TY 2015 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

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

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

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

OMB No. 1545-0052

2015

Open to Public Inspection

For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015

Name of foundation
SHAW-BURCKHARDT-BRENNER FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)C/O HALL RENDER 500 N MERIDIAN ST
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
INDIANAPOLIS, IN46204

A Employer identification number

23-7076297

B Telephone number (see instructions)

(317) 977-1449

C If exemption application is pending, check here bullet

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

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

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

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

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

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

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

$913,682J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check Sch. B .............
3	Interest on savings and temporary cash investments	1,027		1,027
4	Dividends and interest from securities...	18,562		18,562
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		43,575
b	Gross sales price for all assets on line 6a 350,667
7	Capital gain net income (from Part IV, line 2)...			43,575
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	63,164		63,164
13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........		2,580		2,580
b	Accounting fees (attach schedule).......		3,750		3,750
c	Other professional fees (attach schedule)....		7,271	7,271
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		2,520	2,520
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......	972			972
22	Printing and publications..........
23	Other expenses (attach schedule).......		164	60	104
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	17,257		9,851	7,406
25	Contributions, gifts, grants paid.......	41,000			41,000
26	Total expenses and disbursements. Add lines 24 and 25	58,257		9,851	48,406
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	4,907
b	Net investment income (if negative, enter -0-)			53,313
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	10,418	10,980	10,980
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	63,244	102,667	102,330
	b	Investments—corporate stock (attach schedule).......	373,424	405,496	495,587
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	361,620	294,470	304,785
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	808,706	813,613	913,682
	17	Accounts payable and accrued expenses..........
	18	Grants payable..................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow SFAS 117, check here
		and complete lines 24 through 26 and lines 30 and 31.
	24	Unrestricted..................
	25	Temporarily restricted...............
	26	Permanently restricted...............
		Foundations that do not follow SFAS 117, check here
		and complete lines 27 through 31.
	27	Capital stock, trust principal, or current funds........
	28	Paid-in or capital surplus, or land, bldg., and equipment fund
	29	Retained earnings, accumulated income, endowment, or other funds	808,706	813,613
	30	Total net assets or fund balances (see instructions).....	808,706	813,613
	31	Total liabilities and net assets/fund balances (see instructions).	808,706	813,613

Part III

Analysis of Changes in Net Assets or Fund Balances

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

808,706

Enter amount from Part I, line 27a .....................

4,907

Other increases not included in line 2 (itemize) bullet

Add lines 1, 2, and 3 ..........................

813,613

Decreases not included in line 2 (itemize) bullet

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .

813,613

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
1 a	PUBLICLY TRADED SECURITIES	P
b
c
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	346,638	307,092	39,546
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			39,546
b
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	43,575
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

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

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

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

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

If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.

1 Enter the appropriate amount in each column for each year; see instructions before making any entries.

(a) Base period years Calendar year (or tax year beginning in)	(b) Adjusted qualifying distributions	(c) Net value of noncharitable-use assets	(d) Distribution ratio (col. (b) divided by col. (c))
2014	42,363	959,008	0.044174
2013	54,104	895,570	0.060413
2012	32,779	830,495	0.039469
2011	44,722	790,742	0.056557
2010	68,416	832,618	0.082170

Total of line 1, column (d) .....................

20.282783

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 . . .

0.056557

Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....

929,362

Multiply line 4 by line 3......................

52,562

Enter 1% of net investment income (1% of Part I, line 27b)...........

533

Add lines 5 and 6........................

53,095

Enter qualifying distributions from Part XII, line 4.............

48,406

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)

Page 4

Part VI

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

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Domestic foundations that meet the section 4940(e) requirements in Part V, check	1	1,066
	hereand enter 1% of Part I, line 27b...................
c	All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2
3	Add lines 1 and 2...........................	3	1,066
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	1,066
6	Credits/Payments:

a	2015 estimated tax payments and 2014 overpayment credited to 2015	6a	1,560
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	1,560
8	Enter any penalty for underpayment of estimated tax. Check hereif Form 2220 is attached.		8
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	494
11	Enter the amount of line 10 to be: Credited to 2015 estimated tax494	Refunded	11

Part VII-A

Statements Regarding Activities

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

Yes

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

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

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

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

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

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. bullet

$ (2) On foundation managers. bullet

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

on foundation managers. bullet

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

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

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

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

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

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

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

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument?................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XV..................................

Yes

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

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?

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

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

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

Form 990-PF (2015)

Page 5

Part VII-A

Statements Regarding Activities (continued)

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement (see instructions).................

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

Yes

Website address bullet

N/A

The books are in care of bullet

GOELZER INVESTMENT MANAGEMENT Telephone no. bullet

(317) 264-2600

Located at bullet

111 MONUMENT CIRCLE STE 500INDIANAPOLISIN ZIP+4 bullet

46204

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —Check here....... bullet

and enter the amount of tax-exempt interest received or accrued during the year ...... bullet

16 At any time during calendar year 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

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? YesNo

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

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

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

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

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)?...............YesNo

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.).......YesNo

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........

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

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2015?.............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2015, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beginning before 2015?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

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

20, 20, 20, 20

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

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

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

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

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?

Form 990-PF (2015)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (Continued)

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

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

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

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

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

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

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

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

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

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......

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

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant?..........YesNo

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

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

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

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

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

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

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

Form 990-PF (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
DAVE J BACKER	DIRECTOR 1.00	0	0	0
25 DREW ROAD SOUTH PORTLAND,ME04106	DIRECTOR 1.00	0	0	0
THOMAS A JENKINS	DIRECTOR 1.00	0	0	0
500 NORTH MERIDIAN SUITE 400 INDIANAPOLIS,IN46204	DIRECTOR 1.00	0	0	0
CHRISTINE H HICKEY	DIRECTOR 1.00	0	0	0
135 N PENNSYLVANIA STREET STE 1400 INDIANAPOLIS,IN46204	DIRECTOR 1.00	0	0	0
DENNIS R JONES	DIRECTOR 1.00	0	0	0
8017 BEAUMONT GREEN EAST DRIVE INDIANAPOLIS,IN46250	DIRECTOR 1.00	0	0	0
DOROTHEA GENETOS	DIRECTOR 1.00	0	0	0
6511 A MERIDIAN PARKWAY INDIANAPOLIS,IN46220	DIRECTOR 1.00	0	0	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................

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

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

Part IX-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

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)

Page 8

Part X

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

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

purposes:

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

920,908

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

22,607

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

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

943,515

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

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

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

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

943,515

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

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

14,153

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

929,362

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

46,468

Part XI

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet

and do not complete this part.)

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

46,468

Tax on investment income for 2015 from Part VI, line 5......

1,066

Income tax for 2015. (This does not include the tax from Part VI.)...

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

1,066

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

45,402

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

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

45,402

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

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

45,402

Part XII

Qualifying Distributions (see instructions)

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

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

48,406

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

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

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

Amounts set aside for specific charitable projects that satisfy the:

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

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

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

48,406

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

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

48,406

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)

Page 9

Part XIII

Undistributed Income (see instructions)

		(a) Corpus	(d) 2015
1 Distributable amount for 2015 from Part XI, line 7			45,402
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......	27,045
b From 2011......	5,575
c From 2012......	8,845
d From 2013......	10,551
e From 2014......
fTotal of lines 3a through e........		52,016
4Qualifying distributions for 2015 from Part
XII, line 4: $ 48,406
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.....			45,402
e Remaining amount distributed out of corpus		3,004
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		55,020
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) ...		27,045
9Excess distributions carryover to 2016. Subtract lines 7 and 8 from line 6a ......		27,975
10 Analysis of line 9:
a Excess from 2011....	5,575
b Excess from 2012....	8,845
c Excess from 2013....	10,551
d Excess from 2014....
e Excess from 2015....	3,004

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 section4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part X for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2015	(b) 2014	(c) 2013	(d) 2012	(e) Total

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

Part XV

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

1Information Regarding Foundation Managers:

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

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

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

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

THOMAS A JENKINS
PO BOX 366
INDIANAPOLIS,IN46206
(317) 977-1449

bThe form in which applications should be submitted and information and materials they should include:

THE SHAW-BURCKHARDT-BRENNER FOUNDATION DOES NOT PROVIDE A STANDARD APPLICATION FORMAT. HOWEVER, THE BOARD LOOKS FOR CERTAIN ELEMENTS IN EACH GRANT REQUEST AND PARTICULARLY ONE THAT RELATES TO THE FUNDING OF A SPECIFIC PROGRAM OR PROJECT. THESE ARE: 1. DETAILED AND SPECIFIC INFORMATION OF A PROGRAM'S PURPOSE AND PROCEDURE, PERSONNEL INVOLVED, ANTICIPATED RESULTS, EVALUATION PROCEDURES, ETC. 2. A DETAILED BUDGET TO JUSTIFY THE AMOUNT REQUESTED WHICH IDENTIFIES ALL PROJECTED EXPENSES AND ANTICIPATED INCOME ASSOCIATED WITH THE PROGRAM AND A COPY OF THE MOST CURRENT FINANCIAL STATEMENT OF THE ORGANIZATION. 3. VISUAL MATERIALS, CHARTS, SUPPORT LETTERS, AND ANY OTHER APPROPRIATE INFORMATION TO SUPPORT THE GRANT REQUEST. 4. A COPY OF THE INTERNAL REVENUE SERVICE DETERMINATION LETTER INDICATING THAT THE APPLYING ORGANIZATION HAS APPROPRIATE TAX-EXEMPT STATUS. UNLESS THIS INFORMATION WAS PREVIOUSLY FURNISHED, THE BOARD CANNOT CONSIDER A REQUEST WITHOUT THIS EVIDENCE. 5. A COPY OF THE MOST RECENT

cAny submission deadlines:

GENERALLY, THE BOARD MEETS TWO TIMES A YEAR, IN APRIL OR MAY AND AGAIN IN NOVEMBER OR DECEMBER. TO B

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

THE FOUNDATION HAS AWARDED GRANTS TO A VARIETY OF PROGRAMS, INCLUDING PROGRAMS RELATING TO THE ARTS, EDUCATION, SERVICES TO THE ELDERLY, ETC. THAT BEING SAID, HOWEVER, THE BOARD HAS DEVELOPED A NON-EXCLUSIVE FOCUS ON PROGRAMS THAT BENEFIT CHILDREN (OR PROVIDE SERVICES TO CHILDREN) WITH AN EMPHASIS ON PROGRAMS THAT DEAL WITH FOOD, CLOTHING, SHELTER AND SOCIAL VALUES OVER OTHER PROGRAMS. THE BOARD PREFERS TO CONSIDER GRANT REQUESTS FOR THE FUNDING OF SPECIFIC PROGRAMS OR PROJECTS BEFORE CONSIDERING REQUESTS FOR GENERAL OPERATING FUNDS.

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ASSISTANCE LEAGUE OF INDIANAPOLIS NORTHBROOK CENTER 1475 W 86TH ST STE E INDIANAPOLIS,IN46260		PC	OPERATION SCHOOL BELL	7,500
CHRISTEL HOUSE ACADEMY 2717 S EAST ST INDIANAPOLIS,IN46225		PC	LEARNING CENTER	2,500
CLAUDE MCNEAL'S MUSICAL THEATRE TRAINING PROGRAM 320 N MERIDIAN ST STE 818 INDIANPOLIS,IN46204		PC	THEATRE-RELATED EDUCATION	2,500
HAPPY HOLLOW CHILDREN'S CAMP INC 615 N ALABAMA ST 228 INDIANAPOLIS,IN46204		PC	SUMMER CAMP SCHOLARSHIPS	4,000
INDIANAPOLIS SYMPHONY ORCHESTRA 32 E WASHINGTON ST 600 INDIANAPOLIS,IN462042919		PC	METROPOLITAN YOUTH ORCHESTRA	3,000
JOHN P CRAINE HOUSE 6130 N MICHIGAN RD INDIANAPOLIS,IN46228		PC	ALTERNATIVE WOMEN INCARCERATION	5,000
NOBLE OF INDIANA 7701 E 21ST STREET INDIANAPOLIS,IN46219		PC	SUMMER DAY CAMP	4,000
RONALD MCDONALD HOUSE INDIANAPOLIS 435 LIMESTONE ST INDIANAPOLIS,IN46202		PC	HEALTH CARE & SOCIAL WELFARE	2,500
UNIVERSITY OF THE CUMBERLANDS 6191 COLLEGE STATION DR WILLIAMSBURG,KY40769		PC	MOUNTAIN OUTREACH PROGRAM	3,000
INDIANA REPERTORY THEATRE 140 W WASHINGTON ST INDIANAPOLIS,IN46204		PC	THEATRICAL EDUCATION	4,000
DISABILITY LEGAL SERVICES 5954 N COLLEGE AVE INDIANAPOLIS,IN46220		PC	LEGAL SERVICES FOR THE DISABLED	3,000
Total ................................. 3a				41,000

bApproved for future payment

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

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	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments....
3 Interest on savings and temporary cash investments ...........			14	1,027
4 Dividends and interest from securities....			14	18,562
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income.....
8 Gain or (loss) from sales of assets other than inventory ............			18	43,575
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)..				63,164

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

1363,164

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

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2015)

Page 13

Part XVII

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

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

Yes

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

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

1a(1)

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

1a(2)

Other transactions:

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

1b(1)

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

1b(2)

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

1b(3)

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

1b(4)

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

1b(5)

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

1b(6)

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

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

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

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below (see instr.)? Yes No
	Signature of officer or trustee	Date	Title

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

Form 990-PF (2015)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2015 AccountingFeesSchedule

Name:

SHAW-BURCKHARDT-BRENNER FOUNDATION

EIN:

23-7076297

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
TAX PREPARATION FEES	3,750			3,750

- TIN:

TY 2015 InvestmentsCorpStockSchedule

Name:

SHAW-BURCKHARDT-BRENNER FOUNDATION

EIN:

23-7076297

Name of Stock	End of Year Book Value	End of Year Fair Market Value
HELEN OF TROY CORP COM 140 SH
HELEN OF TROY CORP COM 85 SH	4,916	8,011
AETNA INC NEW COM 135 SH
AETNA INC NEW COM 80 SH	6,945	8,650
ALCOA INC ISIN 420 SH	4,003	4,145
AMERICAN EXPRESS CO 115 SH	8,962	7,998
APPLE INC COM 91 SH
APPLE INC 35 SH
APPLE INC 86 SH	6,764	9,052
AT&T INC 175 SH	4,471	6,022
AT&T INC 50 SH	1,442	1,720
AT&T INC 75 SH	2,517	2,581
BAXALTA INC COM 150 SH	3,834	5,855
BAXTER INTERNATIONAL INC 150 SH
BOEING COMPANY 20 SH
BOEING COMPANY 75 SH
BOEING COMPANY 80 SH	3,937	11,567
CAPITAL ONE FINL CORP COM 115 SH	8,257	8,301
CHEMTURA CORPORATION 185 SH	4,325	5,045
CHEMTURA CORPORATION 135 SH	3,651	3,681
CHEVRON CORP 75 SH	5,846	6,747
CHEVRON CORP 20 SH	1,752	1,799
CISCO SYSTEMS INC 420 SH	7,922	11,405
CITIGROUP INC COM NEW 165 SH	8,817	8,539
CITIGROUP INC COM NEW 30 SH	1,765	1,552
CITIZENS FINL GROUP 315 SH	8,265	8,250
COACH INC 125 SH
COACH INC 135 SH	3,986	4,419
COCA COLA COMPANY 100 SH
CORNING INC COM 390 SH
CVS CAREMARK CORP 150 SH
CVS HEALTH CORP COM 120 SH	4,074	11,732
DELTA AIR LINES INC 225 SH	8,407	11,405
DEUTCHE X-TRACKERS MSCI EAFEETF 700	17,496	19,012
DEUTCHE X-TRACKERS MSCI EAFE 500 SH	14,857	13,580
EBAY INC COM 160 SH
EBAY INC COM 160 SH	3,360	4,397
E M C CORP MASS 315 SH	8,228	8,089
EXPRESS SCRIPTS HLDG CO 170 SH	10,146	14,860
EXXON MOBIL CORP 105 SH	8,297	8,185
FIFTH THIRD BANCORP 465 SH	6,035	9,347
FLOWERS FOODS INC COM 255 SH
FRANKLIN RESOURCES INC 160 SH
GILEAD SCIENCES INC 85 SH	8,679	8,601
GNC HOLDINGS INC 125 SH
GOODYEAR TIRE & RUBBER 350 SH	9,519	11,434
HANESBRANDS INC COM 75 SH	1,751	2,207
HANESBRANDS INC COM 225 SH		6,622
HARTFORD FINL SVCS GROUP INC 215 SH	8,103	9,344
HEWLETT PACKARD CO 315 SH
HEWLETT PACKARD CO 315 SH	2,278	4,788
HOLOGIC INC COM 360 SH
HONEYWELL INTL INC 65 SH	2,507	6,732
HP INC COM 315 SH	2,174	3,730
INTL BUSINESS MACH 55 SH	8,345	7,569
ISHARES MSCI EAFE ETF 385 SH
ISHARES MSCI EAFE ETF 600 SH	25,178	23,766
ISHARES TR S&P MIDCAP 400 GR 110 SH
ISHARES TR S&P MIDCAP 400 GRWTH 75 S	5,666	12,072
ISHARES CORE S&P SMALL-CAP ETF100 SH
ISHARES CORE S&P SMALL-CAP 50 SH	3,832	5,506
ISHARES US OIL EQUIPMENT & SVCS 90SH	4,398	3,220
ISHARES US OIL EQUIPMENT & SV 100 SH	3,792	3,578
ITC HOLDINGS 260 SH	9,411	10,205
MARATHON OIL CORP 250 SH
MATTEL INC 375 SH	9,070	10,189
MERCK & CO INC NEW 150 SH	5,124	7,923
MERCK & CO INC NEW 25 SH	1,320	1,320
MICRON TECHNOLOGY 525 SH	8,861	7,434
MOLSON COORS BREWING CO CL B 135 SH
MOLSON COORS BREWEING CO CL B 60 SH	2,404	5,635
NATIONAL OILWELL VARCO INC 105 SH
NORFOLK SOUTHERN 100 SH
ORACLE CORPORATION 245 SH	6,661	8,950
PENSKE AUTOMOTIVE GROUP INC 175 SH	5,246	7,409
PEPSICO INC 85 SH	5,288	8,493
PIMCO ETF TRUST 240 SH	24,073	21,989
PNC FINL SVCS GROUP INC COM 120 SH
PNC FINL SVCS GROUP 75 SH	3,889	7,148
PRINCIPAL FINANCIAL GROUP 245 SH
PRINCIPAL FINANCIAL GROUP 170 SH	5,115	7,647
PROCTER & GAMBLE CO 55 SH	3,806	4,368
QUALCOMM INC 115 SH	7,364	5,748
QUALCOMM INC 45 SH	2,383	2,250
ROYAL DUTCH SHELL PLC SPON ADR 80 SH
SKYWORKS SOLUTIONS IN COM
STAPLES INC 905 SH
SYNCHRONY FINANCIAL COM 185 SH	4,263	5,626
SYNCHRONY FINANCIAL COM 100 SH	3,163	3,041
TELEFLEX INC 35 SH
TEVA PHARMACEUTICAL IND ADR 220 SH
TEVA PHARMACEUTICAL IND ADR 150 SH	6,045	9,846
TIME WARNER INC NEW COM 60 SH	4,203	3,880
UNITED TECHNOLOGIES CORP 55 SH
UNITED TECHNOLOGIES CORP 55 SH	3,718	5,284
WESTERN UN CO 540 SH
WESTERN UN CO 440 SH	6,440	7,880
ZIMMER BIOMET HLDGS INC COM 80 SH	8,150	8,207

- TIN:

TY 2015 InvestmentsGovtObligationsSch

Name:

SHAW-BURCKHARDT-BRENNER FOUNDATION

EIN:

23-7076297

US Government Securities - End of Year Book Value:

102,667

US Government Securities - End of Year Fair Market Value:

102,330

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

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

- TIN:

TY 2015 InvestmentsOtherSchedule2

Name:

SHAW-BURCKHARDT-BRENNER FOUNDATION

EIN:

23-7076297

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
ABEDEEN EMERGING MARKETS 918.079 SH	AT COST
ALLIANZAGI CONVERT FUND 155.142 SH	AT COST	4,060	4,619
BROWN ADVISORY GROWTH EQ 1216.788 S	AT COST
BROWN ADVISORY GRWTH EQUITY 916.788	AT COST	13,512	17,758
CALAMOS MARKET NEUTRAL INCOME 997.50	AT COST	11,855	12,728
CALAMOS CONVERTIBLE FUND 702.163	AT COST	12,615	11,143
CALAMOS CONVERTIBLE FUND 897.163	AT COST
CALAMOS MARKET NEUTRAL INC 1372.5 SH	AT COST
DIOMOND HILL LONG-SHRT FUND 654.533	AT COST	10,755	15,558
DIAMOND HILL LONG-SHORT FD 854.533 S	AT COST
DIAMOND HILL SMALL CAP FD 373.199 SH	AT COST	10,076	11,674
GABELLI ABC FUND ADV 1866.543	AT COST	18,750	18,684
GABELLI ABC FUND ADV 2066.543 SH	AT COST
HARBOR INTERNATIONAL INST FD 379.160	AT COST	27,024	22,534
JPMORGAN MORTGAGE BACKED 1707.375	AT COST	19,540	19,174
JPMORGAN MORTGAGE BACKED 2707.375 SH	AT COST
JPMORGAN SEX CAP US CORE 662.647	AT COST	10,549	12,014
JPMORGAN SEC CAP US CORE RE 762.647	AT COST
NICHOLAS EQUITY INCOME FUND 646.608	AT COST	11,149	11,755
PIMCO EMERGING MKTS CURR 1866.529 SH	AT COST
RIDGEWORTH FLOATING RATE INC2199.105	AT COST	19,108	18,165
SCOUT UNCONSTRAINED BOND 1792.115	AT COST	20,018	20,018
STONE RIDGE REINSRNCE 2744.303	AT COST	27,536	27,443
VANGUARD SHORT TERM INVMT 2179.625	AT COST	23,338	23,017
VANGUARD GNMA ADMIRAL 561.197	AT COST	6,027	5,982
VANGUARD INTERMED TRM 3356.674	AT COST	33,081	32,358
VANGUARD GNMA ADMIRAL 961.197 SH	AT COST
VANGUARD INTERMED TRM INV 2328.925SH	AT COST
VANGUARD SH TERM INVS GR 5679.625 SH	AT COST
WASATCH LONG/SHORT FUND 585.951 SH	AT COST
WELLS FARGO SHT HIGH YLD 1478.132	AT COST	12,061	11,766
WELLS FARGO SHT HIGH YLD 2374.405SH	AT COST
OMEGA HEALTHCARE INVS INC 300 SH	AT COST
OMEGA HEALTHCARE INVS INC 240 SH	AT COST	3,416	8,395

- TIN:

TY 2015 LegalFeesSchedule

Name:

SHAW-BURCKHARDT-BRENNER FOUNDATION

EIN:

23-7076297

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
LEGAL FEES	2,580			2,580

- TIN:

TY 2015 OtherExpensesSchedule

Name:

SHAW-BURCKHARDT-BRENNER FOUNDATION

EIN:

23-7076297

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
EXPENSES
PO BOX	104		104
WIRE FEES	60	60

- TIN:

TY 2015 OtherProfessionalFeesSchedule

Name:

SHAW-BURCKHARDT-BRENNER FOUNDATION

EIN:

23-7076297

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES	7,271	7,271

- TIN:

TY 2015 TaxesSchedule

Name:

SHAW-BURCKHARDT-BRENNER FOUNDATION

EIN:

23-7076297

Category	Amount	Net Investment Income
FOREIGN TAX & FEES PAID	177	177
FEDERAL TAX ESTIMATE	1,560	1,560
2014 FEDERAL TAX DUE	783	783