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
CHARLES & MARCIA LARSENANTHONY &
PRISCILLA BEADELL FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)10148 N SHERIDAN DRIVE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MEQUON, WI53092
A Employer identification number

26-3770441
B Telephone number (see instructions)

(262) 241-0331
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,959,214
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 4,236 4,236 4,236
4 Dividends and interest from securities... 71,448 71,448 71,448
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -56,887
b Gross sales price for all assets on line 6a 677,832
7 Capital gain net income (from Part IV, line 2)...  
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 2,772 21,824 2,772
12 Total. Add lines 1 through 11........ 21,569 97,508 78,456
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 8,400      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 1,645      
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 2,013 2,013    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 475 475 475  
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 12,533 2,488 475 0
25 Contributions, gifts, grants paid....... 90,450 90,450
26 Total expenses and disbursements. Add lines 24 and 25 102,983 2,488 475 90,450
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -81,414
b Net investment income (if negative, enter -0-) 95,020
c Adjusted net income (if negative, enter -0-)... 77,981
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............. 185,118 16,481 16,481
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 867,533 Click to see attachment677,849 703,493
c Investments—corporate bonds (attach schedule)....... 636,788 Click to see attachment459,549 482,926
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 281,968 Click to see attachment734,577 756,314
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,971,407 1,888,456 1,959,214
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)   Click to see attachment811
23 Total liabilities (add lines 17 through 22).........   811
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 1,971,407 1,887,645
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    
30 Total net assets or fund balances (see instructions)..... 1,971,407 1,887,645
31 Total liabilities and net assets/fund balances (see instructions). 1,971,407 1,888,456
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
1,971,407
2
Enter amount from Part I, line 27a .....................
2
-81,414
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
12,530
4
Add lines 1, 2, and 3 ..........................
4
1,902,523
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
14,878
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
1,887,645
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 ALON USA PARTNERS LP P 2014-07-03 2015-03-26
b BP PLC FADR P 2012-12-24 2015-08-28
c STONE HARBOR EMERGING P 2013-11-19 2015-07-31
d TRANSMONTAIGNE PTNRS LP P 2014-06-19 2015-09-14
e WESTRN ASSET EMERGNG MKTS P 2011-02-23 2015-07-31
ALON USA PARTNERS LP P 2014-07-03 2015-03-26
FIDELITY FLOATING RATE HIGH INCM A P 2013-03-06 2015-07-30
STONE HARBOR EMERGING P 2013-11-19 2015-07-31
TRANSMONTAIGNE PTNRS LP P 2014-06-19 2015-11-17
WESTRN ASSET EMERGNG MKTS P 2011-02-23 2015-07-31
ALON USA PARTNERS LP P 2014-07-03 2015-03-26
FIDELITY FLOATING RATE HIGH INCM A P 2013-08-26 2015-07-31
STONE HARBOR EMERGING P 2013-11-19 2015-07-31
UNILEVER PLC ADR NEW F P 2009-01-07 2015-08-14
WESTRN ASSET EMERGNG MKTS P 2011-02-23 2015-07-31
BABSON CAP GLOBAL SHORT P 2013-01-25 2015-07-31
PLAINS GP HLDGS LP P 2015-01-14 2015-12-07
STONE HARBOR EMERGING P 2013-11-19 2015-07-31
UNILEVER PLC ADR NEW F P 2009-01-07 2015-08-14
WESTRN ASSET EMERGNG MKTS P 2011-02-23 2015-07-31
BABSON CAP GLOBAL SHORT P 2013-01-25 2015-07-31
PLAINS GP HLDGS LP P 2015-01-14 2015-12-07
STONE HARBOR EMERGING P 2013-11-19 2015-07-31
UNILEVER PLC ADR NEW F P 2009-01-07 2015-08-14
WESTRN ASSET EMERGNG MKTS P 2011-02-23 2015-07-31
BABSON CAP GLOBAL SHORT P 2013-01-25 2015-07-31
PLAINS GP HLDGS LP P 2015-01-14 2015-12-07
STONE HARBOR EMERGING P 2013-11-19 2015-07-31
UNILEVER PLC ADR NEW F P 2009-01-07 2015-08-14
BABSON CAP GLOBAL SHORT P 2013-01-25 2015-07-31
PLAINS GP HLDGS LP P 2015-01-14 2015-12-07
STONE HARBOR EMERGING P 2013-11-19 2015-07-31
UNILEVER PLC ADR NEW F P 2009-01-07 2015-08-14
BABSON CAP GLOBAL SHORT P 2013-01-25 2015-07-31
PLAINS GP HLDGS LP P 2015-01-14 2015-12-07
STONE HARBOR EMERGING P 2013-11-19 2015-07-31
UNILEVER PLC ADR NEW F P 2009-01-09 2015-08-14
BABSON CAP GLOBAL SHORT P 2013-01-25 2015-07-31
SANDRIDGE PERMIAN TR LP P 2012-10-24 2015-05-14
STONE HARBOR EMERGING P 2013-11-19 2015-07-31
UNILEVER PLC ADR NEW F P 2009-03-23 2015-08-14
BLUE RIBBON INCOME FD F P 2009-01-06 2015-10-15
SANDRIDGE PERMIAN TR LP P 2012-10-24 2015-05-14
STONE HARBOR EMERGING P 2013-11-19 2015-07-31
UNILEVER PLC ADR NEW F P 2009-03-23 2015-08-19
BLUE RIBBON INCOME FD F P 2009-01-06 2015-10-15
STONE HARBOR EMERGING P 2013-11-19 2015-07-31
STONE HARBOR EMERGING P 2013-11-19 2015-07-31
WESTRN ASSET EMERGNG MKTS P 2013-12-31 2015-07-31
BLUE RIBBON INCOME FD F P 2009-01-06 2015-10-15
STONE HARBOR EMERGING P 2013-11-19 2015-07-31
STONE HARBOR EMERGING P 2013-11-19 2015-07-31
WESTRN ASSET EMERGNG MKTS P 2013-12-31 2015-07-31
BLUE RIBBON INCOME FD F P 2009-01-06 2015-10-15
STONE HARBOR EMERGING P 2013-11-19 2015-07-31
STONE HARBOR EMERGING P 2013-11-19 2015-07-31
WESTRN ASSET EMERGNG MKTS P 2011-02-23 2015-07-31
BLUE RIBBON INCOME FD F P 2009-01-06 2015-10-15
STONE HARBOR EMERGING P 2013-11-19 2015-07-31
TCW EMERGING MARKETS INCOME FUND CL P 2011-09-30 2015-07-30
WESTRN ASSET EMERGNG MKTS P 2011-02-23 2015-07-31
BLUE RIBBON INCOME FD F P 2009-01-06 2015-10-15
STONE HARBOR EMERGING P 2013-11-19 2015-07-31
TRANSMONTAIGNE PTNRS LP P 2014-06-19 2015-09-14
WESTRN ASSET EMERGNG MKTS P 2011-02-23 2015-07-31
(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 8,313   8,268 45
b 26,611   33,431 -6,820
c 993   1,424 -431
d 5,040   7,353 -2,313
e 576   739 -163
9,350   9,311 39
62,786   65,000 -2,214
1,174   1,683 -509
27,031   43,277 -16,246
719   924 -205
23,697   23,567 130
91,071   94,000 -2,929
1,264   1,812 -548
4,400   2,370 2,030
4,360   5,598 -1,238
1,913   2,472 -559
449   1,220 -771
1,290   1,849 -559
4,400   2,370 2,030
15,266   19,601 -4,335
3,825   4,945 -1,120
898   2,439 -1,541
1,290   1,849 -559
8,800   4,739 4,061
21,438   27,526 -6,088
5,738   7,417 -1,679
898   2,439 -1,541
1,290   1,849 -559
8,800   4,739 4,061
7,746   10,013 -2,267
10,331   28,051 -17,720
1,290   1,849 -559
17,599   9,479 8,120
9,467   12,231 -2,764
898   2,439 -1,541
1,316   1,887 -571
21,999   11,843 10,156
9,563   12,362 -2,799
5,513   10,565 -5,052
2,579   3,699 -1,120
8,800   3,610 5,190
564   579 -15
10,237   19,593 -9,356
4,837   6,937 -2,100
57,197   23,458 33,739
3,479   3,597 -118
13   18 -5
7,738   11,097 -3,359
15,827   18,912 -3,085
4,175   4,317 -142
258   370 -112
9,041   12,965 -3,924
27,338   32,679 -5,341
5,573   5,708 -135
258   370 -112
12,897   18,495 -5,598
144   185 -41
5,573   5,756 -183
645   925 -280
49,331   49,443 -112
317   406 -89
17,301   21,501 -4,200
838   1,202 -364
2,416   3,524 -1,108
345   443 -98
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       45
b       -6,820
c       -431
d       -2,313
e       -163
      39
      -2,214
      -509
      -16,246
      -205
      130
      -2,929
      -548
      2,030
      -1,238
      -559
      -771
      -559
      2,030
      -4,335
      -1,120
      -1,541
      -559
      4,061
      -6,088
      -1,679
      -1,541
      -559
      4,061
      -2,267
      -17,720
      -559
      8,120
      -2,764
      -1,541
      -571
      10,156
      -2,799
      -5,052
      -1,120
      5,190
      -15
      -9,356
      -2,100
      33,739
      -118
      -5
      -3,359
      -3,085
      -142
      -112
      -3,924
      -5,341
      -135
      -112
      -5,598
      -41
      -183
      -280
      -112
      -89
      -4,200
      -364
      -1,108
      -98
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 -56,887
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 -22,900
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 119,320 2,211,221 0.053961
2013 85,950 2,185,150 0.039334
2012 104,542 2,149,689 0.048631
2011 140,398 2,207,672 0.063595
2010 84,703 2,099,018 0.040354
2
Total of line 1, column (d) .....................
20.245875
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
0.049175
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
2,087,046
5
Multiply line 4 by line 3......................
5
102,630
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
950
7
Add lines 5 and 6........................
7
103,580
8
Enter qualifying distributions from Part XII, line 4.............
8
90,450
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2015)
Form 990-PF (2015)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 1,900
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 1,900
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,900
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 1,000
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 481
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,481
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 419
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
 
 
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)
    bulletWI
    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 ofbulletANTHONY BEADELL Telephone no.bullet (262) 241-0331

    Located atbullet10148 N SHERIDAN DRMEQUONWI ZIP+4bullet53092
    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
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    PRISCILLA BEADELL TRUSTEE
    0.00
    0 0 0
    10148 N SHERIDAN DR
    MEQUON,WI53092
    ANTHONY BEADELL TRUSTEE
    0.00
    0 0 0
    10148 N SHERIDAN DR
    MEQUON,WI53092
    ALISON BEADELL TRUSTEE
    0.00
    8,400 0 0
    PO BOX 84
    EPHRAIM,WI54211
    JON BEADELL TRUSTEE
    0.00
    0 0 0
    1742 N PROSPECT
    MILWAUKEE,WI53202
    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 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,004,336
    b
    Average of monthly cash balances.......................
    1b
    114,492
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,118,828
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    2,118,828
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    31,782
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,087,046
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    104,352
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    104,352
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    1,900
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,900
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    102,452
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    102,452
    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
    102,452
    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
    90,450
    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
    90,450
    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
    90,450
    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 7 102,452
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014...... 4,513
    fTotal of lines 3a through e........ 4,513
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 90,450
    a Applied to 2014, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2015 distributable amount..... 90,450
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2015. 4,513 4,513
    (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 ..........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    7,489
    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
    BERGSTROM-MAHLER MUSEUM
    165 PARK AVE
    NEENAH,WI54956
    N/A PUBLIC 501C3 ARTS 250
    BERGSTROM-MAHLER MUSEUM
    165 PARK AVE
    NEENAH,WI54956
    N/A PUBLIC 501C3 ARTS 300
    BIRCH CREEK MUSIC PERFORM
    3821 CTY E PO BOX 230
    EGG HARBOR,WI54209
    N/A PUBLIC 509A1 ARTS 2,000
    BOYNTON SOCIETY LAWRENCE UNIV
    711 E BOLDT WAY
    SPC 18
    APPLETON,WI54911
    N/A PUBLIC 509A1 EDUCATION 500
    CAMP MANITOWISH
    4245N HWY 47
    MERCER,WI54547
    N/A PUBLIC 509A1 EDUCATION 1,200
    CEDARBURG ART MUSEUM
    W63 N675 WASHINGTON AVE
    GRAFTON,WI53024
    N/A PUBLIC 501C3 ARTS 1,000
    DOOR COMMUNITY AUDITORIUM
    3926 WISCONSIN 42
    FISH CREEK,WI54212
    N/A PUBLIC 509A1 ARTS 500
    DOOR COUNTY LAND TRUST
    PO BOX 65
    STURGEON BAY,WI54235
    N/A PUBLIC 509A1 LAND PRESERVATION 2,500
    DOOR SHAKESPEARE
    PO BOX 351
    BAILEYS HARBOR,WI54202
    N/A PUBLIC 509A1 ARTS 1,500
    DOUG MCKEY CHRISTMAS CLUB
    3150 E HAMPSHIRE AVE
    MILWAUKEE,WI53211
    N/A PUBLIC 509A2 HUMAN SERVICES 500
    EPHRAIM FIRE-RESCUE ASSOC
    PO BOX 105
    EPHRAIM,WI54211
    N/A PUBLIC 509A1 COMMUNITY 500
    EPHRAIM HISTORICAL FNDTN
    PO BOX 165
    EPHRAIM,WI54211
    N/A PUBLIC 509A1 EDUCATION 1,200
    EPHRAIM HISTORICAL FNDTN
    PO BOX 165
    EPHRAIM,WI54211
    N/A PUBLIC 5090A EDUCATION 8,000
    EPHRAIM MENS CLUB
    PO BOX 204
    EPHRAIM,WI54211
    N/A PUBLIC 501C3 CIVIC & SERVICE 200
    EPHRAIM MORAVIAN CHURCH
    9970 MORAVIA ST
    EPHRAIM,WI54211
    N/A PUBLIC 509A1 RELIGIOUS 1,000
    GOOD SAMARITANSCANDIA VILLAGE
    10560 APPLEWOOD RD
    SISTER BAY,WI54234
    N/A PUBLIC 509A1 WELLNESS 2,000
    HELP OF DOOR COUNTY INC
    219 GREEN BAY RD
    STURGEON BAY,WI54235
    N/A PUBLIC 509A1 DOMESTIC VIOLENCE PREVENTION 1,000
    KIDS MATTER INC
    1850 N MARTIN LUTHER KING
    SUITE 202
    MILWAUKEE,WI53212
    N/A PUBLIC 501C3 HUMAN SERVICES 1,000
    LAWRENCE UNIVERSITY
    711 E BOLDT WAY
    APPLETON,WI54911
    N/A PUBLIC 509A1 EDUCATION 1,000
    LAWRENCE UNIVERSITY
    711 E BOLDT WAY
    APPLETON,WI54911
    N/A PUBLIC 509A1 EDUCATION 5,000
    LYRIC OPERA OF CHICAGO
    20 N WACKER DR
    CHICAGO,IL60606
    N/A PUBLIC 509A1 ARTS 2,000
    MIDSUMMER'S MUSIC FESTIVAL
    10568 COUNTRY WALK DR
    SUITE 109
    SISTER BAY,WI54234
    N/A PUBLIC 501C3 ARTS 500
    MILWAUKEE ART MUSEUM
    700 N ART MUSEUM DRIVE
    MILWAUKEE,WI53202
    N/A PUBLIC 509A1 ARTS 2,000
    MILWAUKEE PUBLIC MUSEUM
    800 WEST WELLS ST
    MILWAUKEE,WI53202
    N/A PUBLIC 509A1 EDUCATION 5,000
    MILWAUKEE RESCUE MISSION
    830 N 19TH ST
    MILWAUKEE,WI53233
    N/A PUBLIC 509A1 HUMAN SERVICES 200
    MILWAUKEE SYMPHONY ORCHESTRA
    1101 N MARKET ST
    SUITE 100
    MILWAUKEE,WI53202
    N/A PUBLIC 501C3 ARTS 2,000
    NEIGHBORHOOD HOUSE OF MILWAUKEE
    2819 W RICHARDSON PL
    MILWAUKEE,WI53208
    N/A PUBLIC 501C3 HUMAN SERVICES 1,000
    NORTHERN DOOR CHILD CARE
    10520 JUDITH BLAZER DR
    SISTER BAY,WI54234
    N/A PUBLIC 501C3 EDUCATION 500
    NORTHERN SKY THEATER
    10351 BELLA LANE
    EPHRAIM,WI54211
    N/A PUBLIC 509A1 ARTS 1,000
    PENINSUAL MUSIC FESTIVAL
    PO BOX 340
    EPHRAIM,WI54211
    N/A PUBLIC 509A1 ARTS 15,000
    PENINSULA PLAYERS
    W4351 PENINSULA PLAYERS R
    FISH CREEK,WI54212
    N/A PUBLIC 509A1 ARTS 2,500
    PENINSULA SCHOOL OF ART
    PO BOX 304
    FISH CREEK,WI54212
    N/A PUBLIC 509A1 EDUCATION 1,000
    RONALD MCDONALD HOUSE E WI
    8948 WEST WATERTOWN PLANK
    WAUWATOSA,WI53226
    N/A PUBLIC 501C3 HUMAN SERVICE 500
    SHARP LITERACY INC
    5775 N GLEN PARK RD
    MILWAUKEE,WI53209
    N/A PUBLIC 509A1 LITERACY 500
    SOJOURNER HOUSE
    3710 EAST AVENUE SOUTH
    LA CROSSE,WI54601
    N/A PUBLIC 509A1 COMMUNITY 500
    THE HARDY GALLERY
    3083 ANDERSON LN
    SISTER BAY,WI54234
    N/A PUBLIC 509A1 ARTS 300
    THE RIDGES SANCTUARY
    8270 WISCONSIN 57
    BAILEYS HARBOR,WI54202
    N/A PUBLIC 509A1 CONSERVATION 500
    THE SALVATION ARMY
    615 SLATERS LANE
    PO BOX 269
    ALEXANDRIA,VA22313
    N/A PUBLIC 509A1 CRISIS ASSISTANCE 200
    UNITED METHODIST CHURCH
    819 E SILVER SPRING DR
    MILWAUKEE,WI53217
    N/A PUBLIC 509A1 RELIGIOUS 11,000
    UNITED METHODIST CHURCH
    819 E SILVER SPRING DR
    MILWAUKEE,WI53217
    N/A PUBLIC 509A1 RELIGIOUS 10,000
    UNITED PERFORMING ARTS FUND
    929 N WATER ST
    STE 3
    MILWAUKEE,WI53202
    N/A PUBLIC 509A1 ARTS 1,000
    UNITED WAY MILWAUKEE
    225 WEST VINE ST
    MILWAUKEE,WI53212
    N/A PUBLIC 509A1 COMMUNITY 1,000
    UNITED WAY OF DOOR CO
    57 N 3RD AVE
    STURGEON BAY,WI54235
    N/A PUBLIC 509A1 COMMUNITY 1,000
    WISCONSIN COUNCIL OF THE BLIND
    754 WILLIAMSON ST
    MADISON,WI53703
    N/A PUBLIC 501C3 HUMAN SERVICES 100
    Total .................................bullet 3a 90,450
    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 4,236  
    4 Dividends and interest from securities....     14 71,448  
    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.....     18 21,824  
    8
    Gain or (loss) from sales of assets other than inventory ............
        18 -91,426 34,539
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue:
    aALON PARTNERS LP
    211110 295      
    bAMERIGAS PARTNERS LP 211110 -5,070      
    cBUCKEYE PARTNERS LP 493000 -414      
    dCVR PARTNERS LP 310000 -1,281      
    eENERGY TRANSFER PARTNERS LP 480000 -2,581      
    fENTERPRISE PRODUCTS PART LP 211110 -4,803      
    gSUNOCO LOGISTICS PARTNERS L 493000 191      
    hSUNOCO LP 453000 8      
    iTRANSMONTAIGNE PARTNERS LP 493000 -5,397      
    12 Subtotal. Add columns (b), (d), and (e).. -19,052 6,082 34,539
    13Total. Add line 12, columns (b), (d), and (e)..................
    1321,569
    (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:
    CHARLES & MARCIA LARSENANTHONY &
     
    PRISCILLA BEADELL FOUNDATION
    EIN:
    26-3770441
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 1,645      

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    CHARLES & MARCIA LARSENANTHONY &
     
    PRISCILLA BEADELL FOUNDATION
    EIN:
    26-3770441
    Name of Bond End of Year Book Value End of Year Fair Market Value
    DOUBLELINE TOTAL RETURN 100,000 97,645
    FIDELITY ADV FLOATING    
    TCW EMERGING MARKETS    
    US AIRWAYS GRP 31,287 30,525
    VANGUARD S/T INVESTMENT 328,262 354,756

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    CHARLES & MARCIA LARSENANTHONY &
     
    PRISCILLA BEADELL FOUNDATION
    EIN:
    26-3770441
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABERDEEN ASIA PAC INCM 92,003 70,835
    AGL RESOURCES INC 49,049 63,810
    APA GROUP ORD 49,073 63,152
    AUSNET SERVICES ORD 21,209 21,608
    BABSON CAP GLOBAL SHORT    
    BLUE RIBBON INCOME FD    
    BP PLC ADR    
    COCA COLA 55,434 64,440
    DUKE ENERGY CORP NEW    
    GLAXOSMITHKLINE PLC ADR 40,273 30,263
    NESTLE SA REG B ADR 65,933 74,420
    OPPENHEIMER STEELPATH 105,078 113,847
    PROCTER & GAMBLE 60,150 63,528
    ROYAL DUTCH SHELL B ADRF 34,577 23,020
    STEELPATH MLP SLCT 40    
    STONE HARBOR EMERGING    
    THE SOUTHERN COMPANY 39,188 56,148
    TORTOISE ENERGY INFRASTR 65,882 58,422
    UNILVER PLC ADR NEW    
    WSTRN ASSET EMERGING MKTS    

    TY 2015 InvestmentsOtherSchedule2
    Name:
    CHARLES & MARCIA LARSENANTHONY &
     
    PRISCILLA BEADELL FOUNDATION
    EIN:
    26-3770441
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    AES TRUST III 6,75% PFD AT COST 30,357 30,048
    ALON USA PARTNERS LP AT COST    
    AMERIGAS PARTNERS LP AT COST 51,100 41,124
    BUCKEYE PARTNERS LP AT COST 33,731 39,576
    CARE CAPITAL PROPERTY REIT AT COST 52,429 45,855
    CVR PARTNERS LP AT COST 19,411 16,020
    ENERGY TRANSFER PARTNERS AT COST 39,918 23,611
    ENTERPRISE PRD PRTNRS LP AT COST 41,118 38,370
    HCP INC REIT AT COST 26,764 30,592
    HEALTH CARE REIT AT COST 34,629 40,455
    LAMAR ADVERTISING REIT AT COST 54,059 59,980
    NEXTERA ENERGY PARTN LP AT COST 22,979 29,850
    NUSTAR LOGISTICS 7.625% PFD AT COST 38,484 31,080
    REALTY INCOME CORP AT COST 70,163 92,934
    RIOCAN REAL EST INVT TR AT COST 39,827 60,589
    SANDRIDGE PERMIAN TR AT COST    
    TRANSMONTAIGNE PTNRS LP AT COST    
    VENTAS INC REIT AT COST 55,129 56,430
    WELLTOWER INC 6.5%PFD AT COST 63,250 60,800
    WP CAREY REIT AT COST 61,229 59,000

    TY 2015 OtherDecreasesSchedule
    Name:
    CHARLES & MARCIA LARSENANTHONY &
     
    PRISCILLA BEADELL FOUNDATION
    EIN:
    26-3770441
    Description Amount
    PARTNERSHIP DISTRIBUTIONS 14,857
    PARTNERSHIP CONTRIBUTIONS 3
    NONDEDUCTIBLE PARTNERSHIP EXP 18


    TY 2015 OtherExpensesSchedule
    Name:
    CHARLES & MARCIA LARSENANTHONY &
     
    PRISCILLA BEADELL FOUNDATION
    EIN:
    26-3770441
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    PORTFOLIO DED - ADR FEES 88 88 88  
    SANDRIDGE INV INTEREST 318 318 318  
    SANDRIDGE ROYALTY DEDUCTIONS 55 55 55  
    SANDRIDGE PORTFOLIO DEDUCT 14 14 14  


    TY 2015 OtherIncomeSchedule2
    Name:
    CHARLES & MARCIA LARSENANTHONY &
     
    PRISCILLA BEADELL FOUNDATION
    EIN:
    26-3770441
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OPTION PROCEEDS 811 811 811
    4797 GAIN - PARTNERSHIP SALES 19,705 19,705 19,705
    CVR PARTNERS NET RENTAL INC 1 1 1
    SANDRIDGE PERMIAN HEDGE INC 711 711 711
    ENERGY TRANSFER NET RENTAL -27 -27 -27
    ENERGY TRANSFER OTHER RENTAL -2 -2 -2
    SUNOCO LP NET RENTAL -1 -1 -1
    SANDRIDGE PERMIAN TRUST 625 625 625
    ALON USA PARTNERS 1 1 1
    ALON PARTNERS LP 295   295
    AMERIGAS PARTNERS LP -5,070   -5,070
    BUCKEYE PARTNERS LP -414   -414
    CVR PARTNERS LP -1,281   -1,281
    ENERGY TRANSFER PARTNERS LP -2,581   -2,581
    ENTERPRISE PRODUCTS PART LP -4,803   -4,803
    SUNOCO LOGISTICS PARTNERS LP 191   191
    SUNOCO LP 8   8
    TRANSMONTAIGNE PARTNERS LP -5,397   -5,397


    TY 2015 OtherIncreasesSchedule
    Name:
    CHARLES & MARCIA LARSENANTHONY &
     
    PRISCILLA BEADELL FOUNDATION
    EIN:
    26-3770441
    Description Amount
    NONDIVIDEND DISTRIBUTIONS 12,408
    PRIOR YEAR ADJUSTMENT 122


    TY 2015 OtherLiabilitiesSchedule
    Name:
    CHARLES & MARCIA LARSENANTHONY &
     
    PRISCILLA BEADELL FOUNDATION
    EIN:
    26-3770441
    Description Beginning of Year - Book Value End of Year - Book Value
    OPTIONS   811


    TY 2015 TaxesSchedule
    Name:
    CHARLES & MARCIA LARSENANTHONY &
     
    PRISCILLA BEADELL FOUNDATION
    EIN:
    26-3770441
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX WITHHELD-SCHWAB 3069 2,013 2,013