Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 12-01-2015 , and ending 11-30-2016
Name of foundation
Stamps Family Charitable Foundation Inc
 
Number and street (or P.O. box number if mail is not delivered to street address)21 Commonwealth Avenue
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Boston, MA02116
A Employer identification number

04-2943910
B Telephone number (see instructions)

(617) 824-1000
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$79,404,545J 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) 4,077,816
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 195,680 195,667  
4 Dividends and interest from securities... 327,479 327,479  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,145,595
b Gross sales price for all assets on line 6a 13,375,926
7 Capital gain net income (from Part IV, line 2)... 2,145,595
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 18,135 49,762  
12 Total. Add lines 1 through 11........ 6,764,705 2,718,503  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 221,801 221,801   198,053
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 120,145 29,254   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 10,318 10,318   10,318
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 74,278 74,278   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 426,542 335,651   208,371
25 Contributions, gifts, grants paid....... 4,490,960 4,490,960
26 Total expenses and disbursements. Add lines 24 and 25 4,917,502 335,651   4,699,331
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,847,203
b Net investment income (if negative, enter -0-) 2,382,852
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............. 129,072 16,798 16,798
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet129,299
Less: allowance for doubtful accounts bullet   375,955 129,299 130,071
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 13,753,011 Click to see attachment7,793,204 7,558,863
c Investments—corporate bonds (attach schedule)....... 4,972,443 Click to see attachment15,177,820 15,100,669
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 44,804,360 Click to see attachment42,760,527 56,598,144
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) 64,034,841 65,877,648 79,404,545
Liabilities 17 Accounts payable and accrued expenses.......... 4,646 250
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)......... 4,646 250
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 64,030,195 65,877,398
30 Total net assets or fund balances (see instructions)..... 64,030,195 65,877,398
31 Total liabilities and net assets/fund balances (see instructions). 64,034,841 65,877,648
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
64,030,195
2
Enter amount from Part I, line 27a .....................
2
1,847,203
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
65,877,398
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
65,877,398
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 11.88 MFO DFA EMERGING MARKETS VALUE   2013-07-01 2015-12-07
b 32.09 MFO DFA EMERGING MARKETS VALUE   2013-07-01 2016-07-25
c 10000 PINNACLE ENTMT INC 6.375% 01 AUG 2021   2015-05-12 2015-12-14
d 15000 SANDRIDGE ENERGY 7.5 DUE 03-15-2021 IN DEFAULT   2015-02-10 2016-01-26
e 5000 LSB INDS INC 7.75 DUE 08-01-2019   2015-08-25 2016-05-06
5000 LSB INDS INC 7.75 DUE 08-01-2019   2015-08-25 2016-05-12
10000 TENET HEALTHCARE CORP 6.75% 15 JUN 2023   2015-10-22 2016-05-24
5000 NRG ENERGY INC 6.25% DUE 05-01-2024   2015-08-25 2016-05-25
5000 PVTPL ALBERTSONS HLDGS LLC/SATURN ACQUISITIO 7.75% 10-15-2022 BEO   2016-05-10 2016-06-24
5000 CHS / CMNTY HEALTH SYS INC 6.875% 01 FEB 2022   2015-10-22 2016-08-03
5000 CCO HLDGS LLC / 5.25% DUE 09-30-2022   2016-05-06 2016-11-22
5000 INTELSAT JACKSON 6.625% DUE 12-15-2022   2015-10-01 2016-05-12
10000 INTELSAT JACKSON 6.625% DUE 12-15-2022   2015-10-01 2016-09-15
0 PVTPL UPCB FIN V LTD SECD 144A 7.25% DUE11-15-2021/11-16-2011 BEO   2016-01-01 2016-08-26
5000 WMG ACQUISITION CORP SR SECD NT 6.0% DUE01-15-2021/11-01-2012 BEO   2014-01-07 2015-12-21
5000 WMG ACQUISITION CORP SR SECD NT 6.0% DUE01-15-2021/11-01-2012 BEO   2014-06-26 2015-12-21
10000 ADVANCED MICRO 7.5% DUE 08-15-2022 DUE 08-15-2022 REG USD1000   2014-02-20 2016-01-22
5000 UNITED STS STL CORP NEW 7.375% 01 APR 2020   2015-01-23 2016-02-01
15000 BERRY PETE CO 6.375 DUE 09-15-2022   2014-05-20 2016-02-08
5000 DEFAULTED LINN ENERGY LLC/FIXED 0% DUE 12-31-2040   2015-01-21 2016-02-08
5000 MCGRAW-HILL GLOBAL ED HLDGS LLC/FIN 9.75 BDS 04-01-2021 USD2000   2014-02-20 2016-03-30
5000 GEO GROUP INC SR NT 6.625 2-15-2021   2014-05-28 2016-04-18
5000 CROWN CASTLE INTL 5.25% DUE 01-15-2023   2015-04-14 2016-04-27
10000 PVTPL ENDO FIN LLC / ENDO FINCO INC 144A7.75% DUE 01-15-2022/05-06-201   2014-05-06 2016-05-10
5000 GEN CABLE CORP DEL 5.75 DUE 10-01-2022   2014-10-06 2016-05-12
10000 NRG ENERGY INC 6.25% DUE 05-01-2024   2015-03-19 2016-05-25
10000 COML VEH GROUP INC 7.875 DUE 04-15-2019   2014-01-09 2016-05-26
5000 ERICKSON INC 8.25 DUE 05-01-2020   2014-02-19 2016-06-01
10000 ERICKSON INC 8.25 DUE 05-01-2020   2014-01-14 2016-06-01
5000 GOODYEAR TIRE & 6.5% DUE 03-01-2021 03-01-2021 USD1000   2015-04-17 2016-06-13
8000 ARAMARK CORP 5.75% DUE 03-15-2020   2014-01-07 2016-06-15
10000 CHS / CMNTY HEALTH SYS INC 6.875% 01 FEB 2022   2015-05-12 2016-08-03
5000 NATL CINEMEDIA LLC 7.875% DUE 07-15-2021   2014-03-21 2016-09-19
5000 HERTZ CORP 5.875 DUE 10-15-2020   2015-09-21 2016-10-14
5000 PVTPL ACTIVISION BLIZZARD 5.625 DUE 09-15-2021 BEO   2015-09-21 2016-10-19
20000 PVTPL CIT GROUP INC 5.5 DUE 02-15-2019 BEO   2014-02-24 2016-11-21
5000 T-MOBILE USA INC 6.25% DUE 04-01-2021   2015-09-23 2016-11-21
5000 CCO HLDGS LLC / 5.25% DUE 09-30-2022   2015-04-14 2016-11-22
10000 CALPINE CORP SR SECD NT 144A 6.0% 15 JAN 2022   2015-03-19 2016-11-22
10000 UTD RENTALS N 7.625 DUE 04-15-2022   2014-04-03 2016-11-23
15000 CHRYSLER GROUP LLC / CG CO-ISSUER 8.25% 15 JUN 2021   2012-02-07 2015-12-21
5000 CONCHO RES INC 5.5% 01 OCT 2022   2012-03-21 2016-02-04
5000 CONCHO RES INC 5.5% 01 OCT 2022   2012-03-27 2016-02-04
10000 RANGE RES CORP 5.0% 15 AUG 2022   2012-03-12 2016-02-08
7000 CHIQUITA BRANDS INTL INC LLC 7.875 DUE 02-01-2021   2013-10-17 2016-02-12
10000 NEWFIELD EXPL CO 5.75% 30 JAN 2022   2013-06-06 2016-02-26
10000 CROWN AMERS LLC / 6.25% DUE 02-01-2021   2012-11-29 2016-02-29
10000 GEO GROUP INC SR NT 6.625 2-15-2021   2013-12-09 2016-04-18
5000 LSB INDS INC 7.75 DUE 08-01-2019   2013-07-31 2016-05-12
10000 ANCESTRY COM INC 11% DUE 12-15-2020   2012-12-17 2016-05-24
10000 ALLIANCE ONE INTL INC 9.875 DUE 07-15-2021 BEO   2013-07-26 2016-05-25
5000 PVTPL VIKING CRUISES LTD SR NT 8.5 DUE 10-15-2022   2012-10-12 2016-05-25
10000 RESOLUTE FST PRODS 5.875% DUE 05-15-2023   2013-04-26 2016-05-26
5000 SPIRIT AEROSYSTEMS 6.75 DUE 12-15-2020   2013-11-21 2016-07-01
10000 SPIRIT AEROSYSTEMS 6.75 DUE 12-15-2020   2013-12-06 2016-07-01
10000 CELANESE US HLDGS 5.875% DUE 06-15-2021   2011-08-09 2016-07-19
5000 PVTPL UPCB FIN V LTD SECD 144A 7.25% DUE11-15-2021/11-16-2011 BEO   2013-12-13 2016-08-24
8500 PVTPL UPCB FIN V LTD SECD 144A 7.25% DUE11-15-2021/11-16-2011 BEO   2012-08-22 2016-08-24
1000 SBA 5.75 DUE 07-15-2020   2012-11-08 2016-09-02
5000 SBA 5.75 DUE 07-15-2020   2012-10-23 2016-09-02
5000 BOYD GAMING CORP 9 DUE 07-01-2020   2013-06-25 2016-09-06
10000 PVTPL SR NT 1ST LEIN 144A 5.625% DUE 10-15-2020/10-07-2013 BEO   2013-11-20 2016-09-07
5000 FERRELLGAS 8.625% DUE 06-15-2020   2013-10-11 2016-09-13
4000 SBA 5.75 DUE 07-15-2020   2012-11-08 2016-09-15
10000 PVTPL BOMBARDIER INC 144 7.45 DUE 05-01-2034 BEO   2014-05-14 2016-09-19
10000 CHES ENERGY SR NT 6.625 DUE 08-15-2020   2013-01-16 2016-09-20
5000 STONEMOR PARTNERS 7.875% DUE 06-01-2021   2013-05-20 2016-11-21
15000 T-MOBILE USA INC 6.25% DUE 04-01-2021   2013-07-17 2016-11-21
5000 CCO HLDGS LLC / 5.25% DUE 09-30-2022   2013-02-06 2016-11-22
5000 CCO HLDGS LLC / 5.25% DUE 09-30-2022   2013-06-12 2016-11-22
25000 UNITED STATES OF AMER TREAS NOTES 0.125% INFL IDX 04-15-20   2015-04-30 2016-01-29
20000 UNITED STATES OF AMER TREAS NOTES 0.125%TIPS SNR 15/04/201   2015-04-30 2016-04-28
40000 US TREAS BDS INDEX LINKED 2.00 DUE 01-15-2026 REG   2016-04-28 2016-05-25
25000 UNITED STATES TREAS NTS DTD 01/15/2016 01-15-2026   2016-03-31 2016-07-21
25000 US TSY INFL IX TREAS BD 0.625 01-15-2024NT DUE 01-15-2024   2016-04-28 2016-07-28
5000 UNITED STATES TREAS NTS DTD 01/15/2016 01-15-2026   2016-03-31 2016-07-28
5000 US TSY INFL IX TREAS BD 0.625 01-15-2024NT DUE 01-15-2024   2016-04-28 2016-08-31
5000 UNITED STATES TREAS NTS DTD 01/15/2016 01-15-2026   2016-03-31 2016-08-31
5000 US TREAS NTS TIPS DTD 07-15-2011 07-15-2021   2016-07-28 2016-08-31
5000 US TREAS BDS INDEX LINKED 2.00 DUE 01-15-2026 REG   2016-07-28 2016-09-28
5000 UNITED STATES OF AMER INFL INDXD TREAS NOTES 0.25% TB 01-   2016-07-28 2016-09-28
5000 US TREAS NTS INDEX LINKED 1.625 DUE 01-15-2018 REG   2016-05-25 2016-09-28
5000 US TREAS NTS INDEX LINKED 1.875 DUE 07-15-2019 REG   2016-07-28 2016-09-28
5000 UNITED STATES TREAS NTS DTD 01/15/2016 01-15-2026   2016-03-31 2016-09-28
5000 US TSY INFL IX TREAS BD 0.625 01-15-2024NT DUE 01-15-2024   2016-04-28 2016-11-29
5000 US TREAS NTS INDEX LINKED 1.625 DUE 01-15-2018 REG   2016-05-25 2016-11-29
5000 US OF AMER TREAS NOTES IDX LKD NT 1.375 NTS TIPS 1/15/2020   2016-07-28 2016-11-29
5000 UNITED STATES TREAS NTS DTD 01/15/2016 01-15-2026   2016-03-31 2016-11-29
5000 US TREAS NTS TIPS DTD 07-15-2011 07-15-2021   2016-07-28 2016-11-29
45000 US TREAS NTS INDEX LINKED 1.875 DUE 07-15-2019 REG   2009-08-26 2015-12-29
25000 UNITED STATES TREAS NTS 0.125% INDEX LINKED 01-15-2022   2012-01-31 2015-12-29
15000 UNITED STATES OF AMER TREAS NOTES 0.125%TIPS SNR 15/04/201   2013-01-31 2015-12-29
25000 UNITED STATES TREAS INFL INDEXED NTS .125% 01-15-2023   2013-01-31 2015-12-29
30000 US TSY INFL IX TREAS BD 0.625 01-15-2024NT DUE 01-15-2024   2014-05-30 2016-01-29
80000 UNITED STATES TREAS NTS INDEX LINKED 2.375 DUE 01-15-2017   2010-04-29 2016-01-29
35000 US TREAS NTS TIPS DTD 07-15-2011 07-15-2021   2011-09-29 2016-01-29
20000 UNITED STATES OF AMER INFL INDXD TREAS NOTES 0.25% TB 01-   2015-01-30 2016-03-31
25000 UNITED STATES OF AMER TREAS NOTES 0.125%TIPS SNR 15/04/201   2013-01-31 2016-03-31
15000 UNITED STATES TREAS INFL INDEXED NTS .125% 07-15-2022   2012-11-30 2016-03-31
15000 UNITED STATES OF AMER TREAS NOTES INFLATION INDEXED 0.125   2013-04-30 2016-03-31
240000 UNITED STATES OF AMER TREAS NOTES 0.125%TIPS SNR 15/04/201   2014-01-31 2016-04-28
30000 UNITED STATES OF AMER TREAS NOTES 0.125% INFL IDX 04-15-20   2015-04-30 2016-05-25
25000 UNITED STATES TREAS NTS 0.125% INDEX LINKED 01-15-2022   2012-01-31 2016-05-25
5000 US OF AMER TREAS NOTES IDX LKD NT 1.375 NTS TIPS 1/15/2020   2010-01-29 2016-06-29
15000 UNITED STATES OF AMER TREAS NOTES DTD 07/16/2007 07-15-201   2009-08-26 2016-07-21
60000 UNITED STATES OF AMER TREAS NOTES DTD 07/16/2007 07-15-201   2009-08-26 2016-07-28
15000 US TREAS NTS INDEX LINKED NOTES 1.375 DUE 07-15-2018 REG   2010-05-24 2016-07-28
5000 USA TREASURY NTS 1.125% TIPS 15/1/21 USD1000 01-15-2021   2011-03-28 2016-07-28
15000 UNITED STATES TREAS INFL INDEXED NTS 0.125C 04-15-2019   2014-07-31 2016-08-31
15000 UNITED STATES OF AMER TREAS NOTES 1.25 07-15-2020   2010-07-30 2016-08-31
10000 USA TREASURY NTS 1.125% TIPS 15/1/21 USD1000 01-15-2021   2011-03-28 2016-08-31
5000 UNITED STATES OF AMER TREAS NOTES INFLATION INDEXED 0.125   2013-04-30 2016-08-31
5000 UNITED STATES TREAS NTS TIPS .375 07-15-2023   2013-07-31 2016-08-31
5000 UNITED STATES OF AMER TREAS NOTES INFLATION INDEX 0.125 NT   2014-07-31 2016-08-31
10000 UNITED STATES TREAS INFL NTS 0.375% DTD 07/15/2015 07-1   2015-07-31 2016-08-31
5000 US TREAS NTS INDEX LINKED 2.125 01-15-2019 REG   2010-11-29 2016-09-28
5000 USA TREASURY NTS 1.125% TIPS 15/1/21 USD1000 01-15-2021   2011-03-28 2016-09-28
5000 UNITED STATES TREAS INFL INDEXED NTS .125% 07-15-2022   2012-09-28 2016-09-28
5000 UNITED STATES OF AMER TREAS NOTES INFLATION INDEXED 0.125   2013-04-30 2016-09-28
5000 UNITED STATES TREAS NTS TIPS .375 07-15-2023   2013-07-31 2016-09-28
5000 UNITED STATES TREAS INFL NTS 0.375% DTD 07/15/2015 07-1   2015-07-31 2016-09-28
5000 US TREAS INFL INDEXED BONDS 2.375 DUE 01-15-2025 BEO   2015-01-30 2016-11-29
5000 UNITED STATES TREAS INFL INDEXED NTS 0.125C 04-15-2019   2014-07-31 2016-11-29
5000 US TREAS NTS INDEX LINKED NOTES 1.375 DUE 07-15-2018 REG   2010-05-24 2016-11-29
5000 UNITED STATES TREAS INFL INDEXED NTS .125% 07-15-2022   2012-09-28 2016-11-29
5000 UNITED STATES TREAS NTS TIPS .375 07-15-2023   2013-07-31 2016-11-29
5000 UNITED STATES OF AMER TREAS NOTES INFLATION INDEX 0.125 NT   2014-07-31 2016-11-29
5000 UNITED STATES TREAS INFL NTS 0.375% DTD 07/15/2015 07-1   2015-07-31 2016-11-29
8345.15 Longleaf Partners   2015-11-12 2015-12-14
234575.69 Longleaf Partners   2014-11-12 2015-12-14
2535.38 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2016-01-06 2015-12-04
630.2 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2016-01-11 2015-12-04
1065.59 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2016-01-19 2015-12-04
0.64 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2016-02-03 2016-02-03
1.46 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2016-02-03 2015-12-17
1.6 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2016-02-03 2015-12-17
2.59 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2016-02-03 2015-12-17
4.7 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2016-02-03 2016-01-25
3309.45 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2016-02-03 2015-12-04
1739.48 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2016-02-09 2016-02-05
554.72 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2016-02-22 2016-02-05
3044.07 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2016-02-29 2016-02-05
1475.48 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2016-03-02 2016-02-05
1206.51 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2016-03-07 2016-02-05
1830.36 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2016-04-26 2016-04-11
1399.27 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2016-05-04 2016-04-11
1268.53 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2016-05-09 2016-04-11
1577.91 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2016-05-11 2016-04-11
1570.01 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2016-06-01 2016-05-17
1623.67 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2016-07-05 2016-05-17
222.77 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2016-07-06 2016-05-17
1549.8 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2016-08-01 2016-07-15
1968.5 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2016-08-12 2016-07-15
34.43 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2016-09-07 2016-09-06
657.79 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2016-09-07 2016-07-15
679.74 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2016-09-07 2016-08-24
446.88 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2016-09-26 2016-07-15
1296.39 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2016-09-30 2016-07-15
986.53 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2016-10-12 2016-07-15
247.78 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2016-10-27 2016-07-15
1480.75 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2016-11-01 2016-07-15
1210.06 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2016-11-08 2016-07-15
1976.29 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2016-11-15 2016-07-15
29080.12 MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED   2016-11-28 2016-07-15
Nippon Value Investors JET - Flow-thru from schedule K-1     2015-12-31
Nippon Value Investors JET - Flow-thru from schedule K-1     2015-12-31
Highclere - Flow-thru from schedule K-1     2015-12-31
Highclere - Flow-thru from schedule K-1     2015-12-31
Hoplite   2003-07-01 2015-11-30
CamCap Energy Offshore     2015-11-30
CamCap Resources Offshore     2015-11-30
Weiss Multi Strategy     2015-11-30
Capital Gains Dividends P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 250   318 -68
b 750   852 -102
c 10,450   10,700 -250
d 38   11,100 -11,062
e 4,750   5,075 -325
5,038   5,075 -37
9,500   9,725 -225
4,938   4,708 230
5,719   5,363 356
4,188   5,038 -850
5,200   5,163 37
3,675   3,925 -250
8,200   8,052 148
646   646 0
5,000   5,244 -244
5,000   5,075 -75
6,300   9,825 -3,525
2,414   5,063 -2,649
1,125   15,675 -14,550
88   3,913 -3,825
5,450   5,488 -38
5,184   5,313 -129
5,540   5,281 259
9,600   10,000 -400
4,500   4,713 -213
9,875   10,025 -150
9,638   10,113 -475
2,338   5,275 -2,937
4,675   10,550 -5,875
5,244   5,338 -94
8,230   8,410 -180
8,400   10,575 -2,175
5,197   5,563 -366
5,175   5,099 76
5,211   5,274 -63
21,000   21,700 -700
5,194   5,069 125
5,200   5,138 62
10,400   10,775 -375
10,636   11,225 -589
16,123   14,925 1,198
4,438   4,963 -525
4,438   4,956 -518
7,550   10,075 -2,525
7,413   7,543 -130
9,202   10,450 -1,248
10,313   10,900 -587
10,368   10,625 -257
5,038   5,000 38
10,900   10,000 900
8,900   9,854 -954
4,450   5,000 -550
7,450   9,906 -2,456
5,169   5,381 -212
10,338   10,763 -425
11,475   10,050 1,425
5,000   5,438 -438
8,500   9,308 -808
1,029   1,048 -19
5,144   5,250 -106
5,225   4,975 250
10,469   10,052 417
5,000   5,225 -225
4,115   4,190 -75
8,594   10,000 -1,406
8,900   10,825 -1,925
4,713   4,963 -250
15,581   15,638 -57
5,200   5,056 144
5,200   4,888 312
25,424   25,954 -530
21,080   21,341 -261
55,501   55,570 -69
26,510   26,364 146
26,904   26,849 55
5,317   5,277 40
5,374   5,389 -15
5,294   5,296 -2
5,557   5,594 -37
7,126   7,130 -4
5,181   5,166 15
5,916   5,968 -52
6,045   6,052 -7
5,331   5,289 42
5,263   5,397 -134
5,903   5,984 -81
5,851   5,920 -69
5,133   5,304 -171
5,516   5,602 -86
53,076   50,821 2,255
25,405   27,365 -1,960
15,660   16,880 -1,220
24,620   27,573 -2,953
30,817   31,658 -841
96,476   102,272 -5,796
37,844   38,399 -555
20,177   20,454 -277
26,389   28,017 -1,628
15,728   16,970 -1,242
15,652   16,554 -902
252,958   267,044 -14,086
30,902   31,140 -238
26,449   27,370 -921
5,904   5,573 331
17,977   18,417 -440
71,736   73,733 -1,997
17,380   17,082 298
5,835   5,555 280
15,570   15,756 -186
17,572   16,744 828
11,626   11,152 474
5,241   5,607 -366
5,317   5,156 161
5,103   5,000 103
10,404   10,093 311
5,962   6,250 -288
5,852   5,568 284
5,357   5,700 -343
5,257   5,600 -343
5,360   5,149 211
5,248   5,040 208
7,362   7,865 -503
5,194   5,260 -66
5,791   5,724 67
5,252   5,715 -463
5,231   5,164 67
4,987   5,008 -21
5,063   5,054 9
176,583   199,677 -23,094
4,963,622   5,915,859 -952,237
25,633   25,658 -25
6,371   6,378 -7
10,773   10,784 -11
6   6 0
15   15 0
16   16 0
26   26 0
48   47 1
33,491   33,492 -1
17,604   17,604 0
5,614   5,614 0
30,806   30,806 0
14,932   14,932 0
12,198   12,210 -12
18,542   18,542 0
14,189   14,175 14
12,863   12,850 13
16,000   15,984 16
15,904   15,920 -16
16,480   16,464 16
2,261   2,259 2
15,730   15,730 0
20,000   19,980 20
349   349 0
6,677   6,677 0
6,899   6,906 -7
4,531   4,536 -5
13,132   13,158 -26
9,994   10,013 -19
2,510   2,515 -5
15,000   15,030 -30
12,270   12,282 -12
20,000   20,059 -59
294,000   295,163 -1,163
2,701     2,701
164,860     164,860
    91,047 -91,047
    152,678 -152,678
5,368,595   2,099,260 3,269,335
67,918   67,918 0
201,582   201,468 114
106,610   106,610 0
24,440     24,440
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
b       -102
c       -250
d       -11,062
e       -325
      -37
      -225
      230
      356
      -850
      37
      -250
      148
      0
      -244
      -75
      -3,525
      -2,649
      -14,550
      -3,825
      -38
      -129
      259
      -400
      -213
      -150
      -475
      -2,937
      -5,875
      -94
      -180
      -2,175
      -366
      76
      -63
      -700
      125
      62
      -375
      -589
      1,198
      -525
      -518
      -2,525
      -130
      -1,248
      -587
      -257
      38
      900
      -954
      -550
      -2,456
      -212
      -425
      1,425
      -438
      -808
      -19
      -106
      250
      417
      -225
      -75
      -1,406
      -1,925
      -250
      -57
      144
      312
      -530
      -261
      -69
      146
      55
      40
      -15
      -2
      -37
      -4
      15
      -52
      -7
      42
      -134
      -81
      -69
      -171
      -86
      2,255
      -1,960
      -1,220
      -2,953
      -841
      -5,796
      -555
      -277
      -1,628
      -1,242
      -902
      -14,086
      -238
      -921
      331
      -440
      -1,997
      298
      280
      -186
      828
      474
      -366
      161
      103
      311
      -288
      284
      -343
      -343
      211
      208
      -503
      -66
      67
      -463
      67
      -21
      9
      -23,094
      -952,237
      -25
      -7
      -11
      0
      0
      0
      0
      1
      -1
      0
      0
      0
      0
      -12
      0
      14
      13
      16
      -16
      16
      2
      0
      20
      0
      0
      -7
      -5
      -26
      -19
      -5
      -30
      -12
      -59
      -1,163
      2,701
      164,860
      -91,047
      -152,678
      3,269,335
      0
      114
      0
      24,440
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 2,145,595
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 4,818,478 84,269,158 0.057180
2013 4,606,561 86,526,802 0.053239
2012 4,452,982 83,492,288 0.053334
2011 4,665,661 80,611,287 0.057879
2010 4,697,166 81,463,760 0.057660
2
Total of line 1, column (d) .....................
20.279292
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
0.055858
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
76,350,585
5
Multiply line 4 by line 3......................
5
4,264,791
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
23,829
7
Add lines 5 and 6........................
7
4,288,620
8
Enter qualifying distributions from Part XII, line 4.............
8
4,699,331
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 23,829
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 23,829
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 23,829
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 79,478
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 79,478
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 55,649
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet55,649 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
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. 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 ofbulletMr David H Hopfenberg Telephone no.bullet (617) 824-1000

    Located atbullet222 Berkeley Street 18th FloorBostonMA ZIP+4bullet02116
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    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
    Penelope Stamps President
    0.00     		0 0 0
    Seven Osprey Lane
    Key Largo,FL33037
    E Roe Stamps IV Treasurer
    0.00     		0 0 0
    Seven Osprey Lane
    Key Largo,FL33037
    David H Hopfenberg Clerk
    0.00     		0 0 0
    222 Berkeley Street 18th Floor
    Boston,MA02116
    Elizabeth Anne Stamps Vice-President
    0.00     		0 0 0
    3725 Leafy Way
    Coconut Grove,FL33133
    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
    Randy McDow Consulting Services 140,552
    PO Box 98374
    Atlanta,GA30359
    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
    14,122,002
    b
    Average of monthly cash balances.......................
    1b
    45,013
    c
    Fair market value of all other assets (see instructions)................
    1c
    63,346,269
    d
    Total (add lines 1a, b, and c).........................
    1d
    77,513,284
    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
    77,513,284
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,162,699
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    76,350,585
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,817,529
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    3,817,529
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    23,829
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    23,829
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,793,700
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,793,700
    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
    3,793,700
    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
    4,699,331
    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
    4,699,331
    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
    23,829
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    4,675,502
    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 3,793,700
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 777,784
    b From 2011...... 678,849
    c From 2012...... 427,092
    d From 2013...... 308,811
    e From 2014...... 758,888
    fTotal of lines 3a through e........ 2,951,424
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 4,699,331
    a Applied to 2014, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2015 distributable amount..... 3,793,700
    e Remaining amount distributed out of corpus 905,631
    5 Excess distributions carryover applied to 2015. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 3,857,055
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		777,784
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		3,079,271
    10 Analysis of line 9:
    a Excess from 2011.... 678,849
    b Excess from 2012.... 427,092
    c Excess from 2013.... 308,811
    d Excess from 2014.... 758,888
    e Excess from 2015.... 905,631
    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).)
    Penelope Stamps
    E Roe Stamps IV
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    American Red Cross
    335 DE 27th Avenue
    Miami,FL33135     		None PC Unrestricted Donation 13,251
    Baptist Health Foundation
    6855 Red Road
    Coral Gables,FL33143     		None PC Unrestricted Donation 500
    Chicago Community Trust
    111 East Wacker Drive Suite 1400
    Chicago,IL60601     		None PC Unrestricted Donation 4,046,123
    Eisenhower Fellows
    250 South 16th Street
    Philadelphia,PA19102     		None PC Unrestricted Donation -500
    Elizabethtown College
    One Alpha Drive
    Elizabethtown,PA170222298     		None PC Unrestricted Donation 510
    Fairchild Tropical Garden
    10901 Old Cutler Road
    Coral Gables,FL331564296     		None PC Unrestricted Donation 24,525
    Friends Of Norris Cotton Cancer Center
    PO Box 1098
    Norwich,VT05055     		None PC Unrestricted Donation 250
    Georgia Tech Foundation
    177 North Avenue
    Atlanta,GA303320220     		None PC Unrestricted Donation 14,000
    Humane Society of Greater Miami
    16101 West Dixie Hwy
    North Miami Beach,FL33160     		None PC Unrestricted Donation 28,500
    Jefferson Scholars Foundation
    University of Virginia - PO Box
    400891
    Charlottesville,VA22904     		None PC Unrestricted Donation 7,757
    Keys Children's Foundation
    24 Dockside Lane PMB 139
    Key Largo,FL33037     		None PC Unrestricted Donation 500
    Lowe Art Museum
    Univ of Miami 1301 Stanford Drive
    Coral Gables,FL33124     		None PC Unrestricted Donation 1,000
    Lucy Mackenzie Humane Society
    4832 Route 44
    West Windsor,VT05037     		None PC Unrestricted Donation 1,250
    Memorial Sloan Kettering Cancer Center
    1275 York Avenue
    New York,NY10065     		None PC Unrestricted Donation 985
    Miami University
    301 S Campus Avenue Rm 121
    Oxford,OH450563427     		None PC Unrestricted Donation 69,268
    Museum Of Modern Art
    11 West 53rd Street
    New York,NY10019     		None PC Unrestricted Donation 84
    National MS Society
    3201 West Commercial Blvd 127
    Fort Lauderdale,FL33309     		None PC Unrestricted Donation 250
    ORCAT
    97 S Harbor Drive
    Key Largo,FL33037     		None PC Unrestricted Donation 9,853
    Perez Art Museum Miami
    1103 Biscayne Blvd
    Miami,FL33132     		None PC Unrestricted Donation 900
    Purdue University
    610 Purdue Mall
    West Lafayette,IN479072040     		None PC Unrestricted Donation 223,845
    The Buoniconti Fund
    1095 NW 14th Terrace
    Miami,FL33136     		None PC Unrestricted Donation 5,000
    University of California Berkeley
    210 Sproul Hall 1964
    Berkeley,CA947201964     		None PC Unrestricted Donation 2,738
    University of Miami
    1320 S Dixie Hwy Ste 300
    Coral Gables,FL33146     		None PC Unrestricted Donation 10,192
    University Of Michigan
    Wolverine Tower 3003 S State Street
    Ann Arbor,MI48109     		None PC Unrestricted Donation 6,879
    Women of Tomorrow Mentor & Scholarship
    111 NE 1st Street Suite 912
    Miami,FL33132     		None PC Unrestricted Donation 10,000
    Action Against Hunger
    One Whitehall Street 2nd Floor
    New York,NY10004     		None PC Unrestricted Donation 7,500
    Big Brothers Big Sisters
    552 NW 42nd Avenue
    Miami,FL33126     		None PC Unrestricted Donation 3,800
    Montgomery Botanical Center
    11901 Old Cutler Rd
    Coral Gables,FL33156     		None PC Unrestricted Donation 1,000
    St Jude
    PO Box 790408
    St Louis,MO63179     		None PC Unrestricted Donation 1,000
    Total .................................bullet 3a 4,490,960
    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 ...........     		    14 195,680  
    4 Dividends and interest from securities....     14 327,479  
    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.....     14 18,135  
    8
    Gain or (loss) from sales of assets other than inventory ............     		    18 2,145,595  
    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 2,686,889 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    132,686,889
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

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

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


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


    Software ID:  
    Software Version:  


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

    04-2943910
    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
    Stamps Family Charitable Foundation Inc
          		Employer identification number
    04-2943910
    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
     
     

    E Roe Stamps IV  
    Seven Osprey Lane
     
    Key Largo, FL33037

    		$ 1,240,469


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

    Penelope W Stamps  
    Seven Osprey Lane
     
    Key Largo, FL33037

    		$ 2,837,347


    (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
    Stamps Family Charitable Foundation Inc
          		Employer identification number

    04-2943910
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 58430 shares BNC Bancorp $ 1,240,469 2016-04-05
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 133648 shares BNC Bancorp $ 2,837,347 2016-04-05
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 4
    Name of organization
    Stamps Family Charitable Foundation Inc
          		Employer identification number

    04-2943910
    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 InvestmentsCorpBondsSchedule
    Name:
    Stamps Family Charitable Foundation Inc
    EIN:
    04-2943910
    Name of Bond End of Year Book Value End of Year Fair Market Value
    Northern - NT Ultra 10,142,180 10,108,043
    Northern - PIMCO 144,838 0
    Northern - TIPS 4,890,802 4,992,626

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    Stamps Family Charitable Foundation Inc
    EIN:
    04-2943910
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Developer Fianance Corporation 851,183 766,666
    DFA 4,368,569 3,966,874
    Northern - KDP & M 1,590,179 1,601,565
    Northern - Mutual Funds 983,273 1,223,758

    TY 2015 InvestmentsOtherSchedule2
    Name:
    Stamps Family Charitable Foundation Inc
    EIN:
    04-2943910
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Bay Pond AT COST 1,664,604 9,624,487
    Cevian AT COST 7,000,025 7,260,542
    Hawkes Bay AT COST 3,397,584 7,377,895
    Highclere AT COST 4,798,651 4,678,594
    Hoplite AT COST 0 0
    Landowne AT COST 10,000,000 9,665,060
    Silchester JET AT COST 3,461,124 3,547,815
    Spindrift AT COST 1,131,758 2,413,659
    Summit Partners Concentrated Growth AT COST 5,000,000 5,477,922
    Summit Partners Sustainable Growth AT COST 5,000,000 4,580,233
    Thirteen Partners AT COST 1,306,781 1,971,937

    TY 2015 OtherExpensesSchedule
    Name:
    Stamps Family Charitable Foundation Inc
    EIN:
    04-2943910
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Portfolio Deductions 63,399 63,399   0
    Office 10,860 10,860   0
    Filing Fees 19 19   0


    TY 2015 OtherIncomeSchedule2
    Name:
    Stamps Family Charitable Foundation Inc
    EIN:
    04-2943910
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Northern - KDP&M 700 700 700
    Northern - Cash -31,627 0 -31,627
    Nippon Value Investors JET 54,914 54,914 54,914
    Highclere -5,852 -5,852 -5,852


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    Stamps Family Charitable Foundation Inc
    EIN:
    04-2943910
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Management Fees 12,532 12,532   0
    Custody Fees 11,216 11,216   0
    Other 198,053 198,053   198,053


    TY 2015 SubstantialContributorsSch
    Name:
    Stamps Family Charitable Foundation Inc
    EIN:
    04-2943910
    Name Address
    E Roe Stamps IV Seven Osprey Lane
    Key Largo,FL33037


    TY 2015 TaxesSchedule
    Name:
    Stamps Family Charitable Foundation Inc
    EIN:
    04-2943910
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Federal Excise Taxes (sect. 4940) 90,891 0   0
    Foreign Taxes 29,254 29,254   0