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
Boveri-Trackman Family Foundation Inc
 
Number and street (or P.O. box number if mail is not delivered to street address)c/o Wilder and Shea One Hollis St R
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wellesley, MA02482
A Employer identification number

04-3189191
B Telephone number (see instructions)

(781) 235-3400
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$1,636,167J 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.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 51,715 51,715  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 200,811
b Gross sales price for all assets on line 6a 883,314
7 Capital gain net income (from Part IV, line 2)... 200,811
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........ 252,526 252,526  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 37 37    
b Accounting fees (attach schedule)....... Click to see attachment 3,250 2,000   1,250
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,834      
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 277 277    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,398 2,314   1,250
25 Contributions, gifts, grants paid....... 100,000 100,000
26 Total expenses and disbursements. Add lines 24 and 25 105,398 2,314   101,250
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 147,128
b Net investment income (if negative, enter -0-) 250,212
c Adjusted net income (if negative, enter -0-)...  
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.............      
2 Savings and temporary cash investments......... 169,415 83,125 83,125
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)....... 1,077,372 Click to see attachment1,113,763 643,296
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).......... 745,723 Click to see attachment932,260 910,544
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment-12,537 Click to see attachment-2,047 Click to see attachment-798
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,979,973 2,127,101 1,636,167
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
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........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 1,979,973 2,127,101
30 Total net assets or fund balances (see instructions)..... 1,979,973 2,127,101
31 Total liabilities and net assets/fund balances (see instructions). 1,979,973 2,127,101
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
1,979,973
2
Enter amount from Part I, line 27a .....................
2
147,128
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
2,127,101
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
2,127,101
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 Berkshire Hathaway P 2018-01-05 2018-09-21
b Berkshire Hathaway P 2018-02-06 2018-09-21
c Call ATT P 2018-12-13 2018-12-13
d Call ATT P 2018-12-13 2018-12-13
e Call ATT P 2018-01-12 2018-01-12
Call ATT P 2018-01-12 2018-01-12
Call ATT P 2018-09-05 2018-09-05
Call ATT P 2018-09-05 2018-09-05
Call ATT P 2018-09-05 2018-09-05
Call ATT P 2018-09-05 2018-09-05
Call ATT P 2018-09-05 2018-09-05
Call ATT P 2018-12-13 2018-12-13
Call ATT P 2018-02-13 2018-03-02
Call ATT P 2018-02-13 2018-03-02
Call ATT P 2018-02-13 2018-03-02
Call ATT P 2018-01-12 2018-02-02
Call ATT P 2018-04-27 2018-04-27
Call ATT P 2018-04-27 2018-04-27
Call Bank of America P 2018-08-14 2018-08-14
Call Bank of America P 2018-02-27 2018-02-27
Call Bank of America P 2018-02-27 2018-02-27
Call Bank of America P 2018-05-02 2018-05-18
Call Bank of America P 2018-05-02 2018-05-18
Call Bank of America P 2018-05-02 2018-05-18
Call Bank of America P 2018-05-02 2018-05-18
Call Bank of America P 2018-05-02 2018-05-18
Call Bank of America P 2018-05-02 2018-05-18
Call Bank of America P 2018-05-02 2018-05-18
Call Bank of America P 2018-09-11 2018-09-11
Call Bank of America P 2018-10-09 2018-10-09
Call Bank of America P 2018-10-22 2018-10-22
Call Bank of America P 2018-10-22 2018-10-22
Call Bank of America P 2018-03-27 2018-03-27
Call Bank of America P 2018-03-27 2018-03-27
Call Bank of America P 2018-04-27 2018-04-27
Call Bank of America P 2018-06-27 2018-06-27
Call Bank of America P 2018-06-27 2018-06-27
Call Bank of America P 2018-06-27 2018-06-27
Call Bank of America P 2018-06-27 2018-06-27
Call Bank of America P 2018-06-27 2018-06-27
Call Bank of America P 2018-06-27 2018-06-27
Call Bank of America P 2018-06-27 2018-06-27
Call Bank of America P 2018-06-27 2018-06-27
Call Bank of America P 2018-06-27 2018-06-27
Call Berkshire Hathaway P 2018-06-18 2018-06-18
Call Berkshire Hathaway P 2018-05-09 2018-05-18
Call Coca Cola P 2018-02-26 2018-03-16
Call Coca Cola P 2018-02-26 2018-03-16
Call Coca Cola P 2018-06-14 2018-06-14
Call Coca Cola P 2018-04-27 2018-04-27
Call Coca Cola P 2018-04-27 2018-04-27
Call Coca Cola P 2018-04-27 2018-04-27
Call Coca Cola P 2018-04-27 2018-04-27
Call Coca Cola P 2018-04-27 2018-04-27
Call Coca Cola P 2018-04-27 2018-04-27
Call Coca Cola P 2018-04-27 2018-04-27
Call Coca Cola P 2018-04-27 2018-04-27
Call Coca Cola P 2018-04-27 2018-04-27
Call Coca Cola P 2018-04-27 2018-04-27
Call Coca Cola P 2018-04-27 2018-04-27
Call Coca Cola P 2018-04-27 2018-04-27
Call Direxion P 2018-03-12 2018-03-12
Call Direxion P 2018-02-12 2018-02-16
Call Direxion P 2018-01-18 2018-01-18
Call Ford Motor P 2018-11-02 2018-12-21
Call Ford Motor P 2018-11-02 2018-12-21
Call Freeport McMoran P 2018-01-05 2018-01-05
Call Freeport McMoran P 2018-02-13 2018-02-13
Call Freeport McMoran P 2018-06-12 2018-06-12
Call Freeport McMoran P 2018-06-12 2018-06-12
Call Freeport McMoran P 2018-07-16 2018-07-16
Call Freeport McMoran P 2018-03-27 2018-03-27
Call Freeport McMoran P 2018-03-27 2018-03-27
Call Freeport McMoran P 2018-07-26 2018-07-26
Call Freeport McMoran P 2018-04-27 2018-04-27
Call Freeport McMoran P 2018-06-18 2018-06-18
Call Invesco P 2018-07-30 2018-08-17
Call Invesco P 2018-08-27 2018-08-27
Call Invesco P 2018-08-28 2018-08-28
Call Invesco P 2018-09-21 2018-09-21
Call Invesco P 2018-09-21 2018-09-21
Call Invesco P 2018-09-21 2018-09-21
Call Invesco P 2018-10-01 2018-10-01
Call Invesco P 2018-10-01 2018-10-01
Call Invesco P 2018-10-01 2018-10-01
Call Invesco P 2018-10-01 2018-10-01
Call Invesco P 2018-09-28 2018-10-05
Call Invesco P 2018-09-28 2018-10-05
Call Invesco P 2018-09-28 2018-10-05
Call Invesco P 2018-11-15 2018-11-15
Call Invesco P 2018-03-28 2018-03-28
Call Invesco P 2018-02-21 2018-02-21
Call Invesco P 2018-02-21 2018-02-21
Call Invesco P 2018-02-21 2018-02-21
Call Kinder Morgan P 2018-02-21 2018-02-21
Call Pfizer P 2018-06-06 2018-06-06
Call Pfizer P 2018-02-13 2018-02-13
Call Pfizer P 2018-03-16 2018-03-16
Call Pfizer P 2018-03-16 2018-03-16
Call Pfizer P 2018-03-16 2018-03-16
Call Pfizer P 2018-03-16 2018-03-16
Call Pfizer P 2018-05-02 2018-05-02
Call Pfizer P 2018-04-26 2018-04-26
Call Pfizer P 2018-04-26 2018-04-26
Call Range Resources P 2018-07-24 2018-08-03
Call Range Resources P 2018-10-04 2018-10-04
Call Range Resources P 2018-10-04 2018-10-04
Call Range Resources P 2018-10-04 2018-10-04
Call Range Resources P 2018-11-13 2018-11-13
Call Range Resources P 2018-11-13 2018-11-13
Call Range Resources P 2018-11-09 2018-12-21
Call Range Resources P 2018-01-08 2018-02-16
Call Range Resources P 2018-01-09 2018-02-16
Call Range Resources P 2018-01-09 2018-02-16
Call Range Resources P 2018-01-09 2018-02-16
Call Range Resources P 2018-01-09 2018-02-16
Call Range Resources P 2018-01-09 2018-02-16
Call Range Resources P 2018-01-09 2018-02-16
Call Range Resources P 2018-05-21 2018-07-20
Call Range Resources P 2018-05-21 2018-07-20
Call Schlumberger P 2018-10-23 2018-11-09
Call Schlumberger P 2018-04-19 2018-04-19
Call Schlumberger P 2018-05-17 2018-05-17
Call Schlumberger P 2018-05-17 2018-05-17
Call Schlumberger P 2018-05-17 2018-05-17
Call Schlumberger P 2018-05-17 2018-05-17
Call Schlumberger P 2018-10-24 2018-10-24
Call Schlumberger P 2018-10-24 2018-10-24
Call Schlumberger P 2018-10-24 2018-10-24
Call Schlumberger P 2018-10-24 2018-10-24
Call Schlumberger P 2018-10-24 2018-10-24
Call Schlumberger P 2018-10-24 2018-10-24
Call Schlumberger P 2018-04-30 2018-04-30
Call Schlumberger P 2018-06-12 2018-06-12
Call Schlumberger P 2018-06-12 2018-06-12
Call Schlumberger P 2018-06-12 2018-06-12
Call Schlumberger P 2018-01-12 2018-01-12
Call Schlumberger P 2018-01-12 2018-01-12
Call Schlumberger P 2018-01-31 2018-02-02
Call Schlumberger P 2018-03-16 2018-03-16
Call Schlumberger P 2018-03-16 2018-03-16
Call Schlumberger P 2018-03-16 2018-03-16
Call Schlumberger P 2018-03-16 2018-03-16
Call Schlumberger P 2018-07-11 2018-07-11
Call Schlumberger P 2018-07-11 2018-07-11
Call Schlumberger P 2018-02-09 2018-02-09
Call Schlumberger P 2018-02-09 2018-02-09
Call Schlumberger P 2018-05-07 2018-06-15
Call Schlumberger P 2018-01-05 2018-01-19
Call Schlumberger P 2018-08-17 2018-08-17
Call Schlumberger P 2018-08-17 2018-08-17
Call Schlumberger P 2018-08-17 2018-08-17
Call Schlumberger P 2018-08-17 2018-08-17
Call Schlumberger P 2018-08-17 2018-08-17
Call Schlumberger P 2018-08-17 2018-08-17
Call Schlumberger P 2018-08-17 2018-08-17
Call Schlumberger P 2018-08-17 2018-08-17
Call Schlumberger P 2018-08-17 2018-08-17
Call SPDR DJIA P 2018-09-21 2018-09-21
Call SPDR DJIA P 2018-09-20 2018-10-05
Call SPDR DJIA P 2018-03-20 2018-03-20
Call SPDR Energy P 2018-06-13 2018-07-20
Call SPDR Energy P 2018-07-30 2018-08-17
Call SPDR Energy P 2018-06-12 2018-06-12
Call SPDR Energy P 2018-06-12 2018-06-12
Call SPDR Energy P 2018-06-12 2018-06-12
Call SPDR Energy P 2018-06-14 2018-06-14
Call SPDR Energy P 2018-09-11 2018-11-16
Call SPDR Financial P 2018-02-07 2018-03-02
Call SPDR Hyld Bnd P 2018-09-19 2018-12-21
Call SPDR SP 5500 P 2018-11-28 2018-12-07
Call SPDR SP 5500 P 2018-09-05 2018-09-17
Call SPDR SP 5500 P 2018-10-09 2018-10-19
Call SPDR SP 5500 P 2018-10-09 2018-10-09
Call Starbucks P 2018-07-05 2018-08-17
Call Starbucks P 2018-05-02 2018-05-11
Call Starbucks P 2018-05-02 2018-05-11
Call Starbucks P 2018-05-02 2018-05-11
Call Starbucks P 2018-05-02 2018-05-11
Call Starbucks P 2018-05-02 2018-05-11
Call Starbucks P 2018-05-02 2018-05-11
Call Starbucks P 2018-05-15 2018-06-01
Call Starbucks P 2018-06-04 2018-06-15
Call Starbucks P 2018-06-19 2018-06-22
Call Starbucks P 2018-06-19 2018-06-22
Call Starbucks P 2018-06-19 2018-06-22
Call Starbucks P 2018-06-19 2018-06-22
Call Starbucks P 2018-01-17 2018-01-17
Call Starbucks P 2018-03-02 2018-04-20
Call Starbucks P 2018-03-02 2018-04-20
Call Starbucks P 2018-03-02 2018-04-20
Call Starbucks P 2018-04-23 2018-04-27
Call Starbucks P 2018-11-08 2018-11-08
Call Starbucks P 2018-11-08 2018-11-08
Call Starbucks P 2018-11-08 2018-11-08
Call Starbucks P 2018-11-28 2018-11-28
Call Starbucks P 2018-11-28 2018-11-28
Call Starbucks P 2018-01-31 2018-01-31
Call Starbucks P 2018-12-27 2018-12-27
Call Starbucks P 2018-12-27 2018-12-27
Call Starbucks P 2018-12-27 2018-12-27
Call Starbucks P 2018-12-27 2018-12-27
Call Starbucks P 2018-12-27 2018-12-27
Call Starbucks P 2018-12-27 2018-12-27
Call Starbucks P 2018-12-27 2018-12-27
Call Starbucks P 2018-12-27 2018-12-27
Call Starbucks P 2018-12-27 2018-12-27
Call Starbucks P 2018-12-27 2018-12-27
Call Starbucks P 2018-12-27 2018-12-27
Call Starbucks P 2018-12-27 2018-12-27
Call Starbucks P 2018-12-27 2018-12-27
Call Starbucks P 2018-12-27 2018-12-27
Call Starbucks P 2018-12-27 2018-12-27
Call Starbucks P 2018-12-27 2018-12-27
Call Starbucks P 2018-12-27 2018-12-27
Call The Coca Cola Co P 2018-08-13 2018-08-13
Call The Coca Cola Co P 2018-10-22 2018-10-22
Call The Coca Cola Co P 2018-10-22 2018-10-22
Call The Coca Cola Co P 2018-11-01 2018-11-01
Call The Coca Cola Co P 2018-09-04 2018-09-04
Call The Coca Cola Co P 2018-09-04 2018-09-04
Call The Coca Cola Co P 2018-12-27 2018-12-27
Call The Coca Cola Co P 2018-11-13 2018-11-13
Call The Coca Cola Co P 2018-11-13 2018-11-13
Call The Coca Cola Co P 2018-11-13 2018-11-13
Call The Coca Cola Co P 2018-11-13 2018-11-13
Call The Coca Cola Co P 2018-11-23 2018-11-23
Call The Coca Cola Co P 2018-12-27 2018-12-27
Call Transocean P 2018-03-13 2018-03-16
Call Transocean P 2018-03-13 2018-03-16
Call Transocean P 2018-03-13 2018-03-16
Call Transocean P 2018-03-13 2018-03-16
Call Transocean P 2018-03-13 2018-03-16
Call Transocean P 2018-04-23 2018-04-23
Call Transocean P 2018-05-04 2018-05-04
Call Transocean P 2018-05-04 2018-05-04
Call Transocean P 2018-05-04 2018-05-04
Call Transocean P 2018-01-04 2018-01-19
Call Transocean P 2018-05-15 2018-05-15
Call Transocean P 2018-05-15 2018-05-15
Call Transocean P 2018-05-15 2018-05-15
Call Transocean P 2018-05-14 2018-07-20
Call Transocean P 2018-07-30 2018-08-03
Call Transocean P 2018-07-30 2018-08-03
Call Transocean P 2018-07-30 2018-08-03
Call Walt Disney P 2018-05-25 2018-05-25
Call Walt Disney P 2018-02-13 2018-03-16
Call Walt Disney P 2018-01-17 2018-01-17
Call Walt Disney P 2018-01-17 2018-01-17
Call Walt Disney P 2018-02-14 2018-02-14
Call Walt Disney P 2018-05-03 2018-05-03
Call Walt Disney P 2018-05-03 2018-05-03
Daily SP 500 P 2017-08-18 2018-03-09
Kinder Morgan P 2017-11-01 2018-09-21
Kinder Morgan P 2017-11-13 2018-09-21
Kinder Morgan P 2017-12-01 2018-09-21
Kinder Morgan P 2017-12-11 2018-09-21
Paypal Holdings P 2018-01-12 2018-05-18
The Coca Cola Co P 2018-02-06 2018-12-26
The Coca Cola Co P 2018-10-12 2018-12-26
Walt Disney P 2017-07-06 2018-06-15
Walt Disney P 2017-08-18 2018-06-15
Walt Disney P 2017-09-07 2018-06-15
Walt Disney P 2017-09-08 2018-06-15
Walt Disney P 2017-11-03 2018-06-15
Freeport McMoran P 2015-03-02 2018-07-25
Freeport McMoran P 2015-03-10 2018-07-25
Freeport McMoran P 2015-03-20 2018-07-25
Freeport McMoran P 2015-04-10 2018-07-25
Freeport McMoran P 2015-08-05 2018-07-25
Freeport McMoran P 2018-10-27 2018-07-25
Pfizer P 2014-02-05 2018-06-05
Pfizer P 2014-03-19 2018-06-05
Pfizer P 2014-03-24 2018-06-05
Pfizer P 2014-04-07 2018-06-05
Pfizer P 2014-04-07 2018-06-05
Pfizer P 2016-12-13 2018-06-05
Pfizer P 2017-04-27 2018-06-05
SPDR SP 500 P 2012-10-23 2018-08-17
SPDR SP 500 P 2012-11-07 2018-08-17
SPDR SP 500 P 2012-11-07 2018-08-17
SPDR SP 500 P 2012-11-07 2018-08-17
SPDR SP 500 P 2012-11-08 2018-08-17
SPDR SP 500 P 2014-02-05 2018-08-17
SPDR SP 500 P 2014-10-17 2018-08-17
SPDR SP 500 P 2015-01-14 2018-08-17
The Coca Cola Co P 2013-06-13 2018-12-26
The Coca Cola Co P 2014-01-31 2018-12-26
The Coca Cola Co P 2016-04-25 2018-12-26
The Coca Cola Co P 2016-07-28 2018-12-26
The Coca Cola Co P 2016-11-30 2018-12-26
The Coca Cola Co P 2017-08-30 2018-12-26
Umpqua Holdings P 2007-05-03 2018-02-26
Umpqua Holdings P 2007-05-03 2018-02-26
Umpqua Holdings P 2011-01-04 2018-02-26
Umpqua Holdings P 2011-02-24 2018-02-26
Umpqua Holdings P 2014-08-08 2018-02-26
Umpqua Holdings P 2014-01-22 2018-02-26
Umpqua Holdings P 2016-04-05 2018-02-26
Umpqua Holdings P 2016-04-25 2018-02-26
Walt Disney P 2017-03-29 2018-06-15
Walt Disney P 2017-04-26 2018-06-15
Walt Disney P 2017-05-03 2018-06-15
Walt Disney P 2017-05-10 2018-06-15
Walt Disney P 2017-05-10 2018-06-15
Walt Disney P 2017-06-02 2018-06-15
Walt Disney P 2017-06-05 2018-06-15
(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 21,054   19,995 1,059
b 21,054   20,004 1,050
c 49   5 44
d 49   5 44
e 202   90 112
1,830   811 1,019
10   1 9
10   1 9
10   1 9
20   2 18
49   5 44
95   7 88
60     60
48     48
48     48
164     164
104   8 96
234   18 216
822   1,444 -622
377   792 -415
1,082   2,178 -1,096
72     72
24     24
24     24
24     24
12     12
12     12
12     12
1,009   509 500
584   152 432
83   6 77
499   34 465
650   174 476
975   261 714
360   30 330
19   8 11
19   8 11
19   8 11
19   8 11
19   8 11
19   8 11
38   16 22
57   24 33
114   48 66
392   190 202
64     64
151     151
151     151
182   60 122
23   5 18
23   5 18
23   5 18
23   5 18
23   5 18
23   5 18
23   5 18
23   5 18
23   5 18
23   5 18
46   10 36
185   40 145
49   2 47
19     19
114   53 61
259     259
568     568
4,833   9,722 -4,889
8,733   4,922 3,811
73   343 -270
155   729 -574
758   172 586
1,388   1,168 220
3,570   3,004 566
933   197 736
1,278   100 1,178
1,258   397 861
352     352
68   228 -160
465   868 -403
236   70 166
236   71 165
473   140 333
112   70 42
112   70 42
112   70 42
113   70 43
115     115
115     115
231     231
280   48 232
157   15 142
23   1 22
23   1 22
23   1 22
47   2 45
719   1,301 -582
1,005   170 835
10   2 8
30   6 24
40   8 32
50   10 40
420   92 328
66   27 39
220   90 130
459     459
14   98 -84
57   391 -334
268   1,860 -1,592
381   163 218
1,907   817 1,090
1,544     1,544
34     34
19     19
19     19
19     19
56     56
19     19
19     19
113     113
226     226
612     612
1,232   4,718 -3,486
99   816 -717
99   816 -717
99   816 -717
198   1,632 -1,434
13   2 11
26   4 22
146   22 124
159   24 135
159   24 135
159   24 135
6,382   3,563 2,819
270   114 156
1,352   570 782
2,433   1,026 1,407
618   2,599 -1,981
138   2,599 -2,461
195     195
118   76 42
354   227 127
413   265 148
3,247   756 2,491
137   76 61
1,923   1,064 859
2,633   239 2,394
2,633   239 2,394
198     198
390     390
18   2 16
18   2 16
18   2 16
18   2 16
18   2 16
37   4 33
55   6 49
92   10 82
382   40 342
527   2,305 -1,778
1,912     1,912
373   78 295
767     767
422     422
15   1 14
75   5 70
211   14 197
542   358 184
242     242
222     222
247     247
197     197
188     188
152     152
424   88 336
108     108
22     22
22     22
22     22
22     22
22     22
65     65
206     206
278     278
41     41
82     82
204     204
82     82
82   448 -366
109     109
109     109
164     164
354     354
72   2,259 -2,187
167   5,270 -5,103
1,053   7,529 -6,476
5,693   4,659 1,034
5,693   4,659 1,034
512   88 424
72   26 46
72   26 46
72   26 46
72   26 46
72   26 46
72   26 46
72   26 46
72   26 46
72   26 46
72   26 46
72   26 46
72   26 46
72   26 46
72   26 46
72   26 46
144   52 92
216   78 138
582   918 -336
133   149 -16
309   349 -40
262   1,123 -861
583   50 533
583   50 533
927   423 504
53   320 -267
160   960 -800
427   2,559 -2,132
427   2,559 -2,132
5,087   3,078 2,009
2,707   1,118 1,589
83     83
28     28
55     55
55     55
147     147
368   3,392 -3,024
337   115 222
1,012   345 667
2,024   691 1,333
168     168
219   981 -762
219   981 -762
291   1,309 -1,018
2,813     2,813
15     15
30     30
563     563
1,160   60 1,100
815     815
139   27 112
520   108 412
3,215   255 2,960
48   14 34
324   91 233
2,583   4,056 -1,473
1,825   1,821 4
1,825   1,750 75
1,825   1,739 86
3,651   3,609 42
16,195   16,033 162
9,269   8,825 444
23,174   22,383 791
21,121   20,755 366
10,561   10,099 462
10,561   9,770 791
21,121   19,372 1,749
10,561   9,902 659
7,809   10,454 -2,645
1,562   1,905 -343
3,124   3,697 -573
3,124   3,671 -547
15,618   10,996 4,622
7,809   5,754 2,055
7,283   6,165 1,118
10,925   9,549 1,376
7,283   6,291 992
3,642   3,133 509
7,283   6,266 1,017
7,283   6,530 753
3,642   3,400 242
57,104   28,243 28,861
28,552   13,988 14,564
28,552   13,988 14,564
28,552   14,042 14,510
28,552   13,893 14,659
28,552   17,522 11,030
28,552   18,883 9,669
57,104   20,244 36,860
46,347   23,372 22,975
9,269   7,609 1,660
4,635   4,475 160
4,635   4,364 271
4,635   4,096 539
13,904   13,639 265
437   513 -76
21,400   25,147 -3,747
2,184   1,260 924
2,184   1,118 1,066
4,367   3,313 1,054
2,184   1,724 460
6,551   4,742 1,809
4,367   3,177 1,190
10,561   11,252 -691
10,561   11,595 -1,034
10,561   11,190 -629
10,561   10,923 -362
10,561   10,923 -362
21,121   21,416 -295
10,561   10,652 -91
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       1,059
b       1,050
c       44
d       44
e       112
      1,019
      9
      9
      9
      18
      44
      88
      60
      48
      48
      164
      96
      216
      -622
      -415
      -1,096
      72
      24
      24
      24
      12
      12
      12
      500
      432
      77
      465
      476
      714
      330
      11
      11
      11
      11
      11
      11
      22
      33
      66
      202
      64
      151
      151
      122
      18
      18
      18
      18
      18
      18
      18
      18
      18
      18
      36
      145
      47
      19
      61
      259
      568
      -4,889
      3,811
      -270
      -574
      586
      220
      566
      736
      1,178
      861
      352
      -160
      -403
      166
      165
      333
      42
      42
      42
      43
      115
      115
      231
      232
      142
      22
      22
      22
      45
      -582
      835
      8
      24
      32
      40
      328
      39
      130
      459
      -84
      -334
      -1,592
      218
      1,090
      1,544
      34
      19
      19
      19
      56
      19
      19
      113
      226
      612
      -3,486
      -717
      -717
      -717
      -1,434
      11
      22
      124
      135
      135
      135
      2,819
      156
      782
      1,407
      -1,981
      -2,461
      195
      42
      127
      148
      2,491
      61
      859
      2,394
      2,394
      198
      390
      16
      16
      16
      16
      16
      33
      49
      82
      342
      -1,778
      1,912
      295
      767
      422
      14
      70
      197
      184
      242
      222
      247
      197
      188
      152
      336
      108
      22
      22
      22
      22
      22
      65
      206
      278
      41
      82
      204
      82
      -366
      109
      109
      164
      354
      -2,187
      -5,103
      -6,476
      1,034
      1,034
      424
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      46
      92
      138
      -336
      -16
      -40
      -861
      533
      533
      504
      -267
      -800
      -2,132
      -2,132
      2,009
      1,589
      83
      28
      55
      55
      147
      -3,024
      222
      667
      1,333
      168
      -762
      -762
      -1,018
      2,813
      15
      30
      563
      1,100
      815
      112
      412
      2,960
      34
      233
      -1,473
      4
      75
      86
      42
      162
      444
      791
      366
      462
      791
      1,749
      659
      -2,645
      -343
      -573
      -547
      4,622
      2,055
      1,118
      1,376
      992
      509
      1,017
      753
      242
      28,861
      14,564
      14,564
      14,510
      14,659
      11,030
      9,669
      36,860
      22,975
      1,660
      160
      271
      539
      265
      -76
      -3,747
      924
      1,066
      1,054
      460
      1,809
      1,190
      -691
      -1,034
      -629
      -362
      -362
      -295
      -91
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 2 200,811
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 24,487
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 97,750 1,938,837 000.050417
2016 93,475 1,876,117 000.049824
2015 85,625 1,931,820 000.044323
2014 52,538 1,931,757 000.027197
2013 104,620 1,779,791 000.058782
2
Total of line 1, column (d) .....................
2
000.230543
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
000.046109
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
1,928,811
5
Multiply line 4 by line 3......................
5
88,936
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
2,502
7
Add lines 5 and 6........................
7
91,438
8
Enter qualifying distributions from Part XII, line 4,.............
8
101,250
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 2,502
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  
3 Add lines 1 and 2........................... 3 2,502
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,502
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a  
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 83
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 2,585
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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
 
 
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 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. ...............................
    10
     
    No
    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 ofbulletWilder & Shea Telephone no.bullet (617) 235-3400

    Located atbullet1 Hollis StWellesleyMA ZIP+4bullet02181
    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
    Philip Trackman President, Director
    000.00     		0    
    13 Ash St
    Cambridge,MA02138
    Kathleen Fowler Treasurer, Director, Asst Clerk
    000.00     		0    
    586 Main St PO Box 2018
    Dennis,MA02638
    Leslie B Shea Clerk, Director
    000.00     		0    
    1 Hollis St Ste 410
    Wellesley,MA02482
    Stephen Trackman Director
    000.00     		0    
    124 Delissa Ct
    Stateline,NV89449
    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
     
    Total number of other employees paid over $50,000...................bullet  
    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
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    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 Not applicable 0
    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 Not applicable  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    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
    1,769,616
    b
    Average of monthly cash balances.......................
    1b
    185,789
    c
    Fair market value of all other assets (see instructions)................
    1c
    2,779
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,958,184
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    1,958,184
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) Click to see attachment.............................
    4
    29,373
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,928,811
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    96,441
    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
    96,441
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    2,502
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,502
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    93,939
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    93,939
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    93,939
    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 Click to see attachment..........
    1a
    101,250
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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
    101,250
    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
    2,502
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    98,748
    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 93,939
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 11,031
    b From 2014......  
    c From 2015......  
    d From 2016...... 546
    e From 2017...... 3,263
    fTotal of lines 3a through e........ 14,840
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 101,250
    a Applied to 2017, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2018 distributable amount..... 93,939
    e Remaining amount distributed out of corpus 7,311
    5 Excess distributions carryover applied to 2018.    
    (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 22,151
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    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) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		11,031
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		11,120
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016.... 546
    d Excess from 2017.... 3,263
    e Excess from 2018.... 7,311
    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).)
    Philip Trackman
    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.
    None
    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
    Cape & Islands Chamber Music Festival
    PO Box 1934
    North Eastham,MA02651     		  PC Arts 700
    WGBH
    800 3rd Ave
    New York,NY10022     		  PC Arts 500
    WBUR
    890 Commonweaalth Ave
    Boston,MA02215     		  PC Arts 1,000
    Union of Concerned Scientists
    2 Brattle Square
    Cambridge,MA02338     		  PC Educational 4,500
    American Academy for the Adv of Science
    1200 New York Ave NW
    Washington,DC20005     		  PC Educational 5,000
    The Wooster Fund - Promise Campaign
    1012 Beall Ave
    Wooster,OH44691     		  PC Educational 3,300
    MA Audubon Society
    208 S Great Rd
    Lincoln,MA01773     		  PC Environmental 2,000
    Nature Conservancy National
    4245 North Fairfax Drive Suite 100
    Arlington,VA22203     		  PC Environmental 3,000
    Pound Hounds
    PO Box 212
    Boston,MA01740     		  PC Environmental 1,500
    American Red Cross
    2025 E Street NW
    Washington,DC20006     		  PC Humanitarian 4,000
    Doctors Without Borders
    333 7th Ave 2nd Floor
    New York,NY10001     		  PC Humanitarian 5,000
    US Fund for Unicef
    125 Maiden Lane
    New York,NY10038     		  PC Humanitarian 3,000
    Heifer International
    1 World Ave
    Little Rock,AR72202     		  PC Humanitarian 2,000
    American Diabetes Association
    1701 North Beauregard St
    Alexandria,VA22311     		  PC Medical 5,000
    American Cancer Society
    250 Williams St NW
    Atlanta,GA30303     		  PC Medical 5,000
    American Heart Association
    7272 Greenville Ave
    Dallas,TX75231     		  PC Medical 2,000
    Newton Community Service Center
    492 Waltham St
    West Newton,MA02465     		  PC Social 1,000
    Greater Boston Food Bank
    70 South Bay Ave
    Boston,MA02118     		  PC Social 2,000
    Disabled American Veterans
    3725 Alexandria Pike
    Cold Spring,KY41076     		  PC Social 1,000
    Habitat for Humanity
    1 World Ave
    Little Rock,AR72202     		  PC Social 2,000
    Planned Parenthood Federation - National
    434 West 33rd St
    New York,NY10001     		  PC Social 4,000
    Southern Poverty Law Center
    400 Washington Ave
    Montgomery,AL36104     		  PC Social 10,000
    Partners in Health
    800 Boylston St Suite 300
    Boston,MA02199     		  PC Medical 5,000
    Cambridge Community Foundation
    99 Bishop Allen Drive
    Cambridge,MA02139     		  PC Social 2,000
    Boston Symphony Orchestra
    301 Massachusetts Ave
    Boston,MA02115     		  PC Arts 4,000
    College of Wooster
    1189 Beall Ave
    Wooster,OH44691     		  PC Educational 10,000
    Creative Action Institute
    240 County Rd
    Ipswich,MA01938     		  PC Social 10,000
    Good Shepherd Community Care
    90 Wells Ave
    Newtown,MA02459     		  PC Humanitarian 1,000
    WCRB
    One Guest St
    Boston,MA02135     		  PC Arts 500
    Total .................................bullet 3a 100,000
    bApproved for future payment
    Total .................................bullet 3b  
    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....     14 51,715  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 164,738  
    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)..   216,453  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    216,453
    (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 (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: 18007340
    Software Version: 19.1.1.0


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    Boveri-Trackman Family Foundation Inc
    EIN:
    04-3189191
    Software ID:
    18007340
    Software Version:
    19.1.1.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting 3,250 2,000   1,250

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    Boveri-Trackman Family Foundation Inc
    EIN:
    04-3189191
    Software ID:
    18007340
    Software Version:
    19.1.1.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Charles Schwab - acct 6186-4869 - Equities 1,113,763 643,296

    TY 2018 InvestmentsOtherSchedule2
    Name:
    Boveri-Trackman Family Foundation Inc
    EIN:
    04-3189191
    Software ID:
    18007340
    Software Version:
    19.1.1.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Charles Schwab - acct 6186-4869 AT COST 932,260 910,544

    TY 2018 LegalFeesSchedule
    Name:
    Boveri-Trackman Family Foundation Inc
    EIN:
    04-3189191
    Software ID:
    18007340
    Software Version:
    19.1.1.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Legal fees 37 37    


    TY 2018 OtherAssetsSchedule
    Name:
    Boveri-Trackman Family Foundation Inc
    EIN:
    04-3189191
    Software ID:
    18007340
    Software Version:
    19.1.1.0
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Options -12,537 -2,047 -798


    TY 2018 OtherExpensesSchedule
    Name:
    Boveri-Trackman Family Foundation Inc
    EIN:
    04-3189191
    Software ID:
    18007340
    Software Version:
    19.1.1.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    State Fees 35 35    
    Bank service charges 242 242    


    TY 2018 TaxesSchedule
    Name:
    Boveri-Trackman Family Foundation Inc
    EIN:
    04-3189191
    Software ID:
    18007340
    Software Version:
    19.1.1.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Federal excise taxes 1,834