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
Atwood Foundation Inc
 
Number and street (or P.O. box number if mail is not delivered to street address)301 W Northern Lights Blvd No 412
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Anchorage, AK99503
A Employer identification number

92-6002571
B Telephone number (see instructions)

(907) 274-4900
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$33,376,138J 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) 33
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 157 157  
4 Dividends and interest from securities... 758,980 758,257  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 810,857
b Gross sales price for all assets on line 6a 3,738,043
7 Capital gain net income (from Part IV, line 2)... 1,437,430
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 453,595 221,651  
12 Total. Add lines 1 through 11........ 2,023,622 2,417,495  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 452 0   452
b Accounting fees (attach schedule)....... Click to see attachment 15,730 12,584   3,096
c Other professional fees (attach schedule).... Click to see attachment 468,412 406,667   52,250
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 46,785 8,597   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 1,195 0  
20 Occupancy.............. 23,488 0   23,435
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 39,620 25,573   13,989
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 595,682 453,421   93,222
25 Contributions, gifts, grants paid....... 1,383,908 1,410,008
26 Total expenses and disbursements. Add lines 24 and 25 1,979,590 453,421   1,503,230
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 44,032
b Net investment income (if negative, enter -0-) 1,964,074
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......... 2,604,791 1,976,074 1,976,074
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)....... 11,005,513 Click to see attachment10,423,117 10,423,117
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).......... 20,126,512 Click to see attachment20,947,310 20,947,310
14 Land, buildings, and equipment: basis bullet22,422
Less: accumulated depreciation (attach schedule) bullet9,342 14,276 Click to see attachment13,080 13,080
15 Other assets (describe bullet) Click to see attachment16,557 Click to see attachment16,557 Click to see attachment16,557
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 33,767,649 33,376,138 33,376,138
Liabilities 17 Accounts payable and accrued expenses.......... 269 5,139
18 Grants payable.................. 46,100 20,000
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)......... 46,369 25,139
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 33,721,280 33,350,999
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 33,721,280 33,350,999
31 Total liabilities and net assets/fund balances (see instructions). 33,767,649 33,376,138
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
33,721,280
2
Enter amount from Part I, line 27a .....................
2
44,032
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
33,765,312
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
414,313
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
33,350,999
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 Wells Fargo Harris 3700 P   2015-12-31
b Wells Fargo Custody 2600 P   2015-12-31
c Alternative Investments P   2015-12-31
d Capital Gains Dividends P    
e
(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 2,664,074   2,287,414 376,660
b 12,171   13,199 -1,028
c 1,056,008     1,056,008
d 5,790     5,790
e
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       376,660
b       -1,028
c       1,056,008
d       5,790
e
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 1,437,430
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 1,326,249 32,098,703 0.041318
2013 1,771,767 28,144,968 0.062951
2012 1,028,852 24,295,246 0.042348
2011 1,275,894 22,490,524 0.056730
2010 1,102,727 21,694,066 0.050831
2
Total of line 1, column (d) .....................
20.254178
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
0.050836
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
33,318,116
5
Multiply line 4 by line 3......................
5
1,693,760
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
19,641
7
Add lines 5 and 6........................
7
1,713,401
8
Enter qualifying distributions from Part XII, line 4.............
8
1,503,230
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 39,281
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 39,281
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 39,281
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 60,525
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 20,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 80,525
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 158
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 41,086
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet41,086 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)
    bulletAK
    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 addressbulletWWW.ATWOODFOUNDATION.ORG
    14
    The books are in care ofbulletLatash Investments LLC Telephone no.bullet (907) 743-2800

    Located atbullet301 W Northern Lights Blvd 412AnchorageAK ZIP+4bullet99503
    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
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    EDWARD RASMUSON Chairman
    1.50     		0 0 0
    301 W Northern Lights Blvd 412
    Anchorage,AK99503
    David Tobin vice chairman
    0.50     		0 0 0
    301 W Northern Lights Blvd 412
    anchorage,AK99503
    nancy harbour treasurer
    1.50     		0 0 0
    301 W Northern Lights Blvd 412
    anchorage,AK99503
    carolyn heyman-layne SECRETARY
    0.50     		0 0 0
    301 W Northern Lights Blvd 412
    anchorage,AK99503
    GLORIA ALLEN director
    0.50     		0 0 0
    301 W Northern Lights Blvd 412
    anchorage,AK99503
    maria downey DIREctor
    0.50     		0 0 0
    301 W Northern Lights Blvd 412
    anchorage,AK99503
    NATASHA VON IMHOF DIRECTOR
    0.50     		0 0 0
    301 W Northern Lights Blvd 412
    anchorage,AK99503
    IRA PERMAN EXECUTIVE DIRECTOR
    15.00     		52,250 0 0
    301 W Northern Lights Blvd 412
    ANChorage,AK99503
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    LATASH INVESTMENTS LLC investment/GRANTS management 156,202
    301 W Northern Lights Blvd 412
    anchorage,AK99503
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    19,724,249
    b
    Average of monthly cash balances.......................
    1b
    2,057,384
    c
    Fair market value of all other assets (see instructions)................
    1c
    12,043,865
    d
    Total (add lines 1a, b, and c).........................
    1d
    33,825,498
    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
    33,825,498
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    507,382
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    33,318,116
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,665,906
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    1,665,906
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    39,281
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
    826
    c
    Add lines 2a and 2b............................
    2c
    40,107
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,625,799
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,625,799
    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
    1,625,799
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,503,230
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    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
    1,503,230
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,503,230
    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 1,625,799
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011...... 154,515
    c From 2012......  
    d From 2013...... 399,759
    e From 2014......  
    fTotal of lines 3a through e........ 554,274
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 1,503,230
    a Applied to 2014, but not more than line 2a 0
    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..... 1,503,230
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2015. 122,569 122,569
    (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 5 431,705
    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 ..........     		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) .......     		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 ......     		431,705
    10 Analysis of line 9:
    a Excess from 2011.... 31,946
    b Excess from 2012....  
    c Excess from 2013.... 399,759
    d Excess from 2014....  
    e Excess from 2015....  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    ATWOOD FOUNDATION ATTN IRA PERMAN
    301 w northern lights blvD 440
    anchorage,AK99503
    (907) 274-4900
    bThe form in which applications should be submitted and information and materials they should include:
    Written request stating needs
    cAny submission deadlines:
    december 31 annually
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    tax-exempt charitable organizations, Alaskan organizations preferred
    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
    Alaska Association of Historic Preservation
    PO Box 102205
    Anchorage,AK99510     		  PC Reroofing and Hazmat for Launch Control Building 15,000
    Alaska AIDS Assistance Association
    1057 Fireweed LN Ste 102
    Anchorage,AK99503     		  PC World AIDS Day Event 3,000
    Alaska Arts & Culture Foundation
    PO Box 101883
    Anchorage,AK99510     		  PC Alaska Arts and Culture Conference 5,000
    Alaska Botanical Garden Inc
    4601 Campbell Airstrip Rd
    Anchorage,AK99507     		  PC Anchorage Heritage Garden, an Anchorage Centennial project 15,000
    Alaska Center for the Performing Arts
    621 W 6th Ave
    Anchorage,AK99501     		  PC Steinway Concert Grand Model D piano 30,000
    Alaska Chamber Singers
    PO Box 102055
    Anchorage,AK99510     		  PC Production support 8,000
    Alaska Community Foundation
    3201 C St Ste 110
    Anchorage,AK99503     		  PC Arts supplies for public school classrooms 5,000
    Alaska Community Foundation
    3201 C St Ste 110
    Anchorage,AK99503     		  PC Marketing efforts of Pick Click Give 10,000
    Alaska Dance Theatre
    550 East 33rd Ave
    Anchorage,AK99503     		  PC Production support 15,000
    Alaska Humanities Forum
    161 E 1st Ave
    Anchorage,AK99501     		  PC Leadership Anchorage Program 5,000
    Alaska Junior Theater
    430 W 7th Ave Ste 30
    Anchorage,AK99501     		  PC Bus Transportation 40,000
    Alaska Museum of Science and Nature
    201 N Bragaw St
    Anchorage,AK99508     		  PC Education Director 10,000
    Alaska Native Heritage Center
    8800 Heritage Center Dr
    Anchorage,AK99504     		  PC Creation and marketing costs of SPIRIT 20,000
    Alaska Pacific University
    4101 University Dr
    Anchorage,AK99508     		  PC Atwood Distinguished Scholars Program 200,000
    Alaska Public Telecommunications Inc
    3877 University Dr
    Anchorage,AK99515     		  PC Expand local and state news and issues coverage 15,000
    Alaska School Activities Association
    4048 Laurel St Ste 203
    Anchorage,AK99507     		  PC Support Festivals 10,000
    Alaska String Camps Inc
    PO Box 770057
    Eagle River,AK99577     		  PC Operational Support 1,500
    Alaska Theatre of Youth Group
    PO Box 101212
    Anchorage,AK99510     		  PC Scholarships to ATY's Summer theatre program 5,000
    Alaska Wildlife Conservation Center
    PO Box 949
    Girdwood,AK99587     		  PC Bison Hall visitor center 10,000
    Alaska World Affairs Council
    406 G St Ste 207
    Anchorage,AK99501     		  PC Membership support 2,500
    Alaska Youth Orchestras
    PO Box 240541
    Anchorage,AK99524     		  PC Chamber Music Immersion project 5,000
    Alaska Zoo
    4731 OMalley Rd
    Anchorage,AK99507     		  PC Polar Bear Transition Center 12,500
    Anchorage Classical Ballet Academy
    501 W Intl Airport Rd 22
    Anchorage,AK99518     		  PC Operational Support 7,000
    Anchorage Community Concert Band
    PO Box 140615
    Anchorage,AK99514     		  PC Operational Support 4,000
    Anchorage Community Land Trust
    161 Klevin St Ste 204
    Anchorage,AK99508     		  PC Public art works for Mountain View 10,000
    Anchorage Community Theatre
    1133 E 70th Ave
    Anchorage,AK99518     		  PC Support Spring and Fall Productions 10,000
    Anchorage Concert Association
    430 W 7th Ave Ste 200
    Anchorage,AK99501     		  PC Support Community Engagement activities 40,000
    Anchorage Concert Chorus
    PO Box 100364
    Anchorage,AK99510     		  PC Production costs 10,000
    Anchorage Fairs and Festivals
    1100 E 3rd Ave
    Anchorage,AK99501     		  PC Production costs 15,000
    Anchorage Fairs and Festivals
    1100 E 3rd Ave
    Anchorage,AK99501     		  PC Support hospitality functions 5,000
    Anchorage Festival of Music
    PO Box 100272
    Anchorage,AK99510     		  PC Performance Costs 5,000
    Anchorage Fine Arts Society
    6910 Catine Cir
    Anchorage,AK99507     		  PC Anchorage Chamber Music Festival's Summer Intensive 5,000
    Anchorage International Film Festival
    1231 W Northern Lights Blvd 844
    Anchorage,AK99503     		  PC Travel costs 2,500
    Anchorage Montessori School
    5001 Northwood Dr
    Anchorage,AK99517     		  PC Ceramic tile mural support 1,600
    Anchorage Museum Association
    625 C St
    Anchorage,AK99501     		  PC Educational program support and exhibits 100,000
    Anchorage Museum Association
    625 C St
    Anchorage,AK99501     		  PC Art Installation at the Dena'ina Center 10,000
    Anchorage Opera Society
    1507 Spar Ave
    Anchorage,AK99501     		  PC Operational Support 50,000
    Anchorage Opera Society
    1507 Spar Ave
    Anchorage,AK99501     		  PC Operational Support 55,750
    Anchorage Parks Foundation
    3201 C St Ste 110
    Anchorage,AK99503     		  PC Northern Placemaking art project 20,000
    Anchorage Parks Foundation
    3201 C St Ste 110
    Anchorage,AK99503     		  PC 100 Stone placemaking project 5,000
    Anchorage Symphony Orchestra
    400 D St Ste 230
    Anchorage,AK99501     		  PC Operational Support 50,000
    Anchorage Woman's Club
    PO Box 100273
    Anchorage,AK99510     		  PC Restoration of Anchorage Pioneer School House 10,000
    Arts on the Edge
    3955 Westwood Dr
    Anchorage,AK99517     		  PC Hiland Mt Correctional Center Women's Orchestra support 6,000
    Asian Alaskan Cultural Center
    PO Box 243032
    Anchorage,AK99524     		  PC Transportation costs and production expenses for Asian Culture Night 10,000
    Best Beginnings
    3350 Commercial Dr 104A
    Anchorage,AK99501     		  PC Operational Support 10,000
    Content Producers Guild
    7131 Chester Ct
    Anchorage,AK99504     		  PC Alaska Press Club's April 2015 Journalism Week support 11,100
    Content Producers Guild
    7131 Chester Ct
    Anchorage,AK99504     		  PC Story Works Alaska's volunteer recruitment and training program support 4,000
    Cook Inlet Historical Society
    625 C St
    Anchorage,AK99501     		  PC Anchorage Museum for CIHS' "Legends and Legacies" project 15,000
    Covenant House of Alaska
    PO Box 100620
    Anchorage,AK99510     		  PC Operational Support 6,000
    Cyrano's Theater Company
    411 D St
    Anchorage,AK99501     		  PC Administrative support position 25,000
    Cyrano's Theater Company
    411 D St
    Anchorage,AK99501     		  PC Operational Support 20,000
    Engine 557 Restoration Company
    PO Box 875360
    Wasilla,AK99687     		  PC Alaska Railroad World War II vintage steam locomotive restoration 5,000
    Girls Rock Camp Alaska
    PO Box 231232
    Anchorage,AK99523     		  PC Operational Support 5,000
    Hmong Center of Alaska
    PO Box 146022
    Anchorage,AK99514     		  PC Hmong Alaska Traditional New Year Celebration 5,000
    Japanese American Citizens League - Alaska
    3415 Wentworth St
    Anchorage,AK99508     		  PC Travel support 1,558
    Koahnic Broadcast Company
    3600 San Jeronimo Dr 480
    Anchorage,AK99508     		  PC Alaska Native Artists and artistic and cultural practices support 10,000
    Mabel T Caverly Senior Center
    911 W 8th Ave Ste 104
    Anchorage,AK99501     		  PC Operational Support 5,000
    Northern Culture Exchange
    645 G St Ste 100-866
    Anchorage,AK99501     		  PC Spenard Jazz Festival 5,000
    Perseverance Theater Inc
    914 Third St
    Douglas,AK99824     		  PC Operational Support 45,000
    Pulse Dance Company
    2400 East Tudor Rd 2422
    Anchorage,AK99504     		  PC production and marketing support 5,000
    Sitka Summer Music Festival
    PO Box 3333
    Sitka,AK99835     		  PC Operational Support 12,000
    Spirit Of Youth
    15th Ave Ste 103
    Anchorage,AK99501     		  PC ATMI's Story Works Alaska programming support 10,000
    The Salvation Army
    143 E 9th Ave
    Anchorage,AK99501     		  PC to support scholarships to its music and arts camp 10,000
    Trailer Arts Center
    349 East Ship Creek Ave
    Anchorage,AK99501     		  PC Chamber Music Immersion project 15,000
    Trailer Arts Center
    349 East Ship Creek Ave
    Anchorage,AK99501     		  PC Operational Support 9,000
    UAA Center for Community Engagement & Learning
    3211 Providence Dr
    Anchorage,AK99508     		  PC UAA Student Philanthropy Project 2,000
    University of Alaska Foundation
    1815 Bragaw St Ste 203
    Anchorage,AK99508     		  PC Atwood Chair of Journalism support 200,000
    University of Alaska Foundation
    1815 Bragaw St Ste 203
    Anchorage,AK99508     		  PC Atwood Chair of Journalism support 50,000
    University of Alaska Foundation
    1815 Bragaw St Ste 203
    Anchorage,AK99508     		  PC Elaine Atwood Journalism Scholarship 10,000
    University of Alaska Foundation
    1815 Bragaw St Ste 203
    Anchorage,AK99508     		  PC UAA Seawolf Debates' Alaska Fiscal Future Debate project 40,000
    Total .................................bullet 3a 1,410,008
    bApproved for future payment
    Alaska Museum Foundation
    625 C St
    Anchorage,AK99501     		  PC Education Programs 5,000
    Alaska Zoo
    4731 OMalley Rd
    Anchorage,AK99507     		  PC Polar Bear Transition Center 25,000
    Northern Culture Exchange
    645 G St Ste 100-866
    Anchorage,AK99501     		  PC Spenard Jazz Festival 5,000
    University of Alaska Foundation
    1815 Bragaw St Ste 203
    Anchorage,AK99508     		  PC Journalism Chair Endowment 800,000
    Total .................................bullet 3b 835,000
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........     		    14 157  
    4 Dividends and interest from securities.... 523000 723 14 758,257  
    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..... 523000 25,242 14 428,353  
    8
    Gain or (loss) from sales of assets other than inventory ............     		523000 9,973 18 800,884  
    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).. 35,938 1,987,651 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    132,023,589
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

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

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    Atwood Foundation Inc
    EIN:
    92-6002571
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting fees 15,730 12,584   3,096

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

    TY 2015 DepreciationSchedule
    Name:
    Atwood Foundation Inc
    EIN:
    92-6002571
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    FURNITURE AND IMPROVEMENTS   22,422 9,342   0 % 0 0    

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    Atwood Foundation Inc
    EIN:
    92-6002571
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Various US Equity Holdings 3,511,545 3,511,545
    Harris and Associates 6,088,431 6,088,431
    Primecap Odyssey Growth Fund 628,436 628,436
    Dodge and Cox International 194,705 194,705

    TY 2015 InvestmentsOtherSchedule2
    Name:
    Atwood Foundation Inc
    EIN:
    92-6002571
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Hillcrest CDO I Ltd FMV 25 25
    Solstice ABS CDO III FMV 625 625
    ABRY Advanced Securities Fund III LP FMV 197,108 197,108
    ABRY Partners VIII LP FMV 200,478 200,478
    Darwin Venture Capital Fund of Funds FMV 832,678 832,678
    Darwin Venture Capital Fund of Funds II FMV 2,839,335 2,839,335
    EnCap Energy Capital Fund V & VI LP FMV 90,217 90,217
    EnCap Energy Capital Fund VII LP FMV 181,479 181,479
    EnCap Energy Capital Fund VIII LP FMV 571,461 571,461
    EnCap Energy Capital Fund IX LP FMV 551,379 551,379
    EnCap Energy Capital Fund X LP FMV 60,652 60,652
    EnCap Flatrock Midstream II FMV 507,252 507,252
    EnCap Flatrock Midstream III FMV 53,523 53,523
    Guggenheim Aviation Partners II FMV 5,364 5,364
    Inventus Capital Management II FMV 217,162 217,162
    LS Power Equity Partners I PIE LP FMV 6,411 6,411
    LS Power Equity Partners II PIE LP FMV 328,910 328,910
    LS Power Equity Partners III FMV 288,974 288,974
    Mesa Del Oso FMV 1,500 1,500
    New Vernon India (Cayman) Fund II LP FMV 1,435,168 1,435,168
    Precision Capital Special Opportunities Fund II FMV 108,143 108,143
    Precision Capital Special Opportunities Fund III FMV 181,901 181,901
    Precision Capital Special Opportunities Fund IV FMV 246,827 246,827
    Precision Capital Special Opportunities Fund V FMV 159,110 159,110
    Swanson River FMV 125,000 125,000
    Teppco Crude Oil FMV 15,000 15,000
    Tierra Antigua FMV 2,000 2,000
    Wicks Communications & Media III FMV 166,630 166,630
    Carmel Partners Investment Fund I FMV 932 932
    Carmel Partners Investment Fund II FMV 97,649 97,649
    Carmel Partners Investment Fund III FMV 448,172 448,172
    Carmel Partners Investment Fund IV FMV 606,564 606,564
    Carmel Partners Investment Fund V FMV 63,014 63,014
    Cerberus Institutional Real Estate (Blackacre) FMV 11,061 11,061
    Cerberus Institutional Real Estate II FMV 99,520 99,520
    Cerberus Institutional Real Estate III FMV 593,494 593,494
    Cerberus Institutional Real Estate IV FMV 67,521 67,521
    Shorenstein SRI VII REIT FMV 52,294 52,294
    Shorenstein SRI VIII REIT FMV 262,171 262,171
    Shorenstein SRI IX REIT FMV 178,089 178,089
    INTECH Risk Managed FMV 4,170,428 4,170,428
    Pinnacle Equity Fund FMV 782,005 782,005
    Pinnacle International FMV 2,452,518 2,452,518
    TCW Worldwide Opportunity Fund FMV 1,687,566 1,687,566

    TY 2015 LandEtcSchedule2
    Name:
    Atwood Foundation Inc
    EIN:
    92-6002571
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    FURNITURE AND IMPROVEMENTS 22,422 9,342 13,080 13,080


    TY 2015 LegalFeesSchedule
    Name:
    Atwood Foundation Inc
    EIN:
    92-6002571
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 452 0   452


    TY 2015 OtherAssetsSchedule
    Name:
    Atwood Foundation Inc
    EIN:
    92-6002571
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ART 14,610 14,610 14,610
    SECURITY DEPOSIT 1,947 1,947 1,947


    TY 2015 OtherDecreasesSchedule
    Name:
    Atwood Foundation Inc
    EIN:
    92-6002571
    Description Amount
    UNREALIZED GAIN/LOSS 414,313


    TY 2015 OtherExpensesSchedule
    Name:
    Atwood Foundation Inc
    EIN:
    92-6002571
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    office expense 1,453 0   2,140
    insurance 4,531 0   4,531
    bank fees 25,664 25,573   91
    dues and subscriptions 1,089 0   4,212
    other 6,883 0   3,015


    TY 2015 OtherIncomeSchedule2
    Name:
    Atwood Foundation Inc
    EIN:
    92-6002571
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ALTERNATIVE INVESTMENTS 453,595 221,651 453,595


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    Atwood Foundation Inc
    EIN:
    92-6002571
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment management 198,227 198,227   0
    grant administration 57,000 0   52,250
    PASSTHROUGH INVESTMENT EXPENSES 213,185 208,440   0


    TY 2015 TaxesSchedule
    Name:
    Atwood Foundation Inc
    EIN:
    92-6002571
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    excise tax 46,785 0   0
    foreign tax 0 8,597   0