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
Yvonne & Leslie Pollack Family
Foundation Inc
Number and street (or P.O. box number if mail is not delivered to street address)8 Long Meadow Rd
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Bedford, NY10506
A Employer identification number

13-3985619
B Telephone number (see instructions)

(914) 234-7096
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$6,428,031
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 11 11  
4 Dividends and interest from securities... 101,943 101,943  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 300,064
b Gross sales price for all assets on line 6a 1,329,103
7 Capital gain net income (from Part IV, line 2)... 300,064
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........ 402,018 402,018  
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)....... 3,600 0   0
c Other professional fees (attach schedule).... 17,158 17,158   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 1,418 1,418   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 250 0   250
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 22,426 18,576   250
25 Contributions, gifts, grants paid....... 415,435 415,435
26 Total expenses and disbursements. Add lines 24 and 25 437,861 18,576   415,685
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -35,843
b Net investment income (if negative, enter -0-) 383,442
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............. 38,508 11,980 11,980
2 Savings and temporary cash investments......... 7,160 1,394 1,394
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)....... 2,270,372 Click to see attachment2,759,122 3,069,114
c Investments—corporate bonds (attach schedule)....... 1,486,542 Click to see attachment1,487,413 1,385,497
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,282,197 Click to see attachment1,791,907 1,960,046
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) 6,084,779 6,051,816 6,428,031
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.................. 6,084,779 6,051,816
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 6,084,779 6,051,816
31 Total liabilities and net assets/fund balances (see instructions). 6,084,779 6,051,816
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
6,084,779
2
Enter amount from Part I, line 27a .....................
2
-35,843
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
2,880
4
Add lines 1, 2, and 3 ..........................
4
6,051,816
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
6,051,816
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 50 AMERICAN EXPRESS CO P 2014-05-05 2015-01-08
b 75 AMERICAN EXPRESS CO P 2014-06-25 2015-01-08
c 22 VERIZON COMMUNICATIONS INC P 2014-02-21 2015-01-15
d 125 ***NXP SEMICONDUCTORS NV P 2014-07-29 2015-01-16
e 175 DOW CHEMICAL CO/THE P 2014-02-20 2015-01-28
75 DOW CHEMICAL CO/THE P 2014-04-10 2015-01-28
100 DOW CHEMICAL CO/THE P 2014-05-05 2015-01-28
200 MICROSOFT CORP P 2014-04-10 2015-01-28
50 MICROSOFT CORP P 2014-08-04 2015-01-28
4 MICROSOFT CORP P 2014-09-30 2015-01-28
15 ALLERGAN INC P 2014-10-02 2015-02-05
100 DTE ENERGY COMPANY P 2014-02-18 2015-02-12
50 DTE ENERGY COMPANY P 2014-05-05 2015-02-12
75 ASSURANT INC P 2014-09-11 2015-02-13
50 JPMORGAN CHASE & CO P 2014-07-16 2015-02-17
50 EOG RESOURCES INC P 2014-07-15 2015-03-10
20 AETNA INC P 2014-05-27 2015-03-17
14 ANTHEM INC P 2014-07-23 2015-03-17
29 DANAHER CORP P 2015-01-26 2015-03-17
26 ESTEE LAUDER COMPANIES-CL A P 2014-05-28 2015-03-17
25 SCHLUMBERGER LTD P 2014-05-16 2015-03-17
1 SCHLUMBERGER LTD P 2014-10-15 2015-03-17
101 LINEAR TECHNOLOGY CORP P 2015-01-20 2015-03-18
23 NETSUITE INC P 2014-05-07 2015-03-18
27 NETSUITE INC P 2014-05-07 2015-03-19
75 BOOZ ALLEN HAMILTON HOLDING P 2014-05-13 2015-03-20
52 VF CORP P 2014-12-26 2015-03-20
72 BOOZ ALLEN HAMILTON HOLDING P 2014-05-13 2015-03-25
46 VF CORP P 2014-12-26 2015-03-25
425 SLM CORP P 2014-04-17 2015-03-27
575 SLM CORP P 2014-05-28 2015-03-27
46 LINEAR TECHNOLOGY CORP P 2015-01-20 2015-03-30
50 PHILIP MORRIS INTERNATIONAL P 2014-06-25 2015-03-31
35 VF CORP P 2014-12-26 2015-03-31
24 LINEAR TECHNOLOGY CORP P 2015-01-20 2015-04-02
1 LINEAR TECHNOLOGY CORP P 2015-01-21 2015-04-02
92 LINEAR TECHNOLOGY CORP P 2015-02-02 2015-04-02
78 BOOZ ALLEN HAMILTON HOLDING P 2014-05-13 2015-04-13
50 ***PARTNERRE LTD P 2014-06-26 2015-04-14
3 GOLDMAN SACHS GROUP INC P 2014-09-11 2015-04-16
150 FIDELITY NATIONAL INFORMATION P 2014-10-17 2015-04-28
132 ***MOBILEYE NV P 2015-01-29 2015-04-29
8 ***MOBILEYE NV P 2015-02-06 2015-04-29
182 VALERO ENERGY CORP P 2014-10-20 2015-05-04
75 OCCIDENTAL PETROLEUM CORP P 2014-06-30 2015-05-12
25 OCCIDENTAL PETROLEUM CORP P 2014-07-21 2015-05-12
24 LOCKHEED MARTIN CORP P 2014-12-08 2015-06-02
13 AFFILIATED MANAGERS GROUP INC P 2015-01-20 2015-06-03
1 AFFILIATED MANAGERS GROUP INC P 2015-01-21 2015-06-03
25 AMERICAN TOWER CORP P 2014-07-16 2015-06-05
45 MARATHON PETROLEUM CORP P 2015-02-13 2015-06-05
50 MARATHON PETROLEUM CORP P 2015-02-13 2015-06-09
18 LOCKHEED MARTIN CORP P 2014-12-08 2015-06-10
21 LOCKHEED MARTIN CORP P 2015-02-27 2015-06-10
55 ANTHEM INC P 2014-07-23 2015-06-24
50 UNITEDHEALTH GROUP INC P 2014-09-11 2015-06-24
11 UNITEDHEALTH GROUP INC P 2014-12-02 2015-06-24
9 AUTOZONE INC P 2014-10-02 2015-07-16
364 INTEL CORP P 2015-01-29 2015-07-27
64 INTEL CORP P 2015-03-06 2015-07-27
227 INTEL CORP P 2015-05-07 2015-07-27
25 APPLE INC P 2015-01-20 2015-07-29
2 APPLE INC P 2015-03-20 2015-07-29
10 GOLDMAN SACHS GROUP INC P 2014-09-11 2015-07-29
46 MICROSOFT CORP P 2014-09-30 2015-07-29
125 PAYPAL HOLDINGS INC P 2014-09-26 2015-08-13
42 PAYPAL HOLDINGS INC P 2015-02-06 2015-08-13
1 STAPLES INC P 2015-07-14 2015-09-25
342 STAPLES INC P 2015-07-14 2015-09-25
300 FORD MOTOR CO P 2014-10-17 2015-10-01
191 KOHLS CORP P 2015-03-19 2015-10-02
36 KOHLS CORP P 2015-03-23 2015-10-02
173 SM ENERGY CO P 2015-05-07 2015-10-06
22 KOHLS CORP P 2015-03-23 2015-10-08
46 KOHLS CORP P 2015-04-01 2015-10-08
41 KOHLS CORP P 2015-05-14 2015-10-08
381 STAPLES INC P 2015-07-14 2015-10-08
28 APPLE INC P 2015-03-20 2015-10-28
123 UGI CORP P 2015-04-15 2015-11-16
3 DANAHER CORP P 2015-01-26 2015-12-17
18 DANAHER CORP P 2015-07-17 2015-12-17
26 TIME WARNER INC P 2015-02-13 2015-12-17
25 BOEING CO/THE P 2013-05-02 2015-01-02
50 BOEING CO/THE P 2013-06-07 2015-01-02
64 AMERICAN EXPRESS CO P 2013-05-14 2015-01-08
50 AMERICAN EXPRESS CO P 2013-05-17 2015-01-08
50 AMERICAN EXPRESS CO P 2013-09-17 2015-01-08
100 JPMORGAN CHASE & CO P 2012-10-31 2015-01-15
38 JPMORGAN CHASE & CO P 2013-07-17 2015-01-15
2 PRICELINE GROUP INC/THE P 2013-04-10 2015-01-15
46 VERIZON COMMUNICATIONS INC P 2013-11-18 2015-01-15
5 PRECISION CASTPARTS CORP P 2012-08-14 2015-01-16
30 PRECISION CASTPARTS CORP P 2013-02-07 2015-01-16
25 MEAD JOHNSON NUTRITION CO P 2013-12-03 2015-01-22
7.246 OVERLAY A PORTFOLIO P 2012-06-25 2015-01-23
24 STARBUCKS CORP P 2012-06-25 2015-01-26
25 MICROSOFT CORP P 2012-11-26 2015-01-28
100 MICROSOFT CORP P 2013-07-02 2015-01-28
26 PHILIP MORRIS INTERNATIONAL P 2012-08-24 2015-01-30
35 ALLERGAN INC P 2013-05-31 2015-02-05
50 ALLERGAN INC P 2014-01-24 2015-02-05
73 DTE ENERGY COMPANY P 2014-02-05 2015-02-12
39 ASSURANT INC P 2014-02-05 2015-02-13
30 ***EVEREST RE GROUP LTD P 2013-03-13 2015-02-17
112 JPMORGAN CHASE & CO P 2013-07-17 2015-02-17
5 ***PARTNERRE LTD P 2012-11-16 2015-02-26
22 ***PARTNERRE LTD P 2012-11-16 2015-02-26
16 ***PARTNERRE LTD P 2013-02-11 2015-02-26
34 ***PARTNERRE LTD P 2013-02-11 2015-02-26
23 ***PARTNERRE LTD P 2014-02-06 2015-02-26
48 COMCAST CORP-CLASS A P 2012-06-25 2015-03-03
76 KROGER CO P 2012-06-25 2015-03-03
20 ***PARTNERRE LTD P 2014-02-06 2015-03-17
275.428 AB DISCOVERY GRWTH FUND- ADV P 2012-06-25 2015-03-17
101.755 AB DISCOVERY VALUE FUND- ADV P 2012-06-25 2015-03-17
38 AMERICAN INTERNATIONAL GROUP P 2013-04-24 2015-03-17
30 BALL CORP P 2014-02-05 2015-03-17
15 COSTCO WHOLESALE CORP P 2013-06-07 2015-03-17
38 ELECTRONIC ARTS INC P 2013-05-29 2015-03-17
52 GAMESTOP CORP-CLASS A P 2014-01-17 2015-03-17
21 GILEAD SCIENCES INC P 2013-06-12 2015-03-17
4 GOOGLE INC-CL A P 2012-06-25 2015-03-17
28 KROGER CO P 2012-06-25 2015-03-17
16 MONSTER BEVERAGE CORP P 2014-02-12 2015-03-17
22 NIKE INC -CL B P 2013-12-04 2015-03-17
32 QUINTILES TRANSNATIONAL HOLDIN P 2014-03-13 2015-03-17
22 RAYTHEON COMPANY P 2013-10-24 2015-03-17
21 CHUBB CORP P 2013-03-22 2015-03-18
10 INTERCONTINENTAL EXCHANGE IN P 2012-11-13 2015-03-18
8 INTERCONTINENTAL EXCHANGE IN P 2012-12-06 2015-03-18
35 CHUBB CORP P 2013-03-22 2015-03-23
7 INTERCONTINENTAL EXCHANGE IN P 2012-12-06 2015-03-23
10 INTERCONTINENTAL EXCHANGE IN P 2012-12-06 2015-03-23
24 PHILIP MORRIS INTERNATIONAL P 2012-08-24 2015-03-25
38 PHILIP MORRIS INTERNATIONAL P 2012-10-31 2015-03-25
25 CHUBB CORP P 2013-03-22 2015-03-26
12 PHILIP MORRIS INTERNATIONAL P 2012-10-31 2015-03-26
30 PHILIP MORRIS INTERNATIONAL P 2012-12-20 2015-03-26
53 VERIZON COMMUNICATIONS INC P 2014-02-21 2015-03-26
225 VERIZON COMMUNICATIONS INC P 2014-03-24 2015-03-26
20 PHILIP MORRIS INTERNATIONAL P 2012-12-20 2015-03-31
25 INTERCONTINENTAL EXCHANGE IN P 2013-01-03 2015-04-01
44 CHUBB CORP P 2013-03-22 2015-04-10
2 MONSANTO CO P 2013-02-20 2015-04-10
58 MONSANTO CO P 2013-02-20 2015-04-10
7 ***PARTNERRE LTD P 2014-02-06 2015-04-14
50 GOLDMAN SACHS GROUP INC P 2014-04-10 2015-04-16
7 FIDELITY NATIONAL INFORMATION P 2012-09-19 2015-04-28
150 FIDELITY NATIONAL INFORMATION P 2012-11-14 2015-04-28
75 FIDELITY NATIONAL INFORMATION P 2014-01-22 2015-04-28
2964.417 BERNSTEIN INTERNATIONAL P 2012-06-25 2015-04-30
3053.78 OVERLAY A PORTFOLIO P 2012-06-25 2015-04-30
40 MONSTER BEVERAGE CORP P 2014-02-12 2015-05-01
18 MONSTER BEVERAGE CORP P 2014-02-24 2015-05-01
63 ELECTRONIC ARTS INC P 2013-05-29 2015-05-04
15 MONSANTO CO P 2013-02-20 2015-05-04
50 MONSANTO CO P 2013-03-22 2015-05-04
25 MONSANTO CO P 2014-04-25 2015-05-04
247 OCCIDENTAL PETROLEUM CORP P 2013-09-12 2015-05-12
1 AMERICAN INTERNATIONAL GROUP P 2013-04-24 2015-05-28
62 AMERICAN INTERNATIONAL GROUP P 2013-04-24 2015-05-28
60 AMERICAN TOWER CORP P 2013-12-17 2015-05-28
5 LOCKHEED MARTIN CORP P 2014-01-23 2015-05-28
22 LOCKHEED MARTIN CORP P 2014-01-23 2015-05-28
1 AMERICAN TOWER CORP P 2013-12-17 2015-05-29
51 AMERICAN TOWER CORP P 2013-12-17 2015-05-29
5 LOCKHEED MARTIN CORP P 2014-01-23 2015-05-29
20 LOCKHEED MARTIN CORP P 2014-01-23 2015-05-29
3 LOCKHEED MARTIN CORP P 2014-01-23 2015-06-01
18 LOCKHEED MARTIN CORP P 2014-03-18 2015-06-01
2 LOCKHEED MARTIN CORP P 2014-03-18 2015-06-02
25 AFFILIATED MANAGERS GROUP INC P 2012-12-07 2015-06-03
25 AFFILIATED MANAGERS GROUP INC P 2013-01-31 2015-06-03
52 AMERICAN TOWER CORP P 2013-12-17 2015-06-03
35 POLARIS INDUSTRIES INC P 2013-11-07 2015-06-04
36 AMERICAN TOWER CORP P 2013-12-17 2015-06-05
31 POLARIS INDUSTRIES INC P 2013-11-07 2015-06-05
9 POLARIS INDUSTRIES INC P 2013-11-07 2015-06-09
25 POLARIS INDUSTRIES INC P 2014-05-30 2015-06-09
78 AETNA INC P 2014-05-27 2015-06-24
46 MEAD JOHNSON NUTRITION CO P 2013-12-03 2015-07-10
102 STARBUCKS CORP P 2012-06-25 2015-07-10
100 STARBUCKS CORP P 2012-12-14 2015-07-10
1 STARBUCKS CORP P 2014-03-20 2015-07-10
3 STARBUCKS CORP P 2014-03-20 2015-07-10
7 AUTOZONE INC P 2014-04-25 2015-07-13
1361 OFFICE DEPOT INC P 2014-02-03 2015-07-13
2 AUTOZONE INC P 2014-04-25 2015-07-14
5 AUTOZONE INC P 2014-05-05 2015-07-14
35 MEAD JOHNSON NUTRITION CO P 2013-12-03 2015-07-14
1 AUTOZONE INC P 2014-05-05 2015-07-16
151 HESS CORP P 2013-10-14 2015-07-22
133 ELECTRONIC ARTS INC P 2013-05-29 2015-07-24
7 ***ALLERGAN PLC P 2014-05-12 2015-07-29
37 ***AMDOCS LTD P 2013-05-28 2015-07-29
21 ***AON PLC P 2013-09-25 2015-07-29
334.966 AB DISCOVERY GRWTH FUND- ADV P 2012-06-25 2015-07-29
98.893 AB DISCOVERY VALUE FUND- ADV P 2012-06-25 2015-07-29
19 AETNA INC P 2014-05-27 2015-07-29
38 ALTRIA GROUP INC P 2012-08-28 2015-07-29
43 AMERICAN INTERNATIONAL GROUP P 2013-04-24 2015-07-29
37 AMPHENOL CORP-CL A P 2013-11-07 2015-07-29
26 ANSYS INC P 2012-06-25 2015-07-29
14 ANTHEM INC P 2014-07-23 2015-07-29
8 BIOGEN INC P 2012-06-25 2015-07-29
206 BROCADE COMMUNICATIONS SYS P 2014-03-11 2015-07-29
27 CAPITAL ONE FINANCIAL CORP P 2013-04-04 2015-07-29
29 DR PEPPER SNAPPLE GROUP INC P 2014-07-03 2015-07-29
16 F5 NETWORKS INC P 2014-04-08 2015-07-29
27 FACEBOOK INC-A P 2014-04-07 2015-07-29
4 GOOGLE INC-CL A P 2012-06-25 2015-07-29
11 HESS CORP P 2013-10-14 2015-07-29
24 HESS CORP P 2013-11-01 2015-07-29
68 HEWLETT-PACKARD CO P 2012-06-25 2015-07-29
27 JOHNSON & JOHNSON P 2012-06-25 2015-07-29
1148.438 OVERLAY A PORTFOLIO P 2012-06-25 2015-07-29
100 PFIZER INC P 2012-06-25 2015-07-29
20 RAYTHEON COMPANY P 2013-10-24 2015-07-29
10 SHERWIN-WILLIAMS CO/THE P 2012-07-03 2015-07-29
42 STARBUCKS CORP P 2014-03-20 2015-07-29
53 VISA INC - CLASS A SHRS P 2012-06-25 2015-07-29
23 WALT DISNEY CO/THE P 2012-06-25 2015-07-29
43 WELLS FARGO & COMPANY P 2012-06-26 2015-07-29
193 XEROX CORP P 2014-02-03 2015-07-29
11 ***ALLERGAN PLC P 2014-05-12 2015-08-13
50 PAYPAL HOLDINGS INC P 2014-04-25 2015-08-13
50 PAYPAL HOLDINGS INC P 2014-05-05 2015-08-13
75 PAYPAL HOLDINGS INC P 2014-05-20 2015-08-13
115 ELECTRONIC ARTS INC P 2013-05-29 2015-08-14
70 ***AON PLC P 2013-09-25 2015-08-24
19 ANSYS INC P 2012-06-25 2015-08-24
15 ANSYS INC P 2013-04-22 2015-08-24
10 COSTCO WHOLESALE CORP P 2013-06-07 2015-08-24
23 COSTCO WHOLESALE CORP P 2013-10-21 2015-08-24
20 SHERWIN-WILLIAMS CO/THE P 2013-01-03 2015-08-24
12 SHERWIN-WILLIAMS CO/THE P 2013-03-08 2015-08-24
204.782 AB DISCOVERY GRWTH FUND- ADV P 2012-06-25 2015-08-31
98.5 AB DISCOVERY VALUE FUND- ADV P 2012-06-25 2015-08-31
26 ELECTRONIC ARTS INC P 2013-05-29 2015-09-01
42 ELECTRONIC ARTS INC P 2013-11-01 2015-09-01
39 MONSTER BEVERAGE CORP P 2014-02-24 2015-09-02
355 FORD MOTOR CO P 2012-10-31 2015-09-03
37 MEAD JOHNSON NUTRITION CO P 2013-12-03 2015-09-03
56 AMERICAN INTERNATIONAL GROUP P 2013-04-24 2015-09-04
57 AMERICAN INTERNATIONAL GROUP P 2013-05-03 2015-09-04
7 MEAD JOHNSON NUTRITION CO P 2013-12-03 2015-09-04
50 MEAD JOHNSON NUTRITION CO P 2014-02-05 2015-09-04
68 AMERICAN INTERNATIONAL GROUP P 2013-05-03 2015-09-08
23 AMERICAN INTERNATIONAL GROUP P 2013-06-07 2015-09-08
1 FORD MOTOR CO P 2012-10-31 2015-09-08
385 FORD MOTOR CO P 2012-10-31 2015-09-08
95 AMERICAN INTERNATIONAL GROUP P 2013-06-07 2015-09-10
1 FORD MOTOR CO P 2012-10-31 2015-09-10
58 FORD MOTOR CO P 2012-10-31 2015-09-10
300 FORD MOTOR CO P 2013-01-07 2015-09-10
48 FORD MOTOR CO P 2014-03-05 2015-09-10
29 RAYTHEON COMPANY P 2013-10-24 2015-09-10
7 AMERICAN INTERNATIONAL GROUP P 2013-06-07 2015-09-14
100 AMERICAN INTERNATIONAL GROUP P 2013-11-06 2015-09-14
1 FORD MOTOR CO P 2014-03-05 2015-09-14
282 FORD MOTOR CO P 2014-03-05 2015-09-14
69 FORD MOTOR CO P 2014-03-05 2015-10-01
299 BROCADE COMMUNICATIONS SYS P 2014-03-11 2015-10-05
17 GOLDMAN SACHS GROUP INC P 2014-09-11 2015-10-05
95 BROCADE COMMUNICATIONS SYS P 2014-03-11 2015-10-06
350 BROCADE COMMUNICATIONS SYS P 2014-06-04 2015-10-06
183 ELECTRONIC ARTS INC P 2013-11-01 2015-10-07
19 ***ALLERGAN PLC P 2014-05-12 2015-10-09
2 ***ALLERGAN PLC P 2014-06-09 2015-10-09
10 ***ALLERGAN PLC P 2014-06-09 2015-10-09
29 RAYTHEON COMPANY P 2013-10-24 2015-10-09
5 RAYTHEON COMPANY P 2013-11-21 2015-10-09
48 WALT DISNEY CO/THE P 2012-06-25 2015-10-13
8 ***ALLERGAN PLC P 2014-06-09 2015-10-14
10 ***ALLERGAN PLC P 2014-06-26 2015-10-14
10 ***ALLERGAN PLC P 2014-07-16 2015-10-14
38 RAYTHEON COMPANY P 2013-11-21 2015-10-14
7 RAYTHEON COMPANY P 2013-11-21 2015-10-16
50 RAYTHEON COMPANY P 2014-04-21 2015-10-16
8 RAYTHEON COMPANY P 2014-06-26 2015-10-16
9.773 OVERLAY A PORTFOLIO P 2012-06-25 2015-10-22
24 ***AON PLC P 2013-09-25 2015-10-28
463.32 AB BOND INFLATION STRATEGY CLASS 1 P 2012-06-25 2015-10-28
24 ANSYS INC P 2013-04-22 2015-10-28
29 BALL CORP P 2014-02-05 2015-10-28
3184.524 BERNSTEIN INTERMEDIATE P 2012-06-25 2015-10-28
561.905 BERNSTEIN INTERNATIONAL P 2012-06-25 2015-10-28
26 CVS HEALTH CORP P 2013-11-18 2015-10-28
27 GILEAD SCIENCES INC P 2013-06-12 2015-10-28
23 HOME DEPOT INC P 2012-06-25 2015-10-28
37 MICROSOFT CORP P 2014-10-27 2015-10-28
20 NIKE INC -CL B P 2013-12-04 2015-10-28
1056.459 OVERLAY B PORTFOLIO P 2012-06-25 2015-10-28
2 PRICELINE GROUP INC/THE P 2013-04-18 2015-10-28
35 VALERO ENERGY CORP P 2014-10-20 2015-10-28
4 WALT DISNEY CO/THE P 2012-06-25 2015-10-28
16 WALT DISNEY CO/THE P 2012-07-02 2015-10-28
38 WELLS FARGO & COMPANY P 2012-06-26 2015-10-28
68 QUINTILES TRANSNATIONAL HOLDIN P 2014-03-13 2015-11-02
75 QUINTILES TRANSNATIONAL HOLDIN P 2014-03-13 2015-11-02
75 QUINTILES TRANSNATIONAL HOLDIN P 2014-03-17 2015-11-02
18 MONSTER BEVERAGE CORP P 2014-02-24 2015-11-12
3 MONSTER BEVERAGE CORP P 2014-03-07 2015-11-12
48 STARBUCKS CORP P 2014-03-20 2015-11-12
17 RAYTHEON COMPANY P 2014-06-26 2015-11-13
25 RAYTHEON COMPANY P 2014-08-06 2015-11-13
2 PRICELINE GROUP INC/THE P 2013-04-18 2015-11-17
57 ***AON PLC P 2013-09-25 2015-11-19
83 VALERO ENERGY CORP P 2014-10-20 2015-12-16
9 VALERO ENERGY CORP P 2014-12-02 2015-12-16
3 ALPHABET INC-CL A P 2012-06-25 2015-12-17
34 COMCAST CORP-CLASS A P 2012-06-25 2015-12-17
44 EMC CORP/MASS P 2014-07-29 2015-12-17
160 EMC CORP/MASS P 2014-07-29 2015-12-17
827.288 OVERLAY A PORTFOLIO P 2012-06-25 2015-12-17
100 TIME WARNER INC P 2012-08-14 2015-12-17
50 TIME WARNER INC P 2014-05-22 2015-12-17
105 TIME WARNER INC P 2014-12-02 2015-12-17
26 VISA INC - CLASS A SHRS P 2012-06-25 2015-12-17
28 ***AON PLC P 2013-09-25 2015-12-18
49 ***AON PLC P 2014-12-11 2015-12-18
96 EMC CORP/MASS P 2014-07-29 2015-12-21
250 EMC CORP/MASS P 2014-09-11 2015-12-21
37 ANTHEM INC P 2014-07-23 2015-12-22
GOOGLE INC-CL C P 2015-05-06 2015-05-06
Adjust for rounding difference P 2015-05-06 2015-05-06
Capital Gains Dividends P    
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 4,569   4,353 216
b 6,853   7,093 -240
c 1,037   1,055 -18
d 9,682   7,739 1,943
e 7,557   8,227 -670
3,239   3,647 -408
4,318   4,904 -586
8,368   8,085 283
2,092   2,153 -61
167   185 -18
3,376   2,652 724
8,418   7,198 1,220
4,209   3,887 322
4,656   4,869 -213
2,988   2,940 48
4,324   5,678 -1,354
2,102   1,546 556
2,143   1,615 528
2,499   2,433 66
2,098   1,969 129
2,011   2,488 -477
80   87 -7
4,767   4,609 158
2,211   1,688 523
2,580   1,982 598
2,227   1,856 371
3,894   3,904 -10
2,067   1,781 286
3,440   3,454 -14
3,806   3,959 -153
5,149   5,027 122
2,172   2,099 73
3,797   4,445 -648
2,639   2,628 11
1,112   1,095 17
46   46 0
4,263   4,119 144
2,199   1,922 277
6,478   5,378 1,100
602   539 63
9,618   7,995 1,623
6,121   5,144 977
371   293 78
10,554   8,379 2,175
5,734   7,390 -1,656
1,911   2,408 -497
4,567   4,550 17
2,935   2,562 373
226   201 25
2,324   2,298 26
4,540   4,595 -55
4,991   5,106 -115
3,408   3,412 -4
3,976   4,219 -243
9,318   6,346 2,972
6,015   4,345 1,670
1,323   1,096 227
6,126   4,626 1,500
10,239   12,283 -2,044
1,800   2,129 -329
6,385   7,378 -993
3,076   2,694 382
246   256 -10
2,072   1,796 276
2,137   2,126 11
4,717   3,808 909
1,585   1,331 254
12   16 -4
4,269   5,317 -1,048
4,072   4,245 -173
8,642   14,395 -5,753
1,629   2,748 -1,119
6,549   9,518 -2,969
1,025   1,679 -654
2,143   3,599 -1,456
1,910   2,690 -780
4,795   5,924 -1,129
3,276   3,585 -309
4,219   4,326 -107
278   252 26
1,665   1,595 70
1,689   2,173 -484
3,245   2,301 944
6,490   5,089 1,401
5,848   4,522 1,326
4,569   3,658 911
4,569   3,828 741
5,520   4,162 1,358
2,097   2,099 -2
2,027   1,437 590
2,167   2,325 -158
953   803 150
5,720   5,607 113
2,500   2,119 381
89   72 17
2,113   1,279 834
1,046   682 364
4,184   3,378 806
2,096   2,315 -219
7,878   3,530 4,348
11,255   5,781 5,474
6,145   4,907 1,238
2,421   2,523 -102
5,397   3,839 1,558
6,693   6,187 506
574   388 186
2,527   1,706 821
1,838   1,420 418
3,906   3,017 889
2,642   2,244 398
2,869   1,458 1,411
5,322   1,718 3,604
2,281   1,952 329
2,735   1,862 873
2,145   1,597 548
2,119   1,576 543
2,091   1,544 547
2,244   1,666 578
2,065   880 1,185
2,131   1,955 176
2,109   1,089 1,020
2,236   1,122 1,114
2,128   633 1,495
2,184   1,157 1,027
2,120   1,727 393
2,132   1,664 468
2,400   1,705 695
2,117   1,808 309
2,307   1,303 1,004
1,845   1,045 800
3,629   3,013 616
1,650   915 735
2,357   1,306 1,051
1,858   2,137 -279
2,942   3,380 -438
2,501   2,152 349
917   1,067 -150
2,293   2,536 -243
2,581   2,543 38
10,957   10,504 453
1,519   1,690 -171
5,791   3,143 2,648
4,420   3,788 632
239   198 41
6,918   5,752 1,166
907   683 224
10,030   7,860 2,170
449   227 222
9,618   5,164 4,454
4,809   4,006 803
48,320   35,454 12,866
39,180   30,294 8,886
5,550   2,892 2,658
2,498   1,352 1,146
3,716   1,460 2,256
1,750   1,487 263
5,832   5,075 757
2,916   2,746 170
18,884   21,561 -2,677
59   41 18
3,675   2,571 1,104
5,659   4,579 1,080
950   766 184
4,179   3,371 808
93   76 17
4,748   3,892 856
942   766 176
3,770   3,065 705
569   460 109
3,412   2,958 454
381   329 52
5,644   3,212 2,432
5,644   3,600 2,044
4,839   3,968 871
5,040   4,483 557
3,347   2,747 600
4,448   3,971 477
1,284   1,153 131
3,567   3,227 340
9,860   6,029 3,831
4,066   3,899 167
5,550   2,718 2,832
5,441   2,662 2,779
54   38 16
163   115 48
4,774   3,664 1,110
11,960   6,504 5,456
1,357   1,047 310
3,392   2,647 745
3,101   2,967 134
681   529 152
8,907   12,228 -3,321
9,545   3,081 6,464
2,359   1,413 946
2,080   1,340 740
2,141   1,589 552
3,420   2,264 1,156
2,055   1,552 503
2,127   1,469 658
2,068   1,311 757
2,771   1,783 988
2,103   1,485 618
2,413   1,616 797
2,169   1,615 554
2,496   1,134 1,362
2,124   2,052 72
2,138   1,479 659
2,295   1,711 584
2,112   1,708 404
2,589   1,536 1,053
2,634   1,122 1,512
654   891 -237
1,427   1,937 -510
2,060   1,356 704
2,694   1,793 901
14,700   11,393 3,307
3,577   2,244 1,333
2,180   1,550 630
2,787   1,322 1,465
2,414   1,607 807
4,028   1,610 2,418
2,747   1,076 1,671
2,490   1,389 1,101
2,071   2,064 7
3,494   2,220 1,274
1,887   1,554 333
1,887   1,508 379
2,830   2,254 576
8,402   2,664 5,738
6,467   5,295 1,172
1,658   1,181 477
1,309   1,124 185
1,342   1,111 231
3,086   2,693 393
5,176   3,107 2,069
3,106   1,984 1,122
1,970   1,384 586
1,970   1,545 425
1,668   602 1,066
2,695   1,082 1,613
5,257   2,930 2,327
4,946   3,859 1,087
2,851   3,136 -285
3,263   2,322 941
3,321   2,536 785
528   593 -65
3,774   3,696 78
3,999   3,026 973
1,353   1,038 315
14   11 3
5,245   4,185 1,060
5,532   4,286 1,246
14   11 3
785   631 154
4,063   4,029 34
650   750 -100
3,076   2,248 828
405   316 89
5,784   4,786 998
14   16 -2
3,858   4,409 -551
936   1,079 -143
3,081   2,979 102
3,052   3,053 -1
987   946 41
3,637   3,230 407
12,061   4,715 7,346
5,233   3,835 1,398
551   417 134
2,754   2,083 671
3,250   2,248 1,002
560   435 125
5,096   2,245 2,851
2,134   1,667 467
2,667   2,237 430
2,667   2,180 487
4,176   3,305 871
778   609 169
5,557   5,063 494
889   753 136
120   97 23
2,237   1,816 421
4,800   5,087 -287
2,265   1,798 467
1,958   1,492 466
42,800   44,711 -1,911
8,850   6,720 2,130
2,733   1,703 1,030
2,943   1,400 1,543
2,864   1,185 1,679
1,983   1,697 286
2,634   1,570 1,064
11,040   11,251 -211
2,824   1,393 1,431
2,187   1,611 576
455   187 268
1,821   776 1,045
2,063   1,228 835
4,471   3,536 935
4,932   3,853 1,079
4,932   3,933 999
2,676   1,352 1,324
446   220 226
2,936   1,837 1,099
1,996   1,601 395
2,936   2,241 695
2,525   1,393 1,132
5,355   4,312 1,043
5,762   3,821 1,941
625   453 172
2,324   842 1,482
1,959   1,033 926
1,129   1,300 -171
4,109   4,728 -619
9,580   8,207 1,373
6,498   4,070 2,428
3,249   3,355 -106
6,823   8,870 -2,047
2,055   790 1,265
2,593   2,118 475
4,538   4,738 -200
2,440   2,837 -397
6,354   7,403 -1,049
5,159   4,269 890
66     66
    4 -4
87,446     87,446
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       216
b       -240
c       -18
d       1,943
e       -670
      -408
      -586
      283
      -61
      -18
      724
      1,220
      322
      -213
      48
      -1,354
      556
      528
      66
      129
      -477
      -7
      158
      523
      598
      371
      -10
      286
      -14
      -153
      122
      73
      -648
      11
      17
      0
      144
      277
      1,100
      63
      1,623
      977
      78
      2,175
      -1,656
      -497
      17
      373
      25
      26
      -55
      -115
      -4
      -243
      2,972
      1,670
      227
      1,500
      -2,044
      -329
      -993
      382
      -10
      276
      11
      909
      254
      -4
      -1,048
      -173
      -5,753
      -1,119
      -2,969
      -654
      -1,456
      -780
      -1,129
      -309
      -107
      26
      70
      -484
      944
      1,401
      1,326
      911
      741
      1,358
      -2
      590
      -158
      150
      113
      381
      17
      834
      364
      806
      -219
      4,348
      5,474
      1,238
      -102
      1,558
      506
      186
      821
      418
      889
      398
      1,411
      3,604
      329
      873
      548
      543
      547
      578
      1,185
      176
      1,020
      1,114
      1,495
      1,027
      393
      468
      695
      309
      1,004
      800
      616
      735
      1,051
      -279
      -438
      349
      -150
      -243
      38
      453
      -171
      2,648
      632
      41
      1,166
      224
      2,170
      222
      4,454
      803
      12,866
      8,886
      2,658
      1,146
      2,256
      263
      757
      170
      -2,677
      18
      1,104
      1,080
      184
      808
      17
      856
      176
      705
      109
      454
      52
      2,432
      2,044
      871
      557
      600
      477
      131
      340
      3,831
      167
      2,832
      2,779
      16
      48
      1,110
      5,456
      310
      745
      134
      152
      -3,321
      6,464
      946
      740
      552
      1,156
      503
      658
      757
      988
      618
      797
      554
      1,362
      72
      659
      584
      404
      1,053
      1,512
      -237
      -510
      704
      901
      3,307
      1,333
      630
      1,465
      807
      2,418
      1,671
      1,101
      7
      1,274
      333
      379
      576
      5,738
      1,172
      477
      185
      231
      393
      2,069
      1,122
      586
      425
      1,066
      1,613
      2,327
      1,087
      -285
      941
      785
      -65
      78
      973
      315
      3
      1,060
      1,246
      3
      154
      34
      -100
      828
      89
      998
      -2
      -551
      -143
      102
      -1
      41
      407
      7,346
      1,398
      134
      671
      1,002
      125
      2,851
      467
      430
      487
      871
      169
      494
      136
      23
      421
      -287
      467
      466
      -1,911
      2,130
      1,030
      1,543
      1,679
      286
      1,064
      -211
      1,431
      576
      268
      1,045
      835
      935
      1,079
      999
      1,324
      226
      1,099
      395
      695
      1,132
      1,043
      1,941
      172
      1,482
      926
      -171
      -619
      1,373
      2,428
      -106
      -2,047
      1,265
      475
      -200
      -397
      -1,049
      890
      66
      -4
      87,446
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 2 300,064
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 370,970 6,970,872 0.053217
2013 340,219 6,626,599 0.051341
2012 313,510 5,943,113 0.052752
2011 319,949 5,627,081 0.056859
2010 318,843 5,526,051 0.057698
2
Total of line 1, column (d) .....................
20.271867
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
0.054373
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
6,789,021
5
Multiply line 4 by line 3......................
5
369,139
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
3,834
7
Add lines 5 and 6........................
7
372,973
8
Enter qualifying distributions from Part XII, line 4.............
8
415,685
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 3,834
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 3,834
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 3,834
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 8,480
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 8,480
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 4,646
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet4,646 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    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 ofbulletLeslie Pollack Telephone no.bullet (914) 234-7096

    Located atbullet8 Long Meadow RdBedfordNY ZIP+4bullet105061120
    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
    Leslie Pollack President/Director
    0.00
    0 0 0
    8 Long Meadow Rd
    Bedford,NY10506
    Yvonne Pollack Secretary/Director
    20.00
    0 0 0
    8 Long Meadow Rd
    Bedford,NY10506
    Jonathan Pollack Director
    1.00
    0 0 0
    8 Long Meadow Rd
    Bedford,NY10506
    Frederica Pollack Ford Director
    5.00
    0 0 0
    8 Long Meadow Rd
    Bedford,NY10506
    Jennifer Pollack Reiner Director
    1.00
    0 0 0
    8 Long Meadow Rd
    Bedford,NY10506
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    6,783,684
    b
    Average of monthly cash balances.......................
    1b
    108,723
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,892,407
    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
    6,892,407
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    103,386
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    6,789,021
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    339,451
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    339,451
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    3,834
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,834
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    335,617
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    335,617
    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
    335,617
    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
    415,685
    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
    415,685
    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
    3,834
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    411,851
    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 7 335,617
    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...... 45,160
    b From 2011...... 44,435
    c From 2012...... 44,879
    d From 2013...... 21,998
    e From 2014...... 30,903
    fTotal of lines 3a through e........ 187,375
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 415,685
    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..... 335,617
    e Remaining amount distributed out of corpus 80,068
    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 5 267,443
    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) ...
    45,160
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......
    222,283
    10 Analysis of line 9:
    a Excess from 2011.... 44,435
    b Excess from 2012.... 44,879
    c Excess from 2013.... 21,998
    d Excess from 2014.... 30,903
    e Excess from 2015.... 80,068
    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:
    Leslie Yvonne Pollack
    8 Long Meadow Rd
    Bedford,NY10506
    (914) 234-7096
    bThe form in which applications should be submitted and information and materials they should include:
    No required form
    cAny submission deadlines:
    No submission deadline
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Contributions are given only to 501(c)(3) organizations that are regarded as qualifying distributions and are not taxable expenditures
    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
    A Home
    141 Tompkins Ave
    Pleasantville,NY10570
    none 501(c)(3) General support 500
    AARP Foundation
    601 East St NW
    Washington,DC20044
    none 501(c)(3) General support 200
    AFYA Foundation
    140 Saw Mill Rier Rd
    Yonkers,NY10701
    none 501(c)(3) General support 3,500
    AJC Westchester
    235 Main St S314
    White Plains,NY10601
    none 501(c)(3) General support 2,500
    Alvin Ailey Dance
    405 West 55th St
    New York,NY10019
    none 501(c)(3) General support 400
    American Friends of Israel Museum
    500 Fifth Ave
    New York,NY10110
    none 501(c)(3) General support 3,000
    American Jewish Historial society
    15 W 16th St
    New York,NY10110
    none 501(c)(3) General support 11,000
    American Jewish Historial society
    15 W 16th St
    New York,NY10110
    none 501(c)(3) General support 2,000
    American Jewish World Service
    45 W 26th St
    New York,NY10018
    none 501(c)(3) General support 4,000
    American Scandinavia Foundation
    58 Park Ave
    New York,NY10016
    none 501(c)(3) General support 1,000
    ArtsWestchester
    31 Mamoroneck Ave
    White Plains,NY10601
    none 501(c)(3) General support 5,000
    ArtsWestchester
    32 Mamoroneck Ave
    White Plains,NY10602
    none 501(c)(3) General support 5,500
    ArtsWestchester
    32 Mamoroneck Ave
    White Plains,NY10602
    none 501(c)(3) General support 15,500
    Arttable
    1 E 53rd St
    New York,NY10022
    none 501(c)(3) General support 5,000
    Asphalt Green
    555 E 90th St
    New York,NY10128
    none 501(c)(3) General support 1,000
    Bas Bedford Audubon Society
    Bylane Farm 35 Todd Rd
    Katonah,NY10536
    none 501(c)(3) General support 300
    Battery Park City Public Library
    175 North End Ave
    New York,NY10282
    none 501(c)(3) General support 500
    Bedford 2020
    PO Box 812
    Bedford Hills,NY10507
    none 501(c)(3) General support 600
    Bedford Fire Department
    PO Box 230 Village Green
    Bedford,NY10506
    none 501(c)(3) General support 600
    Bedford Historical Society
    PO Box 491
    Bedford,NY10506
    none 501(c)(3) General support 500
    Bedford Playhoouse
    PO Box 777
    Bedford,NY10506
    none 501(c)(3) General support 500
    Blythdale Children's Hospital
    95 Bradhurst Ave
    Valhalla,NY105961637
    none 501(c)(3) General support 11,000
    Boys and Girls Club of Northern Westchester
    351 Main St
    Mt Kisco,NY10549
    none 501(c)(3) General support 2,000
    Burns Film Center
    405 Manville Rd
    Pleasantville,NY10570
    none 501(c)(3) General support 5,000
    Burns Film Center
    405 Manville Rd
    Pleasantville,NY10570
    none 501(c)(3) General support 1,000
    Burns Film Center
    405 Manville Rd
    Pleasantville,NY10570
    none 501(c)(3) General support 12,000
    Caramoor
    PO Box 816
    Katonah,NY10536
    none 501(c)(3) General support 5,000
    Caramoor
    PO Box 816
    Katonah,NY10536
    none 501(c)(3) General support 10,000
    Center for Contemporary Printmaking
    299 West Ave
    Norwalk,CT06850
    none 501(c)(3) General support 500
    Chappaqua Summer Scholarship Program
    PO Box 456
    Chappaqua,NY10514
    none 501(c)(3) General support 500
    Chelsea Piers Scholarship Fund
    Pier 60 23rd St at Hudson River
    New York,NY10111
    none 501(c)(3) General support 1,430
    Childrens Health Fund
    215 West 125Th St S 301
    New York,NY10027
    none 501(c)(3) General support 3,000
    Clinton Foundation
    1271 Ave of the Americas
    New York,NY10020
    none 501(c)(3) General support 300
    CMA Children's Museum of the Arts
    103 Charlton St
    New York,NY10014
    none 501(c)(3) General support 2,500
    CMA Children's Museum of the Arts
    103 Charlton St
    New York,NY10014
    none 501(c)(3) General support 2,500
    Collaborative Arts Project 21
    18 West 18th St 6 FL
    New York,NY10011
    none 501(c)(3) General support 500
    Columbia College John Jay Associates
    622 W 113 St
    New York,NY10025
    none 501(c)(3) General support 2,500
    Columbia U Medical Center Neurology
    100 Haven Ave S290
    New York,NY10032
    none 501(c)(3) General support 5,000
    Community Center of Northern Westchester
    84 Bedford Rd
    Katonah,NY10536
    none 501(c)(3) General support 1,000
    Cornell University
    130 E Seneca St
    Ithaca,NY14850
    none 501(c)(3) General support 1,500
    ECAD
    PO Box 251
    Dobbs Ferry,NY10522
    none 501(c)(3) General support 2,000
    EL Centro Hispano
    346 South Lexington Ave
    White Plains,NY10606
    none 501(c)(3) General support 1,000
    ESMS PTA
    331 East 91st St
    New York,NY10128
    none 501(c)(3) General support 1,500
    Foundation for the Prevention and Treatment of Eye Disease
    535 Park Ave
    New York,NY10065
    none 501(c)(3) General support 500
    Fred Dolan Art Academy
    23 Rosdale Ave
    White Plains,NY10605
    none 501(c)(3) General support 4,000
    Friends of Karen
    118 Titians Rd
    North Salem,NY10560
    none 501(c)(3) General support 300
    FSH Society
    450 Bedford St
    Lexington,MA02420
    none 501(c)(3) General support 1,000
    Hebrew University of Jerusalem
    One Battery Park Plaza 25 Fl
    New York,NY10004
    none 501(c)(3) General support 5,000
    Holocaust and Human Rights Ed Center
    4 West Red Oak Lane
    White Plains,NY10604
    none 501(c)(3) General support 1,000
    Hope & Heroes Children's Cancer Fund
    161 Fort Washington Ave
    New York,NY10032
    none 501(c)(3) General support 7,000
    Hope & Heroes Children's Cancer Fund
    161 Fort Washington Ave
    New York,NY10032
    none 501(c)(3) General support 1,000
    Hope & Heroes Children's Cancer Fund
    161 Fort Washington Ave
    New York,NY10032
    none 501(c)(3) General support 10,000
    Human Development Services of Westchester
    930 Mamaroneck Ave
    Mamaroneck,NY10543
    none 501(c)(3) General support 400
    ITEP
    1616 P St Nw S 200
    Washington,DC20036
    none 501(c)(3) General support 300
    Jewish Museum Council
    1109 Fith Ave
    New York,NY10128
    none 501(c)(3) General support 10,000
    Jewish War Veterans of USA
    1811 R Street NW
    Washington,DC20009
    none 501(c)(3) General support 300
    John Jay Homestead
    400 Jay St
    Katonah,NY10536
    none 501(c)(3) General support 400
    John Jay Homestead
    400 Jay St
    Katonah,NY10536
    none 501(c)(3) General support 250
    Katonah Museum of Art
    134 Jay Stret
    Katonah,NY10536
    none 501(c)(3) General support 6,000
    Katonah Museum of Art
    134 Jay Stret
    Katonah,NY10536
    none 501(c)(3) General support 500
    Katonah Museum of Art
    134 Jay Stret
    Katonah,NY10536
    none 501(c)(3) General support 13,000
    Katonah Museum of Art
    134 Jay Stret
    Katonah,NY10536
    none 501(c)(3) General support 5,000
    Katonah Museum of Art
    134 Jay Stret
    Katonah,NY10536
    none 501(c)(3) General support 1,000
    Katonah Museum of Art
    134 Jay Stret
    Katonah,NY10536
    none 501(c)(3) General support 250
    Kenyon College
    103 College Rd
    Gambier,OH43022
    none 501(c)(3) General support 5,000
    League of Women Voters
    62 Grand St
    Albany,NY12207
    none 501(c)(3) General support 500
    Love Heals Allison Gertz Foundation
    446 West 33 St 6 Fl
    New York,NY10001
    none 501(c)(3) General support 300
    Manhattan Youth Downtown Community Center
    120 Warren St
    New York,NY10007
    none 501(c)(3) General support 425
    Memorial Sloan Kettering Cancer Center
    1275 York Ave Box 52
    New York,NY10065
    none 501(c)(3) General support 10,000
    Met Opera Guild
    30 Lincoln Center Plaza
    New York,NY10133
    none 501(c)(3) General support 250
    Michael J Fox Foundation
    PO Box 4777
    New York,NY10163
    none 501(c)(3) General support 1,000
    Mt Kisco Child Care Center
    95 Radio circle
    Mt Kisco,NY10549
    none 501(c)(3) General support 3,000
    Multiple Myeloma Research Foundation
    383 Main Ave 5fl
    Norwalk,CT06851
    none 501(c)(3) General support 1,000
    National Dance Institute
    217 W 147th St
    New York,NY10039
    none 501(c)(3) General support 5,000
    National Dance Institute
    217 W 147th St
    New York,NY10039
    none 501(c)(3) General support 12,500
    Neighbors Link
    27 Columbus Ave
    Mt Kisco,NY10549
    none 501(c)(3) General support 5,000
    Neighbors Link
    27 Columbus Ave
    Mt Kisco,NY10549
    none 501(c)(3) General support 500
    New York Junior Tennis & Learning
    58-12 Queens Boulevard 1
    Woodside,NY11377
    none 501(c)(3) General support 4,000
    New York Junior Tennis & Learning
    58-12 Queens Boulevard 1
    Woodside,NY11377
    none 501(c)(3) General support 2,500
    Northern Westchester Hospital
    400 East Main St
    Mt Kisco,NY10549
    none 501(c)(3) General support 12,000
    Open Door
    165 Main St
    Ossining,NY10562
    none 501(c)(3) General support 5,000
    Ossining Children's Center
    90-92 South Highland Ave
    Ossining,NY10562
    none 501(c)(3) General support 5,000
    Ossining Children's Center
    90-92 South Highland Ave
    Ossining,NY10562
    none 501(c)(3) General support 1,000
    Parsons Dance
    229 W 42nd St 8
    New York,NY10036
    none 501(c)(3) General support 500
    Planned Parenthood Federation of America
    PO Box 97166
    Washington,DC200907166
    none 501(c)(3) General support 100
    Planned Parenthood Federation of America
    PO Box 97166
    Washington,DC200907166
    none 501(c)(3) General support 1,000
    Planned Parenthood Hudson Peconic
    4 Skyline Dr Suite 7
    Hawthorne,NY10532
    none 501(c)(3) General support 2,000
    PMC Jimmy Fund
    10 Brookline Place West
    Brookline,MA02445
    none 501(c)(3) General support 250
    Police Benevolent Assoc of Town of Bedford
    PO Box 351
    Bedford Hills,NY10507
    none 501(c)(3) General support 500
    Pots Part of the Solution
    2759 Webster Ave
    Bronx,NY10458
    none 501(c)(3) General support 100
    PS 89 PTA
    201 Warren St
    New York,NY10282
    none 501(c)(3) General support 750
    PS 89 PTA
    201 Warren St
    New York,NY10282
    none 501(c)(3) General support 600
    Riverdale Country School
    5250 Fieldston Rd
    Bronx,NY10471
    none 501(c)(3) General support 10,000
    Southampton Animal Shelter
    102 Riverhead Rd West
    Hampton Bays,NY11946
    none 501(c)(3) General support 50
    Southampton Town Police
    PO Box 528
    Hampton Bays,NY11946
    none 501(c)(3) General support 250
    Southampton Volunteer Ambulance
    PO Box 2760
    Southampton,NY11969
    none 501(c)(3) General support 300
    Storm King Art Center
    1 Museum Rd
    New Windsor,NY12553
    none 501(c)(3) General support 1,500
    Temple of Universal Judaism
    1010 Park Ave
    New York,NY10028
    none 501(c)(3) General support 6,000
    The American Cancer Society
    250 Williams St
    Atlanta,GA30303
    none 501(c)(3) General support 500
    The Bridge Fund of Westchester
    171 E Post Rd
    White Plains,NY10601
    none 501(c)(3) General support 5,000
    The Children's Scholarship Fund
    8 W 38th St
    New York,NY10018
    none 501(c)(3) General support 500
    The Children's Village
    1 Echo Hills
    Dobs Ferry,NY10522
    none 501(c)(3) General support 6,000
    The Food Bank for Westchester
    200 Clearbrook Rd
    Elmsford,NY10523
    none 501(c)(3) General support 2,500
    The Foundation Peripheral Neuropathy
    485 Half Day Road Suite 350
    Buffalo Grove,IL60089
    none 501(c)(3) General support 730
    The Masters School
    49 Clinton Ave
    Dobbs Ferry,NY10522
    none 501(c)(3) General support 8,000
    Tufts universityTrustee of Tufts College
    PO Box 3306
    Boston,MA02241
    none 501(c)(3) General support 3,000
    UNICEF
    125 Maiden Lane
    New York,NY10038
    none 501(c)(3) General support 100
    United Jewish Appeal
    130 East 59th St
    New York,NY10022
    none 501(c)(3) General support 50,000
    University of Michigan
    3003 S State St
    Ann Arbor,MI48109
    none 501(c)(3) General support 2,500
    US Holocaust Memorial Museum
    100 Raoul Wallenberg Pl W
    Washington,DC20024
    none 501(c)(3) General support 6,000
    Visiting Nurse Service of NY
    PO Box 6445
    New York,NY10277
    none 501(c)(3) General support 500
    Westchester Community College
    Hartford Hall 75 Grasslans Rd
    Valhalla,NY10595
    none 501(c)(3) General support 5,000
    Westchester Community College
    Hartford Hall 75 Grasslans Rd
    Valhalla,NY10595
    none 501(c)(3) General support 300
    Westchester Community College
    Hartford Hall 75 Grasslans Rd
    Valhalla,NY10595
    none 501(c)(3) General support 1,000
    Westchester Community College
    Hartford Hall 75 Grasslans Rd
    Valhalla,NY10595
    none 501(c)(3) General support 13,700
    WNET
    825 8th Ave
    New York,NY10102
    none 501(c)(3) General support 2,500
    Yale Alumni Fund
    PO Box 803
    New Haven,CT06503
    none 501(c)(3) General support 2,500
    Yale University Class of 1955
    PO Box 2038
    New Haven,CT06521
    none 501(c)(3) General support 5,000
    Yale University Class of 1955
    PO Box 205
    New Haven,CT06501
    none 501(c)(3) General support 200
    Total .................................bullet 3a 415,435
    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 11  
    4 Dividends and interest from securities....     14 101,943  
    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 ............
        18 300,064  
    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).. 0 402,018 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13402,018
    (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:
    Yvonne & Leslie Pollack Family
     
    Foundation Inc
    EIN:
    13-3985619
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Tax preparation fees 3,600 0   0
    Bookkeeping 0 0   0

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    Yvonne & Leslie Pollack Family
     
    Foundation Inc
    EIN:
    13-3985619
    Name of Bond End of Year Book Value End of Year Fair Market Value
      1,487,413 1,385,497

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    Yvonne & Leslie Pollack Family
     
    Foundation Inc
    EIN:
    13-3985619
    Name of Stock End of Year Book Value End of Year Fair Market Value
      2,759,122 3,069,114

    TY 2015 InvestmentsOtherSchedule2
    Name:
    Yvonne & Leslie Pollack Family
     
    Foundation Inc
    EIN:
    13-3985619
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Other investments AT COST 1,791,907 1,960,046

    TY 2015 OtherExpensesSchedule
    Name:
    Yvonne & Leslie Pollack Family
     
    Foundation Inc
    EIN:
    13-3985619
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Filing fees 250 0   250


    TY 2015 OtherIncreasesSchedule
    Name:
    Yvonne & Leslie Pollack Family
     
    Foundation Inc
    EIN:
    13-3985619
    Description Amount
    Book/tax difference 2,880


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    Yvonne & Leslie Pollack Family
     
    Foundation Inc
    EIN:
    13-3985619
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Advisory Fees 17,158 17,158   0


    TY 2015 TaxesSchedule
    Name:
    Yvonne & Leslie Pollack Family
     
    Foundation Inc
    EIN:
    13-3985619
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Foreign Taxes 1,418 1,418   0