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
Boveri-Trackman Family Foundation Inc
 
Number and street (or P.O. box number if mail is not delivered to street address)c/o Wilder and Shea One Hollis St R
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wellesley, MA02482
A Employer identification number

04-3189191
B Telephone number (see instructions)

(781) 235-3400
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$1,845,161J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 48,900 48,900  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 87,734
b Gross sales price for all assets on line 6a 582,434
7 Capital gain net income (from Part IV, line 2)... 87,734
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........ 136,634 136,634  
Operating and Administrative Expenses 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)....... Click to see attachment 3,125 2,000   1,125
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,451 139    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 40 5    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 6,616 2,144   1,125
25 Contributions, gifts, grants paid....... 84,500 84,500
26 Total expenses and disbursements. Add lines 24 and 25 91,116 2,144   85,625
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 45,518
b Net investment income (if negative, enter -0-) 134,490
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......... 418,908 233,038 233,038
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,129,696 Click to see attachment1,131,060 819,753
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 491,153 Click to see attachment717,586 795,928
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment-10,034 Click to see attachment-6,443 Click to see attachment-3,558
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,029,723 2,075,241 1,845,161
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
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........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 2,029,723 2,075,241
30 Total net assets or fund balances (see instructions)..... 2,029,723 2,075,241
31 Total liabilities and net assets/fund balances (see instructions). 2,029,723 2,075,241
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
2,029,723
2
Enter amount from Part I, line 27a .....................
2
45,518
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
2,075,241
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
2,075,241
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 Call Pfizer P 2015-02-10 2015-02-10
b Call Pfizer P 2015-05-18 2015-05-18
c Call Coca Cola P 2015-04-20 2015-05-15
d Call Coca Cola P 2015-01-27 2015-02-20
e Call Coca Cola P 2015-01-27 2015-02-20
Call Coca Cola P 2015-03-05 2015-04-17
Call Cisco Systems P 2015-02-20 2015-02-20
Call Cisco Systems P 2015-02-20 2015-02-20
Call Cisco Systems P 2015-03-09 2015-03-09
Call Cisco Systems P 2015-04-20 2015-05-15
Call Cisco Systems P 2015-06-08 2015-06-08
Call Cisco Systems P 2015-06-08 2015-06-08
Call Cisco Systems P 2015-06-08 2015-06-08
Call Cisco Systems P 2015-06-08 2015-06-08
Call Cisco Systems P 2015-06-08 2015-06-08
Call Cisco Systems P 2015-06-08 2015-06-08
Call McDonalds P 2015-02-03 2015-02-03
Call McDonalds P 2015-04-07 2015-04-07
Call McDonalds P 2015-02-02 2015-03-20
Call Morgan Stanley P 2015-04-27 2015-04-27
Call Morgan Stanley P 2015-04-24 2015-05-01
Call Morgan Stanley P 2014-12-19 2015-02-20
Call Morgan Stanley P 2015-03-30 2015-03-30
Call Range Res P 2015-02-03 2015-06-19
Call Range Res P 2015-03-24 2015-06-19
Call Range Res P 2014-12-17 2015-03-20
Call Glaxo P 2015-05-27 2015-06-19
Call Cliffs Natural P 2015-04-27 2015-05-15
Cal Cliffs Natural P 2015-02-02 2015-02-06
Call Cliffs Natural P 2015-02-09 2015-03-20
Call Freeport McMoran P 2015-03-25 2015-04-17
Call Freeport McMoran P 2015-04-20 2015-06-19
Call Freeport McMoran P 2015-04-20 2015-06-19
Call Schlumberger P 2015-04-23 2015-04-23
Call Schlumberger P 2014-12-22 2015-01-16
Call Schlumberger P 2015-03-18 2015-03-18
Call Schlumberger P 2015-03-18 2015-03-18
Call Schlumberger P 2015-03-18 2015-03-18
Call Schlumberger P 2015-03-18 2015-03-18
Call Schlumberger P 2015-03-18 2015-03-18
Call Schlumberger P 2015-03-11 2015-03-11
Call Schlumberger P 2015-03-06 2015-03-06
Call Spector SPDR Engy P 2015-05-12 2015-06-19
Call Spector SPDR Engy P 2015-05-12 2015-06-19
Call Spector SPDR Engy P 2015-05-13 2015-05-13
Call Spector SPDR Engy P 2015-05-13 2015-05-13
Call Spector SPDR Engy P 2015-01-26 2015-03-20
Call Spector SPDR Engy P 2014-11-24 2015-01-16
Call Spector SPDR Engy P 2015-04-10 2015-04-10
Call Ishrs MSCI Jpn P 2014-12-01 2015-01-16
Call Ishrs MSCI Jpn P 2014-12-01 2015-01-16
Call Ishrs MSCI Jpn P 2015-04-22 2015-04-22
Call Ishrs MSCI Jpn P 2015-04-22 2015-04-22
Call Ishrs MSCI Jpn P 2015-05-06 2015-05-06
Call Ishrs MSCI Jpn P 2015-05-06 2015-05-06
Call Bank of America P 2015-06-17 2015-06-17
Call Bank of America P 2015-11-09 2015-11-09
Call Bank of America P 2015-11-09 2015-11-09
Call Bank of America P 2014-12-16 2015-01-16
Call Bank of America P 2014-12-16 2015-01-16
Call Bank of America P 2014-12-16 2015-01-16
Call Bank of America P 2014-12-16 2015-01-16
Call Bank of America P 2015-07-20 2015-07-20
Call Bank of America P 2015-07-20 2015-07-20
Call Bank of America P 2015-07-20 2015-07-20
Call Bank of America P 2015-11-06 2015-12-18
Call Bank of America P 2015-11-06 2015-12-18
Call Bank of America P 2015-11-06 2015-12-18
Call Bank of America P 2015-09-22 2015-09-22
Call Bank of America P 2015-09-22 2015-09-22
Call Bank of America P 2015-09-22 2015-09-22
Call Boeing P 2015-06-23 2015-07-17
Call Boeing P 2015-07-22 2015-07-31
Call Boeing P 2015-07-15 2015-08-21
Call Boeing P 2015-08-05 2015-08-21
Call Boeing P 2015-08-05 2015-08-21
Call Boeing P 2015-10-29 2015-10-29
Call Boeing P 2015-12-22 2015-12-22
Call Cisco Systems P 2015-06-05 2015-08-21
Call Cisco Systems P 2015-06-05 2015-08-21
Call Cisco Systems P 2015-10-05 2015-12-18
Call Cliffs Natural P 2015-09-03 2015-09-03
Call Cliffs Natural P 2015-09-03 2015-09-03
Call Cliffs Natural P 2015-09-02 2015-11-20
Call Coca Cola P 2015-10-19 2015-10-19
Call Coca Cola P 2015-10-26 2015-10-26
Call Coca Cola P 2015-06-02 2015-08-21
Call Coca Cola P 2015-06-02 2015-08-21
Call Coca Cola P 2015-06-02 2015-08-21
Call Coca Cola P 2015-10-26 2015-12-18
Call Ford Motor Co P 2015-11-24 2015-11-24
Call Ford Motor Co P 2015-11-24 2015-11-24
Call Ford Motor Co P 2015-11-24 2015-11-24
Call Ford Motor Co P 2015-11-24 2015-11-24
Call Ford Motor Co P 2015-11-24 2015-11-24
Call Ford Motor Co P 2015-11-24 2015-11-24
Call Ford Motor Co P 2015-05-07 2015-08-21
Call Ford Motor Co P 2015-05-07 2015-08-21
Call Ford Motor Co P 2015-05-07 2015-08-21
Call Ford Motor Co P 2015-05-07 2015-08-21
Call Freeport McMoran P 2015-10-12 2015-12-18
Call Freeport McMoran P 2015-11-03 2015-11-03
Call Freeport McMoran P 2015-11-03 2015-11-03
Call Freeport McMoran P 2015-11-03 2015-11-03
Call Freeport McMoran P 2015-11-03 2015-11-03
Call Freeport McMoran P 2015-11-03 2015-11-03
Call Freeport McMoran P 2015-11-03 2015-11-03
Call Freeport McMoran P 2015-11-03 2015-11-03
Call Freeport McMoran P 2015-06-22 2015-08-21
Call Freeport McMoran P 2015-06-22 2015-08-21
Call Freeport McMoran P 2015-06-22 2015-08-21
Call Freeport McMoran P 2015-06-22 2015-08-21
Call General Electric P 2015-01-21 2015-03-20
Call Glaxosmithkline P 2015-09-08 2015-11-20
Call Glaxosmithkline P 2015-06-22 2015-08-21
Call Glaxosmithkline P 2015-06-22 2015-08-21
Call Ishrs Inc P 2015-05-27 2015-07-17
Call Ishrs MSCI Jpn P 2015-10-19 2015-10-19
Call Ishrs MSCI Jpn P 2015-09-15 2015-09-15
Call McDonalds P 2015-04-06 2015-06-19
Call McDonalds P 2015-07-17 2015-08-21
Call McDonalds P 2015-07-17 2015-08-21
Call McDonalds P 2015-07-17 2015-08-21
Call McDonalds P 2015-08-27 2015-09-18
Call McDonalds P 2015-10-13 2015-10-13
Call McDonalds P 2015-07-20 2015-07-20
Call McDonalds P 2015-07-20 2015-07-20
Call McDonalds P 2015-07-20 2015-07-20
Call McDonalds P 2015-07-20 2015-07-20
Call McDonalds P 2015-07-20 2015-07-20
Call McDonalds P 2015-07-20 2015-07-20
Call McDonalds P 2015-07-20 2015-07-20
Call McDonalds P 2015-07-20 2015-07-20
Call McDonalds P 2015-11-19 2015-11-19
Call McDonalds P 2015-12-24 2015-12-24
Call McDonalds P 2015-12-24 2015-12-24
Call Pfizer P 2015-05-15 2015-06-19
Call Pfizer P 2015-05-15 2015-06-19
Call Pfizer P 2015-05-15 2015-06-19
Call Pfizer P 2015-05-15 2015-06-19
Call Pfizer P 2015-09-08 2015-11-20
Call Pfizer P 2015-09-08 2015-11-20
Call Pfizer P 2015-09-08 2015-11-20
Call Pfizer P 2015-11-23 2015-12-18
Call Pfizer P 2015-06-22 2015-08-21
Call Rackspace P 2015-01-20 2015-01-20
Call Range Resources P 2015-06-24 2015-08-21
Call Range Resources P 2015-08-18 2015-12-18
Call Range Resources P 2015-08-27 2015-12-18
Call Schlumberger P 2015-10-02 2015-11-20
Call Schlumberger P 2015-07-20 2015-07-24
Call Schlumberger P 2015-07-20 2015-07-24
Call Schlumberger P 2015-07-20 2015-07-24
Call Schlumberger P 2015-07-20 2015-07-24
Call Schlumberger P 2015-07-20 2015-07-24
Call Schlumberger P 2015-07-20 2015-07-24
Call Schlumberger P 2015-07-20 2015-07-24
Call Schlumberger P 2015-06-24 2015-07-17
Call Schlumberger P 2015-06-24 2015-07-17
Call Schlumberger P 2015-06-24 2015-07-17
Call Schlumberger P 2015-06-24 2015-07-17
Call Schlumberger P 2015-07-29 2015-09-18
Call Schlumberger P 2015-04-22 2015-06-19
Call Select Sector SPDR P 2015-08-13 2015-09-18
Call Select Sector SPDR P 2015-08-13 2015-09-18
Call SPDR DJ Indust Avg P 2015-09-09 2015-09-11
Call SPDR DJ Indust Avg P 2015-08-26 2015-08-26
Call SPDR DJ Indust Avg P 2015-08-26 2015-08-26
Call SPDR DJ Indust Avg P 2015-08-26 2015-08-26
Call SPDR DJ Indust Avg P 2015-08-26 2015-08-26
Call SPDR DJ Indust Avg P 2015-10-15 2015-12-31
Call SPDR SP 500 P 2015-12-16 2015-12-16
Call SPDR SP 500 P 2015-01-21 2015-01-23
Call SPDR SP 500 P 2015-01-21 2015-01-23
Call SPDR SP 500 P 2015-12-22 2015-12-22
Call SPDR SP 500 P 2015-08-07 2015-08-07
Call Transocean P 2015-09-18 2015-09-18
Call Transocean P 2015-09-18 2015-09-18
Call Transocean P 2015-09-18 2015-09-18
Call Transocean P 2015-09-17 2015-10-16
Call Transocean P 2015-10-19 2015-11-20
Call UBSAG London P 2015-12-01 2015-12-18
Call UBSAG London P 2015-07-20 2015-11-20
Direxion Shs Exch P 2015-01-05 2015-02-20
Direxion Shs Exch P 2015-01-14 2015-02-20
Direxion Shs Exch P 2015-01-15 2015-02-20
Direxion Shs Exch P 2015-01-27 2015-02-20
General Electric P 2014-07-22 2015-05-15
General Electric P 2014-08-27 2015-05-15
General Electric P 2014-10-07 2015-05-15
General Electric P 2015-01-07 2015-05-15
Rackspace Hosting P 2014-06-30 2015-02-20
Adjust P 2015-01-01 2015-01-23
General Electric P 2010-08-17 2015-05-15
General Electric P 2013-04-05 2015-05-15
General Electric P 2013-07-02 2015-05-05
General Electric P 2013-07-12 2015-05-15
General Electric P 2013-12-02 2015-05-15
General Electric P 2014-01-27 2015-05-15
General Electric P 2014-04-08 2015-05-15
Ishares MSCI Japan P 2007-08-13 2015-11-20
Ishares MSCI Japan P 2007-11-08 2015-11-20
Ishares MSCI Japan P 2008-08-18 2015-11-20
Ishares MSCI Japan P 2009-01-26 2015-11-20
Ishares MSCI Japan P 2009-10-13 2015-11-20
Ishares MSCI Japan P 2009-10-22 2015-11-20
McDonalds P 2012-10-25 2015-11-25
McDonalds P 2012-10-31 2015-11-25
McDonalds P 2012-11-08 2015-11-25
McDonalds P 2013-04-22 2015-11-25
McDonalds P 2013-05-30 2015-11-25
Mkt Vectors P 2010-12-09 2015-02-20
Mkt Vectors P 2011-08-17 2015-02-20
Morgan Stanley P 2009-04-02 2015-05-01
Morgan Stanley P 2009-04-15 2015-05-01
Morgan Stanley P 2009-04-15 2015-05-01
Morgan Stanley P 2009-09-08 2015-05-01
Morgan Stanley P 2010-09-30 2015-05-01
Morgan Stanley P 2010-09-30 2015-05-05
Rackspace Hosting P 2013-04-01 2015-02-20
Rackspace Hosting P 2013-04-01 2015-02-20
Rackspace Hosting P 2013-07-01 2015-02-20
Rackspace Hosting P 2013-11-12 2015-02-20
Rackspace Hosting P 2013-11-19 2015-02-20
Rackspace Hosting P 2013-11-22 2015-02-20
Rackspace Hosting P 2013-11-25 2015-02-20
Rackspace Hosting P 2013-12-27 2015-02-20
SDPR Barclays ST P 2014-04-02 2015-12-14
SDPR Barclays ST P 2014-04-02 2015-12-14
SDPR Barclays ST P 2014-04-02 2015-12-14
SDPR Barclays ST P 2014-04-23 2015-12-14
SDPR Barclays ST P 2014-07-17 2015-12-14
SDPR Barclays ST P 2014-09-29 2015-12-14
(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 83   707 -624
b 732   37 695
c 186     186
d 17     17
e 85     85
162     162
337   911 -574
505   1,366 -861
422   267 155
223     223
20   7 13
20   7 13
20   7 13
20   7 13
41   13 28
81   27 54
2,938   242 2,696
3,628   1,802 1,826
1,297     1,297
843   1,130 -287
115     115
1,142     1,142
250   80 170
432     432
233     233
1,483     1,483
137     137
93     93
103     103
313     313
145     145
142     142
142     142
832   6,127 -5,295
1,533     1,533
33   18 15
33   18 15
67   35 32
67   35 32
133   71 62
472   177 295
193   37 156
344     344
517     517
87   9 78
130   14 116
253     253
433     433
187   28 159
832     832
155     155
442   2,458 -2,016
1,105   6,195 -5,090
1,085   838 247
2,762   2,095 667
153   557 -404
36   201 -165
146   813 -667
13     13
13     13
27     27
13     13
42   35 7
85   71 14
85   71 14
154     154
256     256
100     100
60   5 55
121   11 110
121   11 110
172     172
197     197
550     550
195     195
78     78
363   1,027 -664
1,562   77 1,485
211     211
211     211
113     113
18   37 -19
247   523 -276
333     333
90   126 -36
375   618 -243
46     46
15     15
76     76
138     138
4   2 2
4   2 2
16   9 7
19   11 8
19   11 8
39   21 18
34     34
44     44
5     5
34     34
353     353
15   4 11
15   4 11
15   4 11
15   4 11
15   4 11
31   7 24
46   11 35
33     33
33     33
33     33
65     65
178     178
187     187
115     115
77     77
217     217
1,556   1,323 233
987   483 504
4,657     4,657
1,162     1,162
1,162     1,162
1,162     1,162
2,188     2,188
2,338   9,392 -7,054
30   5 25
59   10 49
59   10 49
89   15 74
86   15 71
119   20 99
149   25 124
285   51 234
4,224   14,144 -9,920
1,442   3,786 -2,344
2,163   5,679 -3,516
73     73
55     55
18     18
36     36
101     101
25     25
127     127
73     73
153     153
607   1,722 -1,115
187     187
233     233
137     137
143     143
25     25
25     25
25     25
25     25
101     101
25     25
25     25
88     88
177     177
265     265
353     353
633     633
2,802     2,802
43     43
86     86
152     152
42   4 38
42   4 38
208   22 186
333   35 298
103     103
2,133   4,027 -1,894
92     92
69     69
4,222   2,557 1,665
283   167 116
27   125 -98
40   188 -148
67   313 -246
602     602
443     443
222     222
472     472
9,180   8,324 856
9,180   8,049 1,131
9,180   8,011 1,169
18,361   16,847 1,514
5,409   5,193 216
8,114   7,868 246
5,409   5,003 406
27,046   24,048 2,998
9,717   6,767 2,950
18     18
13,523   7,869 5,654
8,114   6,864 1,250
2,705   2,309 396
2,705   2,374 331
2,705   2,680 25
2,705   2,527 178
2,705   2,588 117
12,391   13,970 -1,579
12,391   13,590 -1,199
12,391   11,393 998
24,781   17,189 7,592
12,391   9,919 2,472
12,391   9,919 2,472
21,420   17,427 3,993
10,710   8,670 2,040
21,420   17,079 4,341
21,420   19,811 1,609
32,130   29,271 2,859
13,449   6,412 7,037
13,449   6,560 6,889
7,536   4,743 2,793
3,768   2,282 1,486
3,768   2,282 1,486
3,768   2,794 974
15,073   9,932 5,141
22,443   14,897 7,546
4,859   4,999 -140
19,434   19,995 -561
4,859   3,878 981
9,717   8,609 1,108
9,717   8,003 1,714
9,717   7,653 2,064
4,859   3,738 1,121
9,717   7,691 2,026
382   463 -81
1,274   1,544 -270
3,441   4,168 -727
7,646   9,279 -1,633
2,549   3,058 -509
2,549   2,997 -448
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       -624
b       695
c       186
d       17
e       85
      162
      -574
      -861
      155
      223
      13
      13
      13
      13
      28
      54
      2,696
      1,826
      1,297
      -287
      115
      1,142
      170
      432
      233
      1,483
      137
      93
      103
      313
      145
      142
      142
      -5,295
      1,533
      15
      15
      32
      32
      62
      295
      156
      344
      517
      78
      116
      253
      433
      159
      832
      155
      -2,016
      -5,090
      247
      667
      -404
      -165
      -667
      13
      13
      27
      13
      7
      14
      14
      154
      256
      100
      55
      110
      110
      172
      197
      550
      195
      78
      -664
      1,485
      211
      211
      113
      -19
      -276
      333
      -36
      -243
      46
      15
      76
      138
      2
      2
      7
      8
      8
      18
      34
      44
      5
      34
      353
      11
      11
      11
      11
      11
      24
      35
      33
      33
      33
      65
      178
      187
      115
      77
      217
      233
      504
      4,657
      1,162
      1,162
      1,162
      2,188
      -7,054
      25
      49
      49
      74
      71
      99
      124
      234
      -9,920
      -2,344
      -3,516
      73
      55
      18
      36
      101
      25
      127
      73
      153
      -1,115
      187
      233
      137
      143
      25
      25
      25
      25
      101
      25
      25
      88
      177
      265
      353
      633
      2,802
      43
      86
      152
      38
      38
      186
      298
      103
      -1,894
      92
      69
      1,665
      116
      -98
      -148
      -246
      602
      443
      222
      472
      856
      1,131
      1,169
      1,514
      216
      246
      406
      2,998
      2,950
      18
      5,654
      1,250
      396
      331
      25
      178
      117
      -1,579
      -1,199
      998
      7,592
      2,472
      2,472
      3,993
      2,040
      4,341
      1,609
      2,859
      7,037
      6,889
      2,793
      1,486
      1,486
      974
      5,141
      7,546
      -140
      -561
      981
      1,108
      1,714
      2,064
      1,121
      2,026
      -81
      -270
      -727
      -1,633
      -509
      -448
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 87,734
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 14,636
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 52,538 1,931,757 000.027197
2013 104,620 1,779,791 000.058782
2012 116,947 1,584,213 000.073820
2011 76,015 1,601,125 000.047476
2010 68,168 1,552,987 000.043895
2
Total of line 1, column (d) .....................
2000.251170
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
000.050234
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
1,931,820
5
Multiply line 4 by line 3......................
5
97,043
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,345
7
Add lines 5 and 6........................
7
98,388
8
Enter qualifying distributions from Part XII, line 4.............
8
85,625
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 2,690
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  
3 Add lines 1 and 2........................... 3 2,690
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 2,690
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 1,000
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,216
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Tax Paid with the Original Return: 4216 7 4,216
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 26
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,500
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet1,500 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletWilder & Shea Telephone no.bullet (617) 235-3400

    Located atbullet1 Hollis StWellesleyMA ZIP+4bullet02181
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Philip Trackman President, Director
    000.00     		0    
    12 Ash St
    Cambridge,MA02138
    Kathleen Fowler Treasurer, Director, Asst Clerk
    000.00     		0    
    586 Main St PO Box 2038
    Dennis,MA02638
    Leslie B Shea Clerk, Director
    000.00     		0    
    1 Hollis St Ste 410
    Wellesley,MA02482
    Stephen Trackman Director
    000.00     		0    
    124 Delissa Ct
    Stateline,NV89449
    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
     
    Total number of other employees paid over $50,000...................bullet  
    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
     
    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 Not applicable 0
    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 Not applicable  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    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
    1,751,085
    b
    Average of monthly cash balances.......................
    1b
    207,870
    c
    Fair market value of all other assets (see instructions)................
    1c
    2,284
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,961,239
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    1,961,239
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) Click to see attachment.............................
    4
    29,419
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,931,820
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    96,591
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    96,591
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    2,690
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,690
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    93,901
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    93,901
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    93,901
    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 Click to see attachment..........
    1a
    85,625
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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
    85,625
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    85,625
    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 93,901
    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......  
    c From 2012......  
    d From 2013...... 19,307
    e From 2014......  
    fTotal of lines 3a through e........ 19,307
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 85,625
    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)........     		 
    d Applied to 2015 distributable amount..... 85,625
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2015. 8,276 8,276
    (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 11,031
    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 ......     		11,031
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013.... 11,031
    d Excess from 2014....  
    e Excess from 2015....  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    Philip Trackman
    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.
    None
    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
    Cape & Islands Chamber Music Festival
    PO Box 1934
    North Eastham,MA02651     		  PC Arts 500
    Waltham Symphony Orchestra
    920 Trapelo Rd
    Waltham,MA02452     		  PC Arts 500
    WGBH
    800 3rd Ave
    New York,NY10022     		  PC Arts 500
    WCRB
    450 Broad St
    Church,VA22046     		  PC Arts 500
    WBUR
    890 Commonweaalth Ave
    Boston,MA02215     		  PC Arts 1,000
    Union of Concerned Scientists
    2 Brattle Square
    Cambridge,MA02338     		  PC Education 1,000
    American Academy for the Adv of Science
    1200 New York Ave NW
    Washington,DC20005     		  PC Education 6,000
    The Wooster Fund
    1012 Beall Ave
    Wooster,OH44691     		  PC Education 5,000
    MA Audubon Society
    208 S Great Rd
    LIncoln,MA01773     		  PC Environmental 1,000
    National Wildlife Federation
    11100 Wildlife Center Drive
    Reston,VA20190     		  PC Environmental 1,000
    Nature Conservancy National
    4245 North Fairfax Drive Suite 100
    Arlington,VA22203     		  PC Environmental 5,000
    Pound Hounds
    PO Box 212
    Boston,MA01740     		  PC Environmental 1,000
    American Red Cross
    2025 E Street NW
    Washington,DC20006     		  PC Humanitarian 2,000
    Doctors Without Borders
    333 7th Ave 2nd Floor
    New York,NY10001     		  PC Humanitarian 8,000
    March of Dimes
    1275 Mamaroneck Ave
    White Plains,NY10605     		  PC Humanitarian 1,000
    US Fund for Unicef
    125 Maiden Lane
    New York,NY10038     		  PC Humanitarian 3,000
    Wellesley Friendly Aid Association
    219 Washington St
    Wellesley,MA02481     		  PC Humanitarian 500
    Heifer International
    1 World Ave
    Little Rock,AR72202     		  PC Humanitarian 4,500
    American Diabetes Association
    1701 North Beauregard St
    Alexandria,VA22311     		  PC Medical 7,000
    American Cancer Society
    250 Williams St NW
    Atlanta,GA30303     		  PC Medical 7,000
    American Heart Association
    7272 Greenville Ave
    Dallas,TX75231     		  PC Medical 2,000
    Handel & Haydn Society
    9 Harcourt St
    Boston,MA02116     		  PC Arts 1,000
    Art Corps
    4408 Delridge Way SW Suite 110
    Seattle,WA98106     		  PC Social 500
    Cape Cod Museum of Art
    60 Hope Lane
    Dennis,MA02638     		  PC Arts 500
    Newton Community Service Center
    492 Waltham St
    West Newton,MA02465     		  PC Social 1,000
    Greater Boston Food Bank
    70 South Bay Ave
    Boston,MA02118     		  PC Social 3,000
    Cornell Lab of Ornithology
    159 Sapsucker Woods Rd
    Ithaca,NY14850     		  PC Social 500
    Disabled American Veterans
    3725 Alexandria Pike
    Cold Spring,KY41076     		  PC Social 2,000
    Habitat for Humanity
    1 World Ave
    Little Rock,AR72202     		  PC Social 4,500
    Pine Street Inn
    444 Harrison Ave
    Boston,MA02118     		  PC Social 3,000
    Planned Parenthood Federation - National
    434 West 33rd St
    New York,NY10001     		  PC Social 5,000
    Planned Parenthood Federation - MA
    1055 Commonwealth Ave
    Boston,MA02215     		  PC Social 2,000
    Project Bread
    145 Border St
    East Boston,MA02128     		  PC Social 1,000
    Rosie's Place
    889 Harrison Ave
    Boston,MA02118     		  PC Social 1,000
    Wellesley Community Center
    219 Washington St
    Wellesley,MA02481     		  PC Social 500
    Hospice of the Good Shepherd
    90 Wells Ave
    Newton,MA02459     		  PC Social 1,000
    Total .................................bullet 3a 84,500
    bApproved for future payment
    Total .................................bullet 3b  
    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 48,900  
    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 ............     		    14 87,734  
    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)..   136,634  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13136,634
    (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: 15000290
    Software Version: 15.3.0.0
    Part VI Line 7 - Tax Paid with the Original Return: 4,216


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    Boveri-Trackman Family Foundation Inc
    EIN:
    04-3189191
    Software ID:
    15000290
    Software Version:
    15.3.0.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting 3,125 2,000   1,125

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

    TY 2015 GainLossSaleOtherAssetsSch
    Name:
    Boveri-Trackman Family Foundation Inc
    EIN:
    04-3189191
    Software ID:
    15000290
    Software Version:
    15.3.0.0
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    Call Pfizer 2015-02 P 2015-02   83 707     -624  
    Call Pfizer 2015-05 P 2015-05   732 37     695  
    Call Coca Cola 2015-04 P 2015-05   186       186  
    Call Coca Cola 2015-01 P 2015-02   17       17  
    Call Coca Cola 2015-01 P 2015-02   85       85  
    Call Coca Cola 2015-03 P 2015-04   162       162  
    Call Cisco Systems 2015-02 P 2015-02   337 911     -574  
    Call Cisco Systems 2015-02 P 2015-02   505 1,366     -861  
    Call Cisco Systems 2015-03 P 2015-03   422 267     155  
    Call Cisco Systems 2015-04 P 2015-05   223       223  
    Call Cisco Systems 2015-06 P 2015-06   20 7     13  
    Call Cisco Systems 2015-06 P 2015-06   20 7     13  
    Call Cisco Systems 2015-06 P 2015-06   20 7     13  
    Call Cisco Systems 2015-06 P 2015-06   20 7     13  
    Call Cisco Systems 2015-06 P 2015-06   41 13     28  
    Call Cisco Systems 2015-06 P 2015-06   81 27     54  
    Call McDonalds 2015-02 P 2015-02   2,938 242     2,696  
    Call McDonalds 2015-04 P 2015-04   3,628 1,802     1,826  
    Call McDonalds 2015-02 P 2015-03   1,297       1,297  
    Call Morgan Stanley 2015-04 P 2015-04   843 1,130     -287  
    Call Morgan Stanley 2015-04 P 2015-05   115       115  
    Call Morgan Stanley 2014-12 P 2015-02   1,142       1,142  
    Call Morgan Stanley 2015-03 P 2015-03   250 80     170  
    Call Range Res 2015-02 P 2015-06   432       432  
    Call Range Res 2015-03 P 2015-06   233       233  
    Call Range Res 2014-12 P 2015-03   1,483       1,483  
    Call Glaxo 2015-05 P 2015-06   137       137  
    Call Cliffs Natural 2015-04 P 2015-05   93       93  
    Cal Cliffs Natural 2015-02 P 2015-02   103       103  
    Call Cliffs Natural 2015-02 P 2015-03   313       313  
    Call Freeport McMoran 2015-03 P 2015-04   145       145  
    Call Freeport McMoran 2015-04 P 2015-06   142       142  
    Call Freeport McMoran 2015-04 P 2015-06   142       142  
    Call Schlumberger 2015-04 P 2015-04   832 6,127     -5,295  
    Call Schlumberger 2014-12 P 2015-01   1,533       1,533  
    Call Schlumberger 2015-03 P 2015-03   33 18     15  
    Call Schlumberger 2015-03 P 2015-03   33 18     15  
    Call Schlumberger 2015-03 P 2015-03   67 35     32  
    Call Schlumberger 2015-03 P 2015-03   67 35     32  
    Call Schlumberger 2015-03 P 2015-03   133 71     62  
    Call Schlumberger 2015-03 P 2015-03   472 177     295  
    Call Schlumberger 2015-03 P 2015-03   193 37     156  
    Call Spector SPDR Engy 2015-05 P 2015-06   344       344  
    Call Spector SPDR Engy 2015-05 P 2015-06   517       517  
    Call Spector SPDR Engy 2015-05 P 2015-05   87 9     78  
    Call Spector SPDR Engy 2015-05 P 2015-05   130 14     116  
    Call Spector SPDR Engy 2015-01 P 2015-03   253       253  
    Call Spector SPDR Engy 2014-11 P 2015-01   433       433  
    Call Spector SPDR Engy 2015-04 P 2015-04   187 28     159  
    Call Ishrs MSCI Jpn 2014-12 P 2015-01   832       832  
    Call Ishrs MSCI Jpn 2014-12 P 2015-01   155       155  
    Call Ishrs MSCI Jpn 2015-04 P 2015-04   442 2,458     -2,016  
    Call Ishrs MSCI Jpn 2015-04 P 2015-04   1,105 6,195     -5,090  
    Call Ishrs MSCI Jpn 2015-05 P 2015-05   1,085 838     247  
    Call Ishrs MSCI Jpn 2015-05 P 2015-05   2,762 2,095     667  
    Call Bank of America 2015-06 P 2015-06   153 557     -404  
    Call Bank of America 2015-11 P 2015-11   36 201     -165  
    Call Bank of America 2015-11 P 2015-11   146 813     -667  
    Call Bank of America 2014-12 P 2015-01   13       13  
    Call Bank of America 2014-12 P 2015-01   13       13  
    Call Bank of America 2014-12 P 2015-01   27       27  
    Call Bank of America 2014-12 P 2015-01   13       13  
    Call Bank of America 2015-07 P 2015-07   42 35     7  
    Call Bank of America 2015-07 P 2015-07   85 71     14  
    Call Bank of America 2015-07 P 2015-07   85 71     14  
    Call Bank of America 2015-11 P 2015-12   154       154  
    Call Bank of America 2015-11 P 2015-12   256       256  
    Call Bank of America 2015-11 P 2015-12   100       100  
    Call Bank of America 2015-09 P 2015-09   60 5     55  
    Call Bank of America 2015-09 P 2015-09   121 11     110  
    Call Bank of America 2015-09 P 2015-09   121 11     110  
    Call Boeing 2015-06 P 2015-07   172       172  
    Call Boeing 2015-07 P 2015-07   197       197  
    Call Boeing 2015-07 P 2015-08   550       550  
    Call Boeing 2015-08 P 2015-08   195       195  
    Call Boeing 2015-08 P 2015-08   78       78  
    Call Boeing 2015-10 P 2015-10   363 1,027     -664  
    Call Boeing 2015-12 P 2015-12   1,562 77     1,485  
    Call Cisco Systems 2015-06 P 2015-08   211       211  
    Call Cisco Systems 2015-06 P 2015-08   211       211  
    Call Cisco Systems 2015-10 P 2015-12   113       113  
    Call Cliffs Natural 2015-09 P 2015-09   18 37     -19  
    Call Cliffs Natural 2015-09 P 2015-09   247 523     -276  
    Call Cliffs Natural 2015-09 P 2015-11   333       333  
    Call Coca Cola 2015-10 P 2015-10   90 126     -36  
    Call Coca Cola 2015-10 P 2015-10   375 618     -243  
    Call Coca Cola 2015-06 P 2015-08   46       46  
    Call Coca Cola 2015-06 P 2015-08   15       15  
    Call Coca Cola 2015-06 P 2015-08   76       76  
    Call Coca Cola 2015-10 P 2015-12   138       138  
    Call Ford Motor Co 2015-11 P 2015-11   4 2     2  
    Call Ford Motor Co 2015-11 P 2015-11   4 2     2  
    Call Ford Motor Co 2015-11 P 2015-11   16 9     7  
    Call Ford Motor Co 2015-11 P 2015-11   19 11     8  
    Call Ford Motor Co 2015-11 P 2015-11   19 11     8  
    Call Ford Motor Co 2015-11 P 2015-11   39 21     18  
    Call Ford Motor Co 2015-05 P 2015-08   34       34  
    Call Ford Motor Co 2015-05 P 2015-08   44       44  
    Call Ford Motor Co 2015-05 P 2015-08   5       5  
    Call Ford Motor Co 2015-05 P 2015-08   34       34  
    Call Freeport McMoran 2015-10 P 2015-12   353       353  
    Call Freeport McMoran 2015-11 P 2015-11   15 4     11  
    Call Freeport McMoran 2015-11 P 2015-11   15 4     11  
    Call Freeport McMoran 2015-11 P 2015-11   15 4     11  
    Call Freeport McMoran 2015-11 P 2015-11   15 4     11  
    Call Freeport McMoran 2015-11 P 2015-11   15 4     11  
    Call Freeport McMoran 2015-11 P 2015-11   31 7     24  
    Call Freeport McMoran 2015-11 P 2015-11   46 11     35  
    Call Freeport McMoran 2015-06 P 2015-08   33       33  
    Call Freeport McMoran 2015-06 P 2015-08   33       33  
    Call Freeport McMoran 2015-06 P 2015-08   33       33  
    Call Freeport McMoran 2015-06 P 2015-08   65       65  
    Call General Electric 2015-01 P 2015-03   178       178  
    Call Glaxosmithkline 2015-09 P 2015-11   187       187  
    Call Glaxosmithkline 2015-06 P 2015-08   115       115  
    Call Glaxosmithkline 2015-06 P 2015-08   77       77  
    Call Ishrs Inc 2015-05 P 2015-07   217       217  
    Call Ishrs MSCI Jpn 2015-10 P 2015-10   1,556 1,323     233  
    Call Ishrs MSCI Jpn 2015-09 P 2015-09   987 483     504  
    Call McDonalds 2015-04 P 2015-06   4,657       4,657  
    Call McDonalds 2015-07 P 2015-08   1,162       1,162  
    Call McDonalds 2015-07 P 2015-08   1,162       1,162  
    Call McDonalds 2015-07 P 2015-08   1,162       1,162  
    Call McDonalds 2015-08 P 2015-09   2,188       2,188  
    Call McDonalds 2015-10 P 2015-10   2,338 9,392     -7,054  
    Call McDonalds 2015-07 P 2015-07   30 5     25  
    Call McDonalds 2015-07 P 2015-07   59 10     49  
    Call McDonalds 2015-07 P 2015-07   59 10     49  
    Call McDonalds 2015-07 P 2015-07   89 15     74  
    Call McDonalds 2015-07 P 2015-07   86 15     71  
    Call McDonalds 2015-07 P 2015-07   119 20     99  
    Call McDonalds 2015-07 P 2015-07   149 25     124  
    Call McDonalds 2015-07 P 2015-07   285 51     234  
    Call McDonalds 2015-11 P 2015-11   4,224 14,144     -9,920  
    Call McDonalds 2015-12 P 2015-12   1,442 3,786     -2,344  
    Call McDonalds 2015-12 P 2015-12   2,163 5,679     -3,516  
    Call Pfizer 2015-05 P 2015-06   73       73  
    Call Pfizer 2015-05 P 2015-06   55       55  
    Call Pfizer 2015-05 P 2015-06   18       18  
    Call Pfizer 2015-05 P 2015-06   36       36  
    Call Pfizer 2015-09 P 2015-11   101       101  
    Call Pfizer 2015-09 P 2015-11   25       25  
    Call Pfizer 2015-09 P 2015-11   127       127  
    Call Pfizer 2015-11 P 2015-12   73       73  
    Call Pfizer 2015-06 P 2015-08   153       153  
    Call Rackspace 2015-01 P 2015-01   607 1,722     -1,115  
    Call Range Resources 2015-06 P 2015-08   187       187  
    Call Range Resources 2015-08 P 2015-12   233       233  
    Call Range Resources 2015-08 P 2015-12   137       137  
    Call Schlumberger 2015-10 P 2015-11   143       143  
    Call Schlumberger 2015-07 P 2015-07   25       25  
    Call Schlumberger 2015-07 P 2015-07   25       25  
    Call Schlumberger 2015-07 P 2015-07   25       25  
    Call Schlumberger 2015-07 P 2015-07   25       25  
    Call Schlumberger 2015-07 P 2015-07   101       101  
    Call Schlumberger 2015-07 P 2015-07   25       25  
    Call Schlumberger 2015-07 P 2015-07   25       25  
    Call Schlumberger 2015-06 P 2015-07   88       88  
    Call Schlumberger 2015-06 P 2015-07   177       177  
    Call Schlumberger 2015-06 P 2015-07   265       265  
    Call Schlumberger 2015-06 P 2015-07   353       353  
    Call Schlumberger 2015-07 P 2015-09   633       633  
    Call Schlumberger 2015-04 P 2015-06   2,802       2,802  
    Call Select Sector SPDR 2015-08 P 2015-09   43       43  
    Call Select Sector SPDR 2015-08 P 2015-09   86       86  
    Call SPDR DJ Indust Avg 2015-09 P 2015-09   152       152  
    Call SPDR DJ Indust Avg 2015-08 P 2015-08   42 4     38  
    Call SPDR DJ Indust Avg 2015-08 P 2015-08   42 4     38  
    Call SPDR DJ Indust Avg 2015-08 P 2015-08   208 22     186  
    Call SPDR DJ Indust Avg 2015-08 P 2015-08   333 35     298  
    Call SPDR DJ Indust Avg 2015-10 P 2015-12   103       103  
    Call SPDR SP 500 2015-12 P 2015-12   2,133 4,027     -1,894  
    Call SPDR SP 500 2015-01 P 2015-01   92       92  
    Call SPDR SP 500 2015-01 P 2015-01   69       69  
    Call SPDR SP 500 2015-12 P 2015-12   4,222 2,557     1,665  
    Call SPDR SP 500 2015-08 P 2015-08   283 167     116  
    Call Transocean 2015-09 P 2015-09   27 125     -98  
    Call Transocean 2015-09 P 2015-09   40 188     -148  
    Call Transocean 2015-09 P 2015-09   67 313     -246  
    Call Transocean 2015-09 P 2015-10   602       602  
    Call Transocean 2015-10 P 2015-11   443       443  
    Call UBSAG London 2015-12 P 2015-12   222       222  
    Call UBSAG London 2015-07 P 2015-11   472       472  
    Direxion Shs Exch 2015-01 P 2015-02   9,180 8,324     856  
    Direxion Shs Exch 2015-01 P 2015-02   9,180 8,049     1,131  
    Direxion Shs Exch 2015-01 P 2015-02   9,180 8,011     1,169  
    Direxion Shs Exch 2015-01 P 2015-02   18,361 16,847     1,514  
    General Electric 2014-07 P 2015-05   5,409 5,193     216  
    General Electric 2014-08 P 2015-05   8,114 7,868     246  
    General Electric 2014-10 P 2015-05   5,409 5,003     406  
    General Electric 2015-01 P 2015-05   27,046 24,048     2,998  
    Rackspace Hosting 2014-06 P 2015-02   9,717 6,767     2,950  
    Adjust 2015-01 P 2015-01   18       18  
    General Electric 2010-08 P 2015-05   13,523 7,869     5,654  
    General Electric 2013-04 P 2015-05   8,114 6,864     1,250  
    General Electric 2013-07 P 2015-05   2,705 2,309     396  
    General Electric 2013-07 P 2015-05   2,705 2,374     331  
    General Electric 2013-12 P 2015-05   2,705 2,680     25  
    General Electric 2014-01 P 2015-05   2,705 2,527     178  
    General Electric 2014-04 P 2015-05   2,705 2,588     117  
    Ishares MSCI Japan 2007-08 P 2015-11   12,391 13,970     -1,579  
    Ishares MSCI Japan 2007-11 P 2015-11   12,391 13,590     -1,199  
    Ishares MSCI Japan 2008-08 P 2015-11   12,391 11,393     998  
    Ishares MSCI Japan 2009-01 P 2015-11   24,781 17,189     7,592  
    Ishares MSCI Japan 2009-10 P 2015-11   12,391 9,919     2,472  
    Ishares MSCI Japan 2009-10 P 2015-11   12,391 9,919     2,472  
    McDonalds 2012-10 P 2015-11   21,420 17,427     3,993  
    McDonalds 2012-10 P 2015-11   10,710 8,670     2,040  
    McDonalds 2012-11 P 2015-11   21,420 17,079     4,341  
    McDonalds 2013-04 P 2015-11   21,420 19,811     1,609  
    McDonalds 2013-05 P 2015-11   32,130 29,271     2,859  
    Mkt Vectors 2010-12 P 2015-02   13,449 6,412     7,037  
    Mkt Vectors 2011-08 P 2015-02   13,449 6,560     6,889  
    Morgan Stanley 2009-04 P 2015-05   7,536 4,743     2,793  
    Morgan Stanley 2009-04 P 2015-05   3,768 2,282     1,486  
    Morgan Stanley 2009-04 P 2015-05   3,768 2,282     1,486  
    Morgan Stanley 2009-09 P 2015-05   3,768 2,794     974  
    Morgan Stanley 2010-09 P 2015-05   15,073 9,932     5,141  
    Morgan Stanley 2010-09 P 2015-05   22,443 14,897     7,546  
    Rackspace Hosting 2013-04 P 2015-02   4,859 4,999     -140  
    Rackspace Hosting 2013-04 P 2015-02   19,434 19,995     -561  
    Rackspace Hosting 2013-07 P 2015-02   4,859 3,878     981  
    Rackspace Hosting 2013-11 P 2015-02   9,717 8,609     1,108  
    Rackspace Hosting 2013-11 P 2015-02   9,717 8,003     1,714  
    Rackspace Hosting 2013-11 P 2015-02   9,717 7,653     2,064  
    Rackspace Hosting 2013-11 P 2015-02   4,859 3,738     1,121  
    Rackspace Hosting 2013-12 P 2015-02   9,717 7,691     2,026  
    SDPR Barclays ST 2014-04 P 2015-12   382 463     -81  
    SDPR Barclays ST 2014-04 P 2015-12   1,274 1,544     -270  
    SDPR Barclays ST 2014-04 P 2015-12   3,441 4,168     -727  
    SDPR Barclays ST 2014-04 P 2015-12   7,646 9,279     -1,633  
    SDPR Barclays ST 2014-07 P 2015-12   2,549 3,058     -509  
    SDPR Barclays ST 2014-09 P 2015-12   2,549 2,997     -448  

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    Boveri-Trackman Family Foundation Inc
    EIN:
    04-3189191
    Software ID:
    15000290
    Software Version:
    15.3.0.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Charles Schwab - acct 6186-4869 - Equities 1,131,060 819,753

    TY 2015 InvestmentsOtherSchedule2
    Name:
    Boveri-Trackman Family Foundation Inc
    EIN:
    04-3189191
    Software ID:
    15000290
    Software Version:
    15.3.0.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Charles Schwab - acct 6186-4869 AT COST 717,586 795,928

    TY 2015 LegalFeesSchedule
    Name:
    Boveri-Trackman Family Foundation Inc
    EIN:
    04-3189191
    Software ID:
    15000290
    Software Version:
    15.3.0.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes


    TY 2015 OtherAssetsSchedule
    Name:
    Boveri-Trackman Family Foundation Inc
    EIN:
    04-3189191
    Software ID:
    15000290
    Software Version:
    15.3.0.0
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Options -10,034 -6,443 -3,558


    TY 2015 OtherExpensesSchedule
    Name:
    Boveri-Trackman Family Foundation Inc
    EIN:
    04-3189191
    Software ID:
    15000290
    Software Version:
    15.3.0.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    State Fees 35      
    Misc fees 5 5    


    TY 2015 TaxesSchedule
    Name:
    Boveri-Trackman Family Foundation Inc
    EIN:
    04-3189191
    Software ID:
    15000290
    Software Version:
    15.3.0.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Federal excise taxes 3,312      
    Foreign taxes 139 139