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
FREDERICKSBURG RESCUE SQUAD FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 4101
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FREDERICKSBURG, VA22402
A Employer identification number

54-1892320
B Telephone number (see instructions)

(540) 373-9191
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$3,464,465
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 11 11  
4 Dividends and interest from securities... 75,900 75,900  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 78,635
b Gross sales price for all assets on line 6a 2,687,443
7 Capital gain net income (from Part IV, line 2)... 78,635
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........ 154,546 154,546 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 8,350 0 0 8,350
b Accounting fees (attach schedule)....... 3,250 812 0 2,438
c Other professional fees (attach schedule).... 29,421 29,421 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 5,072 2,776 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 2,028 0 0 2,028
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 48,121 33,009 0 12,816
25 Contributions, gifts, grants paid....... 177,305 177,305
26 Total expenses and disbursements. Add lines 24 and 25 225,426 33,009 0 190,121
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -70,880
b Net investment income (if negative, enter -0-) 121,537
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 2,998    
2 Savings and temporary cash investments......... 63,126 130,200 130,200
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)....... 2,883,584 Click to see attachment2,767,084 2,923,305
c Investments—corporate bonds (attach schedule)....... 302,311 Click to see attachment283,640 284,943
11 Investments—land, buildings, and equipment: basis bullet108,200
Less: accumulated depreciation (attach schedule) bullet   108,200 108,200 123,400
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) Click to see attachment2,402 Click to see attachment2,617 Click to see attachment2,617
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,362,621 3,291,741 3,464,465
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 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 3,362,621 3,291,741
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 3,362,621 3,291,741
31 Total liabilities and net assets/fund balances (see instructions). 3,362,621 3,291,741
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
3,362,621
2
Enter amount from Part I, line 27a .....................
2
-70,880
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,291,741
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
3,291,741
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 HEWLETT PACK2.125 091315 GLBL NOTE CPN 2.125% DUE 09/13/15 DTD 09/13/10 FC   2013-10-23 2015-09-14
b JPM NOTE 2.6 011516 NOTE CPN 2.600% DUE 01/15/16 DTD 11/18/10 FC 07/15   2013-08-15 2015-05-19
c VERIZON COMMN 3.5 110121 NOTE CPN 3.500% DUE 11/01/21 DTD 11/03/11 FC 05/01   2014-07-28 2015-07-16
d GUGG BLLTSH 2017 CRP ETF BULLETSHARES 2017 CORPORATE BOND ETF   2014-07-23 2015-11-02
e ISHS 1-3Y CR BD ETF 1-3 YR CREDIT BOND ETF   2013-08-15 2015-01-06
ISHS 1-3Y CR BD ETF 1-3 YR CREDIT BOND ETF   2013-08-15 2015-03-12
ISHS 1-3Y CR BD ETF 1-3 YR CREDIT BOND ETF   2013-08-15 2015-10-28
ISHS 7-10Y TRSY ETF 7-10YR TREASURY BOND ETF   2015-01-15 2015-06-11
ISHS 7-10Y TRSY ETF 7-10YR TREASURY BOND ETF   2015-01-20 2015-06-11
ISHS 7-10Y TRSY ETF 7-10YR TREASURY BOND ETF   2015-01-06 2015-07-23
ISHS 7-10Y TRSY ETF 7-10YR TREASURY BOND ETF   2015-01-15 2015-07-23
ISHS FLTG RT BOND ETF RATE BOND ETF   2013-08-15 2015-01-15
ISHS FLTG RT BOND ETF RATE BOND ETF   2013-08-15 2015-01-20
ISHS FLTG RT BOND ETF RATE BOND ETF   2013-08-15 2015-11-02
ISHS INTRM CRDT BD ETF INTERMEDIATE CREDIT BOND ETF   2014-11-26 2015-11-02
ANHEUSER BUSCH INBEV SA/NV   2013-07-19 2015-02-19
HK EXCHANGES & CLEARING CLEARING LIMITED ADR   2013-07-19 2015-04-21
HK EXCHANGES & CLEARING CLEARING LIMITED ADR   2013-07-19 2015-10-02
IMPERIAL OIL LTD NEW   2013-07-19 2015-11-09
IMPERIAL OIL LTD NEW   2014-03-17 2015-11-09
ITAU SA ADR REP 500 PFD SA SPONSORED ADR REPRESENTING 500 PFD   2013-07-19 2015-07-29
NOVO NORDISK AS ADR   2013-07-19 2015-11-24
NOVO NORDISK AS ADR   2014-03-04 2015-11-24
NOVO NORDISK AS ADR   2014-09-02 2015-11-24
SCHNEIDER ELEC SE ADR ADR   2013-07-19 2015-10-05
SHIRE PLC SPON ADR SPON ADR   2014-10-20 2015-10-20
SWATCH GROUP AG   2013-07-19 2015-02-03
SYSMEX CORP ADR   2013-07-19 2015-07-08
TAIWAN SEMICON MFG CO MANUFACTURING COMPANY LTD SPONS ADR   2013-07-19 2015-01-28
TAIWAN SEMICON MFG CO MANUFACTURING COMPANY LTD SPONS ADR   2014-01-15 2015-01-28
XINYI GLASS HLDGS LTD ADS REPSTG 20 SHS   2013-07-19 2015-03-11
LVMH MOET HENNESSY LOUIS   1970-10-19 2015-02-27
ALCOA INC   2014-04-01 2015-09-10
AMAZON.COM INC   2014-03-10 2015-04-24
AMAZON.COM INC   2014-03-10 2015-10-19
AMAZON.COM INC   2014-03-10 2015-11-05
AMERICAN ARLNS GRP INC GROUP INC   2013-12-11 2015-01-02
BROOKFIELD ASSET MGMNT A MANAGEMENT INC VOTING SHS CL A   2013-08-09 2015-05-19
CABELAS INC   2013-07-19 2015-08-11
CABELAS INC   2013-10-08 2015-08-11
CABELAS INC   2014-01-02 2015-08-11
CABELAS INC   2014-06-23 2015-08-11
CARMAX INC   2013-07-19 2015-01-02
CARMAX INC   2013-07-19 2015-04-16
KRISPY KREME DOUGHNUT INC   2013-07-19 2015-01-07
KRISPY KREME DOUGHNUT INC   2014-01-08 2015-01-07
KRISPY KREME DOUGHNUT INC   2014-02-10 2015-01-07
LAS VEGAS SANDS CORP   2015-07-06 2015-12-07
MARKEL CORP   2013-07-19 2015-07-10
MARKEL CORP   2013-07-19 2015-08-07
MARKEL CORP   2013-07-19 2015-11-09
MARKEL CORP   2013-07-19 2015-11-19
MORGAN CHINA A SHARES FD CHINA A SHARES FUND INC   2013-12-11 2015-03-18
MORGAN CHINA A SHARES FD CHINA A SHARES FUND INC   2013-12-11 2015-07-13
MORGAN CHINA A SHARES FD CHINA A SHARES FUND INC   2013-12-11 2015-07-24
MORGAN CHINA A SHARES FD CHINA A SHARES FUND INC   2013-12-11 2015-09-14
MORGAN CHINA A SHARES FD CHINA A SHARES FUND INC   2014-06-06 2015-09-14
PALL CORP   2013-07-19 2015-05-13
PALL CORP   2014-08-13 2015-05-13
PENN NATIONAL GAMING INC   2013-11-05 2015-01-20
PENN NATIONAL GAMING INC   2013-11-05 2015-01-29
PENN NATIONAL GAMING INC   2014-04-07 2015-01-29
PENN NATIONAL GAMING INC   2013-07-19 2015-03-17
PENN NATIONAL GAMING INC   2014-04-07 2015-03-17
PENN NATIONAL GAMING INC   2013-07-19 2015-04-20
PENN NATIONAL GAMING INC   2014-04-07 2015-04-20
PENN NATIONAL GAMING INC   2013-07-19 2015-06-24
PENN NATIONAL GAMING INC   2013-07-23 2015-06-24
PENN NATIONAL GAMING INC   2013-07-23 2015-07-14
PENN NATIONAL GAMING INC   2014-02-03 2015-07-14
PENN NATIONAL GAMING INC   2014-02-03 2015-09-17
SMUCKER JM COMPANY NEW   2013-07-19 2015-04-24
SMUCKER JM COMPANY NEW   2014-02-05 2015-04-24
SUN COMMUNITIES INC   2013-07-19 2015-01-07
SUN COMMUNITIES INC   2013-07-19 2015-01-09
SUN COMMUNITIES INC   2013-07-19 2015-03-18
SUN COMMUNITIES INC   2013-07-19 2015-04-16
SUN COMMUNITIES INC   2013-07-19 2015-06-19
SUN COMMUNITIES INC   2013-10-21 2015-06-19
CONS DSCR SEL SPDR ETF SELECT SECTOR SPDR ETF ETF   2014-12-29 2015-01-20
CONS STPLS SEL SPDR ETF SELECT SECTOR SPDR ETF   2014-10-20 2015-02-20
CONS STPLS SEL SPDR ETF SELECT SECTOR SPDR ETF   2015-01-20 2015-02-20
CONS STPLS SEL SPDR ETF SELECT SECTOR SPDR ETF   2014-08-11 2015-03-16
CONS STPLS SEL SPDR ETF SELECT SECTOR SPDR ETF   2014-10-20 2015-03-16
ISHS SHORT TREASURY ETF SHORT TREASURY BOND ETF   2015-02-18 2015-02-20
ISHS SHORT TREASURY ETF SHORT TREASURY BOND ETF   2015-02-02 2015-03-02
ISHS SHORT TREASURY ETF SHORT TREASURY BOND ETF   2015-02-18 2015-03-02
ISHS SHORT TREASURY ETF SHORT TREASURY BOND ETF   2015-01-20 2015-03-30
ISHS SHORT TREASURY ETF SHORT TREASURY BOND ETF   2015-02-02 2015-03-30
ISHS SHORT TREASURY ETF SHORT TREASURY BOND ETF   2015-01-20 2015-05-26
ISHS SHORT TREASURY ETF SHORT TREASURY BOND ETF   2015-01-20 2015-06-29
ISHS SHORT TREASURY ETF SHORT TREASURY BOND ETF   2015-03-16 2015-06-29
ISHS U S FINANCIALS ETF U S FINANCIALS ETF   2014-12-08 2015-01-20
ISHS U S FINANCIALS ETF U S FINANCIALS ETF   2015-05-26 2015-07-13
ISHS US HLTHCR ETF U S HEALTHCARE ETF   2015-06-29 2015-07-13
ISHS US TECH ETF TECHNOLOGY ETF   2013-07-31 2015-02-02
ISHS US TECH ETF TECHNOLOGY ETF   2014-10-20 2015-02-02
ISHS US TECH ETF TECHNOLOGY ETF   2015-01-20 2015-02-02
ISHS US UTIL ETF U S UTILITIES ETF   2014-12-29 2015-02-17
ISHS US UTIL ETF U S UTILITIES ETF   2015-01-20 2015-02-17
ALCOA INC   2015-07-20 2015-09-02
AMAZON.COM INC   2015-07-20 2015-10-21
APPLE INC   2015-07-20 2015-11-11
BAXALTA INC   2015-07-20 2015-08-04
CONS DSCR SEL SPDR ETF SELECT SECTOR SPDR ETF ETF   2015-03-02 2015-07-20
CUMMINS INC   2015-07-20 2015-10-28
ISHS SHORT TREASURY ETF SHORT TREASURY BOND ETF   2015-07-13 2015-07-20
ISHS US ENGY SCTR ETF U S ENERGY ETF   2015-03-30 2015-07-20
RANGE RESOURCES CORP   2015-07-20 2015-10-28
UNITED TECHNOLOGIES CORP   2015-07-20 2015-09-23
VALEANT PHARM INTL INC CDA   2015-07-20 2015-10-27
AFLAC INC   2013-07-19 2015-01-21
AFLAC INC   2013-08-01 2015-01-21
ANTHEM INC   2013-07-19 2015-05-20
ANTHEM INC   2013-08-01 2015-05-20
AUTOMATIC DATA PROC INC PROCESSING INC   2013-07-19 2015-03-05
AUTOMATIC DATA PROC INC PROCESSING INC   2013-08-01 2015-03-05
CHEMOURS COMPANY   2013-07-19 2015-07-08
CHEMOURS COMPANY   2013-08-01 2015-07-08
DEUTSCHE CSI 300 CHN ETF HARVEST CSI 300 CHINA A SHS ETF   2013-12-13 2015-02-11
DEUTSCHE CSI 300 CHN ETF HARVEST CSI 300 CHINA A SHS ETF   2013-12-13 2015-06-03
DEUTSCHE CSI 300 CHN ETF HARVEST CSI 300 CHINA A SHS ETF   2013-12-13 2015-06-30
DEUTSCHE CSI 300 CHN ETF HARVEST CSI 300 CHINA A SHS ETF   2014-05-14 2015-06-30
DU PONT E.I.DE NEMOUR&CO & COMPANY   2013-07-19 2015-10-06
DU PONT E.I.DE NEMOUR&CO & COMPANY   2013-08-01 2015-10-06
EQUITY LIFESTYLE PROPERTIES INC   2013-12-13 2015-03-06
H&R BLOCK INC   2013-10-16 2015-06-25
H&R BLOCK INC   2014-10-15 2015-06-25
HARTFORD FINL SVCS GROUP SERVICES GROUP INC   2013-07-19 2015-01-07
HARTFORD FINL SVCS GROUP SERVICES GROUP INC   2013-08-01 2015-01-07
HARTFORD FINL SVCS GROUP SERVICES GROUP INC   2013-07-19 2015-04-15
HEWLETT-PACKARD COMPANY COMPANY   2014-04-02 2015-04-08
ISHS CHINA LARGE CAP ETF LARGE CAP ETF   2015-02-11 2015-08-19
KINDER MORGAN INC DE   2013-09-04 2015-01-06
KINDER MORGAN INC DE   2014-08-13 2015-01-06
KINDER MORGAN INC DE   2013-09-04 2015-12-30
KINDER MORGAN INC DE   2015-07-29 2015-12-30
MARATHON PETROLEUM CORP   2013-07-19 2015-02-25
MARATHON PETROLEUM CORP   2013-08-14 2015-02-25
MARKEL CORP   2013-07-19 2015-08-12
MCDONALDS CORP   2013-07-19 2015-12-16
PENN NATIONAL GAMING INC   2013-07-19 2015-01-23
PENN NATIONAL GAMING INC   2013-08-01 2015-01-23
SUN COMMUNITIES INC   2013-07-19 2015-01-14
SUN COMMUNITIES INC   2013-07-19 2015-03-04
TELUS CORP   2013-07-19 2015-12-23
TELUS CORP   2013-08-01 2015-12-23
TELUS CORP   2015-04-20 2015-12-23
WADDELL & REED FINL CL A INC CL A   2014-09-03 2015-07-16
WADDELL & REED FINL CL A INC CL A   2014-10-29 2015-07-16
WAL-MART STORES INC   2013-07-19 2015-10-21
WAL-MART STORES INC   2013-08-01 2015-10-21
CAPITAL GAINS 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 25,000   25,000 0
b 25,294   25,237 57
c 10,088   10,270 -182
d 19,853   20,029 -176
e 7,888   7,865 23
13,146   13,109 37
36,886   36,705 181
3,646   3,822 -176
9,375   9,835 -460
5,807   5,923 -116
7,390   7,645 -255
11,879   11,903 -24
10,111   10,130 -19
18,645   18,740 -95
2,711   2,751 -40
1,844   1,344 500
5,320   2,249 3,071
2,376   1,551 825
661   848 -187
1,487   2,084 -597
4   5 -1
266   164 102
1,330   1,189 141
1,862   1,596 266
5,472   7,245 -1,773
4,263   3,635 628
3,055   4,223 -1,168
4,099   2,331 1,768
365   245 120
852   618 234
1,197   1,788 -591
58     58
7,773   10,639 -2,866
3,573   2,959 614
4,614   2,959 1,655
2,602   1,479 1,123
4,805   2,340 2,465
18   12 6
3,081   4,637 -1,556
6,382   8,931 -2,549
3,741   5,568 -1,827
1,760   2,362 -602
3,324   2,391 933
2,869   1,913 956
2,923   2,903 20
5,944   5,897 47
4,482   4,091 391
9,900   12,555 -2,655
4,344   2,727 1,617
3,459   2,182 1,277
5,173   3,273 1,900
4,507   2,727 1,780
2,952   2,240 712
3,453   2,738 715
3,261   2,613 648
1,822   1,867 -45
8,017   7,321 696
17,404   9,916 7,488
3,108   1,991 1,117
7,701   6,983 718
3,525   3,040 485
3,462   2,674 788
5,203   3,849 1,354
1,178   883 295
1,280   968 312
3,201   2,453 748
2,378   1,598 780
775   496 279
2,568   1,521 1,047
447   264 183
3,427   2,182 1,245
15,724   14,588 1,136
5,241   4,171 1,070
2,597   2,041 556
2,951   2,296 655
2,712   2,041 671
3,177   2,542 635
2,926   2,288 638
8,454   5,564 2,890
109,576   115,652 -6,076
15,853   14,346 1,507
25,017   24,828 189
74,904   68,148 6,756
23,833   21,967 1,866
106,418   106,430 -12
74,424   74,439 -15
24,258   24,264 -6
38,039   38,043 -4
60,642   60,654 -12
98,699   98,691 8
3,308   3,308 0
96,493   96,486 7
109,358   115,858 -6,500
99,966   98,863 1,103
99,401   98,714 687
68,495   53,026 15,469
40,497   38,162 2,335
27,498   27,847 -349
106,869   115,988 -9,119
25,012   26,656 -1,644
3,788   4,299 -511
2,247   1,958 289
1,742   1,981 -239
7,363   6,359 1,004
103,023   99,736 3,287
3,536   4,516 -980
196,864   196,886 -22
91,325   99,060 -7,735
3,219   4,554 -1,335
4,807   6,051 -1,244
2,991   6,472 -3,481
27,792   28,459 -667
1,158   1,260 -102
31,003   16,503 14,500
5,711   3,022 2,689
30,309   22,278 8,031
3,464   2,500 964
990   1,060 -70
41   45 -4
21,030   15,325 5,705
12,165   5,826 6,339
2,512   1,393 1,119
19,409   9,490 9,919
20,323   19,789 534
835   832 3
9,160   6,245 2,915
23,996   22,620 1,376
10,546   9,633 913
16,393   12,790 3,603
1,821   1,440 381
25,813   19,106 6,707
22,561   23,975 -1,414
22,863   24,725 -1,862
6,310   5,699 611
9,770   9,189 581
8,856   22,061 -13,205
3,764   8,883 -5,119
28,761   19,010 9,751
523   376 147
9,471   6,000 3,471
9,895   8,407 1,488
7,599   5,932 1,667
775   582 193
8,041   6,123 1,918
10,718   8,164 2,554
15,726   17,130 -1,404
1,685   1,813 -128
7,442   9,133 -1,691
20,398   25,458 -5,060
9,972   10,453 -481
20,296   26,911 -6,615
882   1,174 -292
751     751
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       0
b       57
c       -182
d       -176
e       23
      37
      181
      -176
      -460
      -116
      -255
      -24
      -19
      -95
      -40
      500
      3,071
      825
      -187
      -597
      -1
      102
      141
      266
      -1,773
      628
      -1,168
      1,768
      120
      234
      -591
      58
      -2,866
      614
      1,655
      1,123
      2,465
      6
      -1,556
      -2,549
      -1,827
      -602
      933
      956
      20
      47
      391
      -2,655
      1,617
      1,277
      1,900
      1,780
      712
      715
      648
      -45
      696
      7,488
      1,117
      718
      485
      788
      1,354
      295
      312
      748
      780
      279
      1,047
      183
      1,245
      1,136
      1,070
      556
      655
      671
      635
      638
      2,890
      -6,076
      1,507
      189
      6,756
      1,866
      -12
      -15
      -6
      -4
      -12
      8
      0
      7
      -6,500
      1,103
      687
      15,469
      2,335
      -349
      -9,119
      -1,644
      -511
      289
      -239
      1,004
      3,287
      -980
      -22
      -7,735
      -1,335
      -1,244
      -3,481
      -667
      -102
      14,500
      2,689
      8,031
      964
      -70
      -4
      5,705
      6,339
      1,119
      9,919
      534
      3
      2,915
      1,376
      913
      3,603
      381
      6,707
      -1,414
      -1,862
      611
      581
      -13,205
      -5,119
      9,751
      147
      3,471
      1,488
      1,667
      193
      1,918
      2,554
      -1,404
      -128
      -1,691
      -5,060
      -481
      -6,615
      -292
      751
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 78,635
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 155,824 3,683,685 0.042301
2013 151,028 3,274,948 0.046116
2012 147,190 3,040,945 0.048403
2011 0 2,998,017 0.000000
2010      
2
Total of line 1, column (d) .....................
20.136820
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
0.034205
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
3,677,571
5
Multiply line 4 by line 3......................
5
125,791
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,215
7
Add lines 5 and 6........................
7
127,006
8
Enter qualifying distributions from Part XII, line 4.............
8
190,121
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2015)
Form 990-PF (2015)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 1,215
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,215
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,215
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 3,832
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 3,832
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 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 2,617
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet2,617 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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
     
    No
    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)
    bulletVA
    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 ofbulletTHE FOUNDATION Telephone no.bullet (540) 373-9191

    Located atbulletPO BOX 4101FREDERICKSBURGVA ZIP+4bullet22402
    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
    STEVE ENNIS PRESIDENT
    1.00
    0 0 0
    14 AMARA DRIVE
    FREDERICKSBURG,VA22405
    JOHN THOMPSON TREASURER
    1.50
    0 0 0
    206 CAROLINE STREET
    FREDERICKSBURG,VA22401
    HARRY SNELLINGS DIRECTOR
    0.50
    0 0 0
    17 COMET ROAD
    FREDERICKSBURG,VA22405
    GERALD SNELLINGS DIRECTOR
    0.50
    0 0 0
    5 RIDGEMORE CIRCLE
    FREDERICKSBURG,VA22405
    KEVIN JONES SECRETARY
    0.50
    0 0 0
    22 MT VERNON AVENUE
    FREDERICKSBURG,VA22405
    DARRYL LABBE DIRECTOR
    0.50
    0 0 0
    413 MAHOGANY LANE
    FREDERICKSBURG,VA22408
    FRANCIS CURTIS DIRECTOR
    0.50
    0 0 0
    108 VALLEY VIEW PLACE
    FREDERICKSBURG,VA22405
    TROY E PAYNE DIRECTOR
    0.50
    0 0 0
    122 MUSSELMAN ROAD
    FREDERICKSBURG,VA22405
    RICHARD WRIGHT DIRECTOR
    0.50
    0 0 0
    9 FOXMERE DRIVE
    RICHMOND,VA23238
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    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
    3,412,676
    b
    Average of monthly cash balances.......................
    1b
    197,499
    c
    Fair market value of all other assets (see instructions)................
    1c
    123,400
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,733,575
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    3,733,575
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    56,004
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,677,571
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    183,879
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    183,879
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    1,215
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,215
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    182,664
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    182,664
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    182,664
    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
    190,121
    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
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    190,121
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    1,215
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    188,906
    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 7 182,664
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 177,305
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 190,121
    a Applied to 2014, but not more than line 2a 177,305
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2015 distributable amount..... 12,816
    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......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    169,848
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...
    0
    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....  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or 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
    FREDERICKSBURG RESCUE SQUAD
    510 WILLIAM STREET
    FREDERICKSBURG,VA22401
      501(C)(3) TO MAKE DISTRIBUTIONS FROM INVESTMENT ACCOUNTS FOR THEIR EXEMPT PURPOSE. 177,305
    Total .................................bullet 3a 177,305
    bApproved for future payment
    Total .................................bullet 3b 0
    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 11  
    4 Dividends and interest from securities....     14 75,900  
    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 78,635  
    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).. 0 154,546 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13154,546
    (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:
    FREDERICKSBURG RESCUE SQUAD FOUNDATION
    EIN:
    54-1892320
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 3,250 812 0 2,438

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    FREDERICKSBURG RESCUE SQUAD FOUNDATION
    EIN:
    54-1892320
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ABBVIE NOTE 24,950 24,726
    AMAZON.COM NOTE 10,139 10,294
    AMERICAN EXPR CR CORP MEDIUM TERM NOTE 25,278 25,312
    AMERICAN HONDA FIN CORP MEDIUM TERM NOTE 25,136 25,173
    AMGEN INC SR NOTE 25,123 25,154
    AT&T INC GLBL NOTE 20,040 20,019
    BANK AMER CORP MEDIUM TERM NOTE 20,218 20,044
    BECTON DICKINSON & CO NOTE 20,624 20,306
    BLACKROCK INC. NOTE 10,161 10,233
    CAPITAL ONE FINL CORP SR NOTE 20,231 20,184
    GENL ELEC CAP CORP MEDIUM TERM NOTE 25,864 27,580
    GOLDMAN SACHS GROUP INC SR NOTE 20,315 20,390
    HEWLETT PACKARD CO GLBL NOTE 0 0
    VERIZON COMMNS INC NOTE 10,252 10,180
    WELLS FARGO & CO MEDIUM TERM SR NOTE 25,309 25,348

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    FREDERICKSBURG RESCUE SQUAD FOUNDATION
    EIN:
    54-1892320
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M COMPANY 24,444 31,634
    ACCENTURE 9,568 9,928
    AFLAC INC 0 0
    AIA GROUP LTD SPON ADR 10,205 13,378
    AIR LIQUIDE ADR 9,721 9,264
    ALCOA INC 0 0
    ALLIANZ SE SPONSORED ADR REPSTG 1/10 SH 9,681 11,013
    ALPHABET INC. 9,373 10,758
    ALTRIA GROUP INC 19,524 30,851
    AMAZON.COM INC 15,246 26,360
    AMERICAN AIRLINES GROUP INC 17,938 23,716
    AMERISOURCE BERGEN 8,625 7,778
    AMERICAN TOWER CORP NEW* 32,894 38,780
    AMGEN INC. 5,776 5,682
    ANHEUSER BUSCH INBEV SA/NV 11,170 13,125
    ANHEUSER BUSCH INBEV SA/NV 22,014 30,625
    ANTHEM INC 5,445 4,880
    APPLE INC. 5,944 4,737
    ARCHER DANIELS MIDLAND COMPANY 23,581 23,659
    ARM HOLDINGS PLC SPONSORED ADR 8,764 9,274
    ATLAS COPCO AB SPON ADR REPSTG COM SER A 5,269 5,006
    AUTOMATIC DATA PROCESSING INC 0 0
    BAIDU INC SPONSORED ADR REPS 8,358 9,452
    BANCO BILBAO VIZCAYA ARGENTARIA S A SPO 4,510 3,885
    BAYERISCHE MOTOREN WERKE A G ADR 6,957 7,322
    BERKSHIRE HATHAWAY 10,116 9,243
    BG GROUP PLC ADR FINAL INSTALLM 9,293 7,768
    BLOCK H & R INC 0 0
    BROOKFIELD ASSET MANAGEMENT INC 36,775 41,052
    BUNGE LIMITED 7,546 7,169
    CABELAS INC 0 0
    CANADIAN NATIONAL RAILWAY COMPANY 6,123 6,706
    CAPITAL ONE FINANCIAL CORP 43,459 40,060
    CAPITAL ONE FINANCIAL CORP 42,991 42,947
    CARMAX INC 32,745 32,652
    CELGENE CORP 10,799 9,581
    CHECKPOINT SOFTWARE 5,835 5,697
    CHEVRON CORP 23,176 25,639
    CHURCH & DWIGHT COMPANY INC 14,402 19,947
    CISCO SYSTEMS INC 30,449 32,314
    CITIGROUP INC NEW 41,712 43,729
    CLAYMORE GUGGENHEIM BULLETSHARES 2017 0 0
    CME GROUP INC. 9,512 8,607
    COCA-COLA COMPANY 29,546 36,086
    COLFAX CORP 41,527 20,198
    COLOPLAST AS ADR 1,555 1,783
    CSL LTD SPONSORED ADR 5,359 6,893
    DANAHER CORP 11,908 12,539
    DASSAULT SYSTEMES S A SPONSORED ADR 13,046 15,629
    DBS GROUP HLDGS LTD SPONS ADR 4,993 4,436
    DEUTSCHE X TRACKERS HARVEST CSI 300 CH 0 0
    DIAGEO PLC NEW SPONSORED ADR 34,168 30,540
    DISCOVERY COMMUNICATIONSINC NEW SERIES A 16,034 11,447
    DISCOVERY COMMUNICATIONSINC NEW SERIES C 40,984 31,399
    DISH NETWORK 5,331 4,574
    DOLLAR TREE INC. 26,532 27,027
    DOMINION RESOURCES INC VA NEW 27,075 29,085
    EASTMAN CHEMICAL COMPANY 36,582 32,742
    EATON CORP PLC 28,699 22,637
    EQUITY LIFESTYLE PROPERTIES INC 22,487 42,002
    EXPRESS SCRIPTS 5,975 5,682
    EXXON MOBIL CORP 38,802 38,585
    FAIRFAX FINANCIAL HOLDING PLC SUB VO 15,668 16,956
    FANUC CORP ADR 9,247 10,514
    FIDELITY NATIONAL FINANCIAL INC NEW 6,551 10,921
    FIDELITY NATIONAL FINANCIAL INC NEW 27,081 40,564
    FRESENIUS MEDICAL CARE AG & CO KGAA 4,738 6,067
    FUCHS PETROLUB SE ADR 3,354 3,033
    GAMING & LEISURE PPTYS INC 45,231 33,138
    GAMING & LEISURE PPTYS INC 37,485 26,688
    GENERAL ELECTRIC COMPANY 35,717 51,865
    GENESEE & WYO INC. 18,027 13,691
    GRIFOLS A SPON ADR 3,334 3,078
    HANESBRANDS INC 10,502 19,718
    HARTFORD FINANCIAL SERVICES GROUP INC 0 0
    HERSHEY COMPANY 5,029 4,910
    HEWLETT-PACKARD COMPANY 0 0
    HONG KONG EXCHANGES & CLEARING LIMITED A 0 0
    ICICI BANK LIMITED SPONSORED ADR 5,887 6,460
    ILLINOIS TOOL WORKS INC 20,481 25,950
    IMPERIAL OIL LTD NEW 4,029 3,089
    INTUIT INC 12,482 18,818
    ISHARES 1-3 YR CREDIT BOND 0 0
    ISHARES 7-10 YR CREDIT BOND 18,752 18,478
    ISHARES INTERMEDIATE CREDI 16,505 16,092
    ISHARES INTERMEDIATE GOVERN 69,740 69,054
    ISHARES US TRUST SHORT 15,020 15,006
    ISHARES TECHNOLOGY ETF 0 0
    ISHARES U S FINANCIALS ETF 0 0
    ISHARES U S UTILITIES ETF 0 0
    ISHARES FLOATING RATE BOND ETF 0 0
    ITAU UNIBANCO HOLDING SA SPONSORED ADR 6,815 4,635
    JGC CORP ADR 9,718 3,973
    JOHNSON & JOHNSON 48,764 61,529
    JPMORGAN CHASE & COMPANY 40,658 57,116
    KINDER MORGAN INC DE 0 0
    KONE OY J ADR 4,859 4,412
    KRISPY KREME DOUGHNUT INC 0 0
    L OREAL COMPANY ADR 8,814 8,775
    LAMAR ADVERTISING *COMPANY NEW CL A 31,594 35,988
    LAS VEGAS SANDS CORP 31,536 26,085
    LKQ CORP 15,862 18,222
    LIBERTY BROADBANK CORP 30,302 30,490
    LINDE AG SPONSORED ADR LEVEL 1 3,737 2,885
    LIVE NATION ENTERTAINMENT INC. 19,353 18,796
    LVMH MOET HENNESSY LOUISVUITTON ADR 3,765 3,464
    MARATHON PETROLEUM CORP 0 0
    MARKEL CORP 29,301 38,867
    MARKEL CORP 30,240 50,351
    MCDONALDS CORP 26,330 32,016
    MERCK & COMPANY INC NEW 37,479 38,295
    MICROSOFT 25,529 32,178
    MITSUBISHI ESTATE LTD ADR 5,196 3,632
    MONDELEZ INTERNATIONAL 6,487 6,950
    MONOTARO CO LTD OSAKA ADR 1,725 4,169
    MONSANTO COMPANY 7,806 7,389
    MORGAN STANLEY *CHINA A SHARES FUN 0 0
    MTN GROUP LTD SPONSORED ADR 5,812 2,541
    NASPERS LTD 4,044 4,091
    NESTLE S A SPNSD ADR REPSTING REG SHS 20,945 21,954
    NOVO NORDISK AS ADR 3,926 6,970
    NRG ENERGY INC NEW 51,137 26,953
    NUCOR CORP 22,757 19,143
    OCCIDENTAL PETROLEUM CORP 39,934 32,791
    PALL CORP 0 0
    PARKER-HANNIFIN CORP 5,103 4,364
    PENN NATIONAL GAMING INC 0 0
    PENN NATIONAL GAMING INC 7,049 10,125
    PEPSICO INC 35,112 39,968
    PERRIGO COMPANY 5,953 5,788
    PHILIP MORRIS INTL INC 33,491 34,724
    POTASH CORP OF SASKATCHEWAN IN 32,903 19,346
    PRA GROUP INC 19,741 13,356
    PRAXAIR INC. 5,266 4,608
    PRICELINE GROUP 8,729 8,925
    PROCTER & GAMBLE COMPANY 25,866 25,411
    PVH CORP 8,551 5,524
    RALPH LAUREN CORP 25,520 20,735
    RAYTHEON COMPANY NEW 16,723 29,887
    REGIONS FINANCILAL CORP NEW 34,793 32,208
    ROCHE HOLDING LIMITED SPONSORED ADR 11,318 12,409
    SANDS CHINA LTD 8,387 4,075
    SANOFI SPON ADR 28,427 27,509
    SAP SE SPONS ADR 10,311 11,074
    SASOL LTD SPONS ADR 4,829 3,353
    SCHEIN HENRY INC 9,863 15,028
    SCHLUMBERGER LTD 16,462 13,950
    SCHNEIDER ELECTRIC SE ADR 0 0
    SECTOR CONSUMER DISCRETIONARY SELE 0 0
    SECTOR CONSUMER STAPLES SELECT SECTOR SPDR 0 0
    SHIRE PHARMACEUTICAL SPONS ADR 0 0
    SIX FLAGS ENTERTAINMENT CORP NEW 22,025 34,338
    SMUCKER JM COMPANY NEW 7,025 8,017
    SONOVA HOLDINGS AG ADR 3,255 3,669
    SPECTRA ENERGY CORP 24,496 24,658
    SPDR EURO STOXX 50 ETF 45,678 44,070
    STARBUCKS 7,050 7,504
    SUN COMMUNITIES INC * 0 0
    SUN COMMUNITIES INC * 24,350 35,293
    SVENSKA HANDELSBANKEN AB 3,557 3,168
    SWATCH GROUP AG 0 0
    SYMRISE AG ADR 3,759 4,531
    SYSMEX CORP ADR 5,162 10,013
    TAIWAN SEMICONDUCTOR MANUFACTURING COMP 10,293 14,333
    TELUS CORP 0 0
    TEVA PHARMACEUTICAL INDSLTD ADR 25,870 42,010
    TIME WARNER INC. NEW 35,630 28,649
    TRIP ADVISOR INC. 11,591 11,934
    TURKIYE GARANTI BANKASI A S SPONSORED ADR 6,006 3,403
    UNICHARM CORP SPONSORED ADR 7,116 7,518
    UNILEVER PLC SPONSORED ADR NEW 5,801 5,821
    UNION PACIFIC GROUP 7,738 6,256
    VERIZON COMMUNICATIONS INC 32,154 29,119
    VISA INC. 8,318 8,918
    W P CAREY INC 51,010 45,430
    WABCO HOLDINGS INC 16,741 17,384
    WADDELL & REED FINANCIALINC CL A 0 0
    WALT DISNEY 7,164 6,305
    WAL-MART STORES INC 0 0
    WATSCO INC A 9,009 11,127
    WATSCO INC A 35,214 44,509
    WELLS FARGO & CO NEW 36,782 54,088
    WPP PLC NEW ADR 10,065 12,621
    XINYI GLASS HLDGS LTD ADS REPSTG 20 SHS 0 0

    TY 2015 LegalFeesSchedule
    Name:
    FREDERICKSBURG RESCUE SQUAD FOUNDATION
    EIN:
    54-1892320
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 8,350 0 0 8,350


    TY 2015 OtherAssetsSchedule
    Name:
    FREDERICKSBURG RESCUE SQUAD FOUNDATION
    EIN:
    54-1892320
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PREPAID EXCISE TAX 2,402 2,617 2,617


    TY 2015 OtherExpensesSchedule
    Name:
    FREDERICKSBURG RESCUE SQUAD FOUNDATION
    EIN:
    54-1892320
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 1,878 0 0 1,878
    REGISTRATION 50 0 0 50
    PO BOX 100 0 0 100


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    FREDERICKSBURG RESCUE SQUAD FOUNDATION
    EIN:
    54-1892320
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 29,421 29,421 0 0


    TY 2015 TaxesSchedule
    Name:
    FREDERICKSBURG RESCUE SQUAD FOUNDATION
    EIN:
    54-1892320
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    REAL ESTATE TAXES 1,195 0 0 0
    US TREASURY 1,101 0 0 0
    FOREIGN INCOME 2,776 2,776 0 0