Form990-PF
Click to see attachment

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
ESSE QUAM VIDERI FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1223 W CHAVEZ DRIVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SOUTH JORDAN, UT84095
A Employer identification number

87-0570969
B Telephone number (see instructions)

(801) 254-9781
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$2,695,254J 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) 1,669,739
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 4,532 4,532  
4 Dividends and interest from securities... 30,022 30,022  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 39,948
b Gross sales price for all assets on line 6a 203,173
7 Capital gain net income (from Part IV, line 2)... 39,948
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........ 1,744,241 74,502  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 10,000 10,000    
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 1,845 1,845    
b Accounting fees (attach schedule)....... Click to see attachment 5,562 5,562    
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,417 2,417    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 21,934 21,934    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 41,758 41,758   0
25 Contributions, gifts, grants paid....... 58,501 58,501
26 Total expenses and disbursements. Add lines 24 and 25 100,259 41,758   58,501
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,643,982
b Net investment income (if negative, enter -0-) 32,744
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 169    
2 Savings and temporary cash investments......... 66,689 648,892 648,892
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 108,594 Click to see attachment100,236 102,072
b Investments—corporate stock (attach schedule)....... 647,761 Click to see attachment1,567,810 1,719,148
c Investments—corporate bonds (attach schedule)....... 68,228 Click to see attachment67,135 68,036
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   Click to see attachment151,325 157,106
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) 891,441 2,535,398 2,695,254
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 891,441 2,535,398
30 Total net assets or fund balances (see instructions)..... 891,441 2,535,398
31 Total liabilities and net assets/fund balances (see instructions). 891,441 2,535,398
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
891,441
2
Enter amount from Part I, line 27a .....................
2
1,643,982
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
2,535,423
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
25
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
2,535,398
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 NATL FINANCIAL SVCS - S/T COVERED P 2015-01-01 2015-01-01
b 4,000 UNITED STATES TREASURY NTS P 2014-10-01 2015-06-01
c NATL FINANCIAL SVCS - L/T COVERED P 2000-01-01 2015-01-01
d 72.6 CITIGROUP INC P 2010-12-01 2015-06-15
e 119 TALISMAN ENERGY INC COM P 2010-12-01 2015-05-13
4,000 UNITED STATES TREASURY NTS P 2012-03-30 2015-03-16
NATL FINANCIAL SVCS - S/T COVERED P 2015-01-01 2015-01-01
NATL FINANCIAL SVCS - L/T COVERED P 2000-01-01 2015-01-01
19 BLACKROCK INC P 2010-11-03 2015-01-06
.005 GOOGLE INC CL C P 2009-02-18 2015-05-05
NATL FINANCIAL SVCS - S/T COVERED P 2015-01-01 2015-01-01
NATL FINANCIAL SVCS - L/T COVERED P 2000-01-01 2015-01-01
LONG TERM CAPITAL GAIN DISTRIBUTIONS P 2000-01-01 2015-01-01
(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 7,726   5,978 1,748
b 4,000   4,000  
c 15,871   17,526 -1,655
d 4,112   3,115 997
e 952   2,316 -1,364
4,000   3,988 12
84,897   72,645 12,252
34,197   20,801 13,396
6,437   3,157 3,280
3   1 2
24,135   17,411 6,724
16,629   12,287 4,342
214     214
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       1,748
b        
c       -1,655
d       997
e       -1,364
      12
      12,252
      13,396
      3,280
      2
      6,724
      4,342
      214
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 39,948
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 20,724
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      
2013      
2012      
2011      
2010      
2
Total of line 1, column (d) .....................
2  
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
 
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
 
5
Multiply line 4 by line 3......................
5
 
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
 
7
Add lines 5 and 6........................
7
 
8
Enter qualifying distributions from Part XII, line 4.............
8
 
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 1 655
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 655
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- ..... 5 655
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a  
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 15
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 670
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
No
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)
    bulletUT
    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 .Click to see attachment
    8b
     
    No
    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. Click to see attachment...............................
    10
    Yes
     
    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 ofbulletROSS & WORKMAN LLC Telephone no.bullet (801) 254-9781

    Located atbullet1223 WEST CHAVEZ DRIVESOUTH JORDANUT ZIP+4bullet84095
    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
     
    No
    ........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 bullet2014, 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
    Yes
     
    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
     
    No
    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
     
    No
    .........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
     
    No
    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
    SARA ALAIA LICHFIELD Trustee
    5.50     		10,000    
    2720 Nipoma Street
    SAN DIEGO,CA92106
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    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  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,730,952
    b
    Average of monthly cash balances.......................
    1b
    442,309
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,173,261
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    2,173,261
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    32,599
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,140,662
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    107,033
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    107,033
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    655
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    655
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    106,378
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    106,378
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    106,378
    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
    58,501
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    58,501
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    58,501
    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 7 106,378
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 50,490
    b Total for prior years:2014, 20, 20 3,561
    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........  
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 58,501
    a Applied to 2014, but not more than line 2a 50,490
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2015 distributable amount..... 8,011
    e Remaining amount distributed out of corpus  
    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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		3,561
    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 ...........     		3,561
    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 ..........     		98,367
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		 
    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
    CHURCH OF JESUS CHRIST OF LDS
    50 EAST NORTH TEMPLE STREET
    SALT LAKE CITY,UT84150     		NONE EXEMPT religious organization united by a commitment to Jesus Christ and his teachings 50,993
    LOMA PORTAL FOUNDATION
    3341 BROWNING STREET
    SAN DIEGO,CA92106     		  EXEMPT EDUCATION AND OTHER RELATED ACTIVITIES 1,739
    YMCA FAMILY PENINSULA
    4390 VALETA STREET
    SAN DIEGO,CA92107     		NONE EXEMPT TO HELP ALL PEOPLE THROUGH DEVELOPMENT OF SPIRIT, MIND AND BODY. 4,240
    POINT LOMA BRANCH LIBRARY
    3701 VOLTAIRE STREET
    SAN DIEGO,CA92107     		NONE PC PUBLIC LIBRARY FOR THE POINT LOMA/HARVEY BRANCH 1,529
    Total .................................bullet 3a 58,501
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........     		    14 4,532  
    4 Dividends and interest from securities....     14 30,022  
    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 39,948  
    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)..   74,502  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1374,502
    (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: 15000324
    Software Version: 2015v2.0


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2015
    Name of the organization
    ESSE QUAM VIDERI FOUNDATION
     
    Employer identification number

    87-0570969
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
    Name of organization
    ESSE QUAM VIDERI FOUNDATION
          		Employer identification number
    87-0570969
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    DIANA LICHFIELD CRUT 1997-1  
    1223 WEST CHAVEZ DRIVE
     
    SOUTH JORDAN, UT84095

    		$ 774,466


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
     
     

    DIANA LICHFIELD CRUT 1997-2  
    1223 WEST CHAVEZ DRIVE
     
    SOUTH JORDAN, UT84095

    		$ 547,867


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
     
     

    LYNNE RICH LICHFIELD 1997 CRUT  
    1223 WEST CHAVEZ DRIVE
     
    SOUTH JORDAN, UT84095

    		$ 353,239


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 3
    Name of organization
    ESSE QUAM VIDERI FOUNDATION
          		Employer identification number

    87-0570969
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 PUBLICLY-TRADED SECURITIES AND BONDS $ 560,258 2015-03-11
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 PUBLICLY-TRADED SECURITIES AND BONDS $ 404,534 2015-03-11
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    3
    		 PUBLICLY-TRADED SECURITIES AND BONDS $ 242,616 2015-11-20
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 4
    Name of organization
    ESSE QUAM VIDERI FOUNDATION
          		Employer identification number

    87-0570969
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

    Additional Data


    Software ID: 15000324
    Software Version: 2015v2.0

    TY 2015 AccountingFeesSchedule
    Name:
    ESSE QUAM VIDERI FOUNDATION
    EIN:
    87-0570969
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 5,562 5,562 0 0

    TY 2015 ExplnOfNonFilingWithAGStmt
    Name:
    ESSE QUAM VIDERI FOUNDATION
    EIN:
    87-0570969
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Statement:
    THE UTAH ATTORNEY GENERAL DOES NOT REQUIRE THAT A COPY OF FORM 990-PF BE FILED WITH THE STATE.

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    ESSE QUAM VIDERI FOUNDATION
    EIN:
    87-0570969
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Name of Bond End of Year Book Value End of Year Fair Market Value
    7,000 GENERAL ELECTRIC CO NOTE 7,194 7,474
    5,000 ARES CAP CORP NOTE CALL 5,188 5,206
    7,000 GOLDMAN SACHS GROUP INC NOTE 7,032 7,961
    4,000 BURLINGTON NORTHN SANTA FE CP BOND 4,156 4,155
    5,000 METLIFE INC BOND CALL 5,303 5,368
    4,000 CNA FINL CORP BOND 4,854 4,728
    7,000 DIRECTV HLDGS LLC 7,268 7,189
    7,000 GILEAD SCIENCES INC NOTE 7,166 7,170
    10,000 MOTOROLA SOLUTIONS INC BOND 10,893 10,935
    2,000 JPMORGAN CHASE & CO PERP SR S NT 2,135 2,180
    6,000 JPMORGAN CHASE & CO NOTE 05.15% 5,946 5,670

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    ESSE QUAM VIDERI FOUNDATION
    EIN:
    87-0570969
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    123 SHS ABBOTT LABORATORIES 5,066 5,524
    1245 SHS ACTIVISION BLIZZARD INC 26,428 48,194
    43 SHS AETNA INC 3,943 4,649
    64 SHS AGILENT TECH INC 2,028 2,676
    151.176 SHS AIR LEASE CORP 3,762 5,061
    96 SHS ALLISON TRANSMISSION HLDGS INC 3,264 2,485
    6 SHS ALPHABET INC CAP STK CL A 3,096 4,668
    63 SHS ALPHABET INC CAP STK CL C 32,947 47,809
    86 SHS AMAZON.COM INC 25,677 58,127
    70 SHS AMC NETWORKS INC 5,402 5,228
    54 SHS AMERICAN AIRLINES GROUP 2,206 2,287
    33 SHS AMERICAN EXPRESS CO 2,975 2,295
    218 SHS AMERICAN INTL GROUP INC 9,970 13,509
    96 SHS APPLE INC 8,609 10,105
    62 SHS ARCHER DANIELS MIDLAND 2,999 2,274
    170 SHS ARRIS GROUP INC NEW 5,155 5,197
    158 SHS ASPEN TECHNOLOGY INC 4,756 5,966
    5 SHS AUTOZONE INC NEV 2,696 3,710
    232 SHS BANKERS PETE LTD 1,588 170
    48 SHS BAXALTA INC 1,011 1,873
    48 SHS BAXTER INTL INC 1,247 1,831
    30 SHS BERKSHIRE HATHAWAY INC 1,877 3,961
    45 SHS BIG LOTS INC 2,007 1,734
    38 SHS BIO-TECHNE CORP 3,194 3,420
    5 SHS BIOGEN INC 1,752 1,532
    42 SHS BOEING CO 5,356 6,073
    468 SHS BORGWARNER INC 22,013 20,232
    1393 SHS CALPINE CORP COM 30,215 20,157
    45 SHS CAMERON INTL CORP 2,476 2,844
    131 SHS CAPITAL ONE FINANCIAL CORP 10,173 9,456
    295 SHS CHENIERE ENERGY INC 20,876 10,989
    83 SHS CHEVRON CORP NEW 10,520 7,467
    15 SHS CIGNA CORP 1,346 2,195
    99 SHS CIT GROUP INC 4,647 3,930
    39 SHS COCA-COLA ENTERPRISES INC 1,708 1,920
    77 SHS COLGATE-PALMOLIVE CO 5,006 5,130
    134 SHS COMCAST CORP NEW CL A 6,727 7,562
    109 SHS CONTINENTAL BLDG PRODS INC 1,890 1,903
    159 SHS COVANTA HLDG CORP COM 3,683 2,463
    52 SHS DANAHER CORP 2,875 4,830
    101 SHS DISCOVER FINL SVCS 1,775 5,416
    37 SHS DISNEY WALT CO 3,458 3,888
    71 SHS DOLLAR GEN CORP 3,383 5,103
    395 SHS DUNKIN BRANDS GROUP INC 16,432 16,823
    31 SHS EASTMAN CHEM CO 2,615 2,093
    91 SHS EBAY INC 2,134 2,501
    17 SHS ECOLAB INC 1,728 1,944
    38 SHS EDGEWELL PERS CARE CO 2,009 2,978
    38 SHS ENERGIZER HLDGS INC 676 1,294
    76 SHS EOG RESOURCES INC 7,509 5,380
    24 SHS EQT CORP COM 2,194 1,251
    88 SHS ESSENT GROUP LTD 2,044 1,926
    48 SHS ESTEE LAUDER COMPANIES 3,304 4,227
    110 SHS EXPRESS SCRIPTS HLDG CO 8,008 9,615
    51 SHS EXXON MOBIL CORP 5,029 3,975
    413 SHS FNB CORP 5,212 5,509
    21.024 FEDEX CORP COM 3,305 3,132
    43 SHS FIRST REP BK SAN FRANCISCO 2,192 2,841
    126 SHS FLY LEASING LTD 1,923 1,720
    33 SHS FOOT LOCKER INC 1,882 2,148
    118 SHS FRANKS INTERNATIONAL 3,241 1,969
    41 SHS GALAXY ENTERTAINMENT GROUP 3,294 1,002
    47 SHS GAP INC 1,998 1,161
    90 SHS GARMIN LTD COM 5,292 3,345
    13 SHS GENERAL DYNAMICS 1,804 1,786
    71 SHS GENERAL MILLS INC 3,563 4,094
    142 SHS GILDAN ACTIVEWEAR INC 3,705 4,036
    108 SHS GILEAD SCIENCES INC 11,309 10,929
    77 SHS GLAXOSMITHKLINE ADR 4,206 3,107
    53 SHS GUIDEWIRE SOFTWARE INC 2,475 3,188
    55 SHS HALLIBURTON CO 3,179 1,872
    142 SHS HARTFORD FINL SVCS GROUP INC 4,797 6,171
    84 SHS HEWLETT PACKARD ENTERPRISE 1,720 1,277
    252 SHS HOLOGIC INC 4,178 9,750
    15 SHS HOME DEPOT INC 1,212 1,984
    135 SHS HONEYWELL INTL INC 11,246 13,982
    118 SHS HORSEHEAD HLDG CORP 2,426 242
    84 SHS HP INC COM 1,642 995
    251 SHS IHS INC CL A 28,554 29,726
    184 SHS IMS HEALTH HLDGS INC 5,113 4,686
    186 SHS INPEX CORP 3,149 1,833
    181 SHS INTUIT COM 12,813 17,467
    990 SHS INVESCO LTD 37,064 33,145
    459 SHS ITC HLDGS CORP 7,503 18,016
    61.162 SHS ITT CORP 2,075 2,221
    103 SHS JOHNSON & JOHNSON 10,527 10,580
    188 SHS JPMORGAN CHASE & CO 10,170 12,414
    32 SHS KEYSIGHT TECHNOLOGIES INC 774 907
    201 SHS LKQ CORP COM 2,633 5,956
    69 SHS LPL FINL HLDGS INC 3,240 2,943
    48 SHS MACYS INC COM 2,264 1,679
    186 SHS MARIN SOFTWARE INC 2,015 666
    98 SHS MASTEC INC 2,991 1,703
    70 SHS MCCORMICK & CO INC 5,015 5,989
    43 SHS MEAD JOHNSON NUTRITION CO 4,097 3,395
    29 SHS MEDTRONIC PLC 2,232 2,231
    47 SHS METLIFE INC 2,512 2,266
    24 SHS METTLER-TOLEDO INTL 2,265 8,139
    152 SHS MICRON TECHNOLOGY 4,858 2,152
    160 SHS MICROSOFT CORP 7,077 8,877
    42 SHS MINERALS TECH INC 2,654 1,926
    142 SHS MONDELEZ INTL INC 5,316 6,367
    60 SHS MSC INDUSTRIAL DIRECT CO 5,528 3,376
    54 SHS NESTLE SA SPONS ADR 1,922 4,022
    63 SHS NETFLIX COM 4,199 7,206
    14 SHS NEXTERA ENERGY INC 1,077 1,455
    204 SHS NORD ANGLIA EDUCATION INC 3,908 4,137
    35 SHS NORFOLK SOUTHERN CRP 3,587 2,961
    96 SHS NXP SEMICONDUCTORS NV 5,644 8,088
    39 SHS OCCIDENTAL PETROLEUM CORP 3,675 2,637
    682 SHS OGE ENERGY CORP HOLDING CO 20,244 17,930
    134 SHS ORION ENGINEERED CARBONS 2,438 1,688
    14 SHS PANERA BRAD CO 2,095 2,727
    91 SHS PAYPAL HLDGS INC 3,023 3,294
    67 SHS PEPSICO INC 6,000 6,695
    44 SHS PERRIGO CO 6,670 6,367
    98 SHS PFIZER INC 3,227 3,163
    20 SHS PRECISION CASTPARTS CORP 2,898 4,640
    1037 SHS QEP RESOURCES INC 31,854 13,896
    38 SHS QUALCOMM INC 2,807 1,899
    41 SHS RAYTHEON CO COM 4,248 5,106
    58 SHS REINSURANCE GROUP 3,467 4,962
    278 SHS RENTOKIL INITIAL ADR 2,883 3,264
    70 SHS ROCHE HLDG LTD 2,619 2,416
    40 SHS ROPER TECHNOLOGIES INC 2,050 7,592
    39 SHS SCHLUMBERGER LTD 2,293 2,720
    40 SHS SCRIPPS NETWORKS INTERACTIVE INC 3,012 2,208
    58 SHS SMUCKER J M CO COM 5,116 7,154
    21 SHS SNAP ON INC 2,526 3,600
    138 SHS STARBUCKS CORP 5,452 8,284
    48 SHS STERICYCLE INC 2,372 5,789
    80 SHS TARGET CORP 5,157 5,809
    516 SHS TEEKAY CORP 19,967 5,093
    34 SHS TEXAS INSTRUMENTS INC 1,818 1,863
    22 SHS TIME WARNER CABLE INC 3,117 4,083
    69 SHS TIME WARNER INC NEW 5,099 4,462
    54 SHS TJX COS INC NEW 1,342 3,829
    49 SHS TOTAL S A SPONS ADR 3,513 2,203
    80 SHS TREEHOUSE FOODS INC 2,222 6,277
    327 SHS TRIBUNE MEDIA CO CL A 24,158 11,056
    44 SHS TYCO INTL PLC 1,914 1,403
    182 SHS UMPQUA HOLDINGS CORP 3,291 2,894
    74 SHS UNION PACIFIC CORP 7,477 5,787
    334 SHS UNITED RENTALS INC 23,615 24,228
    49 SHS UNITED TECHNOLOGIES CORP 5,733 4,707
    41 SHS UNITEDHEALTH GROUP 3,587 4,823
    88 SHS V F CORP 3,190 5,478
    58 SHS VALERO ENERGY CORP 2,756 4,101
    56 SHS VERISIGN INC 3,201 4,892
    413 SHS VERISK ANALYTICS INC 18,003 31,751
    106 SHS VERIZON COMMUNICATIONS 5,211 4,899
    60 SHS VIACOM INC NEW 4,731 2,470
    416 SHS VISA INC COM 18,873 32,261
    47 SHS WABCO HLDGS INC 4,221 4,806
    38 SHS WALGREENS BOOTS ALLIANCE INC 2,779 3,236
    201 SHS WEATHERFORD INTL PLC 4,373 1,686
    148 SHS WELLS FARGO & CO NEW 7,241 8,045
    65 SHS WESCO INTL INC 5,783 2,839
    67 SHS WHITING PETE CORP NEW COM 3,045 632
    58 SHS WORLD FUEL SERVICES CORP 2,675 2,231
    368 SHS AMERICAN TOWER CORP 24,017 35,678
    141 SHS ABBOTT LABORATORIES 4,935 6,332
    73 SHS AMC NETWORKS INC 5,633 5,452
    111 SHS AMERICAN INTL GROUP INC 3,917 6,879
    58 SHS APPLE INC 4,380 6,105
    192 SHS ARRIS GROUP INC 5,820 5,869
    503 SHS BANK OF AMERICA CORP 5,133 8,465
    47 SHS BOEING CO 4,645 6,796
    107 SHS CAPITAL ONE FINANCIAL CORP 6,412 7,723
    48 SHS CHEVRON CORP NEW 4,480 4,318
    62 SHS CIGNA CORP 5,450 9,072
    116 SHS CIT GROUP INC 4,223 4,605
    78 SHS COLGATE-PALMOLIVE CO 4,473 5,196
    113 SHS COMCAST CORP NEW CL A 2,119 6,377
    102 SHS EBAY INC 2,395 2,803
    55 SHS EOG RESOURCES INC 4,735 3,894
    35 SHS EQT CORP COM 1,671 1,825
    78 SHS EXPRESS SCRIPTS HLDG CO 4,815 6,818
    59 SHS EXXON MOBIL CORP 5,177 4,599
    30 SHS FEDEX CORP 3,946 4,470
    102 SHS GARMIN LTD 5,997 3,791
    75 SHS GENERAL MILLS INC 2,912 4,325
    158 SHS HARTFORD FINL SVCS GROUP INC 3,717 6,867
    71 SHS HOME DEPOT INC 5,737 9,390
    92 SHS HONEYWELL INTL INC 6,245 9,529
    154 SHS INVESCO LTD SHS 5,513 5,156
    56 SHS JOHNSON & JOHNSON 4,804 5,752
    137 SHS JPMORGAN CHASE & CO 5,751 9,046
    66 SHS MCCORMICK & CO INC 4,636 5,647
    54 SHS METLIFE INC COM 2,738 2,603
    69 SHS MSC INDUSTRIAL DIRECT 5,819 3,883
    61 SHS NEXTERA ENERGY INC 4,691 6,337
    58 SHS OCCIDENTAL PETROLEUM CORP 4,305 3,921
    102 SHS PAYPAL HLDGS INC COM 3,392 3,692
    61 SHS PEPSICO INC 3,725 6,095
    60 SHS RAYTHEON CO COM 5,800 7,472
    28 SHS SMUCKER J M CO COM 2,871 3,454
    89 SHS TARGET CORP 5,488 6,462
    77 SHS TIME WARNER INC 4,888 4,980
    72 SHS UNION PACIFIC CORP 3,488 5,630
    55 SHS UNITED TECHNOLOGIES CORP 5,983 5,284
    118 SHS VERIZON COMMUNICATIONS 5,801 5,454
    64 SHS VIACOM INC 3,723 2,634
    182 SHS WELLS FARGO & CO NEW 6,285 9,894
    72 SHS WESCO INTL INC 5,832 3,145
    50 SHS AGRIUM INC 4,498 4,467
    79 SHS ALLISON TRANSMISSION HLDGS INC 2,686 2,045
    1 SH ALPHABET INC 603 778
    19 SHS ALPHABET INC 10,596 14,419
    85 SHS AMERICAN INTL GROUP 2,879 5,267
    180 SHS ANGLOGOLD ASHANTI LTD 7,879 1,278
    111 SHS AON PLC 5,448 10,235
    56 SHS APACHE CORP 4,570 2,490
    191 SHS BANKERS PETE LTD 1,304 140
    128 SHS BORGWARNER INC 7,976 5,533
    283 SHS CA INC COM 6,681 8,082
    397 SHS CALPINE CORP COM 9,500 5,745
    146 SHS CANADIAN NATURAL RESOURCES 4,441 3,187
    65 SHS CAPITAL ONE FINANCIAL CORP 3,647 4,692
    81 SHS CHENIERE ENERGY 5,732 3,017
    34 SHS CHEVRON CORP NEW 4,321 3,059
    204 SHS CISCO SYS INC 3,414 5,540
    116 SHS CIT GROUP INC 5,464 4,605
    20 SHS COPA HOLDINGS 2,307 965
    131 SHS COVANTA HLDG CORP 2,866 2,029
    70 SHS CVS HEALTH CORP COM 2,284 6,844
    94 SHS EBAY INC 1,975 2,583
    73 SHS ESSENT GROUP LTD 1,696 1,598
    103 SHS FLY LEASING LTD 1,572 1,406
    308 SHS FORD MTR CO DEL COM 4,961 4,340
    97 SHS FRANKS INTL 2,607 1,619
    34 SHS GALAXY ENTERTAINMENT GROUP 2,732 831
    300 SHS GENERAL MTRS CO 8,259 10,203
    60 SHS GILEAD SCIENCES INC 6,372 6,071
    63 SHS GLAXOSMITHKLINE ADR 3,442 2,542
    240 SHS HARTFORD FINL SVCS GROUP 4,014 10,430
    125 SHS HILTON WORLDWIDE HLDGS INC 3,081 2,675
    98 SHS HORSEHEAD HLDG CORP 2,015 201
    59 SHS IHS INC CL A 8,362 6,987
    92 SHS INGERSOLL-RAND 2,967 5,087
    154 SHS INPEX CORP 2,603 1,518
    356 SHS INTERPUBLIC GROUP 6,171 8,288
    236 SHS INVESCO LTD 9,694 7,901
    130 SHS JPMORGAN CHASE & CO 5,280 8,584
    134 SHS LOEWS CORP 5,069 5,146
    153 SHS MARIN SOFTWARE INC 1,664 548
    62 SHS MASTEC INC 1,861 1,078
    36 SHS MEAD JOHNSON NUTRITION CO 3,430 2,842
    141 SHS METLIFE INC COM 5,472 6,798
    723 SHS METRO AG ADR 4,953 4,643
    53 SHS MICRON TECHNOLOGY 1,709 750
    201 SHS MICROSOFT CORP 4,853 11,151
    78 SHS NIELSEN HLDGS PLC 3,550 3,635
    118 SHS NORWEGIAN CRUISE LINE HLDGS LTD 3,877 6,915
    203 SHS NRG ENERGY INC COM 4,762 2,389
    84 SHS OCCIDENTAL PETROLEUM CORP 6,951 5,679
    188 SHS OGE ENERGY CORP HLDG 7,004 4,943
    188 SHS ORACLE CORP 6,228 6,868
    73 SHS PACCAR INC 2,557 3,460
    12 SHS PANERA BREAD CO 1,796 2,337
    94 SHS PAYPAL HLDGS INC 2,798 3,403
    320 SHS PFIZER INC 6,957 10,330
    39 SHS PHILIP MORRIS INTL 2,230 3,428
    71 SHS PHILLIPS 66 COM 5,228 5,808
    57 SHS PNC FINL SVCS GROUP 4,723 5,433
    284 SHS QEP RESOURCES INC 9,455 3,806
    51 SHS RAYTHEON CO COM 2,130 6,351
    50 SHS ROYAL DUTCH SHELL 3,287 2,290
    145 SHS SANOFI SPONS ADR 5,616 6,184
    96 SHS TARGET CORP 5,405 6,971
    141 SHS TEEKAY CORP 8,270 1,392
    333 SHS TERADYNE INC 6,055 6,883
    221 SHS TEVA PHARMACEUTICALS 9,778 14,506
    82 SHS TIME WARNER INC 3,414 5,303
    40 SHS TOTAL S A SPONS ADR 2,871 1,798
    90 SHS TRIBUNE MEDIA CO CL A 6,946 3,043
    60 SHS UNION PACIFIC CORP 1,809 4,692
    93 SHS UNITED RENTALS INC 9,857 6,746
    264 SHS UNUM GROUP 5,611 8,789
    102 SHS US BANCORP 2,697 2,929
    46 SHS VERISIGN INC 2,629 4,019
    101 SHS VIACOM INC 4,286 4,157
    224 SHS WEATHERFORD INTL 4,295 1,879
    136 SHS WELLS FARGO & CO NEW 3,900 7,393
    160 SHS ZIONS BANCORP 4,645 4,368
    77 ISHARES IBOXX INVESTMENT GRADE 8,702 8,779
    101 SHS AMERICAN TOWER CORP 9,962 9,792

    TY 2015 InvestmentsGovtObligationsSch
    Name:
    ESSE QUAM VIDERI FOUNDATION
    EIN:
    87-0570969
    Software ID:
    15000324
    Software Version:
    2015v2.0
    US Government Securities - End of Year Book Value:

    100,236
    US Government Securities - End of Year Fair Market Value:

    102,072
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2015 InvestmentsOtherSchedule2
    Name:
    ESSE QUAM VIDERI FOUNDATION
    EIN:
    87-0570969
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    1,100 SHS HIGHLAND FDS I HIGHLAND/IBOXX AT COST 22,649 19,855
    900 SHS POWERSHARES EXCHANGE AT COST 22,899 20,160
    500 POWERSHARES QQQ TR UNIT AT COST 49,082 55,930
    300 SPDR S&P 500 ETF TRUST AT COST 56,695 61,161

    TY 2015 LegalFeesSchedule
    Name:
    ESSE QUAM VIDERI FOUNDATION
    EIN:
    87-0570969
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL COSTS 1,845 1,845 0 0


    TY 2015 OtherDecreasesSchedule
    Name:
    ESSE QUAM VIDERI FOUNDATION
    EIN:
    87-0570969
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Description Amount
    IRS PENALTY 25


    TY 2015 OtherExpensesSchedule
    Name:
    ESSE QUAM VIDERI FOUNDATION
    EIN:
    87-0570969
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNT TRANSFER FEE 125 125    
    INVESTMENT MANAGEMENT FEES 21,809 21,809    


    TY 2015 SubstantialContributorsSch
    Name:
    ESSE QUAM VIDERI FOUNDATION
    EIN:
    87-0570969
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Name Address
    DIANA LICHFIELD CRUT 1997-1 1223 WEST CHAVEZ DRIVE
    SOUTH JORDAN,UT84095
    DIANA LICHFIELD CRUT 1997-2 1223 WEST CHAVEZ DRIVE
    SOUTH JORDAN,UT84095
    LYNNE RICH LICHFIELD 1997 CRUT 1223 WEST CHAVEZ DRIVE
    SOUTH JORDAN,UT84095


    TY 2015 TaxesSchedule
    Name:
    ESSE QUAM VIDERI FOUNDATION
    EIN:
    87-0570969
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 2,043 2,043    
    FOREIGN TAXES 284 284    
    FOREIGN TAXES 4 4    
    FOREIGN TAXES 86 86