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
MCLANEHARPER CHARITABLE FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)c/o PA McLane 200 Clarendon St FL56
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Boston, MA02116
A Employer identification number

04-2944189
B Telephone number (see instructions)

(617) 574-6700
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$34,439,393
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 12,207 12,207  
4 Dividends and interest from securities... 292,030 292,030  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 681,136
b Gross sales price for all assets on line 6a 8,972,630
7 Capital gain net income (from Part IV, line 2)... 681,136
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)....... 829,315 49,439  
12 Total. Add lines 1 through 11........ 1,814,688 1,034,812  
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)....... 32,489 32,489   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 33,900 3,220   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 61,313 61,313   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 127,702 97,022   0
25 Contributions, gifts, grants paid....... 1,702,186 1,702,186
26 Total expenses and disbursements. Add lines 24 and 25 1,829,888 97,022   1,702,186
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -15,200
b Net investment income (if negative, enter -0-) 937,790
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............. 558,676 484,667 484,667
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 10,896,318 Click to see attachment10,642,244 24,693,546
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 6,698,792 Click to see attachment6,863,175 9,261,180
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) 18,153,786 17,990,086 34,439,393
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) Click to see attachment410,000 Click to see attachment261,500
23 Total liabilities (add lines 17 through 22)......... 410,000 261,500
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 17,743,786 17,728,586
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 17,743,786 17,728,586
31 Total liabilities and net assets/fund balances (see instructions). 18,153,786 17,990,086
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
17,743,786
2
Enter amount from Part I, line 27a .....................
2
-15,200
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
17,728,586
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
17,728,586
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 COLUMBIA CONTRARIAN CORE FUND CLASS A   2015-03-05 2015-12-10
b COLUMBIA SELECT LGE CAP GWTH Z   2015-12-10 2016-08-25
c COLUMBIA SELECT LGE CAP GWTH Z   2016-06-17 2016-08-25
d FIRST EAGLE FUND OF AMERICA FUND CLASS A   2015-12-17 2016-02-18
e FIRST EAGLE FUND OF AMERICA FUND CLASS A   2015-12-17 2016-02-18
HOTCHKIS & WILEY HIGH YIELD I   2016-08-26 2016-11-15
INVESCO EUROPEAN GROWTH FUND CLASS A   2015-08-28 2016-08-26
LOOMIS SAYLES SR FLOATING RATE & FIXED INCOME FUND CLASS A   2015-08-27 2016-05-10
PIMCO SHORT TERM FUND CL A   2015-03-05 2016-01-07
PIMCO SHORT TERM FUND CL A   2015-05-29 2016-05-10
PIMCO SHORT TERM FUND CL A   2015-06-30 2016-05-10
PIMCO SHORT TERM FUND CL A   2015-07-31 2016-05-10
PIMCO SHORT TERM FUND CL A   2015-08-31 2016-05-10
PIMCO SHORT TERM FUND CL A   2015-09-30 2016-05-10
PIMCO SHORT TERM FUND CL A   2015-10-30 2016-05-10
PIMCO SHORT TERM FUND CL A   2015-11-30 2016-05-10
PIMCO SHORT TERM FUND CL A   2015-12-29 2016-05-10
PIMCO SHORT TERM FUND CL A   2015-12-31 2016-05-10
PIMCO SHORT TERM FUND CL A   2016-01-29 2016-05-10
PIMCO SHORT TERM FUND CL A   2016-02-29 2016-05-10
PIMCO SHORT TERM FUND CL A   2016-03-31 2016-05-10
PIMCO SHORT TERM FUND CL A   2016-04-29 2016-05-10
PUTNAM CAPITAL SPECTRUM A   2015-03-05 2016-02-18
PUTNAM CAPITAL SPECTRUM A   2015-12-07 2016-02-18
PUTNAM CAPITAL SPECTRUM A   2015-12-07 2016-02-18
PUTNAM CAPITAL SPECTRUM A   2015-12-07 2016-02-18
ANTERO MIDSTREAM PARTNERS LP MLP   2016-03-08 2016-07-19
ANTERO MIDSTREAM PARTNERS LP MLP   2016-03-08 2016-07-27
BUCKEYE PARTNERS L P UNIT LTD PARTNERSHP INTS   2016-03-08 2016-07-27
ENERGY TRANSFER EQUITY LP UNITS LTD PARTNERSHIP MLP   2016-03-08 2016-06-01
ENERGY TRANSFER EQUITY LP UNITS LTD PARTNERSHIP MLP   2016-03-08 2016-07-27
ENLINK MIDSTREAM LLC   2016-03-08 2016-06-01
ENLINK MIDSTREAM LLC   2016-03-08 2016-07-27
ENLINK MIDSTREAM PARTNERS LP MLP   2016-03-08 2016-06-01
ENLINK MIDSTREAM PARTNERS LP MLP   2016-03-08 2016-07-27
ENTERPRISE PRODUCTS PARTNER LP MLP   2016-03-08 2016-07-19
ENTERPRISE PRODUCTS PARTNER LP MLP   2016-03-08 2016-07-27
EQT GP HLDGS LP MLP   2016-03-08 2016-07-27
EQT MIDSTREAM PARTNERS L P MLP   2016-03-08 2016-07-27
EQT MIDSTREAM PARTNERS L P MLP   2016-03-08 2016-08-10
GENESIS ENERGY L P UNIT LTD PARTNERSHIP INT MLP   2016-03-08 2016-06-01
GENESIS ENERGY L P UNIT LTD PARTNERSHIP INT MLP   2016-03-08 2016-07-19
GENESIS ENERGY L P UNIT LTD PARTNERSHIP INT MLP   2016-03-08 2016-07-27
MAGELLAN MIDSTREAM PARTNERS LP   2016-03-08 2016-07-19
MAGELLAN MIDSTREAM PARTNERS LP   2016-03-08 2016-07-27
MAGELLAN MIDSTREAM PARTNERS LP   2016-03-08 2016-08-05
MPLX LP MLP   2016-03-08 2016-07-27
PHILLIPS 66 PARTNERS LP MLP   2016-03-08 2016-07-27
PLAINS ALL AMER PIPELINE LP UNIT LTD PARTNERSHIP INT MLP   2016-03-08 2016-07-19
PLAINS ALL AMER PIPELINE LP UNIT LTD PARTNERSHIP INT MLP   2016-03-08 2016-07-27
PLAINS GP HOLDINGS LP *REVERSE SPLIT EFF: 11/2016* CL A MLP   2016-03-08 2016-06-01
PLAINS GP HOLDINGS LP *REVERSE SPLIT EFF: 11/2016* CL A MLP   2016-03-08 2016-07-19
PLAINS GP HOLDINGS LP *REVERSE SPLIT EFF: 11/2016* CL A MLP   2016-03-08 2016-07-27
PLAINS GP HOLDINGS LP CL A MLP   2016-03-08 2016-11-16
SEMGROUP CORP CL A   2016-03-08 2016-06-01
SEMGROUP CORP CL A   2016-03-08 2016-07-19
SEMGROUP CORP CL A   2016-03-08 2016-07-27
SHELL MIDSTREAM PARTNERS L P MLP   2016-03-08 2016-07-19
SHELL MIDSTREAM PARTNERS L P MLP   2016-03-08 2016-07-27
SUNOCO LOGISTICS PARTNERS L.P. COM UNITS   2016-03-08 2016-07-19
SUNOCO LOGISTICS PARTNERS L.P. COM UNITS   2016-03-08 2016-07-27
SUNOCO LOGISTICS PARTNERS L.P. COM UNITS   2016-03-08 2016-10-28
TARGA RESOURCES INVESTMENTS   2016-03-08 2016-06-01
TARGA RESOURCES INVESTMENTS   2016-03-08 2016-07-27
VALERO ENERGY PARTNERS LP MLP   2016-03-08 2016-07-19
VALERO ENERGY PARTNERS LP MLP   2016-03-08 2016-07-27
VTTI ENERGY PARTNERS LP MLP   2016-03-08 2016-07-27
VTTI ENERGY PARTNERS LP MLP   2016-03-08 2016-08-09
VTTI ENERGY PARTNERS LP MLP   2016-06-01 2016-08-09
VTTI ENERGY PARTNERS LP MLP   2016-07-19 2016-08-09
WESTERN GAS EQUITY PARTNERS LP MLP   2016-03-08 2016-06-01
WESTERN GAS EQUITY PARTNERS LP MLP   2016-03-08 2016-07-27
WESTERN GAS PARTNERS LP (WES) MLP   2016-03-08 2016-07-27
WILLIAMS COS INC (DEL)   2016-03-08 2016-07-27
Lone Cascade LP - Schedule K-1 P   2015-11-30
TA Investors III LP - Schedule K-1 P   2015-11-30
FIRST EAGLE FUND OF AMERICA FUND CLASS A   2010-05-07 2016-02-18
FIRST EAGLE FUND OF AMERICA FUND CLASS A   2010-12-17 2016-02-18
FIRST EAGLE FUND OF AMERICA FUND CLASS A   2011-08-04 2016-02-18
FIRST EAGLE FUND OF AMERICA FUND CLASS A   2011-12-14 2016-02-18
FIRST EAGLE FUND OF AMERICA FUND CLASS A   2011-12-14 2016-02-18
FIRST EAGLE FUND OF AMERICA FUND CLASS A   2012-12-13 2016-02-18
FIRST EAGLE FUND OF AMERICA FUND CLASS A   2013-12-17 2016-02-18
FIRST EAGLE FUND OF AMERICA FUND CLASS A   2013-12-17 2016-02-18
FIRST EAGLE FUND OF AMERICA FUND CLASS A   2014-12-16 2016-02-18
FIRST EAGLE FUND OF AMERICA FUND CLASS A   2014-12-16 2016-02-18
INVESCO EUROPEAN SMALL COMPANY FUND CL Y   2013-11-27 2016-09-06
OPPENHEIMER CAPITAL APPRECIATION FUND CLASS Y   2015-08-27 2016-11-15
PIMCO INCOME FUND CLASS P   2014-03-24 2016-11-15
PIMCO SHORT TERM FUND CL A   2015-03-05 2016-05-10
PIMCO SHORT TERM FUND CL A   2015-03-31 2016-05-10
PIMCO SHORT TERM FUND CL A   2015-04-30 2016-05-10
Lone Cascade LP - Schedule K-1 P   2015-11-30
TA Investors II LP - Schedule K-1 P   2015-11-30
TA Investors III LP - Schedule K-1 P   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 2,360,770   2,372,499 -11,729
b 2,342,325   2,360,770 -18,445
c 25,252   23,257 1,995
d 35,851   38,440 -2,589
e 359   385 -26
147,436   151,399 -3,963
110,000   114,280 -4,280
40,000   41,707 -1,707
50,000   50,469 -469
162   164 -2
174   176 -2
188   190 -2
204   205 -1
203   204 -1
214   215 -1
244   245 -1
702   702 0
285   285 0
200   200 0
174   172 2
202   201 1
225   225 0
369,250   479,005 -109,755
3,919   4,419 -500
17,222   19,420 -2,198
11   12 -1
3,418   2,854 564
29,665   26,239 3,426
41,728   39,858 1,870
18,078   10,458 7,620
86,475   39,244 47,231
37,199   23,812 13,387
59,708   38,998 20,710
5,533   3,598 1,935
20,083   12,155 7,928
45,636   36,703 8,933
60,589   49,469 11,120
20,922   19,961 961
32,475   32,070 405
9,578   9,399 179
21,556   15,445 6,111
2,017   1,357 660
52,512   38,379 14,133
46,314   43,257 3,057
48,542   46,718 1,824
7,017   6,880 137
22,341   17,540 4,801
30,566   34,863 -4,297
16,230   13,012 3,218
37,388   31,573 5,815
6,019   4,927 1,092
13,427   8,717 4,710
42,680   31,077 11,603
13   8 5
18,400   12,386 6,014
4,038   2,693 1,345
43,061   31,774 11,287
11,482   12,563 -1,081
63,073   69,993 -6,920
10,336   9,828 508
55,219   50,451 4,768
1,330   1,293 37
42,069   27,670 14,399
70,312   51,881 18,431
6,388   7,322 -934
15,787   18,305 -2,518
10,683   10,390 293
6,079   6,139 -60
1,871   2,042 -171
1,403   1,499 -96
7,437   5,711 1,726
47,509   40,813 6,696
36,007   30,787 5,220
52,900   41,766 11,134
    122,538 -122,538
193     193
548,306   363,267 185,039
4,991   3,924 1,067
472,351   360,005 112,346
89,041   62,983 26,058
9,598   6,789 2,809
432   373 59
16,765   18,279 -1,514
2,826   3,081 -255
87,760   96,476 -8,716
3,857   4,240 -383
10,000   10,980 -980
166,790   192,197 -25,407
150,000   155,634 -5,634
155,944   157,395 -1,451
83   84 -1
125   126 -1
290,799     290,799
      0
13,294     13,294
120,810     120,810
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       -11,729
b       -18,445
c       1,995
d       -2,589
e       -26
      -3,963
      -4,280
      -1,707
      -469
      -2
      -2
      -2
      -1
      -1
      -1
      -1
      0
      0
      0
      2
      1
      0
      -109,755
      -500
      -2,198
      -1
      564
      3,426
      1,870
      7,620
      47,231
      13,387
      20,710
      1,935
      7,928
      8,933
      11,120
      961
      405
      179
      6,111
      660
      14,133
      3,057
      1,824
      137
      4,801
      -4,297
      3,218
      5,815
      1,092
      4,710
      11,603
      5
      6,014
      1,345
      11,287
      -1,081
      -6,920
      508
      4,768
      37
      14,399
      18,431
      -934
      -2,518
      293
      -60
      -171
      -96
      1,726
      6,696
      5,220
      11,134
      -122,538
      193
      185,039
      1,067
      112,346
      26,058
      2,809
      59
      -1,514
      -255
      -8,716
      -383
      -980
      -25,407
      -5,634
      -1,451
      -1
      -1
      290,799
      0
      13,294
      120,810
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 2 681,136
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      
2013      
2012      
2011      
2010      
2
Total of line 1, column (d) .....................
2  
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
 
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
 
5
Multiply line 4 by line 3......................
5
 
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
 
7
Add lines 5 and 6........................
7
 
8
Enter qualifying distributions from Part XII, line 4.............
8
 
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 18,756
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 18,756
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 18,756
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 20,000
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 25,000
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 6,244
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet6,244 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletDavid H Hopfenberg Telephone no.bullet (401) 667-0504

    Located atbullet31 Home Depot Drive 294PlymouthMA ZIP+4bullet02360
    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
    P Andrews McLane President
    0.00
    0 0 0
    77 Dean Road
    Weston,MA02493
    Linda McLane Treasurer
    0.00
    0 0 0
    77 Dean Road
    Weston,MA02493
    David H Hopfenberg Clerk
    0.00
    0 0 0
    122 North Road
    Saunderstown,RI02874
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    25,340,083
    b
    Average of monthly cash balances.......................
    1b
    273,855
    c
    Fair market value of all other assets (see instructions)................
    1c
    8,935,818
    d
    Total (add lines 1a, b, and c).........................
    1d
    34,549,756
    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
    34,549,756
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    518,246
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    34,031,510
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,701,576
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    1,701,576
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    18,756
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    18,756
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,682,820
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,682,820
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,682,820
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,702,186
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,702,186
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,702,186
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2014
    (c)
    2014
    (d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 1,682,820
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 1,698,151
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 1,702,186
    a Applied to 2014, but not more than line 2a 1,698,151
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    Click to see attachment0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2015 distributable amount..... 4,035
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2015. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    1,678,785
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015....  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    P Andrews McLane
    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
    Animal Rescue League of Boston
    10 Chandler Street
    Boston,MA02116
    None Public Charity Unrestricted Donation 20,000
    Appalachian Mountain Club
    5 Joy Street
    Boston,MA02108
    None Public Charity Unrestricted Donation 25,000
    Bonefish & Tarpon Trust
    24 Dockside Lane PMB 83
    Key Largo,FL33037
    None Public Charity Unrestricted Donation 2,000
    Boys And Girls Club (Boston)
    50 Congress Street
    Boston,MA02109
    None Public Charity Unrestricted Donation 5,000
    Charles River Watershed Assn
    190 Park Road
    Weston,MA02493
    None Public Charity Unrestricted Donation 510,201
    Circle Program
    85 Main Street PO Box 815
    Plymouth,NH03264
    None Public Charity Unrestricted Donation 8,000
    City Year
    287 Columbus Avenue
    Boston,MA02116
    None Public Charity Unrestricted Donation 5,000
    Community Rowing
    20 Nonantum Road
    Brighton,MA02135
    None Public Charity Unrestricted Donation 2,000
    Currier Gallery
    150 Ash Street
    Manchester,NH03104
    None Public Charity Unrestricted Donation 10,000
    Dartmouth College
    6068 Blunt Alumni Center Ste 103
    Hanover,NH03755
    None Public Charity Unrestricted Donation 30,000
    Fenn School
    516 Monument Street
    Concord,MA01742
    None Public Charity Unrestricted Donation 1,500
    Fessenden School
    250 Waltham Street
    Newton,MA02465
    None Public Charity Unrestricted Donation 102,044
    First Parish Church
    349 Boston Post Road
    Weston,MA02493
    None Public Charity Unrestricted Donation 6,000
    Franconia Ski Club
    PO Box 462
    Franconia,NH03580
    None Public Charity Unrestricted Donation 100,000
    Friends of Dartmouth Skiing
    6068 Blunt Alumni Center Ste 103
    Hanover,NH03755
    None Public Charity Unrestricted Donation 1,000
    Harvard University
    1350 Massachusetts Avenue
    Cambridge,MA02138
    None Public Charity Unrestricted Donation 1,000
    Inner City Scholarship Fund
    280 Congress St Suite 1300
    Boston,MA02110
    None Public Charity Unrestricted Donation 15,000
    International Ski History Assoc
    PO Box 1064
    Manchester Center,VT05255
    None Public Charity Unrestricted Donation 500
    Jackson NH Historical Society
    PO Box 8
    Jackson,NH03846
    None Public Charity Unrestricted Donation 5,000
    Kimball Union Academy
    7 Campus Center PO Box 188
    Meriden,NH03770
    None Public Charity Unrestricted Donation 1,000
    Lake Region Conservation Trust
    156 Dane Road
    Center Harbor,NH03226
    None Public Charity Unrestricted Donation 4,000
    Landmark School
    429 Hale Street
    Beverly,MA01915
    None Public Charity Unrestricted Donation 5,000
    Mayhew Program
    293 West Shore Road
    Bristol,NH03222
    None Public Charity Unrestricted Donation 12,000
    Middlesex School
    1400 Lowell Road
    Concord,MA01742
    None Public Charity Unrestricted Donation 1,000
    Mill Reef Fund
    c/o JPM Chase Dept 781682 PO Box
    78000
    Detroit,MI48278
    None Public Charity Unrestricted Donation 9,500
    Montana Land Reliance
    324 Fuller Ave
    Helena,MT59624
    None Public Charity Unrestricted Donation 20,000
    MSPCA
    350 South Huntington Avenue
    Jamaica Plain,MA02130
    None Public Charity Unrestricted Donation 12,500
    Mt Washington Observatory
    2779 White Mountain Hwy
    North Conway,NH03860
    None Public Charity Unrestricted Donation 1,000
    Museum of Fine Arts Boston
    465 Huntington Avenue
    Boston,MA02115
    None Public Charity Unrestricted Donation 183,497
    Museum Of Science
    1 Science Park
    Boston,MA02114
    None Public Charity Unrestricted Donation 1,000
    Museum of the White Mountains
    34 Highland Street
    Plymouth,NH03264
    None Public Charity Unrestricted Donation 1,000
    National Rowing Foundation
    67 Mystic Road
    North Stonington,CT06359
    None Public Charity Unrestricted Donation 30,000
    New England Ski Museum
    135 Tramway Drive
    Franconia,NH03580
    None Public Charity Unrestricted Donation 500
    Newfound Lake Region Association
    10 North Main Street Unit 1
    Bristol,NH03222
    None Public Charity Unrestricted Donation 35,000
    NH Audubon Society
    84 Silk Farm Road
    Concord,NH03301
    None Public Charity Unrestricted Donation 1,500
    NH Historical Society
    30 Park Street
    Concord,MA03301
    None Public Charity Unrestricted Donation 5,000
    Phillips Exeter Academy
    20 Main Street
    Exeter,NH03933
    None Public Charity Unrestricted Donation 25,000
    Plymouth State University
    17 High Street
    Plymouth,NH03264
    None Public Charity Unrestricted Donation 30,000
    Right To Play
    49 West 27th Street Suite 930
    New York,NY10001
    None Public Charity Unrestricted Donation 75,000
    St Pauls School
    325 Pleasant Street
    Concord,NH03301
    None Public Charity Unrestricted Donation 30,000
    Steppingstone Foundation
    155 Federal Street 800
    Boston,MA02110
    None Public Charity Unrestricted Donation 20,000
    Stray Pets in Need
    PO Box 812143
    Wellesley,MA02482
    None Public Charity Unrestricted Donation 1,000
    Teach For America
    60 Canal Street
    Boston,MA02114
    None Public Charity Unrestricted Donation 5,000
    The International Museum of World War II Inc
    8 Mercer Road
    Natick,MA01760
    None Public Charity Unrestricted Donation 153,066
    Thompson Island Outward Bound
    PO Box 127
    Boston,MA02127
    None Public Charity Unrestricted Donation 3,000
    Trout Unlimited
    1777 N Kent Street Suite 100
    Arlington,VA22209
    None Public Charity Unrestricted Donation 1,000
    Tuck Sch Of Business
    6068 Blunt Alumni Center Ste 103
    Hanover,NH03755
    None Public Charity Unrestricted Donation 35,000
    Turtle Ridge Foundation
    461 Main Street 6A
    Franconia,NH03580
    None Public Charity Unrestricted Donation 9,000
    University of Michigan
    500 S State Street
    Ann Arbor,MI48109
    None Public Charity Unrestricted Donation 2,000
    University System of New Hampshire
    5 Chenell Drive Suite 31
    Concord,NH03301
    None Public Charity Unrestricted Donation 96,878
    Vanderbilt University
    2201 West End Avenue
    Nashville,TN37235
    None Public Charity Unrestricted Donation 1,000
    Walnut Hill School for the Arts
    12 Highland Street
    Natick,MA01760
    None Public Charity Unrestricted Donation 15,500
    Webster House
    135 Webster Street
    Manchester,NH03104
    None Public Charity Unrestricted Donation 6,000
    Wheaton College
    26 E Main Street
    Norton,MA02766
    None Public Charity Unrestricted Donation 20,000
    Ymca Camp Belknap
    11 Chase Point Road
    Mirror Lake,NH03853
    None Public Charity Unrestricted Donation 1,000
    Total .................................bullet 3a 1,702,186
    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 12,207  
    4 Dividends and interest from securities....     14 292,030  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property
             
    7 Other investment income.....     18 829,315  
    8
    Gain or (loss) from sales of assets other than inventory ............
        18 681,136  
    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 1,814,688 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,814,688
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

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

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    MCLANEHARPER CHARITABLE FOUNDATION INC
    EIN:
    04-2944189
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Venture Tax Services, Inc. 5,000 5,000   0
    UBS 27,489 27,489   0

    TY 2015 AppliedToPriorYearElection
    Name:
    MCLANEHARPER CHARITABLE FOUNDATION INC
    EIN:
    04-2944189
    Election:
    Elections can be made under Treasury Regulations section 53.4942(a)-3(d)(2)-----------------------------------------------------------------------------------------------The foundation managers declare that the foundation is making this election under the above subparagraph, and a distribution is made out of the undistributed income of taxable year 2012.

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    MCLANEHARPER CHARITABLE FOUNDATION INC
    EIN:
    04-2944189
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Affiliated Managers Group 100,751 773,378
    Antero Midstream Partners LP MLP 26,167 32,396
    Buckeye Partners L P Unit Ltd Partnershp Ints 38,342 35,387
    Columbia Contrarian Core Fund Class A 0 0
    Dominion Midstream Partners LP MLP 21,330 23,040
    Energy Transfer Equity LP Units Ltd Partnership MLP 73,363 81,744
    Enlink Midstream LLC 39,922 71,352
    Enlink Midstream Partners LP MLP 19,773 20,148
    Enterprise Products Partner LP MLP 51,764 54,453
    Eqt Gp Hldgs LP MLP 19,080 19,143
    Eqt Midstream Partners L P MLP 20,700 20,138
    First Eagle Fund Of America Fund Class A 0 0
    Genesis Energy L P Unit Ltd Partnership Int MLP 43,997 57,651
    Hotchkis & Wiley High Yield I (Hwhix) 1,945,640 1,937,409
    Invesco European Growth Fund Class A (Aedax) 111,697 101,847
    Invesco European Small Company Fund Cl Y (Esmyx) 377,321 366,963
    Invesco Europoean Small Company Fund Class A 0 0
    Loomis Sayles Sr Floating Rate & Fixed Income Fund Class A 0 0
    Loomis Sayles Sr Floating Rate & Fixed Income Fund Class Y 1,937,246 1,909,871
    Magellan Midstream Partners LP 39,970 39,819
    Mplx LP MLP 15,504 19,710
    Oppenheimer Capital Appreciation Fund Cl A 0 0
    Phillips 66 Partners LP MLP 33,059 25,950
    Pimco Income Fund Class A 0 0
    Pimco Income Fund Class P (Ponpx) 362,072 350,826
    Pimco Short-Term Fund-Instl 0 0
    Plains All Amer Pipeline LP Unit Ltd Partnership Int MLP 34,146 48,601
    Plains Gp Holdings LP Cl A MLP 33,917 60,721
    Prudential Jennison Small Company Fund Inc Z 600,000 620,835
    Putnam Capital Spectrum A 0 0
    Semgroup Corp Cl A 40,186 58,581
    Shell Midstream Partners L P MLP 64,651 51,023
    Sunoco Logistics Partners L.P. Com Units 43,443 38,496
    Targa Resources Investments 70,847 114,574
    Tempur-Pedic Intl Inc 3,575,206 16,812,164
    Valero Energy Partners LP MLP 16,725 14,147
    Western Gas Equity Partners LP MLP 26,133 32,815
    Western Gas Equity Partners LP MLP 42,120 53,675
    Williams Cos Inc (Del) 74,855 99,008
    Wisdomtree Trust Europe Hedged Equity Fd ETF 742,317 747,681

    TY 2015 InvestmentsOtherSchedule2
    Name:
    MCLANEHARPER CHARITABLE FOUNDATION INC
    EIN:
    04-2944189
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Lone Cascade LP AT COST 3,315,525 3,486,087
    Nyes Ledge Capital Offshore Ltd AT COST 382,177 610,618
    TA Investors III LP AT COST 165,473 193,338
    Viking Long III AT COST 3,000,000 4,971,137

    TY 2015 OtherExpensesSchedule
    Name:
    MCLANEHARPER CHARITABLE FOUNDATION INC
    EIN:
    04-2944189
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Bank Fees 0 0   0
    Filing Fees 19 19   0
    Lone Cascade LP - Schedule K-1 - Portfolio Deductions 57,118 57,118   0
    TA Investors III LP - Schedule K-1 - Portfolio Deductions 4,176 4,176   0


    TY 2015 OtherIncomeSchedule2
    Name:
    MCLANEHARPER CHARITABLE FOUNDATION INC
    EIN:
    04-2944189
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    LONE CASCADE LP - SCHEDULE K-1 16,077 16,077 16,077
    TA Investors III LP - Schedule K-1 -1,285 -1,285 -1,285
    Deemed Gain on Donation 817,159 0 817,159
    ANTERO MIDSTREAM PARTNERS LP MLP - Ordinary Gain 77 77 77
    ANTERO MIDSTREAM PARTNERS LP MLP - Ordinary Gain 705 705 705
    BUCKEYE PARTNERS L P UNIT LTD PARTNERSHP INTS - Ordinary Gain 1,481 1,481 1,481
    ENERGY TRANSFER EQUITY LP UNITS LTD PARTNERSHIP MLP - Ordinary Gain 295 295 295
    ENERGY TRANSFER EQUITY LP UNITS LTD PARTNERSHIP MLP - Ordinary Gain 1,320 1,320 1,320
    ENLINK MIDSTREAM LLC - Ordinary Gain 386 386 386
    ENLINK MIDSTREAM LLC - Ordinary Gain 1,703 1,703 1,703
    ENLINK MIDSTREAM PARTNERS LP MLP - Ordinary Gain 340 340 340
    ENLINK MIDSTREAM PARTNERS LP MLP - Ordinary Gain 1,487 1,487 1,487
    ENTERPRISE PRODUCTS PARTNER LP MLP - Ordinary Gain 1,093 1,093 1,093
    ENTERPRISE PRODUCTS PARTNER LP MLP - Ordinary Gain 1,498 1,498 1,498
    EQT GP HLDGS LP MLP - Ordinary Gain 598 598 598
    EQT MIDSTREAM PARTNERS L P MLP - Ordinary Gain 1,028 1,028 1,028
    EQT MIDSTREAM PARTNERS L P MLP - Ordinary Gain 381 381 381
    GENESIS ENERGY L P UNIT LTD PARTNERSHIP INT MLP - Ordinary Gain 1,484 1,484 1,484
    GENESIS ENERGY L P UNIT LTD PARTNERSHIP INT MLP - Ordinary Gain 172 172 172
    GENESIS ENERGY L P UNIT LTD PARTNERSHIP INT MLP - Ordinary Gain 4,993 4,993 4,993
    MAGELLAN MIDSTREAM PARTNERS LP - Ordinary Gain 1,577 1,577 1,577
    MAGELLAN MIDSTREAM PARTNERS LP - Ordinary Gain 1,703 1,703 1,703
    MAGELLAN MIDSTREAM PARTNERS LP - Ordinary Gain 330 330 330
    MPLX LP MLP - Ordinary Gain 1,041 1,041 1,041
    PHILLIPS 66 PARTNERS LP MLP - Ordinary Gain 840 840 840
    PLAINS ALL AMER PIPELINE LP UNIT LTD PARTNERSHIP INT MLP - Ordinary Gain 795 795 795
    PLAINS ALL AMER PIPELINE LP UNIT LTD PARTNERSHIP INT MLP - Ordinary Gain 1,988 1,988 1,988
    SHELL MIDSTREAM PARTNERS L P MLP - Ordinary Gain 202 202 202
    SHELL MIDSTREAM PARTNERS L P MLP - Ordinary Gain 1,124 1,124 1,124
    SUNOCO LOGISTICS PARTNERS L.P. COM UNITS - Ordinary Gain 309 309 309
    SUNOCO LOGISTICS PARTNERS L.P. COM UNITS - Ordinary Gain 1,587 1,587 1,587
    SUNOCO LOGISTICS PARTNERS L.P. COM UNITS - Ordinary Gain 85 85 85
    VALERO ENERGY PARTNERS LP MLP - Ordinary Gain 155 155 155
    VALERO ENERGY PARTNERS LP MLP - Ordinary Gain 386 386 386
    WESTERN GAS EQUITY PARTNERS LP MLP - Ordinary Gain 177 177 177
    WESTERN GAS EQUITY PARTNERS LP MLP - Ordinary Gain 1,499 1,499 1,499
    WESTERN GAS PARTNERS LP (WES) MLP - Ordinary Gain 1,808 1,808 1,808
    PTP - Book Income -37,283 0 -37,283


    TY 2015 OtherLiabilitiesSchedule
    Name:
    MCLANEHARPER CHARITABLE FOUNDATION INC
    EIN:
    04-2944189
    Description Beginning of Year - Book Value End of Year - Book Value
    UBS - Uncleared Checks 410,000 261,500


    TY 2015 TaxesSchedule
    Name:
    MCLANEHARPER CHARITABLE FOUNDATION INC
    EIN:
    04-2944189
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Federal Taxes 30,680 0   0
    Foreign Taxes 3,220 3,220   0