Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
CONSOLIDATED ANTI-AGING FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)2390 TAMIAMI TRAIL NORTH RM/STE 204
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NAPLES, FL34103
A Employer identification number

65-6222748
B Telephone number (see instructions)

(239) 261-3453
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$7,922,283
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 9,436 9,436  
4 Dividends and interest from securities... 244,842 244,842  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 350,070
b Gross sales price for all assets on line 6a 5,287,212
7 Capital gain net income (from Part IV, line 2)...  
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)....... 623 623  
12 Total. Add lines 1 through 11........ 604,971 254,901  
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)......... 13,011 150   12,861
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 274,892 164,892   110,000
17 Interest............... 10 10    
18 Taxes (attach schedule) (see instructions)... 995 995    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 2 2    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 288,910 166,049   122,861
25 Contributions, gifts, grants paid....... 360,000 360,000
26 Total expenses and disbursements. Add lines 24 and 25 648,910 166,049   482,861
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -43,939
b Net investment income (if negative, enter -0-) 88,852
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 100    
2 Savings and temporary cash investments......... 1,136,494 639,352 639,352
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)....... 6,473,696 Click to see attachment6,930,775 7,282,931
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)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,610,290 7,570,127 7,922,283
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 bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 7,610,290 7,570,127
30 Total net assets or fund balances (see instructions)..... 7,610,290 7,570,127
31 Total liabilities and net assets/fund balances (see instructions). 7,610,290 7,570,127
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
7,610,290
2
Enter amount from Part I, line 27a .....................
2
-43,939
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
3,776
4
Add lines 1, 2, and 3 ..........................
4
7,570,127
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
7,570,127
Form 990-PF (2015)
Form 990-PF (2015)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1a
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2014 468,278 8,453,555 0.055394
2013 479,435 8,003,375 0.059904
2012 524,346 7,555,161 0.069402
2011 345,000 7,684,032 0.044898
2010 467,525 7,780,568 0.060089
2
Total of line 1, column (d) .....................
20.289687
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
0.057937
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
8,378,952
5
Multiply line 4 by line 3......................
5
485,451
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
889
7
Add lines 5 and 6........................
7
486,340
8
Enter qualifying distributions from Part XII, line 4.............
8
482,861
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2015)
Form 990-PF (2015)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 1,777
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 1,777
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 1,777
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 2,000
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 2,000
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 223
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet223 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
 
 
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
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletFL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.GUIDESTAR.ORG
    14
    The books are in care ofbulletCHARLES KELLY JR Telephone no.bullet (239) 261-3453

    Located atbullet2390 TAMIAMI TRAIL NORTH 204NAPLESFL ZIP+4bullet34103
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ROBIN ROSS CO-TRUSTEE
    20.00
    0 0 0
    420 LAKE COOK RD
    420 LAKE COOK RD
    DEERFIELD,IL60015
    CHERYL ROSS CO-TRUSTEE
    20.00
    0 0 0
    936 ROSLYN RD
    9363 ROSLYN RD
    GLEN ELLYN,IL60137
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    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
    ROSS MANAGEMENT LLCClick to see attachment PROF. ADMIN. 220,000
    2390 TAMIAMI TRAIL N SUITE 204
    2390 TAMIAMI TRAIL N SUITE 204
    NAPLES,FL34103
    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  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    8,481,550
    b
    Average of monthly cash balances.......................
    1b
    25,000
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,506,550
    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
    8,506,550
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    127,598
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    8,378,952
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    418,948
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    418,948
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    1,777
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,777
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    417,171
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    417,171
    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
    417,171
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    482,861
    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
    482,861
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    482,861
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2014
    (c)
    2014
    (d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 417,171
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012...... 58,055
    d From 2013...... 80,396
    e From 2014...... 49,044
    fTotal of lines 3a through e........ 187,495
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 482,861
    a Applied to 2014, 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 2015 distributable amount..... 417,171
    e Remaining amount distributed out of corpus 65,690
    5 Excess distributions carryover applied to 2015.    
    (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 5 253,185
    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 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......
    253,185
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012.... 58,055
    c Excess from 2013.... 80,396
    d Excess from 2014.... 49,044
    e Excess from 2015.... 65,690
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    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 (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    MCLEAN HOSPITALNEUROREGENERATION LA
    MCLEAN HOSPITAL-NEUROREGENERATION LAB
    115 MILL STREET
    115 MILL STREET
    BELMONT,MA02478
    NONE   CONTRIBUTION 150,000
    MICHAEL J FOX FOUNDATION
    MICHAEL J FOX FOUNDATION
    498 7TH AVE 18TH FLOOR
    498 7TH AVE 18TH FLOOR
    NEW YORK,NY10018
    NONE   CONTRIBUTION 70,000
    BANNER SUN HEALTH RESEARCH INSTITUT
    BANNER SUN HEALTH RESEARCH INSTITUTE
    10515 W SANTA FE BLVD
    10515 W SANTA FE BLVD
    SUN CITY,AZ85351
    NONE   CONTIBUTION FOR RESEARCH 30,000
    CENTER FOR ENVIRONMETAL MEDICINE
    CENTER FOR ENVIRONMENTA MEDICINE
    1680 CAMPUS DELIVERY
    1680 CAMPUS DELIVERY
    FORT COLLINS,CO80523
    NONE   CONTRIBUTION FOR RESEARCH 60,000
    RUSH UNIVERSITY MEDICAL CENTER
    RUSH UNIVERSITY MEDICAL CENTER
    600S PAULINA STREET
    600 S PAULINA STREET
    CHICAGO,IL60612
    NONE   CONTRIBUTION 50,000
    Total .................................bullet 3a 360,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........
        14 9,436  
    4 Dividends and interest from securities....     14 244,842  
    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 ............
            350,070
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue:
    aPLAINS ALL AMERICAN K-1
            623
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   254,278 350,693
    13Total. Add line 12, columns (b), (d), and (e)..................
    13604,971
    (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.)
    3 THE FOUNDATION RELIES SOLELY ON INVESTMENT INCOME TO ACCOMPLISH ITS CHARITABLE PURPOSE.
    4 THE FOUNDATION RELIES SOLELY ON INVESTMENT INCOME TO ACCOMPLISH ITS CHARITABLE PURPOSE.
    8 THE FOUNDATION RELIES SOLELY ON INVESTMENT INCOME TO ACCOMPLISH ITS CHARITABLE PURPOSE.
    11B THE FOUNDATION RELIES SOLEY ON INVESTMENT INCOME TO ACCOMPLISH ITS CHARITABLE PURPOSE
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

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

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 ContractorCompensationExpln
    Name:
    CONSOLIDATED ANTI-AGING FOUNDATION
    EIN:
    65-6222748
    Contractor Explanation
    ROSS MANAGEMENT LLC INVESTMENT ADVISORY SERVICES

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2015 GainLossSaleOtherAssetsSch
    Name:
    CONSOLIDATED ANTI-AGING FOUNDATION
    EIN:
    65-6222748
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    LORD ABBETT BOND DEB FUND 2009-12 PURCHASE 2015-08   39,595 38,254     1,341  
    SPDR GOLD TRUST 2014-12 PURCHASE 2015-12   93 93        
    ISHARES MSCI JAPAN ETF 2015-04 PURCHASE 2015-10   56,464 59,196     -2,732  
    MANNING & NAPIER FD 2014-08 PURCHASE 2015-07   54,966 65,539     -10,573  
    SPDR S&P EMERGING ASIA PAC ETF 2014-08 PURCHASE 2015-04   18,669 18,663     6  
    SPDR S&P 500 ETF TR 2014-08 PURCHASE 2015-04   39,039 36,453     2,586  
    VANGUARD TOTAL STOCK MKT ETF 2014-08 PURCHASE 2015-04   67,691 62,905     4,786  
    VANGUARD TOTAL STOCK MKT ETF 2014-12 PURCHASE 2015-04   95,130 95,114     16  
    CHARTWELL SMALL CAP VALUE I SHARE 2014-08 PURCHASE 2015-12   2,519 2,571     -52  
    FMI LARGE CPA FUND 2014-08 PURCHASE 2015-12   7,218 7,218        
    ISHARES RUSSELL MIDCAP ETF 2014-08 PURCHASE 2015-12   6,011 5,788     223  
    JOHN HANCOCK DISIPLINED VAL MID FD 2014-08 PURCHASE 2015-12   5,298 4,903     395  
    RIVERPARD/WEDGEWOOD INSTL FD 2014-08 PURCHASE 2015-12   4,754 4,754        
    SPDR S&P EMERGING ASIA PAC ETF 2014-08 PURCHASE 2015-09   5,174 6,310     -1,136  
    SPDR S&P EMERGING ASIA PAC ETF 2014-08 PURCHASE 2015-09   4,664 5,693     -1,029  
    SPDR S&P EMERGING ASIA PAC ETF 2014-08 PURCHASE 2015-09   10,380 12,631     -2,251  
    SPDR S&P EMERGING ASIA PAC ETF 2014-08 PURCHASE 2015-09   10,122 12,275     -2,153  
    SPDR S&P 500 ETF TR 2014-08 PURCHASE 2015-12   7,043 6,523     520  
        PURCHASE                
    EATON VANCE DIV BLDG 2014-08 PURCHASE 2015-05   9,390 8,817     573  
    ROYCE PREMIER FUND 2014-08 PURCHASE 2015-05   3,451 3,355     96  
    AMERICAN MUTUAL FUND CL F1 2008-11 PURCHASE 2015-12   65,000 34,883     30,117  
    EATON VANCE LARGE CAP VAL FD 2008-11 PURCHASE 2015-05   20,000 15,192     4,808  
    EATON VANCE DIV BLDR FUND 2008-11 PURCHASE 2015-05   159,179 95,527     63,652  
    FRANKLIN GROWTH FUND CL A 2008-11 PURCHASE 2015-12   100,000 38,636     61,364  
    GROWTH FUND OF AMER CLASSS F1 2003-05 PURCHASE 2015-12   70,000 31,366     38,634  
    T ROWE PRICE GRO DIV FUND 2008-11 PURCHASE 2015-12   75,000 33,445     41,555  
    ROYCE PREMIER INV CLASS 2013-12 PURCHASE 2015-05   30,947 22,321     8,626  
        PURCHASE                
    AMERISOURCEBERGEN CORP 2015-07 PURCHASE 2015-12   68,749 76,722     -7,973  
    AMERIPRISE FINL INC 2015-02 PURCHASE 2015-12   60,957 73,949     -12,992  
    ARCHER DANIELS MIDLAND CO 2015-04 PURCHASE 2015-06   78,331 72,747     5,584  
    CIGNA CORP 2014-09 PURCHASE 2015-07   105,089 66,890     38,199  
    CAL MAINE FOODS INC 2015-01 PURCHASE 2015-06   106,816 71,133     35,683  
    CHEVRON INC 2014-08 PURCHASE 2015-02   43,303 49,878     -6,575  
    CUMMINS INC 2015-03 PURCHASE 2015-08   67,095 72,168     -5,073  
    EASTMAN CHEMICAL CO 2015-02 PURCHASE 2015-08   25,107 24,264     843  
    EVERSOURCE ENERGY 2015-05 PURCHASE 2015-07   69,968 76,162     -6,194  
    FMC CORP COM 2014-10 PURCHASE 2015-05   70,624 64,950     5,674  
    HALLIBURTON COMPANY 2014-10 PURCHASE 2015-01   49,941 67,138     -17,197  
    ITT CORPORATION 2014-12 PURCHASE 2015-07   66,833 69,436     -2,603  
    MARATHON PETE CORP 2015-02 PURCHASE 2015-07   77,059 72,202     4,857  
    MEDNAX INCORPORATION 2015-07 PURCHASE 2015-12   62,960 74,598     -11,638  
    NEXTERA ENERGY INC 2015-05 PURCHASE 2015-06   73,120 73,901     -781  
    NORTHROP GRUMMAN CORP 2014-04 PURCHASE 2015-02   79,895 56,739     23,156  
    PPG INDUSTRIES INC 2015-06 PURCHASE 2015-12   61,862 72,171     -10,309  
    PACCAR INC 2015-02 PURCHASE 2015-07   74,531 72,203     2,328  
    PARKER HANNIFIN CORP 2015-03 PURCHASE 2015-05   74,973 71,841     3,132  
    UNION PAC CORP 2015-07 PURCHASE 2015-12   58,125 75,297     -17,172  
    UNITED TECHNOLOGIES CORP 2014-11 PURCHASE 2015-02   74,732 67,922     6,810  
    VECTREN CORP 2015-05 PURCHASE 2015-06   145,973 143,063     2,910  
    WHIRLPOOL CORP 2014-11 PURCHASE 2015-05   71,649 67,759     3,890  
    SIGNET JEWE;ERS ;OMOTED SHS 2015-06 PURCHASE 2015-09   76,416 73,238     3,178  
    AT&T INCORP 2014-02 PURCHASE 2015-03   61,330 60,128     1,202  
    AETNA INCORP 2014-05 PURCHASE 2015-08   104,609 62,500     42,109  
    AVISTA CORP 2014-02 PURCHASE 2015-03   68,256 60,597     7,659  
    EASTMAN CHEMICAL CO 2014-04 PURCHASE 2015-08   49,441 56,854     -7,413  
        PURCHASE                
    ADVANCE AUTO PARTS 2015-04 PURCHASE 2015-07   75,878 66,151     9,727  
    BOEING COMPANY 2014-12 PURCHASE 2015-07   74,328 65,150     9,178  
    CERNER CORP 2015-06 PURCHASE 2015-12   58,239 66,330     -8,091  
    DST SYSTEM INC 2015-03 PURCHASE 2015-05   72,205 65,071     7,134  
    FOSSIL GROUP INC 2014-08 PURCHASE 2015-02   57,867 67,742     -9,875  
    GILEAD SCIENCES INC 2015-02 PURCHASE 2015-08   74,782 65,803     8,979  
    INTEL CORP 2014-08 PURCHASE 2015-03   53,507 60,556     -7,049  
    NORFOLK SOUTHERN CORP 2014-09 PURCHASE 2015-06   52,344 62,274     -9,930  
    POLARIS INDUSTRIES INC 2015-05 PURCHASE 2015-11   53,359 66,924     -13,565  
    VF CORPORATION 2015-02 PURCHASE 2015-05   62,732 67,070     -4,338  
    WESTERN DIGITAL CORP 2014-06 PURCHASE 2015-02   71,488 60,437     11,051  
    ABBOTT LABS 2011-11 PURCHASE 2015-10   65,392 44,936     20,456  
    AMERICAN STS WTR COMPANY 2014-03 PURCHASE 2015-04   58,207 44,007     14,200  
    AVERY DENNISON CORP 2013-04 PURCHASE 2015-02   62,122 51,084     11,038  
    EOG RES INCORPORATED 2014-04 PURCHASE 2015-06   48,509 57,269     -8,760  
    FEDEX CORPORATION 2014-09 PURCHASE 2015-12   61,290 61,442     -152  
    JOHNSON CONTROLS INCORP 2013-07 PURCHASE 2015-08   48,324 48,116     208  
    MCKESSON CORPORATION 2014-04 PURCHASE 2015-10   61,082 57,717     3,365  
    THERMO FISHER SCIENTIFIC INC 2014-05 PURCHASE 2015-08   68,088 56,727     11,361  
    VERIZON COMMUNICATIONS 2014-02 PURCHASE 2015-06   60,202 60,608     -406  
        PURCHASE                
    DISNEY WALT COMPANY 2014-07 PURCHASE 2015-01   37,083 34,515     2,568  
    DUPONT E I DE NEMOURS CO 2014-04 PURCHASE 2015-01   27,643 27,059     584  
    INTEL CORP 2014-07 PURCHASE 2015-01   14,892 13,904     988  
    MERCK & COMPANY 2014-04 PURCHASE 2015-01   30,879 28,137     2,742  
    MERCK & COMPANY 2014-07 PURCHASE 2015-01   24,703 23,380     1,323  
    MICROSOFT CORP 2014-07 PURCHASE 2015-01   23,834 22,415     1,419  
    MYLAN INC 2014-07 PURCHASE 2015-01   23,271 20,807     2,464  
    TJX COMPANIES 2014-04 PURCHASE 2015-01   22,751 22,751        
    CALL AT& T INC 2014-07 PURCHASE 2015-01   319       319  
    CALL AMERICAN EXPRESS CO 2014-07 PURCHASE 2015-01   1,108       1,108  
    CALL GENERAL ELECTRIC CO 2014-07 PURCHASE 2015-01   236       236  
    CALL JP MORGAN CHASE & CO 2014-07 PURCHASE 2015-01   440       440  
    CALL QUALCOMM INC 2014-07 PURCHASE 2015-01   976       976  
    CALL VERIZON COMMUNICATIONS 2014-07 PURCHASE 2015-01   372       372  
    CALL CATERPILLAR INC 2015-01 PURCHASE 2015-01   1,748       1,748  
    HOME DEPOT INC 2014-08 PURCHASE 2015-02   38,215 36,471     1,744  
    CALL FASTENAL CO 2014-10 PURCHASE 2015-02   572       572  
    VERIZON COMMUNICATIONS INC 2014-07 PURCHASE 2015-04   19,423 19,423        
    CALL AMERICAN EXPRESS CO 2015-04 PURCHASE 2015-04   704       704  
    CALL INTEL CORP 2015-01 PURCHASE 2015-04   440       440  
    CALL MICROSOFT CORP 2015-01 PURCHASE 2015-04   383       383  
    DISNEY WALT CO 2015-01 PURCHASE 2015-04   38,919 37,247     1,672  
    MYLAN NV SHS EURO 2015-01 PURCHASE 2015-02   28,851 27,804     1,047  
    MYLAN NV SHS EURO 2015-02 PURCHASE 2015-04   29,789 28,851     938  
    CALL AT & T INC 2015-01 PURCHASE 2015-04   540       540  
    CALL CISCO SYSTEMS 2015-01 PURCHASE 2015-04   890       890  
    CALL DUPONT EI DE NEMOURS 2015-01 PURCHASE 2015-04   530       530  
    CALL MERCK & CO 2015-01 PURCHASE 2015-04   1,332       1,332  
    CALL QUALCOMM INC 2015-01 PURCHASE 2015-04   400       400  
    CALL TJX COS INC 2015-01 PURCHASE 2015-04   588       588  
    GENERAL ELECTRIC CO 2014-04 PURCHASE 2015-04   10,124 10,124        
    JP MORGAN CHASE CO 2014-04 PURCHASE 2015-04   24,248 24,248        
    MICROSOFT CORPORATION 2015-01 PURCHASE 2015-05   21,975 20,800     1,175  
    JP MORGAN CHASE CO 2015-04 PURCHASE 2015-07   26,404 25,119     1,285  
    CALL AMERICAN EXPRESS CO 2015-07 PURCHASE 2015-07   404       404  
    CALL CISCO SYSTEMS INC 2015-04 PURCHASE 2015-07   290       290  
    CALL COSTCO WHOLESALE CORP 2015-04 PURCHASE 2015-07   340       340  
    CALL DUPONT EI DE NEMOURS 2015-04 PURCHASE 2015-07   650       650  
    CALL INTEL CORP 2015-04 PURCHASE 2015-07   240       240  
    CALL VERIZON COMM 2015-04 PURCHASE 2015-07   445       445  
    CALL CATERPILLAR INC 2015-08 PURCHASE 2015-08   640       640  
    CHEMOURS COMPANY 2015-01 PURCHASE 2015-08   991 1,831     -840  
    CALL GENERAL ELECTRIC CO 2015-04 PURCHASE 2015-08   300       300  
    CALL GENERAL ELECTRIC CO 2015-04 PURCHASE 2015-08   100       100  
    CALL FASTENAL COMPANY 2015-04 PURCHASE 2015-08   575       575  
    CALL HOME DEPOT INC 2015-04 PURCHASE 2015-08   981       981  
    CALL CELANESE CORP 2015-04 PURCHASE 2015-09   875       875  
    CALL MICROSOFT CORP 2015-09 PURCHASE 2015-09   660       660  
    CALL VERIZON COMM 2015-08 PURCHASE 2015-09   335       335  
    CALL AMERICAN EXPRESS CO 2015-09 PURCHASE 2015-09   684       684  
    CALL DUPONT EI DE NEMOURS 2015-08 PURCHASE 2015-09   625       625  
    CALL AT & T INC 2015-09 PURCHASE 2015-09   340       340  
    CALL CISCO SYSTEMS INC 2015-08 PURCHASE 2015-09   680       680  
    CALL JP MORGAN CHASE CO 2015-09 PURCHASE 2015-09   660       660  
    CALL QUALCOMM ONCORP 2015-04 PURCHASE 2015-09   600       600  
    CALL MERCK & CO 2015-09 PURCHASE 2015-09   1,037       1,037  
    COSTCO WHOLESALE CORP 2015-04 PURCHASE 2015-10   30,539 29,644     895  
    GENERAL ELECTRIC CO 2015-04 PURCHASE 2015-10   10,668 10,668        
    GENERAL ELECTRIC CO 2014-04 PURCHASE 2015-11   12,245 11,783     462  
    INTEL CORP 2015-01 PURCHASE 2015-10   15,415 15,415        
    TJX COMPANIES 2014-04 PURCHASE 2015-10   28,759 28,746     13  
    INTEL CORP 2014-07 PURCHASE 2015-10   3,083 3,083        
    DUPONT EI NEMOURS CO 2015-01 PURCHASE 2015-11   26,670 34,182     -7,512  
    CALL AT& T INC 2015-11 PURCHASE 2015-11   30       30  
    CALL AMERICAN EXPRESS CO 2015-11 PURCHASE 2015-11   371       371  
    CALL CATERPILLAR INC 2015-11 PURCHASE 2015-11   696       696  
    CALL CELANESE CORP 2015-04 PURCHASE 2015-11   35,152 32,924     2,228  
    CALL CELANSE CORP 2015-10 PURCHASE 2015-11     1,080     -1,080  
    CISCO SYSTEMS INC 2015-01 PURCHASE 2015-11   27,970 27,340     630  
    CALL CISCO SYSTEMS INC 2015-09 PURCHASE 2015-11     980     -980  
    COSTCO WHOLESALE CORP 2015-10 PURCHASE 2015-11   31,323 30,832     491  
    CALL COSTCO WHOLESALE CORP 2015-10 PURCHASE 2015-11     218     -218  
    FASTENAL COMPANY 2015-04 PURCHASE 2015-11   4,034 4,010     24  
    CALL FASTENAL CO 2015-09 PURCHASE 2005-11     915     -915  
    GENERAL ELECTRIC CO 2015-04 PURCHASE 2015-11   12,245 11,595     650  
    CALL GENERAL ELECTRIC CO 2015-10 PURCHASE 2015-11     568     -568  
    HOME DEPOT INC 2015-04 PURCHASE 2015-11   37,441 34,559     2,882  
    CALL HOME DEPOT INC 2015-10 PURCHASE 2015-11     150     -150  
    INTEL CORPORATION 2014-07 PURCHASE 2015-11   3,315 3,753     -438  
    INTEL CORP 2015-02 PURCHASE 2015-11   16,575 18,330     -1,755  
    CALL INTEL CORP 2015-10 PURCHASE 2015-11   108       108  
    JP MORGAN CHASE CO 2015-07 PURCHASE 2015-11   27,020 27,584     -564  
    CALL JP MORGAN CHASE CO 2015-11 PURCHASE 2015-11     1,104     -1,104  
    MERCK & CO 2015-01 PURCHASE 2015-11   48,662 55,575     -6,913  
    CALL MERCK & CO 2015-11 PURCHASE 2015-11     1,044     -1,044  
    MICROSOFT CORP 2015-05 PURCHASE 2015-11   32,405 28,398     4,007  
    CALL MICROSOFT CORP 2015-11 PURCHASE 2015-11     4,404     -4,404  
    CALL QUALCOMM INC 2015-11 PURCHASE 2015-11   336       336  
    TJX COMPANIES INC 2015-11 PURCHASE 2015-11   27,672 29,240     -1,568  
    CALL TJX COMPANIES INC 2015-10 PURCHASE 2015-11   808 380     428  
    VERIZON COMMUNICTIONS 2014-07 PURCHASE 2015-11   18,188 20,472     -2,284  
    VERIZON COMMUNICATIONS 2015-04 PURCHASE 2015-11   4,547 4,919     -372  
    CALL VERIZON COMMUNICATIONS 2015-11 PURCHASE 2015-11   10       10  
    AT & T INC 2014-04 PURCHASE 2015-11   16,472 17,540     -1,068  
    AT & T INC 2014-07 PURCHASE 2015-11   16,472 17,950     -1,478  
    AMERICAN EXPRESS CO 2014-07 PURCHASE 2015-11   29,180 37,300     -8,120  
    CATERPILLAR INC 2014-08 PURCHASE 2015-11   28,972 43,364     -14,392  
    FASTENAL COMPANY 2014-04 PURCHASE 2015-11   16,136 19,936     -3,800  
    QUALCOMM INC 2014-04 PURCHASE 2015-11   21,173 31,982     -10,809  

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    CONSOLIDATED ANTI-AGING FOUNDATION
    EIN:
    65-6222748
    Name of Stock End of Year Book Value End of Year Fair Market Value
    WELLS ACCOUNT 2177-6011    
    WELLS ACCOUNT 2166-6020    
    UBS ACCOUNT 9552    
    UBS ACCOUNT 11240    
    UBS ACCOUNT 11241    
    UBS ACCOUNT 13530    
    UBS ACCOUNT 13529    
    UBS ACCOUNT 16222 1,976,185 1,865,397
    UBS ACCOUNT 16223 414,057 383,323
    RAY JAMES ACCT 0393 1,040,922 1,046,254
    RAY JAMES ACCT 6598 963,848 1,372,148
    RAY JAMES ACCT 6616    
    RAY JAMES ACCT 6555 1,094,887 1,147,970
    RAY JAMES ACCT 6503 941,752 968,715
    RAY JAMES ACCT 5912 499,124 499,124

    TY 2015 LegalFeesSchedule
    Name:
    CONSOLIDATED ANTI-AGING FOUNDATION
    EIN:
    65-6222748
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 12,861     12,861
    OTHER FEES 150 150    


    TY 2015 OtherExpensesSchedule
    Name:
    CONSOLIDATED ANTI-AGING FOUNDATION
    EIN:
    65-6222748
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    PLAINS ALL AMERICAN K-1 2 2    


    TY 2015 OtherIncomeSchedule2
    Name:
    CONSOLIDATED ANTI-AGING FOUNDATION
    EIN:
    65-6222748
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PLAINS ALL AMERICAN K-1 623 623  


    TY 2015 OtherIncreasesSchedule
    Name:
    CONSOLIDATED ANTI-AGING FOUNDATION
    EIN:
    65-6222748
    Description Amount
    BOND PREMIUM NOT AMORTIZED ON BOOKS 3,776


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    CONSOLIDATED ANTI-AGING FOUNDATION
    EIN:
    65-6222748
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL ADMINISTRATION 220,000 110,000   110,000
    INVESTMENT ADVISORY FEES 18,400 18,400    
    INVESTMENT ADVISORY FEE16223 93 93    
    INVESTMENT ADVISORY FEE 16222 12,863 12,863    
    INVESTMENT ADVISORY FEE 6503 5,029 5,029    
    INVESTMENT ADVISORY FEE 6555 5,705 5,705    
    INVESTMENT ADVISORY FEE 6598 5,269 5,269    
    INVESTMENT ADVISORY FEES 6616 2,542 2,542    
    INVESTMENT ADVISORY FEES70393 4,991 4,991    


    TY 2015 TaxesSchedule
    Name:
    CONSOLIDATED ANTI-AGING FOUNDATION
    EIN:
    65-6222748
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID-PLAINS 76 76    
    FOREIGN TAXES PAID-16222 884 884    
    FOREIGN TAXES PAID-16223 35 35