Form990-PF
Click to see attachment

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
Gottstein Family Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)935 West 3rd Avenue
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Anchorage, AK99501
A Employer identification number

94-3152524
B Telephone number (see instructions)

(907) 278-2277
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$3,711,151J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 147 147  
4 Dividends and interest from securities... 144,075 144,075  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -54,982
b Gross sales price for all assets on line 6a 1,601,501
7 Capital gain net income (from Part IV, line 2)...  
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 10,535 1,085  
12 Total. Add lines 1 through 11........ 99,775 145,307  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 246     246
b Accounting fees (attach schedule)....... Click to see attachment 2,720     2,720
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 18,341 1,311    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 23,610 23,560   50
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 44,917 24,871   3,016
25 Contributions, gifts, grants paid....... 1,155,660 1,155,660
26 Total expenses and disbursements. Add lines 24 and 25 1,200,577 24,871   1,158,676
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,100,802
b Net investment income (if negative, enter -0-) 120,436
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.............      
2 Savings and temporary cash investments......... 1,319,188 489,832 489,832
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)....... 3,807,816 3,221,319 3,221,319
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment1,000    
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,128,004 3,711,151 3,711,151
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 5,128,004 3,711,151
30 Total net assets or fund balances (see instructions)..... 5,128,004 3,711,151
31 Total liabilities and net assets/fund balances (see instructions). 5,128,004 3,711,151
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
5,128,004
2
Enter amount from Part I, line 27a .....................
2
-1,100,802
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
4,027,202
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
316,051
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
3,711,151
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 150 Buckeye Partners P 2015-09-29 2015-10-12
b 150 Buckeye Partners P 2015-09-29 2015-10-12
c 346 Williams Partners LP P 2013-09-16 2015-06-05
d 346 Williams Partners LP P 2015-01-01 2015-06-05
e 900 USA Compression P 2013-09-16 2015-11-16
900 USA Compression P 2015-01-01 2015-11-16
600 Suburban Propane P 2015-11-16 2015-12-21
600 Suburban Propane P 2015-11-16 2015-12-21
400 Enterprise Products Partners P 2015-09-29 2015-10-12
400 Enterprise Products Partners P 2015-09-29 2015-10-12
Schwab 1154-1978 P 2015-01-01 2015-06-30
Schwab 1154-1978 P 2014-01-01 2015-06-30
11 Targa Resources Ptners P 2011-09-23 2015-03-31
11 Targa Resources Ptners P 2015-01-01 2015-03-31
Atlas Pipeline Partners P 2011-09-23 2015-03-03
RMR Group P 2015-12-15 2015-12-15
Windstream Holdings Inc. P 2014-12-15 2015-04-28
Blackrock Global Allocation P 2011-04-26 2015-02-09
Wasatch Emrg Mkt Small Cap P 2010-10-29 2015-02-23
500 Shell Midstream Partners P 2015-06-08 2015-06-10
Dodge & Cox Global P 2015-01-01 2015-09-28
Dodge & Cox Global P 2014-08-29 2015-09-28
350 Energy Transfer Partners P 2015-03-16 2015-12-10
Energy Transfer Partners P 2015-03-16 2015-12-10
1200 QEP Midstream P 2013-10-14 2015-02-02
QEP Midstream P 2015-01-01 2015-02-02
500 Atlas Energy LP P 2014-01-01 2015-02-27
Atlas Energy LP P 2015-01-01 2015-02-27
Husix Huber Capital P 2014-12-16 2015-02-02
Templeton Global P 2014-12-15 2015-09-08
Husix Huber Capital P 2013-06-17 2015-02-02
Templeton Global Bonds P 2009-08-01 2015-09-08
Capital Products Partners P 2013-11-11 2015-12-10
Dodge & Cox Stock and Balanced P 2015-03-26 2015-12-14
Dodge & Cox Stock and Balanced P 2007-07-11 2015-12-14
(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 10,549   8,592 1,957
b 82   82  
c 18,399   18,897 -498
d 6,906   6,906  
e 14,666   19,839 -5,173
5,268   5,268  
13,827   17,435 -3,608
555   555  
11,207   9,354 1,853
115   115  
763,048   739,259 23,789
182,774   206,414 -23,640
453   477 -24
369   369  
24     24
4   3 1
4   4  
29,181   30,000 -819
41,177   37,950 3,227
23,671   23,469 202
3,977   4,965 -988
159,889   199,628 -39,739
11,503   18,089 -6,586
1,574   1,574  
18,759   25,840 -7,081
2,122   2,122  
13,565   11,361 2,204
996   996  
36   35 1
109   117 -8
48,806   50,000 -1,194
47,692   51,090 -3,398
6,044   8,549 -2,505
4,079   4,318 -239
160,071   127,750 32,321
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       1,957
b        
c       -498
d        
e       -5,173
       
      -3,608
       
      1,853
       
      23,789
      -23,640
      -24
       
      24
      1
       
      -819
      3,227
      202
      -988
      -39,739
      -6,586
       
      -7,081
       
      2,204
       
      1
      -8
      -1,194
      -3,398
      -2,505
      -239
      32,321
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 -29,921
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 246,300 5,320,712 0.04629
2013 268,335 4,776,784 0.05618
2012 286,368 3,397,852 0.08428
2011 180,068 3,599,232 0.05003
2010 412,635 3,403,456 0.12124
2
Total of line 1, column (d) .....................
20.358015
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
0.071603
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
4,901,466
5
Multiply line 4 by line 3......................
5
350,960
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,204
7
Add lines 5 and 6........................
7
352,164
8
Enter qualifying distributions from Part XII, line 4.............
8
1,158,676
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2015)
Form 990-PF (2015)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 1,204
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 1,204
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,204
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 3,650
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 3,650
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 2,446
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet2,446 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)
    bulletAK
    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 ofbulletDave Le Clair Telephone no.bullet (907) 278-2277

    Located atbullet935 West 3rd AvenueAnchorageAK ZIP+4bullet99501
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    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
     
    No
    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
     
    No
    .........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
     
    No
    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
    Barnard J Gottstein President
    2.00     		0    
    935 West 3rd Avenue
    Anchorage,AK99501
    Robert W Gottstein Vice President
    0.50     		0    
    935 West 3rd Avenue
    Anchorage,AK99501
    James B Gottstein Secretary
    0.50     		0    
    406 G Street Suite 206
    Anchorage,AK99501
    David R Gottstein see note Treasurer
    1.00     		0    
    935 West 3rd Avenue
    Anchorage,AK99501
    Rachel L Gottstein Director
    1.00     		0    
    935 West 3rd Avenue
    Anchorage,AK99501
    Sandra L Gottstein Director
    0.50     		0    
    935 West 3rd Avenue
    Anchorage,AK99501
    Eytan Jacobsen Director
    0.00     		0    
    935 West 3rd Avenue
    Anchorage,AK99501
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    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
    3,625,712
    b
    Average of monthly cash balances.......................
    1b
    1,350,396
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,976,108
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    4,976,108
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    74,642
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,901,466
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    245,073
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    245,073
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    1,204
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,204
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    243,869
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    243,869
    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
    243,869
    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
    1,158,676
    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
    1,158,676
    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
    1,204
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,157,472
    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 7 243,869
    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...... 246,112
    b From 2011...... 3,096
    c From 2012...... 119,614
    d From 2013...... 47,172
    e From 2014......  
    fTotal of lines 3a through e........ 415,994
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 1,158,676
    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)........     		0
    d Applied to 2015 distributable amount..... 243,869
    e Remaining amount distributed out of corpus 914,807
    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 1,330,801
    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) ...     		246,112
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		1,084,689
    10 Analysis of line 9:
    a Excess from 2011.... 3,096
    b Excess from 2012.... 119,614
    c Excess from 2013.... 47,172
    d Excess from 2014....  
    e Excess from 2015.... 914,807
    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).)
    Barnard J Gottstein
    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
    AK Cter for the Performing Art
    621 West Sixth Ave
    Anchorage,AK99501     		None   The grant was to a public charity to support its general charitable purposes. 1,000
    AK Junior Theatre
    329 F Street Suite 204
    Anchorage,AK99501     		None   This grant was to a public charity to support its general charitable purposes. 2,500
    AK Native Heritage Center
    8800 Heritage Center Dr
    Anchorage,AK99506     		None   This grant was to a public charity to support its general charitable purposes. 2,500
    AK Public Media
    3877 University Drive
    Anchorage,AK99508     		None   The grant was to a public charity to support its general charitable purposes. 500
    American Red Cross
    235 E 8th Ave Suite 200
    Anchorage,AK99501     		None   The grant was to a public charity to support its general charitable purposes. 1,000
    American Soc for Yad Vashem
    PO Box 170305
    Milwaukee,WI53217     		None   The grant was to a public charity to support its general charitable purposes. 1,000
    Anchorage Library Foundation
    PO Box 244714
    Anchorage,AK99524     		None   The grant was to a public charity to support its general charitable purposes. 10,000
    Anti-Defamation League
    PO Box 96226
    Washington,DC20090     		None   The grant was to a public charity to support its general charitable purposes. 1,000
    B'nai B'rith
    PO Box 170305
    Milwaukee,WI53217     		None   The grant was to a public charity to support its general charitable purposes. 1,500
    CHAI Lifeline
    151 West 30th Street
    New York,NY10001     		None   The grant was to a public charity to support its general charitable purposes. 1,000
    Food Bank of Alaska
    2121 Spar Ave
    Anchorage,AK99501     		None   The grant was to a public charity to support its general charitable purposes. 2,500
    Friends of the Library
    3600 Denali
    Anchorage,AK99503     		None   The grant was to a public charity to support its general charitable purposes. 10,000
    HILLEL Fd for Jewish Campus
    800 Eighth Street NW
    Washington,DC20001     		None   The grant was to a public charity to support its general charitable purposes. 2,500
    Keren Or Inc
    350 Seventh Ave Suite 200
    New York,NY10001     		None   The grant was to a public charity to support its general charitable purposes. 1,000
    Mem Sloan-Kettering Cancer
    PO Box 750
    New York,NY10131     		None   The grant was to a public charity to support its general charitable purposes. 100
    MERIP
    1500 Mass Ave NW Suite 119
    Washington,DC20005     		None   The grant was to a public charity to support its general charitable purposes. 1,000
    Project Interchange
    1156 15th Street NW 12th Flr
    Washington,DC20005     		None   The grant was to a public charity to support its general charitable purposes. 10,000
    Providence Alaska Foundation
    PO Box 196604
    Anchorage,AK99519     		None   The grant was to a public charity to support its general charitable purposes 5,000
    Special Olympics Alaska
    PO Box 103316
    Anchorage AK,AK99510     		None   The grant was to a public charity to support its general charitable purposes. 500
    The Israel Project
    2020 K St NW Ste 7600
    Washington,DC20006     		None   The grant was to a public charity to support its general charitable purposes. 2,000
    Amer Comm for Shaare Zedek
    49 West 45th St Eleventh Flr
    New York,NY10036     		None   The grant was to a public charity to support its general charitable purposes. 1,000
    Amer Friends of Lanaido Hosp
    18 West 45th St Suite 307
    New York,NY10109     		None   The grant was to a public charity to support its general charitable purposes. 5,000
    Anchorage Museum Found
    121 W 7th Ave
    Anchorage,AK99501     		None   The grant was to a public charity to support its general charitable purposes. 1,500
    Boys Town Jerusalem
    12 West 31st St Ste 300
    New York,NY10117     		None   The grant was to a public charity to support its general charitable purposes. 2,750
    Catholic Social Services
    225 Cordova St
    Anchorage,AK99501     		None   The grant was to a public charity to support its general charitable programs. 2,500
    Lubavitch Center
    1210 E 26th Avenue
    Anchorage,AK99508     		None   The grant was to a public charity to support its general charitable purposes. 10,000
    Maccabi USA Spts for Israel
    PO Box 96462
    Washington,DC20090     		None   The grant was to a public charity to support its general charitable purposes. 200
    No Amer Conf Ethiopian Jewry
    PO Box 11377
    Milwaukee,WI53211     		None   The grant is to a public charity to support its general charitable purposes. 71,000
    UA Foundation
    PO Box 757530
    Fairbanks,AK99775     		None   The grant was to a public charity to support its general charitable purposes. 2,000
    AK Community Foundation
    301 W No Lts BlvdSte 408
    Anchorage,AK99503     		None   The grant was to a public charity to support its charitable purposes. 1,000
    AK Native Justice Center
    3600 San Jeronimo Dr Ste 264
    Anchorage,AK99508     		None   The grant was to a public charity to support its general charitable purposes. 2,500
    Am Frds of Magen David Adom
    5535 Balboa Blvd Ste 114
    Encino,CA91316     		None   The grant was to a public charity to support its general charitable purposes. 10,000
    AM Frds of Meir Panim
    5316 New Utrecht Ave
    Brooklyn,NY11219     		None   The grant is to a public charity to support its general charitable purposes. 10,000
    Frds of Israel Disabled Vets
    PO Box 9128
    Uniondale,NY11553     		None   The grant is to a public charity to support its general charitable purposes. 100
    Frds of Israel Defense Forces
    350 5th Avenue Ste 2011
    New York,NY10117     		None   The grant was to a public charity to support its general charitable purposes. 1,000
    Jewish National Fund
    PO Box 800
    Rockville Centre,NY11571     		None   The grant is to a public charity to support its general charitable purposes. 2,500
    Amer Frds of Eretz Hemdah
    8 South Michigan Ave Ste 605
    Chicago,IL60603     		None   The grant is to a public charity to support its general charitable purposes. 1,000
    Anchorage Parks Found
    PO Box 196650
    Anchorage,AK99519     		None   The grant was to a public charity to support its general charitable purposes. 5,000
    Covenant House
    PO Box 104640
    Anchorage,AK99510     		None   The grant is to a public charity to support its general charitable purposes. 1,250
    David Horowitz Freedom Ctr
    4401 Wilshire Blvd 4th Floor
    Los Angeles,CA90010     		None   The grant was to a public charity to support its general charitable purposes. 1,000
    Invest Proj on Terrorism Found
    5505 Connecticut Ave NW 341
    Washington,DC20015     		None   The grant was to a public charity to support its general charitable purposes. 5,000
    Israel Children's Cancer Found
    Seven Penn Plaza Ste 1602
    New York,NY10001     		None   The grant is to a public charity to support its general charitable purposes. 1,000
    Jewish Brail Institute
    110 East 30th Street
    New York,NY10016     		None   The grant was to a public charity to support its general charitble purposes. 250
    PEF Israel Endowment Funds
    317 Madison Ave Ste 607
    New York,NY10017     		None   The grant is to a public charity to support its general charitable purposes. 25,000
    USO World Headquarters
    PO Box 96860
    Washington,DC20077     		None   The grant is to a public charity to support its general charitable purposes. 1,000
    Amer Soc fr the Prot of Nature in I
    28 Arrandale Ave
    Great Neck,NY11024     		None   The grant was to a public charity to support its general charitable purposes. 250
    Arthritis Foundation
    PO Box 96280
    Washington,DC20090     		None   The grant was to a public charity to support its general charitable purposes. 1,100
    AWAIC
    100 W 13th Avenue
    Anchorage,AK99501     		None   The grant was to a public charity to support its general charitable purposes. 3,000
    National Jewish Health
    PO Box 5898
    Denver,CO80217     		None   The grant was to a public charity to support its general charitable purposes. 100
    The Children's Lunchbox
    PO Box 101297
    Anchorage,AK99510     		None   The grant was to a public charity to support its general charitable purposes. 2,500
    The Smile Train
    PO Box 96231
    Washington,DC20090     		None   The grant was to a public charity to support its general charitable purposes. 250
    Anchorage Museum Assoc
    625 C Street
    Anchorage,AK99501     		None   The grant was to a public charity to support its general charitable purposes. 1,000
    Anchorage Senior Center
    1300 E 19th Ave
    Anchorage,AK99501     		None   The grant was to a public charity to support its general charitable purposes. 2,000
    First Alaskans Institute
    606 E Street Ste 200
    Anchorage,AK99501     		None   The grant was to a public charity to support its general charitable purposes. 10,000
    Israel Special Kid's Fund
    505 Eighth Avenue
    New York,NY10138     		None   The grant was to a public charity to support its general charitable purposes. 1,000
    Stand With Us
    PO Box 341069
    Los Angeles,CA90034     		None   The grant was to a public charity to support its general charitable purposes. 15,000
    Standing Together Against Rape
    1057 W Fireweed Ste 230
    Anchorage,AK99503     		None   The grant was to a public charity to support its general charitable purposes. 1,000
    Susan G Komen for the Cure
    PO Box 96216
    Washington,DC20090     		None   The grant was to a public charity to support its general charitable purposes. 100
    The Washington Institute
    1828 L Street NW Ste 1050
    Washington,DC20036     		None   The grant was to a public charity to support its general charitable purposes. 25,000
    US Holocaust Memorial Museum
    100 Raoul Wallenberg Place SW
    Washington,DC20024     		None   The grant was to a public charity to support its general charitable purposes. 5,000
    Ak Ctr for the Blind and Visually I
    3903 Taft Dr
    Anchorage,AK99517     		None   The grant was to a public charity to support its general charitable purposes. 20,000
    American Jewish World Service
    45 W 36th Street 11th Flr
    New York,NY10018     		None   The grant was to a public charity to support its general charitable purposes. 500
    Bean's Cafe
    PO Box 100940
    Anchorage,AK99510     		None   The grant was to a public charity to support its general charitable purposes. 2,500
    The Jewish Federation of NA
    25 Broadway Suite 1700
    New York,NY10004     		None   The grant was to a public charity to support its general charitable purposes. 335,000
    American Cancer Society
    PO Box 196910
    Anchorage,AK99519     		None   The grant is to a public charity to support its general charitable purposes. 1,500
    American Frds of Rabin Medical Ctr
    636 Broadway Suite 218
    New York,NY10012     		None   The grant is to a public charity to support its general charitable purposes. 1,000
    Anchorage Project Access
    1805 Academy Drive 101
    Anchorage,AK99507     		None   The grant is to a public charity to support its general charitable purposes. 5,000
    World Union for Progressive Judaism
    633 Third Ave Fl 7
    New York,NY10164     		None   The grant was to a public charity to support its general charitable purposes. 10,000
    American Friends of Leket Israel
    PO Box 2090
    Teaneck,NJ07666     		    The grant was to a public charity to support its general charitable purposes. 35,000
    American Friends of Neve Shalom
    12925 Riverside Dr Ste 322
    Sherman Oaks,CA91423     		None   The grant was to a public charity to support its general charitable purposes. 2,500
    Wounded Warrior Project
    PO Box 758516
    Topeka,KS66675     		None   The grant was to a public charity to support its general charitable purposes. 5,000
    World Jewish Congress
    501 Madison Avenue
    New York,NY10022     		None   The grant was to a public charity to support its general charitable purposes. 1,500
    American Friends of Western Galilee
    315 Madison Ave Ste 901
    New York,NY10017     		None   The grant was to a public charity to support its general charitable purposes. 5,000
    American Jewish Committee
    165 East 56 Street Suite 615
    New York,NY10022     		None   The grant was to a public charity to support its general charitable purposes. 5,000
    American Israel Educ Foundation
    251 H St NW
    Washington,DC20001     		None   The grant was to a public charity to support its general charitable purposes. 75,000
    Assoc of Alaska School Boards
    1111 W 9th Street
    Juneau,AK99801     		None   The grant was to a public charity to support its general charitable purposes. 217,000
    BBYO Passport
    800 Eighth Street NW
    Washington,DC20001     		None   The grant was to a public charity to support its general charitable purposes. 59,960
    Birthright Israel Foundation
    33 East 33rd Street 7th Floor
    New York,NY10016     		None   The grant was to a public charity to support its general charitable purposes. 50,000
    Boys and Girls Club of Anchorage
    2300 W 36th Avenue
    Anchorage,AK99517     		None   The grant was to a public charity to support its general charitable purposes. 500
    Boys and Girls Clubs of Alaska
    2300 W 36th Avenue
    Anchorage,AK99517     		None   The grant was to a public charity to support its general charitable purposes. 25,000
    Friends of Sheba Medical Center
    9465 Wilshire Blvd Ste 300
    Beverly Hills,CA90212     		None   The grant was to a public charity to support its general charitable purposes. 10,000
    Over the Horizon
    PO Box 5004
    Buffalo Grove,IL60089     		None   The grant was to a public charity to support its general charitable purposes. 1,000
    The Forward Association
    125 Maiden Lane
    New York,NY10038     		None   The grant was to a public charity to support its general charitable purposes. 250
    Total .................................bullet 3a 1,155,660
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........     		    14 147  
    4 Dividends and interest from securities....     14 144,075  
    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 -54,982  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue:
    aPub. Traded Pship Distrib     		  10,535 14    
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 10,535 89,240  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1399,775
    (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: 15000324
    Software Version: 2015v2.0


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    Gottstein Family Foundation
    EIN:
    94-3152524
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ME Stone CPA 2,720 0 0 2,720

    TY 2015 GeneralExplanationAttachment
    Name:
    Gottstein Family Foundation
    EIN:
    94-3152524
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Identifier Return Reference Explanation
      General Explanation Supplemental Information for Form 990-PF David Gottstein is the owner and lead investment advisor for Dynamic Capital Management (DCM). The Gottstein Family Foundation engages DCM to manage a portion of its investments. The advisory fees are paid at a rate and in a manner consistent with the market for such investment advisory services. David Gottstein receives no fees directly from The Foundation for his services as officer or board member.

    TY 2015 LegalFeesSchedule
    Name:
    Gottstein Family Foundation
    EIN:
    94-3152524
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Stokes, Lawrence 246 0 0 246


    TY 2015 OtherExpensesSchedule
    Name:
    Gottstein Family Foundation
    EIN:
    94-3152524
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Advisor Management fee - see note 23,410 23,410    
    Charity Watch Membership 50     50
    UBS Annual Account fee 150 150    


    TY 2015 OtherIncomeSchedule2
    Name:
    Gottstein Family Foundation
    EIN:
    94-3152524
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Pub. Traded Pship Distrib 10,535 1,085  


    TY 2015 TaxesSchedule
    Name:
    Gottstein Family Foundation
    EIN:
    94-3152524
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Federal Excise tax 17,030      
    Foreign Dividend taxes 1,311 1,311