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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
EAGLEMERE FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)60 EDMUNDS ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WELLESLEY, MA02481
A Employer identification number

04-3424302
B Telephone number (see instructions)

(781) 899-4350
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... 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$13,468,894J 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) 1,868,587
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 308,230 308,230 308,230
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 383,638
b Gross sales price for all assets on line 6a 3,528,611
7 Capital gain net income (from Part IV, line 2)... 458,059
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).......      
12 Total. Add lines 1 through 11........ 2,560,455 766,289 308,230
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 18,000 18,000 18,000 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 56,073 56,073 56,073 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 10,922 4,422 4,422 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 1,141 1,141 1,141 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 86,136 79,636 79,636 0
25 Contributions, gifts, grants paid....... 888,750 888,750
26 Total expenses and disbursements. Add lines 24 and 25 974,886 79,636 79,636 888,750
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,585,569
b Net investment income (if negative, enter -0-) 686,653
c Adjusted net income (if negative, enter -0-)... 228,594
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 6,547 3,027 3,027
2 Savings and temporary cash investments......... 714,504 1,672,564 1,672,564
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) 0 Click to see attachment196,740 198,460
b Investments—corporate stock (attach schedule)....... 6,422,684 Click to see attachment6,101,918 9,760,857
c Investments—corporate bonds (attach schedule)....... 2,223,920 Click to see attachment1,429,233 1,375,118
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 199,398 Click to see attachment474,597 458,868
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) 9,567,053 9,878,079 13,468,894
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 Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 8,019,477 8,019,477
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 1,547,576 1,858,602
30 Total net assets or fund balances (see instructions)..... 9,567,053 9,878,079
31 Total liabilities and net assets/fund balances (see instructions). 9,567,053 9,878,079
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
9,567,053
2
Enter amount from Part I, line 27a .....................
2
1,585,569
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
11,152,622
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,274,543
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
9,878,079
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 11,402.51 SHS FRANKLIN FTLG RATE   2018-05-15 2018-12-07
b 3,117.78 SHS COLUMBIA FDS SER TR I INTER   2006-05-16 2018-12-07
c 2,557.67 SHS COLUMBIA FDS SER TR I INTER   2008-04-03 2018-12-07
d 3,663 SHS COLUMBIA FDS SER TR I INTER   2009-06-16 2018-12-07
e 9,802.91 SHS COLUMBIA FDS SER TR I INTER   2016-03-17 2018-12-07
460 SHS ISHARES RUSSELL 1000 ETF   2010-05-24 2018-06-01
2,345.79 SHS JOHN HANCOCK FDS III   2012-01-06 2018-12-07
1,680 SHS VANGUARD ST CORPORATE BD FUND   2015-06-24 2018-05-14
34,207.53 SHS FRANKLIN FTLG RATE   2018-05-15 2018-12-13
12,626.26 SHS LEGG MASON BW ABSOLUTE   2018-05-30 2018-12-19
.1 SHS AT&T INC   2014-10-02 2018-08-03
155 SHS AMAZON COM INC   2015-06-24 2018-08-09
30 SHS AMAZON COM INC   2017-01-30 2018-08-09
50,000 AMERICAN EXPRESS CO   2014-05-29 2018-05-22
120 SHS BOEING CO   2016-10-31 2018-08-09
175 SHS BOEING CO   2016-12-30 2018-08-09
38,391.23 SHS DOUBLELINE TOTAL RETURN BD FUND   2014-09-30 2018-05-29
27,624.31 SHS DOUBLELINE TOTAL RETURN BD FUND   2016-03-17 2018-05-29
70 SHS GARRETT MOTION INC   2010-05-25 2018-10-19
20 SHS GARRETT MOTION INC   2011-08-09 2018-10-19
50,000 GENERAL ELEC CAP CORP   2014-05-20 2018-04-02
3,439.11 SHS HARBOR INTERNATIONAL FUND   2011-05-18 2018-10-03
300 SHS IBM   2006-03-23 2018-06-01
100 SHS IBM   2006-07-18 2018-06-01
200 SHS IBM   2006-07-18 2018-06-01
1,900 SHS INTERNATIONAL PAPER   2014-10-02 2018-12-31
3,500 SHS ISHARES INTL SELECT DIV ETF   2012-11-02 2018-01-09
1,300 SHS MET LIFE   2013-11-19 2018-02-12
500 SHS MONSANTO CO   2015-06-24 2018-05-17
600 SHS SPDR GOLD   2016-09-16 2018-06-01
1 SHS SPDR GOLD   2016-09-16 2018-01-04
1 SHS SPDR GOLD   2016-09-16 2018-02-06
1 SHS SPDR GOLD   2016-09-16 2018-03-07
1 SHS SPDR GOLD   2016-09-16 2018-04-04
1 SHS SPDR GOLD   2016-09-16 2018-05-04
1 SHS SPDR GOLD   2016-09-16 2018-06-05
1 SHS SPDR GOLD   2016-09-16 2018-07-10
1 SHS SPDR GOLD   2016-09-16 2018-08-08
1 SHS SPDR GOLD   2016-09-16 2018-09-11
1 SHS SPDR GOLD   2016-09-16 2018-10-12
1 SHS SPDR GOLD   2016-09-16 2018-11-13
1 SHS SPDR GOLD   2016-09-16 2018-12-07
700 SHS SCHLUMBERGER LTD   2015-06-24 2018-09-26
125 SHS 3M CO   2006-07-24 2018-08-09
225 SHS 3M CO   2017-01-30 2018-08-09
300 SHS TIME WARNER   2017-01-30 2018-06-14
2,300 SHS VANGUARD ST CORP BOND FUND   2015-06-24 2018-05-14
3,600 SHS VANGUARD ST CORP BOND FUND   2001-03-17 2018-05-14
LITIGATION PROCEEDS - AVON PRODS     2018-12-27
US TRUST 6361 P   2018-12-31
(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 97,834   100,000 -2,166
b 27,436   26,966 470
c 22,507   22,121 386
d 32,234   29,960 2,274
e 86,266   88,609 -2,343
69,455   27,706 41,749
49,731   27,000 22,731
130,995   133,644 -2,649
291,790   300,000 -8,210
142,172   150,000 -7,828
3   4 -1
296,319   68,479 227,840
57,352   5,712 51,640
50,000   50,087 -87
41,378   17,107 24,271
60,342   27,199 33,143
403,108   420,000 -16,892
290,055   300,000 -9,945
951   305 646
272   98 174
50,000   50,414 -414
219,071   220,000 -929
42,560   25,274 17,286
14,187   7,398 6,789
28,373   14,786 13,587
75,742   89,434 -13,692
120,450   113,470 6,980
57,425   60,980 -3,555
62,724   53,674 9,050
73,700   74,179 -479
66   65 1
69   68 1
62   61 1
67   66 1
66   66 0
43   43 0
41   43 -2
41   44 -3
40   44 -4
37   40 -3
38   41 -3
38   40 -2
43,070   61,643 -18,573
25,690   8,918 16,772
46,243   11,616 34,627
30,153   13,618 16,535
179,338   183,043 -3,705
280,704   286,487 -5,783
72     72
28,301     28,301
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -2,166
b       470
c       386
d       2,274
e       -2,343
      41,749
      22,731
      -2,649
      -8,210
      -7,828
      -1
      227,840
      51,640
      -87
      24,271
      33,143
      -16,892
      -9,945
      646
      174
      -414
      -929
      17,286
      6,789
      13,587
      -13,692
      6,980
      -3,555
      9,050
      -479
      1
      1
      1
      1
      0
      0
      -2
      -3
      -4
      -3
      -3
      -2
      -18,573
      16,772
      34,627
      16,535
      -3,705
      -5,783
      72
      28,301
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 2 458,059
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 -18,204
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))
2017 885,003 12,561,066 0.070456
2016 800,484 10,878,729 0.073582
2015 555,137 10,105,262 0.054935
2014 530,794 10,254,086 0.051764
2013 497,845 9,709,953 0.051272
2
Total of line 1, column (d) .....................
2
0.302009
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.060402
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
14,112,986
5
Multiply line 4 by line 3......................
5
852,453
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
6,867
7
Add lines 5 and 6........................
7
859,320
8
Enter qualifying distributions from Part XII, line 4,.............
8
888,750
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 6,867
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 6,867
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 6,867
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 8,253
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,253
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 1,386
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet1,386 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 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 ofbulletFORTIS MANAGEMENT GROUP LLC Telephone no.bullet (781) 899-4350

    Located atbullet800 SOUTH STREET SUITE 255WALTHAMMA ZIP+4bullet02453
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. 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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    MARILYN D SARLES MD PRESIDENT
    0.00     		0 0 0
    60 EDMUNDS ROAD
    WELLESLEY,MA02481
    DANIEL SARLES TREASURER/EXEC DIRECTOR
    25.00     		18,000 0 0
    10 BOWDOIN STREET APT 416
    BOSTON,MA02114
    KATHRYN GARVEY DIRECTOR
    0.00     		0 0 0
    37 GREENWOOD STREET
    SHERBORN,MA01770
    H JAY SARLES CLERK
    0.00     		0 0 0
    60 EDMUNDS ROAD
    WELLESLEY,MA02481
    ELIZABETH DIAS DIRECTOR
    0.00     		0 0 0
    254 20TH AVENUE
    SAN FRANCISCO,CA94121
    DANIEL DIAS DIRECTOR
    0.00     		0 0 0
    254 20TH AVENUE
    SAN FRANCISCO,CA94121
    PATRICK GARVEY DIRECTOR
    0.00     		0 0 0
    37 GREENWOOD STREET
    SHERBORN,MA01770
    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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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
    US TRUST INVESTMENT ADVISORY FEES 56,073
    114 WEST 47TH ST
    NEW YORK,NY10036
    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 (2018)
    Form 990-PF (2018)
    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
    13,546,479
    b
    Average of monthly cash balances.......................
    1b
    781,426
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    14,327,905
    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
    14,327,905
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    214,919
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    14,112,986
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    705,649
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    705,649
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    6,867
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,867
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    698,782
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    698,782
    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
    698,782
    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
    888,750
    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
    888,750
    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
    6,867
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    881,883
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 698,782
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 24,357
    b From 2014...... 26,902
    c From 2015...... 56,000
    d From 2016...... 276,080
    e From 2017...... 273,444
    fTotal of lines 3a through e........ 656,783
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 888,750
    a Applied to 2017, 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 2018 distributable amount..... 698,782
    e Remaining amount distributed out of corpus 189,968
    5 Excess distributions carryover applied to 2018. 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 5 846,751
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		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
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		24,357
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		822,394
    10 Analysis of line 9:
    a Excess from 2014.... 26,902
    b Excess from 2015.... 56,000
    c Excess from 2016.... 276,080
    d Excess from 2017.... 273,444
    e Excess from 2018.... 189,968
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation 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).)
    MARILYN D SARLES MD
    H JAY SARLES
    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 (2018)
    Form 990-PF (2018)
    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
    ADVENTURER & SCIENTISTS FOR CONSERVATION
    PO BOX 1834
    BOZEMAN,MT59771     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 2,500
    ALASKA CONSERVATION FOUNDATION
    911 WEST 8TH AVE SUITE 300
    ANCHORAGE,AK99501     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 40,000
    AMERICAN RIVERS
    1101 14TH STREET NW SUITE 1400
    WASHINGTON,DC20005     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 25,000
    AMHERST COLLEGE
    220 S PLEASANT STREET
    AMHERST,MA01002     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 750
    ANIMAL RESCUE LEAGUE OF BOSTON
    10 CHANDLER STREET
    BOSTON,MA02116     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 2,500
    CENTRAL PARK CONSERVANCY
    14 E 60TH ST
    NEW YORK,NY10022     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 5,000
    CHARLES RIVER WATERSHED ASSOC
    190 PARK ROAD
    WESTON,MA02493     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 60,000
    DOCTORS WITHOUT BORDERS
    333 7TH AVENUE
    NEW YORK,NY100015004     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 60,000
    EARTHJUSTICE
    50 CALIFORNIA STREET SUITE 500
    SAN FRANCISCO,CA94111     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 25,000
    ECOFLIGHT
    307 L ASPEN AIRPORT BUSINESS CENTER
    ASPEN,CO81611     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 3,000
    ENVIRONMENTAL DEFENSE FUND
    275 PARK AVENUE SOUTH
    NEW YORK,NY10010     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 100,000
    GLOBAL GREENGRANTS FUND
    2840 WILDERNESS PLACE STE A
    BOULDER,CO80301     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 5,000
    HARVARD FIELD HOCKEY
    MASSACHUSETTS HALL
    CAMBRIDGE,MA02138     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 1,500
    LAKES REGION CONSERVATION
    156 DANE ROAD
    CENTER HARBOR,NH03226     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 20,000
    MANOMET CENTER CONSERVATION SCIENCE
    PO BOX 1770
    MANOMET,MA02345     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 25,000
    MASS SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
    350 SOUTH HUNTINGTON AVENUE
    BOSTON,MA02130     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 2,500
    MILTON ACADEMY
    170 CENTRE STREET
    MILTON,MA02186     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 2,000
    MOSES BROWN SCHOOL
    250 LLOYD AVENUE
    PROVIDENCE,RI02906     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 1,000
    MYSTIC RIVER WATHERSHED ASSOCIATION
    20 ACADEMY STREET 306
    ARLINGTON,MA02476     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 3,000
    NATURE CONSERVANCY
    4245 NORTH FAIRFAX DRIVE SUITE 100
    ARLINGTON,VA222031606     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 225,000
    NOBLE AND GREENOUGH SCHOOL
    10 CAMPUS DRIVE
    DEDHAM,MA02026     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 9,000
    NORTH AND SOUTH RIVERS WATERSHED TRUST
    PO BOX 43
    NORWELL,MA02061     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 15,000
    NPR
    1111 NORTH CAPITAL STREET NE
    WASHINGTON,DC20002     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 5,000
    OXFAM AMERICA
    226 CAUSEWAY STREET 5
    BOSTON,MA02114     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 50,000
    PET PARTNERS
    875 124TH AVE SUITE 101
    BELLEVUE,WA98005     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 1,500
    PLANNED PARENTHOOD MA
    1055 COMMONWEALTH AVENUE
    BOSTON,MA022151001     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 5,000
    RIVER NETWORK
    434 NW SIXTH AVENUE
    PORTLAND,OR97209     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 20,000
    SITKA CONSERVATION SOCIETY
    PO BOX 6533
    STIKA,AK99835     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 7,500
    TETON SCIENCE SCHOOLS
    700 COYOTE CANYON ROAD
    JACKSON,WY83001     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 1,000
    TRUSTEES FOR ALASKA TRUST
    1026 WEST 4TH AVENUE SUITE 201
    ANCHORAGE,AK99501     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 20,000
    TUFTONBORO FREE LIBRARY
    221 MIDDLE ROAD
    TUFTONBORO,NH03816     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 5,000
    WORLD WILDLIFE FUND
    1250 24TH STREET NW
    WASHINGTON,DC20037     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 140,000
    YELLOWSTONE FOREVER
    PO BOX 117
    YELLOWSTONE NATL PARK,WY82190     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 1,000
    Total .................................bullet 3a 888,750
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 ...........     		         
    4 Dividends and interest from securities....         308,230
    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 ............     		        383,638
    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 0 691,868
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    691,868
    (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.)
    4 THE FOUNDATION ACCOMPLISHES ITS CHARITABLE PURPOSE BY MAKING DIRECT
    7 GIFTS. THE SOURCE OF THE GIFTS IS THE INCOME AND OR PRINCIPAL OF ITS
    8 INVESTMENT PORTFOLIO. THE INTEREST, DIVIDENDS, GAINS AND OTHER INCOME ON LINES 4, 7 & 8 ARE THE INCOME GENERATED FROM THIS INVESTMENT PORT- FOLIO.
    Form 990-PF (2018)
    Form 990-PF (2018)
    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) (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) (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 (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    EAGLEMERE FOUNDATION INC
     
    Employer identification number

    04-3424302
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    EAGLEMERE FOUNDATION INC
          		Employer identification number
    04-3424302
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    JAY SARLES
     
    60 EDMUNDS ROAD
     
    WELLESLEY, MA02481

    		$ 1,868,587


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

    		$  


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

    		$  


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

    		$  


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    EAGLEMERE FOUNDATION INC
          		Employer identification number

    04-3424302
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 900 SHS ALPHABET INC $ 90,540 2018-02-01
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 600 SHS FEDEX CORP $ 156,900 2018-02-01
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 125 SHS ALPHABET INC CLASS A $ 154,563 2018-08-06
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 75 SHS ALPHABET INC CLASS C $ 91,570 2018-08-06
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 250 SHS AMAZON COM INC $ 458,336 2018-08-06
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1400 SHS APPLE INC $ 291,424 2018-08-06
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    EAGLEMERE FOUNDATION INC
          		Employer identification number

    04-3424302
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 700 SHS BOEING CO $ 241,672 2018-08-06
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1200 SHS FACEBOOK INC $ 218,502 2018-08-06
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 800 SHS 3M CORP $ 165,080 2018-08-06
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    EAGLEMERE FOUNDATION INC
          		Employer identification number

    04-3424302
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    EAGLEMERE FOUNDATION INC
    EIN:
    04-3424302
    Name of Bond End of Year Book Value End of Year Fair Market Value
    50000 SHS DOW CHEMICAL CO 53,282 50,880
    6700 SHS ISHARES S&P US PFD STK INDEX 261,315 229,341
    50000 SHS PEPSICO INC 52,467 50,222
    50000 SHS PFIZER INC 50,332 49,869
    500000 SHS PUBLIC SVC ELEC GAS CO 49,962 49,711
    50000 SHS VERIZON COMMUNICATIONS 51,702 50,330
    12744.65 SHS PIMCO HIGH YIELD FD 113,311 105,526
    100000 SHS ANHEUSER BUSCH INBEV FIN 100,094 97,235
    100000 SHS CHEVRON CORP 99,532 99,413
    100000 SHS CITIGROUP INC 97,270 94,966
    100000 SHS JP MORGAN CHASE & CO 99,455 99,206
    100000 SHS MERCK & CO INC 98,806 98,654
    100000 SHS TORONTO DOMINION BANK 99,217 99,452
    100000 SHS UNION PAC DOR 101,991 100,455
    100000 SHS FLORIDA POWER CORP 100,497 99,858

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    EAGLEMERE FOUNDATION INC
    EIN:
    04-3424302
    Name of Stock End of Year Book Value End of Year Fair Market Value
    200 SHS ABBOTT LABS 4,630 14,466
    1750 SHS ABBVIE INC 48,946 161,333
    950 SHS ACCENTURE 53,128 133,960
    100 SHS AIR PRODS & CHEMS INC 7,156 16,005
    1000 SHS AMERICAN WATER WORKS CO 42,685 90,770
    2000 SHS AMERIPRISE FINL INC 73,134 208,740
    700 SHS ANADARKO PETE CORP 63,935 30,688
    2100 SHS APPLE INC 167,735 331,254
    2100 SHS BB&T CORP 77,882 90,972
    300 SHS BLACKROCK INC 53,860 117,846
    1182 SHS BROADCOM CORP 68,305 300,559
    2000 SHS CISCO SYS INC 50,023 86,660
    200 SHS COCA COLA 6,520 9,470
    700 SHS COMCAST CORP 33,180 47,670
    1000 SHS CORNING INC 18,490 30,210
    400 SHS COSTCO WHSL CORP 49,644 81,484
    800 SHS DANAHER CORP 52,210 82,496
    1100 SHS DISNEY WALT CO 76,213 120,615
    1400 SHS DOW CHEM CO 55,424 74,872
    1100 SHS EMERSON ELECTRIC CO 51,853 65,725
    1100 SHS ENTERGY CORP 69,690 94,677
    1000 SHS EOG RES INC 93,948 87,210
    1900 SHS EXXON MOBIL CORP 123,148 129,561
    500 SHS FEDEX CORP 86,393 80,665
    400 SHS GENERAL DYNAMICS CORP 35,845 62,884
    900 SHS HONEYWELL INTL INC 35,940 118,908
    1000 SHS INTEL CORP 33,574 46,930
    1300 SHS JOHNSON & JOHNSON 99,901 167,765
    750 SHS KRAFT HEINZ CORP 23,087 32,280
    750 SHS MC DONALDS CORP 72,140 133,178
    1000 SHS MERK & CO INC 58,688 76,410
    2400 SHS MICROSOFT CORP 66,972 243,768
    1250 SHS MONDELIZ INTL INC 35,089 50,038
    200 SHS NOVARTIS A G 11,167 17,162
    1250 SHS OCCIDENTAL PETE CORP DEL 95,884 76,725
    600 SHS PEPSICO INC 39,338 66,288
    750 SHS PHILIP MORRIS INTL INC 38,341 50,070
    2900 SHS PFIZER INC 88,191 126,585
    1200 SHS PROCTER & GAMBLE CO 72,572 110,304
    400 SHS RAYTHEON CO 39,267 61,340
    1400 SHS STARBUCKS CORP 56,332 90,160
    1300 SHS TEXAS INSTRS INC 54,453 122,850
    700 SHS UNITED HEALTH GROUP INC 64,615 174,384
    600 SHS VERIZON COMMUNICATIONS 29,706 33,732
    1000 SHS BP PLC 41,029 37,920
    1500 SHS ISHARES RUSSELL 2000 VALUE INDEX 77,760 161,310
    2200 SHS ISHARES RUSSELL MIDCAP ETF 206,373 409,024
    4251.701 SHS PRINCIPAL MIDCAP BLEND FUND 100,000 96,386
    3254.149 SHS CLEARBRIDGE SMALL CAP 100,000 104,263
    1200 SHS MEDTRONIC PLC 89,612 109,152
    10500 SHS VANGUARD FTSE EMERGING MKTS 372,411 400,050
    1700 SHS ISHARES RUSSELL MIDCAP ETF 61,957 79,016
    50 SHS ALPHABET INC CLASS C 14,417 51,781
    230 SHS AMAZON COM 19,881 67,589
    200 SHS AVALONBAY CMNTYS INC 32,493 34,810
    1200 SHS BERKSHIRE HATHAWAY INC 151,481 245,016
    150 SHS CELEGENE 4,253 9,614
    165 SHS FACEBOOK INC 5,778 21,630
    500 SHS J P MORGAN CHASE & CO 34,568 48,810
    7400 SHS ISHARES CORE MSCI EAFE 430,013 407,000
    3200 SHS ISHARES RUSSELL 2000 ETF 407,531 428,480
    6700 SHS ISHARES MSCI EMERGING MKTS INDEX 323,940 315,905
    865 SHS ISHARES TR RUSSELL 2000 ETF FUND 108,681 115,824
    2870 SHS ISHARES CORE MSCI EAFE 160,075 157,850
    2500 SHS VANGUARD FTSE EMERGING MKTS EFT 96,464 95,250
    1125 SHS HOME DEPOT INC 88,691 171,820
    200 SHS GOLDMAN SACHS GROUP 29,274 33,410
    122 SHS ISHARES RUSSELL MIDCAP VALUE ETF 6,028 9,315
    225 SHS CVS HEALTH CORP 6,254 14,742
    75 SHS ALPHABET INC CLASS C 21,626 77,671
    125 SHS ALPHABET INC CLASS A 36,258 130,620
    250 SHS AMAZON COM 82,047 375,493
    1400 SHS APPLE INC 98,480 220,836
    1131 SHS AT&T INC 38,541 32,279
    175 SHS BERKSHIRE HATHAWAY INC 8,440 35,732
    405 SHS BOEING 57,379 130,613
    900 SHS CELEGENE 29,720 57,681
    1200 SHS FACEBOOK INC 42,019 157,308
    600 SHS FEDEX CORP 62,514 96,798
    125 SHS HOME DEPOT INC 3,092 21,478
    200 SHS J P MORGAN CHASE & CO 6,970 19,524
    675 SHS 3M CO 36,361 128,615
    150 SHS RESIDIO TECHNOLOGIES 1,080 3,083
    2145 SHS ISHARES TR RUSSELL 1000 ETF FUND 129,193 297,490

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    EAGLEMERE FOUNDATION INC
    EIN:
    04-3424302
    US Government Securities - End of Year Book Value:

    196,740
    US Government Securities - End of Year Fair Market Value:

    198,460
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2018 InvestmentsOtherSchedule2
    Name:
    EAGLEMERE FOUNDATION INC
    EIN:
    04-3424302
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    18832.392 SHS BLACKSTONE ALT MULTI STRATEGY AT COST 200,000 195,292
    10231.924 SHS GOTHAM ABSOLUTE RETURN FUND AT COST 150,000 142,326
    1000 SHS SPDR GOLD TR AT COST 124,597 121,250

    TY 2018 OtherDecreasesSchedule
    Name:
    EAGLEMERE FOUNDATION INC
    EIN:
    04-3424302
    Description Amount
    UNREALIZED GAIN ON CONTRIBUTED ASSETS 1,274,543


    TY 2018 OtherExpensesSchedule
    Name:
    EAGLEMERE FOUNDATION INC
    EIN:
    04-3424302
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE FILING FEE 515 515 515 0
    OTHER - DIVIDENDS ASSET FEE 626 626 626 0


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    EAGLEMERE FOUNDATION INC
    EIN:
    04-3424302
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT FEES 6361 51,122 51,122 51,122 0
    MANAGEMENT FEES 8111 4,951 4,951 4,951 0


    TY 2018 SubstantialContributorsSch
    Name:
    EAGLEMERE FOUNDATION INC
    EIN:
    04-3424302
    Name Address
    MARILYN SARLES 60 EDMUNDS ROAD
    WELLESLEY,MA02481
    H JAY SARLES 60 EDMUNDS ROAD
    WELLESLEY,MA02481


    TY 2018 TaxesSchedule
    Name:
    EAGLEMERE FOUNDATION INC
    EIN:
    04-3424302
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 6361 3,681 3,681 3,681 0
    FOREIGN TAXES 8111 741 741 741 0
    EXCISE TAXES 6,500 0 0 0