Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 10-01-2015 , and ending 09-30-2016
Name of foundation
GEORGE H & JANE A MIFFLIN MEMORIAL FUND
 
Number and street (or P.O. box number if mail is not delivered to street address)LWC 230 CONGRESS STREET 12FL
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02110
A Employer identification number

04-6384983
B Telephone number (see instructions)

(617) 523-6531
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$41,044,607
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 3,829 3,992  
4 Dividends and interest from securities... 580,891 580,891  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,414,397
b Gross sales price for all assets on line 6a 5,614,918
7 Capital gain net income (from Part IV, line 2)... 2,414,397
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)....... 15,682 0  
12 Total. Add lines 1 through 11........ 3,014,799 2,999,280  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 79,531 55,671   23,860
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 28,889 28,889   0
c Other professional fees (attach schedule).... 85,391 57,591   27,800
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 58,123 19,464   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 4,868 1,118   3,750
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 256,802 162,733   55,410
25 Contributions, gifts, grants paid....... 1,932,000 1,932,000
26 Total expenses and disbursements. Add lines 24 and 25 2,188,802 162,733   1,987,410
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 825,997
b Net investment income (if negative, enter -0-) 2,836,547
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............. 457 483 483
2 Savings and temporary cash investments......... 546,000 2,239,000 2,239,000
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) 199,451 Click to see attachment99,672 99,906
b Investments—corporate stock (attach schedule)....... 20,842,386 Click to see attachment20,075,136 38,705,218
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)..........      
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) 21,588,294 22,414,291 41,044,607
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........ 22,967,102 23,865,569
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds -1,378,808 -1,451,278
30 Total net assets or fund balances (see instructions)..... 21,588,294 22,414,291
31 Total liabilities and net assets/fund balances (see instructions). 21,588,294 22,414,291
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
21,588,294
2
Enter amount from Part I, line 27a .....................
2
825,997
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
22,414,291
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
22,414,291
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 PUBLICLY TRADED SECURITIES P    
b
c
d
e
(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 5,614,918   3,200,521 2,414,397
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a       2,414,397
b
c
d
e
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 2,414,397
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 1,884,856 39,980,375 0.047145
2013 1,585,100 39,098,625 0.040541
2012 1,613,343 34,262,212 0.047088
2011 1,485,026 30,644,874 0.048459
2010 1,222,316 30,018,840 0.040718
2
Total of line 1, column (d) .....................
20.223951
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
0.044790
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
39,885,153
5
Multiply line 4 by line 3......................
5
1,786,456
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
28,365
7
Add lines 5 and 6........................
7
1,814,821
8
Enter qualifying distributions from Part XII, line 4.............
8
1,987,410
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 28,365
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 28,365
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 28,365
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 46,053
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 46,053
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 17,688
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet17,688 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
     
    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 addressbulletHTTP://MIFFLINMEMORIALFUND.ORG
    14
    The books are in care ofbulletLORING WOLCOTT COOLIDGE TRUST LLC Telephone no.bullet (617) 523-6531

    Located atbullet230 CONGRESS STREETBOSTONMA ZIP+4bullet02110
    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
    150
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    LAWRENCE COOLIDGE TRUSTEE
    1.00
    26,506 0 0
    230 CONGRESS STREET
    BOSTON,MA02110
    C-F DAVID BOIT TRUSTEE
    1.00
    26,506 0 0
    230 CONGRESS STREET
    BOSTON,MA02110
    THOMAS R APPLETON TRUSTEE
    1.00
    26,519 0 0
    230 CONGRESS STREET
    BOSTON,MA02110
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    39,238,115
    b
    Average of monthly cash balances.......................
    1b
    1,254,426
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    40,492,541
    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
    40,492,541
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    607,388
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    39,885,153
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,994,258
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    1,994,258
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    28,365
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    28,365
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,965,893
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,965,893
    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
    1,965,893
    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
    1,987,410
    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
    1,987,410
    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
    28,365
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,959,045
    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 1,965,893
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 1,928,331
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 1,987,410
    a Applied to 2014, but not more than line 2a 1,928,331
    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..... 59,079
    e Remaining amount distributed out of corpus 0
    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 0
    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 ..........
    1,906,814
    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 ......
    0
    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
     
    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).)
    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:
    LAWRENCE COOLIDGE
    C/OLORINGWOLCOTT COOLIDGE 230
    CONGRESS ST
    BOSTON,MA02110
    (617) 523-6531
    bThe form in which applications should be submitted and information and materials they should include:
    WHEN APPLYING SEND THE FOLLOWING: PROPOSAL OF ORGANIZATION; FUNDING FOR; AMOUNT; PROJECT BUDGET; RECENT FINACIAL STATEMENTS; IRS EXEMPT STATUS LETTER; ACCURATE FINANCIAL DATA WHICH MEASURE THE SUCCESS OF THE PROGRAM; AND LAST 2 YEARS OF INCOME STATEMENT AND BALANCE SHEET.
    cAny submission deadlines:
    DEADLINES FOR APPLICATION AND SUBSEQUENT REPORTING OCTOBER 1ST THROUGH APRIL 15TH.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE MIFFLIN FUND GIVES GRANTS PRIMARILY IN THE HUMAN SERVICES AND EDUCATIONAL AREAS,FOCUSING ON LOW INCOME AND MINORITY POPULATIONS. GRANTS ARE ALSO GIVEN TO ENVIRONMENTAL/CONSERVATION ORGANIZATIONS WITH OCCASIONAL GRANTS TO CULTURAL ORGANIZATIONS FOR SPECIAL PURPOSES.
    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
    ACADEMY OF THE PACIFIC RIM CHARTER SCHOOL
    1 WESTINGHOUSE PLAZA
    HYDE PARK,AK02136
    NONE PC INCREASING LOW-INCOME COLLEGE GRADUATION 40,000
    ALASKA CONSERVATION FOUNDATION
    911 WEST 8TH AVE SUITE 300
    ANCHORAGE,AK99501
    NONE PC FOR ALASKA CONSERVATION DIRECTORS ROUNDTABLE 35,000
    ALASKA MARINE CONSERVATION COUNCIL
    BOX 101145
    ANCHORAGE,AK99510
    NONE PC FOR AMCC FISHERIES CONSERVATION PROGRAM 15,000
    ALMA DEL MAR CHARTER SCHOOL
    26 MADEIRA AVE
    NEW BEDFORD,MA02746
    NONE PC CURRICULUM DEVELOPMENT 20,000
    ARGOSY COLLEGIATE CHARTER SCHOOL
    263 HAMLET STREET
    FALL RIVER,MA02724
    NONE PC FOR YEAR THREE - TECH AND FUTURE PLANS 10,000
    BASE - BOSTON ASTROS BASEBALL CLUB
    11 WALNUT PARK
    BOSTON,MA02119
    NONE PC PROGRAM EXPANSION 10,000
    BAYSTATE ACADEMY CHARTER PUBLIC SCHOOL
    334 FRANKLIN STREET
    SPRINGFIELD,MA01104
    NONE PC PROJECT LEAD THE WAY 20,000
    BERKSHIRE ARTS AND TECHNOLOGY CHARTER PUBLIC SCHOOL
    ONE COMMERCIAL PLACE PO BOX 267
    ADAMS,MA01220
    NONE PC BART STEAM CURRICULUM 10,000
    BLACK MINISTERIAL ALLIANCE OF GREATER BOSTON INC
    2010 COLUMBUS AVE
    ROXBURY,MA02119
    NONE PC VICTORY GENERATION OUT OF SCHOOL TIME PROGRAM 5,000
    BLESSED STEPHEN BELLESINI OSA ACADEMY
    PO BOX 1021
    LAWRENCE,MA01842
    NONE PC CAPITAL CONSTRUCTION PROJECT 50,000
    BOSTON CASA (COURT APPOINTED SPECIAL ADVOCATES)
    715 BOYLSTON STREET SUITE 410
    BOSTON,MA02116
    NONE PC FOR ADVOCACY FOR FOSTER CHILDREN 10,000
    BOSTON DEBATE LEAGUE
    225 FRIEND ST SUITE 401
    BOSTON,MA02114
    NONE PC AFTER-SCHOOL DEBATE LEAGUE 15,000
    BOSTON PREPARATORY CHARTER PUBLIC SCHOOL
    1286 HYDE PARK AVENUE
    GHYDE PARK,MA02136
    NONE PC THE PERSISTENCE PROJECT 20,000
    BOSTON SCHOOLS FUND INC
    31 HEATH STREET SUITE 8
    BOSTON,MA02130
    NONE PC SUPPORT AND INVESTMENT 20,000
    BOTTOM LINE INC
    500 ARMORY STREET
    BOSTON,MA02130
    NONE PC MASS OPERATIONS 70,000
    BREAD AND ROSES INC
    58 NEWBURY ST
    LAWRENCE,MA01840
    NONE PC EVENING MEAL PROGRAM AND EMERGENCY 5,000
    BREAKTHROUGH GREATER BOSTON
    PO BOX 381486
    CAMBRIDGE,MA02238
    NONE PC EXPANDING AND ENHANCING BREAKTHROUGH IN DORCHESTER 10,000
    BRIDGE BOSTON CHARTER SCHOOL
    2 MCLELLAN STREEET
    BOSTON,MA02121
    NONE PC TEACHING FELLOWS PROGRAM 20,000
    CAMBODIAN MUTUAL ASSISTANCE ASSOCIATION OF GREATER LOWELL INC
    465 SCHOOL STREET
    LOWELL,MA01851
    NONE PC WALK-IN SERVICES: TRANSLATION AND INTERPRETATION 5,000
    CARE CENTER
    247 CABOT STREET
    HOLYOKE,MA01040
    NONE PC NEW DIRECTIONS/ TO COLLEGE 15,000
    CAREER COLLABORATIVE INC
    77 SUMMER STREET 11 FLOOR
    BOSTON,MA02110
    NONE PC JOB-READINESS AND JOB SEARCH COURSE 10,000
    CASA MYRNA VAZQUEZ INC
    PO BOX 180019
    BOSTON,MA02118
    NONE PC SUPPORTIVE SERVICES 10,000
    CASA PROJECT INC
    100 GROVE STREET
    WORCESTER,MA01605
    NONE PC CHILD COURT ADVOCACY PROGRAM 20,000
    THE CHARITY GUILD INC
    501 MAIN ST PO BOX 4856
    BROCKTON,MA02303
    NONE PC THE CHARITY GUILD FOOD PANTRY 5,000
    CITY ON A HILL CHARTER PUBLIC SCHOOL NEW BEDFORD
    384 ACUSHNET AVE
    NEW BEDFORD,MA02740
    NONE PC STARTUP STUDENT RECRUITMENT STRATEGY AND IMPLEMENTATION 20,000
    COMMUNITY CHARTER SCHOOL OF CAMBRIDGE
    245 BENT STREET
    CAMBRIDGE,MA02141
    NONE PC COMPUTER SCIENCE PROGRAM EXPANSION 25,000
    COMMUNITY LEGAL SERVICES AND COUNSELING CENTER INC
    ONE WEST STREET
    CAMBRIDGE,MA02139
    NONE PC FREE LEGAL SERVICES FOR LOW INCOME INDIVIDUALS 30,000
    CONSERVATION LAW FOUNDATION
    62 SUMMER STREET
    BOSTON,MA02110
    NONE PC ATLANTIC CANYONS/SEAMOUNTS & CASHES LEDGE MARINE NAT'L MONUMENTS 75,000
    COOK INLETKEEPER
    3734 BEN WALTERS LANE
    HOMER,AK99603
    NONE PC BUILDING POWER TO PROTECT WILD ALASKA SALMON IN A CHANGING CLIMATE 10,000
    DISMAS HOUSE OF MASSACHUSETTS INC
    PO BOX 30125
    WORCESTER,MA01603
    NONE PC FOR BAR NONE 20,000
    DOVE INC
    PO BOX 690267
    QUINCY,MA02269
    NONE PC COMMUNITY ADVOCACY, OUTREACH, AND EDUCATION 10,000
    EDUCATORS 4 EXCELLENCE
    80 PINE STREET F1
    NEW YORK,NY10005
    NONE PC BOSTON LAUNCH: AMPLIFYING TEACHER VOICE 50,000
    ESSEX COUNTY GREENBELT ASSOCIATION
    82 EASTERN AVENUE
    ESSEX,MA01929
    NONE PC WHITTIER HILL CONSERVATION PROJECT 25,000
    EXCEL ACADEMY CHARTER SCHOOLS
    2 NEPTUNE ROAD 418
    EAST BOSTON,MA02128
    NONE PC GRADUATE SERVICES DEPT 25,000
    FAMILIES FOR EXCELLENT SCHOOLS
    345 7TH AVENUE SUITE 501
    NEW YORK,NY10001
    NONE PC FAMILIES FOR EXCELLENT SCHOOLS IN MASSACHUSETTS 70,000
    FATHER BILL'S AND MAINSPRING INC
    430 BELMONT ST
    BROCKTON,MA02301
    NONE PC WORK EXPRESS 5,000
    FOOD FOR THE WORLD INC
    PO BOX 2012
    METHUEN,MA01841
    NONE PC GENERAL OPERATION 10,000
    FOOD LINK
    32 OLDHAM ROAD
    ARLINGTON,MA02474
    NONE PC FOOD DELIVERY TO LOW INCOME CHILDREN, VETERANS AND AT RISK YOUNG ADULTS 10,000
    FRIENDS OF MARTIN LUTHER KING JR CHARTER SCHOOL OF EXCELLENCE
    285 DORSET STREET
    SPRINGFIELD,MA01108
    NONE PC INSTRUCTION IMPROVEMENT INITIATIVE 20,000
    GREATER BOSTON LEGAL SERVICES
    197 FRIEND STREET
    BOSTON,MA02114
    NONE PC CASE MANAGEMENT SYSTEM PROJECT 100,000
    HAVEN PROJECT
    57 MUNROE STREET
    LYNN,MA01901
    NONE PC FOR DROP IN CENTER FOR HOMELESS YOUNG ADULTS 10,000
    HOMESTART INC
    105 CHAUNCY STREET
    BOSTON,MA02111
    NONE PC HOMELESSNESS PREVENTION PROGRAM 20,000
    HOUSEHOLD GOODS INC
    530 MAIN STREET
    ACTON,MA01720
    NONE PC FOR HOUSEHOLD GOODS, INC 10,000
    HORIZONS AT DEDHAM COUNTRY DAY SCHOOL
    90 SANDY VALLEY ROAD
    DEDHAM,MA02026
    NONE PC ACADEMIC ENRICHMENT PROGRAM 10,000
    IGUALDAD AS FRIENDS OF PAULO FREIRE SJCS
    161 LOWER WESTFIELD ROAD
    HOLYOKE,MA01040
    NONE PC COLLEGE SUCCESS PROGRAM 25,000
    INVERSANT INC
    561 BOYLSTON STREET 4TH FLOOR
    BOSTON,MA02116
    NONE PC INVERSANT SEEKS TO MOVE STUDENTS TO HIGHER EDUCATION 20,000
    IRISH INTERNATIONAL IMMIGRATION CENTER
    100 FRANKLIN STREET LL-1
    BOSTON,MA02110
    NONE PC FOR IMMIGRATION LEGAL SERVICES 10,000
    JAMAICA PLAIN NEIGHBORHOOD DEVELOPMENT CORPORATION
    31 GERMANIA STREET
    JAMAICA PLAIN,MA02130
    NONE PC SUPPORT FOR AFFORDABLE LOW INCOME HOUSING 20,000
    JFY NETWORKS
    44 SCHOOL STREET SUITE 1010
    BOSTON,MA02108
    NONE PC FOR JFYNET COLLEGE READINESS 25,000
    JUST-A-START CORPORATION
    1035 CAMBRIDGE STREET
    CAMBRIDGE,MA02141
    NONE PC EDUCATION AND TRAINING AND HOMELESSNESS PREVENTION PROGRAMS 50,000
    LA VIDA INC
    40 GREEN STREET
    LYNN,MA01902
    NONE PC FOR CLOSING THE ADMISSION GAP FOR THE YOUTH OF LYNN 10,000
    LAWRENCE FAMILY DEVELOPMENT AND EDUCATION FUND INC
    34 WEST STREET
    LAWRENCE,MA01841
    NONE PC OPENING DOORS PROGRAM 30,000
    LAWYERS CLEARINGHOUSE ON AFFORDABLE HOUSING AND HOMELESSNESS INC
    16 BEACON STREET
    BOSTON,MA02108
    NONE PC THE MA LEGAL CLINIC FOR THE HOMELESS 10,000
    LAZARUS HOUSE MINISTRIES
    PO BOX 408
    LAWRENCE,MA01841
    NONE PC EDUCATION AND WORK PREPARATION PROGRAM 10,000
    LEAP SELF-DEFENSE INC
    197A CENTRE STREET
    DORCHESTER,MA02124
    NONE PC DEEP ROOTS INITIATIVE 10,000
    LET'S GET READY
    89 SOUTH STREET SUITE 401
    BOSTON,MA02111
    NONE PC GREATER BOSTON PROGRAM 10,000
    MASSACHUSETTS CHARTER PUBLIC SCHOOL ASSOCIATION
    43 BROAD STREET SUITE C 401
    HUDSON,MA01749
    NONE PC GENERAL OPERATING SUPPORT: MATCHING FUNDS 75,000
    MASSACHUSETTS CHARTER PUBLIC SCHOOL ASSOCIATION
    43 BROAD STREET SUITE C 401
    HUDSON,MA01749
    NONE PC MCPSA COLLEGE SUCCESS PARTNERSHIP WITH BOTTOM LINE 42,000
    MASSACHUSETTS INSIGHT EDUCATION AND RESEARCH INSTITUTE INC
    18 TREMONT STREET
    BOSTON,MA02108
    NONE PC AP STEM 10,000
    MATCH SCHOOL FOUNDATION INC
    215 FOREST HILLS STREET
    JAMAICA PLAIN,MA02130
    NONE PC FOR MATCH MORE 40,000
    MERRIMACK VALLEY FOOD BANKINC
    735 BROADWAY STREET
    LOWELL,MA01854
    NONE PC FOOD RESCUE 5,000
    MERRIMACK VALLEY HOUSING PARTNERSHIP
    PO BOX 1042
    LOWELL,MA01852
    NONE PC PROJECT GENESIS 10,000
    MORE THAN WORDS
    376 MOODY STREET
    WALTHAM,MA02453
    NONE PC FOR MORE THAN WORDS GRADUATE PROGRAM 10,000
    NEIGHBORHOOD DEVELOPERS
    4 GERRISH AVENUE
    CHELSEA,MA02150
    NONE PC TND HOMES 1 20,000
    NEIGHBORHOOD HOUSE CHARTER SCHOOL
    21 QUEEN STREET
    DORCHESTER,MA02122
    NONE PC COLLEGE AND CAREER READINESS PROGRAM 20,000
    NOONAN SCHOLARS
    50 MILK STREET 15TH FLOOR
    BOSTON,MA02109
    NONE PC COLLEGE ACCESS AND SUCCESS PROGRAM 10,000
    NORTHEASTERN UNIVERSITY
    360 HUNTINGTON AVE
    BOSTON,MA02115
    NONE PC FOUNDATION YEAR 25,000
    NOTRE DAME CRISTO REY HIGH SCHOOL
    303 HAVERHILL STREET
    LAWRENCE,MA01841
    NONE PC GENERAL OPERATING SUPPORT 10,000
    PHOENIX CHARTER ACADEMY FOUNDATION
    60 CANAL STREET 4TH FLOOR
    BOSTON,MA02114
    NONE PC PREPARING FOR GROWTH INTO MORE GATEWAY CITIES IN NEED 30,000
    PROJECT CITIZENSHIP DBA THIRD SECTOR NEW ENGLAND
    4 FANEUIL SOUTH MARKET BUILDING 3RD
    FL
    BOSTON,MA02109
    NONE PC CITIZENSHIP CENTER 5,000
    PROSPECT HILL ACADEMY CHARTER SCHOOL
    50 ESSEX STREET
    CAMBRIDGE,MA02139
    NONE PC PROSPECT FELLOWS 20,000
    RAW ART WORKS
    37 CENTRAL SQUARE
    LYNN,MA01901
    NONE PC FREE ART PROGRAMMING 5,000
    REACH BEYOND DOMESTIC VIOLENCE
    PO BOX 540024
    WALTHAM,MA02454
    NONE PC GENERAL OPERATING 10,000
    RESPOND INC
    PO BOX 555
    SOMERVILLE,MA02143
    NONE PC GENERAL OPERATING SUPPORT FOR EMERGENCY SHELTER 10,000
    SALEM ACADEMY CHARTER SCHOOL
    45 CONGRESS STREET
    SALEM,MA01970
    NONE PC FOR INTERVENTION SPECIALIST 20,000
    SCHOOL ON WHEELS OF MASSACHUSETTS INC
    100 LAUREL ST SUITE 121
    EAST BRIDGEWATER,MA02333
    NONE PC EDUCATING CHILDREN AND YOUTH IMPACTED BY HOMELESSNESS 10,000
    SHEEP MOUNTAIN ALLIANCE
    PO BOX 389 218 W COLORADO AVE
    TELLURIDE,CO81435
    NONE PC PIONEER PROACTIVE STRATEGIES 5,000
    SITKA CONSERVATION SOCIETY
    PO BOX 6533
    SITKA,AK99835
    NONE PC FOR TONGASS NATIONAL FOREST PROTECTION 30,000
    SOCIEDAD LATINA INC
    1530 TREMONT STREET
    ROXBURY,MA02120
    NONE PC EDUCATION PATHWAY 10,000
    SOUTHEAST ALASKA CONSERVATION COUNCIL
    419 6TH STREET SUITE 200
    JUNEAU,AK99801
    NONE PC ALASKA CLEAN WATER, WILD LAND 20,000
    ST FRANCIS HOUSE
    39 BOYLSTON STREET
    BOSTON,MA02116
    NONE PC BASIC CORE SERVICES 20,000
    THE STEPPINGSTONE FOUNDATION
    1 APPLETON STREET 4TH FLOOR
    BOSTON,MA02116
    NONE PC THE STEPPINGSTONE ACADEMY 10,000
    STRAIGHT AHEAD MINISTRIES INC
    1 MUNROE STREET
    LYNN,MA01910
    NONE PC LYNN YOUTH REENTRY PROJECT 10,000
    TEACH FOR AMERICA - MASSACHUSETTS
    60 CANAL STREET 5TH FLOOR
    BOSTON,MA02114
    NONE PC STRATEGIC CONCENTRATION FOR EDUCATIONAL EXCELLENCE AND EQUITY 50,000
    TUTORING PLUS OF CAMBRIDGE INC
    225 WINDSOR STREET
    CAMBRIDGE,MA02139
    NONE PC OPERATING SUPPORT 10,000
    UNITED TEEN EQUALITY CENTER
    15 WARREN ST 3
    LOWELL,MA01852
    NONE PC ALTERNATIVE EDUCATION FOR PROVEN-RISK YOUTH 10,000
    UP EDUCATION NETWORK
    90 CANAL STREET SUITE 610
    BOSTON,MA02114
    NONE PC FOR NETWORK GROWTH 50,000
    VERITAS PREPARATORY CHARTER SCHOOL
    370 PINE STREET
    SPRINGFIELD,MA01105
    NONE PC INSTRUCTIONAL TECHNOLOGY FOR NEW TEACHERS 20,000
    VOLUNTEER LAWYERS PROJECT OF THE BOSTON BAR ASSOCIATION
    99 CHAUNCY STREET
    BOSTON,MA02111
    NONE PC SMALL CLAIMS PROJECT 30,000
    WELLSPRING HOUSE INC
    302 ESSEX AVENUE
    GLOUCESTER,MA01930
    NONE PC MEDICLERK JOB TRAINING & PLACEMENT PROGRAM 15,000
    WOMANS EDUCATIONAL CENTER INC
    46 PLEASANT STREET
    CAMBRIDGE,MA02139
    NONE PC MOVING ON:SUPPORT FOR ABUSED WOMEN 10,000
    ZUMIX INC
    260 SUMMER STREET
    EAST BOSTON,MA02128
    NONE PC FOR HANDS-ON 10,000
    Total .................................bullet 3a 1,932,000
    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 3,829  
    4 Dividends and interest from securities....     14 580,891  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property
             
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............
        18 2,414,397  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue:
    a2014 INCOME TAX REFUND
        01 15,682  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 3,014,799 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    133,014,799
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

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

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    GEORGE H & JANE A MIFFLIN MEMORIAL FUND
    EIN:
    04-6384983
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LORING WOLCOTT & COOLIDGE TRUST LLC 28,889 28,889   0

    TY 2015 GeneralExplanationAttachment
    Name:
    GEORGE H & JANE A MIFFLIN MEMORIAL FUND
    EIN:
    04-6384983
    Identifier Return Reference Explanation
      PART VIII LINE 1(B) 990PF STATEMENTPART VIII OFFICERS, DIRECTORS, TRUSTEES, FOUNDATION MANAGERSAND THEIR COMPENSATION AND HOURS SPENT PER WEEK:HOURS SPENT:THE TIME SPENT BY THE TRUSTEE/S MANAGING THE AFFAIRS OF THEFOUNDATION VARIES FROM WEEK TO WEEK AND YEAR TO YEAR. FOR990PF REPORTING PURPOSES, AN ESTIMATE OF .5 TO 1 HOURS PERWEEK HAS BEEN INDICATED. THE TRUSTEE/S ARE PROFESSIONALFIDUCIARIES WHO MANAGE A NUMBER OF TRUST/FOUNDATIONRELATIONSHIPS AND WHO EMPLOY ACCOUNTING, SUPPORT AND TAXCOMPLIANCE STAFF TO ASSIST WITH THE ADMINISTRATION OF SAIDRELATIONSHIPS. THE .5 TO 1 HOUR TIME NOTED REFLECTS ANESTIMATE OF THE TIME SPENT BY THE NAMED TRUSTEE/S AS WELL ASTHEIR AGENTS OR EMPLOYS. THE ACTUAL TIME SPENT MAY DIFFERFROM THE ESTIMATE IN ANY GIVEN WEEK/YEAR.THE TRUSTEES FEES NOTED ALSO INCLUDES AN INVESTMENT ADVISORYCOMPONENT WHICH IS BASED IN PART ON THE FOUNDATION INVESTMENTASSETS AND WHICH VARIES FROM QUARTER TO QUARTER BASED ONFAIR MARKET VALUE.

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    GEORGE H & JANE A MIFFLIN MEMORIAL FUND
    EIN:
    04-6384983
    Name of Stock End of Year Book Value End of Year Fair Market Value
    25,621 SHS ABBOTT LABORATORIES 651,325 1,083,512
    11,221 SHS AUTOMATIC DATA PROCESSING 42,480 989,692
    7,600 SHS STRYKER CORP 25,412 884,716
    4,400 SHS STRYKER CORP 26,469 512,204
    10,635 SHS UNITED TECHNOLOGIES 620,451 1,080,516
    13,880 SHS NESTLE SA SPONS ADR FOR REG 477,033 1,096,048
    5,225 SHS CORE LABORATORIES 405,056 586,924
    16,550 SHS HEINEKEN HOLDING NV 806,867 1,327,586
    18,825 SHS DANAHER CORP SHS BEN INT 602,548 1,475,692
    25,000 SHS CANADIAN NATIONAL RAILWAY 824,293 1,635,000
    23,200 SHS JARDINE MATHESON HOLDINGS LTD 580,431 1,406,152
    7,500 SHS BERKSHIRE HATHAWAY INC CL B 438,098 1,083,525
    13,000 SHS PHILIP MORRIS INTERNATIONAL 601,563 1,263,860
    23,470 SHS CHURCH & DWIGHT CO 378,288 1,124,682
    27,050 SHS COGNIZANT TECHNOLOGY SOLUTIONS CLASS A 909,420 1,290,556
    15,250 SHS COLGATE PALMOLIVE CO 601,195 1,130,635
    12,010 SHS FISERV INC 280,743 1,194,635
    30,130 SHS MASTERCARD INC 667,778 3,066,330
    7,750 SHS PRAXAIR INC 646,764 936,433
    27,575 SHS TJX COMPANIES 657,113 2,062,059
    18,100 SHS EOG RESOURCES 744,556 1,750,451
    10,100 SHS ECOLAB INC 709,382 1,229,372
    15,875 SHS INTUIT 946,610 1,746,409
    9,150 SHS OCCIDENTAL PETROLEUM CORP 780,067 667,218
    17,875 SHS NOVO-NORDISK A/S ADR 501,301 743,421
    19,650 SHS UNILEVER PLC SPONSORED ADR 650,845 931,410
    11,935 SHS WEX INC 1,107,036 1,290,054
    114,430 SHS UNIVERSAL ROBINA CORP 329,505 420,015
    14,250 SHS AMERICAN TOWER CORP 1,354,509 1,614,953
    7,315 SHS GILEAD SCIENCES 702,717 578,763
    1,035 SHS ALPHABET INC CL-A 703,406 832,202
    7,030 SHS CELGENE CORPORATION 706,634 734,846
    1,240 SHS EURONET WORLDWIDE INC 97,736 101,469
    855 SHS FACEBOOK INC 100,538 109,671
    9,412 SHS FORTIVE CORP 196,205 479,071
    4,890 SHS PAYCOM SOFTWARE INCE 200,762 245,136

    TY 2015 InvestmentsGovtObligationsSch
    Name:
    GEORGE H & JANE A MIFFLIN MEMORIAL FUND
    EIN:
    04-6384983
    US Government Securities - End of Year Book Value:

    99,672
    US Government Securities - End of Year Fair Market Value:

    99,906
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2015 OtherExpensesSchedule
    Name:
    GEORGE H & JANE A MIFFLIN MEMORIAL FUND
    EIN:
    04-6384983
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FILING FEE - COMM OF MA FORM PC ANNUAL REPORT 250 0   250
    SUFFOLK PROBATE 48TH ACCOUNT 3,500 0   3,500
    AGENT FEE 1,118 1,118   0


    TY 2015 OtherIncomeSchedule2
    Name:
    GEORGE H & JANE A MIFFLIN MEMORIAL FUND
    EIN:
    04-6384983
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    2014 INCOME TAX REFUND 15,682   15,682


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    GEORGE H & JANE A MIFFLIN MEMORIAL FUND
    EIN:
    04-6384983
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LWC TAX PREPARATION 2,800 0   2,800
    LWC FIDUCIARY ADVISORS FEES 57,591 57,591   0
    LWC FIDUCIARY ADVISORS ADMINISTRATIVE SERVICES 25,000 0   25,000


    TY 2015 TaxesSchedule
    Name:
    GEORGE H & JANE A MIFFLIN MEMORIAL FUND
    EIN:
    04-6384983
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ESTIMATED FEDERAL EXCISE TAX FOR 9/30/16 38,659 0   0
    FOREIGN TAXES WITHHELD 19,464 19,464   0