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 BOUSTEAD FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 186
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ADIRONDACK, NY128080186
A Employer identification number

52-2097838
B Telephone number (see instructions)

(914) 762-1234
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$3,462,300
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 87,980 87,980  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 140,454
b Gross sales price for all assets on line 6a 1,031,874
7 Capital gain net income (from Part IV, line 2)... 140,454
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)....... 30,476 18,690  
12 Total. Add lines 1 through 11........ 258,910 247,124  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 35,893 35,893   0
17 Interest............... 5,727 5,727   0
18 Taxes (attach schedule) (see instructions)... 4,184 184   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 14,533 14,500   25
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 60,337 56,304   25
25 Contributions, gifts, grants paid....... 180,000 180,000
26 Total expenses and disbursements. Add lines 24 and 25 240,337 56,304   180,025
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 18,573
b Net investment income (if negative, enter -0-) 190,820
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 588,061 198,484 198,484
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)....... 2,460,655 Click to see attachment2,657,895 2,657,895
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 851,645 Click to see attachment505,921 505,921
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment0 Click to see attachment100,000 Click to see attachment100,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,900,361 3,462,300 3,462,300
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 3,900,361 3,462,300
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)..... 3,900,361 3,462,300
31 Total liabilities and net assets/fund balances (see instructions). 3,900,361 3,462,300
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
3,900,361
2
Enter amount from Part I, line 27a .....................
2
18,573
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
4,622
4
Add lines 1, 2, and 3 ..........................
4
3,923,556
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
461,256
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
3,462,300
Form 990-PF (2015)
Form 990-PF (2015)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1 a ENBRIDGE ENERGY PARTNERS L P P    
b PUBLICLY TRADED SECURITIES      
c 400 CAPITAL CREDIT OPPORTUNITIES FUND LP P    
d KKR & CO. L.P. P    
e CAPITAL GAINS DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a       -10
b 1,031,874   892,196 139,678
c       -810
d       1,111
e       485
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       -10
b       139,678
c       -810
d       1,111
e       485
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 2 140,454
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 176,208 3,924,525 0.044899
2013 171,247 3,701,396 0.046266
2012 160,529 3,331,493 0.048185
2011 151,330 3,160,444 0.047883
2010 150,167 3,131,593 0.047952
2
Total of line 1, column (d) .....................
20.235185
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years . . .
3
0.047037
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
3,593,480
5
Multiply line 4 by line 3......................
5
169,027
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,908
7
Add lines 5 and 6........................
7
170,935
8
Enter qualifying distributions from Part XII, line 4.............
8
180,025
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 1,908
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,908
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,908
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 6,066
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 6,066
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 4,158
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet4,158 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)
    bulletNJ
    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 .Click to see attachment
    8b
     
    No
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletDOUGLAS BOUSTEAD Telephone no.bullet (914) 762-1234

    Located atbulletPO BOX 186ADIRONDACKNY ZIP+4bullet128080186
    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
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 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
    DOUGLAS BOUSTEAD PRESIDENT
    1.00
    0 0 0
    PO BOX 186
    ADIRONDACK,NY128080186
    MICHAEL BOUSTEAD SECRETARY/TREASURER
    1.00
    0 0 0
    560 SHADY DELL ROAD
    YORK,PA17403
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,499,771
    b
    Average of monthly cash balances.......................
    1b
    542,511
    c
    Fair market value of all other assets (see instructions)................
    1c
    605,921
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,648,203
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    3,648,203
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    54,723
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,593,480
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    179,674
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    179,674
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    1,908
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
    1,321
    c
    Add lines 2a and 2b............................
    2c
    3,229
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    176,445
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    176,445
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    176,445
    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
    180,025
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    180,025
    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
    1,908
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    178,117
    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 7 176,445
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 174,242
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 180,025
    a Applied to 2014, but not more than line 2a 174,242
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2015 distributable amount..... 5,783
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2015. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    170,662
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015....  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    NORTH COUNTRY SPCA
    23 LAKE SHORE RD
    WESTPORT,NY12993
    N/A TAX EXEMPT CHARITY UNRESTRICTED SUPPORT 20,000
    FRIENDS OF THE SCHROON LAKE LIBRARY
    PO BOX 253
    SCHROON LAKE,NY12870
    N/A TAX EXEMPT LIBRARY S UNRESTRICTED SUPPORT 4,000
    SCHROON LAKE VOLUNTEER FIRE DEPARTMENT
    PO BOX 456
    SCHROON LAKE,NY12870
    N/A TAX EXEMPT CHARITY UNRESTRICTED SUPPORT 20,000
    ALLEGHENY COLLEGE - ANNUAL FUND
    520 NORTH MAIN STREET
    MEADVILLE,PA16335
    N/A TAX EXEMPT COLLEGE UNRESTRICTED SUPPORT 20,000
    ADIRONDACK MARATHON INC
    PO BOX 583
    SCHROON LAKE,NY12870
    N/A TAX EXEMPT CHARITY UNRESTRICTED SUPPORT 1,000
    SPCA OF UPSTATE NEW YORK INC
    588 QUEENSBURY AVENUE
    QUEENSBURY,NY12804
    N/A TAX EXEMPT CHARITY UNRESTRICTED SUPPORT 5,000
    GUIDING EYES FOR THE BLIND
    611 GRANITE SPRINGS ROAD
    YORKTOWN HEIGHTS,NY10598
    N/A TAX EXEMPT CHARITY UNRESTRICTED SUPPORT 5,000
    CYSTIC FIBROSIS FOUNDATION
    6931 ARLINGTON ROAD
    BETHESDA,MD20814
    N/A TAX EXEMPT CHARITY UNRESTRICTED SUPPORT 5,000
    YORK COLLEGE OF PENNSYLVANIA
    441 COUNTRY CLUB ROAD
    YORK,PA17403
    N/A TAX EXEMPT CHARITY UNRESTRICTED SUPPORT 12,500
    ST MATTHEWS LUTHERAN EVANGELICAL CHURCH
    839 WEST MARKET ST
    YORK,PA17404
    N/A TAX EXEMPT CHURCH UNRESTRICTED SUPPORT 20,000
    CAPE MAY BIRD OBSERVATORY
    PO BOX 3
    CAPE MAY POINT,NJ08212
    N/A TAX EXEMPT CHARITY UNRESTRICTED SUPPORT 1,500
    SUSQUEHANNA UNIVERSITY
    514 UNIVERSITY AVE
    SELINSGROVE,PA17870
    N/A TAX EXEMPT CHARITY UNRESTRICTED SUPPORT 10,000
    SPIRITRUST LUTHERAN FOUNDATION
    1050 PENNSYLVANIA AVE
    YORK,PA17404
    N/A TAX EXEMPT CHARITY UNRESTRICTED SUPPORT 30,000
    YORK COUNTY COMMUNITY FOUNDATION
    14 WEST MARKET ST
    YORK,PA17401
    N/A TAX EXEMPT CHARITY UNRESTRICTED SUPPORT 5,000
    YORK SUBURBAN EDUCATION FOUNDATION
    1800 HOLLYWOOD DR
    YORK,PA17403
    N/A TAX EXEMPT CHARITY UNRESTRICTED SUPPORT 1,000
    SUSQUEHANNA UNIVERSITY
    514 UNIVERSITY AVE
    SELINSGROVE,PA17870
    N/A TAX EXEMPT CHARITY UNRESTRICTED SUPPORT 10,000
    CRANE MOUNTAIN VALLEY HORSE RESCUE INC
    7556 NYS 9N
    WESTPORT,NY12993
    N/A TAX EXEMPT CHARITY UNRESTRICTED SUPPORT 3,000
    AMERICAN BIRD CONSERVANCY
    PO BOX 249
    THE PLAINS,VA20198
    N/A TAX EXEMPT CHARITY UNRESTRICTED SUPPORT 4,000
    CORNELL LAB OF ORNITHOLOGY
    C/O P H BARTELS 289 GREENWICH AVE
    GREENWICH,CT06830
    N/A TAX EXEMPT CHARITY UNRESTRICTED SUPPORT 3,000
    Total .................................bullet 3a 180,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........
             
    4 Dividends and interest from securities....     14 87,980  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property
             
    7 Other investment income.....     14 11,557  
    8
    Gain or (loss) from sales of assets other than inventory ............
        18 140,454  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue:
    a400 CAPITAL CREDIT OPPORTUNITIES FUND LP
    523000 9,804 14 9,115  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 9,804 249,106 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13258,910
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

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

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 ExplnOfNonFilingWithAGStmt
    Name:
    THE BOUSTEAD FAMILY FOUNDATION INC
    EIN:
    52-2097838
    Statement:
    THE STATE OF NEW JERSEY DOES NOT REQUIRE A COPY OF THE 990-PF BE FILED WITH THE ATTORNEY GENERAL'S OFFICE FOR THIS FOUNDATION, AS IT RECEIVES NO PUBLIC SUPPORT.

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    THE BOUSTEAD FAMILY FOUNDATION INC
    EIN:
    52-2097838
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ADOBE SYS INC COM 29,685 29,685
    ALBEMARLE CORP COM 2,801 2,801
    ALEXANDER & BALDWIN INC 2,684 2,684
    ALEXANDER & BALDWIN INC NEW 19,456 19,456
    ALLEGHANY CORPDEL COM 4,301 4,301
    ALLERGAN PLC COM SHS 30,625 30,625
    ALPHABET INC CAP STK CL C 43,254 43,254
    ALTRIA GROUPINC 21,538 21,538
    AMER EAGLE OUTFITTERS 11,687 11,687
    AMERICAN TOWER REIT 47,409 47,409
    AMPHENOL CORPCL A NEW 4,283 4,283
    ANTERO RES CORP COM 12,906 12,906
    ATWOOD OCEANICS INC 11,959 11,959
    BAIDU COM INC SPONS ADR REPSTG ORD SHS 16,636 16,636
    BALL CORP COM 2,764 2,764
    BJS RESTAURANTS INC COM 59,076 59,076
    BLACKROCK INC 43,927 43,927
    BLOCK H&R INC 11,592 11,592
    BRAVO BRIO RESTAURANT GROUP INC 12,087 12,087
    BRISTOL-MYERS SQUIBB CO 8,668 8,668
    BROWN FORMAN CORP CL B 20,253 20,253
    CA INC 9,967 9,967
    CABELAS INC 35,328 35,328
    CALPINE 21,879 21,879
    CARMAX INC 3,832 3,832
    CARNIVAL CORPPAIRED SHS 9,480 9,480
    CHEVRON CORP 5,937 5,937
    CHICAGO BRIDGE & IRON CO N V 12,478 12,478
    CHIPOTLE MEXICAN GRILL INC COM 11,037 11,037
    CINN FINCL CRPOHIO 8,461 8,461
    CINTAS CORPOHIO 5,281 5,281
    CISCOSYSTEMS INC COM 7,685 7,685
    CME GROUP INC COM 25,730 25,730
    COCA COLA COM 5,241 5,241
    COMMUNICATIONS SALES AND LEASING INCSHS 5,009 5,009
    CONOCOPHILLIPS 7,050 7,050
    CONSOL ENERGY INC COM 9,046 9,046
    COOPER COS INC COM NEW 19,459 19,459
    COPARTINC COM 2,699 2,699
    CORRECTIONS CORP OF AMER 37,563 37,563
    CUSTOMERS BANCORP INC COM 18,047 18,047
    CVS HEALTH CORP COM 69,905 69,905
    DANA HLDG CORP 17,650 17,650
    DECKERS OUTDOORS CORP 20,721 20,721
    DELPHI AUTOMOTIVE PLC SHS 25,548 25,548
    DINEEQUITY INC COM 30,989 30,989
    DOLLARTREEINC 5,946 5,946
    DOMINION RESINC NEWVA 4,735 4,735
    DOVERCORP 2,759 2,759
    DST SYSTEMS INC DEL 34,560 34,560
    DUKE ENERGY CORP NEW 6,282 6,282
    EATON VANCE CORP NVT 17,091 17,091
    EBAY INC COM 26,353 26,353
    EDGEWELL PERSCARECO 2,665 2,665
    ELI LILLY & CO 8,763 8,763
    ENBRIDGE ENERGY PARTNERS LP 28,261 28,261
    ENERGIZER HOLDINGS INC SHS WHEN ISSUED 28,474 28,474
    FACEBOOK INC CL A 28,257 28,257
    FEDEX CORP COM 24,582 24,582
    FIRST INDL REALTY TR INC 6,506 6,506
    FIRST INDL REALTY TR INC REIT 32,243 32,243
    GATX CORPORATION 24,807 24,807
    GENERAL ELECTRIC 13,114 13,114
    GENL DYNAMICS CORP COM 12,500 12,500
    HASBRO INC COM 15,021 15,021
    INTEL CORP 9,612 9,612
    INTUIT INC. 30,108 30,108
    ITC HOLDINGS INC. 42,076 42,076
    JOHNSON & JOHNSON COM 24,858 24,858
    JP MORGAN CHASE & CO COM 29,317 29,317
    KAMAN CORP COM 13,875 13,875
    KINDERMORGAN INC. DEL 9,429 9,429
    LANDSTAR SYS INC COM 25,337 25,337
    LIBERTY INTERACTIVE CORP QVC GROUP COM 33,358 33,358
    LOWE'S COMPANIES INC 10,798 10,798
    M&T BANK CORPORATION 3,999 3,999
    MATSON INC 29,329 29,329
    MBIA INC COM 15,157 15,157
    MICROSOFT CORP 7,323 7,323
    MRC GLOBAL INC 10,268 10,268
    NETAPPINC 2,680 2,680
    NEWMARKET CORP 68,150 68,150
    NEXTERA ENERGY INC COM 25,141 25,141
    NIELSEN HOLDINGS PLC SHS 26,888 26,888
    NOODLES & CO COM CL A 5,746 5,746
    NORFOLK SOUTHERN CORP 9,812 9,812
    NRG YIELD INC CL C 5,520 5,520
    NRG YIELD INC COM CL A 5,202 5,202
    NXP SEMICONDUCTORS NV COM 14,828 14,828
    OLD DOMINION FGHT LINES 2,540 2,540
    OLIN CORP $1 NEW 26,995 26,995
    ORBITAL ATK INC SHS 63,878 63,878
    PAYCHEX INC 11,001 11,001
    PAYPAL HLDGS INC COM 26,571 26,571
    PFIZERINC 10,523 10,523
    PPG INDUSTRIES INC 20,555 20,555
    PRICELINE GRP INC COM NEW 17,849 17,849
    PRICESMART INC 36,931 36,931
    PULTEGROUP 3,350 3,350
    REYNOLDS AMERICAN INC 9,276 9,276
    SALEM COMMUNICATIONS CORP DEL CL A 18,954 18,954
    SCHWAB CHARLES CORP NEW COM 16,597 16,597
    SERVICE CORP INTL 41,892 41,892
    SPDR S&P 500ETF 81,548 81,548
    SPDR S&P MIDCAP 400ETF 50,808 50,808
    SS&C TECHNOLOGIES HLDGS INC COM 25,465 25,465
    STURM RUGER&CO INC 25,811 25,811
    SUPERIOR ENERGY SVCS INC 21,660 21,660
    SYMANTECCORP COM 2,919 2,919
    SYNCHRONY FINL COM 29,528 29,528
    TEEKAY CORP. 6,702 6,702
    TEJON RANCH CO PV 0.50 9,039 9,039
    TEMPLETON GLOBAL BOND FUND 65,071 65,071
    TEMPUR SEALY INTL INC 53,056 53,056
    TENET HEALTHCARE CORP COM NEW 31,422 31,422
    THE MOSAIC COMPANY 7,339 7,339
    THE SOUTHERN COMPANY 3,092 3,092
    TREDEGAR CORP VIRGINIA 6,905 6,905
    UNION PAC CORP COM 28,621 28,621
    USG CORP COM NEW 31,796 31,796
    VALEANT PHARMACEUTICALS INTL 11,588 11,588
    VERISK ANALYTICS INC. 28,830 28,830
    VERIZON COMMUNICATNS COM 5,454 5,454
    VISA INC COM 27,840 27,840
    VISTA OUTDOOR INC SHS 35,920 35,920
    VOYA FINL INC SHS 2,805 2,805
    VULCAN MATERIALS CO 3,324 3,324
    WADDELL & REED FINL A 22,842 22,842
    WELLS FARGO & CO NEW COM 26,636 26,636
    WELLS FARGO & CO NEW DEL 12,231 12,231
    WHIRLPOOL CORP 2,937 2,937
    WHITE MTNS INS GRP LTD 27,619 27,619
    WORLD FUEL SERVICES CRP 12,153 12,153
    ZOETIS INC CL A 24,679 24,679

    TY 2015 InvestmentsOtherSchedule2
    Name:
    THE BOUSTEAD FAMILY FOUNDATION INC
    EIN:
    52-2097838
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    400 CAPITAL LP FMV 505,921 505,921

    TY 2015 OtherAssetsSchedule
    Name:
    THE BOUSTEAD FAMILY FOUNDATION INC
    EIN:
    52-2097838
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DISTRIBUTION RECEIVABLE 0 100,000 100,000


    TY 2015 OtherDecreasesSchedule
    Name:
    THE BOUSTEAD FAMILY FOUNDATION INC
    EIN:
    52-2097838
    Description Amount
    UNREALIZED LOSS ON SECURITIES 410,316
    UNREALIZED LOSS ON 400 CAPITAL CREDIT OPPORTUNITIES FUND LP 42,130
    UNREALIZED LOSS ON OTHER PASSTHROUGH ENTITIES 8,810


    TY 2015 OtherExpensesSchedule
    Name:
    THE BOUSTEAD FAMILY FOUNDATION INC
    EIN:
    52-2097838
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSE 50 25   25
    OTHER DEDUCTIONS FROM PASS THROUGH ENTITIES 14,483 14,475   0


    TY 2015 OtherIncomeSchedule2
    Name:
    THE BOUSTEAD FAMILY FOUNDATION INC
    EIN:
    52-2097838
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME FROM PASS THROUGH ENTITIES 9,575 9,575 9,575
    NONDIVIDEND DISTRIBUTIONS 1,982 0 1,982
    400 CAPITAL CREDIT OPPORTUNITIES FUND LP 18,919 9,115 18,919


    TY 2015 OtherIncreasesSchedule
    Name:
    THE BOUSTEAD FAMILY FOUNDATION INC
    EIN:
    52-2097838
    Description Amount
    MLP DISTRIBUTIONS 4,622


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    THE BOUSTEAD FAMILY FOUNDATION INC
    EIN:
    52-2097838
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 35,864 35,864   0
    400 CAPITAL CREDIT OPPORTUNITIES FUND LP 29 29   0


    TY 2015 TaxesSchedule
    Name:
    THE BOUSTEAD FAMILY FOUNDATION INC
    EIN:
    52-2097838
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 4,000 0   0
    FOREIGN TAXES 184 184   0