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
BABSON-WEBBER-MUSTARD FUND
C/O JUDITH RHOME TRUSTEE
Number and street (or P.O. box number if mail is not delivered to street address)434 RED TOP ROAD
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BREWSTER, MA02631
A Employer identification number

04-2307820
B Telephone number (see instructions)

(508) 238-0321
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$4,969,953
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 9 9  
4 Dividends and interest from securities... 162,305 162,305  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 669,990
b Gross sales price for all assets on line 6a 6,835,784
7 Capital gain net income (from Part IV, line 2)... 669,990
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........ 832,304 832,304  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 36,000 24,000   12,000
14 Other employee salaries and wages...... 30,000 0   30,000
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 2,309 0   2,309
c Other professional fees (attach schedule).... 60,141 60,141   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 8,040 181   2,266
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 2,344 1,229   1,115
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 138,834 85,551   47,690
25 Contributions, gifts, grants paid....... 174,440 174,440
26 Total expenses and disbursements. Add lines 24 and 25 313,274 85,551   222,130
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 519,030
b Net investment income (if negative, enter -0-) 746,753
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......... 546,452 604,615 604,615
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,608,683 Click to see attachment1,863,134 1,863,134
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).......... 2,224,034 Click to see attachment2,502,204 2,502,204
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) 5,379,169 4,969,953 4,969,953
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment1,054 Click to see attachment0
23 Total liabilities (add lines 17 through 22)......... 1,054 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........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 0 0
30 Total net assets or fund balances (see instructions)..... 5,378,115 4,969,953
31 Total liabilities and net assets/fund balances (see instructions). 5,379,169 4,969,953
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
5,378,115
2
Enter amount from Part I, line 27a .....................
2
519,030
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,897,145
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
927,192
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
4,969,953
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      
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 6,835,784   6,165,794 669,990
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a       669,990
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 669,990
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 218,931 5,325,249 0.041112
2013 221,145 5,007,487 0.044163
2012 229,186 4,648,706 0.049301
2011 225,099 4,377,170 0.051426
2010 225,590 4,241,810 0.053182
2
Total of line 1, column (d) .....................
20.239184
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
0.047837
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
5,179,651
5
Multiply line 4 by line 3......................
5
247,779
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
7,468
7
Add lines 5 and 6........................
7
255,247
8
Enter qualifying distributions from Part XII, line 4.............
8
222,130
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 14,935
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 14,935
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 14,935
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 8,560
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 8,560
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 6,375
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 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)
    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
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJUDITH RHOME Telephone no.bullet (508) 238-0321

    Located atbullet434 RED TOP ROADBREWSTERMA ZIP+4bullet02631
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JUDITH RHOME TRUSTEE
    2.50
    12,000 0 0
    434 RED TOP ROAD
    BREWSTER,MA02631
    ROBERT S HOFFMAN III TRUSTEE
    2.50
    12,000 0 0
    37 HOPEWELL FARM ROAD
    NATICK,MA01760
    JESSE M PUTNEY TRUSTEE
    2.50
    12,000 0 0
    55 KENT LANE APT H-321
    NASHUA,NH03062
    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
    MERRILL LYNCH MANAGEMENT ADVISORY FEES 60,141
    100 FEDERAL STREET 17TH FLOOR
    BOSTON,MA02110
    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
    4,810,037
    b
    Average of monthly cash balances.......................
    1b
    448,492
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,258,529
    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
    5,258,529
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    78,878
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,179,651
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    258,983
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    258,983
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    14,935
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    14,935
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    244,048
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    244,048
    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
    244,048
    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
    222,130
    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
    222,130
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    222,130
    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 7 244,048
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 53,033
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 222,130
    a Applied to 2014, but not more than line 2a 53,033
    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..... 169,097
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2015. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    74,951
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015....  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    JUDITH RHOME
    434 RED TOP ROAD
    BREWSTER,MA02631
    (508) 238-0321
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER OR TELEPHONE
    cAny submission deadlines:
    NO
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THIS GRANT PROGRAM IS FUNCTIONING TO PROVIDE SUPPORT TO NEEDY RESIDENTS OF MASSACHUSETTS AT CHRISTMAS TIME. INDIVIDUALS ARE SELECTED FOR THE PROGRAM BASED UPON RECOMMENDATIONS BY THE MEMBERS OF THEIR CHURCH.
    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
    MR MRS SAL AIELLO
    176 THATCHER ROAD
    ROCKPORT,MA01966
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    CHARLET ALLSHOUSE
    19 BROOK MEADOW CIRCLE
    FRAMINGHAM,MA01701
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MARILYN ANDRY
    56 DALE ST
    ROXBURY,MA02119
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    PATRICIA ARMAN
    30 MYSTIC ST
    ARLINGTON,MA02474
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    JANET ARMSTRONG
    226 LINDEN STREET
    WELLESLEY,MA02482
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    HEIDI AYER
    35 BROUGHTON ROAD
    MARBLEHEAD,MA01945
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MR WALTER BAILEY
    51 LAKE ST APT305
    WALTHAM,MA02451
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    BONNIE BARRISH
    88 PLEASANT ST
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MAX BEAUCHAMP
    60 REXFORD ST
    MATTAPAN,MA02126
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MR MRS FRED BLANKENSHIP
    226 MASSACHUSETTS AVE
    BOXBOROUGH,MA01719
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MR MRS JOHN BORGES
    6 COBBLESTONE LANE
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    JANELLE BRINK
    170 EAST MAIN STREET APT 2
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    CHARLENE BROWN
    41 DALE ST
    ROXBURY,MA02119
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MATTHEW BROWN
    65 EASTERN AVE
    ESSEX,MA01929
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    SHEILA BROWN
    8 BECKER LANE
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MRS PATRICIA BURLENSON
    600 WASHINGTON ST
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    BRANDELYN BURNHAM
    3 HERITAGE DRIVE
    SALEM,MA01970
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    LINDA CAIN
    143 COLBURN STREET
    WESTWOOD,MA02090
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    PETER CAMERON
    PO BOX 3112
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MS CHERYL CAMPO
    25 PLEASANT ST
    NORWOOD,MA02062
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MR MRS DAVID CANTANZARO
    108 MAPLEWOOD RD
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    CHERYL CASEY
    30 MYSTIC STREET
    ARLINGTON,MA02474
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MR DAVID CASTELLUCCI
    394 WASHINGTON ST
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MRS DOROTHY CASTELLUCCI
    394 WASHINGTON ST
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MR MRS JOHN CASTELLUCCIO
    6 BENNETT ST APT 1
    BEVERLY,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    VINCIE CASSIE
    10 A TAYLOR ST
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    ANDREW CEDARSTROM
    1066 WASHINGTON ST
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    CAROL COPELAND
    27 MARATHON STREET
    ARLINGTON,MA02474
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    DIANA CHISM
    10 RIVERSIDE ST
    DANVERS,MA01923
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MRS JUDITH CIRIELLO
    23 WAYNE DR
    FOXBORO,MA02035
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MR MARCO COBOS
    106 CHARLES ST
    WALTHAM,MA02453
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MR DAVID COX
    5 JACQUES LANE
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    TAJ MARIE CREARY
    19 FRENCH ST
    MATTAPAN,MA02126
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    TALIA CREARY
    19 FRENCH ST
    MATTAPAN,MA02186
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    YVONNE YOUNG DAVIS
    56 DALE ST
    ROXBURY,MA02119
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MR MRS GLEN DECKERT
    19 LANGSFORD STREET
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    LANI DEJESUS
    3 SUMMIT STREET
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    VILLAGRAN DERODAS
    11 GIBBS CT
    WALTHAM,MA02452
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MARCY DORNA
    16 DICKSON LANE
    WESTON,MA02493
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    PATRICIA DOUCETTE
    26 REVERE ST
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    DARCY DOUCETTE
    6 FORSTER ST UNIT 2
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MR MRS DON DUNBAR
    50 AGAWAM VILLAGE
    IPSWICH,MA01938
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    VALERIE DURSO
    67 MIDDLE ST APT1
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    JANE EDWARDS
    35R SCHOOL ST
    ROCKPORT,MA01966
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    JUDY EDWARDS
    30 MYSTIC ST
    ARLINGTON,MA02474
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MABEL EDWARDS
    505 WASHINGTON ST APT A
    WELLESLEY,MA02482
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    GALINA EFREMOVA
    1 BANCROFT RD
    WELLESLEY,MA02481
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MR MRS RON ESTES
    12 WEBSTER ST
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MARY ANN FAVAZZA
    30 WARNER ST 3
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    SUSIE FAVAZZA
    220 WASHINGTON ST
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MAURA FEENER
    38 RESERVOIR RD
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    TRACY FISHER
    3 YORK RD
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    JEANETTE FOURNIER
    6 BEACON ST
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MR MRS MIKE FRANCIS
    4 SARGENT ST EXT
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MRS TANEESHA FREIDUS
    100 FELTON ST
    WALTHAM,MA02453
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MARILYN GAHAN
    41 CHAMBERS ST APT E
    NEEDHAM,MA02492
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    NANCY GERBER
    60 WINTHROP ST
    FRAMINGHAM,MA01702
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MR MRS STEVE GERMAIN
    23 MOUNT VENON ST APT 1R
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MR MRS JOE GIACOMETTI
    22 AMHERST RD
    BEVERLY,MA01915
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    KATHY GIBSON
    33 ROCKWOOD ROAD
    NORFOLK,MA02056
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    JOANNE GLEASON
    1 SCHOOL STREET APT 313
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    FRANCISE GODDARD
    161R SOUTH ST
    WALTHAM,MA02453
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MR MRS ANDY GONZALES
    37 CLEVELAND ST 2ND FLOOR
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    RIGEMARK GREEN
    80 WOOD AVE
    HYDE PARK,MA02136
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    IVY GROSETT
    45A CHARLESBANK WAY
    WALTHAM,MA02453
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MICHAEL HARKNESS
    111/2 MILLER ST
    AMESBURY,MA01913
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    CHARLENE HARPER
    60 W CENTRAL ST
    NATICK,MA01760
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    ROBERT HILL
    110 PROSPECT ST APT 2
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MRS HENRY HILTON
    91 FRIEND ST APT 2R
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MARGARET HILTON
    88 PLEASANT STREET APT 112
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MR MRS ROBERT JOHNSEN
    317 WASHINGTON ST
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    BRADLEY JOHNSON
    29B SMITH STREET
    ROXBURY,MA02119
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MR MRS BRYAN JOHNSON
    PO BOX 945
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MONISHA JOHNSON
    29B SMITH ST
    ROXBURY,MA02119
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    PETER JOHNSON
    ONE SEAGULL ST
    ROCKPORT,MA01966
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MR MRS MICHAEL JONES
    9 CHAPEL ST
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    SANDY AJ JONES
    1 GRANITE COOURT
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MS TAISHA JOSILE
    422TRAPELO RD 2
    BELMONT,MA02478
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    KIM KEEFE
    30 MYSTIC ST
    ARLINGTON,MA02474
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MS JESSICA KELLEY
    168 CHAPEL STREET
    NEWETON,MA02458
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    NICHOLAS KISH
    58 CHURCH ST
    WELLESLEY,MA02482
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    DONNA KNOWLES
    4 HAVEN TERRACE
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    LINDA LACHOWICZ
    104 PLEASANT ST 1
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MR MRS NICK LAGRASSA
    22 ROUNDY ST
    BEVERLY,MA01915
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    CAROL LEARY
    41 HARDY POND RD
    WALTHAM,MA02451
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    PAUL LEAVITT
    6 WHEELER STREET
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MICHELLE LEIBENSPERGER
    32 KITE FIELD RD
    ROCKPORT,MA01966
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MR MR RON LEMAY
    56 NEWBURYPORT TURNPIKE
    ROWLEY,MA01969
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    JEAN LODGE
    16 RESERVOIR RD
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MR MRS JONATHAN LOVELACE
    152 ATLANTIC AVE
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    JACKIE LUNDELL
    30 B CHAMBERS ST
    NEEDHAM,MA02492
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    JEANNE LYONS
    50 POPLAR PARK
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    KATHIE MCELWAIN
    4 WILLOW ST
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    ROBERT MCNUTT
    101 PLEASANT ST
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MRS CATHY MIASKIEWICZ
    131 PROSPECT ST
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    DEB MILLER
    40 GROVE ST 2
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    COLLEEN MOCERI
    2 OVERLOOK AVE
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    JIM MONGIARDO
    16 DAVID DR
    NATICK,MA01760
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MS KRISTIN MONTANEZ
    34 EMMETT AVE
    DEDHAM,MA02026
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    DIANE MOORES
    66A HANSEN RD
    WALTHAM,MA02451
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MR MRS ED MORAIS
    15 LIBERTY ST
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MR MRS ED MORAN
    8 DECAROLIS DR
    TEWKSBURY,MA01876
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    ROBERT MORLEY
    48 PINE ST APT C-2
    WALTHAM,MA02453
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MRS MARJORIE MORSE
    31 GEE AVE
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    TAMARA MOULTON
    99 PROSPECT ST APT35
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    SANDI MOUNTAIN
    31 PROSPECT ST
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    JOAN MOYNIHAN
    23 MONDELLO SQUARE A
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    WALTER MURPHY
    48 HARRISON AVE
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MR MRS RAFAEL NAZARIO
    62 BEAL RD
    WALTHAM,MA02453
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    LYNDA NEBEN
    55 APPLE RD APT 12
    BEVERLY,MA01915
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    ROXY HOLSHER NILSSON
    174 EAST MAIN ST
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MR MRS JOSH NOCHELLA
    13 RUSSELL AVE
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MS DAWNA NOGUEIRA
    86 DERBY ST
    NEWTON,MA02465
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MRS RENE YOUNG-O'HANLEY
    3 YOUNGS RD
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    SUSAN ORLEANS
    16 BUTTERNUT LANE
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    ROBERT ORTIZ
    13 SPRING ST
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    ELIZABETH PATINO
    73 PRESIDENTS ROW
    ASHLAND,MA01721
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    SUSIE PELLEGRINE
    60 CLINTON ST
    NEWTON,MA02455
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    GREGORY PERRY
    23 FRIEND ST
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MR MRS CHRISTOPHER PHILLIPS-GREEN
    60 MIDDLESEX RD APT 7
    WALTHAM,MA02452
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MELANIA POOLE
    11 GRANITE ST
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    CHARLES POTTER
    4 GENE ST
    DORCHESTER,MA02121
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MRS AGNES PUFF
    37 GLOUCESTER AVE
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    BRENDA RICHARD
    807 THE HEIGHTS AT CAPE ANN
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    KAREN RIDEOUT
    29 MAIN ST 2ND FLOOR
    SO GRAFTON,MA01560
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    JOYCE ROWE
    11 FOREST ST
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MRS JEAN RUDENAUER
    356 LINCOLN ST APT 18
    WALTHAM,MA02451
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MS TRACIE RYAN
    14 NORFOLK ST
    CANTON,MA02021
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    RACHEL SAFER
    9 CHAPEL ST 3
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MR MRS ANDREW SHAW
    13 BAILEY AVE
    BEVERLY,MA01915
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    CHERYL SHOLDS
    6 LANGSFORD ST
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MRS LOIS SHOWALTER
    1900 BEACON ST
    BROOKLINE,MA02445
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    ANDIANA SIDELL
    16 STARKNAUGHT HEIGHTS
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MR MRS JAMES SMITH
    55 WEST ST UNIT 1
    MEDFIELD,MA02052
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MARIANNE SMITH
    16 PLEASANT ST
    WELLESLEY,MA02482
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MR MRS DYLAN SNELL
    16 BARKER AVE
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MILDRED STACEY
    8 BECKER LANE
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MR BENJAMIN STEELE
    PO BOX 214
    ROCKPORT,MA01966
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    SANDY STILLMAN
    33 LEPAGE LANE
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    SYLVIA STILLMAN
    104 COBBLE STONE LANE
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MICHELLE STRATTON
    428 BROADWAY
    RAYNHAM,MA02767
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    NANCY STRATTON
    145 CENTRAL ST
    SOUTH EASTON,MA02375
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    JAMIE THOMPSON
    49 CHENEY ST APT 14
    DORCHESTER,MA02121
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MRS KAREN THOMPSON
    22 FERNDALE RD
    NATICK,MA01760
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    ROXANNE TIERO
    30 CONANT ST UNIT 1B
    BEVERLY,MA01915
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    PETER TODD
    88 PLEASANT ST APT 219
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    JOAN TOMPKINS
    47 POPLAR PARK
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    AMY YAFANG TSAO
    10 THIRD ST 2
    NATICK,MA01760
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    VICTORIA WALTON
    1 WEBSTER ST APT 2L
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MR MRS CORY WARD
    3A PARSONS HILL RD
    WENHAM,MA01984
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    GLENN WILLIAMS
    26 WARNER ST
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    MR MRS LESLIE WILLIAMS
    25 FERNALD ST
    GLOUCESTER,MA01930
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    LYNNE WORRELL
    110 HEATH ST
    JAMAICA PLAIN,MA02130
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    ARIANA ZWICK
    30 MYSTIC ST
    ARLINGTON,MA02474
        DONATIONS TO INDIVIDUALS TO HELP THE NEEDY 600
    REV MATTHEW WOOSTER WELLESLEY HILLS CONGREGATIONAL CHURCH
    207 WASHINGTON ST
    WELLESLEY HILLS,MA02481
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY 2,500
    CLERK FIRST CHURCH OF CHRIST SCIENT
    8 ROCKLAND ST
    WELLESLEY,MA02481
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY 2,500
    REV KEVIN SEPE ST PAUL'S PARISH
    503 WASHINGTON ST
    WELLESLEY,MA02481
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY 2,500
    REV KEVIN CRISPELL ELMWOOD CHAPEL
    42 ELMWOOD RD
    WELLESLEY,MA02481
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY 2,500
    RABBI JOEL SISENWINE TEMPLE BETH EL
    10 BETHEL RD
    WELLESLEY,MA02482
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY 2,500
    REV KEVIN SEPE ST JOHN THE EVANGELI
    9 GLEN RD
    WELLESELEY HILLS,MA02482
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY 2,500
    REV GEORGE STEVENS ST MARY'S EPISCO
    258 CONCORD ST
    NEWTON LOWER FALLS,MA02462
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY 2,500
    MS REGINA MCCARTHY WELLESLEY FRIEND
    26 BENVENUE ST
    WELLESLEY,MA02482
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY 2,500
    REV ADRIAN ROBBINS-COLE ST ANDREWS
    79 DENTON RD
    WELLESLEY,MA02482
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY 2,500
    REV THOMAS BENTLEY TRINITY CONGREGA
    70 MIDDLE ST
    GLOUCESTER,MA01930
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY 2,500
    PASTOR ANN DENEEN ST PAUL LUTHERAN
    1123 WASHINGTON ST
    GLOUCESTER,MA01930
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY 2,500
    MR DEAN SIDELL ELDER COMMUNITY CHUR
    7 CHAPEL ST
    GLOUCESTER,MA01930
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY 2,500
    RABBI STEVEN LEWIS TEMPLE AHAVET AC
    86 MIDDLE ST
    GLOUCESTER,MA01930
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY 2,500
    REV PETER ABERLE ORTHODOX CONGREGAT
    1120 WASHINGTON ST
    GLOUCESTER,MA01930
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY 2,500
    PASTOR DAVID MYERS GLOUCESTER UNITE
    436 WASHINGTON ST
    GLOUCESTER,MA01930
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY 2,500
    PASTOR MARCUS ROLPH CALVARY CHAPEL
    384 WASHINGTON ST
    GLOUCESTER,MA01930
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY 2,500
    REV JANET PARSONS GLOUCESTER UNITAR
    10 CHURCH ST
    GLOUCESTER,MA01930
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY 2,500
    PASTOR PETER BERTOZZI CAPE ANN BIBL
    8 THOMPSON ST
    GLOUCESTER,MA01930
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY 2,500
    REV DEIRDRE GREENWOOD WHITE THE ANN
    820 WASHINGTON ST
    GLOUCESTER,MA01930
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY 2,500
    REV BRET HAYES ST JOHN'S EPISCOPAL
    48 MIDDLE ST
    GLOUCESTER,MA01930
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY 2,500
    MR ROBERT WEEKS SOCIETY OF ST VINCE
    ST ANTHONYS LANE
    GLOUCESTER,MA01930
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY 2,500
    FATHER JAMES ACHADINHA OUR LADY OF
    142 PROSPECT STREET
    GLOUCESTER,MA01930
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY 2,500
    REV JAMES WILLIAMS GLOUCESTER ASSEM
    211 WASHINGTON ST
    GLOUCESTER,MA01930
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY 2,500
    PASTOR JACK BROWN NORTH SHORE BIBLE
    65 EASTERN AVE
    ESSEX,MA01929
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY 2,500
    MRS SUSAN GOULD-COVIELLO NORTH SHOR
    5 CENTER ST
    GLOUCESTER,MA01930
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY 2,500
    MS JUDITH WHITMARSH HEARTH INC
    1640 WASHINGTON ST
    BOSTON,MA02118
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY 2,500
    REV JAMES SINCLAIR FIRST BAPTIST CH
    400 LEXINGTON ST
    WALTHAM,MA02452
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY 2,500
    MS ALBERTA ELIAS ARLINGTON AREADEPT
    30 MYSTIC ST
    ARLINGTON,MA02474
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY 2,500
    MS JENNIFER BELOFF ACTION INC
    180 MAIN STREET
    GLOUCESTER,MA01930
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY 2,500
    REV EVAN HINES ELIOT CONGREGATIONAL
    56 DALE ST
    BOSTON,MA02119
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY 2,500
    MS KATHLEEN SEAMAN MT PLEASANT HOME
    301 SHUNTINGTON AVE
    JAMAICA PLAIN,MA02130
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY 2,500
    REV ELIZABETH GARRIGAN-BYERLY WELLE
    2 CENTRAL ST
    WELLESLEY,MA02482
        DONATIONS TO RELIGIOUS ORGANIZATIONS TO HELP THE NEEDY 2,500
    EDUCATIONAL BOOKS FOR NEEDY INDIVID
    150 VARIOUS ADDRESSES
    LOCAL TOWNS,MA02631
        EDUCATIONAL BOOKS FOR NEEDY INDIVIDUALS 2,040
    Total .................................bullet 3a 174,440
    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 9  
    4 Dividends and interest from securities....     14 162,305  
    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 ............
        18 669,990  
    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).. 0 832,304 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13832,304
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

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

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    BABSON-WEBBER-MUSTARD FUND
     
    C/O JUDITH RHOME TRUSTEE
    EIN:
    04-2307820
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 2,309 0   2,309

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    BABSON-WEBBER-MUSTARD FUND
     
    C/O JUDITH RHOME TRUSTEE
    EIN:
    04-2307820
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EQUITIES 1,863,134 1,863,134

    TY 2015 InvestmentsOtherSchedule2
    Name:
    BABSON-WEBBER-MUSTARD FUND
     
    C/O JUDITH RHOME TRUSTEE
    EIN:
    04-2307820
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS FMV 2,312,206 2,312,206
    CERTIFICATES OF DEPOSIT FMV 189,998 189,998

    TY 2015 OtherDecreasesSchedule
    Name:
    BABSON-WEBBER-MUSTARD FUND
     
    C/O JUDITH RHOME TRUSTEE
    EIN:
    04-2307820
    Description Amount
    UNREALIZED LOSS 927,192


    TY 2015 OtherExpensesSchedule
    Name:
    BABSON-WEBBER-MUSTARD FUND
     
    C/O JUDITH RHOME TRUSTEE
    EIN:
    04-2307820
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUES AND SUBSCRIPTIONS 1,229 1,229   0
    OFFICE EXPENSE 458 0   458
    FILING FEES 70 0   70
    POSTAGE 578 0   578
    INTEREST 9 0   9


    TY 2015 OtherLiabilitiesSchedule
    Name:
    BABSON-WEBBER-MUSTARD FUND
     
    C/O JUDITH RHOME TRUSTEE
    EIN:
    04-2307820
    Description Beginning of Year - Book Value End of Year - Book Value
    PAYROLL LIABILITIES 1,054 0


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    BABSON-WEBBER-MUSTARD FUND
     
    C/O JUDITH RHOME TRUSTEE
    EIN:
    04-2307820
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVISOR FEE 60,141 60,141   0


    TY 2015 TaxesSchedule
    Name:
    BABSON-WEBBER-MUSTARD FUND
     
    C/O JUDITH RHOME TRUSTEE
    EIN:
    04-2307820
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAX 2,266 0   2,266
    EXCISE TAX 5,593 0   0
    FOREIGN TAX 181 181   0