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
DOUGLASS FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)645 E YALE PLACE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ENGLEWOOD, CO801131673
A Employer identification number

26-0348290
B Telephone number (see instructions)

(303) 550-8811
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$869,074J 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) 98,284
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 3 3  
4 Dividends and interest from securities... 12,888 12,888  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
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 -32,619 11,921  
12 Total. Add lines 1 through 11........ 78,556 24,812  
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 1,725 863   862
c Other professional fees (attach schedule).... Click to see attachment 8,114 4,057   4,057
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,274 125    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 12,113 5,045   4,919
25 Contributions, gifts, grants paid....... 38,000 38,000
26 Total expenses and disbursements. Add lines 24 and 25 50,113 5,045   42,919
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 28,443
b Net investment income (if negative, enter -0-) 19,767
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......... 5,578 93,921 93,921
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)....... 847,435 Click to see attachment787,351 774,281
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) Click to see attachment688 Click to see attachment872 Click to see attachment872
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 853,701 882,144 869,074
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........ 713,028 853,701
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 140,673 28,443
30 Total net assets or fund balances (see instructions)..... 853,701 882,144
31 Total liabilities and net assets/fund balances (see instructions). 853,701 882,144
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
853,701
2
Enter amount from Part I, line 27a .....................
2
28,443
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
882,144
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
882,144
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 27 SHARES OF AFLAC INC P 2014-12-24 2015-07-13
b 4 SHARES OF AFLAC INC P 2015-04-01 2015-07-13
c 8 SHARES OF ALLERGAN INC P 2014-12-24 2015-03-17
d 2 SHARES OF ALPHABET INC CL A P 2014-12-24 2015-10-13
e 18 SHARES OF AMER EXPRESS CO P 2014-12-24 2015-02-17
1 SHARE OF AMERIPRISE FINANCIAL P 2015-04-17 2015-11-16
1 SHARE OF APPLE INC P 2014-12-24 2015-10-13
1 SHARE OF APPLE INC P 2014-12-24 2015-11-16
1 SHARE OF BOEING COMPANY P 2014-12-24 2015-11-16
3 SHARES OF CVS HEALTH CORP P 2014-12-24 2015-10-13
1 SHARE OF CVS HEALTH CORP P 2014-12-24 2015-12-14
7 SHARES OF COGNIZANT TECH SOLUTIONS P 2014-12-24 2015-10-13
1 SHARE OF COGNIZANT TECH SOLUTIONS P 2014-12-24 2015-11-16
1 SHARE OF COLGATE PALMOLIVE CO P 2014-12-24 2015-11-16
1 SHARE OF COLGATE PALMOLIVE CO P 2014-12-24 2015-12-14
7 SHARES OF COMCAST CORP P 2014-12-24 2015-10-13
1 SHARE OF COMCAST CORP P 2014-12-24 2015-11-16
23 SHARES OF CRANE CO P 2015-02-17 2015-10-13
8 SHARES OF CRANE CO P 2015-04-01 2015-10-13
5 SHARES OF DANAHER CORP P 2014-12-24 2015-10-13
1 SHARE OF DANAHER CORP P 2014-12-24 2015-11-16
1 SHARE OF DANAHER CORP P 2014-12-24 2015-12-14
18 SHARES OF WALT DISNEY CO P 2014-12-24 2015-02-17
29 SHARES OF EBAY INC P 2014-12-24 2015-07-13
5 SHARES OF EBAY INC P 2015-04-01 2015-07-13
4 SHARES OF ECOLAB INC P 2014-12-24 2015-10-13
27 SHARES OF EMERSON ELECTRIC CO P 2014-12-24 2015-01-27
31 SHARES OF EVERSOURCE ENERGY COM P 2014-12-24 2015-07-08
7 SHARES OF EVERSOURCE ENERGY COM P 2015-04-01 2015-07-08
20 SHARES OF EXPRESS SCRIPTS HLDG CO P 2014-12-24 2015-03-05
11 SHARES OF FACEBOOK INC CL A P 2015-05-18 2015-10-13
2 SHARES OF FACEBOOK INC CL A P 2015-05-18 2015-11-16
42 SHARES OF HALLIBURTON CO P 2014-12-24 2015-01-20
2 SHARES OF HILTON WORLDWIDE HOLDINGS INC P 2015-02-17 2015-10-13
1 SHARE OF HOME DEPOT INC P 2015-04-01 2015-10-13
3 SHARES OF HOME DEPOT INC P 2015-08-18 2015-10-13
2 SHARES OF HOME DEPOT INC P 2015-08-18 2015-12-14
1 SHARE OF HONEYWELL INTL INC P 2015-10-13 2015-11-16
2 SHARES OF ILLNOIS TOOL WORKS INC P 2014-12-24 2015-11-16
1 SHARE OF ILLNOIS TOOL WORKS INC P 2014-12-24 2015-12-14
45 SHARES OF INTEL CORP P 2014-12-24 2015-10-13
18 SHARES OF INTEL CORP P 2015-04-01 2015-10-13
1 SHARE OF INTERCONTINENTAL EXCHANGE GROUP P 2014-12-24 2015-10-13
1 SHARE OF INTERCONTINENTAL EXCHANGE GROUP P 2014-12-24 2015-11-16
41 SHARES OF ITC HOLDINGS CORP P 2014-12-24 2015-06-16
13 SHARES OF ITC HOLDINGS CORP P 2015-04-01 2015-06-16
16 SHARES OF JOHNSON & JOHNSON COM P 2014-12-24 2015-08-18
4 SHARES OF JOHNSON & JOHNSON COM P 2015-04-01 2015-08-18
1 SHARE OF MCKESSON CORP P 2014-12-24 2015-10-13
1 SHARE OF MCKESSON CORP P 2014-12-24 2015-12-14
23 SHARES OF MEDTRONIC INC P 2014-12-24 2015-01-27
11 SHARES OF MOHAWK INDUSTRIES INC P 2014-12-24 2015-04-17
29 SHARES OF MYLAN INC P 2014-12-24 2015-03-02
3 SHARES OF OREILLY AUTOMOTIVE INC P 2014-12-24 2015-10-13
5 SHARES OF PAREXEL INTERNATIONAL CORP P 2015-08-18 2015-10-13
2 SHARES OF PAREXEL INTERNATIONAL CORP P 2015-08-18 2015-11-16
91 SHARES OF PEARSON PLC SPON ADR P 2014-12-24 2015-06-10
19 SHARES OF PRICE T ROWE GROUP P 2014-12-24 2015-10-13
5 SHARES OF PRICE T ROWE GROUP P 2015-04-01 2015-10-13
22 SHARES OF QUALCOMM INC P 2014-12-24 2015-10-13
6 SHARES OF QUALCOMM INC P 2015-04-01 2015-10-13
1 SHARE OF RED HAT INC P 2015-11-16 2015-12-14
49 SHARES OF ROCHE HOLDING LTD SPONS ADR P 2014-12-24 2015-02-17
2 SHARES OF ROCKWELL AUTOMATION INC P 2015-01-27 2015-10-13
1 SHARES OF ROCKWELL COLLINS INC P 2014-12-24 2015-11-16
1 SHARES OF ROCKWELL COLLINS INC P 2014-12-24 2015-12-14
19 SHARES OF SCHLUMBERGER LTD P 2014-12-24 2015-01-20
17 SHARES OF STANLEY BLACK & DECKER INC P 2014-12-24 2015-03-16
15 SHARES OF STARBUCKS CORP P 2014-12-24 2015-10-13
1 SHARE OF STARBUCKS CORP P 2014-12-24 2015-11-16
1 SHARE OF STARBUCKS CORP P 2014-12-24 2015-12-14
6 SHARES OF TJX COS INC P 2014-12-24 2015-10-13
3 SHARES OF TJX COS INC P 2014-12-24 2015-12-14
2 SHARES OF THERMO FISHER SCIENTIFIC INC P 2015-04-01 2015-10-13
1 SHARE OF THERMO FISHER SCIENTIFIC INC P 2015-04-01 2015-11-16
1 SHARE OF THERMO FISHER SCIENTIFIC INC P 2015-04-01 2015-12-14
16 SHARES OF TRAVELERS COS INC P 2014-12-24 2015-05-11
2 SHARES OF TRAVELERS COS INC P 2015-04-01 2015-05-11
15 SHARES OF UNITED PARCEL SERVICE INC P 2014-12-24 2015-01-27
1 SHARE OF UNTD TECHNOLOGIES CORP P 2014-12-24 2015-11-16
14 SHARES OF VF CORP P 2014-12-24 2015-10-13
4 SHARES OF VF CORP P 2015-04-01 2015-10-13
23 SHARES OF YUM! BRANDS INC P 2014-12-24 2015-10-13
2 SHARES OF YUM! BRANDS INC P 2015-04-01 2015-10-13
.946 SHARES OF ACTAVIS PLC P 2014-12-24 2015-03-17
2 SHARES OF ACTAVIS PLC P 2014-12-24 2015-04-01
1 SHARE OF ALLERGAN PLC P 2014-12-24 2015-10-13
3.054 SHARES OF ALLERGAN PLC P 2014-12-24 2015-11-16
2.946 SHARES OF ALLERGAN PLC P 2015-03-17 2015-11-16
1 SHARE OF ACCENTURE PLC P 2015-11-16 2015-12-14
4 SHARES OF ICON PLC P 2014-12-24 2015-04-01
28 SHARES OF ICON PLC P 2014-12-24 2015-08-18
1 SHARE OF INVESCO LTD P 2014-12-24 2015-11-16
1 SHARE OF MEDTRONIC PLC P 2015-01-27 2015-11-16
1 SHARE OF MEDTRONIC PLC P 2015-01-27 2015-12-14
29 SHARES OF MYLAN N V P 2015-03-02 2015-05-18
4 SHARES OF MYLAN N V P 2015-04-01 2015-05-18
6 SHARES OF MYLAN N V P 2015-10-13 2015-11-16
4 SHARES OF MYLAN N V P 2015-10-13 2015-12-14
MEDTRONIC PLC P 2015-01-27 2015-12-31
1440.923 SHARES OF BLACKROCK GLOBAL LONG SHORT P 2014-10-16 2015-10-01
144 SHARES OF CLEARBRIDGE ENERGY MLP TOTAL RETURN P 2014-09-02 2015-04-01
17.529 SHARES OF DEUTSCHE CROCI INTERNATIONAL FUND P 2014-10-16 2015-02-10
100 SHARES OF DEUTSCHE CROCI INTERNATIONAL FUND P 2014-10-16 2015-10-01
769.459 SHARES OF DEUTSCHE CROCI INTERNATIONAL FUND P 2014-10-16 2015-10-01
96.363 SHARES OF DEUTSCHE CROCI INTERNATIONAL FUND P 2014-12-23 2015-10-01
199.441 SHARES OF DEUTSCHE CROCI INTERNATIONAL FUND P 2015-04-01 2015-10-01
258.718 SHARES OF FIDELITY ADVISOR HEALTH CARE FUND CLASS I P 2014-10-16 2015-04-01
64 SHARES OF FIDELITY ADVISOR HEALTH CARE FUND CLASS I P 2014-10-16 2015-10-01
249.445 SHARES OF FIDELITY ADVISOR HEALTH CARE FUND CLASS I P 2014-10-16 2015-10-01
2.838 SHARES OF FIDELITY ADVISOR HEALTH CARE FUND CLASS I P 2014-12-19 2015-10-01
15.815 SHARES OF FIDELITY ADVISOR HEALTH CARE FUND CLASS I P 2014-12-19 2015-10-01
8.915 SHARES OF FIDELITY ADVISOR HEALTH CARE FUND CLASS I P 2015-09-11 2015-10-01
11.661 SHARES OF FIDELITY ADVISOR HEALTH CARE FUND CLASS I P 2015-09-11 2015-10-01
5.251 SHARES OF GOLDMAN SACHS RISING DIVIDEND P 2014-12-04 2015-10-01
3.606 SHARES OF GOLDMAN SACHS RISING DIVIDEND P 2015-03-30 2015-10-01
715.062 SHARES OF GOLDMAN SACHS RISING DIVIDEND P 2015-04-01 2015-10-01
6.66 SHARES OF GOLDMAN SACHS RISING DIVIDEND P 2015-06-29 2015-10-01
6.416 SHARES OF GOLDMAN SACHS RISING DIVIDEND P 2015-09-29 2015-10-01
702 SHARES OF GOLDMAN SACHS STRATEGIC INCOME P 2014-10-16 2015-10-01
1794.442 SHARES OF GOLDMAN SACHS STRATEGIC INCOME P 2014-10-16 2015-10-01
9.433 SHARES OF GOLDMAN SACHS STRATEGIC INCOME P 2014-10-31 2015-10-01
15.441 SHARES OF GOLDMAN SACHS STRATEGIC INCOME P 2014-11-28 2015-10-01
35.99 SHARES OF GOLDMAN SACHS STRATEGIC INCOME P 2014-12-26 2015-10-01
11.703 SHARES OF GOLDMAN SACHS STRATEGIC INCOME P 2014-12-31 2015-10-01
13.455 SHARES OF GOLDMAN SACHS STRATEGIC INCOME P 2015-01-30 2015-10-01
12.784 SHARES OF GOLDMAN SACHS STRATEGIC INCOME P 2015-02-27 2015-10-01
15.825 SHARES OF GOLDMAN SACHS STRATEGIC INCOME P 2015-05-29 2015-10-01
16.889 SHARES OF GOLDMAN SACHS STRATEGIC INCOME P 2015-06-30 2015-10-01
17.40 SHARES OF GOLDMAN SACHS STRATEGIC INCOME P 2015-07-31 2015-10-01
15.293 SHARES OF GOLDMAN SACHS STRATEGIC INCOME P 2015-08-31 2015-10-01
13.124 SHARES OF GOLDMAN SACHS STRATEGIC INCOME P 2015-09-30 2015-10-01
21.798 SHARES OF HARTFORD INTERNATIONAL VALUE FUND P 2014-12-30 2015-10-01
21.928.158 SHARES OF HARTFORD INTERNATIONAL VALUE FUND P 2015-04-01 2015-10-01
528.347 SHARES OF HENNESSY FOCUS 30 FUND INSTITUTIONAL P 2014-11-19 2015-10-01
40 SHARES OF ISHARES SELECT DIVIDEND P 2014-10-16 2015-04-01
317 SHARES OF ISHARES SELECT DIVIDEND P 2014-10-16 2015-04-01
42 SHARES OF ISHARES RUSSELL 2000 P 2014-11-19 2015-04-01
22 SHARES OF ISHARES RUSSELL 2000 P 2014-11-19 2015-10-01
134 SHARES OF ISHARES RUSSELL 2000 P 2014-11-19 2015-10-01
4.577 SHARES OF CLEARBRIDGE DIVIDEND STRATEGY FUND P 2014-12-23 2015-10-01
3.727 SHARES OF CLEARBRIDGE DIVIDEND STRATEGY FUND P 2015-03-31 2015-10-01
809.442 SHARES OF CLEARBRIDGE DIVIDEND STRATEGY FUND P 2015-04-01 2015-10-01
11.318 SHARES OF CLEARBRIDGE DIVIDEND STRATEGY FUND P 2015-06-30 2015-10-01
10.114 SHARES OF CLEARBRIDGE DIVIDEND STRATEGY FUND P 2015-09-30 2015-10-01
762.884 SHARES OF MAINSTAY UNCONSTRAINED BOND FUND P 2014-08-15 2015-04-01
799 SHARES OF MAINSTAY UNCONSTRAINED BOND FUND P 2014-10-16 2015-10-01
2077.329 SHARES OF MAINSTAY UNCONSTRAINED BOND FUND P 2014-10-16 2015-10-01
17.572 SHARES OF MAINSTAY UNCONSTRAINED BOND FUND P 2014-10-31 2015-10-01
18.337 SHARES OF MAINSTAY UNCONSTRAINED BOND FUND P 2014-11-28 2015-10-01
21.487 SHARES OF MAINSTAY UNCONSTRAINED BOND FUND P 2014-12-16 2015-10-01
21.045 SHARES OF MAINSTAY UNCONSTRAINED BOND FUND P 2015-01-30 2015-10-01
21.744 SHARES OF MAINSTAY UNCONSTRAINED BOND FUND P 2015-02-27 2015-10-01
19.072 SHARES OF MAINSTAY UNCONSTRAINED BOND FUND P 2015-05-29 2015-10-01
18.928 SHARES OF MAINSTAY UNCONSTRAINED BOND FUND P 2015-06-30 2015-10-01
20.475 SHARES OF MAINSTAY UNCONSTRAINED BOND FUND P 2015-07-31 2015-10-01
19.469 SHARES OF MAINSTAY UNCONSTRAINED BOND FUND P 2015-08-31 2015-10-01
19.808 SHARES OF MAINSTAY UNCONSTRAINED BOND FUND P 2015-09-30 2015-10-01
474.628 SHARES OF MAINSTAY MARKETFIELD FUND P 2014-10-16 2015-04-01
52.722 SHARES OF OPPENHEIMER DEVELOPING MARKETS P 2014-10-16 2015-10-01
6.218 SHARES OF OPPENHEIMER DEVELOPING MARKETS P 2014-12-05 2015-10-01
16.622 SHARES OF OPPENHEIMER DEVELOPING MARKETS P 2014-12-05 2015-10-01
42 SHARES OF SPDR S&P 500 ETF P 2014-10-16 2015-04-01
26 SHARES OF SPDR S&P 500 ETF P 2014-10-16 2015-10-01
162 SHARES OF SPDR S&P 500 ETF P 2014-10-16 2015-10-01
75.964 SHARES OF AMER FUNDS SMALLCAP WORLD FUND P 2014-10-16 2015-10-01
95.238 SHARES OF AMER FUNDS SMALLCAP WORLD FUND P 2014-12-26 2015-10-01
116.408 SHARES OF VANGUARD HEALTH CARE FUND P 2014-10-16 2015-04-01
128 SHARES OF VANGUARD HEALTH CARE FUND P 2014-10-16 2015-10-01
104.165 SHARES OF VANGUARD HEALTH CARE FUND P 2014-10-16 2015-10-01
1.175 SHARES OF VANGUARD HEALTH CARE FUND P 2014-12-22 2015-10-01
2.361 SHARES OF VANGUARD HEALTH CARE FUND P 2014-12-22 2015-10-01
17.934 SHARES OF VANGUARD HEALTH CARE FUND P 2014-12-22 2015-10-01
.733 SHARES OF VANGUARD HEALTH CARE FUND P 2015-03-26 2015-10-01
.994 SHARES OF VANGUARD HEALTH CARE FUND P 2015-03-26 2015-10-01
5.978 SHARES OF VANGUARD HEALTH CARE FUND P 2015-03-26 2015-10-01
136 SHARES OF VANGUARD INTL EQUITY INDEX P 2014-10-16 2015-04-01
104 SHARES OF VANGUARD INTL EQUITY INDEX P 2014-10-16 2015-10-01
685 SHARES OF VANGUARD INTL EQUITY INDEX P 2014-10-16 2015-10-01
37.364 SHARES OF WELLS FARGO PREMIER LARGE COMPANY P 2014-12-11 2015-10-01
897.33 SHARES OF WELLS FARGO PREMIER LARGE COMPANY P 2015-04-01 2015-10-01
199.508 SHARES OF BLACKROCK EMERGING MARKETS P 2013-02-07 2015-10-01
201 SHARES OF CLEARBRIDGE ENERGY MLP TOTAL RETURN P 2014-09-02 2015-10-01
2702 SHARES OF CLEARBRIDGE ENERGY MLP TOTAL RETURN P 2014-09-10 2015-10-01
245 SHARES OF GOLDMAN SACHS RISING DIVIDEND GROWTH P 2013-09-09 2015-10-01
726.71 SHARES OF GOLDMAN SACHS RISING DIVIDEND GROWTH P 2013-09-09 2015-10-01
10.48 SHARES OF GOLDMAN SACHS RISING DIVIDEND GROWTH P 2013-09-27 2015-10-01
10.908 SHARES OF GOLDMAN SACHS RISING DIVIDEND GROWTH P 2013-12-05 2015-10-01
12.509 SHARES OF GOLDMAN SACHS RISING DIVIDEND GROWTH P 2014-03-28 2015-10-01
11.153 SHARES OF GOLDMAN SACHS RISING DIVIDEND GROWTH P 2014-06-27 2015-10-01
10.557 SHARES OF GOLDMAN SACHS RISING DIVIDEND GROWTH P 2014-09-29 2015-10-01
517.35 SHARES OF GOLDMAN SACHS STRATEGIC INCOME P 2013-10-25 2015-04-01
1027.923 SHARES OF GOLDMAN SACHS STRATEGIC INCOME P 2013-10-25 2015-10-01
.744 SHARES OF GOLDMAN SACHS STRATEGIC INCOME P 2013-10-31 2015-10-01
13.752 SHARES OF GOLDMAN SACHS STRATEGIC INCOME P 2013-11-29 2015-10-01
15.515 SHARES OF GOLDMAN SACHS STRATEGIC INCOME P 2013-12-31 2015-10-01
11.378 SHARES OF GOLDMAN SACHS STRATEGIC INCOME P 2014-01-31 2015-10-01
2004.675 SHARES OF GOLDMAN SACHS STRATEGIC INCOME P 2014-02-13 2015-10-01
12.524 SHARES OF GOLDMAN SACHS STRATEGIC INCOME P 2014-02-28 2015-10-01
16.668 SHARES OF GOLDMAN SACHS STRATEGIC INCOME P 2014-03-31 2015-10-01
15.545 SHARES OF GOLDMAN SACHS STRATEGIC INCOME P 2014-04-30 2015-10-01
16.234 SHARES OF GOLDMAN SACHS STRATEGIC INCOME P 2014-05-30 2015-10-01
15.362 SHARES OF GOLDMAN SACHS STRATEGIC INCOME P 2014-06-30 2015-10-01
10.228 SHARES OF GOLDMAN SACHS STRATEGIC INCOME P 2014-07-31 2015-10-01
11.588 SHARES OF GOLDMAN SACHS STRATEGIC INCOME P 2014-08-29 2015-10-01
6.213 SHARES OF GOLDMAN SACHS STRATEGIC INCOME P 2014-09-30 2015-10-01
14.916 SHARES OF GOLDMAN SACHS STRATEGIC INCOME P 2015-03-31 2015-10-01
15.879 SHARES OF GOLDMAN SACHS STRATEGIC INCOME P 2015-04-30 2015-10-01
337 SHARES OF HARTFORD INTERNATIONAL VALUE FUND P 2014-04-08 2015-10-01
2644.02 SHARES OF HARTFORD INTERNATIONAL VALUE FUND P 2014-04-08 2015-10-01
992.779 SHARES OF CLEARBRIDGE DIVIDEND STRATEGY FUND P 2013-09-09 2015-10-01
16.878 SHARES OF CLEARBRIDGE DIVIDEND STRATEGY FUND P 2013-09-30 2015-10-01
12.085 SHARES OF CLEARBRIDGE DIVIDEND STRATEGY FUND P 2013-12-26 2015-10-01
24.589 SHARES OF CLEARBRIDGE DIVIDEND STRATEGY FUND P 2014-03-28 2015-10-01
19.294 SHARES OF CLEARBRIDGE DIVIDEND STRATEGY FUND P 2014-06-27 2015-10-01
18.084 SHARES OF CLEARBRIDGE DIVIDEND STRATEGY FUND P 2014-09-30 2015-10-01
3357.615 SHARES OF MAINSTAY UNCONSTRAINED BOND FUND P 2014-08-15 2015-10-01
12.964 SHARES OF MAINSTAY UNCONSTRAINED BOND FUND P 2014-08-29 2015-10-01
13.213 SHARES OF MAINSTAY UNCONSTRAINED BOND FUND P 2014-09-29 2015-10-01
21.611 SHARES OF MAINSTAY UNCONSTRAINED BOND FUND P 2015-03-31 2015-10-01
17.310 SHARES OF MAINSTAY UNCONSTRAINED BOND FUND P 2015-04-30 2015-10-01
297 SHARES OF MAINSTAY MARKETFIELD FUND P 2013-09-09 2015-04-01
1849.872 SHARES OF MAINSTAY MARKETFIELD FUND P 2013-09-09 2015-04-01
.217 SHARES OF MAINSTAY MARKETFIELD FUND P 2013-12-04 2015-04-01
9.256 SHARES OF OPPENHEIMER DEVELOPING MARKETS P 2012-12-07 2015-10-01
49.172 SHARES OF OPPENHEIMER DEVELOPING MARKETS P 2013-09-09 2015-10-01
4.2 SHARES OF OPPENHEIMER DEVELOPING MARKETS P 2013-12-06 2015-10-01
4.604 SHARES OF OPPENHEIMER DEVELOPING MARKETS P 2013-12-06 2015-10-01
208.521 SHARES OF AMER FUNDS SMALLCAP WORLD FUND P 2013-02-07 2015-04-01
175.195 SHARES OF AMER FUNDS SMALLCAP WORLD FUND P 2013-02-07 2015-10-01
104 SHARES OF AMER FUNDS SMALLCAP WORLD FUND P 2013-09-09 2015-10-01
319.075 SHARES OF AMER FUNDS SMALLCAP WORLD FUND P 2013-09-09 2015-10-01
34.938 SHARES OF AMER FUNDS SMALLCAP WORLD FUND P 2013-12-26 2015-10-01
1464.119 SHARES OF WELLS FARGO PREMIER LARGE COMPANY P 2014-02-13 2015-10-01
50.222 SHARES OF OPPENHEIMER DEVELOPING MARKETS P 2011-09-13 2015-04-01
132 SHARES OF OPPENHEIMER DEVELOPING MARKETS P 2011-09-13 2015-10-01
815.558 SHARES OF OPPENHEIMER DEVELOPING MARKETS P 2011-09-13 2015-10-01
28.029 SHARES OF OPPENHEIMER DEVELOPING MARKETS P 2011-12-12 2015-10-01
BLACKROCK GLOBAL LONG SHORT EQUITY P 2014-10-16 2015-10-01
CLEARBRIDGE ENERGY MLP TOTAL RETURN P 2014-09-10 2015-10-01
GOLDMAN SACHS STRATEGIC INCOME P 2013-10-25 2015-10-01
GOLDMAN SACHS RISING DIVIDEND GROWTH P 2013-09-09 2015-10-01
MAINSTAY UNCONSTRAINED BOND FUND P 2014-08-15 2015-10-01
(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 1,651 0 1,680 -29
b 245 0 254 -9
c 1,932 0 1,684 248
d 1,359 0 1,077 282
e 1,416 0 1,701 -285
112 0 129 -17
112 0 112 0
113 0 112 1
143 0 132 11
309 0 295 14
93 5 98 0
456 0 380 76
66 0 54 12
65 0 71 -6
65 0 71 -6
422 0 407 15
60 0 58 2
1,160 0 1,567 -407
404 0 503 -99
446 0 435 11
94 0 87 7
93 0 87 6
1,872 0 1,707 165
1,839 0 1,659 180
317 0 285 32
482 0 430 52
1,558 0 1,699 -141
1,457 0 1,697 -240
329 0 355 -26
1,681 0 1,714 -33
1,044 0 888 156
204 0 161 43
1,612 0 1,660 -48
50 0 58 -8
122 0 113 9
366 0 370 -4
263 0 246 17
102 0 100 2
180 0 195 -15
92 0 97 -5
1,443 0 1,690 -247
577 0 555 22
233 0 223 10
259 0 223 36
1,336 0 1,670 -334
424 0 474 -50
1,592 0 1,681 -89
398 0 396 2
193 0 211 -18
190 21 211 0
1,770 0 1,708 62
1,952 0 1,704 248
1,673 0 1,652 21
768 0 584 184
308 0 364 -56
131 0 146 -15
1,787 0 1,677 110
1,331 0 1,664 -333
350 0 407 -57
1,269 0 1,651 -382
346 0 416 -70
78 0 78 0
1,635 0 1,679 -44
211 0 213 -2
86 0 87 -1
89 0 87 2
1,514 0 1,654 -140
1,606 0 1,659 -53
906 0 611 295
60 0 41 19
60 0 41 19
441 0 409 32
213 0 205 8
251 0 264 -13
134 0 132 2
135 0 132 3
1,631 0 1,713 -82
204 0 214 -10
1,522 0 1,691 -169
97 0 117 -20
995 0 1,047 -52
284 0 299 -15
1,628 0 1,680 -52
142 0 157 -15
291 0 242 49
592 0 511 81
271 0 255 16
912 0 780 132
880 0 899 -19
106 0 105 1
281 0 210 71
2,250 0 1,472 778
32 0 41 -9
75 0 76 -1
76 0 76 0
2,032 0 1,673 359
280 0 234 46
297 0 256 41
212 0 171 41
17 0 0 17
17,104 0 16,628 476
2,880 0 3,372 -492
844 0 845 -1
4,217 0 4,822 -605
32,448 0 37,103 -4,655
4,064 0 4,471 -407
8,410 0 9,928 -1,518
11,878 0 9,648 2,230
2,454 0 2,387 67
9,564 0 9,302 262
109 0 120 -11
606 0 669 -63
342 0 374 -32
447 0 490 -43
105 0 115 -10
72 0 80 -8
14,280 0 15,704 -1,424
133 0 145 -12
128 0 124 4
6,943 0 7,300 -357
17,747 0 18,661 -914
93 0 99 -6
153 0 160 -7
356 0 372 -16
116 0 120 -4
133 0 135 -2
126 0 130 -4
157 0 160 -3
167 0 170 -3
172 0 175 -3
151 0 152 -1
130 0 130 0
299 0 306 -7
12,725 0 13,765 -1,040
10,651 0 10,396 255
3,114 0 2,881 233
24,681 0 22,830 1,851
5,206 0 4,861 345
2,381 0 2,546 -165
14,500 0 15,508 -1,008
85 0 96 -11
69 0 76 -7
14,950 0 16,472 -1,522
209 0 225 -16
187 0 187 0
6,958 0 7,186 -228
6,855 0 7,311 -456
17,823 0 19,008 -1,185
151 0 163 -12
157 0 169 -12
184 0 191 -7
181 0 190 -9
187 0 200 -13
164 0 175 -11
162 0 171 -9
176 0 183 -7
167 0 171 -4
170 0 170 0
7,694 0 7,751 -57
1,524 0 1,958 -434
180 0 227 -47
481 0 606 -125
8,637 0 7,799 838
4,962 0 4,828 134
30,917 0 30,081 836
3,454 0 3,548 -94
4,330 0 4,359 -29
11,003 0 10,001 1,002
2,540 0 2,405 135
9,451 0 8,949 502
107 0 107 0
214 0 215 -1
1,627 0 1,631 -4
67 0 70 -3
90 0 94 -4
542 0 568 -26
6,666 0 6,293 373
4,429 0 4,812 -383
29,169 0 31,695 -2,526
569 0 573 -4
13,657 0 14,420 -763
1,991 0 2,111 -120
2,864 0 4,566 -1,702
38,503 0 59,764 -21,261
4,893 0 4,286 607
14,512 0 12,714 1,798
209 0 189 20
218 0 205 13
250 0 247 3
223 0 233 -10
211 0 225 -14
5,210 0 5,447 -237
10,166 0 10,823 -657
7 0 8 -1
136 0 145 -9
153 0 165 -12
113 0 120 -7
19,826 0 21,208 -1,382
124 0 133 -9
165 0 177 -12
154 0 165 -11
161 0 172 -11
152 0 162 -10
101 0 109 -8
115 0 122 -7
61 0 66 -5
148 0 157 -9
157 0 167 -10
4,620 0 5,143 -523
36,250 0 40,348 -4,098
18,337 0 17,106 1,231
312 0 292 20
223 0 224 -1
454 0 461 -7
356 0 381 -25
334 0 356 -22
28,808 0 31,629 -2,821
111 0 122 -11
113 0 122 -9
185 0 204 -19
149 0 164 -15
4,814 0 5,319 -505
29,986 0 33,131 -3,145
4 0 4 0
268 0 313 -45
1,422 0 1,741 -319
121 0 156 -35
133 0 171 -38
10,028 0 8,789 1,239
7,966 0 7,384 582
4,729 0 4,943 -214
14,508 0 15,166 -658
1,589 0 1,709 -120
22,284 0 21,681 603
1,761 0 1,559 202
3,816 0 4,097 -281
23,578 0 25,315 -1,737
810 0 829 -19
34 0 0 34
0 0 116 -116
14 0 0 14
334 0 0 334
12 0 0 12
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 0 0 0 -29
b 0 0 0 -9
c 0 0 0 248
d 0 0 0 282
e 0 0 0 -285
0 0 0 -17
0 0 0 0
0 0 0 1
0 0 0 11
0 0 0 14
0 0 0 0
0 0 0 76
0 0 0 12
0 0 0 -6
0 0 0 -6
0 0 0 15
0 0 0 2
0 0 0 -407
0 0 0 -99
0 0 0 11
0 0 0 7
0 0 0 6
0 0 0 165
0 0 0 180
0 0 0 32
0 0 0 52
0 0 0 -141
0 0 0 -240
0 0 0 -26
0 0 0 -33
0 0 0 156
0 0 0 43
0 0 0 -48
0 0 0 -8
0 0 0 9
0 0 0 -4
0 0 0 17
0 0 0 2
0 0 0 -15
0 0 0 -5
0 0 0 -247
0 0 0 22
0 0 0 10
0 0 0 36
0 0 0 -334
0 0 0 -50
0 0 0 -89
0 0 0 2
0 0 0 -18
0 0 0 0
0 0 0 62
0 0 0 248
0 0 0 21
0 0 0 184
0 0 0 -56
0 0 0 -15
0 0 0 110
0 0 0 -333
0 0 0 -57
0 0 0 -382
0 0 0 -70
0 0 0 0
0 0 0 -44
0 0 0 -2
0 0 0 -1
0 0 0 2
0 0 0 -140
0 0 0 -53
0 0 0 295
0 0 0 19
0 0 0 19
0 0 0 32
0 0 0 8
0 0 0 -13
0 0 0 2
0 0 0 3
0 0 0 -82
0 0 0 -10
0 0 0 -169
0 0 0 -20
0 0 0 -52
0 0 0 -15
0 0 0 -52
0 0 0 -15
0 0 0 49
0 0 0 81
0 0 0 16
0 0 0 132
0 0 0 -19
0 0 0 1
0 0 0 71
0 0 0 778
0 0 0 -9
0 0 0 -1
0 0 0 0
0 0 0 359
0 0 0 46
0 0 0 41
0 0 0 41
0 0 0 17
0 0 0 476
0 0 0 -492
0 0 0 -1
0 0 0 -605
0 0 0 -4,655
0 0 0 -407
0 0 0 -1,518
0 0 0 2,230
0 0 0 67
0 0 0 262
0 0 0 -11
0 0 0 -63
0 0 0 -32
0 0 0 -43
0 0 0 -10
0 0 0 -8
0 0 0 -1,424
0 0 0 -12
0 0 0 4
0 0 0 -357
0 0 0 -914
0 0 0 -6
0 0 0 -7
0 0 0 -16
0 0 0 -4
0 0 0 -2
0 0 0 -4
0 0 0 -3
0 0 0 -3
0 0 0 -3
0 0 0 -1
0 0 0 0
0 0 0 -7
0 0 0 -1,040
0 0 0 255
0 0 0 233
0 0 0 1,851
0 0 0 345
0 0 0 -165
0 0 0 -1,008
0 0 0 -11
0 0 0 -7
0 0 0 -1,522
0 0 0 -16
0 0 0 0
0 0 0 -228
0 0 0 -456
0 0 0 -1,185
0 0 0 -12
0 0 0 -12
0 0 0 -7
0 0 0 -9
0 0 0 -13
0 0 0 -11
0 0 0 -9
0 0 0 -7
0 0 0 -4
0 0 0 0
0 0 0 -57
0 0 0 -434
0 0 0 -47
0 0 0 -125
0 0 0 838
0 0 0 134
0 0 0 836
0 0 0 -94
0 0 0 -29
0 0 0 1,002
0 0 0 135
0 0 0 502
0 0 0 0
0 0 0 -1
0 0 0 -4
0 0 0 -3
0 0 0 -4
0 0 0 -26
0 0 0 373
0 0 0 -383
0 0 0 -2,526
0 0 0 -4
0 0 0 -763
0 0 0 -120
0 0 0 -1,702
0 0 0 -21,261
0 0 0 607
0 0 0 1,798
0 0 0 20
0 0 0 13
0 0 0 3
0 0 0 -10
0 0 0 -14
0 0 0 -237
0 0 0 -657
0 0 0 -1
0 0 0 -9
0 0 0 -12
0 0 0 -7
0 0 0 -1,382
0 0 0 -9
0 0 0 -12
0 0 0 -11
0 0 0 -11
0 0 0 -10
0 0 0 -8
0 0 0 -7
0 0 0 -5
0 0 0 -9
0 0 0 -10
0 0 0 -523
0 0 0 -4,098
0 0 0 1,231
0 0 0 20
0 0 0 -1
0 0 0 -7
0 0 0 -25
0 0 0 -22
0 0 0 -2,821
0 0 0 -11
0 0 0 -9
0 0 0 -19
0 0 0 -15
0 0 0 -505
0 0 0 -3,145
0 0 0 0
0 0 0 -45
0 0 0 -319
0 0 0 -35
0 0 0 -38
0 0 0 1,239
0 0 0 582
0 0 0 -214
0 0 0 -658
0 0 0 -120
0 0 0 603
0 0 0 202
0 0 0 -281
0 0 0 -1,737
0 0 0 -19
0 0 0 34
0 0 0 -116
0 0 0 14
0 0 0 334
0 0 0 12
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 -44,540
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 -10,984
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 37,915 781,840 0.048495
2013 33,302 660,415 0.050426
2012 28,296 530,105 0.053378
2011 24,472 437,851 0.055891
2010 15,660 320,351 0.048884
2
Total of line 1, column (d) .....................
20.257074
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
0.051415
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
826,667
5
Multiply line 4 by line 3......................
5
42,503
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
198
7
Add lines 5 and 6........................
7
42,701
8
Enter qualifying distributions from Part XII, line 4.............
8
42,919
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 1 198
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 198
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- ..... 5 198
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 1,680
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.............. Part VI Line 7 - Original Return Overpayment: -1680 7 1,680
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 1,482
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet400 RefundedBullet 11 1,082
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)
    bulletCO
    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 ofbulletKATHRYN A BRADLEY PC Telephone no.bullet (480) 584-3517

    Located atbullet14301 N 87TH STREET 208SCOTTSDALEAZ ZIP+4bullet852603692
    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
    KEITH DOUGLASS TRUSTEE
    1.00     		0 0 0
    645 E YALE PLACE
    ENGLEWOOD,CO80113
    BRUCE DOUGLASS TRUSTEE
    1.00     		0 0 0
    5688 COLLEGE PLACE
    BOULDER,CO80303
    HELEN DOUGLASS TRUSTEE
    1.00     		0 0 0
    910 GILDERSLEEVE STREET
    SANTA FE,NM87505
    KIMBERLY DOUGLASS TRUSTEE
    1.00     		0 0 0
    1903 N FREMONT
    CHICAGO,IL60614
    HOWARD DOUGLASS TRUSTEE
    1.00     		0 0 0
    4120 E GARFIELD
    SEATTLE,WA98112
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    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
    801,831
    b
    Average of monthly cash balances.......................
    1b
    37,425
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    839,256
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    839,256
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    12,589
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    826,667
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    41,333
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    41,333
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    198
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    198
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    41,135
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    41,135
    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
    41,135
    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
    42,919
    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
    42,919
    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
    198
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    42,721
    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 41,135
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only.......  
    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...... 7,080
    fTotal of lines 3a through e........ 7,080
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 42,919
    a Applied to 2014, but not more than line 2a  
    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..... 34,055
    e Remaining amount distributed out of corpus 8,864
    5 Excess distributions carryover applied to 2015. 7,080 7,080
    (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 8,864
    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 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    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 ......     		8,864
    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.... 8,864
    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).)
    DOUGLASS CHARITABLE LEAD ANNUITY TR
    KEITH DOUGLASS TRUSTEE
    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
    ROCKY MOUNTAIN PBS
    1089 BANNOCK ST
    DENVER,CO80204     		  PUBLIC CIVIC 500
    DOCTORS WITHOUT BORDERS
    333 7TH AVENUE 2ND FLOOR
    NEW YORK,NY10001     		  PUBLIC MEDICAL 3,500
    LENSIC PERFORMING ARTS
    211 W SAN FRANCISCO
    SANTA FE,NM87501     		  PUBLIC ARTS 300
    DENVER ZOOLOGICAL SOCIETY
    2300 STEELE ST
    DENVER,CO80205     		  PUBLIC ANIMAL WELFARE 500
    KITCHEN ANGELS
    1222 SILER ROAD
    SANTA FE,NM87507     		  PUBLIC CHILDREN 500
    CLIMATE SOLUTIONS
    1402 THIRD AVE STE 1305
    SEATTLE,WA98101     		  PUBLIC CIVIC 1,000
    SANTA FE BOTANICAL GARDEN
    PO BOX 23433
    SANTA FE,NM87502     		  PUBLIC CIVIC 300
    ASSISTANCE DOGS OF THE WEST
    PO BOX 31027
    SANTA FE,NM87594     		  PUBLIC MEDICAL 300
    NPSNM ENDOWMENT FUND
    PO BOX 35388
    ALBUQUERQUE,NM87176     		  PUBLIC EDUCATION 200
    FIRST PLACE
    PO BOX 22536
    SEATTLE,WA98122     		  PUBLIC CIVIC 1,000
    350ORG
    20 JAY ST SUITE 732
    BROOKLYN,NY11201     		  PUBLIC ENVIRONMENTAL 1,000
    BOYS AND GIRLS CLUBS OF KINGS COUNTY
    603 STEWART 300
    SEATTLE,WA98101     		  PUBLIC CHILDREN'S WELFARE 500
    ALASKA WILDERNESS LEAGUE
    122 C ST NW
    WASHINGTON,DC20001     		  PUBLIC ENVIRONMENTAL 500
    SAVE OUR YOUTH
    3443 W 23RD AVE
    DENVER,CO80211     		  PUBLIC CHILDREN'S WELFARE 500
    MENTAL HEALTH CENTER OF DENVER
    4141 E DICKERSON
    DENVER,CO80222     		  PUBLIC MEDICAL 500
    YOUTH SHELTERS
    PO BOX 28279
    SANTA FE,NM87592     		  PUBLIC CHILDREN 300
    RED LAKE ROSIE'S PLACE
    23880 S GOOD RD
    TRAIL,MN56684     		  PUBLIC ANIMAL WELFARE 300
    DAIRY CENTER FOR THE ARTS
    2590 WALNUT ST
    BOULDER,CO80302     		  PUBLIC ARTS 400
    SEATTLE HUMANE SOCIETY
    13212 SE EASTGATE WAY
    BELLEVUE,WA98005     		  PUBLIC ANIMAL WELFARE 200
    MUSEUM OF NEW MEXICO FOUNDATION
    116 LINCOLN AVE
    SANTA FE,NM87501     		  PUBLIC ARTS 400
    HABITAT FOR HUMANITY
    121 HABITAT STREET
    AMERICUS,GA31709     		  PUBLIC HOMELESS 500
    WYATT EDISON CHARTER SCHOOL
    3620 FRANKLIN STREET
    DENVER,CO80205     		  PUBLIC EDUCATION 500
    BOYS AND GIRLS CLUB
    730 ALTO STREET
    SANTA FE,NM87501     		  PUBLIC CHILDREN'S WELFARE 300
    NEW MEXICO ENVIRONMENTAL LAW CENTER
    1405 LUISA STREET SUITE 5
    SANTA FE,NM87505     		  PUBLIC ENVIRONMENTAL 1,100
    AMERICAN RED CROSS
    PO BOX 4002018
    DES MOINES,IA50340     		  PUBLIC CIVIC 500
    KENSINGTON CONSERVATORY
    736 N WESTERN AVE PMB 346
    LAKE FOREST,IL60045     		  PUBLIC CIVIC 2,500
    LANDMARKS ILLINOIS
    53 WEST JACKSON BLVD STE 1315
    CHICAGO,IL60604     		  PUBLIC CIVIC 300
    SANTA FE FARMERS MARKET
    1607 PASEO DE PERALTA
    SANTA FE,NM87501     		  PUBLIC CIVIC 300
    SANTA FE CONSERVATION TRUST
    PO BOX 23985
    SANTA FE,NM87502     		  PUBLIC CIVIC 300
    GIRLS INC
    301 HILLSIDE AVENUE
    SANTA FE,NM87501     		  PUBLIC EDUCATION 400
    PARLANDO SCHOOL FOR THE ARTS
    2590 WALNUT ST
    BOULDER,CO80302     		  PUBLIC ARTS 200
    FRED HUTCHINSON CANCER RESEARCH CENTER
    PO BOX 19024
    SEATTLE,WA98109     		  PUBLIC MEDICAL 5,400
    ENNEAGRAM PRISON PROJECT
    PO BOX 804
    LOS GATOS,CA95031     		  PUBLIC EDUCATION 300
    KENT DENVER SCHOOL
    4000 E QUINCY
    ENGLEWOOD,CO80113     		  PUBLIC EDUCATION 500
    BIG CITY MOUNTAINEERS
    710 10TH STREET 120
    GOLDEN,CO80401     		  PUBLIC CHILDREN 2,000
    NEW MEXICO PBS
    1130 UNIVERSITY BLVD SE
    ALBUQUERQUE,NM87131     		  PUBLIC CIVIC 500
    PLANNED PARENTHOOD OF NEW MEXICO
    730 S ST MICHAELS DR SUITE 4B
    SANTA FE,NM87505     		  PUBLIC MEDICAL 300
    THE SALVATION ARMY
    5040 N PULASKI ROAD
    CHICAGO,IL60630     		  PUBLIC HOMELESS 500
    CHARCOT-MARIE-TOOTH ASSOCIATION
    PO BOX 105
    GLENOLDEN,PA19036     		  PUBLIC MEDICAL 500
    WTTW 11
    5400 N SAINT LOUIS AVE
    CHICAGO,IL60625     		  PUBLIC CIVIC 800
    ATTENTION HOMES
    3080 BROADWAY ST
    DENVER,CO80304     		  PUBLIC HOMELESS 500
    WOUNDED WARRIOR PROJECT
    1 S NEVADA AVENUE STE 205
    COLORADO SPRINGS,CO80903     		  PUBLIC VETERAN'S WELFARE 2,500
    DENVER DUMB FRIEND LEAGUE
    2080 S QUEBEC ST
    DENVER,CO80231     		  PUBLIC ANIMAL WELFARE 400
    RUSH HOUR CONCERTS
    65 E HURON ST
    CHICAGO,IL60611     		  PUBLIC ARTS 500
    WHEELWRIGHT MUSEUM
    704 CAMINO LEJO
    SANTA FE,NM87505     		  PUBLIC ARTS 400
    PEDIATRIC THERAPY NETWORK
    1815 W 213TH ST 100
    TORRANCE,CA90501     		  PUBLIC CHILDREN 200
    COLORADO NONPROFIT DEV
    789 SHERMAN ST 250
    DENVER,CO80203     		  PUBLIC CIVIC 500
    COLORADO PUBLIC RADIO
    7409 S ALTON CT
    ENGLEWOOD,CO80112     		  PUBLIC CIVIC 500
    CVNM
    200 W DE VARGAS ST 1
    SANTA FE,NM87501     		  PUBLIC CIVIC 400
    OPPORTUNITY INTERNATIONAL
    550 W VAN BUREN ST
    CHICAGO,IL60607     		  PUBLIC CIVIC 500
    SCHOOL OF ADVANCED RESEARCH
    660 GARCIA ST
    SANTA FE,NM87505     		  PUBLIC EDUCATION 200
    GREATER CHICAGO FOOD DEPOSITORY
    4100 W ANN LURIE PL
    CHICAGO,IL60632     		  PUBLIC HOMELESS 500
    INREACH
    311 MAPLETON AVE 231
    BOULDER,CO80304     		  PUBLIC MEDICAL 500
    Total .................................bullet 3a 38,000
    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 3  
    4 Dividends and interest from securities....     14 12,888  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property     		         
    7 Other investment income.....     14 11,922  
    8
    Gain or (loss) from sales of assets other than inventory ............     		         
    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)..   24,813  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1324,813
    (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:  
    Part VI Line 7 -Original Return Overpayment: -1,680


    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
    DOUGLASS FAMILY FOUNDATION
     
    Employer identification number

    26-0348290
    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
    DOUGLASS FAMILY FOUNDATION
          		Employer identification number
    26-0348290
    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
     
     

    DOUGLASS CHARTITABLE LEAD TRUST  
    KEITH DOUGLASS TRUSTEE
     
    Englewood, CO80113

    		$ 98,284


    (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
    DOUGLASS FAMILY FOUNDATION
          		Employer identification number

    26-0348290
    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
     
    		$    
    (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
     
    		$    
    (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
    DOUGLASS FAMILY FOUNDATION
          		Employer identification number

    26-0348290
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2015 AccountingFeesSchedule
    Name:
    DOUGLASS FAMILY FOUNDATION
    EIN:
    26-0348290
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Kathryn A. Bradley, PC legal/tax prep 1,725 863   862

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    DOUGLASS FAMILY FOUNDATION
    EIN:
    26-0348290
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ACCENTURE PLC IRELAND 1,474 1,463
    ALPHABET INC CL A 1,090 1,556
    AMERIPRISE FINANCIAL INC 1,809 1,490
    APPLE INC 1,581 1,474
    BECTON DICKINSON & CO 1,517 1,541
    BLACKROCK EMRG MKT 37,374 33,967
    BLACKROCK GLOBAL LONG SHORT EQUITY 21,517 21,346
    BOEING CO 1,492 1,590
    CLEARBRIDGE AGGRESSIVE GROWTH FUND 43,806 44,055
    COGNIZANT TECH SOLUTIONS 1,369 1,501
    COLGATE PALMOLIVE CO 1,570 1,532
    COMCAST CORP 1,504 1,467
    CVS HEALTH CORP 1,578 1,564
    DANAHER CORP 1,379 1,486
    DELAWARE SMALL CAP CORE 29,014 29,269
    DOUBLELINE TOTAL RETURN 106,267 104,623
    EATON VANCE FLOATING RATE 42,577 40,958
    ECOLAB INC 1,403 1,487
    FRANKLIN CONVERTIBLE SECURITIES 21,805 21,845
    GUGGENHEIM MACRO OPPORTUNITIES 71,262 68,893
    FACEBOOK INC CL A 1,211 1,570
    HENNESSY FOCUS 30 FUND INSTITUTE 28,024 26,708
    HILTON WORLDWIDE HOLDINGS 1,988 1,498
    HOME DEPOT INC 1,355 1,455
    HONEYWELL INTL INC 1,505 1,554
    ILLINOIS TOOL WORKS 1,464 1,483
    INTERNATIONAL EXCHANGE GROUP 1,337 1,538
    INVESCO LTD 1,765 1,641
    ISHARES MSCI EAFE MINIMUM 42,273 43,982
    ISHARES MSCI EMERGING MARKETS 28,114 27,444
    ISHARES RUSSELL 1000 GROWTH FUND 42,260 45,363
    ISHARES RUSSELL 1000 VALUE 49,309 51,964
    MAINGATE MLP FUND 21,430 19,193
    MCKESSON CORP 1,686 1,578
    MEDTRONIC INC 1,503 1,538
    MYLAN INC 1,196 1,514
    O'REILLY AUTOMOTIVE INC 1,167 1,521
    PAREXEL INTL CORP 1,747 1,635
    RED HAT INC 1,481 1,573
    ROCKWELL AUTOMATION INC 1,622 1,539
    ROCKWELL COLLINS INC 1,475 1,569
    STARBUCKS CORP 1,018 1,501
    THERMO FISHER SCIENTIFIC INC 1,451 1,560
    THORNBURG INTL VALUE FUND 56,749 50,606
    TIME WARNER INC 1,667 1,487
    TJX COS INC NEW 1,427 1,489
    UNITED STATES COMMODITY INDEX 35,194 34,197
    UNITED TECHNOLOGIES CORP 1,688 1,537
    VANGUARD INDEX FUNDS 28,183 29,187
    BOEING COMPANY 793 868
    BRITISH AMER TOBACCO PLC 2,074 2,099
    COLGATE PALMOLIVE CO 992 933
    DIAGEO PLC 2,084 1,963
    DOMINION RESOURCES INC 2,068 1,826
    HOME DEPOT INC 1,663 2,116
    ILLINOIS TOOL WORKS INC 973 927
    INVESTCO LTD 1,014 837
    JOHNSON CONTROLS INC 1,766 1,422
    MEDTRONIC PLC 1,000 1,000
    MICROSOFT CORP 2,218 2,663
    NEXTERA ENERGY INC 2,043 1,974
    NORDSTROM INC 1,964 1,245
    NOVARTIS AG SPON ADR 1,892 1,721
    OCCIDENTAL PETROLEUM 2,088 1,758
    PEPSICO 1,846 1,898
    ROCKWELL COLLINS INC 692 738
    SCHLUMBERGER LTD 1,753 1,325
    TORONTO DOMINION BK NEW CANADA 2,098 1,763
    UNION PACIFIC CORP 2,117 1,408
    UNITED TECHNOLOGIES CORP 938 768
    VF CORP 598 498

    TY 2015 OtherAssetsSchedule
    Name:
    DOUGLASS FAMILY FOUNDATION
    EIN:
    26-0348290
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DIVIDENDS RECEIVABLE 688 872 872
    DIVIDENDS RECEIVABLE 688 872 872
    DIVIDENDS RECEIVABLE 688 872 872


    TY 2015 OtherAssetsSchedule
    Name:
    DOUGLASS FAMILY FOUNDATION
    EIN:
    26-0348290
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DIVIDENDS RECEIVABLE 688 872 872
    DIVIDENDS RECEIVABLE 688 872 872
    DIVIDENDS RECEIVABLE 688 872 872


    TY 2015 OtherAssetsSchedule
    Name:
    DOUGLASS FAMILY FOUNDATION
    EIN:
    26-0348290
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DIVIDENDS RECEIVABLE 688 872 872
    DIVIDENDS RECEIVABLE 688 872 872
    DIVIDENDS RECEIVABLE 688 872 872


    TY 2015 OtherIncomeSchedule2
    Name:
    DOUGLASS FAMILY FOUNDATION
    EIN:
    26-0348290
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    CAPITAL GAINS -44,540    
    CAPITAL GAIN DISTRIBUTIONS 11,921 11,921  


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    DOUGLASS FAMILY FOUNDATION
    EIN:
    26-0348290
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    UBS FINANCIAL INVESTMENT FEES 8,114 4,057   4,057


    TY 2015 TaxesSchedule
    Name:
    DOUGLASS FAMILY FOUNDATION
    EIN:
    26-0348290
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    US TREASURY-ESTIMATED TAXES 1,680      
    FOREIGN TAXES PAID 125 125    
    US TREASURY-2014 TAXES DUE 469