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
HERMAN AND FRIEDA L MILLER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)77 SUMMER STREET - 8TH FLOOR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA021101006
A Employer identification number

13-7131926
B Telephone number (see instructions)

(617) 426-7080
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$43,353,559J 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 11,029 11,029  
4 Dividends and interest from securities... 1,298,278 1,345,615  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 308,816
b Gross sales price for all assets on line 6a 8,390,997
7 Capital gain net income (from Part IV, line 2)... 308,816
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 450,165 150,204  
12 Total. Add lines 1 through 11........ 2,068,288 1,815,664  
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)....... Click to see attachment 6,000 0   6,000
c Other professional fees (attach schedule).... Click to see attachment 210,720 102,979   107,741
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 17,129 5,090   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 541 0   541
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 37,568 173,104   543
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 271,958 281,173   114,825
25 Contributions, gifts, grants paid....... 2,865,483 2,865,483
26 Total expenses and disbursements. Add lines 24 and 25 3,137,441 281,173   2,980,308
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,069,153
b Net investment income (if negative, enter -0-) 1,534,491
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............. 394,843 124,881 124,881
2 Savings and temporary cash investments......... 183,272 182,212 182,212
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   50,964    
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) 7,147,256 Click to see attachment6,848,184 6,848,184
b Investments—corporate stock (attach schedule)....... 22,963,657 Click to see attachment22,800,379 22,800,379
c Investments—corporate bonds (attach schedule)....... 4,250,497 Click to see attachment3,858,795 3,858,795
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 9,242,903 Click to see attachment9,539,108 9,539,108
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) 44,233,392 43,353,559 43,353,559
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........ 35,086,060 35,086,060
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 9,147,332 8,267,499
30 Total net assets or fund balances (see instructions)..... 44,233,392 43,353,559
31 Total liabilities and net assets/fund balances (see instructions). 44,233,392 43,353,559
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
44,233,392
2
Enter amount from Part I, line 27a .....................
2
-1,069,153
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
189,320
4
Add lines 1, 2, and 3 ..........................
4
43,353,559
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
43,353,559
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 CORPORATE STOCK      
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 8,390,997   8,082,181 308,816
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       308,816
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 2 308,816
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 2,986,525 49,012,107 0.060934
2013 2,870,674 51,906,172 0.055305
2012 2,820,253 49,090,817 0.057450
2011 2,726,068 46,367,348 0.058793
2010 2,576,664 45,527,869 0.056595
2
Total of line 1, column (d) .....................
20.289077
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
0.057815
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
43,672,311
5
Multiply line 4 by line 3......................
5
2,524,915
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
15,345
7
Add lines 5 and 6........................
7
2,540,260
8
Enter qualifying distributions from Part XII, line 4.............
8
2,980,308
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 15,345
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 15,345
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 15,345
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 29,135
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 29,135
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 13,790
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet13,790 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    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 addressbulletN/A
    14
    The books are in care ofbulletGMA FOUNDATIONS INC Telephone no.bullet (617) 426-7080

    Located atbullet77 SUMMER ST 8TH FLBOSTONMA 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
    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
    MYRON MILLER CO GMA FOUNDATIONSINC TRUSTEE
    5.00     		0 0 0
    77 SUMMER ST
    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
    GMA FOUNDATIONS INC DONOR SERVICES 107,741
    77 SUMMER STREET 8TH FLOOR
    BOSTON,MA02110
    MORGAN STANLEY INVESTMENT FEES 69,530
    53 STATE STREET
    BOSTON,MA02109
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A 0
    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
    33,934,731
    b
    Average of monthly cash balances.......................
    1b
    863,533
    c
    Fair market value of all other assets (see instructions)................
    1c
    9,539,108
    d
    Total (add lines 1a, b, and c).........................
    1d
    44,337,372
    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
    44,337,372
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    665,061
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    43,672,311
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,183,616
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    2,183,616
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    15,345
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    15,345
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,168,271
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    65,000
    5
    Add lines 3 and 4............................
    5
    2,233,271
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    2,233,271
    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
    2,980,308
    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
    2,980,308
    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
    15,345
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,964,963
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2014     		(c)
    2014     		(d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 2,233,271
    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...... 361,885
    b From 2011...... 510,687
    c From 2012...... 421,110
    d From 2013...... 323,817
    e From 2014...... 586,065
    fTotal of lines 3a through e........ 2,203,564
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 2,980,308
    a Applied to 2014, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2015 distributable amount..... 2,233,271
    e Remaining amount distributed out of corpus 747,037
    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 2,950,601
    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) ...     		361,885
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		2,588,716
    10 Analysis of line 9:
    a Excess from 2011.... 510,687
    b Excess from 2012.... 421,110
    c Excess from 2013.... 323,817
    d Excess from 2014.... 586,065
    e Excess from 2015.... 747,037
    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 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
    ALLSTONBRIGHTON COMMUNITY DEVELOPMENT
    20 LINDEN STREET SUITE 288
    ALLSTON,MA02134     		  PUBLIC CHARITY NEIGHBORHOOD STABILIZATION ACQUISITION PROGRAM TO INCREASE DIVERSE OWNER-OCCUPANCY 40,000
    ALTERNATIVES FOR COMMUNITY & ENVIRONMENT
    2201 WASHINGTON STREET SUITE 302
    ROXBURY,MA02119     		  PUBLIC CHARITY GENERAL OPERATING SUPPORT 25,000
    BOSTON AFFORDABLE HOUSING COALITION DBA MA ALLIANCE OF HUD TENANTS
    42 SEAVERNS AVENUE
    JAMAICA PLAIN,MA02130     		  PUBLIC CHARITY FOR SAVE OUR HOMES CAMPAIGN 45,000
    BOSTON ALLIANCE OF GAY AND LESBIAN YOUTH
    PO BOX 960814
    BOSTON,MA02196     		  PUBLIC CHARITY GENERAL OPERATING SUPPORT 25,000
    BOSTON CHILDREN'S CHORUS
    112 SHAWMUT AVE SUITE 5B
    BOSTON,MA02118     		  PUBLIC CHARITY SOCIAL INTEGRATION INITIATIVE 40,000
    BOSTON COMMUNITY CAPITAL INC
    10 MALCOM X BOULEVARD
    BOSTON,MA02119     		  PUBLIC CHARITY GENERAL OPERATING SUPPORT 100,000
    BOSTON EDUCATION SKILLS & TRAINING CORP
    33 HARRISON AVE 3RD FLOOR
    BOSTON,MA02111     		  PUBLIC CHARITY YOUNG ADULT HOSPITALITY JOB RETENTION 29,438
    BOSTON TENANT COALITION INC
    14 BEACON STREET ROOM 606
    BOSTON,MA02108     		  PUBLIC CHARITY EXPANDING TENANT RIGHTS AND REAL AND PERMANENT AFFORDABILITY 50,000
    BRAZILIAN WORKER CENTER
    14 HARVARD AVENUE 2ND FLOOR
    ALLSTON,MA02134     		  PUBLIC CHARITY GENERAL OPERATING SUPPORT 50,000
    CENTER FOR LABOR ED & RESEARCH INC FBO STUDENT IMMIGRANT MOVEMENT
    3353 WASHINGTON STREET
    BOSTON,MA02130     		  PUBLIC CHARITY GENERAL OPERATING SUPPORT 50,000
    CENTRAL SQUARE THEATER
    450 MASSACHUSETTS AVENUE
    CAMBRIDGE,MA02139     		  PUBLIC CHARITY UNTOLD STORIES, 12/31/15 CHALLENGE 25,000
    CENTRAL SQUARE THEATER
    450 MASSACHUSETTS AVENUE
    CAMBRIDGE,MA02139     		  PUBLIC CHARITY UNTOLD STORIES, 4/30/16 CHALLENGE 25,000
    CENTRAL SQUARE THEATER
    450 MASSACHUSETTS AVENUE
    CAMBRIDGE,MA02139     		  PUBLIC CHARITY COMMUNITY CONNECTIVITY INITIATIVE AND CATALYST 2042 NEW PLAY PROGRAM 50,000
    CENTRAL SQUARE THEATER
    450 MASSACHUSETTS AVENUE
    CAMBRIDGE,MA02139     		  PUBLIC CHARITY UNTOLD STORIES CHALLENGE GRANT PART I 25,000
    CENTRO PRESENTE INC
    12 BENNINGTON ST SUITE 202
    EAST BOSTON,MA02128     		  PUBLIC CHARITY IMMIGRANT ORGANIZING FOR SOCIAL CHANGE 50,000
    CHELSEA COLLABORATIVE INC
    318 BROADWAY
    CHELSEA,MA02150     		  PUBLIC CHARITY GENERAL OPERATING SUPPORT 50,000
    CHELSEA NEIGHBORHOOD DEVELOPERS
    4 GERRISH AVENUE
    CHELSEA,MA02150     		  PUBLIC CHARITY CHELSEA THRIVES 30,000
    CHINESE PROGRESSIVE ASSOC
    28 ASH STREET
    BOSTON,MA02111     		  PUBLIC CHARITY GENERAL OPERATING SUPPORT 50,000
    CHINESE PROGRESSIVE ASSOC FBO IWCC
    28 ASH STREET
    BOSTON,MA02111     		  PUBLIC CHARITY GENERAL OPERATING SUPPORT 50,000
    CITIZENS HOUSING & PLANNING ASSOC FBO MASSACHUSETTS SMART GROWTH ALLIANC
    18 TREMONT STREET SUITE 401
    BOSTON,MA02108     		  PUBLIC CHARITY MA SMART GROWTH 2016-2017 50,000
    CITY LIFE VIDA URBANA
    284 AMORY STREET FIRST FLOOR
    JAMAICA PLAIN,MA02130     		  PUBLIC CHARITY FOR BOSTON HOUSING ORGANIZING PROJECT 60,000
    COMMUNITY LABOR UNITED INC
    6 BEACON STREET SUITE 910
    BOSTON,MA02108     		  PUBLIC CHARITY GENERAL OPERATING SUPPORT 50,000
    COMPANY ONE
    539 TREMONT STREET STUDIO 202
    BOSTON,MA02116     		  PUBLIC CHARITY COMMUNITY ENGAGEMENT DEPARTMENT 50,000
    COMPASS WORKING CAPITAL INC
    89 SOUTH ST SUITE 804
    BOSTON,MA02111     		  PUBLIC CHARITY FINANCIAL COACHING & SAVINGS PROGRAM OPT-OUT PILOT IN CAMBRIDGE PUBLIC HOUSING 50,000
    CONSERVATION LAW FOUNDATION
    62 SUMMER STREET
    BOSTON,MA02110     		  PUBLIC CHARITY LAWRENCE CANAL AND ALLEYWAYS PROJECT 90,000
    COURAGEOUS PARENTS NETWORK
    21 ROCHESTER ROAD
    NEWTON,MA02458     		  PUBLIC CHARITY AWARENESS & MESSAGING CAMPAIGN FOR ON-DEMAND RESOURCE FOR PARENTS OF SERIOUSLY ILL CHILDREN 35,800
    CRIMINAL JUSTICE POLICY COALITION
    549 COLUMBUS AVENUE
    BOSTON,MA02118     		  PUBLIC CHARITY IMPROVE SERVICES TO PEOPLE CONVICTED OF SEX OFFENSES 48,000
    DUDLEY STREET NEIGHBORHOOD INITIATIVE
    504 DUDLEY STREET
    ROXBURY,MA02119     		  PUBLIC CHARITY DEVELOPMENT WITHOUT DISPLACEMENT 20,000
    ESSEX COUNTY COMMUNITY ORGANIZATION
    74 SOUTH COMMON ST
    LYNN,MA01902     		  PUBLIC CHARITY GENERAL OPERATING SUPPORT 50,000
    GREATER BOSTON INTERFAITH ORGANIZATION
    PO BOX 190892
    ROXBURY,MA02119     		  PUBLIC CHARITY GENERAL OPERATING SUPPORT 65,000
    GREATER BOSTON LEGAL SERVICES FBO MA COALITION FOR DOMESTIC WORKERS
    197 FRIEND STREET 8TH FLOOR
    BOSTON,MA02114     		  PUBLIC CHARITY GENERAL OPERATING SUPPORT 50,000
    JOIN FOR JUSTICE
    359 BOYLSTON ST 4TH FLOOR
    BOSTON,MA02116     		  PUBLIC CHARITY JEWISH ORGANIZING FELLOWSHIP 65,000
    JUSTICE AT WORK
    192 SOUTH STREET SUITE 450
    BOSTON,MA02111     		  PUBLIC CHARITY FOR GENERAL OPERATING SUPPORT 40,000
    LAWRENCE COMMUNITY WORKS INC
    168 NEWBURY ST
    LAWRENCE,MA01841     		  PUBLIC CHARITY LAWRENCE WORKING FAMILIES INITIATIVE 30,000
    MA COMMUNITIES ACTION NETWORK (MCAN)
    150 MT VERNON ST SUITE 200E
    DORCHESTER,MA02125     		  PUBLIC CHARITY LEADING EDGE OF RACIAL AND ECONOMIC JUSTICE 75,000
    MA COMMUNITIES ACTION NETWORK FBO YOUTH JOBS COALITION
    14 CUSHING AVENUE
    DORCHESTER,MA02125     		  PUBLIC CHARITY FOR YJC GENERAL OPERATING SUPPORT 50,000
    MA IMMIGRANT & REFUGEE ADVOCACY COALITION
    ADVOCACY COALITION 105 CHAUNCY
    STREET 9TH FLOOR
    BOSTON,MA02111     		  PUBLIC CHARITY BUILDING POWER TOGETHER: GROWING LEADERS, ENGAGING NEW AMERICAN VOTERS CAMPAIGN 65,000
    MASS ASSOC OF COMMUNITY DEVELOPMENT CORP
    15 COURT SQUARE SUITE 600
    BOSTON,MA02108     		  PUBLIC CHARITY FOR COMMUNITY ENGAGEMENT & ADVOCACY 50,000
    MASS COALITION OCCUPATIONAL SAFETYHEALTH
    1532B DORCHESTER AVE
    DORCHESTER,MA02122     		  PUBLIC CHARITY GENERAL OPERATING SUPPORT 50,000
    MASS VOTER EDUCATION NETWORK INC
    41 WEST STREET SUITE 700
    BOSTON,MA02111     		  PUBLIC CHARITY GENERAL OPERATING SUPPORT 52,500
    MASSACHUSETTS BUDGET & POLICY CENTER
    15 COURT SQUARE SUITE 700
    BOSTON,MA02108     		  PUBLIC CHARITY GENERAL OPERATING SUPPORT 80,000
    MAYOR'S OFFICE OF NEW BOSTONIANS
    BOSTON CITY HALL RM 806 1 CITY HALL
    SQUARE
    BOSTON,MA02201     		  GOVERNMENT DACA/DAPA OUTREACH & EDUCATION PROJECT 25,000
    MERRIMACK VALLEY PROJECT INC
    1045 ESSEX STREET
    LAWRENCE,MA01841     		  PUBLIC CHARITY GENERAL OPERATING SUPPORT 35,000
    NATIONAL ALLIANCE ON MENTAL ILLNESS OF MA
    THE SCHRAFFT CENTER 529 MAIN ST
    SUITE 1M17
    BOSTON,MA02129     		  PUBLIC CHARITY CRIMINAL JUSTICE DIVERSION PROJECT 50,000
    NEIGHBOR TO NEIGHBOR MA EDUCATION FUND
    15 COURT SQUARE SUITE 345
    BOSTON,MA02108     		  PUBLIC CHARITY YOUR WORLD. YOUR POWER. YOUR LIBERATION. 70,000
    NORTH SHORE WORKERS COMMUNITY FUND FBO NEW LYNN COALITION
    112 EXCHANGE ST
    LYNN,MA01901     		  PUBLIC CHARITY NEW LYNN COALITION COMMUNITY BENEFITS CAMPAIGN 50,000
    NORTHEASTERN UNIVERSITY FBO BOSTON AREA RESEARCH INSTITUTE
    360 HUNTINGTON AVE
    BOSTON,MA02115     		  PUBLIC CHARITY FOR TRANSMITTING THE VALUE OF "BIG" DATA TO THE MASSES 49,745
    NORTHWEST ATLANTIC MARINE ALLIANCE
    PO BOX 7066
    GLOUCESTER,MA01930     		  PUBLIC CHARITY USHERING IN A NEW ERA OF VALUES-BASED LIVING MARINE ECONOMIES 50,000
    RIGHT TO THE CITY ALLIANCE FBO RIGHT TO THE CITY BOSTON
    388 ATLANTIC AVENUE
    BROOKLYN,NY11217     		  PUBLIC CHARITY FOR RIGHT TO THE CITY BOSTON 40,000
    SCHOLARS STRATEGY NETWORK
    675 MASSACHUSETTS AVE 8TH FL
    CAMBRIDGE,MA02139     		  PUBLIC CHARITY GENERAL OPERATING SUPPORT 40,000
    SOMERVILLE COMMUNITY CORPORATION INC
    337 SOMERVILLE AVENUE 2ND FLOOR
    SOMERVILLE,MA02143     		  PUBLIC CHARITY DEVELOPMENT WITHOUT DISPLACEMENT 60,000
    SOMERVILLE COMMUNITY CORPORATION INC
    337 SOMERVILLE AVENUE 2ND FLOOR
    SOMERVILLE,MA02143     		  PUBLIC CHARITY DEVELOPMENT WITHOUT DISPLACEMENT 30,000
    SOUTH BOSTON EN ACCION
    10 LOGAN WAY BASEMENT
    SOUTH BOSTON,MA02127     		  PUBLIC CHARITY GENERAL OPERATING SUPPORT 35,000
    TEENSCONNECT INC
    400 ATLANTIC AVE
    BOSTON,MA02110     		  PUBLIC CHARITY TEENSCONNECT SITE COORDINATION CAPACITY 50,000
    THE BOSTON FOUNDATION FBO THE CIVIC ENGAGEMENT INITIATIVE
    75 ARLINGTON ST 10TH FLOOR
    BOSTON,MA02116     		  PUBLIC CHARITY FOR THE CIVIC ENGAGEMENT INITIATIVE 45,000
    THE THEATER OFFENSIVE
    565 BOYLSTON ST 3RD FLOOR
    BOSTON,MA02116     		  PUBLIC CHARITY FOR OUT IN YOUR NEIGHBORHOOD 50,000
    THIRD SECTOR NEW ENGLAND FBO THE COMMONWEALTH SEMINAR
    89 SOUTH STREET SUITE 700
    BOSTON,MA02111     		  PUBLIC CHARITY MATCHING CHALLENGE GRANT 25,000
    THIRD SECTOR NEW ENGLAND FBO MASSACHUSETTS VOTER TABLE
    89 SOUTH STREET SUITE 700
    BOSTON,MA02111     		  PUBLIC CHARITY FOR MASSACHUSETTS VOTER TABLE 2016-2017 35,000
    UNITED TEEN EQUALITY CENTER
    15 WARREN STREET 3
    LOWELL,MA01852     		  PUBLIC CHARITY REGIONAL STREETWORKER LEARNING NETWORK 50,000
    UNITED TEEN EQUALITY CENTER
    15 WARREN STREET 3
    LOWELL,MA01852     		  PUBLIC CHARITY SOJUST & ORGANIZING 2016: PATHWAYS TO LEADERSHIP 40,000
    WALKBOSTON INC
    OLD CITY HALL 45 SCHOOL STREET
    BOSTON
    BOSTON,MA02108     		  PUBLIC CHARITY FURTHER STEPS TO ENGAGED COMMUNITIES 30,000
    WOMEN'S INSTITUTE FOR LEADERSHIP DEVELOPMENT
    DEVELOPMENT 108 MYRTLE ST 4TH FLOOR
    QUINCY,MA02171     		  PUBLIC CHARITY PROGRAM SUPPORT 35,000
    YOUTHBUILD USA FBO YOUTH ON BOARD
    58 DAY STREET
    SOMERVILLE,MA02144     		  PUBLIC CHARITY YOUTH ON BOARD FOR THE BOSTON STUDENT ADVISORY COUNCIL 50,000
    DEPT OF HOUSING AND COMMUNITY DEVELOPMENT
    100 CAMBRIDGE STREET
    BOSTON,MA02114     		  GOVERNMENT RECOVERY OF TAX CREDITS. -65,000
    Total .................................bullet 3a 2,865,483
    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 11,029  
    4 Dividends and interest from securities....     14 1,298,278  
    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 ............     		    18 308,816  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue:
    aPARTNERSHIP DISTRIBUTION     		        450,035
    bMISCELLANEOUS INCOME         130
    cRETURNED GRANTS         0
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,618,123 450,165
    13Total. Add line 12, columns (b), (d), and (e)..................
    132,068,288
    (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.)
    11A PARTNERSHIP DISTRIBUTIONS FROM INVESTMENT IN LIMITED PARTNERSHIP
    11B MISCELLANEOUS INCOME
    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:
    HERMAN AND FRIEDA L MILLER FOUNDATION
    EIN:
    13-7131926
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 6,000 0   6,000

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    HERMAN AND FRIEDA L MILLER FOUNDATION
    EIN:
    13-7131926
    Name of Bond End of Year Book Value End of Year Fair Market Value
    VARIOUS PUBLICLY TRADED SECURITIES 3,858,795 3,858,795

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    HERMAN AND FRIEDA L MILLER FOUNDATION
    EIN:
    13-7131926
    Name of Stock End of Year Book Value End of Year Fair Market Value
    VARIOUS PUBLICLY TRADED SECURITIES 22,800,379 22,800,379

    TY 2015 InvestmentsGovtObligationsSch
    Name:
    HERMAN AND FRIEDA L MILLER FOUNDATION
    EIN:
    13-7131926
    US Government Securities - End of Year Book Value:

    6,269,917
    US Government Securities - End of Year Fair Market Value:

    6,269,917
    State & Local Government Securities - End of Year Book Value:


    578,267
    State & Local Government Securities - End of Year Fair Market Value:


    578,267


    TY 2015 InvestmentsOtherSchedule2
    Name:
    HERMAN AND FRIEDA L MILLER FOUNDATION
    EIN:
    13-7131926
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BCM DISCOVERY OFFSHORE FUND FMV 3,168,991 3,168,991
    MOAB PARTNERS OFFSHORE FUND FMV 1,406,330 1,406,330
    COVALENT FMV 1,098,000 1,098,000
    OUTRIDER FMV 151,166 151,166
    TWIN OFFSHORE FMV 1,018,867 1,018,867
    COMMONWEALTH FMV 1,773,261 1,773,261
    MARBLEGATE SPECIAL OPP 16 FMV 197,608 197,608
    MARBLEGATE SPECIAL OPP 14 FMV 270,254 270,254
    MARBLEGATE SPECIAL OPP 13 FMV 400,477 400,477
    MARBLEGATE SPECIAL OPP 17 FMV 54,154 54,154

    TY 2015 OtherExpensesSchedule
    Name:
    HERMAN AND FRIEDA L MILLER FOUNDATION
    EIN:
    13-7131926
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE FILING FEES 500 0   500
    POSTAGE 43 0   43
    MISCELLANEOUS INVESTMENT DEDUCTIONS FROM K-1S 0 136,079   0
    BOND AMORTIZATION 37,025 37,025   0


    TY 2015 OtherIncomeSchedule2
    Name:
    HERMAN AND FRIEDA L MILLER FOUNDATION
    EIN:
    13-7131926
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    INCOME FROM PTP K-1S   123,297  
    ENTERPRISE PRODUCTS PARTNERS   18,744  
    MARKWEST ENERGY PARTNERS   1,884  
    ONEOK PARTNERS   6,279  
    PARTNERSHIP DISTRIBUTION 450,035   450,035
    MISCELLANEOUS INCOME 130   130


    TY 2015 OtherIncreasesSchedule
    Name:
    HERMAN AND FRIEDA L MILLER FOUNDATION
    EIN:
    13-7131926
    Description Amount
    UNREALIZED GAIN 189,320


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    HERMAN AND FRIEDA L MILLER FOUNDATION
    EIN:
    13-7131926
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GRANTS MANAGEMENT SERVICES 107,741 0   107,741
    INVESTMENT MANAGEMENT FEES 102,979 102,979   0


    TY 2015 TaxesSchedule
    Name:
    HERMAN AND FRIEDA L MILLER FOUNDATION
    EIN:
    13-7131926
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 7,000 0   0
    FOREIGN TAX 1,753 5,090   0
    ALT MIN TAX 8,376 0   0