Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
THE LEEVER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)245 FREIGHT STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WATERBURY, CT06702
A Employer identification number

22-3115036
B Telephone number (see instructions)

(203) 575-5606
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$18,973,726J 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) 7,134,481
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 288 288  
4 Dividends and interest from securities... 189,956 189,956  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 533,853
b Gross sales price for all assets on line 6a 12,630,023
7 Capital gain net income (from Part IV, line 2)... 630,455
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 13 13  
12 Total. Add lines 1 through 11........ 7,858,591 820,712  
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)......... Click to see attachment 3,775 1,888   1,887
b Accounting fees (attach schedule)....... Click to see attachment 5,495 4,295   1,200
c Other professional fees (attach schedule).... Click to see attachment 70,638 36,776   33,862
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 38,454 1,418   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 4,661 2,331   2,331
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 255 0   255
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 123,278 46,708   39,535
25 Contributions, gifts, grants paid....... 1,119,683 1,119,683
26 Total expenses and disbursements. Add lines 24 and 25 1,242,961 46,708   1,159,218
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 6,615,630
b Net investment income (if negative, enter -0-) 774,004
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............. 144,756 3,565,377 3,565,377
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 11,962,011 Click to see attachment15,157,020 15,408,349
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) 12,106,767 18,722,397 18,973,726
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 12,106,767 18,722,397
30 Total net assets or fund balances (see instructions)..... 12,106,767 18,722,397
31 Total liabilities and net assets/fund balances (see instructions). 12,106,767 18,722,397
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
12,106,767
2
Enter amount from Part I, line 27a .....................
2
6,615,630
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
18,722,397
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
18,722,397
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 BANK OF AMERICA - A/C 2071 P    
b BANK OF AMERICA - A/C 2071 P    
c CHARLES SCHWAB - A/C 1347 P    
d CHARLES SCHWAB - A/C 1347 P    
e CHARLES SCHWAB - A/C 1347 P    
13080 ABERDEEN SELECT D 2009-02-04 2015-09-23
43690 DF DENT PREMIER GROWTH D    
CHARLES SCHWAB - A/C 6269 P    
CHARLES SCHWAB - A/C 6269 P    
CHARLES SCHWAB - A/C 6269 P    
7305 DF DENT PREMIER GROWTH A/C 6269 P 2009-08-05 2015-09-23
100 ISHARES RUSSELL 2000 P 2014-07-01 2015-09-24
744.593 BARON SMALL CAP FUND P 2014-07-03 2015-09-22
499 HARDING LOEVNER EMERGING P 2014-07-01 2015-09-22
1889.86 METROPOLITAN WEST TOTAL P 2014-07-02 2015-09-22
1537.41 PRIME CAP ODYSSEY GROWTH P 2014-07-01 2015-09-22
S/T EINBEITA PARTNERS K-1 - LF P    
L/T EINBEITA PARTNERS K-1 - LF P    
S/T EINBEITA PARTNERS K-1 - TLAF P    
L/T EINBEITA PARTNERS K-1 - TLAF P    
145 WISDOM TREE ASIA P 2014-12-04 2015-02-02
77 ISHARES TR RUSSELL 2000 D 2012-02-02 2015-02-12
298 ISHARES TR RUSSELL 2000 D 2012-02-02 2015-02-12
125 ISHARES TR RUSSELL 2000 P 2013-06-12 2015-02-12
153 POWERSHS S&P P 2012-02-02 2015-02-12
255 POWERSHS DB COMMDTY INDX (K-1) P 2010-02-05 2015-02-12
621 POWERSHS DB COMMDTY INDX (K-1) P 2010-02-05 2015-02-12
300 POWERSHS DB COMMDTY INDX (K-1) P 2011-02-01 2015-02-12
254 POWERSHS DB COMMDTY INDX (K-1) P 2011-12-14 2015-02-12
108 SPDR S&P 500 D 2013-02-20 2015-02-12
132 SPDR S&P 500 P 2013-02-20 2015-02-12
140 SPDR S&P 500 D 2013-02-20 2015-02-12
105 VANGUARD DIV APPRECIATION D 2011-02-01 2015-02-12
267 VANGUARD DIV APPRECIATION P 2011-05-31 2015-02-12
432 VANGUARD DIV APPRECIATION D 2011-05-31 2015-02-12
161 VANGUARD DIV APPRECIATION P 2012-02-02 2015-02-12
24 VANGUARD REIT D 2012-06-06 2015-02-12
46 VANGUARD REIT P 2012-06-06 2015-02-12
77 WISDOMTREE ASIA P 2011-05-31 2015-02-12
153 WISDOMTREE ASIA P 2011-12-14 2015-02-12
148 WISDOMTREE ASIA P 2013-01-18 2015-02-12
307 WISDOMTREE ASIA P 2013-12-19 2015-02-12
1761 POWERSHS DB COMMDTY INDEX (K-1) P 2014-10-09 2015-03-06
1459 POWERSHS DB COMMDTY INDEX (K-1) P 2014-12-04 2015-03-06
294 ISHARES EFT GERMANY P 2015-02-12 2015-03-25
602 ISHARES MSCI JPN P 2015-02-12 2015-03-25
104 POWERSHS DB COMMDTY INDEX (K-1) P 2011-12-14 2015-03-06
372 POWERSHS DB COMMDTY INDEX (K-1) P 2013-01-18 2015-03-06
730 POWERSHS DB COMMDTY INDEX (K-1) P 2013-12-19 2015-03-06
157 VANGUARD FTSE EFT (VEA) P 2011-05-31 2015-03-25
194 EGSHARES EMERGING MARKETS EFT P 2014-12-04 2015-06-03
401 ISHARES MSCI HONG KONG P 2014-08-20 2015-06-18
148 WISDOMTREE JAPAN (DXJ) P 2015-03-06 2015-06-18
196 EGSHARES EMERGING MARKETS EFT D 2012-12-06 2015-06-03
503 EGSHARES EMERGING MARKETS EFT P 2012-12-06 2015-06-03
230 EGSHARES EMERGING MARKETS EFT P 2013-12-19 2015-06-03
297 VANGUARD REIT D 2012-06-06 2015-06-11
167 VANGUARD REIT P 2013-01-18 2015-06-11
97 VANGUARD REIT P 2013-12-19 2015-06-11
333 VANGUARD REIT P 2014-06-06 2015-06-11
462 WISDOMTREE INDIA D 2014-06-06 2015-06-11
3018 WISDOMTREE INDIA P 2014-06-06 2015-06-11
20 POWERSHARES QQQ TRUST D 2012-02-02 2015-06-18
107 POWERSHARES QQQ TRUST P 2012-02-02 2015-06-18
711 ISHARES CHINA LARGE CAP (FXI) P 2015-06-11 2015-07-08
1897 EGSHARES BEYOND BRICS (BBRC) P 2014-04-16 2015-08-24
673 ISHARES AAA A RATED (QLTA) P 2013-12-19 2015-08-24
901 ISHARES CHINA LARGE CAP (FXI) P 2015-06-11 2015-08-24
979 ISHARES COMMODITIES (COMT) P 2015-02-12 2015-08-24
2988 ISHARES CURRENCY HEDGE GERMANY (HEWG) P 2015-02-12 2015-08-24
882 ISHARES EMERGING MRTS (LEMB) P 2015-02-12 2015-08-24
6753 ISHARES GOLD (IAU) P 2013-06-28 2015-08-24
3316 ISHARES MSCI HONG KONG (EWH) P 2014-08-20 2015-08-24
6137 ISHARES MSCI JAPAN (EWJ) P 2015-02-12 2015-08-24
4051 ISHARES MSCI UNITED KINGDOM (EWU)_ P 2015-06-11 2015-08-24
330 ISHARES RUSSELL 2000 (IWM) P 2013-06-12 2015-08-24
304 ISHARES 20+ (TLT) P 2015-02-12 2015-08-24
502 ISHARES 7-10 YEAR TREASURY (IEF) P 2011-05-31 2015-08-24
1257 POWERSHARES S&P (SPLV) P   2015-08-24
2008 VANGUARD GLOBAL (VNQI) P   2015-08-24
109 VANGUARD GLOBAL (VNQI) D 2014-12-03 2015-08-24
505 VANGUARD REIT (VNQ) P 2014-06-06 2015-08-24
750 VANGUARD TOTAL (BNDX) P 2014-10-09 2015-08-24
1329 WISDOMTREE JAPAN (DXJ) P 2015-03-06 2015-08-24
BANK OF AMERICA - A/C 2071 P    
1699 VANGUARD FTSE DEVELOPED (VEA) P   2015-08-24
138 VANGUARD FTSE DEVELOPED (VEA) P 2014-12-04 2015-08-24
223 VANGUARD FTSE DEVELOPED (VEA) D 2013-01-16 2015-08-24
284 VANGUARD FTSE DEVELOPED (VEA) D 2014-12-04 2015-08-24
550 VANGUARD FTSE DEVELOPED (VEA) P 2015-02-12 2015-08-24
611 POWERSHARES QQQ TRUST D 2013-01-16 2015-08-24
519 POWERSHARES QQQ TRUST D 2014-12-03 2015-08-24
1174 POWERSHARES QQQ TRUST P 2014-07-10 2015-08-24
1995 ISHARES MSCI GERMANY (EWG) P 2013-06-07 2015-08-24
680 ISHARES MSCI GERMANY (EWG) D 2012-10-03 2015-08-24
66 ISHARES 7-10 YEAR TREASURY (IEF) D 2014-12-13 2015-08-24
312 SPDR S&P (SPY) P 2013-06-12 2015-08-24
473 POWERSHARES S&P (SPLV) D 2013-01-16 2015-08-24
1211 VANGUARD DIVIDEND APPRECIATION (VIG) P   2015-08-24
335 POWERSHARES S&P (SPLV) D 2014-12-04 2015-08-24
69 SPDR S&P (SPY) D 2013-02-20 2015-08-24
793 VANGUARD TOTAL STOCK (VTI) P 2011-02-01 2015-08-24
133 VANGUARD TOTAL STOCK (VTI) D 2014-12-03 2015-08-24
EINBEITA PARTNERS INVESTMENT TL SOLD P   2015-11-02
EINBEITA PARTNERS INVESTMENT SOLD P   2015-10-01
993 VANGUARD FTSE EMERGING (VWO) P   2015-08-24
664 VANGUARD FTSE EMERGING (VWO) P 2015-06-03 2015-08-24
193 VANGUARD FTSE EMERGING (VWO) D 2013-01-16 2015-08-24
POWERSHARES DB COMMEDITY INDEX-STRADDLE P    
POWERSHARES DB COMMEDITY INDEX K-1 ST P    
POWERSHARES DB COMMEDITY INDEX K-1 LT P    
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 171,614   186,145 -14,531
b 1,097,395   1,231,707 -134,312
c 330,764   369,894 -39,130
d 1,208,601   1,273,452 -64,851
e 2,263,354   1,743,304 520,050
123,219   228,961 -105,742
1,189,248   726,211 463,037
90,547   108,011 -17,464
677,316   726,030 -48,714
639,669   558,820 80,849
198,853   140,728 58,125
11,567   12,020 -453
24,237   26,427 -2,190
20,210   26,100 -5,890
20,410   20,452 -42
40,768   39,281 1,487
    683 -683
218,977     218,977
    582 -582
47,742     47,742
6,756   6,909 -153
9,277   6,254 3,023
35,903   24,205 11,698
15,060   12,210 2,850
5,872   3,962 1,910
4,625   4,384 241
11,264   7,796 3,468
5,441   5,330 111
4,607   4,402 205
22,505   16,462 6,043
27,507   20,120 7,387
29,174   21,340 7,834
8,579   5,640 2,939
21,815   15,163 6,652
35,295   24,533 10,762
13,154   9,099 4,055
2,055   1,654 401
3,939   2,890 1,049
3,494   3,751 -257
7,222   7,719 -497
6,896   7,871 -975
14,304   14,621 -317
31,261   32,058 -797
25,900   28,454 -2,554
8,345   7,709 636
7,718   7,077 641
1,846   1,789 57
6,604   6,735 -131
12,959   13,069 -110
6,381   6,018 363
5,038   5,106 -68
9,419   9,070 349
8,583   8,077 506
5,090   5,043 47
13,063   12,942 121
5,973   6,040 -67
22,967   18,062 4,905
12,914   11,313 1,601
7,501   6,313 1,188
25,751   25,315 436
9,610   10,581 -971
62,776   69,118 -6,342
2,212   1,225 987
11,836   6,552 5,284
27,980   34,512 -6,532
29,422   40,695 -11,273
34,504   34,603 -99
30,854   43,734 -12,880
30,280   40,368 -10,088
67,005   78,395 -11,390
35,570   40,005 -4,435
75,227   88,427 -13,200
60,721   74,167 -13,446
70,881   72,144 -1,263
66,694   77,801 -11,107
36,531   32,236 4,295
38,334   39,522 -1,188
54,122   50,539 3,583
44,634   34,313 10,321
100,197   115,354 -15,157
5,439   6,156 -717
37,878   37,159 719
39,729   39,277 452
63,866   72,531 -8,665
412,201   420,093 -7,892
61,332   64,337 -3,005
4,982   5,464 -482
8,050   8,548 -498
10,252   10,886 -634
19,855   21,605 -1,750
60,281   37,416 22,865
51,204   31,783 19,421
115,826   98,289 17,537
50,981   52,242 -1,261
17,377   16,487 890
7,116   6,377 739
59,154   50,912 8,242
16,795   12,249 4,546
88,876   86,567 2,309
11,895   8,676 3,219
13,082   10,517 2,565
78,934   45,929 33,005
13,239   6,547 6,692
153,231   353,562 -200,331
1,384,000   1,574,765 -190,765
32,342   42,359 -10,017
21,626   28,086 -6,460
6,286   8,629 -2,343
    1,532 -1,532
    975 -975
    9 -9
8,256     8,256
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       -14,531
b       -134,312
c       -39,130
d       -64,851
e       520,050
      -105,742
      463,037
      -17,464
      -48,714
      80,849
      58,125
      -453
      -2,190
      -5,890
      -42
      1,487
      -683
      218,977
      -582
      47,742
      -153
      3,023
      11,698
      2,850
      1,910
      241
      3,468
      111
      205
      6,043
      7,387
      7,834
      2,939
      6,652
      10,762
      4,055
      401
      1,049
      -257
      -497
      -975
      -317
      -797
      -2,554
      636
      641
      57
      -131
      -110
      363
      -68
      349
      506
      47
      121
      -67
      4,905
      1,601
      1,188
      436
      -971
      -6,342
      987
      5,284
      -6,532
      -11,273
      -99
      -12,880
      -10,088
      -11,390
      -4,435
      -13,200
      -13,446
      -1,263
      -11,107
      4,295
      -1,188
      3,583
      10,321
      -15,157
      -717
      719
      452
      -8,665
      -7,892
      -3,005
      -482
      -498
      -634
      -1,750
      22,865
      19,421
      17,537
      -1,261
      890
      739
      8,242
      4,546
      2,309
      3,219
      2,565
      33,005
      6,692
      -200,331
      -190,765
      -10,017
      -6,460
      -2,343
      -1,532
      -975
      -9
      8,256
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 2 630,455
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 854,019 14,433,989 0.059167
2013 646,083 11,873,023 0.054416
2012 1,111,868 9,639,801 0.115341
2011 308,432 9,852,904 0.031304
2010 397,148 9,465,172 0.041959
2
Total of line 1, column (d) .....................
20.302187
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
0.060437
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
16,088,823
5
Multiply line 4 by line 3......................
5
972,360
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
7,740
7
Add lines 5 and 6........................
7
980,100
8
Enter qualifying distributions from Part XII, line 4.............
8
1,159,218
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 7,740
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 7,740
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 7,740
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 32,000
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 42,000
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 34,260
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet34,260 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)
    bulletCT
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletCONNECTICUT COMMUNITY FOUNDATION Telephone no.bullet (203) 753-1315

    Located atbullet43 FIELD STREETWATERBURYCT ZIP+4bullet067021906
    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
    HAROLD LEEVER II DIRECTOR
    1.00     		0 0 0
    245 FREIGHT STREET
    WATERBURY,CT06702
    THOMAS LEEVER TREASURER
    1.00     		0 0 0
    245 FREIGHT STREET
    WATERBURY,CT06702
    DANIEL LEEVER VICE PRESIDENT
    1.00     		0 0 0
    245 FREIGHT STREET
    WATERBURY,CT06702
    ANDREW LEEVER PRESIDENT
    1.00     		0 0 0
    245 FREIGHT STREET
    WATERBURY,CT06702
    DAVID SFARA ASSISTANT SECRETARY
    1.00     		0 0 0
    39 SHERMAN HILL ROAD
    WOODBURY,CT06798
    LORI HART SECRETARY
    1.00     		0 0 0
    245 FREIGHT STREET
    WATERBURY,CT06702
    M CATHERINE SMITH DIRECTOR
    1.00     		0 0 0
    245 FREIGHT STREET
    WATERBURY,CT06702
    LYNN FRANKLIN HENRY DIRECTOR
    1.00     		0 0 0
    245 FREIGHT STREET
    WATERBURY,CT06702
    DAWN LEEVER DIRECTOR
    1.00     		0 0 0
    245 FREIGHT STREET
    WATERBURY,CT06702
    DANIEL HART DIRECTOR
    1.00     		0 0 0
    245 FREIGHT STREET
    WATERBURY,CT06702
    MARIANNE BARBINO-DUBUQUE DIRECTOR
    1.00     		0 0 0
    245 FREIGHT STREET
    WATERBURY,CT06702
    JUSTIN LEEVER DIRECTOR
    1.00     		0 0 0
    245 FREIGHT STREET
    WATERBURY,CT06702
    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 THE FOUNDATION AWARDS SCHOLARSHIP GRANTS TO CHILDREN OF MACDERMID INC.'S EMPLOYEES. THE ADMINISTRATION OF THE SCHOLARSHIP PROGRAM IS HANDLED ENTIRELY BY THE CONNECTICUT COMMUNITY FOUNDATION, INC., BASED IN WATERBURY, CONNECTICUT. THE LEEVER FOUNDATION PAYS THE CONNECTICUT COMMUNITY FOUNDATION AN ADMINISTRATIVE FEE FOR THIS SERVICE. FOR 2015, TWENTY FIVE SCHOLARSHIPS WERE MADE AVERAGING $3,192. 59,100
    2 THE FOUNDATION SUPPORTS PROGRAMS AND ORGANIZATIONS IN THE GREATER WATERBURY CT, CT AND NC AREA, AS WELL AS OTHER LOCATIONS, THAT: CREATE OPPORTUNITIES FOR PEOPLE, ESPECIALLY CHILDREN, TO BETTER THEIR LIVES PHYSICALLY, EMOTIONALLY, EDUCATIONALLY AND SPIRITUALLY; ENHANCE HEALTHCARE; AND PROMOTE THE ARTS IN ALL FORMS IN ORDER TO BROADEN SOCIETY'S APPRECIATION FOR AND UNDERSTANDING OF LIFE. 1,060,583
    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
    11,131,998
    b
    Average of monthly cash balances.......................
    1b
    2,852,785
    c
    Fair market value of all other assets (see instructions)................
    1c
    2,349,047
    d
    Total (add lines 1a, b, and c).........................
    1d
    16,333,830
    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
    16,333,830
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    245,007
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    16,088,823
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    804,441
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    804,441
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    7,740
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    7,740
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    796,701
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    796,701
    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
    796,701
    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
    1,159,218
    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
    1,159,218
    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
    7,740
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,151,478
    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 7 796,701
    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...... 639,078
    d From 2013...... 72,475
    e From 2014...... 161,120
    fTotal of lines 3a through e........ 872,673
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 1,159,218
    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..... 796,701
    e Remaining amount distributed out of corpus 362,517
    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 1,235,190
    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 ......     		1,235,190
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012.... 639,078
    c Excess from 2013.... 72,475
    d Excess from 2014.... 161,120
    e Excess from 2015.... 362,517
    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).)
    THOMAS LEEVER
    DANIEL LEEVER
    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:
    CAROL O'DONNELL
    THE DUNCANNON GROUP 45 NEWBRIDGE
    CIRCLE
    CHESHIRE,CT06410
    (203) 927-5997
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICANT MUST FIRST SUBMIT A LETTER OF INQUIRY; PROGRAM OFFICER WILL REVIEW THE REQUEST TO DETERMINE WHETHER THE GRANT REQUEST MEETS THE FOUNDATION'S GUIDELINES. IF IT DOES, THEN A FULL APPLICATION MAY BE SUBMITTED.
    cAny submission deadlines:
    TWO ROUNDS FOR 2015:LETTER OF INQUIRIES BY 3/1 AND 9/1; IF ACCEPTED APPLICATIONS BY 5/3 AND 10/19
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    APPLICANTS MUST BE PUBLIC INSTITUTIONS OR TAX EXEMPT ORGANIZATIONS UNDER SECTIONS 501(C)(3) OR 501(C)(4) OF THE INTERNAL REVENUE CODE; POLITICAL, LOBBYING OR RELIGIOUS ACTIVITIES ARE INELIGIBLE. RELIGIOUS AFFILIATED ORGANIZATIONS MAY PROPOSE NONSECTARIAN 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
    ALL OUR KIN
    134 GRAND AVE 2
    NEW HAVEN,CT06513     		NONE PC GENERAL FUND 6,250
    AMERICAN RED CROSS
    64 HOLMES AVENUE
    WATERBURY,CT06710     		NONE PC GENERAL FUND 3,150
    ASHEVILLE SYMPHONY SOCIETY
    87 HAYWOOD STREET
    ASHEVILLE,NC28801     		NONE PC GENERAL FUND 208,868
    BETHLEHEM PUBLIC LIBRARY
    32 MAIN STREET SOUTH
    BETHLEHEM,CT06751     		NONE EXEMPT GENERAL FUND 2,750
    BOY SCOUT TROOP 406
    310 NORTH LAKE DRIVE
    HILLSBORO,MO63050     		NONE PC GENERAL FUND 2,000
    BOY SCOUTS OF AMERICA (CONNECTICUT RIVERS COUNCIL)
    60 DARLIN STREET PO BOX 280098
    EAST HARTFORD,CT06128     		NONE PC GENERAL FUND 8,625
    BOYS AND GIRLS CLUB OF GRTR WATERBURY
    1037 E MAIN ST
    WATERBURY,CT06704     		NONE PC GENERAL FUND 8,375
    BOYS AND GIRLS CLUB OF HENDERSON COUNTY
    1304 ASHE STREET
    HENDERSONVILLE,NC28792     		NONE PC GENERAL FUND 5,000
    BRASS CITY CHARTER SCHOOL
    212 CHESTNUT AVE
    WATERBURY,CT06710     		NONE PC GENERAL FUND 3,000
    CATHOLIC CHARITIES
    839 ASYLUM AVE
    HARTFORD,CT06105     		NONE PC GENERAL FUND 10,000
    CHILDREN'S COMMUNITY SCHOOL
    31 WOLCOTT ST
    WATERBURY,CT06702     		NONE PC GENERAL FUND 75,000
    CONNECTICUT JUNIOR REPUBLIC ASSOCIATION INC
    550 GOSHEN RD PO BOX 161
    LITCHFIELD,CT06759     		NONE PC GENERAL FUND 2,000
    CONNECTICUT PRE-ENGINEERING PROGRAM
    211 SOUTH MAIN ST
    MIDDLETOWN,CT06457     		NONE PC GENERAL FUND 15,000
    CONNECTICUT SCIENCE CENTER
    250 COLUMBUS BLVD
    HARTFORD,CT06103     		NONE PC GENERAL FUND 148,368
    CT COUNCIL FOR PHILANTHROPY
    221 MAIN STREET
    HARTFORD,CT06106     		NONE PC GENERAL FUND 2,500
    DESIGN MUSEUM BOSTON INC
    70 E INDIA ROW
    BOSTON,MA02110     		NONE PC GENERAL FUND 1,000
    EASTER SEALS REHABILITATION CENTER
    22 TOMPKINS STREET
    WATERBURY,CT06708     		NONE PC GENERAL FUND 31,275
    FIRST CHURCH OF BETHLEHEM
    21 MAIN STREET SOUTH
    BETHLEHEM,CT06710     		NONE EXEMPT GENERAL FUND 3,100
    FIRST NC (ROBOTICS)
    PO BOX 5715
    GREENSBORO,NC27435     		NONE PC GENERAL FUND 5,000
    FIRST
    200 BEDFORD STREET
    MANCHESTER,NH03101     		NONE EXEMPT GENERAL FUND 4,000
    FLANDERS NATURE CENTER & LAND TRUST
    5 CHURCH HILL ROAD
    WOODBURY,CT06798     		NONE PC GENERAL FUND 1,600
    HAROLD LEEVER REGIONAL CANCER CENTER
    1075 CHASE PARKWAY
    WATERBURY,CT06708     		NONE PC GENERAL FUND 5,000
    HARTFORD HEALTHCARE AT HOME (VNA HEALTHCARE)
    1 STATE ST
    HARTFORD,CT06103     		NONE PC GENERAL FUND 3,000
    HENDERSON COUNTY HABITAT FOR HUMANITY
    1111 KEITH STREET
    HENDERSONVILLE,NC28792     		NONE EXEMPT GENERAL FUND 5,000
    HENDERSONVILLE RESCUE MISSION
    PO BOX 1512
    HENDERSONVILLE,NC28793     		NONE EXEMPT GENERAL FUND 5,000
    INSTITUTE FOR AMERICAN INDIAN STUDIES
    38 CURTIS ROAD PO BOX 1260
    WASHINGTON DEPOT,CT06793     		NONE PC GENERAL FUND 5,000
    LITERACY VOLUNTEERS OF GREATER WATERBURY
    267 GRAND STREET
    WATERBURY,CT06702     		NONE PC GENERAL FUND 50
    MAINSTAY INC
    133 FIFTH AVE WEST
    HENDERSONVILLE,NC28792     		NONE PC GENERAL FUND 5,000
    MATTATUCK MUSEUM
    144 WEST MAIN STREET
    WATERBURY,CT06702     		NONE PC GENERAL FUND 4,000
    NAUGATUCK VALLEY COMMUNITY TECHNICAL COLLEGE FOUNDATION (NVCC)
    750 CHASE PARKWAY
    WATERBURY,CT06708     		NONE PC GENERAL FUND 700
    NEW OPPORTUNITIES INC
    232 ELM STREET
    WATERBURY,CT06702     		NONE PC GENERAL FUND 2,500
    ONLY HOPE WNC
    851 CASE ST
    HENDERSONVILLE,NC28792     		NONE PC GENERAL FUND 5,000
    PINEY WOODS SCHOOL
    5096 HIGHWAY 49 SOUTH
    PINEY WOODS,MS39148     		NONE PC GENERAL FUND 5,750
    RIVER VALLEY TECHNICAL SCHOOL DISTRICT
    307 SOUTH STREET
    SPRINGFIELD,VT05156     		NONE EXEMPT GENERAL FUND 12,500
    SALVATION ARMY
    74 CENTRAL AVENUE
    WATERBURY,CT067021207     		NONE PC GENERAL FUND 5,000
    SENTINAL PARTRIOT CLUB
    PO BOX 523
    HENDERSONVILLE,NC28793     		NONE PC GENERAL FUND 1,000
    SHAKESPERIENCE PRODUCTIONS INC
    117 BANK STREET
    WATERBURY,CT06702     		NONE PC GENERAL FUND 5,000
    ST MARY'S HOSPITAL
    56 FRANKLIN STREET
    WATERBURY,CT06702     		NONE PC GENERAL FUND 7,500
    ST VINCENT DE PAUL SOCIETY
    34 WILLOW STREET
    WATERBURY,CT06710     		NONE PC GENERAL FUND 6,000
    THE CT COMMUNITY FOUNDATION
    43 FIELD ST
    WATERBURY,CT06702     		NONE PC GENERAL FUND/SCHOLARSHIP FUND 122,300
    THE TRUSTEES OF RESERVATIONS-LONG HILL
    572 ESSEX STREET
    BEVERLY,MA01915     		NONE PC GENERAL FUND 100
    THREE RIVER VALLEY REGIONAL BUSINESS
    307 SOUTH STREET
    SPRINGFIELD,VT05156     		NONE PC GENERAL FUND 2,500
    UNITED WAY OF GREATER WATERBURY
    60 NORTH MAIN STPO BOX 2688
    WATERBURY,CT06723     		NONE PC GENERAL FUND 50,400
    VAIL MOUNTAIN SCHOOL
    3000 BOOTH FALLS RD
    VAIL,CO81657     		NONE PC GENERAL FUND 2,500
    VARIOUS CONTRIBUTIONS UNDER 501
    88 CRAFTSMAN WAY
    HENDERSONVILLE,NC28791     		NONE PC GENERAL FUND 3,125
    VNA NORTHWEST
    607 BANTAM ROAD
    BANTAM,CT067501635     		NONE PC GENERAL FUND 3,000
    WATERBURY HOSPITAL HEALTH CENTER
    64 ROBBINS STREET
    WATERBURY,CT06708     		NONE PC GENERAL FUND 7,500
    WATERBURY SYMPHONY ORCHESTRA INC
    PO BOX 1762
    WATERBURY,CT06721     		NONE PC GENERAL FUND 279,477
    WATERBURY'S CORPORAL COYLE POST #1-AMERICAN LEGION
    670 WATERTOWN AVE
    WATERBURY,CT06708     		NONE PC GENERAL FUND 300
    WELLMORE BEHAVIORAL HEALTH
    141 EAST MAIN STREET 3
    WATERBURY,CT06702     		NONE PC GENERAL FUND 6,070
    WHEELS4HOPE ASHEVILLE
    27 SARDIS ROAD
    ASHEVILLE,NC28806     		NONE PC GENERAL FUND 5,000
    WOODBURY-BETHLEHEM COMMUNITY MUSIC FOUNDATION
    PO BOX 820
    WOODBURY,CT06798     		NONE PC GENERAL FUND 50
    YMCA OF GREATER WATERBURY
    136 W MAIN ST
    WATERBURY,CT06702     		NONE PC GENERAL FUND 7,500
    Total .................................bullet 3a 1,119,683
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........     		    14 288  
    4 Dividends and interest from securities....     14 189,956  
    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 13  
    8
    Gain or (loss) from sales of assets other than inventory ............     		    18 533,853  
    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).. 0 724,110 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13724,110
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2015
    Name of the organization
    THE LEEVER FOUNDATION
     
    Employer identification number

    22-3115036
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
    Name of organization
    THE LEEVER FOUNDATION
          		Employer identification number
    22-3115036
    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
    HAROLD LEEVER CLUT 32597
     

       
    C/O THOMAS LEEVER TRUSTEE 88 CRAFTS
     
    HENDERSONVILLE, NC28791

    		$ 231,153


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
     
     

    THOMAS LEEVER  
    88 CRAFTSMAN WAY
     
    HENDERSONVILLE, NC28791

    		$ 244,200


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    ESTATE OF RUTH ANN LEEVER
     

       
    C/O THOMAS LEEVER TRUSTEE 88 CRAFTS
     
    HENDERSONVILLE, NC28791

    		$ 292,979


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    ESTATE OF RUTH ANN LEEVER
     

       
    C/O THOMAS LEEVER TRUSTEE 88 CRAFTS
     
    HENDERSONVILLE, NC28791

    		$ 3,578,777


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    ESTATE OF HAROLD & RUTH ANN LEEVER
     

       
    C/O THOMAS LEEVER TRUSTEE 88 CRAFTS
     
    HENDERSONVILLE, NC28791

    		$ 2,787,372


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 3
    Name of organization
    THE LEEVER FOUNDATION
          		Employer identification number

    22-3115036
    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
    2
    		 20000 PLATFORM SPECIALTY PRODUCTS $ 244,200 2015-12-21
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    4
    		 SHS:3K ABT,3K ABBV,2K CVX,7.5K CL,4K COP,1K IBM, 5K JNJ,2K PSX,4K PG,1.6K TMO,2K UTX,5K WBA,7K WFC $ 3,578,777 2015-11-15
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 4
    Name of organization
    THE LEEVER FOUNDATION
          		Employer identification number

    22-3115036
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2015 AccountingFeesSchedule
    Name:
    THE LEEVER FOUNDATION
    EIN:
    22-3115036
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 5,495 4,295   1,200

    TY 2015 InvestmentsOtherSchedule2
    Name:
    THE LEEVER FOUNDATION
    EIN:
    22-3115036
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    EINBEITA PARTNERS-TL ADVISED FUNDS AT COST 0 0
    EINBEITA PARTNERS-MAIN ACCOUNT AT COST 0 0
    SCHWAB 3704-9743/WINDHAVEN INV MGT AT COST 0 0
    SCHWAB 5856-6269/TL ADVISED FUNDS AT COST 3,111,152 3,078,099
    SCHWAB 4770-1347/DISCLAIMED FUNDS AT COST 4,318,718 4,312,621
    TARTAN HOLDINGS LLC AT COST 761,525 1,024,303
    SCHWAB 4187-9340/AL ADVISED FUNDS AT COST 120,238 119,793
    US TRUST 3260767 AT COST 6,845,387 6,873,533

    TY 2015 LegalFeesSchedule
    Name:
    THE LEEVER FOUNDATION
    EIN:
    22-3115036
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 3,775 1,888   1,887


    TY 2015 OtherExpensesSchedule
    Name:
    THE LEEVER FOUNDATION
    EIN:
    22-3115036
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 255 0   255


    TY 2015 OtherIncomeSchedule2
    Name:
    THE LEEVER FOUNDATION
    EIN:
    22-3115036
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    NON-DIVIDEND DISTRIBUTIONS 13 13 13


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    THE LEEVER FOUNDATION
    EIN:
    22-3115036
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EINBETA PARTNERS MGT & PROF FEES 18,817 18,817   0
    POWERSHARES DB COMMODITY INDEX TRACKING FUND 190 190   0
    DUNCANNON GROUP 33,862 0   33,862
    BROKER FEES & INVESTMENT EXPENSES 17,769 17,769   0


    TY 2015 SubstantialContributorsSch
    Name:
    THE LEEVER FOUNDATION
    EIN:
    22-3115036
    Name Address
    HAROLD LEEVER CLUT 32597
          		C/O THOMAS LEEVER TRUSTEE 88
    CRAFTSMAN WAY
    HENDERSONVILLE,NC28791
    THOMAS LEEVER 88 CRAFTSMAN WAY
    HENDERSONVILLE,NC28791
    RUTH ANN LEEVER 366 GUILDS HOLLOW ROAD
    BETHLEHEM,CT06751
    DANIEL LEEVER 245 FREIGHT STREET
    WATERBURY,CT06702


    TY 2015 TaxesSchedule
    Name:
    THE LEEVER FOUNDATION
    EIN:
    22-3115036
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 1,418 1,418   0
    2014 BALANCE DUE 4,800 0   0
    2015 FEDERAL ESTIMATES 32,000 0   0
    TAX PENALTIES 236 0   0