Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
THE WILLIAM P GOLDMAN AND BROTHERS FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)C/O J KRAINES 47 IRVING STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ARLINGTON, MA02476
A Employer identification number

13-6163100
B Telephone number (see instructions)

(781) 240-1306
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$7,558,131J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 525,000
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 363,147 363,147  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment -9,826
b Gross sales price for all assets on line 6a 300,814
7 Capital gain net income (from Part IV, line 2)... 1,935
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 8,611    
12 Total. Add lines 1 through 11........ 886,932 365,082  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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 5,375      
c Other professional fees (attach schedule).... Click to see attachment 35,010      
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,517      
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 45,785      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 89,687 0   0
25 Contributions, gifts, grants paid....... 424,350 424,350
26 Total expenses and disbursements. Add lines 24 and 25 514,037 0   424,350
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 372,895
b Net investment income (if negative, enter -0-) 365,082
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 77,341 29,026 29,026
2 Savings and temporary cash investments......... 168,453 86,420 86,420
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)....... 3,790,837 Click to see attachment3,797,759 3,797,759
c Investments—corporate bonds (attach schedule)....... 1,204,942 Click to see attachment1,196,884 1,196,884
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,417,653 Click to see attachment2,423,089 2,423,089
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment25,064 Click to see attachment24,953 Click to see attachment24,953
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,684,290 7,558,131 7,558,131
Liabilities 17 Accounts payable and accrued expenses.......... 10,939 7,116
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)......... 10,939 7,116
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 7,673,351 7,551,015
25 Temporarily restricted...............    
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)..... 7,673,351 7,551,015
31 Total liabilities and net assets/fund balances (see instructions). 7,684,290 7,558,131
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
7,673,351
2
Enter amount from Part I, line 27a .....................
2
372,895
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
-495,231
4
Add lines 1, 2, and 3 ..........................
4
7,551,015
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
7,551,015
Form 990-PF (2015)
Form 990-PF (2015)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1a
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
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
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 1,935
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2014 410,093 7,438,496 000.055131
2013 396,179 7,309,253 000.054202
2012 376,756 6,177,797 000.060985
2011 338,857 6,277,805 000.053977
2010 318,301 5,913,109 000.053830
2
Total of line 1, column (d) .....................
2000.278125
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
000.055625
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
5,391,354
5
Multiply line 4 by line 3......................
5
299,894
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
3,651
7
Add lines 5 and 6........................
7
303,545
8
Enter qualifying distributions from Part XII, line 4.............
8
424,350
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2015)
Form 990-PF (2015)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 3,651
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 3,651
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 3,651
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 6,000
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.............. Part VI Line 7 - Tax Paid with the Original Return: 6000 7 6,000
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 2,349
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet2,349 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
 
 
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
     
     
    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)
    bulletNY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletJEFFREY KRAINES Telephone no.bullet (774) 240-1306

    Located atbullet47 IRVING STREETARLINGTONMA ZIP+4bullet02476
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JEFFREY L KRAINES PRESIDENT
    007.50     		0    
    47 IRVING STREET
    ARLINGTON,MA02476
    MERRILL M KRAINES TREASURER
    000.00     		0    
    671 ORCHARD LANE
    FRANKLIN LAKE,NJ07417
    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
     
    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
     
    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 NONE 0
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    5,429,194
    b
    Average of monthly cash balances.......................
    1b
    44,262
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,473,456
    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
    5,473,456
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) Click to see attachment.............................
    4
    82,102
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,391,354
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    269,568
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    269,568
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    3,651
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,651
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    265,917
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    265,917
    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
    265,917
    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 Click to see attachment..........
    1a
    424,350
    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
    424,350
    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
    3,651
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    420,699
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2014     		(c)
    2014     		(d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 265,917
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 15,708
    b Total for prior years:2011, 2012, 2013 332,614
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 424,350
    a Applied to 2014, but not more than line 2a 15,708
    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 2015 distributable amount..... 265,917
    e Remaining amount distributed out of corpus 142,725
    5 Excess distributions carryover applied to 2015.    
    (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 5 142,725
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		332,614
    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 ...........     		332,614
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		142,725
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015.... 142,725
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    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.
    NONE
    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:
    JEFFREY KRAINES
    47 IRVING STREET
    ARLINGTON,MA02476
    (781) 454-9000
    bThe form in which applications should be submitted and information and materials they should include:
    SEE ATTACHED
    cAny submission deadlines:
    NO DEADLINES
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NO RESTRICTIONS
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ADL
    40 COURT STREET
    BOSTON,MA02110     		    SUPPORT 2,500
    ALMALINKS
    520 EIGHT AVE 20TH FLOOR
    NEW YORK,NY10018     		    SUPPORT 1,000
    ALZHEIMER'S ASSOCIATION MA CHAPTER
    480 PLEASANT ST
    WATERTOWN,MA02472     		    SUPPORT 2,500
    AMERICAN GATHERING JEWISH HOLOCAUST SURVIVORS
    122 W20TH STREET
    NEW YORK,NY10001     		    SUPPORT 1,000
    AMERICAN CIVIL LIBERTIES UNION FOUNDATION
    211 CONGRESS STREET
    NEWTON,MA02460     		    SUPPORT 1,000
    AMERICAN FRIENDS MAGEN DAVID ADOM
    29 GRAY BIRCH TERRACE
    BROOKLYN,NY11219     		    SUPPORT 7,500
    AMERICAN FRIENDS OF MEIR PANIM
    5316 NEW UTRECHT AVE
    CHERRY HILL,NJ08003     		    SUPPORT 5,000
    AMERICAN FRIENDS OF NGO MONITOR
    100 SPRINGDALE RD STE A3
    BROOKLYN,NY11210     		    SUPPORT 7,500
    AMERICAN FRIENDS OF THE SHMAYA SCHOOL
    863 E 26 STREET
    BOSTON,MA02241     		    SUPPORT 5,000
    AMERICAN INSTITUTE FOR CANCER RESEARCH
    1759 R ST MW
    BOSTON,MA02110     		    SUPPORT 2,500
    AMERICAN ISRAEL EDUCATION FOUND AIPAC
    70 FRANKLIN ST
    NEW YORK,NY10011     		    SUPPORT 10,000
    AMERICAN JEWISH COMMITTEE
    126 HIGH ST
    BOSTON,MA02110     		    SUPPORT 35,900
    AMERICAN JEWISH HISTORICAL SOCIETY
    15 W 16 STREE
    NEW YORK,NY10110     		    SUPPORT 1,000
    AMERICAN JEWISH WORLD SERVICE
    45 WEST 36 STREET
    NEW YORK,NY10018     		    SUPPORT 1,000
    AMERICAN SOCIATY FOR YAD VASHEM
    500 5TH AVE
    NEW YORK,NY10110     		    SUPPORT 5,000
    AMERICANS FOR PEACE AND TOLERANCE
    15 MAIN STREET
    WATERTOWN,MA02472     		    SUPPORT 5,000
    AMIT
    2800 STONE CLIFF DRIVE 112
    BALTIMORE,MD21209     		    SUPPORT 250
    BELMONT DAY SCHOOL
    55 DAY SCHOOL LANE
    BELMONT,MA02478     		    SUPPORT 1,000
    BELMONT HILL SCH GALLUP MEMORIAL
    350 PROSPECT ST
    BELMONT,MA02478     		    SUPPORT 500
    BELMONT HILL SCHOOL ANNUAL FUND
    350 PROSPECT ST
    BELMONT,MA02478     		    SUPPORT 500
    BEND THE ARC
    330 SEVENTH AVE
    NEW YORK,NY10001     		    SUPPORT 1,000
    BETH EL TEMPLE CENTER
    2 CONCORD AVE
    BELMONT,MA02478     		    SUPPORT 250
    BIRTHRIGHT ISRAEL FOUNDATION
    33 E 33RD STREET
    NEW YORK,NY10016     		    SUPPORT 5,000
    BOSTON JEWISH FILM FESTIVAL
    1001 WATERTOWN ST
    NEWTON,MA02465     		    SUPPORT 1,800
    BROWN UNIVERSITY
    OX 1893
    PROVIDENCE,RI02903     		    SUPPORT 1,000
    CAMERA
    PO BOX 35040
    BOSTON,MA02135     		    SUPPORT 10,000
    CHABAD BOSTON
    121 BEACON STREET UNIT 2
    BOSTON,MA02116     		    SUPPORT 150
    CHABAD CHAI OF BROOKLINE
    105 STPAUL STREET
    BROOKLINE,MA02446     		    SUPPORT 10,300
    CHABAD OF ROSLYN
    75 POWERHOUSE RD
    SLYN HEIGHTS,NY11577     		    SUPPORT 1,000
    CHAI LIFELINE INC
    151 W 30 STREET
    NEW YORK,NY10001     		    SUPPORT 2,500
    CHAMAH
    27 WILLIAM ST
    NEW YORK,NY10005     		    SUPPORT 5,000
    CJP KEMPNER FAMILY FOUNDATION
    126 HIGH ST
    BOSTON,MA02110     		    SUPPORT 1,000
    COLBY FUND
    4320 MAYFLOWER HILL
    WATERVILLE,ME04901     		    SUPPORT 500
    COMBINED JEWISH PHILANTHROPIES
    120 HIGH ST
    BOSTON,MA02110     		    SUPPORT 25,000
    CONGREGATION AHAVAS ZEMACH ZEDEK
    1546 46TH STREET
    BROOKLYN,NY11219     		    SUPPORT 2,000
    DOC EMET PRODUCTIONS
    PO BOX 339
    LEXINGTON,MA02420     		    SUPPORT 5,000
    DOROT INC
    171 WEST 85 ST
    NEW YORK,NY10024     		    SUPPORT 2,500
    EDUCATIONAL INSTITUTE OHOLEI TORAH
    667 EASTERN PARKWAY
    BROOKLYN,NY11213     		    SUPPORT 2,500
    EZER MIZION
    1281 49 ST
    BROOKLYN,NY11219     		    SUPPORT 2,500
    EZRAT ISRAEL INC
    806 EASTERN PARKWAY
    BROOKLYN,NY11213     		    SUPPORT 1,000
    FRIENDS NEW ENGLAND HOLOCAUST MEMORIAL
    126 HIGH ST
    BOSTON,MA02110     		    SUPPORT 1,000
    FRIENDS OF AMCHA
    315 MADISON AVE STE 901
    NEW YORK,NY10017     		    SUPPORT 5,000
    FRIENDS OF ISRAEL DISABLE VETERANS
    1133 BROADWAY SUITE 232
    NEW YORK,NY10010     		    SUPPORT 2,500
    FRIENDS OF THE FORUM
    501 N CLINTON SUITE 903
    CHICAGO,IL60654     		    SUPPORT 1,000
    FRIENDS OF THE ISRAEL DEFENSE FORCES
    154 WELLS AVE
    NEWTON,MA02459     		    SUPPORT 8,500
    FRIENDS OF WESTERN HOSPITAL
    315 MADISON AVE STE 901
    NEW YORK,NY10017     		    SUPPORT 1,000
    HOME OF THE SAGES IN ISRAEL
    25 BIALYSTOKER PLACE
    NEW YORK,NY10002     		    SUPPORT 500
    IDF WIDOWS AND ORPHANS ORGANIZATION
    317 MADISON AVE
    NEW YORK,NY10017     		    SUPPORT 5,000
    ISRAEL GUIDE DOG CENTER FOR THE BLIND
    968 EASTON
    WARRINGTON,PA18976     		    SUPPORT 5,000
    JCAM CHARITABLE FOUNDATION
    189 WELLS AVE
    NEWTON,MA02459     		    SUPPORT 5,000
    JERUSALEM U
    11110 W OADKLNAD BLVD
    SUNRISE,FL33351     		    SUPPORT 5,000
    JEWISH BRAILLE INSTITUTE INTERNATIONAL
    110 E 30 STREET
    NEW YORK,NY10016     		    SUPPORT 2,500
    JEWISH COUNCIL PUBLIC AFFAIRS
    116 E 27 STREET
    NEW YORK,NY10016     		    SUPPORT 5,000
    JEWISH FAMILY & CHILDREN'S SERVICE
    1430 MAIN ST
    WALTHAM,MA02451     		    SUPPORT 12,500
    JEWISH FOUNDATION FOR THE RIGHTEOUS
    305 SEVENTH AVE
    NEW YORK,NY10001     		    SUPPORT 2,500
    JEWISH NATIONAL FUND
    77 FRANKLIN STREET
    BOSTON,MA02110     		    SUPPORT 25,500
    JEWISH POLICY CENTER
    50 F ST NW STE 100
    WASHINGTON,DC20001     		    SUPPORT 1,000
    LAWRENCE ACADEMY
    PO BOX 992
    GROTON,MA01450     		    SUPPORT 500
    LEGAL AID SOCIATY OF SAN DIEGO
    110 S EUCLID AVE
    SAN DIEGO,CA92114     		    SUPPORT 1,000
    MACHINE ISRAEL INC
    770 EASTERN PARKWAY
    BROOKLYN,NY11213     		    SUPPORT 7,500
    MACULA VISION RESEARCH FOUNDATION
    100 FRONT ST
    CONSHOHOCKEN,PA19428     		    SUPPORT 5,000
    MANCHESTER COMMUNITY THEATRE PLAYERS
    698 BEECH ST
    MANCHESTER,NH03104     		    SUPPORT 2,500
    MCC FOUNDATION
    GREAT PATH MS 6
    MANCHESTER,CT06040     		    SUPPORT 2,500
    MEMORIAL SLOAN KETTERING CANCER CENTER
    1275 YORK AVE
    NEW YORK,NY10021     		    SUPPORT 5,000
    MESIVTHA TIFEREITH JERUSALEM OF AMERICA
    145 EBROADWAY
    NEW YORK,NY10002     		    SUPPORT 1,000
    MIDDLE EAST FORUM
    1500 WALNUT ST
    PHILADELPHIA,PA19102     		    SUPPORT 2,000
    MUSEUM OF JEWISH HERITAGE
    36 BATTERY PLACE
    NEW YORK,NY10280     		    SUPPORT 2,000
    NATIONAL YIDISH BOOK CENTER
    1021 WEST ST
    AMHERST,MA01002     		    SUPPORT 1,000
    NEW SECTOR ALLIANCE
    711 ATLANTIC AV
    BOSTON,MA02111     		    SUPPORT 500
    NYU HOSPITAL FOR JOINT DESEASES
    301 E 17 ST
    NEW YORK,NY10003     		    SUPPORT 20,000
    OHEL AYALAH
    3080 BROADWAY
    NEW YORK,NY10027     		    SUPPORT 1,000
    ONE FAMILY FUND
    PO BOX 822732
    PHILADELPHIA,PA19182     		    SUPPORT 15,000
    ORPHAN POOR & SICK FUND
    824 EASTERN PARKWAY
    BROOKLYN,NY11231     		    SUPPORT 2,500
    PALESTINIAN MEDIA WATCH
    980 6TH AVE 3RD FLOOR
    NEW YORK,NY10018     		    SUPPORT 2,500
    PEDAL FOR THE PUZZLE
    325 US HIGHWAY 202-206
    BEDMINSTER,NJ07921     		    SUPPORT 250
    PMC-JIMMY FUND
    77 44TH AVE
    NEEDHAM,MA02494     		    SUPPORT 300
    PRO-CHOICE MASSACHUSETTS FOUNDATION
    15 COURT SQUARE SUITE 900
    BOSTON,MA02108     		    SUPPORT 1,000
    SCHOLARS FOR PEACE IN THE MIDDLE EAST
    PO BOX 30401
    PHILADELPHIA,PA19103     		    SUPPORT 2,500
    SELFHELP COMMUNITY SERVICES INC
    520 EIGHT AVE 5TH FLOOR
    NEW YORK,NY10018     		    SUPPORT 1,000
    SIMON WIESENTHAL CENTER
    1399 S ROXBURY DR
    LOS ANGELES,CA90035     		    SUPPORT 5,000
    SKIDMORE WIESENTHAL CENTER
    815 N BROADWAY
    SARATOGA SPRINGS,NY12866     		    SUPPORT 1,000
    SOUTHERN POVERTY LAW CENTER
    400 WASHINGTON AVE
    MONTGOMERY,AL36104     		    SUPPORT 2,500
    STRASSLER CENTER
    950 MAIN STREET
    WORCESTER,MA01610     		    SUPPORT 1,000
    TEMPLE REYIM
    WASHINGTON STREET
    AUBURNDALE,MA02466     		    SUPPORT 200
    THE DEFIANT REQUIUM FOUNDATION
    PO BOX 6242
    WASHINGTON,DC20015     		    SUPPORT 500
    THE GREATER BOSTON FOOD BANK
    PO BOX 55860
    BOSTON,MA02205     		    SUPPORT 250
    THE HEBREW FREE BURIAL ASSOCIATION
    224 W 35TH STREET
    NEW YORK,NY10001     		    SUPPORT 5,000
    THE KENNETH B SCHWARTZ CENTER
    205 PORTLAND ST
    BOSTON,MA02114     		    SUPPORT 5,500
    THE VILNA SHUL
    18 PHILLIPS STREET
    BOSTON,MA02114     		    SUPPORT 500
    UJA FEDERATION OF NEW YORK
    130 E 59TH STREET
    NEW YORK,NY10022     		    SUPPORT 34,200
    UNITED LUBAVITCHER YESHIVOTH
    841-853 OCEAN PARKWAY
    BROOKLYN,NY11230     		    SUPPORT 12,500
    US HOLOCAUST MEMORIAL MUSEUM
    100 RAOUL WALLENBERG PL SW
    WASHINGTON,DC20024     		    SUPPORT 5,000
    LENCE AWARD
    A 170 LIVING/LEARNING CENTER
    BURLINGTON,VT05405     		    SUPPORT 1,000
    WESLEYAN UNIVERSITY
    318 HIGH ST
    MIDDLETOWN,CT06459     		    SUPPORT 1,000
    WORLD JEWISH CONGRESS FOUNDATION
    PO BOX 11032
    LEWISTON,ME04243     		    SUPPORT 1,000
    YIVO INSTITUTE FOR JEWISH RESEARCH
    15 W 16TH STREET
    NEW YORK,NY10011     		    SUPPORT 2,500
    YOUNG ISRAEL OF BROOKLINE CHARITY FUND
    STREET
    BROOKLINE,MA02446     		    SUPPORT 5,000
    Total .................................bullet 3a 424,350
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    aCONTRIBUTIONS       525,000  
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........     		         
    4 Dividends and interest from securities....     14 363,147  
    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 -9,826  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue:
    aOTHER INCOME     		      8,611  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   886,932  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13886,932
    (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.)
    4 Dividend and interest income on investment
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

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

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


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


    Software ID: 15000290
    Software Version: 15.3.0.0
    Part VI Line 7 - Tax Paid with the Original Return: 6,000


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

    13-6163100
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
    Name of organization
    THE WILLIAM P GOLDMAN AND BROTHERS FOUNDATION INC
          		Employer identification number
    13-6163100
    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
     
     

    ESTATE OF EVELYN KRAINES  
    CO JEFFREY KRAINES 47 IRVING STREET
     
    ARLINGTON, MA02476

    		$ 525,000


    (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) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 3
    Name of organization
    THE WILLIAM P GOLDMAN AND BROTHERS FOUNDATION INC
          		Employer identification number

    13-6163100
    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) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 4
    Name of organization
    THE WILLIAM P GOLDMAN AND BROTHERS FOUNDATION INC
          		Employer identification number

    13-6163100
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

    Additional Data


    Software ID: 15000290
    Software Version: 15.3.0.0

    TY 2015 AccountingFeesSchedule
    Name:
    THE WILLIAM P GOLDMAN AND BROTHERS FOUNDATION INC
    EIN:
    13-6163100
    Software ID:
    15000290
    Software Version:
    15.3.0.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ROCCO J. RICCIARDI 2,750      
    ARMAO LLP 2,625      

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

    TY 2015 GainLossSaleOtherAssetsSch
    Name:
    THE WILLIAM P GOLDMAN AND BROTHERS FOUNDATION INC
    EIN:
    13-6163100
    Software ID:
    15000290
    Software Version:
    15.3.0.0
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    GOLDMAN SACHS 6.125 2010-11 P 2015-11   10,875 10,875        
    VARIOUS   P 2015-06   210,334 222,389     -12,055  
    GOLDMAN SACHS 6.125 2010-11 P 2015-11   12,500 12,500        
    PETROCHINA 2014-08 P 2015-04   4,365 4,365        
    VARIOUS   P 2015-06   44,743 44,743        
    VARIOUS   P 2015-05   15,616 15,663     -47  
    VARIOUS   P 2015-07   69 62     7  
    VARIOUS 2015-12 P 2015-12   377 43     334  

    TY 2015 GeneralExplanationAttachment
    Name:
    THE WILLIAM P GOLDMAN AND BROTHERS FOUNDATION INC
    EIN:
    13-6163100
    Software ID:
    15000290
    Software Version:
    15.3.0.0
    Identifier Return Reference Explanation

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    THE WILLIAM P GOLDMAN AND BROTHERS FOUNDATION INC
    EIN:
    13-6163100
    Software ID:
    15000290
    Software Version:
    15.3.0.0
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 1,196,884 1,196,884

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    THE WILLIAM P GOLDMAN AND BROTHERS FOUNDATION INC
    EIN:
    13-6163100
    Software ID:
    15000290
    Software Version:
    15.3.0.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    PREFERRED SECURITIES 1,020,864 1,020,864
    COMMON STOCKS 2,650,574 2,650,574
    OTHER EQUITIES 126,321 126,321

    TY 2015 InvestmentsOtherSchedule2
    Name:
    THE WILLIAM P GOLDMAN AND BROTHERS FOUNDATION INC
    EIN:
    13-6163100
    Software ID:
    15000290
    Software Version:
    15.3.0.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    EXCHANGE TRADED FUNDS   2,198,705 2,198,705
    MUTUAL FUNDS   224,384 224,384

    TY 2015 OtherAssetsSchedule
    Name:
    THE WILLIAM P GOLDMAN AND BROTHERS FOUNDATION INC
    EIN:
    13-6163100
    Software ID:
    15000290
    Software Version:
    15.3.0.0
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED INTEREST DIVIDENDS 25,064 24,953 24,953


    TY 2015 OtherExpensesSchedule
    Name:
    THE WILLIAM P GOLDMAN AND BROTHERS FOUNDATION INC
    EIN:
    13-6163100
    Software ID:
    15000290
    Software Version:
    15.3.0.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISCELLANEOUS FEES 1,567      
    CHAR FEE 250      
    INVESTMENT MANAGER FEE 42,171      
    FOREGIN TAX 1,797      


    TY 2015 OtherIncomeSchedule2
    Name:
    THE WILLIAM P GOLDMAN AND BROTHERS FOUNDATION INC
    EIN:
    13-6163100
    Software ID:
    15000290
    Software Version:
    15.3.0.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 8,611    


    TY 2015 OtherIncreasesSchedule
    Name:
    THE WILLIAM P GOLDMAN AND BROTHERS FOUNDATION INC
    EIN:
    13-6163100
    Software ID:
    15000290
    Software Version:
    15.3.0.0
    Description Amount
    UNREALIZED GAIN LOSS ON INVESTMENTS -495,231


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    THE WILLIAM P GOLDMAN AND BROTHERS FOUNDATION INC
    EIN:
    13-6163100
    Software ID:
    15000290
    Software Version:
    15.3.0.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    HOLLAND KNIGHT LLP 35,010      


    TY 2015 TaxesSchedule
    Name:
    THE WILLIAM P GOLDMAN AND BROTHERS FOUNDATION INC
    EIN:
    13-6163100
    Software ID:
    15000290
    Software Version:
    15.3.0.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 3,517