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
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
THE PEABODY FOUNDATION INC
C/O BETHANY M WOODS LLC

Number and street (or P.O. box number if mail is not delivered to street address)101 FEDERAL STREET SUITE 19   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02110
A Employer identification number

04-2104767
B Telephone number (see instructions)

(617) 261-8543
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$20,348,398J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
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).............. 10,308
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 22 22  
4 Dividends and interest from securities...... 480,556 480,556  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 744,039
b Gross sales price for all assets on line 6a 4,740,751
7 Capital gain net income (from Part IV, line 2)... 744,039
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........ 1,234,925 1,224,617  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 11,407 5,704   5,704
c Other professional fees (attach schedule).... Click to see attachment 90,795 80,085   10,710
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 11,385 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 5,354 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 118,941 85,789   16,414
25 Contributions, gifts, grants paid........ 1,129,986 1,129,986
26 Total expenses and disbursements. Add lines 24 and 25 1,248,927 85,789   1,146,400
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -14,002
b Net investment income (if negative, enter -0-) 1,138,828
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
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.......... 939,911 1,036,956 1,036,956
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)........ 16,764,390 Click to see attachment14,467,589 14,467,589
c Investments—corporate bonds (attach schedule)........ 3,565,905 Click to see attachment4,839,241 4,839,241
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) Click to see attachment0 Click to see attachment4,612 Click to see attachment4,612
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 21,270,206 20,348,398 20,348,398
Liabilities 17 Accounts payable and accrued expenses.......... 30,416 30,452
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) Click to see attachment69,824 Click to see attachment58,092
23 Total liabilities (add lines 17 through 22).......... 100,240 88,544
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted................... 20,479,040 19,607,550
25 Temporarily restricted................ 140,328 101,706
26 Permanently restricted................ 550,598 550,598
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)...... 21,169,966 20,259,854
31 Total liabilities and net assets/fund balances (see instructions).. 21,270,206 20,348,398
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 21,169,966
2 Enter amount from Part I, line 27a..................... 2 -14,002
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 9,068
4 Add lines 1, 2, and 3.......................... 4 21,165,032
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 905,178
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 20,259,854
Form 990-PF (2014)
Form 990-PF (2014)
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 PUBLICLY TRADED SECURITIES      
b
c
d
e
(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 4,740,751   3,996,712 744,039
b
c
d
e
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       744,039
b
c
d
e
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 2 744,039
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))
2013 1,207,721 20,780,865 0.058117
2012 1,048,248 19,963,202 0.052509
2011 1,028,498 18,443,277 0.055765
2010 925,657 18,089,374 0.051171
2009 866,745 18,373,234 0.047174
2 Total of line 1, column (d) ...................... 2 0.264736
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 0.052947
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 20,494,892
5 Multiply line 4 by line 3....................... 5 1,085,143
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 11,388
7 Add lines 5 and 6......................... 7 1,096,531
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,146,400
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 (2014)
Form 990-PF (2014)
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 Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 11,388
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 11,388
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 11,388
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 16,000
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 16,000
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 4,612
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet4,612 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)
    bulletMA
    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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    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 M FITZGIBBONS Telephone no.bullet (617) 261-8543
    Located atbulletC/O BETHANY M WOODSBOSTONMA ZIP+4bullet02110
    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 2014, 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  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    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 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    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 2014 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 2014.)....................
    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 2014?
    4b
     
    No
    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 (2014)
    Form 990-PF (2014)
    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
    MR JOHN EA SAFFORD TREASURER/TRUSTEE
    0.50     		0 0 0
    9 CLEAVES STREET
    ROCKPORT,MA01965
    MS BETHANY M WOODS CLERK/TRUSTEE
    0.50     		0 0 0
    101 FEDERAL STREET SUITE 1900
    BOSTON,MA02110
    MR HARRY C BARR TRUSTEE
    0.10     		0 0 0
    12 CUMBERLAND STREET UNIT 1
    BOSTON,MA02115
    MRS CATHERINE B DAMON TRUSTEE
    0.10     		0 0 0
    POBOX 218
    BARNSTABLE,MA02630
    MR JOSEPH C DONNELLY JR VICE PRESIDENT/TRUSTEE
    0.10     		0 0 0
    PO BOX 132
    YORK HARBOR,ME03911
    MISS SALLY D HURLBUT TRUSTEE
    0.10     		0 0 0
    717 HAMMOND STREET
    CHESTNUT HILL,MA02116
    MRS SUSAN W PAINE TRUSTEE
    0.10     		0 0 0
    90 BRATTLE STREET
    CAMBRIDGE,MA02138
    MISS SYLVIA L STEVENS TRUSTEE
    0.10     		0 0 0
    62 LINDEN STREET
    WELLESLEY,MA02482
    MRS JOAN I THORNDIKE TRUSTEE
    0.10     		0 0 0
    10 WALNUT PLACE
    BROOKLINE,MA02445
    MRS JANE OTTE TRUSTEE
    0.10     		0 0 0
    9 GODEN STREET
    BELMONT,MA02478
    MR DAVID P SIMMONS MD TRUSTEE
    0.10     		0 0 0
    4 WALNUT STREET
    GLOUCESTER,MA01930
    MR JAMES M FITZGIBBONS PRESIDENT/TRUSTEE
    0.10     		0 0 0
    64 FAIRGREEN PLACE
    CHESTNUT HILL,MA02467
    MS MARY LIZ VAN DYCK TRUSTEE
    0.10     		0 0 0
    11 FULLER BROOK ROAD
    WELLESLEY,MA02482
    MR EDWIN P MAYNARD MD TRUSTEE
    0.10     		0 0 0
    10 LONGWOOD DR UNIT 245 FOXHILL
    VILLAGE
    WESTWOOD,MA02090
    MR CHRISTOPHER D PERRY TRUSTEE
    0.10     		0 0 0
    1 INTERNATIONAL PLACE STE 1600
    BOSTON,MA02110
    MS SUSANNAH BARTON TOBIN TRUSTEE
    0.10     		0 0 0
    3 ARLINGTON STREET 21
    CAMBRIDGE,MA02140
    MS JUDITH E RHOADES ADMINISTRATIVE DIRECTOR
    0.10     		0 0 0
    28 GARVEY ROAD
    FRAMINGHAM,MA01701
    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
    WELCH & FORBES INC INVESTMENT ADVISOR SERVICES 70,613
    45 SCHOOL STREET
    BOSTON,MA02108
    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  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    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
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    19,818,563
    b
    Average of monthly cash balances.......................
    1b
    988,434
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    20,806,997
    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
    20,806,997
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    312,105
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    20,494,892
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,024,745
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,024,745
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    11,388
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    11,388
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,013,357
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,013,357
    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
    1,013,357
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,146,400
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,146,400
    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
    11,388
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,135,012
    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 (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 1,013,357
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 297,367
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012.......  
    e From 2013.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 1,146,400
    a Applied to 2013, but not more than line 2a 297,367
    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 2014 distributable amount..... 849,033
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2014. 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 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		164,324
    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 2009 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013....  
    e Excess from 2014....  
    Form 990-PF (2014)
    Form 990-PF (2014)
    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 2014, 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) 2014 (b) 2013 (c) 2012 (d) 2011
             
    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:
    JUDI RHOADES ADM DIR
    28 GARVEY ROAD
    FRAMINGHAM,MA01701
    (508) 728-8780
    JEMULLEN12@COMCAST.NET
    bThe form in which applications should be submitted and information and materials they should include:
    GRANT APPLICATION FORMAT AVAILABLE UPON REQUEST.
    cAny submission deadlines:
    FEBRUARY 1ST OF EACH YEAR.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    PER ARTICLES OF INCORPORATION, RESTRICT GRANTS TO MASSACHUSETTS ONLY
    Form 990-PF (2014)
    Form 990-PF (2014)
    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
    AGASSIZ VILLAGE
    238 BEDFORD ST 8
    LEXINGTON,MA02420     		N/A PC TO BENEFIT HANDICAPPED CHILDREN &/RELATED RESEARCH. 20,000
    ARTHRITIS FOUNDATION - MASSACHUSETTS CHAPTER
    29 CRAFTS ST STE 450
    NEWTON,MA02458     		N/A PC TO BENEFIT HANDICAPPED CHILDREN &/RELATED RESEARCH. 6,815
    BEVERLY SCHOOL FOR THE DEAF
    6 ECHO AVE
    BEVERLY,MA01915     		N/A PC TO BENEFIT HANDICAPPED CHILDREN &/RELATED RESEARCH. 35,000
    BOSTON CHILDREN'S HOSPITAL
    300 LONGWOOD AVENUE
    BOSTON,MA02115     		N/A PC TO BENEFIT HANDICAPPED CHILDREN &/RELATED RESEARCH. 282,520
    BOSTON MEDICAL CENTER
    840 HARRISON AVE
    BOSTON,MA02118     		N/A PC TO BENEFIT HANDICAPPED CHILDREN &/RELATED RESEARCH. 30,000
    BRIGHAM & WOMEN'S HOSPITAL
    75 FRANCIS STREET
    BOSTON,MA02115     		N/A PC TO BENEFIT HANDICAPPED CHILDREN &/RELATED RESEARCH. 75,000
    CARROLL CENTER FOR THE BLIND
    770 CENTRE ST
    NEWTON,MA02458     		N/A PC TO BENEFIT HANDICAPPED CHILDREN &/RELATED RESEARCH. 25,000
    CELEBRITY SERIES OF BOSTON
    20 PARK PLAZA SUITE 1032
    BOSTON,MA02116     		N/A PC TO BENEFIT HANDICAPPED CHILDREN &/RELATED RESEARCH. 10,000
    COMMUNITY ROWING INC
    20 NONANTUM RD
    BRIGHTON,MA02135     		N/A PC TO BENEFIT HANDICAPPED CHILDREN &/RELATED RESEARCH. 10,000
    COTTING SCHOOL FOR HANDICAPPED CHILDREN
    453 CONCORD AVENUE
    LEXINGTON,MA02421     		N/A PC TO BENEFIT HANDICAPPED CHILDREN &/RELATED RESEARCH. 20,000
    FRANCISCAN CHILDREN'S HOSPITAL
    30 WARREN STREET
    BRIGHTON,MA02135     		N/A PC TO BENEFIT HANDICAPPED CHILDREN &/RELATED RESEARCH. 15,000
    HARVARD MEDICAL SCHOOL
    25 SHATTUCK STREET
    BOSTON,MA02115     		N/A PC TO BENEFIT HANDICAPPED CHILDREN &/RELATED RESEARCH. 57,500
    HEARTS & NOSES HOSPITAL CLOWN TROUPE INC
    PO BOX 920570
    NEEDHAM,MA02492     		N/A PC TO BENEFIT HANDICAPPED CHILDREN &/RELATED RESEARCH. 10,000
    JOSLIN DIABETES CENTER
    ONE JOSLIN PLACE
    BOSTON,MA02215     		N/A PC TO BENEFIT HANDICAPPED CHILDREN &/RELATED RESEARCH. 50,000
    MARTHA'S VINEYARD CEREBRAL PALSY CAMP INC
    200 GREENWOOD AVENUE EXT
    VINEYARD HAVEN,MA02568     		N/A PC TO BENEFIT HANDICAPPED CHILDREN &/RELATED RESEARCH. 20,000
    MASSACHUSETTS ADOPTION RESOURCE EXCHANGE
    45 FRANKLIN STREET 5TH FLOOR
    BOSTON,MA02110     		N/A PC TO BENEFIT HANDICAPPED CHILDREN &/RELATED RESEARCH. 10,000
    MASSACHUSETTS GENERAL HOSPITAL
    100 CHARLES RIVER PLAZA SUITE 600
    BOSTON,MA02114     		N/A PC TO BENEFIT HANDICAPPED CHILDREN &/RELATED RESEARCH. 223,151
    NATIONAL BRAILLE PRESS INC
    88 SAINT STEPHEN STREET
    BOSTON,MA02115     		N/A PC TO BENEFIT HANDICAPPED CHILDREN &/RELATED RESEARCH. 15,000
    NATIONAL EDUCATION FOR ASSISTANCE DOG SERVICES
    305 REDEMPTION ROCK TRAIL SOUTH
    PRINCETON,MA01541     		N/A PC TO BENEFIT HANDICAPPED CHILDREN &/RELATED RESEARCH. 10,000
    NEW ENGLAND MEDICAL CENTER
    750 WASHINGTON STREET
    BOSTON,MA02111     		N/A PC TO BENEFIT HANDICAPPED CHILDREN &/RELATED RESEARCH. 15,000
    PERKINS SCHOOL FOR THE BLIND
    175 NORTH BEACON STREET
    WATERTOWN,MA02472     		N/A PC TO BENEFIT HANDICAPPED CHILDREN &/RELATED RESEARCH. 40,000
    PIERS PARK SAILING CENTER
    95 MARGINAL STREET
    EAST BOSTON,MA02128     		N/A PC TO BENEFIT HANDICAPPED CHILDREN &/RELATED RESEARCH. 40,000
    SHRINER'S HOSPITAL FOR CHILDREN
    51 BLOSSOM ST
    BOSTON,MA02114     		N/A PC TO BENEFIT HANDICAPPED CHILDREN &/RELATED RESEARCH. 40,000
    SPAULDING REHABILITATION HOSPITAL
    125 NASHUA STREET
    BOSTON,MA02114     		N/A PC TO BENEFIT HANDICAPPED CHILDREN &/RELATED RESEARCH. 30,000
    THE UMASS MEMORIAL FOUNDATION INC
    333 SOUTH ST
    SHREWSBURY,MA01545     		N/A PC TO BENEFIT HANDICAPPED CHILDREN &/RELATED RESEARCH. 15,000
    WHEELOCK FAMILY THEATRE
    200 THE RIVERWAY
    BOSTON,MA02115     		N/A PC TO BENEFIT HANDICAPPED CHILDREN &/RELATED RESEARCH. 10,000
    WINDRUSH FARM THERAPEUTIC EQUITATION INC
    479 LACY STREET
    NORTH ANDOVER,MA01845     		N/A PC TO BENEFIT HANDICAPPED CHILDREN &/RELATED RESEARCH. 5,000
    YOUNG AUDIENCES OF MASSACHUSETTS
    89 SOUTH ST 603
    BOSTON,MA02111     		N/A PC TO BENEFIT HANDICAPPED CHILDREN &/RELATED RESEARCH. 10,000
    Total .................................bullet 3a 1,129,986
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 22  
    4 Dividends and interest from securities....     14 480,556  
    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 .............     		    18 744,039  
    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 1,224,617 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,224,617
    (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 (2014)
    Form 990-PF (2014)
    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
    Yes
    No
    organizations?
    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 namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2014
    Name of the organization
    THE PEABODY FOUNDATION INC
    C/O BETHANY M WOODS LLC
    Employer identification number

    04-2104767
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 2
    Name of organization
    THE PEABODY FOUNDATION INC
    C/O BETHANY M WOODS LLC         		Employer identification number

    04-2104767
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    EMMA E FLETCHER TRUST
     

       
    PO BOX 1802
     
    PROVIDENCE, RI02901

    		$6,798


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 3
    Name of organization
    THE PEABODY FOUNDATION INC
    C/O BETHANY M WOODS LLC         		Employer identification number

    04-2104767
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    THE PEABODY FOUNDATION INC
    C/O BETHANY M WOODS LLC         		Employer identification number

    04-2104767
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2014 AccountingFeesSchedule
    Name:
    THE PEABODY FOUNDATION INC
    C/O BETHANY M WOODS LLC
    EIN: 04-2104767
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING & TAX PREP 11,407 5,704   5,704

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    THE PEABODY FOUNDATION INC
    C/O BETHANY M WOODS LLC
    EIN: 04-2104767
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 4,839,241 4,839,241

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    THE PEABODY FOUNDATION INC
    C/O BETHANY M WOODS LLC
    EIN: 04-2104767
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AFLAC INC COM 0 0
    AMERIPRISE FINANCIAL INC COM 545,650 545,650
    ANHEUSER-BUSCH 531,600 531,600
    ANSYS INC 352,560 352,560
    CARMAX INC 593,200 593,200
    CHEVRON CORP 0 0
    FIRST TRUST NORTH AMERICAN ENERGY 218,800 218,800
    GOOGLE INC CL A 319,185 319,185
    GOOGLE INC CL C 304,818 304,818
    HOSPITALITY PROPERTIES TRUST 255,800 255,800
    IRON MOUNTAIN INC (PA) 443,462 443,462
    ISHARES MSCI BRAZIL INDEX 0 0
    ISHARES MSCI EMERGING MARKETS 0 0
    KAYNE ANDERSON MLP INVESTMENT 231,800 231,800
    LINEAR TECHNOLOGY CORP 403,500 403,500
    MCDONALDS CORP COM 0 0
    MERCK & CO INC 0 0
    METILER-TOLEDO INTERNATIONAL INC 284,740 284,740
    O'REILLY AUTOMOTIVE INC 1,000,000 1,000,000
    PAYCHEX INC COM 476,300 476,300
    PEPSICO INC COM 471,500 471,500
    PRAXAIR INC COM 254,650 254,650
    QUALCOMM INC COM 0 0
    SCHLUMBERGER LTD NV COM 310,365 310,365
    SPDR S&P CHINA ETF 0 0
    STERICYCLE INC COM 417,930 417,930
    STRYKER CORP 564,600 564,600
    TRACTOR SUPPLY CO COM 252,960 252,960
    TRIMBLE NAVIGATION LTD COM 0 0
    UNITED TECHNOLOGIES CORP 355,960 355,960
    VERTEX PHARMACEUTICALS INC 520,700 520,700
    VISA INC 696,600 696,600
    WELLS FARGO & CO 410,800 410,800
    SOLAZYME INC 0 0
    OPEN TEXT CORP COM 0 0
    INVIVO THERAPEUTICS HOLDINGS 215,500 215,500
    GILEAD SCIENCES INC COM 343,665 343,665
    DANAHER CORP COM 426,050 426,050
    COLFAX CORP 0 0
    CELGENE CORP COM 216,340 216,340
    CAPITAL ONE FINANCIAL CORP COM 362,600 362,600
    APPLE INC 441,200 441,200
    ISHARES S&P EUROPE 350 INDEX ETF 0 0
    PLAINS GP HOLDINGS LP-CL A 210,000 210,000
    VANGUARD MSCI EMERGING MARKETS INDEX ETF 248,175 248,175
    VANGUARD MSCI EUROPEAN INDEX ETF 295,080 295,080
    CVS HEALTH CORP COM 385,920 385,920
    MIDDLEBY CORP COM 262,975 262,975
    PRICELINE GROUP INC 494,744 494,744
    SUNCOR ENERGY INC 133,600 133,600
    TJX COS INC COM 214,260 214,260

    TY 2014 OtherAssetsSchedule
    Name:
    THE PEABODY FOUNDATION INC
    C/O BETHANY M WOODS LLC
    EIN: 04-2104767
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PREPAID TAXES 0 4,612 4,612


    TY 2014 OtherDecreasesSchedule
    Name:
    THE PEABODY FOUNDATION INC
    C/O BETHANY M WOODS LLC
    EIN: 04-2104767
    Description Amount
       


    TY 2014 OtherExpensesSchedule
    Name:
    THE PEABODY FOUNDATION INC
    C/O BETHANY M WOODS LLC
    EIN: 04-2104767
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE FILING FEES 155 0   0
    POSTAGE 121 0   0
    OFFICE EXPENSE 5,078 0   0


    TY 2014 OtherIncreasesSchedule
    Name:
    THE PEABODY FOUNDATION INC
    C/O BETHANY M WOODS LLC
    EIN: 04-2104767
    Description Amount
       


    TY 2014 OtherLiabilitiesSchedule
    Name:
    THE PEABODY FOUNDATION INC
    C/O BETHANY M WOODS LLC
    EIN: 04-2104767
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED TAXES 67,160 58,092
    ACCRUED TAXES 2,664 0


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    THE PEABODY FOUNDATION INC
    C/O BETHANY M WOODS LLC
    EIN: 04-2104767
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 70,469 70,469   0
    CUSTODIAN FEES 7,726 7,726   0
    ADMINISTRATIVE FEES 12,600 1,890   10,710


    TY 2014 TaxesSchedule
    Name:
    THE PEABODY FOUNDATION INC
    C/O BETHANY M WOODS LLC
    EIN: 04-2104767
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAXES 11,385 0   0