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
ALLYN FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)14301 N 87TH STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SCOTTSDALE, AZ85260
A Employer identification number

86-6296683
B Telephone number (see instructions)

(480) 948-7745
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$1,076,733J 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... 28,247 28,247  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 28,338
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)....... Click to see attachment 28,338    
12 Total. Add lines 1 through 11........ 56,585 56,585  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 1,805 903   902
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 4,673 2,336   2,337
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 753 261    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,857 928   929
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 1,412 40   1,372
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 10,500 4,468   5,540
25 Contributions, gifts, grants paid....... 57,000 57,000
26 Total expenses and disbursements. Add lines 24 and 25 67,500 4,468   62,540
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -10,915
b Net investment income (if negative, enter -0-) 52,117
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 40    
2 Savings and temporary cash investments......... 15,267 14,450 14,450
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)....... 508,991 Click to see attachment499,034 968,550
c Investments—corporate bonds (attach schedule)....... 95,202 Click to see attachment95,201 93,724
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment109 Click to see attachment9 Click to see attachment9
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 619,609 608,694 1,076,733
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........ 577,184 577,184
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 42,425 31,510
30 Total net assets or fund balances (see instructions)..... 619,609 608,694
31 Total liabilities and net assets/fund balances (see instructions). 619,609 608,694
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
619,609
2
Enter amount from Part I, line 27a .....................
2
-10,915
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
608,694
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
608,694
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 200 SHARES OF CISCO SYS INC P 1994-09-01 2015-09-18
b 200 SHARES OF INTEL COM P 1994-09-01 2015-09-18
c 200 SHARES OF MICROSOFT CORP COM P 1993-02-26 2015-09-18
d 200 SHARES OF UNITED TECHNOLOGIES CORP P 2003-08-20 2015-09-18
e
(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 5,098 0 267 4,831
b 5,790 0 809 4,981
c 8,686 0 502 8,184
d 18,188 0 7,846 10,342
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a 0 0 0 4,831
b 0 0 0 4,981
c 0 0 0 8,184
d 0 0 0 10,342
e
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 28,338
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 62,306 1,153,734 0.054004
2013 57,445 1,055,105 0.054445
2012 43,970 959,393 0.045831
2011 54,294 967,220 0.056134
2010 50,594 939,866 0.053831
2
Total of line 1, column (d) .....................
20.264245
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
0.052849
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
1,123,331
5
Multiply line 4 by line 3......................
5
59,367
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
521
7
Add lines 5 and 6........................
7
59,888
8
Enter qualifying distributions from Part XII, line 4.............
8
62,540
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 1 521
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........................... 3 521
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- ..... 5 521
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 560
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Original Return Overpayment: -560 7 560
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 39
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet39 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)
    bulletAZ
    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 addressbulletwww.allynfamily.org
    14
    The books are in care ofbulletKathryn A Bradley PC Telephone no.bullet (480) 584-3517

    Located atbullet14301 N 87th St Suite 208ScottsdaleAZ ZIP+4bullet852603692
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    MARY LOUISE SUNDERLAND Trustee
    1.00     		0 0 0
    5434 E Lincoln Dr 63
    Paradise Valley,AZ85263
    LOUISE A SUNDERLAND Trustee
    1.00     		0 0 0
    2226 Chestnut
    Wilmette,IL60091
    ANNE R SUNDERLAND Trustee
    1.00     		0 0 0
    2449 W Dry Canyon Place
    Oro Valley,AZ85742
    MARY C SUNDERLAND Trustee
    1.00     		0 0 0
    11 Maple Road
    Chatham,NJ07928
    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
    1,113,754
    b
    Average of monthly cash balances.......................
    1b
    26,684
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,140,438
    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
    1,140,438
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    17,107
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,123,331
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    56,167
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    56,167
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    521
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    521
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    55,646
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    55,646
    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
    55,646
    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
    62,540
    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
    62,540
    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
    521
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    62,019
    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 55,646
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 46,589
    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...... 46,589
    fTotal of lines 3a through e........ 46,589
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 62,540
    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..... 9,057
    e Remaining amount distributed out of corpus 53,483
    5 Excess distributions carryover applied to 2015. 46,589 46,589
    (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 53,483
    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 .............     		46,589
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		53,483
    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.... 53,483
    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:
    ALLYN FAMILY FOUNDATION
    14301 N 87TH STREET SUITE 208
    SCOTTSDALE,AZ85260
    (480) 584-3517
    bThe form in which applications should be submitted and information and materials they should include:
    SEE DETAILS IN WEBSITE, WWW.ALLYNFAMILY.ORG
    cAny submission deadlines:
    JUNE 30 OF EACH YEAR
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GRANTS ARE LIMITED TO $5,000 AND PRIORITY WILL BE GIVEN TO GRANTS FROM MARICOPA COUNTY, AZ, COOK COUNTY, IL AND MORRIS COUNTY, NJ.
    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
    BOYS AND GIRLS CLUB OF TUCSON
    3155 E GRANT RD
    TUCSON,AZ85716     		  PUBLIC Children 2,000
    COLUMBIA UNIVERSITY
    W 116th Broadway
    New York,NY10027     		  PUBLIC Educational 1,000
    CRISIS NURSERY
    2334 E Polk Streeet
    Phoenix,AZ85006     		  PUBLIC Children 2,000
    PLANNED PARENTHOOD OF CHICAGO
    1200 N LASALLE STREET
    CHICAGO,IL60610     		  PUBLIC WOMEN'S HEALTH 1,000
    GILL STBERNARD'S SCHOOL
    St Bernards Road Box 604
    Gladstone,NJ07934     		  PUBLIC Educational 1,000
    ARIZONA HUMANE SOCIETY
    1521 W DOBBINS ROAD
    PHOENIX,AZ85041     		  PUBLIC Animal Services 500
    KUAZ FMAM
    1423 E University Blvd
    Tucson,AZ85721     		  PUBLIC Public Broadcasting 5,000
    LITERATURE FOR US ALL
    2010 Dewey Avenue
    Evanston,IL60201     		  PUBLIC Educational 1,000
    NORTHLIGHT THEATER
    9501 N Skokie Blvd
    Skokie,IL60076     		  PUBLIC Fine Arts 1,000
    NORTHWESTERN UNIVERSITY
    633 Clark St
    Evanston,IL60076     		  PUBLIC Educational 1,000
    PLANNED PARENTHOOD
    434 West 33rd Street
    New York,NY10001     		  PUBLIC MedicalEducational 2,000
    ROSIE'S HOUSE
    527 W Pima
    Phoenix,AZ85003     		  PUBLIC Fine Arts/Children 1,500
    STANFORD UNIVERSITY
    559 Nathan Abbott Way
    Palo Alto,CA94305     		  PUBLIC Educational 1,000
    FAMILY PROMISES OF MORRIS COUNTY
    PO Box 1494
    Morristown,NJ07962     		  PUBLIC Homeless 500
    CORNERSTONE CHURCH OF TUCSON
    7620 N HARTMAN 100
    TUCSON,AZ85743     		  PUBLIC RELIGIOUS 2,500
    The Primavera Foundation
    702 South 6th Ave
    Tucson,AZ85701     		  PUBLIC CommunityOutreach 1,000
    Vassar College
    124 Raymond Ave
    Poughkeepsie,NY12601     		  PUBLIC Educational 1,000
    Windsor School
    Pilgrim Road
    Boston,MA02215     		  PUBLIC Educational 1,000
    YWCA Evanston
    1000 Grove St
    Evanston,IL60201     		  PUBLIC CommunityServices 1,000
    Youth Organization Umbrella Inc
    1027 Sherman Avenue
    Evanston,IL60202     		  PUBLIC YouthOutreach 1,000
    Florence Crittendon
    715 W Mariposa
    Phoenix,AZ85013     		  PUBLIC At RiskYoung Women 2,000
    ARIZONA CHILDREN'S ASSOCIATION
    2700 S 8TH AVE
    TUCSON,AZ85713     		  PUBLIC Children 1,000
    HOMELESS SOLUTIONS
    6 DUMONT PLACE 3RD FLOOR
    MORRISTOWN,NJ07960     		  PUBLIC HOMELESS 2,500
    MRS WILSON'S HALFWAY HOUSE
    PO BOX 9175
    MORRISTOWN,NJ07963     		  PUBLIC ADDICTEDWOMEN 2,500
    TU NIDITO
    3922 N MOUNTAIN AVE
    TUCSON,AZ85719     		  PUBLIC CHILDREN 1,000
    ASSISTANCE LEAGUE OF PHOENIX
    7044 N 7TH ST
    PHOENIX,AZ85020     		  PUBLIC COMMUNITYOUTREACH 2,000
    YOUTH ON THEIR OWN
    1660 N ALVERNON WAY
    TUCSON,AZ85712     		  PUBLIC CHILDREN 1,000
    ORCHARD VILLAGE
    7670 MARMORA AVE
    SKOKIE,IL60077     		  PUBLIC CHALLENGEDDEVELOPMENTALLYSUPPORT 5,000
    PIMA COUNCIL ON AGING
    8467 E BROADWAY
    TUCSON,AZ85710     		  PUBLIC ELDERLY SERVICES 1,000
    CHILDREN ON THE GREEN
    50 S PARK PL
    MORRISTOWN,NJ07960     		  PUBLIC EDUCATION 500
    REGINA DOMINICAN HIGH SCHOOL
    701 LOCUST RD
    WILMETTE,IL60091     		  PUBLIC EDUCATION 2,000
    LITERACY CONNECTS
    200 E YAVAPAI
    TUCSON,AZ85705     		  PUBLIC LITERACY 2,000
    PLANNED PARENTHOOD OF TUCSON
    2255 N WYATT DR
    TUCSON,AZ85712     		  PUBLIC WOMEN'S HEALTH 1,000
    BALLET ARIZONA
    2835 E WASHINGTON STREET
    PHOENIX,AZ85034     		  PUBLIC FINE ARTS 1,000
    DEPAUW UNIVERSITY
    PO BOX 37
    GREENCASTLE,IN46135     		  PUBLIC EDUCATIONAL 1,000
    FAMILY PROMISE OF CHICAGO
    1417 HINMAN AVENUE
    EVANSTON,IL60201     		  PUBLIC HOMELESS 1,000
    MORRIS COUNTY VITA PROGRAM
    30 E HANOVER AVE
    WHIPPANY,NJ07981     		  PUBLIC ELDERLYOUTREACH 2,500
    Total .................................bullet 3a 57,000
    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 28,247  
    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 28,338  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   56,585  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1356,585
    (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:  
    Part VI Line 7 -Original Return Overpayment: -560


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    ALLYN FAMILY FOUNDATION
    EIN:
    86-6296683
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CITIGROUP NOTE 5.3% 50,626 50,007
    ISHARES INTERMEDIATE CREDIT 16,599 16,092
    ISHARES TR BARCLAYS 1-3 YR CREDIT 15,849 15,690
    VANGUARD BD INDEX 12,127 11,935

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    ALLYN FAMILY FOUNDATION
    EIN:
    86-6296683
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ALLSTATE 6,422 12,418
    AMERICAN EXPRESS 777 27,820
    CISCO SYSTEMS 1,333 27,155
    COMCAST 16,710 45,144
    EMERSON ELECTRIC 2,638 16,741
    EXXON MOBIL 1,032 41,703
    GENERAL ELECTRIC 3,167 29,592
    INTEL CORPORATION 3,521 29,972
    JOHNSON & JOHNSON 8,913 41,088
    MERCK & CO 8,036 23,769
    MFC SELECT SECTOR SPDR TR FINANCIAL 16,530 23,780
    MICROSOFT CORP 2,696 59,641
    NATIONAL OILWELL VARCO COM STK 12,831 6,698
    NIKE INC 9,740 12,500
    PEPSICO INC 3,246 24,980
    PFIZER 5,255 9,684
    PROCTOR & GAMBLE 1,122 35,734
    SPDR DJ WILSHIRE INTERNATIONAL 11,751 11,736
    STARBUCKS CORP 7,967 12,006
    UNITED TECHNOLOGIES 7,846 19,214
    VANGUARD EUROPE PACIFIC 161,111 160,283
    VANGUARD INFORMATION TECHNOLOGY 19,784 29,780
    VANGUARD MIDCAP VIPER 59,279 91,283
    VANGUARD REIT VIPER 34,763 44,649
    VANGUARD SMALL CAP VIPER 73,401 106,806
    VERIZON COMMUNICATIONS 10,251 13,866
    WALT DISNEY CO 8,912 10,508

    TY 2015 LegalFeesSchedule
    Name:
    ALLYN FAMILY FOUNDATION
    EIN:
    86-6296683
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    KATHRYN A. BRADLEY, P.C. LEGAL/TAX PREP 1,805 903   902


    TY 2015 OtherAssetsSchedule
    Name:
    ALLYN FAMILY FOUNDATION
    EIN:
    86-6296683
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DIVIDENDS RECEIVABLE 109 9 9
    DIVIDENDS RECEIVABLE 109 9 9
    DIVIDENDS RECEIVABLE 109 9 9


    TY 2015 OtherAssetsSchedule
    Name:
    ALLYN FAMILY FOUNDATION
    EIN:
    86-6296683
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DIVIDENDS RECEIVABLE 109 9 9
    DIVIDENDS RECEIVABLE 109 9 9
    DIVIDENDS RECEIVABLE 109 9 9


    TY 2015 OtherAssetsSchedule
    Name:
    ALLYN FAMILY FOUNDATION
    EIN:
    86-6296683
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DIVIDENDS RECEIVABLE 109 9 9
    DIVIDENDS RECEIVABLE 109 9 9
    DIVIDENDS RECEIVABLE 109 9 9


    TY 2015 OtherExpensesSchedule
    Name:
    ALLYN FAMILY FOUNDATION
    EIN:
    86-6296683
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    POSTAGE 40 40    
    SECRETARIAL 1,372     1,372


    TY 2015 OtherIncomeSchedule2
    Name:
    ALLYN FAMILY FOUNDATION
    EIN:
    86-6296683
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    CAPITAL GAINS 28,338    


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    ALLYN FAMILY FOUNDATION
    EIN:
    86-6296683
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Northern Trust Investment advisory 4,673 2,336   2,337


    TY 2015 TaxesSchedule
    Name:
    ALLYN FAMILY FOUNDATION
    EIN:
    86-6296683
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX PAID 261 261    
    FEDERAL ESTIMATED TX PAYMENTS 492