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
Richard and Diane Van Grunsven Family
Foundation
% 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

27-4195377
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$2,518,758J 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) 517,962
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 28 28  
4 Dividends and interest from securities... 68,601 68,601  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 19,049
b Gross sales price for all assets on line 6a 1,082,490
7 Capital gain net income (from Part IV, line 2)... 62,939
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 605,640 131,568  
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 20,963 20,963    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,477 477    
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 13,705 68   13,637
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 36,145 21,508   13,637
25 Contributions, gifts, grants paid....... 94,500 94,500
26 Total expenses and disbursements. Add lines 24 and 25 130,645 21,508   108,137
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 474,995
b Net investment income (if negative, enter -0-) 110,060
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......... 41,612 143,451 143,451
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) 80,538 Click to see attachment101,268 102,273
b Investments—corporate stock (attach schedule)....... 1,687,615 Click to see attachment2,064,852 2,134,873
c Investments—corporate bonds (attach schedule)....... 161,923 Click to see attachment137,112 138,161
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,971,688 2,446,683 2,518,758
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 1,971,688 2,446,683
30 Total net assets or fund balances (see instructions)..... 1,971,688 2,446,683
31 Total liabilities and net assets/fund balances (see instructions). 1,971,688 2,446,683
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
1,971,688
2
Enter amount from Part I, line 27a .....................
2
474,995
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
2,446,683
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
2,446,683
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
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 1,082,490   1,019,551 62,939
b
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       62,939
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 62,939
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 99,791 2,161,621 0.046165
2013 103,347 2,036,316 0.050752
2012 86,962 2,078,713 0.041835
2011 14,494 2,030,940 0.007137
2010 0 492,500 0.0
2
Total of line 1, column (d) .....................
20.145889
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
0.029178
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
2,199,312
5
Multiply line 4 by line 3......................
5
64,172
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,101
7
Add lines 5 and 6........................
7
65,273
8
Enter qualifying distributions from Part XII, line 4.............
8
108,137
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2015)
Form 990-PF (2015)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 1,101
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 1,101
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,101
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 1,240
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,240
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 10 139
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet139 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    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
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Diane Van Grunsven VP / Dir
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Richard Van Grunsven Pres / Dir / Sec
    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
    2,137,066
    b
    Average of monthly cash balances.......................
    1b
    95,738
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,232,804
    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
    2,232,804
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    33,492
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,199,312
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    109,966
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    109,966
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    1,101
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,101
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    108,865
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    108,865
    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
    108,865
    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
    108,137
    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
    108,137
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    1,101
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    107,036
    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 7 108,865
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 105,619
    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$ 108,137
    a Applied to 2014, but not more than line 2a 105,619
    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..... 2,518
    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 ..........     		106,347
    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).)
    Diane Van Grunsven
    Richard Van Grunsven
    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
    AIRWAY SCIENCE FOR KIDS INC
    3155 NE CORNELL RD
    HILLSBORO,OR97124     		N/A PC General & Unrestricted 10,000
    AIRWAY SCIENCE FOR KIDS INC
    3155 NE CORNELL RD
    HILLSBORO,OR97124     		N/A PC Teenflight powerpoint lesson plans Program 5,000
    AOPA FOUNDATION
    421 AVIATION WAY
    FREDERICK,MD21701     		N/A PC General & Unrestricted 2,500
    BLANCHET HOUSE OF HOSPITALITY
    1500 NE IRVING ST 440
    PORTLAND,OR97232     		N/A PC General & Unrestricted 10,000
    DE PAUL TREATMENT CENTERS INC
    PO BOX 3007
    PORTLAND,OR97208     		N/A PC General & Unrestricted 5,000
    DOCTORS WITHOUT BORDERS USA INC
    333 7TH AVE 2ND FL
    NEW YORK,NY10001     		N/A PC General & Unrestricted 1,000
    EAA AVIATION FOUNDATION INC
    PO BOX 3086
    OSHKOSH,WI54903     		N/A PC To Sponsor EAA Charitable Event 2,000
    EAA AVIATION FOUNDATION INC
    PO BOX 3086
    OSHKOSH,WI54903     		N/A PC Youth Aviation Program 10,000
    FOOD FOR THE POOR INC
    6401 LYONS RD
    COCONUT CREEK,FL33097     		N/A PC General & Unrestricted 2,000
    FRANK LENTZ FOUNDATION LTD
    8044 KARLOV AVE
    SKOKIE,IL60076     		N/A PC General & Unrestricted 500
    FRIENDS OF THE NORTH PLAINS PUBLIC LIBRARY
    PO BOX 525
    NORTH PLAINS,OR97133     		N/A PC Yellow house Project 500
    HABITAT FOR HUMANITY INTERNATIONAL
    4676 COMMERCIAL ST SE 332
    SALEM,OR97302     		N/A PC General & Unrestricted 1,000
    MARILLAC ST VINCENT FAMILY SERVICES INC
    PO BOX 14699
    CHICAGO,IL60614     		N/A PC General & Unrestricted 500
    MEMORIAL SLOAN-KETTERING CANCER CENTER
    633 3RD AVE 28TH FL
    NEW YORK,NY10017     		N/A PC General & Unrestricted 1,000
    MOTHERS AGAINST DRUNK DRIVING
    511 E JOHN CARPENTER FREEWAY STE
    IRVING,TX75062     		N/A PC General & Unrestricted 500
    OREGON AVIATION HISTORICAL SOCIETY INC
    PO BOX 5532475 JIM WRIGHT WAY
    COTTAGE GROVE,OR97424     		N/A PC Eyerly Whiffle Hen Project 500
    OREGON AVIATION HISTORICAL SOCIETY INC
    PO BOX 5532475 JIM WRIGHT WAY
    COTTAGE GROVE,OR97424     		N/A PC Rankin/Hester Great Lakes Project 1,000
    OREGON AVIATION HISTORICAL SOCIETY INC
    PO BOX 5532475 JIM WRIGHT WAY
    COTTAGE GROVE,OR97424     		N/A PC Wimpy Project 1,000
    PORT TOWNSEND AERO MUSEUM
    105 AIRPORT RD
    PORT TOWNSEND,WA98368     		N/A PC General & Unrestricted 4,000
    PROVIDENCE CHILD CENTER FOUNDATION
    830 NE 47TH AVE
    PORTLAND,OR97213     		N/A PC General & Unrestricted 1,000
    RAPHAEL HOUSE OF PORTLAND
    4110 SE HAWTHORNE BLVD NO 503
    PORTLAND,OR97214     		N/A PC General & Unrestricted 500
    SALVATION ARMY - CASCADE DIVISION
    8495 SE MONTEREY AVE
    HAPPY VALLEY,OR97086     		N/A PC General & Unrestricted 1,000
    SAVE THE CHILDREN FEDERATION INC
    501 KINGS HWY E STE 400
    FAIRFIELD,CT06825     		N/A PC General & Unrestricted 2,000
    SOARING SOCIETY OF AMERICA INC
    PO BOX 2100
    HOBBS,NM88241     		N/A PC Eagle fund 2,500
    ST ANDRE BESSETTE CATHOLIC CHURCH PORTLAND OREGON
    601 W BURNSIDE ST
    PORTLAND,OR97209     		N/A PC General & Unrestricted 5,000
    ST ANDREW LEGAL CLINIC
    807 NE ALBERTA ST
    PORTLAND,OR97211     		N/A PC General & Unrestricted 500
    SUSAN G KOMEN BREAST CANCER FOUNDATION
    1500 SW 1ST AVE STE 270
    PORTLAND,OR97201     		N/A PC General & Unrestricted 1,000
    THUMBUDDY SPECIAL INC
    PO BOX 145
    DOWNERS GROVE,IL60515     		N/A PC General & Unrestricted 2,000
    UNITED STATES FUND FOR UNICEF
    125 MAIDEN LN FL 10
    NEW YORK,NY10038     		N/A PC General & Unrestricted 1,000
    UNIVERSITY OF PORTLAND
    5000 N WILLAMETTE BLVD
    PORTLAND,OR97203     		N/A PC Shiley School of Engineering Program 10,000
    UNIVERSITY OF PORTLAND
    5000 N WILLAMETTE BLVD
    PORTLAND,OR97203     		N/A PC Bernard and Agnes Van Grunsven memorial scholarship 10,000
    Total .................................bullet 3a 94,500
    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 28  
    4 Dividends and interest from securities....     14 68,601  
    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 19,049  
    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)..   87,678  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1387,678
    (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
    Richard and Diane Van Grunsven Family
    Foundation
    Employer identification number

    27-4195377
    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
    Richard and Diane Van Grunsven Family
    Foundation         		Employer identification number
    27-4195377
    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
     
     

    Van Grunsven Richard  
    9899 NW 316th Place
     
    Hillsboro, OR97124

    		$ 517,962


    (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
    Richard and Diane Van Grunsven Family
    Foundation         		Employer identification number

    27-4195377
    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
    		 CONSTELLATION BRANDS INC STZ, 1054 sh. $ 146,063 2015-11-20
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 FACEBOOK INC FB, 1223 sh. $ 131,161 2015-11-20
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 O'REILLY AUTOMOTIVE INC ORLY, 470 sh. $ 126,848 2015-11-20
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 MLPFW MLPFW, 7000 sh. $ 113,890 2015-11-20
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 4
    Name of organization
    Richard and Diane Van Grunsven Family
    Foundation         		Employer identification number

    27-4195377
    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:
    Richard and Diane Van Grunsven Family
     
    Foundation
    EIN:
    27-4195377
    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 InvestmentsCorpBondsSchedule
    Name:
    Richard and Diane Van Grunsven Family
     
    Foundation
    EIN:
    27-4195377
    Name of Bond End of Year Book Value End of Year Fair Market Value
    21ST CENTY FOX AMER INC - 6.40 2,146 2,304
    21ST CENTY FOX AMER INC BND - 2,168 2,152
    AFLAC INC - 3.625% - 11/15/202 5,091 5,074
    ALCOA INC BD - 5.900% - 02/01/ 2,022 1,835
    ALTRIA GROUP INC - 2.850% - 08 920 975
    ANHEUSER BUSCH INBEV WOR - 2.5 4,844 4,810
    APPLE INC NOTE - 2.400% - 05/0 4,940 4,871
    AT&T INC - 3.875% - 08/15/2021 4,125 4,138
    BANK NEW YORK - 3.650% - 02/04 5,053 5,192
    BP CAPITAL MARKETS PLC - 4.500 3,128 3,211
    BUNGE LTD FIN CORP - 4.100% - 2,009 2,010
    BURLINGTON NORTHERN SANTA FE - 3,152 3,244
    CAPITAL ONE FINL CORP - 6.150% 2,236 2,062
    CCO HLDG LLC / CCO HLDG CAP - 2,005 2,108
    CITIGROUP INC NOTE - 4.400% - 2,035 2,020
    DIRECTV HLDGS LLC - 5.000% - 0 4,148 4,314
    DOMINION RESOURCES INC - 5.200 3,258 3,266
    ENERGY TRANSFER NT - 6.700% - 2,282 2,103
    EXPRESS SCRIPTS INC - 3.125% - 4,041 4,027
    GE CAP CORP - 6.875% - 01/10/2 4,956 5,444
    GEORGIA PAC CORP - 7.750% - 11 2,248 2,592
    GOLDMAN SACHS GROUP INC NTS - 4,295 4,343
    INTERNATIONAL BUSINESS MACHINE 4,567 4,677
    JPMORGAN CHASE & CO - 3.450% - 5,109 5,021
    KRAFT FOODS INC - 4.125% - 02/ 4,243 4,010
    MCDONALDS CORP NT - 5.000% - 0 1,099 1,080
    MORGAN STANLEY - 2.125% - 04/2 6,021 6,009
    NABORS INDS INC - 6.150% - 02/ 4,334 4,059
    NEWMONT MINING CORP NT - 5.125 2,188 2,080
    NISOURCE FIN CORP - 6.125% - 0 2,182 2,289
    OWENS CORNING NT - 7.000% - 12 2,020 2,193
    PACIFIC GAS &ELEC NOTE - 0.043 4,946 4,932
    SHELL INTL FIN NT - 6.375% - 1 2,330 2,364
    STATOIL ASA - 1.150% - 05/15/2 4,000 3,934
    TIME WARNER CABLE INC - 5.850% 3,402 3,137
    TIME WARNER CO - 6.625% - 05/1 2,191 2,342
    UNITEDHEALTH GROUP BD - 5.375% 2,210 2,017
    VERIZON - 3.000% - 11/01/2021 4,961 5,014
    VODAFONE GROUP PLC NOTE - 1.62 1,999 1,997
    WAL-MART STORES - 5.250% - 09/ 4,007 4,556
    WELLS FARGO CO - 4.600% - 04/0 4,201 4,355

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    Richard and Diane Van Grunsven Family
     
    Foundation
    EIN:
    27-4195377
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBVIE INC 12,543 14,632
    ACE LTD 2,348 2,804
    ADOBE SYSTEMS, INC 25,320 27,337
    ALPHABET INC CL A 39,800 38,901
    ALTRIA GROUP INC 6,218 9,721
    AMERICAN ELECTRIC POWER INC 9,442 11,712
    APPLE INC 4,845 10,526
    ASTRAZENECA 12,278 11,543
    AT&T, INC 9,297 9,463
    AUTOMATIC DATA PROCESSING INC 12,496 14,995
    AVAGO TECHNOLOGIES LIMITED 16,960 30,482
    BAIDU.COM - ADR 2,159 2,458
    BARCLAYS PLC ADR 3,512 2,527
    BLACKROCK GLOBAL LONG/SHORT CR 51,238 46,843
    BLACKROCK HIGH YIELD BOND INST 21,443 19,577
    BRITISH AMERICAN TOBACCO PLC 2,154 2,319
    CANADIAN NATURAL RESOURCES LTD 2,938 1,987
    CANADIAN PACIFIC RAILWAY LTD 2,876 2,424
    CELGENE CORP 21,450 21,677
    CENTURY LINK INC 10,063 6,365
    CHINA PETRO & CHEM 2,420 2,159
    CHINA UNICOM (HONG KONG) LTD 1,724 1,483
    CLEARBRIDGE ENERGY MLP F 7,808 8,941
    COHEN & STEERS CLOSED-END OPPO 34,495 29,614
    COHEN & STEERS QLTY INCM RLTY 27,343 32,982
    CONOCOPHILLIPS 12,853 12,700
    CONSTELLATION BRANDS INC 166,192 184,888
    CREDICORP LTD 2,499 1,849
    D R HORTON 20,323 20,884
    DELPHI AUTOMOTIVE PLC 3,128 3,086
    DIAGEO PLC ADS 2,307 2,290
    DIGITAL RLTY TR INC 10,673 15,805
    DOMINION RESOURCES INC 13,265 12,175
    EATON VANCE FLOATING RATE ADVA 27,399 24,678
    ELECTRONIC ARTS 23,033 23,777
    ELI LILLY & CO 9,863 13,397
    EXPEDIA INC 23,725 25,357
    FACEBOOK INC 150,469 158,561
    FIBRIA CELULOSE S ASPONSORED A 2,580 2,233
    FIRST TRUST CONSUMER DISCRETIO 7,769 8,252
    FIRST TRUST CONSUMER STAPLES 7,215 8,979
    FIRST TRUST DOW JONES INTERNET 8,061 10,072
    FIRST TRUST FINANCIALS ALPHADE 2,216 2,133
    FIRST TRUST HEALTH CARE ALPH 6,566 7,979
    FT NYSE ARCA BIOTECH INDEX FUN 5,469 8,477
    GENERAL ELECTRIC CO 12,456 14,360
    GLOBAL X SUPERDIVIDEND 22,190 17,787
    GOLDMAN SACHS U S EQUITY DIVID 16,189 15,130
    GW PHARMACEUTICALS PLC 2,278 1,667
    HDFC BANK LTD ADR 2,562 2,587
    HOME DEPOT INC 19,097 19,838
    ICICI BK LTD ADS 2,014 2,200
    ING GROUP N V SPONSORED ADR 2,292 2,140
    INGERSOL-RAND PLC 3,064 2,875
    INTEGRATED DEVICE TECHNOLOGY I 20,077 20,026
    INTEL CORP 11,541 14,951
    INTERCONTINENTAL EXCHANGE, INC 22,614 24,088
    ISHARES BARCLAYS US AGGREGATE 2,751 2,700
    ISHARES GOVERNMENT CREDIT BOND 5,667 5,585
    ISHARES IBOXX $ INVESTMENT GRA 36,232 35,685
    ISHARES INTERMEDIATE CREDIT BD 5,665 5,579
    ISHARES JP MORGAN 19,671 19,146
    ISHARES S&P U.S. PREFERRED STO 30,145 30,847
    ISHARESLEHMAN 7-10YR 5,707 5,596
    JP MORGAN CHASE 9,315 10,499
    KIMBERLY CLARK CORP 9,626 12,094
    KRAFT HEINZ CO 6,495 8,731
    LEADERS SHORT TERM BOND FD INS 13,182 12,041
    LENNAR CORP 18,086 19,857
    LITHIA MOTORS INC CL A 21,746 21,974
    LOCKHEED MARTIN CORP 12,398 17,589
    LOOMIS SAYLES HIGH INCOME OPPO 40,292 37,286
    LOOMIS SAYLES SECURITIZED ASSE 188,360 178,667
    LORD ABBETT INVESTMENT TRUST S 46,420 44,097
    LYONDELLBASELL INDUSTRIES NV 2,199 2,259
    MAILLINCKRODT PLC 2,435 2,388
    MASTERCARD INC 22,393 23,853
    MCDONALD'S CORP 13,554 16,658
    MITSUBISHI TOKYO FIN 3,797 3,303
    NATIONAL GRID TRANSCO PLC 2,022 1,947
    NXP SEMICONDUCTORS 1,795 3,454
    O'REILLY AUTOMOTIVE INC 142,775 145,970
    OCCIDENTAL PETROLEUM CORP 12,214 9,195
    PACCAR INC 12,452 10,001
    PHILIP MORRIS INTL 6,984 7,384
    PIONEER EQUITY INCOME FD CL Y 25,005 22,935
    PIONEER STRATEGIC INCOME FD 87,193 81,435
    POWERSHARES DWA DEVELOPED MARK 3,960 4,053
    PPL CORPORATION 9,122 11,092
    PROCTER GAMBLE CO 13,392 13,659
    PRUDENTIAL PLC SC 2,017 2,029
    PS DWA TEC LDR PFL 5,656 5,626
    QTS REALTY TRUST 15,946 25,668
    SENSATA TECHNOLOGIES HOLDINGS 2,287 2,211
    SK TELECOM ADS ADS 1,608 1,471
    SPECTRA ENERGY CORP-W/I 12,521 8,547
    STARBUCKS CORP COM 22,866 25,453
    TCW GALILEO TOTAL RETURN BOND 24,104 24,129
    TEVA PHARMACEUTICAL INDUSTRIES 2,524 2,823
    THE COCA-COLA CO 10,059 10,654
    THOMSON REUTERS CORPORATION 6,242 6,283
    TORONTO DOMINION 10,216 8,892
    TORTOISE ENERGY INFR 11,615 14,188
    TOYOTA MTR CORP 2,742 2,953
    UNILEVER N V N Y 2,824 2,816
    UNITEDHEALTH GROUP INC 23,486 23,175
    VENTAS INC 12,223 12,922
    VERIZON COMMUNICATIONS 13,425 12,895
    VIPSHOP HOLDINGS LTD 3,034 2,397
    VISA INC 22,133 21,947
    WALGREENS BOOTS ALLIANCE 19,937 19,160
    WALT DISNEY HOLDINGS CO 19,188 22,382

    TY 2015 InvestmentsGovtObligationsSch
    Name:
    Richard and Diane Van Grunsven Family
     
    Foundation
    EIN:
    27-4195377
    US Government Securities - End of Year Book Value:

    101,268
    US Government Securities - End of Year Fair Market Value:

    102,273
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2015 OtherExpensesSchedule
    Name:
    Richard and Diane Van Grunsven Family
     
    Foundation
    EIN:
    27-4195377
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 13,612     13,612
    Bank Charges 68 68    
    State or Local Filing Fees 25     25


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    Richard and Diane Van Grunsven Family
     
    Foundation
    EIN:
    27-4195377
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 20,963 20,963    


    TY 2015 TaxesSchedule
    Name:
    Richard and Diane Van Grunsven Family
     
    Foundation
    EIN:
    27-4195377
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2015 1,000      
    Foreign Tax Paid 477 477