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
DANKER-BASHAM FOUNDATION INC
 
% MR ROBERT BASHAM
Number and street (or P.O. box number if mail is not delivered to street address)4343 ANCHOR PLAZA PARKWAY SUITE 1
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TAMPA, FL33634
A Employer identification number

59-3284079
B Telephone number (see instructions)

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$9,519,170J 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 18,285 18,285 18,285
4 Dividends and interest from securities... 42,320 42,320 42,320
5a Gross rents............ 165,000 165,000 165,000
b Net rental income or (loss) 101,538
6a Net gain or (loss) from sale of assets not on line 10 129,664
b Gross sales price for all assets on line 6a 1,849,840
7 Capital gain net income (from Part IV, line 2)... 129,664
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........ 355,269 355,269 225,605
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 1,200 1,200 1,200 0
b Accounting fees (attach schedule)....... Click to see attachment 3,850 3,850 3,850 0
c Other professional fees (attach schedule).... Click to see attachment 22,914 22,914 22,914  
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 7,812 1,366 1,366  
19 Depreciation (attach schedule) and depletion... Click to see attachment 63,462 63,462 63,462
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 99,238 92,792 92,792 0
25 Contributions, gifts, grants paid....... 378,347 378,347
26 Total expenses and disbursements. Add lines 24 and 25 477,585 92,792 92,792 378,347
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -122,316
b Net investment income (if negative, enter -0-) 262,477
c Adjusted net income (if negative, enter -0-)... 132,813
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......... 384,925 229,587 229,587
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) 1,877,909 Click to see attachment1,891,638 1,873,538
b Investments—corporate stock (attach schedule)....... 3,047,731 Click to see attachment3,119,727 3,246,123
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet2,750,000
Less: accumulated depreciation (attach schedule) bullet89,904 2,723,558 2,660,096 2,750,000
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,100,000 Click to see attachment1,110,480 1,191,013
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment228,909 Click to see attachment228,909 Click to see attachment228,909
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,363,032 9,240,437 9,519,170
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........ 1,977,441 1,977,441
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 7,385,591 7,262,996
30 Total net assets or fund balances (see instructions)..... 9,363,032 9,240,437
31 Total liabilities and net assets/fund balances (see instructions). 9,363,032 9,240,437
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
9,363,032
2
Enter amount from Part I, line 27a .....................
2
-122,316
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
-279
4
Add lines 1, 2, and 3 ..........................
4
9,240,437
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
9,240,437
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 50 AETNA INC NEW   2014-01-06 2015-01-13
b 50 AETNA INC NEW   2012-11-01 2015-01-13
c 25 AETNA INC NEW   2012-11-01 2015-01-14
d 50 AETNA INC NEW   2012-11-02 2015-01-14
e 25 AETNA INC NEW   2012-11-07 2015-01-14
25 AETNA INC NEW   2012-11-07 2015-02-02
25 AETNA INC NEW   2012-11-08 2015-02-02
75 AETNA INC NEW   2014-05-14 2015-06-22
75 AMERICAN INTL GROUP INC   2013-04-24 2015-02-02
75 AMERICAN INTL GROUP INC   2013-04-24 2015-02-23
75 AMERICAN WATER WORKS CO   2013-06-17 2015-02-02
75 AMERICAN WATER WORKS CO   2013-06-18 2015-02-02
100 AMERICAN WATER WORKS CO   2013-09-27 2015-02-23
50 AMERICAN WATER WORKS CO   2013-09-26 2015-02-23
25 AMERICAN WATER WORKS CO   2013-06-14 2015-02-24
25 AMERICAN WATER WORKS CO   2013-06-13 2015-02-24
25 AMERICAN WATER WORKS CO   2013-06-12 2015-09-04
25 AMERICAN WATER WORKS CO   2013-06-13 2015-09-04
100 APPLE INC   2013-08-23 2015-02-02
50 AVAGO TECHNOLOGIES   2013-08-26 2015-02-02
50 AVAGO TECHNOLOGIES   2013-05-10 2015-11-03
100 BNP PARIBAS SPON ADR   2013-03-20 2015-09-24
200 BRIDGESTONE CORP ADR   2013-07-03 2015-02-02
200 BRIDGESTONE CORP ADR   2013-07-03 2015-06-04
50 BRIDGESTONE CORP ADR   2013-09-17 2015-06-04
90 CHINA TELECOM ADR   2011-11-22 2015-02-02
10 CHINA TELECOM ADR   2011-11-21 2015-02-02
60 CHINA TELECOM ADR   2011-12-07 2015-04-22
15 CHINA TELECOM ADR   2011-11-21 2015-04-22
35 CHINA TELECOM ADR   2011-12-07 2015-04-23
15 CHINA TELECOM ADR   2011-12-06 2015-04-23
25 CITIGROUP INC   2012-08-20 2015-02-02
50 CITIGROUP INC   2012-08-29 2015-02-02
25 CONOCOPHILLIPS   2012-02-14 2015-02-02
50 CONOCOPHILLIPS   2012-03-06 2015-02-02
15 CUMMINS INC   2013-11-04 2015-02-02
25 CUMMINS INC   2013-11-04 2015-10-09
20 CUMMINS INC   2013-11-01 2015-10-09
50 CVS HEALTH CORP   2011-11-21 2015-02-02
75 DAIHATSU MOTOR CO. LTD ADR   2012-12-21 2015-02-02
25 DAIHATSU MOTOR CO. LTD ADR   2012-12-20 2015-02-24
25 DAIHATSU MOTOR CO. LTD ADR   2012-12-20 2015-02-26
25 DAIHATSU MOTOR CO. LTD ADR   2012-12-18 2015-02-26
25 DAIHATSU MOTOR CO. LTD ADR   2012-12-17 2015-02-27
25 DAIHATSU MOTOR CO. LTD ADR   2012-12-13 2015-02-27
25 DAIHATSU MOTOR CO. LTD ADR   2012-12-12 2015-03-02
50 DAIHATSU MOTOR CO. LTD ADR   2012-12-14 2015-03-02
25 DBS GROUP HLDGS LTD ADR   2014-01-14 2015-02-02
25 DBS GROUP HLDGS LTD ADR   2014-01-13 2015-02-02
50 DBS GROUP HLDGS LTD ADR   2014-01-09 2015-02-02
75 DBS GROUP HLDGS LTD ADR   2014-01-14 2015-06-23
100 DOLLAR GENERAL CORP   2013-01-04 2015-02-02
25 DOLLAR GENERAL CORP   2012-12-11 2015-02-02
25 DOLLAR GENERAL CORP   2012-12-11 2015-06-22
75 DOLLAR GENERAL CORP   2014-03-25 2015-06-22
75 HITACHI LTD ADR   2014-01-08 2015-02-02
25 HITACHI LTD ADR   2014-01-07 2015-02-02
25 HITACHI LTD ADR   2014-01-06 2015-12-24
75 HITACHI LTD ADR   2014-01-07 2015-12-24
25 ILLINOIS TOOL WORKS INC   2013-03-20 2015-02-02
50 IMPERIAL BRANDS PLC ADR   2012-02-07 2015-01-13
50 IMPERIAL BRANDS PLC ADR   2012-02-06 2015-01-15
50 IMPERIAL BRANDS PLC ADR   2011-11-22 2015-01-15
50 IMPERIAL BRANDS PLC ADR   2011-11-21 2015-01-16
5 IMPERIAL BRANDS PLC ADR   2011-11-22 2015-01-16
200 ITOCHU CORP ADR   2013-11-06 2015-02-02
50 ITOCHU CORP ADR   2013-11-07 2015-02-02
100 ITOCHU CORP ADR   2012-02-07 2015-04-21
25 ITOCHU CORP ADR   2012-02-07 2015-04-22
50 ITOCHU CORP ADR   2012-02-08 2015-04-22
25 ITOCHU CORP ADR   2012-03-07 2015-04-22
75 ITOCHU CORP ADR   2012-03-07 2015-04-23
75 ITOCHU CORP ADR   2012-10-19 2015-04-23
75 ITOCHU CORP ADR   2012-10-19 2015-06-04
50 ITOCHU CORP ADR   2012-10-22 2015-06-05
100 J SAINSBURY SPN ADR NEW   2013-05-28 2015-02-02
50 J SAINSBURY SPN ADR NEW   2013-05-22 2015-02-02
100 J SAINSBURY SPN ADR NEW   2013-06-14 2015-02-02
300 KDDI CORP ADR   2013-01-22 2015-02-02
250 KDDI CORP ADR   2013-01-22 2015-04-30
50 KDDI CORP ADR   2013-01-22 2015-05-01
200 KDDI CORP ADR   2013-01-22 2015-06-04
100 KDDI CORP ADR   2013-01-22 2015-06-05
50 KEYCORP NEW   2014-03-13 2015-10-09
50 KEYCORP NEW   2014-01-08 2015-10-09
100 KEYCORP NEW   2014-01-07 2015-10-09
100 KEYCORP NEW   2014-01-07 2015-10-12
50 KEYCORP NEW   2014-01-07 2015-10-13
25 L BRANDS INC   2013-07-31 2015-01-14
25 L BRANDS INC   2013-08-06 2015-01-14
25 LORILLARD INC COM   2013-09-24 2015-02-02
50 LORILLARD INC COM   2013-09-24 2015-02-23
50 LORILLARD INC COM   2013-09-25 2015-02-23
75 MACY'S INC   2012-02-06 2015-02-02
50 MACY'S INC   2012-02-14 2015-06-22
25 MACY'S INC   2012-02-06 2015-06-22
75 MORGAN STANLEY GRP INC   2013-11-04 2015-01-13
150 MORGAN STANLEY GRP INC   2013-11-01 2015-01-13
25 MORGAN STANLEY GRP INC   2013-11-01 2015-02-02
100 MYLAN INC   2013-11-15 2015-02-02
50 MYLAN INC   2013-11-12 2015-02-02
50 MYLAN INC   2013-11-12 2015-03-02
100 MYLAN INC   2013-11-11 2015-03-02
100 MYLAN INC   2013-11-08 2015-03-02
75 NIELSEN N.V. EUR 0.07   2013-01-30 2015-02-02
50 NIKE INC CL B   2014-09-08 2015-09-23
50 PANDORA A/S ADR   2014-02-25 2015-08-10
100 PANDORA A/S ADR   2014-02-27 2015-08-10
125 PFIZER INC   2013-04-23 2015-02-02
125 PFIZER INC   2013-04-24 2015-02-02
150 PFIZER INC   2013-04-24 2015-06-22
25 PFIZER INC   2013-04-24 2015-06-23
25 PFIZER INC   2014-05-16 2015-06-23
50 QUALCOMM INC   2013-03-01 2015-02-02
25 QUALCOMM INC   2012-11-27 2015-02-02
75 QUALCOMM INC   2012-11-27 2015-02-23
100 QUALCOMM INC   2012-11-27 2015-06-22
75 QUALCOMM INC   2012-11-27 2015-06-23
250 RSA INS GRP INC SPON ADR   2013-09-24 2015-02-02
150 RSA INS GRP INC SPON ADR   2013-02-20 2015-02-02
250 RSA INS GRP INC SPON ADR   2013-09-26 2015-02-02
100 RSA INS GRP INC SPON ADR   2013-02-13 2015-02-02
150 RSA INS GRP INC SPON ADR   2013-06-13 2015-07-29
600 RSA INS GRP INC SPON ADR   2013-02-20 2015-07-29
100 RSA INS GRP INC SPON ADR   2013-06-13 2015-07-31
150 RSA INS GRP INC SPON ADR   2013-06-12 2015-07-31
100 RSA INS GRP INC SPON ADR   2013-06-12 2015-09-04
50 RSA INS GRP INC SPON ADR   2013-03-22 2015-09-04
50 RSA INS GRP INC SPON ADR   2013-03-22 2015-09-08
20 SINOPEC/CHINA PETE&CHM ADR   2011-11-25 2015-02-02
5 SINOPEC/CHINA PETE&CHM ADR   2012-03-06 2015-02-02
50 SKANDINAVISKA ENSKILDA ADR   2013-11-15 2015-02-02
100 SKANDINAVISKA ENSKILDA ADR   2013-11-12 2015-02-02
150 SKANDINAVISKA ENSKILDA ADR   2013-11-12 2015-02-23
50 SKANDINAVISKA ENSKILDA ADR   2013-11-14 2015-02-23
50 SKANDINAVISKA ENSKILDA ADR   2013-11-14 2015-02-24
200 SKANDINAVISKA ENSKILDA ADR   2013-11-13 2015-02-24
75 SKY PLC ADR   2014-02-25 2015-06-03
25 SKY PLC ADR   2014-03-18 2015-06-03
150 SUMITOMO METAL MIN CO LTD   2013-09-19 2015-02-02
50 SUMITOMO METAL MIN CO LTD   2013-09-19 2015-10-09
100 SUMITOMO METAL MIN CO LTD   2013-10-01 2015-10-09
75 SUMITOMO METAL MIN CO LTD   2013-08-19 2015-10-13
75 SUMITOMO METAL MIN CO LTD   2013-08-19 2015-10-14
50 SVENSKA CL AKTIBLGT ADR   2013-10-24 2015-02-02
100 SVENSKA CL AKTIBLGT ADR   2013-10-25 2015-02-02
50 SVENSKA CL AKTIBLGT ADR   2013-10-22 2015-06-04
50 SVENSKA CL AKTIBLGT ADR   2013-10-24 2015-06-04
100 SVENSKA CL AKTIBLGT ADR   2013-10-21 2015-06-05
25 TERADATA CORP   2014-09-08 2015-10-09
25 TERADATA CORP   2014-06-25 2015-10-09
25 TERADATA CORP   2014-06-25 2015-10-12
25 TERADATA CORP   2014-06-25 2015-10-14
75 TERADATA CORP   2014-06-25 2015-10-15
50 TERADATA CORP   2014-06-25 2015-10-19
25 TERADATA CORP   2014-06-25 2015-10-20
50 TERADATA CORP   2014-06-25 2015-10-21
50 TERADATA CORP   2014-06-26 2015-10-21
25 TIM PARTICIPACOES SA ADR   2012-01-23 2015-02-02
25 TIM PARTICIPACOES SA ADR   2012-02-01 2015-02-02
25 TIM PARTICIPACOES SA ADR   2012-01-27 2015-02-02
50 TIM PARTICIPACOES SA ADR   2012-01-26 2015-02-02
25 TIM PARTICIPACOES SA ADR   2012-02-06 2015-10-12
25 TIM PARTICIPACOES SA ADR   2013-03-22 2015-10-15
50 TIM PARTICIPACOES SA ADR   2012-02-06 2015-10-15
25 TIM PARTICIPACOES SA ADR   2013-03-22 2015-10-16
25 TIM PARTICIPACOES SA ADR   2013-03-19 2015-10-23
50 TIM PARTICIPACOES SA ADR   2013-03-22 2015-10-23
100 TIM PARTICIPACOES SA ADR   2013-03-21 2015-10-26
25 TIM PARTICIPACOES SA ADR   2013-03-19 2015-10-26
100 TOKYO GAS LTD ADR   2013-05-13 2015-02-02
50 TOKYO GAS LTD ADR   2013-05-10 2015-02-02
50 TOKYO GAS LTD ADR   2013-05-10 2015-06-04
25 TOKYO GAS LTD ADR   2012-02-16 2015-06-04
25 TOKYO GAS LTD ADR   2011-11-22 2015-06-04
50 TOKYO GAS LTD ADR   2011-11-22 2015-06-05
75 UNION PACIFIC CORP   2013-09-24 2015-01-13
25 UNION PACIFIC CORP   2013-09-24 2015-02-02
25 UNION PACIFIC CORP   2013-09-23 2015-02-02
25 VALERO ENERGY NEW   2014-01-07 2015-02-02
25 VALERO ENERGY NEW   2014-01-07 2015-08-13
25 VALERO ENERGY NEW   2014-01-06 2015-08-13
75 VALERO ENERGY NEW   2014-01-06 2015-08-14
25 VIACOM INC CL B NEW   2013-03-15 2015-09-23
25 VIACOM INC CL B NEW   2014-05-14 2015-09-23
50 VIACOM INC CL B NEW   2013-03-14 2015-09-23
25 VIACOM INC CL B NEW   2013-03-15 2015-09-24
100 WHARF HOLDINGS ADR   2014-01-09 2015-02-02
100 WHARF HOLDINGS ADR   2014-01-10 2015-02-02
25 YUM BRANDS INC   2014-09-05 2015-12-09
75 YUM BRANDS INC   2014-10-10 2015-12-09
25 ZIMMER BIOMET HOLDINGS INC   2012-05-02 2015-02-02
25 ZIMMER BIOMET HOLDINGS INC   2012-05-03 2015-02-02
100 ASTRAZENECA PLC   2015-01-13 2015-02-02
50 ASTRAZENECA PLC   2014-10-31 2015-09-24
100 BNP PARIBAS SPON ADR   2015-01-15 2015-02-02
100 BNP PARIBAS SPON ADR   2015-01-14 2015-02-02
1250 BOMBARDIER INC CL B   2015-01-14 2015-01-19
500 BOMBARDIER INC CL B   2015-01-14 2015-01-20
50 CAMERON INTL CORP   2015-06-23 2015-09-04
75 CAMERON INTL CORP   2015-06-24 2015-09-23
50 CDW CORP/DE   2015-04-21 2015-11-10
25 CDW CORP/DE   2015-04-21 2015-11-11
25 CDW CORP/DE   2015-02-26 2015-11-11
50 CDW CORP/DE   2015-04-20 2015-11-12
25 CDW CORP/DE   2015-02-24 2015-11-12
50 CONOCOPHILLIPS   2014-03-25 2015-02-02
100 HSBC HLDGS PLC ADR   2014-05-15 2015-02-02
350 KEYCORP NEW   2014-03-13 2015-02-02
150 KEYCORP NEW   2014-03-14 2015-02-02
25 KIRBY CORP   2014-06-30 2015-02-02
50 KIRBY CORP   2014-06-25 2015-06-22
25 KIRBY CORP   2014-06-30 2015-06-22
25 KIRBY CORP   2014-06-27 2015-06-22
50 L BRANDS INC   2014-02-06 2015-01-14
50 L BRANDS INC   2014-02-06 2015-01-15
25 MORGAN STANLEY GRP INC   2014-05-14 2015-02-02
100 MYLAN INC   2014-09-08 2015-03-02
50 MYLAN INC   2014-09-05 2015-03-02
100 MYLAN NV   2015-03-02 2015-04-09
75 MYLAN NV   2015-03-02 2015-04-28
100 MYLAN NV   2015-03-02 2015-10-09
75 MYLAN NV   2015-03-02 2015-10-13
50 MYLAN NV   2015-03-02 2015-10-14
75 NIKE INC CL B   2014-10-10 2015-02-02
75 NXP SEMICONDUCTORS NV   2014-05-14 2015-02-02
100 ORIX CORP   2014-08-01 2015-02-03
350 ORIX CORP   2014-07-31 2015-02-03
50 ORIX CORP   2014-09-08 2015-06-05
250 ORIX CORP   2014-07-30 2015-06-05
50 ORIX CORP   2014-08-04 2015-06-05
3506.31 OW REAL RETURN FUND   2014-12-29 2015-03-17
12820.51 OW REAL RETURN FUND   2014-11-11 2015-03-17
100 PANDORA A/S ADR   2014-02-25 2015-02-02
50 RAYTHEON CO NEW   2014-09-09 2015-02-02
25 RAYTHEON CO NEW   2014-09-08 2015-02-02
100 SKY PLC ADR   2014-02-26 2015-02-02
100 TERADATA CORP   2014-09-09 2015-02-02
25 TERADATA CORP   2014-09-08 2015-02-02
50 THERMO FISHER SCIENTIFIC   2015-01-14 2015-02-02
100 UNILEVER NV   2014-11-03 2015-02-02
100 UNILEVER NV   2014-11-03 2015-06-03
25 UNITED RENTALS INC   2014-05-14 2015-02-02
35000 US TREASURY NOTE 04/30/2016   2015-09-21 2015-10-22
120000 US TREASURY NOTE 12/31/2015   2015-03-13 2015-04-20
55 VALEANT PH INT INC   2015-04-29 2015-10-21
75 VIACOM INC CL B NEW   2014-05-21 2015-02-02
50 VIACOM INC CL B NEW   2014-05-14 2015-02-23
50 VIACOM INC CL B NEW   2014-05-20 2015-02-23
50 WILMAR INTERNATIONAL ADR   2014-02-25 2015-02-02
50 WILMAR INTERNATIONAL ADR   2014-02-26 2015-02-02
50 WILMAR INTERNATIONAL ADR   2014-03-18 2015-02-02
25 YUM BRANDS INC   2014-09-10 2015-02-02
75 YUM BRANDS INC   2014-09-09 2015-02-02
50 YUM BRANDS INC   2015-01-14 2015-06-22
25 YUM BRANDS INC   2014-09-09 2015-06-22
301.53 5TH AVE GLBL EQ OFF FD LTD   2007-10-31 2015-02-25
50 CHUBB LIMITED   2010-06-09 2015-02-02
25 CHUBB LIMITED   2010-06-09 2015-02-23
35000 COSTCO WHOLESALE CORP 12/07/2015   2013-10-01 2015-12-07
120000 FEDERAL HOME LOAN BANK 03/13/2015   2011-06-06 2015-03-13
20000 FISERV INC 06/15/2016   2012-04-11 2015-06-18
45000 HEWLETT-PACKARD CO 03/15/2015   2013-10-28 2015-03-15
63000 JPMORGAN CHASE & CO FRN 09/22/2015   2013-03-08 2015-09-22
0 MERCK & CO INC NEW   1975-01-01 2015-02-18
0 SCHERING PLOUGH CORP   1975-01-01 2015-03-09
CAPITAL GAIN DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 4,535   3,373 1,162
b 4,535   2,216 2,319
c 2,247   1,108 1,139
d 4,493   2,203 2,290
e 2,247   1,076 1,171
2,270   1,076 1,194
2,270   1,069 1,201
9,672   5,651 4,021
3,700   3,110 590
4,086   3,110 976
4,177   3,099 1,078
4,177   3,094 1,083
5,381   4,096 1,285
2,691   2,053 638
1,351   1,022 329
1,351   1,014 337
1,279   1,014 265
1,279   1,014 265
11,775   7,159 4,616
5,042   1,874 3,168
6,124   1,702 4,422
2,861   2,725 136
3,895   3,601 294
3,907   3,601 306
977   878 99
5,432   5,457 -25
604   604  
4,404   3,619 785
1,101   907 194
2,600   2,111 489
1,114   895 219
1,178   746 432
2,357   1,498 859
1,624   1,394 230
3,247   2,904 343
2,100   1,952 148
2,838   3,253 -415
2,271   2,575 -304
4,893   1,891 3,002
2,100   3,000 -900
725   986 -261
723   986 -263
723   959 -236
717   944 -227
717   941 -224
720   941 -221
1,441   1,873 -432
1,457   1,356 101
1,457   1,364 93
2,914   2,738 176
4,679   4,067 612
6,644   4,456 2,188
1,661   1,089 572
1,962   1,089 873
5,885   4,154 1,731
5,612   6,035 -423
1,871   1,978 -107
1,431   1,950 -519
4,293   5,934 -1,641
2,335   1,578 757
4,493   3,843 650
4,301   3,802 499
4,301   3,533 768
4,380   3,525 855
438   353 85
4,061   4,945 -884
1,015   1,242 -227
2,368   2,307 61
596   577 19
1,191   1,152 39
596   548 48
1,786   1,645 141
1,786   1,542 244
2,005   1,542 463
1,316   1,009 307
1,595   2,323 -728
798   1,154 -356
1,595   2,328 -733
5,119   2,590 2,529
3,030   1,439 1,591
585   288 297
2,231   1,151 1,080
1,118   576 542
654   690 -36
654   681 -27
1,309   1,360 -51
1,311   1,360 -49
652   680 -28
2,051   1,391 660
2,051   1,418 633
1,635   1,120 515
3,431   2,239 1,192
3,431   2,230 1,201
4,746   2,689 2,057
3,497   1,776 1,721
1,749   896 853
2,715   2,196 519
5,429   4,389 1,040
853   731 122
5,319   4,201 1,118
2,659   2,065 594
2,885   2,065 820
5,771   4,078 1,693
5,771   3,987 1,784
3,243   2,444 799
5,785   4,096 1,689
1,425   825 600
2,849   1,609 1,240
3,893   3,889 4
3,893   3,880 13
5,151   4,656 495
862   776 86
862   732 130
3,125   3,319 -194
1,562   1,556 6
5,296   4,669 627
6,746   6,226 520
5,028   4,669 359
1,706   2,527 -821
1,024   1,366 -342
1,706   2,490 -784
682   1,042 -360
1,188   1,362 -174
4,753   5,464 -711
794   908 -114
1,192   1,358 -166
756   906 -150
378   448 -70
386   448 -62
1,584   1,600 -16
396   428 -32
603   592 11
1,206   1,178 28
1,803   1,767 36
601   587 14
611   587 24
2,444   2,317 127
4,875   4,717 158
1,625   1,568 57
2,150   2,204 -54
642   735 -93
1,284   1,438 -154
964   1,065 -101
932   1,065 -133
1,253   1,415 -162
2,506   2,871 -365
1,324   1,387 -63
1,324   1,415 -91
2,579   2,764 -185
737   1,123 -386
737   1,050 -313
718   1,050 -332
709   1,050 -341
2,141   3,151 -1,010
1,443   2,101 -658
724   1,050 -326
1,427   2,101 -674
1,427   2,069 -642
551   699 -148
551   700 -149
551   695 -144
1,103   1,394 -291
255   692 -437
255   530 -275
510   1,383 -873
249   530 -281
258   522 -264
516   1,059 -543
1,089   2,079 -990
272   522 -250
2,448   2,364 84
1,224   1,168 56
1,095   1,168 -73
547   464 83
547   430 117
1,089   861 228
8,506   5,969 2,537
2,949   1,990 959
2,949   1,989 960
1,343   1,263 80
1,748   1,263 485
1,748   1,249 499
5,111   3,748 1,363
1,091   1,584 -493
1,091   2,077 -986
2,183   3,179 -996
1,082   1,584 -502
1,608   1,515 93
1,608   1,542 66
1,861   1,804 57
5,584   5,208 376
2,801   1,593 1,208
2,801   1,605 1,196
7,027   7,192 -165
3,209   3,655 -446
2,629   2,682 -53
2,629   2,675 -46
2,858   4,326 -1,468
1,105   1,731 -626
3,267   2,724 543
4,758   4,066 692
2,131   1,931 200
1,075   965 110
1,075   952 123
2,134   1,904 230
1,067   952 115
3,247   3,417 -170
4,576   5,245 -669
4,553   4,827 -274
1,951   2,076 -125
1,824   2,920 -1,096
3,988   5,762 -1,774
1,994   2,920 -926
1,994   2,888 -894
4,101   2,709 1,392
4,047   2,709 1,338
853   757 96
5,771   4,803 968
2,885   2,338 547
7,023   5,771 1,252
5,462   4,328 1,134
4,262   5,771 -1,509
3,180   4,328 -1,148
2,104   2,885 -781
6,838   6,564 274
5,929   4,511 1,418
1,151   1,633 -482
4,030   5,743 -1,713
770   752 18
3,849   3,946 -97
770   803 -33
22,946   25,000 -2,054
83,899   100,000 -16,101
1,746   1,649 97
4,992   4,971 21
2,496   2,461 35
5,553   6,296 -743
4,435   4,537 -102
1,109   1,123 -14
6,249   6,300 -51
4,297   3,838 459
4,275   3,838 437
2,077   2,429 -352
35,037   35,029 8
121,613   121,562 51
5,774   11,398 -5,624
4,789   6,317 -1,528
3,486   4,154 -668
3,486   4,194 -708
1,189   1,372 -183
1,189   1,372 -183
1,189   1,374 -185
1,786   1,810 -24
5,357   5,418 -61
4,628   3,608 1,020
2,314   1,806 508
560,481   550,000 10,481
5,386   2,482 2,904
2,836   1,241 1,595
35,000   35,001 -1
120,000   124,215 -4,215
20,469   20,412 57
45,000   45,096 -96
63,000   63,362 -362
425     425
544     544
      83,015
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       1,162
b       2,319
c       1,139
d       2,290
e       1,171
      1,194
      1,201
      4,021
      590
      976
      1,078
      1,083
      1,285
      638
      329
      337
      265
      265
      4,616
      3,168
      4,422
      136
      294
      306
      99
      -25
       
      785
      194
      489
      219
      432
      859
      230
      343
      148
      -415
      -304
      3,002
      -900
      -261
      -263
      -236
      -227
      -224
      -221
      -432
      101
      93
      176
      612
      2,188
      572
      873
      1,731
      -423
      -107
      -519
      -1,641
      757
      650
      499
      768
      855
      85
      -884
      -227
      61
      19
      39
      48
      141
      244
      463
      307
      -728
      -356
      -733
      2,529
      1,591
      297
      1,080
      542
      -36
      -27
      -51
      -49
      -28
      660
      633
      515
      1,192
      1,201
      2,057
      1,721
      853
      519
      1,040
      122
      1,118
      594
      820
      1,693
      1,784
      799
      1,689
      600
      1,240
      4
      13
      495
      86
      130
      -194
      6
      627
      520
      359
      -821
      -342
      -784
      -360
      -174
      -711
      -114
      -166
      -150
      -70
      -62
      -16
      -32
      11
      28
      36
      14
      24
      127
      158
      57
      -54
      -93
      -154
      -101
      -133
      -162
      -365
      -63
      -91
      -185
      -386
      -313
      -332
      -341
      -1,010
      -658
      -326
      -674
      -642
      -148
      -149
      -144
      -291
      -437
      -275
      -873
      -281
      -264
      -543
      -990
      -250
      84
      56
      -73
      83
      117
      228
      2,537
      959
      960
      80
      485
      499
      1,363
      -493
      -986
      -996
      -502
      93
      66
      57
      376
      1,208
      1,196
      -165
      -446
      -53
      -46
      -1,468
      -626
      543
      692
      200
      110
      123
      230
      115
      -170
      -669
      -274
      -125
      -1,096
      -1,774
      -926
      -894
      1,392
      1,338
      96
      968
      547
      1,252
      1,134
      -1,509
      -1,148
      -781
      274
      1,418
      -482
      -1,713
      18
      -97
      -33
      -2,054
      -16,101
      97
      21
      35
      -743
      -102
      -14
      -51
      459
      437
      -352
      8
      51
      -5,624
      -1,528
      -668
      -708
      -183
      -183
      -185
      -24
      -61
      1,020
      508
      10,481
      2,904
      1,595
      -1
      -4,215
      57
      -96
      -362
      425
      544
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 129,664
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 269,029 9,616,150 0.027977
2013 431,308 9,379,975 0.045982
2012 451,090 9,125,015 0.049434
2011 347,829 9,670,698 0.035967
2010 356,914 9,662,098 0.03694
2
Total of line 1, column (d) .....................
20.1963
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
0.03926
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
9,513,280
5
Multiply line 4 by line 3......................
5
373,491
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
2,625
7
Add lines 5 and 6........................
7
376,116
8
Enter qualifying distributions from Part XII, line 4.............
8
378,347
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 2,625
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 2,625
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 2,625
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a  
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 58
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 2,683
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   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)
    bulletFL
    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. Click to see attachment...............................
    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 ofbulletMR ROBERT BASHAM Telephone no.bullet

    Located atbullet4343 ANCHOR PLAZA PARKWAY SUITE 1TAMPAFL ZIP+4bullet33634
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    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
    ROBERT D BASHAM PRESIDENT
    0     		0    
    4343 ANCHOR PLAZA PARKWAY SUITE 1
    TAMPA,FL33634
    RICHARD DANKER DIRECTOR
    0     		0    
    4343 ANCHOR PLAZA PARKWAY SUITE 1
    TAMPA,FL33634
    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
    6,679,243
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    2,978,909
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,658,152
    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
    9,658,152
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    144,872
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    9,513,280
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    475,664
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    475,664
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    2,625
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,625
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    473,039
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    473,039
    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
    473,039
    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
    378,347
    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
    378,347
    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
    2,625
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    375,722
    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 7 473,039
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 239,069
    b Total for prior years:2013, 2012, 2011 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 378,347
    a Applied to 2014, but not more than line 2a 239,069
    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..... 139,278
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2015. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    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 .............     		 
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		333,761
    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).)
    ROBERT D BASHAM
    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
    BOOMER ESIASON FOUNDATION
    483 10TH AVENUE
    SUITE 300
    NEW YORK,NY10018     		    CONTRIBUTION 25,000
    UNIVERSITY OF SOUTH FLORIDA FOUNDATION
    4202 E FOWLER AVE
    TAMPA,FL33620     		    CONTRIBUTION - HIGHER EDUCATION 71,429
    BOYS & GIRLS CLUB
    3307 NORTH MACDILL AVENUE
    TAMPA,FL33607     		    CONTRIBUTION 82,500
    CHAIR SCHOLARS
    16101 CARENCIA LANE
    ODESSA,FL33556     		    CONTRIBUTION 8,000
    RONALD MACDONALD FOUNDATION
    35 COLUMBIA
    TAMPA,FL33606     		    CONTRIBUTION 5,000
    METROPOLITAN MINISTRIES
    2002 NORTH FLORIDA AVENUE
    TAMPA,FL33602     		    CONTRIBUTION 31,000
    FARA
    P O BOX 26454
    TAMPA,FL33623     		    CONTRIBUTION 10,000
    CHI-CHI RODRIGUEZ YOUTH FOUNDATION
    3030 NORTH MCMULLEN BOOTH ROAD
    CLEARWATER,FL33761     		    CONTRIBUTION 5,000
    THE FIRST TEE OF TAMPA BAY
    ROGERS PARK GOLF COURSE
    7910 WILLIE BLACK DR
    TAMPA,FL33610     		    CONTRIBUTION 5,000
    DEBARTOLO FAMILY FOUNDATION
    15436 N FLORIDA AVE
    SUITE 200
    TAMPA,FL33613     		    CONTRIBUTION 15,000
    FLORIDA COUNCIL ON EDUCATION FOUNDATION
    325 W GAINES ST
    SUITE 1524
    TALLAHASSEE,FL32399     		    CONTRIBUTION 5,000
    UP2US
    520 8TH AVE
    2ND FLOOR
    NEW YORK,NY10018     		    CONTRIBUTION 1,000
    GARY KOCH PRO-AM INC
    3717 W NORTH B STREET
    TAMPA,FL33609     		    CONTRIBUTION 7,500
    HSCO CHARITIES INC
    2008 E 8TH AVE
    TAMPA,FL33605     		    CONTRIBUTION 600
    MOFFITT CANCER CENTER FOUNDATION
    12902 MAGNOLIA DRIVE
    MBC-FOUND
    TAMPA,FL33612     		    CONTRIBUTION 25,000
    MVSU FOUNDATION
    PO BOX 303
    ITTABENA,MS38941     		    CONTRIBUTION 5,000
    NATIONAL KIDNEY FOUNDATION
    30 EAST 33RD STREET
    NEW YORK,NY10016     		    CONTRIBUTION 500
    PALMA CEIA PRESBYTERIAN CHURCH
    3501 W SAN JOSE ST
    TAMPA,FL33629     		    CONTRIBUTION 20,000
    RTJGC CHARITABLE FOUNDATION
    1 TURTLE POINT DR
    GAINESVILLE,VA20155     		    CONTRIBUTION 800
    SEMINOLE BOOSTERS
    UNIVERSITY CENTER SUITE C-5100
    TALLAHASSEE,FL32306     		    CONTRIBUTION 2,268
    SOCIETY FOUNDATION INC
    633 W PENSACOLA ST
    TALLAHASSEE,FL32304     		    CONTRIBUTION 16,500
    TEMPLE B'NAI ABRAHAM
    300 E NORTHFIELD RD
    PO BOX 46
    LIVINGSTON,NJ07039     		    CONTRIBUTION 250
    THE FOUNDATION OF HOPE
    950 SECOND AVE
    PITTSBURGH,PA15219     		    CONTRIBUTION 10,000
    FLAGLER COLLEGE
    74 KING STREET
    PO BOX 1027
    ST AUGUSTINE,FL320851027     		    SCHOLARSHIP 26,000
    Total .................................bullet 3a 378,347
    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 18,285  
    4 Dividends and interest from securities....     14 42,320  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 165,000  
    6
    Net rental income or (loss) from personal property     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............     		    18 129,664  
    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)..   355,269  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13355,269
    (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:
    DANKER-BASHAM FOUNDATION INC
    EIN:
    59-3284079
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADMINISTRATIVE 1,000 1,000 1,000  
    LEICH & TEELING, CPA, PA 2,850 2,850 2,850  

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

    TY 2015 DepreciationSchedule
    Name:
    DANKER-BASHAM FOUNDATION INC
    EIN:
    59-3284079
    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
    BUILDING 2014-08-15 2,475,000 26,442 SL 39 63,462 63,462 63,462  
    LAND 2014-08-15 275,000   L          

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    DANKER-BASHAM FOUNDATION INC
    EIN:
    59-3284079
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCK & SECURITIES 3,119,727 3,246,123

    TY 2015 InvestmentsGovtObligationsSch
    Name:
    DANKER-BASHAM FOUNDATION INC
    EIN:
    59-3284079
    US Government Securities - End of Year Book Value:

    1,891,638
    US Government Securities - End of Year Fair Market Value:

    1,873,538
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2015 InvestmentsOtherSchedule2
    Name:
    DANKER-BASHAM FOUNDATION INC
    EIN:
    59-3284079
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    HEDGE FUNDS AT COST 1,110,480 1,191,013

    TY 2015 LandEtcSchedule2
    Name:
    DANKER-BASHAM FOUNDATION INC
    EIN:
    59-3284079
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value


    TY 2015 LegalFeesSchedule
    Name:
    DANKER-BASHAM FOUNDATION INC
    EIN:
    59-3284079
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 1,200 1,200 1,200  


    TY 2015 OtherAssetsSchedule
    Name:
    DANKER-BASHAM FOUNDATION INC
    EIN:
    59-3284079
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    FORECLOSED PROPERTY 228,909 228,909 228,909


    TY 2015 OtherExpensesSchedule
    Name:
    DANKER-BASHAM FOUNDATION INC
    EIN:
    59-3284079
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCHANGE (GAIN) LOSS        
    FILING FEES        


    TY 2015 OtherIncreasesSchedule
    Name:
    DANKER-BASHAM FOUNDATION INC
    EIN:
    59-3284079
    Description Amount
    BOOK ADJUSTMENTS -279


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    DANKER-BASHAM FOUNDATION INC
    EIN:
    59-3284079
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNT MANAGEMENT 22,914 22,914 22,914  


    TY 2015 SubstantialContributorsSch
    Name:
    DANKER-BASHAM FOUNDATION INC
    EIN:
    59-3284079
    Name Address
    ROBERT D BASHAM 3717 W NORTH B STREET
    TAMPA,FL33609


    TY 2015 TaxesSchedule
    Name:
    DANKER-BASHAM FOUNDATION INC
    EIN:
    59-3284079
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FORIEGN TAXES 567 567 567  
    IRS TAXES 6,446 0 0  
    PROPERTY TAX 799 799 799