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
E JOSEPH EVANS CHARITABLE TRUST
LEE ALFIERI TRUSTEE
Number and street (or P.O. box number if mail is not delivered to street address)7 SOUTH PARK AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PLYMOUTH, MA02360
A Employer identification number

04-6269182
B Telephone number (see instructions)

(508) 746-6303
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$1,997,169J 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 293 293  
4 Dividends and interest from securities... 67,120 67,120  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 143,331
b Gross sales price for all assets on line 6a 3,787,921
7 Capital gain net income (from Part IV, line 2)... 147,801
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 210,744 215,214  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 17,500 17,500   17,500
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 4,325 4,325   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 6,744 6,744   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 27,597 27,597   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 56,166 56,166   17,500
25 Contributions, gifts, grants paid....... 83,600 83,600
26 Total expenses and disbursements. Add lines 24 and 25 139,766 56,166   101,100
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 70,978
b Net investment income (if negative, enter -0-) 159,048
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............. 17,149 6 6
2 Savings and temporary cash investments......... 71,809 59,037 59,037
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) 52,630    
b Investments—corporate stock (attach schedule)....... 1,163,231 Click to see attachment1,024,663 1,105,371
c Investments—corporate bonds (attach schedule)....... 555,404 Click to see attachment692,247 663,923
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 12,826 Click to see attachment173,201 168,832
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) 1,873,049 1,949,154 1,997,169
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..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 1,873,049 1,873,049
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 0 76,105
30 Total net assets or fund balances (see instructions)..... 1,873,049 1,949,154
31 Total liabilities and net assets/fund balances (see instructions). 1,873,049 1,949,154
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
1,873,049
2
Enter amount from Part I, line 27a .....................
2
70,978
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
5,127
4
Add lines 1, 2, and 3 ..........................
4
1,949,154
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
1,949,154
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 AES CORP      
b ABBOTT LABS      
c AGILENT TECHNOLOGIES INC      
d ALLERGAN INC      
e AMERICAN CAMPUS COMMUNITIES      
AMERICAN ELEC PWR      
AMERICAN RESIDENTIAL PPTYS INC.      
AMERICAN TOWER CORP      
ANALOG DEVICES INC      
APARTMENT INVT MGMT      
APPLIED MATERIALS INC.      
ATMOS ENERGY CORP      
BAXALTA INC      
BAXTER INT'L      
BAYER AG SPONSORED      
B/E AEROSPACE INC      
BERKSHIRE HATHAWAY INC      
BLACKROCK FDS HIGH YIELD      
BLACKROCK INC      
BOEING CO COM      
CDK GLOBAL HOLDINGS      
CMS ENERGY CORP      
CVS HEALTH CORP      
CALIFORNIA RES CORP      
CALPINE INC      
CAMERON INT'L CORP      
CHENIERE ENERGY INC      
CHESAPEAKE LODGING      
COCA COLA CO      
COMCAST CORP      
CONOCOPHILLIPS CORP      
COVANTA HOLDINGS      
DANA HOLDING CORP      
DANAHER CORP      
DANIELIE & CO ADR      
DANONE SPONSORED      
DELAWARE GLOBAL RE OPP      
DIGITL REALTY TRUST      
DRIEHAUS FDS ACTIVE INCOME      
DUPONT E I DE NEMOURS & CO      
ELECTRIC DE PORTUGAL ADR      
E ON AG SPONDS ADR      
EQT CORP      
EASTMAN CHEMICAL CO      
ECOLAB INC      
EDISON INT'L      
EMERSON ELEC CO      
ENEL SPA ADR      
EXELON CORP      
EXXON MOBIL      
FACEBOOK INC      
FEDERATED TOTAL RETURN      
FIRST POTOMAC REALTY TRUST      
GLIMCHER RLTY      
GUANGDONG INVESTMENT LTD      
HCP INC      
HALLIBURTON CO      
HONEYWELL INT'L INC      
INTL' BUSINESS MACHINES      
ISHARES SELECT DIVIDENT ETF      
ISHARES TIPS BOND ETF      
ISHARES IBOXX INVMNT DRD CORP      
ISHARES US REAL ESTATE ETF      
ISHARES INTL SELECT DIV ETF      
ISHARES US PREFERRED STOCK ETF      
ISHARES GLOBAL UTILITIES      
ISHARES RUSSELL TOP 200 VALUE ETF      
ISHARES RUSSELL TOP 200 GROWTH ETF      
ISHARES FLOATING RATE BOND ETF      
JASMINE INT'L PUBLIC ADR      
KBR INC KLA-TENCOR CORP      
KLA-TENCOR CORP      
KLX INC      
KEYSIGHT TECHNOLOGIES INC      
LORILLARD INC      
LOWES COS INC      
MAINSTAY EPOCK GLBL EQTY YIELD      
MARKET VECTORS EMRGING LOCAL CURRENCY      
MASTEC INC      
MONDELEZ INTL' INC      
NRG ENERGY INC      
NATIONAL OILWELL VARCO INC      
NEXTERA ENERGY INC      
NIKE INC      
NOW INC      
NUCOR CORP      
ONEOK INC      
ORACLE CORP      
OSIM INTL LTD      
PACIFIC GAS & ELEC      
PIMCO LOW DUR FD      
PT BANK MADIRI PERSERO TBK      
PEPSICO INC      
PETSMART INC      
PHILI PMORRIS INT'L      
PIMCO FUNDS INVEST GRADE CORP      
PINNACLE WEST CAP CORP      
POWERSHRES SENIOR LOAN      
POWERSHARES EMERGING MARKET      
QUALCOMM INC      
QUANTA SERVICES INC      
RIB SOFTWARE AG      
RETAIL OPPORTUNITY INVST CORP      
REYNOLDS AMERICAN INC      
ROCHE HOLDINGS LTD      
T ROWE PRICE SHORT TERM BOND      
SBA COMMUNICATIONS CORP      
SPDR TR S&P 500 ETF      
SPDR S&P GLOBAL DIVIDENT ETF      
SPDR SPDR S& P EMERGING MKTS ETF      
SPDR INTL SMALL CAP ETF      
SPDR WORLD EX-US ETF      
SPDR BARCLASY ST INTL TREAS      
SPDR BARCLAYS LT CORP BOND      
SPDR BARCLAYS HIGH YIELD BOND ETF      
SPDR-BARCLAYS INT'L TREAS      
SPDR DOW JONES REIT      
SPDR BARCLAYS AGGREGATE BOND      
SPDR BARCLASY LT TREAS      
SPDR S&P MIDCAP 400 ETF      
SPDR SERIES TRUST ST HIGH YIELD      
SPDR SERIES TRUST ST HIGH YIELD      
SEMGROUP CORP      
SEMPRA ENERGY      
SIMON PROPERTY GROUP      
STARBUCKS CORP      
STARWOOD HOTELS      
STATE STREET CORP      
STRATEGIC HOTELS & RESORTS      
SYGENTA AG ADR      
TALEN ERERGY CORP      
3M CO      
TUPPERWARE BRANDS      
TWENTY FIRST CENTURY FOX      
UGI HOLDING CORP      
UNION PAC CORP      
VANGUARD ST BOND      
BANGUARD TOTAL BOND      
VANGUARD FTSE DEVL MARKETS      
VANGUARD ST INFLACTION PROTECTED      
VANGUARD INTL BOND INDEX      
VANGUARD GLOBAL EX-US REAL ESTATE      
VANGUARD WORLD EX US SMALL CAP      
VANGUARD INTL EQUITY INDEX      
VANGUARD EMERGING MARKETS ETF      
VANGUARD FTSE PACIFIC ETF      
VANGUARD FTSE EUROPE ETF      
VANGUARD ST CORP BOND ETF      
VENTAS INC      
VANGUARD REIT ETF INDEX      
VANGUARD CRSP USMID CAP INDEX      
VANGUARD CRSP US SMALL CAP      
VANGUARD TOTAL STOCK MKT ETF      
VISA INC CLAS A      
VMWARE INC      
WPP PLC ADS      
WP GLIMCHER INC      
WAL-MART STORES      
WILLIAMS COS INC      
WISDOMETREE JAPAN HEDGED EQUITY      
WPX ENERGY INC      
YUM BRANDS      
ACTAVIS PLC N/C      
ALLERGAN PLC COM      
CHINA YUCHAI INTL LTD      
CREDICORP LTD      
GOLAR LNG LTD      
LYONDELLBASELL INDUSTRIES      
BARCLAYS BK PLC IPATH      
SPDR GOLD TR GOLD      
AMGEN INC COM      
BAXALTA INC COM      
BAXTER INT'L INC      
CHEMOURS CO LLC      
DUPONT E I DE NEMOURRS & CO      
NOW INC      
SPDR TR S&P 500 ETF      
SPDR DJWILSHIRE INTL RL      
SPDR INTL SMALL CAP ETF      
SPDR WORLD EX-US ETF      
SPDR BARCLAYS LT CORP BOND      
SPDR BARCLAYS HIGH YILED BOND ETF      
SPDR DOW JONES REIT EFT      
SPDR BARCLASY AGGREGATE BOND ETF      
SPDR SERIES TRUST      
SPDR GOLD TR GOLD SHS P    
AFLAC INC      
AES CORP      
AMAZON.COM      
AMBEV SA ADR      
AMEICAN HOMES 4 RENT      
AMGEN INC      
AUTOMATIC DATA PROCESSING      
AVALONBAY.COM      
BLACKROCK FDS HIGH YIELD BOND      
CME GROUP INC      
CHEVRON CORP      
CITY NATIONAL ROCHDALE FIXED INC      
COLONY CAPITAL IN REIT      
CONOCOPHILLIPS      
COVANTA HOLDINGS CORP      
EQUINIX INC REIT      
EQUITY LIFESTYLE PROPERTIES      
ESSEX PROPERTY TRUST INC      
ESXTRA SPACE STORAGE INC      
FEDERALTED TOTAL RETURN      
GRAMERCY PROPERTY TRUST      
ILLINOIS TOOL WORKS      
ISHARES TIPS BOND ETF      
ISHARES CORE US AGGREGATE BOND      
ISHARES FLOATING RATE BOND ETF      
JOHNSON & JOHNSON      
KILROY REALTY CORP      
KINDER MORGAN INC      
LIONS GATE ENT CORP      
MARKET VECTORS VIETNAM ETF      
MARSH & MCLENNAN COS      
MICROCHIP TECH INC      
NATIONAL GRID      
NUVEEN HIGH YIELD MUNI BOND      
OCCIDENTAL PETROLEUM      
OMNICOM GROUP INC      
PIMCO LOW DUR FD      
PPL CORP      
PARAMOUNT GROUP INC      
PIMCO FUNDS INVEST GRADE CORP BD FD      
POWERSHARES SENIOR LOAN      
POWERSHARES EMERGING MARKETS SOV      
PROCTOR & GAMBLE      
PROLOGIS COM      
REXFORD INDUSTRIAL REALITY INC      
T ROWE PRICE ST BOND      
SPDR TR S&P 500 ETF      
SPDR SPDR S&P EMERGIN MARKETS ETF      
SPDR DJ WILSHIRE INT'L RE      
SPDR INTL SMALL CAP ETF      
SPDR WORLD EX-US ETF      
SPDR BARCLASY LT CORP BOND      
SPDR BARCLAYS HIGH YIELD BOND ETF      
SPDR BARCLAYS INT'L TREASURY BOND      
SPDR DOW JONES REIT EFT      
SPDR BARCLAYS AGGREGATE BOND ETF      
SPDR BARCLAYS LT TREASURY      
SPDR S&P MIDCAP 400 ETF      
STRATEGIC HOTELS & RESORTS      
SYSCOR CORP      
UIL HOLDINGS CROP      
UNION PAC CORP      
VANGURAD ST BOND FUND      
VANGUARD ST INFLATION PROTECTED      
VANGUARD INTL BOND INDEX ETF      
VANGUARD ST CORP BOND ETF      
VEREIT INC      
WPP PLC ADS      
WP GLIMCHER INC      
WISDOMTREE JAPAN HEDGED EQUITY      
WISDOMTREE TRUST EUROPE HEDGED      
ENERGY TRANSFER PARTNERS      
AES CORP      
ABBOTT LABS      
AMBEV SA ADR      
AMGEN INC      
AUTOMATIC DATA PROCESSING      
AVALONBAY      
BLACKROCK FDS HIGH YIELD BOND A      
CHEVRON CORP      
CONOCOPHILLIPS      
COVANTA HOLDING SCORP      
ESSEX PROPERTY TRUST      
FEDERATED TOTAL RETURN SERS      
ILLINOIS TOOL WORKS      
JOHNSON & JOHNSON      
MAINSTAY EPOCH GLBL EQTY      
MARSH & MCLENNAN COS      
MICROSHIP TECHNOLOGY INC      
NAITONAL GRID      
OCCIDENTAL PETROLEUM CORP      
PIMCO LW DUR FD      
PPL CORP      
PIMCO FUNDS INVEST GRADE CORP BD      
PINNACLE WEST CAP CORP      
PROCTOR GAMBLE CO      
T ROWEPRICE SH BOND      
SPDR TR S&P 500 ETF      
SPDR SPDR S&P EMERGING MARKETS ETF      
SPDR DJ WILSHIRE INTL RE      
SPDR SMALL CAP ETF      
SPDR WORLD EX-US ETF      
SPDR BARCLAYS LT CORP BOND      
SPDR BARCLASY HIGH YIELD BOND      
SPDR DOW JONES REIT EFT      
SPDR BARCLAYS AGGREGAGE BOND ETF      
SPDR S&P MIDCAP 400 ETF      
SIMON PROPERTY GROUP      
STATE STREET CORP      
SYSCO CORP      
WP GLIMCHER INC      
AT&T INC      
EVERSOURCE ENERGY      
EXXONMOBIL      
PROCTOR GAMBLE      
ROYAL DUTCH SHELL      
VERIZON COMMUNICATIONS      
COST BASIS ADJUST P    
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 887   1,013 -126
b 4,269   3,666 603
c 746   765 -19
d 2,174   1,503 671
e 3,010   3,105 -95
5,323   5,189 134
3,432   3,428 4
3,319   3,199 120
1,842   1,606 236
3,947   3,450 497
829   1,013 -184
1,165   1,122 43
781   858 -77
960   1,059 -99
595   544 51
1,587   1,988 -401
2,800   2,547 253
62   66 -4
678   644 34
3,023   2,677 346
648   427 221
1,771   1,603 168
5,820   4,212 1,608
125   231 -106
730   948 -218
1,484   2,014 -530
2,048   2,262 -214
4,851   4,607 244
684   715 -31
2,049   1,794 255
66   85 -19
21   20 1
726   857 -131
951   826 125
375   540 -165
687   748 -61
23,968   24,101 -133
7,099   6,301 798
27,205   27,749 -544
73   65 8
3,978   4,579 -601
849   1,080 -231
1,087   1,399 -312
1,004   1,124 -120
2,124   2,100 24
3,679   3,647 32
597   741 -144
3,983   4,602 -619
2,145   2,128 17
832   1,043 -211
288   262 26
66   64 2
3,594   4,540 -946
4,711   3,667 1,044
752   670 82
4,772   5,273 -501
581   995 -414
2,856   2,688 168
3,479   4,075 -596
29,135   28,939 196
48,282   47,379 903
22,507   23,549 -1,042
4,772   5,094 -322
17,944   21,959 -4,015
18,101   18,449 -348
1,886   1,832 54
6,319   6,416 -97
1,779   1,790 -11
59,719   59,748 -29
321   474 -153
792   992 -200
443   555 -112
581   724 -143
306   316 -10
4,498   3,792 706
5,121   3,607 1,514
17,682   19,105 -1,423
17,621   18,521 -900
1,200   1,866 -666
2,740   2,517 223
3,208   4,714 -1,506
450   851 -401
3,540   3,449 91
1,769   1,229 540
44   68 -24
913   1,051 -138
940   1,598 -658
2,676   2,675 1
402   689 -287
3,622   3,357 265
54   55 -1
584   607 -23
2,101   1,990 111
4,150   3,457 693
821   855 -34
58   57 1
596   560 36
11,623   11,846 -223
26,923   27,349 -426
1,935   2,442 -507
2,035   2,516 -481
579   568 11
4,710   4,526 184
1,387   1,301 86
589   588 1
44   44 0
2,451   2,172 279
52,336   49,694 2,642
385   405 -20
6,301   6,944 -643
1,904   2,243 -339
13,324   14,384 -1,060
55,772   59,825 -4,053
18,613   19,668 -1,055
6,498   6,995 -497
68,581   72,663 -4,082
15,062   13,421 1,641
1,429   1,447 -18
12,140   13,321 -1,181
547   511 36
23,813   23,802 11
7,310   7,427 -117
3,495   3,608 -113
1,604   1,639 -35
179   170 9
1,745   1,250 495
3,083   3,125 -42
76   69 7
412   381 31
587   510 77
168   180 -12
4,023   3,759 264
584   752 -168
1,770   1,786 -16
1,675   1,603 72
2,622   2,735 -113
140,725   139,974 751
47,080   46,922 158
117,860   133,467 -15,607
47,553   47,506 47
31,183   31,486 -303
37,475   43,878 -6,403
25,709   29,195 -3,486
17,034   17,826 -792
85,943   108,000 -22,057
8,825   9,706 -881
18,830   20,597 -1,767
111,350   111,026 324
2,893   2,902 -9
22,293   24,870 -2,577
20,761   21,316 -555
23,514   25,654 -2,140
110,577   119,980 -9,403
1,361   1,097 264
743   850 -107
728   631 97
124   138 -14
3,143   3,305 -162
7,999   8,204 -205
4,413   4,626 -213
621   1,142 -521
876   782 94
99   96 3
950   915 35
527   569 -42
552   599 -47
3,564   5,055 -1,491
2,759   2,804 -45
70,061   80,271 -10,210
6,444   6,525 -81
1,019   701 318
219   241 -22
269   298 -29
169   232 -63
3,898   4,331 -433
39   71 -32
9,879   9,860 19
1,131   848 283
60   70 -10
1,689   1,802 -113
264   287 -23
2,299   2,551 -252
12,301   11,564 737
3,501   3,531 -30
5,130   4,903 227
2     2
8,798   8,412 386
495   639 -144
610   440 170
3,379   4,064 -685
3,488   3,477 11
5,398   5,236 162
13,580   12,361 1,219
1,000   1,002 -2
873   904 -31
9,702   9,927 -225
6,577   7,191 -614
34,835   34,753 82
3,058   3,591 -533
7,918   8,709 -791
371   412 -41
6,246   5,721 525
5,009   4,888 121
2,728   2,666 62
7,202   6,660 542
921   913 8
1   1 0
12,616   12,938 -322
47,838   48,050 -212
37,270   37,103 167
84,372   84,760 -388
11,475   11,477 -2
5,427   5,510 -83
10,471   18,689 -8,218
6,877   7,864 -987
2,033   2,297 -264
10,037   10,488 -451
11,765   12,874 -1,109
14,856   13,612 1,244
27,673   28,186 -513
12,352   12,106 246
14,410   16,004 -1,594
746   757 -11
14,841   13,420 1,421
2,728   2,871 -143
1,051   1,071 -20
20,896   21,765 -869
21,660   21,235 425
3,805   3,980 -175
3,936   3,503 433
3,767   4,136 -369
719   721 -2
10,792   10,684 108
7,640   9,070 -1,430
19,653   20,026 -373
3,099   3,025 74
5,866   5,923 -57
9,907   10,492 -585
34,879   37,582 -2,703
37,580   38,863 -1,283
16,816   17,357 -541
16,309   16,737 -428
11,611   11,670 -59
247   243 4
6,483   5,977 506
7,395   6,563 832
3,990   3,990 0
8,498   9,790 -1,292
127,247   127,035 212
53,033   52,902 131
53,266   53,426 -160
52,987   52,998 -11
3,195   3,511 -316
10,350   10,681 -331
2,209   2,892 -683
17,795   18,482 -687
20,531   22,866 -2,335
14,515   19,078 -4,563
1,237   1,776 -539
1,539   1,577 -38
454   655 -201
2,382   1,753 629
3,957   3,093 864
3,835   3,369 466
21,470   23,757 -2,287
2,510   3,793 -1,283
478   769 -291
3,043   3,456 -413
4,320   3,598 722
23,423   23,488 -65
2,904   2,730 174
2,694   2,741 -47
35,396   38,872 -3,476
1,261   1,195 66
2,870   3,317 -447
2,754   2,873 -119
4,866   6,326 -1,460
19,300   20,236 -936
2,655   2,441 214
21,635   22,561 -926
1,747   1,512 235
4,737   4,825 -88
15,228   15,389 -161
198,731   187,770 10,961
7,310   9,460 -2,150
9,928   8,414 1,514
14,863   18,057 -3,194
77,475   85,787 -8,312
1,658   1,745 -87
4,687   5,316 -629
8,054   7,685 369
35,250   35,671 -421
16,289   16,877 -588
6,089   5,280 809
4,135   4,160 -25
3,391   3,046 345
105   172 -67
32,067   5,121 26,946
15,015   2,825 12,190
68,969   3,488 65,481
77,651   3,013 74,638
41,148   26,327 14,821
37,222   4,461 32,761
52,259     52,259
498     498
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       -126
b       603
c       -19
d       671
e       -95
      134
      4
      120
      236
      497
      -184
      43
      -77
      -99
      51
      -401
      253
      -4
      34
      346
      221
      168
      1,608
      -106
      -218
      -530
      -214
      244
      -31
      255
      -19
      1
      -131
      125
      -165
      -61
      -133
      798
      -544
      8
      -601
      -231
      -312
      -120
      24
      32
      -144
      -619
      17
      -211
      26
      2
      -946
      1,044
      82
      -501
      -414
      168
      -596
      196
      903
      -1,042
      -322
      -4,015
      -348
      54
      -97
      -11
      -29
      -153
      -200
      -112
      -143
      -10
      706
      1,514
      -1,423
      -900
      -666
      223
      -1,506
      -401
      91
      540
      -24
      -138
      -658
      1
      -287
      265
      -1
      -23
      111
      693
      -34
      1
      36
      -223
      -426
      -507
      -481
      11
      184
      86
      1
      0
      279
      2,642
      -20
      -643
      -339
      -1,060
      -4,053
      -1,055
      -497
      -4,082
      1,641
      -18
      -1,181
      36
      11
      -117
      -113
      -35
      9
      495
      -42
      7
      31
      77
      -12
      264
      -168
      -16
      72
      -113
      751
      158
      -15,607
      47
      -303
      -6,403
      -3,486
      -792
      -22,057
      -881
      -1,767
      324
      -9
      -2,577
      -555
      -2,140
      -9,403
      264
      -107
      97
      -14
      -162
      -205
      -213
      -521
      94
      3
      35
      -42
      -47
      -1,491
      -45
      -10,210
      -81
      318
      -22
      -29
      -63
      -433
      -32
      19
      283
      -10
      -113
      -23
      -252
      737
      -30
      227
      2
      386
      -144
      170
      -685
      11
      162
      1,219
      -2
      -31
      -225
      -614
      82
      -533
      -791
      -41
      525
      121
      62
      542
      8
      0
      -322
      -212
      167
      -388
      -2
      -83
      -8,218
      -987
      -264
      -451
      -1,109
      1,244
      -513
      246
      -1,594
      -11
      1,421
      -143
      -20
      -869
      425
      -175
      433
      -369
      -2
      108
      -1,430
      -373
      74
      -57
      -585
      -2,703
      -1,283
      -541
      -428
      -59
      4
      506
      832
      0
      -1,292
      212
      131
      -160
      -11
      -316
      -331
      -683
      -687
      -2,335
      -4,563
      -539
      -38
      -201
      629
      864
      466
      -2,287
      -1,283
      -291
      -413
      722
      -65
      174
      -47
      -3,476
      66
      -447
      -119
      -1,460
      -936
      214
      -926
      235
      -88
      -161
      10,961
      -2,150
      1,514
      -3,194
      -8,312
      -87
      -629
      369
      -421
      -588
      809
      -25
      345
      -67
      26,946
      12,190
      65,481
      74,638
      14,821
      32,761
      52,259
      498
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 2 147,801
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 127,445 2,272,108 0.056091
2013 123,754 2,178,058 0.056819
2012 126,664 2,004,778 0.063181
2011 88,159 1,937,838 0.045493
2010 13,272 1,720,914 0.007712
2
Total of line 1, column (d) .....................
20.229296
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
0.045859
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
1,665,269
5
Multiply line 4 by line 3......................
5
76,368
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,590
7
Add lines 5 and 6........................
7
77,958
8
Enter qualifying distributions from Part XII, line 4.............
8
101,100
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 1,590
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 1,590
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 1,590
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 611
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,611
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 18
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 1,003
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet1,003 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. ...............................
    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
     
    No
    Website addressbulletN/A
    14
    The books are in care ofbulletLEE P ALFIERI ESQUIRE Telephone no.bullet (508) 746-6303

    Located atbullet7 SOUTH PARK AVENUEPLYMOUTHMA ZIP+4bullet02360
    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
    LEE ALFIERI ESQUIRE Trustee
    3.00     		17,500 0 0
    7 SOUTH PARK AVENUE
    PLYMOUTH,MA02360
    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
    1,617,668
    b
    Average of monthly cash balances.......................
    1b
    72,960
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,690,628
    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
    1,690,628
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    25,359
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,665,269
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    83,263
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    83,263
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    1,590
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,590
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    81,673
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    81,673
    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
    81,673
    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
    101,100
    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
    101,100
    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
    1,590
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    99,510
    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 81,673
    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......  
    b From 2011......  
    c From 2012...... 27,303
    d From 2013...... 18,589
    e From 2014...... 28,404
    fTotal of lines 3a through e........ 74,296
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 101,100
    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..... 81,673
    e Remaining amount distributed out of corpus 19,427
    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 93,723
    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) ...     		0
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		93,723
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012.... 27,303
    c Excess from 2013.... 18,589
    d Excess from 2014.... 28,404
    e Excess from 2015.... 19,427
    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
    ACTION AGAINST HUNGER
    247 WEST 37TH STREET 10TH FLOOR
    NEW YORK,NY10018     		NONE NONPROFIT FEEDING POOR AMERICANS 2,000
    ALZHEIMERS FOUNDATION OF AMERICA
    322 8TH AVE 7TH FLOOR
    NEW YORK,NY10001     		NONE NONPROFIT ALZHEIMERS RESEARCH 2,000
    AMERICAN DIABETES ASSOCIATION
    PO BOX 11454
    ALEXANDRIA,VA22312     		NONE EXEMPT ORG TO ASSIST IN THE RESEARCH FOR THE PREVENTION/CURE OF DIABETES 3,000
    AMERICAN FORESTS
    734 15TH STREET NW
    WASHINGTON,DC20005     		NONE NONPROFIT PROTECTION OF AMERICA'S FOREST 2,000
    AMERICAN RED CROSS
    2025 E STREET NW
    WASHINGTON,DC20006     		NONE NONPROFIT DISASTER AID 2,000
    ANIMAL WELFARE INSTITUTE
    900 PENNSYLVANIA AVE SOUTHEAST
    WASHINGTON,DC20003     		NONE NONPROFIT PROTECTION OF ANIMALS 2,000
    BREAST CANCER RESEARCH FOUNDATION
    60 EAST 56TH STREET 8TH FLOOR
    NEW YORK,NY10022     		NONE NONPROFIT BREAST CANCER RESEARCH 2,000
    BRIMMER AND MAY
    69 MIDDLESEX ROAD
    CHESTNUT HILL,MA02467     		NONE EXEMPT ORG EDUCATIONAL ASSISTANCE 5,000
    CANCER RESEARCH INSTITUTE
    55 BROADWAY
    NEW YORK,NY10006     		NONE NONPROFIT CANCER RESEARCH 2,000
    CHARITY NAVIGATOR
    139 HARRISTOWN ROAD SUITE 201
    GLEN ROCK,NJ07452     		NONE EXEMPT ORG GUIDE TO INTELLIGENT GIVING 100
    CHILDREN'S DEFENSE FUND
    25 E STREET NW
    WASHINGTON,DC20001     		NONE NONPROFIT ASSISTANCE TO CHILDREN 2,000
    CHILDREN'S HEALTH FUND
    215 WEST 125TH STREET SUITE 301
    NEW YORK,NY10027     		NONE EXEMPT ORG PROVIDE HEALTHCARE TO THE NATIONS MOST MEDICALLY UNDESERVED CHILDREN 2,000
    CLINTON FOUNDATION
    55 WEST 125TH STREET
    NEW YORK,NY10027     		NONE NONPROFIT IMPROVE GLOBAL HEALTH 2,000
    COMMON CAUSE EDUCATION FUND
    1133 19TH STREET NW
    WASHINGTON,DC20036     		NONE NONPROFIT RESTORE THE CORE VALUES OF AMERICAN DEMOCRACY 2,000
    DANA FARBER SOCIETY
    450 BROOKLINE AVE
    BOSTON,MA02215     		NONE NONPROFIT CANCER RESEARCH 2,000
    DOCTORS WITHOUT BORDERS
    333 7TH AVENUE
    NEW YORK,NY10001     		NONE NONPROFIT MEDICAL ASSISTANCE FOR THE POOR 5,000
    ENVIRONMENT NORTHEAST
    PO BOX 583
    ROCKPORT,ME04856     		NONE EXEMPT ORG ADDRESS LARGE SCALE ENVIRONMENTAL CHALLENGES 2,000
    ENVIRONMENTAL DEFENSE FUND
    257 PARK AVENUE SOUTH
    NEW YORK,NY10010     		NONE EXEMPT ORG PRESERVE NATURAL SYSTEMS ON WHICH ALL LIVES DEPEND 2,000
    FEEDING AMERICA
    35 EAST WACKER DRIVE SUITE 2000
    CHICAGO,IL60601     		NONE NONPROFIT PROVIDING FOOD FOR THE POOR 2,000
    FRIENDS OF THE EARTH
    1100 15TH STREET NW
    WASHINGTON,DC20005     		NONE EXEMPT ORG STRIVE FOR A MORE HEALTH AND JUST WORLD 2,000
    GREATER BOSTON FOOD BANK
    70 SOUTH BAY AVENUE
    BOSTON,MA02118     		NONE NONPROFIT FOR FOOD DONATIONS IN THE GREATER BOSTON AREA 2,000
    HABITAT FOR HUMANITY INTERNATIONAL
    121 HABITAT STREET
    AMERICUS,GA31709     		NONE EXEMPT ORG ASSIST IN PROVIDING HOUSING TO THE LESS FORTUNATE 2,000
    HELEN KELLER INTERNATIONAL
    352 PARK AVENUE SOUTH 12TH FLOOR
    NEW YORK,NY10010     		NONE NONPROFIT ASSISTANCE FOR THE BLIND & DEAF 2,000
    INTERNATIONAL PLANNED PARENTHOOD FEDERAT
    129 MAIDEN LANE 9TH FLOOR
    NEW YORK,NY10038     		NONE NONPROFIT PREVENTION OF TEEN PREGNANCY 2,000
    INVISIBLE CHILDREN
    1600 NATIONAL AVENUE
    SAN DIEGO,CA92113     		NONE EXEMPT ORG END THE USE OF CHILD SOLDIERS IN CENTRAL AFRICA THROUGH FILM AND CREATIVITY 2,000
    JFK LIBRARY FOUNDATION
    220 MORRISEY BLVD
    BOSTON,MA02125     		NONE NONPROFIT HISORICAL PRESERVATION 2,000
    MANOMET CENTER FOR CONVERSATION SERVICES
    81 STAGE POINT ROAD
    PLYMOUTH,MA02360     		NONE EXEMPT ORG CONSERVE NATURAL RESOURCES FOR THE BENEFIT OF WILDLIFE AND HUMAN POPULATIONS 2,000
    MICHEAL J FOX FOUNDATION
    GRAND CENTRAL STATION BOX 4777
    NEW YORK,NY10163     		NONE NONPROFIT RESEARCH FOR PARKINSONS DISEASE 2,000
    NPR FOUNDATION
    DEPT 6054
    WASHINGTON,DC20042     		NONE EXEMPT ORG HELP PPROVIDE FINANCIAL SUPPORT FOR PUBLIC RADIO 2,000
    PINE STREET INN
    444 HARRISON AVE
    BOSTON,MA02118     		NONE NONPROFIT PROVIDE FOOD, CLOTHING & SHELTER FOR THE HOMELESS IN THE BOSTON AREA 2,000
    PRISON BOOK PROGRAM
    1306 HANCOCK STREET SUITE 100
    QUINCY,MA02169     		NONE EXEMPT ORG TO GIVE PRISONERS A CHANCE TO IMPROVE THEMSELVES THROUGH READING 500
    THE CONSERVATION FUND
    1655 N FORT MEYER DRIVE SUITE 1300
    ARLINGTON,VA22209     		NONE NONPROFIT WILDLIFE CONSERVATION 2,000
    THE JACKSON LABORATORY
    600 MAIN STREET
    BAR HARBOR,ME04609     		NONE NONPROFIT RESEARCH 2,000
    THE NATURE CONSERVANCY
    4245 NORTH FAIRFAX DRIVE 100
    ARLINGTON,VA22203     		NONE NONPROFIT NATURE CONSERVATION 2,000
    THE SIERRA CLUB FOUNDATION
    85 SECOND STREET SUITE750
    SAN FRANCISCO,CA94105     		NONE NONPROFIT NATURE CONSERVATION 2,000
    UNION OF CONCERNED SCIENTISTS
    2 BRATTLE SQUARE
    CAMBRIDGE,MA02138     		NONE NONPROFIT PROMOTE HEALTHY ENVIRONMENT 2,000
    US FUND FOR UNICEF
    125 MAIDEN LANE
    NEW YORK,NY10038     		NONE EXEMPT ORG TO HELP SAVE AND IMPORVE CHILDRENS LIVES THROUGH HEALTHCARE, CLEAN WATER, NUTRITION & EDUCATION 2,000
    YMCA STRONG KIDS CAMPAIGN
    320 MAIN STREET
    BROCKTON,MA02301     		NONE NONPROFIT PROVIDE SUMMER CAMP FOR DISADVANTAGED CHILDREN 2,000
    AMERICAN RED CROSS OF MASSACHUSETTS
    139 MAIN STREET
    CAMBRIDGE,MA02142     		NONE NONPROFIT FOOD PANTRIES PROGRAM 2,000
    COALITION FOR THE HOMELESS
    129 FULTON STREET
    NEW YORK,NY10038     		NONE NONPROFIT PROVIDE SUPPORT FOR HOMELESS AMERICANS 2,000
    Total .................................bullet 3a 83,600
    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
    aNONE          
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........     		    14 293  
    4 Dividends and interest from securities....     14 67,120  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............     		    17 -4,085 147,416
    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 63,328 147,416
    13Total. Add line 12, columns (b), (d), and (e)..................
    13210,744
    (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.)
    N/A N/A
    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 AccountingFeesSchedule
    Name:
    E JOSEPH EVANS CHARITABLE TRUST
     
    LEE ALFIERI TRUSTEE
    EIN:
    04-6269182
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 4,325 4,325   0

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

    TY 2015 GainLossSaleOtherAssetsSch
    Name:
    E JOSEPH EVANS CHARITABLE TRUST
     
    LEE ALFIERI TRUSTEE
    EIN:
    04-6269182
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    LIMITED PARTNERSHIP PASS THROUGH   Purchased       4,573   0 -4,573  
    LIMITED PARTNERSHIP PASS THROUGH   Purchased       10   0 -10  
    SECTION 1250 GAIN   Purchased     113     0 113  

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    E JOSEPH EVANS CHARITABLE TRUST
     
    LEE ALFIERI TRUSTEE
    EIN:
    04-6269182
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CNR FIX INCM OPP-N (RIMOX) 692,247 663,923

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    E JOSEPH EVANS CHARITABLE TRUST
     
    LEE ALFIERI TRUSTEE
    EIN:
    04-6269182
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ADOBE SYSTEMS INC (ADBE) 9,604 10,333
    AMERICAN ELECTRIC POWER CO (AEP)-96 SHARES 13,028 13,042
    AVANGRID INC (AGR) 14,991 14,592
    AMERICAN INTERNATIONAL GROU (AIG) 11,378 11,774
    AMERICAN WATER WORKS CO INC (AWK) 7,041 7,170
    BOEING CO (BA)-21 SHARES 5,347 5,784
    B&G FOODS INC (BGS) 12,571 12,257
    BROOKFIELD INFRASTRUCTURE (BIP) 19,082 17,439
    BANKUNITED INC (BKU) 8,604 8,294
    BLACKROCK INC CL A (BLK)-2 SHARES 3,187 3,405
    BUCKEYE PARTNERS LP (BPL) 12,641 12,532
    CELGENE CORP (CELG) 13,002 13,174
    CERNER CORP (CERN) 5,960 5,415
    COLGATE PALMOLIVE CO (CL) 10,340 9,993
    COMCAST CORP CL A NEW (CMCSA) 14,750 13,483
    CONSOLIDATED COMMUNICATIONS (CNSL) 19,302 18,227
    COMPASS DIVERSIFIED HOLDING (CODI) 18,191 17,797
    COSTCO WHOLESALE CORP (COST) 12,265 12,920
    CVS HEALTH CORP (CVS)-55 SHARES 16,311 15,643
    CHEVRON CORP (CVX)-29 SHARES 5,961 5,667
    WALT DISNEY CO (DIS) 15,946 14,291
    EOG RESOURCES INC (EOG) 4,891 4,247
    ENTERPRISE PRODUCTS PARTNER (EPD) 18,817 17,139
    EPR PROPERTIES (EPR) 19,027 20,458
    EVERSOURCE ENERGY (ES) 6,592 35,749
    EDWARD LIFESCIENCES CORP (EW) 11,982 12,637
    FACEBOOK INC CL A (FB) 10,654 11,199
    CEDAR FAIR LP (FUN) 19,192 19,544
    GILEAD SCIENCES INC (GILD) 14,721 14,976
    GENERAL MILLS INC (GIS) 18,283 18,451
    ALPHABET INC-CL A (GOOGL) 18,636 21,006
    GLAXOSMITHKLINE PLC ADS (GSK) 11,944 12,105
    HCA HOLDINGS INC (HCA) 6,265 6,087
    WELLTOWER INC (HCN) 18,586 18,368
    HOME DEPOT INC (HD) 11,897 13,225
    HONEYWELL INTL INC (HON)-28 SHARES 8,746 9,321
    HEALTHCARE TRUST OF AMERICA (HTA) 19,174 19,688
    HEXCEL CORP NEW (HXL) 7,787 7,897
    JP MORGAN CHASE & CO (JPM)-10 SHARES 15,784 15,610
    LAMAR ADVERTISING COMPANY C (LAMR) 18,384 20,393
    LILLY ELI & CO (LLY) 10,329 10,954
    LOCKHEED MARTIN CORP (LMT) 19,001 19,544
    LOWES COS INC (LOW)-76 SHARES 8,870 9,125
    LIBERTY PROPERTY TRUST (LPT) 18,843 17,078
    MASTERCARD INC (MA) 14,606 14,604
    MID-AMERICA APARTMENT COMMU (MAA) 18,209 20,886
    MAGNA INTERNATIONAL INC CL (MGA) 6,562 5,273
    ALTRIA GROUP INC (MO) 18,151 19,209
    MICROSOFT CORP (MSFT)-24 SHARES 11,361 13,981
    NATIONAL RETAIL PROPERTIES (NNN) 19,250 20,025
    NXP SEMICONDUCTOR NV (NXPI) 11,939 10,953
    PAYCHEX INC (PAYX) 17,946 20,627
    PG&E CORP (PCG)-70 SHARES 12,920 12,766
    PULTE GROUP INC (PHM) 8,556 8,375
    PHILIP MORRIS INTERNATIONAL (PM) 18,577 19,340
    PRUDENTIAL FINL (PRU) 10,065 9,769
    CITY NATIONAL ROCHDALE FUND (RIMIX) 101,000 102,702
    CHARLES SCHWAB CORP (SCHW) 15,787 17,124
    SCHLUMBERGER LTD (SLB) 7,718 6,975
    SUBURBAN PROPANE PARTNERS L (SPH) 19,020 13,127
    SYNCHRONY FINANCIAL (SYF) 7,726 7,298
    AT&T INC (T) 5,717 36,303
    THERMO FISHER SCIENTIFIC IN (TMO) 9,364 9,930
    TEXTRON INC (TXT) 12,299 13,443
    UNITEDHEALTH GRP INC (UNH)-36 SHARES 4,445 5,529
    VISA INC (V)-5 SHARES 15,035 15,510
    VECTOR GROUP LTD (VGR) 19,020 18,872
    VERIZON COMM (VZ) 13,192 20,152
    WABTEC (WAB) 9,119 7,823
    WELLS FARGO & CO (WFC) 10,301 10,328
    XCEL ENERGY INC (XEL) 18,999 19,032
    EXXON MOBIL CORP (XOM)-10 SHARES 498 9,744
    APPLE COMPUTER INC (AAPL) 19,374 17,638

    TY 2015 InvestmentsOtherSchedule2
    Name:
    E JOSEPH EVANS CHARITABLE TRUST
     
    LEE ALFIERI TRUSTEE
    EIN:
    04-6269182
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    AMERIGAS PARTNERS LP (APU) AT COST 18,698 14,736
    ENBRIDGE ENERGY PTNRS LP (EEP) AT COST 18,830 15,918
    GRAMERCY PROPERTY TRUST (GPT) AT COST 12,427 14,282
    POWERSHARES PREFERRED PORTF (PGX) AT COST 18,246 18,688
    STONE RIDGE REINSUR RISK PR (SRRIX) AT COST 105,000 105,208

    TY 2015 OtherExpensesSchedule
    Name:
    E JOSEPH EVANS CHARITABLE TRUST
     
    LEE ALFIERI TRUSTEE
    EIN:
    04-6269182
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 22,412 22,412   0
    SURETY BOND 3,910 3,910   0
    COURT FEE 1,275 1,275   0


    TY 2015 OtherIncreasesSchedule
    Name:
    E JOSEPH EVANS CHARITABLE TRUST
     
    LEE ALFIERI TRUSTEE
    EIN:
    04-6269182
    Description Amount
    Pass through distributions 4,183
    tax exempt interest income 944


    TY 2015 TaxesSchedule
    Name:
    E JOSEPH EVANS CHARITABLE TRUST
     
    LEE ALFIERI TRUSTEE
    EIN:
    04-6269182
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 990PF 6,000 6,000   0
    TD AMERITRADE FOREIGN TAXES 730 730   0
    MISCELLANEOUS 14 14   0