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
C R BARD FOUNDATION INC
 
% LINDA HREVNACK
Number and street (or P.O. box number if mail is not delivered to street address)730 CENTRAL AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MURRAY HILL, NJ07974
A Employer identification number

22-2840708
B Telephone number (see instructions)

(908) 277-8182
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$15,775,360J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 113 118  
4 Dividends and interest from securities... 402,349 246,200  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -309,856
b Gross sales price for all assets on line 6a 9,282,811
7 Capital gain net income (from Part IV, line 2)... 0
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........ 92,606 246,318  
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)....... Click to see attachment 18,000 0 0 18,000
c Other professional fees (attach schedule).... Click to see attachment 111,989 91,547 0 20,442
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 10,587 0 0 0
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 150 0 0 150
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 140,726 91,547 0 38,592
25 Contributions, gifts, grants paid....... 2,420,787 2,420,787
26 Total expenses and disbursements. Add lines 24 and 25 2,561,513 91,547 0 2,459,379
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,468,907
b Net investment income (if negative, enter -0-) 154,771
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............. 99,415 40,986 40,986
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 18,793,000 Click to see attachment15,734,374 15,734,374
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 18,892,415 15,775,360 15,775,360
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........ 18,892,415 15,775,360
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 18,892,415 15,775,360
31 Total liabilities and net assets/fund balances (see instructions). 18,892,415 15,775,360
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
18,892,415
2
Enter amount from Part I, line 27a .....................
2
-2,468,907
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
-428,580
4
Add lines 1, 2, and 3 ..........................
4
15,994,928
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
219,568
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
15,775,360
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 UBS ACCOUNT 3F 02431      
b UBS ACCOUNT 3F 02431      
c UBS ACCOUNT 3F 02431      
d UBS ACCOUNT 3F 02432      
e UBS ACCOUNT 3F 02432      
UBS ACCOUNT 3F 02433      
UBS ACCOUNT 3F 02433      
UBS ACCOUNT 3F 02463      
UBS ACCOUNT 3F 02463      
(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 1,537,994   1,606,507 -68,513
b 1,852,702   1,980,516 -127,814
c 5,037     5,037
d 1,493,818   1,454,689 39,129
e 365,648   419,955 -54,307
1,921,122   1,996,315 -75,193
79,555   90,471 -10,916
262,459   262,010 449
1,764,476   1,762,803 1,673
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       -68,513
b       -127,814
c       5,037
d       39,129
e       -54,307
      -75,193
      -10,916
      449
      1,673
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 -290,455
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 4,984,732 27,801,331 0.179298
2013 2,442,984 1,944,290 1.256492
2012 2,558,299 404,549 6.32383
2011 2,391,616 901,693 2.652362
2010 2,217,276 884,651 2.506385
2
Total of line 1, column (d) .....................
212.918367
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
2.583673
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
17,231,475
5
Multiply line 4 by line 3......................
5
44,520,497
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,548
7
Add lines 5 and 6........................
7
44,522,045
8
Enter qualifying distributions from Part XII, line 4.............
8
2,459,379
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 3,095
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 3,095
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 3,095
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 9,006
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 9,006
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 5,911
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet5,911 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? Click to see list of attachments....................
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 changesClick to see list of attachments....
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.Click to see list of attachments
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)
    bulletNJ
    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 ofbulletLINDA HREVNACK Telephone no.bullet (908) 277-8172

    Located atbulletCR BARD 730 CENTRAL AVENUEMURRAY HILLNJ ZIP+4bullet07974
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    TIMOTHY M RING PRESIDENT
    1.0     		0 0 0
    730 CENTRAL AVENUE
    MURRAY HILL,NJ07974
    JOHN H WEILAND VICE PRESIDENT
    1.0     		0 0 0
    730 CENTRAL AVENUE
    MURRAY HILL,NJ07974
    SCOTT T LOWRY VP & TREASURER
    1.0     		0 0 0
    730 CENTRAL AVENUE
    MURRAY HILL,NJ07974
    Betty D Larson SECRETARY
    1.0     		0 0 0
    730 CENTRAL AVENUE
    MURRAY HILL,NJ07974
    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
    15,706,703
    b
    Average of monthly cash balances.......................
    1b
    1,787,180
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    17,493,883
    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
    17,493,883
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    262,408
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    17,231,475
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    861,574
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    861,574
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    3,095
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,095
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    858,479
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    858,479
    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
    858,479
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    2,459,379
    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
    2,459,379
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,459,379
    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 7 858,479
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 0
    b Total for prior years:2013, 2012, 2011 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 2,172,793
    b From 2011...... 2,346,531
    c From 2012...... 2,532,365
    d From 2013...... 2,345,704
    e From 2014...... 3,578,246
    fTotal of lines 3a through e........ 12,975,639
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 2,459,379
    a Applied to 2014, but not more than line 2a 0
    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..... 858,479
    e Remaining amount distributed out of corpus 1,600,900
    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 14,576,539
    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......     		 
    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) .......     		 
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		2,172,793
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		12,403,746
    10 Analysis of line 9:
    a Excess from 2011.... 2,346,531
    b Excess from 2012.... 2,532,365
    c Excess from 2013.... 2,345,704
    d Excess from 2014.... 3,578,246
    e Excess from 2015.... 1,600,900
    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).)
    NA
    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.
    NA
    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
    A Child's Voice Child Advocacy Center Inc
    216 Brookstone Place
    Social Circle,GA30025     		NONE PC Community Development 10,500
    A Little Easier Recovery Inc
    43 High Street Suite 120
    North Andover,MA01845     		NONE PC Health 5,000
    Action Ministries Inc
    2160 Church Street P O Box 693
    Covington,GA30015     		NONE PC Community Development 5,000
    Amanda Hope Rainbow Angels
    304 West Orangewood Avenue
    Phoenix,AZ85021     		NONE PC Health 5,000
    American Cancer Society
    2310 Route 34 Suite 1D
    Manasquan,NJ08736     		NONE PC Health 1,500
    American Cancer Society
    Calle Cabo Alverio 566 Urb La Me
    Hato Rey,PR00918     		NONE PC Health 25,000
    American Cancer Society
    4550 E Bell Road Suite 126
    Phoenix,AZ85032     		NONE PC Health 10,000
    American Diabetes Association
    5333 N 7th Street Suite B212
    Phoenix,AZ85014     		NONE PC Health 5,000
    American Diabetes Association
    5333 N 7th Street Suite B212
    Phoenix,AZ85014     		NONE PC Health 10,000
    American Heart Association
    2929 South 48th Street
    Tempe,AZ85282     		NONE PC Health 5,000
    American Heart Association
    1 Union Street Suite 301
    Robbinsville,NJ086914183     		NONE PC Health 10,000
    American Inst for Medical & Biological ENGINEERING
    1701 K Street NW Suite 510
    Washington,DC20006     		NONE PC Education 10,000
    American Red Cross
    695 Springfield Avenue
    Summit,NJ07901     		NONE PC Community Development 7,500
    American Red Cross
    33 Everett Road
    Albany,NY12205     		NONE PC Community Development 2,000
    American Red Cross
    P O Box 9021067
    San Juan,PR009021067     		NONE PC Community Development 5,000
    AmeriCares Foundation
    88 Hamilton Avenue
    Stamford,CT06902     		NONE PC Health 10,000
    AmeriCares Foundation
    88 Hamilton Avenue
    Stamford,CT06902     		NONE PC Disaster Relief 10,000
    Angel Flight Soars Inc
    2000 Airport Road Suite 227
    Atlanta,GA30341     		NONE PC Health 2,650
    Arnold Palmer Medical Center Foundation
    3160 Southgate Commerce Blvd
    Orlando,FL32806     		NONE PC Health 20,000
    Autism Speaks Inc
    668 North 44th Street Suite 300
    Phoenix,AZ85008     		NONE PC Health 5,000
    Autism Speaks Inc
    1060 State Road 2nd Floor
    Princeton,NJ08540     		NONE PC Health 5,000
    Berkeley COUnty FNDN of VLTR of the SC GUARDIAN
    Ad Litem Program
    111 Pine Street
    Moncks Corner,SC29461     		NONE PC Community Development 4,000
    Berkeley Seniors Inc
    103 Gulledge Street
    Moncks Corner,SC29461     		NONE PC Community Development 4,000
    Big Brothers Big Sisters of Orange County
    1801 East Edinger Avenue Suite 101
    Santa Ana,CA92705     		NONE PC Community Development 1,000
    Boy Scouts of America Inc
    1 Saddle Road
    Cedar Knolls,NJ07927     		NONE PC Community Development 15,000
    Brave Will Foundation
    371 Schauber Road
    Ballston Lake,NY12019     		NONE PC Community Development 2,500
    Callen Lacey Center for Children
    5055 Lackawanna Blvd
    North Charleston,SC29405     		NONE PC Community Development 12,000
    Camp Ruggles Inc
    P O Box 353
    Chepachet,RI02814     		NONE PC Community Development 2,000
    Cancer Support Community of Central New Jersey
    3 Crossroads Drive
    Bedminster,NJ07921     		NONE PC Health 5,000
    Canine Companions For Independence
    124 Rancho Oro Drive
    Oceanside,CA92081     		NONE PC Community Development 1,000
    Catalyst Inc
    120 Wall Street 15th Floor
    New York,NY10005     		NONE PC Community Development 10,000
    Catholic Partnership Schools Camden
    808 Market Street 2nd Floor
    Camden,NJ08102     		NONE PC Education 5,000
    Centro de Ensenanza Para La Familia Inc
    P O Box 8052
    Humacao,PR00792     		NONE PC Community Development 2,000
    Channel One Regional Food Bank
    131 35th Street SE
    Rochester,MN55904     		NONE PC Community Development 5,000
    Children's Healthcare of Atlanta Foundation
    1577 Northeast Expressway Suite A
    Atlanta,GA30329     		NONE PC Health 3,000
    Children's Hospital Colorado Foundation
    13123 East 16th Avenue Box 045
    Aurora,CO80045     		NONE PC Health 3,500
    Circle of Life Children's Center
    851 North Broad Street
    Elizabeth,NJ07208     		NONE PC Health 10,000
    Cleveland Clinic Foundation
    9500 Euclid Avenue
    Cleveland,OH44195     		NONE PC Health 10,000
    College of New Jersey Foundation
    P O Box 7718
    Ewing,NJ086280718     		NONE PC Education 10,000
    Community Arts Association in Newton County
    1106 Washington Street
    Covington,GA30014     		NONE PC Culture, Arts & Humanities 1,500
    Community Educational Outreach
    PO Box 18874
    Denver,CO80218     		NONE PC Education 3,500
    Community Health Charities
    121 Hennepin Avenue South
    Minneapolis,MN55401     		NONE PC Federated Giving Programs for Employee Campaigns 6,564
    Community Health Charities of Arizona
    24654 North Lake Pleasant Pkwy 10
    Peoria,AZ85383     		NONE PC Federated Giving Programs for Employee Campaigns 11,428
    Community Health Charities of Georgia
    3301 Buckeye Road Suite 203
    Atlanta,GA30341     		NONE PC Federated Giving Programs for Employee Campaigns 954
    Community Health Charities of Georgia
    3301 Buckeye Road Suite 203
    Atlanta,GA30341     		NONE PC Health 3,000
    Community Health Charities of Illinois
    1218 Windsor Drive
    Normal,IL61761     		NONE PC Federated Giving Programs for Employee Campaigns 1,200
    Community Health Charities of New England
    35 Cold Spring Road Suite 412
    Rocky Hill,CT06067     		NONE PC Federated Giving Programs for Employee Campaigns 134
    Community Health Charities of New Jersey
    15 Highland Avenue
    Matawan,NJ07747     		NONE PC Federated Giving Programs for Employee Campaigns 89,856
    Community Health Charities of New York
    1159 Lacy Road
    Skaneateles,NY13152     		NONE PC Federated Giving Programs for Employee Campaigns 1,412
    Community Health Charities of Utah
    480 East 400 South Suite 50
    Salt Lake City,UT84111     		NONE PC Federated Giving Programs for Employee Campaigns 33,471
    Cookies For Kids Cancer
    31 Hoffmans Crossing Road
    Cornelius,NC28031     		NONE PC Health 5,000
    Covington Newton County United Way
    P O Box 1344
    Covington,GA30015     		NONE PC Federated Giving Programs for Employee Campaigns 8,835
    Crisis Nursery Inc
    P O Box 4114
    Mesa,AZ85211     		NONE PC Community Development 2,500
    Crossroads Rhode Island
    160 Broad Street
    Providence,RI02903     		NONE PC Community Development 3,000
    Cystic Fibrosis Foundation
    455 Patroon Creek Boulevard Suite
    Albany,NY12206     		NONE PC Health 5,000
    Davita Village Trust Inc
    2000 16th Street
    Denver,CO80202     		NONE PC Health 1,000
    Direct Relief
    27 South La Patera Lane
    Goleta,CA93117     		NONE PC Disaster Relief 10,000
    Double H Hole in the Woods Ranch
    97 Hidden Valley Road
    Lake Luzerne,NY12846     		NONE PC Health 12,600
    Eagle Mount - Bozeman
    6901 Goldenstein Lane
    Bozeman,MT59715     		NONE PC Community Development 1,500
    Elizabeth Buffum Chace Center
    P O Box 9476
    Warwick,RI02889     		NONE PC Community Development 2,000
    Families Forward
    8 Thomas
    Irvine,CA92618     		NONE PC Community Development 1,500
    Fondos Unidos De Puerto Rico
    P O Box 191914
    San Juan,PR009191914     		NONE PC Federated Giving Programs for Employee Campaigns 31,811
    Fondos Unidos De Puerto Rico
    P O Box 191914
    San Juan,PR009191914     		NONE PC Federated Giving Programs for Employee Campaigns 7,872
    Foundation for Morristown Medical Center
    475 South Street
    Morristown,NJ07960     		NONE PC Health 25,000
    Foundation for Service Dog Support
    5350 West Bell Road Suite C122 6
    Glendale,AZ85308     		NONE PC Community Development 5,500
    Foundation for Surgical Fellowships
    11300 West Olympic Blvd Suite 600
    Los Angeles,CA90064     		NONE PC Education 5,000
    Freedom House Foundation Inc
    2004 Route 31 N Suite 1
    Clinton,NJ08809     		NONE PC Health 7,000
    Fundacion Hogar Ninito Jesus Inc
    P O Box 192503
    San Juan,PR009192503     		NONE PC Community Development 2,500
    Georgia Prostate Cancer Coalition
    560 Barnesley Lane
    Alpharetta,GA30022     		NONE PC Health 1,500
    Good Neighbor Center
    441 Rice Street
    St Paul,MN55103     		NONE PC Education 4,000
    Goodwill Industries of Rhode Island
    100 Houghton Street
    Providence,RI02904     		NONE PC Education 5,000
    Goodwill of Orange County
    410 North Fairview Street
    Santa Ana,CA92703     		NONE PC Community Development 1,000
    Greater Gallatin United Way
    945 Technology Blvd 101F
    Bozeman,MT59718     		NONE PC Federated Giving Programs for Employee Campaigns 50
    Greater Twin Cities United Way
    404 South 8th Street
    Minneapolis,MN554041027     		NONE PC Federated Giving Programs for Employee Campaigns 9,369
    Habitat For Humanity of Berkeley County
    1 Belknap Road
    Goose Creek,SC29445     		NONE PC Community Development 1,000
    HandsOn Greater Phoenix
    5151 North 19th Avenue Suite 200
    Phoenix,AZ85015     		NONE PC Education 3,500
    Hernia Repair for the Underserved
    12370 Rose Lane
    Omaha,NE68154     		NONE PC Health 10,000
    High Peaks Hospice & Palliative Care Inc
    79 Glenwood Avenue 2nd Floor
    Queensbury,NY12804     		NONE PC Health 5,000
    Home and Hospice Care of Rhode Island
    1085 North Main Street
    Providence,RI02904     		NONE PC Health 4,000
    HopeKids Inc
    P O Box 672
    Cave Creek,AZ85327     		NONE PC Health 2,500
    HopeKids Inc
    P O Box 672
    Cave Creek,AZ85327     		NONE PC Community Development 2,500
    Independent College Fund of New Jersey
    797 Springfield Avenue
    Summit,NJ07960     		NONE PC Education 25,000
    Ironwood Springs Christian Ranch
    7291 CR 6 SW
    Stewartville,MN55976     		NONE PC Community Development 10,000
    JDRF International
    501 Martindale Street Suite 670
    Pittsburgh,PA15212     		NONE PC Health 4,000
    Job Club RI
    376 Arnolds Neck Road
    Warwick,RI02886     		NONE PC Community Development 2,000
    John F Kennedy Center for the Performing Arts
    2700 F Street NW
    Washington,DC20566     		NONE PC Culture, Arts & Humanities 33,333
    John F Kennedy Medical Center Foundation
    80 James Street
    Edison,NJ08820     		NONE PC Health 10,000
    Johns Hopkins Medicine
    5200 Eastern Avenue MFL Center Tow
    Baltimore,MD21224     		NONE PC Health 10,000
    Johns Hopkins Medicine
    James Buchanan Brady Urological Ins
    600 north wolfe street marburg 135
    Baltimore,MD212872101     		NONE PC Health 20,000
    Junior Achievement of New Jersey
    4365 Route One South
    Princeton,NJ08540     		NONE PC Education 2,500
    Junior Achievement of Rhode Island
    120 Waterman Street 200
    Providence,RI02906     		NONE PC Education 2,000
    Juvenile Diabetes Research FNDN INTERNATIONAL
    132 South 600 East Suite 100
    Salt Lake City,UT84102     		NONE PC Health 2,000
    Kessler Foundation
    300 Executive Drive Suite 70
    West Orange,NJ07052     		NONE PC Health 2,500
    Liberty Science Center
    222 Jersey City Blvd Liberty Stat
    Jersey City,NJ07305     		NONE PC Culture, Arts & Humanities 10,000
    Library Sq Foundation for Arts Culture & ScIENCE
    209 E 500 S
    Salt Lake City,UT84101     		NONE PC Culture, Arts & Humanities 10,000
    Make A Wish Foundation of Utah
    771 E Winchester Street
    Murray,UT84107     		NONE PC Health 5,000
    Marklund Children's Home
    1S450 Wyatt Drive
    Geneva,IL60134     		NONE PC Community Development 4,000
    McCarter Theatre Center
    91 University Place
    Princeton,NJ08540     		NONE PC Culture, Arts & Humanities 2,000
    Meals on Wheels of Rhode Island Inc
    70 Bath Street
    Providence,RI02908     		NONE PC Community Development 3,000
    Medtech And Biotech Veterans Program Inc
    3246 Grey Hawk Court
    Carlsbad,CA92010     		NONE PC Community Development 20,000
    Merrimack Valley Food Bank
    735 Broadway Street
    Lowell,MA01854     		NONE PC Community Development 3,000
    Monroe Bike Shop
    3400 Stock Road
    Monroe,GA30656     		NONE PC Community Development 2,500
    Morristown Neighborhood House Association
    12 Flagler Street
    Morristown,NJ07960     		NONE PC Community Development 5,000
    Mutual Ground Inc
    418 Oak Avenue
    Aurora,IL60506     		NONE PC Health 1,000
    New Jersey Performing Arts Center
    One Center Street
    Newark,NJ07102     		NONE PC Culture, Arts & Humanities 20,000
    New Jersey SEEDS
    494 Broad Street Suite 105
    Newark,NJ07102     		NONE PC Education 20,000
    New Providence Downtown Improvement District
    360 Elkwood Avenue
    New Providence,NJ07974     		NONE PC Community Development 5,000
    New Providence Education Foundation
    P O Box 993
    New Providence,NJ07974     		NONE PC Education 4,000
    New Providence Fire Department
    PO Box 671
    New Providence,NJ07974     		NONE PC Community Development 7,959
    Northwestern Univ Feinberg School of Medicine
    Arthur J Rubloff Building 9th Flo
    Chicago,IL60611     		NONE PC Education 50,000
    NTM Information and Research Inc
    1550 Madruga Avenue Suite 230
    Coral Gables,FL33143     		NONE PC Education 10,000
    NuPath Inc
    147 New Boston Street
    Woburn,MA01801     		NONE PC Community Development 2,500
    Orange County United Way
    18012 Mitchell Avenue South
    Irvine,CA926146008     		NONE PC Federated Giving Programs for Employee Campaigns 1,200
    Our House Foundation Inc
    76 Floral Avenue
    Murray Hill,NJ07974     		NONE PC Community Development 7,500
    Ovations For The Cure of Ovarian Cancer
    79 Main Street Suite 202
    Framingham,MA01702     		NONE PC Health 2,500
    Overlook Hospital Foundation
    36 Upper Overlook Road
    Summit,NJ07902     		NONE PC Health 25,000
    Oxford College of Emory University
    810 Whatcoat Street
    Oxford,GA30054     		NONE PC Education 2,150
    Paper Mill Playhouse
    22 Brookside Drive
    Millburn,NJ07041     		NONE PC Culture, Arts & Humanities 10,000
    Project HOPE
    255 Carter Hall Lane P O Box 250
    Millwood,VA22646     		NONE PC Health 98,497
    Project HOPE
    255 Carter Hall Lane P O Box 250
    Millwood,VA22646     		NONE PC Disaster Relief 5,000
    Project ReNeWal DMSTC Violence Intervntn ProGINc
    P O Box 1205
    Conyers,GA30012     		NONE PC Community Development 5,000
    Providence Speech and Hearing Center
    1301 West Providence Avenue
    Orange,CA92868     		NONE PC Health 1,000
    Purdue Foundation Inc
    403 West Wood Street
    West Lafayette,IN47907     		NONE PC Education 5,000
    Ronald McDonald House Charities of Phoenix
    501 East Roanoke Avenue
    Phoenix,AZ85004     		NONE PC Community Development 5,000
    Roper St Francis Foundation
    125 Doughty Street Suite 790
    Charleston,SC29403     		NONE PC Health 1,000
    Roscoe Reading Program
    P O Box 2095
    Moncks Corner,SC29461     		NONE PC Education 7,000
    Ruff Start Rescue Inc
    P O Box 129
    Princeton,MN55371     		NONE PC Community Development 2,500
    Rutgers University Foundation
    120 Albany Street Tower 2 Room 28
    New Brunswick,NJ08901     		NONE PC Health 10,000
    Rutgers University Foundation - Cancer inst of nj
    7 College Avenue Winants Hall
    New Brunswick,NJ08901     		NONE PC Research Grants 25,000
    Rutgers University Foundation - Cancer inst of nj
    7 College Avenue Winants Hall
    New Brunswick,NJ08901     		NONE PC Health 25,000
    SAGE Eldercare Inc
    290 Broad Street
    Summit,NJ07901     		NONE PC Health 15,000
    Salvation Army
    37 Broad Street
    Glens Falls,NY12801     		NONE PC Community Development 7,000
    Samaritans of Rhode Island
    PO Box 9086
    Providence,RI02940     		NONE PC Health 4,000
    Save the Bay Inc
    100 Save The Bay Drive
    Providence,RI02905     		NONE PC Education 2,000
    Senior Services Center of the Chathams
    58 Meyersville Road
    Chatham,NJ07928     		NONE PC Community Development 1,000
    Shakespeare Theatre of New Jersey
    3 Vreeland Road
    Florham Park,NJ07932     		NONE PC Culture, Arts & Humanities 2,500
    Society of Interventional Radiology Foundation
    3975 Fair Ridge Drive Suite 400 N
    Fairfax,VA22030     		NONE PC Research Grants 100,000
    Someone Cares Soup Kitchen
    720 West 19th Street
    Costa Mesa,CA92627     		NONE PC Community Development 1,500
    Somerset Health Care Foundation
    110 Rehill Avenue
    Somerville,NJ08876     		NONE PC Health 20,000
    South Shore Hospital
    55 Fogg Road
    South Weymouth,MA021902455     		NONE PC Health 5,000
    Southwest Human Development
    2850 North 24th Street
    Phoenix,AZ850081004     		NONE PC Health 2,500
    Special Olympics Georgia
    4000 Dekalb Technology Parkway Sui
    Atlanta,GA30340     		NONE PC Community Development 3,000
    Special Olympics Massachusetts Inc
    512 Forest Street
    Marlborough,MA01752     		NONE PC Community Development 2,000
    Special Olympics New Jersey
    1 Eunice Kennedy Shriver Way
    Lawrenceville,NJ08648     		NONE PC Community Development 2,500
    Special Olympics New York
    504 Balltown Road
    Schenectady,NY12304     		NONE PC Community Development 5,000
    Steffen Thomas Museum & Archives
    4200 Bethany Road
    Buckhead,GA30625     		NONE PC Culture, Arts & Humanities 3,200
    Summit Speech School
    705 Central Avenue
    New Providence,NJ07974     		NONE PC Education 15,000
    SUNY Adirondack Foundation
    640 Bay Road
    Queensbury,NY12804     		NONE PC Education 5,000
    Susan G Komen Breast Cancer Foundation
    501 New Karner Road Suite 2B
    Albany,NY12205     		NONE PC Health 2,000
    Susan G Komen Breast Cancer Foundation
    4900 S Highland Drive Suite B
    Salt Lake City,UT84117     		NONE PC Health 12,000
    Susan G Komen Breast Cancer Foundation
    44 Middle Avenue 2nd Floor
    Summit,NJ07901     		NONE PC Health 10,000
    The Children's Hospital of Philadelphia Foundation
    100 Penn Square East 8th Floor Su
    Philadelphia,PA19107     		NONE PC Health 10,000
    The Children's Institute
    One Sunset Avenue
    Verona,NJ07044     		NONE PC Community Development 5,000
    Thomas Jefferson University
    125 South 9th Street Suite 700
    Philadelphia,PA19107     		NONE PC Education 25,000
    Tri-County Scholarship Fund
    4 Century Drive
    Parsippany,NJ07054     		NONE PC Education 15,000
    Tri-County United Way Inc
    696 Upper Glen Street
    Queensbury,NY12804     		NONE PC Federated Giving Programs for Employee Campaigns 9,052
    Tri-County United Way Inc
    696 Upper Glen Street
    Queensbury,NY12804     		NONE PC Community Development 4,000
    Trident United Way
    6296 Rivers Avenue
    North Charleston,SC29406     		NONE PC Federated Giving Programs for Employee Campaigns 4,001
    Trinitas Health Foundation
    P O Box 259
    Elizabeth,NJ07207     		NONE PC Health 5,000
    Union County Performing Arts Center
    1601 Irving Street
    Rahway,NJ07065     		NONE PC Culture, Arts & Humanities 5,000
    United Way of Greater Union County
    33 West Grand Street
    Elizabeth,NJ07003     		NONE PC Federated Giving Programs for Employee Campaigns 103,960
    United Way of MA Bay and Merrimack Valley inc
    51 Sleeper Street
    Boston,MA022101208     		NONE PC Federated Giving Programs for Employee Campaigns 980
    United Way of Metropolitan Chicago
    1000 Jorie Boulevard Suite 360
    Oak Brook,IL60523     		NONE PC Federated Giving Programs for Employee Campaigns 120
    United Way of Rhode Island
    50 Valley Street
    Providence,RI029092459     		NONE PC Federated Giving Programs for Employee Campaigns 26,209
    United Way of Salt Lake
    257 East 200 South Suite 300
    Salt Lake City,UT84111     		NONE PC Federated Giving Programs for Employee Campaigns 7,468
    University of Utah
    WEB 1885 72 South Central Campus D
    Salt Lake City,UT84112     		NONE PC Education 10,000
    University of Utah
    WEB 1885 72 South Central Campus D
    Salt Lake City,UT84112     		NONE PC Education 5,000
    Val Skinner Foundation
    PO Box 213
    Bay Head,NJ08742     		NONE PC Health 33,333
    Valley of the Sun United Way
    1515 East Osborn Road
    Phoenix,AZ850145309     		NONE PC Federated Giving Programs for Employee Campaigns 73,506
    Warren Washington Counties Homeless Yth Coalition
    P O Box 3252 10-12 Wait Street
    Glens Falls,NY12801     		NONE PC Community Development 5,000
    Willing Helpers Medical Inc
    8111 Brown Bridge Road
    Covington,GA30014     		NONE PC Health 10,000
    WisePlace
    1411 North Broadway
    Santa Ana,CA92706     		NONE PC Community Development 1,000
    Woburn Council of Social Concern Inc
    2 Merrimac Street
    Woburn,MA01801     		NONE PC Community Development 2,000
    Working Wardrobes for a New Start
    3030 Pullman Street Suite A
    Costa Mesa,CA92626     		NONE PC Community Development 1,000
    World Awareness Children's Museum
    89 Warren Street
    Glens Falls,NY12801     		none PC Culture, Arts & Humanities 2,900
    Matching Gifts - See Attachment 10
    730 CENTRAL AVENUE
    MURRAY HILL,NJ07974     		None PC Matching Gifts (See Attached) 675,213
    Total .................................bullet 3a 2,420,787
    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 ...........     		    14 113  
    4 Dividends and interest from securities....     14 402,349  
    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 -309,856  
    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)..   92,606  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1392,606
    (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 AccountingFeesSchedule
    Name:
    C R BARD FOUNDATION INC
    EIN:
    22-2840708
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 18,000 0 0 18,000

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

    TY 2015 DepreciationSchedule
    Name:
    C R BARD FOUNDATION INC
    EIN:
    22-2840708
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    C R BARD FOUNDATION INC
    EIN:
    22-2840708
    Name of Stock End of Year Book Value End of Year Fair Market Value
    UBS PORTFOLIO 15,734,374 15,734,374

    TY 2015 OtherDecreasesSchedule
    Name:
    C R BARD FOUNDATION INC
    EIN:
    22-2840708
    Description Amount
    BOND PREMIUN COVERED 136,774
    BOND PREMIUM NONCOVERED 35,697
    ACCRUED INTEREST PAID 32,482
    NON-DIVIDEND DISTRIBUTION 14,615


    TY 2015 OtherExpensesSchedule
    Name:
    C R BARD FOUNDATION INC
    EIN:
    22-2840708
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ANNUAL FEE 150 0 0 150


    TY 2015 OtherIncomeSchedule2
    Name:
    C R BARD FOUNDATION INC
    EIN:
    22-2840708
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Fee Rebate      


    TY 2015 OtherIncreasesSchedule
    Name:
    C R BARD FOUNDATION INC
    EIN:
    22-2840708
    Description Amount
    UNREALIZED LOSSES -448,489
    MISC. BOOK/TAX DIFFERENCE 19,909


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    C R BARD FOUNDATION INC
    EIN:
    22-2840708
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MATCHING GIFT ADMIN SERVICES 20,442 0 0 20,442
    BANK MANAGEMENT FEE - UBS ACCT 90,646 90,646    
    BANK MANAGEMENT FEE-CHASE ACCT 901 901    


    TY 2015 TaxesSchedule
    Name:
    C R BARD FOUNDATION INC
    EIN:
    22-2840708
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX PAID 2,987 0 0 0
    ESTIMATED TAX PAID 7,600 0 0 0