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 12-01-2015 , and ending 11-30-2016
Name of foundation
Lovett-Woodsum Foundation Inc
 
Number and street (or P.O. box number if mail is not delivered to street address)21 Commonwealth Avenue
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Boston, MA02116
A Employer identification number

04-2944183
B Telephone number (see instructions)

(617) 247-2515
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$46,385,226J 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) 3,960,244
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 23,705 23,685  
4 Dividends and interest from securities... 370,815 370,815  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 40,898
b Gross sales price for all assets on line 6a 4,503,031
7 Capital gain net income (from Part IV, line 2)... 40,898
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 250,104 212,033  
12 Total. Add lines 1 through 11........ 4,645,766 647,431  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 94,681 94,681   0
17 Interest............... 2,756 2,756   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 10,105 10,105   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 618 618   0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 62,724 61,263   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 170,884 169,423   0
25 Contributions, gifts, grants paid....... 3,600,048 3,600,048
26 Total expenses and disbursements. Add lines 24 and 25 3,770,932 169,423   3,600,048
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 874,834
b Net investment income (if negative, enter -0-) 478,008
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............. 956,954 1,306,610 1,306,610
2 Savings and temporary cash investments.........      
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)....... 7,801,596 Click to see attachment8,549,960 9,406,491
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).......... 31,196,834 Click to see attachment30,969,050 35,672,125
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 39,955,384 40,825,620 46,385,226
Liabilities 17 Accounts payable and accrued expenses.......... 240 642
18 Grants payable.................. 5,000  
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)......... 5,240 642
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 39,950,144 40,824,978
30 Total net assets or fund balances (see instructions)..... 39,950,144 40,824,978
31 Total liabilities and net assets/fund balances (see instructions). 39,955,384 40,825,620
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
39,950,144
2
Enter amount from Part I, line 27a .....................
2
874,834
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
40,824,978
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
40,824,978
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 Weatherbie (Northern) - Short-term items   2015-08-25 2015-12-01
b Weatherbie (Northern) - Short-term wash sale items   2015-09-24 2015-12-01
c Weatherbie (Northern) - Long-term items   2014-04-17 2016-11-29
d Weatherbie (Northern) - Long-term wash sale items   2014-04-14 2016-11-29
e JC DECAUX S A ACT IS   2015-11-03 2016-01-28
JC DECAUX S A ACT IS   2015-12-03 2016-01-28
JC DECAUX S A ACT IS   2015-03-13 2016-01-28
JC DECAUX S A ACT IS   2015-03-19 2016-01-28
JC DECAUX S A ACT IS   2015-05-14 2016-01-28
JC DECAUX S A ACT IS   2015-06-16 2016-01-28
JC DECAUX S A ACT IS   2015-06-17 2016-01-28
JC DECAUX S A ACT IS   2015-08-21 2016-01-28
JC DECAUX S A ACT IS   2015-09-09 2016-01-28
JC DECAUX S A ACT IS   2015-10-27 2016-01-28
JC DECAUX S A ACT IS   2015-10-29 2016-01-28
JC DECAUX S A ACT IS   2015-10-29 2016-01-28
JC DECAUX S A ACT IS   2015-06-11 2016-01-28
PERNOD RICARD ORD SH   2015-10-05 2016-01-28
CIE FINANCIERE RICHEMONT AG ZUG NAMEN AK   2015-12-16 2016-01-28
CIE FINANCIERE RICHEMONT AG ZUG NAMEN AK   2016-01-27 2016-01-28
CIE FINANCIERE RICHEMONT AG ZUG NAMEN AK   2016-01-27 2016-01-28
SWATCH GROUP AG   2015-10-22 2016-01-28
SWATCH GROUP AG   2015-10-27 2016-01-28
SWATCH GROUP AG   2015-10-27 2016-01-28
SWATCH GROUP AG   2015-10-28 2016-01-28
SWATCH GROUP AG   2015-10-29 2016-01-28
SWATCH GROUP AG   2015-10-29 2016-01-28
SWATCH GROUP AG   2015-12-16 2016-01-28
ANHEUSER BUSCH INBEV SA NV ADR   2015-12-16 2016-01-28
PHILIP MORRIS INTL   2015-04-14 2016-01-28
PERNOD RICARD ORD SH   2012-12-04 2016-01-28
BRITISHAMERICAN TOBACCO PLC ORD SH   2012-12-04 2016-01-28
DIAGEO PLC ORD SH   2012-12-04 2016-01-28
SAB MILLER PLC SHS   2012-12-04 2016-05-01
SAB MILLER PLC SHS   2012-12-04 2016-01-27
SAB MILLER PLC SHS   2012-12-04 2016-01-28
CIE FINANCIERE RICHEMONT AG ZUG NAMEN AK   2012-12-04 2016-01-28
CIE FINANCIERE RICHEMONT AG ZUG NAMEN AK   2012-06-28 2016-01-28
CIE FINANCIERE RICHEMONT AG ZUG NAMEN AK   2012-06-29 2016-01-28
CIE FINANCIERE RICHEMONT AG ZUG NAMEN AK   2012-07-30 2016-01-28
CIE FINANCIERE RICHEMONT AG ZUG NAMEN AK   2012-02-08 2016-01-28
HEINEKEN HLDG NV SHS   2012-12-04 2016-01-28
MINIMIZESTGAINS   2012-06-28 2016-01-28
ALTRIA GROUP INC COM   2012-04-11 2016-01-28
ANHEUSER BUSCH INBEV SA NV ADR   2012-04-11 2016-01-28
BERKSHIRE HATHAWAY INC DEL CL B NEW   2012-04-11 2016-01-28
BROWN FORMAN CORP CL A   2012-04-11 2016-01-28
COMCAST CORP CL A   2012-04-11 2016-01-28
MARTIN MARIETTA MATLS INC COM   2012-11-04 2016-01-28
MARTIN MARIETTA MATLS INC COM   2012-06-29 2016-01-28
MASTERCARD INC CL A COM   2012-11-04 2016-01-28
MASTERCARD INC CL A COM   2012-03-08 2016-01-28
MASTERCARD INC CL A COM   2012-06-08 2016-01-28
NESTLE SA SPONSORED ADR   2012-11-04 2016-01-28
PHILIP MORRIS INTL   2012-11-04 2016-01-28
PHILIP MORRIS INTL   2012-06-27 2016-01-28
SCRIPPS NETWORKS INTERACTIVE INC CL A   2012-11-04 2016-01-28
UNILEVER NV   2012-11-04 2016-01-28
UNILEVER NV   2012-06-18 2016-01-28
WELLS FARGO & CO NEW COM   2012-11-04 2016-01-28
WELLS FARGO & CO NEW COM   2012-04-24 2016-01-28
WELLS FARGO & CO NEW COM   2012-02-08 2016-01-28
WELLS FARGO & CO NEW COM   2012-11-27 2016-01-28
CARE CAPITAL PROPERTIES   2004-07-22 2016-06-27
CARE CAPITAL PROPERTIES   2014-05-14 2016-06-27
GOLAR LNG LIMITED   2012-07-12 2016-02-29
GOLAR LNG LIMITED   2014-05-14 2016-02-29
GOLAR LNG LIMITED   2014-05-14 2016-02-29
GOLAR LNG LIMITED   2012-07-12 2016-03-01
GOLAR LNG LIMITED   2014-05-14 2016-03-01
GOLAR LNG LIMITED   2014-05-14 2016-03-02
GOLAR LNG LIMITED   2014-05-14 2016-03-03
GOLAR LNG LIMITED   2014-05-14 2016-03-03
GOLAR LNG LIMITED   2014-05-14 2016-03-04
KINDER MORGAN INC. DEL   2013-10-15 2016-01-28
KINDER MORGAN INC. DEL   2014-05-14 2016-01-28
KINDER MORGAN INC. DEL   2014-12-03 2016-01-28
OCH-ZIFF CAPTL MANGMT GR   2014-05-14 2016-02-11
OCH-ZIFF CAPTL MANGMT GR   2014-05-14 2016-02-12
OCH-ZIFF CAPTL MANGMT GR   2014-05-14 2016-02-16
OCH-ZIFF CAPTL MANGMT GR   2014-05-14 2016-02-17
OCH-ZIFF CAPTL MANGMT GR   2014-05-14 2016-02-18
OCH-ZIFF CAPTL MANGMT GR   2014-05-14 2016-02-19
OCH-ZIFF CAPTL MANGMT GR   2014-05-14 2016-02-22
OCH-ZIFF CAPTL MANGMT GR   2014-05-14 2016-02-23
OCH-ZIFF CAPTL MANGMT GR   2014-05-14 2016-02-24
OCH-ZIFF CAPTL MANGMT GR   2014-05-14 2016-02-25
OCH-ZIFF CAPTL MANGMT GR   2014-05-14 2016-02-26
OCH-ZIFF CAPTL MANGMT GR   2014-05-14 2016-02-29
OCH-ZIFF CAPTL MANGMT GR   2014-05-14 2016-03-01
OCH-ZIFF CAPTL MANGMT GR   2014-05-14 2016-03-02
PJT PARTNERS INC SHS   2014-03-25 2016-06-24
PJT PARTNERS INC SHS   2014-05-14 2016-06-24
SEASPAN CORP   2014-05-14 2016-09-02
TARGA RESOURCES PARTNERS   2010-09-27 2016-02-17
TARGA RESOURCES PARTNERS   2014-05-14 2016-02-17
TARGA RESOURCES PARTNERS   2014-05-14 2016-02-17
WILLIAMS COMPANIES DEL   2013-11-14 2016-07-15
WILLIAMS COMPANIES DEL   2014-05-14 2016-07-15
WILLIAMS PARTNERS   2008-09-03 2016-11-07
WILLIAMS PARTNERS   2008-09-04 2016-11-07
WILLIAMS PARTNERS   2008-09-05 2016-11-07
WILLIAMS PARTNERS   2008-09-08 2016-11-07
WILLIAMS PARTNERS   2014-05-14 2016-11-07
WILLIAMS PARTNERS   2014-05-14 2016-11-08
TEEKAY OFFSHORE PARTNERS   2007-02-15 2015-12-17
TEEKAY OFFSHORE PARTNERS   2013-05-01 2015-12-17
TEEKAY OFFSHORE PARTNERS   2013-06-10 2015-12-17
TEEKAY OFFSHORE PARTNERS   2013-11-21 2015-12-17
GOLAR LNG PARTNERS LP   2014-10-14 2015-12-17
GOLAR LNG PARTNERS LP   2014-10-15 2015-12-17
SEADRILL PARTNERS LLC   2014-10-14 2015-12-17
SEADRILL PARTNERS LLC   2014-10-15 2015-12-17
SEADRILL PARTNERS LLC   2014-10-16 2015-12-17
GOLAR LNG LIMITED   2012-07-12 2016-03-04
GOLAR LNG LIMITED   2012-07-27 2016-03-04
GOLAR LNG LIMITED   2012-07-30 2016-03-04
GOLAR LNG LIMITED   2013-06-10 2016-03-04
GOLAR LNG LIMITED   2013-11-21 2016-03-04
TRANSOCEAN PARTNERS LLC   2014-10-14 2016-02-29
TRANSOCEAN PARTNERS LLC   2014-10-15 2016-02-29
TRANSOCEAN PARTNERS LLC   2014-10-16 2016-02-29
TRANSOCEAN PARTNERS LLC   2014-10-17 2016-02-29
SEVERN TRENT PLC   2013-05-01 2016-09-14
SEVERN TRENT PLC   2013-06-10 2016-09-14
SEVERN TRENT PLC   2013-11-21 2016-09-14
SEVERN TRENT PLC   2013-11-22 2016-09-14
SUNCORP GROUP LTD   2013-06-03 2016-09-14
COMMONWEALTH BANK OF AU   2007-08-07 2016-09-14
COMMONWEALTH BANK OF AU   2013-06-10 2016-09-14
COMMONWEALTH BANK OF AU   2013-11-21 2016-09-14
MTN GROUP LTD   2014-03-26 2016-09-14
SEASPAN CORP   2012-02-07 2016-10-03
SEASPAN CORP   2013-05-01 2016-10-03
SEASPAN CORP   2013-06-10 2016-10-03
SEASPAN CORP   2013-11-22 2016-10-03
GSIP   2008-01-01 2016-11-30
Oak Hill European   2008-01-01 2016-11-30
Pershing Square   2008-01-01 2016-11-30
Sankaty   2008-01-01 2016-11-30
Spindrift   2008-01-01 2016-11-30
Whitehall 2005   2008-01-01 2016-11-30
CMS Private REIT LP   2003-04-01 2015-12-31
Quellos Real Assets (E)   2004-01-01 2015-12-31
Quellos Real Assets (T)   2004-03-04 2015-12-31
Whitehall 2007   2007-01-01 2015-12-31
Whitehall 2007   2007-01-01 2015-12-31
HKL I LLC   2006-11-01 2015-12-31
HKL I LLC   2006-11-01 2015-12-31
Merrill Lynch (Div. Portf.) Partnerships   2004-07-01 2015-12-31
Merrill Lynch (Div. Portf.) Partnerships   2004-07-01 2015-12-31
Capital Gains Dividends P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 989,650   979,091 10,559
b 139,730   139,730 0
c 619,913   661,430 -41,517
d 104,418   104,418 0
e 558   512 46
372   349 23
558   518 40
1,489   1,396 93
744   811 -67
372   418 -46
558   635 -77
930   935 -5
930   912 18
2,791   3,231 -440
1,861   2,165 -304
1,861   2,030 -169
1,861   1,946 -85
1,698   1,602 96
321   321 0
321   367 -46
1,282   1,288 -6
5,731   7,415 -1,684
337   433 -96
3,371   4,318 -947
1,348   1,718 -370
337   429 -92
3,708   4,256 -548
1,685   1,745 -60
1,223   1,244 -21
4,458   3,904 554
35,095   31,283 3,812
17,533   16,350 1,183
15,534   14,289 1,245
1,485   1,010 475
2,975   2,021 954
8,981   6,063 2,918
28,848   27,860 988
1,603   1,312 291
1,603   1,359 244
1,603   1,455 148
1,603   1,392 211
33,044   20,392 12,652
5,633   3,150 2,483
19,014   9,995 9,019
40,968   23,839 17,129
63,691   39,949 23,742
13,364   6,995 6,369
9,710   5,155 4,555
6,538   4,556 1,982
2,972   1,976 996
36,947   18,827 18,120
2,519   1,277 1,242
2,519   1,269 1,250
60,845   51,266 9,579
45,030   44,170 860
2,229   2,122 107
5,030   3,983 1,047
31,529   23,843 7,686
2,160   1,613 547
31,320   21,544 9,776
1,223   827 396
1,223   834 389
4,894   3,290 1,604
7,687   3,886 3,801
3,679   5,085 -1,406
17,431   36,186 -18,755
3,030   7,454 -4,424
8,579   21,105 -12,526
18,163   34,166 -16,003
2,568   6,062 -3,494
11,928   29,457 -17,529
3,501   8,666 -5,165
7,401   17,458 -10,057
1,168   2,653 -1,485
28,905   66,543 -37,638
25,541   55,601 -30,060
53,620   145,622 -92,002
4,358   13,613 -9,255
5,196   15,337 -10,141
3,881   12,338 -8,457
3,079   8,889 -5,810
1,392   4,214 -2,822
1,813   5,792 -3,979
3,747   10,990 -7,243
2,608   7,444 -4,836
1,983   5,890 -3,907
2,016   5,890 -3,874
3,479   9,800 -6,321
2,737   7,577 -4,840
3,458   9,508 -6,050
1,941   5,246 -3,305
657   99 558
1,769   267 1,502
34,449   50,303 -15,854
15,508   12,013 3,495
5,348   23,374 -18,026
21,155   65,702 -44,547
36,170   54,461 -18,291
25,238   49,169 -23,931
14,574   13,873 701
12,765   12,158 607
9,046   8,529 517
3,384   3,268 116
7,873   12,192 -4,319
18,073   28,055 -9,982
3,714   21,573 -17,859
1,779   12,510 -10,731
645   4,882 -4,237
1,192   9,515 -8,323
9,565   36,009 -26,444
8,263   31,495 -23,232
2,524   21,435 -18,911
4,525   37,719 -33,194
795   6,432 -5,637
8,288   16,672 -8,384
5,463   11,362 -5,899
3,202   6,623 -3,421
9,041   16,385 -7,344
5,180   10,428 -5,248
6,111   14,803 -8,692
11,090   27,288 -16,198
6,111   15,209 -9,098
1,400   3,750 -2,350
41,082   37,323 3,759
8,185   7,943 242
630   591 39
14,166   13,301 865
49,012   63,691 -14,679
34,980   31,030 3,950
7,570   9,070 -1,500
4,177   5,676 -1,499
29,866   71,217 -41,351
21,933   19,894 2,039
4,852   6,794 -1,942
2,924   4,458 -1,534
7,843   11,226 -3,383
3,833   3,038 795
214,327   168,155 46,172
288,734   237,298 51,436
67,763   56,094 11,669
48,632     48,632
28,895   111,044 -82,149
538,069     538,069
    6,132 -6,132
3,863     3,863
    36 -36
    73,264 -73,264
3,033     3,033
102,929     102,929
15     15
9,205     9,205
3,046     3,046
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       10,559
b       0
c       -41,517
d       0
e       46
      23
      40
      93
      -67
      -46
      -77
      -5
      18
      -440
      -304
      -169
      -85
      96
      0
      -46
      -6
      -1,684
      -96
      -947
      -370
      -92
      -548
      -60
      -21
      554
      3,812
      1,183
      1,245
      475
      954
      2,918
      988
      291
      244
      148
      211
      12,652
      2,483
      9,019
      17,129
      23,742
      6,369
      4,555
      1,982
      996
      18,120
      1,242
      1,250
      9,579
      860
      107
      1,047
      7,686
      547
      9,776
      396
      389
      1,604
      3,801
      -1,406
      -18,755
      -4,424
      -12,526
      -16,003
      -3,494
      -17,529
      -5,165
      -10,057
      -1,485
      -37,638
      -30,060
      -92,002
      -9,255
      -10,141
      -8,457
      -5,810
      -2,822
      -3,979
      -7,243
      -4,836
      -3,907
      -3,874
      -6,321
      -4,840
      -6,050
      -3,305
      558
      1,502
      -15,854
      3,495
      -18,026
      -44,547
      -18,291
      -23,931
      701
      607
      517
      116
      -4,319
      -9,982
      -17,859
      -10,731
      -4,237
      -8,323
      -26,444
      -23,232
      -18,911
      -33,194
      -5,637
      -8,384
      -5,899
      -3,421
      -7,344
      -5,248
      -8,692
      -16,198
      -9,098
      -2,350
      3,759
      242
      39
      865
      -14,679
      3,950
      -1,500
      -1,499
      -41,351
      2,039
      -1,942
      -1,534
      -3,383
      795
      46,172
      51,436
      11,669
      48,632
      -82,149
      538,069
      -6,132
      3,863
      -36
      -73,264
      3,033
      102,929
      15
      9,205
      3,046
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 40,898
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 3,072,298 48,569,837 0.063255
2013 2,964,789 48,214,849 0.061491
2012 2,380,905 43,101,377 0.055240
2011 2,369,476 37,242,645 0.063623
2010 2,075,204 37,953,589 0.054677
2
Total of line 1, column (d) .....................
20.298286
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years . . .
3
0.059657
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
42,548,367
5
Multiply line 4 by line 3......................
5
2,538,308
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
4,780
7
Add lines 5 and 6........................
7
2,543,088
8
Enter qualifying distributions from Part XII, line 4.............
8
3,600,048
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 4,780
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 4,780
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,780
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 29,764
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 29,764
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 24,984
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet24,984 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 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 ofbulletMr David H Hopfenberg Telephone no.bullet (401) 667-0504

    Located atbullet21 Commonwealth AvenueBostonMA ZIP+4bullet02116
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 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?
    16Yes  
    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 bulletCA
    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
    Anne R Lovett President
    0.00     		0 0 0
    117 Cromwell Point Road
    Holderness,NH03245
    Stephen G Woodsum Treasurer
    0.00     		0 0 0
    25 Card Sound Road
    Key Largo,FL33037
    David H Hopfenberg Clerk
    0.00     		0 0 0
    122 North Road
    Saunderstown,RI02874
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    Merrill Lynch Investment Management 70,630
    Ten Post Office Square
    Boston,MA02109
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    8,641,997
    b
    Average of monthly cash balances.......................
    1b
    1,090,076
    c
    Fair market value of all other assets (see instructions)................
    1c
    33,464,239
    d
    Total (add lines 1a, b, and c).........................
    1d
    43,196,312
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    43,196,312
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    647,945
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    42,548,367
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,127,418
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    2,127,418
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    4,780
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,780
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,122,638
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,122,638
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    2,122,638
    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
    3,600,048
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    3,600,048
    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
    4,780
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    3,595,268
    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 2,122,638
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011...... 239,832
    c From 2012...... 317,576
    d From 2013...... 610,083
    e From 2014...... 697,834
    fTotal of lines 3a through e........ 1,865,325
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 3,600,048
    a Applied to 2014, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2015 distributable amount..... 2,122,638
    e Remaining amount distributed out of corpus 1,477,410
    5 Excess distributions carryover applied to 2015. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 3,342,735
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		3,342,735
    10 Analysis of line 9:
    a Excess from 2011.... 239,832
    b Excess from 2012.... 317,576
    c Excess from 2013.... 610,083
    d Excess from 2014.... 697,834
    e Excess from 2015.... 1,477,410
    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).)
    Anne R Lovett
    Stephen G Woodsum
    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
    American Cancer Society
    165 East 56 Street
    New York,NY10022     		None Public Charity Unrestricted 500
    American Museum Of Fly Fishing
    PO Box 42
    Manchester Center,VT05255     		None Public Charity Unrestricted 4,500
    Animal Rescue League Of Boston
    PO Box 265
    Boston,MA02117     		None Public Charity Unrestricted 2,500
    Beacon Academy
    477 Longwood Avenue
    Boston,MA02215     		None Public Charity Unrestricted 20,000
    Benjamin Franklin Insititute Of Technology
    41 Berkeley Street
    Boston,MA02116     		None Public Charity Unrestricted 10,000
    Blackfoot Challenge
    PO Box 103
    Ovando,MT59854     		None Public Charity Unrestricted 2,500
    Bonefish And Tarpon Unlimited
    24 Dockside Lane PMB 83
    Key Largo,FL33037     		None Public Charity Unrestricted 8,910
    Boston Children's Museum
    300 Congress Street
    Boston,MA02210     		None Public Charity Unrestricted 518,896
    Boys And Girls Club Of Boston
    50 Congress Street Suite 730
    Boston,MA02109     		None Public Charity Unrestricted 752,767
    Bridge House
    260 Highland Street
    Plymouth,NH03245     		None Public Charity Unrestricted 5,000
    Buckingham Browne & Nichols
    80 Gerrys Landing
    Cambridge,MA02138     		None Public Charity Unrestricted 27,000
    Charles River Clean Up
    26 Lakeview Road
    Framingham,MA01701     		None Public Charity Unrestricted 2,000
    Charles River Watershed
    190 Park Road
    Weston,MA02493     		None Public Charity Unrestricted 1,000
    Chocorua Chapel
    PO Box 356
    Holderness,NH03245     		None Public Charity Unrestricted 1,000
    City Year
    287 Columbus Avenue
    Boston,MA02116     		None Public Charity Unrestricted 480,619
    Currier Museum Of Art
    150 Ash Street
    Manchester,NH03104     		None Public Charity Unrestricted 5,000
    Cystic Fibrosis Foundation
    6391 Arlington Road
    Bethesda,MD20814     		None Public Charity Unrestricted 4,500
    Easter Seals
    89 South Street
    Boston,MA02111     		None Public Charity Unrestricted 500
    Emerald Necklace Conservancy
    2 Brookline Place
    Brookline,MA02445     		None Public Charity Unrestricted 1,250
    Everglades Foundation
    18001 Old Cutler Road Suite 625
    Palmetto Bay,FL33157     		None Public Charity Unrestricted 1,000
    Exponent Philanthropy
    1720 N Street NW
    Washington,DC20036     		None Public Charity Unrestricted 750
    Facing History And Ourselves
    16 Hurd Road
    Brookline,MA02445     		None Public Charity Unrestricted 5,000
    Families First
    99 Bishop Allen Drive
    Cambridge,MA02138     		None Public Charity Unrestricted 5,000
    First Lutheran Church
    299 Berkeley Street
    Boston,MA02116     		None Public Charity Unrestricted 500
    French Library And Cultural Center
    53 Marlborough St
    Boston,MA02116     		None Public Charity Unrestricted 2,000
    Friends Of The Children
    555 Armory Street
    Boston,MA02130     		None Public Charity Unrestricted 5,000
    Generation Citizen
    89 South Street 203
    Boston,MA02111     		None Public Charity Unrestricted 109
    Granite United Way
    22 Concord Street
    Manchester,NH03101     		None Public Charity Unrestricted 12,500
    Green Light Fund
    2 Canal Park
    Cambridge,MA02141     		None Public Charity Unrestricted 130,328
    Historic New England
    141 Cambridge Street
    Boston,MA02114     		None Public Charity Unrestricted 2,500
    Holderness Historical Society
    PO Box 319
    Holderness,NH03245     		None Public Charity Unrestricted 275
    Holderness Library
    PO Box L
    Holderness,NH03245     		None Public Charity Unrestricted 328
    Holderness School
    33 Chapel Lane
    Holderness,NH03245     		None Public Charity Unrestricted 20,000
    Loon Preservation Committee
    PO Box 604
    Moultonborough,NH03254     		None Public Charity Unrestricted 8,000
    Massachusetts General Hospital
    165 Cambridge Street
    Boston,MA02114     		None Public Charity Unrestricted 12,500
    Mayhew Program
    293 West Shore Road
    Bristol,NH03222     		None Public Charity Unrestricted 6,000
    Middlebury College
    Main Street
    Middlebury,VT05753     		None Public Charity Unrestricted 10,000
    Museum Of African American History
    14 Beacon St Suite 719
    Boston,MA02108     		None Public Charity Unrestricted 5,000
    Museum Of Modern Art
    11 West 53rd Street
    New York,NY10019     		None Public Charity Unrestricted 85
    Navy Seal Museum
    3300 N Highway A1A
    Fort Pierce,FL34949     		None Public Charity Unrestricted 2,500
    Neighborhood Association Of The Back Bay
    337 Newbury Street
    Boston,MA02115     		None Public Charity Unrestricted 500
    New Hampshire Children's Trust Fund
    95 North State Street Suite 3
    Concord,NH03301     		None Public Charity Unrestricted 1,000
    New Hampshire Humane Society
    1305 Meredith Center Road
    Laconia,NH03246     		None Public Charity Unrestricted 1,000
    New Hampshire Music Festival
    52 Symphony Lane
    Center Harbor,NH03226     		None Public Charity Unrestricted 10,000
    New Hampshire Preservation Alliance
    PO Box 628
    Concord,NH03302     		None Public Charity Unrestricted 100
    New Hampshire Public Radio
    2 Pillsbury Street 6th Floor
    Concord,NH03301     		None Public Charity Unrestricted 10,000
    New Hampshire Public Television
    268 Mast Road
    Durham,NH03824     		None Public Charity Unrestricted 10,000
    North Bennett Street School
    150 North Street
    Boston,MA02109     		None Public Charity Unrestricted 25,000
    Northfield Mount Hermon
    One Lamplighter Way
    Mount Hermon,MA01354     		None Public Charity Unrestricted 1,000
    Ocean Reef Art League
    24 Dockside Lane
    Key Largo,FL33037     		None Public Charity Unrestricted 500
    Ocean Reef Foundation
    200 Anchor Drive
    Key Largo,FL33037     		None Public Charity Unrestricted 18,365
    Old South Meeting House
    310 Washington Street
    Boston,MA02108     		None Public Charity Unrestricted 500
    ORCAT
    97 S Harbor Drive
    Key Largo,FL33037     		None Public Charity Unrestricted 5,000
    Peer Health Exchange
    70 Gold Street
    SF,CA94133     		None Public Charity Unrestricted 75,028
    Pemi Youth Center
    111 Main Street
    Plymouth,NH03264     		None Public Charity Unrestricted 1,000
    Plymouth Congregational Church
    4 Post Office Square
    Plymouth,NH03264     		None Public Charity Unrestricted 2,250
    Princeton University
    701 Carnegie Center
    Princeton,NJ08544     		None Public Charity Unrestricted 5,331
    Project Healing Waters
    PO Box 695
    LaPlata,MD20646     		None Public Charity Unrestricted 500
    Project Hope
    255 Carter Hall Lane
    Millwood,VA22646     		None Public Charity Unrestricted 2,500
    Rails to Trails Conservancy
    2121 Ward Court NW 5th Floor
    Washington,DC20037     		None Public Charity Unrestricted 500
    ROCA
    101 Park Street
    Chelsea,MA02150     		None Public Charity Unrestricted 10,000
    Share Our Strength
    1730 M Street NW
    Washington,DC20036     		None Public Charity Unrestricted 5,000
    Squam Lakes Association
    PO Box 204
    Holderness,NH03245     		None Public Charity Unrestricted 5,000
    Squam Lakes Conservation Society
    PO Box 696
    Holderness,NH03245     		None Public Charity Unrestricted 7,500
    Squam Lakes Natural Science Center
    23 Science Center Road
    Holderness,NH03245     		None Public Charity Unrestricted 20,000
    St Jude Children's Research Hospital
    332 N Lauderdale
    Memphis,TN38105     		None Public Charity Unrestricted 1,000
    Tanzanian Children's Fund
    2 Atlantic Avenue 4th Floor
    Boston,MA02110     		None Public Charity Unrestricted 1,000
    Teach For America
    60 Canal Street
    Boston,MA02114     		None Public Charity Unrestricted 50,500
    Tenacity
    367 Western Avenue
    Boston,MA02135     		None Public Charity Unrestricted 100,000
    The Boston Foundation
    75 Arlington Street 10th Floor
    Boston,MA02116     		None Public Charity Unrestricted 305,251
    The Nature Conservancy
    40 East Main Street Suite 200
    Bozeman,MT59715     		None Public Charity Unrestricted 5,000
    Thompson Island Outward Bound Education Center
    PO Box 127
    Boston,MA02127     		None Public Charity Unrestricted 1,000
    uAspire
    31 St James Ave Suite 520
    Boston,MA02116     		None Public Charity Unrestricted 49,585
    Yale University
    PO Box 2038
    New Haven,CT06520     		None Public Charity Unrestricted 38,805
    Anti Defamation League
    605 Third Avenue
    New York,NY10158     		None Public Charity Unrestricted 2,500
    Association of Small Foundations
    1720 N St NW
    Washington,DC20036     		None Public Charity Unrestricted 750
    August Scholars
    1074 Marlborough Street
    Boston,MA02116     		None Public Charity Unrestricted 2,500
    Be the Match
    500 North 5th Street
    Minneapolis,MN55401     		None Public Charity Unrestricted 100
    Best Buddies International
    100 Southeast Second Street
    Miami,FL33131     		None Public Charity Unrestricted 500
    B'nai B'rith Housing
    34 Washington Street
    Brighton,MA02135     		None Public Charity Unrestricted 5,000
    Boston Ballet
    19 Clarendon Street
    Boston,MA02116     		None Public Charity Unrestricted 10,000
    Boston Harbor Now
    15 State Street Suite 1100
    Boston,MA02109     		None Public Charity Unrestricted 10,000
    Boston Scholar Athlete Program
    57 Magazine Street
    Boston,MA02119     		None Public Charity Unrestricted 10,000
    Boston Symphony Orchestra
    301 Massachusetts Avenue
    Boston,MA02115     		None Public Charity Unrestricted 11,000
    Career Collaborative
    77 Summer Street 11th Floor
    Boston,MA02110     		None Public Charity Unrestricted 5,000
    Chelsea Black Community
    PO Box 505299
    Chelsea,MA02150     		None Public Charity Unrestricted 500
    Citizen Schools
    308 Congress Street 5th Floor
    Boston,MA02210     		None Public Charity Unrestricted 50,000
    Consumers' Checkbook
    7 Winthrop Square
    Boston,MA02110     		None Public Charity Unrestricted 100
    Friends of The Holderness Library
    PO Box L
    Holderness,NH03245     		None Public Charity Unrestricted 49,672
    Haymakers for Hope
    43 Woodridge Road
    Wellesley,MA02482     		None Public Charity Unrestricted 500
    Isabella Stewart Gardner Museum
    25 Evans Way
    Boston,MA02115     		None Public Charity Unrestricted 20,000
    Lakes Region Community College
    26 College Drive
    Concord,NH03301     		None Public Charity Unrestricted 5,000
    Leukemia & Lymphoma Society
    3 International Drive Suite 200
    Rye Brook,NY10573     		None Public Charity Unrestricted 500
    Massachusetts Audubon Society
    208 South Great Road
    Lincoln,MA01773     		None Public Charity Unrestricted 5,000
    Museum Of Fine Arts
    465 Huntington Avenue
    Boston,MA02115     		None Public Charity Unrestricted 70,000
    Museum Of Science
    1 Science Park
    Boston,MA02114     		None Public Charity Unrestricted 5,000
    National Museum of Women in the Arts (MA)
    PO Box 596
    Lexington,MA02420     		None Public Charity Unrestricted 2,500
    New England Aquarium
    Central Wharf
    Boston,MA02110     		None Public Charity Unrestricted 30,000
    New Hampshire Women's Foundation
    2 Delta Drive
    Concord,NH03301     		None Public Charity Unrestricted 2,000
    New Venture Fund-Upstream
    1201 Connecticut Avenue NW Suite
    300
    Washington,DC20036     		None Public Charity Unrestricted 239,115
    Northwestern UniversityKellogg
    2211 Campus Drive
    Evanston,IL60208     		None Public Charity Unrestricted 10,000
    Ocean Reef Medical Center Foundation
    50 Barracuda Lane
    Key Largo,FL33037     		None Public Charity Unrestricted 50,000
    Raising a Reader
    9 Hamilton Place
    Boston,MA02109     		None Public Charity Unrestricted 5,000
    Room To Grow
    142 Berkeley Street
    Boston,MA02116     		None Public Charity Unrestricted 10,000
    Save The HarborSave The Bay
    212 Northern Avenue
    Boston,MA02210     		None Public Charity Unrestricted 5,000
    Southern Poverty Law Center
    400 Washington Avenue
    Montgomery,AL36104     		None Public Charity Unrestricted 12,500
    Spaulding Rehabilitation Center - Network for Good
    301 1st Ave
    Charlestown,MA02129     		None Public Charity Unrestricted 515
    Third Option Foundation
    1160-C1 South Lake Drive 158
    Reston,VA20191     		None Public Charity Unrestricted 5,000
    Trustees of Princeton University
    330 Alexander Street
    Princeton,NJ08540     		None Public Charity Unrestricted 49,672
    United South End Settlements
    566 Columbus Avenue
    Boston,MA02118     		None Public Charity Unrestricted 12,500
    WBUR Friends Group
    890 Commonwealth Avenue
    Boston,MA02215     		None Public Charity Unrestricted 15,000
    WGBH Educational Foundation
    1 Guest Street
    Boston,MA02135     		None Public Charity Unrestricted 25,000
    Wilderness Society
    1615 M Street NW
    Washington,DC20036     		None Public Charity Unrestricted 10,000
    YMCA Of Greater Hartford
    50 State House Square 2nd Floor
    Hartford,CT06103     		None Public Charity Unrestricted 5,000
    HKL I LLC - Flow through from Schedule K-1
    222 Berkeley Street FL18
    Boston,MA02116     		None Public Charity Unrestricted 9
    Merrill Lynch PTPs - Flow through from Schedule K-1
    222 Berkeley Street FL18
    Boston,MA02116     		None Public Charity Unrestricted 78
    Q-BLK ENERGY PORTFOLIO - Flow through from Schedule K-1
    222 Berkeley Street FL18
    Boston,MA02116     		None Public Charity Unrestricted 2
    WHITEHALL PARALLEL GLOBAL REAL ESTATE LP 2007 - Flow through from Schedul
    222 Berkeley Street FL18
    Boston,MA02116     		None Public Charity Unrestricted 3
    Total .................................bullet 3a 3,600,048
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........     		    14 23,705  
    4 Dividends and interest from securities....     14 370,815  
    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.....     18 250,104  
    8
    Gain or (loss) from sales of assets other than inventory ............     		    18 40,898  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue:
    aMerrill Lynch (Div. Portf.) Partnerships - Net gain (loss) under sec. 1231     		900000        
    bWhitehall 2007 - Net gain (loss) under sec. 1231 531390        
    cMerrill Lynch (Div. Portf.) Partnerships - Ordinary Income 900000        
    dQuellos Real Assets (E) - Ordinary Income 900000        
    eQuellos Real Assets (T) - Ordinary Income 900000        
    fHKL I LLC - Ordinary Income 900000        
    12 Subtotal. Add columns (b), (d), and (e).. 0 685,522 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13685,522
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

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

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    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
    Lovett-Woodsum Foundation Inc
     
    Employer identification number

    04-2944183
    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
    Lovett-Woodsum Foundation Inc
          		Employer identification number
    04-2944183
    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
     
     

    Stephen G Woodsum  
    25 Card Sound Road
     
    Key Largo, FL33037

    		$ 3,958,039


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
     
     

    Stephen G Woodsum  
    25 Card Sound Road
     
    Key Largo, FL33037

    		$ 2,205


    (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
    Lovett-Woodsum Foundation Inc
          		Employer identification number

    04-2944183
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 Altria Group Inc - 3,695 shares $ 236,776 2016-06-01
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 Anheuser-Busch InBev ADR - 2,425 shares $ 272,934 2016-11-04
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 Berkshire Hathaway Inc Cl B - 1,250 shares $ 178,850 2016-11-04
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 Berkshire Hathaway Inc Cl B - 1,025 shares $ 161,632 2016-11-28
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 Berkshire Hathaway Inc Del Cl A Cl A - 3 shares $ 709,545 2016-11-28
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 Brown-Forman Corp Cl A - 1,635 shares $ 172,215 2016-06-01
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Name of organization
    Lovett-Woodsum Foundation Inc
          		Employer identification number

    04-2944183
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 Brown-Forman Corp Cl A - 930 shares $ 44,835 2016-11-04
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 Comcast Corp New Cl A - 2,650 shares $ 168,116 2016-06-01
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 Fitbit - 24,736 shares $ 360,651 2016-03-21
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 Fitbit - 5,590 shares $ 74,515 2016-06-15
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 Fitbit - 6,680 shares $ 104,408 2016-08-16
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 Fitbit - 25,355 shares $ 214,250 2016-11-28
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Name of organization
    Lovett-Woodsum Foundation Inc
          		Employer identification number

    04-2944183
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 Mastercard Inc Cl A - 1,515 shares $ 139,532 2016-03-21
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 Mastercard Inc Cl A - 3,695 shares $ 354,351 2016-06-01
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 Wells Fargo - 200 shares $ 8,992 2016-11-04
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 Comp Fin Richemont - 5,220 shares $ 305,631 2016-06-01
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 Heineken Holding NV - 4,695 shares $ 388,887 2016-06-01
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 Heineken Holding NV - 230 shares $ 19,175 2016-06-02
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Name of organization
    Lovett-Woodsum Foundation Inc
          		Employer identification number

    04-2944183
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 SABMiller - 685 shares $ 42,744 2016-06-01
    (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
    Lovett-Woodsum Foundation Inc
          		Employer identification number

    04-2944183
    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:  
    Software Version:  

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    Lovett-Woodsum Foundation Inc
    EIN:
    04-2944183
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Gardner Russo Gardner 0 0
    Merrill Lynch (Div. Portf.) 4,319,571 4,939,261
    Merrill Lynch (Intl. Portf.) 1,641,184 1,712,684
    Millenium 1,500,000 1,655,582
    Securities 1,089,205 1,098,964

    TY 2015 InvestmentsOtherSchedule2
    Name:
    Lovett-Woodsum Foundation Inc
    EIN:
    04-2944183
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    A/R - Timing Difference AT COST 0 0
    Alysheba Fund AT COST 1,000,000 1,696,194
    Alysun Fund AT COST 1,000,000 1,390,882
    Anchorage AT COST 1,000,000 1,101,552
    Bracebridge AT COST 1,000,000 1,201,707
    Broadfin AT COST 2,000,000 1,885,088
    CMS Private REIT AT COST 3,985 279
    CMS Private REIT Fund AT COST 1,100,199 73,454
    Discovery Global AT COST 1,500,000 2,375,664
    Elliott Associates AT COST 313,000 325,625
    Glenview AT COST 2,000,000 1,662,132
    Greenwood (Golden China) AT COST 595,721 699,264
    GSIP AT COST 49,235 62,124
    HKL I LLC AT COST 500,034 837,411
    Kensico Partners AT COST 1,000,000 1,384,288
    NT Asia Discovery AT COST 2,000,000 2,448,676
    Oak Hill European AT COST 372,802 475,167
    Oak Hill Newbury AT COST 317,118 418,603
    Palo Alto Healthcare AT COST 736,812 1,685,855
    Pershing Square AT COST 762,702 928,020
    Quellos Real Assets (E) AT COST 352,996 161,299
    Quellos Real Assets (T) AT COST 429,522 597,863
    Sankaty AT COST 846,678 1,022,810
    Silverpoint AT COST 1,500,000 1,615,004
    Spindrift AT COST 0 88,416
    Trivest (Tal China) AT COST 500,000 610,888
    Vanguard (Northern) AT COST 135,114 148,479
    Weatherbie (Northern) AT COST 1,811,255 2,153,743
    Wellington Bay Pond AT COST 6,273,473 7,931,006
    Whitehall 2005 AT COST 1,194,383 310,793
    Whitehall 2007 AT COST 674,021 379,839

    TY 2015 OtherExpensesSchedule
    Name:
    Lovett-Woodsum Foundation Inc
    EIN:
    04-2944183
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Bank Fees 3,957 3,957   0
    Other Portfolio Deductions 52,069 50,608   0
    Other Expenses 6,679 6,679   0
    State Filing Fees 19 19   0


    TY 2015 OtherIncomeSchedule2
    Name:
    Lovett-Woodsum Foundation Inc
    EIN:
    04-2944183
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    CMS Private REIT LP - Other income 15,122 15,122 15,122
    HKL I LLC - Net gain (loss) under section 1231 -105 -105 -105
    HKL I LLC - Ordinary Income -679 -679 -679
    HKL I LLC - Other income 378 378 378
    HKL I LLC - Other net rental income 43 43 43
    HKL I LLC - Other Portolio Income 292 292 292
    HKL I LLC - Royalties 143 143 143
    Merrill Lynch (Div. Portf.) Partnerships - Net gain (loss) under sect 1231 1,369 1,369 1,369
    Merrill Lynch (Div. Portf.) Partnerships - Ordinary Income -40,094 -40,094 -40,094
    Merrill Lynch (Div. Portf.) Partnerships - Other net rental income 154 154 154
    Merrill Lynch (Div. Portf.) Partnerships - Other Portolio Income 1,824 1,824 1,824
    Merrill Lynch (Div. Portf.) Partnerships - Royalties 197 197 197
    Merrill Lynch (Div. Portf.) Partnerships - Section 1256 gains -334 -334 -334
    Merrill Lynch (Intl. Portf.) - Other Portolio Income -7,017 -7,017 -7,017
    Quellos Real Assets (E) - Net gain (loss) under section 1231 392 392 392
    Quellos Real Assets (E) - Ordinary Income 7,925 7,925 7,925
    Quellos Real Assets (E) - Other income 4 4 4
    Quellos Real Assets (E) - Other net rental income 27 27 27
    Quellos Real Assets (E) - Other Portolio Income -38 -38 -38
    Quellos Real Assets (E) - Royalties 2,713 2,713 2,713
    Quellos Real Assets (T) - Net gain (loss) under section 1231 63,639 63,639 63,639
    Quellos Real Assets (T) - Ordinary Income -7,388 -7,388 -7,388
    Quellos Real Assets (T) - Other net rental income 1,252 1,252 1,252
    Whitehall 2007 - Net gain (loss) under section 1231 96,660 96,660 96,660
    Whitehall 2007 - Ordinary Income 22,425 22,425 22,425
    Whitehall 2007 - Other income 53,231 53,231 53,231
    Whitehall 2007 - Other net rental income -123 -123 -123
    Whitehall 2007 - Other Portolio Income 21 21 21
    Unrealized Gains on Donated Securities 38,071 0 38,071


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    Lovett-Woodsum Foundation Inc
    EIN:
    04-2944183
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Management Fees 94,681 94,681   0


    TY 2015 TaxesSchedule
    Name:
    Lovett-Woodsum Foundation Inc
    EIN:
    04-2944183
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Foreign Taxes 10,105 10,105   0