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
SOUTHMAYD HOME INC
 

Number and street (or P.O. box number if mail is not delivered to street address)250 COLUMBIA BLVD   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WATERBURY, CT06710
A Employer identification number

06-0646903
B Telephone number (see instructions)

(203) 754-0360
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$11,032,535J 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).............. 54,115
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 201,629 201,629 201,629
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 356,751
b Gross sales price for all assets on line 6a 3,856,343
7 Capital gain net income (from Part IV, line 2)... 356,751
8 Net short-term capital gain......... 356,751
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 604,923   604,923
12 Total. Add lines 1 through 11........ 1,217,418 558,380 1,163,303
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages...... 784,006   183,702 600,304
15 Pension plans, employee benefits....... 148,942   34,899 114,043
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 22,695 3,682 5,318 13,695
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion... Click to see attachment 50,600   11,856
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 386,852 51,987 82,885 251,980
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,393,095 55,669 318,660 980,022
25 Contributions, gifts, grants paid........ 0 0
26 Total expenses and disbursements. Add lines 24 and 25 1,393,095 55,669 318,660 980,022
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -175,677
b Net investment income (if negative, enter -0-) 502,711
c Adjusted net income (if negative, enter -0-)... 844,643
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............... 415 415 415
2 Savings and temporary cash investments.......... 1,000,523 1,046,567 1,046,567
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............... 6,000 6,000 6,000
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 1,121,418 Click to see attachment868,399 868,339
b Investments—corporate stock (attach schedule)........ 7,375,811 Click to see attachment6,847,771 6,847,771
c Investments—corporate bonds (attach schedule)........ 1,644,991 Click to see attachment1,852,666 1,852,666
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 bullet2,046,727
Less: accumulated depreciation (attach schedule) bullet1,663,169 421,794 Click to see attachment383,558 383,558
15 Other assets (describe bullet) Click to see attachment23,426 Click to see attachment27,219 Click to see attachment27,219
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 11,594,378 11,032,595 11,032,535
Liabilities 17 Accounts payable and accrued expenses.......... 18,530 3,843
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).......... 18,530 3,843
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted................... 11,565,211 11,017,965
25 Temporarily restricted................ 10,637 10,787
26 Permanently restricted................    
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)...... 11,575,848 11,028,752
31 Total liabilities and net assets/fund balances (see instructions).. 11,594,378 11,032,595
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 11,575,848
2 Enter amount from Part I, line 27a..................... 2 -175,677
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 11,400,171
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 371,419
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 11,028,752
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 200 CVS HEALTH CORP COM P    
b 100 NIKE INC CLASS B P 2014-02-07  
c 1000 ROCHE HLDG LTD SPONSORED ADR IS P 2013-10-31  
d 132 ALLERGAN PLC. COM USD0.0001 P 2015-03-17  
e 200 ACCENTURE PLC CLS A USD0.0000225 P 2015-01-27  
1000 SUNTRUST BANKS INC P 2013-01-23  
500 TWENTY-FIRST CENTY FOX INC CL A P 2014-12-18  
200 DUNKIN BRANDS GROUP INC COM USD0 P 2014-01-24  
500 LOWES COS INC COM ISIN US548661 P 2013-06-06  
900 PNC FINL SVCS GROUP P 2014-01-16  
50 ORACLE CORP COM ISIN US68389X105 P 2007-11-02  
50 TWENTY-FIRST CENTY FOX INC CL A P 2015-02-11  
25 PRAXAIR INC P 2013-01-16  
300 CVS HEALTH CORP COM P    
100 NIKE INC CLASS B P 2014-02-07  
200 ROCHE HLDG LTD SPONSORED ADR ISI P 2014-01-22  
0.81 ALLERGAN PLC. COM USD0.0001 P 2015-03-17  
200 ACCENTURE PLC CLS A USD0.0000225 P 2014-12-16  
200 SUNTRUST BANKS INC P 2013-01-23  
300 SPDR SERIES TRUST BARCLAYS CAP I P 2014-09-25  
200 DUNKIN BRANDS GROUP INC COM USD0 P 2014-06-03  
300 LOWES COS INC COM ISIN US548661 P 2013-06-07  
300 PNC FINL SVCS GROUP P 2014-01-16  
300 ORACLE CORP COM ISIN US68389X10 P 2015-01-16  
50 HALLIBURTON CO HOLDING CO FRMLY H P 2011-10-04  
50 ROCHE HLDG LTD SPONSORED ADR ISIN P 2013-12-04  
50 METTLER-TOLEDO INTL P 2014-07-30  
200 NIKE INC CLASS B P 2011-04-06  
3000 ROCHE HLDG LTD SPONSORED ADR IS P 2013-10-17  
18 ALLERGAN PLC. COM USD0.0001 P 2015-03-25  
100 ACCENTURE PLC CLS A USD0.0000225 P 2014-12-16  
300 SUNTRUST BANKS INC P 2013-01-23  
1700 SPDR SERIES TRUST BARCLAYS CAP P 2013-10-22  
100 DUNKIN BRANDS GROUP INC COM USD0 P 2014-01-24  
200 LOWES COS INC COM ISIN US548661 P 2013-07-11  
200 PNC FINL SVCS GROUP P 2014-10-30  
500 ORACLE CORP COM ISIN US68389X10 P 2007-12-06  
15 PNC FINL SVCS GROUP P 2014-01-29  
100 ROCHE HLDG LTD SPONSORED ADR ISI P 2013-11-14  
100 METTLER-TOLEDO INTL P 2014-07-30  
100 VALEANT PHARMACEUTICALS INTLI CO P 2015-04-10  
50000 WRIGLEY WM JR CO NOTE CALL MAK P 2010-08-18  
100 PEPSICO INC P 2014-12-15  
200 ACCENTURE PLC CLS A USD0.0000225 P 2015-01-30  
500 SUNTRUST BANKS INC P 2013-01-23  
200 ANADARKO PETE CORP P 2014-11-21  
500 OLD DOMINION FGHT LINES INC COM P 2015-06-22  
200 LOWES COS INC COM ISIN US548661 P 2013-06-27  
45000 LAZARD LLC NOTE CALL MAKE WHOL P 2010-07-23  
500 AMPHENOL CORP CL A P 2013-07-26  
10 PNC FINL SVCS GROUP P 2014-01-16  
100 ROCHE HLDG LTD SPONSORED ADR ISI P 2013-10-17  
100 METTLER-TOLEDO INTL P 2014-07-23  
100 UNION PACIFIC CORP P 2013-07-30  
100000 UNITED STATES TREAS NTS 4.500 P 2007-02-23  
100 PEPSICO INC P 2014-12-18  
1400 DONALDSON INC COM ISIN US25765 P 2010-05-17  
500 TWENTY-FIRST CENTY FOX INC CL A P 2014-10-23  
200 VISA INC COM CL A P 2013-08-13  
300 OLD DOMINION FGHT LINES INC COM P 2015-06-05  
300 LOWES COS INC COM ISIN US548661 P 2013-06-27  
25000 LAZARD LLC NOTE CALL MAKE WHOL P 2010-09-13  
0.000 ALPHABET INC CAP STKCL C P 2015-05-05  
0.000 ALPHABET INC CAP STKCL C P 2015-05-05  
50 LOWES COS INC COM ISIN US5486611 P 2013-07-08  
50 METTLER-TOLEDO INTL P 2014-07-30  
100 UNION PACIFIC CORP P 2013-07-30  
40000 UNITED STATES TREAS NTS 4.500% P 2013-10-24  
100 PEPSICO INC P 2014-12-16  
200 DONALDSON INC COM ISIN US257651 P 2013-01-02  
200 TWENTY-FIRST CENTY FOX INC CL A P 2015-03-10  
300 VISA INC COM CL A P 2013-08-13  
25000 UNITED STATES TREAS NTS 1.2500 P 2014-12-15  
200 LOWES COS INC COM ISIN US548661 P 2013-06-13  
200 HALLIBURTON CO HOLDING CO FRMLY P 2011-10-04  
15 UNION PACIFIC CORP P 2013-07-12  
25 UNION PACIFIC CORP P 2013-07-11  
25 PNC FINL SVCS GROUP P 2013-10-25  
800 VANGUARD WELLESLEY INCOME ADMIRA P 2010-09-02  
75000 JPMORGAN CHASE &CO NOTE 5.1500 P 2010-03-15  
50000 UNITED STATES TREAS NTS 4.500% P 2010-09-02  
15000 UNITED STATES TREAS NTS 1.8750 P 2013-05-31  
600 DONALDSON INC COM ISIN US257651 P 2010-09-13  
3000 TWENTY-FIRST CENTY FOX INC CL A P 2014-05-16  
100 VISA INC COM CL A P 2013-08-13  
50000 UNITED STATES TREAS NTS 1.2500 P 2014-12-12  
100 LOWES COS INC COM ISIN US548661 P 2013-06-13  
200 HALLIBURTON CO HOLDING CO FRMLY P 2010-04-06  
15 ALLERGAN INC P 2011-08-03  
25 ALLERGAN INC ISIN US0184901025 S P 2011-08-03  
100 HALLIBURTON CO HOLDING CO FRMLY P 2010-04-06  
25 ALPHABET INC CAP STKCL C P 2014-05-01  
50000 J P MORGAN CHASE &COMTN BE 1.4 P 2013-03-15  
200 GRAINGER W W INC COMSTK USD0.50 P 2014-01-16  
25000 UNITED STATES TREAS NTS 1.8750 P 2012-09-20  
200 DONALDSON INC COM ISIN US257651 P 2015-03-19  
300 TWENTY-FIRST CENTY FOX INC CL A P 2014-10-29  
100 VISA INC COM CL A P 2014-04-16  
300 STATE STR CORP COM ISIN US85747 P 2011-03-30  
200 MONDELEZ INTL INC COM P 2014-12-12  
1800 HALLIBURTON CO HOLDING CO FRMLY P 2010-04-06  
50 DONALDSON INC COM ISIN US2576511 P 2011-06-17  
100 DONALDSON INC COM ISIN US257651 P 2010-05-17  
25 ALPHABET INC CAP STKCL C P 2010-02-17  
200 PRAXAIR INC P 2013-01-16  
100 GRAINGER W W INC COMSTK USD0.50 P 2014-12-16  
75000 UNITED STATES TREAS NTS 1.8750 P 2012-08-29  
300 DONALDSON INC COM ISIN US257651 P 2015-03-19  
200 TWENTY-FIRST CENTY FOX INC CL A P 2014-12-15  
200 BECTON DICKINSON CO P 2007-11-20  
100 STATE STR CORP COM ISIN US85747 P 2014-02-07  
500 MONDELEZ INTL INC COM P 2014-11-05  
300 HALLIBURTON CO HOLDING CO FRMLY P 2010-04-06  
5 GRAINGER W W INC COMSTK USD0.50 P 2014-01-16  
25 GRAINGER W W INC COMSTK USD0.50 P 2014-01-16  
0 ALPHABET INC CAP STKCL C P 2015-05-05  
100 PRAXAIR INC P 2013-01-16  
100 GRAINGER W W INC COMSTK USD0.50 P 2015-01-30  
75000 UNITED STATES TREAS NTS 1.8750 P 2012-11-09  
600 DONALDSON INC COM ISIN US257651 P 2010-05-10  
300 TWENTY-FIRST CENTY FOX INC CL A P 2015-02-11  
100 BECTON DICKINSON CO P 2007-11-20  
200 STATE STR CORP COM ISIN US85747 P 2014-02-07  
500 MONDELEZ INTL INC COM P 2014-11-05  
500 HALLIBURTON CO HOLDING CO FRMLY P 2010-04-13  
5 GRAINGER W W INC COMSTK USD0.50 P 2014-04-23  
0.2075 ALLERGAN PLC. COM USD0.0001 P 2015-03-17  
100 NIKE INC CLASS B P 2014-02-07  
700 PRAXAIR INC P 2013-01-24  
250 GRAINGER W W INC COMSTK USD0.50 P 2014-04-23  
25000 UNITED STATES TREAS NTS 1.8750 P 2014-09-17  
800 DONALDSON INC COM ISIN US257651 P 2014-12-18  
500 TWENTY-FIRST CENTY FOX INC CL A P 2015-01-16  
100 BECTON DICKINSON CO P 2008-05-20  
100 EXXON MOBIL CORP P 2014-09-24  
500 MONDELEZ INTL INC COM P 2014-11-05  
25 ALPHABET INC CAP STKCL A P 2010-02-17  
0.5245 ALLERGAN PLC. COM USD0.0001 P 2015-03-17  
50 SUNTRUST BANKS INC P 2013-02-08  
100 NIKE INC CLASS B P 2015-02-11  
180 FACEBOOK INC COM USD0.000006 CL P 2015-07-16  
100 GRAINGER W W INC COMSTK USD0.50 P 2014-04-23  
50 ALLERGAN INC ISIN US0184901025 S P 2015-01-16  
500 DONALDSON INC COM ISIN US257651 P 2014-12-12  
300 TWENTY-FIRST CENTY FOX INC CL A P 2015-03-31  
100 BECTON DICKINSON CO P 2010-12-16  
200 EXXON MOBIL CORP P 2014-11-07  
200 MONDELEZ INTL INC COM P 2015-04-10  
25 ALPHABET INC CAP STKCL A P 2014-06-09  
25 PRAXAIR INC P 2013-01-24  
100 TWENTY-FIRST CENTY FOX INC CL A P 2015-01-26  
200 NIKE INC CLASS B P 2014-03-25  
20 FACEBOOK INC COM USD0.000006 CL A P 2015-07-16  
100 GRAINGER W W INC COMSTK USD0.50 P 2014-02-13  
300 ALLERGAN INC ISIN US0184901025 P 2011-08-11  
400 DONALDSON INC COM ISIN US257651 P 2010-09-10  
500 TWENTY-FIRST CENTY FOX INC CL A P 2014-10-21  
100 BECTON DICKINSON CO P 2015-09-25  
100 EXXON MOBIL CORP P 2014-09-26  
300 MONDELEZ INTL INC COM P 2014-12-12  
700 VMWARE INC CL A COM P 2014-07-23  
100 ROCHE HLDG LTD SPONSORED ADR ISI P 2013-10-17  
100 TWENTY-FIRST CENTY FOX INC CL A P 2014-05-16  
100 NIKE INC CLASS B P 2011-04-13  
1400 ROCHE HLDG LTD SPONSORED ADR IS P 2013-12-04  
50 GRAINGER W W INC COMSTK USD0.50 P 2014-07-22  
400 ALLERGAN INC ISIN US0184901025 P 2011-08-04  
500 SUNTRUST BANKS INC P 2013-02-07  
500 TWENTY-FIRST CENTY FOX INC CL A P 2014-06-09  
100 BECTON DICKINSON CO P 2015-09-10  
200 EXXON MOBIL CORP P 2013-08-28  
50000 WELLS FARGO BANK NATL ASSOCIAT P 2010-03-19  
450 ORACLE CORP COM ISIN US68389X10 P 2007-11-02  
50 SUNTRUST BANKS INC P 2013-01-28  
50 TWENTY-FIRST CENTY FOX INC CL A P 2015-03-25  
200 NIKE INC CLASS B P 2014-01-30  
1400 ROCHE HLDG LTD SPONSORED ADR IS P 2014-01-31  
100 GRAINGER W W INC COMSTK USD0.50 P 2014-09-26  
50 ALLERGAN INC ISIN US0184901025 S P 2011-08-04  
500 SUNTRUST BANKS INC P 2013-01-23  
500 TWENTY-FIRST CENTY FOX INC CL A P 2014-09-26  
200 DUNKIN BRANDS GROUP INC COM USD0 P 2014-02-13  
200 LOWES COS INC COM ISIN US548661 P 2013-06-07  
300 PNC FINL SVCS GROUP P 2013-10-31  
700 ORACLE CORP COM ISIN US68389X10 P 2007-11-02  
50 TWENTY-FIRST CENTY FOX INC CL A P 2014-05-16  
25 PRAXAIR INC P 2013-04-10  
(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 18,925     18,925
b 12,382   7,191 5,191
c 35,952   34,670 1,282
d 41,297   40,260 1,037
e 18,926   17,336 1,590
41,551   28,979 12,572
16,560   18,728 -2,168
9,474   9,326 148
35,714   20,108 15,606
85,063   72,645 12,418
1,825   1,104 721
1,647   1,748 -101
3,175   2,834 341
29,049     29,049
11,536   7,191 4,345
7,191   6,844 347
249   247 2
19,517   16,667 2,850
7,819   5,796 2,023
9,187   9,202 -15
9,474   9,193 281
21,429   12,335 9,094
28,431   24,215 4,216
11,850   12,905 -1,055
1,917   1,409 508
1,794   1,711 83
17,129   13,003 4,126
26,110   7,881 18,229
107,857   101,414 6,443
5,631   5,522 109
9,463   8,334 1,129
12,343   8,694 3,649
51,671   52,062 -391
4,621   4,663 -42
13,509   8,675 4,834
18,590   17,127 1,463
18,472   10,702 7,770
1,407   1,223 184
3,588   3,486 102
33,961   26,005 7,956
23,276   20,692 2,584
50,000   50,000  
10,035   9,546 489
18,926   16,947 1,979
20,264   14,490 5,774
12,237   18,776 -6,539
28,959   35,813 -6,854
13,599   8,238 5,361
50,910   45,494 5,416
28,386   19,275 9,111
938   825 113
3,588   3,398 190
34,280   25,866 8,414
12,377   7,930 4,447
100,000   98,781 1,219
10,035   9,435 600
40,288   30,898 9,390
16,560   16,678 -118
15,675   8,968 6,707
17,376   20,996 -3,620
20,263   12,358 7,905
28,283   25,606 2,677
4     4
15     15
3,554   2,181 1,373
14,672   13,003 1,669
11,819   7,930 3,889
40,000   40,000  
10,035   9,357 678
5,756   6,772 -1,016
6,624   6,840 -216
23,938   13,452 10,486
25,000   25,000  
13,444   8,225 5,219
7,740   5,610 2,130
1,675   1,215 460
2,804   1,990 814
2,345   1,887 458
48,866   44,083 4,783
75,000   75,000  
50,000   50,000  
15,000   15,000  
17,266   13,321 3,945
99,362   101,342 -1,980
7,742   4,484 3,258
50,000   50,000  
6,795   4,112 2,683
9,214   6,456 2,758
3,623   1,200 2,423
6,039   1,990 4,049
3,852   3,236 616
19,054   13,255 5,799
50,000   51,233 -1,233
45,235   53,049 -7,814
25,000   25,000  
5,877   7,581 -1,704
9,936   10,358 -422
25,750   20,648 5,102
21,327   13,486 7,841
7,999   7,562 437
69,661   58,103 11,558
1,421   1,414 7
2,860   2,214 646
19,054   6,726 12,328
24,822   22,530 2,292
21,118   24,676 -3,558
75,000   75,000  
8,633   11,372 -2,739
6,624   7,365 -741
27,906   16,959 10,947
7,109   6,713 396
22,261   18,540 3,721
12,849   9,684 3,165
1,047   1,344 -297
5,262   6,649 -1,387
382     382
12,734   11,265 1,469
21,118   23,538 -2,420
75,000   75,000  
17,266   13,411 3,855
9,936   10,388 -452
14,343   8,480 5,863
15,960   13,426 2,534
20,914   18,540 2,374
19,350   15,557 3,793
1,047   1,294 -247
64   63 1
13,256   7,191 6,065
89,137   78,094 11,043
52,796   63,832 -11,036
25,000   25,000  
23,508   30,368 -6,860
16,560   17,405 -845
14,165   8,407 5,758
8,967   9,554 -587
22,637   18,540 4,097
19,425   6,755 12,670
161   160 1
2,041   1,469 572
10,939   9,128 1,811
18,902   16,184 2,718
21,542   25,533 -3,991
11,680   10,875 805
14,389   18,884 -4,495
9,936   10,340 -404
13,978   8,412 5,566
17,934   19,376 -1,442
8,366   7,517 849
19,425   14,249 5,176
3,166   2,807 359
3,305   3,426 -121
21,959   14,895 7,064
2,101   1,798 303
21,118   23,903 -2,785
72,465   21,529 50,936
11,511   8,836 2,675
16,560   16,692 -132
15,335   13,963 1,372
8,585   9,499 -914
12,298   11,343 955
40,605   68,153 -27,548
3,577   3,398 179
3,305   3,396 -91
13,256   3,973 9,283
50,333   47,404 2,929
10,559   12,112 -1,553
96,621   206,113 -109,492
19,546   14,361 5,185
16,560   18,111 -1,551
15,335   13,594 1,741
17,170   17,735 -565
50,000   50,000  
16,497   9,934 6,563
2,041   1,485 556
1,652   1,764 -112
23,072   14,749 8,323
50,333   48,083 2,250
21,118   25,201 -4,083
11,680   3,796 7,884
21,074   14,490 6,584
16,560   16,908 -348
9,241   9,804 -563
13,590   8,223 5,367
28,354   22,297 6,057
27,651   15,453 12,198
1,647   1,707 -60
3,175   2,830 345
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       18,925
b       5,191
c       1,282
d       1,037
e       1,590
      12,572
      -2,168
      148
      15,606
      12,418
      721
      -101
      341
      29,049
      4,345
      347
      2
      2,850
      2,023
      -15
      281
      9,094
      4,216
      -1,055
      508
      83
      4,126
      18,229
      6,443
      109
      1,129
      3,649
      -391
      -42
      4,834
      1,463
      7,770
      184
      102
      7,956
      2,584
       
      489
      1,979
      5,774
      -6,539
      -6,854
      5,361
      5,416
      9,111
      113
      190
      8,414
      4,447
      1,219
      600
      9,390
      -118
      6,707
      -3,620
      7,905
      2,677
      4
      15
      1,373
      1,669
      3,889
       
      678
      -1,016
      -216
      10,486
       
      5,219
      2,130
      460
      814
      458
      4,783
       
       
       
      3,945
      -1,980
      3,258
       
      2,683
      2,758
      2,423
      4,049
      616
      5,799
      -1,233
      -7,814
       
      -1,704
      -422
      5,102
      7,841
      437
      11,558
      7
      646
      12,328
      2,292
      -3,558
       
      -2,739
      -741
      10,947
      396
      3,721
      3,165
      -297
      -1,387
      382
      1,469
      -2,420
       
      3,855
      -452
      5,863
      2,534
      2,374
      3,793
      -247
      1
      6,065
      11,043
      -11,036
       
      -6,860
      -845
      5,758
      -587
      4,097
      12,670
      1
      572
      1,811
      2,718
      -3,991
      805
      -4,495
      -404
      5,566
      -1,442
      849
      5,176
      359
      -121
      7,064
      303
      -2,785
      50,936
      2,675
      -132
      1,372
      -914
      955
      -27,548
      179
      -91
      9,283
      2,929
      -1,553
      -109,492
      5,185
      -1,551
      1,741
      -565
       
      6,563
      556
      -112
      8,323
      2,250
      -4,083
      7,884
      6,584
      -348
      -563
      5,367
      6,057
      12,198
      -60
      345
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 2 356,751
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 3 356,751
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      
2012      
2011      
2010      
2009      
2 Total of line 1, column (d) ...................... 2  
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  
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4  
5 Multiply line 4 by line 3....................... 5  
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6  
7 Add lines 5 and 6......................... 7  
8 Enter qualifying distributions from Part XII, line 4.............. 8  
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: 1989-11-09(attach copy of letter if necessary–see instructions)
b 1 N/A
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  
3 Add lines 1 and 2........................... 3  
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5  
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a  
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  
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  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   RefundedBullet 11  
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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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)
    bullet
    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
    Yes
     
    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 ofbulletKIMBERLY PEREIRA Telephone no.bullet (203) 754-0360
    Located atbullet250 COLUMBIA BLVDWATERBURYCT ZIP+4bullet06710
    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
     
     
    .........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
     
     
    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
    BONNIE LEAVENWORTH PRESIDENT
    1.00     		0 0 0
    365 WHITE DEER ROCK ROAD
    WOODBURY,CT06798
    JANET DAYTON DIRECTOR
    1.00     		0 0 0
    249 OLD FARMS RD
    WATERTOWN,CT06795
    PATRICIA EMONS DIRECTOR
    1.00     		0 0 0
    6 PRATTE LANE
    WOLCOTT,CT06716
    ATTY MARY JANE RYAN SECRETARY
    1.00     		0 0 0
    19-21 HOLMES AVENUE
    WATERBURY,CT06702
    ELAINE PUZZO DIRECTOR
    1.00     		0 0 0
    42 AVALON DRIVE AVALON FARMS
    MIDDLEBURY,CT06762
    KIMBERLY PEREIRA TREASURER
    1.00     		0 0 0
    2209 SCOTT ROAD
    CHESHIRE,CT06410
    EILEEN MUDRY VICE PRESIDE
    1.00     		0 0 0
    66 WEDGEWOOD DR
    NAUGATUCK,CT06770
    MARIE ARLENE PELLETIER DIRECTOR
    1.00     		0 0 0
    44 HIGHTOWER ROAD
    SOUTHINGTON,CT06489
    ROSEMARY TESSIER DIRECTOR
    1.00     		0 0 0
    24 DINATALI DR
    WATERBURY,CT06702
    MARY ANN DAUKAS DIRECTOR
    1.00     		0 0 0
    14 CHIPMAN STREET
    WATERBURY,CT06708
    MARY ANN CHIARELLA DIRECTOR
    1.00     		0 0 0
    48 BIRCH STREET
    WATERTOWN,CT06795
    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  
    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.............bullet  
    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 HOME FOR AGED-TOTAL BED CAPACITY IS 35. 952,877
    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 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    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
    9,855,528
    b
    Average of monthly cash balances.......................
    1b
    1,012,880
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    10,868,408
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    10,868,408
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    163,026
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    10,705,382
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    535,269
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
     
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
     
    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
    980,022
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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
    980,022
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    980,022
    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  
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only.......  
    b Total for prior years:20, 20, 20  
    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.........  
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 980,022
    a Applied to 2013, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2014 distributable amount.....  
    e Remaining amount distributed out of corpus 980,022
    5 Excess distributions carryover applied to 2014.    
    (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 5 980,022
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		 
    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) .......     		 
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		 
    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
    1989-11-09
    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
    0       0
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		980,022 1,030,810 863,620 812,453 3,686,905
    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 ....     		980,022 1,030,810 863,620 812,453 3,686,905
    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...     		356,846 356,135 541,635 316,688 1,571,304
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (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
    Total .................................bullet 3a  
    bApproved for future payment
    Total .................................bullet 3b  
    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
    aPROGRAM SERVICE FEES         604,244
    bMISCELLANEOUS         679
    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....     14 201,629  
    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 .............     		    14 356,751  
    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)..   558,380 604,923
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,163,303
    (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.)
    1A ENABLES HOME TO CARRY OUT EXEMPT PURPOSE OF PATIENT CARE.
    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
    SOUTHMAYD HOME INC
     
    Employer identification number

    06-0646903
    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
    SOUTHMAYD HOME INC
          		Employer identification number

    06-0646903
    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
     
     

    C HARRUB TRUST  
    C/O BANK OF AMERICA
     
    WATERBURY, CT06702

    		$7,753


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

    IDA HENRY TRUST  
    C/O BANK OF AMERICA
     
    WATERBURY, CT06702

    		$11,086


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

    HARRIET KIRK TRUST  
    C/O BANK OF AMERICA
     
    WATERBURY, CT06702

    		$11,507


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

    SARAH CHIPMAN TRUST  
    C/O BANK OF AMERICA
     
    WATERBURY, CT06702

    		$16,027


    (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
    SOUTHMAYD HOME INC
          		Employer identification number

    06-0646903
    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
    SOUTHMAYD HOME INC
          		Employer identification number

    06-0646903
    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:  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2014 DepreciationSchedule
    Name:
    SOUTHMAYD HOME INC
    EIN: 06-0646903
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    PER SCHEDULE           50,600   11,856  

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    SOUTHMAYD HOME INC
    EIN: 06-0646903
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 1,852,666 1,852,666

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    SOUTHMAYD HOME INC
    EIN: 06-0646903
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EQUITIES 6,847,771 6,847,771

    TY 2014 InvestmentsGovtObligationsSch
    Name:
    SOUTHMAYD HOME INC
    EIN: 06-0646903
    US Government Securities - End of Year Book Value:

    868,399
    US Government Securities - End of Year Fair Market Value:

    868,339
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2014 LandEtcSchedule2
    Name:
    SOUTHMAYD HOME INC
    EIN: 06-0646903
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    BUILDLINGS 2,026,727 1,663,169 363,558 363,558
    LAND 20,000   20,000 20,000


    TY 2014 OtherAssetsSchedule
    Name:
    SOUTHMAYD HOME INC
    EIN: 06-0646903
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    UNEXPIRED INSURANCE 23,426 27,219 27,219


    TY 2014 OtherDecreasesSchedule
    Name:
    SOUTHMAYD HOME INC
    EIN: 06-0646903
    Description Amount
       


    TY 2014 OtherExpensesSchedule
    Name:
    SOUTHMAYD HOME INC
    EIN: 06-0646903
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    UTILITIES 55,697   13,050 42,647
    MAINTENANCE REPAIRS & SUPPLIE 92,407   21,652 70,755
    FOOD 80,274   18,809 61,465
    MISCELLANEOUS 415   98 317
    LICENSES & DUES 5,352   1,254 4,098
    BANK & INVESTMENT FEES 57,763 51,987 5,776  
    INSURANCE 45,804   10,732 35,072
    OFFICE SUPPLIES & PHONE 36,869   8,639 28,230
    PURCHASED SERVICES 12,271   2,875 9,396


    TY 2014 OtherIncomeSchedule2
    Name:
    SOUTHMAYD HOME INC
    EIN: 06-0646903
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PROGRAM SERVICE FEES 604,244   604,244
    MISCELLANEOUS 679   679


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    SOUTHMAYD HOME INC
    EIN: 06-0646903
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL AND ACCOUNTING 22,695 3,682 5,318 13,695