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
WILLIAM THOMAS DAWSON FAMILY
CHARITABLE FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 830
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GADSDEN, AL359020830
A Employer identification number

72-1345502
B Telephone number (see instructions)

(256) 547-2566
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$855,264
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) 109,149
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 11,961 11,961  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 66,714
b Gross sales price for all assets on line 6a 617,679
7 Capital gain net income (from Part IV, line 2)... 66,714
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)....... 347 347  
12 Total. Add lines 1 through 11........ 188,171 79,022  
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).........        
b Accounting fees (attach schedule)....... 1,320 1,320    
c Other professional fees (attach schedule).... 6,533 6,533    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 1,970 293    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 14      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 9,837 8,146   0
25 Contributions, gifts, grants paid....... 37,500 37,500
26 Total expenses and disbursements. Add lines 24 and 25 47,337 8,146   37,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 140,834
b Net investment income (if negative, enter -0-) 70,876
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 99,014 285,430 285,430
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 528,465 Click to see attachment482,883 569,834
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 627,479 768,313 855,264
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 627,479 768,313
30 Total net assets or fund balances (see instructions)..... 627,479 768,313
31 Total liabilities and net assets/fund balances (see instructions). 627,479 768,313
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
627,479
2
Enter amount from Part I, line 27a .....................
2
140,834
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
768,313
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
768,313
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 15 SHS CHICAGO BRIDG & IRON P 2015-12-10 2015-12-10
b 100 SHS CANADIAN NATIONAL RAILWAY P 2010-04-08 2015-12-10
c 50 SHS INGERSOLL RAND P 2010-04-08 2015-12-10
d 75 SHS SUNCOR ENERGY INC P 2010-04-08 2015-12-10
e 35 SHS AMERICAN AIRLINES GROUP INC P 2015-06-19 2015-12-17
60 SHS BAXTER INTERNATIONAL INC P 2014-10-09 2015-07-10
20 SHS BRUKER CORPORATION P 2014-12-23 2015-12-08
65 SHS HOUGHTON MIFFLIN HARCOURT P 2014-05-27 2015-04-14
55 SHS JANUS CAPITAL GROUP INC P 2014-04-17 2015-01-07
50 SHS MYLAN NV P 2015-04-08 2015-04-24
200 SHS ORBITZ WORLDWIDE INC P 2014-07-17 2015-01-23
35 SHS VIACOM P 2015-01-14 2015-11-30
16 SHS ADVANCE AUTO PARTS INC P 2013-04-18 2015-07-21
20 SHS BAXALTA INCORPORATED P 2013-10-03 2015-08-14
320 SHS EMC CORP-MASS P 2014-10-10 2015-10-12
5 SHS MOLSON COORS BREWING CO P 2013-06-21 2015-02-05
72 SHS SYSCO CORP P 2014-02-07 2015-05-29
30 SHS SYSCO CORP P 2014-05-05 2015-06-18
325 SHS XEROX CORP P 2014-03-27 2015-07-31
10 SHS LYONDELLBASELL INDUSTRIES P 2015-12-09 2015-12-10
40 SHS CANADIAN NATURAL RESOURCES P 2010-04-08 2015-12-10
50 SHS MANULIFE FINANCIAL CORP P 2010-04-08 2015-12-10
5 SHS SUNCOR ENERGY INC P 2013-06-20 2015-12-10
50 SHS BAXALTA INCORPORATED P 2014-10-09 2015-08-14
10 SHS BLACKHAWK NETWORK HOLDINGS IN P 2014-09-15 2015-04-24
30 SHS BRUKER CORPORATION P 2014-12-18 2015-12-08
82 SHS HOUGHTON MIFFLIN HARCOURT P 2014-05-27 2015-04-14
200 SHS JANUS CAPITAL GROUP INC P 2014-04-17 2015-01-07
90 SHS MYLAN NV P 2015-04-14 2015-08-24
100 SHS ORBITZ WORLDWIDE INC P 2014-07-17 2015-01-28
55 SHS VIACOM P 2015-04-01 2015-12-01
40 SHS ADVANCE AUTO PARTS INC P 2013-04-19 2015-10-02
10 SHS BAXALTA INCORPORATED P 2014-10-09 2015-11-24
120 SHS EMC CORP-MASS P 2014-10-13 2015-10-20
80 SHS MOLSON COORS BREWING CO P 2013-06-20 2015-02-05
100 SHS SYSCO CORP P 2014-02-07 2015-05-29
25 SHS SYSCO CORP P 2014-05-05 2015-06-19
63 SHS ZOETIS INC CL A P 2013-04-23 2015-11-30
120 SHS NABORS INDUSTRIES LTD P 2014-12-30 2015-12-10
10 SHS CANADIAN NATURAL RESOURCES P 2013-06-20 2015-12-10
20 SHS MANULIFE FINANCIAL CORP P 2013-06-20 2015-12-10
60 SHS TALISMAN ENERGY INC P 2010-04-08 2015-03-10
10 SHS BAXALTA INCORPORATED P 2015-07-06 2015-11-24
10 SHS BLACKHAWK NETWORK HOLDINGS IN P 2014-09-15 2015-04-27
155 SHS BRUKER CORPORATION P 2015-01-02 2015-12-08
20 SHS HOUGHTON MIFFLIN HARCOURT P 2014-05-27 2015-04-15
70 SHS JANUS CAPITAL GROUP INC P 2014-04-17 2015-01-08
110 SHS MYLAN NV P 2015-04-08 2015-08-24
100 SHS ORBITZ WORLDWIDE INC P 2014-11-06 2015-02-12
45 SHS VIACOM P 2015-02-13 2015-12-01
25 SHS ADVANCE AUTO PARTS INC P 2013-04-19 2015-10-05
20 SHS BAXALTA INCORPORATED P 2014-10-09 2015-11-24
5 SHS EMC CORP-MASS P 2014-10-13 2015-10-20
15 SHS MOLSON COORS BREWING CO P 2013-08-06 2015-09-16
50 SHS SYSCO CORP P 2014-02-07 2015-06-01
60 SHS VIACOM P 2012-08-08 2015-08-06
67 SHS ZOETIS INC CL A P 2013-08-06 2015-11-30
36 SHS SOUTH32 LTD P 2015-05-29 2015-12-10
20 SHS CANADIAN PACIFIC RAILWAY P 2010-05-11 2015-12-10
180 SHS NABORS INDUSTRIES LTD P 2010-04-08 2015-12-10
40 SHS TALISMAN ENERGY INC P 2013-06-20 2015-03-10
20 SHS BAXALTA INCORPORATED P 2015-07-06 2015-11-24
80 SHS BLACKHAWK NETWORK HOLDINGS IN P 2014-09-15 2015-04-28
65 SHS BRUKER CORPORATION P 2015-01-02 2015-12-17
70 SHS HOUGHTON MIFFLIN HARCOURT P 2014-05-27 2015-04-16
38 SHS JANUS CAPITAL GROUP INC P 2014-04-17 2015-01-13
65 SHS MYLAN NV P 2015-04-16 2015-08-25
100 SHS ORBITZ WORLDWIDE INC P 2014-11-06 2015-02-12
25 SHS VIACOM P 2015-04-01 2015-12-02
6 SHS ADVANCE AUTO PARTS INC P 2013-04-19 2015-12-17
115 SHS BAXALTA INCORPORATED P 2013-06-12 2015-07-06
135 SHS EMC CORP-MASS P 2014-10-15 2015-01-20
100 SHS MOLSON COORS BREWING CO P 2013-08-06 2015-09-16
35 SHS SYSCO CORP P 2014-02-07 2015-06-02
50 SHS VIACOM P 2012-05-03 2015-08-06
70 SHS ZOETIS INC CL A P 2013-04-24 2015-11-30
75 SHS WEATHERFORD INTERNATIONAL P 2015-03-26 2015-12-10
35 SHS CANADIAN PACIFIC RAILWAY P 2010-04-08 2015-12-10
5 SHS NABORS INDUSTRIES LTD P 2013-06-20 2015-12-10
30 SHS TECK RESOURCES LIMITED P 2012-12-14 2015-12-10
10 SHS BAXALTA INCORPORATED P 2015-07-07 2015-11-25
2 SHS BLACKHAWK NETWORK HOLDINGS INC P 2014-10-15 2015-04-29
70 SHS COPART INC P 2015-11-24 2015-12-17
2 SHS HOUGHTON MIFFLIN HARCOURT P 2014-06-04 2015-05-29
62 SHS JANUS CAPITAL GROUP INC P 2014-04-21 2015-01-13
25 SHS MYLAN NV P 2015-05-26 2015-08-25
106 SHS ORBITZ WORLDWIDE INC P 2014-10-14 2015-02-12
95 SHS XEROX CORP P 2014-09-05 2015-07-31
49 SHS ADVANCE AUTO PARTS INC P 2013-11-26 2015-12-17
85 SHS BAXALTA INCORPORATED P 2012-07-25 2015-07-06
38 SHS HOUGHTON MIFFLIN HARCOURT P 2014-03-07 2015-03-18
85 SHS MOLSON COORS BREWING CO P 2013-06-21 2015-09-16
50 SHS SYSCO CORP P 2014-02-07 2015-06-09
75 SHS VIACOM P 2012-09-10 2015-10-02
100 SHS ZOETIS INC CL A P 2013-08-06 2015-11-30
30 SHS AGRIUM INC P 2010-04-08 2015-12-10
20 SHS CORE LABORATORIES NV P 2010-04-08 2015-12-10
80 SHS NESTLE SA P 2010-04-08 2015-12-10
20 SHS TECK RESOURCES LIMITED P 2013-06-20 2015-12-10
90 SHS BAXALTA INCORPORATED P 2015-07-06 2015-11-25
38 SHS BLACKHAWK NETWORK HOLDINGS IN P 2014-09-15 2015-04-29
20 SHS DECKERS OUTDOOR CORPORATION P 2015-11-27 2015-12-17
50 SHS HOUGHTON MIFFLIN HARCOURT P 2014-06-04 2015-05-29
100 SHS JANUS CAPITAL GROUP INC P 2014-04-21 2015-01-14
10 SHS MYLAN NV P 2015-04-14 2015-08-25
106 SHS ORBITZ WORLDWIDE INC P 2014-10-15 2015-02-12
70 SHS XEROX CORP P 2014-09-05 2015-07-31
40 SHS APPLE INC P 2013-04-17 2015-04-23
5 SHS BAXALTA INCORPORATED P 2013-10-03 2015-07-08
70 SHS HOUGHTON MIFFLIN HARCOURT P 2013-11-15 2015-03-18
50 SHS MOLSON COORS BREWING CO P 2013-08-06 2015-10-06
140 SHS SYSCO CORP P 2014-02-07 2015-06-10
60 SHS VIACOM P 2012-08-08 2015-10-02
75 SHS ZOETIS INC CL A P 2013-08-06 2015-12-17
16 SHS ALLEGION PUBLIC LIMITED P 2010-04-08 2015-12-10
35 SHS DIAGEO PLC P 2010-04-08 2015-12-10
150 SHS NOBLE CORPORATION P 2010-04-08 2015-12-10
80 SHS TENARIS SA P 2010-04-08 2015-12-10
30 SHS BAXALTA INCORPORATED P 2015-07-07 2015-12-07
7 SHS BLACKHAWK NETWORK HOLDINGS INC P 2014-10-21 2015-05-01
195 SHS EMC CORP-MASS P 2014-10-13 2015-10-12
29 SHS HOUGHTON MIFFLIN HARCOURT P 2014-06-19 2015-06-01
100 SHS JANUS CAPITAL GROUP INC P 2014-04-21 2015-01-16
100 SHS MYLAN NV P 2015-08-12 2015-08-26
140 SHS ORBITZ WORLDWIDE INC P 2015-08-26 2015-02-12
5 SHS XEROX CORP P 2014-09-05 2015-07-31
55 SHS APPLE INC P 2013-04-17 2015-04-30
75 SHS BAXALTA INCORPORATED P 2013-10-03 2015-07-08
8 SHS HOUGHTON MIFFLIN HARCOURT P 2014-05-27 2015-05-29
7 SHS MSG NETWORKS INC P 2014-06-27 2015-12-17
15 SHS SYSCO CORP P 2014-02-07 2015-06-11
25 SHS VIACOM P 2012-11-21 2015-10-02
5 SHS AXA P 2013-06-20 2015-12-10
10 SHS EATON CORPORATION PLC P 2013-09-24 2015-12-10
95 SHS NOVARTIS AG P 2010-04-08 2015-12-10
40 SHS TENARIS SA P 2013-09-30 2015-12-10
30 SHS BAXALTA INCORPORATED P 2015-07-07 2015-12-07
143 SHS BLACKHAWK NETWORK HOLDINGS I P 2014-10-15 2015-05-01
160 SHS EMC CORP-MASS P 2015-03-11 2015-10-20
45 SHS HOUGHTON MIFFLIN HARCOURT P 2014-06-19 2015-06-01
100 SHS JANUS CAPITAL GROUP INC P 2014-04-21 2015-01-22
75 SHS MYLAN NV P 2015-05-26 2015-08-26
200 SHS ORBITZ WORLDWIDE INC P 2014-11-06 2015-02-12
5 SHS XEROX CORP P 2015-04-24 2015-07-31
30 SHS APPLE INC P 2013-04-17 2015-12-17
75 SHS BAXALTA INCORPORATED P 2013-06-12 2015-07-10
8 SHS HOUGHTON MIFFLIN HARCOURT P 2014-06-19 2015-12-17
48 SHS MSG NETWORKS INC P 2014-06-16 2015-12-17
65 SHS SYSCO CORP P 2014-03-31 2015-06-11
50 SHS VIACOM P 2014-02-04 2015-11-20
45 SHS AXA P 2010-04-08 2015-12-10
5 SHS EATON CORPORATION PLC P 2012-12-20 2015-12-10
50 SHS PARAGON OFFSHORE PLC P 2010-04-08 2015-09-17
5 SHS UNILEVER NV P 2012-12-19 2015-12-10
40 SHS BAXALTA INCORPORATED P 2015-07-08 2015-12-07
35 SHS BLACKHAWK NETWORK HOLDINGS IN P 2015-02-26 2015-05-12
300 SHS EMC CORP-MASS P 2015-03-13 2015-10-20
71 SHS HOUGHTON MIFFLIN HARCOURT P 2014-06-04 2015-06-01
65 SHS KELLOGG CO P 2015-03-04 2015-12-17
95 SHS NEUSTAR INC P 2014-05-07 2015-03-05
200 SHS ORBITZ WORLDWIDE INC P 2014-08-26 2015-02-12
100 SHS XEROX CORP P 2015-04-24 2015-08-03
15 SHS BAXALTA INCORPORATED P 2013-06-12 2015-08-04
25 SHS BAXALTA INCORPORATED P 2013-10-03 2015-07-10
39 SHS HOUGHTON MIFFLIN HARCOURT P 2014-07-11 2015-12-17
60 SHS NEUSTAR INC P 2014-01-24 2015-03-05
10 SHS SYSCO CORP P 2014-05-05 2015-06-12
20 SHS VIACOM P 2012-11-21 2015-11-20
35 SHS BASF SE P 2010-04-08 2015-12-10
7.261 SHS EATON CORPORATION PLC P 2012-11-30 2015-12-10
15 SHS PARTNERRE LTD P 2010-04-08 2015-12-10
50 SHS UNILEVER NV P 2010-04-08 2015-12-10
20 SHS BAXALTA INCORPORATED P 2015-07-09 2015-12-08
20 SHS BLACKHAWK NETWORK HOLDINGS IN P 2014-10-21 2015-05-12
30 SHS FIDELITY NATIONAL INFORMATION P 2015-12-02 2015-12-17
40 SHS HOUGHTON MIFFLIN HARCOURT P 2014-06-19 2015-06-17
10 SHS MALLINCKRODT PLC P 2015-09-29 2015-12-17
10 SHS NORWEGIAN CRUISE LINE HLDGS P 2014-04-24 2015-03-18
213 SHS ORBITZ WORLDWIDE INC P 2014-10-14 2015-02-12
15 SHS XEROX CORP P 2015-04-24 2015-08-03
85 SHS BAXALTA INCORPORATED P 2012-07-25 2015-08-04
100 SHS CISCO SYSTEMS INC P 2011-09-14 2015-01-26
113 SHS HOUGHTON MIFFLIN HARCOURT P 2014-07-08 2015-12-17
5 SHS NEUSTAR INC P 2014-01-24 2015-03-05
60 SHS SYSCO CORP P 2014-03-31 2015-06-12
200 SHS XEROX CORP P 2014-03-21 2015-07-22
60 SHS BHP BILLITON LTD P 2010-04-08 2015-12-10
38.74 SHS EATON CORPORATION PLC P 2012-11-30 2015-12-10
120 SHS POTASH CORP OF SASKATCHEWAN P 2010-04-08 2015-12-10
105 SHS VALE SA P 2010-04-08 2015-12-10
30 SHS BAXALTA INCORPORATED P 2015-07-08 2015-12-08
20 SHS BLACKHAWK NETWORK HOLDINGS IN P 2014-10-21 2015-05-12
2 SHS HOUGHTON MIFFLIN HARCOURT P 2014-05-07 2015-03-18
100 SHS INTERNATIONAL BUSINESS MACHI P 2015-01-09 2015-10-20
25 SHS MOLSON COORS BREWING CO P 2015-06-16 2015-12-17
30 SHS NORWEGIAN CRUISE LINE HLDGS P 2014-04-25 2015-03-18
700 SHS ORBITZ WORLDWIDE INC P 2014-08-26 2015-02-12
20 SHS ADVANCE AUTO PARTS INC P 2013-04-15 2015-07-07
70 SHS BAXALTA INCORPORATED P 2013-06-12 2015-08-05
65 SHS CISCO SYSTEMS INC P 2011-09-14 2015-01-27
270 SHS J C PENNEY CO INC P 2013-11-07 2015-12-02
55 SHS NORWEGIAN CRUISE LINE HLDGS P 2014-04-25 2015-12-17
30 SHS SYSCO CORP P 2014-05-05 2015-06-15
400 SHS XEROX CORP P 2014-03-21 2015-07-23
25 SHS BHP BILLITON LTD P 2013-07-31 2015-12-10
26 SHS ENSCO PLC P 2013-11-01 2015-12-10
80 SHS RIO TINTO P 2010-04-08 2015-12-10
25 SHS VALE SA P 2010-12-08 2015-12-10
55 SHS BAXALTA INCORPORATED P 2015-08-24 2015-12-17
35 SHS BLACKHAWK NETWORK HOLDINGS IN P 2014-10-21 2015-05-12
100 SHS HOUGHTON MIFFLIN HARCOURT P 2014-05-07 2015-03-20
45 SHS INTERNATIONAL BUSINESS MACHIN P 2015-01-26 2015-10-20
100 SHS MYLAN NV P 2015-04-08 2015-04-21
40 SHS NORWEGIAN CRUISE LINE HLDGS P 2014-04-25 2015-03-20
1815 SHS ORBITZ WORLDWIDE INC P 2014-07-17 2015-02-12
6 SHS ADVANCE AUTO PARTS INC P 2013-04-15 2015-07-13
90 SHS BAXALTA INCORPORATED P 2013-06-12 2015-08-10
175 SHS CISCO SYSTEMS INC P 2011-09-14 2015-07-22
30 SHS J C PENNEY CO INC P 2013-11-07 2015-12-17
5 SHS PFIZER INC P 2011-05-17 2015-12-17
5 SHS SYSCO CORP P 2014-05-05 2015-06-16
50 SHS XEROX CORP P 2014-03-21 2015-07-24
5 SHS BHP BILLITON LTD P 2013-06-20 2015-12-10
20 SHS ENSCO PLC P 2013-11-04 2015-12-10
20 SHS RIO TINTO P 2012-12-14 2015-12-10
70 SHS VALE SA P 2013-06-20 2015-12-10
40 SHS BAXALTA INCORPORATED P 2015-07-10 2015-12-17
63 SHS BLACKHAWK NETWORK HOLDINGS IN P 2014-10-21 2015-05-12
8 SHS HOUGHTON MIFFLIN HARCOURT P 2014-05-07 2015-03-23
40 SHS INTERNATIONAL BUSINESS MACHIN P 2015-02-11 2015-10-20
100 SHS MYLAN NV P 2015-04-08 2015-04-21
30 SHS NORWEGIAN CRUISE LINE HLDGS P 2014-04-25 2015-03-26
48 SHS PROCTER & GAMBLE CO P 2015-11-06 2015-12-17
44 SHS ADVANCE AUTO PARTS INC P 2013-04-18 2015-07-13
5 SHS BAXALTA INCORPORATED P 2013-10-03 2015-08-11
60 SHS CISCO SYSTEMS INC P 2011-09-23 2015-12-17
0.667 SHS MADISON SQUARE GARDEN COMP P 2014-06-16 2015-09-30
50.91 SHS PFIZER INC P 2011-05-17 2015-12-17
35 SHS SYSCO CORP P 2014-05-05 2015-06-16
75 SHS XEROX CORP P 2014-03-27 2015-07-24
35 SHS BRITISH AMERICAN TOBACCO P 2010-04-08 2015-12-10
35 SHS ENSIGN ENERGY SERVICES INC P 2010-04-08 2015-12-10
25 SHS RIO TINTO P 2013-07-31 2015-12-10
305 SHS WEATHERFORD INTERNATIONAL P 2010-04-08 2015-12-10
80 SHS BAXALTA INCORPORATED P 2015-07-09 2015-12-17
20 SHS BRUKER CORPORATION P 2014-12-30 2015-12-08
92 SHS HOUGHTON MIFFLIN HARCOURT P 2014-05-08 2015-03-23
20 SHS INTERNATIONAL BUSINESS MACHIN P 2015-01-12 2015-10-20
10 SHS MYLAN NV P 2015-04-08 2015-04-24
40 SHS NORWEGIAN CRUISE LINE HLDGS P 2014-04-25 2015-03-26
5 SHS VIACOM P 2015-01-14 2015-11-20
30 SHS ADVANCE AUTO PARTS INC P 2013-04-18 2015-07-14
15 SHS BAXALTA INCORPORATED P 2013-06-12 2015-08-11
80 SHS CISCO SYSTEMS INC P 2011-09-14 2015-12-17
4.073 SHS MADISON SQUARE GARDEN COMP P 2014-06-27 2015-12-17
124.09 SHS PFIZER INC P 2011-05-17 2015-12-17
20 SHS SYSCO CORP P 2014-05-05 2015-06-17
400 SHS XEROX CORP P 2014-03-27 2015-07-29
55 SHS CAMERON INTERNATIONAL P 2010-04-08 2015-12-10
10 SHS FINNING INTERNATIONAL INC P 2010-12-23 2015-12-10
75 SHS SCHLUMBERGER LTD P 2010-04-08 2015-12-10
10 SHS ALPHABET INC P 2015-04-23 2015-12-17
20 SHS BAXTER INTERNATIONAL INC P 2014-10-09 2015-07-08
20 SHS BRUKER CORPORATION P 2014-12-29 2015-12-08
18 SHS HOUGHTON MIFFLIN HARCOURT P 2014-05-08 2015-04-14
45 SHS JANUS CAPITAL GROUP INC P 2014-04-14 2015-01-07
30 SHS MYLAN NV P 2015-04-08 2015-04-24
100 SHS ORBITZ WORLDWIDE INC P 2014-07-17 2015-01-22
65 SHS VIACOM P 2015-02-13 2015-11-30
9 SHS ADVANCE AUTO PARTS INC P 2013-04-19 2015-07-21
80 SHS BAXALTA INCORPORATED P 2013-10-03 2015-08-11
280 SHS EMC CORP-MASS P 2014-10-09 2015-10-12
15.927 SHS MADISON SQUARE GARDEN COM P 2014-06-16 2015-12-17
8 SHS SYSCO CORP P 2014-02-05 2015-05-29
60 SHS SYSCO CORP P 2014-05-05 2015-06-17
600 SHS XEROX CORP P 2014-03-27 2015-07-30
(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 589   587 2
b 5,389   3,071 2,318
c 2,753   1,406 1,347
d 1,968   2,650 -682
e 1,515   1,456 59
2,244   2,419 -175
443   390 53
1,578   1,161 417
891   632 259
3,789   3,314 475
2,010   1,751 259
1,743   2,369 -626
2,679   1,268 1,411
780   579 201
9,013   9,051 -38
389   239 150
2,679   2,550 129
1,126   1,105 21
3,565   3,529 36
877   905 -28
882   1,575 -693
773   1,000 -227
131   149 -18
1,950   1,636 314
356   281 75
664   570 94
2,009   1,464 545
3,236   2,297 939
4,487   6,147 -1,660
976   875 101
2,736   3,685 -949
7,606   3,154 4,452
356   327 29
3,322   3,337 -15
6,217   3,830 2,387
3,719   3,541 178
934   921 13
2,945   1,990 955
1,109   1,560 -451
221   286 -65
309   324 -15
462   1,051 -589
356   313 43
357   281 76
3,432   3,010 422
491   357 134
1,154   804 350
5,484   5,648 -164
1,175   793 382
2,239   3,091 -852
4,772   1,971 2,801
716   654 62
138   139 -1
1,224   794 430
1,859   1,771 88
2,609   2,950 -341
3,132   2,112 1,020
129   300 -171
2,520   1,181 1,339
1,664   3,602 -1,938
308   457 -149
712   615 97
2,850   2,247 603
1,550   1,262 288
1,709   1,250 459
649   436 213
3,300   4,378 -1,078
1,175   781 394
1,198   1,675 -477
934   473 461
4,375   4,445 -70
3,726   3,658 68
8,157   5,292 2,865
1,302   1,239 63
2,174   2,434 -260
3,272   2,164 1,108
718   952 -234
4,410   2,004 2,406
46   104 -58
113   1,070 -957
356   316 40
74   68 6
2,702   2,702  
53   36 17
1,060   712 348
1,269   1,759 -490
1,246   811 435
1,045   1,294 -249
7,631   4,994 2,637
3,233   2,664 569
893   722 171
6,937   4,055 2,882
1,856   1,771 85
3,270   3,816 -546
4,680   3,157 1,523
2,875   2,060 815
2,290   1,357 933
5,937   3,952 1,985
76   434 -358
3,205   2,820 385
1,411   1,068 343
989   989  
1,323   910 413
1,692   1,148 544
508   683 -175
1,246   792 454
768   954 -186
5,177   2,290 2,887
185   179 6
1,645   1,111 534
4,100   2,646 1,454
5,214   4,958 256
2,616   2,950 -334
3,502   2,364 1,138
1,047   344 703
3,888   2,418 1,470
1,829   5,243 -3,414
1,942   3,547 -1,605
1,072   949 123
260   235 25
5,492   5,423 69
771   563 208
1,660   1,148 512
5,015   7,176 -2,161
1,645   1,120 525
55   68 -13
6,949   3,149 3,800
2,781   2,675 106
212   143 69
147   119 28
558   531 27
1,090   1,244 -154
137   100 37
522   663 -141
8,086   4,959 3,127
971   1,870 -899
1,072   949 123
5,305   4,828 477
4,416   4,150 266
1,193   873 320
1,764   1,148 616
3,761   5,278 -1,517
2,350   1,591 759
55   60 -5
3,294   1,718 1,576
2,805   2,899 -94
166   155 11
1,008   793 215
2,418   2,352 66
2,622   3,942 -1,320
1,236   997 239
261   248 13
17   736 -719
215   194 21
1,430   1,261 169
1,294   1,229 65
8,280   7,747 533
1,889   1,292 597
4,651   4,203 448
2,094   2,376 -282
2,350   1,563 787
1,095   1,190 -95
584   471 113
935   892 43
809   710 99
1,326   2,717 -1,391
370   371 -1
1,049   995 54
2,696   2,168 528
379   342 37
2,083   1,205 878
2,150   1,535 615
728   618 110
737   672 65
1,821   1,821  
1,080   776 304
708   577 131
528   308 220
2,503   1,619 884
164   179 -15
3,307   2,162 1,145
2,793   1,654 1,139
2,345   2,090 255
110   226 -116
2,221   2,171 50
2,135   2,231 -96
1,505   4,889 -3,384
2,023   1,825 198
2,160   4,577 -2,417
348   3,534 -3,186
1,092   946 146
739   672 67
47   38 9
14,115   15,867 -1,752
2,347   1,809 538
1,583   918 665
8,226   5,926 2,300
3,279   1,615 1,664
2,610   2,196 414
1,751   1,075 676
2,144   2,198 -54
3,209   1,684 1,525
1,109   1,105 4
4,302   4,463 -161
627   1,573 -946
392   1,492 -1,100
2,396   4,842 -2,446
83   835 -752
2,049   1,906 143
1,294   1,176 118
2,325   1,900 425
6,352   7,156 -804
7,387   6,628 759
2,142   1,224 918
21,329   15,886 5,443
997   485 512
3,493   2,824 669
4,838   2,894 1,944
198   244 -46
162   106 56
186   185 1
548   558 -10
125   292 -167
302   1,149 -847
599   1,095 -496
232   949 -717
1,490   1,224 266
2,323   2,116 207
187   152 35
5,646   6,330 -684
7,401   6,628 773
1,540   918 622
3,618   3,380 238
7,310   3,488 3,822
193   146 47
1,621   923 698
114   82 32
1,651   1,079 572
1,303   1,289 14
822   814 8
3,904   2,392 1,512
171   528 -357
749   1,129 -380
2,920   5,007 -2,087
2,981   2,472 509
443   394 49
2,153   1,659 494
2,823   3,139 -316
756   663 93
2,053   1,224 829
262   338 -76
5,035   2,378 2,657
579   471 108
2,161   1,323 838
672   536 136
4,025   2,631 1,394
744   737 7
4,295   4,343 -48
3,557   2,470 1,087
132   272 -140
5,398   5,005 393
7,729   5,572 2,157
742   806 -64
443   394 49
441   325 116
729   479 250
2,260   1,988 272
999   875 124
3,238   4,465 -1,227
1,507   710 797
3,086   2,316 770
7,886   8,012 -126
2,626   1,955 671
298   277 21
2,234   2,210 24
6,440   6,515 -75
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       2
b       2,318
c       1,347
d       -682
e       59
      -175
      53
      417
      259
      475
      259
      -626
      1,411
      201
      -38
      150
      129
      21
      36
      -28
      -693
      -227
      -18
      314
      75
      94
      545
      939
      -1,660
      101
      -949
      4,452
      29
      -15
      2,387
      178
      13
      955
      -451
      -65
      -15
      -589
      43
      76
      422
      134
      350
      -164
      382
      -852
      2,801
      62
      -1
      430
      88
      -341
      1,020
      -171
      1,339
      -1,938
      -149
      97
      603
      288
      459
      213
      -1,078
      394
      -477
      461
      -70
      68
      2,865
      63
      -260
      1,108
      -234
      2,406
      -58
      -957
      40
      6
       
      17
      348
      -490
      435
      -249
      2,637
      569
      171
      2,882
      85
      -546
      1,523
      815
      933
      1,985
      -358
      385
      343
       
      413
      544
      -175
      454
      -186
      2,887
      6
      534
      1,454
      256
      -334
      1,138
      703
      1,470
      -3,414
      -1,605
      123
      25
      69
      208
      512
      -2,161
      525
      -13
      3,800
      106
      69
      28
      27
      -154
      37
      -141
      3,127
      -899
      123
      477
      266
      320
      616
      -1,517
      759
      -5
      1,576
      -94
      11
      215
      66
      -1,320
      239
      13
      -719
      21
      169
      65
      533
      597
      448
      -282
      787
      -95
      113
      43
      99
      -1,391
      -1
      54
      528
      37
      878
      615
      110
      65
       
      304
      131
      220
      884
      -15
      1,145
      1,139
      255
      -116
      50
      -96
      -3,384
      198
      -2,417
      -3,186
      146
      67
      9
      -1,752
      538
      665
      2,300
      1,664
      414
      676
      -54
      1,525
      4
      -161
      -946
      -1,100
      -2,446
      -752
      143
      118
      425
      -804
      759
      918
      5,443
      512
      669
      1,944
      -46
      56
      1
      -10
      -167
      -847
      -496
      -717
      266
      207
      35
      -684
      773
      622
      238
      3,822
      47
      698
      32
      572
      14
      8
      1,512
      -357
      -380
      -2,087
      509
      49
      494
      -316
      93
      829
      -76
      2,657
      108
      838
      136
      1,394
      7
      -48
      1,087
      -140
      393
      2,157
      -64
      49
      116
      250
      272
      124
      -1,227
      797
      770
      -126
      671
      21
      24
      -75
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 66,714
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 20,080
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 329,063 796,884 0.412937
2013 24,000 766,427 0.031314
2012 18,000 640,480 0.028104
2011 17,000 613,709 0.027700
2010 20,000 589,717 0.033915
2
Total of line 1, column (d) .....................
20.533970
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
0.106794
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
864,342
5
Multiply line 4 by line 3......................
5
92,307
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
709
7
Add lines 5 and 6........................
7
93,016
8
Enter qualifying distributions from Part XII, line 4.............
8
37,500
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 1,418
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 1,418
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,418
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 1,440
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,440
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 22
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet22 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)
    bulletAL
    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 ofbulletDENISE MCCULLARS Telephone no.bullet (256) 442-7280

    Located atbullet106 RAINBOW INDUSTRIAL BLVDRAINBOW CITYAL ZIP+4bullet35906
    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
     
     
    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
    WILLIAM T DAWSON TRUSTEE
    0.50
    0 0 0
    350 LOCUST STREET
    GADSDEN,AL35901
    JUDY K DAWSON TRUSTEE
    0.25
    0 0 0
    350 LOCUST STREET
    GADSDEN,AL35901
    PAIGE LIVESAY DIRECTOR
    0.25
    0 0 0
    350 LOCUST STREET
    GADSDEN,AL35901
    DENISE MCCULLARS DIRECTOR
    1.00
    0 0 0
    350 LOCUST STREET
    GADSDEN,AL35901
    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  
    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.............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 N/A  
    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
    685,283
    b
    Average of monthly cash balances.......................
    1b
    192,222
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    877,505
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    877,505
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    13,163
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    864,342
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    43,217
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    43,217
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    1,418
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,418
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    41,799
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    41,799
    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
    41,799
    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
    37,500
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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
    37,500
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    37,500
    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 41,799
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014...... 292,093
    fTotal of lines 3a through e........ 292,093
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 37,500
    a Applied to 2014, but not more than line 2a  
    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..... 37,500
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2015. 4,299 4,299
    (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 5 287,794
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......
    287,794
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014.... 287,794
    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).)
    WILLIAM T DAWSON
    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
    UNIVERSITY OF ALABAMA
    PO BOX 1880
    TUSCALOOSA,AL354031880
    NONE PUBLIC EDUCATION 15,000
    FIRST UNITED METHODIST CHURCH
    115 SOUTH 5TH STREET
    GADSDEN,AL35901
    NONE PUBILC CHARITY 22,500
    Total .................................bullet 3a 37,500
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........
             
    4 Dividends and interest from securities....     14 11,961  
    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 66,714  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue:
    aMISCELLANEOUS
        14 347  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   79,022  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1379,022
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

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

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2015
    Name of the organization
    WILLIAM THOMAS DAWSON FAMILY
    CHARITABLE FOUNDATION
    Employer identification number

    72-1345502
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
    Name of organization
    WILLIAM THOMAS DAWSON FAMILY
    CHARITABLE FOUNDATION
    Employer identification number
    72-1345502
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
     
     

    WILLIAM T DAWSON  
    205 HARTWOOD DRIVE
     
    GADSDEN, AL35901

    $ 109,149


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 3
    Name of organization
    WILLIAM THOMAS DAWSON FAMILY
    CHARITABLE FOUNDATION
    Employer identification number

    72-1345502
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 4
    Name of organization
    WILLIAM THOMAS DAWSON FAMILY
    CHARITABLE FOUNDATION
    Employer identification number

    72-1345502
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No.from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2015 AccountingFeesSchedule
    Name:
    WILLIAM THOMAS DAWSON FAMILY
     
    CHARITABLE FOUNDATION
    EIN:
    72-1345502
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 1,320 1,320    

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    WILLIAM THOMAS DAWSON FAMILY
     
    CHARITABLE FOUNDATION
    EIN:
    72-1345502
    Name of Stock End of Year Book Value End of Year Fair Market Value
    RBC:LAZARD - SECURITIES 482,883 569,834
    RBC:WENTWORTH-SECURITIES    

    TY 2015 OtherExpensesSchedule
    Name:
    WILLIAM THOMAS DAWSON FAMILY
     
    CHARITABLE FOUNDATION
    EIN:
    72-1345502
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    PENALTIES 14      


    TY 2015 OtherIncomeSchedule2
    Name:
    WILLIAM THOMAS DAWSON FAMILY
     
    CHARITABLE FOUNDATION
    EIN:
    72-1345502
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISCELLANEOUS 347 347  


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    WILLIAM THOMAS DAWSON FAMILY
     
    CHARITABLE FOUNDATION
    EIN:
    72-1345502
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 6,533 6,533    


    TY 2015 TaxesSchedule
    Name:
    WILLIAM THOMAS DAWSON FAMILY
     
    CHARITABLE FOUNDATION
    EIN:
    72-1345502
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX PAID 293 293    
    EXCISE TAX 1,677