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
VAN BEUREN CHARITABLE FOUNDATION INC
C/O BRANDYWINE GROUP ADV (PTS) INC
Number and street (or P.O. box number if mail is not delivered to street address)501 MADISON AVE 17TH FL
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10022
A Employer identification number

22-2773769
B Telephone number (see instructions)

(212) 319-2700
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$220,708,317J 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) 8,227,024
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,869,434 2,863,247  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 8,949,854
b Gross sales price for all assets on line 6a 9,005,921
7 Capital gain net income (from Part IV, line 2)... 8,949,854
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)....... Click to see attachment 206,835 206,835  
12 Total. Add lines 1 through 11........ 20,253,147 12,019,936  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 270,977 0   270,977
14 Other employee salaries and wages...... 93,268 0   93,268
15 Pension plans, employee benefits....... 115,814 0   115,814
16a Legal fees (attach schedule)......... Click to see attachment 22,672 15,115   7,557
b Accounting fees (attach schedule)....... Click to see attachment 62,323 62,323   0
c Other professional fees (attach schedule).... Click to see attachment 1,026,620 1,026,620   0
17 Interest............... 139,527 139,527   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 219,157 0   24,819
19 Depreciation (attach schedule) and depletion... 11,772 11,772  
20 Occupancy.............. 39,140 0   39,140
21 Travel, conferences, and meetings....... 21,176 0   21,176
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 293,106 2,020   275,958
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,315,552 1,257,377   848,709
25 Contributions, gifts, grants paid....... 6,527,994 6,527,994
26 Total expenses and disbursements. Add lines 24 and 25 8,843,546 1,257,377   7,376,703
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 11,409,601
b Net investment income (if negative, enter -0-) 10,762,559
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.............      
2 Savings and temporary cash investments......... 4,093,918 2,961,113 2,961,113
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)....... 81,832,900 Click to see attachment77,464,293 77,464,293
c Investments—corporate bonds (attach schedule)....... 9,104,498 Click to see attachment10,353,422 10,353,422
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 131,693,099 Click to see attachment129,510,675 129,510,675
14 Land, buildings, and equipment: basis bullet138,702
Less: accumulated depreciation (attach schedule) bullet100,481 43,869 38,221 38,221
15 Other assets (describe bullet) Click to see attachment358,528 Click to see attachment380,593 Click to see attachment380,593
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 227,126,812 220,708,317 220,708,317
Liabilities 17 Accounts payable and accrued expenses.......... 21,501 67,815
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)......... 21,501 67,815
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 155,846,609 156,183,631
25 Temporarily restricted............... 71,258,702 64,456,871
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 227,105,311 220,640,502
31 Total liabilities and net assets/fund balances (see instructions). 227,126,812 220,708,317
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
227,105,311
2
Enter amount from Part I, line 27a .....................
2
11,409,601
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
17
4
Add lines 1, 2, and 3 ..........................
4
238,514,929
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
17,874,427
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
220,640,502
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 THRU PARTNERSHIPS P 2015-01-01 2015-06-15
b THRU PARTNERSHIPS P 2014-01-01 2015-06-15
c REALIZED GAINS AND LOSSES P 2015-01-01 2015-06-15
d REALIZED GAINS AND LOSSES P 2014-01-01 2015-06-15
e SEC SECURITIES LITIGATION P 2014-01-01 2015-06-15
(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 28,411     28,411
b 1,924,314     1,924,314
c     56,067 -56,067
d 7,048,434     7,048,434
e 4,762     4,762
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       28,411
b       1,924,314
c       -56,067
d       7,048,434
e       4,762
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 8,949,854
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2014 6,868,893 151,093,610 0.045461
2013 5,975,211 129,320,136 0.046205
2012 3,882,263 109,751,276 0.035373
2011 4,859,515 98,612,669 0.049279
2010 4,037,964 88,199,478 0.045782
2
Total of line 1, column (d) .....................
20.222100
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
0.044420
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
157,272,930
5
Multiply line 4 by line 3......................
5
6,986,064
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
107,626
7
Add lines 5 and 6........................
7
7,093,690
8
Enter qualifying distributions from Part XII, line 4.............
8
7,376,703
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 1 107,626
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 107,626
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 107,626
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 266,333
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 90,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 356,333
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 10 248,707
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet248,707 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    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)
    bulletRI
    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 ofbulletBRANDYWINE TRUST COMPANY Telephone no.bullet (718) 317-6857

    Located atbullet7234 LANCASTER PIKE SUITE 300AHOCKESSINDE ZIP+4bullet19707
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
    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). Click to see attachment
    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
    HOPE HILL VAN BEUREN CHAIRMAN
    0.00     		0 0 0
    C/O VAN BEUREN CHARITABLE FDN 130
    BELLEVUE AVE STE 304
    NEWPORT,RI028403283
    BARBARA VAN BEUREN BOARD MEMBER
    0.00     		0 0 0
    C/O VAN BEUREN CHARITABLE FDN 130
    BELLEVUE AVE STE 304
    NEWPORT,RI028403283
    ARCHBOLD D VAN BEUREN PRESIDENT
    0.00     		0 0 0
    C/O VAN BEUREN CHARITABLE FDN 130
    BELLEVUE AVE STE 304
    NEWPORT,RI028403283
    ANDREA VAN BEUREN VICE PRESIDENT
    0.00     		0 0 0
    C/O VAN BEUREN CHARITABLE FDN 130
    BELLEVUE AVE STE 304
    NEWPORT,RI028403283
    STEPHEN L GLASCOCK TREASURER/VP
    0.00     		0 0 0
    C/O VAN BEUREN CHARITABLE FDN 130
    BELLEVUE AVE STE 304
    NEWPORT,RI028403283
    HELENE B VAN BEUREN BOARD MEMBER
    0.00     		0 0 0
    C/O VAN BEUREN CHARITABLE FDN 130
    BELLEVUE AVE STE 304
    NEWPORT,RI028403283
    ROGER KASS BOARD MEMBER
    0.00     		0 0 0
    C/O VAN BEUREN CHARITABLE FDN 130
    BELLEVUE AVE STE 304
    NEWPORT,RI028403283
    LEONARD BOEHNER SECRETARY
    0.00     		0 0 0
    C/O VAN BEUREN CHARITABLE FDN 130
    BELLEVUE AVE STE 304
    NEWPORT,RI028403283
    ELIZABETH R LYNN EXECUTIVE DIRECTOR
    40.00     		198,877 49,000 0
    C/O VAN BEUREN CHARITABLE FDN 130
    BELLEVUE AVE STE 304
    NEWPORT,RI028403283
    KIM L DAME ASSISTANT SECRETARY
    40.00     		72,100 32,252 0
    C/O VAN BEUREN CHARITABLE FDN 130
    BELLEVUE AVE STE 304
    NEWPORT,RI028403283
    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
    DEBORAH S LINNELL NONE
    40.00     		83,000 33,066 0
    C/O VAN BEUREN CHARITABLE FDN
    NEWPORT,RI028403283
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 FINANCE AS DESTINY INITIATIVE INCLUDING FMA STRATEGIC FINANCIAL MANAGMENT TECHNICAL ASSISTANCE AND TRAINING CONDUCTED ON VARIOUS DATES IN 2015 110,235
    2 LEADERSHIP/GOVERNANCE TRAINING - PART 2 "UNLEASHING THE POWER OF YOUR BOARD" W/ DAVID RENZ HELD 6/18/2015 3,500
    3 "FUTURE OF HISTORIC CITIES: PERSPECTIVES ON MANAGING CHANGE" COMMUNITY EVENT - VIDEO PRODUCTION 1,650
    4 AQUIDNECK ISLAND ECONOMIC DEVELOPMENT TOUR/CONVENING HELD 8/24/15 1,097
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    154,302,643
    b
    Average of monthly cash balances.......................
    1b
    5,018,204
    c
    Fair market value of all other assets (see instructions)................
    1c
    347,102
    d
    Total (add lines 1a, b, and c).........................
    1d
    159,667,949
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    159,667,949
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    2,395,019
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    157,272,930
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    7,863,647
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    7,863,647
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    107,626
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    107,626
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    7,756,021
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    7,756,021
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    7,756,021
    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
    7,376,703
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    7,376,703
    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
    107,626
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    7,269,077
    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 7,756,021
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 2,543,426
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 7,376,703
    a Applied to 2014, but not more than line 2a 2,543,426
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2015 distributable amount..... 4,833,277
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2015. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		2,922,744
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015....  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    HOPE HILL VAN BEUREN
    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
    ACADEMY IN MANAYUNK INC
    1200 RIVER ROAD
    CONSHOCHOCKEN,PA19428     		NONE PUBLIC CHARITY OPERATING - GENERAL 15,000
    564 PARK AVENUE PRESERVATION FOUNDATION
    564 PARK AVENUE
    NEW YORK,NY10065     		NONE PUBLIC CHARITY OPERATING - GENERAL 2,000
    ACADEMY IN MANAYUNK INC
    1200 RIVER ROAD
    CONSHOCHOCKEN,PA19428     		NONE PUBLIC CHARITY CAPITAL - NEW COMMUNITY CENTER 300,000
    ALLEN-CHASE FOUNDATIONEAGLEBROOK SCHOOL
    271 PINE NOOK ROAD
    DEERFIELD,MA01342     		NONE PUBLIC CHARITY LEARNING CENTER 125,000
    AMERICAN FRIENDS OF THE DONMAR THEATRE INC
    950 THIRD AVENUE 32ND FLR
    NEW YORK,NY10022     		NONE PUBLIC CHARITY OPERATING - GENERAL 2,500
    AQUIDNECK ISLAND PLANNING COMMISSION
    55 JOHN CLARKE ROAD
    MIDDLETOWN,RI02842     		NONE PUBLIC CHARITY ISLAND WIDE LEADERSHIP PROJECT 183,404
    AQUIDNECK LAND TRUST
    790 AQUIDNECK AVENUE
    MIDDLETOWN,RI02842     		NONE PUBLIC CHARITY ROADWAY 197,000
    AQUIDNECK LAND TRUST
    790 AQUIDNECK AVENUE
    MIDDLETOWN,RI02842     		NONE PUBLIC CHARITY OPERATING - ORGANIZATIONAL DEVELOPEMENT 4,900
    AQUIDNECK LAND TRUST
    790 AQUIDNECK AVENUE
    MIDDLETOWN,RI02842     		NONE PUBLIC CHARITY OPERATING - GENERAL 75,000
    BEAVERTAIL LIGHTHOUSE MUSEUM
    PO BOX 83
    JAMESTOWN,RI02835     		NONE PUBLIC CHARITY SITE PRESERVATION/MUSEUM EXPANSION -4,065
    ATLANTIC THEATRE COMPANY
    336 W 20TH ST
    NEW YORK,NY10011     		NONE PUBLIC CHARITY OPERATING - GENERAL 20,000
    ATLANTIC THEATRE COMPANY
    336 W 20TH ST
    NEW YORK,NY10011     		NONE PUBLIC CHARITY CAPITAL CAMPAIGN 50,000
    BARNES FOUNDATION
    2025 BENJAMIN FRANKLIN PKWY
    PHILADELPHIA,PA19130     		NONE PUBLIC CHARITY OPERATING - GENERAL 10,000
    BARRIER ISLAND PARK SOCIETY
    PO BOX 637
    BOCA GRANDE,FL33921     		NONE PUBLIC CHARITY OPERATING - GENERAL 2,000
    BOCA GRANDE HEALTH CLINIC
    PO BOX 2340
    BOCA GRANDE,FL33921     		NONE PUBLIC CHARITY OPERATING - GENERAL 5,000
    BOCA GRANDE WOMANS CLUB
    PO BOX 65
    BOCA GRANDE,FL33921     		NONE PUBLIC CHARITY COLLEGE SCHOLARSHIP FUND 5,000
    BOY SCOUTS OF AMERICA
    PO BOX 14777
    EAST PROVIDENCE,RI02914     		NONE PUBLIC CHARITY SCOUTING 3,000
    BOYS CLUBS & GIRLS CLUBS OF NEWPORT COUNTY
    95 CHURCH STREET
    NEWPORT,RI02840     		NONE PUBLIC CHARITY EDUCATION 35,000
    BOYS CLUBS & GIRLS CLUBS OF NEWPORT COUNTY
    95 CHURCH STREET
    NEWPORT,RI02840     		NONE PUBLIC CHARITY READING REAPS REWARDS 23,400
    CARY INSTITUTE
    2801 SHARON TPKE
    MILLBROOK,NY12545     		NONE PUBLIC CHARITY OPERATING - GENERAL 2,000
    CENTRAL PARK CONSERVANCY
    14 EAST 60TH STREET
    NEW YORK,NY10022     		NONE PUBLIC CHARITY OPERATING - GENERAL 5,000
    CHANNING MEMORIAL CHURCH
    135 PELHAM STREET
    NEWPORT,RI02840     		NONE PUBLIC CHARITY PLANNING - COMPREHENSIVE FACILITIES MASTER PLAN 50,000
    CHURCH COMMUNITY HOUSING
    50 WASHINGTON SQUARE
    NEWPORT,RI02840     		NONE PUBLIC CHARITY PLANNING - NEWPORT SPRING SITE 21,400
    COLUMBIA UNIVERSITY
    1172 AMSTERDAM AVENUE
    NEW YORK,NY10027     		NONE PUBLIC CHARITY OPERATING - GENERAL 20,000
    COLUMBIA UNIVERSITY BUSINESS SCHOOL
    33 WEST 60TH STREET 7TH FLOOR
    NEW YORK,NY10023     		NONE PUBLIC CHARITY OPERATING - GENERAL 7,500
    FOOD FOR THE POOR INC
    6401 LYONS ROAD
    COCONUT CREEK,FL33073     		NONE PUBLIC CHARITY OPERATING - GENERAL 2,000
    COUNCIL ON FOUNDATIONS
    2121 CRYSTAL DRIVE SUITE 700
    ARLINGTON,VA22202     		NONE PUBLIC CHARITY OPERATING - GENERAL 500
    EAST BAY COMMUNITY ACTION PROGRAM
    19 BROADWAY
    NEWPORT,RI02840     		NONE PUBLIC CHARITY PROGRAM - OUT OF SCHOOL TIME 19,250
    EMMA PENDLETON BRADLEY HOSPITAL
    1011 VETERANS MEMORIAL PARKWAY
    EAST PROVIDENCE,RI02915     		NONE PUBLIC CHARITY CHILD BEHAVORIAL HEALTH PROJECT 45,000
    FABNEWPORT
    1 YORK STREET
    NEWPORT,RI02840     		NONE PUBLIC CHARITY PROGRAM - OUT OF SCHOOL TIME 98,349
    ENVIRONMENT COUNCIL OF RI EDUCATION FUND
    42 RICE ST
    PROVIDENCE,RI02907     		NONE PUBLIC CHARITY BAILEY'S BROOK 20,000
    FARM FRESH RHODE ISLAND
    1005 MAIN ST 1220
    PAWTUCKET,RI02860     		NONE PUBLIC CHARITY OPERATING- HEALTH FOOD PROGRAM 21,000
    FRIENDS OF BOCA GRANDE COMMUNITY CENTER
    PO BOX 1222
    BOCA GRANDE,FL33921     		NONE PUBLIC CHARITY OPERATING - GENERAL 2,500
    FRIENDS OF UPPER EAST SIDE HISTORIC DISTRICT INC
    20 EAST 69TH STREET 4B
    NEW YORK,NY10021     		NONE PUBLIC CHARITY OPERATING - GENERAL 2,000
    FRIENDS SEMINARY
    222 E 16TH ST
    NEW YORK,NY10003     		NONE PUBLIC CHARITY OPERATING SUPPORT 40,000
    FUNDERS NETWORK FOR SMART GROWTH AND LIVABLE COMMUNITIES
    1500 SAN REMO AVENUE SUITE 249
    CORAL GABLES,FL33146     		NONE PUBLIC CHARITY OPERATING - GENERAL 6,510
    GARDEN CONSERVANCY
    PO BOX 219
    NEW YORK,NY10516     		NONE PUBLIC CHARITY OPERATING - GENERAL 2,000
    GASPARILLA ISLAND CONSERVATION & IMPROVEMENT ASSOCIATION
    PO BOX 446
    BOCA GRANDE,FL33921     		NONE PUBLIC CHARITY OPERATING - GENERAL 7,500
    GLADNEY CENTER FOR ADOPTION
    6300 JOHN RYAN DRIVE
    FORT WORTH,TX76132     		NONE PUBLIC CHARITY OPERATING - GENERAL 5,000
    GRANT MANAGERS NETWORK
    1666 K STREET NW SUITE 440
    WASHINGTON,DC20006     		NONE PUBLIC CHARITY OPERATING - GENERAL 500
    GRANTMAKERS FOR EDUCATION
    720 SW WASHINGTON STREET SUITE 605
    PORTLAND,OR97205     		NONE PUBLIC CHARITY OPERATING - GENERAL 1,000
    GROW SMART RHODE ISLAND
    ONE EMPIRE PLAZA
    PROVIDENCE,RI02903     		NONE PUBLIC CHARITY OPERATING- GENERAL 50,000
    GROW SMART RHODE ISLAND
    ONE EMPIRE PLAZA
    PROVIDENCE,RI02903     		NONE PUBLIC CHARITY OPERATING - GENERAL 10,000
    HOPE FOR DEPRESSION RESEARCH FOUNDATION
    40 WEST 57TH STREET
    NEW YORK,NY10019     		NONE PUBLIC CHARITY OPERATING - GENERAL 2,500
    HEIFER PROJECT INTERNATIONAL
    1 WORLD AVENUE
    LITTLE ROCK,AR72202     		NONE PUBLIC CHARITY OPERATING - GENERAL 4,500
    INTERNATIONAL MEDICAL CORPS
    12400 WHILSHIRE BLVD SUITE 1500
    LOS ANGELES,CA90025     		NONE PUBLIC CHARITY OPERATING - GENERAL 5,000
    INTERNATIONAL YACHT RESTORATION SCHOOL
    449 THAMES ST SUITE 111
    NEWPORT,RI02840     		NONE PUBLIC CHARITY OPERATING GENERAL 104,500
    INTERNATIONAL TENNIS HALL OF FAME
    194 BELLEVUE AVE
    NEWPORT,RI02840     		NONE PUBLIC CHARITY OPERATING GENERAL 10,000
    ISLAND SCHOOL FOUNDATION
    MAIN STREET
    BOCA GRANDE,FL33921     		NONE PUBLIC CHARITY ENDOWMENT - ISLAND SCHOOL 250,000
    JAMESTOWN ART CENTER
    18 VALLEY STREET
    JAMESTOWN,RI02835     		NONE PUBLIC CHARITY OPERATING- GENERAL 2,500
    JUNIOR ACHIEVEMENT OF RHODE ISLAND INC
    120 WATERMAN STREET 200
    PROVIDENCE,RI02906     		NONE PUBLIC CHARITY EDUCATION - WORKFORCE DEVELOPMENT 10,000
    MARITIME CYBERSECURITY CENTER
    55 JOHN CLARKE ROAD
    MIDDLETOWN,RI02842     		NONE PUBLIC CHARITY CYBERSECURITY INTERNSHIP 22,000
    LUCY'S HEARTH
    913 WEST MAIN ROAD
    MIDDLETOWN,RI02842     		NONE PUBLIC CHARITY OPERATING- GENERAL 45,000
    MARTIN LUTHER KING COMMUNITY CENTER INC
    20 DR MARCUS F WHEATLAND BLVD
    NEWPORT,RI02840     		NONE PUBLIC CHARITY OPERATING- GENERAL 35,000
    MEALS ON WHEELS OF RI INC
    70 BATH STREET
    PROVIDENCE,RI02908     		NONE PUBLIC CHARITY HOME DELIVERY PROGRAM 12,500
    MUSEUM OF MODERN ART
    11 WEST 53RD STREET
    NEW YORK,NY10019     		NONE PUBLIC CHARITY OPERATING GENERAL 2,500
    MIDDLETOWN TREE ASSOCIATION
    207 VERNON AVENUE
    MIDDLETOWN,RI02842     		NONE PUBLIC CHARITY TREE PLANTING / MAINTENANCE PROGRAMS 8,000
    MILL REEF FUND
    487 GOODWYN STREET
    MEMPHIS,TN38111     		NONE PUBLIC CHARITY OPERATING - GENERAL 10,000
    NAVAL WAR COLLEGE FOUNDATION
    686 CUSHING ROAD
    NEWPORT,RI02841     		NONE PUBLIC CHARITY OPERATING - GENERAL 30,000
    NEW ENGLAND GRASSROOTS ENVIRONMENT FUND
    PO BOX 611
    NEWMARKET,NH03857     		NONE PUBLIC CHARITY SMALL GRANTS / CAPACITY BUILDING-NEWPORT COUNTY 20,000
    NEW YORK SHAKESPEARE FESTIVAL
    123 LAFAYETTE STREET
    NEW YORK,NY10003     		NONE PUBLIC CHARITY OPERATING - GENERAL 2,000
    NEW-YORK PRESBYTERIAN FUND INC
    PO BOX 6412
    NEW YORK,NY10277     		NONE PUBLIC CHARITY OPERATING- GENERAL 2,000
    NEWPORT ART MUSEUM AND ART ASSOCIATION
    76 BELLEVUE AVENUE
    NEWPORT,RI02840     		NONE PUBLIC CHARITY MUSEUM CAMPUS MASTER PLAN 2,000
    NEWPORT COMMUNITY SCHOOL
    55 BROADWAY
    NEWPORT,RI02840     		NONE PUBLIC CHARITY CREDIT EDUCATION PROGRAM 50,182
    NEWPORT COUNTY MENTAL HEALTH CENTER INC
    127 JOHNNY CAKE HILL ROAD
    MIDDLETOWN,RI02842     		NONE PUBLIC CHARITY PROJECT FINANCIAL SYSTEM ENHANCMENTS 237,000
    NEWPORT FESTIVALS FOUNDATION
    150 EAST 69TH STREET 27K
    NEW YORK,NY10021     		NONE PUBLIC CHARITY OPERATING - GENERAL 5,000
    NEWPORT FILM INC
    174 BELLEVUE AVE SUITE 314
    NEWPORT,RI02840     		NONE PUBLIC CHARITY OPERATING - GENERAL 115,000
    NEWPORT HISTORICAL SOCIETY
    82 TOURO STREET
    NEWPORT,RI02840     		NONE PUBLIC CHARITY OPERATING - GENERAL 15,000
    NEWPORT PUBLIC SCHOOLS
    109 OLD FORT ROAD
    NEWPORT,RI02840     		NONE PUBLIC CHARITY COLLEGE AND CAREER READINESS 102,775
    NEWPORT PUBLIC SCHOOLS
    109 OLD FORT ROAD
    NEWPORT,RI02840     		NONE PUBLIC CHARITY NEWPORT PROJECT PROGRAM 68,149
    NEWPORT PUBLIC SCHOOLS
    109 OLD FORT ROAD
    NEWPORT,RI02840     		NONE PUBLIC CHARITY ORGANIZATIONAL DEVELOPMENT 6,400
    NIGHTINGALE BAMFORD SCHOOL
    20 EAST 92ND STREET
    NEW YORK,NY10128     		NONE PUBLIC CHARITY OPERATING - GENERAL 260,000
    NORMAN BIRD SANCTUARY TRUST
    583 THIRD BEACH ROAD
    MIDDLETOWN,RI02842     		NONE PUBLIC CHARITY MASTER PLANNING PROJECT 2,500
    OCEAN CONSERVANCY INC
    1300 19TH STREET
    WASHINGTON,DC20036     		NONE PUBLIC CHARITY OPERATING - GENERAL 2,000
    OCEANA
    1350 CONNECTICUT AVE
    WASHINGTON,DC20036     		NONE PUBLIC CHARITY OPERATING - GENERAL 5,000
    PA SOCIETY-PREVENTION OF CRUELTY TO ANIMALS
    350 E ERIE AVENUE
    PHILADELPHIA,PA19134     		NONE PUBLIC CHARITY OPERATING - GENERAL 25,000
    PHILADELPHIA ORCHESTRA ASSOCIATION
    1 SOUTH BROAD STREET 14TH FLOOR
    PHILADELPHIA,PA19107     		NONE PUBLIC CHARITY OPERATING - GENERAL 5,000
    PRESERVE RHODE ISLAND
    199 HOPE STREET
    PROVIDENCE,RI02906     		NONE PUBLIC CHARITY PRESERVATION EASEMENTS - AQUIDNECK ISLAND 30,000
    PRESERVATION SOCIETY OF NEWPORT COUNTY
    424 BELLEVUE AVENUE
    NEWPORT,RI02840     		NONE PUBLIC CHARITY TO PILOT AN HISTORIC LANDSCAPE 230,000
    RHODE ISLAND KIDS COUNT
    ONE UNION STATION
    PROVIDENCE,RI02903     		NONE PUBLIC CHARITY READING 45,000
    PUPPIES BEHIND BARS
    10 EAST 40TH STREET 19TH FLOOR
    NEW YORK,NY10016     		NONE PUBLIC CHARITY OPERATING - GENERAL 2,000
    RHODE ISLAND 4H CLUB
    51 TOURO STREET
    NEWPORT,RI02840     		NONE PUBLIC CHARITY H PROGRAMS 10,000
    RHODE ISLAND ARTS FOUNDATION AT NEWPORT INC
    850 AQUIDNECK AVENUE
    MIDDLETOWN,RI02842     		NONE PUBLIC CHARITY OPERATING GENERAL 5,000
    RHODE ISLAND COUNCIL FOR THE HUMANITIES
    131 WASHINGTON ST SUITE 210
    PROVIDENCE,RI02907     		NONE PUBLIC CHARITY NEWPORT CAMPAIGN FOR GRADE LEVEL READING 179,390
    RHODE ISLAND SCHOOL OF DESIGN
    2 COLLEGE STREET
    PROVIDENCE,RI02903     		NONE PUBLIC CHARITY LIBRARY - SEA CHANGE 51,264
    RI COMMUNITY FOOD BANK ASSOCIATION
    200 NIANTIC AVENUE
    PROVIDENCE,RI02907     		NONE PUBLIC CHARITY NEWPORT COUNTY PROGRAMS 80,000
    ROBERT POTTER LEAGUE FOR ANIMALS INC
    PO BOX 412
    NEWPORT,RI02840     		NONE PUBLIC CHARITY OPERATING - GENERAL 52,500
    SAILORS FOR THE SEA INC
    449 THAMES STREET 300D
    NEWPORT,RI02840     		NONE PUBLIC CHARITY OPERATING - GENERAL 2,500
    SALVE REGINA UNIVERSITY
    100 OCHRE POINT AVENUE
    NEWPORT,RI02840     		NONE PUBLIC CHARITY HISTORIC TREE & LANDSCAPE PROGRAM 500,000
    SAVE THE BAY INC
    100 SAVE THE BAY DRIVE
    PROVIDENCE,RI02905     		NONE PUBLIC CHARITY EXPLORATION CENTER 35,000
    SAIL TO PREVAIL
    86 THAMES STREET
    NEWPORT,RI02840     		NONE PUBLIC CHARITY AQUIDNECK ISLAND PROJECTS 25,000
    SOCIAL VENTURE PARTNERS RHODE ISLAND
    460 HARRIS AVENUE 303
    PROVIDENCE,RI02909     		NONE PUBLIC CHARITY ORGANIZATIONAL DEVELOPMENT 114,000
    ST ANDREWS EPISCOPAL CHURCH
    PO BOX 272
    BOCA GRANDE,FL33921     		NONE PUBLIC CHARITY OPERATING - GENERAL 2,000
    ST BERNARD'S SCHOOL
    4 EAST 98TH STREET
    NEW YORK,NY10029     		NONE PUBLIC CHARITY OPERATING - GENERAL 65,000
    ST COLUMBA - THE BERKELEY MEMORIAL CHAPEL
    55 VAUCLUSE AVENUE
    MIDDLETOWN,RI02842     		NONE PUBLIC CHARITY OPERATING - GENERAL 4,000
    ST GEORGE'S SCHOOL
    PO BOX 1910
    NEWPORT,RI02840     		NONE PUBLIC CHARITY OPERATING - GENERAL 10,000
    SECOND STAGE THEATER
    305 WEST 43RD
    NEW YORK,NY10036     		NONE PUBLIC CHARITY OPERATING GENERAL 2,500
    SIGNATURE THEATER COMPANY
    480 WEST 42ND STREET
    NEW YORK,NY10036     		NONE PUBLIC CHARITY OPERATING GENERAL 2,000
    STAR KIDS SCHOLARSHIP PROGRAM
    PO BOX 6214
    MIDDLETOWN,RI02842     		NONE PUBLIC CHARITY PROJECT - OUTCOME MEASUREMENT 16,875
    SKOWHEGAN SCHOOL OF PAINTING AND SCULPTURE
    136 WEST 22 STREET
    NEW YORK,NY10036     		NONE PUBLIC CHARITY OPERATING GENERAL 2,500
    STUDIO INCAMMINATI
    340 N 12TH STREET STE 400
    PHILADELPHIA,PA19107     		NONE PUBLIC CHARITY OPERATING - GENERAL 5,000
    TAFT SCHOOL
    110 WOODBURY ROAD
    WATERTOWN,CT06795     		NONE PUBLIC CHARITY OPERATING - GENERAL 25,000
    THE ISLAND SCHOOL
    PO BOX 1090
    BOCA GRANDE,FL33921     		NONE PUBLIC CHARITY OPERATING - GENERAL 10,000
    THE NEWPORT TREE SOCIETY
    PO BOX 863
    NEWPORT,RI02840     		NONE PUBLIC CHARITY OPEN SPACE MASTER PLAN 100,000
    THIRD SECTOR NEW ENGLAND INC
    89 SOUTH ST STE 700 LINCOLN PLAZA
    BOSTON,MA02111     		NONE PUBLIC CHARITY RI LAND TRUST MARKETING MATCHING PROGRAMS 68,930
    TRINITY CHURCH
    141 SPRING STREET
    NEWPORT,RI02840     		NONE PUBLIC CHARITY OPERATING - GENERAL 5,000
    THE WREXHAM FOUNDATION
    PO BOX 1913
    NEW HAVEN,CT06509     		NONE PUBLIC CHARITY OPERATING GENERAL 7,500
    TUSK USA INC
    525 E 89TH ST
    NEW YORK,NY10128     		NONE PUBLIC CHARITY PROGRAM SUPPORT 4,000
    TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
    210 SOUTH 34TH STREET
    PHILADELPHIA,PA19104     		NONE PUBLIC CHARITY OPERATING - GENERAL 127,500
    UNDERSEA SCIENCEENGINEERING FOUNDATION INC
    PO BOX 978
    PORTSMOUTH,RI02871     		NONE PUBLIC CHARITY EAST BAY MIDDLE SCHOOLS 9,950
    UNIVERSITY OF RHODE ISLAND FOUNDATION
    79 UPPER COLLEGE RD
    KINGSTON,RI02881     		NONE PUBLIC CHARITY RI SHELLFISH MANAGEMENT PLAN 187,155
    VNS OF NEWPORT & BRISTOL COUNTIES
    1184 EAST MAIN ROAD
    PORTSMOUTH,RI02871     		NONE PUBLIC CHARITY PROGRAM HOSPICE 49,400
    VNS OF NEWPORT & BRISTOL COUNTIES
    1184 EAST MAIN ROAD
    PORTSMOUTH,RI02871     		NONE PUBLIC CHARITY OPERATING - GENERAL 12,000
    WESLEYAN UNIVERSITY
    318 HIGH STREET
    MIDDLETOWN,CT06459     		NONE PUBLIC CHARITY ENDOWMENT SCHOLARSHIP 100,000
    UNIVERSITY OF VERMONT
    MAIN STREET
    BURLINGTON,VT05405     		NONE PUBLIC CHARITY OPERATING - GENERAL 2,500
    YALE UNIVERSITY
    PO BOX 2038
    NEW HAVEN,CT06521     		NONE PUBLIC CHARITY OPERATING - GENERAL 7,500
    ALLEN-CHASE FOUNDATIONEAGLEBROOK SCHOOL
    271 PINE NOOK ROAD
    DEERFIELD,MA01342     		NONE PUBLIC CHARITY OPERATING - GENERAL 25,000
    BRANDYWINE CONSERVANCY
    PO BOX 1419
    CHADDS FORD,PA19317     		NONE PUBLIC CHARITY OPERATING - GENERAL 2,500
    BROOKINGS INSTITUTE
    1775 MASSACHUSETTS AVE NW
    WASHINGTON,DC20036     		NONE PUBLIC CHARITY DEVELOPMENT 150,000
    BROOKS SCHOOL
    1160 GREAT POND ROAD
    NORTH ANDOVER,MA01845     		NONE PUBLIC CHARITY OPERATING - GENERAL 7,500
    BROOKS SCHOOL
    1160 GREAT POND ROAD
    NORTH ANDOVER,MA01845     		NONE PUBLIC CHARITY OPERATING - GENERAL 10,000
    BROWN UNIVERSTIY
    164 ANGELL STREET
    PROVIDENCE,RI02912     		NONE PUBLIC CHARITY COLLEGE ADVISING EDUCATION 20,726
    GENERATION CITIZEN
    245 WATERMAN STREET
    PROVIDENCE,RI02906     		NONE PUBLIC CHARITY SCHOOL IN NEWPORT 15,000
    LUCY'S HEARTH
    913 WEST MAIN ROAD
    MIDDLETOWN,RI02842     		NONE PUBLIC CHARITY CAPITAL BUILDING AND GROUNDS 400,000
    NEWPORT COUNTY DEVOLMENT COUNCIL
    35 VALLEY ROAD
    MIDDLETOWN,RI02842     		NONE PUBLIC CHARITY PROJECT - STEAM 75,000
    NEWPORT COUNTY WOMENS RESOURCE CENTER
    114 TOURO ST
    NEWPORT,RI02840     		NONE PUBLIC CHARITY PROGRAM - VICTIMS OF DOMESTIC VIOLENCE 25,000
    NEWPORT HOSPITAL
    11 FRIENDSHIP STREET
    NEWPORT,RI02840     		NONE PUBLIC CHARITY CAPITAL EQUIPMENT CT SCANNER 400,000
    NEWPORT PUBLIC LIBRARY
    300 SPRING STREET
    NEWPORT,RI02840     		NONE PUBLIC CHARITY OPERATING GENERAL 5,000
    NEWPORT PUBLIC SCHOOLS
    109 OLD FORT ROAD
    NEWPORT,RI02840     		NONE PUBLIC CHARITY PROGRAM - NAO ROBOTICS 21,600
    NEWPORT YMCA
    792 VALLEY ROAD
    MIDDLETOWN,RI02840     		NONE PUBLIC CHARITY FINANCIAL SYSTEMS ENHANCMENTS 18,050
    NEWPORT YMCA
    792 VALLEY ROAD
    MIDDLETOWN,RI02840     		NONE PUBLIC CHARITY CHILDRENS HEALTH COLLABORATIVE 15,000
    CITY OF NEWPORT
    43 BROADWAY
    NEWPORT,RI02840     		NONE PUBLIC CHARITY HISTORIC COASTAL COMMUNICATIONS AND FLOOD 7,500
    THE ROSE ISLAND LIGHTHOUSE
    PO BOX 1419
    NEWPORT,RI02840     		NONE PUBLIC CHARITY CAPITAL RESTORATION 65,000
    TRUSTEES OF PHILLIPS ACADEMY
    180 MAIN STREET
    ANDOVER,MA01810     		NONE PUBLIC CHARITY ANDOVER-PHILLIPS ACADEMY OPERATING/PROGRAMS 100,000
    NEWPORT HOSPITAL
    11 FRIENDSHIP STREET
    NEWPORT,RI02840     		NONE PUBLIC CHARITY OPERATING - GENERAL 5,000
    Total .................................bullet 3a 6,527,994
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........     		         
    4 Dividends and interest from securities....     14 2,869,434  
    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.....     14 206,835  
    8
    Gain or (loss) from sales of assets other than inventory ............     		    18 8,949,854  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 12,026,123 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    1312,026,123
    (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
    VAN BEUREN CHARITABLE FOUNDATION INC
    C/O BRANDYWINE GROUP ADV (PTS) INC
    Employer identification number

    22-2773769
    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
    VAN BEUREN CHARITABLE FOUNDATION INC
    C/O BRANDYWINE GROUP ADV (PTS) INC         		Employer identification number
    22-2773769
    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
    VAN BEUREN CLAT A
     

       
    C/O BGAPTS 501 MADISON AVE 17FL
     
    NEW YORK, NY10022

    		$ 1,027,354


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    VAN BEUREN CHARITABLE LEAD ANNUITY TRUST
     

       
    C/O BGAPTS 501 MADISON AVE 17FL
     
    NEW YORK, NY10022

    		$ 361,796


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    VAN BEUREN CHARITABLE LEAD ANNUITY TRUST
     

       
    C/O BGAPTS 501 MADISON AVE 17FL
     
    NEW YORK, NY10022

    		$ 2,458,983


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

       
    C/O BGAPTS 501 MADISON AVE 17FL
     
    NEW YORK, NY10022

    		$ 614,138


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    JAVB 2008 CLAT
     

       
    C/O BGAPTS 501 MADISON AVE 17FL
     
    NEW YORK, NY10022

    		$ 2,394,237


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
    JAVB 2008 CLAT
     

       
    C/O BGAPTS 501 MADISON AVE 17FL
     
    NEW YORK, NY10022

    		$ 1,370,516


    (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
    VAN BEUREN CHARITABLE FOUNDATION INC
    C/O BRANDYWINE GROUP ADV (PTS) INC         		Employer identification number

    22-2773769
    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
    3
    		 51,551 SHS MSVT-CAMPBELL SOUP CO $ 2,458,983 2015-02-09
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    4
    		 12,875 SHS MSVT-CAMPBELL SOUP CO $ 614,138 2015-02-09
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    6
    		 28,732 SHS MSVT-CAMPBELL SOUP CO $ 1,370,516 2015-02-09
    (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
    VAN BEUREN CHARITABLE FOUNDATION INC
    C/O BRANDYWINE GROUP ADV (PTS) INC         		Employer identification number

    22-2773769
    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:
    VAN BEUREN CHARITABLE FOUNDATION INC
     
    C/O BRANDYWINE GROUP ADV (PTS) INC
    EIN:
    22-2773769
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 62,323 62,323   0

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

    TY 2015 ExpenditureResponsibilityStmt
    Name:
    VAN BEUREN CHARITABLE FOUNDATION INC
     
    C/O BRANDYWINE GROUP ADV (PTS) INC
    EIN:
    22-2773769
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    QUEEN ANNE SQUARE MAINTENANCE TRUST
          		51 TOURO STREET
    NEWPORT,RI02840     		2014-10-01 250,000 TO SUPPORT THE ESTABLISHMENT OF THE QUEEN ANNE SQUARE MAINTENANCE ENDOWMENT FUND.   NONE 03/23/16, 04/15/16 2016-04-15 NO INDEPENDENT VERIFICATION OF ANY REPORTS WILL BE MADE UNLESS THERE IS REASONABLE CAUSE TO QUESTION THE RELIABILITY OF SUCH REPORTS

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    VAN BEUREN CHARITABLE FOUNDATION INC
     
    C/O BRANDYWINE GROUP ADV (PTS) INC
    EIN:
    22-2773769
    Name of Bond End of Year Book Value End of Year Fair Market Value
    FIXED INCOME OBLIGATIONS 10,353,422 10,353,422

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    VAN BEUREN CHARITABLE FOUNDATION INC
     
    C/O BRANDYWINE GROUP ADV (PTS) INC
    EIN:
    22-2773769
    Name of Stock End of Year Book Value End of Year Fair Market Value
    MARKETABLE SECURITIES 77,464,293 77,464,293

    TY 2015 InvestmentsOtherSchedule2
    Name:
    VAN BEUREN CHARITABLE FOUNDATION INC
     
    C/O BRANDYWINE GROUP ADV (PTS) INC
    EIN:
    22-2773769
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BENEFICIAL INTEREST IN CLAT AT COST 64,456,871 64,456,871
    LIMITED PARTNERSHIPS AT COST 65,053,804 65,053,804

    TY 2015 LegalFeesSchedule
    Name:
    VAN BEUREN CHARITABLE FOUNDATION INC
     
    C/O BRANDYWINE GROUP ADV (PTS) INC
    EIN:
    22-2773769
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 22,672 15,115   7,557


    TY 2015 OtherAssetsSchedule
    Name:
    VAN BEUREN CHARITABLE FOUNDATION INC
     
    C/O BRANDYWINE GROUP ADV (PTS) INC
    EIN:
    22-2773769
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    INCOME RECEIVABLE 217,132 194,781 194,781
    SECURITY DEPOSIT/PREPAID EXP 7,399 7,479 7,479
    PREPAID EXCISE TAX 133,997 178,333 178,333


    TY 2015 OtherDecreasesSchedule
    Name:
    VAN BEUREN CHARITABLE FOUNDATION INC
     
    C/O BRANDYWINE GROUP ADV (PTS) INC
    EIN:
    22-2773769
    Description Amount
    CHANGE IN MARKET VALUE OF SECURITIES 11,072,578
    CHANGE IN BENEFICIAL INTEREST IN CLAT 6,801,849


    TY 2015 OtherExpensesSchedule
    Name:
    VAN BEUREN CHARITABLE FOUNDATION INC
     
    C/O BRANDYWINE GROUP ADV (PTS) INC
    EIN:
    22-2773769
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE OPERATING EXPENSE 59,238 0   59,238
    FILING FEES 72 48   24
    INSURANCE 5,917 1,972   3,945
    NON DEDUCTIBLE EXP THRU PARTNERSHIP 15,128 0   0
    TRAINING 22,585 0   22,585
    COMMUNITY EVENTS 6,359 0   6,359
    SPECIAL INITIATIVES 110,235 0   110,235
    CONSULTING 73,572 0   73,572


    TY 2015 OtherIncomeSchedule2
    Name:
    VAN BEUREN CHARITABLE FOUNDATION INC
     
    C/O BRANDYWINE GROUP ADV (PTS) INC
    EIN:
    22-2773769
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ORD INCOME (LOSS) THRU PARTNERSHIPS 206,835 206,835 206,835


    TY 2015 OtherIncreasesSchedule
    Name:
    VAN BEUREN CHARITABLE FOUNDATION INC
     
    C/O BRANDYWINE GROUP ADV (PTS) INC
    EIN:
    22-2773769
    Description Amount
    PRIOR AUDIT ADJUSTMENT TO BEGINNING FUND BALANCE 17


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    VAN BEUREN CHARITABLE FOUNDATION INC
     
    C/O BRANDYWINE GROUP ADV (PTS) INC
    EIN:
    22-2773769
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT SERVICES 1,026,620 1,026,620   0


    TY 2015 TaxesSchedule
    Name:
    VAN BEUREN CHARITABLE FOUNDATION INC
     
    C/O BRANDYWINE GROUP ADV (PTS) INC
    EIN:
    22-2773769
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 145,664 0   0
    PAYROLL TAXES 24,819 0   24,819
    UNRELATED BUSINESS TAXES 48,674 0   0