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
Don and Roy Splawn Charitable Foundation West
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

94-3276752
B Telephone number (see instructions)

(800) 839-1754
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$4,934,468J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 49 49  
4 Dividends and interest from securities... 8,957 8,957  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 144,900
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 144,900
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 132,616 130,469  
12 Total. Add lines 1 through 11........ 286,522 284,375  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 36,000     36,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 26,291 26,291    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,600      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 4,785     4,785
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 53,400 15,750   37,650
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 124,076 42,041   78,435
25 Contributions, gifts, grants paid....... 172,000 172,000
26 Total expenses and disbursements. Add lines 24 and 25 296,076 42,041   250,435
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -9,554
b Net investment income (if negative, enter -0-) 242,334
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......... 277,405 359,187 359,187
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)....... 114,893 Click to see attachment114,892 262,832
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).......... 4,101,353 Click to see attachment4,013,018 4,312,449
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,493,651 4,487,097 4,934,468
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 4,493,651 4,487,097
30 Total net assets or fund balances (see instructions)..... 4,493,651 4,487,097
31 Total liabilities and net assets/fund balances (see instructions). 4,493,651 4,487,097
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
4,493,651
2
Enter amount from Part I, line 27a .....................
2
-9,554
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
3,000
4
Add lines 1, 2, and 3 ..........................
4
4,487,097
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
4,487,097
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 Passthrough K1 Capital Gain      
b
c
d
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       144,900
b
c
d
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        
b
c
d
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 2 144,900
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 252,967 5,088,595 0.049713
2013 212,787 5,202,736 0.040899
2012 207,032 4,485,742 0.046153
2011 211,488 4,251,899 0.04974
2010 221,430 4,545,480 0.048714
2
Total of line 1, column (d) .....................
20.235219
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
0.047044
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
4,834,353
5
Multiply line 4 by line 3......................
5
227,427
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
2,423
7
Add lines 5 and 6........................
7
229,850
8
Enter qualifying distributions from Part XII, line 4.............
8
250,435
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 2,423
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 2,423
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,423
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 7,549
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 877
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,426
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 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 6,003
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet3,000 RefundedBullet 11 3,003
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    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 addressbullet  
    14
    The books are in care ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    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
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    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
    Natalie Yee VP / Dir / Executive Dir / Sec
    10.0     		36,000 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Phillips Yee Pres / Dir / Treas
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    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
     
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    280,468
    b
    Average of monthly cash balances.......................
    1b
    315,056
    c
    Fair market value of all other assets (see instructions)................
    1c
    4,312,449
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,907,973
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    4,907,973
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    73,620
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,834,353
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    241,718
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    241,718
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    2,423
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,423
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    239,295
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    3,000
    5
    Add lines 3 and 4............................
    5
    242,295
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    242,295
    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
    250,435
    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
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    250,435
    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
    2,423
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    248,012
    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 7 242,295
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 249,433
    b Total for prior years:2013, 2012, 2011  
    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........  
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 250,435
    a Applied to 2014, but not more than line 2a 249,433
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2015 distributable amount..... 1,002
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2015.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		241,293
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		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.... 0
    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).)
    NONE
    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
    A Feceu
    260 Aldrich Hall
    Irvine,CA92617     		NONE I Scholarship Grant 1,750
    A Savala
    5521 Vineyard Point CT
    Salida,CA95368     		NONE I Scholarship Grant 1,750
    A Novelo
    10 college parkway
    Folsom,CA95630     		NONE I Scholarship Grant 1,000
    A Clausell
    1570 baltimore pike
    po box 197
    lincoln university,PA19352     		NONE I Scholarship Grant 750
    A Hutchins
    349 Pine Tree Rd
    Ithaca,NY14850     		NONE I Scholarship Grant 750
    A Springer
    355 Granite Avenue 1135
    Artaca,CA95521     		NONE I Scholarship Grant 500
    A Ross
    4418 Mapleplain Avenue
    Elk Grove,CA95758     		NONE I Scholarship Grant 750
    A Alonzo
    1801 East Cotati Avenue
    Rohnert Park,CA94928     		NONE I Scholarship Grant 750
    A Granato
    600 Maple Street
    Livermore,CA94550     		NONE I Scholarship Grant 1,000
    A Alex
    410 Charles E Young Drive East
    Los Angeles,CA90095     		NONE I Scholarship Grant 1,500
    A Carducci
    1223 E Cherry St
    Seattle,WA98122     		NONE I Scholarship Grant 1,750
    A Spring
    1501 Mendacino Ave
    Santa Rosa,CA94952     		NONE I Scholarship Grant 500
    A Zeng
    1 Grand Avenue
    San Luis Obispo,CA93407     		NONE I Scholarship Grant 2,000
    A Mitchell
    One Shield Avenue
    Davis,CA95616     		NONE I Scholarship Grant 750
    A Santiago
    2323 Shasta Drive
    Davis,CA95616     		NONE I Scholarship Grant 1,750
    A Bell
    1600 Holloway Avenue
    San Francisco,CA94132     		NONE I Scholarship Grant 750
    A Sanchez
    5000 MacArthur Blvd
    Oakland,CA94613     		NONE I Scholarship Grant 2,000
    A Edwards
    9699 Coney Island Cir
    Elk Grove,CA95758     		NONE I Scholarship Grant 750
    A Munoz
    1140 W Mission Rd
    San Marcos,CA92069     		NONE I Scholarship Grant 500
    A Lamas
    411 North Central Avenue
    Phoenix,AZ85004     		NONE I Scholarship Grant 750
    ASSOCIATION OF SMALL FOUNDATIONS DBA EXPONENT PHIL
    1720 N ST NW
    WASHINGTON,DC20036     		N/A PC General & Unrestricted 500
    B Rapley
    1545 Bluebell CT
    Livermore,CA94551     		NONE I Scholarship Grant 1,500
    B Vang
    1800 Buhach Rd
    Atwater,CA95301     		NONE I Scholarship Grant 1,000
    B Chung
    1023 MacArthur Blvd
    Oakland,CA94610     		NONE I Scholarship Grant 750
    B Torres-Hernandez
    1600 Holloway Ave
    San Francisco,CA94132     		NONE I Scholarship Grant 500
    B Martinez
    5055 Santa Teresa Blvd
    Gilroy,CA95020     		NONE I Scholarship Grant 500
    B Chao
    1250 23rd Street
    Richmond,CA94804     		NONE I Scholarship Grant 750
    C Windsor
    1801 East Cotati Avenue
    Rohnert Park,CA94928     		NONE I Scholarship Grant 2,000
    C Clark
    3307 3rd Ave W
    Seattle,WA98119     		NONE I Scholarship Grant 1,500
    C Perez Ramirez
    500 El Camino Real
    Santa Clara,CA95053     		NONE I Scholarship Grant 750
    C Callen
    24255 Pacific Coast Hwy
    Malibu,CA90263     		NONE I Scholarship Grant 1,000
    C Corrales
    330 De Neve Dr
    Los Angeles,CA90095     		NONE I Scholarship Grant 2,000
    C Calderon
    5200 Lake Rd
    Merced,CA95343     		NONE I Scholarship Grant 1,000
    C Williams
    PO Box 1182
    Pleasanton,CA94566     		NONE I Scholarship Grant 1,250
    C Gradone
    1 Washington square
    San Jose,CA95192     		NONE I Scholarship Grant 1,750
    C Brandenburg
    3900 Lomaland Drive
    San Diego,CA92106     		NONE I Scholarship Grant 250
    C Garcia
    1 Harpst St
    Arcata,CA95521     		NONE I Scholarship Grant 1,500
    C Quintero
    800 N State College Blvd
    Fullerton,CA90255     		NONE I Scholarship Grant 1,750
    D Sanchez
    Office of Financial Aid and Scholar
    2101 SAASB
    Santa Barbara,CA93106     		NONE I Scholarship Grant 2,000
    D Simon
    One Shields Ave
    Davis,CA95616     		NONE I Scholarship Grant 1,500
    D McDowell
    CSU Monterey Bay 100 campus center
    Seaside,CA93955     		NONE I Scholarship Grant 750
    D Moron Guzman
    465 W Olive Ave
    Porterville,CA93257     		NONE I Scholarship Grant 1,000
    D Neypes
    901 E Alosta Ave
    Azusa,CA91702     		NONE I Scholarship Grant 1,000
    D Gonzalez
    Box 1827 69 Brown Street
    Providence,CA95540     		NONE I Scholarship Grant 750
    E Barba
    6000 J Street
    Sacramento,CA95819     		NONE I Scholarship Grant 1,500
    E Berry
    5241 N Maple Avenue
    Fresno,CA93740     		NONE I Scholarship Grant 1,750
    E Munoz
    1 Harpst St
    Arcata,CA95521     		NONE I Scholarship Grant 1,500
    E Barrio
    811 RINCON WAY
    San Rafael,CA94903     		NONE I Scholarship Grant 500
    E Yamane
    405 Hilgard Avenue
    Box 957089 1125 Murphy Hall
    Los Angeles,CA90095     		NONE I Scholarship Grant 1,500
    E Barrera
    6000 J Street
    Sacramento,CA95819     		NONE I Scholarship Grant 750
    E Simon
    9500 Gilman Drive
    La Jolla,CA92093     		NONE I Scholarship Grant 1,750
    F Mahmud
    4328 Bell Ave
    Bell,CA90201     		NONE I Scholarship Grant 750
    F Almaraz
    2100 I St NW
    Lafayette Hall 102
    Washington,DC20052     		NONE I Scholarship Grant 1,750
    F Mendoza
    1801 East Cotati Avenue
    Rohnert Park,CA94928     		NONE I Scholarship Grant 750
    G Vulfs
    250 Sierra College Drive
    Grass Valley,CA95945     		NONE I Scholarship Grant 750
    G Lee
    A-129J Murphy Hall Box 951435
    Los Angeles,CA90095     		NONE I Scholarship Grant 1,000
    G Azadeh
    1430 Fine Ave
    Tracy,CA95376     		NONE I Scholarship Grant 1,500
    G May
    5500 Campanile Drive
    San Diego,CA92182     		NONE I Scholarship Grant 2,000
    H Gomes
    218 Kerr administration
    Corvallis,CA97331     		NONE I Scholarship Grant 1,750
    H Maravelias
    1 Shields Avenue
    Davis,CA95616     		NONE I Scholarship Grant 750
    I Jung
    125 Faculty Road
    Princeton,NJ08544     		NONE I Scholarship Grant 1,000
    I Ershad
    10 college parkway
    Folsom,CA95630     		NONE I Scholarship Grant 2,000
    I Foster
    CSU-SACRAMENTO 6000 J Street
    Sacramento,CA95819     		NONE I Scholarship Grant 1,500
    I Khemet
    5801 S Ellis Ave
    Chicago,IL60637     		NONE I Scholarship Grant 1,000
    J Shuey
    1501 Mendocino Ave
    santa rosa,CA95401     		NONE I Scholarship Grant 1,000
    J Martinez
    5500 Campanile Dr
    San Diego,CA92182     		NONE I Scholarship Grant 1,750
    J Cuellar
    312 S Lincoln St
    Fort Bragg,CA95437     		NONE I Scholarship Grant 1,000
    J Solomon
    5221 Cheadle Hall
    Santa Barbara,CA93106     		NONE I Scholarship Grant 2,000
    J Huang
    110 Sproul Hall 5800
    Berkeley,CA94720     		NONE I Scholarship Grant 1,500
    J Feng
    9500 Gilman Dr
    La Jolla,CA92093     		NONE I Scholarship Grant 750
    J Xie
    1 Lomb Memorial Dr
    Rochester,NY14623     		NONE I Scholarship Grant 500
    J Carrillo
    1250 23rd street
    Richmond,CA94804     		NONE I Scholarship Grant 500
    J Theofanides
    400 Howell Ave
    Etna,CA96027     		NONE I Scholarship Grant 1,000
    J Macias
    8432 Magnolia Ave
    Riverside,CA92504     		NONE I Scholarship Grant 500
    J Miramontes
    4328 Bell Ave
    Bell,CA90201     		NONE I Scholarship Grant 500
    K Chiem
    390 9th Ave Apt 3
    San Francisco,CA94118     		NONE I Scholarship Grant 500
    K Vielma-Cortes
    1801 E Cotati Ave
    Rohnert Park,CA94928     		NONE I Scholarship Grant 500
    K Murray
    1 Grand Avenue
    San Luis Obispo,CA93407     		NONE I Scholarship Grant 1,750
    K McFarland
    5150 N Maple Ave
    Fresno,CA93740     		NONE I Scholarship Grant 1,000
    K Stephens
    900 University Avenue
    Riverside,CA92521     		NONE I Scholarship Grant 1,000
    K Fuller
    24255 Pacific Coast Hwy
    Malibu,CA90263     		NONE I Scholarship Grant 1,750
    K Vu
    1147 Murphy HallBox 951436
    Los Angeles,CA95356     		NONE I Scholarship Grant 750
    K Mejia
    246 Church Street
    New Haven,CT06511     		NONE I Scholarship Grant 1,750
    K Sjursen-Lien
    24700 MCBEAN PKWY
    VALENCIA,CA91355     		NONE I Scholarship Grant 1,750
    K Sjursen-Lien
    24700 MCBEAN PKWY
    Valencia,CA91355     		NONE I Scholarship Grant 1,750
    K Sahota
    1 Shields Avenue
    Davis,CA95616     		NONE I Scholarship Grant 750
    K Perreras
    517 W Barioni Blvd
    Imperial,CA92251     		NONE I Scholarship Grant 500
    L Herrera
    379 12th St
    Fortuna,CA95540     		NONE I Scholarship Grant 1,000
    L McGuiness
    110 Sproul Hall
    Berkeley,CA94720     		NONE I Scholarship Grant 1,750
    L Noel
    7351 Tompkins Hill Road
    Eureka,CA95501     		NONE I Scholarship Grant 750
    L Lu
    103 Sproul Hall
    Berkeley,CA94720     		NONE I Scholarship Grant 1,000
    L Tupfer
    18 Sproul Hall 1960
    Berkeley,CA94720     		NONE I Scholarship Grant 1,750
    L Sanchez
    83 Sixth Avenue Seaside
    Seaside,CA93955     		NONE I Scholarship Grant 1,000
    L Huang
    103 Sproul hall
    Berkeley,CA94720     		NONE I Scholarship Grant 1,000
    L Cortez
    Berkeley 110 Sproul Hall 5800
    Berkeley,CA95540     		NONE I Scholarship Grant 1,000
    LCabrera
    1 Shields Ave
    Davis,CA95616     		NONE I Scholarship Grant 1,750
    L Lopez
    1801 E Cotati Ave
    Rohnert Park,CA94928     		NONE I Scholarship Grant 1,750
    L Kitchel
    1156 High St
    Santa Cruz,CA95064     		NONE I Scholarship Grant 1,250
    L Wanlass
    150 E Bulldog Blvd
    Provo,UT84602     		NONE I Scholarship Grant 500
    M Alcantar
    1 Shields Ave
    Davis,CA95616     		NONE I Scholarship Grant 1,000
    M Donelan
    18422 Bear Valley RD
    Victorville,CA92395     		NONE I Scholarship Grant 1,250
    M Gonzalez
    110 Sproul Hall 5800
    Berkeley,CA95425     		NONE I Scholarship Grant 750
    M Rios
    1111 W Century Blvd
    Lodi,CA95242     		NONE I Scholarship Grant 750
    MSanchez
    One Shields Ave
    Davis,CA95616     		NONE I Scholarship Grant 1,500
    M Cardenas
    200 California Hall 1500
    Berkeley,CA94720     		NONE I Scholarship Grant 2,000
    M Guyer
    9500 Gilman Drive
    La Jolla,CA92093     		NONE I Scholarship Grant 1,250
    M Lenard
    2700 E Leland RD
    Pittsburg,CA94565     		NONE I Scholarship Grant 750
    M Simpson
    2650 Haste Avenue
    Berkeley,CA94720     		NONE I Scholarship Grant 750
    M Yu
    12 E 18th Street
    Marysville,CA95901     		NONE I Scholarship Grant 750
    M Butar
    18 Sproul Hall 1960
    Berkeley,CA94720     		NONE I Scholarship Grant 750
    M Faudoa
    5000 Rocklin Rd
    Rocklin,CA95677     		NONE I Scholarship Grant 1,750
    M Cortes
    5221 Cheadle Hall
    Santa Barbara,CA93106     		NONE I Scholarship Grant 1,000
    M Tapia
    1 Shields Ave
    Davis,CA95616     		NONE I Scholarship Grant 1,000
    M Al Elew
    1 Shields Ave
    San Jacinto,CA92583     		NONE I Scholarship Grant 750
    M Fuhrman
    3601 Pacific Ave
    Stockton,CA95211     		NONE I Scholarship Grant 1,000
    N Le
    1200 Jacob Lane
    Carmichael,CA95608     		NONE I Scholarship Grant 750
    N Herman
    2400 N Sheffield Ave
    Chicago,IL60614     		NONE I Scholarship Grant 1,000
    N Burrone
    400 W 1st St
    Chico,CA95929     		NONE I Scholarship Grant 1,500
    N Kaur
    1156 High Street
    Santa Cruz,CA95060     		NONE I Scholarship Grant 1,750
    O Etibo
    400 W 1st St
    Chico,CA95929     		NONE I Scholarship Grant 750
    P Thoo
    1 Grand Avenue
    San Luis Obispo,CA93407     		NONE I Scholarship Grant 1,000
    P Sanchez
    1 Shields Avenue
    Davis,CA95616     		NONE I Scholarship Grant 500
    R Ayala
    6000 J Street
    Sacramento,CA95819     		NONE I Scholarship Grant 2,000
    R Sanchez
    1801 East Cotati Avenue
    Rohnert park,CA94928     		NONE I Scholarship Grant 500
    R Willett
    551 Stevenson Service Road
    Santa Cruz,CA95064     		NONE I Scholarship Grant 1,750
    S Brizuela
    1600 Holloway Ave
    San Francisco,CA94132     		NONE I Scholarship Grant 500
    S Zinabidine
    5500 Campanile Drive
    San Diego,CA92182     		NONE I Scholarship Grant 2,000
    S Carey
    250 Celadon St Apt 108D
    Davis,CA95616     		NONE I Scholarship Grant 2,000
    S Ellsworth
    200 W Kawili Street
    Hilo,HI96720     		NONE I Scholarship Grant 750
    S Fang
    1156 High Street
    Santa Cruz,CA95064     		NONE I Scholarship Grant 1,000
    S Fridrich
    400 W First Street
    Chici,CA95929     		NONE I Scholarship Grant 1,500
    S Quinn
    2500 Campus Rd
    Honolulu,HI96822     		NONE I Scholarship Grant 1,500
    S Ali
    5200 North Lake Road
    Merced,CA95343     		NONE I Scholarship Grant 750
    S Aninyei
    120 W Regent St
    Inglewood,CA90301     		NONE I Scholarship Grant 500
    S De La Melena
    103 Sproul Hall
    Berkeley,CA94720     		NONE I Scholarship Grant 1,000
    S Zuniga
    2130 Arapahoe Ave
    Boulder,CO80302     		NONE I Scholarship Grant 1,750
    S Suman
    835 college avenue
    Kentfield,CA94904     		NONE I Scholarship Grant 1,750
    S Wiggins
    335 Union Street
    Apt 2C
    Arcata,CA95521     		NONE I Scholarship Grant 2,000
    S Zheng
    50 Phelan Avenue
    San Francisco,CA94112     		NONE I Scholarship Grant 500
    S Zhu
    1 shields ave
    Davis,CA95616     		NONE I Scholarship Grant 1,500
    T Simon
    2211 College View Dr
    Redding,CA96003     		NONE I Scholarship Grant 500
    T Saeteurn
    1023 MacArthur Blvd
    Oakland,CA94610     		NONE I Scholarship Grant 750
    T Dubie
    1 Shields Ave
    Davis,CA95616     		NONE I Scholarship Grant 500
    T Greer
    950 Reynolds Road
    West Point,NY10996     		NONE I Scholarship Grant 250
    V Nguyen
    310 San Vito Court
    San Jose,CA95116     		NONE I Scholarship Grant 1,000
    W Barrios
    1147 Murphy Hall
    Box 951436
    Los Angeles,CA90095     		NONE I Scholarship Grant 1,000
    X Wu
    21 Wellesley College Rd
    unit 7320
    Wellesley,MA02481     		NONE I Scholarship Grant 2,000
    Y Deng
    1 Shields Avenue
    DAVIS,CA95616     		NONE I Scholarship Grant 1,750
    Z Hancock
    150 E Bulldog Blvd
    PROVO,UT84602     		NONE I Scholarship Grant 750
    Z Rohde
    13566 Lee Lane
    Nevada City,CA95959     		NONE I Scholarship Grant 750
    Z Zeng
    1250 Bellflower Blvd
    LONG BEACH,CA90840     		NONE I Scholarship Grant 1,000
    Total .................................bullet 3a 172,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........     		    14 49  
    4 Dividends and interest from securities....     14 8,957  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............     		    18 144,900  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue:
    aK-1 Inc/Loss     		    14 130,469  
    bFederal Tax Refund     01 2,147  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   286,522  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13286,522
    (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

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

    TY 2015 DepreciationSchedule
    Name:
    Don and Roy Splawn Charitable Foundation West
    EIN:
    94-3276752
    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

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    Don and Roy Splawn Charitable Foundation West
    EIN:
    94-3276752
    Name of Stock End of Year Book Value End of Year Fair Market Value
    MERCK & CO INC 114,892 262,832

    TY 2015 InvestmentsOtherSchedule2
    Name:
    Don and Roy Splawn Charitable Foundation West
    EIN:
    94-3276752
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    DTC CORE FIXED INCOME CTF   211,083 217,012
    DTC INTERNATIONAL EQUITY CTF   985,585 1,075,189
    DTC LARGE CAP US EQUITY CTF   748,185 1,021,916
    DTC SMALL/MID CAP US EQUITY CT   1,002,553 798,332
    HERITAGE NY L.L.C   574,282 643,200
    HERITAGE OHIO LLC   491,330 556,800

    TY 2015 OtherExpensesSchedule
    Name:
    Don and Roy Splawn Charitable Foundation West
    EIN:
    94-3276752
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 32,466     32,466
    Foundation Dues & Memberships 1,646     1,646
    Indemnification Insurance 2,200     2,200
    K-1 Exp DTC CORE FIXED INCOME 472 472    
    K-1 Exp DTC INTERNATIONAL EQUI 6,990 6,990    
    K-1 Exp DTC LARGE CAP US EQUIT 2,479 2,479    
    K-1 Exp DTC SMALL/MID CAP US E 5,809 5,809    
    Office Supplies 1,106     1,106
    Postage/Delivery Service 232     232


    TY 2015 OtherIncomeSchedule2
    Name:
    Don and Roy Splawn Charitable Foundation West
    EIN:
    94-3276752
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 Inc/Loss DTC CORE FIXED INCOME CTF 9,089 9,089  
    K-1 Inc/Loss DTC INTERNATIONAL EQUITY CTF 27,091 27,091  
    K-1 Inc/Loss DTC LARGE CAP US EQUITY CTF 21,433 21,433  
    K-1 Inc/Loss DTC SMALL/MID CAP US EQUITY CTF 11,812 11,812  
    K-1 Inc/Loss HERITAGE NY L.L.C 32,805 32,805  
    K-1 Inc/Loss HERITAGE OHIO LLC 28,239 28,239  
    Federal Tax Refund 2,147    


    TY 2015 OtherIncreasesSchedule
    Name:
    Don and Roy Splawn Charitable Foundation West
    EIN:
    94-3276752
    Description Amount
    RETURNED GRANT 3,000


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    Don and Roy Splawn Charitable Foundation West
    EIN:
    94-3276752
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 26,291 26,291    


    TY 2015 TaxesSchedule
    Name:
    Don and Roy Splawn Charitable Foundation West
    EIN:
    94-3276752
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2015 3,600