TY 2014 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Information about Form 990-PF and its instructions is at www.irs.gov/form990pf.

OMB No. 1545-0052

2014

Open to Public Inspection

For calendar year 2014, or tax year beginning 2014, and ending , 20

Name of foundation
THE RICHARD TAM FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)8535 EDNA AVENUE NO 120 Room/suite

City or town, state or province, country, and ZIP or foreign postal code
LAS VEGAS, NV89117

A Employer identification number

88-0241216

B Telephone number (see instructions)

(702) 642-1177

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address changeName change

D 1. Foreign organizations, check here ............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trustOther taxable private foundation

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$20,547,025J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach
	schedule)..............
2	Check
	Sch. B ...............
3	Interest on savings and temporary cash investments	164,972		164,972
4	Dividends and interest from securities......	273,600		273,600
5a	Gross rents..............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		2,733,716
b	Gross sales price for all assets on line 6a 17,230,371
7	Capital gain net income (from Part IV, line 2)...			2,733,716
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........	3,172,288		3,172,288
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........		6,905	6,905	0
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....		155,428	155,428	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		37,659	37,659	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		22	22	0
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	200,014		200,014	0
25	Contributions, gifts, grants paid........	1,000,000			1,000,000
26	Total expenses and disbursements. Add lines 24 and 25	1,200,014		200,014	1,000,000
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	1,972,274
b	Net investment income (if negative, enter -0-)			2,972,274
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2014)

Form 990-PF (2014)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing...............	295,830	99,249	99,249
	2	Savings and temporary cash investments..........
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use...............
	9	Prepaid expenses and deferred charges...........
	10a	Investments—U.S. and state government obligations (attach schedule)	854,289	2,393,411	2,371,529
	b	Investments—corporate stock (attach schedule)........	11,383,585	11,329,012	14,128,939
	c	Investments—corporate bonds (attach schedule)........	3,101,503	3,785,809	3,947,308
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans..............
	13	Investments—other (attach schedule)...........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	15,635,207	17,607,481	20,547,025
	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 )
	23	Total liabilities (add lines 17 through 22)..........	0	0
		Foundations that follow SFAS 117, check here
		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
		and complete lines 27 through 31.
	27	Capital stock, trust principal, or current funds.........	0	0
	28	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	29	Retained earnings, accumulated income, endowment, or other funds	15,635,207	17,607,481
	30	Total net assets or fund balances (see instructions)......	15,635,207	17,607,481
	31	Total liabilities and net assets/fund balances (see instructions)..	15,635,207	17,607,481

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	15,635,207
2	Enter amount from Part I, line 27a.....................	2	1,972,274
3	Other increases not included in line 2 (itemize)	3	0
4	Add lines 1, 2, and 3..........................	4	17,607,481
5	Decreases not included in line 2 (itemize)	5	0
6	Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.	6	17,607,481

Form 990-PF (2014)

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	3855 SHS COVIDIEN PLC	P	2014-03-27	2014-08-29
b	4143 SHS LAS VEGAS SANDS CORP	P	2013-09-10	2014-08-29
c	504 SHS ASBURY AUTOMOTIVE GROUP	P	2014-03-27	2014-09-04
d	554 SHS ENERGIZER HOLDINGS INC.	P	2014-03-27	2014-09-04
e	5403 SHS GENERAL MILLS INC	P	2014-03-27	2014-09-04
	378 SHS NATIONAL OILWELL VARCO INC.	P	2014-03-27	2014-09-04
	392 SHS NOBLE ENERGY INC.	P	2014-03-27	2014-09-04
	94.47059 SHS NOW INC.	P	2014-03-27	2014-09-04
	7195 SHS PINNACLE FINANCIAL PARTNERS INC.	P	2013-12-19	2014-09-04
	.06397 SHS HALYARD HEALTH INC.	P	2014-03-27	2014-11-03
	1068 SHS SKYWORKS SOLUTIONS INC.	P	2014-03-27	2014-11-21
	98.4 SHS CALIFORNIA RES CORP	P	2014-09-04	2014-12-04
	3509 SHS CONOCOPHILLIPS	P	2014-03-27	2014-12-10
	2808 SHS GILEAD SCIENCES INC.	P	2014-08-29	2014-12-10
	7545 SHS HEWLETT-PACKARD COMPANY	P	2014-12-04	2014-12-10
	1909 SHS LYONDELLBASELL INDUSTRIES AF SCA CLASS A	P	2014-03-27	2014-12-10
	246 SHS OCCIDENTAL PETE CORP	P	2014-09-04	2014-12-10
	2515 SHS SCHLUMBERGER LTD	P	2014-03-27	2014-12-10
	5442 SHS TRINITY INDUSTRIES INC	P	2014-09-04	2014-12-10
	5045 SHS VALERO ENERGY CORP	P	2014-09-04	2014-12-10
	2989 SHS WHITING PERTOLEUM CORP	P	2014-09-04	2014-12-04
	5845 SHS ARCHER-DANIELS-MIDLAND CO	P	2014-09-04	2015-01-20
	6857 SHS INVESCO LTD	P	2014-09-04	2015-01-20
	450 SHS PACKAGING CORP OF AMER	P	2014-03-27	2015-01-20
	237 SKYWORKS SOLUTIONS INC	P	2014-03-27	2015-01-20
	7876 SHS SPDR S&P 500 TRUST ETF	P	2014-12-10	2015-01-20
	624 SHS STATE STR CORP	P	2014-03-27	2015-01-20
	1003 SHS ABBVIE INC	P	2014-03-27	2015-01-20
	1546 SHS ASBURY AUTOMOTIVE GROUP	P	2014-03-27	2015-03-20
	374 SHS ALLSTATE CORP	P	2015-01-20	2015-03-20
	1804 SHS CDW CORPORATION OF DELAWARE	P	2014-11-21	2015-03-20
	1312 SHS COMCAST CORP NEW CL A	P	2014-08-29	2015-03-20
	4588 SHS DISCOVER FINANCIAL	P	2014-03-27	2015-03-20
	547 SHS DR PEPPER SNAPPLE GROUP INC	P	2015-01-20	2015-03-20
	620 SHS GILEAD SCIENCES INC	P	2015-01-20	2015-03-20
	635 SHS HCA HOLDINGS INC	P	2014-10-17	2015-03-20
	31.93603 SHS HALYARD HEALTH INC	P	2014-03-27	2015-03-20
	936 SHS HORMEL FOODS CORPORATION	P	2014-03-27	2015-03-20
	8626 SHS INTEL CORP	P	2014-09-04	2015-03-31
	2832 SHS JOHNSON & JOHNSON	P	2014-03-27	2015-03-20
	2089 SHS KROGER COMPANY COMMON	P	2014-09-04	2015-03-20
	360 SHS LAM RESEARCH CORP	P	2015-01-20	2015-03-20
	3586 SHS LAM RESEARCH CORP	P	2015-01-20	2015-03-31
	1540 SHS MYLAN NV	P	2015-03-02	2015-03-20
	499 SHS ORACLE CORPORATION	P	2014-03-27	2015-03-20
	75 SHS PPG INDUSTRIES INC	P	2015-01-20	2015-03-20
	175 SHS PACKAGING CORP OF AMER	P	2014-03-27	2015-03-20
	2009 SHS SKYWORKS SOLUTIONS INC	P	2014-03-27	2015-03-20
	2528 SHS SCHLUMBERGER LTD	P	2015-01-20	2015-03-20
	728 SHS TE CONNECTIVITY LTD	P	2014-03-27	2015-03-20
	959 SHS TEXAS INSTRUMENTS INC	P	2015-01-20	2015-03-20
	2435 SHS UNITED RENTALS INC	P	2014-10-17	2015-03-20
	776 SHS VALERO ENERGY CORP NEW	P	2015-01-20	2015-03-20
	.621 SHS GOOGLE CL C NON-VOTING	P	2015-05-01	2015-05-01
	190 SHS AT & T INC.	P	2015-03-20	2015-06-04
	239 SHS AETNA INC (NEW)	P	2015-03-20	2015-06-04
	142 SHS ALLSTATE CORP	P	2015-01-20	2015-06-04
	219 SHS BOEING CO	P	2015-01-20	2015-06-04
	197 SHS BROADRIDGE FINANCIAL SOLUTIONS	P	2015-03-31	2015-06-04
	292 SHS CDW CORPORATION OF DELAWARE	P	2014-11-21	2015-06-04
	392 SHS CISCO SYSTEMS INC	P	2015-03-31	2015-06-04
	170 SHS COMCAST CORP NEW CL A	P	2014-08-29	2015-06-04
	745 SHS CONOCOPHILLIPS	P	2015-01-20	2015-06-04
	141 SHS DELUXE CORP	P	2015-03-20	2015-06-04
	1035 SHS DEVON ENERGY CORP	P	2015-01-20	2015-06-04
	140 SHS DR PEPPER SNAPPLE GROUP INC	P	2015-01-20	2015-06-04
	349 SHS GILEAD SCIENCES INC	P	2015-01-20	2015-06-04
	136 SHS HCA HOLDINGS INC	P	2014-10-17	2015-06-04
	140 SHS KROGER COMPANY COMMON	P	2014-09-04	2015-06-04
	134 SHS LOWES COMPANIES INC	P	2015-03-20	2015-06-04
	746 SHS MYLAN NV	P	2015-03-02	2015-06-04
	201 SHS NASDAQ OMX GROUP	P	2015-03-20	2015-06-04
	6318 SHS OMEGA HEALTHCARE REIT INVESTORS INC	P	2015-01-20	2015-06-04
	129 SHS OMEGA HEALTHCARE REIT INVESTORS INC	P	2015-03-20	2015-06-04
	25 SHS PPG INDUSTRIES INC	P	2015-01-20	2015-06-04
	4766 SHS TEXAS INSTRUMENTS INC	P	2015-01-20	2015-06-04
	6951 SHS TRINITY INDUSTRIES INC	P	2015-03-20	2015-06-04
	561 SHS VALERO ENERGY CORP NEW	P	2015-01-20	2015-06-04
	70000 SHS US TREASURY	P	2014-09-22	2015-06-04
	150000 SHS US TREASURY	P	2015-03-26	2015-06-04
	25000 SHS US INFL INDX NTS	P	2015-03-24	2015-06-04
	2201 SHS ENERGIZER HOLDINGS INC	P	2013-02-19	2014-09-04
	333 SHS HANESBRANDS INC	P	2013-06-19	2014-09-04
	2835 SHS NATIONAL OILWELL VARCO INC	P	2010-02-24	2014-09-04
	3135 SHS NOBLE ENERGY INC	P	2012-12-17	2014-09-04
	708.52941 SHS NOW INC	P	2010-02-24	2014-09-04
	54.3663 SHS QUALCOMM INC	P	2011-12-01	2014-09-04
	2182 SHS UNITED TECHNOLOGIES CORP	P	2013-06-14	2014-09-04
	100000 SHS BP CAPITAL MARKETS PLC	P	2010-06-08	2014-09-05
	100000 SHS US TREASURY NOTES	P	2012-01-10	2014-09-10
	35000 SHS US TREASURY NOTES	P	2007-12-21	2014-09-22
	6051 SHS CAREFUSION CORP	P	2013-02-28	2014-10-17
	2545 SHS DOBER CORP COMMON	P	2013-07-30	2014-10-17
	100000 SHS BLOCK FINANCIAL CORP NOTES	P	2010-11-05	2014-10-30
	.56103 SHS HALYARD HEALTH INC	P	2011-04-08	2014-11-03
	316 SHS HANESBRANDS INC	P	2013-06-19	2014-11-21
	1022 SHS INTERNATIONAL BUSINESS MACHINE CORP	P	2008-02-12	2014-11-21
	29000 SHS REGIONS FINANCIAL CORP SENIOR NOTES	P	2009-11-05	2014-11-10
	22000 SHS REGIONS FINANCIAL CORP SENIOR NOTES	P	2013-09-23	2014-11-10
	1070 SHS ALLIANCE DATA SYSTEMS CORP	P	2011-11-02	2014-12-04
	.13871 SHS CALIFORNIA RES CORP	P	2012-12-17	2014-12-01
	119 SHS NEWMARKET CORPORATION	P	2012-11-08	2015-01-20
	2928 SHS SANDISK CORPORATION	P	2013-07-19	2015-01-20
	3250 SHS STATE STR CORP	P	2013-06-19	2015-01-20
	862 SHS AMERICAN WATER WORKS CO	P	2012-12-17	2015-03-20
	397 SHS AMERIPRISE FINANCIAL INC	P	2013-12-11	2015-03-20
	493 SHS AMGEN INC	P	2012-04-27	2015-03-20
	3865 SHS DELTA AIR LINES INC NEW	P	2012-06-14	2015-03-20
	1267 SHS APPLE INC	P	2008-11-26	2015-03-20
	3458 SHS BCE INC	P	2010-06-17	2015-03-20
	323 SHS BCE INC	P	2012-12-17	2015-03-20
	140 SHS BLACKROCK INC	P	2013-02-13	2015-03-20
	490 SHS BOEING CO	P	2013-10-31	2015-03-20
	972 SHS CVS HEALTH CORPORATION	P	2011-12-09	2015-03-20
	301 SHS EOG RESOURCES INC	P	2012-12-17	2015-03-20
	50 SHS GOOGLE CLC NON-VOTING	P	2009-01-28	2015-03-20
	280.06397 SHS HALYARD HEALTH INC	P	2011-04-08	2015-03-20
	4178 SHS HANESBRAND INC	P	2013-06-19	2015-03-20
	829 SHS LINCOLN NATL CORP IND	P	2013-09-10	2015-03-20
	439 SHS MAGNA INTL INC CL A	P	2013-03-19	2015-03-20
	688 SHS MCKESSON CORPORATION	P	2013-10-04	2015-03-20
	504 SHS JPMORGAN CHASE & CO	P	2012-12-17	2015-03-20
	5686 SHS MYLAN INC	P	2009-10-05	2015-03-20
	554 SHS NEXTERA ENERGY INC	P	2012-06-14	2015-03-20
	69 SHS NEWMARKET CORPORATION	P	2012-11-08	2015-03-20
	588 SHS SNAP-ON INC.	P	2012-11-29	2015-03-20
	888 SHS TJX COS INC NEW	P	2011-01-14	2015-03-20
	615 SHS UNION PACIFIC	P	2008-11-26	2015-03-20
	578 SHS US BANCORP NEW	P	2012-06-14	2015-03-20
	302 SHS VERIZON COMMUNICATIONS COM	P	2011-06-28	2015-03-20
	1143 SHS VISA INC CLASS A	P	2011-12-23	2015-03-20
	1307 SHS WELLS FARGO COMPANY	P	2012-12-17	2015-03-20
	573 SHS WHIRLPOOL CORP	P	2013-05-31	2015-03-20
	100000 SHS FORD MOTOR CREDIT CO LLC	P	2013-05-15	2015-03-11
	100000 SHS JPMORGAN CHASE & CO NOTES	P	2011-08-10	2015-03-02
	50000 SHS REGIONS FINANCIAL CORP SENIOR NOTES	P	2013-08-22	2015-05-01
	598 SHS ABBVIE INC	P	2014-03-27	2015-06-04
	442 SHS ASBURY AUTOMOTIVE GROUP	P	2014-03-27	2015-06-04
	3889 SHS AMERICAN WATER WORKS CO	P	2012-12-17	2015-06-04
	480 SHS DELTA AIR LINES INC NEW	P	2012-06-14	2015-06-04
	4689 SHS DELTA AIR LINES INC NEW	P	2012-12-17	2015-06-04
	87 SHS APPLE INC	P	2008-11-26	2015-06-04
	27 SHS BLACKROCK INC	P	2013-02-13	2015-06-04
	1350 SHS BOEING CO	P	2013-10-31	2015-06-04
	103 SHS CVS HEALTH CORPORATION	P	2011-12-09	2015-06-04
	465 SHS EOG RESOURCES INC	P	2012-12-17	2015-06-04
	9 SHS GOOGLE CL C NON-VOTING	P	2009-01-28	2015-06-04
	293 SHS HANESBRANDS INC	P	2013-06-19	2015-06-04
	190 SHS HORMEL FOODS CORPORATION	P	2014-03-27	2015-06-04
	99 SHS KIMBERLY-CLARK CORP	P	2011-04-08	2015-06-04
	174 SHS LINCOLN NATL CORP IND	P	2013-09-10	2015-06-04
	610 SHS MAGNA INTL INC CL A	P	2013-03-19	2015-06-04
	45 SHS MCKESSON CORPORATION	P	2013-10-04	2015-06-04
	456 SHS JPMORGAN CHASE & CO	P	2012-12-17	2015-06-04
	79 SHS NEXTERA ENERGY INC	P	2012-06-14	2015-06-04
	815 SHS OCCIDENTAL PETE CORP	P	2008-11-26	2015-06-04
	248 SHS ORACLE CORPORATION	P	2014-03-27	2015-06-04
	12 SHS NEWMARKET CORPORATION	P	2012-11-08	2015-06-04
	1862 SHS PACKAGING CORP OF AMER	P	2014-03-27	2015-06-04
	109 SHS SKYWORKS SOLUTIONS INC	P	2014-03-27	2015-06-04
	84 SHS SNAP-ON INC	P	2012-11-29	2015-06-04
	3678 SHS TJX COS INC NEW	P	2011-01-14	2015-06-04
	3830 SHS TE CONNECTIVITY LTD	P	2014-03-27	2015-06-04
	128 SHS VERIZON COMMUNICATIONS COM	P	2011-06-28	2015-06-04
	164 SHS VISA INC CLASS A	P	2011-12-23	2015-06-04
	181 SHS WELLS FARGO COMPANY	P	2013-12-17	2015-06-04
	1291 SHS WHIRLPOOL CORP	P	2013-05-31	2015-06-04
	30000 US TREASURY NOTES	P	2013-12-18	2015-06-04

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	334,333	275,491	58,842
b	274,634	259,827	14,807
c	36,332	27,278	9,054
d	68,336	54,935	13,401
e	289,183	275,698	13,485
	31,580	25,850	5,730
	27,670	27,065	605
	3,062	2,906	156
	259,102	227,579	31,523
	2	2	0
	68,815	39,457	29,358
	685	877	-192
	221,799	242,861	-21,062
	298,540	301,545	-3,005
	284,459	294,556	-10,097
	144,954	167,451	-22,497
	18,591	24,298	-5,707
	207,151	243,096	-35,945
	156,230	266,440	-110,210
	241,721	267,154	-25,433
	119,803	260,913	-141,110
	275,006	293,902	-18,896
	247,326	279,006	-31,680
	36,589	30,464	6,125
	17,972	8,756	9,216
	1,592,264	1,617,457	-25,193
	45,744	42,521	3,223
	61,027	51,793	9,234
	122,119	83,676	38,443
	26,695	26,348	347
	68,468	60,177	8,291
	77,952	71,714	6,238
	272,846	261,781	11,065
	42,011	42,439	-428
	63,549	64,174	-625
	48,259	44,146	4,113
	1,567	1,158	409
	52,990	45,074	7,916
	270,420	301,362	-30,942
	290,197	275,525	14,672
	160,639	108,314	52,325
	28,375	28,345	30
	251,472	282,343	-30,871
	97,601	88,862	8,739
	22,233	19,634	2,599
	17,250	17,131	119
	14,106	11,847	2,259
	204,247	74,222	130,025
	209,671	203,525	6,146
	53,528	42,919	10,609
	56,893	51,837	5,056
	216,842	251,677	-34,835
	48,069	35,917	12,152
	346		346
	6,714	6,373	341
	27,672	26,016	1,656
	9,526	10,004	-478
	30,966	28,787	2,179
	10,570	10,851	-281
	10,634	9,740	894
	11,208	10,827	381
	10,042	9,292	750
	47,042	47,033	9
	8,993	9,657	-664
	65,514	61,652	3,862
	10,551	10,862	-311
	39,723	36,123	3,600
	10,960	9,455	1,505
	10,090	7,259	2,831
	9,390	10,106	-716
	55,413	43,046	12,367
	10,302	10,150	152
	223,680	279,930	-56,250
	4,567	5,151	-584
	5,725	5,710	15
	257,574	257,617	-43
	210,814	243,750	-32,936
	32,000	25,966	6,034
	72,324	72,132	192
	154,980	154,922	58
	30,767	30,996	-229
	271,495	203,547	67,948
	35,731	17,564	18,167
	236,848	110,953	125,895
	221,288	157,532	63,756
	22,966	12,473	10,493
	248,747	179,789	68,958
	238,741	205,050	33,691
	111,060	95,925	15,135
	104,566	109,117	-4,551
	37,920	36,302	1,618
	342,255	198,849	143,406
	190,340	180,925	9,415
	100,000	99,580	420
	21	12	9
	35,222	16,668	18,554
	164,792	109,412	55,380
	29,000	28,964	36
	22,000	23,614	-1,614
	298,467	107,395	191,072
	1	1	0
	50,525	29,923	20,602
	231,798	181,999	49,799
	238,252	219,353	18,899
	47,301	32,722	14,579
	54,213	42,509	11,704
	83,763	35,331	48,432
	181,900	40,193	141,707
	162,224	17,112	145,112
	146,319	105,701	40,618
	13,667	13,994	-327
	53,007	33,934	19,073
	76,086	64,489	11,597
	101,373	37,320	64,053
	27,556	18,068	9,488
	28,009	8,777	19,232
	13,745	6,053	7,692
	143,905	55,093	88,812
	48,355	37,157	11,198
	46,690	24,808	21,882
	157,937	90,390	67,547
	31,197	21,830	9,367
	328,096	91,658	236,438
	58,708	37,245	21,463
	32,098	17,351	14,747
	85,017	46,602	38,415
	61,711	20,419	41,292
	72,732	15,622	57,110
	25,969	17,893	8,076
	15,052	10,986	4,066
	77,237	28,956	48,281
	73,352	44,801	28,551
	113,485	74,575	38,910
	100,479	110,250	-9,771
	100,000	106,640	-6,640
	50,152	53,750	-3,598
	40,404	30,879	9,525
	38,427	23,923	14,504
	201,229	147,627	53,602
	20,485	4,992	15,493
	200,109	53,434	146,675
	11,233	1,175	10,058
	9,682	6,544	3,138
	190,886	177,672	13,214
	10,385	3,954	6,431
	40,965	27,913	13,052
	4,822	1,580	3,242
	9,389	3,864	5,525
	10,721	9,150	1,571
	10,599	6,220	4,379
	10,110	7,799	2,311
	35,333	17,235	18,098
	10,562	5,912	4,650
	30,197	19,751	10,446
	7,931	5,311	2,620
	63,386	43,041	20,345
	10,835	9,758	1,077
	5,498	3,018	2,480
	126,348	126,051	297
	11,413	4,027	7,386
	13,036	6,657	6,379
	241,721	84,572	157,149
	260,688	225,797	34,891
	6,169	4,656	1,513
	11,178	4,155	7,023
	10,139	6,204	3,935
	243,129	168,022	75,107
	30,996	31,854	-858

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			58,842
b			14,807
c			9,054
d			13,401
e			13,485
			5,730
			605
			156
			31,523
			0
			29,358
			-192
			-21,062
			-3,005
			-10,097
			-22,497
			-5,707
			-35,945
			-110,210
			-25,433
			-141,110
			-18,896
			-31,680
			6,125
			9,216
			-25,193
			3,223
			9,234
			38,443
			347
			8,291
			6,238
			11,065
			-428
			-625
			4,113
			409
			7,916
			-30,942
			14,672
			52,325
			30
			-30,871
			8,739
			2,599
			119
			2,259
			130,025
			6,146
			10,609
			5,056
			-34,835
			12,152
			346
			341
			1,656
			-478
			2,179
			-281
			894
			381
			750
			9
			-664
			3,862
			-311
			3,600
			1,505
			2,831
			-716
			12,367
			152
			-56,250
			-584
			15
			-43
			-32,936
			6,034
			192
			58
			-229
			67,948
			18,167
			125,895
			63,756
			10,493
			68,958
			33,691
			15,135
			-4,551
			1,618
			143,406
			9,415
			420
			9
			18,554
			55,380
			36
			-1,614
			191,072
			0
			20,602
			49,799
			18,899
			14,579
			11,704
			48,432
			141,707
			145,112
			40,618
			-327
			19,073
			11,597
			64,053
			9,488
			19,232
			7,692
			88,812
			11,198
			21,882
			67,547
			9,367
			236,438
			21,463
			14,747
			38,415
			41,292
			57,110
			8,076
			4,066
			48,281
			28,551
			38,910
			-9,771
			-6,640
			-3,598
			9,525
			14,504
			53,602
			15,493
			146,675
			10,058
			3,138
			13,214
			6,431
			13,052
			3,242
			5,525
			1,571
			4,379
			2,311
			18,098
			4,650
			10,446
			2,620
			20,345
			1,077
			2,480
			297
			7,386
			6,379
			157,149
			34,891
			1,513
			7,023
			3,935
			75,107
			-858

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	2,733,716
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 . . . . . . . . . . . . . . . .		3

Part V

Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income

(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.

Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period? Yes No

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))
2013	500,000	18,952,649	0.026382
2012	1,034,230	16,353,233	0.063243
2011	740,975	14,960,184	0.049530
2010	720,417	15,147,258	0.047561
2009	652,505	14,673,771	0.044467

2	Total of line 1, column (d) ......................	2	0.231183
3	Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by the number of years the foundation has been in existence if less than 5 years. . .	3	0.046237
4	Enter the net value of noncharitable-use assets for 2014 from Part X, line 5.....	4	20,727,911
5	Multiply line 4 by line 3.......................	5	958,396
6	Enter 1% of net investment income (1% of Part I, line 27b)...........	6	29,723
7	Add lines 5 and 6.........................	7	988,119
8	Enter qualifying distributions from Part XII, line 4..............	8	1,000,000
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 (2014)

Page 4

Part VI

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check hereand enter “N/A" on line 1.
	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	29,723
	hereand 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	29,723
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	29,723
6	Credits/Payments:

a	2014 estimated tax payments and 2013 overpayment credited to 2014	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	0
8	Enter any penalty for underpayment of estimated tax. Check hereif Form 2220 is attached.		8	671
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	30,394
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2015 estimated tax	Refunded	11

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions

for definition)?.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?

If "Yes," complete Part XIV.............................

Form 990-PF (2014)

Page 5

Part VII-A

Statements Regarding Activities (continued)

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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) .............

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).................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

STERLING REALTY Telephone no. bullet

(702) 642-1177

Located at bullet

8535 EDNA AVENUE 120LAS VEGASNV ZIP+4 bullet

89117

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

16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country?

16 No

See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet

Form 990-PF (2014)

Page 6

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

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?........................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?.................YesNo

(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.).........YesNo

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)? ........

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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 2014?.............

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)):

At the end of tax year 2014, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beginning before 2014?...............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?........................YesNo

If "Yes," did it have excess business holdings in 2014 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 2014.)....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 2014?

During the year did the foundation pay or incur any amount to:

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?...............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? (see instructions)..................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?........YesNo

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)? ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?............YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.......................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....

Form 990-PF (2014)

Page 7

Part VIII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
JUDITH L SARGENT	PRESIDENT 5.00	0	0	0
8535 EDNA AVENUE 120 LAS VEGAS,NV89117	PRESIDENT 5.00	0	0	0
R IAN ROSS	EXECUTIVE DIRECTOR 5.00	0	0	0
8535 EDNA AVENUE 120 LAS VEGAS,NV89117	EXECUTIVE DIRECTOR 5.00	0	0	0

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...................				0

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. 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


2


3


4

Form 990-PF (2014)

Page 8

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......................... bullet

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

20,826,605

Average of monthly cash balances.......................

216,959

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

21,043,564

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

21,043,564

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

315,653

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

20,727,911

Minimum investment return. Enter 5% of line 5..................

1,036,396

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.)

Minimum investment return from Part X, line 6....................

1,036,396

Tax on investment income for 2014 from Part VI, line 5......

29,723

Income tax for 2014. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

29,723

Distributable amount before adjustments. Subtract line 2c from line 1............

1,006,673

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

1,006,673

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

1,006,673

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

1,000,000

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

1,000,000

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).................

29,723

Adjusted qualifying distributions. Subtract line 5 from line 4..............

970,277

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 (2014)

Page 9

Part XIII

Undistributed Income (see instructions)

	(a) Corpus	(b) Years prior to 2013	(c) 2013	(d) 2014
1 Distributable amount for 2014 from Part XI, line 7				1,006,673
2 Undistributed income, if any, as of the end of 2014:
a Enter amount for 2013 only.......			899,252
b Total for prior years:20, 20, 20		0
3 Excess distributions carryover, if any, to 2014:
a From 2009.......
b From 2010.......
c From 2011.......
d From 2012.......
e From 2013.......
fTotal of lines 3a through e.........	0
4Qualifying distributions for 2014 from Part
XII, line 4: $ 1,000,000
a Applied to 2013, but not more than line 2a				899,252
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 2014 distributable amount.....				100,748
e Remaining amount distributed out of corpus	0
5 Excess distributions carryover applied to 2014.	0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5	0
b Prior years’ undistributed income. Subtract line 4b from line 2b ...........		0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......		0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........		0
e Undistributed income for 2013. Subtract line 4a from line 2a. Taxable amount—see instructions .............			0
f Undistributed income for 2014. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2015 ..........				905,925
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......	0
8Excess distributions carryover from 2009 not applied on line 5 or line 7 (see instructions) ...	0
9Excess distributions carryover to 2015. Subtract lines 7 and 8 from line 6a ......	0
10 Analysis of line 9:
a Excess from 2010....
b Excess from 2011....
c Excess from 2012....
d Excess from 2013....
e Excess from 2014....

Form 990-PF (2014)

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 2014, enter the date of the ruling....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section4942(j)(3) or4942(j)(5)

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) 2014	(b) 2013	(c) 2012	(d) 2011	(e) Total

b 85% of line 2a .........
c Qualifying distributions from Part XII, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ...........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part X, line 6 for each year listed...
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XV

Supplementary Information (Complete this part only if the organization had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here bullet

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. (see instructions) to individuals or organizations under
other conditions, complete items 2a, b, c, and d.

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 (2014)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
UNIVERSITY OF MICHIGAN 3003 S STATE STREET STE 9000 ANN ARBOR,MI48109			BIPOLAR RESEARCH/EDUCATION	1,000,000
Total ................................. 3a				1,000,000

bApproved for future payment

Total ................................. 3b				0

Form 990-PF (2014)

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	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments....
3 Interest on savings and temporary cash investments ............			14	164,972
4 Dividends and interest from securities....			14	273,600
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	2,733,716
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		3,172,288	0

13Total. Add line 12, columns (b), (d), and (e)..................

133,172,288

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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 (2014)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political

Yes

organizations?

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........YesNo

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.
				May the IRS discuss this return with the preparer shown below (see instr.)? Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name Firm's address			Firm's EIN
				Phone no.

Form 990-PF (2014)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2014 InvestmentsCorpBondsSchedule

Name:

THE RICHARD TAM FOUNDATION

EIN: 88-0241216

Name of Bond	End of Year Book Value	End of Year Fair Market Value
	3,785,809	3,947,308

- TIN:

TY 2014 InvestmentsCorpStockSchedule

Name:

THE RICHARD TAM FOUNDATION

EIN: 88-0241216

Name of Stock	End of Year Book Value	End of Year Fair Market Value
	11,329,012	14,128,939

- TIN:

TY 2014 InvestmentsGovtObligationsSch

Name:

THE RICHARD TAM FOUNDATION

EIN: 88-0241216

US Government Securities - End of Year Book Value:

2,393,411

US Government Securities - End of Year Fair Market Value:

2,371,529

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

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

- TIN:

TY 2014 LegalFeesSchedule

Name:

THE RICHARD TAM FOUNDATION

EIN: 88-0241216

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
LEGAL AND PROFESSIONAL FEES	6,905	6,905		0

- TIN:

TY 2014 OtherExpensesSchedule

Name:

THE RICHARD TAM FOUNDATION

EIN: 88-0241216

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
BANK CHARGES	22	22		0

- TIN:

TY 2014 OtherProfessionalFeesSchedule

Name:

THE RICHARD TAM FOUNDATION

EIN: 88-0241216

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES	155,428	155,428		0
	0	0		0

- TIN:

TY 2014 TaxesSchedule

Name:

THE RICHARD TAM FOUNDATION

EIN: 88-0241216

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
EXCISE TAXES	35,477	35,477		0
FOREIGN TAXES PAID	2,182	2,182		0