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
CAIL FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)99 FLORENCE ST BLDG N 60 APT 3C
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHESTNUT HILL, MA02467
A Employer identification number

20-2034269
B Telephone number (see instructions)

(781) 769-5858
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$1,780,996J 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) 250,000
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 245 245  
4 Dividends and interest from securities... 75,913 75,874  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 48,685
b Gross sales price for all assets on line 6a 152,657
7 Capital gain net income (from Part IV, line 2)... 48,685
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 105 105  
12 Total. Add lines 1 through 11........ 374,948 124,909  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 5,000 5,000   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 5,106 647   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 6,426 6,426   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 16,532 12,073   0
25 Contributions, gifts, grants paid....... 202,900 202,900
26 Total expenses and disbursements. Add lines 24 and 25 219,432 12,073   202,900
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 155,516
b Net investment income (if negative, enter -0-) 112,836
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............. 51,522    
2 Savings and temporary cash investments......... 5,597 5,367 5,367
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).......      
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).......... 1,424,778 Click to see attachment1,500,907 1,775,629
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,481,897 1,506,274 1,780,996
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) Click to see attachment0 Click to see attachment33,027
23 Total liabilities (add lines 17 through 22)......... 0 33,027
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 1,481,897 1,473,247
30 Total net assets or fund balances (see instructions)..... 1,481,897 1,473,247
31 Total liabilities and net assets/fund balances (see instructions). 1,481,897 1,506,274
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
1,481,897
2
Enter amount from Part I, line 27a .....................
2
155,516
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,637,413
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
164,166
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
1,473,247
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 2500 ALPS ETF TR ALERIAN MLP P 2014-04-28 2015-01-22
b 1350 COHEN & STEERS CLOSEDENDED OPPO COM P 2013-07-10 2015-06-23
c 920 ALPS ETF TR ALERIAN MLP P 2010-10-13 2015-01-22
d 400 ALPS ETF TR ALERIAN MLP P 2010-11-08 2015-01-22
e 450 ALPS ETF TR ALERIAN MLP P 2010-11-08 2015-01-22
168 CANOE EIT INCOME FD P 2011-01-04 2015-01-09
1526 MORGAN STANLEY GROWTH PORTFOLIO CL A P 2014-11-10 2015-12-28
FROM K-1 KKR P 2014-12-31 2015-12-31
FROM K-1 KKR P 2014-12-31 2015-12-31
(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 43,056   44,275 -1,219
b 16,886   17,149 -263
c 15,845   11,420 4,425
d 6,889   5,015 1,874
e 7,750   5,629 2,121
1,914   2,508 -594
60,000   17,962 42,038
    14 -14
317     317
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       -1,219
b       -263
c       4,425
d       1,874
e       2,121
      -594
      42,038
      -14
      317
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 48,685
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 203,049 1,608,886 0.126205
2013 190,642 1,407,772 0.135421
2012 188,449 1,293,868 0.145648
2011 146,003 1,238,455 0.117891
2010 89,136 1,072,114 0.083140
2
Total of line 1, column (d) .....................
20.608305
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
0.121661
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
1,673,582
5
Multiply line 4 by line 3......................
5
203,610
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,128
7
Add lines 5 and 6........................
7
204,738
8
Enter qualifying distributions from Part XII, line 4.............
8
202,900
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2015)
Form 990-PF (2015)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 2,257
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,257
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,257
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 2,640
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 2,640
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 5
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 10 378
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet378 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 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. Click to see attachment...............................
    10
    Yes
     
    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 ofbulletKELLY A BERARDI Telephone no.bullet (781) 407-0300

    Located atbullet34 SOUTHWEST PARKWESTWOODMA ZIP+4bullet02090
    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
    MILTON CAIL TRUSTEE
    0.25     		0 0 0
    99 FLORENCE ST BUILDING N 3C
    CHESTNUT HILL,MA02467
    LOIS CAIL TRUSTEE
    0.25     		0 0 0
    99 FLORENCE ST BUILDING N 3C
    CHESTNUT HILL,MA02467
    FAITH KAPLAN TRUSTEE
    0.25     		0 0 0
    336 COUNTRY CLUB RD
    NEWTON CENTRE,MA02459
    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
    1,659,329
    b
    Average of monthly cash balances.......................
    1b
    39,739
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,699,068
    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
    1,699,068
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    25,486
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,673,582
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    83,679
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    83,679
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    2,257
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,257
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    81,422
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    81,422
    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
    81,422
    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
    202,900
    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
    202,900
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    202,900
    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 81,422
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 89,634
    b From 2011...... 85,004
    c From 2012...... 124,568
    d From 2013...... 121,819
    e From 2014...... 127,829
    fTotal of lines 3a through e........ 548,854
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 202,900
    a Applied to 2014, but not more than line 2a 0
    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..... 81,422
    e Remaining amount distributed out of corpus 121,478
    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 5 670,332
    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 ..........     		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) .......     		0
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		89,634
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		580,698
    10 Analysis of line 9:
    a Excess from 2011.... 85,004
    b Excess from 2012.... 124,568
    c Excess from 2013.... 121,819
    d Excess from 2014.... 127,829
    e Excess from 2015.... 121,478
    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
    ADOPT A PLATOON
    PO BOX 5038
    HAGERSTOWN,MD21741     		  PUBLIC CHARITY TO SUPPORT THE CAUSE 500
    ALZHEIMER ASSOCIATION
    480 PLEASANT ST
    WATERTOWN,MA02472     		  PUBLIC CHARITY TO SUPPORT RESEARCH FOR A CURE 1,250
    AMERICA'S VETDOGS
    371 E MAIN ST
    SMITHTOWN,NY11787     		  PUBLIC CHARITY PROVIDE SERVICE DOGS TO SEVERELY WOUNDED VETERANS 500
    AMERICAN DIABETES ASSOCIATION
    PO BOX 1833
    MERRIFIELD,VA22116     		  PUBLIC CHARITY SUPPORT FOR PROGRAM 1,500
    AMERICAN RED CROSS
    139 MAIN ST
    CAMBRIDGE,MA02142     		  PUBLIC CHARITY SUPPORT THE ORGANIZATION TO CONTINUE ITS PROGRAMS 2,000
    ARTHRITIS FOUNDATION
    PO BOX 96280
    WASHINGTON,DC20090     		  PUBLIC CHARITY HELP EFFORTS TO PROVIDE HELP AND HOPE 1,000
    ASPCA
    424 EAST 92ND STREET
    NEW YORK,NY101286804     		  PUBLIC CHARITY SUPPORT FOR PROGRAM 500
    BAILEY'S TEAM
    164 WESTSIDE AVENUE
    NORTH ATTLEBORO,MA02760     		  PUBLIC CHARITY SUPPORT INDIVIDUALS & FAMILIES LIVING WITH AUTISM 1,000
    BETH ISRAEL DEACONESS
    33 BROOKLINE AVE
    BOSTON,MA02215     		  PUBLIC CHARITY PROVIDE ADVANCED HEALTH CARE 20,000
    BINA FARM CENTER
    207 UNION ST
    NATICK,MA01760     		  PUBLIC CHARITY SUPPORT FOR THE PROGRAM 500
    BOSTON CHILDRENS HOSPITAL
    300 LONGWOOD AVE
    BOSTON,MA02115     		  PUBLIC CHARITY SUPPORT FOR PROGRAM 750
    BOYS & GIRLS CLUBS OF NEWTON
    50 CONGRESS ST
    BOSTON,MA02109     		  PUBLIC CHARITY SUPPORT FOR THE PROGRAM 500
    BOYS TOWN
    200 FLANAGAN BLVD
    BOYSTOWN,NE68010     		  PUBLIC CHARITY SUPPORT FOR THE PROGRAM 1,000
    BRIGHAM AND WOMEN'S HOSPITAL
    116 HUNTINGTON AVE
    BOSTON,MA02116     		  PUBLIC CHARITY SUPPORT FOR THE PROGRAM 10,000
    CARE
    151 ELLIS STREET
    ATLANTA,GA30303     		  PUBLIC CHARITY SUPPORT FOR THE PROGRAM 1,500
    CAREER COLLABORATIVE
    77 SUMMER STREET
    BOSTON,MA02110     		  PUBLIC CHARITY SUPPORT FOR THE PROGRAM 500
    CATHOLIC RELIEF SERVICES
    228 W LEXINGTON STREET
    BALTIMORE,MD212013443     		  PUBLIC CHARITY SUPPORT FOR THE PROGRAMS 1,000
    COMBINED JEWISH PHILANTHROPIES
    126 HIGH STREET
    BOSTON,MA02110     		  PUBLIC CHARITY SUPPORT FOR THE PROGRAMS 38,000
    COMPANION FOR HEROES
    PO BOX 7328
    FAIRFAX STATION,VA22039     		  PUBLIC CHARITY BRING TOGETHER VETERANS AND PETS 1,000
    CROHN'S & COLITIS
    386 PARK AVENUE SOUTH
    NEW YORK,NY10016     		  PUBLIC CHARITY SUPPORT FOR THE PROGRAMS 500
    CYSTIC FIBROSIS FOUNDATION
    PO BOX 52074
    PHOENIX,AZ85072     		  PUBLIC CHARITY SUPPORT FOR PROGRAM 1,500
    DANA FARBER CANCER INSTITUTE
    44 BINNEY STREET
    BOSTON,MA02115     		  PUBLIC CHARITY SUPPORT FOR THE PROGRAMS 5,000
    DOCTORS WITHOUT BORDERS
    PO BOX 5022
    HAGERSTOWN,MA21741     		  PUBLIC CHARITY SUPPORT FOR THE PROGRAMS 3,500
    EASTER SEALS
    484 MAIN ST
    WORCESTER,MA01608     		  PUBLIC CHARITY SUPPORT FOR THE PROGRAMS 500
    FEEDING AMERICA
    35 E WACKER DRIVE
    CHICAGO,IL606012200     		  PUBLIC CHARITY SUPPORT FOR THE PROGRAMS 1,000
    FOREVER HOME RESCUE NEW ENGLAND
    106 ADAMS STREET
    MEDFIELD,MA02052     		  PUBLIC CHARITY SUPPORT FOR THE PROGRAMS 500
    GENTLY GIANTS DRAFT HORSE RESCUE
    17250 OLD FREDERICK RD
    MT AIRY,MD21771     		  PUBLIC CHARITY SUPPORT FOR THE PROGRAMS 100
    GREATER BOSTON FOOD BANK
    70 SOUTH BAY AVE
    BOSTON,MA02118     		  PUBLIC CHARITY SUPPORT FOR THE PROGRAMS 1,000
    HABITAT FOR HUMANITY
    PO BOX 1509
    AMERICUS,GA31709     		  PUBLIC CHARITY SUPPORT FOR PROGRAM 1,000
    HEBREW COLLEGE
    160 HERRICK ROAD
    NEWTON CENTRE,MA02459     		  PUBLIC CHARITY SUPPORT FOR THE PROGRAM 27,200
    HEIFER INTERNATIONAL
    1 WORLD AVENUE
    LITTLE ROCK,AR72202     		  PUBLIC CHARITY SUPPORT FOR THE PROGRAMS 1,000
    HELP OUR WOUNDED
    PO BOX 96361
    WASHINGTON,DC20090     		  PUBLIC CHARITY SUPPORT FOR THE PROGRAMS 500
    HILLEL INTERNATIONAL
    800 EIGHTH STREET NW
    WASHINGTON,DC200013724     		  PUBLIC CHARITY SUPPORT FOR THE PROGRAMS 500
    HOME FOR LITTLE WANDERERS
    271 HUNTINGTON AVE
    BOSTON,MA02115     		  PUBLIC CHARITY SUPPORT FOR THE PROGRAMS 1,000
    JEWISH COMMUNITY CENTERS OF GREATER BOSTON
    333 NAHANTON ST
    NEWTON,MA02459     		  PUBLIC CHARITY SUPPORT FOR PROGRAMS 20,000
    JEWISH COMMUNITY HOUSING FOR ELDERLY
    30 WALLINGFORD ROAD
    BRIGHTON,MA02135     		  PUBLIC CHARITY SUPPORT FOR THE PROGRAMS 10,000
    JEWISH DISASTER RELIEF FUND
    17469 ZIA CAPRI
    BOCA RATON,FL33428     		  PUBLIC CHARITY SUPPORT FOR THE PROGRAMS 500
    JEWISH FAMILY & CHILD SERVICES
    1430 MAIN ST
    WALTHAM,MA02451     		  PUBLIC CHARITY SUPPORT FOR PROGRAM 500
    JEWISH FEDERATION OF SOUTH PALM BEACH
    9901 DONNA KLEIN BLVD
    BOCA RATON,FL33428     		  PUBLIC CHARITY SUPPORT FOR THE PROGRAM 1,000
    JEWISH INSTITUE FOR NATIONAL SECURITY AFFAIRS
    1307 NEW YORK AVE
    WASHINTON,DC20005     		  PUBLIC CHARITY SUPPORT FOR THE PROGRAM 500
    KIDS WISH NETWORK
    4060 LOUIS AVE
    HOLIDAY,FL34691     		  PUBLIC CHARITY SUPPORT FOR PROGRAM 500
    LEUKEMIA & LYMPHOMA SOCIETY
    PO BOX 9031
    PITTSFIELD,MA01202     		  PUBLIC CHARITY SUPPORT FOR THE PROGRAMS 1,000
    MACULAR DEGENERATION RESEARCH
    22512 GATEWAY CENTER DRIVE
    CLARKSBURG,MD20871     		  PUBLIC CHARITY SUPPORT FOR THE PROGRAMS 1,000
    MADD
    511 E JOHN CARPENTER FRWY
    IRVING,TX75062     		  PUBLIC CHARITY SUPPORT FOR THE PROGRAM 500
    MARCH OF DIMES
    114 TURNPIKE ROAD
    WESTBOROUGH,MA01581     		  PUBLIC CHARITY TO SUPPORT THEIR CAUSE 1,000
    MASSACHUSETTS HOUSING AND SHELTER ALLIANCE
    PO BOX 120070
    BOSTON,MA02112     		  PUBLIC CHARITY SUPPORT FOR PROGRAM 500
    MORGAN MEMORIAL
    PO BOX 55009
    BOSTON,MA02205     		  PUBLIC CHARITY SUPPORT FOR THE PROGRAMS 1,000
    MUSCULAR DYSTROPHY ASSOC
    3300 EAST SUNRISE DR
    TUCSON,AZ85718     		  PUBLIC CHARITY SUPPORT FOR PROGRAM 500
    MUSEUM OF FINE ARTS
    465 HUNTINGTON AVE
    BOSTON,MA02115     		  PUBLIC CHARITY SUPPORT FOR THE PROGRAMS 500
    NATIONAL GEOGRAPHIC SOCIETY
    1145 17TH STREET
    WASHINGTON,DC20036     		  PUBLIC CHARITY SUPPORT FOR THE PROGRAM 500
    NATIONAL FOUNDATION FOR CANCER RESEARCH
    4600 EAST WEST HIGHWAY
    BETHESDA,MD20814     		  PUBLIC CHARITY SUPPORT FOR THE PROGRAMS 1,500
    NEWTON COMMUNITY DEVEOPMENT FOUNDATION
    425 WATERTOWN STREET
    NEWTON,MA02458     		  PUBLIC CHARITY SUPPORT FOR THE PROGRAM 500
    OLD COLONY COUNCIL BSA
    2438 WASHINGTON ST
    CANTON,MA02021     		  PUBLIC CHARITY SUPPORT FOR PROGRAM 1,000
    OXFAM AMERICA
    PO BOX 7011
    ALBERTLEA,MN56007     		  PUBLIC CHARITY SUPPORT FOR THE PROGRAM 2,500
    OUTSIDE THE BOX
    300 FIRST AVE
    NEEDHAM,MA02494     		  PUBLIC CHARITY SUPPORT FOR THE PROGRAM 500
    PARALYZED VETERANS OF AMERICA
    801 EIGHTEENTH STREET NW
    WASHINHTON,DC20006     		  PUBLIC CHARITY SUPPORT VETERANS WHO HAVE EXPERIENCED SPINAL CORD IN 1,000
    PARKINSONS DISEASE FOUNDATION
    135 PARKINSON AVE
    STATEN ISLAND,NY10305     		  PUBLIC CHARITY SUPPORT FOR THE CAUSE 1,500
    PAWS FOR PURPLE HEARTS
    5860 LABATH AVENUE
    ROHNERT PARK,CA94928     		  PUBLIC CHARITY SUPPORT FOR THE CAUSE 500
    PERKINS SCHOOL FOR THE BLIND
    175 NORTH BEACON STREET
    WATERTOWN,MA02472     		  PUBLIC CHARITY SUPPORT FOR THE PROGRAMS 3,000
    PINE STREET INN
    444 HARRISON AVE
    BOSTON,MA02118     		  PUBLIC CHARITY HELP FOR THE HOMELESS 1,000
    PLANNED PARENTHOOD
    PO BOX 97166
    WASHINHTON,DC20077     		  PUBLIC CHARITY SUPPORT FOR THE CAUSE 500
    PMC JIMMY FUND
    101 HUNTINGTON AVE
    BOSTON,MA02199     		  PUBLIC CHARITY SUPPORT FOR THE CAUSE 250
    PROGERIA RESEARCH FOUNDATION
    PO BOX 3453
    PEABODY,MA019613453     		  PUBLIC CHARITY SUPPORT FOR THE CAUSE 500
    PROJECT BREAD
    145 BORDER STREET
    EAST BOSTON,MA021281903     		  PUBLIC CHARITY SUPPORT TO END HUNGER 1,000
    PROJECT HOPE
    PO BOX 35391
    BRIGHTON,MA02168     		  PUBLIC CHARITY TO HELP POVERTY AROUND THE WORLD 1,000
    ROSIE'S PLACE
    889 HARRISON AVE
    BOSTON,MA02118     		  PUBLIC CHARITY TO SUPPORT HOMELESS WOMEN 500
    SILENT SPRING INSTITUTE
    29 CRAFTS STREET
    NEWTON,MA02458     		  PUBLIC CHARITY BREAST CANCER RESEARCH 100
    SMILE TRAIN
    PO BOX 96246
    WASHINGTON,DC20090     		  PUBLIC CHARITY TRAINING, UTILIZING, AND EMPOWERING LOCAL DOCTORS AN 1,500
    SOUTHERN POVERTY LAW CENTER
    400 WASHINGTON AVE
    MONTGOMERY,AL36104     		  PUBLIC CHARITY TO FIGHT HATE, AND TEACH TOLERANCE 1,000
    SPECIAL OLYMPICS
    PO BOX 322
    HATHORNE,MA01937     		  PUBLIC CHARITY SUPPORT FOR PROGRAM 500
    ST FRANCIS HOUSE
    PO BOX 55859
    BOSTON,MA02205     		  PUBLIC CHARITY TO SUPPORT PROGRAMS 1,250
    ST JUDE CHILDREN'S HOSPITAL
    501 ST JUDE PLACE
    MEMPHIS,TN38105     		  PUBLIC CHARITY TO SUPPORT PROGRAMS 1,000
    SYNAGOGUE COUNCIL OF MASSACHUSETTS
    1320 CENTRE STREET
    NEWTON,MA02459     		  PUBLIC CHARITY SUPPORT FOR THE PROGRAM 500
    TEMPLE BETH AVODAH
    45 PUDDINGSTON LANE
    NEWTON,MA02459     		  PUBLIC CHARITY TO SUPPORT PROGRAMS 200
    THE FOUNDATION FOR AIDS
    PO BOX 96635
    WASHINTON,DC20090     		  PUBLIC CHARITY TO SUPPORT PROGRAMS 1,500
    UNICEF
    101 HUNTINGTON AVE
    BOSTON,MA02199     		  PUBLIC CHARITY SUPPORT THE ORGANIZATION TO CONTINUE ITS PROGRAMS 2,000
    UNIVERSITY OF MIAMI
    1320 S DIXIE HWY
    CORAL GABLES,FL33124     		  PUBLIC CHARITY SUPPORT FOR PROGRAMS 300
    VIETNAM VETERANS MEMORIAL FUND
    2600 VIRGINIA NW
    WASHINGTON,DC20037     		  PUBLIC CHARITY TO SUPPORT THEIR PROGRAMS 500
    WGBH LEADERSHIP CIRCLE
    1 GUEST STREET
    BOSTON,MA02108     		  PUBLIC CHARITY SUPPORT FOR THE PROGRAMS 5,000
    WOUNDED WARRIOR PROJECT
    4899 BELFORT ROAD
    JACKSONVILLE,FL32256     		  PUBLIC CHARITY TO SUPPORT THE PROGRAMS 1,000
    ZAMIR CHORALE OF BOSTON
    POBOX 590126
    NEWTON,MA02459     		  PUBLIC CHARITY SUPPORT JEWISH CULTURE AND TRADITION 2,500
    Total .................................bullet 3a 202,900
    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 ...........     		    14 245  
    4 Dividends and interest from securities....     14 75,913  
    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.....     41 105  
    8
    Gain or (loss) from sales of assets other than inventory ............     		    18 48,685  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 124,948 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13124,948
    (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
    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
    CAIL FAMILY FOUNDATION
     
    Employer identification number

    20-2034269
    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
    CAIL FAMILY FOUNDATION
          		Employer identification number
    20-2034269
    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
     
     

    MILTON L CAIL  
    99 FLORENCE ST BLDG N 60 APT 3C
     
    CHESTNUT HILL, MA02467

    		$ 234,000


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

    MILTON L CAIL  
    99 FLORENCE ST BLDG N 60 APT 3C
     
    CHESTNUT HILL, MA02467

    		$ 16,000


    (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.)
    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
    CAIL FAMILY FOUNDATION
          		Employer identification number

    20-2034269
    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
    1
    		 6000 SHARES MORGAN STANLEY FOCUS GROWTH PORTFOLIO CL A $ 234,000 2015-12-31
    (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
    CAIL FAMILY FOUNDATION
          		Employer identification number

    20-2034269
    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:  
    Software Version:  

    TY 2015 AccountingFeesSchedule
    Name:
    CAIL FAMILY FOUNDATION
    EIN:
    20-2034269
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 5,000 5,000   0

    TY 2015 InvestmentsOtherSchedule2
    Name:
    CAIL FAMILY FOUNDATION
    EIN:
    20-2034269
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    STOCKS & SECURITIES AT COST 786,006 1,090,807
    STOCKS & SECURITIES AT COST 714,901 684,822

    TY 2015 OtherDecreasesSchedule
    Name:
    CAIL FAMILY FOUNDATION
    EIN:
    20-2034269
    Description Amount
    UNREALIZED GAIN/LOSS FOR CONTRIBUTIONS OF STOCK 162,000
    P/Y ADJ. 2,166


    TY 2015 OtherExpensesSchedule
    Name:
    CAIL FAMILY FOUNDATION
    EIN:
    20-2034269
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 5,783 5,783   0
    BANK CHARGES 68 68   0
    ANNUAL REPORT 125 125   0
    MISCELLANEOUS 450 450   0


    TY 2015 OtherIncomeSchedule2
    Name:
    CAIL FAMILY FOUNDATION
    EIN:
    20-2034269
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 KKR & CO - ROYALTY INCOME 19 19 19
    K-1 KKR & CO - OTHER NET INCOME 86 86 86


    TY 2015 OtherLiabilitiesSchedule
    Name:
    CAIL FAMILY FOUNDATION
    EIN:
    20-2034269
    Description Beginning of Year - Book Value End of Year - Book Value
    CASH OVERDRAFT 0 33,027


    TY 2015 SubstantialContributorsSch
    Name:
    CAIL FAMILY FOUNDATION
    EIN:
    20-2034269
    Name Address
    MILTON CAIL 99 FLORENCE ST BUILDING N 3C
    CHESTNUT HILL,MA02467


    TY 2015 TaxesSchedule
    Name:
    CAIL FAMILY FOUNDATION
    EIN:
    20-2034269
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 647 647   0
    FEDERAL TAXES 4,459 0   0