Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
THE RUCKS FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)600 JEFFERSON ST SUITE 701 BOX 11
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAFAYETTE, LA70501
A Employer identification number

31-1809004
B Telephone number (see instructions)

(337) 232-8460
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$424,214J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 369 369  
4 Dividends and interest from securities... 14,084 14,084  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 13,100
b Gross sales price for all assets on line 6a 207,080
7 Capital gain net income (from Part IV, line 2)... 13,100
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 2 2 0
12 Total. Add lines 1 through 11........ 27,555 27,555 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
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 2,850 0 2,850 0
c Other professional fees (attach schedule).... Click to see attachment 4,814 4,714 0 100
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 278 278 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 932 0 932 0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 997 0 317 680
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 9,871 4,992 4,099 780
25 Contributions, gifts, grants paid....... 196,900 196,900
26 Total expenses and disbursements. Add lines 24 and 25 206,771 4,992 4,099 197,680
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -179,216
b Net investment income (if negative, enter -0-) 22,563
c Adjusted net income (if negative, enter -0-)... 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............. 24,358 -8,170 -8,170
2 Savings and temporary cash investments......... 10,562 2,129 2,129
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) 17,290 Click to see attachment9,129 9,576
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule)....... 48,059 Click to see attachment34,497 35,894
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 364,125 Click to see attachment242,068 384,785
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 464,394 279,653 424,214
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 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........ 464,394 279,653
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 0 0
30 Total net assets or fund balances (see instructions)..... 464,394 279,653
31 Total liabilities and net assets/fund balances (see instructions). 464,394 279,653
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
464,394
2
Enter amount from Part I, line 27a .....................
2
-179,216
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
285,178
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
5,525
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
279,653
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 ABBVIE INC COM - 6.000 SHS P 2015-08-24 2015-12-09
b AUTOMATIC DATA PROCESSING INC - 24.000 SHS P 2014-03-10 2015-02-27
c AUTOMATIC DATA PROCESSING INC - 11000 SHS P 2015-11-20 2015-12-09
d BLACKROCK HI YIELD BD PTF INST - 32.214 SHS P 2014-12-22 2015-12-09
e BLACKROCK HI YIELD BD PTF INST - 13.016 SHS P 2014-12-22 2015-12-09
BLACKROCK HI YIELD BD PTF INST - 18.178 SHS P 2014-12-31 2015-12-09
BLACKROCK HI YIELD BD PTF INST - 10.695 SHS P 2015-01-30 2015-12-09
BLACKROCK HI YIELD BD PTF INST - 9.525 SHS P 2015-02-27 2015-12-09
BLACKROCK HI YIELD BD PTF INST - 11.021 SHS P 2015-03-31 2015-12-09
BLACKROCK HI YIELD BD PTF INST - 10.946 SHS P 2015-04-30 2015-12-09
BLACKROCK HI YIELD BD PTF INST - 11.414 SHS P 2015-05-29 2015-12-09
BLACKROCK HI YIELD BD PTF INST - 10.108 SHS P 2015-06-30 2015-12-09
BLACKROCK HI YIELD BD PTF INST - 10.582 SHS P 2015-07-31 2015-12-09
BLACKROCK HI YIELD BD PTF INST - 10.639 SHS P 2015-08-31 2015-12-09
BLACKROCK HI YIELD BD PTF INST - 10.023 SHS P 2015-09-30 2015-12-09
BLACKROCK HI YIELD BD PTF INST(CONT.) - 10.044 SHS P 2015-10-30 2015-12-09
BLACKROCK HI YIELD BD PTF INST(CONT.) - 9 SHS P 2015-11-30 2015-12-09
DIAGEO PLC SPON ADR NEW - 59.000 SHS P 2015-11-20 2015-12-09
FIDELITY ADV REAL ESTATE INC I - 29.916 SHS P 2014-12-19 2015-11-20
FIDELITY ADV REAL ESTATE INC I - 3.252 SHS P 2014-12-19 2015-11-20
FIDELITY ADV REAL ESTATE INC I - 1.431 SHS P 2015-03-06 2015-11-20
FIDELITY ADV REAL ESTATE INC I - 14.727 SHS P 2015-06-05 2015-11-20
FIDELITY ADV REAL ESTATE INC I - 14.791 SHS P 2015-09-11 2015-11-20
FIDELITY ADV REAL ESTATE INC I - 11.88 SHS P 2015-09-11 2015-11-20
JOHN HANCOCK INCOME I - 9.752 SHS P 2014-06-19 2015-05-28
JOHN HANCOCK INCOME I - 10.357 SHS P 2014-06-19 2015-05-28
JOHN HANCOCK INCOME I - 586.091 SHS P 2014-06-19 2015-05-28
MALLINCKRODT PUBLIC LTD CO - 39.000 SHS P 2015-02-27 2015-11-20
MALLINCKRODT PUBLIC LTD CO - 7.000 SHS P 2015-05-28 2015-11-20
UNILEVER NV NY SH NEW - 139.000 SHS P 2015-05-28 2015-12-09
UNILEVER NV NY SH NEW - 30.004 SHS P 2015-08-24 2015-12-09
VERIZON COMMUNICATIONS - 19.000 SHS P 2015-08-24 2015-12-09
WASTE MGMT INC (DELA) - 129.000 SHS P 2015-11-20 2015-12-09
WILLIAMS CO INC - 24.000 SHS P 2015-08-24 2015-12-09
WISDOMTREE TRUST JAPN HEDGE - 175.000 SHS P 2014-09-11 2015-08-24
WISDOMTREE TRUST JAPN HEDGE - 23.090 SHS P 2014-12-11 2015-08-24
ABBVIE INC COM - 21.000 SHS P 2012-02-06 2015-02-27
ABBVIE INC COM - 7.000 SHS P 2012-02-07 2015-02-27
ABBVIE INC COM - 1.000 SHS P 2012-02-08 2015-02-27
ABBVIE INC COM - 3.000 SHS P 2012-02-08 2015-12-09
ABBVIE INC COM - 54.000 SHS P 2013-06-27 2015-12-09
ABBVIE INC COM - 24.000 SHS P 2013-09-16 2015-12-09
ABBVIE INC COM - 19.000 SHS P 2014-06-19 2015-12-09
AETNA INC (NEVU)(CT) - 2.000 SHS P 2011-09-21 2015-02-27
AETNA INC (NEVU)(CT) - 6.090 SHS P 2012-05-07 2015-02-27
AUTOMATIC DATA PROCESSING INC - 16.000 SHS P 2014-03-10 2015-05-28
AUTOMATIC DATA PROCESSING INC - 35.000 SHS P 2014-03-10 2015-12-09
AUTOMATIC DATA PROCESSING INC - 18.000 SHS P 2014-06-19 2015-12-09
AUTOMATIC DATA PROCESSING INC - 16.000 SHS P 2014-09-11 2015-12-09
BLACKROCK HI YIELD BD PTF INST - 295.000 SHS P 2012-03-06 2015-12-09
BLACKROCK HI YIELD BD PTF INST - 5.564 SHS P 2013-01-31 2015-12-09
BLACKROCK HI YIELD BD PTF INST - 18.148 SHS P 2013-02-28 2015-12-09
BLACKROCK HI YIELD BD PTF INST(CONT.) - 20.584 SHS P 2013-03-28 2015-12-09
BLACKROCK HI YIELD BD PTF INST(CONT.) - 21.007 SHS P 2013-04-30 2015-12-09
BLACKROCK HI YIELD BD PTF INST(CONT.) - 21.638 SHS P 2013-05-31 2015-12-09
BLACKROCK HI YIELD BD PTF INST(CONT.) - 22.091 SHS P 2013-06-28 2015-12-09
BLACKROCK HI YIELD BD PTF INST(CONT.) - 21.530 SHS P 2013-07-31 2015-12-09
BLACKROCK HI YIELD BD PTF INST(CONT.) - 21.661 SHS P 2013-08-30 2015-12-09
BLACKROCK HI YIELD BD PTF INST(CONT.) - 20.104 SHS P 2013-09-30 2015-12-09
BLACKROCK HI YIELD BD PTF INST(CONT.) - 19.755 SHS P 2013-10-31 2015-12-09
BLACKROCK HI YIELD BD PTF INST(CONT.) - 19.201 SHS P 2013-11-29 2015-12-09
BLACKROCK HI YIELD BD PTF INST(CONT.) - 325.860 SHS P 2013-12-06 2015-12-09
BLACKROCK HI YIELD BD PTF INST(CONT.) - 4.710 SHS P 2013-12-20 2015-12-09
BLACKROCK HI YIELD BD PTF INST(CONT.) - 55.565 SHS P 2013-12-20 2015-12-09
BLACKROCK HI YIELD BD PTF INST(CONT.) - 22.177 SHS P 2013-12-31 2015-12-09
BLACKROCK HI YIELD BD PTF INST(CONT.) - 24.041 SHS P 2014-01-31 2015-12-09
BLACKROCK HI YIELD BD PTF INST(CONT.) - 21.325 SHS P 2014-02-28 2015-12-09
BLACKROCK HI YIELD BD PTF INST(CONT.) - 22.876 SHS P 2014-03-31 2015-12-09
BLACKROCK HI YIELD BD PTF INST(CONT.) - 19.719 SHS P 2014-04-30 2015-12-09
BLACKROCK HI YIELD BD PTF INST(CONT.) - 20.268 SHS P 2014-05-30 2015-12-09
BLACKROCK HI YIELD BD PTF INST(CONT.) - 20.915 SHS P 2014-06-30 2015-12-09
BLACKROCK HI YIELD BD PTF INST(CONT.) - 22.146 SHS P 2014-07-31 2015-12-09
BLACKROCK HI YIELD BD PTF INST(CONT.) - 22.226 SHS P 2014-08-29 2015-12-09
BLACKROCK HI YIELD BD PTF INST(CONT.) - 21.534 SHS P 2014-09-30 2015-12-09
BLACKROCK HI YIELD BD PTF INST(CONT.) - 22.988 SHS P 2014-10-31 2015-12-09
BLACKROCK HI YIELD BD PTF INST(CONT.) - 22.173 SHS P 2014-11-28 2015-12-09
CDN PACIFIC RY LTD NEW - 35.000 SHS P 2013-06-27 2015-12-09
CDN PACIFIC RY LTD NEW - 5.000 SHS P 2013-09-16 2015-12-09
CHEVRON CORP - 4.000 SHS P 2011-10-25 2015-05-28
CHEVRON CORP - 2.000 SHS P 2012-04-23 2015-05-28
CHEVRON CORP - 2.000 SHS P 2012-04-24 2015-05-28
CHEVRON CORP - 1.000 SHS P 2012-04-25 2015-05-28
CHEVRON CORP - 7.000 SHS P 2012-04-30 2015-05-28
CHEVRON CORP - 5.000 SHS P 2012-05-21 2015-05-28
CHEVRON CORP - 28.000 SHS P 2013-03-15 2015-05-28
CHEVRON CORP - 10.000 SHS P 2013-09-16 2015-05-28
CHUBB CORP - 2.000 SHS P 2011-10-25 2015-05-28
CHUBB CORP - 12.000 SHS P 2012-03-26 2015-05-28
CHUBB CORP - 12,009 SHS P 2012-05-29 2015-05-28
FIDELITY ADV REAL ESTATE INC I - 634.593 SHS P 2014-06-19 2015-11-20
FIDELITY ADV REAL ESTATE INC I - 18.395 SHS P 2014-09-05 2015-11-20
FIDELITY ADV REAL ESTATE INC I - 14.060 SHS P 2014-09-05 2015-11-20
FIDELITY ADV REAL ESTATE INC I - 0.846 SHS P 2014-09-05 2015-11-20
FIDELITY ADV REAL ESTATE INC I - 588,367 SHS P 2014-09-11 2015-11-20
JOHN HANCOCK INCOME I - 7.321 SHS P 2014-06-19 2015-11-20
JOHN HANCOCK INCOME I - 7.363 SHS P 2014-06-19 2015-11-20
JOHN HANCOCK INCOME I - 8.508 SHS P 2014-06-19 2015-11-20
JOHN HANCOCK INCOME I - 143.955 SHS P 2014-06-19 2015-11-20
KEYSIGHT TECHNOLOGIES INC - 7.000 SHS P 2011-01-03 2015-05-28
KEYSIGHT TECHNOLOGIES INC (CONT.) - 7.000 SHS P 2012-04-27 2015-05-28
KEYSIGHT TECHNOLOGIES INC (CONT.) - 8.000 SHS P 2012-04-30 2015-05-28
KEYSIGHT TECHNOLOGIES INC (CONT.) - 4.000 SHS P 2012-05-01 2015-05-28
KEYSIGHT TECHNOLOGIES INC (CONT.) - 4.000 SHS P 2012-05-30 2015-05-28
KEYSIGHT TECHNOLOGIES INC (CONT.) - 5.000 SHS P 2012-06-07 2015-05-28
KEYSIGHT TECHNOLOGIES INC (CONT.) - 9.000 SHS P 2012-07-30 2015-05-28
KEYSIGHT TECHNOLOGIES INC (CONT.) - 9.000 SHS P 2012-08-27 2015-05-28
KEYSIGHT TECHNOLOGIES INC (CONT.) - 5.000 SHS P 2012-08-28 2015-05-28
KEYSIGHT TECHNOLOGIES INC (CONT.) - 5.000 SHS P 2012-08-29 2015-05-28
KEYSIGHT TECHNOLOGIES INC (CONT.) - 2.000 SHS P 2012-08-30 2015-05-28
KEYSIGHT TECHNOLOGIES INC (CONT.) - 5.000 SHS P 2012-09-10 2015-05-28
KEYSIGHT TECHNOLOGIES INC (CONT.) - 6.000 SHS P 2012-09-27 2015-05-28
KEYSIGHT TECHNOLOGIES INC (CONT.) - 6.000 SHS P 2012-11-09 2015-05-28
KEYSIGHT TECHNOLOGIES INC (CONT.) - 14.00 SHS P 2013-03-15 2015-05-28
KIMBERLY CLARK CORP - 7.000 SHS P 2013-03-15 2015-02-27
KIMBERLY CLARK CORP - 26.000 SHS P 2013-03-15 2015-08-24
KIMBERLY CLARK CORP - 29.000 SHS P 2013-09-16 2015-08-24
ROYAL DUTCH SHELL PLC CL B - 61.000 SHS P 2012-06-11 2015-12-09
ROYAL DUTCH SHELL PLC CL B - 12.000 SHS P 2012-07-06 2015-12-09
ROYAL DUTCH SHELL PLC CL B - 8.000 SHS P 2012-09-18 2015-12-09
ROYAL DUTCH SHELL PLC CL B - 2.000 SHS P 2012-09-27 2015-12-09
ROYAL DUTCH SHELL PLC CL B - 11.000 SHS P 2012-11-09 2015-12-09
ROYAL DUTCH SHELL PLC CL B - 17.000 SHS P 2014-09-11 2015-12-09
SANOFI ADR - 24.000 SHS P 2011-03-21 2015-05-28
SANOFI ADR - 14.000 SHS P 2011-08-09 2015-05-28
SEMPRA ENERGY - 41.000 SHS P 2013-03-15 2015-12-09
SEMPRA ENERGY - 20.000 SHS P 2013-06-27 2015-12-09
SEMPRA ENERGY - 11.00 SHS P 2013-09-16 2015-12-09
UNITED TECHNOLOGIES CORP - 43.000 SHS P 2013-03-15 2015-12-09
UNITED TECHNOLOGIES CORP - 19.00 SHS P 2013-06-27 2015-12-09
VERIZON COMMUNICATIONS - 29.000 SHS P 2012-01-30 2015-12-09
VERIZON COMMUNICATIONS - 14.000 SHS P 2012-02-13 2015-12-09
VERIZON COMMUNICATIONS - 8.000 SHS P 2012-02-14 2015-12-09
VERIZON COMMUNICATIONS - 8.000 SHS P 2012-05-07 2015-12-09
VERIZON COMMUNICATIONS - 14.000 SHS P 2012-05-08 2015-12-09
VERIZON COMMUNICATIONS - 51.000 SHS P 2014-02-21 2015-12-09
VERIZON COMMUNICATIONS - 36.00 SHS P 2014-03-10 2015-12-09
VIRTUS MULTI SECT SHT TRM BDI - 875.550 SHS P 2013-06-27 2015-05-28
VIRTUS MULTI SECT SHT TRM BDI - 9.318 SHS P 2013-06-27 2015-11-20
VIRTUS MULTI SECT SHT TRM BDI - 9.998 SHS P 2013-06-27 2015-11-20
VIRTUS MULTI SECT SHT TRM BDI - 197.445 SHS P 2013-06-27 2015-11-20
WALT DISNEY CO HLDG CO - 17.000 SHS P 2012-12-11 2015-02-27
WALT DISNEY CO HLDG CO (CONT.) - 6.000 SHS P 2012-12-11 2015-08-24
WALT DISNEY CO HLDG CO (CONT.) - 15.000 SHS P 2012-12-12 2015-08-24
WALT DISNEY CO HLDG CO (CONT.) - 10.000 SHS P 2012-12-13 2015-08-24
WALT DISNEY CO HLDG CO (CONT.) - 31.000 SHS P 2013-01-02 2015-08-24
WALT DISNEY CO HLDG CO (CONT.) - 25.040 SHS P 2013-12-06 2015-08-24
WILLIAMS CO INC - 174.000 SHS P 2013-03-15 2015-12-09
ABBVIE INC COM - 5.000 SHS P 2010-10-04 2015-02-27
AETNA INC (NEW)(CT) - 2.000 SHS P 2009-03-02 2015-02-27
AETNA INC (NEW)(CT) - 3.000 SHS P 2009-04-15 2015-02-27
AETNA INC (NEW)(CT) - 3.000 SHS P 2009-08-12 2015-02-27
ANHEUSER-BUSCH 2500 22JL15 - 2,000.000 SHS P 2012-07-13 2015-12-09
BHP BILLITON FIN 1625 17FB24 - 5,000.000 SHS P 2012-02-27 2015-05-28
BLACKROCK HI YIELD BD PTF INST - 336.654 SHS P 2007-10-05 2015-05-28
BLACKROCK HI YIELD BD PTF INST - 35.857 SHS P 2007-10-05 2015-11-20
BLACKROCK HI YIELD BD PTF INST - 441.186 SHS P 2007-10-05 2015-12-09
BLACKROCK HI YIELD BD PTF INST - 233.000 SHS P 2008-03-25 2015-12-09
BLACKROCK HI YIELD BD PTF INST - 277.000 SHS P 2011-02-08 2015-12-09
CHEVRON CORP - 8.000 SHS P 2009-01-12 2015-05-28
CHEVRON CORP - 3.090 SHS P 2009-04-15 2015-05-28
CHUBB CORP - 5.000 SHS P 2009-01-12 2015-02-27
CHUBB CORP - 18.000 SHS P 2009-03-30 2015-02-27
CHUBB CORP - 15.000 SHS P 2009-03-30 2015-05-28
CITIGROUP INC 4500 22JA14 - 1,000.000 SHS P 2011-11-17 2015-12-09
CITIGROUP INC 4500 22JA14 - 1.000000 SHS P 2012-09-27 2015-12-09
FNMA 5375 17JN12 - 3,000.000 SHS P 2007-10-09 2015-12-09
FNMA 5375 17JN12 - 1,000.000 SHS P 2010-04-21 2015-12-09
FNMA 5375 17JN12 - 1.000000 SHS P 2011-02-08 2015-12-09
GOLDMAN SACHS GRP 5750 22JA24 - 4,000.000 SHS P 2012-08-01 2015-12-09
GOOGLE INC CL C - 0.036 SHS P 2012-06-19 2015-05-04
KEYSIGHT TECHNOLOGIES INC - 4.000 SHS P 2010-04-12 2015-05-28
KIMBERLY CLARK CORP - 4.000 SHS P 2009-12-01 2015-02-27
KIMBERLY CLARK CORP - 4.000 SHS P 2009-12-02 2015-02-27
KIMBERLY CLARK CORP - 3.00 SHS P 2009-12-03 2015-02-27
MICROSOFT CORP - 16.000 SHS P 2009-11-10 2015-02-27
MICROSOFT CORP - 9.000 SHS P 2009-11-16 2015-02-27
MICROSOFT CORP - 10.000 SHS P 2009-11-17 2015-02-27
MICROSOFT CORP - 13.000 SHS P 2009-12-30 2015-02-27
MICROSOFT CORP (CONT.) - 13.000 SHS P 2009-12-31 2015-02-27
MICROSOFT CORP (CONT.) - 10.000 SHS P 2010-01-04 2015-02-27
MICROSOFT CORP (CONT.) - 4.00 SHS P 2010-07-14 2015-02-27
NEXTERA ENERGY INC COM - 12.000 SHS P 2007-10-05 2015-02-27
NEXTERA ENERGY INC COM - 2.040 SHS P 2008-03-24 2015-02-27
PHILIP MORRIS INTL INC - 27.000 SHS P 2010-10-25 2015-02-27
PHILIP MORRIS INTL INC - 1.000 SHS P 2010-11-22 2015-02-27
ROSS STORES INC - 11.000 SHS P 2009-12-29 2015-05-28
SEMPRA ENERGY - 10.000 SHS P 2009-10-06 2015-12-09
UNITED TECHNOLOGIES CORP - 11.000 SHS P 2008-06-23 2015-12-09
UNITED TECHNOLOGIES CORP - 2.000 SHS P 2008-11-14 2015-12-09
UNITED TECHNOLOGIES CORP - 10,000 SHS P 2009-05-05 2015-12-09
UNITEDHEALTH GP INC - 4.000 SHS P 2010-12-13 2015-02-27
UNITEDHEALTH GP INC - 9,000 SHS P 2010-12-14 2015-02-27
US TSY NOTE 1500 18AU31 - 3,000.000 SHS P 2011-09-15 2015-12-09
(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 336   381 -45
b 2,141   1,636 505
c 935   959 -24
d 235   254 -19
e 95   103 -8
133   143 -10
78   84 -6
70   76 -6
80   88 -8
80   88 -8
83   91 -8
74   79 -5
77   83 -6
78   82 -4
73   74 -1
73   76 -3
72   73 -1
6,577   6,913 -336
342   347 -5
37   38 -1
16   17 -1
168   170 -2
169   166 3
136   133 3
64   64 0
68   68 0
3,839   3,933 -94
2,403   4,558 -2,155
431   912 -481
6,022   5,989 33
1,300   1,197 103
862   857 5
6,675   6,980 -305
679   1,142 -463
8,591   8,994 -403
1,129   1,278 -149
1,274   604 670
425   203 222
61   29 32
168   87 81
3,022   2,323 699
1,343   1,098 245
1,063   1,039 24
199   81 118
597   259 338
1,375   1,091 284
2,976   2,386 590
1,530   1,239 291
1,360   1,161 199
2,154   2,274 -120
41   45 -4
132   148 -16
150   169 -19
153   175 -22
158   178 -20
161   176 -15
157   175 -18
158   175 -17
147   164 -17
144   164 -20
140   160 -20
2,379   2,705 -326
34   39 -5
406   456 -50
162   182 -20
176   198 -22
156   178 -22
167   191 -24
144   164 -20
148   170 -22
153   177 -24
162   184 -22
162   187 -25
157   177 -20
168   189 -21
162   182 -20
4,473   4,268 205
1,022   1,004 18
412   423 -11
206   204 2
206   206 0
103   104 -1
721   744 -23
515   495 20
2,884   3,337 -453
1,030   1,241 -211
196   136 60
1,174   822 352
1,174   866 308
7,260   7,533 -273
210   216 -6
161   165 -4
10   10 0
6,731   6,854 -123
47   47 0
47   47 0
55   55 0
923   966 -43
230   151 79
230   165 65
262   175 87
131   82 49
131   91 40
164   100 64
295   253 42
295   187 108
164   103 61
164   103 61
66   31 35
164   106 58
197   128 69
197   122 75
328   237 91
769   624 145
2,781   2,317 464
3,102   2,677 425
2,864   4,034 -1,170
563   843 -280
376   598 -222
94   145 -51
516   772 -256
798   1,385 -587
1,207   815 392
704   462 242
3,835   3,255 580
1,871   1,651 220
1,029   936 93
4,043   4,002 41
1,787   1,765 22
1,316   1,086 230
635   534 101
363   303 60
363   324 39
635   568 67
2,314   2,454 -140
1,633   1,677 -44
4,203   4,227 -24
44   44 0
47   47 0
926   950 -24
1,778   845 933
585   298 287
1,462   746 716
974   493 481
3,021   1,577 1,444
2,436   1,773 663
4,921   6,180 -1,259
303   137 166
199   42 157
299   78 221
299   83 216
1,930   2,009 -79
5,057   5,015 42
2,697   2,641 56
265   281 -16
3,221   3,461 -240
1,701   1,667 34
2,022   2,206 -184
824   572 252
309   200 109
505   225 280
1,817   743 1,074
1,858   784 1,074
1,079   972 107
1,079   1,063 16
3,198   3,012 186
1,066   1,026 40
1,066   1,033 33
4,574   4,276 298
20   10 10
131   66 65
440   256 184
440   256 184
330   191 139
701   464 237
394   267 127
438   299 139
570   403 167
570   399 171
438   310 128
175   101 74
1,247   755 492
208   124 84
2,237   1,604 633
83   59 24
1,066   238 828
935   509 426
1,034   758 276
188   100 88
940   515 425
456   148 308
1,025   330 695
3,028   3,000 28
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       -45
b       505
c       -24
d       -19
e       -8
      -10
      -6
      -6
      -8
      -8
      -8
      -5
      -6
      -4
      -1
      -3
      -1
      -336
      -5
      -1
      -1
      -2
      3
      3
      0
      0
      -94
      -2,155
      -481
      33
      103
      5
      -305
      -463
      -403
      -149
      670
      222
      32
      81
      699
      245
      24
      118
      338
      284
      590
      291
      199
      -120
      -4
      -16
      -19
      -22
      -20
      -15
      -18
      -17
      -17
      -20
      -20
      -326
      -5
      -50
      -20
      -22
      -22
      -24
      -20
      -22
      -24
      -22
      -25
      -20
      -21
      -20
      205
      18
      -11
      2
      0
      -1
      -23
      20
      -453
      -211
      60
      352
      308
      -273
      -6
      -4
      0
      -123
      0
      0
      0
      -43
      79
      65
      87
      49
      40
      64
      42
      108
      61
      61
      35
      58
      69
      75
      91
      145
      464
      425
      -1,170
      -280
      -222
      -51
      -256
      -587
      392
      242
      580
      220
      93
      41
      22
      230
      101
      60
      39
      67
      -140
      -44
      -24
      0
      0
      -24
      933
      287
      716
      481
      1,444
      663
      -1,259
      166
      157
      221
      216
      -79
      42
      56
      -16
      -240
      34
      -184
      252
      109
      280
      1,074
      1,074
      107
      16
      186
      40
      33
      298
      10
      65
      184
      184
      139
      237
      127
      139
      167
      171
      128
      74
      492
      84
      633
      24
      828
      426
      276
      88
      425
      308
      695
      28
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 13,100
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2014      
2013      
2012      
2011      
2010      
2
Total of line 1, column (d) .....................
2  
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
 
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
 
5
Multiply line 4 by line 3......................
5
 
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
 
7
Add lines 5 and 6........................
7
 
8
Enter qualifying distributions from Part XII, line 4.............
8
 
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 1 451
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........................... 3 451
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 451
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 1,297
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 1,297
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 10 846
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet846 RefundedBullet 11 0
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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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)
    bulletLA
    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 ofbulletWILLIAM W RUCKS IV Telephone no.bullet (337) 232-8460

    Located atbullet600 JEFFERSON ST SUITE 701LAFAYETTELA ZIP+4bullet70501
    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
    WILLIAM WARD RUCKS IV DIRECTOR
    0.00     		0 0 0
    600 JEFFERSON ST SUITE 701
    LAFAYETTE,LA70501
    CATHERINE MAY RUCKS DIRECTOR
    0.00     		0 0 0
    600 JEFFERSON ST SUITE 701
    LAFAYETTE,LA70501
    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.........................bullet0
    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
    566,035
    b
    Average of monthly cash balances.......................
    1b
    29,420
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    595,455
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    595,455
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    8,932
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    586,523
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    29,326
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    29,326
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    451
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    451
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    28,875
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    28,875
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    28,875
    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
    197,680
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    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
    197,680
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    197,680
    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 28,875
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 82,943
    b From 2011...... 110,934
    c From 2012...... 109,446
    d From 2013...... 156,726
    e From 2014...... 143,438
    fTotal of lines 3a through e........ 603,487
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 197,680
    a Applied to 2014, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		Click to see attachment0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2015 distributable amount..... 28,875
    e Remaining amount distributed out of corpus 168,805
    5 Excess distributions carryover applied to 2015. 0 0
    (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 5 772,292
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    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......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    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) .......     		0
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		82,943
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		689,349
    10 Analysis of line 9:
    a Excess from 2011.... 110,934
    b Excess from 2012.... 109,446
    c Excess from 2013.... 156,726
    d Excess from 2014.... 143,438
    e Excess from 2015.... 168,805
    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).)
    WILLIAM WARD RUCKS IV
    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
    BOYS AND GIRLS CLUB
    1405 W PINHOOK ROAD SUITE 108
    LAFAYETTE,LA70503     		    DONATION FOR PROGRAM SERVICES 5,000
    BRIDGE STREET MINISTRIES
    410 HUVAL STREET
    LAFAYETTE,LA70501     		    DONATION FOR PROGRAM SERVICES 4,500
    BURN RESCUE
    420 FIFTH AVENUE
    NEW YORK,NY10018     		    DONATION FOR SURGERIES FOR CHILDREN WITH 2ND AND 3RD DEGREE BURNS 3,500
    COMMUNITY FOUNDATION OF ACADIANA
    1035 CAMELLIA BLVD STE 100
    LAFAYETTE,LA70508     		    DONATION TO PRO-LIFE EDUCATION FUND AND TO HELP NEEDY FOR HOLIDAY SEASON 4,500
    CROSS CATHOLIC OUTREACH
    PO BOX 273908
    BOCA RATON,FL33427     		    DONATION FOR THE KOBINAL HATI MISSION PROJECT 3,000
    DESORMEAUX FOUNDATION
    1331 JEFFERSON STREET
    LAFAYETTE,LA70501     		    DONATION FOR YOUNG MOTHERS PREGNANCY PROGRAM 4,500
    FAITH HOUSE
    P O BOX 93145
    LAFAYETTE,LA70509     		    DONATION TO ASSIST WITH SERVICES FOR VICTIMS 2,000
    FAMILY MISSIONS COMPANY
    12624 EVERGLADE ROAD
    ABBEVILLE,LA70510     		    DONATION FOR PROGRAM GROWTH AND TRAINING FOR MISSIONARIES 3,000
    FIGHT THE NEW DRUG INC
    367 W 1600 S
    SALT LAKE CITY,UT84115     		    DONATION FOR FREE TEEN ONLINE RECOVERY PROGRAM 4,000
    FOOD FOR THE POOR
    6401 LYONS ROAD
    COCONUT CREEK,FL33073     		    DONATION FOR PROVIDING HOMES FOR THE POOR 15,000
    HEALING HOUSE
    P O BOX 3861
    LAFAYETTE,LA70502     		    DONATION FOR PROGRAM SERVICES FOR GRIEVING CHILDREN 500
    HEARTS OF HOPE
    P O BOX 53967
    LAFAYETTE,LA70505     		    DONATION TO ASSIST ABUSED CHILDREN 20,000
    HELP ME SEE
    20 WEST 36TH STREET FLOOR 4
    NEW YORK,NY10018     		    DONATION FOR EYE SURGERIES 5,000
    HOLY FAMILY SCHOOL
    200 ST JOHN STREET
    LAFAYETTE,LA70501     		    DONATION FOR ASSISTING WITH COST OF REPAINTING PROJECT 1,000
    HOSPICE OF ACADIANA
    2600 JOHNSTON STREET SUITE 236
    LAFAYETTE,LA70503     		    DONATION FOR HOSPICE SERVICES 10,000
    JOHN PAUL II HEALING CENTER
    2619 CENTENNIAL DRIVE STE 201
    TALLAHASSEE,FL32308     		    DONATION FOR PROGRAM SERVICES 25,000
    LAFAYETTE EDUCATION FOUNDATION
    P O BOX 53649
    LAFAYETTE,LA70505     		    DONATION FOR PROGRAM SERVICES 10,500
    LAFAYETTE FOUNDATION ON AGING
    160 INDUSTRIAL PARKWAY
    LAFAYETTE,LA70508     		    DONATION TO PROVIDE MEALS FOR SENIOR CITIZENS OF LAFAYETTE PARISH 1,400
    LARC
    303 NEW HOPE ROAD
    LAFAYETTE,LA70506     		    DONATION FOR HELP IN DEFRAYING FOOD AND PREPARATION COSTS FOR PROGRAM CLIENTS 3,500
    MILES PERRET CANCER SERVICES
    PO BOX 80763
    LAFAYETTE,LA70598     		    DONATION FOR GAMES OF ACADIANA SPONSORSHIP 10,000
    NATIONAL CENTER ON SEXUAL EXPLOITATION
    1100 G STREET NW 450
    WASHINGTON,DC20005     		    DONATION SCHOLARSHIPS FOR PROGRAMS AND DONATION FOR SPONSORSHIP OF SUMMIT EVENT 12,000
    OPELOUSAS LIGHTHOUSE MISSION
    704 W SOUTH ST
    OPELOUSAS,LA70570     		    DONATION FOR HOMELESS SHELTER 5,000
    OPERATION SMILE
    3641 FACULTY BOULEVARD
    VIRGINIA BEACH,VA23453     		    DONATION FOR CLEFT LIP AND PALATE SURGERIES FOR CHILDREN 25,000
    SOUTHWEST LA EDUCATION AND REFERRAL CENTER
    P O BOX 52763
    LAFAYETTE,LA70505     		    DONATION FOR PROGRAM SERVICES 1,000
    ST JUDE CHILDREN'S RESEARCH HOSPITAL
    262 DANNY THOMAS PLACE
    MEMPHIS,TN38105     		    DONATION FOR CARING FOR CHILDREN WITH CANCER 5,000
    THE KING'S MEN
    P O BOX 713
    QUAKERTOWN,PA18951     		    DONATION FOR PROGRAM SERVICES 5,000
    UL LAFAYETTE FOUNDATION
    P O BOX 44290
    LAFAYETTE,LA70504     		    DONATION TO FUND FOR EMINENT FACULTY AWARDS 1,500
    WOUNDED WARRIORS
    4899 BELFORT ROAD STE 300
    JACKSONVILLE,FL32256     		    DONATION TO ASSIST WOUNDED SERVICE MEN AND WOMEN 3,000
    YOUNG LIFE
    P O BOX 520
    COLORADO SPRINGS,CO80901     		    DONATION FOR PROGRAM SERVICES AT UL LAFAYETTE 3,500
    Total .................................bullet 3a 196,900
    bApproved for future payment
    Total .................................bullet 3b 0
    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 ...........     		    14 369  
    4 Dividends and interest from securities....     14 14,084  
    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 2  
    8
    Gain or (loss) from sales of assets other than inventory ............     		    18 13,100  
    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).. 0 27,555 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    1327,555
    (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

    TY 2015 AccountingFeesSchedule
    Name:
    THE RUCKS FAMILY FOUNDATION
    EIN:
    31-1809004
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    POSTLETHWAITE & NETTERVILLE, APAC 2,850 0 2,850 0

    TY 2015 AppliedToPriorYearElection
    Name:
    THE RUCKS FAMILY FOUNDATION
    EIN:
    31-1809004
    Election:
    THE FOUNDATION ELECTS TO APPLY 2015 EXCESS CONTRIBUTIONS TO PRIOR YEAR UNDISTRIBUTED INCOME.

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    THE RUCKS FAMILY FOUNDATION
    EIN:
    31-1809004
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 34,497 35,894

    TY 2015 InvestmentsGovtObligationsSch
    Name:
    THE RUCKS FAMILY FOUNDATION
    EIN:
    31-1809004
    US Government Securities - End of Year Book Value:

    9,129
    US Government Securities - End of Year Fair Market Value:

    9,576
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2015 InvestmentsOtherSchedule2
    Name:
    THE RUCKS FAMILY FOUNDATION
    EIN:
    31-1809004
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS & DEFINED ASSETS AT COST 52,274 50,236
    STOCKS/EQUITIES AT COST 189,794 334,549

    TY 2015 OtherDecreasesSchedule
    Name:
    THE RUCKS FAMILY FOUNDATION
    EIN:
    31-1809004
    Description Amount
    TIMING DIFFERENCES 5,525


    TY 2015 OtherExpensesSchedule
    Name:
    THE RUCKS FAMILY FOUNDATION
    EIN:
    31-1809004
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ANNUAL REPORT FEE 10 0 10 0
    COMPUTER REPAIR 80 0 80 0
    SUPPLIES, POSTAGE AND FOOD FOR EVENTS 680 0 0 680
    OFFICE SUPPLIES AND EXPENSES 227 0 227 0


    TY 2015 OtherIncomeSchedule2
    Name:
    THE RUCKS FAMILY FOUNDATION
    EIN:
    31-1809004
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MS 862 012927 473 - OTHER INCOME 2 2  


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    THE RUCKS FAMILY FOUNDATION
    EIN:
    31-1809004
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MORGAN STANLEY FEES 4,714 4,714 0 0
    FEES FOR EVENT SPEAKERS 100 0 0 100


    TY 2015 TaxesSchedule
    Name:
    THE RUCKS FAMILY FOUNDATION
    EIN:
    31-1809004
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES AND TAX REFUND 278 278 0 0