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 07-01-2015 , and ending 06-30-2016
Name of foundation
SILVER FAMILY FOUNDATION
C/O WALTER BERLINGO AND COMPANY
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 4080
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DARIEN, CT068201480
A Employer identification number

06-1532898
B Telephone number (see instructions)

(203) 655-2800
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$15,661,361
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 6,060
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 125 125  
4 Dividends and interest from securities... 459,272 459,272  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 196,495
b Gross sales price for all assets on line 6a 12,549,501
7 Capital gain net income (from Part IV, line 2)... 196,495
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........ 661,952 655,892  
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)....... 6,060 3,030   3,030
c Other professional fees (attach schedule).... 73,469 0   73,469
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 12,301 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 18,645 0   18,645
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 62,092 59,472   2,620
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 172,567 62,502   97,764
25 Contributions, gifts, grants paid....... 3,041,620 3,041,620
26 Total expenses and disbursements. Add lines 24 and 25 3,214,187 62,502   3,139,384
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,552,235
b Net investment income (if negative, enter -0-) 593,390
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 312,919 1,068,619 1,068,619
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)....... 15,866,391 Click to see attachment12,558,456 14,592,742
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)..........      
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) 16,179,310 13,627,075 15,661,361
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........ 9,574,803 9,574,803
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 6,604,507 4,052,272
30 Total net assets or fund balances (see instructions)..... 16,179,310 13,627,075
31 Total liabilities and net assets/fund balances (see instructions). 16,179,310 13,627,075
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
16,179,310
2
Enter amount from Part I, line 27a .....................
2
-2,552,235
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
13,627,075
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
13,627,075
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 PUBLICLY TRADED SECURITIES THRU ML ACCOUNT P    
b WASH SALE ADJUSTMENT P    
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 12,549,501   12,415,504 133,997
b       62,498
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a       133,997
b       62,498
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 196,495
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 2,007,006 19,458,475 0.103143
2013 2,041,406 19,966,309 0.102243
2012 1,824,602 19,324,208 0.094421
2011 1,136,369 19,004,384 0.059795
2010 1,228,518 17,386,152 0.070661
2
Total of line 1, column (d) .....................
20.430263
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
0.086053
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
16,528,944
5
Multiply line 4 by line 3......................
5
1,422,365
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
5,934
7
Add lines 5 and 6........................
7
1,428,299
8
Enter qualifying distributions from Part XII, line 4.............
8
3,139,384
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 5,934
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 5,934
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 5,934
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 10,000
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,000
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 4,066
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet4,066 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
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCT
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletSILVERFOUNDATION.ORG
    14
    The books are in care ofbulletWALTER BERLINGO CO Telephone no.bullet (203) 655-2800

    Located atbullet280 TOKENEKE ROADDARIENCT ZIP+4bullet06820
    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
    PHILIP AND BARBARA SILVER TRUSTEE
    10.00
    0 0 0
    C/O PO BOX 4080
    DARIEN,CT068201480
    PETER MILO SILVER TRUSTEE
    10.00
    0 0 0
    C/O PO BOX 4080
    DARIEN,CT068201480
    PHILIP TYLER SILVER TRUSTEE
    10.00
    0 0 0
    C/O PO BOX 4080
    DARIEN,CT068201480
    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
    SARA MERTEN FOUNDATION MANAGER 71,019
    C/O PO BOX 4080
    DARIEN,CT068201480
    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
    16,063,380
    b
    Average of monthly cash balances.......................
    1b
    717,274
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    16,780,654
    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
    16,780,654
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    251,710
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    16,528,944
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    826,447
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    826,447
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    5,934
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,934
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    820,513
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    820,513
    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
    820,513
    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
    3,139,384
    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
    3,139,384
    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
    5,934
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    3,133,450
    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 7 820,513
    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...... 775,891
    b From 2011...... 197,317
    c From 2012...... 871,523
    d From 2013...... 1,072,185
    e From 2014...... 1,052,550
    fTotal of lines 3a through e........ 3,969,466
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 3,139,384
    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..... 820,513
    e Remaining amount distributed out of corpus 2,318,871
    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 6,288,337
    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) ...
    775,891
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......
    5,512,446
    10 Analysis of line 9:
    a Excess from 2011.... 197,317
    b Excess from 2012.... 871,523
    c Excess from 2013.... 1,072,185
    d Excess from 2014.... 1,052,550
    e Excess from 2015.... 2,318,871
    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).)
    PHILIP AND BARBARA SILVER
    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 e-mail address of the person to whom applications should be addressed:
    SILVER FAMILY FOUNDATION
    PO BOX 18234
    PORTLAND,OR97218
    (999) 999-9999
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER OF INQUIRY (LOI) THAT IS NO LONGER THAN THREE PAGES. PLEASE VISIT THE FOUNDATION'S WEBSITE FOR ADDITIONAL INFORMATION AS TO WHAT THE LOI MUST INCLUDE.
    cAny submission deadlines:
    SPRING CYCLE; GRANT PROPOSALS ARE DUE MARCH 31ST / FALL CYCLE; GRANT PROPOSALS ARE DUE SEPT 3OTH
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOUNDATION DOES NOT SUPPORT CAPITAL REQUESTS NOR DOES IT MAKE GRANTS TO INDIVIDUALS OUTSIDE THE GEOGRAPHIC SCOPE OF OREGON AND WASHINGTON
    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
    BIG BROTHERS BIG SISITERS COLUMBIA NORTHWEST
    1827 NE 44TH AVE SUITE 100
    PORTLAND,OR97213
    NONE 501(C)(3) PUBLIC CHA MENTORING PROGRAM 50,000
    CAMP TAMARACK
    2608 NW ROBERT WA
    BEND,OR97701
    NONE 501(C)(3) PUBLIC CHA TO PROVIDE AND SUPPORT EDUCATIONAL OPPORTUNITIES AND PROJECTS THAT OFFER AN UNDERSTANDING OF THE IMPORTANCE OF THE ENVIRONMENT AND ENCOURAGE SAFE, PRODUCTIVE AND ENLIGHTENING EXPERIENCES WITHIN. 25,000
    CAMP TEN TREES
    1122 E PIKE STREET 1488
    SEATTLE,WA98122
    NONE 501(C)(3) PUBLIC CHA CREATES A LOVING AND ENGAGING YOUTH CAMP ENVIRONMENT FOR LGBTQ COMMUNITIES AND THEIR ALLIES. 10,000
    CHILDREN'S INSTITUTE
    1221 SW YAMHILL ST SUITE 260
    PORTLAND,OR97205
    NONE 501(C)(3) PUBLIC CHA HUMAN SERVICES 50,000
    COLLEGE ACCESS NOW
    PO BOX 22999
    SEATTLE,WA98122
    NONE 501(C)(3) PUBLIC CHA MAKE COLLEGE ADMISSION POSSIBLE FOR ECONOMICALLY DISADVANTAGED STUDENTS 25,000
    COLLEGE DREAMS INC
    PO BOX 1407
    GRANTS PASS,OR97528
    NONE 501(C)(3) PUBLIC CHA MENTORING PROGRAM 25,000
    COLLEGE POSSIBLE
    501 NE HOOD AVE
    GRESHAM,OR97030
    NONE 501(C)(3) PUBLIC CHA MENTORING LOW INCOME STUDENTS TO GET INTO COLLEGE 40,000
    COMMUNITIES IN SCHOOL IN PENINSULA
    PO BOX 684
    VAUGHN,WA98394
    NONE 501(C)(3) PUBLIC CHA PROMOTE STUDENT SUCESS THROUGH CONNECTING THEM WITH COMMUNITY RESOURCES. 30,000
    DE LA SALLE NORTH CATHOLIC HIGH SCHOOL
    728 N FENWICK AVENUE
    PORTLAND,OR97217
    NONE 501(C)(3) PUBLIC CHA COLLEGE PREP EDUCATION 95,000
    ECOSYSTEM SCIENCES FOUNDATION
    202 N 9TH STREET SUITE 400
    BOISE,ID83702
    NONE 501(C)(3) PUBLIC CHA RESEARCH IN THE FIELDS OF ECOLOGY 50,000
    ELEVATE OREGON
    12730 NE MARX STREET
    PORTLAND,OR97230
    NONE 501(C)(3) PUBLIC CHA SUPPORTING CHILDREN IN\OUT OF SCHOOL AND ATHLETIC\ADVENTURE PROGRAMS 25,000
    FISHTRAP INC
    PO BOX 38
    ENTERPRISE,OR97828
    NONE 501(C)(3) PUBLIC CHA PROMOTING CLEAR THINKING AND GOOD WRITING IN AND ABOUT THE WEST 10,000
    FRENCH AMERICAN INTERNATIONAL SCHOOL
    8500 NW JOHNSON STREET
    PORTLAND,OR97229
    NONE 501(C)(3) PUBLIC CHA PROVIDE BILINGUAL EDUCATION 10,000
    FRIENDS OF SATURDAY ACADEMY
    5000 N WILLAMETTE BLVD
    PORTLAND,OR97203
    NONE 501(C)(3) PUBLIC CHA TO ENGAGE ALL MOTIVATED YOUNG PEOPLE, INCLUDING THOSE FROM UNDER-REPRESENTED COMMUNITIES, IN HANDS-ON, IN-DEPTH LEARNING BY CONNECTING THEM TO COMMUNITY EXPERS AS EDUCATORS AND MENTORS. 10,000
    FRIENDS OF THE CHILDREN KING COUNTY
    PO BOX 22801
    SEATTLE,WA98122
    NONE 501(C)(3) PUBLIC CHA MENTORING PROGRAM FOR CHILDREN 70,000
    FRIENDS OF THE CHILDREN KLAMATH FALLS
    3837 ALTAMONT DRIVE
    KLAMATH FALLS,OR97603
    NONE 501(C)(3) PUBLIC CHA MENTORING PROGRAM FOR CHILDREN 39,306
    FRIENDS OF THE CHILDREN PORTLAND
    44 NE MORRIS
    PORTLAND,OR97212
    NONE 501(C)(3) PUBLIC CHA MENTORING PROGRAM FOR CHILDREN 50,000
    I HAVE A DREAM FOUNDATION-OREGON
    1478 NE KILLINGSWORTH STREET
    PORTLAND,OR972114981
    NONE 501(C)(3) PUBLIC CHA MENTORING PROGRAM FOR CHILDREN 50,000
    LAKE COUNTY YOUTH MENTOR
    357 NORTH L STREET
    LAKEVIEW,OR97630
    NONE 501(C)(3) PUBLIC CHA LAKE COUNTY YOUTH MENTORING PROGRAMS 15,000
    MARATHON EDUCATION PARTNERS
    PO BOX 82007
    PORTLAND,OR97282
    NONE 501(C)(3) PUBLIC CHA SCHOLARSHIP OPPORTUNITY FOR CHILDREN WITH FINANCIAL NEED 15,000
    MIND MATTERS OF PORTLAND
    PO BOX 820023
    PORTLAND,OR97282
    NONE 501(C)(3) PUBLIC CHA PREPARING HIGH SCHOOL STUDENTS FOR COLLEGE 25,000
    MIND MATTERS OF SEATTLE
    330 N 10TH STREET
    TACOMA,WA98403
    NONE 501(C)(3) PUBLIC CHA PREPARING HIGH SCHOOL STUDENTS FOR COLLEGE 15,000
    OREGON COMMUNITY FOUNDATION
    1221 SW YAMHILL ST SUITE 100
    PORTLAND,OR97205
    NONE 501(C)(3) PUBLIC CHA IMPROVE LIFE IN OREGON AND PROMOTE EFFECTIVE PHILANTHROPY. 15,000
    OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION
    1121 SW SALMON STREET SUITE 200
    PORTLAND,OR97205
    NONE 501(C)(3) PUBLIC CHA HEALTH CARE 1,680,764
    POINT FOUNDATION
    5055 WILSHIRE BLVD SUITE 501
    LOS ANGELES,CA90036
    NONE 501(C)(3) PUBLIC CHA EMPOWERS PROMISING LGBTQ STUDENTS TO ACHIEVE THEIR FULL ACADEMIC AND LEADERSHIP POTENTIAL. 25,000
    PORTLAND LEADERSHIP FOUNDATION
    809 N RUSSELL 203
    PORTLAND,OR97227
    NONE 501(C)(3) PUBLIC CHA TO STRENGTHEN AND DEVELOP LEADERSHIP FOR THE SPIRITUAL AND SOCIAL RENEWEL OF PORTLAND OREGON. 30,000
    RAINIER SCHOLARS
    2100 24TH AVENUE SOUTH SUITE 210
    SEATTLE,WA98144
    NONE 501(C)(3) PUBLIC CHA YOUTH ACADEMIC ENRICHMENT/COLLEGE PREP/LEADERSHIP DEVELOPMENT 102,850
    READING RESULTS
    3115 NE SANDY BLVD SUITE 229
    PORTLAND,OR97227
    NONE 501(C)(3) PUBLIC CHA WORKING TOWARD THE VISION THAT ALL CHILDREN HAVE THE RIGHT TO READ AND SUCCEED. 70,000
    SEATTLE NATIVITY SCHOOL
    PO BOX 20730
    SEATTLE,WA98102
    NONE 501(C)(3) PUBLIC CHA SCIENCE,TECHNOLOGY,ENGINEERING AND MATH MIDDLE SCHOOL SEEKING TO BREAK THE CYCLE OF POVERTY THROUGH AN EDUCATION THAT NOURISHES SOULS AND IGNITIES LEADERS FOR LOVE AND SERVICE. 51,200
    SOCIAL VENTURE PARTNERS SEATTLE
    1601 SECOND AVENUE SUITE 615
    SEATTLE,WA98101
    NONE 501(C)(3) PUBLIC CHA YOUTH PHILANTHROPY AND VOLUNTEERISM 15,000
    ST ANDREW NAVITY SCHOOL
    4925 NE 9TH AVENUE
    PORTLAND,OR97211
    NONE 501(C)(3) PUBLIC CHA EDUCATION IN THE JESUIT TRADITION TO SERVE YOUTH OF ALL FAITHS FROM LOW INCOME BACKGROUNDS 35,000
    SUMMER SEARCH SEATTLE
    1109 1ST AVE SUITE 205
    SEATTLE,WA98101
    NONE 501(C)(3) PUBLIC CHA MENTORING PROGRAM FOR LOW INCOME STUDENTS 40,000
    TREEHOUSE FUND
    2100 24TH AVENUE SOUTH SUITE 200
    SEATTLE,WA98144
    NONE 501(C)(3) PUBLIC CHA PROVIDING ASSISTANCE TO FOSTER CHILDREN 25,000
    YOUNGLIFE
    PO BOX 520
    COLORADO SPRINGS,CO80901
    NONE 501(C)(3) PUBLIC CHA INTRODUCING ADOLESCENTS TO JESUS CHRIST AND HELPING THEM GROW IN THEIR FAITH. 100,000
    BRAVO YOUTH ORCHESTRAS
    PO BOX 17356
    PORTLAND,OR97217
    NONE 501(C)(3) PUBLIC CHA TRANSFORMS THE LIVES OF UNDERSERVED YOUTH THROUGH ORCHESTRAL MUSIC INSTRUCTION EMPHASIZING COLLABORATION AND PROMOTING SELF CONFIDENCE 25,000
    CAMP FIRE COLUMBIA
    1411 SW MORRISON ST 300
    PORTLAND,OR97205
    NONE 501(C)(3) PUBLIC CHA YOUTH ACHIEVEMENT PROGRAMS 25,000
    PORTLAND CIRCLE OF FRIENDS AND FAMILY PRESCHOOL
    6828 SE HOLGATE BLVD
    PORTLAND,OR972064739
    NONE 501(C)(3) PUBLIC CHA YOUTH EDUCATION 7,500
    KAIROSPDX
    PO BOX 12190
    PORTLAND,OR97212
    NONE 501(C)(3) PUBLIC CHA PROVIDE DIRECT AND INDIRECT, CULTURALLY COMPETENT CONSULTING AND SERVICES TO FAMILIES 30,000
    OREGON MESA
    PO BOX 751
    PORTLAND,OR97201
    NONE 501(C)(3) PUBLIC CHA YOUTH MATHEMATICS, ENGINEERING AND SCIENCE 10,000
    SEATTLE URBAN ACADEMY
    3800 SOUTH OTHELLO STREET
    SEATTLE,WA98118
    NONE 501(C)(3) PUBLIC CHA EDUCATION 20,000
    Total .................................bullet 3a 3,041,620
    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 ...........
        14 125  
    4 Dividends and interest from securities....     14 459,272  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property
             
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............
        18 196,495  
    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).. 0 655,892 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13655,892
    (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
    SILVER FAMILY FOUNDATION
    C/O WALTER BERLINGO AND COMPANY
    Employer identification number

    06-1532898
    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
    SILVER FAMILY FOUNDATION
    C/O WALTER BERLINGO AND COMPANY
    Employer identification number
    06-1532898
    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
     
     

    R PHILIP SILVER  
    C/O PO BOX 4080
     
    DARIEN, CT068201480

    $ 6,060


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

       
     
     

    $  


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

       
     
     

    $  


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

       
     
     

    $  


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

       
     
     

    $  


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

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 3
    Name of organization
    SILVER FAMILY FOUNDATION
    C/O WALTER BERLINGO AND COMPANY
    Employer identification number

    06-1532898
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 4
    Name of organization
    SILVER FAMILY FOUNDATION
    C/O WALTER BERLINGO AND COMPANY
    Employer identification number

    06-1532898
    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:
    SILVER FAMILY FOUNDATION
     
    C/O WALTER BERLINGO AND COMPANY
    EIN:
    06-1532898
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL AND ACCOUNTING 6,060 3,030   3,030

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    SILVER FAMILY FOUNDATION
     
    C/O WALTER BERLINGO AND COMPANY
    EIN:
    06-1532898
    Name of Stock End of Year Book Value End of Year Fair Market Value
    11,542 SHS CONSUMER DISCRETIONARY SELECT SECTOR 545,347 900,969
    16,816 SHS CONSUMER STAPLES SELECT SECTOR 556,310 927,402
    11,767 SHS HEALTH CARE SELECT SECTOR 451,030 843,753
    27,222 ISHARES MSCI EAFE INDEX FUND 1,630,181 1,519,587
    3,182 SHS MATERIALS SELECT SECTOR 127,250 147,454
    0 SHS PIMCO ALL ASSETS 0 0
    6,711 SHS SELECT SECTOR ENERGY 492,902 457,966
    18,832 SHS SELECT SECTOR INDUSTRIAL 769,417 1,054,780
    9,078 SHS SELECT SECTOR UTILITIES 341,843 476,365
    0 SHS TEMPLETON GLOBAL BOND FD 0 0
    11,192 SHS VANGUARD INFORMATION TECHNOLOGY 832,774 1,198,551
    11,688 SHS ISHARES MSCI EMERGING MARKETS 476,081 489,044
    3,663 SHS VANGUARD SHORT TERM BOND 294,013 296,992
    2,379 SHS VANGUARD TELECOMMUNICATION SERVICES 177,230 234,094
    0 SHS EMERGING GLOBAL SHARES 0 0
    22,989 SHS VANGUARD FINANCIALS ETF 1,053,136 1,088,759
    0 SHS EATON VANCE FLOATING-RATE 0 0
    0 SHS PIMCO FOREIGN BOND FUND 0 0
    15,302 SHS VANGUARD INTERMEDIATE-TERM BOND 1,301,237 1,347,679
    4,083 SHS ISHARES IBOXX $ 476,070 501,127
    4,283 SHS ISHARES TIPS 479,014 499,698
    4,288 SHS ISHARES 3-7 YEAR 534,809 546,077
    8,996 SHS ISHARES MBS ETF 985,419 989,290
    1,758 SHS ISHARES IBOXX$ HIGH YIELD 147,631 148,903
    13,633 SHS POWERSHARES GLOBAL EXCHANGE TRADED 379,046 403,264
    6,504 SHS POWERSHARES PREFERRED PORTFOLIO 95,360 99,121
    3,828 SHS SPDR KBW INSURANCE 273,740 272,209
    7,931 SHS VANECK VECTORS J.P. 138,616 149,658

    TY 2015 OtherExpensesSchedule
    Name:
    SILVER FAMILY FOUNDATION
     
    C/O WALTER BERLINGO AND COMPANY
    EIN:
    06-1532898
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 59,324 59,324   0
    OFFICE EXPENSES 2,620 0   2,620
    BANK FEE 148 148   0


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    SILVER FAMILY FOUNDATION
     
    C/O WALTER BERLINGO AND COMPANY
    EIN:
    06-1532898
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GRANT WRITING 2,450 0   2,450
    ADMINISTRATIVE SERVICES 71,019 0   71,019


    TY 2015 TaxesSchedule
    Name:
    SILVER FAMILY FOUNDATION
     
    C/O WALTER BERLINGO AND COMPANY
    EIN:
    06-1532898
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL INCOME TAX 12,301 0   0