Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
THE RESOURCE FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)C/O WJ MCKEEVER CO LLC PO BOX 5147
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GREENWICH, CT06831
A Employer identification number

22-2870501
B Telephone number (see instructions)

(203) 622-8625
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$13,394,347J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 341,318 341,318  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 476,387
b Gross sales price for all assets on line 6a 6,665,783
7 Capital gain net income (from Part IV, line 2)... 476,387
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 817,705 817,705  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 103,968 25,992   77,976
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 29,826 3,877   25,949
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 17,371 3,474   13,897
c Other professional fees (attach schedule).... Click to see attachment 81,616 81,616   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 16,106 4,405   7,168
19 Depreciation (attach schedule) and depletion... Click to see attachment 2,815 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 9,682 1,258   8,424
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 13,993 1,819   12,174
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 275,377 122,441   145,588
25 Contributions, gifts, grants paid....... 418,616 418,616
26 Total expenses and disbursements. Add lines 24 and 25 693,993 122,441   564,204
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 123,712
b Net investment income (if negative, enter -0-) 695,264
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 869,649 2,465,486 2,465,486
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 203,900 Click to see attachment203,900 222,121
b Investments—corporate stock (attach schedule)....... 11,103,639 Click to see attachment9,589,766 10,704,863
c Investments—corporate bonds (attach schedule)....... 52,125 Click to see attachment0 0
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet4,692
Less: accumulated depreciation (attach schedule) bullet2,815 0 Click to see attachment1,877 1,877
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 12,229,313 12,261,029 13,394,347
Liabilities 17 Accounts payable and accrued expenses.......... 1,936 241
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)......... 1,936 241
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........ 12,227,377 12,260,788
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 0 0
30 Total net assets or fund balances (see instructions)..... 12,227,377 12,260,788
31 Total liabilities and net assets/fund balances (see instructions). 12,229,313 12,261,029
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
12,227,377
2
Enter amount from Part I, line 27a .....................
2
123,712
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
12,351,089
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
90,301
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
12,260,788
Form 990-PF (2015)
Form 990-PF (2015)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a FIDELITY FLOATING RATE HIGH INCOME P 2014-05-20 2015-01-07
b NXP SEMICONDUCTORS NV P 2014-11-20 2015-03-05
c NXP SEMICONDUCTORS NV P 2014-09-05 2015-03-05
d DOUBLELINE EMG MKTS INC-I P 2014-12-10 2015-05-11
e DOUBLELINE EMG MKTS INC-I P 2014-10-07 2015-05-11
LOOMIS SAYLES BOND FUND P 2014-07-07 2015-05-11
LOOMIS SAYLES BOND FUND P 2014-05-20 2015-05-11
WISDOMTREE EMERGING MKT CORP BOND FD P 2014-12-10 2015-05-12
PIMCO DYNAMIC INCOME FUND P 2014-10-07 2015-05-12
KANSAS CITY SOUTHN INDS INC P 2014-11-20 2015-05-21
KANSAS CITY SOUTHN INDS INC P 2013-10-17 2015-05-21
KANSAS CITY SOUTHN INDS INC P 2013-07-01 2015-05-21
EQT MIDSTREAM PARTNERS LP P 2013-11-04 2015-06-02
JOHNSON & JOHNSON P 2013-11-19 2015-06-02
MAGELLAN MIDSTREAM PARTNERS LP P 2014-02-06 2015-06-02
AMERICAN AIRLINES GROUP INC P 2014-12-10 2015-06-11
AMERICAN AIRLINES GROUP INC P 2014-11-28 2015-06-11
GOOGLE INC-A P 2014-04-16 2015-06-12
YAHOO INC P 2014-11-20 2015-06-12
GOOGLE INC-A P 2014-04-16 2015-06-23
GOOGLE INC-A P 2014-04-16 2015-06-23
OUTFRONT MEDIA INC P 2014-06-12 2015-06-23
OUTFRONT MEDIA INC P 2014-10-07 2015-06-23
OUTFRONT MEDIA INC P 2014-10-07 2015-06-23
LIBERTY LILAC GROUP-A P 2013-11-01 2015-07-08
COLGATE PALMOLIVE CO P 2014-09-05 2015-07-17
COLGATE PALMOLIVE CO P 2013-07-01 2015-07-17
WISDOMTREE EUROPE HEDGED EQU P 2015-03-10 2015-07-27
WISDOMTREE EUROPE HEDGED EQU P 2015-02-06 2015-07-27
GOLUB CAPITAL BDC INC P 2013-07-01 2015-07-30
GOLUB CAPITAL BDC INC P 2013-07-01 2015-07-30
LIBERTY LILAC GROUP-A P 2013-07-01 2015-07-31
LIBERTY LILAC GROUP-A P 2013-07-01 2015-07-31
THE INDIA FUND INC P 2015-02-06 2015-08-03
SKYWORKS SOLUTIONS INC P 2015-02-06 2015-08-03
CROWN CASTLE REIT P 2013-07-01 2015-08-26
CVS HEALTH CORP P 2015-02-06 2015-08-26
GOOGLE INC-A P 2013-07-01 2015-08-26
THE INDIA FUND INC P 2015-02-06 2015-08-26
NXP SEMICONDUCTORS NV P 2015-02-06 2015-08-26
NXP SEMICONDUCTORS NV P 2015-02-06 2015-08-26
PRECISION CASTPARTS CORP P 2015-02-06 2015-09-03
STAR GAS PARTNERS LP 8.875% 12/01/17 P 2013-07-01 2015-09-03
ACCENTURE PLC IRELAND P 2015-02-06 2015-10-01
DISCOVER FINANCIAL SERVICES P 2015-02-06 2015-10-01
DISCOVER FINANCIAL SERVICES P 2013-07-01 2015-10-01
DISCOVER FINANCIAL SERVICES P 2013-07-01 2015-10-01
DISCOVER FINANCIAL SERVICES P 2013-07-01 2015-10-01
AMERICAN INTL GROUP WTS 1/19/21 P 2013-07-01 2015-10-01
AMERICAN INTL GROUP WTS 1/19/21 P 2013-07-01 2015-10-01
AMERICAN INTL GROUP WTS 1/19/21 P 2013-07-01 2015-10-01
YAHOO! INC P 2015-02-06 2015-10-26
YAHOO! INC P 2013-07-01 2015-10-26
ALLERGAN PLC P 2015-02-06 2015-11-03
LOOMIS SAYLES BOND FUND P 2013-07-01 2015-12-15
LOOMIS SAYLES BOND FUND P 2013-07-01 2015-12-15
GENERAL ELECTRIC CO P 2015-02-06 2015-12-17
GENERAL ELECTRIC CO P 2015-02-06 2015-12-17
MARKET VECTORS BIOTECH ETF P 2013-07-01 2015-12-17
GOODYEAR TIRE & RUBBER CO P 2013-07-01 2015-12-17
GOODYEAR TIRE & RUBBER CO P 2013-07-01 2015-12-17
NEW MOUNTAIN FINANCE CORP P 2013-07-01 2015-12-17
NEW MOUNTAIN FINANCE CORP P 2013-07-01 2015-12-17
PJT PARTNERS INC - A W/I P 2013-07-01 2015-12-17
PJT PARTNERS INC - A W/I P 2013-07-01 2015-12-17
WILLIAMS SONOMA P 2013-07-01 2015-12-17
SKYWORKS SOLUTIONS INC P 2015-02-07 2015-12-17
SKYWORKS SOLUTIONS INC P 2015-02-07 2015-12-17
SKYWORKS SOLUTIONS INC P 2015-02-07 2015-12-17
FACEBOOK INC-A P 2015-02-07 2015-12-17
SOLD 70 SHS CHUBB CORP ON 11/17/2015 AT 129.706 THRU NATIONAL FINANCIAL SERV P 2008-10-08 2015-11-17
SOLD 8 SHS ALPHABET INC CL C ON 11/17/2015 AT 728.9734 THRU NATIONAL FINANCI P 2014-06-24 2015-11-17
SOLD 23 SHS ALPHABET INC CL C ON 11/16/2015 AT 723.6564 THRU NATIONAL FINANC P 2014-06-24 2015-11-16
SOLD 40 SHS CHUBB CORP ON 11/11/2015 AT 129.4831 THRU NATIONAL FINANCIAL SER P 2008-10-08 2015-11-11
SOLD 38 SHS CHUBB CORP ON 11/05/2015 AT 129.4857 THRU NATIONAL FINANCIAL SER P 2008-10-08 2015-11-05
SOLD 64 SHS CHUBB CORP ON 11/03/2015 AT 129.6766 THRU NATIONAL FINANCIAL SER P 2008-10-08 2015-11-03
SOLD 38 SHS CHUBB CORP ON 11/02/2015 AT 129.801 THRU NATIONAL FINANCIAL SERV P 2008-10-08 2015-11-02
SOLD 1,968.504 SHS BBH LIMITED DURATION FUND CL N ON 10/26/2015 AT 10.16 THR P 2014-01-10 2015-10-26
SOLD 300 SHS MICROSOFT CORP ON 10/26/2015 AT 53.8814 THRU SIBI/ASSENT LLC CO P 2013-02-08 2015-10-26
SOLD 200 SHS NESTLE S A SPONS ADR ON 10/26/2015 AT 76.70 THRU SIBI/ASSENT LL P 2006-03-28 2015-10-26
SOLD 6,002.401 SHS AIT GLOBAL EMERGING MARKETS OPPORTUNITY FUND-I VONTOBEL O P 2013-05-22 2015-09-23
SOLD 1,200 SHS U S BANCORP ON 09/23/2015 AT 40.8658 THRU BARCLAYS CAPITAL EQ P 2013-02-08 2015-09-23
SOLD 550 SHS MICROSOFT CORP ON 09/23/2015 AT 43.6545 THRU BARCLAYS CAPITAL E P 2012-10-04 2015-09-23
SOLD 250 SHS DENTSPLY INTL INC ON 09/23/2015 AT 52.584 THRU BARCLAYS CAPITAL P 2008-11-21 2015-09-23
SOLD 1,000 SHS WELLS FARGO & CO ON 09/23/2015 AT 50.525 THRU BARCLAYS CAPITA P 2011-01-24 2015-09-23
SOLD 850 SHS COMCAST CORP CL A ON 09/23/2015 AT 57.1453 THRU BARCLAYS CAPITA P 2013-02-08 2015-09-23
SOLD 700 SHS NESTLE S A SPONS ADR ON 09/23/2015 AT 73.07 THRU BARCLAYS CAPIT P 2006-03-28 2015-09-23
SOLD 1,150 SHS ZOETIS INC COM STK ON 09/23/2015 AT 44.1424 THRU BARCLAYS CAP P 2013-02-08 2015-09-23
SOLD 1,250 SHS SOUTHWSTN ENERGY CO ON 09/23/2015 AT 13.646 THRU BARCLAYS CAP P 2013-02-08 2015-09-23
SOLD 1,650 SHS PROGRESSIVE CORP OHIO ON 09/23/2015 AT 30.6464 THRU BARCLAYS P 2013-02-08 2015-09-23
SOLD 150 SHS HENRY SCHEIN INC COM STK ON 09/23/2015 AT 134.6451 THRU BARCLAY P 2013-02-08 2015-09-23
SOLD 900 SHS LIBERTY INTERACTIVE CORP Q-A ON 09/23/2015 AT 27.225 THRU BARCL P 2013-02-08 2015-09-23
SOLD 400 SHS BERKSHIRE HATHAWAY INC-CL B ON 09/23/2015 AT 128.4588 THRU BARC P 2006-03-08 2015-09-23
SOLD 800 SHS NOVARTIS AG - ADR ON 08/14/2015 AT 102.3747 THRU BARCLAYS CAPIT P 2006-03-08 2015-08-14
SOLD 719 SHS BAXTER INTL INC ON 08/06/2015 AT 42.0164 THRU INVESTMENT TECHNO P 2013-02-08 2015-08-06
SOLD 200 SHS CHUBB CORP ON 07/31/2015 AT 125.032 THRU INVESTMENT TECHNOLOGY P 2013-02-08 2015-07-31
SOLD 335 SHS CHUBB CORP ON 07/22/2015 AT 122.9192 THRU INVESTMENT TECHNOLOGY P 2013-02-08 2015-07-22
SOLD 254 SHS CHUBB CORP ON 07/16/2015 AT 122.0315 THRU INVESTMENT TECHNOLOGY P 2013-02-08 2015-07-16
SOLD 1,050 SHS BAXTER INTL INC ON 07/14/2015 AT 37.6383 THRU INVESTMENT TECH P 2013-02-08 2015-07-14
SOLD 150 SHS BAXTER INTL INC ON 07/14/2015 AT 37.6383 THRU INVESTMENT TECHNO P 2013-02-08 2015-07-14
SOLD 135 SHS CHUBB CORP ON 07/02/2015 AT 122.5441 THRU INVESTMENT TECHNOLOGY P 2007-07-19 2015-07-02
SOLD 176 SHS CHUBB CORP ON 07/01/2015 AT 122.5045 THRU INVESTMENT TECHNOLOGY P 2007-07-19 2015-07-01
SOLD 4,611 SHS T ROWE PRICE NEW ASIA FUND ON 04/29/2015 AT 17.95 THRU STN FU P 2013-04-26 2015-04-29
SOLD 2,981 SHS T ROWE PRICE NEW ASIA FUND ON 04/29/2015 AT 17.95 THRU STN FU P 2007-07-19 2015-04-29
SOLD 87 SHS WASTE MANAGEMENT INC ON 04/09/2015 AT 54.7536 THRU INVESTMENT TE P 2013-02-08 2015-04-09
SOLD 463 SHS WASTE MANAGEMENT INC ON 04/08/2015 AT 54.6957 THRU INVESTMENT T P 2005-07-11 2015-04-08
SOLD 7,292.882 SHS T ROWE PRICE NEW ASIA FUND ON 03/30/2015 AT 17.14 THRU ST P 2011-09-06 2015-03-30
SOLD 19,302 SHS BBH LIMITED DURATION FUND CL N ON 03/26/2015 AT 10.27 THRU S P 2007-06-05 2015-03-26
SOLD 20,619 SHS BBH LIMITED DURATION FUND CL N ON 03/26/2015 AT 10.27 THRU S P 2014-01-31 2015-03-26
SOLD 246 SHS TARGET CORP ON 03/05/2015 AT 78.1033 THRU INVESTMENT TECHNOLOGY P 2011-08-09 2015-03-05
SOLD 154 SHS TARGET CORP ON 03/04/2015 AT 78.0378 THRU INVESTMENT TECHNOLOGY P 2013-02-08 2015-03-04
SOLD 200 SHS TARGET CORP ON 02/25/2015 AT 76.9768 THRU INVESTMENT TECHNOLOGY P 2011-08-05 2015-02-25
SOLD 100 SHS TARGET CORP ON 02/23/2015 AT 76.7804 THRU INVESTMENT TECHNOLOGY P 2011-08-05 2015-02-23
SOLD 320 SHS CALIFORNIA RESOURCES CORP COM STK ON 02/20/2015 AT 7.2728 THRU P 2013-02-08 2015-02-20
SOLD 120 SHS CALIFORNIA RESOURCES CORP COM STK ON 02/20/2015 AT 7.2728 THRU P 2013-02-08 2015-02-20
SOLD 150 SHS TARGET CORP ON 02/18/2015 AT 76.9346 THRU INVESTMENT TECHNOLOGY P 2011-08-05 2015-02-18
SOLD 100 SHS TARGET CORP ON 02/04/2015 AT 75.9477 THRU GOLDMAN, SACHS AND CO P 2011-09-06 2015-02-04
SOLD 102 SHS WASTE MANAGEMENT INC ON 01/23/2015 AT 52.751 THRU INVESTMENT TE P 2007-12-20 2015-01-23
SOLD 85 SHS WASTE MANAGEMENT INC ON 01/22/2015 AT 52.8062 THRU INVESTMENT TE P 2007-12-20 2015-01-22
SOLD 63 SHS WASTE MANAGEMENT INC ON 01/21/2015 AT 52.7898 THRU INVESTMENT TE P 2013-02-08 2015-01-21
SOLD 100 SHS BERKSHIRE HATHAWAY INC-CL B ON 01/20/2015 AT 148.575 THRU SIBI/ P 2006-03-08 2015-01-20
SOLD 128 SHS TARGET CORP ON 01/15/2015 AT 77.066 THRU INVESTMENT TECHNOLOGY P 2011-09-06 2015-01-15
SOLD 22 SHS TARGET CORP ON 01/13/2015 AT 76.7316 THRU INVESTMENT TECHNOLOGY P 2011-09-06 2015-01-13
SOLD 56 SHS WAL-MART STORES INC ON 01/13/2015 AT 90.5965 THRU INVESTMENT TEC P 2006-03-08 2015-01-13
SOLD 150 SHS TARGET CORP ON 01/07/2015 AT 76.5404 THRU INVESTMENT TECHNOLOGY P 2011-09-06 2015-01-07
SOLD .876 SHS GOOGLE INC CL C ON 05/13/2015 AT 0 THRU CORP ACTION CA ID 2121 P 2014-06-24 2015-05-13
(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 52,970   55,069 -2,099
b 48,446   37,466 10,980
c 63,465   46,099 17,366
d 9,296   9,181 115
e 82,449   79,932 2,517
13,714   14,820 -1,106
27,902   29,662 -1,760
35,401   35,126 275
74,019   81,538 -7,519
94,084   124,276 -30,192
23,521   28,177 -4,656
70,563   81,288 -10,725
249,499   156,494 93,005
203,108   189,178 13,930
242,883   196,073 46,810
79,581   98,871 -19,290
79,581   97,735 -18,154
48,323   49,655 -1,332
31,265   39,038 -7,773
27,448   27,896 -448
82,343   83,689 -1,346
104,354   126,502 -22,148
39,133   44,764 -5,631
17,453   17,727 -274
11   9 2
33,462   32,100 1,362
100,387   87,240 13,147
6,479   6,479 0
129,570   128,159 1,411
55,898   66,848 -10,950
39,927   43,741 -3,814
3,825   3,289 536
3,715   3,134 581
27,241   28,850 -1,609
47,015   54,318 -7,303
20,908   18,737 2,171
51,969   50,408 1,561
99,319   83,689 15,630
99,298   115,399 -16,101
40,732   43,839 -3,107
28,105   24,281 3,824
115,136   106,550 8,586
52,219   52,125 94
193,198   193,571 -373
50,644   64,883 -14,239
25,322   32,110 -6,788
17,725   20,423 -2,698
58,241   66,316 -8,075
44,536   51,130 -6,594
66,804   59,974 6,830
111,340   99,957 11,383
39,157   65,063 -25,906
125,301   166,118 -40,817
204,588   173,706 30,882
116,350   135,338 -18,988
45,540   51,858 -6,318
99,857   90,599 9,258
91,598   83,490 8,108
149,637   102,960 46,677
46,853   39,375 7,478
156,177   123,418 32,759
30,142   37,164 -7,022
60,285   74,162 -13,877
1,458   1,505 -47
2,042   1,870 172
47,151   44,074 3,077
38,579   56,000 -17,421
77,159   108,636 -31,477
38,579   48,697 -10,118
237,516   188,665 48,851
9,077   2,993 6,084
5,831   4,533 1,298
16,643   13,032 3,611
5,178   1,710 3,468
4,919   1,625 3,294
8,297   2,736 5,561
4,931   1,625 3,306
20,000   20,374 -374
16,155   8,455 7,700
15,334   5,857 9,477
50,000   60,024 -10,024
49,002   29,807 19,195
23,993   16,496 7,497
13,138   6,219 6,919
50,494   32,584 17,910
48,547   22,963 25,584
51,127   20,498 30,629
50,728   36,063 14,665
17,020   46,410 -29,390
50,516   30,852 19,664
20,192   9,560 10,632
24,475   11,668 12,807
51,371   23,552 27,819
81,874   43,808 38,066
30,188   16,469 13,719
25,000   8,967 16,033
41,167   17,138 24,029
30,988   13,159 17,829
39,488   27,827 11,661
5,641   3,967 1,674
16,539   7,060 9,479
21,555   9,204 12,351
82,784   68,363 14,421
53,518   50,000 3,518
4,761   2,455 2,306
25,310   15,066 10,244
125,000   131,637 -6,637
198,240   191,677 6,563
211,760   212,998 -1,238
19,206   11,699 7,507
12,013   7,385 4,628
15,389   9,634 5,755
7,675   4,817 2,858
2,318   935 1,383
869   865 4
11,535   7,226 4,309
7,592   4,915 2,677
5,377   3,372 2,005
4,486   2,810 1,676
3,324   2,127 1,197
14,854   5,888 8,966
9,860   6,291 3,569
1,687   1,081 606
5,072   2,542 2,530
11,477   7,369 4,108
472   496 -24
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       -2,099
b       10,980
c       17,366
d       115
e       2,517
      -1,106
      -1,760
      275
      -7,519
      -30,192
      -4,656
      -10,725
      93,005
      13,930
      46,810
      -19,290
      -18,154
      -1,332
      -7,773
      -448
      -1,346
      -22,148
      -5,631
      -274
      2
      1,362
      13,147
      0
      1,411
      -10,950
      -3,814
      536
      581
      -1,609
      -7,303
      2,171
      1,561
      15,630
      -16,101
      -3,107
      3,824
      8,586
      94
      -373
      -14,239
      -6,788
      -2,698
      -8,075
      -6,594
      6,830
      11,383
      -25,906
      -40,817
      30,882
      -18,988
      -6,318
      9,258
      8,108
      46,677
      7,478
      32,759
      -7,022
      -13,877
      -47
      172
      3,077
      -17,421
      -31,477
      -10,118
      48,851
      6,084
      1,298
      3,611
      3,468
      3,294
      5,561
      3,306
      -374
      7,700
      9,477
      -10,024
      19,195
      7,497
      6,919
      17,910
      25,584
      30,629
      14,665
      -29,390
      19,664
      10,632
      12,807
      27,819
      38,066
      13,719
      16,033
      24,029
      17,829
      11,661
      1,674
      9,479
      12,351
      14,421
      3,518
      2,306
      10,244
      -6,637
      6,563
      -1,238
      7,507
      4,628
      5,755
      2,858
      1,383
      4
      4,309
      2,677
      2,005
      1,676
      1,197
      8,966
      3,569
      606
      2,530
      4,108
      -24
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 2 476,387
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2014 889,612 12,782,150 0.069598
2013 861,139 10,828,874 0.079522
2012 749,819 9,725,522 0.077098
2011 611,168 9,743,742 0.062724
2010 255,533 9,415,327 0.027140
2
Total of line 1, column (d) .....................
20.316082
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
0.063216
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
13,822,874
5
Multiply line 4 by line 3......................
5
873,827
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
6,953
7
Add lines 5 and 6........................
7
880,780
8
Enter qualifying distributions from Part XII, line 4.............
8
564,204
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2015)
Form 990-PF (2015)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 13,905
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 13,905
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 13,905
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 7,084
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 7,084
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 6,821
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bullet
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletROY B SIMPSON Telephone no.bullet (203) 622-8625

    Located atbullet50 VISTA DRGREENWICHCT ZIP+4bullet06830
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ROY B SIMPSON CHMN/PRESIDENT
    10.00     		0 0 0
    50 VISTA DRIVE
    GREENWICH,CT06830
    EDITH J SIMPSON TREASURER
    2.00     		0 0 0
    50 VISTA DRIVE
    GREENWICH,CT06830
    ALISON J ALLEN SECRETARY
    40.00     		103,968 29,826 0
    995 BUCKLEY HIGHWAY
    UNION,CT06076
    NANCY E BLAIR DIRECTOR
    0.50     		0 0 0
    FOUR STAMFORD PLAZA - 107 ELM
    STREET
    STAMFORD,CT06902
    MARY-ELIZABETH JOY SIMPSON DIRECTOR
    0.50     		0 0 0
    88 FARMS ROAD
    STAMFORD,CT06903
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    13,102,804
    b
    Average of monthly cash balances.......................
    1b
    930,571
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    14,033,375
    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
    14,033,375
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    210,501
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    13,822,874
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    691,144
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    691,144
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    13,905
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    13,905
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    677,239
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    677,239
    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
    677,239
    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
    564,204
    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
    564,204
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    564,204
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2014     		(c)
    2014     		(d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 677,239
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012...... 237,246
    d From 2013...... 333,939
    e From 2014...... 262,578
    fTotal of lines 3a through e........ 833,763
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 564,204
    a Applied to 2014, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2015 distributable amount..... 564,204
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2015. 113,035 113,035
    (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 5 720,728
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		720,728
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012.... 124,211
    c Excess from 2013.... 333,939
    d Excess from 2014.... 262,578
    e Excess from 2015....  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    ROY B SIMPSON
    EDITH J SIMPSON
    ALISON J ALLEN
    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 (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AT HOME IN GREENWICH
    139 E PUTNAM AVENUE
    GREENWICH,CT06830     		N/A PUBLIC GENERAL PURPOSES 2,000
    CENTER FOR NEW AMERICAN MEDIA
    59 PROSPECT PLACE
    BROOKLYN,NY11217     		N/A PUBLIC GENERAL PURPOSES 500
    CONNECTICUT AGAINST GUN VIOLENCE CAGV
    PO BOX 523
    SOUTHPORT,CT06890     		N/A PUBLIC GENERAL PURPOSES 5,000
    CONNECTICUT FOOD BANK
    PO BOX 8686
    NEW HAVEN,CT06531     		N/A PUBLIC GENERAL PURPOSES 20,000
    ENGLISH SPEAKING UNION
    144 EAST 39H STREET
    NEW YORK,NY10016     		N/A PUBLIC GENERAL PURPOSES 1,250
    ERIC CARLE MUSEUM OF PICTURE BOOK ART
    125 WEST BAY ROAD
    AMHERST,MA01002     		N/A PUBLIC GENERAL PURPOSES 10,000
    FIRST CHURCH OF CHRIST SCIENTIST
    11 PARK PLACE
    GREENWICH,CT06830     		N/A PUBLIC GENERAL PURPOSES 25,000
    FRIENDS OF NATHANIEL WITHERELL
    70 PARSONAGE ROAD
    GREENWICH,CT06830     		N/A PUBLIC GENERAL PURPOSES 30,000
    FRIENDS OF THE FAMILY CENTRE INC
    PO BOX 1284 RIVERDALE
    BRONX,NY10471     		N/A PUBLIC GENERAL PURPOSES 5,000
    GLOBAL WORKERS JUSTICE ALLIANCE
    789 WASHINGTON AVENUE
    BROOKLYN,NY11238     		N/A PUBLIC GENERAL PURPOSES 2,500
    GREENWICH GREEN & CLEAN
    113 PEMBERWICK ROAD
    GREENWICH,CT06831     		N/A PUBLIC GENERAL PURPOSES 1,000
    GREENWICH HISTORICAL SOCIETY
    39 STRICKLAND ROAD
    COS COB,CT06807     		N/A PUBLIC GENERAL PURPOSES 1,000
    GUIDING EYES
    611 GRANITE SPRINGS RD
    YORKTOWN HEIGHTS,NY10598     		N/A PUBLIC GENERAL PURPOSES 30,000
    HILL HOUSE
    10 RIVERSIDE AVENUE
    RIVERSIDE,CT06878     		N/A PUBLIC GENERAL PURPOSES 10,000
    NEIGHBOR TO NEIGHBOR
    248 EAST PUTNAM AVENUE
    GREENWICH,CT06830     		N/A PUBLIC GENERAL PURPOSES 17,000
    NEW LIFE OF NYC INC
    87 COLUMBIA STREET SUITE 13G
    NEW YORK,NY10002     		N/A PUBLIC GENERAL PURPOSES 1,250
    PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND
    345 WHITNEY AVENUE
    NEW HAVEN,CT06511     		N/A PUBLIC GENERAL PURPOSES 10,000
    RIVERHOUSE ADULT DAYCARE
    125 RIVER RD EXT
    COS COB,CT06807     		N/A PUBLIC GENERAL PURPOSES 25,000
    ST BARNABAS EPISCOPAL CHURCH
    954 LAKE AVENUE
    GREENWICH,CT06831     		N/A PUBLIC GENERAL PURPOSES 17,500
    STUDIO IN A SCHOOL ASSOCIATION
    410 WEST 59TH STREET
    NEW YORK,NY10019     		N/A PUBLIC GENERAL PURPOSES 20,000
    THE BRUCE MUSEUM
    ONE MUSEUM DRIVE
    GREENWICH,CT06830     		N/A PUBLIC GENERAL PURPOSES 23,380
    THE PRINCIPLE FOUNDATION
    2405 GRAND BLVD SUITE 1040
    KANSAS CITY,MO64108     		N/A PUBLIC GENERAL PURPOSES 5,000
    THE RUSSIAN ARTS FOUNDATION
    70 W 36TH STREET 701
    NEW YORK,NY10018     		N/A PUBLIC GENERAL PURPOSES 10,000
    UNITED WAY OF GREENWICH
    1 LAFAYETTE CT
    GREENWICH,CT06830     		N/A PUBLIC GENERAL PURPOSES 15,000
    UNIVERSITY OF THE ARTS
    320 S BROAD STREET
    PHILADELPHIA,PA19102     		N/A PUBLIC GENERAL PURPOSES 25,000
    VAUGHN COLLEGE OF AERONAUTICS AND TECHNOLOGY
    86-01 23RD AVENUE
    FLUSHING,NY11369     		N/A PUBLIC GENERAL PURPOSES 30,000
    WATERSIDE SCHOOL
    770 PACIFIC STREET
    STAMFORD,CT06902     		N/A PUBLIC GENERAL PURPOSES 68,000
    WISHES FOR HORSES
    40 OAKHILL AVENUE
    NORWALK,CT06854     		N/A PUBLIC GENERAL PURPOSES 800
    WNYC NEW YORK PUBLIC RADIO
    160 VARICK STREET
    NEW YORK,NY10013     		N/A PUBLIC GENERAL PURPOSES 7,436
    Total .................................bullet 3a 418,616
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........     		         
    4 Dividends and interest from securities....     14 341,318  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............     		    18 476,387  
    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).. 0 817,705 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13817,705
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

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

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    THE RESOURCE FOUNDATION INC
    EIN:
    22-2870501
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING AND TAX SERVICES 17,371 3,474   13,897

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2015 DepreciationSchedule
    Name:
    THE RESOURCE FOUNDATION INC
    EIN:
    22-2870501
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    COMPUTER & EQUIPMENT 2015-05-18 4,692   200DB 5.000000000000 2,815 0    

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    THE RESOURCE FOUNDATION INC
    EIN:
    22-2870501
    Name of Bond End of Year Book Value End of Year Fair Market Value
    STOCKS SOLD OFF DURING 2015 0 0

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    THE RESOURCE FOUNDATION INC
    EIN:
    22-2870501
    Name of Stock End of Year Book Value End of Year Fair Market Value
    BBH LIMITED DURATION FD 1,009,523 1,024,240
    BBH WEALTH STRATGEIES LLC LBC 138,202 154,898
    BBH WEALTH STRATGEIES LLC ALTA 340,000 338,905
    BBH WEALTH STRATGEIES LLC BARES 550,000 528,503
    BED BATH & BEYOND 90,438 75,946
    COMCAST CORP-CL A 82,879 203,148
    DISCOVERY COMMUNICATIONS 58,326 55,484
    LIBERTY MEDIA INTERACTIVE A 28,112 64,093
    DIAGEO PLC - SPONS ADR 47,578 92,710
    GENERAL MILLS INC 48,377 72,075
    NESTLE SA SPONS ADR 34,279 93,025
    UNILEVER 53,565 60,648
    WAL-MART STORES 26,616 36,412
    EOG RESOURCES INC. 63,091 92,027
    OCCIDENTAL PETROLEUM 49,828 74,371
    SCHLUMBERGER LTD 82,125 76,725
    SOUTHWESTERN ENERGY 53,766 11,376
    BERKSHIRE HATHAWAY - CL B 73,601 165,050
    CHUBB CORP. 6,413 19,896
    PROGRESSIVE CORP OHIO 71,976 131,970
    US BANCORP 111,781 217,617
    WELLS FARGO & CO 84,005 160,362
    BAXALTA INC 41,128 74,899
    DENTSPLY INTL INC 8,234 20,141
    NOVARTIS AG-ADR 55,991 90,342
    HENRY SCHEIN INC 9,326 23,729
    ZOETIS INC COM 60,662 98,284
    WASTE MANAGEMENT 17,956 35,331
    ALPHABET INC - CL C 119,675 218,557
    EBAY INC 4,227 24,100
    MICROSOFT CORP 63,854 149,796
    ORACLE CORP 119,828 111,417
    PAYPAL HOLDINGS INC 9,468 35,367
    QUALCOMM INC 107,701 89,973
    CELANESE CORP. SER A 51,868 80,796
    PRAXAIR INC 74,443 71,680
    BBH WEALTH STRATEGIES LLC REMS 210,000 212,087
    BBH INTL EQUITY FD CL N 355,499 402,156
    BBH WEALTH STRATEGIES LLC SEL 265,000 273,352
    AIT GLOBAL EMERGING MARKETS FND 389,976 345,202
    BBH WEALTH STRATEGIES LLC BURGUNDY 250,000 217,707
    BBH WEALTH STRATEGIES LLC REMS 248,232 249,142
    DOUBLELINE TOT RET BD FD 213,355 223,417
    PIMCO INCOME FD - INST 234,613 234,354
    PIMCO MTGE OPPORTUNITIES 223,766 223,490
    PIMCO DYNAMIC INCOME FUND 321,671 273,600
    VF CORP 108,734 93,375
    PFIZER INC 206,880 193,680
    DISNEY COMPANY 220,175 210,160
    CVS HEALTH CORP 151,224 146,655
    WILLIAMS SONOMA 55,093 58,410
    ROCKWELL AUTOMATION INC 112,475 128,263
    CISCO SYSTEMS INC 102,044 95,314
    THERMO FISHER SCIENTIFIC INC 81,247 92,203
    DANAHER CORP 174,024 189,940
    RAYTHEON CO 106,694 124,530
    CORNING INC 93,166 127,960
    KANSAS CITY SOUTHN INDS INC 228,822 182,942
    AMERIGAS PARTNERS 212,799 171,350
    BLACKSTONE GROUP 181,352 175,440
    CROWN CASTLE REIT 168,203 194,513
    PUREFUNDS ISE CYBER SEC 203,799 194,250
    ALPHABET INC/CA-CL A 166,327 272,304
    ALLERGAN PLC 78,281 106,250
    ACCENTURE PLC IRELAND 104,044 104,500
    LIBERTY GLOBAL PLC 132,668 145,930
    NXP SEMICONDUCTORS NV 140,761 168,494
    STOCKS SOLD OFF DURING 2015 0 0

    TY 2015 InvestmentsGovtObligationsSch
    Name:
    THE RESOURCE FOUNDATION INC
    EIN:
    22-2870501
    US Government Securities - End of Year Book Value:

    0
    US Government Securities - End of Year Fair Market Value:

    0
    State & Local Government Securities - End of Year Book Value:


    203,900
    State & Local Government Securities - End of Year Fair Market Value:


    222,121


    TY 2015 LandEtcSchedule2
    Name:
    THE RESOURCE FOUNDATION INC
    EIN:
    22-2870501
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    COMPUTER & EQUIPMENT 4,692 2,815 1,877 1,877


    TY 2015 OtherDecreasesSchedule
    Name:
    THE RESOURCE FOUNDATION INC
    EIN:
    22-2870501
    Description Amount
    PRIOR PERIOD ADJUSTMENT 90,301


    TY 2015 OtherExpensesSchedule
    Name:
    THE RESOURCE FOUNDATION INC
    EIN:
    22-2870501
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES 72 9   63
    TELEPHONE 1,100 143   957
    AUTO EXPENSES 7,350 956   6,394
    POSTAGE 734 95   639
    INSURANCE 4,648 604   4,044
    PRINTING AND COPYING 89 12   77


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    THE RESOURCE FOUNDATION INC
    EIN:
    22-2870501
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 77,563 77,563   0
    CUSTODY FEES 4,053 4,053   0


    TY 2015 SubstantialContributorsSch
    Name:
    THE RESOURCE FOUNDATION INC
    EIN:
    22-2870501
    Name Address
    ROY B SIMPSON 50 VISTA DRIVE
    GREENWICH,CT06830


    TY 2015 TaxesSchedule
    Name:
    THE RESOURCE FOUNDATION INC
    EIN:
    22-2870501
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 8,239 1,071   7,168
    TAXES WITHHELD AT SOURCE 3,334 3,334   0
    TAXES 4,533 0   0