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 10-01-2015 , and ending 09-30-2016
Name of foundation
OBERMAYER FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)C/O OBERMAYER 15 GREY STONE PATH
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DEDHAM, MA02026
A Employer identification number

04-2711822
B Telephone number (see instructions)

(781) 234-2484
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$4,379,436J 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) 623,149
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 2,784 2,784 2,784
4 Dividends and interest from securities... 73,345 73,345 73,345
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 29,820
b Gross sales price for all assets on line 6a 389,541
7 Capital gain net income (from Part IV, line 2)... 29,820
8 Net short-term capital gain......... 66,838
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 14 14 14
12 Total. Add lines 1 through 11........ 729,112 105,963 142,981
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 52,500 7,875 0 44,625
15 Pension plans, employee benefits....... 1,575 236 0 1,339
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 5,735 0 0 5,735
c Other professional fees (attach schedule).... Click to see attachment 43,869 13,300 0 30,569
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 15,643 633 0 11,248
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 13,401 0 0 13,401
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 39,965 2,649 0 34,454
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 172,688 24,693 0 141,371
25 Contributions, gifts, grants paid....... 178,500 178,500
26 Total expenses and disbursements. Add lines 24 and 25 351,188 24,693 0 319,871
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 377,924
b Net investment income (if negative, enter -0-) 81,270
c Adjusted net income (if negative, enter -0-)... 142,981
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............. 17,430 21,927 21,927
2 Savings and temporary cash investments......... 317,215 53,098 53,098
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) bullet25,000
Less: allowance for doubtful accounts bullet0 25,000 25,000 25,000
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).......      
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).......... 3,203,346 Click to see attachment3,719,929 4,279,411
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) 3,562,991 3,819,954 4,379,436
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 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 3,562,991 3,819,954
30 Total net assets or fund balances (see instructions)..... 3,562,991 3,819,954
31 Total liabilities and net assets/fund balances (see instructions). 3,562,991 3,819,954
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
3,562,991
2
Enter amount from Part I, line 27a .....................
2
377,924
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,940,915
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
120,961
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
3,819,954
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 6400 SHS TULLOW OIL PLC P 2013-12-05 2015-10-19
b 3146 AUSTRALIAN DOLLAR P 2015-09-02 2015-10-26
c STANDARD CHARTER RIGHTS P 2013-02-22 2015-11-23
d 22436 SHS NORTHERN STAR RES (DONATIONS IN) D 2016-01-20 2016-01-22
e 66000 SHS GUANGDONG INVESTMENT (DONATIONS IN) D 2016-01-20 2016-01-22
900 SHS IPSOS P 2013-05-29 2016-04-01
2100 SHS LOOMIS AB SOLNA P 2013-02-25 2016-04-01
1913.810 SHS EURO P 2016-05-16 2016-05-27
653.840 SHS BRITISH POUND P 2016-04-08 2016-05-27
37126.260 SHS NORWEGIAN KRONE P 2016-04-29 2016-05-27
3920 SHS SWEDISH KRONA P 2016-05-04 2016-05-27
91800 SHS THAI BAHT P 2016-04-20 2016-05-27
61500 SHS THAI BAHT P 2016-09-06 2016-09-27
400 SHS AIR PRODUCTS & CHEM D 2010-01-01 2015-12-16
420 SHS CHEVRON D 2010-01-01 2016-01-05
2500 SHS MARKET VECTORS P 2010-01-01 2016-03-18
600 SHS MARKET VECTORS P 2010-01-01 2016-03-18
400 SHS MARKET VECTORS P 2010-01-01 2016-03-18
300 SHS MARKET VECTORS P 2010-01-01 2016-03-18
100 SHS MARKET VECTORS P 2010-01-01 2016-03-18
100 SHS MARKET VECTORS P 2010-01-01 2016-03-18
(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 23,859   92,271 -68,412
b 2,261   2,205 56
c 9     9
d 50,379   22,491 27,888
e 75,750   36,700 39,050
20,335   32,014 -11,679
58,727   48,977 9,750
2,112   2,155 -43
946   953 -7
4,415   4,451 -36
466   480 -14
2,568   2,629 -61
1,773   1,768 5
52,028   6,548 45,480
37,941   2,004 35,937
34,979   65,047 -30,068
8,395   15,611 -7,216
5,600   10,407 -4,807
4,200   7,806 -3,606
1,399   2,602 -1,203
1,399   2,602 -1,203
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       -68,412
b       56
c       9
d       27,888
e       39,050
      -11,679
      9,750
      -43
      -7
      -36
      -14
      -61
      5
      45,480
      35,937
      -30,068
      -7,216
      -4,807
      -3,606
      -1,203
      -1,203
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 29,820
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 66,838
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 243,672 3,781,645 0.064435
2013 305,516 4,044,908 0.075531
2012 244,896 5,135,541 0.047687
2011 185,469 2,156,610 0.086000
2010 161,925 2,166,016 0.074757
2
Total of line 1, column (d) .....................
20.348410
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
0.069682
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
3,666,567
5
Multiply line 4 by line 3......................
5
255,494
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
813
7
Add lines 5 and 6........................
7
256,307
8
Enter qualifying distributions from Part XII, line 4.............
8
319,871
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 1 813
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........................... 3 813
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- ..... 5 813
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 5,056
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 5,056
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 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 4,243
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet4,243 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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
    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 addressbulletN/A
    14
    The books are in care ofbulletJUDITH H OBERMAYER Telephone no.bullet (781) 234-2484

    Located atbullet15 GREY STONE PATHDEDHAMMA ZIP+4bullet02026
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JUDITH H OBERMAYER PRESIDENT,CLERK & DIRECTOR
    20.00     		0 0 0
    15 GREY STONE PATH
    DEDHAM,MA02026
    JOEL B OBERMAYER TREASURER & DIRECTOR
    5.00     		0 0 0
    15 WYMAN STREET
    ARLINGTON,MA02474
    MARJORIE H RAVEN DIRECTOR
    5.00     		0 0 0
    19 ROSS ROAD
    DURHAM,NH03824
    HENRY M OBERMAYER DIRECTOR
    5.00     		0 0 0
    834 59TH STREET
    OAKLAND,CA94608
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 GENEALOGY PROGRAM: RESEARCH AND DISSEMINATION OF INFORMATION ABOUT METHODOLOGY OF GENEALOGICAL RESEARCH WORK. WORK ON THE ESTABLISHMENT OF A JEWISH MUSEUM. 16,778
    2 GERMAN JEWISH COMMUNITY HISTORICAL COUNCIL: AWARDS PROGRAM ACKNOWLEDGING GERMAN CITIZENS' PRESERVATION OF JEWISH HISTORY AND CULTURE IN THEIR LOCAL COMMUNITIES 50,189
    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 Click to see attachment 0
    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
    2,314,092
    b
    Average of monthly cash balances.......................
    1b
    201,528
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,206,783
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,722,403
    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
    3,722,403
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    55,836
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,666,567
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    183,328
    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
    319,871
    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
    319,871
    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
    813
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    319,058
    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
    1995-01-09
    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
    142,981 77,238 74,536 192,593 487,348
    b 85% of line 2a ......... 121,534 65,652 63,356 163,704 414,246
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		319,871 243,672 305,516 244,896 1,113,955
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		178,500 103,600 168,150 105,100 555,350
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		141,371 140,072 137,366 139,796 558,605
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ...... 4,379,436 3,532,713 4,044,126 4,004,715 15,960,990
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		         0
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		122,219 126,055 134,830 171,185 554,289
    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) ....     		        0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		        0
    (3) Largest amount of support
    from an exempt organization    		         0
    (4) Gross investment income         0
    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).)
    JUDITH H OBERMAYER
    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 e-mail address of the person to whom applications should be addressed:
    JUDITH H OBERMAYER
    15 GREY STONE PATH
    DEDHAM,MA02026
    (781) 234-2484
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER REQUEST WITH ANY RELEVANT SUPPORTING DOCUMENTATION
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    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 JEWISH HISTORICAL SOCIETY
    15 W 16TH ST
    NEW YORK,NY10011     		NONE 501(C)(3) FULFILL PURPOSES OF THE ORGANIZATION 10,000
    AMERICAN JEWISH HISTORICAL SOCIETY NE ARCHIVES
    99-101 NEWBURY ST
    BOSTON,MA02116     		NONE 501(C)(3) FULFILL PURPOSES OF THE ORGANIZATION 100,000
    AMERICAN JEWISH WORLD SERVICE
    45 W 36TH ST
    NEW YORK,NY10018     		NONE 501(C)(3) FULFILL PURPOSES OF THE ORGANIZATION 500
    BEND THE ARC FOR JUSTICE
    330 SEVENTH AVE 19TH FL
    NEW YORK,NY10011     		NONE 501(C)(3) FULFILL PURPOSES OF THE ORGANIZATION 5,000
    CENTER FOR ARMS CONTROL & NONPROLIFERATION
    322 4TH ST NE
    WASHINGTON,DC20002     		NONE 501(C)(3) FULFILL PURPOSES OF THE ORGANIZATION 1,000
    CHEMICAL HERITAGE FOUNDATION
    315 CHESTNUT STREET
    PHILADELPHIA,PA19106     		NONE 501(C)(3) FULFILL PURPOSES OF THE ORGANIZATION 1,000
    COMPASSION & CHOICES
    PO BOX 101810
    DENVER,CO80250     		NONE 501(C)(3) FULFILL PURPOSES OF THE ORGANIZATION 1,000
    HISTORIC NEWTON
    527 WASHINGTON STREET
    NEWTON,MA02458     		NONE 501(C)(3) FULFILL PURPOSES OF THE ORGANIZATION 1,000
    JEWISH VOCATIONAL SERVICES
    75 FEDERAL ST
    BOSTON,MA02110     		NONE 501(C)(3) FULFILL PURPOSES OF THE ORGANIZATION 12,500
    LEO BAECK INSTITUTE
    15 W 16TH ST
    NEW YORK,NY10011     		NONE 501(C)(3) FULFILL PURPOSES OF THE ORGANIZATION 10,000
    MIT
    600 MEMORIAL DR
    CAMBRIDGE,MA02139     		NONE 501(C)(3) FULFILL PURPOSES OF THE ORGANIZATION 5,000
    MORE THAN WORDS
    376 MOODY ST
    WALTHAM,MA02453     		NONE 501(C)(3) FULFILL PURPOSES OF THE ORGANIZATION 500
    MVHC SUMMER INSTITUTE
    PO BOX 692 130 CENTER ST
    VINEYARD HAVEN,MA02568     		NONE 501(C)(3) FULFILL PURPOSES OF THE ORGANIZATION 1,000
    NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY
    101 NEWBURY STREET
    BOSTON,MA02116     		NONE 501(C)(3) FULFILL PURPOSES OF THE ORGANIZATION 5,000
    OUR BODIES OURSELVES
    PO BOX 400135
    CAMBRIDGE,MA02140     		NONE 501(C)(3) FULFILL PURPOSES OF THE ORGANIZATION 500
    PARTNERS FOR PROGRESSIVE ISRAEL
    114 W 26TH STREET STE 1002
    NEW YORK,NY10001     		NONE 501(C)(3) FULFILL PURPOSES OF THE ORGANIZATION 1,000
    PLOUGHSHARES FUND
    1808 WEDEMEYER STREET SUITE 200
    SAN FRANCISCO,CA94129     		NONE 501(C)(3) FULFILL PURPOSES OF THE ORGANIZATION 1,000
    SOCIAL VENTURE PARTNERS BOSTON
    11 CONCORD STREET
    CHARLESTOWN,MA02129     		NONE 501(C)(3) FULFILL PURPOSES OF THE ORGANIZATION 5,500
    SOCIETY OF ARTS AND CRAFTS
    175 NEWBURY STREET
    BOSTON,MA02116     		NONE 501(C)(3) FULFILL PURPOSES OF THE ORGANIZATION 2,000
    SWARTHMORE COLLEGE
    500 COLLEGE AVE
    SWARTHMORE,PA19081     		NONE 501(C)(3) FULFILL PURPOSES OF THE ORGANIZATION 5,000
    WBUR
    490 COMMONWEALTH AVENUE
    BOSTON,MA02215     		NONE 501(C)(3) FULFILL PURPOSES OF THE ORGANIZATION 10,000
    Total .................................bullet 3a 178,500
    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 2,784  
    4 Dividends and interest from securities....     14 73,345  
    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.....     15 14  
    8
    Gain or (loss) from sales of assets other than inventory ............     		    18 29,820  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 105,963 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13105,963
    (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.)
    8D REALIZED GAIN ON SALE OF SECURITIES USED TO FUND PROGRAMS
    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
    OBERMAYER FOUNDATION INC
     
    Employer identification number

    04-2711822
    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
    OBERMAYER FOUNDATION INC
          		Employer identification number
    04-2711822
    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
     
     

    WILLIAM L BERNHARD  
    775 PARK AVE
     
    NEW YORK, NY10021

    		$ 15,000


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

    JUDITH OBERMAYER  
    15 GREY STONE PATH
     
    DEDHAM, MA02026

    		$ 48,194


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
     
     

    REGINE TILLMANNS TTEE FOR ANNNEMARI  
    111 WESTMORELAND AVE
     
    ARLINGTON, MA02474

    		$ 300


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

    ARTHUR OBERMAYER INHERITED IRA  
    15 GREY STONE PATH
     
    DEDHAM, MA02026

    		$ 22,146


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
     
     

    JUDITH OBERMAYER  
    15 GREY STONE PATH
     
    DEDHAM, MA02026

    		$ 80,849


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
     
     

    ARTHUR OBERMAYER INHERITED IRA  
    15 GREY STONE PATH
     
    DEDHAM, MA02026

    		$ 199,266


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Name of organization
    OBERMAYER FOUNDATION INC
          		Employer identification number
    04-2711822
    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
    7
     
     

    ARTHUR OBERMAYER INHERITED IRA  
    15 GREY STONE PATH
     
    DEDHAM, MA02026

    		$ 115,274


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    8
     
     

    ARTHUR OBERMAYER INHERITED IRA  
    15 GREY STONE PATH
     
    DEDHAM, MA02026

    		$ 142,120


    (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
    OBERMAYER FOUNDATION INC
          		Employer identification number

    04-2711822
    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
    2
    		 22,436 SHS NORTHERN STAR RES LTD $ 48,194 2016-01-20
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    5
    		 66,000 SHS GUANGDONG INVESTMENTS LTD $ 80,849 2016-01-20
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    6
    		 3,223.32 SHS FIDELITY NASDAQ COMPOSITE INDEX $ 199,266 2016-06-28
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    7
    		 3,568.84 SHS FIDELITY GROWTH STRATEGIES $ 115,274 2016-06-28
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    8
    		 5,777.24 SHS FIDELITY SELECT GOLD $ 142,120 2016-06-28
    (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
    OBERMAYER FOUNDATION INC
          		Employer identification number

    04-2711822
    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 AccountingFeesSchedule
    Name:
    OBERMAYER FOUNDATION INC
    EIN:
    04-2711822
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    KATZ, NANNIS & SOLOMON 5,735 0 0 5,735

    TY 2015 AllOthProgRltdInvestmentsSch
    Name:
    OBERMAYER FOUNDATION INC
    EIN:
    04-2711822
    Category Amount
    NONE 0

    TY 2015 InvestmentsOtherSchedule2
    Name:
    OBERMAYER FOUNDATION INC
    EIN:
    04-2711822
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    200 SH GOOGLE FMV 53,153 158,135
    1000 SH BASF FMV 71,938 85,525
    2000 SH FIRST TRUST FMV 171,008 52,840
    600 SH SYMRISE AG FMV 9,775 43,979
    1400 SH LOOMIS FMV 26,786 43,314
    1000 SH CHEVRON TEXACO FMV 44,600 102,920
    1200 SH AIR PROD & CHEM FMV 122,760 180,408
    1400 SH IPSOS FMV 49,800 45,732
    14705 SH BARRAT DEVELOPMENTS FMV 70,661 94,406
    3000 SH MOMENTA FMV 42,233 35,070
    3700 SH YIT FMV 41,475 29,811
    15628 SH STANDARD CHARTERED FMV 173,442 126,587
    3700 SH CAVERION FMV 16,524 28,480
    2800 SH FREENET FMV 60,715 81,884
    0 SH MARKET VECTORS FMV 0 0
    4648.61 SH FIDELITY SELECT NATURAL GAS FMV 156,788 125,234
    5449.71 SH MATTHEWS ASIA SMALL FMV 113,409 113,790
    500 SH CHRISTIAN DIOR FMV 43,793 89,643
    600 SH RANGE RESOURCES CO FMV 40,370 23,250
    800 SH HANOVER RUCKVERSI FMV 41,255 85,707
    VANGUARD GLOBAL EQUITY FMV 297,772 414,015
    VANGUARD INTERNATIONAL GROWTH FMV 425,524 488,772
    3900 SH SBERBANK OF RUSSIA FMV 32,859 36,738
    0 SH TULLOW OIL PLC FMV 0 0
    10000 SH SPBK 1 SR BANK FMV 100,762 57,073
    2300 SH YARA INT ASA FMV 96,888 76,457
    1900 SH LANXESS AG FMV 125,026 118,067
    800 SH LOOMIS AB SOLNA FMV 18,657 24,751
    700 SH ILLUMINA FMV 101,844 127,162
    1300 SH NOVARTIS FMV 100,171 102,648
    300 SH AMAZON FMV 119,416 251,193
    1000 SH ALIBABA FMV 88,185 105,790
    14300 SH WORLEY PARSONS FMV 103,262 91,138
    25500 SH SIAM COMMERCIAL BANK FMV 92,936 108,978
    400 SH SOLVAY SA FMV 39,854 46,274
    200 SH LINDE AG FMV 28,752 34,003
    11000 SH BBA AVIATION PLC FMV 31,379 35,703
    2000 SH SVENSKA HANDELSBANKEN FMV 25,239 27,530
    1800 SH INTERNATIONAL GAME TECH FMV 32,955 43,884
    19000 SH THAI OIL PUBLIC CO LTD FMV 38,042 37,464
    2300 SH BARRATT DEVELOPMENTS PLC FMV 13,261 14,766
    3223.32 SH FIDELITY NASDAQ COMPOSITE INDEX FMV 199,266 226,213
    3568.84 SH FIDELITY GROWTH STRATEGIES FUND FMV 115,274 122,304
    5777.24 SH FIDELITY SELECT GOLD FMV 142,120 141,773

    TY 2015 OtherDecreasesSchedule
    Name:
    OBERMAYER FOUNDATION INC
    EIN:
    04-2711822
    Description Amount
    BOOK TAX DIFFERENCE - TAX COST BASIS ADJUSTMENT FOR STOCK SALES 120,961


    TY 2015 OtherExpensesSchedule
    Name:
    OBERMAYER FOUNDATION INC
    EIN:
    04-2711822
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OUTSIDE SERVICES 17,663 2,649 0 15,014
    HONORARIA 5,597 0 0 5,597
    BOOKS, DUES & SUBSCRIPTIONS 1,111 0 0 1,111
    DATABASE EXPENSES 1,101 0 0 1,101
    OFFICE SUPPLIES 8,496 0 0 5,634
    POSTAGE AND SHIPPING 2,146 0 0 2,146
    SERVICE FEES 891 0 0 891
    TELEPHONE 1,427 0 0 1,427
    MAINTENANCE 500 0 0 500
    ADR FEES 87 0 0 87
    INSURANCE 815 0 0 815
    MARGIN INTEREST EXPENSE 2 0 0 2
    MISC. GENERAL AND ADMINISTRATIVE EXPENSES 88 0 0 88
    FX ADJUSTMENT 41 0 0 41


    TY 2015 OtherIncomeSchedule2
    Name:
    OBERMAYER FOUNDATION INC
    EIN:
    04-2711822
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ROYALTY INCOME 14 14 14


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    OBERMAYER FOUNDATION INC
    EIN:
    04-2711822
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    KAREN FRANKLIN 15,000 0 0 15,000
    JULIET CHAVES 1,800 0 0 1,800
    MICHAEL LEVITIN 2,600 0 0 2,600
    DLL COMMUNICATIONS 5,500 0 0 5,500
    UMLUAF TECHNISCHE DIENSTEISTUN 719 0 0 719
    REFLECTION FILMS, LLC 4,950 0 0 4,950
    POLARIS CAPITAL 13,300 13,300 0 0


    TY 2015 SubstantialContributorsSch
    Name:
    OBERMAYER FOUNDATION INC
    EIN:
    04-2711822
    Name Address
    JUDITH OBERMAYER 15 GREY STONE PATH
    DEDHAM,MA02026
    ARTHUR OBERMAYER INHERITED IRA  
     


    TY 2015 TaxesSchedule
    Name:
    OBERMAYER FOUNDATION INC
    EIN:
    04-2711822
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE FILING FEES 70 0 0 70
    FEDERAL TAX 3,762 0 0 0
    ANNUAL REPORT 19 0 0 19
    FOREIGN TAXES 7,569 0 0 7,569
    PAYROLL TAXES 4,223 633 0 3,590