Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 02-01-2015 , and ending 01-31-2016
Name of foundation
Theodore A Von Der Ahe Jr Trust
 
Number and street (or P.O. box number if mail is not delivered to street address)177 Sierra View Road
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Pasadena, CA91105
A Employer identification number

95-3371127
B Telephone number (see instructions)

(626) 795-7085
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$3,512,052J 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) 85
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 93,920 93,920  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,344
b Gross sales price for all assets on line 6a 796,628
7 Capital gain net income (from Part IV, line 2)... 2,344
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 7,000    
12 Total. Add lines 1 through 11........ 103,349 96,264  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 4,950 4,455   495
c Other professional fees (attach schedule).... Click to see attachment 36,405 32,765   3,640
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 6,555 113    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 3,122 2,812   310
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 51,032 40,145   4,445
25 Contributions, gifts, grants paid....... 189,000 189,000
26 Total expenses and disbursements. Add lines 24 and 25 240,032 40,145   193,445
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -136,683
b Net investment income (if negative, enter -0-) 56,119
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............. 157 348 348
2 Savings and temporary cash investments......... 158,132 6,449 6,449
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) 84,303 Click to see attachment84,303 85,100
b Investments—corporate stock (attach schedule)....... 2,117,889 Click to see attachment2,029,319 3,290,138
c Investments—corporate bonds (attach schedule)....... 26,627 Click to see attachment130,006 130,017
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) 2,387,108 2,250,425 3,512,052
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.................. 2,387,108 2,250,425
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 2,387,108 2,250,425
31 Total liabilities and net assets/fund balances (see instructions). 2,387,108 2,250,425
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
2,387,108
2
Enter amount from Part I, line 27a .....................
2
-136,683
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
2,250,425
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
2,250,425
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 Class Action Proceeds Mutual Fund Litig. P 2000-01-01 2015-06-15
b 1202 shs iShares MSCI Emerging Mkts P 2004-12-29 2015-02-05
c 1831 shs SPDR MSCI ACWI X US P 2014-12-29 2015-02-05
d 430 shs Wisdomtree Tr Emg Mkts Smcap P 2004-01-22 2015-02-05
e 148 shs Select Sector SPDR Tr SBI Materials P 2014-12-29 2015-02-05
239 shs Energy Select Sector SPDR P 2014-12-29 2015-02-05
33M Morgan 9 03/25/15 P 2011-03-23 2015-03-26
0.548 sh Google Inc Cl C P 2013-10-16 2015-06-12
115 shs Kraft Foods Group Inc P 2004-01-20 2015-07-13
0.200 sh South32 Ltd Sponsored ADR P 2015-05-29 2015-07-14
59 shs South32 Ltd Sponsored ADR P 2015-05-29 2015-08-19
33150 shs Delphi Energy Corp P 2006-03-01 2015-12-18
148 shs BHP Billiton Ltd Sponsored ADR P 2015-02-05 2015-12-18
200 shs Royal Dutch Shell PLC Spons ADR A P 2001-05-07 2015-12-18
222 shs Schlumberger Ltd P 2015-02-05 2015-12-18
1176 shs Vanguard Emerging Market Equity ETF P 2015-02-05 2015-12-18
605 shs Vanguard Emerging Market Equity ETF P 2013-09-06 2015-12-18
85 shs Abbvie Inc P 2001-03-21 2016-01-26
400 shs American Express Co P 2001-02-26 2016-01-26
100 shs American Express Co P 2002-12-17 2016-01-26
255 shs Norfolk Southern Corp P 2013-10-16 2016-01-26
1000 shs Qualcomm Inc P 1999-07-21 2016-01-26
63 shs SPDR Tr S&P 500 P 2011-12-07 2016-01-26
136 shs Lorillard Inc P 2013-09-11 2015-02-12
14 shs Wal Mart Stores Inc P 2001-06-05 2015-02-12
50 shs Wal Mart Stores Inc P 2005-04-06 2015-02-12
88 shs EOG Res Inc P 2015-01-21 2015-02-24
38 shs Exxon Mobil Corp P 2011-08-08 2015-02-24
17 shs Exxon Mobil Corp P 2009-07-17 2015-02-24
216 shs Mylan Inc P 2010-03-04 2015-03-02
690 shs Fifth Third Bancorp P 2015-01-21 2015-03-23
40 shs Gilead Sciences Inc P 2007-09-18 2015-03-23
56 shs Grainger W W Inc P 2014-05-14 2015-03-23
14 shs McKesson Corp P 2009-03-18 2015-03-23
119 shs EOG Res Inc P 2015-01-21 2015-04-08
196 shs Intel Corp P 2013-12-05 2015-04-28
31 shs Qualcomm Inc P 2011-05-11 2015-04-28
120 shs Qualcomm Inc P 2011-04-05 2015-04-28
0.0877 sh Google Inc Cl C P 2013-12-05 2015-06-12
347 shs Lorillard Inc P 2013-09-11 2015-06-15
75 shs South32 LTD Sponsored ADR P 2015-05-29 2015-06-29
0.200 sh South32 LTD Sponsored ADR P 2015-05-29 2015-07-14
0.940 sh Reynolds American Inc P 2015-06-12 2015-07-14
30 shs Proctor & Gamble Co P 2008-07-28 2015-08-05
24 shs Proctor & Gamble Co P 2010-02-16 2015-08-05
100 shs Wal Mart Stores Inc P 2002-12-27 2015-08-05
10 shs Wal Mart Stores Inc P 2006-03-03 2015-08-05
114 shs ACE Ltd P 2010-10-27 2015-08-05
21 shs American Tower Corp New P 2012-06-07 2015-08-05
356 shs Intel Corp P 2013-12-05 2015-08-25
33 shs Amazon Com Inc P 2012-06-13 2015-09-24
188 shs BHP Billiton Ltd Sponsored ADR P 2015-01-21 2015-09-29
12 shs BHP Billiton Ltd Sponsored ADR P 2015-06-29 2015-09-29
380 shs Ares Cap Corp P 2015-01-21 2015-09-30
86 shs J P Morgan Chase & Co P 2013-10-11 2015-09-30
315 shs Donaldson Inc P 2012-12-04 2015-09-30
97 shs International Business Machines P 2015-01-21 2015-10-06
16 shs Proctor & Gamble Co P 2010-02-16 2015-10-26
5 shs Proctor & Gamble Co P 2005-07-20 2015-10-26
28 shs Proctor & Gamble Co P 2002-04-17 2015-10-26
75 shs Reynolds American Inc P 2015-08-05 2015-10-26
90 shs Schlumberger Ltd P 2005-07-20 2015-11-24
200 shs Schlumberger Ltd P 2005-04-06 2015-11-24
10 shs American Express Co P 2012-12-04 2015-12-01
70 shs American Express Co P 2010-04-28 2015-12-01
60 shs American Express Co P 2010-07-16 2015-12-01
246 shs Whole Foods Mkt Inc P 2014-10-14 2015-12-01
211 shs Range Res Corp P 2014-12-10 2015-12-01
158 shs Range Res Corp P 2015-02-24 2015-12-01
0.9385 sh Synchrony Finl P 2015-12-01 2015-12-15
427 shs Baker Hughes Inc P 2015-11-24 2015-12-23
340 shs CF Inds Hldgs Inc P 2014-09-18 2015-12-23
155 shs Caterpillar Inc Del P 2012-12-04 2015-12-23
463 shs Kinder Morgan Inc Del P 2015-12-01 2015-12-23
207 shs Nordstrom Inc P 2015-01-14 2015-12-23
112 shs VMWare Inc Cl A P 2013-12-05 2015-12-23
39 shs VMWare Inc Cl A P 2014-01-13 2015-12-23
301 shs Eaton Corp PLC P 2015-01-21 2015-12-23
175 shs NXP Semiconductors N V P 2015-04-28 2015-12-23
137 shs CF Inds Hldgs Inc P 2015-09-29 2016-01-08
375 shs Reynolds American Inc P 2015-08-05 2016-01-22
121 shs Reynolds American Inc P 2015-06-12 2016-01-22
(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 38     38
b 48,524   47,275 1,249
c 62,801   61,907 894
d 19,139   18,574 565
e 7,390   7,291 99
19,016   19,251 -235
10,377   33,000 -22,623
29   24 5
4,219   2,322 1,897
1   2 -1
327   491 -164
18,550   46,397 -27,847
3,529   7,326 -3,797
8,738   11,770 -3,032
15,034   19,059 -4,025
38,397   48,604 -10,207
19,753   23,965 -4,212
4,931   1,838 3,093
22,004   15,531 6,473
5,501   3,223 2,278
17,559   20,301 -2,742
48,314   19,801 28,513
11,941   7,942 3,999
9,249   5,992 3,257
1,202   719 483
4,292   2,491 1,801
8,054   7,966 88
3,394   2,668 726
1,519   1,166 353
12,464   4,609 7,855
13,303   12,159 1,144
4,018   768 3,250
13,094   14,199 -1,105
3,229   511 2,718
11,186   10,772 414
6,431   4,754 1,677
2,158   1,747 411
8,355   6,392 1,963
46   46  
24,770   15,289 9,481
494   624 -130
1   2 -1
71   67 4
2,273   1,916 357
1,818   1,503 315
7,354   4,914 2,440
735   454 281
12,664   6,897 5,767
2,030   1,377 653
9,252   8,634 618
17,587   7,076 10,511
5,766   8,770 -3,004
368   501 -133
5,496   6,057 -561
5,236   4,505 731
8,830   10,485 -1,655
14,449   14,799 -350
1,240   1,002 238
388   274 114
2,170   1,252 918
3,698   3,302 396
7,035   3,513 3,522
15,633   7,207 8,426
721   558 163
5,050   3,217 1,833
4,328   2,510 1,818
7,381   9,134 -1,753
6,012   11,145 -5,133
4,502   8,074 -3,572
29   30 -1
20,134   22,671 -2,537
14,992   17,669 -2,677
10,770   13,032 -2,262
7,575   10,389 -2,814
10,684   15,946 -5,262
6,433   9,437 -3,004
2,240   3,621 -1,381
15,985   19,802 -3,817
14,754   16,816 -2,062
4,629   6,107 -1,478
17,348   16,510 838
5,597   4,343 1,254
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       38
b       1,249
c       894
d       565
e       99
      -235
      -22,623
      5
      1,897
      -1
      -164
      -27,847
      -3,797
      -3,032
      -4,025
      -10,207
      -4,212
      3,093
      6,473
      2,278
      -2,742
      28,513
      3,999
      3,257
      483
      1,801
      88
      726
      353
      7,855
      1,144
      3,250
      -1,105
      2,718
      414
      1,677
      411
      1,963
       
      9,481
      -130
      -1
      4
      357
      315
      2,440
      281
      5,767
      653
      618
      10,511
      -3,004
      -133
      -561
      731
      -1,655
      -350
      238
      114
      918
      396
      3,522
      8,426
      163
      1,833
      1,818
      -1,753
      -5,133
      -3,572
      -1
      -2,537
      -2,677
      -2,262
      -2,814
      -5,262
      -3,004
      -1,381
      -3,817
      -2,062
      -1,478
      838
      1,254
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 2,344
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 -45,258
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 184,496 3,907,331 0.04722
2013 158,501 3,452,521 0.04591
2012 146,101 3,051,037 0.04789
2011 135,799 2,892,440 0.04695
2010 139,778 2,716,779 0.05145
2
Total of line 1, column (d) .....................
20.239413
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
0.047883
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
3,783,716
5
Multiply line 4 by line 3......................
5
181,176
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
561
7
Add lines 5 and 6........................
7
181,737
8
Enter qualifying distributions from Part XII, line 4.............
8
193,445
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 1 561
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........................... 3 561
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- ..... 5 561
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 4,760
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 4,760
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 4,199
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet600 RefundedBullet 11 3,599
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
No
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    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 addressbulletN/A
    14
    The books are in care ofbulletTed Von Der Ahe Jr Telephone no.bullet (626) 795-7085

    Located atbullet177 Sierra View RoadPasadenaCA ZIP+4bullet91105
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Ted Von Der Ahe Jr Trustee
    1.00     		0    
    177 Sierra View Road
    Pasadena,CA91105
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    3,700,390
    b
    Average of monthly cash balances.......................
    1b
    140,946
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,841,336
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    3,841,336
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    57,620
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,783,716
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    189,186
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    189,186
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    561
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    561
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    188,625
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    7,000
    5
    Add lines 3 and 4............................
    5
    195,625
    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
    195,625
    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
    193,445
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    193,445
    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
    561
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    192,884
    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 7 195,625
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 188,272
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 193,445
    a Applied to 2014, but not more than line 2a 188,272
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2015 distributable amount..... 5,173
    e Remaining amount distributed out of corpus  
    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  
    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 ..........     		190,452
    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 ......     		 
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015....  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    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
    AJ Muste Memorial Institute
    339 Lafayette Street
    New York,NY10012     		None   General Support 4,000
    AJ Muste Memorial Institute
    339 Lafayette Street
    New York,NY10012     		None   General Support 4,000
    Action Africa
    1990 M Street NW Suite 250
    Washington,DC20036     		None   General Support 4,000
    Alexandria House
    426 South Alexandria Avenue
    Los Angeles,CA90020     		None   General Support 4,000
    Americans for Middle East Understan
    475 Riverside Drive Room 245
    New York,NY10115     		None   General Support 4,000
    Arizona Community Foundation
    2201 East Camelback Rd Suite 405B
    Phoenix,AZ85016     		None   General Support 1,000
    Bartimaeus Cooperatives Ministries
    PO Box 328
    Oak View,CA93022     		None   General Support 4,000
    The Borneo Project
    2150 Allston Way Suite 460
    Berkeley,CA94704     		None   General Support 2,000
    Bulletin of Concerned Asian Scholar
    3963 South Bay Bluffs Drive
    Cedar,MI49621     		None   General Support 1,000
    Christian Appalachian Project Inc
    2610 Palumbo Drive
    Lexington,KY40509     		None   General Support 3,000
    Christian Peacemaker Teams
    PO Box 6508
    Chicago,IL60680     		None   General Support 5,000
    Churches for Middle East Peace
    110 Maryland Ave NE Suite 311
    Washington,DC20002     		None   General Support 3,000
    Clergy Laity United For Econ Justic
    464 Lucas Avenue Suite 202
    Los Angeles,CA90017     		None   General Support 4,000
    CRISPAZ
    808 Brookhill Road
    Louisville,KY40223     		None   General Support 1,000
    Disarm Education Fund
    113 University Place 8th Floor
    New York,NY10003     		None   General Support 1,000
    Episcopal Relief and Development
    PO Box 7058
    Merrifield,VA22116     		None   General Support 2,000
    Fellowship of Reconciliation
    PO Box 271
    Nyack,NY10960     		None   General Support 4,000
    Fonkoze USA
    1700 Kalorama Road NW Suite 102
    Washington,DC20009     		None   General Support 5,000
    Friends of Peace Jst in the Holy La
    PO Box 9186
    Portland,OR97207     		None   General Support 5,000
    IACPeople's Rights Fund Inc
    147 W 24th Street 2nd Floor
    New York,NY10011     		None   General Support 3,000
    Homeboy Industries
    130 West Bruno Street
    Los Angeles,CA90012     		None   General Support 5,000
    House of Ruth
    PO Box 33288
    Los Angeles,CA90033     		None   General Support 2,000
    ICUJP
    817 West 34th Street
    Los Angeles,CA90089     		None   General Support 1,000
    Interfaith Worker Justice
    1020 West Bryn Mawr 4th Floor
    Chicago,IL60660     		None   General Support 4,000
    International Development Exchange
    333 Valencia Street Ste 250
    San Francisco,CA94103     		None   General Support 1,000
    International Rivers Network
    2150 Allston Way Suite 300
    Berkeley,CA94704     		None   General Support 2,000
    Konpay Konbit Pou Ayiti
    PO Box 874 Project of Trans-Africa
    Scranton,PA18501     		None   General Support 4,000
    Lamp Community
    526 San Pedro Street
    Los Angeles,CA90013     		None   General Support 5,000
    Las Familias Del Pueblo
    307 East 7th Street
    Los Angeles,CA90014     		None   General Support 5,000
    Los Angeles Community Action Networ
    838 E 6th Street
    Los Angeles,CA90021     		None   General Support 5,000
    MADRE
    121 W 27th Street Room 301
    New York,NY10001     		None   General Support 3,000
    Maryknoll Lay Missioners
    PO Box 307
    Maryknoll,NY10545     		None   General Support 5,000
    Maryknoll Sisters of St Dominic Inc
    PO Box 311
    Maryknoll,NY10545     		None   General Support 5,000
    Middle East Children's Alliance
    1101 8th Street Suite 100
    Berkeley,CA94710     		None   General Support 3,000
    NISGUA
    PO Box 70494
    Oakland,CA94612     		None   General Support 2,000
    North Valley Caring Services Inc
    15453 Rayen Street
    North Hills,CA91343     		None   General Support 5,000
    Partners In Health
    PO Box 845578
    Boston,MA02284     		None   General Support 10,000
    Progressive Christians Uniting
    643 S Spring Street Suite 300
    Los Angeles,CA90014     		None   General Support 3,000
    Resist Inc
    259 Elm Street Suite 201
    Somerville,MA02144     		None   General Support 4,000
    Skid Row Housing Trust
    1317 East 7th Street
    Los Angeles,CA90021     		None   General Support 4,000
    Society for Biblical Studies
    661 Massachusetts Avenue Suite 40
    Arlington,MA02476     		None   General Support 3,000
    South Central LAMP
    892 East 48th Street
    Los Angeles,CA90011     		None   General Support 3,000
    Southern Poverty Law Center
    400 Washington Avenue
    Montgomery,AL36104     		None   General Support 4,000
    St Camillus Center
    1911 Zonal Avenue
    Los Angeles,CA90033     		None   General Support 4,000
    St Camillus Center
    1911 Zonal Avenue
    Los Angeles,CA90033     		None   General Support 4,000
    St Laurence of Brindisi Catholic Sc
    10444 Compton Avenue
    Los Angeles,CA90002     		None   General Support 2,000
    Teaching for Change
    PO Box 73038
    Washington,DC20056     		None   General Support 3,000
    USLabor Education in Americas Proje
    1634 I Street NW Suite 1001
    Washington,DC20006     		None   General Support 4,000
    Voices for Creative Non-Violence
    205 W Monroe - 5th fl
    Chicago,IL60606     		None   General Support 4,000
    Step Up on Second Inc
    1328 Second Street
    Santa Monica,CA90401     		None   General Support 4,000
    AlterNet
    1881 Harmon Street
    Berkeley,CA94703     		None   General Support 3,000
    Doctors Without Borders
    333 7th Avenue 2nd Floor
    New York,NY10001     		None   General Support 5,000
    Blessed Sacrament School
    6641 Sunset Blvd
    Hollywood,CA90028     		None   General Support 4,000
    Total .................................bullet 3a 189,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........     		         
    4 Dividends and interest from securities....     14 93,920  
    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 2,344  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue:
    aPrior Year Grant Recovery     		        7,000
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   96,264 7,000
    13Total. Add line 12, columns (b), (d), and (e)..................
    13103,264
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

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

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


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


    Software ID: 15000324
    Software Version: 2015v2.0


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    Theodore A Von Der Ahe Jr Trust
    EIN:
    95-3371127
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting & Tax Preparation 4,950 4,455 0 495

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    Theodore A Von Der Ahe Jr Trust
    EIN:
    95-3371127
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Name of Bond End of Year Book Value End of Year Fair Market Value
    738 shs iShares Lehman Aggregate Bonds 80,025 80,700
    1485 shs ETF High Yield Bonds 49,981 49,317

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    Theodore A Von Der Ahe Jr Trust
    EIN:
    95-3371127
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    520 shs Amgen, Inc. 34,036 79,420
    500 shs Exxon-Mobil 20,624 38,925
    500 shs Johnson & Johnson 23,164 52,220
    200 shs Kellogg Co. 5,012 14,688
    1450 shs Microsoft Corp. 32,526 79,880
    870 shs Procter & Gamble 33,301 71,070
    300 shs United Parcel Service Inc Cl B 18,900 27,960
    400 shs Abbott Labs 7,840 15,140
    470 shs Coca Cola Co 12,055 20,172
    500 shs Disney Walt Co 9,363 47,910
    985 shs J P Morgan Chase & Co 42,132 58,607
    500 shs McDonalds Corp 14,211 61,890
    550 shs 3M Co 29,940 83,050
    600 shs Oracle Corp 14,973 21,786
    395 shs Abbott Labs 8,976 14,951
    333 shs Exxon Mobil Corp 14,971 25,924
    957 shs General Electric Co 26,017 27,849
    255 shs Johnson & Johnson 14,273 26,632
    324 shs Microsoft Corp 8,240 17,849
    294 shs Pepsico Inc 16,946 29,194
    222 shs Proctor & Gamble Co 9,853 18,135
    539 shs Wells Fargo & Co New 14,357 27,074
    1169 shs iShares Tr S&P 500 Index 107,790 227,511
    600 shs Chevron Corp 21,858 51,882
    500 shs Home Depot Inc 17,590 62,880
    300 shs Pepsico Inc 14,289 29,790
    600 shs IShares Russell 2000 Index 35,625 61,776
    500 shs Altria Group Inc 6,080 30,555
    100 shs Medtronic Inc 4,619 7,592
    600 shs iShares Russell 2000 Value 34,606 51,552
    655 shs Pfizer Inc 16,516 19,971
    500 shs Verizon Communications 16,903 24,985
    500 Shs Merck & Co Inc 16,640 25,335
    346 shs Chevron Corp 22,980 29,919
    645 shs Oracle Corp 10,730 23,420
    195 shs 3M Co 15,474 29,445
    700 shs Emerson Elec Co 23,484 32,186
    800 shs Illinois Tool Wks Inc 34,360 72,056
    1996 shs iShares MSCI EAFE Index Fd 123,387 110,738
    241 shs Celgene Corp 10,217 24,177
    267 shs Gilead Sciences Inc 9,116 22,161
    777 shs J P Morgan Chase & Co 32,334 46,232
    345 shs Phillip Morris Int'l Inc 9,559 31,053
    420 shs Visa Inc Com Cl A 12,949 31,286
    280 shs Apple Computer Inc 20,036 27,255
    321 shs CVS Corp 12,891 31,005
    325 shs Lowe's COS 6,675 23,290
    151 shs McKesson Corp 5,401 24,308
    158 shs Berkshire Hathaway Inc Del 12,835 20,504
    420 shs Nike Inc Cl B 11,163 26,044
    216 shs Mylan N V Shs Euro 12,464 11,381
    57 shs Amazon.Com Inc 11,023 33,459
    133 shs Capital One Finl Corp 6,127 8,727
    455 shs American Water Works Co Inc 12,798 29,534
    315 shs Abbvie Inc. 6,664 17,293
    340 shs American Elec Power Inc 14,424 20,730
    173 shs American Tower Corp New 11,344 16,321
    48 shs Blackrock Inc Cl A 11,305 15,084
    10 shs Caterpillar Inc Del 841 622
    1035 shs Ford Motor Company Com 10,733 12,358
    70 shs Goldman Sachs Group Inc 8,117 11,309
    290 shs Honeywell Intl Inc 16,697 29,928
    280 shs Merck & Co Inc 12,478 14,188
    485 shs Mondelez Intl Inc Cl A 11,665 20,904
    99 shs Occidental Pete Corp Del 8,059 6,814
    592 shs Starbucks Corp 15,847 35,976
    95 shs UnitedHealth Group Inc 5,123 10,940
    580 shs Visa Inc Com Cl A 19,495 43,204
    115 shs Kraft Heinz Co 2,322 8,977
    35 shs Amazon Com Inc 10,866 20,545
    170 shs Berkshire Hathaway Inc Cl B 19,802 22,061
    35 shs Blackrock Inc Cl A 10,149 10,999
    110 shs McKesson Corp 15,457 17,708
    270 shs Nike Inc Cl B 10,044 16,743
    714 shs Apple Computer Inc 16,549 69,501
    172 shs Cardinal Health Inc 11,682 13,996
    455 shs Citigroup Inc Com New 22,507 19,374
    118 shs Davita Healthcare Partners 6,881 7,920
    305 shs Disney Walt Co 18,799 29,225
    275 shs Norfolk Southern Corp 20,666 19,388
    238 shs Paychex Inc 9,595 11,391
    316 shs TJX Cos Inc New 20,598 22,512
    211 shs Lyondellbasell Industries 17,215 16,452
    321 shs TE Connectivity Ltd Reg Shs 17,475 18,348
    93 shs Anthem, Inc 6,043 12,136
    225 shs Prudential Finl Inc 19,296 15,768
    75 shs SPDR Tr S&P 500 9,455 14,529
    148 shs Salesforce Com Inc 8,555 10,073
    497 shs Verizon Communications 23,059 24,835
    930 shs Activision Blizzard Inc 18,754 32,383
    179 shs Cerner Corp 10,658 10,384
    1828 shs iShares MSCI Emerging Mkts 59,748 55,882
    342 shs Select Sector SPDR Tr SBI Matrls 15,089 13,259
    449 shs Energy Select Sector SPDR 27,743 26,136
    20 shs Alphabet Inc Cl C 8,924 14,859
    20 shs Alphabet Inc Cl A 8,971 15,227
    162 shs Midcap SPDR Tr Unit Ser 1 44,920 38,875
    429 shs SPDR Emerging Small Cap 19,209 15,122
    32 shs Alphabet Inc Cl C 10,129 23,774
    32 shs Alphabet Inc Cl A 10,201 24,363
    248 shs American Intl Group Inc New 15,614 14,007
    51 shs Biogen Idec Inc 14,386 13,926
    79 shs Reynolds American Inc 2,836 3,946
    327 shs Schwab Charles Corp New 9,341 8,348
    136 shs Select Sector SPDR Tr Cons Discr 10,688 10,079
    501 shs SPDR Industrial Idx 26,778 25,045
    542 shs Sector SPDR Tr Technology 23,444 22,352
    19 shs Sherwin Williams Co 4,598 4,858
    496 shs Synchrony Finl 14,418 14,096
    296 shs Comcast Corp 16,839 16,490
    137 shs Danaher Corp Del 12,082 11,871
    41 shs Illumina Inc 7,890 6,476
    243 shs Lauder Estee Cos Inc Cl A 19,859 20,716
    98 shs M & T Bk Corp 12,514 10,798
    194 shs Valero Energy Corp New 11,360 13,167
    435 shs Tyson Foods Inc Cl A 22,290 23,212

    TY 2015 InvestmentsGovtObligationsSch
    Name:
    Theodore A Von Der Ahe Jr Trust
    EIN:
    95-3371127
    Software ID:
    15000324
    Software Version:
    2015v2.0
    US Government Securities - End of Year Book Value:

    74,303
    US Government Securities - End of Year Fair Market Value:

    74,936
    State & Local Government Securities - End of Year Book Value:


    10,000
    State & Local Government Securities - End of Year Fair Market Value:


    10,164


    TY 2015 OtherExpensesSchedule
    Name:
    Theodore A Von Der Ahe Jr Trust
    EIN:
    95-3371127
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Filing Fees 85 77   8
    Foreign ADR Fees 17 17    
    Trustee Bond 3,020 2,718   302


    TY 2015 OtherIncomeSchedule2
    Name:
    Theodore A Von Der Ahe Jr Trust
    EIN:
    95-3371127
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Prior Year Grant Recovery 7,000    


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    Theodore A Von Der Ahe Jr Trust
    EIN:
    95-3371127
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Fees 36,405 32,765 0 3,640


    TY 2015 TaxesSchedule
    Name:
    Theodore A Von Der Ahe Jr Trust
    EIN:
    95-3371127
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Federal Excise Tax 6,442      
    Foreign Taxes on Divs 113 113