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
CAROL A STUHR FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)2625 MUSKEGON ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HARRISON, MI48625
A Employer identification number

45-4054307
B Telephone number (see instructions)

(989) 539-7910
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$1,933,584J 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) 114,500
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 52,199 52,199  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 12,513
b Gross sales price for all assets on line 6a 1,767,124
7 Capital gain net income (from Part IV, line 2)... 12,513
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 179,212 64,712  
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).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 22,954 22,954 22,954  
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 22,954 22,954 22,954 0
25 Contributions, gifts, grants paid....... 95,000 95,000
26 Total expenses and disbursements. Add lines 24 and 25 117,954 22,954 22,954 95,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 61,258
b Net investment income (if negative, enter -0-) 41,758
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............. 48,144 55,168 55,168
2 Savings and temporary cash investments.........      
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).......      
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).......... 1,682,239 Click to see attachment1,724,973 1,745,135
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment121,781 Click to see attachment133,281 Click to see attachment133,281
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,852,164 1,913,422 1,933,584
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.................. 1,852,164 1,913,422
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)..... 1,852,164 1,913,422
31 Total liabilities and net assets/fund balances (see instructions). 1,852,164 1,913,422
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
1,852,164
2
Enter amount from Part I, line 27a .....................
2
61,258
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,913,422
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
1,913,422
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 ISHARES 10+ YEAR CREDIT BOND P 2013-09-09 2015-12-09
b ISHARES BARCLAYS 3-7 YEAR TREASURY B P 2013-05-21 2015-01-15
c ISHARES BARCLAYS 7-10 YEAR TREASURY P 2014-06-02 2015-11-09
d ISHARES BARCLAYS TIPS BOND P 2012-02-29 2015-07-13
e ISHARES CORE TOTAL US BOND MARKET ET P 2013-02-22 2015-01-12
VANGUARD FTSE ALL-WLD EX-U.S.SMCP P 2012-03-22 2015-07-13
VANGUARD GROWTH ETF P 2012-02-29 2015-12-09
VANGUARD INTERMED TERM BOND ETF P 2012-06-25 2015-01-15
VANGUARD INTERM-TM CORP BD IDX P 2013-04-12 2015-01-15
VANGUARD SHORT-TERM BOND ETF P 2013-04-12 2015-01-15
AQR DIVERSIFIED ARBITRAGE N P 2015-01-15 2015-10-15
BLACKROCK FLOATING RATE INCOME INSTL P 2015-01-15 2015-10-15
EATON VANCE FLOATING RATE I P 2015-03-13 2015-09-23
EATON VANCE INVEST GRADE INCOME I P 2015-01-15 2015-09-23
EATON VANCE LG CAP CORE RESEARCH I P 2015-01-15 2015-03-13
HARBOR INTERNATIONAL INSTL P 2015-01-15 2015-07-20
ISHARES BARCLAYS GOVERNMENT/CR BOND P 2015-10-05 2015-11-09
ISHARES BARCLAYS TIPS BOND P 2015-01-15 2015-11-30
ISHARES CORE TOTAL US BOND MARKET ET P 2015-10-05 2015-12-17
ISHARES DOW JONES US CONSUMER SERVIC P 2015-01-15 2015-11-09
ISHARES FLOATING RATE NOTE FUND P 2015-02-03 2015-08-07
ISHARES NASDAQ BIOTECHNOLOGY INDEX P 2015-01-15 2015-07-27
ISHARES S&P GLOBAL FINANCIALS P 2015-05-13 2015-06-18
JPMORGAN RESEARCH EQU LONG/SHORT SEL P 2015-01-15 2015-09-21
NATIXIS ASG MANAGED FUTURES STRATEGY P 2015-07-20 2015-10-15
PARAMETRIC INT'L EQUITY INST P 2015-01-15 2015-09-04
POWERSHARES SENIOR LOAN PORT P 2015-01-15 2015-08-07
SPDR BARCLAYS SHORT TERM HIGH YIELD P 2015-01-15 2015-02-03
VANGUARD FTSE ALL-WLD EX-U.S.SMCP P 2015-01-15 2015-06-19
VANGUARD FTSE EMERGING MARKETS ETF P 2014-11-07 2015-07-13
VANGUARD GROWTH ETF P 2015-01-15 2015-12-09
VANGUARD REIT INDEX ETF P 2015-04-21 2015-07-13
VANGUARD SHORT-TERM BOND ETF P 2015-08-25 2015-11-30
VANGUARD SHRT-TERM INFL-PROT SEC IDX P 2015-07-13 2015-11-30
VANGUARD TOTAL INT'L BOND ETF P 2015-09-02 2015-11-30
ISHARES BARCLAYS 20+ YR TRS BOND P 2012-03-22 2015-12-09
ISHARES BARCLAYS 3-7 YEAR TREASURY B P 2012-02-29 2015-01-14
ISHARES BARCLAYS 7-10 YEAR TREASURY P 2014-11-07 2015-11-09
ISHARES BARCLAYS TIPS BOND P 2012-02-29 2015-12-09
ISHARES CORE TOTAL US BOND MARKET ET P 2013-05-03 2015-01-15
VANGUARD FTSE ALL-WLD EX-U.S.SMCP P 2012-02-29 2015-07-13
VANGUARD INTERMED TERM BOND ETF P 2013-07-08 2015-01-15
VANGUARD INTERM-TM CORP BD IDX P 2012-03-22 2015-01-15
VANGUARD INTERM-TM CORP BD IDX P 2013-05-08 2015-01-15
VANGUARD SHORT-TERM BOND ETF P 2012-09-14 2015-01-15
AQR DIVERSIFIED ARBITRAGE N P 2015-01-15 2015-07-20
BRANDES INST EMERGING MARKETS I P 2015-01-15 2015-04-27
EATON VANCE FLOATING RATE I P 2015-03-13 2015-09-04
EATON VANCE INVEST GRADE INCOME I P 2015-01-15 2015-09-04
EATON VANCE LG CAP CORE RESEARCH I P 2015-01-15 2015-12-22
ISHARES 10+ YEAR CREDIT BOND P 2015-01-15 2015-12-09
ISHARES BARCLAYS GOVERNMENT/CR BOND P 2015-01-26 2015-03-03
ISHARES COHEN & STEERS REALTY MAJORS P 2015-03-03 2015-04-08
ISHARES CORE TOTAL US BOND MARKET ET P 2015-03-03 2015-05-13
ISHARES DOW JONES US CONSUMER SERVIC P 2015-01-15 2015-03-03
ISHARES FLOATING RATE NOTE FUND P 2015-08-25 2015-11-30
ISHARES NASDAQ BIOTECHNOLOGY INDEX P 2015-01-15 2015-05-13
ISHARES S&P GLOBAL FINANCIALS P 2015-07-27 2015-08-27
JPMORGAN RESEARCH EQU LONG/SHORT SEL P 2015-01-15 2015-11-30
OAKMARK GLOBAL SELECT I P 2015-01-15 2015-04-27
PIMCO 0-5 YEAR HI YLD CORP BOND IDX P 2015-01-15 2015-07-13
POWERSHARES SENIOR LOAN PORT P 2015-07-13 2015-11-30
SPDR DOW JONES INDUSTRIAL AVERAGE P 2015-01-12 2015-01-13
VANGUARD FTSE ALL-WLD EX-U.S.SMCP P 2015-01-15 2015-09-02
VANGUARD FTSE EMERGING MARKETS ETF P 2015-06-19 2015-09-02
VANGUARD GROWTH ETF P 2015-01-15 2015-07-13
VANGUARD REIT INDEX ETF P 2015-06-19 2015-09-02
VANGUARD SHORT-TERM BOND ETF P 2015-09-02 2015-11-30
VANGUARD SMALL CAP ETF P 2015-04-21 2015-07-13
VANGUARD TOTAL INT'L BOND ETF P 2014-06-02 2015-01-15
ISHARES BARCLAYS 20+ YR TRS BOND P 2012-02-29 2015-12-09
ISHARES BARCLAYS 3-7 YEAR TREASURY B P 2012-02-29 2015-01-12
ISHARES BARCLAYS 7-10 YEAR TREASURY P 2013-02-22 2015-11-09
ISHARES CORE TOTAL US BOND MARKET ET P 2013-02-22 2015-01-15
ISHARES IBOXX INVEST GRADE CORP BD P 2012-03-22 2015-12-09
VANGUARD FTSE EMERGING MARKETS ETF P 2012-06-25 2015-07-13
VANGUARD INTERMED TERM BOND ETF P 2013-09-12 2015-01-15
VANGUARD INTERM-TM CORP BD IDX P 2012-06-25 2015-01-15
VANGUARD SHORT-TERM BOND ETF P 2013-09-19 2015-01-15
VANGUARD SHORT-TERM BOND ETF P 2012-03-22 2015-01-15
AQR MANAGED FUTURES STRATEGY HV I P 2015-07-20 2015-10-15
CURRENCYSHARES JAPANESE YEN TRUST P 2015-11-09 2015-12-17
EATON VANCE FLOATING RATE I P 2015-03-13 2015-07-17
EATON VANCE LARGE CAP GROWTH P 2015-01-15 2015-09-23
EATON VANCE MULTI STRATEGY ALL I P 2015-01-15 2015-09-23
ISHARES BARCLAY AGENCY BOND FUND P 2015-08-27 2015-10-05
ISHARES BARCLAYS INTER MED GOVT CR B P 2015-10-05 2015-11-09
ISHARES COHEN & STEERS REALTY MAJORS P 2015-03-03 2015-05-13
ISHARES CORE US CREDIT BOND P 2015-01-26 2015-03-03
ISHARES DOW JONES US CONSUMER SERVIC P 2015-01-15 2015-10-05
ISHARES FLOATING RATE NOTE FUND P 2015-07-13 2015-11-30
ISHARES NASDAQ BIOTECHNOLOGY INDEX P 2015-01-15 2015-11-09
ISHARES S&P GLOBAL HEALTHCARE P 2015-01-15 2015-07-27
JPMORGAN STRATEGIC INCOME OPPS SEL P 2015-01-15 2015-07-20
OAKMARK GLOBAL SELECT I P 2015-01-15 2015-07-20
PIMCO 0-5 YEAR HI YLD CORP BOND IDX P 2015-01-15 2015-12-09
POWERSHARES SENIOR LOAN PORT P 2015-01-15 2015-11-30
SPDR DOW JONES INDUSTRIAL AVERAGE P 2015-01-12 2015-01-14
VANGUARD FTSE DEVELOPED MARKETS P 2015-04-21 2015-07-13
VANGUARD FTSE EUROPEAN ETF P 2015-01-15 2015-07-13
VANGUARD INTERMED TERM BOND ETF P 2014-11-07 2015-01-15
VANGUARD REIT INDEX ETF P 2015-08-07 2015-09-02
VANGUARD SHORT-TERM CORP BD IDX ETF P 2015-01-15 2015-04-21
VANGUARD SMALL CAP ETF P 2015-08-07 2015-08-25
VANGUARD TOTAL INT'L BOND ETF P 2015-02-03 2015-11-30
ISHARES BARCLAYS 3-7 YEAR TREASURY B P 2012-03-22 2015-01-15
ISHARES BARCLAYS 3-7 YEAR TREASURY B P 2013-01-03 2015-01-15
ISHARES BARCLAYS 7-10 YEAR TREASURY P 2013-05-21 2015-11-09
ISHARES CORE TOTAL US BOND MARKET ET P 2013-09-12 2015-01-15
ISHARES IBOXX INVEST GRADE CORP BD P 2012-02-29 2015-07-13
VANGUARD FTSE EMERGING MARKETS ETF P 2014-02-05 2015-07-13
VANGUARD INTERMED TERM BOND ETF P 2012-03-22 2015-01-15
VANGUARD INTERM-TM CORP BD IDX P 2012-02-29 2015-01-15
VANGUARD SHORT-TERM BOND ETF P 2013-09-12 2015-01-15
VANGUARD SHORT-TERM BOND ETF P 2012-02-29 2015-01-15
ARBITRAGE EVENT DRIVEN I P 2015-01-15 2015-07-20
DOUBLELINE TOTAL RETURN BOND I P 2015-01-15 2015-10-15
EATON VANCE FOCUSED GROWTH OPP I P 2015-09-23 2015-12-22
EATON VANCE LARGE CAP GROWTH P 2015-01-15 2015-03-13
EATON VANCE MULTI STRATEGY ALL I P 2015-01-15 2015-12-22
ISHARES BARCLAY AGENCY BOND FUND P 2015-08-28 2015-10-05
ISHARES BARCLAYS MBS FIXED-RATE BOND P 2015-06-18 2015-10-05
ISHARES CORE S&P 500 ETF P 2014-12-19 2015-01-06
ISHARES DJ U.S. HEALTHCARE INDEX P 2015-01-15 2015-08-27
ISHARES DOW JONES US CONSUMER SERVIC P 2015-01-15 2015-01-26
ISHARES IBOXX INVEST GRADE CORP BD P 2015-03-03 2015-04-08
ISHARES NASDAQ BIOTECHNOLOGY INDEX P 2015-01-15 2015-01-26
ISHARES S&P GLOBAL HEALTHCARE P 2015-01-15 2015-04-08
JPMORGAN STRATEGIC INCOME OPPS SEL P 2015-01-15 2015-10-15
OAKMARK SELECT I P 2015-01-15 2015-04-27
PIMCO TRENDS MANAGED FUTURES STRAT I P 2015-07-20 2015-10-15
SELECTED AMERICAN SHARES D P 2015-01-15 2015-04-27
SPDR DOW JONES REIT P 2015-01-15 2015-12-09
VANGUARD FTSE DEVELOPED MARKETS P 2015-08-07 2015-09-02
VANGUARD FTSE EUROPEAN ETF P 2014-11-07 2015-07-13
VANGUARD INTERMED TERM BOND ETF P 2014-06-02 2015-01-15
VANGUARD REIT INDEX ETF P 2015-04-21 2015-08-25
VANGUARD SHORT-TERM CORP BD IDX ETF P 2015-09-02 2015-11-30
VANGUARD SMALL CAP ETF P 2015-06-19 2015-08-25
VANGUARD TOTAL INT'L BOND ETF P 2015-02-03 2015-04-21
ISHARES BARCLAYS 3-7 YEAR TREASURY B P 2012-06-25 2015-01-15
ISHARES BARCLAYS 3-7 YEAR TREASURY B P 2013-05-08 2015-01-15
ISHARES BARCLAYS 7-10 YEAR TREASURY P 2012-12-19 2015-11-09
ISHARES CORE TOTAL US BOND MARKET ET P 2013-11-14 2015-01-15
ISHARES IBOXX INVEST GRADE CORP BD P 2012-02-29 2015-12-09
VANGUARD FTSE EMERGING MARKETS ETF P 2013-09-09 2015-07-13
VANGUARD INTERMED TERM BOND ETF P 2013-07-11 2015-01-15
VANGUARD INTERM-TM CORP BD IDX P 2013-07-08 2015-01-15
VANGUARD SHORT-TERM BOND ETF P 2013-11-14 2015-01-15
VANGUARD SHORT-TERM BOND ETF P 2012-02-29 2015-01-08
ARTISAN VALUE FUND INVESTOR SHARES P 2015-01-15 2015-04-27
DREYFUS BOND MARKET INDEX BASIC P 2015-07-20 2015-10-15
EATON VANCE FOCUSED VALUE OPP I P 2015-09-23 2015-10-09
EATON VANCE LARGE CAP GROWTH P 2015-01-15 2015-07-17
EATON VANCE MULTI STRATEGY ALL I P 2015-01-15 2015-09-04
ISHARES BARCLAY AGENCY BOND FUND P 2015-01-15 2015-01-26
ISHARES BARCLAYS MBS FIXED-RATE BOND P 2015-07-13 2015-10-05
ISHARES CORE S&P 500 ETF P 2014-12-18 2015-01-06
ISHARES DJ U.S. HEALTHCARE INDEX P 2015-01-15 2015-05-13
ISHARES DOW JONES US FINANCIAL SECTO P 2015-01-26 2015-03-03
ISHARES IBOXX INVEST GRADE CORP BD P 2015-01-15 2015-04-08
ISHARES RUSSELL 1000 GROWTH INDEX P 2015-01-15 2015-01-26
ISHARES S&P GLOBAL HEALTHCARE P 2015-01-15 2015-03-03
JPMORGAN SYSTEMATIC ALPHA SEL P 2015-01-15 2015-11-30
OAKMARK SELECT I P 2015-01-15 2015-07-20
POWERSHARES EMERGING MKTS SOVEREIGN P 2015-08-25 2015-11-30
SELECTED AMERICAN SHARES D P 2015-01-15 2015-07-20
SPDR S&P 500 P 2015-01-08 2015-01-12
VANGUARD FTSE DEVELOPED MARKETS P 2015-04-21 2015-08-25
VANGUARD FTSE EUROPEAN ETF P 2014-10-21 2015-07-13
VANGUARD INTERMED TERM BOND ETF P 2014-08-19 2015-01-15
VANGUARD REIT INDEX ETF P 2015-04-21 2015-09-02
VANGUARD SHORT-TERM CORP BD IDX ETF P 2015-01-15 2015-02-03
VANGUARD SMALL CAP ETF P 2015-04-21 2015-08-25
VANGUARD TOTAL INT'L BOND ETF P 2015-02-03 2015-08-07
ISHARES BARCLAYS 3-7 YEAR TREASURY B P 2012-05-15 2015-01-15
ISHARES BARCLAYS 3-7 YEAR TREASURY B P 2013-05-03 2015-01-15
ISHARES BARCLAYS 7-10 YEAR TREASURY P 2013-05-08 2015-11-09
ISHARES CORE TOTAL US BOND MARKET ET P 2013-07-08 2015-01-15
ISHARES JPMORGAN USD EMERG MARKETS B P 2012-06-25 2015-07-13
VANGUARD FTSE EMERGING MARKETS ETF P 2012-03-22 2015-07-13
VANGUARD INTERMED TERM BOND ETF P 2013-11-14 2015-01-15
VANGUARD INTERM-TM CORP BD IDX P 2012-02-29 2015-01-08
VANGUARD SHORT-TERM BOND ETF P 2013-05-03 2015-01-15
VANGUARD SHORT-TERM BOND ETF P 2012-06-25 2015-01-15
BARCLAYS IPATH DOW JONES-AIG COMM ID P 2015-06-19 2015-08-25
DREYFUS BOND MARKET INDEX BASIC P 2015-04-27 2015-10-15
EATON VANCE GLBL MACRO ABS RET ADVG P 2015-01-15 2015-12-22
EATON VANCE LARGE CAP GROWTH P 2015-09-04 2015-09-23
FIDELITY LTD TERM BOND P 2015-03-03 2015-04-08
ISHARES BARCLAYS 1-3 YEAR CREDIT BON P 2015-08-28 2015-10-05
ISHARES BARCLAYS MBS FIXED-RATE BOND P 2015-06-18 2015-07-27
ISHARES CORE S&P 500 ETF P 2014-12-23 2015-01-06
ISHARES DJ U.S. HEALTHCARE INDEX P 2015-01-15 2015-01-26
ISHARES DOW JONES US FINANCIAL SECTO P 2015-08-28 2015-10-05
ISHARES IBOXX INVEST GRADE CORP BD P 2015-03-03 2015-12-09
ISHARES RUSSELL 1000 VALUE P 2015-07-27 2015-08-27
ISHARES S&P GLOBAL HEALTHCARE P 2015-01-15 2015-01-26
JPMORGAN SYSTEMATIC ALPHA SEL P 2015-01-15 2015-09-21
PARAMETRIC ABSOLUTE RETURN INST P 2015-01-15 2015-12-22
POWERSHARES EMERGING MKTS SOVEREIGN P 2015-01-15 2015-04-21
SPDR BARCLAYS HIGH YIELD BOND P 2015-01-15 2015-07-13
SPDR S&P 500 P 2015-01-08 2015-01-14
VANGUARD FTSE DEVELOPED MARKETS P 2015-06-19 2015-09-02
VANGUARD FTSE EUROPEAN ETF P 2015-08-07 2015-08-25
VANGUARD INTERM-TM CORP BD IDX P 2014-11-07 2015-01-15
VANGUARD SHORT-TERM BOND ETF P 2014-11-07 2015-04-21
VANGUARD SHORT-TERM CORP BD IDX ETF P 2015-07-13 2015-08-07
VANGUARD SMALL CAP GROWTH ETF P 2015-01-15 2015-07-13
VANGUARD TOTAL INT'L BOND ETF P 2015-02-03 2015-06-19
ISHARES BARCLAYS 3-7 YEAR TREASURY B P 2012-02-29 2015-01-15
ISHARES BARCLAYS 7-10 YEAR TREASURY P 2012-03-22 2015-07-13
ISHARES BARCLAYS 7-10 YEAR TREASURY P 2013-04-12 2015-11-09
ISHARES CORE TOTAL US BOND MARKET ET P 2013-05-21 2015-01-15
ISHARES MSCI CANADA INDEX P 2012-03-22 2015-07-13
VANGUARD FTSE EUROPEAN ETF P 2012-06-25 2015-07-13
VANGUARD INTERMED TERM BOND ETF P 2012-03-22 2015-01-14
VANGUARD INTERM-TM CORP BD IDX P 2013-09-12 2015-01-15
VANGUARD SHORT-TERM BOND ETF P 2012-06-19 2015-01-15
VANGUARD SHORT-TERM BOND ETF P 2013-02-22 2015-01-15
BARCLAYS IPATH DOW JONES-AIG COMM ID P 2015-04-21 2015-07-13
DREYFUS BOND MARKET INDEX BASIC P 2015-01-15 2015-10-15
EATON VANCE GLBL MACRO ABS RET ADVG P 2015-01-15 2015-03-13
EATON VANCE LARGE CAP GROWTH P 2015-05-21 2015-09-23
FIDELITY LTD TERM BOND P 2015-06-18 2015-07-27
ISHARES BARCLAYS 1-3 YEAR CREDIT BON P 2015-08-27 2015-10-05
ISHARES BARCLAYS MBS FIXED-RATE BOND P 2015-07-13 2015-12-09
ISHARES CORE TOTAL US BOND MARKET ET P 2014-11-07 2015-01-15
ISHARES DJ U.S. HEALTHCARE INDEX P 2015-08-28 2015-10-05
ISHARES DOW JONES US FINANCIAL SECTO P 2015-06-18 2015-08-27
ISHARES IBOXX INVEST GRADE CORP BD P 2015-03-03 2015-06-19
ISHARES RUSSELL 1000 VALUE P 2015-06-18 2015-08-27
ISHARES S&P GLOBAL HEALTHCARE P 2015-08-28 2015-10-05
JPMORGAN UNCONSTR DEBT SELECT P 2015-01-15 2015-11-30
PARAMETRIC ABSOLUTE RETURN INST P 2015-01-15 2015-07-17
POWERSHARES EMERGING MKTS SOVEREIGN P 2015-01-15 2015-02-03
SPDR BARCLAYS INT'L TREAS BOND P 2015-01-15 2015-12-09
SPDR S&P 500 P 2015-01-08 2015-01-14
VANGUARD FTSE DEVELOPED MARKETS P 2015-04-21 2015-09-02
VANGUARD FTSE EUROPEAN ETF P 2015-08-07 2015-09-02
VANGUARD INTERM-TM CORP BD IDX P 2014-10-30 2015-01-15
VANGUARD SHORT-TERM BOND ETF P 2014-11-07 2015-01-15
VANGUARD SHORT-TERM CORP BD IDX ETF P 2015-01-15 2015-08-07
VANGUARD SMALL CAP VALUE ETF P 2015-01-15 2015-07-13
VANGUARD TOTAL STOCK MARKET ETF P 2015-04-21 2015-07-13
ISHARES BARCLAYS 3-7 YEAR TREASURY B P 2012-09-14 2015-01-15
ISHARES BARCLAYS 7-10 YEAR TREASURY P 2012-03-22 2015-12-09
ISHARES BARCLAYS 7-10 YEAR TREASURY P 2012-12-10 2015-11-09
ISHARES CORE TOTAL US BOND MARKET ET P 2013-04-12 2015-01-15
ISHARES MSCI CANADA INDEX P 2012-02-29 2015-07-13
VANGUARD FTSE EUROPEAN ETF P 2012-03-22 2015-07-13
VANGUARD INTERMED TERM BOND ETF P 2012-03-22 2015-01-12
VANGUARD INTERM-TM CORP BD IDX P 2013-11-14 2015-01-15
VANGUARD SHORT-TERM BOND ETF P 2012-12-19 2015-01-15
VANGUARD SMALL CAP GROWTH ETF P 2012-02-29 2015-07-13
BARCLAYS IPATH DOW JONES-AIG COMM ID P 2015-08-07 2015-09-02
EATON VANCE ATLANTA CAPITAL SEL I P 2015-01-15 2015-07-17
EATON VANCE GLBL MACRO ABS RET ADVG P 2015-01-15 2015-07-17
EATON VANCE LARGE CAP GROWTH P 2015-05-21 2015-09-23
FMI LARGE CAP P 2015-01-15 2015-04-27
ISHARES BARCLAYS 1-3 YR TRS BOND P 2015-07-27 2015-10-05
ISHARES BARCLAYS MBS FIXED-RATE BOND P 2015-08-27 2015-12-09
ISHARES CORE TOTAL US BOND MARKET ET P 2014-11-07 2015-01-26
ISHARES DJ U.S. HEALTHCARE INDEX P 2015-01-15 2015-10-05
ISHARES DOW JONES US FINANCIAL SECTO P 2015-06-18 2015-10-05
ISHARES IBOXX INVEST GRADE CORP BD P 2015-03-03 2015-08-07
ISHARES RUSSELL 2000 GROWTH P 2015-05-13 2015-06-18
ISHARES S&P GLOBAL HEALTHCARE P 2015-08-27 2015-10-05
JPMORGAN UNCONSTR DEBT SELECT P 2015-01-15 2015-09-21
PARAMETRIC ABSOLUTE RETURN INST P 2015-01-15 2015-09-04
POWERSHARES EMERGING MKTS SOVEREIGN P 2015-07-13 2015-08-07
SPDR BARCLAYS INT'L TREAS BOND P 2015-01-15 2015-04-21
SPDR S&P DIVIDEND P 2014-12-23 2015-01-06
VANGUARD FTSE EMERGING MARKETS ETF P 2015-01-15 2015-07-13
VANGUARD FTSE PACIFIC ETF P 2015-01-15 2015-07-13
VANGUARD INTERM-TM CORP BD IDX P 2014-08-19 2015-01-15
VANGUARD SHORT-TERM BOND ETF P 2014-11-07 2015-02-03
VANGUARD SHORT-TERM CORP BD IDX ETF P 2015-01-15 2015-06-19
VANGUARD TOTAL BOND MARKET ETF P 2015-07-13 2015-08-07
VANGUARD TOTAL STOCK MARKET ETF P 2015-04-21 2015-08-25
ISHARES BARCLAYS 3-7 YEAR TREASURY B P 2012-02-29 2015-01-08
ISHARES BARCLAYS 7-10 YEAR TREASURY P 2012-03-22 2015-11-09
ISHARES BARCLAYS 7-10 YEAR TREASURY P 2012-09-14 2015-11-09
ISHARES CORE TOTAL US BOND MARKET ET P 2013-07-11 2015-01-15
ISHARES MSCI SWITZERLAND CAP IDX P 2012-02-29 2015-07-13
VANGUARD FTSE EUROPEAN ETF P 2012-02-29 2015-07-13
VANGUARD INTERMED TERM BOND ETF P 2013-05-21 2015-01-15
VANGUARD INTERM-TM CORP BD IDX P 2013-11-01 2015-01-15
VANGUARD SHORT-TERM BOND ETF P 2012-12-13 2015-01-15
VANGUARD SMALL CAP GROWTH ETF P 2012-03-22 2015-07-13
BARCLAYS IPATH DOW JONES-AIG COMM ID P 2015-06-19 2015-09-02
EATON VANCE ATLANTA CAPITAL SEL I P 2015-01-15 2015-03-13
EATON VANCE GLBL MACRO ABS RET ADVG P 2015-01-15 2015-09-04
EATON VANCE LARGE- CAP VALUE I P 2015-01-15 2015-07-17
FMI LARGE CAP P 2015-01-15 2015-07-20
ISHARES BARCLAYS 1-3 YR TRS BOND P 2015-08-28 2015-10-05
ISHARES BARCLAYS MBS FIXED-RATE BOND P 2015-01-15 2015-01-26
ISHARES CORE TOTAL US BOND MARKET ET P 2015-06-18 2015-07-27
ISHARES DOW JONES TRANSPORTATION AVG P 2015-10-05 2015-11-09
ISHARES DOW JONES US FINANCIAL SERVI P 2015-05-13 2015-06-18
ISHARES JPMORGAN USD EMERG MARKETS B P 2015-01-15 2015-07-13
ISHARES RUSSELL 2000 INDEX P 2014-12-19 2015-01-06
ISHARES S&P GLOBAL UTILITIES P 2015-01-26 2015-03-03
JPMORGAN VALUE ADVANTAGE A P 2015-01-15 2015-11-30
PARAMETRIC ABSOLUTE RETURN INST P 2015-01-15 2015-03-13
POWERSHARES EMERGING MKTS SOVEREIGN P 2015-01-15 2015-06-19
SPDR BARCLAYS INT'L TREAS BOND P 2015-01-15 2015-02-03
SPDR S&P DIVIDEND P 2014-10-30 2015-01-06
VANGUARD FTSE EMERGING MARKETS ETF P 2015-06-23 2015-07-13
VANGUARD FTSE PACIFIC ETF P 2014-11-07 2015-07-13
VANGUARD LONG TERM BOND ETF P 2014-03-26 2015-01-15
VANGUARD SHORT-TERM BOND ETF P 2014-08-18 2015-01-15
VANGUARD SHRT-TERM INFL-PROT SEC IDX P 2015-01-15 2015-04-21
VANGUARD TOTAL BOND MARKET ETF P 2015-01-15 2015-02-03
VANGUARD TOTAL STOCK MARKET ETF P 2015-08-07 2015-09-02
ISHARES BARCLAYS 3-7 YEAR TREASURY B P 2013-09-12 2015-01-15
ISHARES BARCLAYS 7-10 YEAR TREASURY P 2012-03-22 2015-01-08
ISHARES BARCLAYS 7-10 YEAR TREASURY P 2012-02-29 2015-07-13
ISHARES CORE TOTAL US BOND MARKET ET P 2013-09-19 2015-01-15
PIMCO 0-5 YEAR HI YLD CORP BOND IDX P 2014-06-23 2015-07-13
VANGUARD FTSE EUROPEAN ETF P 2014-06-23 2015-07-13
VANGUARD INTERMED TERM BOND ETF P 2013-05-08 2015-01-15
VANGUARD INTERM-TM CORP BD IDX P 2012-02-29 2015-01-14
VANGUARD SHORT-TERM BOND ETF P 2013-01-03 2015-01-15
VANGUARD TOTAL INT'L BOND ETF P 2013-11-01 2015-01-15
BARCLAYS IPATH DOW JONES-AIG COMM ID P 2015-04-21 2015-08-25
EATON VANCE ATLANTA CAPITAL SEL I P 2015-01-15 2015-10-09
EATON VANCE GLBL MACRO ABS RET ADVG P 2015-01-15 2015-09-23
EATON VANCE LARGE- CAP VALUE I P 2015-01-15 2015-03-13
GUGGENHEIM MACRO OPP INSTL P 2015-01-15 2015-10-15
ISHARES BARCLAYS 1-3 YR TRS BOND P 2015-07-27 2015-08-27
ISHARES BARCLAYS MBS FIXED-RATE BOND P 2015-01-15 2015-07-27
ISHARES CORE TOTAL US BOND MARKET ET P 2014-08-18 2015-01-15
ISHARES DOW JONES TRANSPORTATION AVG P 2015-10-05 2015-12-17
ISHARES DOW JONES US FINANCIAL SERVI P 2015-08-27 2015-11-09
ISHARES MSCI BELGIUM INDEX P 2015-03-03 2015-04-08
ISHARES RUSSELL MID CAP P 2015-04-08 2015-05-13
ISHARES S&P U.S. PFD STOCK INDEX P 2015-05-13 2015-06-18
JPMORGAN VALUE ADVANTAGE A P 2015-01-15 2015-09-21
PARAMETRIC EMERGING MARKETS INST P 2015-01-15 2015-04-27
POWERSHARES EMERGING MKTS SOVEREIGN P 2015-01-15 2015-08-07
SPDR BARCLAYS INT'L TREAS BOND P 2015-01-15 2015-11-30
SPDR S&P DIVIDEND P 2014-11-07 2015-01-06
VANGUARD FTSE EMERGING MARKETS ETF P 2015-01-15 2015-07-13
VANGUARD FTSE PACIFIC ETF P 2014-10-21 2015-07-13
VANGUARD LONG TERM BOND ETF P 2014-11-07 2015-01-15
VANGUARD SHORT-TERM BOND ETF P 2014-06-02 2015-01-15
VANGUARD SHRT-TERM INFL-PROT SEC IDX P 2015-01-15 2015-06-19
VANGUARD TOTAL BOND MARKET ETF P 2015-01-15 2015-04-21
VANGUARD TOTAL STOCK MARKET ETF P 2015-04-21 2015-09-02
ISHARES BARCLAYS 3-7 YEAR TREASURY B P 2013-04-12 2015-01-15
ISHARES BARCLAYS 7-10 YEAR TREASURY P 2014-11-07 2015-12-09
ISHARES BARCLAYS 7-10 YEAR TREASURY P 2012-06-25 2015-11-09
ISHARES CORE TOTAL US BOND MARKET ET P 2013-02-22 2015-01-08
PIMCO 0-5 YEAR HI YLD CORP BOND IDX P 2014-06-23 2015-12-09
VANGUARD FTSE PACIFIC ETF P 2012-06-25 2015-07-13
VANGUARD INTERMED TERM BOND ETF P 2012-12-19 2015-01-15
VANGUARD INTERM-TM CORP BD IDX P 2012-02-29 2015-01-12
VANGUARD SHORT-TERM BOND ETF P 2013-02-28 2015-01-15
VANGUARD TOTAL INT'L BOND ETF P 2013-11-01 2015-01-08
BARON EMERGING MARKETS INSTL P 2015-01-15 2015-04-27
EATON VANCE ATLANTA CAPITAL SEL I P 2015-01-15 2015-12-22
EATON VANCE GOVMNT OBLIGATIONS I P 2015-01-15 2015-03-13
EATON VANCE LARGE- CAP VALUE I P 2015-09-04 2015-09-23
GUGGENHEIM MACRO OPP INSTL P 2015-01-15 2015-07-20
ISHARES BARCLAYS 20+ YR TRS BOND P 2015-01-15 2015-12-09
ISHARES BARCLAYS SHORT TREASURY BOND P 2015-10-05 2015-11-09
ISHARES CORE TOTAL US BOND MARKET ET P 2015-03-03 2015-04-08
ISHARES DOW JONES US CONSUMER GOODS P 2015-01-15 2015-01-26
ISHARES DOW JONES US REAL ESTATE P 2015-03-03 2015-04-08
ISHARES MSCI CANADA INDEX P 2015-01-15 2015-07-13
ISHARES RUSSELL MID CAP VALUE P 2015-01-26 2015-03-03
JPMORGAN CORE BOND SELECT P 2015-01-16 2015-09-21
LAZARD INT'L STRATEGIC EQUITY P 2015-01-15 2015-07-20
PARAMETRIC EMERGING MARKETS INST P 2015-01-15 2015-07-17
POWERSHARES QQQ P 2014-12-23 2015-01-06
SPDR BARCLAYS INT'L TREAS BOND P 2015-01-15 2015-06-19
TECHNOLOGY SELECT SECTOR SPDR P 2015-01-08 2015-01-12
VANGUARD FTSE EMERGING MARKETS ETF P 2015-06-19 2015-08-25
VANGUARD GLOBAL EX-US REAL ESTATE P 2015-04-21 2015-07-13
VANGUARD LONG TERM BOND ETF P 2014-03-26 2015-01-08
VANGUARD SHORT-TERM BOND ETF P 2014-12-23 2015-08-07
VANGUARD SHRT-TERM INFL-PROT SEC IDX P 2015-01-15 2015-02-03
VANGUARD TOTAL BOND MARKET ETF P 2015-01-15 2015-08-07
VANGUARD VALUE ETF P 2015-01-15 2015-12-09
ISHARES BARCLAYS 3-7 YEAR TREASURY B P 2013-09-19 2015-01-15
ISHARES BARCLAYS 7-10 YEAR TREASURY P 2012-03-22 2015-07-13
ISHARES BARCLAYS 7-10 YEAR TREASURY P 2012-06-25 2015-12-09
ISHARES CORE TOTAL US BOND MARKET ET P 2013-05-08 2015-01-15
SPDR BARCLAYS HIGH YIELD BOND P 2012-06-25 2015-07-13
VANGUARD FTSE PACIFIC ETF P 2012-02-29 2015-07-13
VANGUARD INTERMED TERM BOND ETF P 2012-03-22 2015-01-08
VANGUARD INTERM-TM CORP BD IDX P 2012-09-14 2015-01-15
VANGUARD SHORT-TERM BOND ETF P 2013-05-08 2015-01-15
VANGUARD TOTAL INT'L BOND ETF P 2013-11-01 2015-01-14
BBH CORE SELECT RETAIL P 2015-01-15 2015-04-27
EATON VANCE ATLANTA CAPITAL SMID-CAP P 2015-01-15 2015-03-13
EATON VANCE HEXAVEST GBL EQ I P 2015-01-15 2015-07-17
EATON VANCE LARGE- CAP VALUE I P 2015-05-21 2015-09-23
GUGGENHEIM S&P 500 EQUAL WEIGHT P 2014-12-19 2015-01-06
ISHARES BARCLAYS 3-7 YEAR TREASURY B P 2014-11-07 2015-01-15
ISHARES BARCLAYS TIPS BOND P 2015-01-15 2015-04-21
ISHARES CORE TOTAL US BOND MARKET ET P 2015-08-25 2015-11-30
ISHARES DOW JONES US CONSUMER GOODS P 2015-10-05 2015-11-09
ISHARES DOW JONES US REAL ESTATE P 2015-03-03 2015-05-13
ISHARES MSCI JAPAN INDEX P 2015-07-27 2015-08-27
ISHARES RUSSELL MID CAP VALUE P 2015-04-08 2015-05-13
JPMORGAN EMERGING MARKETS DEBT SEL P 2015-01-15 2015-01-16
LAZARD INT'L STRATEGIC EQUITY P 2015-01-15 2015-10-15
PARAMETRIC EMERGING MARKETS INST P 2015-01-15 2015-10-09
POWERSHARES QQQ P 2014-12-19 2015-01-06
SPDR BARCLAYS INT'L TREAS BOND P 2015-01-15 2015-04-21
TECHNOLOGY SELECT SECTOR SPDR P 2015-01-08 2015-01-13
VANGUARD FTSE EMERGING MARKETS ETF P 2014-10-21 2015-07-13
VANGUARD GLOBAL EX-US REAL ESTATE P 2015-08-07 2015-09-02
VANGUARD LONG TERM BOND ETF P 2014-03-26 2015-01-14
VANGUARD SHORT-TERM BOND ETF P 2015-07-13 2015-08-07
VANGUARD SHRT-TERM INFL-PROT SEC IDX P 2015-08-25 2015-11-30
VANGUARD TOTAL BOND MARKET ETF P 2015-01-15 2015-06-19
WESTPORT SELECT CAP I P 2015-01-15 2015-04-27
ISHARES BARCLAYS 3-7 YEAR TREASURY B P 2013-02-22 2015-01-15
ISHARES BARCLAYS 7-10 YEAR TREASURY P 2012-03-22 2015-01-12
ISHARES BARCLAYS MBS FIXED-RATE BOND P 2012-03-22 2015-12-09
ISHARES CORE TOTAL US BOND MARKET ET P 2013-02-22 2015-01-14
SPDR BARCLAYS INT'L TREAS BOND P 2012-03-22 2015-12-09
VANGUARD FTSE PACIFIC ETF P 2012-03-22 2015-07-13
VANGUARD INTERMED TERM BOND ETF P 2013-01-03 2015-01-15
VANGUARD INTERM-TM CORP BD IDX P 2013-02-22 2015-01-15
VANGUARD SHORT-TERM BOND ETF P 2013-05-21 2015-01-15
VANGUARD TOTAL INT'L BOND ETF P 2013-11-14 2015-01-15
BBH CORE SELECT RETAIL P 2015-01-15 2015-07-20
EATON VANCE DIVERSE CURRENCY INC I P 2015-03-13 2015-07-17
EATON VANCE HEXAVEST GBL EQ I P 2015-01-15 2015-03-13
EATON VANCE LARGE- CAP VALUE I P 2015-01-15 2015-09-23
HARBOR CAPITAL APPRECIATION P 2015-01-15 2015-04-27
ISHARES BARCLAYS 3-7 YEAR TREASURY B P 2014-08-18 2015-01-15
ISHARES BARCLAYS TIPS BOND P 2015-01-15 2015-04-21
ISHARES CORE TOTAL US BOND MARKET ET P 2015-08-07 2015-11-30
ISHARES DOW JONES US CONSUMER GOODS P 2015-04-08 2015-05-13
ISHARES FLOATING RATE NOTE FUND P 2015-02-03 2015-06-19
ISHARES MSCI JAPAN SMALL CAP P 2015-07-28 2015-08-27
ISHARES S&P GLOBAL CONS DISCRETIONAR P 2015-01-26 2015-03-03
JPMORGAN FLOATING RATE INCOME F P 2015-01-15 2015-09-21
LOOMIS SAYLES BOND FUND P 2015-01-15 2015-10-15
PARAMETRIC EMERGING MARKETS INST P 2015-01-15 2015-09-04
POWERSHARES SENIOR LOAN PORT P 2015-01-15 2015-04-21
SPDR BARCLAYS INT'L TREAS BOND P 2015-01-15 2015-08-07
TOUCHSTONE SANDS CAPITAL INST GR P 2015-01-15 2015-04-27
VANGUARD FTSE EMERGING MARKETS ETF P 2015-08-07 2015-09-02
VANGUARD GLOBAL EX-US REAL ESTATE P 2015-06-19 2015-09-02
VANGUARD MID CAP ETF P 2015-04-21 2015-07-13
VANGUARD SHORT-TERM BOND ETF P 2014-11-07 2015-06-19
VANGUARD SHRT-TERM INFL-PROT SEC IDX P 2015-09-02 2015-11-30
VANGUARD TOTAL INT'L BOND ETF P 2014-11-07 2015-01-15
WISDOMTREE U.S. DOLLAR BULLISH P 2015-01-15 2015-01-26
ISHARES BARCLAYS 3-7 YEAR TREASURY B P 2012-12-19 2015-01-15
ISHARES BARCLAYS 7-10 YEAR TREASURY P 2013-09-12 2015-11-09
ISHARES BARCLAYS MBS FIXED-RATE BOND P 2012-02-29 2015-12-09
ISHARES CORE TOTAL US BOND MARKET ET P 2013-05-30 2015-01-15
SPDR DOW JONES REIT P 2012-02-29 2015-12-09
VANGUARD FTSE PACIFIC ETF P 2014-02-05 2015-07-13
VANGUARD INTERMED TERM BOND ETF P 2013-04-12 2015-01-15
VANGUARD INTERM-TM CORP BD IDX P 2013-05-21 2015-01-15
VANGUARD SHORT-TERM BOND ETF P 2012-02-29 2015-01-12
VANGUARD TOTAL INT'L BOND ETF P 2013-11-01 2015-01-12
BLACKROCK EUROFUND I P 2015-04-27 2015-07-20
EATON VANCE DIVERSE CURRENCY INC I P 2015-01-15 2015-07-17
EATON VANCE HEXAVEST GBL EQ I P 2015-01-15 2015-10-09
EATON VANCE LG CAP CORE RESEARCH I P 2015-01-15 2015-10-09
HARBOR CAPITAL APPRECIATION P 2015-01-15 2015-07-20
ISHARES BARCLAYS 3-7 YEAR TREASURY B P 2014-06-02 2015-01-15
ISHARES BARCLAYS TIPS BOND P 2015-01-15 2015-02-03
ISHARES CORE TOTAL US BOND MARKET ET P 2015-08-25 2015-12-17
ISHARES DOW JONES US CONSUMER SERVIC P 2015-01-15 2015-08-27
ISHARES FLOATING RATE NOTE FUND P 2015-02-03 2015-04-21
ISHARES MSCI SWITZERLAND CAP IDX P 2015-01-15 2015-07-13
ISHARES S&P GLOBAL CONS DISCRETIONAR P 2015-07-27 2015-08-27
JPMORGAN HIGH YIELD BOND SELECT P 2015-01-15 2015-01-16
LOOMIS SAYLES BOND FUND P 2015-01-15 2015-07-20
PARAMETRIC INT'L EQUITY INST P 2015-01-15 2015-10-09
POWERSHARES SENIOR LOAN PORT P 2015-01-15 2015-02-03
SPDR BARCLAYS S/T INT'L TREAS BOND P 2015-01-15 2015-02-03
TOUCHSTONE SANDS CAPITAL INST GR P 2015-01-15 2015-07-20
VANGUARD FTSE EMERGING MARKETS ETF P 2015-04-21 2015-07-13
VANGUARD GLOBAL EX-US REAL ESTATE P 2015-04-21 2015-08-25
VANGUARD MID CAP ETF P 2015-06-19 2015-08-07
VANGUARD SHORT-TERM BOND ETF P 2014-11-07 2015-08-07
VANGUARD SHRT-TERM INFL-PROT SEC IDX P 2015-01-15 2015-08-07
VANGUARD TOTAL INT'L BOND ETF P 2015-07-13 2015-11-30
WISDOMTREE U.S. DOLLAR BULLISH P 2015-05-13 2015-06-18
ISHARES BARCLAYS 3-7 YEAR TREASURY B P 2013-11-14 2015-01-15
ISHARES BARCLAYS 7-10 YEAR TREASURY P 2013-07-08 2015-11-09
ISHARES BARCLAYS TIPS BOND P 2012-03-22 2015-12-09
ISHARES CORE TOTAL US BOND MARKET ET P 2013-02-28 2015-01-15
SPDR GOLD TRUST P 2013-01-09 2015-07-13
VANGUARD FTSE PACIFIC ETF P 2014-06-23 2015-07-13
VANGUARD INTERMED TERM BOND ETF P 2012-09-14 2015-01-15
VANGUARD INTERM-TM CORP BD IDX P 2012-12-19 2015-01-15
VANGUARD SHORT-TERM BOND ETF P 2012-02-29 2015-01-14
VANGUARD VALUE ETF P 2012-02-29 2015-12-09
BLACKROCK FLOATING RATE INCOME INSTL P 2015-01-15 2015-07-20
EATON VANCE FLOATING RATE I P 2015-01-15 2015-07-17
EATON VANCE INCOME FUND OF BOSTON I P 2015-01-15 2015-03-13
EATON VANCE LG CAP CORE RESEARCH I P 2015-01-15 2015-07-17
HARBOR INTERNATIONAL INSTL P 2015-01-15 2015-10-15
ISHARES BARCLAYS 3-7 YEAR TREASURY B P 2014-12-23 2015-01-15
ISHARES BARCLAYS TIPS BOND P 2015-01-15 2015-12-09
ISHARES CORE TOTAL US BOND MARKET ET P 2015-09-02 2015-12-17
ISHARES DOW JONES US CONSUMER SERVIC P 2015-01-15 2015-07-27
ISHARES FLOATING RATE NOTE FUND P 2015-07-13 2015-08-07
ISHARES NASDAQ BIOTECHNOLOGY INDEX P 2015-01-15 2015-08-27
ISHARES S&P GLOBAL CONS DISCRETIONAR P 2015-05-13 2015-08-27
JPMORGAN INTERNATIONAL EQ A P 2015-01-15 2015-01-16
MARKET VECTORS EM LOCAL CURR BOND ET P 2015-01-15 2015-02-03
PARAMETRIC INT'L EQUITY INST P 2015-01-15 2015-03-13
POWERSHARES SENIOR LOAN PORT P 2015-01-15 2015-06-19
SPDR BARCLAYS S/T INT'L TREAS BOND P 2015-01-15 2015-04-21
VANGUARD FTSE ALL-WLD EX-U.S.SMCP P 2015-01-15 2015-07-13
VANGUARD FTSE EMERGING MARKETS ETF P 2015-04-21 2015-08-25
VANGUARD GLOBAL EX-US REAL ESTATE P 2015-04-21 2015-09-02
VANGUARD MID CAP ETF P 2015-04-21 2015-08-07
VANGUARD SHORT-TERM BOND ETF P 2015-07-13 2015-11-30
VANGUARD SHRT-TERM INFL-PROT SEC IDX P 2015-01-15 2015-11-30
VANGUARD TOTAL INT'L BOND ETF P 2015-08-25 2015-11-30
(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 1,755   1,675 80
b 250   247 3
c 105   103 2
d 335   356 -21
e 111   110 1
5,524   4,823 701
18,867   12,158 6,709
2,860   2,929 -69
175   176 -1
1,129   1,134 -5
60   61 -1
177   180 -3
2   2  
23   23  
175   165 10
28   25 3
4,580   4,649 -69
1,772   1,828 -56
2,597   2,628 -31
146   133 13
657   658 -1
372   309 63
4,985   5,005 -20
2,590   2,592 -2
104   106 -2
293   298 -5
306   310 -4
1,994   1,997 -3
104   94 10
8,388   8,774 -386
2,466   2,331 135
155   164 -9
1,438   1,444 -6
579   583 -4
319   316 3
5,728   5,272 456
124   122 2
737   736 1
2,317   2,495 -178
112   111 1
502   452 50
173   165 8
2,630   2,512 118
175   177 -2
726   732 -6
1,623   1,628 -5
141   132 9
29   29  
235   241 -6
21   22 -1
226   253 -27
4,907   4,991 -84
101   100 1
4,926   4,969 -43
145   133 12
555   557 -2
351   309 42
4,689   5,005 -316
9,721   9,929 -208
826   738 88
501   504 -3
113   120 -7
47,381   47,598 -217
2,370   2,452 -82
2,349   2,921 -572
109   101 8
146   157 -11
3,356   3,367 -11
367   369 -2
54   51 3
4,997   4,814 183
124   122 2
105   106 -1
29,954   29,571 383
1,499   1,491 8
8,947   8,474 473
87   82 5
2,981   2,902 79
403   401 2
4,917   4,928 -11
305   299 6
4,810   4,807 3
252   254 -2
460   448 12
38   40 -2
3,869   3,866 3
4,613   4,672 -59
4,729   5,020 -291
4,932   5,007 -75
142   133 9
1,008   1,013 -5
329   309 20
5,061   4,693 368
1,623   1,631 -8
247   219 28
463   503 -40
159   167 -8
65,837   67,167 -1,330
2,288   2,362 -74
10,617   9,893 724
2,860   2,800 60
146   158 -12
4,975   4,974 1
331   356 -25
53   54 -1
3,867   3,740 127
125   123 2
105   107 -2
335   317 18
230   235 -5
759   714 45
2,167   2,163 4
1,490   1,438 52
81   80 1
1,774   1,786 -12
1,555   1,597 -42
898   909 -11
23   22 1
39   36 3
63   65 -2
910   911 -1
4,051   4,033 18
20,796   21,491 -695
1,069   1,024 45
138   133 5
2,316   2,293 23
327   309 18
109   102 7
1,718   1,762 -44
1,870   1,737 133
79   81 -2
1,981   1,802 179
269   291 -22
1,974   2,166 -192
20,350   19,678 672
87   84 3
223   246 -23
1,034   1,033 1
331   375 -44
2,320   2,322 -2
6,238   6,147 91
125   124 1
105   107 -2
335   322 13
346   353 -7
5,951   6,040 -89
87   83 4
351   330 21
81   81  
1,282   1,299 -17
214   198 16
81   80 1
29   28 1
26   24 2
101   105 -4
5,019   5,054 -35
766   759 7
58,753   60,446 -1,693
155   146 9
5,136   5,020 116
2,804   2,805 -1
5,113   4,937 176
106   102 4
390   386 4
45   42 3
642   623 19
53   53  
2,026   2,058 -32
1,909   2,155 -246
4,756   4,532 224
87   85 2
1,318   1,475 -157
1,122   1,123 -1
1,105   1,232 -127
317   324 -7
3,743   3,684 59
125   124 1
105   108 -3
224   213 11
878   910 -32
3,595   3,872 -277
87   84 3
347   338 9
81   81  
5,643   5,677 -34
96   113 -17
332   337 -5
71   69 2
10   10  
5,090   5,072 18
1,051   1,051  
981   981  
62,790   65,515 -2,725
150   146 4
861   873 -12
231   241 -10
192   202 -10
104   102 2
1,407   1,412 -5
1,222   1,159 63
1,115   1,106 9
345   347 -2
88,624   90,963 -2,339
2,011   2,259 -248
51   55 -4
3,770   3,712 58
9,094   9,064 30
1,269   1,273 -4
947   858 89
679   702 -23
2,121   2,073 48
6,264   6,167 97
105   108 -3
782   772 10
993   1,068 -75
25,382   18,557 6,825
86   87 -1
88   82 6
81   81  
19,589   19,671 -82
1,629   1,663 -34
9,344   9,531 -187
47   46 1
1   1  
5,009   5,029 -20
3,785   3,789 -4
217   217  
9,277   9,113 164
865   916 -51
875   927 -52
582   604 -22
4,606   5,097 -491
808   847 -39
2,049   2,106 -57
82   77 5
58   57 1
52   55 -3
67,991   70,383 -2,392
2,486   2,818 -332
1,671   1,827 -156
88   86 2
2,902   2,888 14
555   562 -7
217   203 14
217   218 -1
749   738 11
1,915   1,850 65
105   109 -4
1,341   1,334 7
680   756 -76
15,871   13,167 2,704
86   87 -1
88   84 4
81   81  
4,597   2,923 1,674
1,802   1,847 -45
87   81 6
24   23 1
12   12  
1,890   1,770 120
3,824   3,819 5
217   219 -2
5,018   4,941 77
3,605   3,657 -52
3,873   4,173 -300
927   966 -39
5,214   4,944 270
3,739   3,919 -180
7,802   7,978 -176
63   61 2
412   419 -7
106   111 -5
691   717 -26
1,478   1,484 -6
12,619   11,845 774
88   87 1
1,207   1,203 4
1,354   1,364 -10
653   647 6
99   109 -10
985   976 9
1,053   1,028 25
316   320 -4
112   107 5
1,460   1,052 408
9,346   7,815 1,531
87   88 -1
88   84 4
81   81  
1,352   858 494
1,309   1,499 -190
89   86 3
63   63  
23   23  
74   69 5
1,020   1,018 2
4,941   4,951 -10
5,024   5,006 18
149   145 4
5,106   4,950 156
220   222 -2
63,581   65,377 -1,796
4,703   5,005 -302
2,637   2,593 44
9   9  
418   425 -7
1,481   1,496 -15
22,792   23,064 -272
160   169 -9
24,207   23,613 594
5,481   4,856 625
564   562 2
3,749   3,736 13
84   84  
1,306   1,392 -86
125   120 5
215   206 9
626   631 -5
112   107 5
2,005   2,145 -140
387   429 -42
87   88 -1
87   85 2
161   162 -1
10,734   10,018 716
1,482   1,777 -295
26   25 1
1   1  
23   23  
156   161 -5
1,273   1,273  
4,034   4,071 -37
447   438 9
4,367   4,642 -275
469   447 22
5,031   5,052 -21
5,007   5,063 -56
4,942   4,994 -52
7   7  
1,856   1,720 136
385   397 -12
408   443 -35
8,288   8,607 -319
2,677   2,687 -10
1,941   1,845 96
2,545   2,376 169
81   80 1
633   631 2
2,168   2,180 -12
8,336   9,048 -712
624   619 5
745   736 9
1,474   1,514 -40
1,439   1,434 5
3,518   4,076 -558
22,083   17,306 4,777
87   90 -3
87   85 2
161   162 -1
427   401 26
127   121 6
24   23 1
1,008   1,017 -9
27   27  
2,497   2,512 -15
1,463   1,613 -150
4,630   4,634 -4
111   110 1
5,053   4,972 81
79   79  
392   403 -11
5,066   4,985 81
16,730   17,045 -315
65   60 5
35   36 -1
47,373   49,168 -1,795
1,054   1,108 -54
1,345   1,367 -22
100   125 -25
715   763 -48
384   347 37
80   80  
146   146  
571   587 -16
2,608   2,621 -13
125   121 4
522   514 8
3,085   3,137 -52
447   443 4
1,570   1,596 -26
18,504   16,225 2,279
256   260 -4
263   261 2
242   243 -1
107   100 7
891   857 34
542   508 34
153   145 8
12   14 -2
63,451   65,362 -1,911
7,984   7,831 153
2,867   2,856 11
109   109  
4,817   4,755 62
4,749   4,997 -248
4,729   5,029 -300
4,940   4,999 -59
3,054   3,050 4
1,034   1,032 2
65   72 -7
94,947   98,425 -3,478
1,596   1,663 -67
63,145   64,335 -1,190
2,157   2,229 -72
651   716 -65
98   87 11
480   480  
435   434 1
653   671 -18
75   70 5
250   246 4
108   103 5
975   971 4
335   331 4
467   533 -66
15,592   13,423 2,169
260   264 -4
263   261 2
403   404 -1
54   50 4
156   148 8
25   25  
162   157 5
903   972 -69
1,431   1,259 172
250   244 6
1,032   1,028 4
653   656 -3
4,995   5,022 -27
1,569   1,570 -1
4,750   5,003 -253
5,288   4,990 298
29   29  
195   206 -11
274   323 -49
869   858 11
1,598   1,718 -120
1,977   1,827 150
1,577   1,765 -188
702   795 -93
386   391 -5
1,283   1,283  
290   291 -1
4,508   4,399 109
5,047   4,977 70
250   246 4
105   100 5
1,949   1,948 1
112   109 3
1,971   1,495 476
1,517   1,409 108
260   265 -5
88   88  
161   162 -1
53   50 3
123   121 2
984   990 -6
111   109 2
996   966 30
275   230 45
125   122 3
115   114 1
433   437 -4
846   798 48
3,189   3,190 -1
407   393 14
87   92 -5
6,100   6,100  
3,811   3,983 -172
176   169 7
24   24  
1,947   1,979 -32
186   167 19
2,676   2,936 -260
655   763 -108
381   393 -12
320   321 -1
290   291 -1
691   680 11
4,972   4,952 20
125   122 3
105   101 4
331   352 -21
112   111 1
554   802 -248
6,431   6,615 -184
347   357 -10
175   176 -1
322   325 -3
20,534   14,276 6,258
86   85 1
510   508 2
1,284   1,270 14
144   132 12
972   953 19
125   122 3
331   343 -12
1,732   1,743 -11
147   133 14
455   456 -1
694   619 75
4,677   4,986 -309
4,097   4,067 30
1,488   1,476 12
172   166 6
619   619  
2,856   3,000 -144
1,104   1,037 67
1,067   1,402 -335
651   763 -112
1,143   1,173 -30
719   720 -1
193   194 -1
478   475 3
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       80
b       3
c       2
d       -21
e       1
      701
      6,709
      -69
      -1
      -5
      -1
      -3
       
       
      10
      3
      -69
      -56
      -31
      13
      -1
      63
      -20
      -2
      -2
      -5
      -4
      -3
      10
      -386
      135
      -9
      -6
      -4
      3
      456
      2
      1
      -178
      1
      50
      8
      118
      -2
      -6
      -5
      9
       
      -6
      -1
      -27
      -84
      1
      -43
      12
      -2
      42
      -316
      -208
      88
      -3
      -7
      -217
      -82
      -572
      8
      -11
      -11
      -2
      3
      183
      2
      -1
      383
      8
      473
      5
      79
      2
      -11
      6
      3
      -2
      12
      -2
      3
      -59
      -291
      -75
      9
      -5
      20
      368
      -8
      28
      -40
      -8
      -1,330
      -74
      724
      60
      -12
      1
      -25
      -1
      127
      2
      -2
      18
      -5
      45
      4
      52
      1
      -12
      -42
      -11
      1
      3
      -2
      -1
      18
      -695
      45
      5
      23
      18
      7
      -44
      133
      -2
      179
      -22
      -192
      672
      3
      -23
      1
      -44
      -2
      91
      1
      -2
      13
      -7
      -89
      4
      21
       
      -17
      16
      1
      1
      2
      -4
      -35
      7
      -1,693
      9
      116
      -1
      176
      4
      4
      3
      19
       
      -32
      -246
      224
      2
      -157
      -1
      -127
      -7
      59
      1
      -3
      11
      -32
      -277
      3
      9
       
      -34
      -17
      -5
      2
       
      18
       
       
      -2,725
      4
      -12
      -10
      -10
      2
      -5
      63
      9
      -2
      -2,339
      -248
      -4
      58
      30
      -4
      89
      -23
      48
      97
      -3
      10
      -75
      6,825
      -1
      6
       
      -82
      -34
      -187
      1
       
      -20
      -4
       
      164
      -51
      -52
      -22
      -491
      -39
      -57
      5
      1
      -3
      -2,392
      -332
      -156
      2
      14
      -7
      14
      -1
      11
      65
      -4
      7
      -76
      2,704
      -1
      4
       
      1,674
      -45
      6
      1
       
      120
      5
      -2
      77
      -52
      -300
      -39
      270
      -180
      -176
      2
      -7
      -5
      -26
      -6
      774
      1
      4
      -10
      6
      -10
      9
      25
      -4
      5
      408
      1,531
      -1
      4
       
      494
      -190
      3
       
       
      5
      2
      -10
      18
      4
      156
      -2
      -1,796
      -302
      44
       
      -7
      -15
      -272
      -9
      594
      625
      2
      13
       
      -86
      5
      9
      -5
      5
      -140
      -42
      -1
      2
      -1
      716
      -295
      1
       
       
      -5
       
      -37
      9
      -275
      22
      -21
      -56
      -52
       
      136
      -12
      -35
      -319
      -10
      96
      169
      1
      2
      -12
      -712
      5
      9
      -40
      5
      -558
      4,777
      -3
      2
      -1
      26
      6
      1
      -9
       
      -15
      -150
      -4
      1
      81
       
      -11
      81
      -315
      5
      -1
      -1,795
      -54
      -22
      -25
      -48
      37
       
       
      -16
      -13
      4
      8
      -52
      4
      -26
      2,279
      -4
      2
      -1
      7
      34
      34
      8
      -2
      -1,911
      153
      11
       
      62
      -248
      -300
      -59
      4
      2
      -7
      -3,478
      -67
      -1,190
      -72
      -65
      11
       
      1
      -18
      5
      4
      5
      4
      4
      -66
      2,169
      -4
      2
      -1
      4
      8
       
      5
      -69
      172
      6
      4
      -3
      -27
      -1
      -253
      298
       
      -11
      -49
      11
      -120
      150
      -188
      -93
      -5
       
      -1
      109
      70
      4
      5
      1
      3
      476
      108
      -5
       
      -1
      3
      2
      -6
      2
      30
      45
      3
      1
      -4
      48
      -1
      14
      -5
       
      -172
      7
       
      -32
      19
      -260
      -108
      -12
      -1
      -1
      11
      20
      3
      4
      -21
      1
      -248
      -184
      -10
      -1
      -3
      6,258
      1
      2
      14
      12
      19
      3
      -12
      -11
      14
      -1
      75
      -309
      30
      12
      6
       
      -144
      67
      -335
      -112
      -30
      -1
      -1
      3
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 12,513
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 -25,627
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 71,768 1,398,553 0.051316
2013 49,706 1,250,297 0.039755
2012   955,106  
2011      
2010      
2
Total of line 1, column (d) .....................
20.091071
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
0.045536
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
1,793,715
5
Multiply line 4 by line 3......................
5
81,679
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
418
7
Add lines 5 and 6........................
7
82,097
8
Enter qualifying distributions from Part XII, line 4.............
8
95,000
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 1 418
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........................... 3 418
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- ..... 5 418
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a  
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 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 9 418
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
 
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)
    bulletMI
    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 ofbulletCAROL A STUHR Telephone no.bullet (810) 732-3000

    Located atbullet2625 MUSKEGON ROADHARRISONMI ZIP+4bullet48625
    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
     
     
    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
    CAROL A STUHR PRESIDENT
    0.50     		0 0 0
    2625 MUSKEGON ROAD
    HARRISON,MI48625
    HEATHER STUHR VP
    0.50     		0 0 0
    5831 HARRISON AVE
    HARRISON,MI48625
    VICTORIE LARGEN SECRETARY
    0.50     		0 0 0
    4616 LAKESHORE DR
    SAGLE,ID83860
    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 N/A  
    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
    1,781,494
    b
    Average of monthly cash balances.......................
    1b
    39,536
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,821,030
    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
    1,821,030
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    27,315
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,793,715
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    89,686
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    89,686
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    418
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    418
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    89,268
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    89,268
    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
    89,268
    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
    95,000
    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
    95,000
    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
    418
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    94,582
    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 89,268
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 57,363
    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$ 95,000
    a Applied to 2014, but not more than line 2a 57,363
    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..... 37,637
    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 ..........     		51,631
    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).)
    CAROL STUHR
    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
    ST JUDE
    262 DANNY THOMAS PLACE
    MEMPHIS,TN38105     		    CHILDREN'S HOSPITAL 10,000
    CHILDREN'S ORGAN TRANSPLANT ASSOC
    2501 WEST COTADR
    BLOOMINGTON,IN47403     		    ORGAN TRANSPLANTS FOR CHILDREN 10,000
    FEED MY STARVING CHILDREN
    401 93RD AVENUE NW
    COON RAPIDS,MN55433     		    NOURISHMENT FOR CHILDREN 5,000
    HOPE IN HARRISON
    498 N CLARE AVE
    HARRISON,MI48625     		    FREE SERVICES TO PREGNANT WOMEN 5,000
    WOUNDED WARRIORS PROJECT
    4899 BELFORT RD
    SUITE 300
    JACKSONVILLE,FL32256     		    FOSTER WOUNDED SERVICE MEMBERS 10,000
    ORPHAN GRAIN TRAIN
    601 W PHILLIP AVE
    NORFOLK,NE68702     		    PROVIDING RESOURCES TO THOSE IN NEED 10,000
    SALVATION ARMY
    1308 BURCH ST
    MT PLEASANT,MI48858     		    PROVIDING RESOURCES TO THOSE IN NEED 10,000
    LEUKEMIA & LYMPHOMA SOCEITY
    3 INTERNATIONAL DR
    SUITE 200
    RYE BROOK,NY10573     		    FIND A CURE FOR LEUKEMIA & LYMPHOMA 10,000
    PARTNERS SEEKING A CURE
    6900 E BELLEVIEW AVE
    SUITE 202
    GREENWOOD VILLAGE,CO80111     		    RESEARCH, EDUCATION & SUPPORT 10,000
    CLARE COUNTY COMMUNITY FOUNDATION
    PO BOX 391
    CLARE,MI48617     		    ENABLES PHILANTHROPIC GIVING 10,000
    BLINDED VETERANS ASSOCIATION
    125 N WEST ST
    3RD FLOOR
    ALEXANDRIA,VA22314     		    PROMOTE WELFARE OF BLINDED VETERANS 5,000
    Total .................................bullet 3a 95,000
    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 52,199  
    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 ............     		        12,513
    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)..   52,199 12,513
    13Total. Add line 12, columns (b), (d), and (e)..................
    1364,712
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

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

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


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


    Software ID:  
    Software Version:  


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

    45-4054307
    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
    CAROL A STUHR FAMILY FOUNDATION
          		Employer identification number
    45-4054307
    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
     
     

    CAROL STUHR  
    2625 MUSKEGON ROAD
     
    HARRISON, MI48625

    		$ 114,500


    (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
    CAROL A STUHR FAMILY FOUNDATION
          		Employer identification number

    45-4054307
    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
    CAROL A STUHR FAMILY FOUNDATION
          		Employer identification number

    45-4054307
    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 InvestmentsOtherSchedule2
    Name:
    CAROL A STUHR FAMILY FOUNDATION
    EIN:
    45-4054307
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    INVESTMENTS IN ETF'S AT COST 1,724,973 1,745,135

    TY 2015 OtherAssetsSchedule
    Name:
    CAROL A STUHR FAMILY FOUNDATION
    EIN:
    45-4054307
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    LIFE INSURANCE POLICY 121,781 133,281 133,281


    TY 2015 OtherExpensesSchedule
    Name:
    CAROL A STUHR FAMILY FOUNDATION
    EIN:
    45-4054307
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    INVESTMENT FEES 22,954 22,954 22,954