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
The Fullgraf Foundation
 
% 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

30-6013098
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$18,176,459J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 2,829,249
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 277 277  
4 Dividends and interest from securities... 506,704 506,704  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 198,352
b Gross sales price for all assets on line 6a 655,858
7 Capital gain net income (from Part IV, line 2)... 172,121
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).......      
12 Total. Add lines 1 through 11........ 3,534,582 679,102  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
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)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 10,854      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 42,440     42,440
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 53,294 0   42,440
25 Contributions, gifts, grants paid....... 626,000 626,000
26 Total expenses and disbursements. Add lines 24 and 25 679,294 0   668,440
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,855,288
b Net investment income (if negative, enter -0-) 679,102
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......... 128,684 127,078 127,078
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)....... 13,572,380 Click to see attachment16,429,274 18,049,381
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,701,064 16,556,352 18,176,459
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 13,701,064 16,556,352
30 Total net assets or fund balances (see instructions)..... 13,701,064 16,556,352
31 Total liabilities and net assets/fund balances (see instructions). 13,701,064 16,556,352
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
13,701,064
2
Enter amount from Part I, line 27a .....................
2
2,855,288
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
16,556,352
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
16,556,352
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 Publicly-traded Securities      
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 655,858   483,737 172,121
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       172,121
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 2 172,121
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 471,218 13,652,494 0.034515
2013 117,470 9,823,876 0.011958
2012 72,422 5,783,952 0.012521
2011 129,215 2,275,979 0.056773
2010 1,500 1,939,451 0.000773
2
Total of line 1, column (d) .....................
20.11654
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
0.023308
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
15,758,053
5
Multiply line 4 by line 3......................
5
367,289
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
6,791
7
Add lines 5 and 6........................
7
374,080
8
Enter qualifying distributions from Part XII, line 4.............
8
668,440
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 6,791
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 6,791
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 6,791
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 8,400
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,400
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 1,609
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet1,609 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOH
    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
     
     
    ........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
    Charles S Fullgraf Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Jan F Golann Pres / Trustee
    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
    15,912,385
    b
    Average of monthly cash balances.......................
    1b
    85,638
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    15,998,023
    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
    15,998,023
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    239,970
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    15,758,053
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    787,903
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    787,903
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    6,791
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,791
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    781,112
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    781,112
    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
    781,112
    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
    668,440
    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
    668,440
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    6,791
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    661,649
    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 7 781,112
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 664,805
    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$ 668,440
    a Applied to 2014, but not more than line 2a 664,805
    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..... 3,635
    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 ..........     		777,477
    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
    564 PARK AVENUE PRESERVATION FOUNDATION
    564 PARK AVE
    NEW YORK,NY10065     		N/A PC General & Unrestricted 1,000
    ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIAT
    PO BOX 96011
    WASHINGTON,DC20090     		N/A PC General & Unrestricted 11,000
    AMERICAN DIABETES ASSOCIATION
    1701 N BEAUREGARD ST
    ALEXANDRIA,VA22311     		N/A PC General & Unrestricted 15,000
    AMERICAN FOUNDATION FOR THE COURTAULD INSTITUTE OF
    55 E END AVE APT 3D
    NEW YORK,NY10028     		N/A PC General & Unrestricted 1,000
    AMERICAN RADIO RELAY LEAGUE INC
    225 MAIN ST
    NEWINGTON,CT06111     		N/A PC General & Unrestricted 1,000
    AMHERST COLLEGE TRUSTEES
    PO BOX 5000
    AMHERST,MA01002     		N/A PC General & Unrestricted 1,000
    APPALACHIAN MOUNTAIN CLUB
    5 JOY ST
    BOSTON,MA02108     		N/A PC General & Unrestricted 1,000
    BERRY COLLEGE INC
    PO BOX 490129
    MOUNT BERRY,GA30149     		N/A PC General & Unrestricted 5,000
    BERRY COLLEGE INC
    PO BOX 490129
    MOUNT BERRY,GA30149     		N/A PC animal science Department 5,000
    BOSTON TERRIER RESCUE OF NORTH CAROLINA
    5403 FOREST OAKS DR
    GREENSBORO,NC27406     		N/A PC General & Unrestricted 1,000
    BOSTON TERRIER RESCUE TEAM OF THE CAROLINAS INC
    265 EASTCHESTER DR STE 133 315
    HIGH POINT,NC27262     		N/A PC General & Unrestricted 1,000
    BOYS CLUB OF NEW YORK INC
    287 E 10TH ST
    NEW YORK,NY10009     		N/A PC General & Unrestricted 1,000
    BUCKLEY SCHOOL IN THE CITY OF NEW YORK
    113 E 73RD ST
    NEW YORK,NY10021     		N/A PC General & Unrestricted 2,000
    BUCKLEY SCHOOL IN THE CITY OF NEW YORK
    113 E 73RD ST
    NEW YORK,NY10021     		N/A PC The Centennial Building Campaign 50,000
    CENTER FOR FOOD SAFETY
    660 PENNSYLVANIA AVE SE
    WASHINGTON,DC20003     		N/A PC General & Unrestricted 1,000
    CENTRAL PARK CONSERVANCY INC
    14 E 60TH ST FL 8
    NEW YORK,NY10022     		N/A PC General & Unrestricted 1,000
    CENTURION MINISTRIES
    1000 HERRONTOWN RD
    PRINCETON,NJ08540     		N/A PC General & Unrestricted 700
    CINCINNATI COUNTRY DAY SCHOOL
    6905 GIVEN RD
    CINCINNATI,OH45243     		N/A PC General & Unrestricted 10,000
    CINCINNATI NATURE CENTER ASSOCIATION
    4949 TEALTOWN RD
    MILFORD,OH45150     		N/A PC General & Unrestricted 10,000
    CINCINNATI OPERA ASSOCIATION
    1243 ELM ST MUSIC HALL
    CINCINNATI,OH45202     		N/A PC General & Unrestricted 10,000
    CIVIL WAR PRESERVATION TRUST
    1140 PROFESSIONAL COURT
    HAGERSTOWN,MD21740     		N/A PC General & Unrestricted 1,000
    CORE KNOWLEDGE FOUNDATION
    801 E HIGH ST
    CHARLOTTESVILLE,VA22902     		N/A PC General & Unrestricted 700
    DAVIDSON COLLEGE
    PO BOX 7162
    DAVIDSON,NC28035     		N/A PC General & Unrestricted 1,000
    DC SCORES
    1224 M ST NW STE 200
    WASHINGTON,DC20005     		N/A PC General & Unrestricted 1,000
    EAA AVIATION FOUNDATION INC
    PO BOX 3086
    OSHKOSH,WI54903     		N/A PC Young Eagles Program 5,000
    EPILEPSY FOUNDATION OF SOUTHEAST TENNESSEE
    1 SISKIN PLZ
    CHATTANOOGA,TN37403     		N/A PC General & Unrestricted 7,000
    EPISCOPAL CHARITIES OF THE DIOCESE OF NEW YORK
    1047 AMSTERDAM AVE
    NEW YORK,NY10025     		N/A PC General & Unrestricted 5,000
    EPISCOPAL RELIEF AND DEVELOPMENT
    815 2ND AVE
    NEW YORK,NY10017     		N/A PC General & Unrestricted 10,700
    FOOTHILLS CRAFT GUILD INC
    PO BOX 52871
    KNOXVILLE,TN37950     		N/A PC General & Unrestricted 2,000
    FOREST PARK FOREVER INC
    5595 GRAND DR IN FOREST PARk
    SAINT LOUIS,MO63112     		N/A PC General & Unrestricted 1,000
    FRIENDS OF ISLAND ACADEMY INC
    127 W 127TH ST STE 127
    NEW YORK,NY10027     		N/A PC General & Unrestricted 1,000
    GLOBAL AIDS INTERFAITH ALLIANCE
    2171 FRANCISCO BLVD E STE I
    SAN RAFAEL,CA94901     		N/A PC General & Unrestricted 700
    GREAT AND SMALL
    17320 MOORE RD
    BOYDS,MD20841     		N/A PC General & Unrestricted 500
    GREYHOUND PETS OF AMERICA
    12104 BROADWOOD DR
    FARRAGUT,TN37934     		N/A PC General & Unrestricted 5,000
    HELEN KELLER INTERNATIONAL INC
    352 PARK AVE S 12 FL
    NEW YORK,NY10010     		N/A PC General & Unrestricted 15,000
    HOMEFRONT INC
    1880 PRINCETON AVE
    LAWRENCEVILLE,NJ08648     		N/A PC General & Unrestricted 700
    HONORAIR - KNOXVILLE INC
    7536 TAGGART LN
    KNOXVILLE,TN37938     		N/A PC General & Unrestricted 7,000
    HORACE MANN SCHOOL
    231 W 246TH ST
    BRONX,NY10471     		N/A PC General & Unrestricted 3,000
    HORSE HAVEN OF TENNESSEE INC
    PO BOX 22841
    KNOXVILLE,TN37933     		N/A PC General & Unrestricted 1,000
    HOSPICE OF CINCINNATI INCORPORATED
    4360 COOPER RD STE 300
    CINCINNATI,OH45242     		N/A PC General & Unrestricted 10,000
    IJAMS NATURE CENTER INC
    2915 ISLAND HOME AVE
    KNOXVILLE,TN37920     		N/A PC General & Unrestricted 10,000
    INDIAN HILL CHURCH
    6000 DRAKE RD
    CINCINNATI,OH45243     		N/A PC General & Unrestricted 10,000
    INTERNATIONAL JUSTICE MISSION
    PO BOX 96961
    WASHINGTON,DC20090     		N/A PC General & Unrestricted 700
    INTERVARSITY CHRISTIAN FELLOWSHIP- USA
    635 SCIENCE DR
    MADISON,WI53711     		N/A PC General & Unrestricted 700
    LEARNING LEADERS INC
    80 MAIDEN LN
    NEW YORK,NY10038     		N/A PC General & Unrestricted 5,000
    LOUDON COUNTY HUMANE SOCIETY
    PO BOX 602
    LENOIR CITY,TN37771     		N/A PC General & Unrestricted 2,000
    LUCKY BREAK PET RESCUE
    214 SCENIC RD
    NORMANDY,TN37360     		N/A PC General & Unrestricted 2,000
    MISSOURI BOTANICAL GARDEN BOARD OF TRUSTEES
    TRUSTEES 2345 TOWER GROVE AVEN
    SAINT LOUIS,MO63110     		N/A PC renovation of the Museum Building and the conservation of the Garden's rare books collection 3,000
    MORRIS ANIMAL FOUNDATION
    720 S COLORADO BLVD STE 174-A
    DENVER,CO80246     		N/A PC General & Unrestricted 1,000
    NATIONAL PARK FOUNDATION
    1110 VERMONT AVE NW STE 200
    WASHINGTON,DC20005     		N/A PC General & Unrestricted 1,500
    NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UN
    2600 VIRGINIA AVE NW STE 1000
    WASHINGTON,DC20037     		N/A PC General & Unrestricted 1,000
    NAZARETH HOUSING INC
    519 E 11TH ST
    NEW YORK,NY10009     		N/A PC General & Unrestricted 5,000
    NEAR EAST FOUNDATION
    230 EUCLID AVE
    NEW YORK,NY13210     		N/A PC General & Unrestricted 700
    NEIGHBORHOOD COALITION FOR SHELTER INC
    157 E 86TH ST 2ND FL
    NEW YORK,NY10028     		N/A PC General & Unrestricted 10,000
    NEW YORK TIMES NEEDIEST CASES FUND
    620 8TH AVE
    NEW YORK,NY10018     		N/A PC General & Unrestricted 600
    NIGHTINGALE-BAMFORD SCHOOL
    20 E 92ND ST
    NEW YORK,NY10128     		N/A PC General & Unrestricted 1,000
    NURSE FAMILY PARTNERSHIP
    1900 GRANT ST NO 400
    DENVER,CO80203     		N/A PC General & Unrestricted 700
    OSBORNE ASSOCIATION INC
    175 REMSEN ST STE 800
    BROOKLYN,NY11201     		N/A PC General & Unrestricted 10,000
    PHILADELPHIA RONALD MCDONALD HOUSE INC
    3925 CHESTNUT ST
    PHILADELPHIA,PA19104     		N/A PC General & Unrestricted 700
    PRESIDENT & TRUSTEES OF COLBY COLLEGE
    4120 MAYFLOWER HL
    WATERVILLE,ME04901     		N/A PC General & Unrestricted 1,000
    READ ALLIANCE INC
    80 MAIDEN LN 11TH FL
    NEW YORK,NY10038     		N/A PC General & Unrestricted 5,000
    RECTOR WARDENS VESTRYMEN TRINITY CHURCH
    33 MERCER ST
    PRINCETON,NJ08540     		N/A PC General & Unrestricted 500
    RED DOG FARM ANIMAL RESCUE NETWORK
    1219 NC HWY 150 W
    SUMMERFIELD,NC27358     		N/A PC General & Unrestricted 500
    REMOTE AREA MEDICAL
    2200 STOCK CREEK BLVD
    ROCKFORD,TN37853     		N/A PC General & Unrestricted 5,000
    RENSSELAER POLYTECHNIC INSTITUTE
    110 8TH ST
    TROY,NY12180     		N/A PC General & Unrestricted 10,000
    RESTORE NYC INC
    20 W 46TH ST APT 2B
    NEW YORK,NY10036     		N/A PC General & Unrestricted 10,000
    RIVERWOOD THERAPEUTIC RIDING CENTER INC
    6825 ROLLING VIEW DR
    TOBACCOVILLE,NC27050     		N/A PC General & Unrestricted 2,000
    SHANGRI LA THERAPEUTIC ACADEMY OF RIDING INC
    11800 HWY 11E
    LENOIR CITY,TN37772     		N/A PC General & Unrestricted 6,000
    SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN
    410 E 92ND ST
    NEW YORK,NY10128     		N/A PC General & Unrestricted 1,000
    ST JAMES EPISCOPAL CHURCH
    865 MADISON AVE
    NEW YORK,NY10021     		N/A PC The Rockwell Center for Clergy Development 25,000
    TENNESSEE WESLEYAN COLLEGE
    204 E COLLEGE ST
    ATHENS,TN37303     		N/A PC to purchase iWorx Systems, Inc., HEK-TA-200 Advance Human/Exercise Physiology kit, Discount Cardiology, Inc., Trackmaster TMX-428CP treadmill and consumable supplies and incidentals for set up and operation of the above equipment for the Department of Exercise and Sports Sciences 21,000
    THE CRISIS MINISTRY OF MERCER COUNTY INC
    61 NASSAU ST
    PRINCETON,NJ08542     		N/A PC General & Unrestricted 700
    TRINITY COLLEGE
    300 SUMMIT ST
    HARTFORD,CT06106     		N/A PC Class of 1965 - Jimmy F. Jones Scholarship Fund 15,000
    TRUSTEES OF THE SMITH COLLEGE
    33 ELM ST
    NORTHAMPTON,MA01063     		N/A PC General & Unrestricted 3,000
    TRUSTEES OF THE SMITH COLLEGE
    33 ELM ST
    NORTHAMPTON,MA01063     		N/A PC Smith College Museum of Art - Director's InitiativE fUND 75,000
    TRUSTEES OF THE SMITH COLLEGE
    33 ELM ST
    NORTHAMPTON,MA01063     		N/A PC The Alumnae Fund in honor of the 45th Reunion of the Class of 1971 45,000
    TRUSTEES OF THE SMITH COLLEGE
    33 ELM ST
    NORTHAMPTON,MA01063     		N/A PC The Smith College Museum of Art - Director's Initiatives Fund for the specific purposes of the Museum's strategic planning 50,000
    URBAN PROMISE MINISTRIES COMMUNITY DEVELOPMENT INC
    PO BOX 1479
    CAMDEN,NJ08105     		N/A PC General & Unrestricted 700
    USA ULTIMATE FOUNDATION
    5825 DELMONICO DR STE 350
    COLORADO SPGS,CO80919     		N/A SO I General & Unrestricted 1,000
    VANDERBILT UNIVERSITY
    PMB 407727 2301 VANDERBILT PL
    NASHVILLE,TN37240     		N/A PC The John S. Beasley Scholarship Fund at the School of law 10,000
    WASHINGTON UNIVERSITY
    CAMPUS BOX 1202 ONE BROOKINGS DR
    ST LOUIS,MO63130     		N/A PC Arts and Sciences Department Division 5,000
    WASHINGTON UNIVERSITY
    CAMPUS BOX 1202 ONE BROOKINGS DR
    ST LOUIS,MO63130     		N/A PC Engineering Department Division 5,000
    WASHINGTON UNIVERSITY
    CAMPUS BOX 1202 ONE BROOKINGS DR
    ST LOUIS,MO63130     		N/A PC to purchase three volumes of The new Hollstein Dutch & Flemish Etchings, Engravings and Woodcuts and the University Libraries General Fund 2,500
    WASHINGTON UNIVERSITY
    CAMPUS BOX 1202 ONE BROOKINGS DR
    ST LOUIS,MO63130     		N/A PC graduate fellowship fund for a PhD program in the School of Engineering & Applied Science 25,000
    WASHINGTON UNIVERSITY
    CAMPUS BOX 1202 ONE BROOKINGS DR
    ST LOUIS,MO63130     		N/A PC to support the Internet of Things team for the purchase of equipment and supplies for prototyping Internet of Things (IoT) devices and fund travel for the IoT team to present research at conferences and meetings 20,000
    WILDLIFE CONSERVATION SOCIETY
    2300 SOUTHERN BLVD
    BRONX,NY10460     		N/A PC New York Aquarium Campaign 5,000
    WORLD MONUMENTS FUND INC
    350 5TH AVE STE 2412
    NEW YORK,NY10118     		N/A PC General & Unrestricted 1,000
    WWP INC
    PO BOX 758517
    TOPEKA,KS66675     		N/A PC General & Unrestricted 500
    YINGHUA INTERNATIONAL SCHOOL A NJ NONPROFIT CORPOR
    33 RIVER RD
    PRINCETON,NJ08540     		N/A PC General & Unrestricted 500
    YOSEMITE FOUNDATION
    101 MONTGOMERY ST STE 1700
    SAN FRANCISCO,CA94104     		N/A PC General & Unrestricted 1,500
    Total .................................bullet 3a 626,000
    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 ...........     		    14 277  
    4 Dividends and interest from securities....     14 506,704  
    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 ............     		    18 198,352  
    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)..   705,333  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13705,333
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

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

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


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


    Software ID:  
    Software Version:  


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

    30-6013098
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
    Name of organization
    The Fullgraf Foundation
          		Employer identification number
    30-6013098
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    Charles M Fullgraf Char Lead Ann T  
    Jan F Golann 120 East 81st st 8h
     
    New York, NY10028

    		$ 2,829,249


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 3
    Name of organization
    The Fullgraf Foundation
          		Employer identification number

    30-6013098
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 PROCTER GAMBLE CO PG, 14440 sh. $ 1,101,916 2015-11-25
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 PROCTER GAMBLE CO PG, 24800 sh. $ 1,722,484 2015-09-09
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 4
    Name of organization
    The Fullgraf Foundation
          		Employer identification number

    30-6013098
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

    Additional Data


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    TY 2015 DepreciationSchedule
    Name:
    The Fullgraf Foundation
    EIN:
    30-6013098
    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:
    The Fullgraf Foundation
    EIN:
    30-6013098
    Name of Stock End of Year Book Value End of Year Fair Market Value
    PROCTER GAMBLE CO 14,271,714 15,398,393
    RETAIL PROPERTIES OF AMERICA A 242,853 188,052
    SCHWAB INTERNATIONAL INDEX FUN 100,000 86,321
    SCHWAB S P 500 INDEX FUND SELE 1,801,487 2,346,767
    THE JM SMUCKER COMPANY 13,220 29,848

    TY 2015 OtherExpensesSchedule
    Name:
    The Fullgraf Foundation
    EIN:
    30-6013098
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 42,240     42,240
    State or Local Filing Fees 200     200


    TY 2015 TaxesSchedule
    Name:
    The Fullgraf Foundation
    EIN:
    30-6013098
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2015 8,400      
    990-PF Excise Tax for 2014 2,454