(3) REVOLVING FUND 20,000
    FORDHAM UNIVERSITY
    888 7TH AVE 7TH FLOOR
    NEW YORK,NY10019
      501(C)(3) NATIONAL BURIAL DATABASE FOR ENSLAVE 20,000
    FORT ADAMS TRUST
    90 FORT ADAMS DR
    NEWPORT,RI02840
      501(C)(3) GENERAL OPERATIONS 5,000
    FOUNDATION FOR MORRISTOWN MEDICAL
    CENTER
    475 SOUTH STREET
    MORRISTOWN,NJ07960
      501(C)(3) CC CAMPAIGN 360 3,000
    FRIENDS OF DINOSAUR RIDGE
    16831 W ALAMEDA PKWY
    MORRISON,CO80465
      501(C)(3) GENERAL OPERATIONS 10,000
    FRIENDS OF HEARTHSIDE INC
    677 GREAT ROAD
    LINCOLN,RI02865
      501(C)(3) REAR ROOF AND FRONT PORCH REPAIRS 7,000
    FRIENDS OF LINDEN PLACE
    PO BOX 328
    BRISTOL,RI02809
      501(C)(3) LINDEN PLACE WINDOW RESTORATION 13,500
    FRIENDS OF THE CLARENCE DILLON
    PUBLIC LIBRARY
    2336 LAMINGTON ROAD
    BEDMINSTER,NJ07921
      501(C)(3) ANNUAL APPEAL 2,000
    FRIENDS OF THE NEWPORT PUBLIC
    LIBRARY
    300 SPRING STREET
    NEWPORT,RI02840
      501(C)(3) GENERAL OPERATIONS 2,000
    HAMILTON PARTNERSHIP FOR PATERSON
    32 SPRUCE ST 3RD FLOOR
    PATTERSON,NJ07501
      501(C)(3) MILL MILE AUDIO TOUR 5,000
    HERITAGE OHIO
    846 1/2 EAST MAIN ST
    COLUMBUS,OH43205
      501(C)(3) REVOLVING FUND 50,000
    HISTORIC BOSTON INCORPORATED
    20 EUSTIS STREET
    ROXBURY,MA02119
      501(C)(3) FOWLER-CLARK-EPSTIEN FARM PROJECTS 50,000
    HISTORIC CHARLESTON FOUNDATION
    PO BOX 1120
    CHARLESTON,SC29402
      501(C)(3) REVOLVING FUND 75,000
    HISTORIC FORT WORTH
    1110 PENN STREET
    FORT WORTH,TX76102
      501(C)(3) FEASIBILITY STUDY FOR REVOLVING FUND 18,000
    HISTORIC NEW ENGLAND
    141 CAMBRIDGE STREET
    BOSTON,MA021141702
      501(C)(3) ROOF REPLACEMENT PROJECT CLEMENCE-IR 10,000
    HUNTERDON ART MUSEUM
    7 LOWER CENTER STREET
    CLINTON,NJ088091303
      501(C)(3) BUILDING MAINTENANCE 5,000
    HUNTERDON LAND TRUST ALLIANCE
    111 MINE STREET
    FLEMINGTON,NJ088221474
      501(C)(3) LAND PRESERVATION 10,000
    I AM TRENTON COMMUNITY FOUNDATION
    PO BOX 1743
    TRENTON,NJ08607
      501(C)(3) GENERAL OPERATIONS 5,000
    ISLAND INSTITUTE
    386 MAIN STREET
    PO BOX 648
    ROCKLAND,ME048410648
      501(C)(3) GENERAL OPERATIONS 2,000
    ISLAND INSTITUTE
    386 MAIN STREET
    PO BOX 648
    ROCKLAND,ME048410648
      501(C)(3) SHELLFISH AND KELP AQUACULTURE PROGR 50,000
    IYRS SCHOOL OF TECHNOLOGY & TRADES
    449 THAMES ST SUITE 111
    NEWPORT,RI02840
      501(C)(3) NEWPORT CAMPUS EXPANSION 40,000
    JAMESTOWN HISTORICAL SOCIETY
    PO BOX 156
    JAMESTOWN,RI02835
      501(C)(3) JAMESTOWN WINDMILL 3RD FLOOR REBUILD 5,000
    LAND TRUST ALLIANCE
    112 SPRING STREET SUITE
    205
    SARATOGA SPRINGS,NY128663351
      501(C)(3) FARMLAND PROTECTION GRANT PROJECTS 1,211,000
    LITTLE COMPTON HISTORICAL SOCIETY
    548 WEST MAIN ROAD
    PO BOX 577
    LITTLE COMPTON,RI02837
      501(C)(3) ROOF REPAIRS AND SURFACE RESTORATION 6,250
    LOWER EAST SIDE TENEMENT MUSEUM
    91 ORCHARD STREET
    NEW YORK,NY10002
      501(C)(3) PRESERVATION OF 103 ORCHARD ST 3RD F 75,000
    MICHIGAN HISTORIC PRESERVATION
    NETWORK
    313 EAST GRAND RIVER AVE
    LANSING,MI48906
      501(C)(3) REVOLVING FUND 75,000
    NATIONAL TRUST FOR HISTORIC
    PRESERVATION
    1785 MASSACHUSETTS AVE NW
    WASHINGTON,DC20036
      501(C)(3) REAL ESTATE REVOLVING FUND 280,000
    NEW JERSEY HISTORIC TRUST
    DEPT OF COMMUNITY AFFAIR
    PO BOX 457
    TRENTON,NJ08625
      501(C)(3) HISTORIC PRESERVATION PROJECTS/STUDY 300,000
    NEW YORK HARBOR FOUNDATION
    10 SOUTH STREET SLIP 7
    NEW YORK,NY10004
      501(C)(3) BILLION OYSTER PROJECT 51,000
    NEWPORT HISTORICAL SOCIETY
    82 TOURO STREET
    NEWPORT,RI02840
      501(C)(3) GENERAL OPERATIONS 3,000
    NEWPORT HISTORICAL SOCIETY
    82 TOURO STREET
    NEWPORT,RI02840
      501(C)(3) AFRICAN AMERICANS IN NEWPORT PUBLICA 15,000
    NEWPORT RESTORATION FOUNDATION
    51 TOURO STREET
    NEWPORT,RI028402932
      501(C)(3) WILLIAM VERNON HOUSE ROOF AND FLASHI 10,000
    NEWPORT TREE SOCIETY
    PO BOX 863
    NEWPORT,RI02840
      501(C)(3) URBAN FOREST PROJECT 6,000
    NEWPORTFILM
    174 BELLEVUE AVE STE 314
    NEWPORT,RI02840
      501(C)(3) DOCUMENTARY FILM PROGRAM 3,500
    NORMAN BIRD SANCTUARY
    583 THIRD BEACH ROAD
    MIDDLETOWN,RI02842
      501(C)(3) GENERAL OPERATIONS 3,000
    NORMAN BIRD SANCTUARY
    583 THIRD BEACH ROAD
    MIDDLETOWN,RI02842
      501(C)(3) WINDOW REPAIRS 1850 BARN MUSEUM 10,000
    OLD SLATER MILL ASSOCIATION
    67 ROOSEVELT AVE
    PO BOX 696
    PAWTUCKET,RI028620696
      501(C)(3) MILL FOUNDATION/STRUCTURAL REPAIR 15,000
    ONE BAY STREET CENTER
    56 WELLS STREET
    WESTERLY,RI02891
      501(C)(3) LAMPHEAR LIVERY STABLE WINDOW RESTOR 15,000
    PARTNERS FOR SACRED PLACES
    1700 SANSOM STREET 10TH
    PHILADELPHIA,PA19103
      501(C)(3) INTERNAL INNOVATION FUND 50,000
    PHILADELPHIA OUTWARD BOUND SCHOOL
    3250 WEST SEDGELEY DRIVE
    PHILADELPHIA,PA19130
      501(C)(3) PUBLIC SCHOOL PROGRAMS 1,000
    PLAID HOUSE INC
    54 WESTERN AVE
    MORRISTOWN,NJ07960
      501(C)(3) PROGRAM OPERATIONS 500
    PRESERVATION ALLIANCE OF NEW
    ORLEANS
    923 TCHOUPITOULAS STREET
    NEW ORLEANS,LA70130
      501(C)(3) STRAIGHT UNIVERSITY BOARDING HOUSE R 50,000
    PRESERVATION GREENSBORO DEVELOPMENT
    FUND
    PO BOX 13136
    GREENSBORO,NC27415
      501(C)(3) REVOLVING FUND 50,000
    PRESERVATION MASSACHUSETTS INC
    45 SCHOOL STREET
    BOSTON,MA02108
      501(C)(3) PREDEVELOPMENT LOAN FUND 75,000
    PRESERVATION PENNSYLVANIA
    257 NORTH STREET
    HARRISBURG,PA17101
      501(C)(3) FEASIBILITY/BUSINESS PLAN FOR REVOLV 20,000
    PRESERVATION SOCIETY OF NEWPORT
    COUNTY
    424 BELLEVUE AVE
    NEWPORT,RI02840
      501(C)(3) ANNUAL APPEAL 9,000
    PRESERVATION SOCIETY OF NEWPORT
    COUNTY
    424 BELLEVUE AVE
    NEWPORT,RI02840
      501(C)(3) COPPER ROOF PROJECT AT KINGSCOTE 15,000
    PRESERVATION TRUST OF VERMONT
    104 CHURCH STREET STE 21
    BURLINGTON,VT054014449
      501(C)(3) TURNER HOMESTEAD JOURNEY'S END PROJE 50,000
    PROVIDENCE PERFORMING ARTS CENTER
    220 WEYBOSSET STREET
    PROVIDENCE,RI029033783
      501(C)(3) RICHMOND AND WEYBOSSET STREET FAADE 10,000
    PROVIDENCE REVOLVING FUND
    372 WEST FOUNTAIN ST
    PROVIDENCE,RI02903
      501(C)(3) PRENTICE HOUSE BUILDING IMPROVEMENTS 50,000
    PUTNEY SCHOOL
    ELM LEA FARM
    418 HOUGHTON BROOK RD
    PUTNEY,VT053468675
      501(C)(3) GENERAL OPERATIONS 10,000
    RALSTON CIDER MILL
    303C MENDHAM ROAD WEST
    MENDHAM,NJ07945
      501(C)(3) MILL RESTORATION PROJECT 1,000
    RALSTON ENGINE COMPANY NUMBER 1
    PO BOX 356
    MENDHAM,NJ079450356
      501(C)(3) ANNUAL APPEAL 1,000
    RARITAN HEADWATERS ASSOCIATION
    PO BOX 273
    GLADSTONE,NJ07934
      501(C)(3) GENERAL OPERATIONS 8,000
    REDWOOD LIBRARY & ATHENAEUM
    50 BELLEVUE AVE
    NEWPORT,RI02840
      501(C)(3) 2014-2015 ANNUAL FUND 1,500
    RESTORE MOBILE
    PO BOX 2906
    MOBILE,AL36652
      501(C)(3) REVOLVING FUND 50,000
    RHODE ISLAND COMMUNITY FOOD BANK
    200 NIANTIC AVE
    PROVIDENCE,RI02907
      501(C)(3) PROGRAM OPERATIONS 3,000
    RHODE ISLAND PUBLIC RADIO
    ONE UNION STATION
    PROVIDENCE,RI02903
      501(C)(3) GENERAL OPERATIONS 3,000
    ROGER WILLIAMS UNIVERSITY
    ONE OLD FERRY RD
    BRISTOL,RI028092921
      501(C)(3) EDUCATION STUDY/CURRICULA DEVELOPMEN 105,000
    ROSE ISLAND LIGHTHOUSE FOUNDATION
    P O BOX 1419
    NEWPORT,RI028400014
      501(C)(3) GENERAL OPERATIONS 1,000
    ROSE ISLAND LIGHTHOUSE FOUNDATION
    P O BOX 1419
    NEWPORT,RI028400014
      501(C)(3) FORT HAMILTON BARRACKS DOOR AND WIND 15,000
    SEAMEN'S CHURCH INSTITUTE OF
    NEWPORT
    18 MARKET SQUARE
    NEWPORT,RI02840
      501(C)(3) PROGRAM OPERATIONS 7,000
    SEED SAVERS EXCHANGE
    3094 NORTH WINN ROAD
    DECORAH,IA52101
      501(C)(3) WANIGAN ASSOCIATES SEED STORIES PROJ 36,750
    SHELBURNE FARMS
    1611 HARBOR ROAD
    SHELBURNE,VT05842
      501(C)(3) PROGRAM OPERATIONS 1,500
    SVPRI -BIKE NEWPORT
    460 HARRIS AVE UNIT 303
    PROVIDENCE,RI02909
      501(C)(3) EDUCATING AND ENCOURAGING CYCLISTS 2,500
    THE LIVESTOCK CONSERVANCY
    PO BOX 477
    PITTSBORO,NC27312
      501(C)(3) LEGACY CONSERVATION DISCOVER, SECURE 50,000
    THE SLAVE DWELLING PROJECT
    PO BOX 1469
    LADSON,SC29456
      501(C)(3) 2ND ANNUAL SLAVE DWELLING CONFERENCE 48,250
    THE STEEL YARD
    27 SIMS AVE
    PROVIDENCE,RI02909
      501(C)(3) ROOF REPAIRS AND SKYLIGHT INSTALLATI 10,000
    THE TRUST FOR PUBLIC LAND
    3 SHIPMAN PLACE
    MONTPELIER,VT05602
      501(C)(3) ROBIE FARM CONSERVATION PROJECT 40,000
    THE WESTERLY REVOLVING FUND
    PO BOX 112 43 BROAD ST
    WESTERLY,RI02981
      501(C)(3) REVOLVING FUND 10,000
    UNIVERSITY OF RHODE ISLAND
    FOUNDATION
    79 UPPER COLLEGE ROAD
    KINGSTON,RI02881
      501(C)(3) PHILANTHROPY PROJECT 4,990
    WATERFRONT HISTORIC AREA LEAGUE
    128 UNION STREET
    NEW BEDFORD,MA02740
      501(C)(3) REVOLVING FUND 50,000
    WATERFRONT HISTORIC AREA LEAGUE
    128 UNION STREET
    NEW BEDFORD,MA02740
      501(C)(3) NEIGHBORHOOD RESTORATION FELLOWSHIP 10,000
    WORLDWATCH INSTITUTE
    1400 16TH STREET NW
    WASHINGTON,DC20036
      501(C)(3) YARD FARMERS PROJECT 5,000
    Total .................................bullet 3a 3,714,990
    bApproved for future payment
    MICHIGAN HISTORIC PRESERVATION
    NETWORK
    313 EAST GRAND RIVER AVE
    LANSING,MI48906
      501(C)(3) REVOLVING FUND 75,000
    PRESERVATION ALLIANCE OF NEW
    ORLEANS
    923 TCHOUPITOULAS STREET
    NEW ORLEANS,LA70130
      501(C)(3) STRAIGHT UNIVERSITY BOARDING HOUSE R 50,000
    VANGUARD CHARITABLE
    PO BOX 55766
    BOSTON,MA022055766
      501(C)(3) GENERAL DONOR ADVISED FUND 50,000
    Total .................................bullet 3b 175,000
    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 ...........
        14 138,318  
    4 Dividends and interest from securities....     14 1,623,130  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property
             
    7 Other investment income.....     14 633  
    8
    Gain or (loss) from sales of assets other than inventory ............
        18 2,580,835  
    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)..   4,342,916  
    13Total. Add line 12, columns (b), (d), and (e)..................
    134,342,916
    (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

    TY 2015 AccountingFeesSchedule
    Name:
    1772 FOUNDATION INC
    EIN:
    22-2578377
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LESHNER FRANCHINO & CO 27,995 13,998   13,997

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

    TY 2015 DepreciationSchedule
    Name:
    1772 FOUNDATION INC
    EIN:
    22-2578377
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    OFFICE FURNITURE 2006-01-19 3,600 3,600 S/L 5.0000        
    FILING CABINET 2007-08-02 2,798 2,798 S/L 7.0000        
    PRINTER 2009-04-09 478 478 S/L 5.0000        
    PRINTER 2009-05-14 1,086 1,086 S/L 5.0000        
    POWER POINT PROJECTOR 2009-08-07 583 583 S/L 5.0000        
    LAPTOP COMPUTER 2010-01-26 547 538 S/L 5.0000 9 9    
    LAPTOP COMPUTER 2010-10-25 583 486 S/L 5.0000 97 97    
    DESKTOP COMPUTER 2011-09-25 1,013 659 S/L 5.0000 354 354    

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    1772 FOUNDATION INC
    EIN:
    22-2578377
    Name of Bond End of Year Book Value End of Year Fair Market Value
    HCA INC 6.375% 01-15-15    
    GE CAPITAL INTLE FDG .0964% 2,098,178 2,118,955
    BANK OF NY 2.200% 3/4/19 2,121,821 2,106,363

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    1772 FOUNDATION INC
    EIN:
    22-2578377
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AT&T INC    
    ALTRIA GROUP INC    
    ASTRAZENECA PLC    
    BCE INC    
    BOEING CO    
    CHEVRON CORP    
    CISCO SYSTEMS INC    
    CNOOC LTD    
    CONOCOPHILLIPS    
    CORNING INC    
    DIAGEO PLC    
    DIAMOND OFFSHORE DRILLING    
    DU PONT E I DE NEMOUR & CO    
    GENERAL ELECTRIC CO    
    GENUINE PARTS CO    
    HALYARD HEALTH INC    
    HSBC HOLDINGS PLC    
    INTEL CORP    
    JOHNSON & JOHNSON    
    JP MORGAN CHASE & CO    
    KIMBERLY CLARK CORP    
    LILLY ELI & CO    
    MERCK & CO    
    METLIFE INC    
    MICROSOFT CORP    
    NEXTERA ENERGY INC    
    PFIZER INC    
    PHILLIP MORRIS INTL INC    
    RAYTHEON CO    
    ROYAL DUTCH PETE    
    SYMANTEC CORP    
    TRAVERLERS COS INC    
    UNILEVER NV    
    VODAFONE GROUP    
    3M COMPANY    
    HCP INC    
    HEALTH CARE REIT INC    
    ABBVIE INV 567,273 670,301
    ACTAVIS PLC    
    ALEXANDER & BALDWIN INC    
    ALLERGAN PLC 158,481 662,500
    ALPHABET INC CL A 113,731 346,214
    ALPHABET INC CL B 113,972 338,460
    APPLE INC 281,119 984,707
    B&G FOODS INC    
    BRISTOL MEYERS SQUIBB 252,455 460,893
    BRUNSWICK CORP 325,839 299,272
    CELANESE CORP    
    CONSTELLATION BRANDS 324,068 341,856
    COOPER INDS LTD 211,281 355,630
    COPART INC    
    DANAHER CORP 243,267 547,992
    DISNEY WALT CO 184,595 358,848
    EASTMAN CHEM CO 387,338 329,786
    EXPEDIA INC 318,400 310,750
    FACEBOOK INC 184,393 357,937
    GOOGLE INC    
    HOME DEPOT INC 489,548 780,275
    HUNT J B TRANS SVCS 315,656 308,112
    JP MORGAN CHASE & CO    
    DOW CHEMICAL CO 324,850 324,324
    LIBERTY GLOBAL PLC    
    MASTERCARD INC 379,215 414,754
    MEAD JOHNSON NUTRITION    
    NATIONAL OILWELL VARCO    
    NICE SYS LTD 221,218 435,632
    PALO ALTO NETWORKS INC 285,530 501,999
    PPG INDS INC    
    PRICE T ROWE INC    
    PRICELINE COM INC 268,384 525,279
    PROTHENA CORP    
    ROCKWOOD HLDGS INC    
    SALES FORCE COM INC 157,699 354,368
    SCHWAB CHARLES CORP 318,658 365,523
    SHIRE PLC    
    STARBUCKS CORP 192,217 534,267
    STARWOOD PPTY TR INC    
    STATE STREET CORP 218,996 339,763
    SUNCOR ENERGY INC 432,779 394,740
    SYNCHRONY FINANCIAL 324,095 322,346
    TESORO CORP 173,873 827,576
    TEVA PHARMA INDS 694,704 888,109
    THERMO FISHER SCIENTIFIC 280,040 794,360
    TJX COS INC 317,737 311,649
    TWENTY FIRST CENTURY FOX 326,417 256,662
    TYCO INTL PLC    
    UNITED CONTL HLDGS 289,662 395,370
    VF CORP 155,578 155,625
    VISA INC 220,345 491,667
    WILLIAMS SONOMA INC 204,269 345,955

    TY 2015 InvestmentsOtherSchedule2
    Name:
    1772 FOUNDATION INC
    EIN:
    22-2578377
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    WESTFIELD DIVIDEND GWTH FD LP AT COST 1,922,771 2,865,558
    PINE GROVE OFF FD LTD AT COST 3,000,000 3,321,115
    ACL ALTERNATIVE FUND AT COST 3,768,053 3,405,545
    TYME FOREST FUND IV TE LP AT COST 254,600 259,501
    BLACKROCK STRAT INC OPPTY AT COST 2,377,496 2,256,790
    DOUBLELINE TOTAL RETURN AT COST 2,786,291 2,721,045
    JP MORGAN INFLATION MGD AT COST    
    LOOMIS SAYLES STRATEGIC AT COST 1,925,660 1,825,338
    LOOMIS SAYLES BOND FD AT COST 1,531,543 1,433,041
    METROPOLITAN WEST TOTAL RET BD FD AT COST 1,341,507 1,323,638
    RIVERNORTH DOUBLELINE STAT INC FD AT COST 1,622,725 1,538,241
    TCW EMER MKT INC FD AT COST 1,159,045 1,014,828
    DFA COMMODITY STRATEGY AT COST 281,697 179,618
    DFA EMG MKT CORE EQ PORT AT COST 436,284 383,137
    DFA INTL SMALL CO AT COST 379,721 383,920
    DFA LARGE CAP INTL PORT AT COST 1,147,651 1,037,235
    DFA REAL ESTATE SEC PORT AT COST 277,089 333,484
    DFA US LARGE CO PORT AT COST 995,822 1,035,751
    DFA US SMALL CAP PORT AT COST 805,181 820,070
    FIRST EAGLE GOLD FD AT COST 317,973 125,982
    GLDMN SACHS RISING DIV AT COST 692,973 689,900
    JP MORGAN VAL ADV AT COST 765,130 701,134
    OSHAUGHNESSY ENHANCED AT COST    
    VANGUARD ENERGY FD AT COST 115,070 74,611
    VIRTUS FOREIGN OPPTY AT COST 584,796 601,323
    ISHARES MSCI ETF USA MIN VOL AT COST 533,003 568,443
    GLOBAL BAL ASSET ALLOC FD III AT COST 20,467,848 17,920,390

    TY 2015 LandEtcSchedule2
    Name:
    1772 FOUNDATION INC
    EIN:
    22-2578377
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
      10,688 10,688    


    TY 2015 LegalFeesSchedule
    Name:
    1772 FOUNDATION INC
    EIN:
    22-2578377
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 10,422 5,211   5,211


    TY 2015 OtherAssetsSchedule
    Name:
    1772 FOUNDATION INC
    EIN:
    22-2578377
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PROGRAM RELATED INVESTMENTS 830,653 1,135,600 1,135,600


    TY 2015 OtherExpensesSchedule
    Name:
    1772 FOUNDATION INC
    EIN:
    22-2578377
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    OFFICE SUPPLIES & EXPENSE 2,765 830   1,935
    DUES & SUBSCRIPTIONS 2,841 852   1,989
    PAYROLL SERVICE FEES 1,683 505   1,178
    TELEPHONE 2,270 1,135   1,135
    INSURANCE 2,702 1,351   1,351
    DATA PROCESSING & WEBSITE 2,325 697   1,628
    OTHER INVESTMENT LOSS 10,133 10,133    
    BANK & OTHER FEES 564 169   395
    PROFESSIONAL DEVELOPMENT 13,268 3,980   9,288


    TY 2015 OtherIncomeSchedule2
    Name:
    1772 FOUNDATION INC
    EIN:
    22-2578377
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INVESTMENT INCOME 633 633  


    TY 2015 OtherLiabilitiesSchedule
    Name:
    1772 FOUNDATION INC
    EIN:
    22-2578377
    Description Beginning of Year - Book Value End of Year - Book Value
    EXCISE TAXES PAYABLE 118,700  
    DIRECTOR PAYABLE   50,000


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    1772 FOUNDATION INC
    EIN:
    22-2578377
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT & TRADE FE 252,062 252,062    
    CONSULTING FEES 1,688 506   1,182


    TY 2015 TaxesSchedule
    Name:
    1772 FOUNDATION INC
    EIN:
    22-2578377
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 38,768