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
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
Stamps Family Charitable Foundation Inc
c/o Summit Partners

Number and street (or P.O. box number if mail is not delivered to street address)222 Berkeley Street 18th Floor   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Boston, MA02116
A Employer identification number

04-2943910
B Telephone number (see instructions)

(617) 824-1000
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$80,143,803J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
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).............. 1,091,399
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 161,158 134,535  
4 Dividends and interest from securities...... 259,590 259,590  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 7,546,023
b Gross sales price for all assets on line 6a 53,920,824
7 Capital gain net income (from Part IV, line 2)... 7,546,023
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 6,588 4,946  
12 Total. Add lines 1 through 11........ 9,064,758 7,945,094  
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).......        
c Other professional fees (attach schedule).... Click to see attachment 189,566 189,055   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 17,614 14,567   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 18,021 18,021   0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 30,020 30,020   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 255,221 251,663   0
25 Contributions, gifts, grants paid........ 4,895,412 4,895,412
26 Total expenses and disbursements. Add lines 24 and 25 5,150,633 251,663   4,895,412
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,914,125
b Net investment income (if negative, enter -0-) 7,693,431
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
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............... 272,593 129,072 129,072
2 Savings and temporary cash investments..........      
3 Accounts receivable bullet375,955
Less: allowance for doubtful accounts bullet     375,955 375,955
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)........ 12,665,206 Click to see attachment13,753,011 12,061,672
c Investments—corporate bonds (attach schedule)........ 9,504,275 Click to see attachment4,972,443 4,837,381
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 37,691,169 Click to see attachment44,804,360 62,739,723
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) 60,133,243 64,034,841 80,143,803
Liabilities 17 Accounts payable and accrued expenses.......... 17,173 4,646
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).......... 17,173 4,646
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 60,116,070 64,030,195
30 Total net assets or fund balances (see instructions)...... 60,116,070 64,030,195
31 Total liabilities and net assets/fund balances (see instructions).. 60,133,243 64,034,841
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 60,116,070
2 Enter amount from Part I, line 27a..................... 2 3,914,125
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 64,030,195
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 64,030,195
Form 990-PF (2014)
Form 990-PF (2014)
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 25000. UNITED STATES TREAS NTS TIPS .375% 15 JUL 2023   2014-04-30 2014-12-30
b 39000. UNITED STATES OF AMER TREAS NOTES 0.125% INFL IDX 04-15-20   2015-04-30 2015-05-29
c 15000. UNITED STATES TREAS NTS TIPS .375% 15 JUL 2023   2015-07-31 2015-09-30
d 15000. UNITED STATES TREAS NTS TIPS .375% 15 JUL 2023   2015-07-31 2015-11-30
e 35000. US TREAS NTS TIPS DTD 07-15-2011 07-15-2021   2011-09-29 2014-12-30
35000. UNITED STATES TREAS NTS DTD 00399 04-15-2017   2013-01-31 2014-12-30
80000. UNITED STATES TREAS NTS INDEX LINKED 2% DUE 01-15-2016 REG   2009-08-26 2015-01-30
25000. UNITED STATES TREAS NTS INDEX LINKED 2.375 DUE 01-15-2017   2010-04-29 2015-01-30
50000. UTD STATES TREAS 2.625 DUE 07-15-2017   2009-08-26 2015-01-30
30000. UNITED STATES OF AMER TREAS NOTES 1.125%TIPS 15/01/21 USD1   2013-11-27 2015-01-30
30000. UNITED STATES TREAS INFL INDEXED NTS .125% 07-15-2022   2012-11-30 2015-01-30
40000. USA TREASURY NTS TIPS DTD 00340 04-15-2016   2011-12-27 2015-03-31
20000. UNITED STATES TREAS INFL INDEXED NTS .125% 07-15-2022   2012-09-28 2015-03-31
230000. USA TREASURY NTS TIPS DTD 00340 04-15-2016   2011-12-27 2015-04-30
25000. UNITED STATES TREAS NTS .125% 15 JAN 2022   2012-05-31 2015-05-29
10000. UNITED STATES TREAS NTS DTD 00399 04-15-2017   2013-01-31 2015-05-29
115000. UNITED STATES TREAS NTS DTD 00131 2.5% DUE 07-15-2016 REG   2010-05-24 2015-07-31
25000. US TSY INFL IX TREAS BD 0.625 01-15-2024NT DUE 01-15-2024   2014-05-30 2015-08-31
40000. UNITED STATES OF AMER TREAS NOTES INFLATION INDEX 0.125 NT   2014-07-31 2015-08-31
15000. US TREAS NTS INDEX LINKED 1.625 DUE 01-15-2018 REG   2009-08-26 2015-09-30
15000. US TREAS NTS INDEX LINKED 2.125 01-15-2019 REG   2010-11-29 2015-09-30
20000. UNITED STATES TREAS INFL INDEXED NTS .125% 07-15-2022   2012-09-28 2015-09-30
25000. US TREAS NTS INDEX LINKED 1.625 DUE 01-15-2018 REG   2009-08-26 2015-11-30
25000. US OF AMER TREAS NOTES IDX LKD NT 1.375 NTS TIPS 1/15/2020   2013-03-28 2015-11-30
10000. UNITED STATES TREAS NTS TIPS .375% 15 JUL 2023   2013-07-31 2015-11-30
49.75 PIMCO FDS PAC INVT MGMT SER LOW DURATION FD INSTL CL   2014-11-28 2015-01-21
49.55 PIMCO FDS PAC INVT MGMT SER LOW DURATION FD INSTL CL   2014-11-28 2015-04-06
25.4 PIMCO FDS PAC INVT MGMT SER LOW DURATION FD INSTL CL   2014-11-28 2015-05-08
2023. PIMCO FDS PAC INVT MGMT SER LOW DURATION FD INSTL CL   2015-06-30 2015-07-20
20.54 PIMCO FDS PAC INVT MGMT SER LOW DURATION FD INSTL CL   2011-11-29 2015-05-08
60168.15 PIMCO FDS PAC INVT MGMT SER LOW DURATION FD INSTL CL   2013-08-30 2015-07-20
15000. NISKA GAS STORAGE 6.5% DUE 04-01-2019   2014-09-17 2015-02-03
15000. CGG SA 6.875% DUE 01-15-2022   2014-08-07 2015-02-24
10000. HERCULES OFFSHORE 7.5% DUE 10-01-2021   2014-10-07 2015-02-26
5000. UTD STS STL CORP 7.375% DUE 04-01-2020   2015-01-23 2015-05-12
5000. PVTPL SUNGARD AVAILABILITY SVCS CAP INC SR NT 144A 8.75 DU   2014-09-12 2015-05-15
5000. PVTPL1 FMG RES AUGUST 2006 PTY LTD SR NT 6.875 DUE 04-01-2   2015-02-03 2015-06-11
10000. PEABODY ENERGY 6.25 DUE 11-15-2021   2015-02-03 2015-06-11
5000. PVTPL LEE ENTERPRISES INC SR SECD NT 144A 9.5% DUE 03-15-2   2015-08-25 2015-09-10
5000. ALTICE S A BD 144A 7.75% DUE 15 MAY 2022   2015-03-19 2015-09-18
10000. INTELSAT JACKSON HLDGS S A 7.25 DUE 10-15-2020/10-15-2015   2015-09-14 2015-10-01
4000. CHIQUITA BRANDS INTL INC LLC 7.875 DUE 02-01-2021   2013-10-17 2015-01-21
5000. RANGE RES CORP 5.0% 15 AUG 2022   2012-03-12 2015-01-21
15000. PVTPL SHELF DRILLING HLDGS LTD SR SECD NT 8.625 DUE 11-01-   2012-10-26 2015-01-22
2000. CHIQUITA BRANDS INTL INC LLC 7.875 DUE 02-01-2021   2013-10-17 2015-01-23
5000. GOODYEAR TIRE & 6.5% DUE 03-01-2021 03-01-2021 USD1000   2013-02-21 2015-01-27
2000. CHIQUITA BRANDS INTL INC LLC 7.875 DUE 02-01-2021   2013-10-17 2015-02-06
10000. HERTZ CORP 5.875% 15 OCT 2020   2013-03-07 2015-02-11
10000. COLBS MCKINNON 7.875% DUE 02-01-2019   2012-09-13 2015-02-23
15000. ATLAS PIPELN 6.625% DUE 10-01-2020   2013-11-25 2015-02-27
8000. LEAR CORP 8.125% DUE 03-15-2020   2012-10-23 2015-03-16
10000. LSB INDS INC 7.75 DUE 08-01-2019   2013-07-31 2015-03-19
10000. PVTPL VIKING CRUISES LTD SR NT 8.5 DUE 10-15-2022   2012-10-12 2015-03-19
5000. IRON MOUNTAIN INC DEL 5.75 DUE 08-15-2024   2012-11-06 2015-04-13
5000. PVTPL UNIVISION COMMUNICATIONS INC SR SECD NT 144A 7.875 D   2014-02-13 2015-04-13
8000. AES CORP 8% DUE 06-01-2020   2012-10-26 2015-04-14
5000. CCO HLDGS LLC / 7.375% DUE 06-01-2020   2014-02-13 2015-04-14
10000. EL PASO CORP 7.25% DUE 06-01-2018 REG   2011-09-15 2015-04-14
10000. ISLE CAPRI CASINOS 7.75% DUE 03-15-2019   2014-03-31 2015-04-14
10000. PVTPL TRW AUTOMOTIVE INC SR NT 144A 7.25% DUE 03-15-2017/0   2011-12-20 2015-04-14
10000. ALPHA NAT RES INC 6.25% 01 JUN 2021 IN DEFAULT   2013-06-20 2015-04-20
10000. ALPHA NAT RES INC 9.75% DUE 04-15-2018   2014-02-28 2015-04-20
5000. LEVI STRAUSS & CO NEW 7.625% 15 MAY 2020   2011-02-16 2015-04-27
2000. AES CORP 8% DUE 06-01-2020   2012-10-26 2015-04-29
1500. PVTPL UPCB FIN V LTD SR SECD NT 7.25 DUE 11-15-2021   2012-08-22 2015-05-05
10000. CHS / CMNTY HLTH 8% DUE 11-15-2019   2012-04-10 2015-05-12
10000. SINCLAIR T.V. 6.125% DUE 10-01-2022   2012-09-27 2015-05-12
5000. PVTPL1 FMG RES AUGUST 2006 PTY LTD SR NT 6.875 DUE 04-01-2   2013-05-07 2015-06-11
10000. BIOMET INC 6.5% DUE 08-01-2020   2013-03-27 2015-06-26
10000. HEINZ H J CO 4.25 10-15-2020   2013-03-22 2015-07-06
5000. SWIFT ENERGY CO 7.875 DUE 03-01-2022   2014-01-07 2015-07-16
10000. CIN BELL INC NEW 8.375% DUE 10-15-2020   2013-02-12 2015-08-24
15000. MOBILE MINI INC SR NT 7.875 12-1-2020   2013-12-05 2015-08-24
10000. SM ENERGY CO 6.5 DUE 01-01-2023   2013-02-06 2015-08-25
10000. PVTPL LEE ENTERPRISES INC SR SECD NT 144A 9.5% DUE 03-15-2   2014-03-24 2015-09-10
5000. LIN TELEVISION CORP 6.375 01-15-2021   2012-10-25 2015-09-15
10000. CABLEVISION SYS 7.75% DUE 04-15-2018 04-15-2018 REG   2012-06-01 2015-09-18
15000. POLYONE CORP 7.375% DUE 09-15-2020   2012-12-05 2015-09-25
5000. INTELSAT JACKSON HLDGS S A 7.25 DUE 10-15-2020/10-15-2015   2014-02-13 2015-10-01
10000. FLEXTRONICS INTL LTD 4.625% 15 FEB 2020   2013-05-16 2015-10-02
5000. HANESBRANDS INC 6.375% DUE 12-15-2020   2012-02-24 2015-10-02
5000. CONCHO RES INC 5.5% DUE 10-01-2022   2012-03-21 2015-10-14
5000. NEWFIELD EXPL CO 5.75% DUE 01-30-2022   2013-06-06 2015-10-14
10000. NETFLIX INC 5.375 02-01-2021 REG   2013-01-30 2015-10-16
5000. CLEAR CHANNEL 7.625% DUE 03-15-2020   2014-03-20 2015-11-06
6385.7 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2014-11-06 2015-01-12
24.63 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2014-11-06 2015-01-21
1076.92 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2014-11-06 2015-03-31
24.63 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2014-10-31 2015-04-06
1530.34 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2014-10-31 2015-04-22
1478879.01 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2015-04-06 2015-05-27
2027.02 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2015-04-06 2015-06-02
2326.73 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2015-04-06 2015-06-25
4777.3 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2015-04-06 2015-07-01
166.22 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2015-04-06 2015-07-10
516176.55 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2015-05-15 2015-07-29
1999.01 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2015-05-11 2015-09-01
1201.61 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2015-05-11 2015-09-08
667.13 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2015-05-11 2015-09-22
516.29 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2015-05-11 2015-09-24
1875.62 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2015-05-11 2015-10-01
3397.46 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2015-10-06 2015-10-22
2106.32 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2015-10-06 2015-11-05
297428.34 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2015-11-24 2015-11-24
410.93 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2014-04-24 2015-05-27
101251.77 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2014-03-24 2015-07-29
1128.98 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2012-07-26 2015-08-03
68909.77 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2012-07-26 2015-08-24
668.11 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2012-07-26 2015-08-26
60902.62 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2013-09-24 2015-11-24
9.5 MFO DFA EMERGING MARKETS VALUE   2013-07-01 2015-01-26
9.39 MFO DFA EMERGING MARKETS VALUE   2013-07-01 2015-04-06
8.88 MFO DFA EMERGING MARKETS VALUE   2013-07-01 2015-05-08
10. MFO DFA EMERGING MARKETS VALUE   2013-07-01 2015-07-20
Alydar P   2015-11-30
Aregua P   2015-11-30
CamCap Energy Offshore P   2015-11-30
CamCap Resources Offshore P   2015-11-30
Tise Peak P   2015-11-30
Weiss Multi Strategy P   2015-11-30
Silchester JET - Flow-thru from schedule K-1 P   2015-11-30
Silchester JET - Flow-thru from schedule K-1 P   2015-11-30
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 25,158   25,515 -357
b 39,837   40,163 -326
c 15,128   15,395 -267
d 15,136   15,350 -214
e 61,810   60,509 1,301
36,585   39,329 -2,744
96,853   96,823 30
30,973   31,960 -987
61,811   60,509 1,302
34,864   34,091 773
31,364   33,791 -2,427
42,787   44,080 -1,293
20,557   22,562 -2,005
247,560   251,053 -3,493
26,103   27,453 -1,350
10,559   11,235 -676
138,976   148,769 -9,793
25,665   26,444 -779
38,693   39,592 -899
17,692   16,993 699
17,766   18,607 -841
20,259   22,622 -2,363
29,383   28,239 1,144
28,781   32,661 -3,880
10,091   10,181 -90
500   514 -14
500   512 -12
255   262 -7
20,291   20,320 -29
206   211 -5
603,486   617,301 -13,815
10,875   14,650 -3,775
12,000   14,325 -2,325
3,075   7,325 -4,250
5,325   5,063 262
3,750   3,900 -150
3,836   4,075 -239
3,894   7,825 -3,931
4,538   4,875 -337
4,763   5,050 -287
9,150   9,752 -602
4,315   4,310 5
4,931   5,038 -107
12,000   15,150 -3,150
2,060   2,155 -95
5,381   5,006 375
2,060   2,155 -95
10,375   10,500 -125
10,394   10,775 -381
15,225   15,788 -563
8,325   8,990 -665
10,400   10,000 400
11,100   10,000 1,100
5,200   5,019 181
5,366   5,525 -159
9,280   9,260 20
5,350   5,450 -100
11,435   11,250 185
10,430   10,775 -345
10,938   10,800 138
2,250   8,100 -5,850
3,750   10,350 -6,600
5,213   5,244 -31
2,330   2,315 15
1,500   1,643 -143
10,600   10,305 295
10,538   10,000 538
3,836   5,363 -1,527
10,543   10,669 -126
10,213   10,000 213
1,600   5,000 -3,400
10,425   10,835 -410
15,600   16,613 -1,013
9,550   10,800 -1,250
9,075   10,325 -1,250
5,275   5,100 175
10,200   10,213 -13
15,581   16,350 -769
4,575   5,450 -875
10,300   10,300 0
5,181   5,238 -57
4,950   4,963 -13
5,038   5,225 -187
10,500   10,025 475
5,038   5,348 -310
64,751   64,880 -129
250   250 0
10,931   10,942 -11
250   250 0
15,533   15,548 -15
14,995,833   15,012,058 -16,225
20,554   20,574 -20
23,570   23,616 -46
48,346   48,490 -144
1,684   1,687 -3
5,228,868   5,237,605 -8,737
20,250   20,270 -20
12,172   12,184 -12
6,758   6,765 -7
5,230   5,235 -5
19,000   19,019 -19
34,450   34,450 0
21,337   21,358 -21
3,012,947   3,015,822 -2,875
4,167   4,174 -7
1,025,680   1,026,695 -1,015
11,437   11,448 -11
698,056   698,745 -689
6,768   6,775 -7
616,943   616,976 -33
250   252 -2
250   249 1
250   236 14
250   266 -16
13,997,223   6,953,872 7,043,351
4,945,575   5,000,000 -54,425
678,680   1,000,000 -321,320
2,014,771   2,500,000 -485,229
1,969,476   2,000,000 -30,524
1,066,099   750,504 315,595
39,148     39,148
239,736     239,736
914,290     914,290
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       -357
b       -326
c       -267
d       -214
e       1,301
      -2,744
      30
      -987
      1,302
      773
      -2,427
      -1,293
      -2,005
      -3,493
      -1,350
      -676
      -9,793
      -779
      -899
      699
      -841
      -2,363
      1,144
      -3,880
      -90
      -14
      -12
      -7
      -29
      -5
      -13,815
      -3,775
      -2,325
      -4,250
      262
      -150
      -239
      -3,931
      -337
      -287
      -602
      5
      -107
      -3,150
      -95
      375
      -95
      -125
      -381
      -563
      -665
      400
      1,100
      181
      -159
      20
      -100
      185
      -345
      138
      -5,850
      -6,600
      -31
      15
      -143
      295
      538
      -1,527
      -126
      213
      -3,400
      -410
      -1,013
      -1,250
      -1,250
      175
      -13
      -769
      -875
      0
      -57
      -13
      -187
      475
      -310
      -129
      0
      -11
      0
      -15
      -16,225
      -20
      -46
      -144
      -3
      -8,737
      -20
      -12
      -7
      -5
      -19
      0
      -21
      -2,875
      -7
      -1,015
      -11
      -689
      -7
      -33
      -2
      1
      14
      -16
      7,043,351
      -54,425
      -321,320
      -485,229
      -30,524
      315,595
      39,148
      239,736
      914,290
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 7,546,023
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))
2013 4,606,561 86,526,802 0.053239
2012 4,452,982 83,492,288 0.053334
2011 4,665,661 80,611,287 0.057879
2010 4,697,166 81,463,760 0.057660
2009 4,339,109 78,170,017 0.055509
2 Total of line 1, column (d) ...................... 2 0.277621
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 0.055524
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 84,269,158
5 Multiply line 4 by line 3....................... 5 4,678,961
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 76,934
7 Add lines 5 and 6......................... 7 4,755,895
8 Enter qualifying distributions from Part XII, line 4.............. 8 4,895,412
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 (2014)
Form 990-PF (2014)
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 Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 76,934
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 76,934
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 76,934
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 65,557
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 35,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 100,557
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 145
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 23,478
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet23,478 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    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 ofbulletMr David H Hopfenberg Telephone no.bullet (617) 824-1000
    Located atbullet222 Berkeley Street 18th FloorBostonMA ZIP+4bullet02116
    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 2014, 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  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    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 2014?.............
    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 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    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 2014 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 2014.)....................
    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 2014?
    4b
     
    No
    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 (2014)
    Form 990-PF (2014)
    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
    Penelope Stamps President
    0.00     		0 0 0
    Seven Osprey Lane
    Key Largo,FL33037
    E Roe Stamps IV Treasurer
    0.00     		0 0 0
    Seven Osprey Lane
    Key Largo,FL33037
    David H Hopfenberg Clerk
    0.00     		0 0 0
    222 Berkeley Street 18th Floor
    Boston,MA02116
    Elizabeth Anne Stamps Vice-President
    0.00     		0 0 0
    3725 Leafy Way
    Coconut Grove,FL33133
    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
    Randy McDow Consulting Services 0
    PO Box 98374
    Atlanta,GA30359
    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  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    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
    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
    18,647,700
    b
    Average of monthly cash balances.......................
    1b
    1,163,991
    c
    Fair market value of all other assets (see instructions)................
    1c
    65,740,754
    d
    Total (add lines 1a, b, and c).........................
    1d
    85,552,445
    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
    85,552,445
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,283,287
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    84,269,158
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    4,213,458
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    4,213,458
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    76,934
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    76,934
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,136,524
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    4,136,524
    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
    4,136,524
    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
    4,895,412
    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
    4,895,412
    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
    76,934
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    4,818,478
    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 (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 4,136,524
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 505,382
    b From 2010....... 777,784
    c From 2011....... 678,849
    d From 2012....... 427,092
    e From 2013....... 308,811
    fTotal of lines 3a through e......... 2,697,918
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 4,895,412
    a Applied to 2013, 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 2014 distributable amount..... 4,136,524
    e Remaining amount distributed out of corpus 758,888
    5 Excess distributions carryover applied to 2014. 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 3,456,806
    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 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. 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 2009 not
    applied on line 5 or line 7 (see instructions) ...     		505,382
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		2,951,424
    10 Analysis of line 9:
    a Excess from 2010.... 777,784
    b Excess from 2011.... 678,849
    c Excess from 2012.... 427,092
    d Excess from 2013.... 308,811
    e Excess from 2014.... 758,888
    Form 990-PF (2014)
    Form 990-PF (2014)
    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 2014, 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) 2014 (b) 2013 (c) 2012 (d) 2011
             
    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).)
    Penelope Stamps
    E Roe Stamps IV
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2014)
    Form 990-PF (2014)
    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
    Adrienne Arscht Center Performing Arts
    1300 Biscayne Boulevard
    Miami,FL33132     		None PC Unrestricted Donation 1,500
    American Red Cross
    335 DE 27th Avenue
    Miami,FL33135     		None PC Unrestricted Donation 25,500
    Barry University
    11300 NE 2nd Avenue
    Miami Shores,FL331616695     		None PC Unrestricted Donation 228,617
    Chapman Partnership
    1550 North Miami Avenue
    Miami,FL33136     		None PC Unrestricted Donation 20,000
    Chicago Community Trust
    111 East Wacker Drive Suite 1400
    Chicago,IL60601     		None PC Unrestricted Donation 2,938,953
    City Year Of Miami
    44 W Flagler Street Suite 500
    Miami,FL33130     		None PC Unrestricted Donation 5,000
    Columbia University
    722 West 168th Street 14th Floor
    New York,NY10032     		None PC Unrestricted Donation 5,000
    Darden School Foundation
    PO Box 7726
    Charlottesville,VA229067726     		None PC Unrestricted Donation 7,750
    Elizabethtown College
    One Alpha Drive
    Elizabethtown,PA170222298     		None PC Unrestricted Donation 180,872
    Fairchild Tropical Garden
    10901 Old Cutler Road
    Coral Gables,FL331564296     		None PC Unrestricted Donation 10,300
    Friends Of Norris Cotton Cancer Center
    PO Box 1098
    Norwich,VT05055     		None PC Unrestricted Donation 250
    Frost School Of Music (Univ of Miami)
    PO Box 248165
    Coral Gables,FL331247610     		None PC Unrestricted Donation 3,750
    Humane Society of Greater Miami
    16101 West Dixie Hwy
    North Miami Beach,FL33160     		None PC Unrestricted Donation 25,325
    Hurricane Island Outward Bound School
    39 Mechanic Street
    Camden,ME04843     		None PC Unrestricted Donation 8,895
    Jefferson Scholars Foundation
    University of Virginia - PO Box
    400891
    Charlottesville,VA22904     		None PC Unrestricted Donation 9,906
    Kampong of the National Tropical Forest
    4013 Douglas Road
    Coconut Grove,FL33133     		None PC Unrestricted Donation 1,500
    Keys Children's Foundation
    24 Dockside Lane PMB 139
    Key Largo,FL33037     		None PC Unrestricted Donation 100
    Lowe Art Museum
    Univ of Miami 1301 Stanford Drive
    Coral Gables,FL33124     		None PC Unrestricted Donation 1,000
    Lucy Mackenzie Humane Society
    4832 Route 44
    West Windsor,VT05037     		None PC Unrestricted Donation 1,200
    Mercer University
    1400 Coleman Avenue
    Macon,GA31207     		None PC Unrestricted Donation 246,898
    Museum Of Modern Art
    11 West 53rd Street
    New York,NY10019     		None PC Unrestricted Donation 85
    National MS Society
    3201 West Commercial Blvd 127
    Fort Lauderdale,FL33309     		None PC Unrestricted Donation 250
    National Young Arts Foundation
    2100 Biscayne Boulevard
    Miami,FL33137     		None PC Unrestricted Donation 8,400
    Oberlin College
    52 W Lorain Street
    Oberlin,OH44074     		None PC Unrestricted Donation 31,095
    Ocean Reef Chapel Foundation
    32 Ocean Reef Drive
    Key Largo,FL33037     		None PC Unrestricted Donation 500
    ORCAT
    97 S Harbor Drive
    Key Largo,FL33037     		None PC Unrestricted Donation 11,200
    Perez Art Museum Miami
    1103 Biscayne Blvd
    Miami,FL33132     		None PC Unrestricted Donation 900
    Sylvester Comprehensive Cancer Center
    PO Box 016960 M-867
    Miami,FL33101     		None PC Unrestricted Donation 2,750
    Texas Exes
    PO Box 7278
    Austin,TX78713     		None PC Unrestricted Donation 5,647
    The Vizcayans
    3251 South Miami Avenue
    Miami,FL33129     		None PC Unrestricted Donation 500
    University of Connecticut Foundation Inc
    2390 Alumni Drive Unit 3206
    Storrs,CT062693206     		None PC Unrestricted Donation 15,000
    University of Chicago
    1115 E 58th Street
    Chicago,IL60637     		None PC Unrestricted Donation 166,078
    University of Maryland College Park
    0102 Lee Bldg
    College Park,MD20742     		None PC Unrestricted Donation 2,939
    University of Miami
    1320 S Dixie Hwy Ste 300
    Coral Gables,FL33146     		None PC Unrestricted Donation 10,000
    University Of Michigan
    Wolverine Tower 3003 S State Street
    Ann Arbor,MI48109     		None PC Unrestricted Donation 488,298
    University of Mississippi Foundation
    PO Box 249
    University,MS38677     		None PC Unrestricted Donation 9,266
    University of Southern California
    700 Childs Way JHH 334
    Los Angeles,CA900898914     		None PC Unrestricted Donation 7,061
    University of Washington
    PO Box 355880
    Seattle,WA981955882     		None PC Unrestricted Donation 42,653
    Virginia Tech Foundation
    902 Prices Fork Road 0336
    Blacksburg,VA24061     		None PC Unrestricted Donation 151,425
    Wake Forest University
    Alumni Hall PO Box 7227
    WinstonSalem,NC27109     		None PC Unrestricted Donation 164,076
    Washington University in St Louis
    7425 Forsyth Blvd Campus Box 1228
    St Louis,MO63105     		None PC Unrestricted Donation 3,515
    Women of Tomorrow Mentor & Scholarship
    111 NE 1st Street Suite 912
    Miami,FL33132     		None PC Unrestricted Donation 5,000
    Aids Foundation of Chicago
    200 W Jackson Blvd 2100
    Chicago,IL60606     		None PC Unrestricted Donation 100
    Christopher Columbus High School
    3000 SW 87th Avenue
    Miami,FL33165     		None PC Unrestricted Donation 100
    Eisenhower Fellows
    250 South 16th Street
    Philadelphia,PA19102     		None PC Unrestricted Donation 500
    McCallie School
    500 Dodds Avenue
    Chattanooga,TN37404     		None PC Unrestricted Donation 500
    Meeker Education Foundation
    PO Box 255
    Meeker,CO81641     		None PC Unrestricted Donation 2,000
    Neville Place Resident Scholarship Fund
    650 Concord Avenue
    Cambridge,MA02138     		None PC Unrestricted Donation 250
    Panther Athletic Club Inc
    11854 150 Court North
    Jupiter,FL33478     		None PC Unrestricted Donation 100
    Sundair Foundation Inc
    217 NW 15th Street
    Miami,FL33136     		None PC Unrestricted Donation 4,880
    The OSU Foundation
    1480 W Lane Avenue 2nd Floor
    Columbus,OH43221     		None PC Unrestricted Donation 1,646
    US Mexico Border Philanthrophy Partnership
    2508 Historic Decatur Road Suite
    130
    San Diego,CA92106     		None PC Unrestricted Donation 1,000
    USAFA Endowment
    3116 Academy Drive Suite 200
    USAF Academy,CO80840     		None PC Unrestricted Donation 19,750
    Villagers Garden Book Committee
    6928 Camarin Street
    Coral Gables,FL33146     		None PC Unrestricted Donation 1,000
    West Point Association of Graduates
    698 Mills Road
    West Point,NY10996     		None PC Unrestricted Donation 14,382
    Wounded Warrier Project
    1 Penn Plaza
    New York,NY10019     		None PC Unrestricted Donation 250
    Total .................................bullet 3a 4,895,412
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    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 ............     		    14 161,158  
    4 Dividends and interest from securities....     14 259,590  
    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.....     01 6,588  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 7,546,023  
    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 7,973,359 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    137,973,359
    (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 (2014)
    Form 990-PF (2014)
    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
    Yes
    No
    organizations?
    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 namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2014
    Name of the organization
    Stamps Family Charitable Foundation Inc
    c/o Summit Partners
    Employer identification number

    04-2943910
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 2
    Name of organization
    Stamps Family Charitable Foundation Inc
    c/o Summit Partners         		Employer identification number

    04-2943910
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    E Roe Stamps IV  
    Seven Osprey Lane
     
    Key Largo, FL33037

    		$1,091,399


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 3
    Name of organization
    Stamps Family Charitable Foundation Inc
    c/o Summit Partners         		Employer identification number

    04-2943910
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 20170 shares Citicorp $ 1,091,399 2015-11-25
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    Stamps Family Charitable Foundation Inc
    c/o Summit Partners         		Employer identification number

    04-2943910
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    Stamps Family Charitable Foundation Inc
    c/o Summit Partners
    EIN: 04-2943910
    Name of Bond End of Year Book Value End of Year Fair Market Value
    Northern - NT Ultra 4 5
    Northern - PIMCO 144,852 14
    Northern - TIPS 4,827,587 4,837,362

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    Stamps Family Charitable Foundation Inc
    c/o Summit Partners
    EIN: 04-2943910
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Developer Fianance Corporation 851,183 766,666
    DFA 4,263,175 3,428,681
    Northern - KDP & M 1,577,858 1,489,728
    Northern - Mutual Funds 7,060,795 6,376,597

    TY 2014 InvestmentsOtherSchedule2
    Name:
    Stamps Family Charitable Foundation Inc
    c/o Summit Partners
    EIN: 04-2943910
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Alydar AT COST 0 0
    Aregua AT COST 0 0
    Bay Pond AT COST 1,664,604 10,832,069
    CamCap Energy Offshore AT COST 0 41
    CamCap Resources Offshore AT COST 0 772
    Cevian AT COST 7,000,025 6,966,117
    Hawkes Bay AT COST 3,397,584 7,320,262
    Highclere AT COST 5,000,000 4,112,551
    Hoplite AT COST 2,099,260 5,695,607
    Landowne AT COST 10,000,000 10,677,721
    Silchester JET AT COST 3,204,348 3,323,102
    Spindrift AT COST 1,131,758 2,235,907
    Summit Partners Concentrated Growth AT COST 5,000,000 4,993,263
    Summit Partners Sustainable Growth AT COST 5,000,000 4,637,494
    Thirteen Partners AT COST 1,306,781 1,944,817
    Tise Peak AT COST 0 0
    Weiss Multi Strategy AT COST 0 0
    Summit Partners Holdings AT COST 0 0

    TY 2014 OtherExpensesSchedule
    Name:
    Stamps Family Charitable Foundation Inc
    c/o Summit Partners
    EIN: 04-2943910
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Portfolio Deductions 30,020 30,020   0


    TY 2014 OtherIncomeSchedule2
    Name:
    Stamps Family Charitable Foundation Inc
    c/o Summit Partners
    EIN: 04-2943910
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Northern - Cash 1,642 0 1,642
    Silchester JET 4,446 4,446 4,446
    State Taxes 500 500 500


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    Stamps Family Charitable Foundation Inc
    c/o Summit Partners
    EIN: 04-2943910
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Management Fees 9,938 9,427   0
    Custody Fees 14,227 14,227   0
    Other 165,401 165,401   0


    TY 2014 SubstantialContributorsSch
    Name:
    Stamps Family Charitable Foundation Inc
    c/o Summit Partners
    EIN: 04-2943910
    Name Address
    E Roe Stamps IV Seven Osprey Lane
    Key Largo,FL33037


    TY 2014 TaxesSchedule
    Name:
    Stamps Family Charitable Foundation Inc
    c/o Summit Partners
    EIN: 04-2943910
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Federal Excise Taxes (sect. 4940) 3,047 0   0
    Foreign Taxes 14,567 14,567   0