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
ANNABELLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1901 SAINT ANTOINE ST FLOOR 6
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DETROIT, MI48226
A Employer identification number

20-5184989
B Telephone number (see instructions)

(313) 393-7552
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$7,358,855
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) 250,000
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 193,025 193,025  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 173,503
b Gross sales price for all assets on line 6a 2,327,172
7 Capital gain net income (from Part IV, line 2)... 173,503
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........ 616,528 366,528  
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).........        
b Accounting fees (attach schedule)....... 3,675 1,838    
c Other professional fees (attach schedule).... 70,756 70,756    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 2,135 2,135    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 484      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 77,050 74,729   0
25 Contributions, gifts, grants paid....... 392,875 392,875
26 Total expenses and disbursements. Add lines 24 and 25 469,925 74,729   392,875
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 146,603
b Net investment income (if negative, enter -0-) 291,799
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............. 7,102 7,754 7,754
2 Savings and temporary cash investments......... 268,414 423,318 423,318
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)....... 1,920,438 Click to see attachment2,253,554 4,051,142
c Investments—corporate bonds (attach schedule)....... 2,464,224 Click to see attachment2,524,740 2,454,446
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 827,100 Click to see attachment425,000 419,530
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment3,150 Click to see attachment2,665 Click to see attachment2,665
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,490,428 5,637,031 7,358,855
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.................. 5,490,428 5,637,031
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 5,490,428 5,637,031
31 Total liabilities and net assets/fund balances (see instructions). 5,490,428 5,637,031
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
5,490,428
2
Enter amount from Part I, line 27a .....................
2
146,603
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
5,637,031
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
5,637,031
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 PUBLICLY TRADED SECURITIES P    
b PUBLICLY TRADED SECURITES P    
c
d
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 749,265   796,354 -47,089
b 1,502,448   1,357,315 145,133
c
d
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       -47,089
b       145,133
c
d
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 2 173,503
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 233,075 7,295,119 0.031949
2013 363,200 7,117,584 0.051029
2012 69,850 6,632,677 0.010531
2011 169,926 6,092,590 0.027891
2010 120,454 1,643,220 0.073304
2
Total of line 1, column (d) .....................
20.194704
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
0.038941
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
7,415,753
5
Multiply line 4 by line 3......................
5
288,777
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
2,918
7
Add lines 5 and 6........................
7
291,695
8
Enter qualifying distributions from Part XII, line 4.............
8
392,875
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 2,918
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 2,918
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 2,918
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 20,327
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 20,327
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 17,409
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet17,409 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)
    bulletMI
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletANTHONY CRACCHIOLO Telephone no.bullet (313) 393-7552

    Located atbullet1901 ST ANTOINE 6TH FLOORDETROITMI ZIP+4bullet48226
    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
    ANTHONY P CRACCHIOLO PRES-SEC-TRE
    1.00
    0 0 0
    1901 ST ANTOINE ST FLR 6
    DETROIT,MI48226
    JAY B COLVIN PRES-SEC-TRE
    1.00
    0 0 0
    1901 ST ANTOINE FLR 6
    DETROIT,MI48226
    ROBERT W FISHER DIRECTOR
    1.00
    0 0 0
    2275 STATE ROUTE 59
    KENT,OH44240
    SANDRA K CAMPBELL DIRECTOR
    1.00
    0 0 0
    27400 NORTHWESTERN HWY
    SOUTHFIELD,MI48037
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    PLANTE MORAN TRUST INVESTMENT MGT 70,756
    27400 NORTHWESTERN HWY
    SOUTHFIELD,MI48034
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    7,400,850
    b
    Average of monthly cash balances.......................
    1b
    124,926
    c
    Fair market value of all other assets (see instructions)................
    1c
    2,907
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,528,683
    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
    7,528,683
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    112,930
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    7,415,753
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    370,788
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    370,788
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    2,918
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,918
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    367,870
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    367,870
    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
    367,870
    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
    392,875
    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
    392,875
    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
    2,918
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    389,957
    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 7 367,870
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 4,941
    b From 2011......  
    c From 2012......  
    d From 2013...... 17,502
    e From 2014......  
    fTotal of lines 3a through e........ 22,443
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 392,875
    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..... 367,870
    e Remaining amount distributed out of corpus 25,005
    5 Excess distributions carryover applied to 2015.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 47,448
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    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) ...
    4,941
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......
    42,507
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013.... 17,502
    d Excess from 2014....  
    e Excess from 2015.... 25,005
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    ADOPT A PLATOON
    ADOPT A PLATOON
    PO BOX 5038
    PO BOX 5038
    HAGERSTOWN,MD217415038
    NONE PC GRANT TO SUPPORT TROOPS 5,000
    ADRIAN COLLEGE ENDOW FUND
    ADRIAN COLLEGE ENDOW FUNE
    110 SOUTH MADISON
    110 SOUTH MADISON
    ADRIAN,MI49221
    NONE PC CHRIS MOMEY FUND FOR SPEC ASSISTANCE 100,000
    AFS INTERCULTURAL PROGRAMS
    AFS INTERCULTURAL PROGRAMS
    ONE WHITEHALL ST 2ND FLR
    ONE WHITEHALL S 2ND FL
    NEW YORK,NY10004
    NONE PC SUPPORT OF DIVERSITY 1,000
    AKRON CHILDREN'S HOSPITAL FOUNDATIO
    AKRON CHILDREN'S HOSPITAL FOUNDATION
    ONE PERKINS SQUARE
    ONE PERKINS SQUARE
    AKRON,OH443986176
    NONE PC SUPPORT CHILDREN SERVICES 500
    AKRON WOMAN'S CITY CLUB
    AKRON WOMAN'S CITY CLUB
    732 WEST EXCHANGE ST
    732 WEST EXCHANGE ST
    AKRON,OH44302
    NONE PC LASTING IMPACT FUND 100,000
    ALICE LLOYD COLLEGE
    ALICE LLOYD COLLEGE
    100 PURPOSE ROAD
    100 PURPOSE ROAD
    PIPPA PASSES,KY41844
    NONE PC COLLEGE FUND 5,000
    ALZHEIMER'S ASSOCIATION
    ALZHEIMER'S ASSOCIATION
    70 W STREETSBORO ST
    70 W STREETSBORO ST
    HUDSON,OH44236
    NONE PC GENERAL SUPPORT 50
    AMERICAN CANCER SOCIETY
    AMERICAN CANCER SOCIETY
    3500 EMBASSY PKY 150
    3500 EMBASSY PKY 150
    FAIRLAWN,OH44333
    NONE PC AKRON DRIVE 50
    AMERICAN HEALTH ASST FOUNDATION
    AMERICAN HEALTH ASST FOUNDATION
    22512 GATEWAY CENTER DR
    22512 GATEWAY CENTER DR
    CLARKSBURG,MD20871
    NONE PC MACULAR DEGENERATION RESEARCH 500
    AMERICAN INDIAN COLLEGE FUND
    AMERICAN INDIAN COLLEGE FUND
    8333 GREENWOOD BLVD
    8333 GREENWOOD BLVD
    DENVER,CO80221
    NONE PC GENERAL FUND FOR SCHOLARSHIPS 1,500
    AMERICAN INDIAN EDUCATION FOUND
    AMERICAN INDIAN EDUCATION FOUNDATION
    PO BOX 27491
    PO BOX 27491
    ALBUQUERQUE,NM871259847
    NONE PC EDUCATION ADVANCEMENT 1,000
    AMERICAN KIDNEY FUND
    AMERICAN KIDNEY FUND
    11921 ROCKVILLE PIKE
    11921 ROCKVILLE PIKE
    ROCKVILLE,MD20852
    NONE PC MEDICAL RESEARCH 250
    AMERICAN LEGION
    AMERICAN LEGION
    PO BOX 21016
    PO BOX 21016
    TULSA,OK741211016
    NONE PC SUPPORT WOUNDED/DISABLED VETERANS 100
    ASPCA
    ASPCA
    PO BOX 96929
    PO BOX 96929
    WASHINGTON,DC200906929
    NONE PC GENERAL FUND 100
    BATH TOWNSHIP HISTORICAL SOCIETY
    BATH TOWNSHIP HISTORICAL SOCIETY
    1241 N CLEVE-MASS RD
    1241 N CLEVE-MASS RD
    AKRON,OH44333
    NONE PC PRESERVATION OF HISTORY 250
    BLINDED VETERANS ASSOC
    BLINDED VETERANS ASSOC
    477 H STREET NW
    477 H STREET NW
    WASHINGTON,DC20001
    NONE PC HELPING DISABLED VETERANS 500
    BRAILLE INSTITUTE
    BRAILLE INSTITUTE
    741 NORTH VERMONT AVE
    741 NORTH VERMONT AVE
    LOS ANGELES,CA900299988
    NONE PC GENERAL SUPPORT 250
    CAL FARLEY'S
    CAL FARLEY'S
    600 W 11TH
    600 W 11TH
    AMARILLO,TX791013228
    NONE PC PROMOTE FAMILY SERVICES 2,200
    COALITION TO SALUTE AMERICA HEROS
    COALITION TO SALUTE AMERICA HEROS
    PO BOX 96440
    PO BOX 96440
    WASHINGTON,DC200906440
    NONE PC TO HONOR VETERANS 4,000
    COLONIAL WILLIAMSBURG
    COLONIAL WILLIAMSBURG FOUNDATION
    PO BOX 1776
    PO BOX 1776
    WILLIAMSBURG,VA23187
    NONE PC HISTORICAL PRESERVATION 1,000
    CONCERNED WOMEN FOR AMERICA
    CONCERNED WOMEN FOR AMERICA
    PO BOX 6115
    PO BOX 6115
    PUEBLO,CO810087002
    NONE PC GENERAL FUND 200
    CULVER-STOCKTON COLLEGE
    CULVER-STOCKTON COLLEGE
    1 COLLEGE HILL
    1 COLLEGE HILL
    CANTON,MO63435
    NONE PC WOMEN'S EDUCATION 100,000
    COUNCIL OF INDIAN NATIONS
    COUNCIL OF INDIAN NATIONS
    PO BOX 1800
    PO BOX 1800
    APACHE JUNCTION,AZ851179981
    NONE PC GENERAL FUND 3,000
    DISABLED VETERANS NATL FOUND
    DISABLE VETERANS NATL FOUND
    1634 EYE ST NW STE 750
    1634 EYE ST NW STE 750
    WASHINGTON,DC20006
    NONE PC TO SUPPORT WAR VETERANS 600
    DOCTORS WITHOUT BORDERS
    DOCTORS WITHOUT BORDERS
    PO BOX 5022
    PO BOX 5022
    HAGERSTOWN,MD21741
    NONE PC MEDICAL HELP 1,000
    GEORGE WASHINGTON MT VERN
    GEORGE WASHINGTON MT VERNON
    PO BOX 1594
    PO BOX 1594
    MERRIFIELD,VA22116
    NONE PC HISTORICAL PRESERVATION 4,000
    GUIDE DOG FOUNDATION FOR THE BLIND
    GUIDE DOG FOUNDATION FOR THE BLIND
    371 E JERICHO TURNPIKE
    371 E JERICHO TURNPIKE
    SMITHTOWN,NY11787
    NONE PC TRAIN DOGS FOR THE BLIND 1,000
    GUIDEPOSTS FOUNDATION
    GUIDEPOSTS FOUNDATION
    39 OLD RIDGEBURY RD
    39 OLD RIDGEBURY RD
    DANBURY,CT06810
    NONE PC GENERAL FUND 100
    GUIDING EYES FOR THE BLIND
    GUIDING EYES FOR THE BLIND
    611 GRANITE SPRINGS RD
    611 GRANITE SPRINGS RD
    YORKTOWN HGTS,NY10598
    NONE PC TO HELP VISUALLY IMPAIRED 2,500
    HELEN KELLER INTERNATIONAL
    HELEN KELLER INTERNATIONAL
    352 PARK AVE SOUTH 12FL
    352 PARK AVE SOUTH 12F
    NEW YORK,NY10010
    NONE PC HELP FOR DISABLED 1,200
    HELP ME SEE
    HELP ME SEE
    20 WEST 36TH ST FLR 4
    20 WEST 36TH ST FLR 4
    NEW YORK,NY10018
    NONE PC TO HELP THE BLIND 500
    HOSPICE SUPPORT FUND
    HOSPICE SUPPORT FUND
    403 MURFREESBORO PIKE
    403 MURFREESBORO PIKE
    NASHVILLE,TN37210
    NONE PC GENERAL SUPPORT 100
    HUMANE SOCIETY OF THE UNITED STATES
    HUMANE SOCIETY OF THE UNITED STATES
    2100 L ST NW
    2100 L ST NW
    WASHINGTON,DC20037
    NONE PC SUPPORT OF ANIMALS 100
    HUMANE SOCIETY OF GREATER AKRON
    HUMANE SOCIETY OF GREATER AKRON
    7996 DARROW ROAD
    7996 DARROW ROAD
    TWINSBURG,OH44087
    NONE PC GENERAL FUND 200
    INTERNATIONAL EYE FOUNDATION
    INTERNATIONAL EYE FOUNDATION
    10801 CONNECTICUT AVE
    10801 CONNECTICUT AVE
    KENSINGTON,MD20895
    NONE PC TO HELP THE BLIND 500
    JANE GOODALL INTL INSTITUTE
    JANE GOODALL INTL INSTITUTE
    PO BOX 620429
    PO BOX 620429
    ATLANTA,GA303622429
    NONE PC PRESERVATION OF ANIMALS AND HABITATS 2,000
    KIDS WISH NETWORK
    KIDS WISH NETWORK
    4060 LOUIS AVE
    4060 LOUIS AVE
    HOLIDAY,FL34691
    NONE PC SUPPORT FOR ILL CHILDREN 100
    LEAGUE OF WOMEN VOTERS
    LEAGUE OF WOMEN VOTERS
    PO BOX 98050
    PO BOX 98050
    WASHINGTON,DC200908050
    NONE PC EDUCATION FUND 100
    LIGHTHOUSE INTERNATIONAL
    LIGHTHOUSE INTERNATIONAL
    PO BOX 17
    PO BOX 17
    NEW YORK,NY102750430
    NONE PC SUPPORT FOR THE BLIND 450
    MACULAR DEGENERATION ASSOC
    MACULAR DEGENERATION ASSOC
    5969 CATTLERIDGE BLVD
    5969 CATTLERIDGE BLVD
    SARASOTA,FL34232
    NONE PC GENERAL RESEARCH FUND 500
    MADD
    MADD
    PO BOX 758521
    PO BOX 758521
    TOPEKA,KS66675
    NONE PC SUPPORT FOR VICTIMS OF DRUNK DRIVERS 200
    MAKE-A-WISH FOUNDATION OF OH KY
    MAKE-A-WISH FOUNDATION OF OH KY
    PO BOX 97104
    PO BOX 97104
    WASHINGTON,DC200907104
    NONE PC TO SUPPORT TERMINALLY ILL 1,000
    MARINE TOYS FOR TOTS FOUNDATION
    MARINE TOYS FOR TOTS FOUNDATION
    PO BOX 227
    PO BOX 227
    QUANTICO,VA22134
    NONE PC GENERAL FUND 500
    MT ZWINGLI CHURCH
    MT ZWINGLI CHURCH
    2172 S MEDINA LINE RD
    2172 S MEDINA LINE RD
    WADSWORTH,OH44281
    NONE PC DR HUDSON FUND/BLDG FUND 5,000
    NATIONAL AUDUBON SOCIETY
    NATIONAL AUDUBON SOCIETY
    225 VARICK ST
    225 VARICK ST
    NEW YORK,NY10014
    NONE PC TO SUPPORT WILDLIFE 100
    NATIONAL GEOGRAPHIC SOCIETY
    NATIONAL GEOGRAPHIC SOCIETY
    1145 17TH ST NW
    1145 17TH ST NW
    WASHINGTON,DC20090
    NONE PC GENERAL FUND 100
    NATIONAL GLAUCOMA RESEARCH
    NATIONAL GLAUCOMA RESEARCH
    251 POST ST SUITE 600
    251 POST ST SUITE 600
    SAN FRANCISCO,CA94108
    NONE PC EYE DISEASE RESEARCH 100
    NATL LAW ENFORC OFF MEMORIAL FUND
    NATL LAW ENFORC OFF MEMORIAL FUND
    901 E ST NW STE 100
    901 E ST NW STE 100
    WASHINGTON,DC200042025
    NONE PC GENERAL FOR MEMORIALS 100
    NATIVE AMERICAN AID
    NATIVE AMERICAN AID
    16415 ADDISON ROAD
    16415 ADDISON ROAD
    ADDISON,TX75001
    NONE PC GENERAL SUPPORT 250
    NATIVE AMERICAN HERITAGE ASSOC
    NATIVE AMERICAN HERITAGE ASSOC
    830-F JOHN MARSHALL HWY
    830-F JOHN MARSHALL HWY
    FRONT ROYAL,VA22630
    NONE PC GENERAL SUPPORT 250
    NAVAJO RELIEF FUND
    NAVAJO RELIEF FUND
    16415 ADDISON ROAD
    16415 ADDISON ROAD
    ADDISON,TX75001
    NONE PC GENERAL SUPPORT 200
    OPERATION SMILE
    OPERATION SMILE
    PO BOX 5017
    PO BOX 5017
    HAGERSTOWN,MD217419716
    NONE PC GENERAL FUND 5,000
    PARALYZED VETERANS OF AMERICA
    PARALYZED VETERANS OF AMERICA
    PO BOX 758532
    PO BOX 758532
    TOPEKA,KS666759910
    NONE PC TO HELP VETERANS 1,000
    PROJECT HOPE
    PROJECT HOPE
    255 CARTER HALL LANE
    255 CARTER HALL LANE
    MILLWOOD,VA226460255
    NONE PC GENERAL FUND 600
    READING IS FUNDAMENTAL
    READING IS FUNDAMENTAL
    1730 RHODE ISLAND AVE NW
    1730 RHODE ISLAND AVE NW
    WASHINGTON,DC20036
    NONE PC TO SUPPORT EDUCATION 250
    SALVATION ARMY-SUMMIT
    SALVATION ARMY-SUMMIT
    PO BOX 1959
    PO BOX 1959
    AKRON,OH44309
    NONE PC COMMUNITY SUPPORT 5,000
    SHRINERS HOSP FOR CHILDR
    SHRINERS HOSPITAL FOR CHILDREN
    3229 BURNET AVE
    3229 BURNET AVE
    CINCINNATI,OH45229
    NONE PC CHILDRENS FUND 10,000
    SIOUX NATION RELIEF FUND
    SIOUX NATION RELIEF FUND
    PO BOX 758513
    PO BOX 758513
    TOPEKA,KS666759867
    NONE PC GENERAL FUND 500
    SOLDIER'S ANGELS
    SOLDIER'S ANGELS
    PO BOX 758513
    PO BOX 758513
    TOPEKA,KS666759910
    NONE PC TO SUPPORT VETERANS 1,000
    SPCA INTERNATIONAL
    SPCA INTERNATIONAL
    PO BOX 92240
    PO BOX 92240
    WASHINGTON,DC200902240
    NONE PC GENERAL FUND 275
    ST JOSEPH'S INDIAN SCHOOL
    ST JOSEPH'S INDIAN SCHOOL
    PO BOX 300
    PO BOX 300
    CHAMBERLAIN,SD573250300
    NONE PC PROMOTE EDUCATION 2,000
    ST LABRE INDIAN SCHOOL
    ST LABRE INDIAN SCHOOL
    ST LABRE INDIAN SCHOOL
    ST LABRE INDIAN SCHOOL
    ASHLAND,MT590041001
    NONE PC EDUCATION 1,250
    SW INDIAN RELIEF COUNCIL
    SW INDIAN RELIEF COUNCIL
    PO BOX 16777
    PO BOX 16777
    MESA,AZ852119963
    NONE PC COMMUNITY SUPPORT 500
    THE USO
    THE USO
    PO BOX 96860
    PO BOX 96860
    WASHINGTON,DC20077
    NONE PC SUPPORT FOR AMERICAN TROOPS 5,000
    UMRC HERITAGE FOUNDATION
    UMRC HERITAGE FOUNDATION
    805 WEST MIDDLE ST
    805 WEST MIDDLE ST
    CHELSEA,MI48118
    NONE PC CHELSEA RETIREMENT CENTER 5,000
    US OLYMPIC COMMITTEE
    US OLYMPIC COMMITTEE
    PO BOX 7010
    PO BOX 7010
    ALBERT LEA,MN56007
    NONE PC SUPPORT US OLYMPIC ATHLETES 500
    USA SHOOTING TEAM
    USA SHOOTING TEAM
    ONE OLYMPIC PLAZA
    ONE OLYMPIC PLAZA
    COLORADO SPRINGS,CO80909
    NONE PC TO SUPPORT OLYMPICS 100
    VOLUNTEERS OF AMERICA GREATER OH
    VOLUNTEERS OF AMERICA GREATER OH
    PO BOX 5230
    PO BOX 5230
    CLEVELAND,OH441010230
    NONE PC GENERAL SUPPORT 100
    WORLD WILDLIFE FUND
    WORLD WILDLIFE FUND
    1250 TWENTY FOURTH ST NW
    1250 TWENTY FOURTH ST NW
    WASHINGTON,DC20077
    NONE PC GENERAL SUPPORT FOR PRESERVATION 100
    WOUNDED WARRIOR PROJECT
    WOUNDED WARRIOR PROJECT
    PO BOX 758516
    PO BOX 758516
    TOPEKA,KS66675
    NONE PC HELPING DISABLED VETERANS 5,000
    WYCLIFFE ASSOCIATES
    WYCLIFFE ASSOCIATES
    PO BOX 620143
    PO BOX 620143
    ORLANDO,FL32862
    NONE PC GENERAL FUND 500
    Total .................................bullet 3a 392,875
    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....     14 193,025  
    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 ............
        18 173,503  
    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)..   366,528  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13366,528
    (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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2015
    Name of the organization
    ANNABELLE FOUNDATION
     
    Employer identification number

    20-5184989
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
    Name of organization
    ANNABELLE FOUNDATION
     
    Employer identification number
    20-5184989
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
     
     

    BETTY GODARD  
    2637 N REVERE ROAD
     
    AKRON, OH44333

    $ 250,000


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

       
     
     

    $  


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

       
     
     

    $  


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

       
     
     

    $  


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

       
     
     

    $  


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

       
     
     

    $  


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

    20-5184989
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 4
    Name of organization
    ANNABELLE FOUNDATION
     
    Employer identification number

    20-5184989
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No.from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2015 AccountingFeesSchedule
    Name:
    ANNABELLE FOUNDATION
    EIN:
    20-5184989
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 3,675 1,838    

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

    TY 2015 AmortizationSchedule
    Name:
    ANNABELLE FOUNDATION
    EIN:
    20-5184989
    Description of Amortized Expenses Date Acquired, Completed, or Expended Amount Amortized Deduction for Prior Years Amortization Method Current Year Amortization Net Investment Income Adjusted Net Income Total Amount of Amortization
    AMORTIZATION OF ORGANIZATION COSTS 2006-07-01 7,268 4,121 180.0000 484     4,605

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    ANNABELLE FOUNDATION
    EIN:
    20-5184989
    Name of Bond End of Year Book Value End of Year Fair Market Value
    MUTUAL FIXED FUNDS 2,524,740 2,454,446

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    ANNABELLE FOUNDATION
    EIN:
    20-5184989
    Name of Stock End of Year Book Value End of Year Fair Market Value
    MUTUAL FUND INTNL EQUITY 1,544,044 1,482,235
    MUTUAL EQUITY FUNDS 680,710 960,797
    COMMON STOCK 28,800 1,608,110

    TY 2015 InvestmentsOtherSchedule2
    Name:
    ANNABELLE FOUNDATION
    EIN:
    20-5184989
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS-ALTERNATIVE AT COST 425,000 419,530

    TY 2015 OtherAssetsSchedule
    Name:
    ANNABELLE FOUNDATION
    EIN:
    20-5184989
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ORGANIZATION COST, NET 3,150 2,665 2,665


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    ANNABELLE FOUNDATION
    EIN:
    20-5184989
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PLANTE MORAN INVEST MGT FEES 70,756 70,756    


    TY 2015 TaxesSchedule
    Name:
    ANNABELLE FOUNDATION
    EIN:
    20-5184989
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX WITHHELD 2,135 2,135    
    FEDERAL EXCISE TAX