Form990-PF
Click to see attachment

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
STONEGRODD FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)320 EAST 72ND STREET NO 16/17A
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10021
A Employer identification number

46-1594782
B Telephone number (see instructions)

(212) 605-3100
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$897,302J 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) 250
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 13,985 13,985  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 52,718
b Gross sales price for all assets on line 6a 314,450
7 Capital gain net income (from Part IV, line 2)... 52,840
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 66,953 66,825  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 6,500 4,875   1,625
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,715 315   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 2,522 2,228   294
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 10,737 7,418   1,919
25 Contributions, gifts, grants paid....... 120,000 120,000
26 Total expenses and disbursements. Add lines 24 and 25 130,737 7,418   121,919
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -63,784
b Net investment income (if negative, enter -0-) 59,407
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......... 28,300 34,531 34,531
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)....... 888,880 Click to see attachment818,865 862,771
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)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 917,180 853,396 897,302
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 958,610 958,610
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds -41,430 -105,214
30 Total net assets or fund balances (see instructions)..... 917,180 853,396
31 Total liabilities and net assets/fund balances (see instructions). 917,180 853,396
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
917,180
2
Enter amount from Part I, line 27a .....................
2
-63,784
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
853,396
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
853,396
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 ANTHEM INC P 2014-08-05 2015-12-22
b ANTHEM INC P 2014-07-28 2015-12-22
c PPL CORPORATION P 2015-10-02 2015-12-21
d VOYA FINANCIAL INC P 2015-08-31 2015-12-21
e EDISON INTERNATIONAL P 2015-06-25 2015-12-21
APPLIED MATERIALS INC P 2015-06-08 2015-12-21
NORTHROP GRUMMAN CORP P 2015-05-29 2015-12-21
DISCOVER FINANCIAL SERVICES P 2015-04-23 2015-12-21
CF INDUSTRIES HOLDINGS INC P 2015-04-15 2015-12-21
ROSS STORES INC P 2015-04-14 2015-12-21
MEDTRONIC PLC P 2015-01-27 2015-12-21
MCKESSON CORP P 2015-01-12 2015-12-21
UNITEDHEALTH GROUP INC P 2015-01-12 2015-12-21
ALLSTATE CORP P 2014-12-16 2015-12-21
VALERO ENERGY CORP P 2014-12-03 2015-12-21
L-3 COMMUNICATIONS HOLDINGS P 2014-11-19 2015-12-21
DELTA AIR LINES INC P 2014-10-27 2015-12-21
VALERO ENERGY CORP P 2014-10-27 2015-12-21
EMC CORP/MASS P 2014-09-08 2015-12-21
UNITEDHEALTH GROUP INC P 2014-09-08 2015-12-21
DOLLAR GENERAL CORP P 2014-08-01 2015-12-21
EMC CORP/MASS P 2014-07-31 2015-12-21
ANTHEM INC P 2014-07-28 2015-12-21
DR PEPPER SNAPPLE GROUP INC P 2014-07-07 2015-12-21
ORACLE CORP P 2014-07-01 2015-12-21
AETNA INC P 2014-06-18 2015-12-21
ESTEE LAUDER COMPANIES-CL A P 2014-05-28 2015-12-21
AMERICAN ELECTRIC POWER P 2014-05-07 2015-12-21
MICROSOFT CORP P 2014-04-24 2015-12-21
FACEBOOK INC-A P 2014-04-15 2015-12-21
INTUITIVE SURGICAL INC P 2014-04-07 2015-12-21
MONSTER BEVERAGE CORP P 2014-03-12 2015-12-21
F5 NETWORKS INC P 2014-03-03 2015-12-21
WALT DISNEY CO/THE P 2014-02-28 2015-12-21
BALL CORP P 2014-02-04 2015-12-21
STARBUCKS CORP P 2014-02-04 2015-12-21
GAMESTOP CORP-CLASS A P 2014-01-21 2015-12-21
NIKE INC -CL B P 2013-12-06 2015-12-21
ANSYS INC P 2013-11-19 2015-12-21
CVS HEALTH CORP P 2013-11-19 2015-12-21
AMPHENOL CORP-CL A P 2013-11-08 2015-12-21
HESS CORP P 2013-11-01 2015-12-21
AMDOCS LTD P 2013-10-18 2015-12-21
COSTCO WHOLESALE CORP P 2013-10-18 2015-12-21
HESS CORP P 2013-10-11 2015-12-21
ANSYS INC P 2013-09-03 2015-12-21
PEPSICO INC P 2013-08-15 2015-12-21
SCHLUMBERGER LTD P 2013-07-22 2015-12-21
GILEAD SCIENCES INC P 2013-06-12 2015-12-21
AMDOCS LTD P 2013-05-22 2015-12-21
COSTCO WHOLESALE CORP P 2013-04-24 2015-12-21
CAPITAL ONE FINANCIAL CORP P 2013-04-09 2015-12-21
ALTRIA GROUP INC P 2013-03-06 2015-12-21
AB BOND INFLATION STRATEGY CLASS 1 P 2013-03-05 2015-12-21
AB DISCOVERY GRWTH FUND- ADV P 2013-03-05 2015-12-21
AB DISCOVERY VALUE FUND- ADV P 2013-03-05 2015-12-21
ALPHABET INC-CL A P 2013-03-05 2015-12-21
APPLE INC P 2013-03-05 2015-12-21
BANK OF AMERICA CORP P 2013-03-05 2015-12-21
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO P 2013-03-05 2015-12-21
BERNSTEIN INTERNATIONAL PORTFOLIO P 2013-03-05 2015-12-21
BIOGEN INC P 2013-03-05 2015-12-21
COMCAST CORP-CLASS A P 2013-03-05 2015-12-21
DANAHER CORP P 2013-03-05 2015-12-21
HEWLETT PACKARD ENTERPRIS P 2013-03-05 2015-12-21
HOME DEPOT INC P 2013-03-05 2015-12-21
JOHNSON & JOHNSON P 2013-03-05 2015-12-21
OVERLAY A PORTFOLIO CLASS 1 P 2013-03-05 2015-12-21
PFIZER INC P 2013-03-05 2015-12-21
SHERWIN-WILLIAMS CO/THE P 2013-03-05 2015-12-21
STARBUCKS CORP P 2013-03-05 2015-12-21
UNION PACIFIC CORP P 2013-03-05 2015-12-21
VISA INC - CLASS A SHRS P 2013-03-05 2015-12-21
WALT DISNEY CO/THE P 2013-03-05 2015-12-21
WELLS FARGO & COMPANY P 2013-03-05 2015-12-21
LYONDELLBASELL INDU-CL A D 2012-01-27 2015-12-21
EMC CORP/MASS P 2014-07-31 2015-12-18
EMC CORP/MASS P 2014-07-31 2015-12-17
AON PLC P 2013-09-19 2015-12-17
VALERO ENERGY CORP P 2014-10-27 2015-12-16
TIME WARNER INC P 2015-02-03 2015-12-11
TIME WARNER INC P 2014-12-03 2015-12-11
TIME WARNER INC P 2014-05-23 2015-12-11
TIME WARNER INC P 2013-03-05 2015-12-11
AON PLC P 2013-09-19 2015-11-19
PRICELINE GROUP INC/THE P 2013-04-11 2015-11-18
AON PLC P 2013-09-19 2015-11-17
UGI CORP P 2015-04-10 2015-11-13
RAYTHEON COMPANY P 2014-07-30 2015-11-13
RAYTHEON COMPANY P 2014-05-08 2015-11-13
MONSTER BEVERAGE CORP P 2014-02-28 2015-11-12
STARBUCKS CORP P 2013-03-05 2015-11-12
QUINTILES TRANSNATIONAL HOLDIN P 2014-03-17 2015-10-28
QUINTILES TRANSNATIONAL HOLDIN P 2014-03-13 2015-10-28
QUINTILES TRANSNATIONAL HOLDIN P 2014-03-13 2015-10-28
VISA INC - CLASS A SHRS P 2013-03-05 2015-10-22
RAYTHEON COMPANY P 2013-11-21 2015-10-21
RAYTHEON COMPANY P 2013-10-25 2015-10-21
ALLERGAN PLC P 2014-08-05 2015-10-14
ALLERGAN PLC P 2014-06-23 2015-10-14
RAYTHEON COMPANY P 2013-10-25 2015-10-14
WALT DISNEY CO/THE P 2013-03-05 2015-10-13
STAPLES INC P 2015-07-13 2015-10-12
ELECTRONIC ARTS INC P 2013-11-06 2015-10-12
ELECTRONIC ARTS INC P 2013-11-01 2015-10-12
ALLERGAN PLC P 2014-06-06 2015-10-09
ALLERGAN PLC P 2014-05-23 2015-10-09
ALLERGAN PLC P 2014-05-23 2015-10-09
RAYTHEON COMPANY P 2013-10-25 2015-10-09
KOHLS CORP P 2015-05-15 2015-10-08
KOHLS CORP P 2015-03-31 2015-10-08
BROCADE COMMUNICATIONS SYS P 2014-06-03 2015-10-07
BROCADE COMMUNICATIONS SYS P 2014-03-12 2015-10-07
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO P 2013-03-05 2015-10-07
BERNSTEIN INTERNATIONAL PORTFOLIO P 2013-03-05 2015-10-07
SM ENERGY CO P 2015-05-14 2015-10-06
KOHLS CORP P 2015-03-31 2015-10-06
GOLDMAN SACHS GROUP INC P 2014-09-08 2015-10-05
BROCADE COMMUNICATIONS SYS P 2014-03-12 2015-10-01
FORD MOTOR CO P 2014-03-05 2015-10-01
FORD MOTOR CO P 2013-03-05 2015-10-01
STAPLES INC P 2015-07-13 2015-09-24
AMERICAN INTERNATIONAL GROUP P 2013-11-08 2015-09-14
FORD MOTOR CO P 2013-03-05 2015-09-14
AMERICAN INTERNATIONAL GROUP P 2013-11-08 2015-09-10
RAYTHEON COMPANY P 2013-10-25 2015-09-10
AMERICAN INTERNATIONAL GROUP P 2013-06-06 2015-09-10
FORD MOTOR CO P 2013-03-05 2015-09-10
MEAD JOHNSON NUTRITION CO P 2014-02-04 2015-09-08
AMERICAN INTERNATIONAL GROUP P 2013-06-06 2015-09-08
AMERICAN INTERNATIONAL GROUP P 2013-05-07 2015-09-08
FORD MOTOR CO P 2013-03-05 2015-09-08
AMERICAN INTERNATIONAL GROUP P 2013-05-07 2015-09-04
AMERICAN INTERNATIONAL GROUP P 2013-04-24 2015-09-04
MEAD JOHNSON NUTRITION CO P 2014-02-04 2015-09-03
MEAD JOHNSON NUTRITION CO P 2013-11-25 2015-09-03
FORD MOTOR CO P 2013-03-05 2015-09-03
MONSTER BEVERAGE CORP P 2014-02-28 2015-09-02
ELECTRONIC ARTS INC P 2013-11-01 2015-09-01
AMERICAN INTERNATIONAL GROUP P 2013-04-24 2015-08-31
ANSYS INC P 2013-09-03 2015-08-26
ANSYS INC P 2013-03-05 2015-08-26
AON PLC P 2013-09-19 2015-08-24
COSTCO WHOLESALE CORP P 2013-04-24 2015-08-24
SHERWIN-WILLIAMS CO/THE P 2013-03-05 2015-08-24
PAYPAL HOLDINGS INC P 2015-02-11 2015-08-14
PAYPAL HOLDINGS INC P 2014-10-08 2015-08-14
PAYPAL HOLDINGS INC P 2014-05-23 2015-08-14
PAYPAL HOLDINGS INC P 2014-05-06 2015-08-14
PAYPAL HOLDINGS INC P 2014-04-29 2015-08-14
ALLERGAN PLC P 2014-05-23 2015-08-13
ELECTRONIC ARTS INC P 2013-11-01 2015-08-13
INTEL CORP P 2015-05-08 2015-07-24
INTEL CORP P 2015-02-02 2015-07-24
ELECTRONIC ARTS INC P 2013-11-01 2015-07-22
ELECTRONIC ARTS INC P 2013-05-29 2015-07-22
HESS CORP P 2013-10-11 2015-07-17
AUTOZONE INC P 2014-10-08 2015-07-16
AUTOZONE INC P 2014-05-07 2015-07-16
AUTOZONE INC P 2014-05-07 2015-07-14
MEAD JOHNSON NUTRITION CO P 2013-11-25 2015-07-14
AUTOZONE INC P 2014-05-07 2015-07-13
OFFICE DEPOT INC P 2014-02-04 2015-07-13
MEAD JOHNSON NUTRITION CO P 2013-11-25 2015-07-10
STARBUCKS CORP P 2013-03-05 2015-07-10
UNITEDHEALTH GROUP INC P 2014-09-08 2015-06-24
ANTHEM INC P 2014-07-28 2015-06-24
AETNA INC P 2014-06-18 2015-06-24
LOCKHEED MARTIN CORP P 2015-02-20 2015-06-10
LOCKHEED MARTIN CORP P 2015-01-23 2015-06-10
MARATHON PETROLEUM CORP P 2015-02-10 2015-06-09
POLARIS INDUSTRIES INC P 2014-01-29 2015-06-09
POLARIS INDUSTRIES INC P 2013-11-01 2015-06-09
MARATHON PETROLEUM CORP P 2015-02-10 2015-06-05
AMERICAN TOWER CORP P 2014-07-25 2015-06-05
AMERICAN TOWER CORP P 2013-12-30 2015-06-05
POLARIS INDUSTRIES INC P 2013-11-01 2015-06-05
POLARIS INDUSTRIES INC P 2013-11-01 2015-06-04
AFFILIATED MANAGERS GROUP INC P 2015-01-08 2015-06-03
AMERICAN TOWER CORP P 2013-12-30 2015-06-03
AFFILIATED MANAGERS GROUP INC P 2013-03-05 2015-06-03
LOCKHEED MARTIN CORP P 2015-01-23 2015-06-02
LOCKHEED MARTIN CORP P 2014-03-19 2015-06-02
LOCKHEED MARTIN CORP P 2014-03-19 2015-06-01
LOCKHEED MARTIN CORP P 2014-01-29 2015-06-01
LOCKHEED MARTIN CORP P 2014-01-29 2015-05-29
AMERICAN TOWER CORP P 2013-12-30 2015-05-29
LOCKHEED MARTIN CORP P 2014-01-29 2015-05-28
LOCKHEED MARTIN CORP P 2014-01-29 2015-05-28
AMERICAN TOWER CORP P 2013-12-30 2015-05-28
AMERICAN INTERNATIONAL GROUP P 2013-04-24 2015-05-28
OCCIDENTAL PETROLEUM CORP P 2014-08-19 2015-05-06
OCCIDENTAL PETROLEUM CORP P 2014-07-01 2015-05-06
OCCIDENTAL PETROLEUM CORP P 2013-09-19 2015-05-06
MOBILEYE NV P 2015-02-11 2015-05-04
MOBILEYE NV P 2015-01-28 2015-05-04
VALERO ENERGY CORP P 2014-10-27 2015-05-04
MONSANTO CO P 2014-04-24 2015-05-04
MONSANTO CO P 2013-07-17 2015-05-04
ELECTRONIC ARTS INC P 2013-05-29 2015-05-04
MONSANTO CO P 2013-03-25 2015-05-04
MONSTER BEVERAGE CORP P 2014-02-28 2015-04-30
MONSTER BEVERAGE CORP P 2014-02-11 2015-04-30
FIDELITY NATIONAL INFORMATION P 2014-10-27 2015-04-22
FIDELITY NATIONAL INFORMATION P 2013-08-26 2015-04-22
FIDELITY NATIONAL INFORMATION P 2013-03-05 2015-04-22
GOLDMAN SACHS GROUP INC P 2014-04-15 2015-04-16
PARTNERRE LTD P 2014-07-07 2015-04-14
BOOZ ALLEN HAMILTON HOLDING P 2014-05-21 2015-04-10
CHUBB CORP P 2013-07-17 2015-04-10
MONSANTO CO P 2013-03-25 2015-04-10
INTERCONTINENTAL EXCHANGE IN P 2013-03-05 2015-04-01
LINEAR TECHNOLOGY CORP P 2015-02-02 2015-03-31
VF CORP P 2015-01-12 2015-03-31
PHILIP MORRIS INTERNATIONAL P 2013-03-05 2015-03-31
VERIZON COMMUNICATIONS INC P 2014-03-25 2015-03-26
VERIZON COMMUNICATIONS INC P 2014-03-24 2015-03-26
VERIZON COMMUNICATIONS INC P 2014-02-28 2015-03-26
CHUBB CORP P 2013-07-17 2015-03-26
CHUBB CORP P 2013-04-09 2015-03-26
PHILIP MORRIS INTERNATIONAL P 2013-03-05 2015-03-26
VF CORP P 2015-01-12 2015-03-25
BOOZ ALLEN HAMILTON HOLDING P 2014-05-21 2015-03-25
PHILIP MORRIS INTERNATIONAL P 2013-03-05 2015-03-25
SLM CORP P 2014-05-21 2015-03-24
SLM CORP P 2014-04-17 2015-03-24
CHUBB CORP P 2013-04-09 2015-03-23
CHUBB CORP P 2013-04-09 2015-03-23
INTERCONTINENTAL EXCHANGE IN P 2013-03-05 2015-03-23
INTERCONTINENTAL EXCHANGE IN P 2013-03-05 2015-03-23
VF CORP P 2015-01-12 2015-03-20
BOOZ ALLEN HAMILTON HOLDING P 2014-05-21 2015-03-20
NETSUITE INC P 2014-05-07 2015-03-19
LINEAR TECHNOLOGY CORP P 2015-02-02 2015-03-18
NETSUITE INC P 2014-05-07 2015-03-18
CHUBB CORP P 2013-04-09 2015-03-18
INTERCONTINENTAL EXCHANGE IN P 2013-03-05 2015-03-18
EOG RESOURCES INC P 2014-07-15 2015-03-10
CVS HEALTH CORP P 2013-11-19 2015-03-05
COMCAST CORP-CLASS A P 2013-03-05 2015-03-03
KROGER CO P 2013-03-05 2015-03-03
PARTNERRE LTD P 2014-07-07 2015-03-02
PARTNERRE LTD P 2013-03-05 2015-03-02
ASSURANT INC P 2014-02-28 2015-02-19
ASSURANT INC P 2014-02-05 2015-02-19
PARTNERRE LTD P 2013-03-05 2015-02-19
JPMORGAN CHASE & CO P 2014-07-25 2015-02-17
JPMORGAN CHASE & CO P 2013-07-17 2015-02-17
EVEREST RE GROUP LTD P 2013-03-08 2015-02-17
DTE ENERGY COMPANY P 2014-09-09 2015-02-13
DTE ENERGY COMPANY P 2014-02-19 2015-02-13
DTE ENERGY COMPANY P 2014-02-04 2015-02-13
JOHNSON & JOHNSON P 2013-03-05 2015-02-09
ALLERGAN INC P 2014-01-29 2015-02-05
ALLERGAN INC P 2013-05-20 2015-02-05
SCHLUMBERGER LTD P 2013-07-22 2015-02-03
DOW CHEMICAL CO/THE P 2014-05-06 2015-01-28
DOW CHEMICAL CO/THE P 2014-04-25 2015-01-28
MICROSOFT CORP P 2014-04-24 2015-01-28
DOW CHEMICAL CO/THE P 2014-02-21 2015-01-28
MICROSOFT CORP P 2013-03-05 2015-01-28
MEAD JOHNSON NUTRITION CO P 2013-11-25 2015-01-22
NXP SEMICONDUCTORS NV P 2014-07-30 2015-01-16
PRECISION CASTPARTS CORP P 2013-03-05 2015-01-16
VERIZON COMMUNICATIONS INC P 2014-02-28 2015-01-08
JPMORGAN CHASE & CO P 2013-07-17 2015-01-08
JPMORGAN CHASE & CO P 2013-03-05 2015-01-08
STARBUCKS CORP P 2013-03-05 2015-01-08
VERIZON COMMUNICATIONS INC P 2013-03-05 2015-01-08
AMERICAN EXPRESS CO P 2014-06-23 2015-01-07
AMERICAN EXPRESS CO P 2014-05-06 2015-01-07
AMERICAN EXPRESS CO P 2013-09-19 2015-01-07
AMERICAN EXPRESS CO P 2013-05-20 2015-01-07
AMERICAN EXPRESS CO P 2013-05-15 2015-01-07
BOEING CO/THE P 2013-05-17 2015-01-05
BOEING CO/THE P 2013-05-01 2015-01-05
MEDTRONIC PLC P 2015-01-12 2015-01-27
CASH IN LIEU P 2001-01-01 2015-05-06
CAPITAL GAINS DIVIDENDS P    
(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 418   332 86
b 279   229 50
c 500   493 7
d 363   430 -67
e 411   392 19
683   742 -59
564   477 87
424   465 -41
745   1,033 -288
533   521 12
381   375 6
389   431 -42
467   410 57
732   815 -83
142   103 39
701   725 -24
458   357 101
354   240 114
1,142   1,315 -173
117   88 29
571   444 127
25   30 -5
970   801 169
1,007   648 359
363   408 -45
764   564 200
613   530 83
564   531 33
1,634   1,188 446
1,037   584 453
534   500 34
439   219 220
387   441 -54
106   81 25
841   614 227
830   495 335
372   506 -134
1,160   718 442
181   168 13
858   589 269
620   486 134
284   484 -200
328   224 104
949   702 247
95   162 -67
543   502 41
588   489 99
406   504 -98
1,329   674 655
164   109 55
158   108 50
648   503 145
1,024   615 409
2,635   2,944 -309
2,210   2,086 124
2,130   2,271 -141
1,510   839 671
2,018   1,174 844
1,129   779 350
12,710   13,646 -936
18,425   17,629 796
591   343 248
787   573 214
735   499 236
431   345 86
1,436   774 662
910   698 212
33,480   32,314 1,166
1,194   1,042 152
777   495 282
115   49 66
451   419 32
1,225   642 583
1,059   563 496
1,394   934 460
691   325 366
739   857 -118
437   503 -66
1,596   1,279 317
1,527   1,056 471
330   398 -68
1,453   1,845 -392
660   677 -17
990   793 197
752   602 150
1,283   729 554
470   376 94
784   800 -16
587   464 123
587   487 100
595   300 295
795   368 427
1,002   787 215
1,002   780 222
868   668 200
460   241 219
1,242   957 285
226   160 66
800   646 154
533   444 89
879   640 239
1,062   563 499
958   1,209 -251
2,013   773 1,240
403   155 248
826   627 199
551   427 124
551   427 124
897   640 257
419   588 -169
699   1,180 -481
625   555 70
229   218 11
3,330   3,471 -141
1,270   1,192 78
1,287   1,957 -670
1,847   3,147 -1,300
898   902 -4
992   973 19
1,030   1,173 -143
96   91 5
760   930 -170
1,215   1,020 195
766   725 41
233   194 39
635   480 155
874   667 207
1,056   1,010 46
836   827 9
588   445 143
471   357 114
1,035   984 51
991   758 233
58   41 17
308   301 7
231   252 -21
808   751 57
809   450 359
834   335 499
665   456 209
350   335 15
437   391 46
1,386   1,129 257
671   540 131
1,553   989 564
303   255 48
756   620 136
567   451 116
378   299 79
378   314 64
953   641 312
1,544   541 1,003
1,497   1,723 -226
2,034   2,392 -358
729   258 471
1,093   349 744
1,664   2,187 -523
681   513 168
681   526 155
678   526 152
620   588 32
682   526 156
2,065   1,146 919
707   672 35
1,904   991 913
1,323   964 359
2,028   1,374 654
2,156   1,369 787
379   407 -28
947   993 -46
998   1,001 -3
713   633 80
285   260 25
807   801 6
465   462 3
651   556 95
717   651 66
1,008   912 96
677   614 63
931   794 137
2,032   1,343 689
761   794 -33
190   164 26
569   491 78
379   294 85
754   589 165
931   794 137
570   441 129
190   147 43
849   715 134
830   580 250
398   489 -91
1,195   1,486 -291
3,825   4,257 -432
45   36 9
1,136   987 149
1,914   1,583 331
583   555 28
1,166   1,030 136
1,003   395 608
233   200 33
825   450 375
962   509 453
1,607   1,389 218
964   686 278
1,993   1,183 810
2,006   1,542 464
1,814   1,536 278
399   306 93
804   703 101
1,551   1,303 248
1,158   792 366
1,548   1,478 70
528   527 1
989   1,200 -211
727   703 24
1,211   1,165 46
533   522 11
200   176 24
200   178 22
612   738 -126
598   602 -4
402   306 96
1,084   1,292 -208
1,029   963 66
795   792 3
415   356 59
415   356 59
471   317 154
236   158 78
749   753 -4
505   370 135
573   440 133
802   761 41
481   367 114
504   444 60
461   317 144
951   1,249 -298
412   262 150
717   491 226
1,260   533 727
115   110 5
918   722 196
607   656 -49
667   712 -45
1,066   813 253
598   590 8
1,135   1,050 85
1,259   893 366
818   781 37
1,883   1,657 226
900   741 159
400   310 90
2,251   1,141 1,110
2,251   1,000 1,251
433   420 13
864   989 -125
648   729 -81
544   515 29
1,080   1,180 -100
2,594   1,756 838
700   588 112
1,932   1,563 369
1,335   1,323 12
421   427 -6
361   331 30
1,084   898 186
414   283 131
327   333 -6
1,352   1,432 -80
451   433 18
1,352   1,165 187
901   743 158
991   800 191
1,291   989 302
646   457 189
1,725   1,717 8
12     12
14,693     14,693
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       86
b       50
c       7
d       -67
e       19
      -59
      87
      -41
      -288
      12
      6
      -42
      57
      -83
      39
      -24
      101
      114
      -173
      29
      127
      -5
      169
      359
      -45
      200
      83
      33
      446
      453
      34
      220
      -54
      25
      227
      335
      -134
      442
      13
      269
      134
      -200
      104
      247
      -67
      41
      99
      -98
      655
      55
      50
      145
      409
      -309
      124
      -141
      671
      844
      350
      -936
      796
      248
      214
      236
      86
      662
      212
      1,166
      152
      282
      66
      32
      583
      496
      460
      366
      -118
      -66
      317
      471
      -68
      -392
      -17
      197
      150
      554
      94
      -16
      123
      100
      295
      427
      215
      222
      200
      219
      285
      66
      154
      89
      239
      499
      -251
      1,240
      248
      199
      124
      124
      257
      -169
      -481
      70
      11
      -141
      78
      -670
      -1,300
      -4
      19
      -143
      5
      -170
      195
      41
      39
      155
      207
      46
      9
      143
      114
      51
      233
      17
      7
      -21
      57
      359
      499
      209
      15
      46
      257
      131
      564
      48
      136
      116
      79
      64
      312
      1,003
      -226
      -358
      471
      744
      -523
      168
      155
      152
      32
      156
      919
      35
      913
      359
      654
      787
      -28
      -46
      -3
      80
      25
      6
      3
      95
      66
      96
      63
      137
      689
      -33
      26
      78
      85
      165
      137
      129
      43
      134
      250
      -91
      -291
      -432
      9
      149
      331
      28
      136
      608
      33
      375
      453
      218
      278
      810
      464
      278
      93
      101
      248
      366
      70
      1
      -211
      24
      46
      11
      24
      22
      -126
      -4
      96
      -208
      66
      3
      59
      59
      154
      78
      -4
      135
      133
      41
      114
      60
      144
      -298
      150
      226
      727
      5
      196
      -49
      -45
      253
      8
      85
      366
      37
      226
      159
      90
      1,110
      1,251
      13
      -125
      -81
      29
      -100
      838
      112
      369
      12
      -6
      30
      186
      131
      -6
      -80
      18
      187
      158
      191
      302
      189
      8
      12
      14,693
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 52,840
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 100,946 1,056,941 0.095508
2013 76,398 1,033,574 0.073916
2012 0 1,059,909 0.000000
2011      
2010      
2
Total of line 1, column (d) .....................
20.169424
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
0.056475
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
1,009,008
5
Multiply line 4 by line 3......................
5
56,984
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
594
7
Add lines 5 and 6........................
7
57,578
8
Enter qualifying distributions from Part XII, line 4.............
8
121,919
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 1 594
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........................... 3 594
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- ..... 5 594
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 821
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 500
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,321
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 727
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet727 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)
    bulletNY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletPERELSON WEINER Telephone no.bullet (212) 605-3100

    Located atbulletONE DAG HAMMARSKJOLD PL 42ND FLNEW YORKNY ZIP+4bullet10017
    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
    MICHAEL STONE DIRECTOR
    10.00     		0 0 0
    320 EAST 72ND STREET APT 16/17A
    NEW YORK,NY10021
    PATRICIA GRODD DIRECTOR
    10.00     		0 0 0
    320 EAST 72ND STREET APT 16/17A
    NEW YORK,NY10021
    NICHOLAS STONE DIRECTOR
    10.00     		0 0 0
    320 EAST 72ND STREET APT 16/17A
    NEW YORK,NY10021
    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
    19,874
    b
    Average of monthly cash balances.......................
    1b
    1,004,500
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,024,374
    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
    1,024,374
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    15,366
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,009,008
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    50,450
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    50,450
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    594
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    594
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    49,856
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    49,856
    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
    49,856
    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
    121,919
    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
    121,919
    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
    594
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    121,325
    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 49,856
    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......  
    b From 2011......  
    c From 2012......  
    d From 2013...... 25,423
    e From 2014...... 49,357
    fTotal of lines 3a through e........ 74,780
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 121,919
    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..... 49,856
    e Remaining amount distributed out of corpus 72,063
    5 Excess distributions carryover applied to 2015. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 146,843
    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 ......     		146,843
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013.... 25,423
    d Excess from 2014.... 49,357
    e Excess from 2015.... 72,063
    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).)
    MICHAEL STONE
    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
    PEN AMERICAN CENTER
    588 BROADWAY SUITE 303
    NEW YORK,NY10012     		NONE PUBLIC CHARITY GENERAL 10,000
    POETS HOUSE
    10 RIVER TERRACE
    NEW YORK,NY10282     		NONE PUBLIC CHARITY GENERAL 18,000
    THE ACADEMY OF AMERICAN POETS
    175 MAIDEN LANE SUITE 901
    NEW YORK,NY10038     		NONE PUBLIC CHARITY GENERAL 25,000
    THE COUNCIL OF LITERARY MAGAZINES AND PRESSES
    154 CHRISTOPHER STREET SUITE 3C
    NEW YORK,NY10014     		NONE PUBLIC CHARITY GENERAL 1,000
    THINK LIKE A GENIUS FOUNDATION
    S YOSEMITE STREET F2 200
    GREENWOOD VILLAGE,CO80111     		NONE PUBLIC CHARITY GENERAL 10,000
    TRUSTEES OF HAMILTON COLLEGE
    198 COLLEGE HILL RD
    CLINTON,NY13323     		NONE PUBLIC CHARITY GENERAL 10,000
    YEAR UP
    93 SUMMER ST 5TH FLOOR
    BOSTON,MA02110     		NONE PUBLIC CHARITY GENERAL 25,000
    KENYON COLLEGE
    103 COLLEGE ROAD
    GAMBIER,OH43022     		NONE PUBLIC CHARITY GENERAL 10,000
    THE WORDSWORTH TRUST
    DOVE COTTAGE
    GRASMERE,GRASMERE  
    UK     		NONE PUBLIC CHARITY GENERAL 10,000
    THE PECONIC TRUST
    PO BOX 1776
    SOUTHAMPTON,NY11969     		NONE PUBLIC CHARITY GENERAL 500
    SCHOOL FOR ADVANCED RESEARCH
    PO BOX 2188
    SANTA FE,NM87504     		NONE PUBLIC CHARITY GENERAL 500
    Total .................................bullet 3a 120,000
    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 ...........     		         
    4 Dividends and interest from securities....     14 13,985  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............     		    18 52,718  
    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 66,703 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    1366,703
    (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
    STONEGRODD FAMILY FOUNDATION
     
    Employer identification number

    46-1594782
    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
    STONEGRODD FAMILY FOUNDATION
          		Employer identification number
    46-1594782
    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
     
     

    MICHAEL STONEPATRICIA GRODD  
    320 EAST 72ND STREET APT 16/17A
     
    NEW YORK, NY10021

    		$ 250


    (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
    STONEGRODD FAMILY FOUNDATION
          		Employer identification number

    46-1594782
    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
    STONEGRODD FAMILY FOUNDATION
          		Employer identification number

    46-1594782
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2015 AccountingFeesSchedule
    Name:
    STONEGRODD FAMILY FOUNDATION
    EIN:
    46-1594782
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 6,500 4,875   1,625

    TY 2015 GeneralExplanationAttachment
    Name:
    STONEGRODD FAMILY FOUNDATION
    EIN:
    46-1594782
    Identifier Return Reference Explanation
    STATEMENT REQUIRED BY REG. 53.4945-5(D) FORM 990-PF, PART XV, LINE 9: INFORMATION WITH RESPECT TO EXPENDITURE RESPONSIBILITY GRANTS (1) GRANTEE: THE WORDSWORTH TRUST DOVE COTTAGE,GRASMERE CUMBRIA,LA22 9SH(2) DATE PAID IN CURRENT TAX YEAR: $10,000 PAID ON JULY 23, 2015(3) TOTAL PAID: $10,000 PAID ON JULY 23, 2015 $10,000 TOTAL (4) PURPOSE: GENERAL CHARITABLE PURPOSE.(5) AMOUNT OF GRANT SPENT BY GRANTEE: $10,000(6) DIVERSION: TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED ON THE REPORT FURNISHED BY THE GRANTEE, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE. (7) VERIFICATION : THE STONE/GRODD FAMILY FOUNDATION DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. (REG. 53.4945-5(C)).

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    STONEGRODD FAMILY FOUNDATION
    EIN:
    46-1594782
    Name of Stock End of Year Book Value End of Year Fair Market Value
    BERNSTEIN - MARKETABLE SECURITIES 818,865 862,771

    TY 2015 OtherExpensesSchedule
    Name:
    STONEGRODD FAMILY FOUNDATION
    EIN:
    46-1594782
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FILING FEES 250 0   250
    BROKER MANAGEMENT FEES 2,228 2,228   0
    BANK SERVICE FEES 44 0   44


    TY 2015 TaxesSchedule
    Name:
    STONEGRODD FAMILY FOUNDATION
    EIN:
    46-1594782
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX WITHHELD 315 315   0
    FEDERAL TAXES 1,400 0   0