Form990-PF
Click to see attachment

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
The Pelican Charitable Foundation
Foundation
Number and street (or P.O. box number if mail is not delivered to street address)17550 N Perimeter Dr
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Scottsdale, AZ85255
A Employer identification number

51-0423211
B Telephone number (see instructions)

(480) 458-2455
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$620,822J 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)  
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments   57 57
4 Dividends and interest from securities... 20,901 20,843 20,843
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 14,975
b Gross sales price for all assets on line 6a 806,580
7 Capital gain net income (from Part IV, line 2)... 14,975
8 Net short-term capital gain......... 16,865
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........ 35,876 35,875 37,765
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 21,915      
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 161 161    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 10,802 10,209    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 32,878 10,370   0
25 Contributions, gifts, grants paid....... 647,000 647,000
26 Total expenses and disbursements. Add lines 24 and 25 679,878 10,370   647,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -644,002
b Net investment income (if negative, enter -0-) 25,505
c Adjusted net income (if negative, enter -0-)... 37,765
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............. 21,557 2,113 2,113
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)....... 1,264,631 640,073 618,709
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) 1,286,188 642,186 620,822
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 1,286,188 642,186
30 Total net assets or fund balances (see instructions)..... 1,286,188 642,186
31 Total liabilities and net assets/fund balances (see instructions). 1,286,188 642,186
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,286,188
2
Enter amount from Part I, line 27a .....................
2
-644,002
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
642,186
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
642,186
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 22 A G C O CORP P 2015-08-19 2015-11-23
b 37 ABB LTD P 2014-08-19 2015-01-15
c 21 ABB LTD P 2014-08-19 2015-03-11
d 109 ABB LTD P 2014-08-19 2015-08-19
e 3 ABB LTD P 2014-09-04 2015-08-19
90 ABBOTT LABORATORIES P 2014-05-01 2015-01-15
58 ABBOTT LABORATORIES P 2014-05-01 2015-03-11
72 ABBOTT LABORATORIES P 2014-05-01 2015-11-23
54 ABBVIE INC COM P 2014-01-23 2015-01-15
29 ABBVIE INC COM P 2014-05-01 2015-03-11
5 ABBVIE INC COM P 2014-01-23 2015-03-11
43 ABBVIE INC COM P 2014-05-01 2015-11-23
2 ACE LTD P 2014-01-31 2015-01-15
7 ACE LTD P 2014-05-01 2015-01-15
28 ACE LTD P 2014-05-01 2015-03-11
36 ACE LTD P 2013-10-23 2015-01-15
34 ACE LTD P 2014-05-01 2015-11-23
4 ACTAVIS PLC P 2014-05-01 2015-01-15
3 ACTAVIS PLC P 2014-05-01 2015-03-11
7 ALPHABET INC CL A P 2014-05-01 2015-11-23
2 AMAZON COM INC P 2014-05-01 2015-01-15
1 AMAZON COM INC P 2014-05-01 2015-03-11
7 AMAZON COM INC P 2014-05-01 2015-11-23
8 AMERICAN EXPRESS CO P 2014-09-11 2015-01-15
5 AMERICAN EXPRESS CO P 2014-09-11 2015-03-11
7 AMERICAN EXPRESS CO P 2014-09-11 2015-11-23
3 AMERICAN TOWER REIT COM P 2014-05-01 2015-01-15
13 AMERICAN TOWER REIT COM P 2014-05-01 2015-03-11
12 AMERICAN TOWER REIT COM P 2013-11-18 2015-01-15
16 AMERICAN TOWER REIT COM P 2014-05-01 2015-11-23
9 AMGEN INC P 2014-05-01 2015-01-15
9 AMGEN INC P 2014-05-01 2015-03-11
12 AMGEN INC P 2014-05-01 2015-11-23
10 AMPHENOL CORP NEW CL A P 2015-08-19 2015-11-23
17 ANADARKO PETE P 2014-09-04 2015-01-15
11 ANADARKO PETE P 2014-09-04 2015-03-11
14 ANADARKO PETE P 2014-09-04 2015-11-23
10 ANHEUSER BUSCH INBEV SA SPON P 2014-01-23 2015-01-15
7 ANHEUSER BUSCH INBEV SA SPON P 2014-01-23 2015-03-11
92 APPLE INC P 2014-05-01 2015-01-15
65 APPLE INC P 2014-05-01 2015-03-11
84 APPLE INC P 2014-05-01 2015-11-23
17 AUTOMATIC DATA PROCESSING INC P 2014-05-01 2015-01-15
100 AUTOMATIC DATA PROCESSING INC P 2014-05-01 2015-02-17
2 AVAGO TECH P 2015-08-19 2015-11-23
115 BANCO BILBAO VIZ ARG SA ADS P 2014-09-04 2015-01-15
55 BANCO BILBAO VIZ ARG SA ADS P 2014-09-04 2015-03-11
294 BANCO BILBAO VIZ ARG SA ADS P 2014-09-04 2015-04-01
192 BANK OF AMERICA CORP P 2014-01-23 2015-01-15
125 BANK OF AMERICA CORP P 2014-01-23 2015-03-11
77 BANK OF AMERICA CORP P 2014-01-23 2015-11-23
78 BANK OF AMERICA CORP P 2014-09-04 2015-11-23
64 BANKUNITED INC P 2015-02-17 2015-03-11
79 BANKUNITED INC P 2015-02-17 2015-11-23
48 BARCLAYS PLC ADR P 2015-04-01 2015-11-23
8 BAXALTA INC COM P 2014-05-01 2015-11-23
10 BAXTER INTL INC P 2014-05-01 2015-01-15
6 BAXTER INTL INC P 2014-05-01 2015-03-11
8 BAXTER INTL INC P 2014-05-01 2015-11-23
49 BE AEROSPACE INC P 2014-11-06 2015-01-15
207 BE AEROSPACE INC P 2014-11-06 2015-02-17
16 BHP BILLITON LTD P 2014-01-23 2015-01-15
11 BHP BILLITON LTD P 2014-01-23 2015-03-11
14 BHP BILLITON LTD P 2014-01-23 2015-11-23
2 BLACKROCK INC P 2014-01-23 2015-01-15
15 BLACKROCK INC P 2014-05-01 2015-01-15
11 BLACKROCK INC P 2014-05-01 2015-03-11
14 BLACKROCK INC P 2014-05-01 2015-11-23
84 BLACKSTONE GROUP LP P 2015-07-30 2015-11-23
32 BRISTOL MYERS SQUIBB CO P 2013-10-31 2015-01-15
25 BRISTOL MYERS SQUIBB CO P 2013-10-31 2015-03-11
32 BRISTOL MYERS SQUIBB CO P 2013-10-31 2015-11-23
9 BRITISH AMER TOB SPON ADR P 2014-01-23 2015-01-15
6 BRITISH AMER TOB SPON ADR P 2014-01-23 2015-03-11
8 BRITISH AMER TOB SPON ADR P 2014-01-23 2015-11-23
27 CBS CORP NEW CL B SHRS P 2013-09-13 2015-01-15
22 CBS CORP NEW CL B SHRS P 2013-09-13 2015-03-11
7 CBS CORP NEW CL B SHRS P 2013-09-13 2015-11-23
20 CBS CORP NEW CL B SHRS P 2014-05-01 2015-11-23
11 CDK GLOBAL INC COM P 2014-05-01 2015-01-15
4 CDK GLOBAL INC COM P 2014-05-01 2015-03-11
5 CDK GLOBAL INC COM P 2014-05-01 2015-11-23
14 CDN PACIFIC RY LTD NEW P 2014-01-23 2015-01-15
2 CDN PACIFIC RY LTD NEW P 2014-05-01 2015-03-11
2 CDN PACIFIC RY LTD NEW P 2013-06-20 2015-01-15
7 CDN PACIFIC RY LTD NEW P 2014-01-23 2015-03-11
8 CDN PACIFIC RY LTD NEW P 2014-05-01 2015-11-23
3 CDN PACIFIC RY LTD NEW P 2014-09-04 2015-11-23
47 CHENIERE ENERGY INC NEW P 2014-09-04 2015-01-15
30 CHENIERE ENERGY INC NEW P 2014-09-04 2015-03-11
38 CHENIERE ENERGY INC NEW P 2014-09-04 2015-11-23
48 CHEVRON CORP P 2014-05-01 2015-01-15
34 CHEVRON CORP P 2014-05-01 2015-03-11
61 CHEVRON CORP P 2014-05-01 2015-08-19
111 CHEVRON CORP P 2014-05-01 2015-10-13
7 CHEVRON CORP P 2014-07-15 2015-10-13
13 CIMAREX ENERGY CO P 2014-09-04 2015-01-15
9 CIMAREX ENERGY CO P 2014-09-04 2015-03-11
11 CIMAREX ENERGY CO P 2014-09-04 2015-11-23
14 COLGATE PALMOLIVE CO P 2014-05-01 2015-01-15
7 COLGATE PALMOLIVE CO P 2014-05-01 2015-03-11
9 COLGATE PALMOLIVE CO P 2014-05-01 2015-11-23
142 COLUMBIA PPTY TR INC COM NEW P 2014-09-04 2015-01-15
99 COLUMBIA PPTY TR INC COM NEW P 2014-09-04 2015-03-11
123 COLUMBIA PPTY TR INC COM NEW P 2014-09-04 2015-11-23
3 COMCAST CORP (NEW) CLASS A P 2015-10-30 2015-11-23
7 COSTCO WHOLESALE CORP NEW P 2014-07-15 2015-01-15
3 COSTCO WHOLESALE CORP NEW P 2014-07-15 2015-03-11
21 COSTCO WHOLESALE CORP NEW P 2014-07-15 2015-08-25
15 COVIDIEN PLC P 2014-05-01 2015-01-27
0 COVIDIEN PLC P 2014-05-01 2015-01-27
12 COVIDIEN PLC P 2013-10-15 2015-01-15
41 COVIDIEN PLC P 2013-10-15 2015-01-27
0 COVIDIEN PLC P 2013-10-15 2015-01-27
9 CROWN CASTLE INTL CORP NEW COM P 2014-09-04 2015-03-11
36 CROWN CASTLE INTL CORP NEW COM P 2013-11-18 2015-01-15
20 CROWN CASTLE INTL CORP NEW COM P 2013-11-18 2015-03-11
36 CROWN CASTLE INTL CORP NEW COM P 2014-09-04 2015-11-23
14 DANAHER CORPORATION P 2014-05-01 2015-01-15
10 DANAHER CORPORATION P 2014-05-01 2015-03-11
12 DANAHER CORPORATION P 2014-05-01 2015-11-23
8 DIAGEO PLC SPON ADR NEW P 2014-01-23 2015-01-15
6 DIAGEO PLC SPON ADR NEW P 2014-01-23 2015-03-11
7 DIAGEO PLC SPON ADR NEW P 2014-01-23 2015-11-23
255 DIREXION ZACKS MLP HIGH INCOME P 2014-09-04 2015-01-15
177 DIREXION ZACKS MLP HIGH INCOME P 2014-09-04 2015-03-11
220 DIREXION ZACKS MLP HIGH INCOME P 2014-09-04 2015-11-23
32 EATON CORP PLC SHS P 2014-01-23 2015-01-15
22 EATON CORP PLC SHS P 2014-05-01 2015-01-15
36 EATON CORP PLC SHS P 2014-05-01 2015-03-11
42 EATON CORP PLC SHS P 2014-05-01 2015-11-23
3 EATON CORP PLC SHS P 2014-09-04 2015-11-23
13 EBAY INC P 2014-05-01 2015-01-15
9 EBAY INC P 2014-05-01 2015-03-11
12 EBAY INC P 2014-05-01 2015-11-23
113 ENVISION HEALTHCARE HLDGS INC P 2014-09-04 2015-01-15
69 ENVISION HEALTHCARE HLDGS INC P 2014-09-04 2015-03-11
86 ENVISION HEALTHCARE HLDGS INC P 2014-09-04 2015-11-23
14 EOG RESOURCES INC P 2013-11-18 2015-01-15
2 EOG RESOURCES INC P 2013-11-18 2015-03-11
7 EOG RESOURCES INC P 2014-01-23 2015-03-11
12 EOG RESOURCES INC P 2014-01-23 2015-11-23
20 ESTEE LAUDER CO INC CL A P 2014-01-23 2015-01-15
15 ESTEE LAUDER CO INC CL A P 2014-01-23 2015-03-11
9 ESTEE LAUDER CO INC CL A P 2014-01-23 2015-11-23
9 ESTEE LAUDER CO INC CL A P 2014-07-15 2015-11-23
5 FACEBOOK INC CL-A P 2015-08-25 2015-11-23
43 FIFTH 3RD BANCORP OHIO P 2015-08-25 2015-11-23
148 FIRST TRUST DORSEY WRIGHT FO P 2015-08-11 2015-11-23
13 GILEAD SCIENCE P 2015-09-22 2015-11-23
3 GOLDMAN SACHS GRP INC P 2015-08-25 2015-11-23
6.461 GOLDMAN SACHS STRATEGIC INC I P 2014-03-31 2015-03-16
6.03 GOLDMAN SACHS STRATEGIC INC I P 2014-04-30 2015-03-16
6.296 GOLDMAN SACHS STRATEGIC INC I P 2014-05-30 2015-03-16
5.959 GOLDMAN SACHS STRATEGIC INC I P 2014-06-30 2015-03-16
5.745 GOLDMAN SACHS STRATEGIC INC I P 2014-07-31 2015-03-16
5.778 GOLDMAN SACHS STRATEGIC INC I P 2014-08-29 2015-03-16
4.813 GOLDMAN SACHS STRATEGIC INC I P 2014-09-30 2015-03-16
5.695 GOLDMAN SACHS STRATEGIC INC I P 2014-10-31 2015-03-16
8.059 GOLDMAN SACHS STRATEGIC INC I P 2014-11-28 2015-03-16
16.666 GOLDMAN SACHS STRATEGIC INC I P 2014-12-26 2015-03-16
5.794 GOLDMAN SACHS STRATEGIC INC I P 2014-12-31 2015-03-16
5.823 GOLDMAN SACHS STRATEGIC INC I P 2015-01-30 2015-03-16
3.882 GOLDMAN SACHS STRATEGIC INC I P 2015-02-27 2015-03-16
597.015 GOLDMAN SACHS STRATEGIC INC I P 2013-06-19 2015-01-15
1171.064 GOLDMAN SACHS STRATEGIC INC I P 2013-06-19 2015-02-17
0.939 GOLDMAN SACHS STRATEGIC INC I P 2013-06-28 2015-02-17
4.076 GOLDMAN SACHS STRATEGIC INC I P 2013-07-31 2015-02-17
1.546 GOLDMAN SACHS STRATEGIC INC I P 2013-08-30 2015-02-17
4.289 GOLDMAN SACHS STRATEGIC INC I P 2013-08-30 2015-03-11
7.343 GOLDMAN SACHS STRATEGIC INC I P 2013-09-30 2015-03-11
7.891 GOLDMAN SACHS STRATEGIC INC I P 2013-10-31 2015-03-11
162.539 GOLDMAN SACHS STRATEGIC INC I P 2013-11-18 2015-03-11
837.461 GOLDMAN SACHS STRATEGIC INC I P 2013-11-18 2015-03-16
8.528 GOLDMAN SACHS STRATEGIC INC I P 2013-11-29 2015-03-16
11.585 GOLDMAN SACHS STRATEGIC INC I P 2013-12-31 2015-03-16
4.008 GOLDMAN SACHS STRATEGIC INC I P 2014-01-31 2015-03-16
5.854 GOLDMAN SACHS STRATEGIC INC I P 2014-02-28 2015-03-16
7 GOOGLE INC-CL A P 2014-05-01 2015-01-15
5 GOOGLE INC-CL A P 2014-05-01 2015-03-11
30 GRUPO TELEVISA S.A.GLOBAL DEP P 2013-11-18 2015-01-15
16 GRUPO TELEVISA S.A.GLOBAL DEP P 2013-11-18 2015-03-11
4 GRUPO TELEVISA S.A.GLOBAL DEP P 2014-01-23 2015-03-11
25 GRUPO TELEVISA S.A.GLOBAL DEP P 2014-01-23 2015-11-23
64 GUGGENHEIM S&P 500 EQU WEIGHT P 2014-07-15 2015-01-15
26 GUGGENHEIM S&P 500 EQU WEIGHT P 2014-07-15 2015-03-11
14 GUGGENHEIM S&P 500 EQU WEIGHT P 2014-09-04 2015-03-11
51 GUGGENHEIM S&P 500 EQU WEIGHT P 2014-09-04 2015-11-23
38 GUGGENHEIM S&P 500 EQU WEIGHT P 2014-09-04 2015-12-01
18 HDFC BANK LTD ADR P 2014-01-23 2015-01-15
9 HDFC BANK LTD ADR P 2014-01-23 2015-03-11
11 HDFC BANK LTD ADR P 2014-01-23 2015-11-23
9 HOME DEPOT INC P 2014-01-23 2015-01-15
6 HOME DEPOT INC P 2014-01-23 2015-03-11
28 HOME DEPOT INC P 2014-01-23 2015-11-23
8 HOME DEPOT INC P 2014-01-23 2015-11-23
32 HONDA MOTOR COMPANY LTD ADR P 2014-01-23 2015-01-15
23 HONDA MOTOR COMPANY LTD ADR P 2014-01-23 2015-03-11
61 HONDA MOTOR COMPANY LTD ADR P 2014-01-23 2015-05-21
60 HONDA MOTOR COMPANY LTD ADR P 2014-05-01 2015-05-21
12 HONEYWELL INTERNATIONAL INC P 2014-05-01 2015-01-15
7 HONEYWELL INTERNATIONAL INC P 2014-05-01 2015-03-11
9 HONEYWELL INTERNATIONAL INC P 2014-05-01 2015-11-23
89 JPMORGAN CHASE & CO P 2014-05-01 2015-01-15
59 JPMORGAN CHASE & CO P 2014-05-01 2015-03-11
73 JPMORGAN CHASE & CO P 2014-05-01 2015-11-23
8 KANSAS CY SOUTHN IND NEW P 2014-05-01 2015-03-11
13 KANSAS CY SOUTHN IND NEW P 2013-11-18 2015-01-15
4 KANSAS CY SOUTHN IND NEW P 2013-11-18 2015-03-11
15 KANSAS CY SOUTHN IND NEW P 2014-05-01 2015-11-23
24 KINDER MORGAN INCORP P 2014-01-23 2015-01-15
12 KINDER MORGAN INCORP P 2014-01-23 2015-03-11
15 KINDER MORGAN INCORP P 2014-01-23 2015-11-23
50 KINDER MORGAN INCORP P 2014-01-23 2015-12-07
25 KLX INC COM P 2014-11-06 2015-01-15
16 KLX INC COM P 2014-11-06 2015-03-11
20 KLX INC COM P 2014-11-06 2015-11-23
97 KONINKLIJKE PHIL EL SP ADR NEW P 2015-10-13 2015-11-23
26 KYOCERA CP ADR P 2014-01-23 2015-01-15
16 KYOCERA CP ADR P 2014-01-23 2015-03-11
20 KYOCERA CP ADR P 2014-01-23 2015-11-23
61 L BRANDS INC COM P 2014-05-01 2015-01-15
38 L BRANDS INC COM P 2014-05-01 2015-03-11
47 L BRANDS INC COM P 2014-05-01 2015-11-23
27 LAS VEGAS SANDS CORPORATION P 2014-09-04 2015-01-15
20 LAS VEGAS SANDS CORPORATION P 2014-09-04 2015-03-11
25 LAS VEGAS SANDS CORPORATION P 2014-09-04 2015-11-23
32 LINEAR TECHNOLOGY CORPORATION P 2014-07-29 2015-01-15
29 LINEAR TECHNOLOGY CORPORATION P 2014-07-29 2015-03-11
155 LINEAR TECHNOLOGY CORPORATION P 2014-07-29 2015-10-08
3 LINKEDIN CORP-A P 2015-05-21 2015-11-23
7 LYONDELLBASELL NV CL-A P 2015-08-25 2015-11-23
23 MACY'S INC P 2014-09-11 2015-01-15
22 MACY'S INC P 2014-09-11 2015-03-11
28 MACY'S INC P 2014-09-11 2015-11-23
7 MARATHON PETROLEUM CORP P 2014-05-01 2015-03-11
16 MARATHON PETROLEUM CORP P 2013-04-02 2015-01-15
3 MARATHON PETROLEUM CORP P 2013-04-02 2015-03-11
1 MARATHON PETROLEUM CORP P 2013-09-10 2015-03-11
86 MARATHON PETROLEUM CORP P 2014-05-01 2015-08-25
30 MARATHON PETROLEUM CORP P 2014-07-15 2015-08-25
26 MARSH & MCLENNAN COS INC P 2014-05-01 2015-01-15
25 MARSH & MCLENNAN COS INC P 2014-05-01 2015-03-11
31 MARSH & MCLENNAN COS INC P 2014-05-01 2015-11-23
36 MASTERCARD INC CL A P 2014-05-01 2015-01-15
22 MASTERCARD INC CL A P 2014-05-01 2015-03-11
28 MASTERCARD INC CL A P 2014-05-01 2015-11-23
7 MCKESSON CORP P 2014-09-04 2015-01-15
6 MCKESSON CORP P 2014-09-04 2015-03-11
8 MCKESSON CORP P 2014-09-04 2015-11-23
0.536 MEDTRONIC PLC SHS P 2015-01-27 2015-01-27
8 MEDTRONIC PLC SHS P 2015-01-27 2015-03-11
10 MEDTRONIC PLC SHS P 2015-01-27 2015-11-23
20 METLIFE INCORPORATED P 2014-01-23 2015-01-15
14 METLIFE INCORPORATED P 2014-01-23 2015-03-11
18 METLIFE INCORPORATED P 2014-01-23 2015-11-23
22 MICHAEL KORS HOLDINGS LTD P 2014-01-23 2015-01-15
16 MICHAEL KORS HOLDINGS LTD P 2014-01-23 2015-03-11
7 MICHAEL KORS HOLDINGS LTD P 2014-01-23 2015-11-23
6 MICHAEL KORS HOLDINGS LTD P 2014-07-15 2015-11-23
6 MICHAEL KORS HOLDINGS LTD P 2014-09-04 2015-11-23
32 MICROSOFT CORP P 2015-10-08 2015-11-23
15 MONSANTO CO/NEW P 2014-01-23 2015-01-15
18 MONSANTO CO/NEW P 2014-05-01 2015-01-15
22 MONSANTO CO/NEW P 2014-05-01 2015-03-11
27 MONSANTO CO/NEW P 2014-05-01 2015-11-23
38 MONSANTO CO/NEW P 2014-05-01 2015-12-03
2 MONSANTO CO/NEW P 2014-07-15 2015-12-03
49 MONSANTO CO/NEW P 2014-09-04 2015-12-03
79 NEWELL RUBBERMAID INC P 2015-10-23 2015-11-23
20 NEXTERA ENERGY INC COM P 2013-09-13 2015-01-15
8 NEXTERA ENERGY INC COM P 2013-10-15 2015-01-15
17 NEXTERA ENERGY INC COM P 2013-10-15 2015-03-11
6 NEXTERA ENERGY INC COM P 2014-01-23 2015-11-23
16 NEXTERA ENERGY INC COM P 2014-05-01 2015-11-23
17 NOBLE ENERGY INC P 2013-03-27 2015-01-15
10 NOBLE ENERGY INC P 2013-03-27 2015-03-11
3 NOBLE ENERGY INC P 2013-03-27 2015-11-23
10 NOBLE ENERGY INC P 2013-06-06 2015-11-23
58 NRG YIELD INC CL C P 2014-09-04 2015-11-23
58 NRG YIELD INC CLASS A P 2014-09-04 2015-11-23
75 NRG YIELD INC COM CL A P 2014-09-04 2015-01-15
47 NRG YIELD INC COM CL A P 2014-09-04 2015-03-11
25 NXP SEMICONDUCTORS NV P 2014-09-04 2015-01-15
18 NXP SEMICONDUCTORS NV P 2014-09-04 2015-03-11
23 NXP SEMICONDUCTORS NV P 2014-09-04 2015-11-23
23 ONEOK INC NEW P 2014-01-23 2015-01-15
47 ONEOK INC NEW P 2014-09-04 2015-08-19
14 ONEOK INC NEW P 2014-01-23 2015-03-11
25 ONEOK INC NEW P 2014-01-23 2015-08-19
27 ORACLE CORP P 2014-05-01 2015-01-15
18 ORACLE CORP P 2014-05-01 2015-03-11
22 ORACLE CORP P 2014-05-01 2015-11-23
128 PATTERN ENERGY INC CLS A P 2015-06-22 2015-11-23
12 PAYPAL HLDGS INC COM P 2014-05-01 2015-11-23
10 PEPSICO INC NC P 2014-05-01 2015-01-15
27 PEPSICO INC NC P 2014-05-01 2015-03-11
31 PEPSICO INC NC P 2013-03-27 2015-01-15
33 PEPSICO INC NC P 2014-05-01 2015-11-23
40 PFIZER INC P 2014-06-05 2015-01-15
25 PFIZER INC P 2014-06-05 2015-03-11
9 PHILIP MORRIS INTL INC P 2014-01-23 2015-01-15
51 PHILIP MORRIS INTL INC P 2014-05-01 2015-01-15
38 PHILIP MORRIS INTL INC P 2014-05-01 2015-03-11
47 PHILIP MORRIS INTL INC P 2014-05-01 2015-11-23
0.85 PJT PARTNERS INC COM CL A P 2015-07-30 2015-09-30
1 PJT PARTNERS INC COM CL A P 2015-07-30 2015-11-23
22 PROLOGIS INC COM P 2014-01-23 2015-01-15
12 PROLOGIS INC COM P 2014-01-23 2015-03-11
15 PROLOGIS INC COM P 2014-01-23 2015-11-23
49 PRUDENTIAL FINANCIAL INC P 2014-09-04 2015-01-15
37 PRUDENTIAL FINANCIAL INC P 2014-09-04 2015-03-11
46 PRUDENTIAL FINANCIAL INC P 2014-09-04 2015-11-23
188.071 PUTNAM CAPITAL SPECTRUM Y P 2014-06-04 2015-01-15
125.871 PUTNAM CAPITAL SPECTRUM Y P 2014-06-04 2015-03-11
256.542 PUTNAM CAPITAL SPECTRUM Y P 2014-06-04 2015-04-16
16.435 PUTNAM CAPITAL SPECTRUM Y P 2014-12-05 2015-08-11
19.534 PUTNAM CAPITAL SPECTRUM Y P 2014-12-05 2015-08-11
366.096 PUTNAM CAPITAL SPECTRUM Y P 2014-06-04 2015-08-11
137 QLIK TECHNOLOGIES P 2014-09-04 2015-01-15
87 QLIK TECHNOLOGIES P 2014-09-04 2015-03-11
458 QLIK TECHNOLOGIES P 2014-09-04 2015-10-23
10 QUALCOMM INC P 2014-05-01 2015-01-15
6 QUALCOMM INC P 2014-05-01 2015-03-11
8 QUALCOMM INC P 2014-05-01 2015-11-23
32 RAYTHEON CO (NEW) P 2014-05-01 2015-01-15
20 RAYTHEON CO (NEW) P 2014-05-01 2015-03-11
25 RAYTHEON CO (NEW) P 2014-05-01 2015-11-23
26 SALESFORCE.COM,INC. P 2014-09-04 2015-01-15
22 SALESFORCE.COM,INC. P 2014-09-04 2015-03-11
27 SALESFORCE.COM,INC. P 2014-09-04 2015-11-23
14 SAP AG P 2014-01-23 2015-01-15
10 SAP AG P 2014-01-23 2015-03-11
12 SAP AG P 2014-01-23 2015-11-23
6 SBA COMMUNICATIONS CORP P 2014-05-01 2015-01-15
22 SBA COMMUNICATIONS CORP P 2014-05-01 2015-03-11
93 SBA COMMUNICATIONS CORP P 2014-09-04 2015-07-30
26 SBA COMMUNICATIONS CORP P 2013-11-18 2015-01-15
27 SBA COMMUNICATIONS CORP P 2014-05-01 2015-07-30
38 SCHLUMBERGER LTD P 2014-05-01 2015-01-15
31 SCHLUMBERGER LTD P 2014-05-01 2015-03-11
38 SCHLUMBERGER LTD P 2014-05-01 2015-11-23
14 SEMPRA ENERGY P 2015-09-22 2015-11-23
4 SOUTH32 LTD ADR P 2015-06-01 2015-11-23
10 STARWOOD HTLS & RSTS WW INC P 2014-01-23 2015-01-15
6 STARWOOD HTLS & RSTS WW INC P 2014-01-23 2015-03-11
8 STARWOOD HTLS & RSTS WW INC P 2014-01-23 2015-11-23
145 SUMITOMO MITSUI FINL GROUP INC P 2014-01-23 2015-01-15
92 SUMITOMO MITSUI FINL GROUP INC P 2014-01-23 2015-03-11
110 SUMITOMO MITSUI FINL GROUP INC P 2014-01-23 2015-11-23
147 SUNEDISON INC COM P 2014-11-06 2015-01-15
103 SUNEDISON INC COM P 2014-11-06 2015-03-11
540 SUNEDISON INC COM P 2014-11-06 2015-06-22
7 TATA MOTORS LTD P 2015-05-21 2015-11-23
42 TELUS CORP NEW P 2014-01-23 2015-01-15
29 TELUS CORP NEW P 2014-05-01 2015-03-11
6 TELUS CORP NEW P 2014-01-23 2015-03-11
45 TELUS CORP NEW P 2014-05-01 2015-11-23
17 THERMO FISHER SCIENTIFIC P 2014-05-01 2015-01-15
16 THERMO FISHER SCIENTIFIC P 2014-05-01 2015-03-11
6 THERMO FISHER SCIENTIFIC P 2013-10-30 2015-01-15
25 THERMO FISHER SCIENTIFIC P 2014-05-01 2015-11-23
13 TIME WARNER INC NEW P 2014-05-01 2015-01-15
38 TIME WARNER INC NEW P 2014-05-01 2015-03-11
47 TIME WARNER INC NEW P 2013-09-27 2015-01-15
48 TIME WARNER INC NEW P 2014-05-01 2015-11-23
61 UBS AG NEW P 2014-01-23 2015-01-15
41 UBS AG NEW P 2014-01-23 2015-03-11
53 UBS GROUP AG SHS P 2014-01-23 2015-11-23
10 UNION PACIFIC CORP P 2014-05-01 2015-01-15
7 UNION PACIFIC CORP P 2014-05-01 2015-03-11
8 UNION PACIFIC CORP P 2014-05-01 2015-11-23
48 UNITED TECHNOLOGIES CORP P 2014-05-01 2015-01-15
30 UNITED TECHNOLOGIES CORP P 2014-05-01 2015-03-11
156 UNITED TECHNOLOGIES CORP P 2014-05-01 2015-09-22
7 UNITED TECHNOLOGIES CORP P 2014-07-15 2015-09-22
9 UNITEDHEALTH GP INC P 2014-05-01 2015-01-15
5 UNITEDHEALTH GP INC P 2014-05-01 2015-03-11
16 UNITEDHEALTH GP INC P 2014-05-01 2015-08-25
15 UNITEDHEALTH GP INC P 2014-05-01 2015-10-30
50 US SILICA HLDGS INC P 2014-09-04 2015-01-15
36 US SILICA HLDGS INC P 2014-09-04 2015-03-11
45 US SILICA HLDGS INC P 2014-09-04 2015-11-23
18 VALEANT PHARMACEUTIC INTL INC P 2014-09-04 2015-01-15
10 VALEANT PHARMACEUTIC INTL INC P 2014-09-04 2015-03-11
12 VALEANT PHARMACEUTIC INTL INC P 2014-09-04 2015-11-23
11 VISA INC CL A P 2014-05-01 2015-01-15
6 VISA INC CL A P 2014-05-01 2015-03-11
35 VISA INC CL A P 2014-05-01 2015-11-23
21 VODAFONE GROUP PLC P 2014-01-23 2015-01-15
14 VODAFONE GROUP PLC P 2014-01-23 2015-03-11
16 VODAFONE GROUP PLC P 2014-01-23 2015-11-23
3 VODAFONE GROUP PLC P 2014-05-01 2015-11-23
21 WALT DISNEY CO HLDG CO P 2014-05-01 2015-01-15
17 WALT DISNEY CO HLDG CO P 2014-05-01 2015-03-11
21 WALT DISNEY CO HLDG CO P 2014-05-01 2015-11-23
14 WELLS FARGO & CO NEW P 2014-05-01 2015-01-15
9 WELLS FARGO & CO NEW P 2014-05-01 2015-03-11
12 WELLS FARGO & CO NEW P 2014-05-01 2015-11-23
83 WILLIAMS CO INC P 2014-05-01 2015-01-15
55 WILLIAMS CO INC P 2014-05-01 2015-03-11
148 WILLIAMS CO INC P 2014-05-01 2015-10-15
4 WILLIAMS CO INC P 2014-07-15 2015-10-15
137 WILLIAMS CO INC P 2014-09-04 2015-10-15
324 WISDOMTREE INVSTS INC P 2014-09-04 2015-01-15
207 WISDOMTREE INVSTS INC P 2014-09-04 2015-03-11
257 WISDOMTREE INVSTS INC P 2014-09-04 2015-11-23
20 YUM BRANDS INC P 2014-01-23 2015-01-15
18 YUM BRANDS INC P 2014-01-23 2015-03-11
18 YUM BRANDS INC P 2014-01-23 2015-11-23
5 YUM BRANDS INC P 2014-05-01 2015-11-23
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 1,071   1,141 -70
b 737   842 -105
c 424   478 -54
d 2,138   2,482 -344
e 59   70 -11
3,993   3,484 509
2,691   2,245 446
3,297   2,787 510
3,445   2,639 806
1,642   1,504 138
283   244 39
2,634   2,231 403
220   190 30
770   715 55
3,110   2,862 248
3,962   3,466 496
3,969   3,475 494
1,063   839 224
882   629 253
5,458   3,763 1,695
581   617 -36
370   309 61
4,753   2,161 2,592
696   706 -10
398   441 -43
507   618 -111
292   258 34
1,231   1,117 114
1,168   944 224
1,607   1,375 232
1,394   1,014 380
1,375   1,014 361
1,952   1,352 600
553   544 9
1,297   1,857 -560
875   1,201 -326
836   1,529 -693
1,144   1,028 116
855   720 135
9,857   7,749 2,108
8,044   5,474 2,570
9,953   7,075 2,878
1,423   1,160 263
8,724   6,825 1,899
250   240 10
994   1,452 -458
524   694 -170
3,024   3,712 -688
2,976   3,239 -263
2,018   2,108 -90
1,364   1,299 65
1,382   1,266 116
2,099   2,050 49
3,010   2,530 480
642   716 -74
270   265 5
715   739 -24
402   443 -41
304   326 -22
2,939   2,609 330
12,729   11,023 1,706
717   1,041 -324
503   716 -213
401   911 -510
686   638 48
5,148   4,536 612
3,952   3,326 626
5,088   4,233 855
2,625   3,343 -718
1,994   1,682 312
1,640   1,314 326
2,171   1,682 489
979   936 43
652   624 28
935   832 103
1,466   1,497 -31
1,309   1,219 90
359   388 -29
1,027   1,161 -134
462   326 136
185   119 66
242   148 94
2,487   2,070 417
371   314 57
355   243 112
1,298   1,035 263
1,187   1,257 -70
445   622 -177
3,458   3,861 -403
2,279   2,465 -186
1,914   3,122 -1,208
4,939   6,000 -1,061
3,511   4,250 -739
4,930   7,625 -2,695
9,802   13,876 -4,074
618   905 -287
1,231   1,814 -583
964   1,256 -292
1,294   1,535 -241
957   932 25
476   466 10
598   599 -1
3,471   3,643 -172
2,552   2,510 42
3,003   3,045 -42
187   190 -3
977   823 154
444   353 91
2,843   2,468 375
528   347 181
1,103   725 378
1,235   734 501
1,443   811 632
3,016   1,696 1,320
763   726 37
2,947   2,750 197
1,696   1,528 168
3,155   2,902 253
1,158   1,035 123
846   740 106
1,167   887 280
913   1,052 -139
667   789 -122
813   921 -108
7,962   10,580 -2,618
5,712   7,344 -1,632
4,569   8,655 -4,086
2,048   2,363 -315
1,408   1,580 -172
2,408   2,565 -157
2,416   2,923 -507
173   201 -28
696   678 18
540   469 71
346   246 100
3,994   4,026 -32
2,497   2,458 39
2,345   3,064 -719
1,226   1,175 51
173   168 5
606   594 12
992   1,018 -26
1,473   1,421 52
1,208   1,066 142
768   639 129
768   683 85
536   426 110
883   802 81
3,498   3,638 -140
1,394   1,358 36
572   550 22
65   69 -4
61   64 -3
64   67 -3
60   63 -3
58   61 -3
58   61 -3
49   51 -2
58   60 -2
82   84 -2
169   172 -3
59   60 -1
59   59  
39   40 -1
6,000   6,251 -251
11,933   12,261 -328
10   10  
42   43 -1
16   16  
44   45 -1
75   77 -2
80   83 -3
1,650   1,711 -61
8,475   8,818 -343
86   90 -4
117   123 -6
41   42 -1
59   62 -3
3,536   3,763 -227
2,805   2,688 117
968   895 73
555   477 78
139   114 25
730   713 17
4,966   4,921 45
2,077   1,999 78
1,119   1,095 24
4,033   3,990 43
3,011   2,973 38
984   612 372
542   306 236
651   374 277
917   718 199
682   479 203
3,696   2,234 1,462
1,056   638 418
969   1,254 -285
767   901 -134
2,093   2,390 -297
2,059   2,016 43
1,175   1,114 61
708   650 58
942   835 107
4,938   4,964 -26
3,573   3,291 282
4,924   4,072 852
915   804 111
1,428   1,613 -185
458   496 -38
1,387   1,507 -120
980   865 115
479   433 46
358   541 -183
791   1,802 -1,011
981   1,048 -67
649   671 -22
625   839 -214
2,603   2,438 165
1,168   1,264 -96
786   778 8
962   972 -10
4,934   3,306 1,628
3,428   2,059 1,369
4,475   2,547 1,928
1,494   1,716 -222
1,039   1,271 -232
1,137   1,589 -452
1,463   1,451 12
1,360   1,315 45
6,437   7,029 -592
761   586 175
664   557 107
1,454   1,373 81
1,374   1,313 61
1,113   1,671 -558
678   678  
1,227   1,379 -152
291   259 32
97   70 27
3,881   4,166 -285
1,354   1,173 181
1,453   1,292 161
1,398   1,242 156
1,737   1,540 197
2,993   2,722 271
1,928   1,664 264
2,789   2,117 672
1,489   1,369 120
1,333   1,173 160
1,516   1,564 -48
38   41 -3
612   616 -4
761   762 -1
972   1,032 -60
717   723 -6
919   929 -10
1,463   1,755 -292
1,047   1,276 -229
293   558 -265
251   487 -236
251   482 -231
1,735   1,496 239
1,763   1,626 137
2,116   1,984 132
2,584   2,425 159
2,599   2,976 -377
3,700   4,189 -489
195   240 -45
4,771   5,589 -818
3,544   3,391 153
2,136   1,583 553
854   642 212
1,674   1,365 309
605   535 70
1,614   1,601 13
740   979 -239
444   576 -132
108   173 -65
361   571 -210
841   1,502 -661
811   1,519 -708
3,955   3,969 -14
2,304   2,487 -183
1,987   1,739 248
1,760   1,252 508
1,815   1,600 215
983   1,361 -378
1,592   3,328 -1,736
649   828 -179
847   1,479 -632
1,159   1,109 50
750   739 11
866   903 -37
2,373   3,905 -1,532
429   380 49
966   851 115
2,539   2,297 242
2,995   2,427 568
3,353   2,807 546
1,294   1,183 111
843   739 104
746   753 -7
4,228   4,357 -129
2,955   3,247 -292
4,066   4,016 50
18   3 15
22   4 18
961   823 138
498   449 49
652   561 91
3,954   4,400 -446
2,984   3,322 -338
3,983   4,131 -148
7,000   7,028 -28
4,842   4,704 138
10,000   9,587 413
625   641 -16
742   761 -19
13,912   13,681 231
4,003   3,935 68
2,695   2,499 196
14,296   13,156 1,140
718   794 -76
423   476 -53
394   635 -241
3,394   3,070 324
2,124   1,919 205
3,165   2,398 767
1,473   1,554 -81
1,410   1,315 95
2,186   1,614 572
939   1,111 -172
674   793 -119
950   952 -2
652   543 109
2,636   1,992 644
10,969   10,390 579
2,826   2,337 489
3,185   2,445 740
2,931   3,839 -908
2,533   3,132 -599
2,920   3,839 -919
1,429   1,305 124
17   36 -19
741   786 -45
480   472 8
584   629 -45
991   1,460 -469
717   926 -209
882   1,108 -226
2,943   2,784 159
2,360   1,951 409
16,945   10,228 6,717
213   288 -75
1,478   1,399 79
952   1,029 -77
197   200 -3
1,402   1,596 -194
2,124   1,947 177
2,051   1,832 219
750   583 167
3,440   2,863 577
1,067   831 236
3,161   2,428 733
3,859   2,987 872
3,367   3,067 300
998   1,247 -249
702   838 -136
1,022   1,083 -61
1,112   950 162
806   665 141
692   760 -68
5,458   5,657 -199
3,560   3,536 24
13,915   18,385 -4,470
624   809 -185
938   674 264
566   375 191
1,814   1,199 615
1,793   1,124 669
1,292   3,491 -2,199
1,108   2,513 -1,405
877   3,142 -2,265
2,844   2,134 710
1,937   1,186 751
1,107   1,423 -316
2,793   2,277 516
1,597   1,242 355
2,801   1,811 990
722   1,494 -772
454   996 -542
538   1,138 -600
101   112 -11
1,992   1,671 321
1,761   1,353 408
2,513   1,671 842
710   696 14
485   447 38
672   596 76
3,462   3,579 -117
2,547   2,371 176
6,127   6,381 -254
166   231 -65
5,672   8,136 -2,464
4,975   3,919 1,056
4,331   2,504 1,827
5,517   3,109 2,408
1,447   1,394 53
1,386   1,254 132
1,311   1,254 57
364   381 -17
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       -70
b       -105
c       -54
d       -344
e       -11
      509
      446
      510
      806
      138
      39
      403
      30
      55
      248
      496
      494
      224
      253
      1,695
      -36
      61
      2,592
      -10
      -43
      -111
      34
      114
      224
      232
      380
      361
      600
      9
      -560
      -326
      -693
      116
      135
      2,108
      2,570
      2,878
      263
      1,899
      10
      -458
      -170
      -688
      -263
      -90
      65
      116
      49
      480
      -74
      5
      -24
      -41
      -22
      330
      1,706
      -324
      -213
      -510
      48
      612
      626
      855
      -718
      312
      326
      489
      43
      28
      103
      -31
      90
      -29
      -134
      136
      66
      94
      417
      57
      112
      263
      -70
      -177
      -403
      -186
      -1,208
      -1,061
      -739
      -2,695
      -4,074
      -287
      -583
      -292
      -241
      25
      10
      -1
      -172
      42
      -42
      -3
      154
      91
      375
      181
      378
      501
      632
      1,320
      37
      197
      168
      253
      123
      106
      280
      -139
      -122
      -108
      -2,618
      -1,632
      -4,086
      -315
      -172
      -157
      -507
      -28
      18
      71
      100
      -32
      39
      -719
      51
      5
      12
      -26
      52
      142
      129
      85
      110
      81
      -140
      36
      22
      -4
      -3
      -3
      -3
      -3
      -3
      -2
      -2
      -2
      -3
      -1
       
      -1
      -251
      -328
       
      -1
       
      -1
      -2
      -3
      -61
      -343
      -4
      -6
      -1
      -3
      -227
      117
      73
      78
      25
      17
      45
      78
      24
      43
      38
      372
      236
      277
      199
      203
      1,462
      418
      -285
      -134
      -297
      43
      61
      58
      107
      -26
      282
      852
      111
      -185
      -38
      -120
      115
      46
      -183
      -1,011
      -67
      -22
      -214
      165
      -96
      8
      -10
      1,628
      1,369
      1,928
      -222
      -232
      -452
      12
      45
      -592
      175
      107
      81
      61
      -558
       
      -152
      32
      27
      -285
      181
      161
      156
      197
      271
      264
      672
      120
      160
      -48
      -3
      -4
      -1
      -60
      -6
      -10
      -292
      -229
      -265
      -236
      -231
      239
      137
      132
      159
      -377
      -489
      -45
      -818
      153
      553
      212
      309
      70
      13
      -239
      -132
      -65
      -210
      -661
      -708
      -14
      -183
      248
      508
      215
      -378
      -1,736
      -179
      -632
      50
      11
      -37
      -1,532
      49
      115
      242
      568
      546
      111
      104
      -7
      -129
      -292
      50
      15
      18
      138
      49
      91
      -446
      -338
      -148
      -28
      138
      413
      -16
      -19
      231
      68
      196
      1,140
      -76
      -53
      -241
      324
      205
      767
      -81
      95
      572
      -172
      -119
      -2
      109
      644
      579
      489
      740
      -908
      -599
      -919
      124
      -19
      -45
      8
      -45
      -469
      -209
      -226
      159
      409
      6,717
      -75
      79
      -77
      -3
      -194
      177
      219
      167
      577
      236
      733
      872
      300
      -249
      -136
      -61
      162
      141
      -68
      -199
      24
      -4,470
      -185
      264
      191
      615
      669
      -2,199
      -1,405
      -2,265
      710
      751
      -316
      516
      355
      990
      -772
      -542
      -600
      -11
      321
      408
      842
      14
      38
      76
      -117
      176
      -254
      -65
      -2,464
      1,056
      1,827
      2,408
      53
      132
      57
      -17
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 14,975
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 16,865
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 248,117 1,413,132 0.17558
2013   1,361,620  
2012   1,250,033  
2011   1,264,205  
2010   1,146,417  
2
Total of line 1, column (d) .....................
20.175579
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
0.035116
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
908,944
5
Multiply line 4 by line 3......................
5
31,918
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
255
7
Add lines 5 and 6........................
7
32,173
8
Enter qualifying distributions from Part XII, line 4.............
8
647,000
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 1 255
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........................... 3 255
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- ..... 5 255
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 2,312
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 2,312
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 2,057
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet2,057 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
 
No
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)
    bulletAZ, NV
    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 ofbulletFoundation Director Telephone no.bullet (480) 458-2455

    Located atbullet17550 N Perimeter Dr Ste 180ScottsdaleAZ ZIP+4bullet85255
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
    No
    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
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Raymond A Lamb Director
    0.00     		0    
    17550 N Perimeter Dr Ste 180
    Scottsdale,AZ85255
    M Christopher Evans Director
    0.50     		0    
    17550 N Perimeter Drive 180
    Scottsdale,AZ85255
    James A Herk Director
    0.00     		0    
    17550 N Perimeter Dr Ste 180
    Scottsdale,AZ85255
    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  
    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
    889,438
    b
    Average of monthly cash balances.......................
    1b
    33,348
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    922,786
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    922,786
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    13,842
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    908,944
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    45,447
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    45,447
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    255
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    255
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    45,192
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    45,192
    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
    45,192
    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
    647,000
    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
    647,000
    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
    255
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    646,745
    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 45,192
    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...... 181,226
    fTotal of lines 3a through e........ 181,226
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 647,000
    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)........     		0
    d Applied to 2015 distributable amount..... 45,192
    e Remaining amount distributed out of corpus 601,808
    5 Excess distributions carryover applied to 2015.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 783,034
    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 ......     		783,034
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014.... 181,226
    e Excess from 2015.... 601,808
    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
    Barrow Neurological Institute
    350 West Thomas Road
    Phoenix,AZ85013     		None 501 (c) Charitable Donation 472,000
    Boys Girls Clubs
    4309 E Belleview St
    Phoenix,AZ85005     		None PC General Grant 175,000
    Total .................................bullet 3a 647,000
    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....         20,901
    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 ............     		        14,975
    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)..     35,876
    13Total. Add line 12, columns (b), (d), and (e)..................
    1335,876
    (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: 15000324
    Software Version: 2015v2.0


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 LegalFeesSchedule
    Name:
    The Pelican Charitable Foundation
     
    Foundation
    EIN:
    51-0423211
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
      21,915 0 0 0


    TY 2015 OtherExpensesSchedule
    Name:
    The Pelican Charitable Foundation
     
    Foundation
    EIN:
    51-0423211
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Filing Fees 593      
    Investment Fees 7,401 7,401    
    Misc Expense 2,808 2,808    


    TY 2015 TaxesSchedule
    Name:
    The Pelican Charitable Foundation
     
    Foundation
    EIN:
    51-0423211
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Foreign Tax Withheld 161 161