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 07-01-2015 , and ending 06-30-2016
Name of foundation
R & J EACOTT FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)107 N GATE DRIVE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
AVON, CT06001
A Employer identification number

46-1593105
B Telephone number (see instructions)

(860) 673-5045
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$1,255,449
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 23,457 23,457  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 56,753
b Gross sales price for all assets on line 6a 690,637
7 Capital gain net income (from Part IV, line 2)... 56,753
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........ 80,210 80,210  
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)....... 1,450 725   725
c Other professional fees (attach schedule).... 17,634 17,634   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 631 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 19,715 18,359   725
25 Contributions, gifts, grants paid....... 62,349 62,349
26 Total expenses and disbursements. Add lines 24 and 25 82,064 18,359   63,074
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,854
b Net investment income (if negative, enter -0-) 61,851
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............. 92,701 93,070 93,070
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)....... 959,727 Click to see attachment958,300 1,162,379
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) 1,052,428 1,051,370 1,255,449
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 1,052,428 1,051,370
30 Total net assets or fund balances (see instructions)..... 1,052,428 1,051,370
31 Total liabilities and net assets/fund balances (see instructions). 1,052,428 1,051,370
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
1,052,428
2
Enter amount from Part I, line 27a .....................
2
-1,854
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
796
4
Add lines 1, 2, and 3 ..........................
4
1,051,370
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
1,051,370
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 AUTOMATIC DATA PROC P 2013-01-03 2015-06-30
b BLACKROCK INC P 2013-01-10 2015-06-30
c BLACKROCK INC P 2013-01-03 2015-06-30
d TRAVELERS COS INC P 2013-01-03 2015-06-30
e UNION PACIFIC CORP P 2013-11-22 2015-06-30
UNION PACIFIC CORP P 2013-05-10 2015-06-30
V F CORPORATION P 2013-10-21 2015-06-30
KRAFT FOODS GROUP INC P 2013-05-03 2015-07-06
KRAFT FOODS GROUP INC P 2013-01-25 2015-07-06
KRAFT FOODS GROUP INC P 2013-01-10 2015-07-06
UNITED TECHS CORP COM P 2013-01-10 2015-07-23
3M COMPANY P 2014-04-04 2015-07-23
AUTOMATIC DATA PROC P 2013-01-10 2015-07-30
AUTOMATIC DATA PROC P 2013-01-03 2015-07-30
PRICE T ROWE GROUP INC P 2014-03-07 2015-08-12
PRICE T ROWE GROUP INC P 2013-01-10 2015-08-12
PRICE T ROWE GROUP INC P 2013-01-04 2015-08-12
3M COMPANY P 2014-10-31 2015-08-12
3M COMPANY P 2014-09-05 2015-08-12
3M COMPANY P 2014-04-04 2015-08-12
BB&T CORPORATION P 2014-09-19 2015-08-20
MARATHON PETROLEUM CORP P 2015-02-04 2015-08-21
MARATHON PETROLEUM CORP P 2013-11-15 2015-08-21
MEDTRONIC PLC SHS P 2015-01-28 2015-08-21
US BANCORP (NEW) P 2015-02-06 2015-08-21
US BANCORP (NEW) P 2013-11-20 2015-08-21
US BANCORP (NEW) P 2013-07-01 2015-08-21
MARATHON PETROLEUM CORP P 2015-03-06 2015-08-25
MARATHON PETROLEUM CORP P 2015-02-04 2015-08-25
BANK NEW YORK MELLON P 2013-07-01 2015-09-01
BLACKROCK INC P 2013-01-10 2015-09-01
PPG INDUSTRIES INC SHS P 2013-01-10 2015-09-01
BANK NEW YORK MELLON P 2014-04-17 2015-09-04
BANK NEW YORK MELLON P 2013-07-01 2015-09-04
BLACKROCK INC P 2013-01-10 2015-09-04
EATON CORP PLC P 2013-01-10 2015-09-04
JPMORGAN CHASE & CO P 2015-06-03 2015-09-04
AMPHENOL CORP CL A NEW P 2014-08-18 2015-09-11
ILLINOIS TOOL WORKS INC P 2014-01-03 2015-09-11
UNITED TECHS CORP COM P 2013-01-10 2015-09-11
WELLS FARGO & CO NEW DEL P 2013-05-31 2015-09-11
WELLS FARGO & CO NEW DEL P 2013-03-15 2015-09-11
ABBOTT LABS P 2013-01-03 2015-10-02
AMGEN INC COM PV $0.0001 P 2013-07-31 2015-10-02
AMGEN INC COM PV $0.0001 P 2013-03-08 2015-10-02
CARDINAL HEALTH INC OHIO P 2013-05-31 2015-10-02
CARDINAL HEALTH INC OHIO P 2013-05-17 2015-10-02
SCHLUMBERGER LTD P 2014-02-28 2015-10-02
VERIZON COMMUNICATNS COM P 2014-10-14 2015-10-02
PNC FINCL SERVICES GROUP P 2013-07-05 2015-10-05
AMGEN INC COM PV $0.0001 P 2013-07-31 2015-10-06
ABBOTT LABS P 2013-01-10 2015-10-07
ABBOTT LABS P 2014-04-17 2015-10-07
ABBOTT LABS P 2013-10-16 2015-10-07
ABBOTT LABS P 2013-01-03 2015-10-07
MEDTRONIC PLC SHS P 2015-01-28 2015-10-07
NOVARTIS ADR P 2015-03-27 2015-10-09
NOVARTIS ADR P 2015-03-13 2015-10-09
WELLS FARGO & CO NEW DEL P 2013-05-31 2015-10-15
HONEYWELL INTL INC DEL P 2013-10-04 2015-10-16
AMPHENOL CORP CL A NEW P 2015-01-23 2015-10-21
AMPHENOL CORP CL A NEW P 2014-08-18 2015-10-21
CALIFORNIA RESOURCES P 2014-03-07 2015-10-21
CALIFORNIA RESOURCES P 2014-02-14 2015-10-21
CALIFORNIA RESOURCES P 2014-01-10 2015-10-21
CALIFORNIA RESOURCES P 2014-01-03 2015-10-21
ILLINOIS TOOL WORKS INC P 2014-10-22 2015-10-21
ILLINOIS TOOL WORKS INC P 2014-10-21 2015-10-21
ILLINOIS TOOL WORKS INC P 2014-01-03 2015-10-21
ANTHEM INC P 2015-04-16 2015-10-23
AUTOMATIC DATA PROC P 2013-01-25 2015-10-28
AUTOMATIC DATA PROC P 2013-01-10 2015-10-28
AMN ELEC POWER CO P 2015-10-13 2015-11-06
DOMINION RES INC NEW VA P 2015-10-12 2015-11-06
KRAFT (THE) HEINZ CO SHS P 2013-01-25 2015-11-06
KRAFT (THE) HEINZ CO SHS P 2013-01-10 2015-11-06
NEXTERA ENERGY INC SHS P 2013-03-08 2015-11-06
ANTHEM INC P 2015-04-16 2015-11-09
HASBRO INC COM P 2013-01-18 2015-12-04
MARRIOTT INTL INC NEW A P 2015-11-17 2015-12-10
UNION PACIFIC CORP P 2015-11-09 2015-12-21
UNION PACIFIC CORP P 2014-09-26 2015-12-21
UNION PACIFIC CORP P 2013-12-06 2015-12-21
UNION PACIFIC CORP P 2013-11-22 2015-12-21
EATON CORP PLC P 2015-02-06 2015-12-31
EATON CORP PLC P 2013-05-17 2015-12-31
EATON CORP PLC P 2013-03-08 2015-12-31
EATON CORP PLC P 2013-01-10 2015-12-31
JPMORGAN CHASE & CO P 2015-06-03 2015-12-31
PFIZER INC P 2015-03-13 2015-12-31
APPLE INC P 2013-02-22 2016-01-07
BANK NEW YORK MELLON P 2015-04-23 2016-01-07
BANK NEW YORK MELLON P 2014-04-17 2016-01-07
JPMORGAN CHASE & CO P 2015-07-14 2016-01-07
JPMORGAN CHASE & CO P 2015-06-03 2016-01-07
PNC FINCL SERVICES GROUP P 2013-07-05 2016-01-07
TRAVELERS COS INC P 2013-01-03 2016-01-08
UNITEDHEALTH GROUP INC P 2014-01-03 2016-01-11
BOEING COMPANY P 2015-10-21 2016-01-13
CARDINAL HEALTH INC OHIO P 2013-05-31 2016-01-13
MASTERCARD INC P 2014-07-01 2016-01-13
V F CORPORATION P 2013-10-21 2016-01-14
BLACKROCK INC P 2013-01-10 2016-01-19
PFIZER INC P 2015-03-13 2016-01-19
TJX COS INC NEW P 2015-01-16 2016-01-19
WELLS FARGO & CO NEW DEL P 2013-05-31 2016-01-19
STARBUCKS CORP P 2014-02-28 2016-01-22
KIMBERLY CLARK P 2014-04-11 2016-01-25
KIMBERLY CLARK P 2013-01-10 2016-01-25
MONDELEZ INTERNATIONAL P 2015-08-06 2016-02-03
ANTHEM INC P 2015-07-29 2016-02-09
ANTHEM INC P 2015-05-08 2016-02-09
ANTHEM INC P 2015-04-19 2016-02-09
ANTHEM INC P 2015-04-16 2016-02-09
BANK NEW YORK MELLON P 2015-04-23 2016-02-09
BANK NEW YORK MELLON P 2015-11-06 2016-02-09
BANK NEW YORK MELLON P 2015-07-21 2016-02-09
BOEING COMPANY P 2015-11-04 2016-02-09
BOEING COMPANY P 2015-10-21 2016-02-09
MONDELEZ INTERNATIONAL P 2015-08-06 2016-02-09
PNC FINCL SERVICES GROUP P 2014-04-03 2016-02-09
PNC FINCL SERVICES GROUP P 2013-07-05 2016-02-09
BLACKROCK INC P 2014-09-05 2016-02-24
BLACKROCK INC P 2014-01-28 2016-02-24
BLACKROCK INC P 2013-01-10 2016-02-24
WELLS FARGO & CO NEW DEL P 2015-11-06 2016-03-24
WELLS FARGO & CO NEW DEL P 2014-03-07 2016-03-24
WELLS FARGO & CO NEW DEL P 2013-05-31 2016-03-24
PFIZER INC P 2015-03-27 2016-04-06
PFIZER INC P 2015-03-13 2016-04-06
DOMINION RES INC NEW VA P 2016-01-19 2016-04-21
DOMINION RES INC NEW VA P 2015-10-28 2016-04-21
DOMINION RES INC NEW VA P 2015-10-12 2016-04-21
DOMINION RES INC NEW VA P 2015-10-12 2016-04-21
GENERAL ELECTRIC P 2015-10-06 2016-04-22
MICROSOFT CORP P 2015-11-30 2016-04-22
STARBUCKS CORP P 2014-06-06 2016-04-22
STARBUCKS CORP P 2014-04-25 2016-04-22
STARBUCKS CORP P 2014-04-25 2016-04-22
STARBUCKS CORP P 2014-04-25 2016-04-22
STARBUCKS CORP P 2014-02-28 2016-04-22
APPLE INC P 2013-02-22 2016-04-27
MICROSOFT CORP P 2015-11-30 2016-04-27
ABBVIE INC SHS P 2016-03-14 2016-04-29
ACCENTURE PLC SHS P 2013-11-14 2016-04-29
ALTRIA GROUP INC P 2015-11-03 2016-04-29
AMERICAN WTR WKS CO INC P 2014-01-28 2016-04-29
AMGEN INC COM PV $0.0001 P 2013-07-31 2016-04-29
AMN ELEC POWER CO P 2015-10-13 2016-04-29
AUTOMATIC DATA PROC P 2013-01-25 2016-04-29
BLACKROCK INC P 2014-09-05 2016-04-29
CARDINAL HEALTH INC OHIO P 2013-07-01 2016-04-29
CARDINAL HEALTH INC OHIO P 2013-05-31 2016-04-29
COSTCO WHOLESALE CRP DEL P 2013-07-02 2016-04-29
CVS HEALTH CORP P 2013-01-03 2016-04-29
EXXON MOBIL CORP COM P 2013-08-28 2016-04-29
EXXON MOBIL CORP COM P 2013-06-28 2016-04-29
GENERAL ELECTRIC P 2015-10-06 2016-04-29
GENERAL MILLS P 2013-02-01 2016-04-29
GENL DYNAMICS CORP COM P 2014-02-24 2016-04-29
HASBRO INC COM P 2013-01-18 2016-04-29
HOME DEPOT INC P 2013-01-03 2016-04-29
HONEYWELL INTL INC DEL P 2013-10-10 2016-04-29
HONEYWELL INTL INC DEL P 2013-10-04 2016-04-29
INTL BUSINESS MACHINES P 2015-11-20 2016-04-29
JPMORGAN CHASE & CO P 2015-07-22 2016-04-29
JPMORGAN CHASE & CO P 2015-07-14 2016-04-29
KIMBERLY CLARK P 2014-04-11 2016-04-29
KRAFT (THE) HEINZ CO SHS P 2013-01-25 2016-04-29
LOCKHEED MARTIN CORP P 2014-04-22 2016-04-29
MASTERCARD INC P 2014-07-01 2016-04-29
MCDONALDS CORP COM P 2016-04-22 2016-04-29
MEDTRONIC PLC SHS P 2015-01-28 2016-04-29
MICROSOFT CORP P 2015-12-10 2016-04-29
MICROSOFT CORP P 2015-11-30 2016-04-29
MONDELEZ INTERNATIONAL P 2015-08-06 2016-04-29
MONDELEZ INTERNATIONAL P 2015-10-02 2016-04-29
NEXTERA ENERGY INC SHS P 2013-03-08 2016-04-29
NIKE INC CL B P 2013-10-25 2016-04-29
PEPSICO INC P 2013-07-24 2016-04-29
PFIZER INC P 2015-03-27 2016-04-29
PNC FINCL SERVICES GROUP P 2015-03-20 2016-04-29
PNC FINCL SERVICES GROUP P 2014-04-03 2016-04-29
PPG INDUSTRIES INC SHS P 2013-01-10 2016-04-29
SCHLUMBERGER LTD P 2014-02-28 2016-04-29
STARBUCKS CORP P 2014-06-06 2016-04-29
STRYKER CORP P 2016-02-10 2016-04-29
TARGET CORP COM P 2016-04-15 2016-04-29
TJX COS INC NEW P 2015-01-16 2016-04-29
TRAVELERS COS INC P 2013-01-10 2016-04-29
TRAVELERS COS INC P 2013-01-03 2016-04-29
UNITED TECHS CORP COM P 2013-08-02 2016-04-29
UNITED TECHS CORP COM P 2013-01-10 2016-04-29
UNITEDHEALTH GROUP INC P 2014-01-03 2016-04-29
V F CORPORATION P 2013-10-21 2016-04-29
VISA INC CL A SHRS P 2013-09-18 2016-04-29
NIKE INC CL B P 2013-10-25 2016-05-05
SCHLUMBERGER LTD P 2014-02-28 2016-05-10
SCHLUMBERGER LTD P 2014-02-28 2016-05-10
SCHLUMBERGER LTD P 2014-02-28 2016-05-10
TARGET CORP COM P 2016-04-15 2016-05-13
NIKE INC CL B P 2013-10-30 2016-05-24
NIKE INC CL B P 2013-10-25 2016-05-24
CVS HEALTH CORP P 2013-01-03 2016-06-14
CVS HEALTH CORP P 2013-01-10 2016-06-16
CVS HEALTH CORP P 2013-01-03 2016-06-16
NIKE INC CL B P 2013-10-30 2016-06-16
NIKE INC CL B P 2014-04-17 2016-06-16
GENL DYNAMICS CORP COM P 2014-02-24 2016-06-17
CARDINAL HEALTH INC OHIO P 2013-07-01 2016-06-20
TRAVELERS COS INC P 2013-01-10 2016-06-24
UNITED TECHS CORP COM P 2015-03-13 2016-06-24
UNITED TECHS CORP COM P 2014-02-28 2016-06-24
UNITED TECHS CORP COM P 2013-08-02 2016-06-24
UNKNOWN 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 2,009   1,275 734
b 346   219 127
c 3,802   2,352 1,450
d 2,216   1,678 538
e 955   805 150
2,293   1,845 448
4,946   3,750 1,196
1,370     1,370
1,749     1,749
1,485     1,485
1,021   849 172
4,038   3,693 345
4,400   2,853 1,547
1,760   1,121 639
5,054   5,639 -585
297   271 26
8,845   8,123 722
4,417   4,599 -182
6,625   6,479 146
1,620   1,505 115
11,444   11,450 -6
992   953 39
5,161   4,110 1,051
6,232   6,272 -40
7,219   7,400 -181
6,825   6,045 780
3,850   3,220 630
5,673   6,186 -513
5,764   6,008 -244
4,546   3,417 1,129
3,523   2,618 905
2,020   1,548 472
4,921   4,244 677
1,240   919 321
5,913   4,363 1,550
2,234   2,094 140
4,691   5,090 -399
5,017   4,987 30
4,307   4,373 -66
5,291   4,925 366
261   205 56
5,118   3,656 1,462
4,548   3,714 834
138   109 29
1,929   1,301 628
2,588   1,609 979
609   376 233
200   279 -79
9,453   10,769 -1,316
5,138   4,250 888
5,926   4,565 1,361
8,741   7,349 1,392
5,357   5,088 269
1,692   1,453 239
2,014   1,643 371
5,113   5,564 -451
5,782   6,307 -525
11,196   11,759 -563
5,571   4,389 1,182
4,017   3,454 563
6,304   6,830 -526
5,694   5,700 -6
108   220 -112
88   175 -87
8   16 -8
4   8 -4
5,736   5,983 -247
5,154   5,322 -168
1,247   1,262 -15
4,062   4,486 -424
4,624   2,770 1,854
2,443   1,452 991
4,637   4,637 0
5,668   5,668 0
1,401   897 504
6,637   4,159 2,478
2,657   1,999 658
5,606   6,497 -891
2,403   1,367 1,036
11,684   12,643 -959
6,722   7,630 -908
453   652 -199
5,136   5,581 -445
4,381   4,672 -291
4,211   5,486 -1,275
3,158   3,708 -550
2,948   3,281 -333
1,211   1,162 49
6,550   6,631 -81
4,449   4,637 -188
4,789   3,082 1,707
2,544   2,811 -267
1,773   1,537 236
4,512   5,006 -494
865   937 -72
5,802   4,772 1,030
1,283   876 407
4,457   3,089 1,368
4,983   5,396 -413
5,097   3,028 2,069
4,656   3,858 798
2,966   2,851 115
2,915   2,182 733
5,913   6,566 -653
8,635   8,432 203
4,807   4,021 786
6,561   4,029 2,532
1,478   1,262 216
7,022   4,641 2,381
4,370   5,250 -880
4,686   6,240 -1,554
4,686   6,296 -1,610
703   948 -245
1,054   1,392 -338
1,666   2,172 -506
3,953   5,360 -1,407
4,737   6,377 -1,640
4,718   5,898 -1,180
6,134   7,384 -1,250
5,142   6,656 -1,514
3,300   3,592 -292
1,368   1,267 101
3,045   3,319 -274
3,045   3,031 14
304   218 86
4,906   5,638 -732
5,100   5,009 91
1,797   1,518 279
4,699   5,117 -418
505   542 -37
5,047   4,923 124
924   922 2
5,900   6,192 -292
6,397   6,475 -78
5,883   5,132 751
6,661   6,976 -315
59   37 22
1,064   645 419
236   143 93
7,565   4,582 2,983
1,714   1,025 689
5,664   3,789 1,875
4,377   4,633 -256
917   865 52
2,251   1,539 712
2,183   2,040 143
2,160   1,259 901
1,738   1,196 542
1,755   1,612 143
1,767   1,046 721
1,066   996 70
1,261   761 500
946   568 378
2,218   1,675 543
2,611   1,288 1,323
881   881 0
1,322   1,322 0
1,750   1,548 202
914   631 283
2,239   1,716 523
1,778   820 958
2,664   1,270 1,394
1,255   912 343
1,369   987 382
1,309   1,237 72
189   211 -22
1,134   1,234 -100
1,368   1,158 210
928   566 362
2,315   1,647 668
1,733   1,361 372
1,391   1,383 8
2,214   2,134 80
150   166 -16
1,151   1,254 -103
768   768 0
555   544 11
1,739   1,111 628
2,628   1,706 922
2,152   1,817 335
1,306   1,374 -68
525   570 -45
788   789 -1
1,328   844 484
2,220   2,220 0
1,289   863 426
1,737   1,562 175
875   908 -33
2,197   1,925 272
983   669 314
1,201   803 398
1,247   1,290 -43
520   425 95
2,223   1,281 942
876   740 136
2,624   1,637 987
3,547   2,312 1,235
2,005   2,478 -473
446   559 -113
594   594 0
10,806   11,892 -1,086
4,656   3,180 1,476
561   379 182
1,341   693 648
4,365   2,336 2,029
1,708   892 816
3,880   2,797 1,083
744   513 231
4,016   3,110 906
1,986   1,238 748
4,913   3,270 1,643
501   604 -103
4,605   5,382 -777
1,902   2,042 -140
    762 -762
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       734
b       127
c       1,450
d       538
e       150
      448
      1,196
      1,370
      1,749
      1,485
      172
      345
      1,547
      639
      -585
      26
      722
      -182
      146
      115
      -6
      39
      1,051
      -40
      -181
      780
      630
      -513
      -244
      1,129
      905
      472
      677
      321
      1,550
      140
      -399
      30
      -66
      366
      56
      1,462
      834
      29
      628
      979
      233
      -79
      -1,316
      888
      1,361
      1,392
      269
      239
      371
      -451
      -525
      -563
      1,182
      563
      -526
      -6
      -112
      -87
      -8
      -4
      -247
      -168
      -15
      -424
      1,854
      991
      0
      0
      504
      2,478
      658
      -891
      1,036
      -959
      -908
      -199
      -445
      -291
      -1,275
      -550
      -333
      49
      -81
      -188
      1,707
      -267
      236
      -494
      -72
      1,030
      407
      1,368
      -413
      2,069
      798
      115
      733
      -653
      203
      786
      2,532
      216
      2,381
      -880
      -1,554
      -1,610
      -245
      -338
      -506
      -1,407
      -1,640
      -1,180
      -1,250
      -1,514
      -292
      101
      -274
      14
      86
      -732
      91
      279
      -418
      -37
      124
      2
      -292
      -78
      751
      -315
      22
      419
      93
      2,983
      689
      1,875
      -256
      52
      712
      143
      901
      542
      143
      721
      70
      500
      378
      543
      1,323
      0
      0
      202
      283
      523
      958
      1,394
      343
      382
      72
      -22
      -100
      210
      362
      668
      372
      8
      80
      -16
      -103
      0
      11
      628
      922
      335
      -68
      -45
      -1
      484
      0
      426
      175
      -33
      272
      314
      398
      -43
      95
      942
      136
      987
      1,235
      -473
      -113
      0
      -1,086
      1,476
      182
      648
      2,029
      816
      1,083
      231
      906
      748
      1,643
      -103
      -777
      -140
      -762
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 56,753
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 59,490 1,261,621 0.047154
2013 28,345 1,143,458 0.024789
2012 0 559,343 0.000000
2011      
2010      
2
Total of line 1, column (d) .....................
20.071943
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
0.023981
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
1,236,955
5
Multiply line 4 by line 3......................
5
29,663
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
619
7
Add lines 5 and 6........................
7
30,282
8
Enter qualifying distributions from Part XII, line 4.............
8
63,074
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 1 619
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........................... 3 619
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- ..... 5 619
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 640
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 640
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 21
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet21 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. ...............................
    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 ofbulletJAMES H EACOTT III Telephone no.bullet (860) 673-5045

    Located atbullet107 NORTHGATEAVONCT ZIP+4bullet06001
    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
    JAMES HEACOTT GRANTOR & TRUSTEE
    1.00
    0 0 0
    107 NORTHGATE
    AVON,CT06001
    RONNIE B EACOTT GRANTOR & TRUSTEE
    1.00
    0 0 0
    107 NORTHGATE
    AVON,CT06001
    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
    1,131,674
    b
    Average of monthly cash balances.......................
    1b
    124,118
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,255,792
    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
    1,255,792
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    18,837
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,236,955
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    61,848
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    61,848
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    619
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    619
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    61,229
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    61,229
    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
    61,229
    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
    63,074
    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
    63,074
    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
    619
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    62,455
    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 61,229
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 57,526
    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......  
    e From 2014......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 63,074
    a Applied to 2014, but not more than line 2a 57,526
    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..... 5,548
    e Remaining amount distributed out of corpus 0
    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 0
    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 ..........
    55,681
    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 ......
    0
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015....  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    JAMES HEACOTT
    RONNIE B EACOTT
    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
    4 paws for ability
    253 dayton ave
    xenia,OH45385
    none public charity general fund 1,000
    autism speaks
    1 east 33rd street 4th floor
    new york,NY10016
    none public charity general fund 100
    avon volunteer fire dept
    25 darling drive
    avon,CT06001
    none public charity general fund 100
    breast cancer research foundation
    60 east 56th street 8th floor
    new york,NY10022
    none public charity general fund 2,000
    CARE
    99 bishop allen drive
    cambridge,MA02139
    none public charity general fund 5,000
    crohns colitis fdn
    30 glenn st
    white plains,NY10603
    none public charity general fund 1,500
    ct children's medical center
    282 washington st
    hartford,CT06106
    none public charity general fund 20,000
    doctors without borders
    333 7TH AVENUE 2ND FLOOR
    new york,NY10001
    none public charity general fund 6,000
    earthjustice
    50 california street suite 500
    san francisco,CA94111
    none public charity general fund 2,000
    ECAD
    149 newfield rd
    winsted,CT06098
    none public charity general fund 1,000
    friends of avon library
    281 country club road
    avon,CT06001
    none public charity general fund 199
    friends of the israeli denfense for
    1430 broadway
    new york,NY10118
    none public charity general fund 1,500
    gca foundation scholarship fund
    160 country club road
    avon,CT06001
    none public charity general fund 250
    hartford stage
    50 church street
    hartford,CT06103
    none public charity general fund 1,000
    Horace bushnell memorial fund
    166 capital ave
    hartford,CT06106
    none public charity general fund 1,000
    jewish family svcs
    333 bloomfield ave
    west hartford,CT06117
    none public charity general fund 1,000
    kenya education fund
    360 e 72nd st c3405
    new york,NY10021
    none public charity general fund 600
    shatter proof
    101 merritt 7 corporate park 1st
    floor
    norwalk,CT06851
    none public charity general fund 6,000
    wildlife conservation network
    209 mississippi street
    san francisco,CA94107
    none public charity general fund 5,000
    KIND- kinds in need of defense
    1300 l st nw suite 1100
    washington,DC20005
    none public charity general fund 2,000
    Main street community foundation
    120 halcyon dr
    bristol,CT06010
    none public charity general fund 100
    National public radio - WNPR
    1049 asylum avenue
    hartford,CT06105
    none public charity general fund 1,000
    NEADS - National education for assi
    305 redemption rock trail south
    princeton,MA01541
    none public charity general fund 1,000
    Pupplies behind bars
    263 west 38th street 4th floor
    new york,NY10018
    none public charity general fund 1,000
    Villalobos rescue center
    4525 n claiborne ave
    new orleans,LA70117
    none public charity general fund 2,000
    Total .................................bullet 3a 62,349
    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 23,457  
    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 56,753  
    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 80,210 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    1380,210
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

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

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    R & J EACOTT FAMILY FOUNDATION
    EIN:
    46-1593105
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    cohnreznick 1,450 725   725

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    R & J EACOTT FAMILY FOUNDATION
    EIN:
    46-1593105
    Name of Stock End of Year Book Value End of Year Fair Market Value
    abbvie inc shs 17,369 18,202
    accenture plc shs 24,815 31,608
    agnico eagle mines ltd 17,024 19,314
    altria group inc 27,633 31,860
    american wtr wks co inc 27,433 50,199
    amgen inc com 24,319 24,192
    amn elec power co 21,911 26,354
    apple inc 13,518 17,782
    automatic data proc 19,730 24,989
    blackrock inc 17,230 17,127
    cardinal health inc 24,245 25,353
    costco wholesale 21,206 28,267
    cvs 15,120 24,605
    dow chemical co 12,782 11,881
    exxon mobil corp 30,066 32,996
    general electric 22,522 24,397
    general mills 15,232 20,754
    genl dynamics corp com 21,670 24,645
    hasbro 14,031 24,777
    home depot 19,789 37,030
    honeywell intl inc del 31,618 36,990
    intl business machines 17,298 19,124
    jpmorgan chase 19,202 18,269
    kimberly clark 15,098 18,422
    kraft foods group 13,817 20,173
    lockheed martin 26,518 36,729
    mastercard 18,765 21,663
    mcdonalds corp 23,894 22,504
    medtronic plc shs 29,517 33,493
    microsoft corp 18,952 17,961
    mondelez international 18,496 19,296
    nextera energy 24,600 32,991
    nike 15,293 18,989
    pepsico inc 25,054 30,829
    pfizer inc 19,812 19,999
    pnc fincl services group 18,571 16,441
    ppg industries 15,439 18,955
    schlumberger ltd 27,313 26,255
    starbucks corp 25,850 31,530
    stryker corp 22,152 26,482
    tjx cos inc new 25,985 29,038
    travelers 19,334 26,070
    united health group 22,065 37,559
    united techs corp 18,011 18,869
    v f corporation 11,810 12,482
    visa inc cl a shs 26,191 34,934

    TY 2015 OtherIncreasesSchedule
    Name:
    R & J EACOTT FAMILY FOUNDATION
    EIN:
    46-1593105
    Description Amount
    non dividend distribution 796


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    R & J EACOTT FAMILY FOUNDATION
    EIN:
    46-1593105
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    merrill lynch 17,634 17,634   0


    TY 2015 TaxesSchedule
    Name:
    R & J EACOTT FAMILY FOUNDATION
    EIN:
    46-1593105
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    irs 628 0   0
    foreign taxes 3 0   0