Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
HARTLEY FAMILY FOUNDATION 130012668200
 
Number and street (or P.O. box number if mail is not delivered to street address)8122 EL MONTE ST
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PRAIRIE VILLAGE, KS66208
A Employer identification number

74-2822359
B Telephone number (see instructions)

(913) 381-2448
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$5,629,262
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 153,754 148,957  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 225,000
b Gross sales price for all assets on line 6a 3,251,784
7 Capital gain net income (from Part IV, line 2)... 225,000
8 Net short-term capital gain......... 0
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)....... 5,923 2,260  
12 Total. Add lines 1 through 11........ 384,677 376,217  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 115,064 103,558   11,506
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... 4,200 0 0 4,200
c Other professional fees (attach schedule).... 45,741 45,741   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 6,385 3,467   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 3,179 3,139   40
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 174,569 155,905 0 15,746
25 Contributions, gifts, grants paid....... 374,650 374,650
26 Total expenses and disbursements. Add lines 24 and 25 549,219 155,905 0 390,396
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -164,542
b Net investment income (if negative, enter -0-) 220,312
c Adjusted net income (if negative, enter -0-)... 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............. 4,183 2,608 2,608
2 Savings and temporary cash investments......... 164,425 153,244 153,244
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 4,634,122 Click to see attachment1,410,709 1,394,124
c Investments—corporate bonds (attach schedule)....... 1,056,141 Click to see attachment724,284 744,787
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 attachment3,403,973 3,334,366
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)   Click to see attachment133 Click to see attachment133
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,858,871 5,694,951 5,629,262
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........ 5,858,871 5,694,951
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 5,858,871 5,694,951
31 Total liabilities and net assets/fund balances (see instructions). 5,858,871 5,694,951
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
5,858,871
2
Enter amount from Part I, line 27a .....................
2
-164,542
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
669
4
Add lines 1, 2, and 3 ..........................
4
5,694,998
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
47
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
5,694,951
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 100000. BANK NY MELLON MTN 3.100% 1/15/15   2009-11-17 2015-01-15
b 1763.323 NEUBERGER BERMAN LONG SH INS   2014-01-08 2015-01-20
c 2566.667 ROBECO BOSTON PARTNERS L S RSRCH   2013-11-13 2015-01-20
d 265. COVIDIEN PLC   2013-06-25 2015-01-27
e .34 MEDTRONIC PLC   2015-01-27 2015-02-05
477. BANK OF NEW YORK MELLON CORP   2014-01-08 2015-02-12
9134.231 CREDIT SUISSE COMM RET ST CO     2015-02-12
15147.679 CREDIT SUISSE COMM RET ST CO   2014-01-08 2015-02-12
63. TUPPERWARE BRANDS CORP   2014-04-07 2015-02-12
100000. BOEING CO 3.500% 2/15/15   2009-07-28 2015-02-15
257. ATT INC   2014-01-08 2015-04-08
197. ABBVIE INC   2014-01-08 2015-04-08
761. AIR LIQUIDE S A A D R     2015-04-08
1211. ALLIANZ SE A D R   2013-07-24 2015-04-08
195. APPLE COMPUTER INC COM   2009-06-04 2015-04-08
71. BAIDU COM INC A D R   2013-06-25 2015-04-08
79. BERKSHIRE HATHAWAY INC CL B   2013-04-12 2015-04-08
261. CVS CORP COM   2012-08-06 2015-04-08
55. CATERPILLAR INC   2014-06-03 2015-04-08
59. CHEVRONTEXACO CORP COM   2013-02-19 2015-04-08
223. COMPANHIA PARANAENSE ENER SP A D R   2014-04-07 2015-04-08
2644.32442 DRIEHAUS SELECT CREDIT FUND   2013-11-13 2015-04-08
689.57858 DRIEHAUS SELECT CREDIT FUND   2013-11-13 2015-04-08
142. EXPRESS SCRIPTS HLDGS C   2008-03-10 2015-04-08
656. FANUC CORPORATION A D R   2013-06-25 2015-04-08
688. FLY LEASING LTD A D R   2013-04-29 2015-04-08
327. HONG KONG EXCHANGES A D R   2014-04-07 2015-04-08
230. ISHARES RUSSEL 3000 INDEX ETF     2015-04-08
1397. ITAU UNIBANCO HOLDINGS SA A D R   2013-07-24 2015-04-08
200. JP MORGAN CHASE & CO COM   2009-06-04 2015-04-08
509. LOREAL UNSPONSORED A D R   2013-06-25 2015-04-08
490. LVMH MOET HENNESSY A D R   2013-07-24 2015-04-08
365. MICROSOFT CORP COM     2015-04-08
1602.309 LOOMIS SAYLES STRATEGIC ALPHA FUND Y   2012-08-06 2015-04-08
756.849 LOOMIS SAYLES STRATEGIC ALPHA FUND Y   2012-08-15 2015-04-08
285. NESTLE SA SPONSORED A D R     2015-04-08
17112.34 NEUBERGER BERMAN LONG SH INS   2014-01-08 2015-04-08
147. NEXTERA ENERGY INC   2013-04-12 2015-04-08
310. NOVO-NORDISK A S ADR   2013-06-25 2015-04-08
2309.611 OPPENHEIMER SENIOR FLOATING RATE I     2015-04-08
225. PFIZER INC COMMON STOCK   2013-04-12 2015-04-08
123. PFIZER INC COMMON STOCK   2013-02-05 2015-04-08
92. PHILIP MORRIS INTL   2013-02-19 2015-04-08
173. PHILLIPS 66   2013-01-31 2015-04-08
558. ROCHE HLDG LTD SPONSORED ADR   2013-06-25 2015-04-08
233.77 ROWE T PRICE MID-CAP GROWTH FD INC   2009-06-04 2015-04-08
210. SPDR S P 500 ETF   2013-07-24 2015-04-08
1150. SCHNEIDER ELECT SE UNSP A D R   2013-06-25 2015-04-08
735. SMITH NEPHEW P L C A D R   2013-05-06 2015-04-08
97. STERICYCLE INC COMMON STOCK   2013-02-19 2015-04-08
1055. TAIWAN SEMICONDUCTOR A D R   2013-06-25 2015-04-08
176. VARIAN MED SYS INC COM   2012-07-06 2015-04-08
159. VERISK ANALYTICS INC CL A COM   2013-02-12 2015-04-08
262. VISA INC   2013-02-12 2015-04-08
140. WACOAL HOLDINGS CORP ADR   2014-01-08 2015-04-08
136. ACCENTURE PLC CL A   2014-01-08 2015-04-08
234. BUNGE LIMITED   2013-06-25 2015-04-08
148. MEDTRONIC PLC   2015-01-27 2015-04-08
463. SEADRILL LIMITED   2012-06-12 2015-04-08
83. PERRIGO CO LTD   2013-12-19 2015-04-08
122. ACE LTD   2013-04-12 2015-04-08
2095.288 OPPENHEIMER SENIOR FLOATING RATE I   2014-01-08 2015-04-13
.0329 GOOGLE INC CL C   2015-04-08 2015-05-07
50000. BMO 2Y EEM BR 6/18/15   2013-06-13 2015-06-18
50000. WFC 2Y EFA BR MTN 6/18/15   2013-06-13 2015-06-18
.52 RELX NV SPON A D R   2014-04-07 2015-07-15
438.201 ABERDEEN FDS EMRGN   2015-04-08 2015-08-31
19966.138 ABERDEEN FDS EMRGN     2015-08-31
1741.187 LOOMIS SAYLES GLBL BOND INST   2015-04-08 2015-09-10
4849.826 LOOMIS SAYLES GLBL BOND INST     2015-09-10
110. DR REDDYS LABORATORIES LTD A D R   2015-04-08 2015-09-30
84. ASTRAZENECA P L C SPSD A D R   2013-05-06 2015-10-01
184. ASTRAZENECA P L C SPSD A D R   2015-04-08 2015-10-01
187. BERKSHIRE HATHAWAY INC CL B     2015-10-01
126. BRITISH AMER SPON ADR   2015-04-08 2015-10-01
319. BRITISH AMER SPON ADR     2015-10-01
151. COACH INC   2015-04-08 2015-10-01
344. COACH INC     2015-10-01
350. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2013-06-25 2015-10-01
81. CUMMINS INC   2015-04-08 2015-10-01
56. DIAGEO PLC SPONSORED ADR NEW   2015-04-08 2015-10-01
7908.818 DRIEHAUS SELECT CREDIT FUND   2013-11-13 2015-10-01
855. DELHAIZE GROUP SPONS A D R   2014-01-08 2015-10-01
275. EXPRESS SCRIPTS HLDGS C   2008-03-10 2015-10-01
12. GOOGLE INC CL A   2015-04-08 2015-10-01
12. GOOGLE INC CL C   2015-04-08 2015-10-01
244. INDUSTRIAS BACHOCO SAB DE CV A D R   2013-05-06 2015-10-01
160. INTERCONTINENTAL HOTELS A D R   2015-04-08 2015-10-01
1864. ISHARES RUSSEL 3000 INDEX ETF     2015-10-01
475. LKQ CORP   2015-04-08 2015-10-01
7330.803 LOOMIS SAYLES GLBL BOND INST     2015-10-01
143. M T BANK CORP   2014-01-08 2015-10-01
87. MCCORMICK CO NON VTG SHRS   2014-06-03 2015-10-01
120. MEAD JOHNSON NUTRITION CO   2015-04-08 2015-10-01
222. MINDRAY MEDICAL INTL A D R   2015-04-08 2015-10-01
952. NTT DOCOMO INC A D R   2013-07-24 2015-10-01
275. NATIONAL OILWELL VARCO INC   2015-04-08 2015-10-01
4124.135 LOOMIS SAYLES STRATEGIC ALPHA FUND Y     2015-10-01
600.123 LOOMIS SAYLES STRATEGIC ALPHA FUND Y   2013-04-12 2015-10-01
57. NETEASE INC A D R   2015-04-08 2015-10-01
235.431 NEUBERGER BERMAN GENESIS INSTL FD   2015-04-08 2015-10-01
1946.475 NEUBERGER BERMAN GENESIS INSTL FD     2015-10-01
558. NIPPON TELEGRAPH TELE A D R   2013-05-06 2015-10-01
61. NOVARTIS AG SPONSORED ADR   2014-06-03 2015-10-01
1600.842 NUVEEN REAL ESTATE SECS I   2012-06-22 2015-10-01
3857.709 NUVEEN REAL ESTATE SECS I     2015-10-01
3619.774 NUVEEN REAL ESTATE SECS I   2014-02-19 2015-10-01
139. ORIX CORP SPONS A D R   2013-04-29 2015-10-01
96. PHILIP MORRIS INTL   2013-02-19 2015-10-01
7. THE PRICELINE GROUP INC   2013-02-12 2015-10-01
6. THE PRICELINE GROUP INC   2015-04-08 2015-10-01
581. QUALCOMM INC     2015-10-01
292. SANOFI A D R   2015-04-08 2015-10-01
254. SCHLUMBERGER LTD ORD     2015-10-01
65. STERICYCLE INC COMMON STOCK   2013-02-19 2015-10-01
1347. SUMITOMO MITSUI FINL GROUP A D R   2013-06-25 2015-10-01
186. TEVA PHARMACEUTICAL INDS LTD ADR   2013-07-24 2015-10-01
62. TIME WARNER CABLE INC     2015-10-01
88. VARIAN MED SYS INC COM   2012-07-06 2015-10-01
149. VERISK ANALYTICS INC CL A COM   2013-02-12 2015-10-01
170. VISA INC   2013-02-12 2015-10-01
446. WNS HOLDINGS LTD ADR   2014-01-08 2015-10-01
68. PERRIGO CO LTD     2015-10-01
104. CORE LABS NV   2015-04-08 2015-10-01
CAPITAL GAIN DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 100,000   100,413 -413
b 22,500   22,359 141
c 38,423   35,959 2,464
d 28,820   14,991 13,829
e 26   26  
18,742   16,576 2,166
54,166   68,550 -14,384
89,826   107,700 -17,874
4,535   5,130 -595
100,000   99,738 262
8,375   8,849 -474
11,562   9,976 1,586
19,732   16,849 2,883
21,616   18,771 2,845
24,456   3,993 20,463
15,167   6,504 8,663
11,315   8,417 2,898
26,922   11,688 15,234
4,416   5,702 -1,286
6,309   6,821 -512
2,485   3,055 -570
24,407   26,972 -2,565
6,365   7,034 -669
11,968   7,584 4,384
24,777   15,836 8,941
10,196   10,492 -296
9,368   5,481 3,887
28,679   18,104 10,575
17,113   16,332 781
12,221   6,908 5,313
19,097   16,433 2,664
17,635   16,632 1,003
15,024   11,019 4,005
16,055   15,911 144
7,584   7,538 46
21,947   18,418 3,529
226,567   216,984 9,583
15,250   11,728 3,522
17,113   9,573 7,540
18,823   19,363 -540
7,789   6,916 873
4,258   3,395 863
7,097   8,331 -1,234
13,415   10,421 2,994
19,591   16,098 3,493
18,973   9,166 9,807
43,638   35,374 8,264
17,940   16,494 1,446
25,466   17,170 8,296
13,605   9,419 4,186
24,465   18,251 6,214
16,541   10,613 5,928
11,482   8,628 2,854
17,429   10,314 7,115
7,929   7,160 769
12,918   11,137 1,781
19,759   16,265 3,494
11,349   11,359 -10
4,767   15,334 -10,567
16,384   12,633 3,751
13,586   11,161 2,425
17,077   17,642 -565
17   18 -1
50,000   50,000  
54,416   50,000 4,416
8   7 1
5,241   6,358 -1,117
238,795   314,871 -76,076
26,292   26,901 -609
73,232   79,813 -6,581
6,961   6,654 307
2,643   2,172 471
5,789   6,454 -665
24,224   23,780 444
13,672   13,508 164
34,614   33,355 1,259
4,282   6,475 -2,193
9,756   18,987 -9,231
22,008   10,869 11,139
8,550   10,960 -2,410
5,971   6,393 -422
67,699   80,670 -12,971
18,793   12,553 6,240
22,041   14,687 7,354
7,646   6,608 1,038
7,273   6,499 774
14,766   8,354 6,412
5,552   6,388 -836
211,187   154,785 56,402
13,400   12,290 1,110
110,109   120,341 -10,232
16,745   16,565 180
6,837   6,266 571
8,440   12,248 -3,808
4,959   6,444 -1,485
16,291   14,726 1,565
10,002   14,618 -4,616
39,715   41,814 -2,099
5,779   6,265 -486
6,632   6,717 -85
13,001   13,980 -979
107,484   94,270 13,214
19,938   13,637 6,301
5,556   5,432 124
36,051   33,126 2,925
86,876   82,489 4,387
81,517   77,174 4,343
9,327   10,624 -1,297
7,613   8,693 -1,080
8,663   4,927 3,736
7,426   7,128 298
30,839   35,118 -4,279
13,788   15,122 -1,334
17,397   18,598 -1,201
9,061   6,312 2,749
10,345   11,939 -1,594
10,645   7,682 2,963
11,225   5,426 5,799
6,463   5,306 1,157
11,585   8,085 3,500
11,788   6,692 5,096
12,608   9,695 2,913
10,557   10,350 207
10,214   11,910 -1,696
      52,805
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       -413
b       141
c       2,464
d       13,829
e        
      2,166
      -14,384
      -17,874
      -595
      262
      -474
      1,586
      2,883
      2,845
      20,463
      8,663
      2,898
      15,234
      -1,286
      -512
      -570
      -2,565
      -669
      4,384
      8,941
      -296
      3,887
      10,575
      781
      5,313
      2,664
      1,003
      4,005
      144
      46
      3,529
      9,583
      3,522
      7,540
      -540
      873
      863
      -1,234
      2,994
      3,493
      9,807
      8,264
      1,446
      8,296
      4,186
      6,214
      5,928
      2,854
      7,115
      769
      1,781
      3,494
      -10
      -10,567
      3,751
      2,425
      -565
      -1
       
      4,416
      1
      -1,117
      -76,076
      -609
      -6,581
      307
      471
      -665
      444
      164
      1,259
      -2,193
      -9,231
      11,139
      -2,410
      -422
      -12,971
      6,240
      7,354
      1,038
      774
      6,412
      -836
      56,402
      1,110
      -10,232
      180
      571
      -3,808
      -1,485
      1,565
      -4,616
      -2,099
      -486
      -85
      -979
      13,214
      6,301
      124
      2,925
      4,387
      4,343
      -1,297
      -1,080
      3,736
      298
      -4,279
      -1,334
      -1,201
      2,749
      -1,594
      2,963
      5,799
      1,157
      3,500
      5,096
      2,913
      207
      -1,696
       
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 2 225,000
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2014 465,914 6,469,453 0.072018
2013 471,807 6,590,059 0.071594
2012 492,448 6,594,969 0.07467
2011 561,766 6,924,791 0.081124
2010 531,589 6,701,514 0.079324
2
Total of line 1, column (d) .....................
20.37873
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years . . .
3
0.075746
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
5,957,506
5
Multiply line 4 by line 3......................
5
451,257
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
2,203
7
Add lines 5 and 6........................
7
453,460
8
Enter qualifying distributions from Part XII, line 4.............
8
390,396
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 4,406
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 4,406
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,406
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 5,838
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,838
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,432
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet1,432 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletKS
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletLAURA LINTECUM Telephone no.bullet (913) 381-2448

    Located atbullet8122 EL MONTE STPRAIRIE VILLAGEKS ZIP+4bullet66208
    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 bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    PATRICIA HARTLEY BOARD MEMBER
    0
    0    
    7221 MISSION ROAD APT 209
    PRAIRIE VILLAGE,KS66208
    LAURA H LINTECUM PRESIDENT
    0
    38,355    
    8122 EL MONTE ST
    PRAIRIE VILLAGE,KS66208
    ELIZABETH H WINETROUB VICE PRESIDENT
    0
    38,355    
    7912 PAWNEE ST
    PRAIRIE VILLAGE,KS66208
    ANN H BUSH SECRETARY/TREASURER
    0
    38,355    
    8420 SOMERSET
    PRAIRIE VILLAGE,KS66207
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................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
    5,927,257
    b
    Average of monthly cash balances.......................
    1b
    120,972
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,048,229
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    6,048,229
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    90,723
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,957,506
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    297,875
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    297,875
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    4,406
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,406
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    293,469
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    293,469
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    293,469
    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
    390,396
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    390,396
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    390,396
    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 7 293,469
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 0
    b Total for prior years:2013, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 199,733
    b From 2011...... 225,352
    c From 2012...... 181,010
    d From 2013...... 151,753
    e From 2014...... 148,279
    fTotal of lines 3a through e........ 906,127
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 390,396
    a Applied to 2014, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2015 distributable amount..... 293,469
    e Remaining amount distributed out of corpus 96,927
    5 Excess distributions carryover applied to 2015. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,003,054
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    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) .......
    0
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...
    199,733
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......
    803,321
    10 Analysis of line 9:
    a Excess from 2011.... 225,352
    b Excess from 2012.... 181,010
    c Excess from 2013.... 151,753
    d Excess from 2014.... 148,279
    e Excess from 2015.... 96,927
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    LAURA H LINTECUM
    8122 EL MONTE ST
    PRAIRIE VILLAGE,KS66208
    (913) 381-2448
    bThe form in which applications should be submitted and information and materials they should include:
    NONE
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    MUST BE A PUBLIC CHARITY AS DESCRIBED UNDER 501(C)(3) OF THE IRC.
    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
    KANSAS UNIVERSITY ENDOWMENT ASSOCIATION
    PO BOX 928
    LAWRENCE,KS66044
    NONE PC GENERAL OPPERATING 100
    THE JEWEL BALL
    C/O MRS THOMAS SELBY WARD
    PO BOX 878652
    KANSAS CITY,MO64187
    NONE PC GENERAL OPPERATING 1,500
    KANSAS CITY REPERTORY
    4825 TROOST 101
    KANSAS CITY,MO64110
    NONE PC GENERAL OPPERATING 2,500
    AMERICAN RED CROSS
    211 W AMOUR BLVD
    KANSAS CITY,MO64111
    NONE PC GENERAL OPPERATING 2,500
    OPERATION BREAKTRHOUGH
    PO BOX 412482
    KANSAS CITY,MO64141
    NONE PC GENERAL OPPERATING 5,000
    DOLE INSTITUTE OF POLITICS
    2350 PETEFISH DR
    LAWRENCE,KS66045
    NONE PC GENERAL OPPERATING 2,000
    KCPT PLUBIC TELEVISION 19
    125 E 31ST STREEET
    KANSAS CITY,MO64108
    NONE PC GENERAL OPPERATING 1,000
    AUDIO READER
    1120 W 11ST ST
    LAWRENCE,KS66044
    NONE PC GENERAL OPPERATING 1,000
    CHRISTO REY KANSAS CITY HIGH SCHOOL
    211 W LINWOOD BLVD
    KANSAS CITY,MO64111
    NONE PC GENERAL OPPERATING 100
    CHILDREN'S INTERNATIONAL FUND
    2000 EAST RED BRIDGE ROAD
    KANSAS CITY,MO64131
    NONE PC GENERAL OPPERATING 10,000
    WILLIAMS EDUCATION FUND
    1651 NAISMITH DR
    LAWRENCE,KS66045
    NONE PC GENERAL OPPERATING 20,000
    HARTLEY FAMILY CENTER-CHILDHOOD HEARING
    KANSAS UNIVERSITY ENDOWMENT ASSOC
    PO BOX 928
    LAWRENCE,KS660440928
    NONE PC GENERAL OPPERATING 75,000
    UNIVERSITY OF KANSAS NEED BASED SCHOLARS
    KANSAS UNIVERSITY ENDOWMENT ASSOC
    PO BOX 928
    LAWRENCE,KS660449950
    NONE PC GENERAL OPPERATING 75,000
    A WOUNDED WARRIORS SCHOLARSHIP PLEDGE
    KANSAS UNIVERSITY ENDOWMENT ASSOC
    PO BOX 928
    LAWRENCE,KS660449950
    NONE PC GENERAL OPPERATING 25,000
    TERI ROGERS REFERRAL
    ARTSKC
    106 SOUTHWEST BLVD
    KANSAS CITY,MO64108
    NONE PC GENERAL OPPERATING 250
    BYRON THOMPSON SCHOLARSHIP FUND
    BENEDICTINE COLLEGE
    1020 NORTH 2ND STREET
    ATCHISON,KS66002
    NONE PC GENERAL OPPERATING 100
    FOR THE 2ND NOW CAMPAIGN CONTRIBUTION
    VILLAGE PRESBYTERIAN CHURCH
    6641 MISSION RD
    PRAIRIE VILLAGE,KS66208
    NONE PC GENERAL OPPERATING 10,000
    IN MEMORY OF GORDON WELLS
    VILLAGE PRESBYTERIAN CHURCH
    6641 MISSION RD
    PRAIRIE VILLAGE,KS66208
    NONE PC GENERAL OPPERATING 100
    IN MEMORY OF JAMES BROADDUS
    SECOND PRESBYTERIAN CHURCH
    318 E 55TH ST
    KANSAS CITY,MO64112
    NONE PC GENERAL OPPERATING 100
    THE MIDWEST INNOCENCE PROJECT
    605 W 47TH ST STE 222
    KANSAS CITY,MO64112
    NONE PC GENERAL OPPERATING 500
    IN MEMORY OF JACK STEADMAN
    CITY UNION MISSION
    1100 EAST 11TH ST
    CHARITABLE CONTRIBUTIO,MO64106
    NONE PC GENERAL OPPERATING 100
    A HARTLEY FAMILY FOUNDATION CHANCELLOR'S
    KANSAS UNIVERSITY ENDOWMENT ASSOC
    PO BOX 928
    LAWRENCE,KS660449950
    NONE PC GENERAL OPPERATING 50,000
    A CAPITOL FEDERAL HALL BUILDING PLEDGE
    KANSAS UNIVERSITY ENDOWMENT ASSOC
    PO BOX 928
    LAWRENCE,KS660449950
    NONE PC GENERAL OPPERATING 25,000
    IN MEMORY OF FRANCES ROBERTSON
    VILLAGE PRESBYTERIAN CHURCH
    6641 MISSION RD
    PRAIRIE VILLAGE,KS66208
    NONE PC GENERAL OPPERATING 100
    IN MEMORY OF KAREN MOORE
    ST LUKE'S HOSPICE HOUSE
    3516 SUMMIT
    KANSAS CITY,MO64111
    NONE PC GENERAL OPPERATING 100
    THE GATHER & GROW CAMPAIGN
    ST ANDREWS EPISCOPAL CHURCH
    6401 WORNALL TERRACE
    KANSAS CITY,MO64113
    NONE PC GENERAL OPPERATING 10,000
    THE FAMILY CONSERVANCY
    444 MINNESOTA AVE STE 200
    KANSAS CITY,KS66101
    NONE PC GENERAL OPPERATING 1,000
    SECOND PRESBYTERIAN CHURCH
    318 E 55TH
    KANSAS CITY,MO64113
    NONE PC EXEMPT PURPOSE 100
    HARVESTERS
    PO BOX 412233
    KANSAS CITY,MO64141
    NONE PC EXEMPT PURPOSE 5,000
    SALVATION ARMY
    3637 BROADWAY ST
    KANSAS CITY,MO64111
    NONE PC EXEMPT PURPOSE 1,000
    ST ANDREWS EPISCOPAL CHURCH
    6401 WORNALL TERRACE
    KANSAS CITY,MO64113
    NONE PC EXEMPT PURPOSE 15,000
    CITY UNION MISSION
    1100 EAST 11TH ST
    KANSAS CITY,MO64106
    NONE PC EXEMPT PURPOSE 2,500
    VILLAGE PRESBYTERIAN CHURCH
    6641 MISSION RD
    PRAIRIE VILLAGE,KS66208
    NONE PC EXEMPT PURPOSE 20,000
    CHILDREN'S MERCY HOSPITAL
    DEPARTMENT OF PHILANTHROPY
    2401 GILLHAM ROAD
    KANSAS CITY,MO64108
    NONE PC EXEMPT PURPOSE 12,750
    AIDS WALK KANSAS CITY
    PO BOX 32192
    KANSAS CITY,MO64171
    NONE PC EXEMPT PURPOSE 250
    Total .................................bullet 3a 374,650
    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 ...........
             
    4 Dividends and interest from securities....     14 153,754  
    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 ............
        18 225,000  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue:
    aWFC 3Y IYR BR MTN
        14 2,260  
    b2014 TAX REFUND     14 3,663  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   384,677  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13384,677
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

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

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    HARTLEY FAMILY FOUNDATION 130012668200
    EIN:
    74-2822359
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 4,200     4,200

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    HARTLEY FAMILY FOUNDATION 130012668200
    EIN:
    74-2822359
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CONOCOPHILLIPS 2.875% 11/15/21 100,661 97,107
    BANK OF NY MELLON 3.1% 1/15/15    
    BOEING CO 3.50% 2/15/15 19,348 19,809
    ATT INC 5.50% 2/1/18 101,208 106,899
    CISCO SYSTEMS 4.950% 2/15/19 101,844 109,280
    QUEBEC PROVINCE 4.625% 5/14/18 99,807 107,150
    CAMPBELL SOUP CO 3.05% 7/15/17    
    ABBOTT LABS 4.125% 5/27/20 52,079 54,094
    WFC 3Y 1YR MTN 2.2% 10/19/16 100,000 104,005
    BMO 2Y EEM BR 6/18/15    
    RBC 2Y EEM BR MTN 3/24/16 50,000 47,185
    JPMORGAN CHASE 1.625% 5/15/18 99,337 99,258
    WFC 2Y EFA BR MTN 6/18/15    

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    HARTLEY FAMILY FOUNDATION 130012668200
    EIN:
    74-2822359
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ATT INC 20,020 20,818
    PFIZER INC 26,051 26,986
    PHILIP MORRIS INTL    
    APPLE INC 17,774 30,315
    J P MORGAN CHASE CO 20,394 26,214
    UNION PACIFIC CORP 19,803 18,533
    CHEVRON CORPORATION 17,350 16,193
    SCHLUMBERGER LTD    
    VF CORP 20,448 22,348
    CREDIT SUISSE COMM RET ST CO    
    NUVEEN REAL ESTATE SECURIT 220,343 225,951
    TCW EMERGING MKTS INCOME FD 193,733 167,818
    BERKSHIRE HATHAWAY INC    
    BLACKROCK INC 13,731 15,664
    CATERPILLAR INC    
    COACH INC    
    COGNIZANT TECH SOLUTIONS    
    CVS CAREMARK CORP 19,793 25,322
    EMC CORPORATION 19,034 19,465
    EXPRESS SCRIPTS HLDGS C    
    FIDELITY NATL INFORMATION SVCS 19,915 21,877
    ITC HLDGS CORP 11,998 13,541
    LOWES CO INC 14,383 21,063
    MICROSOFT CORP 17,253 25,743
    NEXTERA ENERGY INC 16,887 19,427
    PERRIGO CO    
    PRICELINE COM INC    
    QUALCOMM INC    
    STERICYCLE INC    
    TIME WARNER CABLE INC    
    VARIAN MED SYS INC    
    VISA INC CLASS A SHARES    
    WELLS FARGO CO 26,013 26,908
    ACCENTURE PLC 17,780 20,378
    ABERDEEN FDS EMRGN MKT INSTL    
    I SHARES RUSSEL 3000 INDEX FD 190,585 195,479
    NEUBERGER BERMAN GENESIS INSTL    
    DRIEHAUS SELECT CREDIT FUND 157,379 125,269
    LOOMIS SAYLES STRATEGIC ALPHA 72,195 67,551
    OPPENHEIMER SR FLOAT RATE Y 243,528 224,165
    PHILLIPS 66 14,319 17,096
    VERISK ANALYTICS INC    
    ACE LTD    
    AIR LIQUIDE SA ADR    
    ALLIANZ SE ADR    
    ASTRAZENECA PLC SPONS ADR    
    BAIDU COM INC ADR    
    BRITISH AMERN TOB PLC SPON ADR    
    BUNGE LIMITED    
    COVIDIEN PLC    
    DELHAIZE GROUP SPONS ADR    
    FANUC CORPORATION ADR    
    FLY LEASING LTD ADR    
    FRESENIUS MED CARE ADR    
    INDUSTRIAS BACHOCO SAB DE CV    
    ITAU UNIBANCO HOLDINGS SA ADR    
    LOREAL UNSPONS ADR    
    LVMH MOET HENNESSY LOU VUITT    
    MIZUHO FNL GRP ADR    
    NATIONAL GRID PLC SPONS ADR    
    NESTLE SA SPONS ADR    
    NIPPON TELEGRAPH TELE ADR    
    NOVO NORDISK AS ADR    
    NTT DOCOMO INC ADR    
    ORIX CORP SPONS ADR    
    ROCHE HLDG LTD ADR    
    SCHNEIDER ELECT SA UNSPONS ADR    
    SEADRILL LIMITED    
    SMITH & NEPHEW PLC ADR    
    SUMITOMO MITSUI FINL GRP ADR    
    TAIWAN SEMICONDUCTOR ADR    
    TEVA PHARMACEUTICAL INDS LTD    
    ROBECO BOSTON PTNS LS RSRCH    
    SPDR S&P 500 ETF TRUST    
    T ROWE PRICE MID CAP GROWTH FD    
    ABBVIE INC    
    BANK OF NEW YORK MELLON CORP    
    DISCOVER FINL SVCS    
    M T BANK CORP    
    MCCORMICK CO NON VTG SHRS    
    PACKAGING CORP AMERICA    
    TUPPERWARE BRANDS CORP    
    WHIRLPOOL CORP    
    CANON INC SPONS A D R    
    CITY TELECOM HK LTD A D R    
    COMPANHIA PARANAENSE ENER SP A    
    GLAXO SMITHKLINE P L C A D R    
    HONG KONG EXCHANGES A D R    
    NICE SYS LTD SPONSORED A D R    
    NOVARTIS AG A D R    
    REED ELSEVIER NV A D R    
    TRINITY BIOTECH PLC SPON A D R    
    WACOAL HOLDINGS CORP A D R    
    WESTPAC BANKING CORP SP ADR    
    WNS HOLDINGS LTD ADR    
    CAUSEWAY EMERGING MARKETS INST    
    NEUBERGER BERMAN LONG SH INS    
    LOOMIS SAYLES GLBL BOND INST    
    NUVEEN HIGH INCOME BOND FD CL    

    TY 2015 InvestmentsOtherSchedule2
    Name:
    HARTLEY FAMILY FOUNDATION 130012668200
    EIN:
    74-2822359
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ABBVIE INC AT COST 26,685 29,561
    ACE LTD AT COST 23,237 27,343
    AVIANCA HOLDINGS A D R AT COST 13,085 13,085
    BANK NOVA SCOTIA 2.800% 7 AT COST 102,234 100,550
    BARON EMERGING MARKETS INSTITU AT COST 193,063 192,155
    BRITISH AMERN TOB PLC SPON A D AT COST 13,723 14,138
    CAMPBELL SOUP CO 3.050% 7 AT COST 50,174 51,126
    CANON INC SPONS A D R AT COST 67,855 57,789
    CARNIVAL PLC A D R AT COST 6,361 7,286
    CAUSEWAY EMERGING MARKETS INST AT COST 206,708 180,086
    CHUNGHWA TELECOM CO LTD A D R AT COST 48,441 46,246
    COLGATE PALMOLIVE CO AT COST 23,895 24,250
    CULLEN FROST BANKERS INC AT COST 20,409 18,900
    DANONE SPON A D R AT COST 12,959 14,059
    DELHAIZE GROUP SPONS A D R AT COST 16,101 17,659
    DISCOVER FINL SVCS AT COST 16,675 16,354
    FLY LEASING LTD A D R AT COST 28,970 25,676
    FRESENIUS AKTIENGESELLSCHAFT A AT COST 15,450 19,832
    GENERAL MOTORS CO AT COST 20,079 21,290
    GLAXO SMITHKLINE P L C A D R AT COST 27,253 22,838
    HONDA MOTOR CO LTD A D R AT COST 9,625 9,068
    HONEYWELL INTERNATIONAL INC AT COST 17,569 18,332
    HONG KONG TELEVISION NE A D R AT COST 7,427 3,879
    INDUSTRIAS BACHOCO SAB DE CV A AT COST 23,406 31,901
    JOHNSON JOHNSON AT COST 24,992 27,837
    KINDER MORGAN INC AT COST 18,526 8,564
    LOOMIS SAYLES GLBL BOND INST AT COST 93,766 85,054
    MACYS INC AT COST 21,656 13,327
    MARSH MCLENNAN COS INC AT COST 18,370 18,742
    MEDTRONIC PLC AT COST 25,893 28,307
    MELCO CROWN ENTMT LTD A D R AT COST 6,992 4,956
    MIZUHO FNL GRP A D R AT COST 29,040 28,874
    MONDELEZ INTERNATIONAL W I AT COST 11,309 12,062
    MONSANTO CO AT COST 14,104 14,285
    NATIONAL GRID PLC SP A D R AT COST 61,696 62,725
    NESTLE SA SPONSORED A D R AT COST 36,802 36,615
    NICE SYS LTD SPONSORED A D R AT COST 25,706 32,730
    NIELSEN HOLDINGS PLC AT COST 21,020 21,716
    NOVARTIS AG A D R AT COST 26,752 24,435
    NOVO NORDISK AS A D R AT COST 13,579 20,154
    NTT DOCOMO INC A D R AT COST 31,050 37,577
    NUVEEN HIGH INCOME BOND FD CL AT COST 254,724 202,893
    PACKAGING CORP AMERICA AT COST 17,087 16,897
    PEARSON P L C A D R AT COST 15,324 8,699
    PEPSICO INC AT COST 22,919 24,281
    PRAXAIR INC AT COST 11,915 10,957
    RELX NV SPON A D R AT COST 25,456 26,911
    ROBECO BOSTON PARTNERS L S RSR AT COST 349,072 369,457
    ROCHE HOLDINGS LTD SPON A D R AT COST 26,243 27,404
    SALIENT MLP ENERGY INFRASTRUCT AT COST 179,794 95,660
    SHELL INTERNATIONAL 2.375% 8 AT COST 99,966 95,773
    SMITH NEPHEW PLC SPON A D R AT COST 33,946 34,674
    SPDR S P 500 ETF AT COST 252,376 290,107
    STATE STREET CORP 3.100% 5 AT COST 100,837 98,820
    T ROWE PRICE MID CAP GROWTH FD AT COST 217,251 267,225
    TEVA PHARMACEUTICAL INDS LTD A AT COST 19,426 23,565
    TOYOTA MTR CORP A D R AT COST 13,901 13,288
    TRINITY BIOTECH PLC SPON A D R AT COST 16,557 7,479
    UNITED HEALTH GROUP INC AT COST 28,662 28,822
    VANGUARD SMALL CAP INDEX FUND AT COST 156,739 160,862
    WACOAL HOLDINGS CORP A D R AT COST 9,461 11,056
    WEC ENERGY GROUP INC AT COST 20,947 20,781
    WESTPAC BANKING CORP SP A D R AT COST 25,826 20,305
    WHIRLPOOL CORP AT COST 15,587 15,715
    WNS HOLDINGS LTD ADR AT COST 6,738 9,669
    WPP PLC SPON A D R AT COST 10,582 11,703

    TY 2015 OtherAssetsSchedule
    Name:
    HARTLEY FAMILY FOUNDATION 130012668200
    EIN:
    74-2822359
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED INCOME   133 133


    TY 2015 OtherDecreasesSchedule
    Name:
    HARTLEY FAMILY FOUNDATION 130012668200
    EIN:
    74-2822359
    Description Amount
    ROUNDING 47


    TY 2015 OtherExpensesSchedule
    Name:
    HARTLEY FAMILY FOUNDATION 130012668200
    EIN:
    74-2822359
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    REIMBURSEMENT FOR FILING FEE 40 0   40
    ADR FEES 2,260 2,260   0
    CURRENT YEAR AMORTIZATION 879 879   0


    TY 2015 OtherIncomeSchedule2
    Name:
    HARTLEY FAMILY FOUNDATION 130012668200
    EIN:
    74-2822359
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    WFC 3Y IYR BR MTN 2,260 2,260  
    2014 TAX REFUND 3,663 0  


    TY 2015 OtherIncreasesSchedule
    Name:
    HARTLEY FAMILY FOUNDATION 130012668200
    EIN:
    74-2822359
    Description Amount
    WASH SALE ADJUSTMENT 669


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    HARTLEY FAMILY FOUNDATION 130012668200
    EIN:
    74-2822359
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    US BANK FEES AS AGENT 45,741 45,741    


    TY 2015 TaxesSchedule
    Name:
    HARTLEY FAMILY FOUNDATION 130012668200
    EIN:
    74-2822359
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 3,467 3,467   0
    FEDERAL ESTIMATES - PRINCIPAL 2,918 0   0