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
ALH FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)20 SOUTH CHARLES STREET
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BALTIMORE, MD21201
A Employer identification number

52-6034744
B Telephone number (see instructions)

(412) 762-3792
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$2,276,782
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 49,296 49,296  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 159,851
b Gross sales price for all assets on line 6a 1,112,369
7 Capital gain net income (from Part IV, line 2)... 159,851
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 209,147 209,147  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... 3,102 0 0 3,102
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 17,197 17,197   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 6,380 90   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 541 500   41
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 27,220 17,787 0 3,143
25 Contributions, gifts, grants paid....... 126,655 126,655
26 Total expenses and disbursements. Add lines 24 and 25 153,875 17,787 0 129,798
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 55,272
b Net investment income (if negative, enter -0-) 191,360
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 167,103 116,136 116,136
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
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)....... 764,482 Click to see attachment775,682 996,278
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).......... 1,123,005 Click to see attachment1,218,124 1,164,368
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) 2,054,590 2,109,942 2,276,782
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........ 2,052,506 2,104,621
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 2,084 5,321
30 Total net assets or fund balances (see instructions)..... 2,054,590 2,109,942
31 Total liabilities and net assets/fund balances (see instructions). 2,054,590 2,109,942
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
2,054,590
2
Enter amount from Part I, line 27a .....................
2
55,272
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
80
4
Add lines 1, 2, and 3 ..........................
4
2,109,942
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
2,109,942
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 186. DISCOVER FINANCIAL W/I     2015-01-23
b 46. DISCOVER FINANCIAL W/I   2014-09-30 2015-01-23
c 816. REGIONS FINANCIAL CORP     2015-01-23
d 1490.459 DODGE & COX INTERNATIONAL STOCK FUND     2015-01-26
e 2. HEALTH CARE SELECT SECTOR ETF LARGE CAP   2014-08-29 2015-01-30
728. SECTOR SPDR TR SBI INT-TECH   2014-07-31 2015-01-30
43. SECTOR SPDR TR SHS BEN INT-UTILITIES   2014-12-01 2015-01-30
464. GENERAL ELEC CO COM     2015-02-03
90. UNITED RENTALS INC COM   2014-09-11 2015-02-03
193. GILEAD SCIENCES INC COM     2015-02-06
148. AMERICAN EXPRESS CO   2009-11-18 2015-02-18
27. BOEING CO   2012-07-30 2015-02-19
12. LOCKHEED MARTIN CORP   2013-11-22 2015-02-19
107. SOUTHWEST AIRLINES COM   2014-06-06 2015-02-19
19. AETNA INC NEW   2013-05-30 2015-02-26
15. ALLSTATE CORP   2014-10-14 2015-02-26
29. ALTRIA GROUP INC   2013-05-13 2015-02-26
7. AMERIPRISE FINANCIAL INC   2015-01-23 2015-02-26
12. AMGEN INC   2014-08-08 2015-02-26
42. APPLE INC     2015-02-26
7. BECTON DICKINSON & CO   2013-03-13 2015-02-26
7. BERKSHIRE HATHAWAY INC CLASS B   2015-02-06 2015-02-26
6. BOEING CO   2012-07-30 2015-02-26
16. CIGNA CORP   2014-07-18 2015-02-26
17. CVS CAREMARK CORP   2013-02-21 2015-02-26
66. CISCO SYS INC COM   2014-06-06 2015-02-26
7. CINTAS CORP   2015-02-03 2015-02-26
27. COMCAST CORPORATION CL A   2014-07-23 2015-02-26
19. CONOCOPHILLIPS   2014-08-12 2015-02-26
16. CONSTELLATION BRANDS INC CL A   2014-07-23 2015-02-26
17. DELTA AIR LINES INC   2013-07-25 2015-02-26
23. DISNEY WALT CO   2014-02-20 2015-02-26
14. DR PEPPER SNAPPLE GROUP INC   2014-10-14 2015-02-26
13. EOG RES INC   2013-07-25 2015-02-26
9. EASTMAN CHEM CO   2014-06-03 2015-02-26
9. EDWARDS LIFESCIENCES CORP   2015-02-06 2015-02-26
16. EXXON MOBIL CORP   2014-11-17 2015-02-26
20. FOOT LOCKER INC   2014-04-03 2015-02-26
33. GENERAL ELEC CO COM   2010-01-26 2015-02-26
4. GOOGLE INC CL A     2015-02-26
17. HCA HOLDINGS INC   2014-08-08 2015-02-26
11. HANESBRANDS INC - W/I   2014-03-13 2015-02-26
13. HOME DEPOT INC COM   2012-01-09 2015-02-26
7. HONEYWELL INTL INC   2015-02-03 2015-02-26
8. ISHARES TR S&P SMLCP GROW   2014-03-14 2015-02-26
33. J P MORGAN CHASE & CO COM   2014-09-30 2015-02-26
17. JOHNSON & JOHNSON COM   2009-06-11 2015-02-26
30. KROGER CO   2014-05-06 2015-02-26
9. L BRANDS INC   2014-09-26 2015-02-26
26. LINCOLN NATIONAL CORP   2014-09-12 2015-02-26
5. LOCKHEED MARTIN CORP   2013-11-22 2015-02-26
13. MAGNA INTERNATIONAL ISIN CA5592224011   2013-12-30 2015-02-26
7. MCKESSON HBOC INC COMMN   2013-10-28 2015-02-26
20. MICROSOFT CORP   2009-06-23 2015-02-26
26. MICRON TECHNOLOGY INC   2014-09-30 2015-02-26
5. NORTHROP GRUMMAN CORPORATION   2015-02-19 2015-02-26
19. PACKAGING CORP OF AMERICA COM   2014-03-19 2015-02-26
7. POLARIS INDS INC   2012-05-02 2015-02-26
26. PRINCIPAL FINANCIAL GROUP COM   2014-08-12 2015-02-26
19. PROCTER & GAMBLE CO   2012-11-14 2015-02-26
15. QUALCOMM     2015-02-26
232.063 T ROWE PRICE REAL ESTATE FUND FD 122   2012-11-01 2015-02-26
15. ST JUDE MEDICAL INC   2014-02-20 2015-02-26
18. SCHLUMBERGER LTD COM   2014-03-31 2015-02-26
18. HEALTH CARE SELECT SECTOR ETF LARGE CAP   2014-08-29 2015-02-26
19. SECTOR SPDR TR SBI CONS STPLS   2015-01-30 2015-02-26
27. SKYWORKS SOLUTIONS INC COM   2014-03-21 2015-02-26
8. SNAP-ON INC COM   2014-12-15 2015-02-26
20. SOUTHWEST AIRLINES COM   2014-06-06 2015-02-26
12. THE TRAVELERS COS INC   2014-05-02 2015-02-26
10. UNION PAC CORP COM   2010-03-30 2015-02-26
23. VERIZON COMMUNICATIONS COM   2013-05-15 2015-02-26
3. VISA INC CLASS A SHARES   2013-02-11 2015-02-26
21. VOYA FINL INC COM   2015-02-18 2015-02-26
40. WELLS FARGO & CO NEW COM     2015-02-26
29. WISCONSIN ENERGY CORP   2009-06-23 2015-02-26
15. WYNDHAM WORLDWIDE CORP   2014-01-17 2015-02-26
36. INVESCO LTD ISIN BMG491BT1088 SEDOL B28XP76   2014-09-12 2015-02-26
11. ACE LIMITED NAME CHG 01/15/16 SEE H1467J104   2014-12-15 2015-02-26
23. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182   2014-06-25 2015-02-26
12. CHECK POINT SOFTWARE COM   2014-08-29 2015-02-26
8. LYONDELLBASELL INDUSTRIES N.V. ISIN NL0009434992 SEDOL B3SPXZ3   2014-09-19 2015-02-26
19. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7   2013-11-26 2015-02-26
15. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2014-08-12 2015-02-26
96. EASTMAN CHEM CO   2014-06-03 2015-03-04
85. LYONDELLBASELL INDUSTRIES N.V. ISIN NL0009434992 SEDOL B3SPXZ3   2014-09-19 2015-03-04
96. EOG RES INC   2013-07-25 2015-03-17
267. MICRON TECHNOLOGY INC   2014-09-30 2015-03-27
53. SKYWORKS SOLUTIONS INC COM   2014-03-21 2015-03-27
50. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7   2013-11-26 2015-03-27
617. SECTOR SPDR TR SBI CONS STPLS   2015-01-30 2015-03-31
694. SECTOR SPDR TR SHS BEN INT-UTILITIES     2015-03-31
166. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2014-08-12 2015-04-22
198. PACKAGING CORP OF AMERICA COM   2014-03-19 2015-04-28
288.694 AMERICAN BEACON L/C VALU IS   2012-11-01 2015-04-30
587.905 ARTISAN FDS INC INTERNATIONAL   2012-11-01 2015-04-30
462.637 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO   2012-11-01 2015-04-30
1054.473 TEMPLETON INSTL FDS INC FOREIGN EQUITY SER     2015-04-30
198. PROCTER & GAMBLE CO     2015-05-05
17. ACE LIMITED NAME CHG 01/15/16 SEE H1467J104   2014-12-15 2015-05-13
111. ACE LIMITED NAME CHG 01/15/16 SEE H1467J104   2014-04-10 2015-05-13
240. DELTA AIR LINES INC     2015-05-27
107. UNION PAC CORP COM   2010-03-30 2015-05-27
70. QUALCOMM   2015-03-27 2015-06-02
166. QUALCOMM   2011-01-14 2015-06-02
253. SOUTHWEST AIRLINES COM   2014-06-06 2015-06-10
45. AETNA INC NEW   2013-05-30 2015-07-13
32. CIGNA CORP     2015-07-13
63. SKYWORKS SOLUTIONS INC COM   2014-03-21 2015-07-13
41. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7   2013-11-26 2015-07-13
58. 3M COMPANY COM   2015-03-17 2015-07-20
80. POLARIS INDS INC     2015-07-27
9. SECTOR SPDR TR SBI CYCL TRANS   2015-03-31 2015-07-31
728. SECTOR SPDR TR SBI INT-TECH   2015-03-31 2015-07-31
516. HANESBRANDS INC - W/I   2014-03-13 2015-08-05
73. SKYWORKS SOLUTIONS INC COM   2014-03-21 2015-08-05
199. CONOCOPHILLIPS     2015-08-12
15. CONOCOPHILLIPS   2014-08-12 2015-08-12
203. ALLSTATE CORP   2014-10-14 2015-08-14
80. BECTON DICKINSON & CO   2013-03-13 2015-08-20
41. CIGNA CORP   2014-07-14 2015-08-24
25. MCKESSON HBOC INC COMMN   2013-10-28 2015-08-24
270. ISHARES TR S&P SMLCAP 600   2015-07-31 2015-08-31
91. BERKSHIRE HATHAWAY INC CLASS B     2015-09-03
40. CONSTELLATION BRANDS INC CL A     2015-09-15
138. KROGER CO   2014-05-06 2015-09-15
58. MCKESSON HBOC INC COMMN   2013-10-28 2015-09-15
4. HEALTH CARE SELECT SECTOR ETF LARGE CAP     2015-09-30
423. HEALTH CARE SELECT SECTOR ETF LARGE CAP   2014-08-29 2015-09-30
625. SECTOR SPDR TR SBI CONS STPLS   2015-08-31 2015-09-30
3. APPLE INC   2013-10-09 2015-10-15
49. DISNEY WALT CO     2015-10-15
240. VOYA FINL INC COM   2015-02-18 2015-10-15
66. WYNDHAM WORLDWIDE CORP     2015-10-15
226. HCA HOLDINGS INC     2015-10-27
1185. SECTOR SPDR TR SBI CYCL TRANS     2015-10-28
290. MAGNA INTERNATIONAL ISIN CA5592224011   2013-12-30 2015-11-10
66. AETNA INC NEW   2013-05-30 2015-11-11
23. CIGNA CORP   2014-07-14 2015-11-11
41. SNAP-ON INC COM     2015-11-17
19. SNAP-ON INC COM   2014-09-11 2015-11-17
144. ST JUDE MEDICAL INC   2014-02-20 2015-11-20
454. SPDR TR UNIT SER 1   2015-10-28 2015-11-30
69. SIGNET JEWELERS LTD ISIN BMG812761002 SEDOL B3CTNK6   2015-11-10 2015-12-17
68. GOLDMAN SACHS GROUP INC COM   2015-05-13 2015-12-18
CAPITAL GAIN DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 10,643   6,583 4,060
b 2,632   2,968 -336
c 7,394   7,945 -551
d 64,075   47,365 16,710
e 140   128 12
29,296   28,526 770
2,099   1,992 107
11,312   9,651 1,661
8,001   10,332 -2,331
19,369   15,907 3,462
11,660   6,136 5,524
4,122   2,017 2,105
2,401   1,688 713
4,759   2,947 1,812
1,896   1,189 707
1,065   928 137
1,618   1,075 543
948   907 41
1,898   1,518 380
5,360   3,086 2,274
1,039   635 404
1,037   1,059 -22
910   448 462
1,944   1,533 411
1,771   882 889
1,974   1,641 333
587   564 23
1,600   1,475 125
1,249   1,525 -276
1,846   1,406 440
792   360 432
2,417   1,822 595
1,093   903 190
1,179   952 227
685   808 -123
1,210   1,218 -8
1,416   1,513 -97
1,113   970 143
854   548 306
2,217   1,893 324
1,218   1,124 94
1,400   810 590
1,503   562 941
728   703 25
1,025   960 65
2,027   1,996 31
1,733   956 777
2,167   1,395 772
823   616 207
1,525   1,427 98
1,014   703 311
1,424   1,057 367
1,611   1,075 536
881   468 413
798   897 -99
836   846 -10
1,574   1,350 224
1,098   579 519
1,347   1,312 35
1,624   1,262 362
1,080   822 258
6,403   4,813 1,590
1,003   1,020 -17
1,507   1,759 -252
1,304   1,148 156
945   920 25
2,384   1,029 1,355
1,180   1,063 117
887   551 336
1,286   1,096 190
1,216   369 847
1,134   1,231 -97
816   471 345
916   917 -1
2,209   1,121 1,088
1,484   585 899
1,381   1,116 265
1,451   1,470 -19
1,257   1,241 16
1,668   1,403 265
1,011   841 170
697   912 -215
1,628   811 817
1,160   909 251
7,130   8,615 -1,485
7,380   9,688 -2,308
8,337   7,030 1,307
7,011   9,214 -2,203
5,127   2,021 3,106
4,917   2,133 2,784
30,215   29,889 326
30,743   32,117 -1,374
12,197   10,058 2,139
13,573   14,069 -496
5,840   4,677 1,163
18,584   13,939 4,645
8,901   7,092 1,809
23,409   21,682 1,727
15,897   10,208 5,689
1,828   1,917 -89
11,934   11,033 901
10,097   5,014 5,083
10,954   3,943 7,011
4,845   4,716 129
11,489   8,631 2,858
8,856   6,969 1,887
5,128   2,816 2,312
4,988   3,065 1,923
6,340   2,402 3,938
3,796   1,749 2,047
9,106   9,524 -418
11,017   6,594 4,423
723   683 40
31,029   30,411 618
14,973   9,498 5,475
6,352   2,783 3,569
10,166   13,787 -3,621
766   1,204 -438
12,874   12,553 321
11,587   7,252 4,335
5,616   3,891 1,725
4,912   3,838 1,074
29,915   31,673 -1,758
12,100   13,651 -1,551
5,133   3,333 1,800
5,087   3,209 1,878
11,407   8,904 2,503
263   292 -29
27,847   26,986 861
29,393   29,589 -196
333   209 124
5,222   3,864 1,358
9,337   10,479 -1,142
4,807   4,197 610
15,728   14,174 1,554
94,877   88,248 6,629
13,482   11,793 1,689
7,034   4,130 2,904
3,063   2,183 880
6,765   5,803 962
3,135   2,376 759
8,925   9,789 -864
94,932   94,285 647
8,082   10,222 -2,140
12,121   13,665 -1,544
      24,760
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       4,060
b       -336
c       -551
d       16,710
e       12
      770
      107
      1,661
      -2,331
      3,462
      5,524
      2,105
      713
      1,812
      707
      137
      543
      41
      380
      2,274
      404
      -22
      462
      411
      889
      333
      23
      125
      -276
      440
      432
      595
      190
      227
      -123
      -8
      -97
      143
      306
      324
      94
      590
      941
      25
      65
      31
      777
      772
      207
      98
      311
      367
      536
      413
      -99
      -10
      224
      519
      35
      362
      258
      1,590
      -17
      -252
      156
      25
      1,355
      117
      336
      190
      847
      -97
      345
      -1
      1,088
      899
      265
      -19
      16
      265
      170
      -215
      817
      251
      -1,485
      -2,308
      1,307
      -2,203
      3,106
      2,784
      326
      -1,374
      2,139
      -496
      1,163
      4,645
      1,809
      1,727
      5,689
      -89
      901
      5,083
      7,011
      129
      2,858
      1,887
      2,312
      1,923
      3,938
      2,047
      -418
      4,423
      40
      618
      5,475
      3,569
      -3,621
      -438
      321
      4,335
      1,725
      1,074
      -1,758
      -1,551
      1,800
      1,878
      2,503
      -29
      861
      -196
      124
      1,358
      -1,142
      610
      1,554
      6,629
      1,689
      2,904
      880
      962
      759
      -864
      647
      -2,140
      -1,544
       
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 2 159,851
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 119,239 2,304,593 0.05174
2013 128,665 2,162,107 0.059509
2012 118,549 2,015,821 0.058809
2011 122,940 2,045,725 0.060096
2010 109,202 1,897,187 0.05756
2
Total of line 1, column (d) .....................
20.287714
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
0.057543
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
2,335,618
5
Multiply line 4 by line 3......................
5
134,398
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,914
7
Add lines 5 and 6........................
7
136,312
8
Enter qualifying distributions from Part XII, line 4.............
8
129,798
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 3,827
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 3,827
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,827
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 4,460
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,460
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 0
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 10 633
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet633 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMD
    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 ofbulletPNC BANK NA Telephone no.bullet (412) 762-3792

    Located atbullet620 LIBERTY AVENUEPITTSBURGHPA ZIP+4bullet15222
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    CATHERINE G APPLEFELD VICE PRESIDENT/treasurer
    1
    0    
    23 MERRYMOUNT ROAD
    BALTIMORE,MD21210
    JOHN P GREENSPAN PRESIDENT
    1
    0    
    123 LORENZO ROAD
    SANTA FE,NM87501
    SANFORD D SCHREIBER SECRETARY
    1
    0    
    BLADES ROSENFELD PA 20 SOUTH C
    BALTIMORE,MD21201
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................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
    2,371,186
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,371,186
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    2,371,186
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    35,568
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,335,618
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    116,781
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    116,781
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    3,827
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,827
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    112,954
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    112,954
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    112,954
    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
    129,798
    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
    129,798
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    129,798
    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 7 112,954
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 0
    b Total for prior years:2013, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 15,237
    b From 2011...... 22,814
    c From 2012...... 20,896
    d From 2013...... 24,802
    e From 2014...... 8,466
    fTotal of lines 3a through e........ 92,215
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 129,798
    a Applied to 2014, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2015 distributable amount..... 112,954
    e Remaining amount distributed out of corpus 16,844
    5 Excess distributions carryover applied to 2015. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 109,059
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...
    15,237
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......
    93,822
    10 Analysis of line 9:
    a Excess from 2011.... 22,814
    b Excess from 2012.... 20,896
    c Excess from 2013.... 24,802
    d Excess from 2014.... 8,466
    e Excess from 2015.... 16,844
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    JOHN P GREENSPAN
    123 LORENZO ROAD
    SANTA FE,NM87501
    (505) 992-0516
    bThe form in which applications should be submitted and information and materials they should include:
    NO FORMAL APPLICATIONS
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    AWARDS ARE MADE UPON APPROVAL OF THE TRUSTEES
    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
    CENTRAL SCHOLARSHIP BUREAU
    6 PARK CENTER COURT SUITE 211
    OWINGS MILLS,MD21117
    NONE PC GENERAL SUPPORT 1,000
    SANTA FE SYMPHONY
    551 CORDOVA
    SANTE FE,NM87501
    NONE PC GENERAL SUPPORT 13,400
    SANTA FE DESERT CHORALE
    311 EAST PALACE AVENUE
    SANTA FE,NM87501
    NONE PC GENERAL SUPPORT 1,700
    THE PARK SCHOOL
    OLD COURT RD
    BROOKLANDVILLE,MD21022
    NONE PC GENERAL SUPPORT 2,500
    B'NAI B'RITH
    1120 20TH STREET NW 300 NORTH
    WASHINGTON,DC20036
    NONE PC GENERAL SUPPORT 500
    THE AMERICAN JEWISH COMMITTEE
    165 EAST 56TH STREET
    NEW YORK,NY10022
    NONE PC GENERAL SUPPORT 250
    THE ISRAEL PROJECT
    2020 K STREET NW 7600
    WASHINGTON,DC20006
    NONE PC GENERAL SUPPORT 2,500
    ANTI-DEFAMATION LEAGUE
    605 THIRD AVENUE
    New York,NY10158
    NONE PC GENERAL SUPPORT 250
    U OF MARYLAND BALTIMORE FDN (LAW SCHOOL)
    500 W BALTIMORE STREET
    BALTIMORE,MD21201
    NONE PC GENERAL SUPPORT 500
    JAZZ BAKERY
    1836 BENEDICT CANYON DRIVE
    BEVERLY HILLS,CA90210
    NONE PC GENERAL SUPPORT 2,500
    WYPR
    2216 NORTH CHARLES STREET
    BALTIMORE,MD212185718
    NONE PC GENERAL SUPPORT 1,000
    ST JOHN'S COLLEGE
    1160 CAMINO CRUZ BLANCA
    SANTA FE,NM87505
    NONE PC GENERAL SUPPORT 2,500
    BREAKTHROUGH SANTA FE
    1101 CAMINO DE LA CRUZ BLANCA
    SANTA FE,NM87505
    NONE PC GENERAL SUPPORT 1,000
    AMERICAN FRIENDS OF THE HEBEW UNIVERSITY
    11500 W OLYMPIC BOULEVARD STE512
    LOS ANGELES,CA90035
    NONE PC GENERAL SUPPORT 2,500
    NORTHERN NEW MEXICO RADIO FOUNDATION
    SOUTH RICHARDS AVENUE
    SANTA FE,NM87507
    NONE PC GENERAL SUPPORT 5,150
    JOHNS HOPKINS UNIVERSITY
    PEABODY JAZZ PROGRAM
    1 EAST MT VERNON PLACE
    BALTIMORE,MD21201
    NONE PC GENERAL SUPPORT 5,000
    THE LAWRENCE FUND
    711 BOLDT WAY SPC 1847
    APPLETON,WI549115595
    NONE PC GENERAL SUPPORT 1,500
    OPEN ARTS FOUNDATION
    SECOND STREET
    SANTA FE,NM87505
    NONE PC GENERAL SUPPORT 300
    TEMPLE BETH SHALOM
    205 E BARCELONA
    SANTA FE,NM87505
    NONE PC GENERAL SUPPORT 3,400
    THE BALTIMORE SYMPHONY ORCHESTRA
    1212 CATHEDRAL STREET
    BALTIMORE,MD212015545
    NONE PC GENERAL SUPPORT 2,500
    ASSOCIATED JEWISH COMMUNITY
    FEDERATION OF BALTIMORE
    101 W MT ROYAL AVENUE
    BALTIMORE,MD212015781
    NONE PC GENERAL SUPPORT 30,000
    NEW MEXICO COMMUNITY FOUNDATION
    502 W CORDOVA SUITE 1
    SANTA FE,NM87505
    NONE PC GENERAL SUPPORT 250
    MARYLAND MENTAL HEALTH ASSOCIATION
    711 W 40TH STREET 460
    BALTIMORE,MD21211
    NONE PC GENERAL SUPPORT 10,000
    CREATIVITY FOR PEACE
    369 MONTEZUMA AVENUE 56
    SANTA FE,NM87505
    NONE PC GENERAL SUPPORT 1,000
    UNITED NEGRO COLLEGE FUN
    1805 7TH STREET NW
    WASHINGTON,DC20001
    NONE PC GENERAL SUPPORT 500
    NATIONAL URBAN LEAGUE
    120 WALL STREET
    NEW YORK,NY10005
    NONE PC GENERAL SUPPORT 500
    THE MYERBERG CENTER
    3101 FALLSTAFF ROAD
    BALTIMORE,MD21209
    NONE PC GENERAL SUPPORT 500
    THE JOHNS HOPKINS FRIENDS OF THE LIBRARY
    3400 N CHARLES STREET
    BALTIMORE,MD21218
    NONE PC GENERAL SUPPORT 1,000
    OUTPOST PRODUCTIONS
    210 YALE SE
    ALBUQUERQUE,NM87106
    NONE PC GENERAL SUPPORT 2,500
    NEW MEXICO PHILHARMONIC
    PO BOX 21428
    ALBUQUERQUE,NM871541428
    NONE PC GENERAL SUPPORT 250
    UNITED WAY OF SANTA FE
    440 CERRILLOS ROAD
    SANTA FE,NM87501
    NONE PC GENERAL SUPPORT 2,500
    EDUCATE NEW MEXICO
    PO BOX 794
    ALBUQUERQUE,NM87103
    NONE PC GENERAL SUPPORT 250
    RIO GRANDE FOUNDATION
    5500 BENSON CT NW
    ALBUQUERQUE,NM87120
    NONE PC GENERAL SUPPORT 250
    KHFM COMMUNITY PARTNERS
    4125 CARLISLE NE
    ALBUQUERQUE,NM87107
    NONE PC GENERAL SUPPORT 250
    THE NEW MEXICO FOUNDATION FOR OPEN
    GOVERNMENT
    115 GOLD AVENUE SW 201
    ALBUQUERQUE,NM87102
    NONE PC GENERAL SUPPORT 150
    THE LOS ANGELES JAZZ INSTITUTE
    PO BOX 8038
    LONG BEACH,CA90808
    NONE PC GENERAL SUPPORT 250
    TEMPLE OHEB SHALOM
    7310 PARK HEIGHTS AVENUE
    BALTIMORE,MD21215
    NONE PC GENERAL SUPPORT 8,400
    SCHOOL FOR THE ARTS - NM
    275 EAST ALAMEDAS
    SANTA FE,NM87501
    NONE PC GENERAL SUPPORT 250
    THE FOOD DEPOT
    1222 SILER ROAD
    SANTA FE,NM87507
    NONE PC GENERAL SUPPORT 500
    PASTORAL COUNSELING CENTER
    1751 OLD PECOS TRAIL
    SANTA FE,NM87505
    NONE PC GENERAL SUPPORT 3,500
    EMPTY STOCKING FUND
    THE SANTA FE COMMUNITY FOUNDATION
    516 ALTO STREET
    SANTA FE,NM87501
    NONE PC GENERAL SUPPORT 500
    SANTA FE CHAMBER MUSIC FESTIVAL
    PO BOX 2227
    SANTA FE,NM875042227
    NONE PC GENERAL SUPPORT 250
    NEW MEXICO MUSIC COMMISSION FOUNDATION
    123 LORENZO ROAD
    SANTA FE,NM87501
    NONE PC GENERAL SUPPORT 250
    CASA FIRST JUDICAL DISTRICT
    466 W SAN FRANCISCO ST
    SANTA FE,NM87501
    NONE PC GENERAL SUPPORT 150
    COMPASSION CARE
    PO BOX 728
    TWISP,WA98856
    NONE PC GENERAL SUPPORT 250
    BECOMING AMERICAN INSTITUTE
    1900 BROADWAY SUITE 130-190
    BOULDER,CO80304
    NONE PC GENERAL SUPPORT 500
    PERFORMANCE SANTA FE
    324 PASEO DE PERALTA SUITE A
    SANTA FE,NM87501
    NONE PC GENERAL SUPPORT 250
    OrchKids
    1212 CATHEDRAL STREET
    BALTIMORE,MD21201
    NONE PC GENERAL SUPPORT 5,000
    ST VINCENT CHRISTUS FDN
    455 ST MICHAELS DRIVE
    SANTA FE,NM87505
    NONE PC GENERAL SUPPORT 250
    THINK NEW MEXICO
    1227 PASEO DE PERALTA
    SANTA FE,NM87501
    NONE PC GENERAL SUPPORT 250
    BIRTHRIGHT ISREAL FOUNDATION
    33 EAST 33RD STREET - 7TH FLOOR
    NEW YORK,NY10016
    NONE PC GENERAL SUPPORT 500
    COMMUNITY FOUNDATION OF
    SAINT JOSEPH COUNTY
    205 W JEFFERSON BLVD 610
    SOUTH BEND,IN46601
    NONE PC IN MEMORY OF DR. LESLIE 1,000
    MUSEUM of NEW MEXICO FDN
    PO BOX 2065
    SANTA FE,NM87504
    NONE PC GENERAL SUPPORT 2,500
    CREATIVE STARTUPS
    341 E ALAMEDA STREET
    SANTA FE,NM87501
    NONE PC GENERAL SUPPORT 250
    CANCER FOUNDATION for NEW MEXICO
    PO BOX 5038
    SANTA FE,NY87502
    NONE PC GENERAL SUPPORT 250
    COUNCIL- INTERNATIONAL RELATIONS
    413 GRANT AVENUE
    SANTA FE,NM87501
    NONE PC GENERAL SUPPORT 255
    CHABAD CENTER for JEWISH LIFE
    230 WEST MANHATTAN AVENUE
    SANTA FE,NM87501
    NONE PC GENERAL SUPPORT 1,500
    Total .................................bullet 3a 126,655
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........
             
    4 Dividends and interest from securities....     14 49,296  
    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 ............
        18 159,851  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   209,147  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13209,147
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

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

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    ALH FOUNDATION INC
    EIN:
    52-6034744
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCK 775,682 996,278

    TY 2015 InvestmentsOtherSchedule2
    Name:
    ALH FOUNDATION INC
    EIN:
    52-6034744
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS - EQUITY AT COST 820,662 785,067
    MUTUAL FUNDS - FIXED AT COST 397,462 379,301

    TY 2015 LegalFeesSchedule
    Name:
    ALH FOUNDATION INC
    EIN:
    52-6034744
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BLADES & ROSENFELD 3,102     3,102


    TY 2015 OtherExpensesSchedule
    Name:
    ALH FOUNDATION INC
    EIN:
    52-6034744
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SUPPLY OF CHECKS 41 0   41
    ACCOUNT MAINTENANCE FEES 500 500   0


    TY 2015 OtherIncreasesSchedule
    Name:
    ALH FOUNDATION INC
    EIN:
    52-6034744
    Description Amount
    ADJUSTMENT FOR CHECKING ACCOUNT BALANCE 76
    ROUNDING ADJ FOR SALES AND TRANSACTIONS 4


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    ALH FOUNDATION INC
    EIN:
    52-6034744
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PNC AGENT FOR TRUSTEE FEES 17,197 17,197    


    TY 2015 TaxesSchedule
    Name:
    ALH FOUNDATION INC
    EIN:
    52-6034744
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 90 90   0
    FEDERAL TAX PAYMENT - PRIOR YE 1,830 0   0
    FEDERAL ESTIMATES - PRINCIPAL 4,460 0   0