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 05-01-2015 , and ending 04-30-2016
Name of foundation
THE WILLIAM C BANNERMAN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)9255 SUNSET BLVD No 400
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WEST HOLLYWOOD, CA90069
A Employer identification number

95-6061353
B Telephone number (see instructions)

(310) 273-9933
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$8,601,470
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 3,736 3,736  
4 Dividends and interest from securities... 50,249 50,249  
5a Gross rents............ 336,093 336,093  
b Net rental income or (loss) 207,815
6a Net gain or (loss) from sale of assets not on line 10 -37,818
b Gross sales price for all assets on line 6a 1,834,075
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 352,260 390,078  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 40,000 4,000   36,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 26,603 2,660   23,943
16a Legal fees (attach schedule)......... 185 0   185
b Accounting fees (attach schedule)....... 15,212 5,506   9,706
c Other professional fees (attach schedule).... 25,718 25,718   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 39,176 993   320
19 Depreciation (attach schedule) and depletion... 13,495 13,495  
20 Occupancy.............. 17,167 1,717   15,450
21 Travel, conferences, and meetings....... 7,270 0   7,270
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 120,751 115,253   5,498
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 305,577 169,342   98,372
25 Contributions, gifts, grants paid....... 301,000 301,000
26 Total expenses and disbursements. Add lines 24 and 25 606,577 169,342   399,372
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -254,317
b Net investment income (if negative, enter -0-) 220,736
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............. 14,528 22,127 22,127
2 Savings and temporary cash investments......... 1,139,773 1,610,945 1,610,945
3 Accounts receivable bullet12,735
Less: allowance for doubtful accounts bullet   14,223 12,735 12,735
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.......... 1,659 1,659 1,659
10a Investments—U.S. and state government obligations (attach schedule) 0 Click to see attachment143,992 143,998
b Investments—corporate stock (attach schedule)....... 1,204,090 Click to see attachment1,572,029 1,765,305
c Investments—corporate bonds (attach schedule)....... 501,365 Click to see attachment525,444 530,997
11 Investments—land, buildings, and equipment: basis bullet1,333,971
Less: accumulated depreciation (attach schedule) bullet982,258 365,208 Click to see attachment351,713 3,707,462
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,110,664 Click to see attachment859,344 804,782
14 Land, buildings, and equipment: basis bullet2,278
Less: accumulated depreciation (attach schedule) bullet2,278      
15 Other assets (describe bullet) Click to see attachment1,460 Click to see attachment1,460 Click to see attachment1,460
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,352,970 5,101,448 8,601,470
Liabilities 17 Accounts payable and accrued expenses.......... 820 790
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 attachment26,170 Click to see attachment28,995
23 Total liabilities (add lines 17 through 22)......... 26,990 29,785
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........ 6,948,725 6,948,725
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds -1,622,745 -1,877,062
30 Total net assets or fund balances (see instructions)..... 5,325,980 5,071,663
31 Total liabilities and net assets/fund balances (see instructions). 5,352,970 5,101,448
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
5,325,980
2
Enter amount from Part I, line 27a .....................
2
-254,317
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,071,663
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
5,071,663
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 Sanofi P 2014-11-25 2015-05-15
b Costco Wholesale Corp P 2014-10-28 2015-06-15
c Novozymes P 2014-10-21 2015-08-21
d Keurig Green Mountain Inc P 2015-06-09 2015-12-07
e Keurig Green Mountain Inc P 2015-06-15 2015-12-07
Keurig Green Mountain Inc P 2015-06-16 2015-12-07
Keurig Green Mountain Inc P 2015-06-30 2015-12-07
Keurig Green Mountain Inc P 2015-08-04 2015-12-07
Adobe Systems Inc P 2015-03-18 2016-01-19
Adobe Systems Inc P 2015-04-01 2016-01-19
PayPal Holdings Inc P 2015-09-11 2016-02-17
Consolidated Edison Co NY Inc P 2016-01-07 2016-04-22
Costco Wholesale Corp P 2014-05-02 2015-05-15
O Reilly Automotive Inc P 2014-05-02 2015-05-20
Costco Wholesale Corp P 2014-05-02 2015-05-20
Costco Wholesale Corp P 2014-05-02 2015-06-15
Intercontinental Exchange Group P 2014-05-02 2015-06-15
Mastercard Inc P 2014-05-05 2015-06-15
Newell Rubbermaid Inc P 2014-05-02 2015-06-15
3M Company P 2014-05-05 2015-06-15
Newell Rubbermaid Inc P 2014-05-02 2015-07-16
TJX Companies Inc P 2014-05-02 2015-08-17
Newell Rubbermaid Inc P 2014-05-02 2015-09-23
O Reilly Automotive Inc P 2014-05-05 2015-09-23
TJX Companies Inc P 2014-05-02 2015-09-23
Texas Instruments Inc P 2014-05-02 2015-10-21
Texas Instruments Inc P 2014-05-02 2015-10-29
Ryanair Holdings Plc P 2015-11-02 2015-11-03
PayPal Holdings Inc P 2014-05-02 2015-11-16
Apple Computer Inc P 2008-01-22 2016-01-07
Apple Computer Inc P 2008-01-22 2016-01-07
JP Morgan Chase & Co P 2009-03-19 2016-01-07
Adobe Systems Inc P 2015-03-18 2016-01-13
O Reilly Automotive Inc P 2014-05-05 2016-01-29
PayPal Holdings Inc P 2014-05-02 2016-01-29
PayPal Holdings Inc P 2014-06-03 2016-01-29
PayPal Holdings Inc P 2014-06-17 2016-01-29
PayPal Holdings Inc P 2014-10-17 2016-01-29
PayPal Holdings Inc P 2014-10-17 2016-02-17
PayPal Holdings Inc P 2014-10-28 2016-02-17
Newell Rubbermaid Inc P 2014-05-02 2016-02-01
O Reilly Automotive Inc P 2014-05-05 2016-02-10
O Reilly Automotive Inc P 2014-11-17 2016-02-10
Intuit Inc P 2014-05-02 2016-02-29
TJX Companies Inc P 2014-05-02 2016-03-03
TJX Companies Inc P 2014-05-20 2016-03-03
TJX Companies Inc P 2014-05-20 2016-03-11
TJX Companies Inc P 2014-06-03 2016-03-11
TJX Companies Inc P 2014-06-26 2016-03-11
Eversource Energy P 2014-07-22 2016-03-21
Progressive Corp P 2014-05-02 2016-03-21
Eversource Energy P 2014-07-22 2016-04-07
Eversource Energy P 2014-07-22 2016-04-12
Eversource Energy P 2014-09-17 2016-04-12
Texas Instruments Inc P 2014-05-02 2016-04-26
Arbitrage Fund P 2014-10-30 2015-12-11
Arbitrage Fund P 2014-10-30 2016-02-10
Sanofi P 2014-06-19 2015-05-15
Sanofi P 2014-06-20 2015-05-15
Sanofi P 2014-09-10 2015-05-15
Cimarex Energy Co P 2014-07-31 2015-05-04
Praxair Inc P 2014-10-27 2015-07-30
NOW Inc P 2014-09-10 2015-08-06
NOW Inc P 2014-09-11 2015-08-06
NOW Inc P 2014-10-02 2015-08-06
NOW Inc P 2014-10-03 2015-08-06
Novozymes P 2014-11-25 2015-08-21
Herman Miller Inc P 2014-11-18 2015-09-21
Herman Miller Inc P 2014-12-02 2015-09-21
Herman Miller Inc P 2014-12-18 2015-09-21
Herman Miller Inc P 2014-12-18 2015-09-22
Keurig Green Mountain Inc P 2015-05-15 2015-11-18
Keurig Green Mountain Inc P 2015-06-09 2015-11-18
iShares MSCI Germany ETF P 2015-04-02 2015-12-11
Wisdomtree Japan Hedged Equity P 2015-04-02 2015-12-11
Wisdomtree Europe Hedged Equity P 2015-04-02 2015-12-11
Gallagher Arthur J & Co P 2016-01-07 2016-01-11
Valley National Bancorp P 2016-01-07 2016-01-11
People's United Financial P 2016-01-07 2016-01-25
Select Sector Spdr Trust-Financial P 2016-01-07 2016-01-22
Wisdomtree Japan Hedged Equity P 2015-04-02 2016-02-10
Wisdomtree Europe Hedged Equity P 2015-04-02 2016-02-10
Wisdomtree Europe Hedged Equity P 2015-04-02 2016-02-10
Microsoft Corp P 2016-01-07 2016-02-25
Pepco Holdings Inc P 2016-01-07 2016-03-02
Mainstay Funds Tr Marketfield Fund P 2014-10-30 2015-10-23
Mainstay Funds Tr Marketfield Fund P 2014-11-19 2015-10-23
Virtus Emerging Markets Opport P 2014-12-23 2015-12-11
Sanofi P 2014-05-02 2015-05-15
Sanofi P 2014-05-13 2015-05-15
Roche Holding Ltd P 2014-05-02 2015-06-16
Praxair Inc P 2014-05-05 2015-07-01
Praxair Inc P 2014-05-05 2015-07-02
Praxair Inc P 2014-05-05 2015-07-16
Praxair Inc P 2014-05-05 2015-07-30
NOW Inc P 2014-07-23 2015-08-06
NOW Inc P 2014-07-25 2015-08-06
NOW Inc P 2014-07-28 2015-08-06
Novozymes P 2014-05-05 2015-08-19
Novozymes P 2014-05-05 2015-08-20
Novozymes P 2014-05-05 2015-08-21
Herman Miller Inc P 2014-05-06 2015-09-17
Herman Miller Inc P 2014-05-06 2015-09-18
Herman Miller Inc P 2014-05-06 2015-09-21
Keurig Green Mountain Inc P 2015-05-15 2015-10-23
iShares MSCI Germany ETF P 2014-11-19 2015-12-11
American Express Company P 2014-05-02 2016-01-22
US Bancorp P 2014-05-02 2016-04-07
Robert Half International Inc P 2014-05-02 2016-04-12
NOW Inc P 2014-10-03 2016-04-20
NOW Inc P 2014-10-28 2016-04-20
Pimco Funds All Assets P 2010-08-20 2015-11-19
Wells Fargo Fds Tr WFA Absol Return Fnd P 2014-10-30 2015-12-11
Wells Fargo Fds Tr WFA Absol Return Fnd P 2014-11-19 2015-12-11
AMG Funds P 2014-10-30 2015-12-11
AMG Funds P 2014-11-19 2015-12-11
Fundvantage Tr EIC Value Fund P 2014-10-30 2015-12-11
Fundvantage Tr EIC Value Fund P 2014-11-19 2015-12-11
First Eagle Funds P 2014-10-30 2015-12-11
Harris Assoc Invt Tr Oakmark Fund P 2014-10-30 2015-12-11
Harris Assoc Invt Tr Oakmark Fund P 2014-11-19 2015-12-11
Virtus Emerging Markets Opport Fund P 2014-10-30 2015-12-11
Virtus Emerging Markets Opport Fund P 2014-11-19 2015-12-11
Green Century Balanced Fund P 2014-12-02 2016-01-07
Green Century Equity Fund P 2014-12-02 2016-01-07
Fundvantage Tr EIC Value Fund P 2014-11-19 2016-02-10
Harris Assoc Invt Tr Oakmark Fund P 2014-11-19 2016-02-10
Analog Devices Inc P 2014-10-31 2015-12-18
Capital Gains Dividends P    
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 3,626   3,429 197
b 6,594   6,262 332
c 4,112   3,882 230
d 4,483   4,258 225
e 3,407   3,217 190
2,690   2,515 175
8,698   7,406 1,292
3,228   2,742 486
2,610   2,235 375
7,199   5,945 1,254
913   825 88
7,499   6,906 593
2,311   1,854 457
3,336   2,231 1,105
2,731   2,201 530
3,297   2,780 517
3,795   3,253 542
2,050   1,628 422
4,297   3,084 1,213
4,677   4,198 479
1,174   815 359
1,491   1,233 258
3,287   2,327 960
2,447   1,487 960
1,564   1,292 272
6,751   5,878 873
3,513   2,847 666
4,372   2,975 1,397
5,436   4,901 535
9,682   2,228 7,454
58,094   13,366 44,728
24,102   10,256 13,846
8,870   7,707 1,163
5,903   3,421 2,482
6,302   5,760 542
453   400 53
592   506 86
662   557 105
1,644   1,319 325
7,561   6,436 1,125
2,559   1,920 639
4,106   2,529 1,577
4,830   3,562 1,268
2,518   1,971 547
4,383   3,464 919
2,080   1,558 522
3,230   2,392 838
1,052   758 294
601   421 180
3,325   2,636 689
6,733   4,788 1,945
4,600   3,682 918
397   318 79
4,705   3,787 918
2,910   2,250 660
51,000   49,988 1,012
29,700   29,470 230
906   977 -71
1,662   1,797 -135
2,468   2,740 -272
1,104   1,257 -153
6,398   7,031 -633
390   703 -313
1,629   2,944 -1,315
797   1,311 -514
372   617 -245
2,467   2,643 -176
2,177   2,344 -167
1,306   1,369 -63
2,786   2,847 -61
1,543   1,601 -58
4,048   9,476 -5,428
1,052   2,214 -1,162
5,456   6,363 -907
8,228   8,703 -475
22,219   25,805 -3,586
6,674   6,917 -243
6,720   6,922 -202
6,219   6,938 -719
18,254   19,217 -963
23,201   31,761 -8,560
21,291   30,006 -8,715
3,454   4,868 -1,414
6,764   6,947 -183
6,271   6,891 -620
49,817   54,315 -4,498
73,685   80,000 -6,315
204   229 -25
5,338   5,717 -379
1,058   1,104 -46
7,560   7,683 -123
1,672   1,830 -158
1,544   1,699 -155
4,971   5,490 -519
3,428   3,922 -494
2,957   5,584 -2,627
443   828 -385
124   231 -107
308   341 -33
2,383   2,676 -293
260   292 -32
3,443   3,655 -212
3,273   3,501 -228
551   584 -33
3,477   5,970 -2,493
46,763   49,727 -2,964
10,495   16,411 -5,916
2,955   3,037 -82
4,026   4,083 -57
1,206   1,970 -764
1,980   3,194 -1,214
46,928   53,846 -6,918
48,189   53,538 -5,349
35,811   40,176 -4,365
114,993   125,875 -10,882
21,757   24,484 -2,727
110,184   123,006 -12,822
8,316   9,625 -1,309
147,000   154,251 -7,251
108,860   117,941 -9,081
25,790   28,689 -2,899
76,400   90,000 -13,600
67,716   80,000 -12,284
43,960   50,000 -6,040
92,938   100,000 -7,062
18,330   22,212 -3,882
29,900   37,994 -8,094
30,237   30,918 -681
42,807     42,807
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       197
b       332
c       230
d       225
e       190
      175
      1,292
      486
      375
      1,254
      88
      593
      457
      1,105
      530
      517
      542
      422
      1,213
      479
      359
      258
      960
      960
      272
      873
      666
      1,397
      535
      7,454
      44,728
      13,846
      1,163
      2,482
      542
      53
      86
      105
      325
      1,125
      639
      1,577
      1,268
      547
      919
      522
      838
      294
      180
      689
      1,945
      918
      79
      918
      660
      1,012
      230
      -71
      -135
      -272
      -153
      -633
      -313
      -1,315
      -514
      -245
      -176
      -167
      -63
      -61
      -58
      -5,428
      -1,162
      -907
      -475
      -3,586
      -243
      -202
      -719
      -963
      -8,560
      -8,715
      -1,414
      -183
      -620
      -4,498
      -6,315
      -25
      -379
      -46
      -123
      -158
      -155
      -519
      -494
      -2,627
      -385
      -107
      -33
      -293
      -32
      -212
      -228
      -33
      -2,493
      -2,964
      -5,916
      -82
      -57
      -764
      -1,214
      -6,918
      -5,349
      -4,365
      -10,882
      -2,727
      -12,822
      -1,309
      -7,251
      -9,081
      -2,899
      -13,600
      -12,284
      -6,040
      -7,062
      -3,882
      -8,094
      -681
      42,807
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 -37,818
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 390,344 8,008,725 0.048740
2013 396,333 7,857,826 0.050438
2012 341,245 7,960,934 0.042865
2011 400,251 7,705,912 0.051941
2010 377,925 7,549,020 0.050063
2
Total of line 1, column (d) .....................
20.244047
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
0.048809
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
8,703,893
5
Multiply line 4 by line 3......................
5
424,828
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
2,207
7
Add lines 5 and 6........................
7
427,035
8
Enter qualifying distributions from Part XII, line 4.............
8
399,372
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2015)
Form 990-PF (2015)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 4,415
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 4,415
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,415
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 19,680
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 19,680
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 15,265
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet6,000 RefundedBullet 11 9,265
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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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)
    bulletNV, CA
    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 ofbulletWILLIAM BANNERMAN FOUNDATION Telephone no.bullet (310) 273-9933

    Located atbullet9255 SUNSET BLVD SUITE 400W HOLLYWOODCA ZIP+4bullet90069
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    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
    ELLIOT PONCHICK PRESIDENT
    25.00
    40,000 0 0
    9255 SUNSET BLVD SUITE 400
    WEST HOLLYWOOD,CA90069
    Gail Matthews TREASURER
    1.00
    0 0 0
    9255 SUNSET BLVD SUITE 400
    WEST HOLLYWOOD,CA90069
    Elizabeth T Ponchick VICE-PRESIDENT
    1.00
    0 0 0
    9255 SUNSET BLVD SUITE 400
    WEST HOLLYWOOD,CA90069
    Will Frost Director
    1.00
    0 0 0
    9255 SUNSET BLVD SUITE 400
    wEST HOLLYWOOD,CA90069
    William D Frost Director
    1.00
    0 0 0
    9255 SUNSET BLVD SUITE 400
    weST HOLLYWOOD,CA90069
    Mark Eiduson director
    1.00
    0 0 0
    9255 SUNSET BLVD SUITE 400
    weST HOLLYWOOD,CA90069
    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.........................bullet0
    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
    3,891,252
    b
    Average of monthly cash balances.......................
    1b
    1,212,367
    c
    Fair market value of all other assets (see instructions)................
    1c
    3,732,821
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,836,440
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    8,836,440
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    132,547
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    8,703,893
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    435,195
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    435,195
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    4,415
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,415
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    430,780
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    430,780
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    430,780
    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
    399,372
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    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
    399,372
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    399,372
    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 7 430,780
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 276,245
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 399,372
    a Applied to 2014, but not more than line 2a 276,245
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2015 distributable amount..... 123,127
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2015. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    307,653
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......
    0
    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 e-mail address of the person to whom applications should be addressed:
    ELLIOT PONCHICK
    9255 SUNSET BLVD SUITE 400
    WEST HOLLYWOOD,CA90069
    (310) 273-9933
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS SHOULD BE SUBMITTED IN WRITING, TWO PAGES OR LESS. ALL APPLICATIONS MUST CONTAIN A BRIEF DESCRIPTION OF THE ORGANIZATION AND ITS MISSION, A GRANT PURPOSE STATEMENT (I.E., A DESCRIPTION OF THE PROGRAM FOR WHICH THE GRANT IS BEING REQUESTED AND THE NEED OR PROBLEM ADDRESSED BY THE PROGRAM). THE APPLICANT MUST SUBMIT COPIES OF THE ORGANIZATION'S IRS DETERMINATION LETTER OF 501(C)(3) STATUS AND ANY STATE DOCUMENTATION OF EXEMPT STATUS. APPLICANT SHOULD BE PREPARED TO SUMBIT BUDGET SUMMARIES AND RELATED FINANCIAL RECORDS IF REQUESTED.
    cAny submission deadlines:
    ALL APPLICATIONS SHOULD BE SUBMITTED BY OCTOBER 31ST OF EACH YEAR.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOUNDATION'S PRINCIPAL FUNDING AREAS ARE: EDUCATION (KINDERGARTEN THROUGH 12TH GRADE), WOMEN & CHILDREN, AND THE ENVIRONMENT. THE FOUNDATION'S GEOGRAPHICAL FUNDING AREA IS LIMITED TO LOS ANGELES COUNTY, WITH THE EXCEPTION OF ENVIRONMENTAL GRANTS AND OTHER SPECIFIC NEED GRANTS AS DETERMINED APPROPRIATE BY THE BOARD. ORGANIZATINS BASED OUTSIDE THE COUNTY WILL BE CONSIDERED, BUT ONLY IF THEIR PROGRAM(S) PROVIDE SERVICES WITHIN THE LOS ANGELES COUNTY AREA
    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
    ANIMAL SAMARITANS SPCA
    72120 Pet Land Place
    Thousand Palms,CA92276
    none PC Education - van for outreach 24,000
    Arts for All
    1055 Wilshire Blvd Suite 800
    Los Angeles,CA90017
    none PC Education - arts education 1,000
    Ben Franklin HS
    820 North Avenue 54
    Los Angeles,CA90042
    none PC Education - robotics team 5,000
    Boys & Girls Club of the West Valley
    7245 Remmet Ave
    Canoga Park,CA91303
    none PC Education - college bound 10,000
    Camino Nuevo Charter Academy
    3435 West Temple Street
    Los Angeles,CA90026
    none PC Education - classroom 25,000
    ChildServ
    8765 W Higgins Rd Suite 450
    Chicago,IL60631
    none PC Education - home instruction for preschool 2,000
    High Tech High-LA
    17111 Victory Blvd
    Lake Balboa,CA91406
    none PC Education - scholarships 2,000
    James Foshay Learning Center
    3751 S Harvard Blvd
    Los Angeles,CA90018
    none PC Education - FIRST robotics 5,000
    KCETLink
    2900 W Alameda
    Burbank,CA91505
    none PC Education - general programming 2,500
    KPFK 907 FM
    3729 Cahuenga Blvd West
    No Hollywood,CA91604
    none PC Education - talk radio/current affairs 500
    LA Hospitality Training Academy
    130 S Alvarado St 2nd Fl
    Los Angeles,CA90057
    none PC Education - training and job placement 7,500
    LA World Affairs Council
    3535 Hayden Ave Suite 200
    Culver City,CA90232
    none PC Education - high school programs 7,500
    Northeastern University
    360 Huntington Avenue
    Boston,MA02115
    none PC Education - scholarships 1,000
    Proyecto Pastoral at Dolores Mission
    135 North Mission Road
    Los Angeles,CA90033
    none PC Education - after school tutoring 10,000
    School on Wheels
    PO Box 23371
    Ventura,CA93002
    none PC Education - help homeless children with education programs 10,000
    Skeptics Society
    PO Box 38
    Altadena,CA91001
    none PC Education - science education 1,000
    Star Education
    10117 W Jefferson Blvd
    Culver City,CA90232
    none PC Education - Galaxy G4 afterschool 15,000
    The Plato Society of LA
    1083 Gayley Ave 2nd Floor
    Los Angeles,CA90024
    none PC Education - continuing education programs 2,000
    The Posse Foundation Inc
    515 South Figueroa St Ste 300
    Los Angeles,CA90071
    none PC Education - college access and scholarships 10,000
    The Wildwoods Foundation
    1910 Magnolia Ave Suite 403
    Los Angeles,CA90007
    none PC Education - A Drop in the Bucket program 5,000
    Coalition for Clean Air
    800 Wilshire Blvd Suite 1010
    Los Angeles,CA90017
    none PC Environment - air quality monitoring 2,000
    Animal Defenders Int'l
    6100 Wilshire Blvd Ste 1150
    Los Angeles,CA90048
    none PC Environment - Lion's Ark movie 2,000
    Center for Biological Diversity
    PO Box 710
    Tucson,AZ85702
    none PC Environment - protection of endangered species 1,000
    CLCV Education Fund
    6310 San Vicente Blvd Ste 425
    Los Angeles,CA90048
    none PC Environment - environmental education programs 10,000
    Cook Inletkeeper
    PO Box 3269
    Homer,AK99603
    none PC Environment - wild salmon refugia 2,000
    GRID Alternatives
    1338 South Flower Street
    Los Angeles,CA90015
    none PC Environment - solar electric installations 10,000
    Gulf of Alaska Keeper
    4040 Twilight Lane
    Anchorage,AK99516
    none PC Environment - plastic and debris clean up on AK coast 10,000
    John Muir Project
    PO Box 897
    Big Bear City,CA92314
    none PC Environment - education and outreach 10,000
    Mono Lake Committee
    PO Box 29
    Lee Vining,CA93541
    none PC Environment - education and outreach programs 2,000
    Rainforest Action Network
    425 Bush Street Suite 300
    San Francisco,CA94108
    none PC Environment - palm oil, pulp and paper campaign 10,000
    Sustainable Conservation
    98 Battery Street Suite 302
    San Francisco,CA94111
    none PC Environment - water and agricultural sustainability 10,000
    Treepeople
    12601 Mulholland Drive
    Beverly Hills,CA90210
    none PC Environment - rainwater capture 1,000
    Wildaid
    333 Pine Street Suite 300
    San Francisco,CA94104
    none PC Environment - shark and rhino protection 5,000
    World Wildlife Fund
    1250 Twenty-Fourth St NW
    Washington,DC20037
    none PC Environment - rhino protection 5,000
    Dysautonomia Youth Network
    1301 Greengate Court
    Waldorf,MD20601
    none PC Women/Child - youth with dysautonomia 2,000
    Jewish Vocational Services
    6505 Wilshire Blvd Suite 200
    Los Angeles,CA90048
    none PC Women/Child - mentoring and job coaching 10,000
    KMG- Ethiopia
    6420 Wilshire Blvd Suite 700
    Los Angeles,CA90048
    none PC Women/Child - self help programs for women in Ethiopia 10,000
    NICASA
    31979 N Fish Lake Road
    Round Lake,IL60073
    none PC Women/Child - youth treatment services 2,000
    Planned Parenthood of LA
    400 West 30th Street
    Los Angeles,CA90007
    none PC Women/Child - West Hollywood clinic 25,000
    Epilepsy Fdn of Greater LA
    5777 West Century Blvd
    Los Angeles,CA90045
    none PC General - care and education programs 2,000
    Glendale Communitas Initiative
    350 N Glendale Ave Ste B265
    Glendale,CA91206
    none PC General - poverty recovery programs 2,500
    KPCC FM 893
    474 S Raymond Ae
    Pasadena,CA91105
    none PC General - talk radio/current affairs 500
    NICASA
    31979 N Fish Lake Road
    Round Lake,IL60073
    none PC General - youth treatment services 17,500
    PBS SoCal
    PO Box 33816
    Los Angeles,CA90033
    none PC General - general programming 2,500
    Surgical Oncology Research Fund
    8700 Beverly Blvd
    Los Angeles,CA90048
    none PC General - multiple sarcoma research 1,000
    Total .................................bullet 3a 301,000
    bApproved for future payment
    Total .................................bullet 3b 0
    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 3,736  
    4 Dividends and interest from securities....     14 50,249  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 207,815  
    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 -37,818  
    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).. 0 223,982 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13223,982
    (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:
    THE WILLIAM C BANNERMAN FOUNDATION
    EIN:
    95-6061353
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    accounting fees 11,012 5,506   5,506
    TAX PREPARATION FEE 4,200 0   4,200

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2015 DepreciationSchedule
    Name:
    THE WILLIAM C BANNERMAN FOUNDATION
    EIN:
    95-6061353
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    Alwood - Land 1987-03-31 85,000   L   0 0    
    Alwood - Building 1989-03-31 340,000 327,323 SL 27.500000000000 12,364 12,364    
    Alwood - Roof 1993-11-22 5,410 4,226 SL 27.500000000000 197 197    
    12181 Peacock - Land 1987-03-31 129,000   L   0 0    
    12181 Peacock - Building 1988-03-31 301,000 301,000 SL 27.500000000000 0 0    
    12181 Peacock - Repipe 1990-11-01 9,800 8,722 SL 27.500000000000 356 356    
    12181 Peacock - Roof 1998-01-31 7,632 4,799 SL 27.500000000000 278 278    
    12201 Peacock - Land 1987-03-31 130,500   L   0 0    
    12201 Peacock - Building 1988-03-31 304,500 304,500 SL 27.500000000000 0 0    
    12201 Peacock - Plumbing 1987-05-01 12,878 12,878 SL 27.500000000000 0 0    
    12201 Peacock - Roof repairs 1994-01-04 900 702 SL 27.500000000000 33 33    
    12201 Peacock - Roof 1998-01-21 7,352 4,618 SL 27.500000000000 267 267    
    Chair 1991-07-03 746 746 SL 7.000000000000 0 0    
    Telephone Equip 1998-02-27 682 682 SL 5.000000000000 0 0    
    Desk, File Cabinet, Phones 2006-07-07 850 850 SL 5.000000000000 0 0    

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    THE WILLIAM C BANNERMAN FOUNDATION
    EIN:
    95-6061353
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 525,444 530,997

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    THE WILLIAM C BANNERMAN FOUNDATION
    EIN:
    95-6061353
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCKS - VARIOUS 1,572,029 1,765,305

    TY 2015 InvestmentsGovtObligationsSch
    Name:
    THE WILLIAM C BANNERMAN FOUNDATION
    EIN:
    95-6061353
    US Government Securities - End of Year Book Value:

    143,992
    US Government Securities - End of Year Fair Market Value:

    143,998
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2015 InvestmentsLandSchedule2
    Name:
    THE WILLIAM C BANNERMAN FOUNDATION
    EIN:
    95-6061353
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Alwood - Land 85,000 0 85,000  
    Alwood - Building 340,000 339,687 313  
    Alwood - Roof 5,410 4,423 987  
    12181 Peacock - Land 129,000 0 129,000  
    12181 Peacock - Building 301,000 301,000 0  
    12181 Peacock - Repipe 9,800 9,078 722  
    12181 Peacock - Roof 7,632 5,077 2,555  
    12201 Peacock - Land 130,500 0 130,500  
    12201 Peacock - Building 304,500 304,500 0  
    12201 Peacock - Plumbing 12,878 12,878 0  
    12201 Peacock - Roof repairs 900 735 165  
    12201 Peacock - Roof 7,352 4,885 2,467  

    TY 2015 InvestmentsOtherSchedule2
    Name:
    THE WILLIAM C BANNERMAN FOUNDATION
    EIN:
    95-6061353
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    mutual funds AT COST 859,344 804,782

    TY 2015 LegalFeesSchedule
    Name:
    THE WILLIAM C BANNERMAN FOUNDATION
    EIN:
    95-6061353
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 185 0   185


    TY 2015 OtherAssetsSchedule
    Name:
    THE WILLIAM C BANNERMAN FOUNDATION
    EIN:
    95-6061353
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    other Deposits 1,460 1,460 1,460


    TY 2015 OtherExpensesSchedule
    Name:
    THE WILLIAM C BANNERMAN FOUNDATION
    EIN:
    95-6061353
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUES & SUBSCRIPT 1,270 0   1,270
    offICE SUPP/PHONE/MISC 3,765 377   3,388
    insurance 933 93   840
    RENTAL: PROPERTY TAXES 24,940 24,940   0
    RENTAL: MANAGEMENT FEES 27,175 27,175   0
    RENTAL: REP & MAINT 37,001 37,001   0
    RENTAL: UTILITIES 15,822 15,822   0
    RENTAL: MISC EXP 3,035 3,035   0
    RENTAL: SUPPLIES & POSTAGE 765 765   0
    RENTAL: INSURANCE 6,045 6,045   0


    TY 2015 OtherLiabilitiesSchedule
    Name:
    THE WILLIAM C BANNERMAN FOUNDATION
    EIN:
    95-6061353
    Description Beginning of Year - Book Value End of Year - Book Value
    SECURITY DEPOSITS 26,170 28,995


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    THE WILLIAM C BANNERMAN FOUNDATION
    EIN:
    95-6061353
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 25,718 25,718   0


    TY 2015 TaxesSchedule
    Name:
    THE WILLIAM C BANNERMAN FOUNDATION
    EIN:
    95-6061353
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 3,186 318   0
    FTB Filing Fee 10 0   0
    IRS Excise Tax 34,985 0   0
    Other Tax/License 250 0   250
    Foreign Taxes Paid 675 675   0
    Property Taxes 70 0   70