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
The H Scott Caven III Memorial Foundation
inc
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

20-2450503
B Telephone number (see instructions)

(800) 839-1754
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,343,575J 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) 38,118
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 20 20  
4 Dividends and interest from securities... 14,090 14,090  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 55,575
b Gross sales price for all assets on line 6a 370,450
7 Capital gain net income (from Part IV, line 2)... 63,802
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 12,961 4  
12 Total. Add lines 1 through 11........ 120,764 77,916  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 1,682 1,682    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 310      
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 attachment 11,031     11,025
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 13,023 1,682   11,025
25 Contributions, gifts, grants paid....... 57,500 57,500
26 Total expenses and disbursements. Add lines 24 and 25 70,523 1,682   68,525
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 50,241
b Net investment income (if negative, enter -0-) 76,234
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......... 10,700 24,394 24,394
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)....... 761,214 Click to see attachment811,161 914,845
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).......... 384,853 Click to see attachment371,453 404,336
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) 1,156,767 1,207,008 1,343,575
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 1,156,767 1,207,008
30 Total net assets or fund balances (see instructions)..... 1,156,767 1,207,008
31 Total liabilities and net assets/fund balances (see instructions). 1,156,767 1,207,008
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
1,156,767
2
Enter amount from Part I, line 27a .....................
2
50,241
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,207,008
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
1,207,008
Form 990-PF (2015)
Form 990-PF (2015)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b 751 GAIN ON SALE OF PTNSHIP RECLASS      
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 370,450   294,107 76,343
b       -12,541
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       76,343
b        
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 63,802
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 66,815 1,366,556 0.048893
2013 66,613 1,342,316 0.049625
2012 63,929 1,330,604 0.048045
2011 42,384 1,322,985 0.032037
2010 20,457 866,998 0.023595
2
Total of line 1, column (d) .....................
20.202195
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
0.040439
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
1,379,159
5
Multiply line 4 by line 3......................
5
55,772
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
762
7
Add lines 5 and 6........................
7
56,534
8
Enter qualifying distributions from Part XII, line 4.............
8
68,525
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 1 762
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........................... 3 762
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- ..... 5 762
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a  
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,563
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,563
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 801
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet801 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)
    bulletDE
    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 addressbullet  
    14
    The books are in care ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    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
    Preston Owen Broadfoot VP
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Jennie Vivien Caven VP
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Vivien Caven VP / Dir
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    H Scott Caven Jr Pres / Dir / Sec
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Lindsey C Majors VP
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    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
     
    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
     
    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
    982,265
    b
    Average of monthly cash balances.......................
    1b
    13,561
    c
    Fair market value of all other assets (see instructions)................
    1c
    404,335
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,400,161
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,400,161
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    21,002
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,379,159
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    68,958
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    68,958
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    762
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
    1,614
    c
    Add lines 2a and 2b............................
    2c
    2,376
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    66,582
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    66,582
    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
    66,582
    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
    68,525
    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
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    68,525
    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
    762
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    67,763
    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 66,582
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 66,478
    b Total for prior years:2013, 2012, 2011  
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 68,525
    a Applied to 2014, but not more than line 2a 66,478
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2015 distributable amount..... 2,047
    e Remaining amount distributed out of corpus 0
    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 0
    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 ..........     		64,535
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015.... 0
    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).)
    H Scott Caven Jr
    Lindsey C Majors
    Preston Owen Broadfoot
    Vivien Caven
    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
    ARROW CHILD AND FAMILY MINISTRIES
    2929 FM 2920 RD
    SPRING,TX77388     		N/A PC Freedom Place Initiative 2,500
    CASA DE ESPERANZA DE LOS NINOS INCORPORATED
    PO BOX 66581
    HOUSTON,TX77266     		N/A PC General & Unrestricted 2,500
    CRISTO REY JESUIT HIGH SCHOOL OF HOUSTON INC
    6700 MOUNT CARMEL ST
    HOUSTON,TX77087     		N/A PC General & Unrestricted 5,000
    GLENWOOD CEMETERY HISTORIC PRESERVATION FOUNDATION
    2525 WASHINGTON AVE
    HOUSTON,TX77007     		N/A PC General & Unrestricted 2,500
    GULF COAST REGIONAL BLOOD CENTER
    1400 LA CONCHA LN
    HOUSTON,TX77054     		N/A PC Mobile Blood Bank 2,500
    ST JOHNS SCHOOL
    2401 CLAREMONT LN
    HOUSTON,TX77019     		N/A PC Headmaster's Students Assistance Fund 2,500
    ST JOHNS SCHOOL
    2401 CLAREMONT LN
    HOUSTON,TX77019     		N/A PC SJS Financial Aid Endowment Fund 5,000
    ST JOHNS SCHOOL
    2401 CLAREMONT LN
    HOUSTON,TX77019     		N/A PC care and maintenance of Scotty Caven Field 5,000
    ST LUKE'S UNITED METHODIST CHURCH OF HOUSTON INC
    PO BOX 22013
    HOUSTON,TX77227     		N/A PC Nick Finnegan Counseling Center 5,000
    TEACH FOR AMERICA HOUSTON
    4669 SW FREEWAY STE 600
    HOUSTON,TX77027     		N/A PC General & Unrestricted 2,500
    THE UNIVERSITY OF TEXAS AT AUSTIN
    PO BOX 7458
    AUSTIN,TX78713     		N/A PC Recreational Sports for the Men's Club Lacrosse team 10,000
    THE UNIVERSITY OF TEXAS AT AUSTIN
    PO BOX 7458
    AUSTIN,TX78713     		N/A PC Women's Club Lacrosse Team 2,500
    WILDLIFE CENTER OF TEXAS INC
    7007 KATY RD
    HOUSTON,TX77024     		N/A PC Annual Operating Budget Fund 10,000
    Total .................................bullet 3a 57,500
    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 20  
    4 Dividends and interest from securities....     14 14,090  
    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 55,575  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue:
    aK-1 Inc/Loss     		525990 416 14 4  
    b751 GAIN ON SALE OF PARTNERSHIP 525990 12,541      
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 12,957 69,689  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1382,646
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2015
    Name of the organization
    The H Scott Caven III Memorial Foundation
    inc
    Employer identification number

    20-2450503
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
    Name of organization
    The H Scott Caven III Memorial Foundation
    inc         		Employer identification number
    20-2450503
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    Caven Jr H Scott  
    2169 Troon Road
     
    Houston, TX77019

    		$ 68,118


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 3
    Name of organization
    The H Scott Caven III Memorial Foundation
    inc         		Employer identification number

    20-2450503
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 EXXON MOBIL CORP XOM, 306 sh. $ 24,315 2015-12-29
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 EXXON MOBIL CORP XOM, 73 sh. $ 5,801 2015-12-29
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 INTEL CORP INTC, 6 sh. $ 212 2015-12-29
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 INTERNATIONAL BUSINESS MACHINES IBM, 56 sh. $ 7,790 2015-12-29
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 GLOBE - BARDIN NEW BRITISH TERRESTRIAL $ 12,000 2015-12-23
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 LORING'S TERRESTRIAL GLOBE $ 18,000 2015-12-23
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 4
    Name of organization
    The H Scott Caven III Memorial Foundation
    inc         		Employer identification number

    20-2450503
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

    Additional Data


    Software ID:  
    Software Version:  

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

    TY 2015 DepreciationSchedule
    Name:
    The H Scott Caven III Memorial Foundation
     
    inc
    EIN:
    20-2450503
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    The H Scott Caven III Memorial Foundation
     
    inc
    EIN:
    20-2450503
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AT MID CAP EQUITY FUND INSTITU 111,093 105,911
    ATLANTIC TRUST DISC EQTY 178,999 169,445
    CISCO SYSTEMS INC 1,970 2,716
    DELAWARE US GROWTH 164,303 180,105
    EXXON MOBIL CORP 30,115 29,543
    HAMLIN HIGH DIVIDEND EQUITY FD 51,085 50,121
    INTEL CORP 24,457 34,657
    INTERNATIONAL BUSINESS MACHINE 7,791 7,707
    KINDER MORGAN INC 20,391 15,189
    MATTHEWS ASIA PACIFIC EQUITY I 91,628 110,158
    SEIX FLTG RATE HIGH INCOME FD 85,760 79,414
    WALT DISNEY HOLDINGS CO 43,569 129,879

    TY 2015 InvestmentsOtherSchedule2
    Name:
    The H Scott Caven III Memorial Foundation
     
    inc
    EIN:
    20-2450503
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    AUSTIN - AUTOGRAPH DOCUMENT SI   19,999 20,000
    AUSTIN - CERTIFICATE OF ADMISS   29,999 30,001
    AUSTIN - ORIGINAL MANUSCRIPT L   29,999 30,000
    AUSTIN - TEXIAN LOAN - 1836   3,000 4,000
    BAKER - TEXAS SCRAP-BOOK - UND   90 0
    BARKER - MEXICO AND TEXAS 1821   250 300
    BARKER - THE FINANCES OF THE T   25 0
    BARKER - THE LIFE OF STEPHEN 1   173 0
    BARKER - THE LIFE OF STEPHEN 2   113 0
    BERLANDIER - JOURNEY TO MEXICO   90 0
    BINKLEY - THE EXPANSIONIST MOV   113 0
    BRACHT - TEXAS IN 1848 - 1931   135 0
    BRADFORD - MAP & DESCRIPTION O   1,500 1,500
    BRAMAN - BRAMAN'S INFORMATION   750 800
    BRENNER - THE WIND THAT SWEPT   45 25
    BRIGHAM - MANUSCRIPT RECEIPT,   600 650
    BROWN - HISTORY OF TEXAS 1   500 650
    BROWN - HISTORY OF TEXAS 2   400 500
    BROWN - LIFE & TIMES OF HENRY   100 125
    BROWN - THE ENCYCLOPEDIA OF TH   810 800
    BURNET -SIGNED ITR-VELASCO-BON   1,500 1,600
    BURNET -SIGNED LTR-VELASCO-ITR   2,000 2,500
    CASTANEDA - MEXICAN SIDE -1928   375 400
    CASTANEDA - MEXICAN SIDE -1970   45 50
    CAYCE - RECEIPT FOR SALE OF LO   125 150
    CHABOT - CORPUS CHRISTI AND LI   131 0
    CHAMBERLAIN - MY CONFESSION -   156 150
    DAHMER - CADDO WAS...HISTORY O   9 0
    DAVIE - DIARY OF WM BARRET TRA   75 0
    DE CORDOVA - LECTURE ON TEXAS   375 400
    DE LA PENA - WITH SANTA ANNA I   50 50
    DESHIELDS - THEY SAT IN HIGH P   108 0
    DEWEES - LETTERS FROM - 1852   500 500
    DEWEES - LETTERS FROM - 19858   350 350
    DIENST - THE NAVY OF THE REPUB   818 800
    DIXON - HEROES OF SAN JACINTO   500 500
    DOBIE - GUIDE TO LIFE AND LITE   20 0
    DOBIE - THE LONGHOMS - UNDATED   1,200 1,200
    DRESEL - GUSTAV DRESEL'S HOUST   50 0
    DUVAL - EARLY TIMES -1892   400 500
    DUVAL - EARLY TIMES -1935   22 0
    EBERSTADT - CATALOGUE 162, TEX   100 125
    EDWARD - HISTORY OF TEXAS - 18   6,000 7,500
    EHRENBERG - WITH MILAM AND FAN   125 150
    ERATH - MEMOIRS OF GEORGE B. E   75 0
    EVANS & JOHNSON - TEXAS CENTEN   75 75
    FALCONER - LETTERS AND NOTES -   150 150
    FEHRENBACH - LONE STAR - 1968   150 225
    FILISOLA - REPRESENTATION DIRI   3,500 3,750
    FISKE - A VISIT TO TEXAS (2D E   7,500 8,000
    FISKE - A VISIT TO TEXAS - 183   850 850
    FOOTE - TEXAS AND THE TEXANS (   1,000 1,000
    FRANTZ - GAIL BORDEN - 1951   77 0
    FRANTZ - LURE OF THE LAND - 19   275 0
    GAILLARDET - SKETCHES OF EARLY   50 0
    GAMBRELL - ANSON JONES: LAST P   45 0
    GAMBRELL - MIRABEAU BONAPARTE   83 0
    GOUGE - THE FISCAL HISTORY OF   750 700
    GOVERNMENT OF TEXAS - CURRENCY   8,500 9,000
    GRAY - FROM VIRGINIA-1835-1909   7,500 8,000
    GRAY - FROM VIRGINIA-1835-1965   50 0
    GRAY - FROM VIRGINIA-1835-1998   59 0
    GREEN - JOURNAL OF THE TEXIAN   60 0
    GREEN-TEXIAN MIER EXPEDITION 1   1,200 1,200
    GREEN-TEXIAN MIER EXPEDITION 2   1,000 850
    HALEY - EARL VANDALE ON THE TR   178 0
    HARDIN - TEXIAN ILIAD - MILITA   25 0
    HELM - SCRAPS OF EARLY TEXAS H   1,200 1,200
    HENSON - SAMUEL MAY WILLIAMS -   23 0
    HILL - THE TEXAS NAVY - 1937   250 0
    HOGAN - THE TEXAS REPUBLIC: A   50 0
    HOLLEY - TEXAS (MAP MOUNTED SE   14,999 16,000
    HOLLEY - TEXAS - 1833   14,999 15,000
    HOLMAN - BUCKSKIN AND HOMESPUN   300 325
    HORGAN - GREAT RIVER, THE RIO   125 0
    HOUSTON - APPOINTMENT OF THOS.   7,000 7,500
    HOUSTON - AUTOGRAPH LETTER TO   3,000 3,000
    HOUSTON - ENGRAVED PORTRAIT -   75 75
    HOUSTON - LIFE OF GENERAL HOUS   300 300
    HOUSTON - PORTRAIT - HARPER'S   100 100
    HOUSTON - PROCLAMATION - 1842   900 900
    HOUSTON - REPUBLIC OF TEXAS.LA   7,500 15,000
    HOUSTON - TEXAS INDEPENDENCE -   110 0
    HOUSTON - THE INDUSTRIAL ADVAN   35 0
    HOUSTOUN -TEXAS 1844   3,000 1,750
    HOUSTOUN - TEXAS 1991   60 0
    HUGHES - DONIPHAN'S EXPEDITION   600 600
    HUGHES - REPORT OF THE SECRETA   1,500 1,500
    HUNTER - ADVENTURE OF A MIER P   90 0
    ILLUSTRATED LONDON NEWS - 3 EN   100 100
    JAMES - THE RAVEN - 1929   150 150
    JENKINS - RECOLLECTIONS OF EAR   75 0
    JENKINS - THE PAPERS OF THE TE   625 300
    JENNETT - BIOGRAPHICAL DIR. OF   40 0
    JONES - LAND GRANT - 1845   500 0
    JONES - LAND GRANT - 1846   1,000 1,000
    JONES - MEMORANDA AND OFFICIAL   375 400
    KEMP - SIGNERS OF THE DECLARAT   600 800
    KENDALL - NARRATIVE OF - 1ST   600 600
    KENDALL - NARRATIVE OF - 7TH   4,500 4,500
    KENDALL - NARRATIVE OF THE TEX   1,500 1,700
    KENDRICK - OATH OF OFFICE OF M   200 250
    KENNEDY - TEXAS - 1925   70 0
    KENNEDY - TEXAS:THE RISE,PROGR   15,000 15,000
    LAMAR - REPUBLIC OF TEXAS $500   600 875
    LANE - HISTORY OF THE UNIVERSI   113 0
    LANE - THE ADVENTURES - 1891   3,500 15,000
    LANE - THE ADVENTURES AND RECO   150 250
    LATHAM - TRAVELS IN THE REPUBL   36 0
    LAWRENCE - TEXAS IN 1840 - 184   2,500 5,000
    LEA - PORTFOLIO OF SIX PAINTIN   375 375
    LEA - THE KING RANCH - 1957   650 650
    LECLERC - TEXAS - 1841   400 400
    LECLERC - TEXAS AND ITS REVOLU   250 350
    LESTER - SAM HOUSTON AND HIS R   1,500 1,500
    LINN - REMINISCENCES OF FIFTY   600 600
    LOCKHART - SIXTY YEARS - 1930   2,500 2,750
    LOCKHART - SIXTY YEARS - 1967   50 0
    LORING - TERRESTRIAL GLOBE - 1   6,000 6,000
    LUBBOCK - SIX DECADES IN TEXAS   600 600
    LUNDY - THE LIFE TRAVELS AND O   1,000 1,250
    LUNDY - THE WAR IN TEXAS (WRAP   1,200 1,200
    LUNDY - THE WAR IN TEXAS - 183   750 900
    MAILLARD - THE HISTORY OF THE   7,500 8,500
    MAP - CARTE DU MEXIQUE OU NOUV   200 0
    MAP - MAP OF THE STATE OF TEXA   100 0
    MAP - TEXAS (NEW YORK) - 1835   1,000 1,000
    MARSHALL - HIST, OF THE WEST.   270 0
    MARTINEZ CARO - VERDADERA IDEA   4,000 5,000
    MAVERICK - MEMOIRS - 1921   100 0
    MCDANIELD & TAYLOR - THE COMIN   750 750
    MEINIG - IMPERIAL TEXAS - 1969   56 0
    MEINIG - IMPERIAL TEXAS - 1969   54 0
    MEXICO COMMUNICATION - ANNOUNC   2,500 2,500
    MEXICO DECREE OF CONGRES-1836   750 900
    MEXICO DECREE OF CONGRES-1838   750 950
    MEXICO DECREE OF CONGRESO -NAT   900 2,200
    MEXICO DECREE OF CONGRESO GENE   2,500 3,000
    MIDDELTON - HISTORY OF THE REG   59 0
    MILLER - A FINANCIAL HISTORY O   161 0
    MITCHELL - MAP OF THE STATE OF   450 450
    MOODY/COLE - $125 NOTE TO GABR     0
    MOORE - MAP & DESCRIPTION OF T   30 0
    MORFI - A HISTORY OF TEXAS, 16   495 0
    MUIR - TEXAS IN 1837 - 1958   100 0
    NAVARRO - MANUSCRIPT RECEIPT F   1,200 1,500
    NEWELL - HISTORY OF THE REVOLU   4,500 4,500
    NILES & PEASE - HISTORY OF SOU   1,500 1,500
    NILES' WEEKLY REGISTER - TEXAS   850 900
    OLMSTED - A JOURNEY THROUGH TE   650 700
    PARKER - TRIP TO THE WEST AND   10,000 10,000
    PIERCE - TEXAS UNDER ARMS 1836   50 0
    PIKE - THE JOURNALS OF ZEBULON   130 0
    POOL - A HISTORICAL ATLAS OF T   25 0
    RANKIN - TEXAS IN 1850-1850 1   850 1,000
    RANKIN - TEXAS IN 1850-1850 2   450 500
    REPUBLIC OF TEXAS - $500 BOND   2,500 2,500
    REPUBLIC OF TEXAS - CURRENCY -   4,450 6,000
    RICHARDSON - COMANCHE BARRIER   270 0
    RICHARDSON - TEXAS, THE LONE S   54 0
    RICHARDSON - THE TEXAS ALMANAC   1,750 1,750
    ROBINSON - JUDGE ROBERT MCALPI   90 0
    ROEMER - TEXAS, GERMAN IMMIGRA   55 0
    SCHM1TZ - THUS THEY LIVED: REP   85 85
    SCHMITZ - TEXAS CULTURE: 1836-   25 0
    SMITH - REMINISCENCES OF THE T   1,500 1,200
    SMITH - THE ANNEXATION OF TEXA   275 0
    SMITHWICK - THE EVOLUTION OF 1   500 550
    SMITHWICK - THE EVOLUTION OF 2   60 0
    SOLMS-BRAUNF. - TEXAS, 1844-18   128 0
    SONNICHSEN - I'LL DIE BEFORE I   30 25
    SOWELL - TEXAS INDIAN FIGHTERS   1,750 1,750
    SPELL - PIONEER PRINTER: SAMUE   45 0
    STAPP - THE PRISONERS OF PER 1   900 1,000
    STAPP - THE PRISONERS OF PER 2   1,500 1,600
    STEELE - BIOGRAPHY OF PRIVATE   75 75
    STIFF - THE TEXAN EMIGRANT - 1   10,000 10,000
    STREETER - BIBLIOGRAPHY OF TEX   585 0
    TEXAS - BIOGRAPHICAL DIRECTORY   40 25
    TEXAS - CARTAS DE TEJAS Y VENI   1,500 1,500
    TEXAS - CONSTITUTION - PRES.PO   550 600
    TEXAS - DECLARATION OF INDEPEN   633 650
    TEXAS - ENLISTMENT DOC- JAMES   950 1,000
    TEXAS - LAWS OF THE REPUBLIC -   400 500
    TEXAS - LAWS OF THE REPUBLIC O   2,000 2,500
    TEXAS - YELLOW ROSE OF TEXAS S   30 0
    TEXAS TREASURY - $25 NOTE TO G   950 1,000
    THSA - NEW HANDBOOK OF TEXAS -   659 650
    TRAVIS - AUTOGRAPH DOCUMENT SI   19,999 22,000
    TRAVIS/BUMET - AUTOGRAPH DOCUM   24,999 27,000
    TYLER - MADISONIAN-EXTRA. PRES   500 600
    US CONGRESS - H. R. 46 + STEPH   2,500 2,750
    WALLACE - DOCUMENTS OF TEXAS H   45 0
    WEBB - -VOLS. I, II, III - 198   60 25
    WEBB - THE HANDBOOK OF TEXAS,     0
    WEEMS - DREAM OF EMPIRE - 1971   27 25
    WHARTON - REMEBER GOLIAD - CA.   400 400
    WHEELER - TO WEAR A CITY'S CRO   27 0
    WINKLER - MANUSCRIPT LTRS AND   275 275
    WISLIZENUS - MEMOIR OF A TOUR   75 100
    WOOTEN - A COMPLETE TEXAS HIST   75 75
    WOOTEN - A COMPREHENSIVE HISTO   1,750 1,750
    YOAKUM - HISTORY OF TEXAS (ORI   1,500 1,750
    YOAKUM - HISTORY OF TEXAS (RE-   750 950

    TY 2015 OtherExpensesSchedule
    Name:
    The H Scott Caven III Memorial Foundation
     
    inc
    EIN:
    20-2450503
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 11,000     11,000
    K-1 Exp MAGELLAN MIDSTREAM PAR 6      
    State or Local Filing Fees 25     25


    TY 2015 OtherIncomeSchedule2
    Name:
    The H Scott Caven III Memorial Foundation
     
    inc
    EIN:
    20-2450503
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 Inc/Loss MAGELLAN MIDSTREAM PARTNERS LP 420 4  
    751 Gain on Sale MAGELLAN MIDSTREAM PARTNERS LP 12,541    


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    The H Scott Caven III Memorial Foundation
     
    inc
    EIN:
    20-2450503
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 1,682 1,682    


    TY 2015 TaxesSchedule
    Name:
    The H Scott Caven III Memorial Foundation
     
    inc
    EIN:
    20-2450503
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Extension for 2014 210      
    990-T EXTENSION FOR 2014 100