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 06-01-2015 , and ending 05-31-2016
Name of foundation
Albert Shapiro Fund Inc
c/o Eileen C Shapiro
Number and street (or P.O. box number if mail is not delivered to street address)975 Memorial Drive No 804
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Cambridge, MA02138
A Employer identification number

52-1300277
B Telephone number (see instructions)

(617) 495-0020
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$6,583,399J 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... 143,825 142,254  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 122,257
b Gross sales price for all assets on line 6a 2,044,043
7 Capital gain net income (from Part IV, line 2)... 122,257
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 35 35  
12 Total. Add lines 1 through 11........ 266,117 264,546  
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 365 365   0
b Accounting fees (attach schedule)....... Click to see attachment 4,550 4,550   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 6,453 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 19,496 19,006   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 30,864 23,921   0
25 Contributions, gifts, grants paid....... 340,502 340,502
26 Total expenses and disbursements. Add lines 24 and 25 371,366 23,921   340,502
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -105,249
b Net investment income (if negative, enter -0-) 240,625
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 139,691 137,818 137,818
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) 290,525 Click to see attachment235,629 224,747
b Investments—corporate stock (attach schedule)....... 2,081,529 Click to see attachment2,030,168 1,853,778
c Investments—corporate bonds (attach schedule)....... 664,360 Click to see attachment607,925 600,719
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,475,522 Click to see attachment2,534,838 3,766,337
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) 5,651,627 5,546,378 6,583,399
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 5,651,627 5,546,378
30 Total net assets or fund balances (see instructions)..... 5,651,627 5,546,378
31 Total liabilities and net assets/fund balances (see instructions). 5,651,627 5,546,378
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
5,651,627
2
Enter amount from Part I, line 27a .....................
2
-105,249
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,546,378
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
5,546,378
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 AETNA INC NEW COM P 2014-05-14 2015-06-09
b TERADATA CORP DEL COM P 2013-09-11 2015-06-16
c TERADATA CORP DEL COM P 2013-04-23 2015-06-16
d TERADATA CORP DEL COM P 2015-03-18 2015-06-16
e NOBLE ENERGY INC COM P 2014-06-06 2015-06-24
TIMKEN CO COM P 2014-06-06 2015-06-24
WILLIAMS COS INC COM P 2014-05-14 2015-06-25
CATAMARAN CORP COM P 2014-06-06 2015-06-30
REGENERON PHARMACEUTICALS COM P 2014-06-06 2015-06-30
PIONEER NAT RES CO COM P 2014-06-06 2015-07-01
US TREASURY NOTE P 2010-06-23 2015-07-15
FEDERAL HOME LN MTG CORP P 2010-04-26 2015-07-17
BANK OF AMERICA CORP COM P 2011-11-07 2015-07-17
BANK OF AMERICA CORP COM P 2014-05-14 2015-07-17
MARATHON OIL CORP COM P 2015-03-18 2015-07-31
MARATHON OIL CORP COM P 2014-05-14 2015-07-31
EXPRESS SCRIPTS HLDG CO COM P 2013-10-25 2015-08-04
EXPRESS SCRIPTS HLDG CO COM P 2014-05-14 2015-08-04
DISNEY WALT CO COM P 2014-05-14 2015-08-17
MATTHEWS PACIFIC TIGER FUND- IS #102 P 2013-12-12 2015-08-26
TJX COS INC NEW COM P 2014-06-03 2015-08-27
UNITEDHEALTH GROUP INC COM P 2014-05-14 2015-08-27
FISERV INC COM P 2014-05-14 2015-09-01
DISNEY WALT CO COM P 2015-03-18 2015-11-03
MYLAN N V SHS EURO P 2015-03-02 2015-11-05
OMNICOM GROUP INC COM P 2014-07-16 2015-11-09
GENERAL ELEC CO COM P 2014-05-14 2015-11-16
GENERAL ELEC CO COM P 2011-01-25 2015-11-16
PANERA BREAD CO CL A P 2014-06-06 2015-11-17
PANERA BREAD CO CL A P 2011-08-16 2015-11-18
EQUINIX INC COM PAR P 2014-11-25 2015-12-02
BANK OF AMERICA CORP COM P 2015-03-18 2015-12-08
ALTERA CORP COM P 2014-06-06 2015-12-28
MEDTRONIC PLC SHS P 2015-01-26 2016-01-12
MEDTRONIC PLC SHS P 2015-03-18 2016-01-12
MEDTRONIC PLC SHS P 2015-03-18 2016-01-12
MEDTRONIC PLC SHS P 2015-03-18 2016-01-12
AMAZON.COM INC COM P 2014-10-06 2016-01-15
AMAZON.COM INC COM P 2014-10-06 2016-01-15
BED BATH BEYOND INC COM P 2014-06-06 2016-01-25
GRAINGER W W INC COM P 2014-06-06 2016-01-25
TEAM HEALTH HOLDINGS INC COM P 2014-06-06 2016-01-27
TYCO INTL PLC SHS P 2015-03-31 2016-02-01
TYCO INTL PLC SHS P 2015-03-31 2016-02-01
TYCO INTL PLC SHS P 2015-04-01 2016-02-02
TYCO INTL PLC SHS P 2015-03-31 2016-02-02
TYCO INTL PLC SHS P 2015-04-01 2016-02-03
TYCO INTL PLC SHS P 2015-04-01 2016-02-08
TYCO INTL PLC SHS P 2015-10-29 2016-02-09
TYCO INTL PLC SHS P 2015-10-29 2016-02-10
TYCO INTL PLC SHS P 2015-10-29 2016-02-11
TYCO INTL PLC SHS P 2015-10-29 2016-02-12
FISERV INC COM P 2014-06-06 2016-02-24
HUMANA INC COM P 2014-06-06 2016-02-24
AUTOZONE INC COM P 2014-06-06 2016-02-25
BROADCOM LTD SHS P 2014-06-06 2016-02-25
JPMORGAN CHASE & CO SR NT P 2012-12-10 2016-03-01
EQT CORP COM P 2010-06-25 2016-03-09
EQT CORP COM P 2014-05-14 2016-03-09
WACHOVIA BK NATL ASSN MEDIUM TERM P 2007-05-30 2016-03-15
BROADCOM LTD SHS P 2013-01-14 2016-03-23
BROADCOM LTD SHS P 2010-10-26 2016-03-24
BROADCOM LTD SHS P 2011-08-16 2016-03-24
AT INCOME OPPORTUNITIES FUND - INST P 2015-03-18 2016-04-22
HARBOR INTERNATIONAL FUND INST #2011 P 2015-03-24 2016-04-22
MAINSTAY EPOCH GLOBAL EQUITY YIELD P 2015-03-18 2016-04-22
POLARIS INDS INC COM P 2014-06-06 2016-04-27
POLARIS INDS INC COM P 2013-10-09 2016-04-27
AETNA INC NEW COM P 2015-03-18 2016-05-13
ALLIANCE DATA SYSTEMS CORP COM P 2014-05-14 2016-05-13
ALPHABET INC CAP STK CL C P 2014-05-14 2016-05-13
AMAZON.COM INC COM P 2014-10-06 2016-05-13
ANADARKO PETE CORP COM P 2014-05-14 2016-05-13
APPLE INC COM P 2015-03-18 2016-05-13
AUTOMATIC DATA PROCESSING INC COM P 2015-03-18 2016-05-13
BLACKROCK INC COM P 2015-03-18 2016-05-13
BOEING CO COM P 2015-03-18 2016-05-13
CVS HEALTH CORP COM P 2015-03-18 2016-05-13
CAPITAL ONE FINL CORP COM P 2015-03-18 2016-05-13
CISCO SYS INC COM P 2015-03-18 2016-05-13
CITRIX SYS INC COM P 2015-03-18 2016-05-13
COLGATE PALMOLIVE CO COM P 2015-03-18 2016-05-13
COMCAST CORP CL A P 2015-03-18 2016-05-13
DANAHER CORP COM P 2015-03-18 2016-05-13
DOLLAR GEN CORP NEW COM P 2015-03-18 2016-05-13
E M C CORP MASS COM P 2015-03-18 2016-05-13
EXPRESS SCRIPTS HLDG CO COM P 2015-03-18 2016-05-13
FIDELITY NATL INFORMATION SVCS INC P 2015-03-18 2016-05-13
FISERV INC COM P 2015-03-18 2016-05-13
GENERAL ELEC CO COM P 2015-03-18 2016-05-13
HOME DEPOT INC COM P 2015-03-18 2016-05-13
JPMORGAN CHASE & CO COM P 2015-03-18 2016-05-13
JOHNSON & JOHNSON COM P 2015-02-26 2016-05-13
KINDER MORGAN INC DEL COM P 2015-11-04 2016-05-13
MACYS INC COM P 2015-02-26 2016-05-13
MERCK & CO INC NEW COM P 2015-03-18 2016-05-13
MICROSOFT CORP COM P 2015-03-18 2016-05-13
ORACLE CORP COM P 2015-03-18 2016-05-13
PEPSICO INC COM P 2015-03-18 2016-05-13
PRAXAIR INC COM P 2015-03-18 2016-05-13
PRUDENTIAL FINL INC COM P 2014-07-16 2016-05-13
SIMON PPTY GROUP INC NEW COM P 2014-05-14 2016-05-13
STRYKER CORP COM P 2015-03-18 2016-05-13
TJX COS INC NEW COM P 2015-03-18 2016-05-13
US BANCORP DEL COM NEW P 2015-03-18 2016-05-13
UNITED TECHNOLOGIES CORP COM P 2015-03-18 2016-05-13
UNITEDHEALTH GROUP INC COM P 2015-03-18 2016-05-13
VERIZON COMMUNICATIONS INC COM P 2014-09-05 2016-05-13
WELLS FARGO & CO NEW COM P 2015-03-18 2016-05-13
ALLERGAN PLC SHS P 2015-02-24 2016-05-13
MEDTRONIC PLC SHS P 2015-01-26 2016-05-13
FEDERAL HOME LN MTG CORP P 2012-07-16 2016-05-27
INVESCO SHORT TERM LIQUID ASSET FUND P 2015-01-01 2015-06-09
ACTAVIS PLC SHS P 2015-01-01 2015-06-15
MONSTER BEVERAGE CORP COM P 2015-01-01 2015-06-15
INVESCO SHORT TERM LIQUID ASSET FUND P 2015-01-01 2015-06-16
INVESCO SHORT TERM LIQUID ASSET FUND P 2015-01-01 2015-06-19
INVESCO SHORT TERM LIQUID ASSET FUND P 2015-01-01 2015-06-24
INVESCO SHORT TERM LIQUID ASSET FUND P 2015-01-01 2015-06-26
INVESCO SHORT TERM LIQUID ASSET FUND P 2015-01-01 2015-07-17
INVESCO SHORT TERM LIQUID ASSET FUND P 2015-01-01 2015-07-21
INVESCO SHORT TERM LIQUID ASSET FUND P 2015-01-01 2015-07-21
INVESCO SHORT TERM LIQUID ASSET FUND P 2015-01-01 2015-08-04
INVESCO SHORT TERM LIQUID ASSET FUND P 2015-01-01 2015-08-17
INVESCO SHORT TERM LIQUID ASSET FUND P 2015-01-01 2015-08-20
INVESCO SHORT TERM LIQUID ASSET FUND P 2015-01-01 2015-08-21
INVESCO SHORT TERM LIQUID ASSET FUND P 2015-01-01 2015-08-27
INVESCO SHORT TERM LIQUID ASSET FUND P 2015-01-01 2015-08-31
INVESCO SHORT TERM LIQUID ASSET FUND P 2015-01-01 2015-09-21
ALPHABET INC CAP STK CL C P 2015-01-01 2015-10-05
ALPHABET INC CAP STK CL A P 2015-01-01 2015-10-05
INVESCO SHORT TERM LIQUID ASSET FUND P 2015-01-01 2015-10-14
INVESCO SHORT TERM LIQUID ASSET FUND P 2015-01-01 2015-10-21
INVESCO SHORT TERM LIQUID ASSET FUND P 2015-01-01 2015-11-03
INVESCO SHORT TERM LIQUID ASSET FUND P 2015-01-01 2015-11-06
INVESCO SHORT TERM LIQUID ASSET FUND P 2015-01-01 2015-11-09
INVESCO SHORT TERM LIQUID ASSET FUND P 2015-01-01 2015-11-09
INVESCO SHORT TERM LIQUID ASSET FUND P 2015-01-01 2015-11-11
INVESCO SHORT TERM LIQUID ASSET FUND P 2015-01-01 2015-11-16
INVESCO SHORT TERM LIQUID ASSET FUND P 2015-01-01 2015-11-17
INVESCO SHORT TERM LIQUID ASSET FUND P 2015-01-01 2015-11-20
INVESCO SHORT TERM LIQUID ASSET FUND P 2015-01-01 2015-11-24
INVESCO SHORT TERM LIQUID ASSET FUND P 2015-01-01 2015-12-16
INVESCO SHORT TERM LIQUID ASSET FUND P 2015-01-01 2015-12-21
HUBBELL INC CL B P 2015-01-01 2015-12-24
INVESCO SHORT TERM LIQUID ASSET FUND P 2015-01-01 2016-01-21
INVESCO SHORT TERM LIQUID ASSET FUND P 2015-01-01 2016-01-25
INVESCO SHORT TERM LIQUID ASSET FUND P 2015-01-01 2016-01-27
AVAGO TECHNOLOGIES LTD SHS P 2015-01-01 2016-02-01
INVESCO SHORT TERM LIQUID ASSET FUND P 2015-01-01 2016-02-18
INVESCO SHORT TERM LIQUID ASSET FUND P 2015-01-01 2016-02-19
INVESCO SHORT TERM LIQUID ASSET FUND P 2015-01-01 2016-02-19
INVESCO SHORT TERM LIQUID ASSET FUND P 2015-01-01 2016-02-25
INVESCO SHORT TERM LIQUID ASSET FUND P 2015-01-01 2016-03-09
INVESCO SHORT TERM LIQUID ASSET FUND P 2015-01-01 2016-03-21
INVESCO SHORT TERM LIQUID ASSET FUND P 2015-01-01 2016-03-24
INVESCO SHORT TERM LIQUID ASSET FUND P 2015-01-01 2016-04-21
INVESCO SHORT TERM LIQUID ASSET FUND P 2015-01-01 2016-04-26
INVESCO SHORT TERM LIQUID ASSET FUND P 2015-01-01 2016-04-29
INVESCO SHORT TERM LIQUID ASSET FUND P 2015-01-01 2016-05-16
CHARTER COMMUNICATIONS INC DEL CL A P 2015-01-01 2016-05-18
INVESCO SHORT TERM LIQUID ASSET FUND P 2015-01-01 2016-05-20
INVESCO SHORT TERM LIQUID ASSET FUND P 2015-01-01 2016-05-24
INVESCO SHORT TERM LIQUID ASSET FUND P 2015-01-01 2016-05-25
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 11,603   5,637 5,966
b 10,397   14,275 -3,878
c 1,550   1,984 -434
d 3,079   3,848 -769
e 5,568   5,935 -367
5,150   4,419 731
13,972   7,938 6,034
12,953   8,684 4,269
10,944   3,822 7,122
10,348   8,246 2,102
36,624   38,276 -1,652
15,000   15,750 -750
1,795   689 1,106
18,852   9,820 9,032
3,287   5,417 -2,130
16,130   27,422 -11,292
9,051   6,044 3,007
4,538   3,274 1,264
15,480   9,648 5,832
140,000   130,677 9,323
10,595   8,187 2,408
10,673   6,561 4,112
13,356   6,574 6,782
14,922   8,162 6,760
11,054   14,022 -2,968
11,080   10,698 382
13,060   10,073 2,987
1,804   1,205 599
4,667   4,017 650
4,761   2,432 2,329
113   86 27
31,356   19,515 11,841
15,822   9,084 6,738
54   52 2
3,540   3,479 61
53   54 -1
3,478   3,540 -62
6,194   3,224 2,970
6,795   3,546 3,249
7,683   9,880 -2,197
9,356   7,966 1,390
3,849   3,692 157
3,659   4,624 -965
1,866   2,346 -480
3,635   4,652 -1,017
5,468   7,000 -1,532
1,851   2,324 -473
2,724   3,443 -719
2,176   2,692 -516
3,656   3,824 -168
4,639   4,880 -241
5,995   6,292 -297
5,203   2,756 2,447
4,808   2,458 2,350
4,598   2,566 2,032
4,436   1,615 2,821
50,000   51,431 -1,431
5,920   3,948 1,972
9,438   9,616 -178
50,000   49,985 15
11,128   2,411 8,717
4,584   694 3,890
6,724   1,168 5,556
100,000   104,371 -4,371
100,000   115,043 -15,043
100,000   114,170 -14,170
1,404   1,780 -376
5,420   6,780 -1,360
1,708   944 764
1,028   1,212 -184
3,600   2,634 966
3,491   1,612 1,879
1,380   2,842 -1,462
2,787   3,205 -418
2,620   2,220 400
1,797   1,902 -105
1,347   1,446 -99
2,121   1,798 323
1,414   1,573 -159
1,475   1,434 41
1,236   934 302
1,081   1,022 59
5,281   4,663 618
1,469   1,255 214
1,683   1,326 357
1,208   1,213 -5
1,852   1,681 171
1,100   883 217
1,050   799 251
2,264   1,901 363
3,429   2,168 1,261
1,862   1,747 115
2,296   2,060 236
1,196   1,905 -709
1,312   2,213 -901
1,634   1,665 -31
2,528   2,001 527
1,791   1,930 -139
1,065   948 117
1,139   1,281 -142
1,542   1,814 -272
3,215   2,368 847
1,671   1,332 339
1,543   1,222 321
1,678   1,732 -54
1,017   1,192 -175
1,332   1,202 130
1,799   1,746 53
1,479   1,585 -106
1,119   1,451 -332
2,822   2,693 129
50,000   51,364 -1,364
1,429   1,429 0
52,574   52,574 0
7,116   7,116 0
5,613   5,613 0
1,642   1,642 0
931   931 0
14,048   14,048 0
152   152 0
1,626   1,626 0
49,960   49,960 0
562   562 0
5,610   5,610 0
4,550   4,550 0
1,641   1,641 0
4,105   4,105 0
365   365 0
1,568   1,568 0
50,499   50,499 0
12,040   12,040 0
2,340   2,340 0
1,537   1,537 0
183   183 0
2,662   2,662 0
9,729   9,729 0
6,002   6,002 0
411   411 0
10,020   10,020 0
64   64 0
1,613   1,613 0
49,292   49,292 0
14,375   14,375 0
1,592   1,592 0
8,266   8,266 0
1,570   1,570 0
11,445   11,445 0
858   858 0
7,091   7,091 0
3,872   3,872 0
1,518   1,518 0
8,788   8,788 0
4,562   4,562 0
449   449 0
1,518   1,518 0
900   900 0
1,586   1,586 0
100,969   100,969 0
6,995   6,995 0
12,331   12,331 0
3,791   3,791 0
1,593   1,593 0
228,990   228,990 0
112,002   112,002 0
48,719     48,719
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       5,966
b       -3,878
c       -434
d       -769
e       -367
      731
      6,034
      4,269
      7,122
      2,102
      -1,652
      -750
      1,106
      9,032
      -2,130
      -11,292
      3,007
      1,264
      5,832
      9,323
      2,408
      4,112
      6,782
      6,760
      -2,968
      382
      2,987
      599
      650
      2,329
      27
      11,841
      6,738
      2
      61
      -1
      -62
      2,970
      3,249
      -2,197
      1,390
      157
      -965
      -480
      -1,017
      -1,532
      -473
      -719
      -516
      -168
      -241
      -297
      2,447
      2,350
      2,032
      2,821
      -1,431
      1,972
      -178
      15
      8,717
      3,890
      5,556
      -4,371
      -15,043
      -14,170
      -376
      -1,360
      764
      -184
      966
      1,879
      -1,462
      -418
      400
      -105
      -99
      323
      -159
      41
      302
      59
      618
      214
      357
      -5
      171
      217
      251
      363
      1,261
      115
      236
      -709
      -901
      -31
      527
      -139
      117
      -142
      -272
      847
      339
      321
      -54
      -175
      130
      53
      -106
      -332
      129
      -1,364
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      48,719
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 2 122,257
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 315,536 7,016,548 0.044970
2013 297,000 6,404,767 0.046372
2012 295,352 5,999,439 0.049230
2011 282,508 6,023,134 0.046904
2010 269,203 5,801,269 0.046404
2
Total of line 1, column (d) .....................
20.233880
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
0.046776
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
6,671,903
5
Multiply line 4 by line 3......................
5
312,085
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
2,406
7
Add lines 5 and 6........................
7
314,491
8
Enter qualifying distributions from Part XII, line 4.............
8
340,502
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 2,406
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 2,406
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 2,406
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 2,340
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,650
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,990
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 1
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 2,583
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet2,583 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)
    bulletMD
    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 ofbulletEileen C Shapiro Telephone no.bullet (617) 868-7898

    Located atbullet975 Memorial DriveCambridgeMA ZIP+4bullet02138
    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
    Eileen C Shapiro President, Treasurer
    0.00     		0 0 0
    975 Memorial Drive Apt 804
    Cambridge,MA02138
    Reuben E Eaves Vice-President, Secretary
    0.00     		0 0 0
    975 Memorial Drive Apt 804
    Cambridge,MA02138
    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
    6,502,000
    b
    Average of monthly cash balances.......................
    1b
    271,506
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,773,506
    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
    6,773,506
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    101,603
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    6,671,903
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    333,595
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    333,595
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    2,406
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,406
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    331,189
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    331,189
    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
    331,189
    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
    340,502
    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
    340,502
    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
    2,406
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    338,096
    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 7 331,189
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 340,502
    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$ 340,502
    a Applied to 2014, but not more than line 2a 340,502
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		Click to see attachment0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2015 distributable amount..... 0
    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 ..........     		331,189
    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).)
    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:
    Eileen C Shapiro
    975 Memorial Drive Apt 804
    Cambridge,MA02138
    (410) 561-4411
    bThe form in which applications should be submitted and information and materials they should include:
    Letter form
    cAny submission deadlines:
    None
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Charitable - Cultural Institutions
    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
    Boston Landmarks Orchestra
    214 Lincoln Street Suite 331
    Boston,MA02134     		None 501(c)(3) Educational 2,000
    Boston Public Library
    700 Boylston St
    Boston,MA02216     		None 501(c)(3) Educational 1,000
    Boston Symphony Orchestra
    301 Massachusetts Ave
    Boston,MA02115     		None 501(c)(3) Educational 12,500
    Camp Harbor View Foundation Inc
    200 Clarendon St 60th Floor
    Boston,MA02116     		None 501(c)(3) Educational 3,000
    Catholic Schools Foundation Inc
    260 Franklin St Ste 630
    Boston,MA02110     		None 501(c)(3) Educational 47,500
    Catie's Closet
    19 School St
    Dracut,MA01826     		None 501(c)(3) Charitable 2,000
    Charles River Conservancy
    4 Brattle St
    Cambridge,MA02138     		None 501(c)(3) Educational 5,000
    Chatham Marconi Maritime Center Inc
    PO Box 421
    North Chatham,MA02650     		None 501(c)(3) Educational 3,000
    Fisher House Foundation
    111 Rockville Pike Suite 420
    Rockville,MD20850     		None 501(c)(3) Charitable 5,000
    Franklin W Olin College of Engineering
    Milas Hall 204 Olin Way
    Needham,MA024921200     		None 501(c)(3) Educational 52,500
    Harvard Art Museum
    32 Quincy St
    Cambridge,MA02138     		None 501(c)(3) Educational 5,000
    Harvard Medical School - Neurobiology Graduate Fellowship Fund
    22 Longwood Avenue
    Boston,MA02115     		None 501(c)(3) Educational 60,000
    Injured Marine Semper Fi Fund
    Wounded Warrior Center Building H49
    Camp Pendleton,CA92055     		None 501(c)(3) Charitable 10,000
    Johns Hopkins University - Whiting School of Engineering
    3400 N Charles St
    Baltimore,MD212182694     		None 501(c)(3) Educational 20,000
    Lourdes-Noreen McKeen Residence
    315 S Flager Dr
    West Palm Beach,FL334015613     		None 501(c)(3) Charitable 5,000
    Massachusetts General Hospital - Division of Trauma
    165 Cambridge St Ste 600
    Boston,MA02114     		None 501(c)(3) Medical 7,500
    Mount Auburn Hospital
    330 Mt Auburn St
    Cambridge,MA02138     		None 501(c)(3) Medical 15,000
    Museum of Science
    1 Science Park
    Boston,MA02114     		None 501(c)(3) Educational 10,000
    Pine Street Inn
    444 Harrison Ave
    Boston,MA021182404     		None 501(c)(3) Educational 22,500
    Red Sox Foundation
    4 Yawkey Way
    Boston,MA02215     		None 501(c)(3) Charitable 1,000
    St Francis House - Endowment Fund
    39 Boylston Street
    Boston,MA02116     		None 501(c)(3) brandon - 10/06/16 01:18PM Worksheet Grants and Contributions Paid 22,502
    United Service Organizations Inc
    PO Box 96860
    Washington,DC200877677     		None 501(c)(3) Charitable 10,000
    United Way - Cape and Islands
    51 Sleeper St
    Boston,MA022101208     		None 501(c)(3) Charitable 5,000
    United Way of Massachusetts Bay & Merrimack Valley
    51 Sleeper St
    Boston,MA022101208     		None 501(c)(3) Charitable 11,500
    Spaulding Rehabilitation Network - Development Office
    1575 Cambridge Street
    Cambridge,MA02138     		None 501(c)(3) Medical 1,000
    Connors Center for Women's Health
    1116 Huntington Avenue 3rd Floor
    Boston,MA02115     		None 501(c)(3) Charitable 1,000
    Total .................................bullet 3a 340,502
    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....     14 143,825  
    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 35  
    8
    Gain or (loss) from sales of assets other than inventory ............     		    14 122,257  
    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).. 0 266,117 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13266,117
    (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:
    Albert Shapiro Fund Inc
     
    c/o Eileen C Shapiro
    EIN:
    52-1300277
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting 4,550 4,550   0

    TY 2015 AppliedToPriorYearElection
    Name:
    Albert Shapiro Fund Inc
     
    c/o Eileen C Shapiro
    EIN:
    52-1300277
    Election:
    Signed: __________________________________ ___________________ Date __________________________________ Name and Title

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    Albert Shapiro Fund Inc
     
    c/o Eileen C Shapiro
    EIN:
    52-1300277
    Name of Bond End of Year Book Value End of Year Fair Market Value
    Corporate Bonds 607,925 600,719

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    Albert Shapiro Fund Inc
     
    c/o Eileen C Shapiro
    EIN:
    52-1300277
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Securities Account 2,030,168 1,853,778

    TY 2015 InvestmentsGovtObligationsSch
    Name:
    Albert Shapiro Fund Inc
     
    c/o Eileen C Shapiro
    EIN:
    52-1300277
    US Government Securities - End of Year Book Value:

    235,629
    US Government Securities - End of Year Fair Market Value:

    224,747
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2015 InvestmentsOtherSchedule2
    Name:
    Albert Shapiro Fund Inc
     
    c/o Eileen C Shapiro
    EIN:
    52-1300277
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Alternative Assets AT COST 2,534,838 3,766,337

    TY 2015 LegalFeesSchedule
    Name:
    Albert Shapiro Fund Inc
     
    c/o Eileen C Shapiro
    EIN:
    52-1300277
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Legal 365 365   0


    TY 2015 OtherExpensesSchedule
    Name:
    Albert Shapiro Fund Inc
     
    c/o Eileen C Shapiro
    EIN:
    52-1300277
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Fees 19,006 19,006   0
    Miscellaneous expense 490 0   0


    TY 2015 OtherIncomeSchedule2
    Name:
    Albert Shapiro Fund Inc
     
    c/o Eileen C Shapiro
    EIN:
    52-1300277
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Class Action Proceeds 35 35 35


    TY 2015 TaxesSchedule
    Name:
    Albert Shapiro Fund Inc
     
    c/o Eileen C Shapiro
    EIN:
    52-1300277
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Federal Fiduciary Income Tax 6,445 0   0
    Foreign Tax Paid 8 0   0