TY 2015 Form 990PF

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Form990-PF
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Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
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Information about Form 990-PF and its instructions is at www.irs.gov/form990pf.

OMB No. 1545-0052

2015

Open to Public Inspection

For calendar year 2015, or tax year beginning 07-01-2015 , and ending 06-30-2016

Name of foundation
EUGENE & CAROL ATKINSON
FAMILY FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)1941 CLUB DRIVE
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
VERO BEACH, FL32963

A Employer identification number

13-3318157

B Telephone number (see instructions)

(917) 941-5558

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address changeName change

D 1. Foreign organizations, check here ............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trustOther taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$1,435,923J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check Sch. B .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	30,834		30,834	30,834
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		57,109
b	Gross sales price for all assets on line 6a 524,161
7	Capital gain net income (from Part IV, line 2)...			57,109
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).......		186
12	Total. Add lines 1 through 11........	88,129		87,943	30,834
13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		6,963	348		6,615
c	Other professional fees (attach schedule)....		19,515	19,515
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		2,105	85		2,020
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	28,583		19,948		8,635
25	Contributions, gifts, grants paid.......	121,850				121,850
26	Total expenses and disbursements. Add lines 24 and 25	150,433		19,948		130,485
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-62,304
b	Net investment income (if negative, enter -0-)			67,995
c	Adjusted net income (if negative, enter -0-)...				30,834

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2015)

Form 990-PF (2015)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	58,906	31,064	31,064
	2	Savings and temporary cash investments.........
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	227,380	201,530	225,547
	b	Investments—corporate stock (attach schedule).......	833,586	802,973	997,509
	c	Investments—corporate bonds (attach schedule).......	166,278	188,153	181,803
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	1,286,150	1,223,720	1,435,923
	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 )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow SFAS 117, check here
		and complete lines 24 through 26 and lines 30 and 31.
	24	Unrestricted..................	1,286,150	1,223,720
	25	Temporarily restricted...............
	26	Permanently restricted...............
		Foundations that do not follow SFAS 117, check here
		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).....	1,286,150	1,223,720
	31	Total liabilities and net assets/fund balances (see instructions).	1,286,150	1,223,720

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

1,286,150

Enter amount from Part I, line 27a .....................

-62,304

Other increases not included in line 2 (itemize) bullet

Add lines 1, 2, and 3 ..........................

1,223,846

Decreases not included in line 2 (itemize) bullet

126

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .

1,223,720

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	ST CAPITAL GAIN	P	2015-07-01	2016-06-30
b	16 PARKER HANNIFIN CORP	P	2012-01-23	2016-06-15
c	38 PARKER HANNIFIN CORP	P	2012-01-23	2016-06-14
d	38 PARKER HANNIFIN CORP	P	2012-01-23	2016-06-13
e	27 STATE STREET CORP	P	2013-01-02	2016-06-13
	48 DR PEPPER SNAPPLE GROUP	P	2014-08-11	2016-06-10
	7 PARKER HANNIFIN CORP	P	2012-01-23	2016-06-10
	31 PARKER HANNIFIN CORP	P	2012-01-03	2016-06-10
	126 STATE STREET CORP	P	2013-01-02	2016-06-10
	108 TESORO CORP	P	2013-03-01	2016-06-10
	359 BROCADE COMMUNICATIONS	P	2014-10-08	2016-05-31
	149 BROCADE COMMUNICATIONS	P	2014-06-03	2016-05-31
	110 BROCADE COMMUNICATIONS	P	2014-06-02	2016-05-31
	108 BROCADE COMMUNICATIONS	P	2014-05-30	2016-05-31
	6 BROCADE COMMUNICATIONS	P	2014-05-29	2016-05-31
	75 AMERICAN INTERNATIONAL	P	2012-09-17	2016-05-19
	90 GENERAL ELECTRIC	P	2013-02-04	2016-05-19
	11000 US TSY 1.000% SEP 15 20	P	2014-12-03	2016-05-12
	12000 US TSY 2.500% JUN 30 20	P	2016-04-26	2016-05-12
	56 LOWE'S COMPANIES INC	P	2013-12-19	2016-04-13
	79 TYCO INTL PLC SHS	P	2012-01-03	2016-04-13
	51 TYCO INTL PLC SHS	P	2011-11-08	2016-04-13
	76 TYCO INTL PLC SHS	P	2011-11-07	2016-04-13
	44 TYCO INTL PLC SHS	P	2011-09-12	2016-04-13
	18000 FEDERAL NATL MTG 2.37%	P	2012-08-02	2016-04-11
	30 MOLSON COOR BREW CO CL B	P	2014-08-06	2016-03-21
	13 SCHLUMBERGER LTD	P	2013-11-29	2016-03-21
	32 CIGNA CORP	P	2015-01-08	2016-03-18
	108 MEDTRONIC PLC SHS	P	2015-01-28	2016-03-18
	2 MOLSON COOR BREW CO CL B	P	2014-08-06	2016-03-18
	22 MOLSON COOR BREW CO CL B	P	2014-08-05	2016-03-18
	93 SCHLUMBERGER LTD	P	2013-11-29	2016-03-18
	56 VALERO ENERGY CORP NEW	P	2011-05-09	2016-03-18
	115 WAL-MART STORES INC	P	2013-01-02	2016-03-18
	12 AT&T INC	P	2012-01-03	2016-03-04
	1000 AT&T INC 5.50%FEB01 18	P	2008-02-20	2016-03-04
	4 BERKSHIRE HATHAWAYINC	P	2010-12-27	2016-03-04
	20 BP PLC SPON ADR	P	2014-01-08	2016-03-04
	15 CARNIVAL CORP PAIRED SHS	P	2015-02-27	2016-03-04
	24 CISCO SYSTEMS INC COM	P	2013-06-21	2016-03-04
	11 CISCO SYSTEMS INC COM	P	2012-02-21	2016-03-04
	1000 CISCO SYSTEMS INC 4.45%	P	2009-11-17	2016-03-04
	25 CITIGROUP INC COM NEW	P	2012-06-13	2016-03-04
	7 COMCAST CORP NEW CL A	P	2012-10-08	2016-03-04
	1000 COMCAST CORP 3.37%AUG15	P	2015-12-07	2016-03-04
	4 CVS HEALTH CORP	P	2012-07-13	2016-03-04
	12 DOW CHEMICAL CO	P	2013-10-21	2016-03-04
	11 EXXON MOBIL CORP COM	P	2012-07-16	2016-03-04
	38 EXXON MOBIL CORP COM	P	2011-10-03	2016-03-04
	31 EXXON MOBIL CORP COM	P	2011-02-07	2016-03-04
	1000 FEDERAL NATL MTG 2.37%	P	2012-08-02	2016-03-04
	1000 FEDERAL NATL MTG ASSOC	P	2007-10-16	2016-03-04
	16 GENERAL ELECTRIC	P	2011-04-05	2016-03-04
	5 GOLDMAN SACHS GROUP INC	P	2012-04-30	2016-03-04
	16 HESS CORP	P	2014-05-29	2016-03-04
	1000 JPMORGAN CHASE & 3.62%	P	2014-09-16	2016-03-04
	26 JPMORGAN CHASE & CO	P	2012-02-13	2016-03-04
	5 LABORATORY CP AMER HLDGS	P	2015-01-27	2016-03-04
	6 MEDTRONIC PLC SHS	P	2015-01-28	2016-03-04
	5 MOLSON COOR BREW CO CL B	P	2014-08-05	2016-03-04
	5 PARKER HANNIFIN CORP	P	2012-01-03	2016-03-04
	10 PUB SVC ENTERPRISE GRP	P	2014-12-05	2016-03-04
	9 RAYTHEON CO DELAWARE NEW	P	2015-07-09	2016-03-04
	10 SCHLUMBERGER LTD	P	2013-11-29	2016-03-04
	1000 SHELL INTL FIN 4.30% 201	P	2011-03-25	2016-03-04
	16 STATE STREET CORP	P	2013-01-02	2016-03-04
	26 SUNCOR ENERGY INC NEW	P	2012-11-13	2016-03-04
	15 SUNTRUST BKS INC COM	P	2013-01-02	2016-03-04
	5 TRAVELERS COS INC	P	2012-05-14	2016-03-04
	6 UNITEDHEALTH GROUP INC	P	2013-12-19	2016-03-04
	20 US BANCORP (NEW)	P	2012-07-25	2016-03-04
	1000 US TSY 1.625% JUN 30 20	P	2015-07-23	2016-03-04
	1000 US TSY 2.375% AUG 15 20	P	2014-12-03	2016-03-04
	1000 US TSY 3.500% MAY 15 20	P	2010-06-24	2016-03-04
	1000 VISA INC 2.20%DEC14 20	P	2015-12-14	2016-03-04
	6 WAL-MART STORES INC	P	2013-01-02	2016-03-04
	21 WELLS FARGO & CO NEW DEL	P	2012-01-03	2016-03-04
	1000 WELLS FARGO & CO 2.15% 1	P	2013-11-18	2016-03-04
	8 WSTN DIGITAL CORP DEL	P	2013-08-13	2016-03-04
	79 AMERICAN INTERNATIONAL	P	2012-09-17	2016-02-22
	17 FEDEX CORP DELAWARE COM	P	2014-10-27	2016-02-22
	174 METLIFE INC COM	P	2012-05-21	2016-02-22
	19 METLIFE INC COM	P	2012-05-15	2016-02-22
	57 3M COMPANY	P	2012-12-03	2016-02-22
	96 VIACOM INC NEW CL B	P	2015-08-06	2016-02-19
	21 VIACOM INC NEW CL B	P	2015-08-06	2016-02-18
	40 ADT CORP SHS	P	2012-01-03	2016-02-16
	25 ADT CORP SHS	P	2011-11-08	2016-02-16
	38 ADT CORP SHS	P	2011-11-07	2016-02-16
	24 ADT CORP SHS	P	2011-09-12	2016-02-16
	57 HOME DEPOT INC	P	2014-09-09	2016-02-04
	8 AETNA INC NEW	P	2013-09-19	2016-02-01
	10 AMERICAN INTERNATIONAL	P	2012-09-17	2016-02-01
	25 AT&T INC	P	2012-01-03	2016-02-01
	114 BLACKROCK STRATEGIC	P	2014-03-04	2016-02-01
	55 BROCADE COMMUNICATIONS	P	2014-05-29	2016-02-01
	11 CITIGROUP INC COM NEW	P	2012-06-13	2016-02-01
	10 COMCAST CORP NEW CL A	P	2012-10-08	2016-02-01
	7 CVS HEALTH CORP	P	2012-07-13	2016-02-01
	5 DR PEPPER SNAPPLE GROUP	P	2014-08-11	2016-02-01
	3 FEDEX CORP DELAWARE COM	P	2014-10-27	2016-02-01
	20 GENERAL ELECTRIC	P	2011-04-05	2016-02-01
	3 GOLDMAN SACHS GROUP INC	P	2012-04-30	2016-02-01
	14 GOODYEAR TIRE RUBBER	P	2015-09-09	2016-02-01
	4 HOME DEPOT INC	P	2014-09-09	2016-02-01
	5 HUMANA INC	P	2015-07-09	2016-02-01
	10 JPMORGAN CHASE & CO	P	2012-02-13	2016-02-01
	11 MOLSON COOR BREW CO CL B	P	2014-08-05	2016-02-01
	5 PARKER HANNIFIN CORP	P	2012-01-03	2016-02-01
	7 SCHLUMBERGER LTD	P	2013-11-29	2016-02-01
	19 SUNTRUST BKS INC COM	P	2013-01-02	2016-02-01
	6 TESORO CORP	P	2013-03-01	2016-02-01
	7 TEVA PHARMACTCL INDS ADR	P	2014-09-23	2016-02-01
	8 TRAVELERS COS INC	P	2012-05-14	2016-02-01
	13 TYCO INTL PLC SHS	P	2011-09-12	2016-02-01
	5 UNITEDHEALTH GROUP INC	P	2013-12-19	2016-02-01
	4 UNIVERSAL HEALTH SVCS B	P	2014-05-29	2016-02-01
	15 VALERO ENERGY CORP NEW	P	2011-05-09	2016-02-01
	9 VERIZON COMMUNICATNS COM	P	2015-02-26	2016-02-01
	2 WAL-MART STORES INC	P	2013-01-02	2016-02-01
	11 WAL-MART STORES INC	P	2012-07-13	2016-02-01
	21 CIGNA CORP	P	2015-01-08	2016-01-28
	208 HALLIBURTON COMPANY	P	2013-08-08	2016-01-28
	23 3M COMPANY	P	2012-12-03	2016-01-28
	30 3M COMPANY	P	2012-06-28	2016-01-28
	2000 GOLDMAN SACHS GRO 5.35%	P	2010-03-09	2016-01-15
	17000 GOLDMAN SACHS GRO 5.35%	P	2007-10-16	2016-01-15
	1000 AT&T INC 5.50%FEB01 18	P	2008-02-20	2016-01-14
	212 BLACKROCK STRATEGIC	P	2014-03-04	2016-01-14
	1000 COMCAST CORP 3.37%AUG15	P	2015-12-07	2016-01-14
	1000 FEDERAL NATL MTG 2.37%	P	2012-08-02	2016-01-14
	2000 FEDERAL NATL MTG ASSOC	P	2007-10-16	2016-01-14
	1000 JPMORGAN CHASE & 3.62%	P	2014-09-16	2016-01-14
	1000 US TSY 1.000% SEP 15 20	P	2014-12-03	2016-01-14
	2000 US TSY 1.625% JUN 30 20	P	2015-07-23	2016-01-14
	1000 US TSY 2.125% JUN 30 20	P	2015-07-23	2016-01-14
	1000 US TSY 2.375% AUG 15 20	P	2014-12-03	2016-01-14
	1000 WELLS FARGO & CO 1.50% 1	P	2013-01-09	2016-01-14
	23000 FEDERAL HOME LN MTG CORP	P	2013-11-18	2015-12-14
	9000 US TSY 2.125% JUN 30 20	P	2015-07-23	2015-12-07
	2962 BLACKROCK STRATEGIC	P	2014-03-04	2015-12-04
	124 INTEL CORP	P	2014-11-11	2015-11-18
	102 INTEL CORP	P	2014-10-09	2015-11-18
	42 INTEL CORP	P	2014-10-08	2015-11-18
	34 LOWE'S COMPANIES INC	P	2013-12-19	2015-11-18
	189 ORACLE CORP $0.01 DEL	P	2015-06-10	2015-11-16
	43 DISCOVER FINL SVCS	P	2011-10-03	2015-10-21
	44 DISCOVER FINL SVCS	P	2010-11-16	2015-10-21
	157 DISCOVER FINL SVCS	P	2010-11-16	2015-10-20
	22 DISCOVER FINL SVCS	P	2010-11-15	2015-10-20
	164 E M C CORPORATION MASS	P	2014-02-26	2015-10-13
	162 E M C CORPORATION MASS	P	2012-12-03	2015-10-13
	16 E M C CORPORATION MASS	P	2012-10-08	2015-10-13
	2000 GENL ELEC CAP COR 2.20%	P	2015-01-23	2015-10-07
	2000 JPMORGAN CHASE & 3.62%	P	2014-09-16	2015-10-05
	3000 APPLE INC 2.40%MAY03 23	P	2013-05-13	2015-10-02
	1000 CISCO SYSTEMS INC 4.45%	P	2009-11-17	2015-10-02
	1000 GOLDMAN SACHS GRO 5.35%	P	2007-10-16	2015-10-02
	1000 SHELL INTL FIN 4.30% 201	P	2011-03-25	2015-10-02
	1000 US TSY 2.000% FEB 15 20	P	2015-03-26	2015-10-02
	1037 BLACKROCK STRATEGIC	P	2014-03-04	2015-09-28
	1000 US TSY 1.625% JUN 30 20	P	2015-07-23	2015-09-28
	1000 US TSY 2.125% JUN 30 20	P	2015-07-23	2015-09-28
	4000 US TSY 2.375% AUG 15 20	P	2014-12-03	2015-09-28
	5000 US TSY 3.125% FEB 15 20	P	2012-02-24	2015-09-28
	1000 WELLS FARGO & CO 2.15% 1	P	2013-11-18	2015-09-28
	79 MARATHON PETROLEUM CORP	P	2012-04-09	2015-09-10
	59 MACYS INC	P	2015-01-08	2015-09-09
	66 MACYS INC	P	2013-07-08	2015-09-09
	87 MARATHON PETROLEUM CORP	P	2012-04-09	2015-09-09
	14000 US TSY 1.000% SEP 15 20	P	2014-12-03	2015-09-02
	168 HEWLETT PACKARD CO DEL	P	2015-01-08	2015-08-19
	124 HEWLETT PACKARD CO DEL	P	2014-10-08	2015-08-19
	15 AETNA INC NEW	P	2013-09-19	2015-08-07
	20 AETNA INC NEW	P	2013-09-18	2015-08-07
	77 MACYS INC	P	2013-07-08	2015-08-06
	55 DR PEPPER SNAPPLE GROUP	P	2014-08-11	2015-08-05
	31 LOWE'S COMPANIES INC	P	2013-12-19	2015-08-05
	15000 US TSY 1.750% FEB 28 20	P	2015-03-26	2015-07-23
	10000 US TSY 2.000% APR 30 20	P	2011-05-27	2015-07-23
	33 CVS HEALTH CORP	P	2012-07-13	2015-07-09
	21 CVS HEALTH CORP	P	2012-07-12	2015-07-09
	103 MEDTRONIC PLC SHS	P	2015-01-28	2015-07-09
	50 UNITEDHEALTH GROUP INC	P	2013-12-19	2015-07-09

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	697		697
b	1,793	1,300	493
c	4,243	3,088	1,155
d	4,260	3,088	1,172
e	1,609	1,299	310
	4,428	2,922	1,506
	791	569	222
	3,503	2,450	1,053
	7,482	6,062	1,420
	8,427	6,102	2,325
	3,249	3,619	-370
	1,348	1,382	-34
	996	1,011	-15
	977	986	-9
	54	54
	4,227	2,606	1,621
	2,632	2,014	618
	11,046	11,013	33
	12,250	12,244	6
	4,256	2,676	1,580
	2,886	1,884	1,002
	1,863	1,182	681
	2,777	1,733	1,044
	1,608	868	740
	18,000	18,000
	2,791	2,119	672
	962	1,158	-196
	4,484	3,398	1,086
	8,230	8,231	-1
	187	141	46
	2,057	1,483	574
	6,836	8,283	-1,447
	3,629	1,409	2,220
	7,779	7,924	-145
	457	366	91
	1,067	984	83
	548	320	228
	628	973	-345
	721	661	60
	643	582	61
	295	224	71
	1,095	1,004	91
	1,086	694	392
	417	254	163
	1,044	1,024	20
	398	192	206
	600	495	105
	907	935	-28
	3,135	2,760	375
	2,557	2,599	-42
	1,002	1,002
	1,056	1,003	53
	488	328	160
	786	574	212
	791	1,449	-658
	1,027	996	31
	1,570	994	576
	558	581	-23
	450	457	-7
	450	337	113
	535	395	140
	441	408	33
	1,131	891	240
	749	891	-142
	1,060	1,015	45
	948	770	178
	657	854	-197
	559	435	124
	549	323	226
	732	433	299
	821	668	153
	1,011	998	13
	1,042	1,006	36
	1,088	1,016	72
	1,015	998	17
	402	413	-11
	1,058	596	462
	1,007	1,005	2
	397	548	-151
	4,104	2,745	1,359
	2,315	2,784	-469
	6,802	5,337	1,465
	743	646	97
	8,978	5,161	3,817
	3,403	4,108	-705
	751	899	-148
	1,609	1,217	392
	1,005	739	266
	1,528	1,105	423
	965	601	364
	6,868	5,111	1,757
	830	534	296
	561	347	214
	906	761	145
	1,104	1,167	-63
	449	497	-48
	465	305	160
	555	363	192
	678	336	342
	477	304	173
	393	491	-98
	574	410	164
	481	344	137
	397	425	-28
	507	359	148
	838	936	-98
	589	382	207
	1,006	742	264
	480	395	85
	495	623	-128
	689	551	138
	518	339	179
	434	363	71
	855	517	338
	443	256	187
	574	361	213
	456	359	97
	1,024	378	646
	454	444	10
	135	138	-3
	740	795	-55
	2,716	2,230	486
	6,151	9,581	-3,430
	3,352	2,083	1,269
	4,372	2,594	1,778
	2,000	2,000
	17,000	17,000
	1,072	984	88
	2,063	2,171	-108
	1,017	1,025	-8
	1,004	1,004
	2,123	2,007	116
	1,010	996	14
	1,001	1,001
	2,012	1,996	16
	1,018	1,005	13
	1,025	1,007	18
	999	1,002	-3
	23,009	23,029	-20
	9,079	9,042	37
	29,442	30,331	-889
	4,056	4,126	-70
	3,336	3,504	-168
	1,374	1,407	-33
	2,443	1,624	819
	7,173	8,270	-1,097
	2,345	980	1,365
	2,399	802	1,597
	8,581	2,863	5,718
	1,202	416	786
	4,593	4,312	281
	4,537	4,019	518
	448	436	12
	2,026	2,022	4
	2,025	1,993	32
	2,923	2,934	-11
	1,103	1,004	99
	1,012	999	13
	1,091	1,016	75
	1,001	1,002	-1
	10,297	10,619	-322
	1,011	998	13
	1,023	1,005	18
	4,104	4,027	77
	5,266	5,014	252
	1,005	1,006	-1
	3,761	1,677	2,084
	3,524	4,005	-481
	3,942	3,294	648
	4,223	1,847	2,376
	14,067	14,024	43
	4,662	6,844	-2,182
	3,441	4,321	-880
	1,739	1,002	737
	2,319	1,335	984
	5,191	3,843	1,348
	4,573	3,348	1,225
	2,172	1,481	691
	14,752	14,984	-232
	10,132	10,024	108
	3,504	1,584	1,920
	2,230	997	1,233
	7,577	7,926	-349
	6,000	3,606	2,394

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			697
b			493
c			1,155
d			1,172
e			310
			1,506
			222
			1,053
			1,420
			2,325
			-370
			-34
			-15
			-9

			1,621
			618
			33
			6
			1,580
			1,002
			681
			1,044
			740

			672
			-196
			1,086
			-1
			46
			574
			-1,447
			2,220
			-145
			91
			83
			228
			-345
			60
			61
			71
			91
			392
			163
			20
			206
			105
			-28
			375
			-42

			53
			160
			212
			-658
			31
			576
			-23
			-7
			113
			140
			33
			240
			-142
			45
			178
			-197
			124
			226
			299
			153
			13
			36
			72
			17
			-11
			462
			2
			-151
			1,359
			-469
			1,465
			97
			3,817
			-705
			-148
			392
			266
			423
			364
			1,757
			296
			214
			145
			-63
			-48
			160
			192
			342
			173
			-98
			164
			137
			-28
			148
			-98
			207
			264
			85
			-128
			138
			179
			71
			338
			187
			213
			97
			646
			10
			-3
			-55
			486
			-3,430
			1,269
			1,778


			88
			-108
			-8

			116
			14

			16
			13
			18
			-3
			-20
			37
			-889
			-70
			-168
			-33
			819
			-1,097
			1,365
			1,597
			5,718
			786
			281
			518
			12
			4
			32
			-11
			99
			13
			75
			-1
			-322
			13
			18
			77
			252
			-1
			2,084
			-481
			648
			2,376
			43
			-2,182
			-880
			737
			984
			1,348
			1,225
			691
			-232
			108
			1,920
			1,233
			-349
			2,394

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	57,109
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 ...................		3	-3,760

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? Yes No

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	111,756	1,384,096	0.08074
2013	323,396	1,443,133	0.22409
2012	181,329	1,329,212	0.13642
2011	102,405	1,296,375	0.07899
2010	64,800	1,323,474	0.04896

Total of line 1, column (d) .....................

20.569209

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 . . .

0.113842

Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....

1,283,069

Multiply line 4 by line 3......................

146,067

Enter 1% of net investment income (1% of Part I, line 27b)...........

680

Add lines 5 and 6........................

146,747

Enter qualifying distributions from Part XII, line 4.............

130,485

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)

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	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Domestic foundations that meet the section 4940(e) requirements in Part V, check	1	1,360
	hereand 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
3	Add lines 1 and 2...........................	3	1,360
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	1,360
6	Credits/Payments:

a	2015 estimated tax payments and 2014 overpayment credited to 2015	6a	2,000
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	2,000
8	Enter any penalty for underpayment of estimated tax. Check hereif Form 2220 is attached.		8
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	640
11	Enter the amount of line 10 to be: Credited to 2015 estimated tax640	Refunded	11

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions

for definition)?.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. bullet

$ (2) On foundation managers. bullet

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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.............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2015)

Page 5

Part VII-A

Statements Regarding Activities (continued)

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) .............

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).................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

MERRILL LYNCH BANK & TRUST CO Telephone no. bullet

(609) 274-2583

Located at bullet

1300 MERRILL LYNCH DRIVEPENNINGTONNJ ZIP+4 bullet

08534

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —Check here....... bullet

and enter the amount of tax-exempt interest received or accrued during the year ...... bullet

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

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?......................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?...............YesNo

(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.).......YesNo

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)? ........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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?.............

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)):

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?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?......................YesNo

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.)..................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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?

Form 990-PF (2015)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (Continued)

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))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?.............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? (see instructions)................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?.....YesNo

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)? ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?..........YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....

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
EUGENE D ATKINSON	Trustee 1.00	0
1941 CLUB DRIVE VERO BEACH,FL32963	Trustee 1.00	0
CAROL A ATKINSON	Trustee 1.00	0
212 ISLAND CREEK DRIVE VERO BEACH,FL32963	Trustee 1.00	0

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...................

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............. bullet

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......................... bullet

Form 990-PF (2015)

Page 8

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

1,262,131

Average of monthly cash balances.......................

40,477

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

1,302,608

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

1,302,608

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

19,539

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

1,283,069

Minimum investment return. Enter 5% of line 5..................

64,153

Part XI

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet

and do not complete this part.)

Minimum investment return from Part X, line 6....................

64,153

Tax on investment income for 2015 from Part VI, line 5......

1,360

Income tax for 2015. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

1,360

Distributable amount before adjustments. Subtract line 2c from line 1............

62,793

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

62,793

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

62,793

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

130,485

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

130,485

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).................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

130,485

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)

Page 9

Part XIII

Undistributed Income (see instructions)

		(a) Corpus	(d) 2015
1 Distributable amount for 2015 from Part XI, line 7			62,793
2 Undistributed income, if any, as of the end of 2015:
a Enter amount for 2014 only.......
b Total for prior years:20, 20, 20
3 Excess distributions carryover, if any, to 2015:
a From 2010......
b From 2011......	73,769
c From 2012......	116,938
d From 2013......	253,271
e From 2014......	44,304
fTotal of lines 3a through e........		488,282
4Qualifying distributions for 2015 from Part
XII, line 4: $ 130,485
a Applied to 2014, but not more than line 2a
b Applied to undistributed income of prior years (Election required—see instructions).....
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2015 distributable amount.....			62,793
e Remaining amount distributed out of corpus		67,692
5 Excess distributions carryover applied to 2015.
(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		555,974
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........
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......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2014. Subtract line 4a from line 2a. Taxable amount—see instructions .............
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) .......
8Excess distributions carryover from 2010 not applied on line 5 or line 7 (see instructions) ...
9Excess distributions carryover to 2016. Subtract lines 7 and 8 from line 6a ......		555,974
10 Analysis of line 9:
a Excess from 2011....	73,769
b Excess from 2012....	116,938
c Excess from 2013....	253,271
d Excess from 2014....	44,304
e Excess from 2015....	67,692

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 section4942(j)(3) or4942(j)(5)

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	(e) Total

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).)

EUGENE D ATKINSON

CAROL A ATKINSON

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. (see instructions) to individuals or organizations under
other conditions, complete items 2a, b, c, and d.

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2015)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
CITY HARVEST 575 EIGHTH AVENUE NEW YORK,NY10018	none	501(C)3	GENERAL OPERATING	1,300
Learning Alliance Inc PO Box 6433446 Vero Beach,FL32964	none	501(C)3	general operating	1,000
Nantucket Athenuem 1 INDIA Street Nantucket,MA02554	none	501(C)3	General Operating	2,500
The Fountain House 11 RIVERSIDE DRIVE STE 3AW New York,NY10023	none	501(C)3	General Operating	500
Nantucket Conservation Foundation PO BOX 13 Nantucket,MA02554	none	501(C)3	General Operating	1,000
Nantucket Cottage Hospital 57 South Prospect Street Nantucket,MA02554	none	501(C)3	general operating	5,200
New York City Center 131 West 55t Street New York,NY10019	none	501(C)3	general operating	2,500
The Community Church of Vero Beach 1901 23rd Street Vero Beach,FL32960	none	501(C)3	general operating	7,000
The Garden Conervancy PO BOX 219 Cold Springs,NY10516	none	501(C)3	GENERAL OPERATING	6,000
The Riverside Theatre 3250 Riverside Park Drive Vero Beach,FL32963	none	501(C)3	GENERAL OPERATING	13,175
West Point Association of Graduates 639 Howard Road West Point,NY10996	none	501(C)3	GENERAL OPERATING	1,000
United Way of Indian River Country PO Box 1960 Vero Beach,FL32960	none	501(C)3	GENERAL OPERATING	2,100
USSGA Memorial Fund 49 Knollwood Road Elmsford,NY10523	none	501(C)3	GENERAL OPERATING	1,000
Avon Old Farm School 500 OLD FARMS ROAD AVON,CT06001	none	501(C)3	GENERAL OPERATING	10,000
Boys and Girls Club of Indian River 1729 17TH AVENUE VERO BEACH,FL32960	none	501(C)3	GENERAL OPERATING	1,000
Indian River Impact 100 PO BOX 643968 VERO BEACH,FL32964	none	501(C)3	GENERAL OPERATING	1,000
Nantucket Preservation Trust PO Box 158 Nantucket,MA02554	none	501(C)3	GENERAL OPERATING	3,500
Quail Valley Charities 3906 Sable Palm Drive Vero Beach,FL32963	none	501(C)3	GENERAL OPERATING	250
Vero Beach Museum of Art 3001 Riverside Park Dr Vero Beach,FL32963	none	501(C)3	GENERAL OPERATING	11,875
India River Medical Center Foundati 1000 36th St Vero Beach,FL32960	none	501(C)3	GENERAL OPERATING	15,000
Brain Behavior Research Foundation 90 Park Ave New York,NY10016	none	501(C)3	GENERAL OPERATING	2,000
CRISTO REY NEW YORK HIGH SCHOOL 112 E 106TH ST NEW YORK,NY10029	none	501(C)3	GENERAL OPERATING	2,000
MASSACHUSETTS GENERAL HOSPITAL 529 MAIN ST STE 510 CHARLESTOWN,MA02129	none	501(C)3	GENERAL OPERATING	10,000
ROYAL OAK FOUNDATION INC 35 W 35TH ST RM 1200 NEW YORK,NY10001	none	501(C)3	GENERAL OPERATING	850
VERO BEACH POLICE BENEVOLENT ASSOC PO BOX 6151 VERO BEACH,FL32961	none	501(C)3	GENERAL OPERATING	100
ALZHEIMER-PARKINSON ASSOCIATION OF 2300 5TH AVE STE 150 VERO BEACH,FL32960	none	501(C)3	GENERAL OPERATING	250
ALZHEIMERS DISEASE AND RELATED DISO 3333 FOREST HILL BLVD WEST PALM BEACH,FL33406	none	501(C)3	GENERAL OPERATING	500
CHARLOTTE BRIDGE HOME 1512 E 4TH ST CHARLOTTE,NC28204	none	501(C)3	GENERAL OPERATING	5,000
CORPORATION OF HAVERFORD COLLEGE 370 LANCASTER AVE HAVERFORD,PA19041	none	501(C)3	GENERAL OPERATING	1,000
FOREST AVENUE HOME AND SCHOOL ASSO 287 FOREST AVE GLEN RIDGE,NJ07028	none	501(C)3	GENERAL OPERATING	1,000
GETALONG DACHSHUND RESCUE INC 727 CALICO JACK WAY GREEN CV SPGS,FL32043	none	501(C)3	GENERAL OPERATING	500
HOLY SPIRIT CATHOLIC CHURCH 625 AIRPORT RD SW HUNTSVILLE,AL35802	none	501(C)3	GENERAL OPERATING	5,000
MASTERVOICES INC 115 E 57TH ST NEW YORK,NY10022	none	501(C)3	GENERAL OPERATING	2,000
NANTUCKET LIGHTHOUSE SCHOOL INC 1 RUGGED RD NANTUCKET,MA02554	none	501(C)3	GENERAL OPERATING	1,000
NATIONAL ELEPHANT CENTER INC 8225 N WICKHAM RD MELBOURNE,FL32940	none	501(C)3	GENERAL OPERATING	1,000
NORTH SHORE LIJ SYSTEM FOUNDATION 972 BRUSH HOLLOW ROAD 5TH FL WESTBURY,NY11590	none	501(C)3	GENERAL OPERATING	1,000
RIVERSIDE PARK CONSERVANCY INC 475 RIVERSIDE DR STE 455 NEW YORK,NY10115	none	501(C)3	GENERAL OPERATING	1,000
SAIL TO PREVAIL INC PO BOX 1264 NEWPORT,RI02840	none	501(C)3	GENERAL OPERATING	250
SCHOOL BORAD OF INDIAN RIVER COUNTY 6500 57TH STREET VERO BEACH,FL32967	none	501(C)3	GENERAL OPERATING	500
Total ................................. 3a				121,850

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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 ...........
4 Dividends and interest from securities....			14	30,834
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.....			19	186
8 Gain or (loss) from sales of assets other than inventory ............					57,109
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)..				31,020	57,109

13Total. Add line 12, columns (b), (d), and (e)..................

1388,129

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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?...........YesNo

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.
				May the IRS discuss this return with the preparer shown below (see instr.)? Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2015)

Additional Data

Software ID:	15000324
Software Version:	2015v2.0

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2015 AccountingFeesSchedule

Name:

EUGENE & CAROL ATKINSON

FAMILY FOUNDATION

EIN:

13-3318157

Software ID:

15000324

Software Version:

2015v2.0

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
	6,963	348	0	6,615

- TIN:

TY 2015 OtherDecreasesSchedule

Name:

EUGENE & CAROL ATKINSON

FAMILY FOUNDATION

EIN:

13-3318157

Software ID:

15000324

Software Version:

2015v2.0

Description	Amount
NONDEDUCTIBLE GIFT	126

- TIN:

TY 2015 OtherIncomeSchedule2

Name:

EUGENE & CAROL ATKINSON

FAMILY FOUNDATION

EIN:

13-3318157

Software ID:

15000324

Software Version:

2015v2.0

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
Other Investment Income	186

- TIN:

TY 2015 OtherProfessionalFeesSchedule

Name:

EUGENE & CAROL ATKINSON

FAMILY FOUNDATION

EIN:

13-3318157

Software ID:

15000324

Software Version:

2015v2.0

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT ADVISORY	19,515	19,515	0	0

- TIN:

TY 2015 TaxesSchedule

Name:

EUGENE & CAROL ATKINSON

FAMILY FOUNDATION

EIN:

13-3318157

Software ID:

15000324

Software Version:

2015v2.0

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
EXCISE TAX	2,020			2,020
FOREIGN TAX PAID	85	85