Form990-PF
Click to see attachment

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
OLD COLONY HISTORICAL SOCIETY
 
Number and street (or P.O. box number if mail is not delivered to street address)66 CHURCH GREEN
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TAUNTON, MA02780
A Employer identification number

04-2308455
B Telephone number (see instructions)

(508) 822-1622
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$4,646,104J 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) 474,956
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 478 478 478
4 Dividends and interest from securities... 150,048 150,048 150,048
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 24,324
b Gross sales price for all assets on line 6a 695,314
7 Capital gain net income (from Part IV, line 2)... 24,324
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 8,482
b Less: Cost of goods sold.... 2,591
c Gross profit or (loss) (attach schedule)..... Click to see attachment 5,891 5,891
11 Other income (attach schedule)....... Click to see attachment 5,950    
12 Total. Add lines 1 through 11........ 661,647 174,850 156,417
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages...... 100,342     100,342
15 Pension plans, employee benefits....... 4,805     4,805
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 5,675     5,675
c Other professional fees (attach schedule).... Click to see attachment 33,226     33,226
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 10,870     10,870
19 Depreciation (attach schedule) and depletion... Click to see attachment 36,546    
20 Occupancy..............        
21 Travel, conferences, and meetings....... 6,550     6,550
22 Printing and publications.......... 9,388     9,388
23 Other expenses (attach schedule)....... Click to see list of attachments 104,222 29,676 29,676 104,222
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 311,624 29,676 29,676 275,078
25 Contributions, gifts, grants paid....... 500 500
26 Total expenses and disbursements. Add lines 24 and 25 312,124 29,676 29,676 275,578
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 349,523
b Net investment income (if negative, enter -0-) 145,174
c Adjusted net income (if negative, enter -0-)... 126,741
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............. 90 108 108
2 Savings and temporary cash investments......... 173,490 428,444 428,455
3 Accounts receivable bullet162,519
Less: allowance for doubtful accounts bullet     162,519 162,519
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.............. 9,485 8,551 8,551
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,749,446 2,608,599 2,608,599
c Investments—corporate bonds (attach schedule)....... 1,200,207 1,116,416 1,116,416
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 bullet913,551
Less: accumulated depreciation (attach schedule) bullet592,095 358,002 Click to see attachment321,456 321,456
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,490,720 4,646,093 4,646,104
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) Click to see attachment23 Click to see attachment29
23 Total liabilities (add lines 17 through 22)......... 23 29
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 2,620,343 2,775,710
25 Temporarily restricted............... 37,000 37,000
26 Permanently restricted............... 1,833,354 1,833,354
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 4,490,697 4,646,064
31 Total liabilities and net assets/fund balances (see instructions). 4,490,720 4,646,093
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
4,490,697
2
Enter amount from Part I, line 27a .....................
2
349,523
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
4,840,220
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
194,156
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
4,646,064
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 57 Virtus Emerging Mkts Oppor P 2000-01-01 2015-01-29
b 41 BNY Mellon Foc Eq Opp P 2000-01-01 2015-01-29
c 28 Dreyfus Select Mger S/C P 2000-01-01 2015-01-29
d 29 Dereyfus Opportunistic S/C P 2000-01-01 2015-01-29
e 99 BNY Mellon Income Stock P 2000-01-01 2015-01-29
54 Dreyfus Select Mger S/C Gr P 2000-01-01 2015-01-29
67 Dreyfus US Equity Fund P 2000-01-01 2015-01-29
142 Dreyfus Global Real Es Sec P 2000-01-01 2015-01-29
278 BNY Mellon M/C Multi-Strategy P 2000-01-01 2015-01-29
105 Dreyfus Basic S&P 500 Stock Idx P 2000-01-01 2015-01-29
87 BNY Mellon Income Stock P 2000-01-01 2015-03-27
53 Dreyfus US Equity Fund P 2000-01-01 2015-03-27
47 Dreyfus Select Mger S/C Gr P 2000-01-01 2015-03-27
61 Dreyfus Select Mger S/c Vi P 2000-01-01 2015-03-27
55 Dreyfus Opportunistic S/C P 2000-01-01 2015-03-27
175 BNY Mellon M/C Multi-Strategy P 2000-01-01 2015-03-27
247 ASG Global Alternative Fund P 2000-01-01 2015-03-27
234 BNY Mellon Foc Eq Opp P 2000-01-01 2015-03-27
99 Dreyfus Basic S&P 500 Stock Idx P 2000-01-01 2015-03-27
997 BNY Mellon Intermediate Bd P 2000-01-01 2015-03-27
2224 BNY Mellon International P 2000-01-01 2015-03-27
48 ASG Global Alternative Fund P 2000-01-01 2015-04-27
100 Dreyfus Infl TN Adj Sec P 2000-01-01 2015-04-27
202 Virtus Emerging Mkts Oppor P 2000-01-01 2015-04-27
180 BNY Mellon S/T US Govt Secs P 2000-01-01 2015-04-27
406 BNY Mellon Income Stock P 2000-01-01 2015-04-27
318 BNY Mellon Foc Eq Opp P 2000-01-01 2015-04-27
254 Dreyfus US Equity Fund P 2000-01-01 2015-04-27
386 Dfa Emerg Mkts Core Equity P 2000-01-01 2015-04-27
518 Dreyfus Basic S&P 500 Stock Idx P 2000-01-01 2015-04-27
215.517 BNY Mellon Foc Eq Opp P 2000-01-01 2015-06-26
459.224 BNY Mellon International P 2000-01-01 2015-06-26
190.718 BNY Mellon M/C Multi-Strategy P 2000-01-01 2015-06-26
52.411 Dreyfus Select Mger S/C Vi P 2000-01-01 2015-06-26
47.295 Dreyfus Select Mger S/C Gr P 2000-01-01 2015-06-26
50.201 Dreyfus US Equity Fund P 2000-01-01 2015-06-26
252.738 BNY Mellon S/T US Govt Secs P 2000-01-01 2015-06-26
72.275 Dreyfus Opportunistic S/C P 2000-01-01 2015-06-26
161.775 Dreyfus Basic S&P 500 Stock Idx P 2000-01-01 2015-06-26
43 Dreyfus International Stock P 2000-01-01 2015-09-23
100 Dreyfus High Yield P 2000-01-01 2015-09-23
53 BNY Mellon S/T US Govt Secs P 2000-01-01 2015-09-23
89 TCW Emerging Markets Income Fund P 2000-01-01 2015-09-23
74 Dreyfus Floating Rate Inc P 2000-01-01 2015-09-23
79 BNY Mellon Corp Bond P 2000-01-01 2015-09-23
80 Dfa Emerg Mkts Core Equity P 2000-01-01 2015-09-23
207 BNY Mellon Income Stock P 2000-01-01 2015-09-23
197 Virtus Emerging Mkts Oppor P 2000-01-01 2015-09-23
98 Dreyfus US Equity Fund P 2000-01-01 2015-09-23
212 Dreyfus Basic S&P 500 Stock Idx P 2000-01-01 2015-09-23
1261 BNY Mellon International P 2000-01-01 2015-09-23
1500 Dreyfus Infl TN Adj Sec P 2000-01-01 2015-09-23
56 Dreyfus US Equity Fund P 2000-01-01 2015-10-15
403 Virtus Emerging Mkts Oppor P 2000-01-01 2015-10-15
100 Dreyfus Basic S&P 500 Stock Idx P 2000-01-01 2015-10-15
460 Dreyfus Infl TN Adj Sec P 2000-01-01 2015-10-15
524 Dfa Emerg Mkts Core Equity P 2000-01-01 2015-10-15
1531.578 TCW Emerging Markets Income Fund P 2000-01-01 2015-10-15
89 Dreyfus Global Real Es Sec P 2000-01-01 2015-10-15
105 BNY Mellon Income Stock P 2000-01-01 2015-03-27
64 Dreyfus US Equity Fund P 2000-01-01 2015-03-27
56 Dreyfus Select Mger S/C Gr P 2000-01-01 2015-03-27
73 Dreyfus Select Mger S/C Vi P 2000-01-01 2015-03-27
66 Dreyfus Opportunistic S/C P 2000-01-01 2015-03-27
212 BNY Mellon M/C Multi-Strategy P 2000-01-01 2015-03-27
289 ASG Global Alternatives P 2000-01-01 2015-03-27
281 BNY Mellon Foc Eq Opp P 2000-01-01 2015-03-27
120 Dreyfus Basic S&P 500 Stock Idx P 2000-01-01 2015-03-27
1201 BNY Mellon Intermediate Bd P 2000-01-01 2015-03-27
2678 BNY Mellon International P 2000-01-01 2015-03-27
69 Virtus Emerging Mkts Oppor P 2000-01-01 2015-01-29
49 BNY Mellon Foc Eq Opp P 2000-01-01 2015-01-29
34 Dreyfus Select Mger S/C Vi P 2000-01-01 2015-01-29
35 Dreyfus Opportunistic S/C P 2000-01-01 2015-01-29
119 BNY Mellon Income Stock P 2000-01-01 2015-01-29
65 Dreyfus Select Mger S/C Gr P 2000-01-01 2015-01-29
80 Dreyfus US Equity Fund P 2000-01-01 2015-01-29
171 Dreyfus Global Real Es Sec P 2000-01-01 2015-01-29
335 BNY Mellon M/C Multi-Strategy P 2000-01-01 2015-01-29
127 Dreyfus Basic S&P 500 Stock Idx P 2000-01-01 2015-01-29
25 Dreyfus Infl TN Adj Secs P 2000-01-01 2015-04-27
38 BNY Mellon Bond Fd P 2000-01-01 2015-04-27
89 Dreyfus High Yield P 2000-01-01 2015-04-27
146 Dreyfus Floating Rate Inc P 2000-01-01 2015-04-27
249 Virtus Emerging Mkts Oppor P 2000-01-01 2015-04-27
498 BNY Mellon Income Stock P 2000-01-01 2015-04-27
392 BNY Mellon Foc Eq Opp P 2000-01-01 2015-04-27
312 Dreyfus US Equity Fund P 2000-01-01 2015-04-27
471 Dfa Emerg Mkts Core Equity P 2000-01-01 2015-04-27
635 Dreyfus Basic S&P 500 Stock Idx P 2000-01-01 2015-04-27
184.729 BNY Mellon Foc Eq Opp P 2000-01-01 2015-06-26
554.236 BNY Mellon International P 2000-01-01 2015-06-26
227.273 BNY Mellon M/C Multi-Strategy P 2000-01-01 2015-06-26
62.893 Dreyfus Select Mger S/C Vi P 2000-01-01 2015-06-26
56.754 Dreyfus Select Mger S/C Gr P 2000-01-01 2015-06-26
50.201 Dreyfus US Equity Fund P 2000-01-01 2015-06-26
336.984 BNY Mellon S/T US Govt Secs P 2000-01-01 2015-06-26
86.731 Dreyfus Opportunistic S/C P 2000-01-01 2015-06-26
231.107 Dreyfus Basic S&P 500 Stock Idx P 2000-01-01 2015-06-26
27 Dreyfus Select Mger S/C Gr P 2000-01-01 2015-09-23
52 Dreyfus International Stock P 2000-01-01 2015-09-23
108 TCW Emerging Markets Income P 2000-01-01 2015-09-23
148 Dreyfus High Yield P 2000-01-01 2015-09-23
89 Dreyfus Floating Rate Inc P 2000-01-01 2015-09-23
100 BNY Mellon Corp Bond P 2000-01-01 2015-09-23
100 Dfa Emerg Mkts Core Equity P 2000-01-01 2015-09-23
249 BNY Mellon Income Stock P 2000-01-01 2015-09-23
237 Virtus Emerging Mkts Oppor P 2000-01-01 2015-09-23
129 Dreyfus US Equity Fund P 2000-01-01 2015-09-23
219 Dreyfus Basic S&P 500 Stock Idx P 2000-01-01 2015-09-23
1600 BNY Mellon International P 2000-01-01 2015-09-23
1900 Dreyfus Infl TN Adj Secs P 2000-01-01 2015-09-23
120 Dreyfus Basic S&P 500 Stock Idx P 2000-01-01 2015-10-15
500 Dreyfus Infl TN Adj Secs P 2000-01-01 2015-10-15
623 Dfa Emerg Mkts Core Equity P 2000-01-01 2015-10-15
1842.714 TCW Emerging Markets Income P 2000-01-01 2015-10-15
107 Dreyfus Global Real Es Sec P 2000-01-01 2015-10-15
68 Dreyfus US Equity Fund P 2000-01-01 2015-10-15
484 Virtus Emerging Mkts Oppor P 2000-01-01 2015-10-15
38 Virtus Emerging Mkts Oppor P 2000-01-01 2015-01-29
27 BNY Mellon Foc Eq Opp P 2000-01-01 2015-01-29
19 Dreyfus Select Mger S/C Vi P 2000-01-01 2015-01-29
19 Dreyfus Opportunistic S/C P 2000-01-01 2015-01-29
65 BNY Mellon Income Stock P 2000-01-01 2015-01-29
36 Dreyfus Select Mger S/C Gr P 2000-01-01 2015-01-29
44 Dreyfus US Equity Fund P 2000-01-01 2015-01-29
95 Dreyfus Global Real Es Sec P 2000-01-01 2015-01-29
183 BNY Mellon M/C Multi-Strategy P 2000-01-01 2015-01-29
70 Dreyfus Basic S&P 500 Stock Idx P 2000-01-01 2015-01-29
58 BNY Mellon Income Stock P 2000-01-01 2015-03-27
35 Dreyfus US Equity Fund P 2000-01-01 2015-03-27
31 Dreyfus Select Mger S/C Gr P 2000-01-01 2015-03-27
40 Dreyfus Select Mger S/C Vi P 2000-01-01 2015-03-27
36 Dreyfus Opportunistic S/C P 2000-01-01 2015-03-27
116 BNY Mellon M/C Multi-Strategy P 2000-01-01 2015-03-27
162 ASG Global Alternatives Fund P 2000-01-01 2015-03-27
154 BNY Mellon Foc Eq Opp P 2000-01-01 2015-03-27
65 Dreyfus Basic S&P 500 Stock Idx P 2000-01-01 2015-03-27
658 BNY Mellon Intermediate Bd P 2000-01-01 2015-03-27
1467 BNY Mellon International P 2000-01-01 2015-03-27
25 ASG Global Alternatives Fund P 2000-01-01 2015-04-27
45 BNY Mellon Bond Fund P 2000-01-01 2015-04-27
138 Virtus Emerging Mkts Oppor P 2000-01-01 2015-04-27
272 BNY Mellon Income Stock P 2000-01-01 2015-04-27
214 BNY Mellon Foc Eq Opp P 2000-01-01 2015-04-27
170 Dreyfus US Equity Fund P 2000-01-01 2015-04-27
260 Dfa Emerg Mkts Core Equity P 2000-01-01 2015-04-27
348 Dreyfus Basic S&P 500 Stock Idx P 2000-01-01 2015-04-27
41.929 Dreyfus Select Mger S/C Vi P 2000-01-01 2015-06-26
105.307 BNY Mellon S/T US Govt Secs P 2000-01-01 2015-06-26
57.82 Dreyfus Opportunistic S/C P 2000-01-01 2015-06-26
103.998 Dreyfus Basic S&P 500 Stock Idx P 2000-01-01 2015-06-26
153.941 BNY Mellon Foc Eq Opp P 2000-01-01 2015-06-26
277.118 BNY Mellon International P 2000-01-01 2015-06-26
127.146 BNY Mellon M/C Multi-Strategy P 2000-01-01 2015-06-26
41 Dreyfus High Yield P 2000-01-01 2015-09-23
28 Dreyfus International Stock P 2000-01-01 2015-09-23
71 TCW Emerging Markets Income P 2000-01-01 2015-09-23
48 Dreyfus Floating Rate Inc P 2000-01-01 2015-09-23
57 BNY Mellon Corp Bond P 2000-01-01 2015-09-23
60 Dfa Emerg Mkts Core Equity P 2000-01-01 2015-09-23
46 Dreyfus Delect Mger S/C Gr P 2000-01-01 2015-09-23
136 BNY Mellon Income Stock P 2000-01-01 2015-09-23
130 Virtus Emerging Mkts Oppor P 2000-01-01 2015-09-23
100 BNY Mellon S/T US Govt Secs P 2000-01-01 2015-09-23
99 Dreyfus US Equity Fund P 2000-01-01 2015-09-23
143 Dreyfus Basic S&P 500 Stock Idx P 2000-01-01 2015-09-23
858 BNY Mellon International P 2000-01-01 2015-09-23
1200 Dreyfus Infn TN Adj Sec P 2000-01-01 2015-09-23
339 Dfa Emerg Mkts Core Equity P 2000-01-01 2015-10-15
1009.338 TCW Emerging Markets Income P 2000-01-01 2015-10-15
59 Dreyfus Global Real Es Sec P 2000-01-01 2015-10-15
36 Dreyfus US Equity Fund P 2000-01-01 2015-10-15
200 Dreyfus Infn TN Adj Sec P 2000-01-01 2015-10-15
266 Virtus Emerging Mkts Oppor P 2000-01-01 2015-10-15
65 Dreyfus Basic S&P 500 Stock Idx P 2000-01-01 2015-10-15
(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 595   563 32
b 601   628 -27
c 611   691 -80
d 838   995 -157
e 868   890 -22
1,263   1,326 -63
1,296   1,323 -27
1,366   1,067 299
4,092   4,220 -128
4,311   3,329 982
791   782 9
1,057   1,046 11
1,158   1,154 4
1,406   1,506 -100
1,703   1,845 -142
2,691   2,672 19
2,949   2,733 216
3,653   3,583 70
4,189   3,138 1,051
12,702   13,104 -402
27,022   31,349 -4,327
567   562 5
1,270   1,292 -22
2,111   2,002 109
2,144   2,153 -9
3,772   3,598 174
5,094   4,869 225
5,169   3,832 1,337
8,037   7,464 573
22,600   16,421 6,179
3,500   3,300 200
5,800   5,814 -14
3,000   3,006 -6
1,250   1,294 -44
1,250   1,191 59
1,000   689 311
3,000   3,023 -23
2,500   2,424 76
7,000   5,128 1,872
590   685 -95
619   653 -34
629   634 -5
679   779 -100
905   930 -25
1,000   992 8
1,287   1,563 -276
1,737   1,416 321
1,741   1,944 -203
1,811   1,346 465
8,478   6,720 1,758
13,984   15,884 -1,900
18,600   18,938 -338
1,062   769 293
3,780   3,978 -198
4,110   3,170 940
5,741   5,704 37
8,882   10,024 -1,142
11,717   13,228 -1,511
806   846 -40
954   944 10
1,277   1,263 14
1,379   1,375 4
1,683   1,802 -119
2,044   2,214 -170
3,241   3,218 23
3,451   3,138 313
4,386   4,302 84
5,077   3,804 1,273
15,301   15,779 -478
32,538   33,849 -1,311
720   681 39
719   750 -31
742   839 -97
1,012   1,193 -181
1,044   1,070 -26
1,520   1,596 -76
1,548   1,579 -31
1,645   1,285 360
4,931   5,085 -154
5,215   4,026 1,189
318   324 -6
497   499 -2
587   572 15
1,825   1,835 -10
2,602   2,468 134
4,626   4,395 231
6,280   6,002 278
6,349   4,702 1,647
9,806   9,020 786
27,705   20,130 7,575
3,000   2,828 172
7,000   7,017 -17
3,575   3,582 -7
1,500   1,553 -53
1,500   1,426 74
1,000   689 311
4,000   4,030 -30
3,000   2,909 91
10,000   7,326 2,674
649   663 -14
713   829 -116
824   945 -121
916   886 30
1,088   1,119 -31
1,266   1,256 10
1,609   1,951 -342
2,089   1,703 386
2,095   2,339 -244
2,384   1,771 613
8,758   6,942 1,816
17,744   20,127 -2,383
23,560   24,041 -481
4,932   3,804 1,128
6,240   6,200 40
10,560   11,918 -1,358
14,097   15,917 -1,820
969   1,017 -48
1,289   934 355
4,540   4,777 -237
396   375 21
396   413 -17
414   477 -63
549   644 -95
570   584 -14
842   884 -42
851   869 -18
914   714 200
2,694   2,778 -84
2,874   2,219 655
527   521 6
698   691 7
764   761 3
922   988 -66
1,115   1,207 -92
1,774   1,761 13
1,934   1,771 163
2,404   2,358 46
2,750   2,061 689
8,383   8,662 -279
17,824   18,419 -595
296   293 3
589   609 -20
1,442   1,368 74
2,527   2,402 125
3,428   3,276 152
3,460   2,563 897
5,413   4,979 434
15,183   11,032 4,151
1,000   1,035 -35
1,250   1,259 -9
2,000   1,939 61
4,500   3,297 1,203
2,500   2,342 158
3,500   3,508 -8
2,000   2,004 -4
254   270 -16
384   446 -62
542   621 -79
587   603 -16
722   716 6
965   1,170 -205
1,106   1,143 -37
1,141   901 240
1,149   1,283 -134
1,186   1,196 -10
1,830   1,359 471
5,719   4,533 1,186
9,515   10,735 -1,220
14,880   15,084 -204
5,746   6,485 -739
7,721   8,719 -998
535   556 -21
683   494 189
2,496   2,480 16
2,495   2,625 -130
2,672   2,061 611
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       32
b       -27
c       -80
d       -157
e       -22
      -63
      -27
      299
      -128
      982
      9
      11
      4
      -100
      -142
      19
      216
      70
      1,051
      -402
      -4,327
      5
      -22
      109
      -9
      174
      225
      1,337
      573
      6,179
      200
      -14
      -6
      -44
      59
      311
      -23
      76
      1,872
      -95
      -34
      -5
      -100
      -25
      8
      -276
      321
      -203
      465
      1,758
      -1,900
      -338
      293
      -198
      940
      37
      -1,142
      -1,511
      -40
      10
      14
      4
      -119
      -170
      23
      313
      84
      1,273
      -478
      -1,311
      39
      -31
      -97
      -181
      -26
      -76
      -31
      360
      -154
      1,189
      -6
      -2
      15
      -10
      134
      231
      278
      1,647
      786
      7,575
      172
      -17
      -7
      -53
      74
      311
      -30
      91
      2,674
      -14
      -116
      -121
      30
      -31
      10
      -342
      386
      -244
      613
      1,816
      -2,383
      -481
      1,128
      40
      -1,358
      -1,820
      -48
      355
      -237
      21
      -17
      -63
      -95
      -14
      -42
      -18
      200
      -84
      655
      6
      7
      3
      -66
      -92
      13
      163
      46
      689
      -279
      -595
      3
      -20
      74
      125
      152
      897
      434
      4,151
      -35
      -9
      61
      1,203
      158
      -8
      -4
      -16
      -62
      -79
      -16
      6
      -205
      -37
      240
      -134
      -10
      471
      1,186
      -1,220
      -204
      -739
      -998
      -21
      189
      16
      -130
      611
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 24,324
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      
2013      
2012      
2011      
2010      
2
Total of line 1, column (d) .....................
2  
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
 
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
 
5
Multiply line 4 by line 3......................
5
 
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
 
7
Add lines 5 and 6........................
7
 
8
Enter qualifying distributions from Part XII, line 4.............
8
 
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: 1988-01-14(attach copy of letter if necessary–see instructions)
b 1 N/A
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  
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  
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a  
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
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$   (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
 
No
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
    Yes
     
    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 addressbulletwww.oldcolonyhistoricalsociety.org
    14
    The books are in care ofbulletOLD COLONY HISTORICAL SOCIETY Telephone no.bullet (508) 822-1622

    Located atbullet66 CHURCH GREENTAUNTONMA ZIP+4bullet02780
    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
     
    No
    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
     
    No
    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
     
    No
    .........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
     
    No
    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
    DR CYNTHIA B RICCIARDI Director
    2.00     		0    
    SIX CAPTAIN HARRIS DRIVE
    ASSONET,MA02702
    ANN TRUCCHI CONDON Treasurer
    2.00     		0    
    1062 BROADWAY
    RAYNHAM,MA02767
    DR WILLIAM F HANNA III President
    2.00     		0    
    68 DUFFY DRIVE
    TAUNTON,MA02780
    CHARLES A THAYER MD Director
    2.00     		0    
    30 DEAN STREET
    TAUNTON,MA02780
    MARYAN NOWAK Director
    2.00     		0    
    1 ALCOTT CIRCLE
    TAUNTON,MA02780
    DEAN LARABEE III Director
    2.00     		0    
    161 BAYVIEW AVE
    BERKLEY,MA02779
    COLLEEN C KARSNER Secretary
    2.00     		0    
    46 RIVER STREET
    RAYNHAM,MA02767
    PETER G MAZZONE Director
    2.00     		0    
    167 WORCESTER ST
    TAUNTON,MA02780
    WILLIAM NAPOLITANO Director
    2.00     		0    
    26 MAPLE AVE
    KINGSTON,MA02364
    KATHLEEN M MULHERN Director
    2.00     		0    
    55 SARA DRIVE
    TAUNTON,MA02780
    EILEEN CROCHIERE Director
    2.00     		0    
    224 SOUTH WALKER ST
    TAUNTON,MA02780
    CHRISTOPHER SCULLY Director
    2.00     		0    
    46 SCADDING ST
    TAUNTON,MA02780
    RICHARD L SHAFER Director
    2.00     		0    
    6 DAVENPORT ST
    TAUNTON,MA02780
    PAUL T ALLISON Director
    2.00     		0    
    869 BURT ST
    TAUNTON,MA02780
    NORMAN R DUNPHE Director
    2.00     		0    
    23 FAIRVIEW DRIVE
    TAUNTON,MA02780
    JORDAN H F FIORE Director
    2.00     		0    
    425 WINTHROP STREET
    TAUNTON,MA02780
    ETHEL M FRAGA Director
    2.00     		0    
    9 CRAPO STREET
    TAUNTON,MA02780
    WARREN BISS Director
    0.00     		0    
    523 SOMERSET AVENUE
    TAUNTON,MA02780
    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  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 TO MAINTAIN AND OPERATE MUSEUM, LIBRARY, AND NATIONAL REGISTER HISTORIC PROPERTY, ANNUAL ATTENDANCE IN EXCESS OF 5,700 PERSONS. TO CONDUCT RESEARCH, PUBLISH, LECTURES, WORKSHOPS, AND EDUCATION PROGRAMS. TO SERVE AS TECHNICAL ASSISTANCE SOURCE FOR THE GENERAL PUBLIC AND OTHER AREA MUSEUMS. 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  
    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
    3,837,334
    b
    Average of monthly cash balances.......................
    1b
    301,072
    c
    Fair market value of all other assets (see instructions)................
    1c
    330,007
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,468,413
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    4,468,413
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    67,026
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,401,387
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    220,069
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
     
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    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
     
    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
    275,578
    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
    275,578
    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
    275,578
    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  
    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......  
    e From 2014......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$  
    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.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2015.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    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 ..........     		 
    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 ......     		 
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    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
    1988-01-14
    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
    126,741 160,450 128,992 115,320 531,503
    b 85% of line 2a ......... 107,730 136,383 109,643 98,022 451,778
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		275,578 250,209 233,068 234,850 993,705
    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 ....     		275,578 250,209 233,068 234,850 993,705
    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...     		146,713 147,387 142,518 133,750 570,368
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or 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
    ZACH LAVOIE
    1267 GLEBE STREET
    TAUNTON,MA02780     		NONE NONE SCHOLARSHIP 500
    Total .................................bullet 3a 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
    aADMISSION FEES     3 3,261  
    bCOPIES & RESEARCH     3 2,689  
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........     		    14 478  
    4 Dividends and interest from securities....     14 150,048  
    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 ............     		        24,324
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..         5,891
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   156,476 30,215
    13Total. Add line 12, columns (b), (d), and (e)..................
    13186,691
    (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.)
    1a MUSEUM TOURS AND TEACH HISTORY OF REGION
    1b DISSEMINATES HISTORICAL INFORMATION
    1c REIMBURSED VARIOUS IMMATERIAL EXEMPT PURPOSE EXPENSES
    1d REIMBURSED VARIOUS IMMATERIAL EXEMPT PURPOSE EXPENSES
    2 MEMBERSHIPS SUPPORT ORGANIZATIONAL MISSION
    10 SALE OF HISTORICAL PUBLICATIONS AND SOUVENIR ITEMS
    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: 15000324
    Software Version: 2015v2.0


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2015
    Name of the organization
    OLD COLONY HISTORICAL SOCIETY
     
    Employer identification number

    04-2308455
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
    Name of organization
    OLD COLONY HISTORICAL SOCIETY
          		Employer identification number
    04-2308455
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    EDWARD WILLIIAM TRUST  
    100 FEDERAL ST
     
    BOSTON, MA02110

    		$ 420,843


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 3
    Name of organization
    OLD COLONY HISTORICAL SOCIETY
          		Employer identification number

    04-2308455
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 4
    Name of organization
    OLD COLONY HISTORICAL SOCIETY
          		Employer identification number

    04-2308455
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

    Additional Data


    Software ID: 15000324
    Software Version: 2015v2.0

    TY 2015 AccountingFeesSchedule
    Name:
    OLD COLONY HISTORICAL SOCIETY
    EIN:
    04-2308455
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 5,675 0 0 5,675

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

    TY 2015 DepreciationSchedule
    Name:
    OLD COLONY HISTORICAL SOCIETY
    EIN:
    04-2308455
    Software ID:
    15000324
    Software Version:
    2015v2.0
    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
    ELECTRICAL IMPROVEMENT 1995-07-15 2,454 2,393 SL 20.0000 61      
    GUTTER RESTORATION 1998-06-30 36,246 29,898 SL 20.0000 1,812      
    PAINTING 1998-06-30 8,690 7,177 SL 20.0000 435      
    PAINTING CONSULT 1998-06-30 1,052 874 SL 20.0000 53      
    CARPENTRY 1998-06-30 397 330 SL 20.0000 20      
    DOWNSPOUTS 1998-06-30 973 808 SL 20.0000 49      
    WINDOW ASSESSMENT 1999-06-30 4,240 3,180 SL 20.0000 212      
    IMPROVEMENTS 2000-06-30 76,668 55,579 SL 20.0000 3,833      
    IMPROVEMENTS 2001-04-30 9,355 6,396 SL 20.0000 468      
    PAINTING 2001-04-30 1,830 1,257 SL 20.0000 92      
    BOILER 2003-11-30 9,550 5,298 SL 20.0000 478      
    BUILDING IMPROVEMENTS 2006-06-01 522,403 224,197 SL 20.0000 26,120      
    IMPROVEMENTS 2007-06-30 14,124 5,295 SL 20.0000 706      
    OFFICE EQUIPMENT 2010-10-01 566 480 SL 5.0000 86      
    COMPUTER EQUIPMENT 2010-10-15 4,786 4,067 SL 5.0000 719      
    COMPUTER EQUIPMENT 2011-12-10 2,339 1,443 SL 5.0000 468      
    DIGITAL MICROFILM READER 2014-04-22 6,535 622 SL 7.0000 934      

    TY 2015 LandEtcSchedule2
    Name:
    OLD COLONY HISTORICAL SOCIETY
    EIN:
    04-2308455
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Furniture and Fixtures 92,525 87,060 5,465 5,465
    Buildings 17,029 17,029    
    Improvements 798,997 488,006 310,991 310,991
    Land 5,000   5,000 5,000


    TY 2015 OtherExpensesSchedule
    Name:
    OLD COLONY HISTORICAL SOCIETY
    EIN:
    04-2308455
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVERTISING 2,510     2,510
    BANK CHARGES 2,180     2,180
    EMPLOYEE BENEFITS 23,676     23,676
    INSURANCE 6,167     6,167
    INVESTMENT FEES 29,676 29,676 29,676 29,676
    MAINTENANCE 4,511     4,511
    MISCELLANEOUS 6,007     6,007
    POSTAGE 1,480     1,480
    SNOW, LAWN CARE 3,655     3,655
    STAFF EDUCATION 200     200
    SUPPLIES 8,324     8,324
    UTILITIES 15,836     15,836


    TY 2015 OtherIncomeSchedule2
    Name:
    OLD COLONY HISTORICAL SOCIETY
    EIN:
    04-2308455
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ADMISSION FEES 3,261    
    COPIES & RESEARCH 2,689    


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    OLD COLONY HISTORICAL SOCIETY
    EIN:
    04-2308455
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTANTS 33,226 0 0 33,226


    TY 2015 SalesOfInventoryList 
    Name:
    OLD COLONY HISTORICAL SOCIETY
    EIN:
    04-2308455
    Software ID:
    15000324
    Software Version:
    2015v2.0

    Category Gross Sales Cost of Goods Sold Net (Gross Sales Minus
    Cost of Goods Sold)
    SALES OF HISTORICAL PUBLICATIONS 8,482 2,591 5,891

    TY 2015 SubstantialContributorsSch
    Name:
    OLD COLONY HISTORICAL SOCIETY
    EIN:
    04-2308455
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Name Address
    EDWARD WILLIAM TRUST 100 FEDERAL STREET
    BOSTON,MA02110


    TY 2015 TaxesSchedule
    Name:
    OLD COLONY HISTORICAL SOCIETY
    EIN:
    04-2308455
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 10,870     10,870