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
WOLDENBERG FOUNDATION
C/O TRUDI BRIEDE
Number and street (or P.O. box number if mail is not delivered to street address)524 METAIRIE ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
METAIRIE, LA70005
A Employer identification number

72-6022665
B Telephone number (see instructions)

(504) 837-1500
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$32,371,091J 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) 0
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 24 24  
4 Dividends and interest from securities... 388,171 388,171  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,234,821
b Gross sales price for all assets on line 6a 9,810,196
7 Capital gain net income (from Part IV, line 2)... 2,234,821
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 11,838 11,838 0
12 Total. Add lines 1 through 11........ 2,634,854 2,634,854 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 120,000 30,000 0 90,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 8,950 2,237 0 6,713
c Other professional fees (attach schedule)....        
17 Interest............... -1,717 -1,717 0 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 606 606 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 7,602 1,900 0 5,702
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 150,019 149,719 0 300
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 285,460 182,745 0 102,715
25 Contributions, gifts, grants paid....... 1,920,228 1,920,228
26 Total expenses and disbursements. Add lines 24 and 25 2,205,688 182,745 0 2,022,943
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 429,166
b Net investment income (if negative, enter -0-) 2,452,109
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 2,820,134 1,251,248 1,251,248
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.......... 20,772 30,560 30,560
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 16,901,864 Click to see attachment19,748,223 24,589,823
c Investments—corporate bonds (attach schedule)....... 3,407,983 Click to see attachment3,002,894 3,122,810
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,147,697 Click to see attachment2,779,429 3,376,650
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 26,298,450 26,812,354 32,371,091
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 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 26,298,450 26,812,354
30 Total net assets or fund balances (see instructions)..... 26,298,450 26,812,354
31 Total liabilities and net assets/fund balances (see instructions). 26,298,450 26,812,354
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
26,298,450
2
Enter amount from Part I, line 27a .....................
2
429,166
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
84,738
4
Add lines 1, 2, and 3 ..........................
4
26,812,354
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
26,812,354
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 FROM K-1 - INVESTMENTS-SHORT TERM (SEE SCHEDULE) P 2015-01-01 2015-12-31
b FROM K-1 - INVESTMENTS-LONG TERM (SEE SCHEDULE) P 2014-12-01 2015-12-31
c ACUITY BRANDS INCORPORATED P 2015-08-06 2015-12-28
d ARM HLDGS PLC SPONSORED ADR (UNITED KINGDOM) P 2014-10-14 2015-07-22
e BAIDU INCORPORATED SPON ADR REP A (CAYMAN ISLANDS) P 2015-02-20 2015-08-03
CABOT OIL & GAS CORPORATION P 2014-05-02 2015-04-21
CABOT OIL & GAS CORPORATION P 2014-11-14 2015-08-26
CABOT OIL & GAS CORPORATION P 2014-12-18 2015-08-26
DST SYSTEMS INCORPORATED DEL P 2014-10-14 2015-05-18
FMC TECHNOLOGIES INCORPORATED P 2014-12-18 2015-07-10
FMC TECHNOLOGIES INCORPORATED P 2015-03-06 2015-07-10
GRUPO TELEVISA SA SPON ADR REP ORD (MEXICO) P 2015-08-20 2015-11-27
ILLUMINA INCORPORATED P 2014-02-10 2015-02-02
MICHAEL KORS HLDGS LIMITED SHS (VIRGIN ISLANDS (BRITISH)) P 2014-08-20 2015-06-04
MICHAEL KORS HLDGS LIMITED SHS (VIRGIN ISLANDS (BRITISH)) P 2014-10-21 2015-06-04
MICHAEL KORS HLDGS LIMITED SHS (VIRGIN ISLANDS (BRITISH)) P 2015-03-10 2015-06-04
MONSTER BEVERAGE CORPORATION NEW P 2015-05-06 2015-08-06
MONSTER BEVERAGE CORPORATION NEW P 2015-05-06 2015-11-13
NIKE INCORPORATED CLASS B P 2014-11-17 2015-10-15
NIKE INCORPORATED CLASS B P 2014-11-17 2015-10-28
NIKE INCORPORATED CLASS B P 2014-11-17 2015-11-02
PHARMACYCLICS INCORPORATED P 2014-03-07 2015-02-26
PHARMACYCLICS INCORPORATED P 2014-03-24 2015-02-26
PHARMACYCLICS INCORPORATED P 2014-03-24 2015-03-05
PHARMACYCLICS INCORPORATED P 2014-07-08 2015-03-05
PHARMACYCLICS INCORPORATED P 2014-10-14 2015-03-05
PHARMACYCLICS INCORPORATED P 2014-10-21 2015-03-05
SERVICENOW INCORPORATED P 2015-03-13 2015-12-10
TRACTOR SUPPLY COMPANY P 2014-07-16 2015-02-03
TRACTOR SUPPLY COMPANY P 2014-07-16 2015-03-31
TRACTOR SUPPLY COMPANY P 2014-10-14 2015-09-29
TWITTER INCORPORATED P 2014-08-28 2015-02-27
TWITTER INCORPORATED P 2014-08-28 2015-03-31
TWITTER INCORPORATED P 2014-08-28 2015-04-24
TWITTER INCORPORATED P 2014-08-28 2015-06-24
TWITTER INCORPORATED P 2014-10-15 2015-06-24
TWITTER INCORPORATED P 2014-10-21 2015-06-24
TWITTER INCORPORATED P 2014-11-07 2015-06-24
TWITTER INCORPORATED P 2014-11-14 2015-06-24
TWITTER INCORPORATED P 2014-11-24 2015-06-24
TWITTER INCORPORATED P 2014-12-18 2015-06-24
VMWARE INCORPORATED CLASS A COM P 2014-12-19 2015-09-09
3M COMPANY P 2012-10-08 2015-12-22
3M COMPANY P 2012-10-09 2015-12-22
ALEXION PHARMACEUTICALS INCORPORATED P 2013-01-23 2015-12-09
ALEXION PHARMACEUTICALS INCORPORATED P 2013-01-30 2015-12-09
ALEXION PHARMACEUTICALS INCORPORATED P 2013-01-30 2015-12-16
ALEXION PHARMACEUTICALS INCORPORATED P 2013-02-21 2015-12-16
ALTERA CORPORATION P 2012-10-08 2015-12-24
ALTERA CORPORATION P 2012-10-10 2015-12-24
AMAZON COM INCORPORATED P 2010-05-26 2015-03-31
AMAZON COM INCORPORATED P 2010-05-26 2015-04-24
AMAZON COM INCORPORATED P 2010-06-25 2015-04-24
AMAZON COM INCORPORATED P 2011-03-10 2015-04-24
AMAZON COM INCORPORATED P 2011-03-10 2015-07-27
AMAZON COM INCORPORATED P 2011-03-30 2015-07-27
AMAZON COM INCORPORATED P 2011-03-30 2015-10-27
AMAZON COM INCORPORATED P 2011-03-30 2015-12-15
AMAZON COM INCORPORATED P 2012-03-09 2015-12-15
APPLE INCORPORATED P 2012-07-25 2015-03-10
ARM HLDGS PLC SPONSORED ADR (UNITED KINGDOM) P 2013-07-11 2015-02-10
ARM HLDGS PLC SPONSORED ADR (UNITED KINGDOM) P 2013-07-11 2015-04-30
ARM HLDGS PLC SPONSORED ADR (UNITED KINGDOM) P 2013-07-11 2015-05-11
ARM HLDGS PLC SPONSORED ADR (UNITED KINGDOM) P 2013-07-11 2015-05-15
ARM HLDGS PLC SPONSORED ADR (UNITED KINGDOM) P 2013-07-26 2015-05-15
ARM HLDGS PLC SPONSORED ADR (UNITED KINGDOM) P 2013-07-26 2015-07-16
ARM HLDGS PLC SPONSORED ADR (UNITED KINGDOM) P 2013-08-01 2015-07-16
ARM HLDGS PLC SPONSORED ADR (UNITED KINGDOM) P 2013-10-24 2015-07-16
ARM HLDGS PLC SPONSORED ADR (UNITED KINGDOM) P 2013-10-24 2015-07-22
ARM HLDGS PLC SPONSORED ADR (UNITED KINGDOM) P 2014-02-04 2015-07-22
BAIDU INCORPORATED SPON ADR REP A (CAYMAN ISLANDS) P 2011-06-13 2015-08-03
BAIDU INCORPORATED SPON ADR REP A (CAYMAN ISLANDS) P 2011-08-23 2015-08-03
BAIDU INCORPORATED SPON ADR REP A (CAYMAN ISLANDS) P 2011-10-03 2015-08-03
BAIDU INCORPORATED SPON ADR REP A (CAYMAN ISLANDS) P 2012-09-12 2015-08-03
BAIDU INCORPORATED SPON ADR REP A (CAYMAN ISLANDS) P 2012-09-28 2015-08-03
BAIDU INCORPORATED SPON ADR REP A (CAYMAN ISLANDS) P 2014-03-25 2015-08-03
BERKLEY W R CORPORATION P 2012-10-08 2015-10-05
BIOGEN INCORPORATED P 2011-06-14 2015-01-30
BIOGEN INCORPORATED P 2011-06-14 2015-03-20
BIOGEN INCORPORATED P 2011-06-14 2015-03-27
BRISTOL MYERS SQUIBB COMPANY P 2013-11-13 2015-03-25
BRISTOL MYERS SQUIBB COMPANY P 2013-11-13 2015-03-31
CABOT OIL & GAS CORPORATION P 2014-05-02 2015-05-12
CABOT OIL & GAS CORPORATION P 2014-05-02 2015-08-26
CABOT OIL & GAS CORPORATION P 2014-06-16 2015-08-26
CABOT OIL & GAS CORPORATION P 2014-07-07 2015-08-26
CABOT OIL & GAS CORPORATION P 2014-07-29 2015-08-26
CELGENE CORPORATION P 2010-07-02 2015-03-27
CELGENE CORPORATION P 2010-07-02 2015-07-15
CELGENE CORPORATION P 2011-02-09 2015-07-15
COCA COLA COMPANY P 2012-10-08 2015-07-15
COGNIZANT TECHNOLOGY SOLUTIONS CLASS A P 2011-02-08 2015-03-13
COGNIZANT TECHNOLOGY SOLUTIONS CLASS A P 2011-02-08 2015-04-02
COGNIZANT TECHNOLOGY SOLUTIONS CLASS A P 2011-02-08 2015-10-15
COMCAST CORPORATION NEW CLASS A SPL P 2012-10-08 2015-01-02
COMCAST CORPORATION NEW CLASS A SPL P 2012-10-08 2015-02-24
COMCAST CORPORATION NEW CLASS A SPL P 2012-10-08 2015-04-21
CONNS INCORPORATED P 2012-12-07 2015-01-30
CONNS INCORPORATED P 2013-02-07 2015-01-30
CONSTELLATION BRANDS INCORPORATED CLASS A P 2013-03-05 2015-07-31
CONSTELLATION BRANDS INCORPORATED CLASS A P 2013-03-05 2015-08-26
CONSTELLATION BRANDS INCORPORATED CLASS A P 2013-03-05 2015-10-15
EXPRESS SCRIPTS HLDG COMPANY P 2013-01-16 2015-01-08
EXPRESS SCRIPTS HLDG COMPANY P 2013-01-16 2015-11-23
FACEBOOK INCORPORATED CLASS A P 2012-11-12 2015-07-24
FACEBOOK INCORPORATED CLASS A P 2012-12-26 2015-07-24
FACEBOOK INCORPORATED CLASS A P 2012-12-26 2015-11-05
FASTENAL COMPANY P 2012-12-28 2015-03-03
FASTENAL COMPANY P 2013-04-16 2015-03-03
FASTENAL COMPANY P 2013-07-11 2015-03-03
FASTENAL COMPANY P 2013-08-02 2015-03-03
FASTENAL COMPANY P 2013-10-02 2015-03-03
FASTENAL COMPANY P 2013-12-23 2015-03-03
FASTENAL COMPANY P 2014-01-28 2015-03-03
FLOWERS FOODS INCORPORATED P 2014-05-12 2015-10-06
FMC TECHNOLOGIES INCORPORATED P 2011-08-23 2015-07-10
FMC TECHNOLOGIES INCORPORATED P 2011-11-01 2015-07-10
FMC TECHNOLOGIES INCORPORATED P 2012-05-11 2015-07-10
FMC TECHNOLOGIES INCORPORATED P 2012-09-20 2015-07-10
FMC TECHNOLOGIES INCORPORATED P 2013-01-02 2015-07-10
FMC TECHNOLOGIES INCORPORATED P 2013-01-07 2015-07-10
FMC TECHNOLOGIES INCORPORATED P 2013-10-24 2015-07-10
GOOGLE INCORPORATED CLASS C P 2012-10-08 2015-05-06
HEWLETT-PACKARD COMPANY NTS IS US428236BF92 P 2013-09-13 2015-10-16
ILLUMINA INCORPORATED P 2014-02-10 2015-07-06
KLX INCORPORATED P 2011-03-04 2015-02-20
KLX INCORPORATED P 2011-03-23 2015-02-20
LEGGETT & PLATT INCORPORATED P 2014-06-19 2015-07-14
LINKEDIN CORPORATION COM CLASS A P 2012-05-08 2015-02-10
LINKEDIN CORPORATION COM CLASS A P 2012-05-08 2015-03-12
LINKEDIN CORPORATION COM CLASS A P 2012-05-21 2015-03-12
LINKEDIN CORPORATION COM CLASS A P 2012-05-21 2015-10-15
LINKEDIN CORPORATION COM CLASS A P 2012-09-28 2015-10-15
LKQ CORPORATION P 2014-03-05 2015-10-07
LOEWS CORPORATION P 2012-10-08 2015-08-06
LOEWS CORPORATION P 2012-10-09 2015-08-06
MERCADOLIBRE INCORPORATED P 2013-08-27 2015-06-10
MERCADOLIBRE INCORPORATED P 2013-09-03 2015-06-10
MICHAEL KORS HLDGS LIMITED SHS (VIRGIN ISLANDS (BRITISH)) P 2012-03-23 2015-06-04
MICHAEL KORS HLDGS LIMITED SHS (VIRGIN ISLANDS (BRITISH)) P 2013-04-12 2015-06-04
MONSANTO COMPANY NEW P 2013-01-02 2015-08-26
MONSANTO COMPANY NEW P 2013-01-24 2015-08-26
MONSANTO COMPANY NEW P 2013-02-11 2015-08-26
MONSANTO COMPANY NEW P 2013-06-11 2015-08-26
MONSANTO COMPANY NEW P 2013-08-20 2015-08-26
NESTLE S A SPONSORED ADR (SWITZERLAND) P 2012-10-18 2015-09-10
NIKE INCORPORATED CLASS B P 2014-11-17 2015-11-24
OASIS PETE INCORPORATED NEW P 2013-01-28 2015-02-02
OASIS PETE INCORPORATED NEW P 2013-02-22 2015-02-02
PHARMACYCLICS INCORPORATED P 2014-01-13 2015-02-03
PHARMACYCLICS INCORPORATED P 2014-01-13 2015-02-11
PHARMACYCLICS INCORPORATED P 2014-01-13 2015-02-20
PHARMACYCLICS INCORPORATED P 2014-01-13 2015-02-26
PHARMACYCLICS INCORPORATED P 2014-01-28 2015-02-26
PINNACLE FOODS INCORPORATED DEL P 2014-06-19 2015-06-22
PINNACLE FOODS INCORPORATED DEL P 2014-06-19 2015-08-10
POOL CORPORATION P 2010-06-14 2015-03-13
PRAXAIR INCORPORATED P 2012-10-08 2015-10-14
PRECISION CASTPARTS CORPORATION P 2010-11-17 2015-07-10
PRECISION CASTPARTS CORPORATION P 2010-12-13 2015-07-10
PRECISION CASTPARTS CORPORATION P 2010-12-14 2015-07-10
PRECISION CASTPARTS CORPORATION P 2010-12-21 2015-07-10
PRECISION CASTPARTS CORPORATION P 2013-03-01 2015-07-10
PRECISION CASTPARTS CORPORATION P 2013-09-26 2015-07-10
PRICELINE GRP INCORPORATED COM NEW P 2011-05-31 2015-02-27
PRICELINE GRP INCORPORATED COM NEW P 2011-05-31 2015-03-02
PRICELINE GRP INCORPORATED COM NEW P 2011-06-13 2015-03-02
PRICELINE GRP INCORPORATED COM NEW P 2011-06-13 2015-05-11
PRICELINE GRP INCORPORATED COM NEW P 2011-08-23 2015-05-11
PRICELINE GRP INCORPORATED COM NEW P 2011-08-23 2015-05-21
PRICELINE GRP INCORPORATED COM NEW P 2011-08-23 2015-05-21
SALESFORCE COM INCORPORATED P 2011-03-14 2015-04-30
SALESFORCE COM INCORPORATED P 2011-03-30 2015-04-30
SALESFORCE COM INCORPORATED P 2011-06-13 2015-04-30
SALESFORCE COM INCORPORATED P 2011-06-13 2015-04-30
SALESFORCE COM INCORPORATED P 2011-08-23 2015-04-30
SALESFORCE COM INCORPORATED P 2011-08-23 2015-05-04
SALESFORCE COM INCORPORATED P 2011-08-23 2015-05-05
SALESFORCE COM INCORPORATED P 2011-11-01 2015-05-05
SALESFORCE COM INCORPORATED P 2011-11-01 2015-05-06
SALESFORCE COM INCORPORATED P 2011-12-02 2015-05-06
SALESFORCE COM INCORPORATED P 2012-02-24 2015-05-06
SALESFORCE COM INCORPORATED P 2013-04-16 2015-05-06
SALESFORCE COM INCORPORATED P 2013-12-18 2015-05-06
SALESFORCE COM INCORPORATED P 2014-04-14 2015-05-06
SPLUNK INCORPORATED P 2014-02-20 2015-05-26
SPLUNK INCORPORATED P 2014-03-07 2015-05-26
TESLA MTRS INCORPORATED P 2013-11-08 2015-06-10
TESLA MTRS INCORPORATED P 2013-11-18 2015-06-10
TRACTOR SUPPLY COMPANY P 2014-07-16 2015-09-03
TRACTOR SUPPLY COMPANY P 2014-07-16 2015-09-16
TRACTOR SUPPLY COMPANY P 2014-07-16 2015-09-29
TRACTOR SUPPLY COMPANY P 2014-09-02 2015-09-29
TRACTOR SUPPLY COMPANY P 2014-09-23 2015-09-29
UNITEDHEALTH GROUP INCORPORATED P 2012-10-08 2015-06-11
UNITEDHEALTH GROUP INCORPORATED P 2012-10-08 2015-08-27
VARIAN MED SYSTEMS INCORPORATED P 2009-04-15 2015-05-18
VARIAN MED SYSTEMS INCORPORATED P 2012-06-06 2015-05-18
VISA INCORPORATED COM CLASS A P 2011-01-05 2015-03-09
VISA INCORPORATED COM CLASS A P 2011-09-22 2015-04-30
VISA INCORPORATED COM CLASS A P 2011-09-22 2015-09-15
VISA INCORPORATED COM CLASS A P 2011-09-22 2015-10-15
VMWARE INCORPORATED CLASS A COM P 2013-05-13 2015-05-14
VMWARE INCORPORATED CLASS A COM P 2013-05-13 2015-08-25
VMWARE INCORPORATED CLASS A COM P 2013-06-04 2015-08-25
VMWARE INCORPORATED CLASS A COM P 2013-06-04 2015-08-31
VMWARE INCORPORATED CLASS A COM P 2013-06-12 2015-08-31
VMWARE INCORPORATED CLASS A COM P 2013-07-16 2015-08-31
VMWARE INCORPORATED CLASS A COM P 2013-07-16 2015-09-09
VMWARE INCORPORATED CLASS A COM P 2013-11-19 2015-09-09
VMWARE INCORPORATED CLASS A COM P 2013-11-25 2015-09-09
WAL-MART STORES INCORPORATED P 2012-10-09 2015-06-11
WAL-MART STORES INCORPORATED P 2013-01-04 2015-06-11
WAL-MART STORES INCORPORATED P 2013-02-22 2015-06-11
(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 7     7
b     13,022 -13,022
c 28,592   24,677 3,915
d 29,523   26,635 2,888
e 27,279   33,270 -5,991
32,971   39,239 -6,268
11,809   18,894 -7,085
18,979   28,617 -9,638
227,186   159,295 67,891
25,798   30,490 -4,692
31,032   32,163 -1,130
57,912   61,932 -4,019
28,802   23,710 5,093
17,129   29,055 -11,926
7,830   11,734 -3,904
12,724   16,624 -3,900
32,873   31,094 1,779
19,234   18,373 861
9,004   6,729 2,275
37,725   27,878 9,847
6,516   4,806 1,709
56,528   34,533 21,994
3,261   1,746 1,515
59,770   27,356 32,414
119,539   44,659 74,880
63,585   26,698 36,887
25,434   11,606 13,828
26,057   23,153 2,903
14,702   10,919 3,783
6,816   4,853 1,964
6,414   4,677 1,736
13,241   13,413 -172
13,275   12,916 359
6,578   6,458 120
69,897   98,360 -28,463
21,534   30,365 -8,831
16,592   24,365 -7,773
13,768   15,712 -1,945
11,650   13,738 -2,088
20,828   23,558 -2,729
24,005   25,057 -1,052
24,998   26,026 -1,028
14,932   9,543 5,389
67,196   42,412 24,784
4,923   2,506 2,417
16,957   8,860 8,098
16,402   8,288 8,114
2,451   1,098 1,353
108,000   66,660 41,340
5,400   3,212 2,188
14,982   4,980 10,002
48,570   13,447 35,123
31,480   8,435 23,046
14,391   5,343 9,048
53,057   16,362 36,696
11,911   3,945 7,966
10,997   3,228 7,769
6,590   1,793 4,797
32,949   9,226 23,723
152,502   99,395 53,107
20,795   17,084 3,711
15,757   12,316 3,440
31,798   23,838 7,960
21,718   16,686 5,031
14,478   11,054 3,425
8,555   7,106 1,450
15,685   13,490 2,195
9,981   9,804 178
4,996   5,135 -139
30,431   29,450 981
6,820   4,802 2,018
15,344   11,934 3,411
11,935   7,458 4,477
76,722   48,049 28,674
28,984   19,929 9,055
18,754   17,338 1,416
10,828   7,564 3,264
11,733   2,850 8,882
18,822   3,801 15,021
17,202   3,801 13,401
19,608   15,545 4,062
12,910   10,363 2,547
10,182   11,267 -1,085
50,190   92,463 -42,273
8,435   13,904 -5,469
20,245   32,894 -12,650
25,095   39,889 -14,794
26,087   5,568 20,519
2,614   506 2,108
23,527   4,571 18,956
185,588   174,120 11,468
9,130   5,731 3,400
19,347   11,843 7,504
9,083   5,349 3,735
75,887   45,860 30,027
61,572   37,041 24,531
61,883   37,041 24,842
167,890   300,102 -132,212
67,470   131,417 -63,947
143,468   53,491 89,977
12,422   4,458 7,965
33,849   11,144 22,705
146,603   92,319 54,284
512,282   325,832 186,450
7,770   1,524 6,246
8,742   2,401 6,341
24,991   6,136 18,855
80,335   90,912 -10,577
11,535   13,774 -2,238
12,359   13,904 -1,545
4,944   6,031 -1,088
33,782   42,275 -8,493
22,247   24,819 -2,572
32,546   35,073 -2,527
309,077   257,016 52,061
4,113   4,456 -343
9,721   11,384 -1,663
9,347   11,297 -1,950
25,050   32,584 -7,534
17,946   20,841 -2,895
9,347   10,908 -1,560
14,208   19,800 -5,593
268   181 87
447,119   408,692 38,427
28,622   20,548 8,074
126,325   62,500 63,825
48,587   23,902 24,684
192,920   129,680 63,240
16,196   6,751 9,445
21,308   9,002 12,306
15,981   5,965 10,016
19,739   9,942 9,797
1,974   1,210 764
182,797   180,527 2,271
43,586   48,463 -4,877
53,061   58,652 -5,591
12,188   10,351 1,837
6,453   5,492 960
82,071   79,787 2,285
11,745   13,434 -1,688
63,713   63,398 315
19,307   20,738 -1,431
19,307   20,442 -1,135
16,411   17,861 -1,450
26,064   25,909 156
133,579   119,070 14,509
9,259   6,729 2,530
159,177   410,985 -251,817
36,304   93,528 -57,224
10,194   8,473 1,721
16,275   13,035 3,241
13,817   10,428 3,389
1,087   652 435
39,135   23,812 15,322
291,038   205,980 85,059
462,110   338,870 123,240
512,474   180,224 332,250
119,881   116,287 3,595
1,909   1,319 590
28,639   21,353 7,287
17,183   12,665 4,519
28,639   21,204 7,435
21,002   20,475 527
21,002   25,282 -4,280
12,388   5,135 7,253
1,252   513 738
23,783   9,280 14,503
8,400   3,419 4,981
52,799   20,399 32,400
7,288   2,782 4,506
6,073   2,318 3,755
3,895   1,687 2,208
28,851   13,442 15,409
1,875   904 972
23,990   11,611 12,379
11,923   4,707 7,216
31,719   12,476 19,243
22,580   8,904 13,676
11,218   5,083 6,135
26,738   11,859 14,879
32,321   13,201 19,120
26,444   12,913 13,531
23,506   13,589 9,917
11,018   7,832 3,186
11,753   8,748 3,005
12,338   15,929 -3,590
19,193   25,686 -6,493
26,331   14,150 12,180
13,792   6,673 7,119
48,491   35,182 13,309
9,663   6,672 2,991
38,482   29,116 9,365
25,735   21,562 4,173
45,697   34,408 11,289
71,290   34,656 36,634
43,985   21,660 22,325
349,099   132,675 216,424
209,460   139,920 69,540
267,736   70,294 197,441
33,617   11,097 22,520
9,162   2,829 6,334
9,022   2,611 6,411
4,414   3,866 548
18,022   17,010 1,011
18,022   15,143 2,879
15,509   13,766 1,743
19,387   17,637 1,749
8,530   7,929 601
7,257   6,487 770
26,611   25,871 740
20,160   20,148 12
7,297   7,471 -174
21,891   20,727 1,164
21,891   21,120 771
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       7
b       -13,022
c       3,915
d       2,888
e       -5,991
      -6,268
      -7,085
      -9,638
      67,891
      -4,692
      -1,130
      -4,019
      5,093
      -11,926
      -3,904
      -3,900
      1,779
      861
      2,275
      9,847
      1,709
      21,994
      1,515
      32,414
      74,880
      36,887
      13,828
      2,903
      3,783
      1,964
      1,736
      -172
      359
      120
      -28,463
      -8,831
      -7,773
      -1,945
      -2,088
      -2,729
      -1,052
      -1,028
      5,389
      24,784
      2,417
      8,098
      8,114
      1,353
      41,340
      2,188
      10,002
      35,123
      23,046
      9,048
      36,696
      7,966
      7,769
      4,797
      23,723
      53,107
      3,711
      3,440
      7,960
      5,031
      3,425
      1,450
      2,195
      178
      -139
      981
      2,018
      3,411
      4,477
      28,674
      9,055
      1,416
      3,264
      8,882
      15,021
      13,401
      4,062
      2,547
      -1,085
      -42,273
      -5,469
      -12,650
      -14,794
      20,519
      2,108
      18,956
      11,468
      3,400
      7,504
      3,735
      30,027
      24,531
      24,842
      -132,212
      -63,947
      89,977
      7,965
      22,705
      54,284
      186,450
      6,246
      6,341
      18,855
      -10,577
      -2,238
      -1,545
      -1,088
      -8,493
      -2,572
      -2,527
      52,061
      -343
      -1,663
      -1,950
      -7,534
      -2,895
      -1,560
      -5,593
      87
      38,427
      8,074
      63,825
      24,684
      63,240
      9,445
      12,306
      10,016
      9,797
      764
      2,271
      -4,877
      -5,591
      1,837
      960
      2,285
      -1,688
      315
      -1,431
      -1,135
      -1,450
      156
      14,509
      2,530
      -251,817
      -57,224
      1,721
      3,241
      3,389
      435
      15,322
      85,059
      123,240
      332,250
      3,595
      590
      7,287
      4,519
      7,435
      527
      -4,280
      7,253
      738
      14,503
      4,981
      32,400
      4,506
      3,755
      2,208
      15,409
      972
      12,379
      7,216
      19,243
      13,676
      6,135
      14,879
      19,120
      13,531
      9,917
      3,186
      3,005
      -3,590
      -6,493
      12,180
      7,119
      13,309
      2,991
      9,365
      4,173
      11,289
      36,634
      22,325
      216,424
      69,540
      197,441
      22,520
      6,334
      6,411
      548
      1,011
      2,879
      1,743
      1,749
      601
      770
      740
      12
      -174
      1,164
      771
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 2,234,821
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 2,922,372 34,764,392 0.084062
2013 2,778,480 33,004,881 0.084184
2012 2,399,077 31,386,284 0.076437
2011 2,675,216 32,779,567 0.081612
2010 2,585,380 30,927,008 0.083596
2
Total of line 1, column (d) .....................
20.409891
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
0.081978
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
34,107,119
5
Multiply line 4 by line 3......................
5
2,796,033
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
24,521
7
Add lines 5 and 6........................
7
2,820,554
8
Enter qualifying distributions from Part XII, line 4.............
8
2,022,943
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 49,042
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 49,042
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 49,042
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 30,560
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 30,560
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 18,482
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 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
     
    No
    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)
    bulletLA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.FDNCENTER.ORG
    14
    The books are in care ofbulletTRUDI BRIEDE Telephone no.bullet (504) 837-1500

    Located atbullet524 METAIRIENEW ORLEANSLA ZIP+4bullet70005
    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
    WM GOLDRING PRESIDENT
    5.00     		0 0 0
    524 METAIRIE ROAD
    METAIRIE,LA70005
    MARK HALPERN VICE PRESIDENT
    10.00     		30,000 0 0
    524 METAIRIE ROAD
    METAIRIE,LA70005
    ROBERT STEEG SECRETARY
    10.00     		30,000 0 0
    524 METAIRIE ROAD
    METAIRIE,LA70005
    MINETTE BROWN VICE PRESIDENT
    15.00     		60,000 0 0
    524 METAIRIE ROAD
    METAIRIE,LA70005
    TRUDI BRIEDE ACCOUNTANT
    16.00     		0 0 0
    524 METAIRIE ROAD
    METAIRIE,LA70005
    JEFFREY GOLDRING BOARD MEMBER
    16.00     		0 0 0
    524 METAIRIE ROAD
    METAIRIE,LA70005
    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 DONATIONS FOR JEWISH CAUSES 672,320
    2 DONATIONS FOR EDUCATIONAL INSTITUTIONS & RELATED ACTIVITIES 287,075
    3 DONATIONS FOR MEDICAL RESEARCH 222,500
    4 DONATIONS FOR ARTS, CULTURE AND HUMANITIES 218,833
    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
    32,976,202
    b
    Average of monthly cash balances.......................
    1b
    1,650,315
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    34,626,517
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) Click to see attachment.............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    34,626,517
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    519,398
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    34,107,119
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,705,356
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    1,705,356
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    49,042
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    49,042
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,656,314
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,656,314
    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
    1,656,314
    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
    2,022,943
    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
    2,022,943
    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
    2,022,943
    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 1,656,314
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 1,068,212
    b From 2011...... 1,053,847
    c From 2012...... 858,715
    d From 2013...... 1,164,612
    e From 2014...... 1,245,200
    fTotal of lines 3a through e........ 5,390,586
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 2,022,943
    a Applied to 2014, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		Click to see attachment0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		Click to see attachment0
    d Applied to 2015 distributable amount..... 1,656,314
    e Remaining amount distributed out of corpus 366,629
    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 5,757,215
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		1,068,212
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		4,689,003
    10 Analysis of line 9:
    a Excess from 2011.... 1,053,847
    b Excess from 2012.... 858,715
    c Excess from 2013.... 1,164,612
    d Excess from 2014.... 1,245,200
    e Excess from 2015.... 366,629
    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
    AUDUBON INSTITUTE
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    ANIMAL RELATED 100,000
    LOUISIANA ENDOWMENT FOR THE HUMANITIES
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    ARTS, CULTURE, HUMANITIES 5,000
    LOUISIANA PHILHARMONIC ORCHESTRA
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    ARTS, CULTURE, HUMANITIES 5,000
    NATIONAL WORLD WAR II MUSEUM INC
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    ARTS, CULTURE, HUMANITIES 187,500
    NEW ORLEANS OPERA ASSOCIATION
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    ARTS, CULTURE, HUMANITIES 3,000
    OGDEN MUSEUM OF SOUTHERN ART
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    ARTS, CULTURE, HUMANITIES 10,000
    UNITED STATES HOLOCAUST MEMORIAL MUSEUM
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    ARTS, CULTURE, HUMANITIES 8,333
    ANTI-DEFAMATION LEAGUE
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY 7,500
    SOUTHERN INSTITUTE FOR EDUCATION & RESEARCH
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY 20,000
    CRIME STOPPERS
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    CRIME, LEGAL RELATED 5,000
    CRIME STOPPERS
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    CRIME, LEGAL RELATED 5,000
    NEW ORLEANS POLICE AND JUSTICE FOUNDATION
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    CRIME, LEGAL RELATED 7,000
    NEW ORLEANS POLICE AND JUSTICE FOUNDATION
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    CRIME, LEGAL RELATED 10,000
    AMERICAN CANCER SOCIETY
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    DISEASES, DISORDERS 5,000
    BRIDGE HOUSEGRACE HOUSE
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    DISEASES, DISORDERS 25,000
    SPECIAL OLYMPICS
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    DISEASES, DISORDERS 1,000
    40 SCHOOLS
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    EDUCATIONAL INSTITUTIONS & RELATED ACTIVITIES 10,000
    BREAKTHROUGH NEW ORLEANS
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    EDUCATIONAL INSTITUTIONS & RELATED ACTIVITIES 5,000
    KIPP NEW ORLEANS
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    EDUCATIONAL INSTITUTIONS & RELATED ACTIVITIES 83,325
    NEW ORLEANS CENTER FOR CREATIVE ARTS (NOCCA)
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    EDUCATIONAL INSTITUTIONS & RELATED ACTIVITIES 40,000
    POSSE FOUNDATION
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    EDUCATIONAL INSTITUTIONS & RELATED ACTIVITIES 20,000
    POWW
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    EDUCATIONAL INSTITUTIONS & RELATED ACTIVITIES 250
    ST MICHAEL SPECIAL SCHOOL
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    EDUCATIONAL INSTITUTIONS & RELATED ACTIVITIES 1,000
    TEACH FOR AMERICA
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    EDUCATIONAL INSTITUTIONS & RELATED ACTIVITIES 125,000
    UNIVERSITY OF HARTFORD
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    EDUCATIONAL INSTITUTIONS & RELATED ACTIVITIES 2,500
    GREATER NEW ORLEANS DEVELOPMENT FOUNDATION
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    EMPLOYMENT, JOB RELATED 12,500
    GOLDRING FAMILY FOUNDATION
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    GRANTMAKING, PHILANTHROPY, VOLUNTARISM 60,000
    STEEG FAMILY FOUNDATION
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    GRANTMAKING, PHILANTHROPY, VOLUNTARISM 15,000
    SAVE A CHILD'S HEART
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    HEALTH-GENERAL & REHABILITATION 5,000
    CATHOLIC CHARITIES ASSOCIATION
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    HUMAN SERVICES 50,000
    COVENANT HOUSE
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    HUMAN SERVICES 10,000
    KINGSLEY HOUSE
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    HUMAN SERVICES 5,000
    LEGACY DONOR FOUNDATION
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    HUMAN SERVICES 5,000
    MAGNOLIA SCHOOL
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    HUMAN SERVICES 1,000
    MARCH OF THE LIVING
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    HUMAN SERVICES 1,500
    UNITED WAY OF GREATER NEW ORLEANS
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    HUMAN SERVICES 20,000
    AMERICAN FRIENDS OF ALYN HOSPITAL
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    JEWISH CAUSES 75,000
    AMERICAN FRIENDS OF ALYN HOSPITAL
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    JEWISH CAUSES 150,000
    AVODAH NEW ORLEANS
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    JEWISH CAUSES 20,000
    BIG TENT JUDAISM
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    JEWISH CAUSES 15,000
    BIRTHRIGHT ISRAEL FOUNDATION
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    JEWISH CAUSES 100,000
    CHABAD LUBAVITCH OF LOUISIANA
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    JEWISH CAUSES 7,500
    HILLEL FOUNDATION
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    JEWISH CAUSES 5,000
    INSTITUTE OF SOUTHERN JEWISH LIFE
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    JEWISH CAUSES 50,000
    JEWISH CHILDREN'S REGIONAL SERVICE
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    JEWISH CAUSES 15,000
    JEWISH FAMILY SERVICES
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    JEWISH CAUSES 25,000
    JEWISH FEDERATION OF GREATER NEW ORLEANS
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    JEWISH CAUSES 142,020
    NCJW MIAMI
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    JEWISH CAUSES 1,000
    SHIR CHADASH
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    JEWISH CAUSES 5,000
    TEMPLE BETH SHOLOM
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    JEWISH CAUSES 4,200
    TEMPLE BETH SHOLOM
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    JEWISH CAUSES 50,000
    TEMPLE KOL AMI
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    JEWISH CAUSES 1,000
    TEMPLE KOL AMI
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    JEWISH CAUSES 1,600
    WORLD JEWISH CONGRESS FOUNDATION
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    JEWISH CAUSES 5,000
    BREASTORATION
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    MEDICAL RESEARCH 5,000
    FRED HUTCHINSON CANCER RESEARCH FOUNDATION
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    MEDICAL RESEARCH 10,000
    MT SINAI MEDICAL CENTER FOUNDATION
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    MEDICAL RESEARCH 7,500
    MT SINAI MEDICAL CENTER FOUNDATION
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    MEDICAL RESEARCH 200,000
    ALBERTSON OLIVIA
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    ALBERTSON OLIVIA
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    ALSIP COLE
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    ALSIP COLE
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    BOGGS AMANDA
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    BOLING CHARLES
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    BOWMAN LINDSEY
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    BUNYARD BAYLEE
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    CLAYTON MCKINLEY
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    CLAYTON MCKINLEY
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    CORNISH ANNA
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    CULVER SHELBY
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    CULVER SHELBY
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    DOWNS ASHLEY
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    EDWARDS WHITNEY
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    ENGELHARD ERICA
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    GERING TAYLOR
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    GOOTEE WILLIAM
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    GREENWELL ROBERT
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    GREENWELL ROBERT
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    GRIBBINS HANNAH
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    HALL KARL
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    HAMMOND SAMANTHA
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    ILLIAN TATE
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    JOHNSON SABRINA
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    JOHNSON SABRINA
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    JONES ALEXIS
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    JONES ALEXIS
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    KIEFER SARAH
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    KING ERIC
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    KIRTLEY ALYSSA
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    LEGGE ABIGAIL
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    MACLEOD SHAYLA
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    MAIER MARYSA
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    MAIER MIRANDA
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    MARSTON CHRISTOPHER
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    MARTIN KELLY
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    MILES SEAN
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    MILLS TYLER
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    MOODY ALEXANDER
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    ROBERTSON KARA
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    SHIVELY ALEX
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    SOCH CARSON
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    SOCH CARSON
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    SOCH CLAIRE
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    SOCH CLAIRE
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    STANLEY MATTHEW
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    STANLEY MATTHEW
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    STINNETT ADAM
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    THOMAS MORGAN
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    WAGSTAFF REED
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    WAGSTAFF TYLER
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    WAGSTAFF TYLER
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    WELLS RACHEL
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    WELLS RACHEL
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    WIMSATT SARA BETH
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    WIMSATT SARA BETH
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    WRIGHT RACHEL
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    CITY YEAR
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    YOUTH DEVELOPMENT 15,000
    KIDSMART
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    YOUTH DEVELOPMENT 5,000
    LIBERTY'S KITCHEN
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    YOUTH DEVELOPMENT 7,500
    RECONCILE NEW ORLEANS
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    YOUTH DEVELOPMENT 5,000
    YOUTH EMPOWERMENT PROJECT
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    YOUTH DEVELOPMENT 10,000
    ZETE KIDS
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    YOUTH DEVELOPMENT 5,000
    Total .................................bullet 3a 1,920,228
    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 24  
    4 Dividends and interest from securities....     14 388,171  
    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.....     14 11,838  
    8
    Gain or (loss) from sales of assets other than inventory ............     		    18 2,234,821  
    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 2,634,854 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    132,634,854
    (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.)
    3 EARNINGS ON EXEMPT FUNDS TO BE DISTRIBUTED TO CHAR. ORG
    4 EARNINGS ON EXEMPT FUNDS TO BE DISTRIBUTED TO CHAR. ORG
    7 EARNINGS ON EXEMPT FUNDS TO BE DISTRIBUTED TO CHAR. ORG
    8 GAINS ON SALE OF INVESTMENTS TO BE DISTRIBUTED TO CHAR. ORG
    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
    GOLDRING FAMILY FOUNDATION 501 (C)(3) COMMON DIRECTORS
    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:
    WOLDENBERG FOUNDATION
     
    C/O TRUDI BRIEDE
    EIN:
    72-6022665
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 8,950 2,237 0 6,713

    TY 2015 AppliedToPriorYearElection
    Name:
    WOLDENBERG FOUNDATION
     
    C/O TRUDI BRIEDE
    EIN:
    72-6022665
    Election:
    2.THE ELECTION TO TREAT A PRIOR DISTRIBUTION OUT OF CORPUS AS A CURRENT DISTRIBUTION OUT OF CORPUS IS MADE BY ATTACHING A STATEMENT TO THE RETURN THE FOUNDATION IS REQUIRED TO FILE UNDER IRC 6033 WITH RESPECT TO THE TAXABLE YEAR FOR WHICH THE ELECTION IS TO APPLY. THE STATEMENT MUST CONTAIN A STATEMENT BY AN APPROPRIATE FOUNDATION MANAGER, WITHIN THE MEANING OF IRC 4946(B)(1), THAT THE FOUNDATION IS MAKING AN ELECTION UNDER THE PROVISIONS OF REG. 53.4942(A) 3(C)(2)(IV), AND THAT THE DISTRIBUTION IS MADE OUT OF THE UNDISTRIBUTED INCOME OF A PRIOR TAXABLE YEAR(S) WHICH WAS TREATED UNDER REG. 4942(A) 3(D)(1)(III) AS A DISTRIBUTION OUT OF CORPUS. SEE REG. 301.9100 1 WITH REGARD TO AN EXTENSION OF TIME FOR MAKING CERTAIN ELECTIONS.

    TY 2015 DistributionFromCorpusElection
    Name:
    WOLDENBERG FOUNDATION
     
    C/O TRUDI BRIEDE
    EIN:
    72-6022665
    Election:
    53.4942(A)-3(D)(2) ELECTION.THE FOUNDATION ELECTS UNDER REG SECTION 53.4942(A)-3(D)(2) TO TREAT THE DISTRIBUTION AS MADE OUT OF THE CORPUS. THE FOUNDATION MANAGER (WITHIN THE MEANING OF SECTION 4946(B)(1)) DECLARES THE FOUNDATION IS MAKING THE ELECTION UNDER THIS SUBPARAGRAPH, AND THE DISTRIBUTION IS BEING MADE OUT OF THE CORPUS.

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    WOLDENBERG FOUNDATION
     
    C/O TRUDI BRIEDE
    EIN:
    72-6022665
    Name of Bond End of Year Book Value End of Year Fair Market Value
    INVESTMENTS-CORPORATE BONDS 3,002,894 3,122,810

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    WOLDENBERG FOUNDATION
     
    C/O TRUDI BRIEDE
    EIN:
    72-6022665
    Name of Stock End of Year Book Value End of Year Fair Market Value
    INVESTMENTS-CORPORATE STOCK 19,748,223 24,589,823

    TY 2015 InvestmentsOtherSchedule2
    Name:
    WOLDENBERG FOUNDATION
     
    C/O TRUDI BRIEDE
    EIN:
    72-6022665
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    INVESTMENTS-OTHER AT COST 2,779,429 3,376,650

    TY 2015 OtherExpensesSchedule
    Name:
    WOLDENBERG FOUNDATION
     
    C/O TRUDI BRIEDE
    EIN:
    72-6022665
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES 315 79 0 236
    FROM K-1 - OTHER EXPENSES 1,787 1,787 0 0
    INVESTMENT EXPENSES 147,832 147,832 0 0
    OTHER EXPENSES 85 21 0 64


    TY 2015 OtherIncomeSchedule2
    Name:
    WOLDENBERG FOUNDATION
     
    C/O TRUDI BRIEDE
    EIN:
    72-6022665
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FROM K-1 - INTEREST AND DIVIDEND INCOME - SEE SCHEDULE 3,722 3,722  
    FROM K-1 - RENTAL INCOME 2,168 2,168  
    OTHER INCOME 5,948 5,948  


    TY 2015 OtherIncreasesSchedule
    Name:
    WOLDENBERG FOUNDATION
     
    C/O TRUDI BRIEDE
    EIN:
    72-6022665
    Description Amount
    NONTAXABLE INCOME 57,834
    UNREALIZED APPRECIATION 26,904


    TY 2015 ReductionExplanationStatement
    Name:
    WOLDENBERG FOUNDATION
     
    C/O TRUDI BRIEDE
    EIN:
    72-6022665
    Explanation:
    WITHIN THE MEANING OF IRC 4946(B)(1), THE FOUNDATION IS MAKING AN ELECTION UNDER THE PROVISIONS OF REG. 53.4942(A) 3(C)(2)(IV), AND ADDITIONAL $750,000 OF DISTRIBUTION IS MADE OUT OF THE UNDISTRIBUTED INCOME OF A PRIOR TAXABLE YEAR(S) WHICH WAS TREATED UNDER REG. 4942(A) 3(D)(1)(III) AS A DISTRIBUTION OUT OF CORPUS.

    TY 2015 TaxesSchedule
    Name:
    WOLDENBERG FOUNDATION
     
    C/O TRUDI BRIEDE
    EIN:
    72-6022665
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 606 606 0 0