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
ELAINE H SNYDER CANCER RESEARCH TRUST
%HOWARD BODENHEIMER
Number and street (or P.O. box number if mail is not delivered to street address)15760 VENTURA BLVD NO 700
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ENCINO, CA914363016
A Employer identification number

95-6781723
B Telephone number (see instructions)

(623) 544-6802
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$1,106,280
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      
4 Dividends and interest from securities... 34,065 34,065 34,065
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 27,288
b Gross sales price for all assets on line 6a 675,436
7 Capital gain net income (from Part IV, line 2)... 27,288
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)....... 1,156 1,156 1,156
12 Total. Add lines 1 through 11........ 62,509 62,509 35,221
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 6,000 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 1,125 1,125 0 0
c Other professional fees (attach schedule).... 14,394 14,394 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 739 739 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 535 535 0 0
23 Other expenses (attach schedule)....... 54 54 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 22,847 16,847 0 0
25 Contributions, gifts, grants paid....... 57,275 58,887
26 Total expenses and disbursements. Add lines 24 and 25 80,122 16,847 0 58,887
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -17,613
b Net investment income (if negative, enter -0-) 45,662
c Adjusted net income (if negative, enter -0-)... 35,221
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............. 12,765 16,115 16,115
2 Savings and temporary cash investments......... 30,319 146,589 146,589
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.......... 9,055 9,351  
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 477,416 Click to see attachment448,827 538,252
c Investments—corporate bonds (attach schedule)....... 321,319 Click to see attachment211,584 226,108
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 171,249 Click to see attachment170,432 179,216
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) 1,022,123 1,002,898 1,106,280
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................. 58,887 57,275
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)......... 58,887 57,275
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........ 915,644 915,644
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 47,592 29,979
30 Total net assets or fund balances (see instructions)..... 963,236 945,623
31 Total liabilities and net assets/fund balances (see instructions). 1,022,123 1,002,898
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
963,236
2
Enter amount from Part I, line 27a .....................
2
-17,613
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
945,623
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
945,623
Form 990-PF (2015)
Form 990-PF (2015)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1 a AT & T INC - 31 SHS   2014-12-17 2015-04-21
b AT & T INC - 80 SHS   2015-07-22 2015-12-03
c AT & T INC - 15 SHS   2015-05-19 2015-12-03
d AT & TINC - 30 SHS   2015-08-12 2015-12-03
e ABBVIE INC - 11 SHS   2014-10-16 2015-01-13
ABBVIE INC - 5 SHS   2014-04-10 2015-01-13
ABBVIE INC - 41 SHS   2014-07-09 2015-01-13
APPLE COMPUTER INC COM - 8 SHS   2014-12-08 2015-04-21
APPLE COMPUTER INC COM - 8 SHS   2014-12-08 2015-11-12
APPLE COMPUTER INC COM - 5 SHS   2015-06-23 2015-11-12
APPLE COMPUTER INC COM - 3 SHS   2015-07-22 2015-11-12
BAXTER INTL INC COM - 20 SHS   2014-11-06 2015-05-20
BAXTER INTL INC COM - 47 SHS   2014-11-06 2015-06-04
BERSHIRE HATHAWAY INC. - 9 SHS   2014-04-10 2015-03-03
CME GROUP INC - 18 SHS   2015-06-18 2015-12-03
CVS/CAREMARK CORPORATION - 12 SHS   2015-06-24 2015-09-25
CVS/CAREMARK CORPORATION - 7 SHS   2015-04-21 2015-09-25
CVS/CAREMARK CORPORATION - 19 SHS   2015-04-21 2015-12-03
CAPITAL ONE FINANCIAL CORP - 10 SHS   2014-06-19 2015-01-22
CAPITAL ONE FINANCIAL CORP - 50 SHS   2014-09-18 2015-01-22
CELANESE CORP - 13 SHS   2014-07-09 2015-04-21
CELANESE CORP - 8 SHS   2015-05-19 2015-07-10
CHEVRON CORP - 3 SHS   2015-02-04 2015-04-21
CHEVRON CORP - 31 SHS   2015-02-04 2015-12-03
CISCO SYSTEMS INC - 114 SHS   2015-05-14 2015-09-25
CISCO SYSTEMS INC - 49 SHS   2015-01-20 2015-12-03
CISCO SYSTEMS INC - 75 SHS   2015-07-02 2015-12-03
CISCO SYSTEMS INC - 19 SHS   2015-05-14 2015-12-03
CISCO SYSTEMS INC - 80 SHS   2015-02-19 2015-12-03
CITIGROUP INC - 24 SHS   2015-07-23 2015-12-03
CITIGROUP INC - 25 SHS   2015-06-16 2015-12-03
CITIGROUP INC - 9 SHS   2015-06-08 2015-12-03
CUMMINS INC. - 7 SHS   2015-04-21 2015-07-02
CUMMINS INC. - 3 SHS   2015-05-19 2015-07-02
DIAGEOPLC-ADR - 10 SHS   2014-08-07 2015-04-21
WALT DISNEY CO - 27 SHS   2015-08-05 2015-12-03
EATON VANCE FLOATING RATE FD-I 924 - 148.56 SHS   2014-12-26 2015-04-21
EATON VANCE FLOATING RATE FD-I 924 - 1480.65 SHS   2014-12-26 2015-12-03
ECOLAB INC - 1 SHS   2015-05-19 2015-12-03
ECOLAB INC - 5 SHS   2015-11-02 2015-12-03
FACEBOOK INC - 22 SHS   2015-03-26 2015-12-03
FID ADV EMER MKTS INC CL 1 607 - 18.27 SHS   2015-02-13 2015-04-21
FID ADV EMER MKTS INC CL 1 607 - 22 SHS   2015-02-13 2015-08-27
GENERAL ELECTRIC CO - 45 SHS   2015-04-21 2015-12-03
GILEAD SCIENCES INC - 16 SHS   2015-01-13 2015-04-21
GILEAD SCIENCES INC - 5 SHS   2015-05-19 2015-09-25
GILEAD SCIENCES INC - 20 SHS   2015-02-04 2015-12-03
GILEAD SCIENCES INC - 4 SHS   2015-01-13 2015-12-03
GILEAD SCIENCES INC - 2 SHS   2015-05-19 2015-12-03
GOLDMAN SACHS GROUP INC - 8 SHS   2015-01-16 2015-09-25
GOLDMAN SACHS GROUP INC - 7 SHS   2015-01-16 2015-12-03
HSBC FRONTIER MARKETS-I - 520.44 SHS   2015-07-14 2015-12-03
HOME DEPOT INC - 7 SHS   2015-01-06 2015-04-21
HOME DEPOT INC - 14 SHS   2015-02-06 2015-04-21
HOME DEPOT INC - 59 SHS   2015-09-18 2015-12-03
HOME DEPOT INC - 11 SHS   2015-05-19 2015-12-03
HOME DEPOT INC - 11 SHS   2015-01-06 2015-12-03
ISHARES MSCI AUSTRALIA INDEX - 8 SHS   2015-04-21 2015-12-03
ISHARES INC MSCI CDA INDEX FD - 49 SHS   2014-12-02 2015-01-20
ISHARES INC MSCI CDA INDEX FD - 127 SHS   2014-08-04 2015-01-20
ISHARES INC MSCI CDA INDEX FD - 21 SHS   2014-04-10 2015-01-20
ISHARES INC MSCI CDA INDEX FD - 20 SHS   2014-12-02 2015-07-10
ISHARES INC MSCI CDA INDEX FD - 36 SHS   2014-12-02 2015-09-25
ISHARES INC MSCI CDA INDEX FD - 1 SHS   2015-06-05 2015-12-03
ISHARES INC MSCI EMU INDEX FD - 12 SHS   2015-05-15 2015-12-03
ISHARES INC MSCI PACIFIC EX-JAPAN - 285 SHS   2014-12-26 2015-04-21
ISHARES MSCI SINGAPORE INDEX - 14 SHS   2015-05-19 2015-12-03
ISHARES MSCI FRANCE INDEX - 6 SHS   2015-02-18 2015-12-03
ISHARES MSCI SPAIN INDEX - 16 SHS   2015-05-19 2015-12-03
ISHARES MSCI SPAIN INDEX - 12 SHS   2015-05-04 2015-12-03
ISHARES MSCI SPAIN INDEX - 45 SHS   2015-07-23 2015-12-03
ISHARES MSCI GERMANY INDEX - 13 SHS   2015-03-03 2015-12-03
ISHARES MSCI JAPAN - 135 SHS   2015-08-19 2015-12-03
ISHARES MSCI HONG KONG INDEX - 107 SHS   2014-10-20 2015-06-26
SHARES MSCI HONG KONG INDEX - 23 SHS   2015-04-21 2015-06-26
SHARES MSCI HONG KONG INDEX - 14 SHS   2015-05-03 2015-12-03
SHARES S&P MIDCAP 400 GROWTH - 20 SHS   2015-05-19 2015-12-03
SHARES S&P MIDCAP 400 GROWTH - 24 SHS   2015-04-21 2015-12-03
1SHARES S&P EUROPE 350 - 668 SHS   2014-12-26 2015-02-18
1SHARES MSCI INDONESIA INVES - 61 SHS   2015-02-24 2015-09-29
ISHARES TR - 28 SHS   2015-05-14 2015-12-03
JPMORGAN CHASE & CO - 26 SHS   2014-11-25 2015-02-05
JPMORGAN CHASE & CO - 65 SHS   2014-10-10 2015-02-05
JPMORGAN CHASE & CO - 50 SHS   2015-09-01 2015-12-03
JOHNSON CONTROLS INC - 27 SHS   2015-05-19 2015-07-23
JOHNSON CONTROLS INC - 36 SHS   2015-05-19 2015-08-12
JOHNSON CONTROLS INC - 76 SHS   2015-02-10 2015-08-12
JOHNSON CONTROLS INC - 103 SHS   2015-01-20 2015-08-12
MAINSTAY CONVERTIBLE FD CL I 2584 - 17.75 SHS   2014-04-10 2015-02-13
MERCK & CO INC NEW - 54 SHS   2015-06-04 2015-12-03
MICROSOFT CORP - 17 SHS   2014-06-30 2015-03-17
MICROSOFT CORP - 2 SHS   2014-11-18 2015-03-17
MICROSOFT CORP - 23 SHS   2014-04-10 2015-03-17
MICROSOFT CORP - 18 SHS   2014-09-03 2015-03-17
MONSANTO CO NEW - 7 SHS   2014-06-12 2015-04-21
MONSANTO CO NEW - 9 SHS   2015-01-13 2015-06-24
MONSANTO CO NEW - 6 SHS   2015-01-13 2015-07-17
MONSANTO CO NEW   2014-07-31 2015-07-17
MONSANTO CO NEW - 14 SHS   2014-09-04 2015-07-17
MONSANTO CO NEW - 14 SHS   2014-11-07 2015-07-17
MONSANTO CO NEW - 20 SHS   2014-07-31 2015-07-22
MONSANTO CO NEW - 10 SHS   2014-10-09 2015-08-26
NUVEEN HIGH YIELD MUNI BD-R 1668 - 57.99 SHS   2015-01-14 2015-06-15
NUVEEN HIGH YIELD MUNI BD-R 1668 - 371.32 SHS   2015-01-14 2015-08-27
NUVEEN HIGH YIELD MUNI BD-R 1668 - 408.88 SHS   2015-05-05 2015-08-27
PNC FINANCIAL SERVICES GROUP - 22 SHS   2015-08-12 2015-12-03
PRECISION CASTPARTS CORP - 1 SHS   2014-08-26 2015-08-04
PRECISION CASTPARTS CORP - 14 SHS   2014-11-05 2015-08-10
PRECISION CASTPARTS CORP - 2 SHS   2015-01-22 2015-08-10
PRECISION CASTPARTS CORP - 15 SHS   2015-01-16 2015-08-10
PRECISION CASTPARTS CORP - 15 SHS   2014-10-23 2015-08-10
PRECISION CASTPARTS CORP - 16 SHS   2014-10-10 2015-08-10
PRECISION CASTPARTS CORP - 12 SHS   2014-08-26 2015-08-10
PROCTER & GAMBLE CC - 77 SHS   2015-01-27 2015-06-23
PUBLIC SVC ENTERPRISE GROUP INC - 21 SHS   2014-05-01 2015-02-13
PUBLIC SVC ENTERPRISE GROUP INC - 73 SHS   2014-08-06 2015-02-13
QUALCOMM INC - 93 SHS   2014-11-21 2015-01-22
SALESFORCE COM INC - 25 SHS   2014-11-20 2015-09-25
SALESFORCE COM INC - 1 SHS   2014-12-09 2015-12-03
SCHLUMBERGER LTD - 18 SHS   2015-02-04 2015-04-21
SCHLUMBERGER LTD - 33 SHS   2015-02-04 2015-12-03
SCHLUMBERGER LTD - 9 SHS   2015-05-19 2015-12-03
AMEX ENERGY SELECT SPDR - 62 SHS   2014-12-26 2015-04-21
AMEX FINANCIAL SELECT SPDR - 488 SHS   2014-12-26 2015-02-19
AMEX UTILITIES SPDR - 3 SHS   2015-03-23 2015-04-21
AMEX UTILITIES SPDR - 3 SHS   2015-04-20 2015-06-08
AMEX UTILITIES SPDR - 15 SHS   2015-03-23 2015-06-08
AMEX UTILITIES SPDR - 1 SHS   2015-03-03 2015-07-20
AMEX UTILITIES SPDR - 52 SHS   2015-03-23 2015-07-20
SUNCOR ENERGY INC NEW F - 72 SHS   2015-08-12 2015-12-03
TJX COS INC NEW - 10 SHS   2015-01-20 2015-05-15
TJX COS INC NEW - 63 SHS   2015-02-18 2015-05-15
TJX COS INC NEW - 8 SHS   2015-01-14 2015-05-15
TJX COS INC NEW - 66 SHS   2015-08-19 2015-12-03
TJX COS INC NEW - 8 SHS   2014-12-15 2015-12-03
TJX COS INC NEW - 14 SHS   2015-01-20 2015-12-03
TEMPLETON EMER MKT S/C-ADV 626 - 128.6 SHS   2015-02-06 2015-09-25
TEMPLETON EMER MKT S/C-ADV 626 - 40.07 SHS   2015-02-06 2015-12-03
THERMO FISHER SCIENTIFIC INC - 8 SHS   2015-03-17 2015-09-25
THERMO FISHER SCIENTIFIC INC - 14 SHS   2015-03-17 2015-12-03
TOTAL FINA ELF S.A. ADR - 26 SHS   2015-02-13 2015-09-25
TOTAL FINA ELF S.A. ADR - 50 SHS   2015-02-13 2015-12-03
E-TRACS ALERIAN MLP INFRASTRUCTURE - 573 SHS   2015-09-25 2015-12-03
E-TRACS ALERIAN MLP INFRASTRUCTURE - 25 SHS   2015-09-29 2015-12-03
ETRACS ALERIAN MLP ETN - 100 SHS   2015-05-05 2015-09-25
USBANCORPDELNEW - 20 SHS   2014-11-19 2015-04-21
USBANCORPDELNEW - 4 SHS   2015-01-14 2015-07-10
USBANCORPDELNEW - 8 SHS   2014-11-19 2015-07-10
USBANCORPDELNEW - 45 SHS   2014-09-09 2015-07-10
UNION PACIFIC CORP - 17 SHS   2015-02-06 2015-04-21
UNION PACIFIC CORP - 18 SHS   2014-07-28 2015-05-14
UNION PACIFIC CORP - 12 SHS   2015-02-06 2015-05-14
UNION PACIFIC CORP - 9 SHS   2015-01-13 2015-05-14
UNION PACIFIC CORP - 14 SHS   2014-10-08 2015-05-14
UNION PACIFIC CORP - 13 SHS   2014-12-17 2015-05-14
UNION PACIFIC CORP - 10 SHS   2014-06-17 2015-05-20
UNION PACIFIC CORP - 6 SHS   2014-07-28 2015-05-20
UNITEDHEALTH GROUP INC - 23 SHS   2015-02-03 2015-04-21
UNITEDHEALTH GROUP INC - 4 SHS   2015-06-24 2015-09-25
UNITEDHEALTH GROUP INC - 8 SHS   2015-06-24 2015-12-03
UNITEDHEALTH GROUP INC - 33 SHS   2015-02-03 2015-12-03
WELLS FARGO ADV HI INC-INS 3110 - 187.06 SHS   2014-12-26 2015-04-21
WELLS FARGO ADV HI INC-INS 3110 - 1902.28 SHS   2014-12-26 2015-08-27
NXP SEMICONDUCTORS NV - 80 SHS   2015-02-17 2015-11-24
NXP SEMICONDUCTORS NV - 16 SHS   2015-10-26 2015-11-24
NXP SEMICONDUCTORS NV - 4 SHS   2015-06-23 2015-11-24
IPATH ETN CRUDE OIL- BARCLAYS PLC - 199 SHS   2015-03-27 2015-05-28
IPATH ETN CRUDE OIL- BARCLAYS PLC - 101 SHS   2015-03-27 2015-07-20
IPATH ETN CRUDE OIL- BARCLAYS PLC - 302 SHS   2015-03-27 2015-12-03
ELEMENTS ROGER ENERGY TR - 826 SHS   2014-12-18 2015-03-25
ELEMENTS ROGERS AGRL TOT RET - 474 SHS   2015-04-21 2015-12-14
ELEMENTS ROGERS TOTAL RETURN - 1356 SHS   2014-12-26 2015-04-21
ABBVIE INC - 5 SHS   2013-09-27 2015-01-13
ABBVIE INC - 14 SHS   2013-01-24 2015-01-13
ABBVIE INC - 79 SHS   2013-01-24 2015-01-22
ABBVIE 1NC - 49 SHS   2012-10-18 2015-01-22
ABBVIE 1NC - 16 SHS   2012-12-21 2015-01-22
ABBVIE 1NC - 33 SHS   2013-01-08 2015-01-22
APPLE COMPUTER 1NC COM - 4 SHS   2014-09-03 2015-11-12
APPLE COMPUTER 1NC COM - 10 SHS   2014-07-08 2015-12-03
APPLE COMPUTER 1NC COM - 25 SHS   2014-09-10 2015-12-03
APPLE COMPUTER 1NC COM - 2 SHS   2014-09-03 2015-12-03
BARCLAYS BANK PLC - 300 SHS   2012-09-06 2015-02-13
BARCLAYS BANK PLC - 100 SHS   2012-09-06 2015-04-21
BARCLAYS BANK PLC - 200 SHS   2012-09-06 2015-09-25
BAXTER INTLINC COM - 15 SHS   2014-04-10 2015-04-21
BAXTER INTLINC COM - 22 SHS   2014-04-10 2015-05-20
BAXTER INTLINC COM - 54 SHS   2013-10-02 2015-06-04
BAXTER INTLINC COM - 17 SHS   2013-10-17 2015-06-04
BAXTER INTL INC COM - 26 SHS   2013-12-11 2015-06-04
BAXTER INTL INC COM - 24 SHS   2014-01-24 2015-06-04
BERSHIRE HATHAWAY INC. - 4 SHS   2012-02-16 2015-03-03
BERSHIRE HATHAWAY INC. - 6 SHS   2014-01-14 2015-03-03
BERSHIRE HATHAWAY INC. - 3 SHS   2013-07-24 2015-03-03
CVS/CAREMARK CORPORATION - 4 SHS   2014-01-31 2015-12-03
CVS/CAREMARK CORPORATION - 16 SHS   2014-03-10 2015-12-03
CAPITAL ONE FINANCIAL CORP - 30 SHS   2013-08-07 2015-01-22
CAPITAL ONE FINANCIAL CORP - 114 SHS   2012-01-20 2015-01-22
CELANESE CORP - 21 SHS   2014-04-23 2015-07-10
CELANESE CORP - 13 SHS   2014-07-09 2015-07-10
CELANESE CORP - 6 SHS   2014-04-23 2015-07-23
CELANESE CORP - 2 SHS   2014-04-23 2015-09-25
CELANESE CORP - 4 SHS   2014-04-23 2015-12-03
CELANESE CORP - 15 SHS   2013-11-25 2015-12-03
COMCAST CORP CLASS A - 5 SHS   2013-05-20 2015-01-20
COMCAST CORP CLASS A - 22 SHS   2013-09-05 2015-01-20
COMCAST CORP CLASS A - 38 SHS   2011-01-28 2015-01-20
COMCAST CORP CLASS A - 4 SHS   2011-01-28 2015-02-03
CUMMINS INC. - 10 SHS   2014-04-04 2015-06-30
CUMMINS INC. - 4 SHS   2014-03-03 2015-06-30
CUMMINS INC. - 27 SHS   2014-02-05 2015-07-02
CUMMINS INC. - 6 SHS   2014-03-03 2015-07-02
DIAGEOPLC-ADR - 16 SHS   2014-08-07 2015-12-03
EATON VANCE GLOBAL MACRO 1 - 2687.59 SHS   2014-04-10 2015-04-21
FID ADV EMER MKTS INC- CL 1 607 - 20.36 SHS   2014-04-10 2015-04-21
GENERAL ELECTRIC CO - 61 SHS   2014-05-05 2015-12-03
GOLDMAN SACHS GROUP INC - 2 SHS   2013-12-27 2015-12-03
GOLDMAN SACHS GROUP INC - 1 SHS   2014-01-21 2015-12-03
HOME DEPOT INC - 2 SHS   2014-10-14 2015-12-03
SHARES INC MSCI CDA INDEX FD - 21 SHS   2013-11-19 2015-09-25
SHARES INC MSCI CDA INDEX FD - 50 SHS   2013-11-19 2015-12-03
SHARES INC MSCI CDA INDEX FD - 15 SHS   2013-10-03 2015-12-03
SHARES INC MSCI CDA INDEX FD - 52 SHS   2012-02-16 2015-12-03
[SHARES MSCI CHILE INVESTABL - 22 SHS   2013-12-23 2015-03-04
[SHARES MSCI HONG KONG INDEX - 60 SHS   2014-01-08 2015-06-26
ISHARES TR FTSE XINHAU HK CHINA 25 - 38 SHS   2012-10-09 2015-02-05
ISHARES IBOXX INV GR CORP BD FD - 196 SHS   2014-04-10 2015-04-21
ISHARES IBOXX INV GR CORP BD FD - 43 SHS   2012-04-20 2015-04-21
ISHARES S&P MIDCAP 400 GROWTH - 3 SHS   2014-04-10 2015-12-03
ISHARES S&P MIDCAP 400 GROWTH - 60 SHS   2012-02-16 2015-12-03
JPMORGAN CHASE & CO - 46 SHS   2012-06-04 2015-02-05
LOOMIS SAYLES BOND FD INSTL 1162 - 2562.52 SHS   2013-08-23 2015-04-21
MAINSTAY CONVERTIBLE FD CL I 2584 - 432.16 SHS   2013-08-23 2015-02-13
MAINSTAY CONVERTIBLE FD CL I 2584 - 58.5 SHS   2013-08-23 2015-04-21
MAINSTAY CONVERTIBLE FD CL I 2584 - 16.97 SHS   2013-08-23 2015-06-15
MAINSTAY CONVERTIBLE FD CL I 2584 - 56.39 SHS   2013-08-23 2015-09-25
MICROSOFT CORP - 8 SHS   2014-02-10 2015-03-17
MONSANTO CO NEW - 3 SHS   2014-04-10 2015-07-17
MONSANTO CO NEW - 3 SHS   2014-02-24 2015-07-22
MONSANTO CO NEW - 33 SHS   2014-01-27 2015-08-26
MONSANTO CO NEW - 17 SHS   2014-02-24 2015-08-26
NATIONAL OILWELL INC COM - 21 SHS   2013-07-30 2015-02-04
NATIONAL OILWELL INC COM - 2 SHS   2013-05-08 2015-02-04
NATIONAL OILWELL INC COM - 7 SHS   2012-11-08 2015-02-04
NATIONAL OILWELL INC COM - 3 SHS   2013-04-12 2015-02-04
PUBLIC SVC ENTERPRISE GROUP INC - 41 SHS   2012-02-16 2015-02-13
PUBLIC SVC ENTERPRISE GROUP INC - 84 SHS   2012-02-16 2015-02-17
ROBECO BP LNG/SHRT RES-INS - 283.42 SHS   2014-02-05 2015-09-25
SALESFORCE COM INC - 7 SHS   2014-09-15 2015-12-03
SALESFORCE COM INC - 17 SHS   2014-11-20 2015-12-03
SALESFORCE COM INC - 12 SHS   2014-04-23 2015-12-03
ETRACS ALERIAN MLP ETN - 40 SHS   2013-12-11 2015-09-25
US BANCORP DEL NEW - 16 SHS   2012-02-16 2015-07-10
US BANCORP DEL NEW - 168 SHS   2012-02-16 2015-09-09
US BANCORP 6.500% PFD - 85 SHS   2012-01-18 2015-04-21
UNION PACIFIC CORP - 29 SHS   2014-06-17 2015-12-03
UNION PACIFIC CORP - 16 SHS   2014-08-05 2015-12-03
BANK OF AMERICA - 10000 SHS   2012-01-19 2015-05-19
BERSHIRE HATHAWAY INC. - 11 SHS   2010-01-20 2015-03-03
BERSHIRE HATHAWAY INC. - 1 SHS   2010-01-20 2015-04-21
BERSHIRE HATHAWAY INC. - 31 SHS   2010-01-20 2015-06-10
COMCAST CORP CLASS A - 67 SHS   2009-04-17 2015-02-03
COMCAST CORP CLASS A - 12 SHS   2009-10-12 2015-02-03
DIGITAL REALTY TRUST INC 7.000% PFD - 100 SHS   2011-09-08 2015-04-21
FID ADV EMER MKTS INC- CL 1 607 - 22.84 SHS   2011-01-28 2015-08-27
GENERAL ELECTRIC CO - 14 SHS   2008-10-02 2015-12-03
GOOGLE INC - 1 SHS   2010-05-25 2015-01-06
GOOGLE INC - 4 SHS   2010-07-16 2015-01-06
GOOGLE INC-CLC - 4 SHS   2010-07-16 2015-02-17
GOOGLE INC-CLC - 6 SHS   2010-05-25 2015-02-17
ISHARES GOLD TRUST - 64 SHS   2007-04-23 2015-07-20
ISHARES GOLD TRUST - 33 SHS   2008-10-17 2015-07-20
ISHARES INC MSCI CDA INDEX FD - 3 SHS   2011-01-13 2015-01-20
JP MORGAN ALERIAN MLP INDEX - 145 SHS   2011-03-17 2015-09-25
JP MORGAN ALERIAN MLP INDEX - 100 SHS   2011-06-24 2015-09-25
MICROSOFT CORP - 17 SHS   2003-03-27 2015-03-17
MICROSOFT CORP - 169 SHS   2003-03-27 2015-03-26
PUBLIC STORAGE 6.50% PFD - 100 SHS   2010-10-04 2015-04-21
PUBLIC STORAGE 6.50% PFD - 400 SHS   2010-10-04 2015-10-08
PUBLIC STORAGE 6.50% PFD - 400 SHS   2010-10-05 2015-10-09
ELEMENTS ROGERS AGRI TOT RET - 392 SHS   2014-11-05 2015-12-14
ISHARES GOLD TRUST - 388 SHS   2001-01-01 2015-01-31
ISHARES GOLD TRUST - 388 SHS   2001-01-01 2015-02-28
ISHARES GOLD TRUST - 388 SHS   2001-01-01 2015-03-31
ISHARES GOLD TRUST - 388 SHS   2001-01-01 2015-04-30
ISHARES GOLD TRUST - 388 SHS   2001-01-01 2015-05-31
ISHARES GOLD TRUST - 388 SHS   2001-01-01 2015-06-30
ISHARES GOLD TRUST - 291 SHS   2001-01-01 2015-07-31
ISHARES GOLD TRUST - 291 SHS   2001-01-01 2015-08-31
ISHARES GOLD TRUST - 291 SHS   2001-01-01 2015-09-30
ISHARES GOLD TRUST - 291 SHS   2001-01-01 2015-10-31
ISHARES GOLD TRUST - 291 SHS   2001-01-01 2015-11-30
ISHARES GOLD TRUST - 291 SHS   2001-01-01 2015-12-31
CAPITAL GAINS DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 1,016   1,002 14
b 2,642   2,737 -95
c 495   516 -21
d 991   1,013 -22
e 723   594 129
329   246 83
2,696   2,253 443
1,018   900 118
930   900 30
581   637 -56
349   375 -26
1,359   1,429 -70
3,081   3,358 -277
1,306   1,121 185
1,713   1,729 -16
1,193   1,267 -74
696   710 -14
1,768   1,928 -160
756   816 -60
3,778   4,185 -407
856   847 9
546   538 8
329   325 4
2,746   3,357 -611
2,958   3,356 -398
1,318   1,367 -49
2,017   2,055 -38
511   559 -48
2,151   2,340 -189
1,282   1,448 -166
1,336   1,415 -79
481   505 -24
919   949 -30
394   420 -26
1,121   1,175 -54
3,017   3,070 -53
1,340   1,322 18
12,630   13,157 -527
118   116 2
588   576 12
2,283   1,818 465
246   240 6
282   290 -8
1,349   1,201 148
1,677   1,591 86
511   555 -44
2,022   1,969 53
404   398 6
202   222 -20
1,440   1,405 35
1,297   1,229 68
6,021   6,875 -854
789   703 86
1,578   1,524 54
7,734   6,796 938
1,442   1,251 191
1,442   1,105 337
154   186 -32
1,322   1,461 -139
3,428   4,068 -640
567   631 -64
518   596 -78
833   1,074 -241
23   28 -5
431   487 -56
13,372   12,591 781
148   188 -40
148   158 -10
487   581 -94
365   434 -69
1,369   1,572 -203
346   384 -38
1,660   1,719 -59
2,465   2,249 216
530   545 -15
282   302 -20
3,274   3,457 -183
3,929   4,124 -195
29,739   29,165 574
1,037   1,689 -652
472   557 -85
1,473   1,569 -96
3,682   3,870 -188
3,285   3,116 169
1,256   1,349 -93
1,629   1,799 -170
3,439   3,658 -219
4,661   4,613 48
303   305 -2
2,837   3,230 -393
700   711 -11
82   98 -16
947   934 13
741   809 -68
820   850 -30
978   1,079 -101
644   719 -75
537   570 -33
1,504   1,597 -93
1,504   1,607 -103
2,105   2,279 -174
958   1,088 -130
980   1,013 -33
6,279   6,487 -208
6,914   7,000 -86
2,064   2,092 -28
192   244 -52
3,235   3,120 115
462   414 48
3,466   2,843 623
3,466   3,283 183
3,697   3,598 99
2,773   2,931 -158
6,144   6,639 -495
820   844 -24
2,851   2,505 346
6,636   6,628 8
1,829   1,465 364
80   56 24
1,648   1,538 110
2,455   2,820 -365
670   814 -144
5,055   4,971 84
11,804   12,219 -415
133   135 -2
128   136 -8
639   677 -38
43   47 -4
2,240   2,348 -108
1,979   2,070 -91
658   660 -2
4,145   4,278 -133
526   530 -4
4,590   4,935 -345
556   526 30
974   924 50
1,475   1,577 -102
470   491 -21
1,001   1,048 -47
1,851   1,833 18
1,154   1,410 -256
2,406   2,712 -306
14,136   16,107 -1,971
617   652 -35
1,973   2,866 -893
852   876 -24
173   165 8
346   351 -5
1,947   1,870 77
1,852   2,091 -239
1,832   1,812 20
1,221   1,476 -255
916   1,020 -104
1,425   1,469 -44
1,323   1,455 -132
1,030   997 33
618   604 14
2,746   2,470 276
480   478 2
922   956 -34
3,803   3,543 260
1,315   1,298 17
12,669   13,202 -533
6,615   6,708 -93
1,323   1,471 -148
331   412 -81
2,309   2,122 187
999   1,077 -78
2,226   3,221 -995
2,945   3,568 -623
2,995   3,190 -195
8,221   8,705 -484
329   222 107
920   523 397
4,919   2,950 1,969
3,051   1,688 1,363
996   549 447
2,055   1,126 929
465   403 62
1,146   950 196
2,866   2,469 397
229   201 28
7,998   7,707 291
2,608   2,569 39
5,214   5,138 76
1,051   1,096 -45
1,495   1,608 -113
3,540   3,397 143
1,115   1,135 -20
1,705   1,750 -45
1,574   1,623 -49
581   315 266
871   685 186
435   350 85
372   271 101
1,489   1,174 315
2,267   2,054 213
8,614   5,227 3,387
1,434   1,247 187
888   846 42
385   356 29
120   119 1
275   238 37
1,032   824 208
279   209 70
1,227   936 291
2,120   869 1,251
221   91 130
1,313   1,474 -161
525   569 -44
3,544   3,404 140
788   854 -66
1,817   1,881 -64
25,344   24,948 396
274   283 -9
1,828   1,620 208
371   348 23
185   172 13
262   179 83
486   621 -135
1,152   1,478 -326
346   423 -77
1,198   1,479 -281
897   1,022 -125
1,382   1,225 157
1,634   1,331 303
23,908   23,075 833
5,245   4,994 251
491   450 41
9,823   6,697 3,126
2,606   1,423 1,183
37,772   38,053 -281
7,377   7,191 186
1,015   973 42
295   282 13
905   938 -33
329   294 35
322   344 -22
316   334 -18
3,163   3,580 -417
1,629   1,891 -262
1,098   1,305 -207
105   123 -18
366   439 -73
157   185 -28
1,601   1,289 312
3,328   2,640 688
4,240   3,982 258
558   401 157
1,356   996 360
957   669 288
789   1,101 -312
692   465 227
6,901   4,882 2,019
2,536   2,125 411
2,289   2,891 -602
1,263   1,572 -309
11,504   9,959 1,545
1,596   753 843
141   68 73
4,348   2,121 2,227
3,696   964 2,732
662   183 479
2,600   2,500 100
292   296 -4
420   312 108
510   236 274
2,041   934 1,107
2,174   931 1,243
3,261   1,410 1,851
683   412 271
352   242 110
81   94 -13
4,545   5,323 -778
3,134   3,631 -497
700   422 278
6,965   4,200 2,765
2,554   2,500 54
10,000   10,000 0
13     13
2,477   2,873 -396
1     1
1     1
1     1
1     1
1     1
1     1
1     1
1     1
1     1
1     1
1     1
1     1
3,582     3,582
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       14
b       -95
c       -21
d       -22
e       129
      83
      443
      118
      30
      -56
      -26
      -70
      -277
      185
      -16
      -74
      -14
      -160
      -60
      -407
      9
      8
      4
      -611
      -398
      -49
      -38
      -48
      -189
      -166
      -79
      -24
      -30
      -26
      -54
      -53
      18
      -527
      2
      12
      465
      6
      -8
      148
      86
      -44
      53
      6
      -20
      35
      68
      -854
      86
      54
      938
      191
      337
      -32
      -139
      -640
      -64
      -78
      -241
      -5
      -56
      781
      -40
      -10
      -94
      -69
      -203
      -38
      -59
      216
      -15
      -20
      -183
      -195
      574
      -652
      -85
      -96
      -188
      169
      -93
      -170
      -219
      48
      -2
      -393
      -11
      -16
      13
      -68
      -30
      -101
      -75
      -33
      -93
      -103
      -174
      -130
      -33
      -208
      -86
      -28
      -52
      115
      48
      623
      183
      99
      -158
      -495
      -24
      346
      8
      364
      24
      110
      -365
      -144
      84
      -415
      -2
      -8
      -38
      -4
      -108
      -91
      -2
      -133
      -4
      -345
      30
      50
      -102
      -21
      -47
      18
      -256
      -306
      -1,971
      -35
      -893
      -24
      8
      -5
      77
      -239
      20
      -255
      -104
      -44
      -132
      33
      14
      276
      2
      -34
      260
      17
      -533
      -93
      -148
      -81
      187
      -78
      -995
      -623
      -195
      -484
      107
      397
      1,969
      1,363
      447
      929
      62
      196
      397
      28
      291
      39
      76
      -45
      -113
      143
      -20
      -45
      -49
      266
      186
      85
      101
      315
      213
      3,387
      187
      42
      29
      1
      37
      208
      70
      291
      1,251
      130
      -161
      -44
      140
      -66
      -64
      396
      -9
      208
      23
      13
      83
      -135
      -326
      -77
      -281
      -125
      157
      303
      833
      251
      41
      3,126
      1,183
      -281
      186
      42
      13
      -33
      35
      -22
      -18
      -417
      -262
      -207
      -18
      -73
      -28
      312
      688
      258
      157
      360
      288
      -312
      227
      2,019
      411
      -602
      -309
      1,545
      843
      73
      2,227
      2,732
      479
      100
      -4
      108
      274
      1,107
      1,243
      1,851
      271
      110
      -13
      -778
      -497
      278
      2,765
      54
      0
      13
      -396
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      3,582
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 27,288
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 -11,545
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 56,904 1,193,065 0.047696
2013 55,136 1,168,736 0.047176
2012 53,957 1,138,251 0.047403
2011 52,479 1,115,789 0.047033
2010 47,218 1,065,530 0.044314
2
Total of line 1, column (d) .....................
20.233622
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
0.046724
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
1,154,640
5
Multiply line 4 by line 3......................
5
53,949
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
457
7
Add lines 5 and 6........................
7
54,406
8
Enter qualifying distributions from Part XII, line 4.............
8
58,887
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 1 457
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 457
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- ..... 5 457
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 800
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.............. 7 800
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 10 343
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet343 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletMICHELLE MULVEY Telephone no.bullet (623) 544-6802

    Located atbullet14976 W WOODBURY LANESURPRISEAZ ZIP+4bullet85374
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    MICHELLE MULVEY TRUSTEE
    10.00
    6,000 0 0
    14976 W WOODBURY LANE
    SURPRISE,AZ85374
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,115,761
    b
    Average of monthly cash balances.......................
    1b
    56,462
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,172,223
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,172,223
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    17,583
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,154,640
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    57,732
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    57,732
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    457
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    457
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    57,275
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    57,275
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    57,275
    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
    58,887
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    58,887
    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
    457
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    58,430
    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 57,275
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 58,887
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 58,887
    a Applied to 2014, but not more than line 2a 58,887
    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 2015 distributable amount..... 0
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2015. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    57,275
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015....  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    GEORGE WASHINGTON UNIVERSITY
    1918 F STREET NW
    WASHINGTON,DC20037
    NONE EXEMPT CANCER RESEARCH 58,887
    Total .................................bullet 3a 58,887
    bApproved for future payment
    GEORGE WASHINGTON UNIVERSITY
    1918 F STREET NW
    WASHINGTON,DC20037
      EXEMPT CANCER RESEARCH 57,275
    Total .................................bullet 3b 57,275
    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 ...........
             
    4 Dividends and interest from securities....     14 34,065  
    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.....     14 1,156  
    8
    Gain or (loss) from sales of assets other than inventory ............
        18 27,288  
    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 62,509 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    1362,509
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

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

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    ELAINE H SNYDER CANCER RESEARCH TRUST
     
    %HOWARD BODENHEIMER
    EIN:
    95-6781723
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    KENDAL MUELDENER, CPA 1,125 1,125 0 0

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    ELAINE H SNYDER CANCER RESEARCH TRUST
     
    %HOWARD BODENHEIMER
    EIN:
    95-6781723
    Name of Bond End of Year Book Value End of Year Fair Market Value
    FIXED INCOME 211,584 226,108

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    ELAINE H SNYDER CANCER RESEARCH TRUST
     
    %HOWARD BODENHEIMER
    EIN:
    95-6781723
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EQUITIES 448,827 538,252

    TY 2015 InvestmentsOtherSchedule2
    Name:
    ELAINE H SNYDER CANCER RESEARCH TRUST
     
    %HOWARD BODENHEIMER
    EIN:
    95-6781723
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    OTHER INVESTMENTS AT COST 170,432 179,216

    TY 2015 OtherExpensesSchedule
    Name:
    ELAINE H SNYDER CANCER RESEARCH TRUST
     
    %HOWARD BODENHEIMER
    EIN:
    95-6781723
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ATTY GENERAL REGISTRY 25 25 0 0
    POSTAGE 29 29 0 0


    TY 2015 OtherIncomeSchedule2
    Name:
    ELAINE H SNYDER CANCER RESEARCH TRUST
     
    %HOWARD BODENHEIMER
    EIN:
    95-6781723
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    1099 MISC WELLS FARGO 835 835 835
    W/F NONDIVIDEND DIST 321 321 321


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    ELAINE H SNYDER CANCER RESEARCH TRUST
     
    %HOWARD BODENHEIMER
    EIN:
    95-6781723
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    WELLS FARGO ADVISORS 14,394 14,394 0 0


    TY 2015 TaxesSchedule
    Name:
    ELAINE H SNYDER CANCER RESEARCH TRUST
     
    %HOWARD BODENHEIMER
    EIN:
    95-6781723
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX WITHHELD 688 688 0 0
    2015 EXCISE TAXES ESTIMATE 41 41 0 0
    FRANCHISE TAX BOARD 10 10 0 0