TY 2015 Form 990PF

- TIN:

Form990-PF
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Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Information 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 07-01-2015 , and ending 06-30-2016

Name of foundation
THE RICHARD TAM FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)8535 EDNA AVENUE
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
LAS VEGAS, NV89117

A Employer identification number

88-0241216

B Telephone number (see instructions)

(702) 642-1177

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address changeName change

D 1. Foreign organizations, check here ............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trustOther taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$19,420,670J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check Sch. B .............
3	Interest on savings and temporary cash investments	227,850		227,850
4	Dividends and interest from securities...	264,257		264,257
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		306,962
b	Gross sales price for all assets on line 6a 17,989,135
7	Capital gain net income (from Part IV, line 2)...			306,962
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........	799,069		799,069
13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........		10,819	10,819
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....		148,807	148,807
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		30,394	30,394
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		86	86
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	190,106		190,106	0
25	Contributions, gifts, grants paid.......	906,000			906,000
26	Total expenses and disbursements. Add lines 24 and 25	1,096,106		190,106	906,000
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-297,037
b	Net investment income (if negative, enter -0-)			608,963
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	99,249	232,897	232,897
	2	Savings and temporary cash investments.........
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	2,393,411	2,794,108	3,841,107
	b	Investments—corporate stock (attach schedule).......	11,329,012	10,823,626	12,815,975
	c	Investments—corporate bonds (attach schedule).......	3,785,809	3,459,813	2,530,691
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	17,607,481	17,310,444	19,420,670
	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 )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow SFAS 117, check here
		and complete lines 24 through 26 and lines 30 and 31.
	24	Unrestricted..................
	25	Temporarily restricted...............
	26	Permanently restricted...............
		Foundations that do not follow SFAS 117, check here
		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	17,607,481	17,310,444
	30	Total net assets or fund balances (see instructions).....	17,607,481	17,310,444
	31	Total liabilities and net assets/fund balances (see instructions).	17,607,481	17,310,444

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

17,607,481

Enter amount from Part I, line 27a .....................

-297,037

Other increases not included in line 2 (itemize) bullet

Add lines 1, 2, and 3 ..........................

17,310,444

Decreases not included in line 2 (itemize) bullet

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .

17,310,444

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	736 SHS ALASKA AIR GROUP INC	P	2015-06-04	2015-08-28
b	3461 SHS ALLSTATE CORP	P	2015-01-20	2015-08-28
c	873 SHS CDW CORPORATION OF DELAWARE	P	2014-11-21	2015-08-28
d	2506 SHS CONOCOPHILLIPS	P	2015-01-20	2015-08-28
e	297 SHS CONOCOPHILLIPS	P	2015-03-20	2015-08-28
	3427 SHS DELUXE CORP	P	2015-03-20	2015-08-28
	2416 SHS DEVON ENERGY CORP	P	2015-01-20	2015-08-28
	379 SHS DEVON ENERGY CORP	P	2015-03-20	2015-08-28
	153 SHS GENL DYNAMICS CORP COM	P	2015-06-04	2015-08-28
	334 SHS HCA HOLDINGS INC.	P	2015-10-17	2015-08-28
	3400 SHS MYLAN NV	P	2015-03-02	2015-08-28
	833 SHS ALLERGAN PLC	P	2015-03-20	2015-10-22
	2083 SHS CARLISLE COMPANIES INC.	P	2015-08-28	2015-10-22
	345 SHS DR PEPPER SNAPPLE GROUP INC.	P	2015-01-20	2015-10-22
	1170 SHS GOLDMAN SACHS GROUP INC.	P	2015-06-04	2015-10-22
	2183 SHS AETNA INC.	P	2015-03-20	2015-11-25
	357 SHS AVERY DENNISON CORP	P	2015-06-04	2015-11-25
	151 SHS STANLEY BLACK & DECKER INC.	P	2015-06-04	2015-11-25
	4820 SHS BROADRIDGE FINANCIAL SOLUTIONS	P	2015-03-31	2015-11-25
	235 SHS EOG RESOURCES INC.	P	2015-08-28	2015-11-25
	5072 SHS HARTFORD FINL SVCS GROUP INC.	P	2015-08-28	2015-11-25
	121 SHS MCKESSON CORPORATION	P	2015-08-28	2015-11-25
	1220 SHS MICROSOFT CORP	P	2015-06-04	2015-11-25
	785 SHS NASDAQ INC.	P	2015-03-20	2015-11-25
	4593 SHS PRINCIPAL FINANCIAL GROUP	P	2015-08-28	2015-11-25
	6082 SHS SPECTRA ENERGY CORP	P	2015-08-28	2015-11-25
	3257 SHS AMERICAN FINL GROUP INC OHIO	P	2015-11-25	2015-12-15
	9590 SHS CISCO SYSTEMS INC.	P	2015-03-31	2015-12-10
	2203 SHS DISNEY WALT COMPANY	P	2015-06-04	2015-12-30
	2840 SHS EXXON MOBIL CORP	P	2015-11-25	2015-12-10
	2226 SHS GILEAD SCIENCES INC.	P	2015-01-20	2015-12-30
	3434 SHS GLOBAL PAYMENTS INC.	P	2015-11-25	2015-12-30
	5374 SHS HOME BANCSHARES INC CONWAY A	P	2015-10-22	2015-12-10
	2132 SHS HONEYWELL INTERNATIONAL INC.	P	2015-11-25	2015-12-15
	10377 SHS INTERPUBLIC GRP CO INC.	P	2015-12-10	2015-12-15
	1917 SHS NEENAH PAPERS INC.	P	2015-11-25	2015-12-10
	1250 SHS PPG INDUSTRIES INC.	P	2015-01-20	2015-12-10
	7050 SHS PFIZER INCORPORATED	P	2015-10-22	2015-12-10
	3332 SHS QORVO INC.	P	2015-06-04	2015-12-10
	1953 SHS SCHLUMBERGER LTD	P	2015-06-04	2015-12-10
	353 SHS SCHLUMBERGER LTD	P	2015-08-28	2015-12-10
	673 SHS SCHLUMBERGER LTD	P	2015-11-25	2015-12-10
	1496 SHS SIGNATURE BANK NEW YORK	P	2015-11-25	2015-12-10
	3032 SHS TARGET CORP	P	2015-06-04	2015-12-10
	4364 SHS VCA INC.	P	2015-08-28	2015-12-15
	100000 SHS MARATHON OIL CORP SR UNSECURED CALLABLE	P	2015-03-26	2015-12-10
	2783 SHS EXPRESS SCRIPTS HLDG CO	P	2015-11-25	2016-01-19
	21000 SHS ORIX CORP SR UNSECURED	P	2015-03-26	2016-01-12
	3397 SHS ENERGY SELECT ETF SECTOR SPDR	P	2015-12-10	2016-02-01
	1913 SHS SPDR S&P 500 TRUST ETF	P	2015-12-10	2016-02-01
	667 SHS SPDR S&P 500 TRUST ETF	P	2015-12-15	2016-02-01
	150000 SHS US TREASURY NOTES	P	2015-03-26	2016-02-16
	50000 SHS US TREASURY NOTES	P	2016-01-06	2016-02-16
	1993 SHS EXPEDIA INC.	P	2015-08-28	2016-03-17
	2077 SHS STANLEY BLACK & DECKER INC.	P	2015-06-04	2016-03-17
	.063 SHS CALIFORNIA RES CORP	P	2016-03-24	2016-06-24
	758 SHS CHEVRON CORPORATION	P	2015-12-10	2016-03-17
	4384 SHS CITIGROUP INC NEW	P	2015-08-28	2016-03-17
	200 SHS JOHNSON & JOHNSON	P	2015-11-25	2016-03-17
	486 SHS NASDAQ INC.	P	2015-03-20	2016-03-17
	3335 SHS NORTHERN TRUST CORP	P	2015-08-28	2016-03-17
	729 SHS OCCIDENTAL PETE CORP	P	2015-03-20	2016-03-17
	159 SHS OCCIDENTAL PETE CORP	P	2015-08-28	2016-03-17
	646 SHS OCCIDENTAL PETE CORP	P	2015-11-25	2016-03-17
	4057 SHS RAYMOND JAMES FINANCIAL INC.	P	2015-12-10	2016-03-17
	355 SHS SPDR S&P 500 TRUST ETF	P	2015-12-15	2016-03-17
	2167 SHS SPDR S&P 500 TRUST ETF	P	2015-12-30	2016-03-17
	5506 SHS SUNTRUST BANKS INC.	P	2015-12-10	2016-03-17
	3061 SHS TIME WARNER INC NEW	P	2016-02-01	2016-03-17
	14.88202 SHS CALIFORNIA RES CORP	P	2015-08-28	2016-04-08
	60.46411 SHS CALIFORNIA RES CORP	P	2015-11-25	2016-04-08
	50000 SHS US TREASURY NOTES	P	2016-01-06	2016-04-14
	50000 SHS US TREASURY NOTES	P	2016-01-14	2016-04-18
	2777 SHS ALASKA AIR GROUP INC	P	2015-06-04	2016-05-12
	129 SHS BECTON DICKINSON & CO	P	2015-12-10	2016-05-12
	2758 SHS CARDIANL HEALTH INC.	P	2015-11-25	2016-05-06
	373 SHS CHEVRON CORPORATION	P	2015-12-10	2016-05-12
	1649 SHS ELECTRONIC ARTS INC.	P	2015-08-28	2016-05-10
	3220 SHS FOOT LOCKER INC.	P	2016-02-01	2016-05-10
	2977 SHS HARRIS CORP DEL	P	2015-12-15	2016-05-10
	1442 SHS SIGNATURE BANK NEW YORK	P	2016-03-17	2016-05-10
	2774 SHS TARGET CORP	P	2016-03-17	2016-05-12
	413 SHS ALTRIA GROUP INC.	P	2016-03-17	2016-06-16
	1284 SHS AMN HEALTHCARE SERVICES INC.	P	2016-03-17	2016-06-16
	111 SHS BECTON DICKINSON & CO	P	2015-12-10	2016-06-16
	342 SHS BRISTOL MYERS SQUIBB CO	P	2015-12-15	2016-06-16
	1255 SHS CHEVRON CORPORATION	P	2015-12-10	2016-06-16
	167 SHS CITRIX SYSTEMS INC.	P	2016-04-29	2016-06-16
	1035 SHS COMFORT SYS USA INC.	P	2016-03-17	2016-06-16
	68 SHS CONSTELLATION BRANDS INC. CL A	P	2016-04-08	2016-06-16
	379 SHS DANAHER CORP	P	2015-10-22	2016-06-16
	13 SHS EXXON MOBIL CORP	P	2016-02-01	2016-06-16
	439 SHS FACEBOOK INC. CLASS A	P	2015-11-25	2016-06-16
	166 SHS FIRST REPUBLIC BANK SAN FRANCISCO CALIF	P	2016-05-10	2016-06-16
	126 SHS FISERV INC.	P	2016-05-10	2016-06-16
	264 SHS JOHNSON & JOHNSON	P	2015-11-25	2016-06-16
	471 SHS LAM RESEARCH CORP	P	2015-12-10	2016-06-16
	7444 SHS MASCO CORP	P	2015-12-15	2016-06-16
	62 SHS ONEOK INC. NEW	P	2016-03-17	2016-06-16
	122 SHS PPG INDUSTRIES INC.	P	2016-02-01	2016-06-16
	528 SHS PFIZER INCORPORATED	P	2016-05-06	2016-06-16
	706 SHS VCA INC.	P	2016-03-17	2016-06-16
	1885 SHS AMERIPRISE FINANCIAL INC.	P	2013-12-11	2015-08-28
	653 SHS BLACKROCK INC.	P	2013-02-13	2015-08-28
	7149 SHS HANESBRANDS INC.	P	2013-06-19	2015-08-28
	610 SHS HORMEL FOODS CORPORATION	P	2014-03-27	2015-08-28
	4235 SHS LINCOLN NATL CORP IND.	P	2013-09-10	2015-08-28
	4192 SHS MAGNA INTL INC. CL A	P	2013-03-19	2015-08-28
	6079 SHS ORACLE CORPORATION	P	2014-03-27	2015-08-28
	248 SHS SNAP-ON INC.	P	2012-11-29	2015-08-28
	554 SHS VISA INC CLASS A	P	2011-12-23	2015-08-28
	146 SHS KIMBERLY-CLARK CORP	P	2011-04-08	2015-10-22
	76 SHS ALLPHABET INC. NON VOTING CAP STK CL C	P	2009-01-28	2015-11-25
	619 SHS CDW CORPORATION OF DELAWARE	P	2014-11-21	2015-11-25
	2010 SHS EOG RESOURCES INC.	P	2012-12-17	2015-11-25
	2999 SHS HCA HOLDINGS INC.	P	2014-10-17	2015-11-25
	399 SHS HORMEL FOODS CORPORATION	P	2014-03-27	2015-01-25
	1104 SHS MCKESSON CORPORATION	P	2013-10-04	2015-11-25
	309 SHS NEWMARKET CORPORATION	P	2012-11-08	2015-11-25
	1473 SHS UNION PACIFIC CORP	P	2008-11-26	2015-11-25
	588 SHS UNION PACIFIC CORP	P	2010-02-24	2015-11-25
	346 SHS VISA INC CLASS A	P	2011-12-23	2015-11-25
	80000 SHS AMGEN INC SR NOTES CALLABLE	P	2011-11-07	2015-12-10
	20000 SHS AMGEN INC SR NOTES CALLABLE	P	2011-11-07	2015-12-10
	100000 SHS WESTERN UNION CO NOTES CALLABLE	P	2012-12-12	2015-12-10
	100000 SHS MEADWESTVACO CORP SR UNSECURED	P	2013-03-22	2015-12-10
	2793 SHS ASBURY AUTOMOTIVE GROUP	P	2014-03-27	2016-01-19
	75000 SHS ORIX CORP SR UNSECURED	P	2012-07-26	2016-01-12
	100000 SHS BROADCOM COROP SR UNSECURED DTD 11/09/11	P	2014-03-12	2016-02-02
	100000 SHS US TREASURY NOTES	P	2014-06-26	2016-02-16
	3746 SHS ABBVIE INC.	P	2014-03-27	2016-03-17
	319 SHS CVS HEALTH CORPORATION	P	2011-12-09	2016-03-17
	289 SHS COMCAST CORP NEW CL A	P	2014-08-29	2016-03-17
	647 SHS DR PEPPER SNAPPLE GROUP INC.	P	2015-01-20	2016-03-17
	2153 SHS HORMEL FOODS CORPORATION	P	2014-03-27	2016-03-17
	631 SHS KIMBERLY-CLARK CORP	P	2011-04-08	2016-03-17
	1052 SHS KROGER COMPANY COMMON	P	2014-09-04	2016-03-17
	941 SHS OCCIDENTAL PETE CORP	P	2008-11-26	2016-03-17
	602 SHS OCCIDENTAL PETE CORP	P	2012-12-17	2016-03-17
	88.07539 SHS CALIFORNIA RES CORP	P	2008-11-26	2016-04-08
	56.34579 SHS CALIFORNIA RES CORP	P	2012-12-17	2016-04-08
	68.23269 SHS CALIFORNIA RES CORP	P	2015-03-20	2016-04-08
	5754 SHS KROGER COMPANY COMMON	P	2014-09-04	2016-04-08
	2670 SHS SKYWORKS SOLUTIONS INC.	P	2014-03-27	2016-04-29
	3102 SHS VALERO ENERGY CORP NEW	P	2015-01-20	2016-04-28
	50000 SHS US TREASURY NOTES	P	2015-01-06	2016-04-14
	200000 SHS US TREASURY NOTES	P	2015-03-23	2016-04-14
	100000 SHS US TREASURY NOTES	P	2014-06-26	2016-04-18
	150000 SHS US TREASURY NOTES	P	2015-03-23	2016-04-18
	100000 SHS MASCO CORP	P	2015-04-14	2016-04-15
	5654 SHS CDW CORPORATION OF DELAWARE	P	2014-11-21	2016-05-03
	686 SHS AT & T INC.	P	2015-03-20	2016-06-16
	68 SHS ALPHABET INC. NON VOTING CAP STK CL C	P	2009-01-28	2016-06-16
	123 SHS AMGEN INC SR NOTES CALLABLE	P	2012-04-27	2016-06-16
	443 SHS AVERY DENNISON CORP	P	2015-06-04	2016-06-16
	256 SHS COMCAST CORP NEW CL A	P	2014-08-29	2016-06-16
	180 SHS DR PEPPER SNAPPLE GROUP INC.	P	2015-01-20	2016-06-16
	92 SHS GENL DYNAMICS CORP COM	P	2015-06-04	2016-06-16
	76 SHS KIMBERLY-CLARK CORP	P	2011-04-08	2016-06-16
	376 SHS LOWES COMPANIES INC.	P	2015-03-20	2016-06-16
	246 SHS MICROSOFT CORP	P	2015-06-04	2016-06-16
	250 SHS JPMORGAN CHASE & CO	P	2012-12-17	2016-06-16
	319 SHS NASDAQ INC.	P	2015-03-20	2016-06-16
	326 SHS NEXTERA ENERGY INC.	P	2012-06-14	2016-06-16
	577 SHS PG & E CORPORATION	P	2015-06-04	2016-06-16
	500 SHS US BANCORP NEW	P	2012-06-14	2016-06-16
	120 SHS VERIZON COMMUNICATIONS COM	P	2011-06-28	2016-06-16
	315 SHS VISA INC CLASS A	P	2011-12-23	2016-06-16
	100 SHS US TREASURY NOTES	P	2013-03-06	2016-06-20

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	55,670	48,023	7,647
b	201,941	243,827	-41,886
c	34,761	29,121	5,640
d	116,790	158,209	-41,419
e	13,841	19,009	-5,168
	201,219	234,715	-33,496
	101,168	143,914	-42,746
	15,870	22,432	-6,562
	22,016	21,233	783
	29,468	23,220	6,248
	170,633	196,188	-25,555
	210,483	263,932	-53,449
	179,894	209,518	-29,624
	30,854	26,767	4,087
	214,833	244,536	-29,703
	226,834	237,625	-10,791
	23,658	21,590	2,068
	16,344	15,566	778
	264,613	265,482	-869
	19,651	18,022	1,629
	230,733	232,973	-2,240
	22,944	24,113	-1,169
	65,591	56,577	9,014
	45,911	39,640	6,271
	233,735	232,160	1,575
	164,115	174,586	-10,471
	232,578	240,323	-7,745
	255,828	264,876	-9,048
	235,509	242,745	-7,236
	216,761	230,714	-13,953
	227,426	230,404	-2,978
	226,078	248,819	-22,741
	219,155	230,396	-11,241
	210,382	220,852	-10,470
	233,790	240,310	-6,520
	119,427	126,368	-6,941
	125,636	142,763	-17,127
	228,456	233,635	-5,179
	188,648	270,870	-82,222
	140,811	176,937	-36,126
	25,451	26,743	-1,292
	48,523	52,209	-3,686
	230,870	240,407	-9,537
	219,314	242,871	-23,557
	237,791	245,078	-7,287
	86,143	97,520	-11,377
	199,918	238,748	-38,830
	21,000	21,000
	195,256	213,829	-18,573
	371,829	393,366	-21,537
	129,645	137,321	-7,676
	155,215	154,147	1,068
	51,738	51,309	429
	223,073	231,184	-8,111
	211,165	214,106	-2,941

	74,017	67,652	6,365
	187,994	231,971	-43,977
	21,390	20,413	977
	32,341	24,541	7,800
	217,741	232,670	-14,929
	51,855	53,520	-1,665
	11,310	11,372	-62
	45,951	48,764	-2,813
	191,928	235,890	-43,962
	72,834	73,087	-253
	444,594	448,120	-3,526
	202,148	235,932	-33,784
	220,944	223,099	-2,155
	18	19	-1
	75	81	-6
	54,145	52,379	1,766
	51,743	50,756	987
	183,445	181,197	2,248
	21,554	19,821	1,733
	212,169	240,052	-27,883
	38,142	33,290	4,852
	106,480	111,499	-5,019
	196,384	223,480	-27,096
	227,408	248,544	-21,136
	190,029	202,911	-12,882
	210,976	230,685	-19,709
	27,205	25,845	1,360
	50,179	40,849	9,330
	18,573	17,056	1,517
	24,532	24,074	458
	126,654	112,009	14,645
	14,077	13,603	474
	33,274	30,965	2,309
	10,636	10,799	-163
	37,556	35,523	2,033
	1,185	996	189
	50,073	46,314	3,759
	11,296	11,440	-144
	13,381	13,266	115
	30,823	26,945	3,878
	38,903	37,421	1,482
	227,932	216,486	11,446
	2,778	1,887	891
	13,027	11,672	1,355
	18,305	17,700	605
	46,577	38,378	8,199
	213,830	201,838	11,992
	202,008	158,277	43,731
	215,417	94,270	121,147
	37,331	29,375	7,956
	215,003	189,818	25,185
	205,305	118,443	86,862
	226,344	239,186	-12,842
	39,397	19,655	19,742
	39,958	14,035	25,923
	17,666	9,172	8,494
	56,925	13,341	43,584
	27,356	20,648	6,708
	168,078	120,656	47,422
	206,935	208,496	-1,561
	29,332	19,214	10,118
	209,342	145,045	64,297
	124,891	77,701	47,190
	124,668	37,418	87,250
	49,766	19,535	30,231
	27,550	8,765	18,785
	84,956	94,266	-9,310
	21,224	23,567	-2,343
	103,456	110,683	-7,227
	114,400	121,903	-7,503
	125,443	151,168	-25,725
	75,000	79,763	-4,763
	101,000	101,950	-950
	103,477	102,178	1,299
	207,284	193,435	13,849
	32,347	12,248	20,099
	17,621	15,797	1,824
	59,403	50,198	9,205
	94,508	51,840	42,668
	86,092	39,643	46,449
	40,501	27,273	13,228
	66,935	49,695	17,240
	42,821	44,362	-1,541
	109	82	27
	70	74	-4
	84	89	-5
	218,768	149,172	69,596
	177,659	98,643	79,016
	192,001	143,576	48,425
	54,145	53,134	1,011
	216,578	212,984	3,594
	103,486	98,328	5,158
	155,229	152,555	2,674
	102,560	102,560
	217,015	188,605	28,410
	27,762	23,012	4,750
	48,135	11,937	36,198
	18,745	8,815	9,930
	33,577	26,791	6,786
	16,110	13,993	2,117
	16,586	13,965	2,621
	12,859	12,768	91
	10,108	4,775	5,333
	29,415	28,356	1,059
	12,393	11,408	985
	15,542	10,830	4,712
	20,665	16,108	4,557
	40,615	21,917	18,698
	36,328	29,867	6,461
	20,500	15,478	5,022
	6,399	4,365	2,034
	24,664	7,980	16,684
	101,891	107,348	-5,457

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			7,647
b			-41,886
c			5,640
d			-41,419
e			-5,168
			-33,496
			-42,746
			-6,562
			783
			6,248
			-25,555
			-53,449
			-29,624
			4,087
			-29,703
			-10,791
			2,068
			778
			-869
			1,629
			-2,240
			-1,169
			9,014
			6,271
			1,575
			-10,471
			-7,745
			-9,048
			-7,236
			-13,953
			-2,978
			-22,741
			-11,241
			-10,470
			-6,520
			-6,941
			-17,127
			-5,179
			-82,222
			-36,126
			-1,292
			-3,686
			-9,537
			-23,557
			-7,287
			-11,377
			-38,830

			-18,573
			-21,537
			-7,676
			1,068
			429
			-8,111
			-2,941

			6,365
			-43,977
			977
			7,800
			-14,929
			-1,665
			-62
			-2,813
			-43,962
			-253
			-3,526
			-33,784
			-2,155
			-1
			-6
			1,766
			987
			2,248
			1,733
			-27,883
			4,852
			-5,019
			-27,096
			-21,136
			-12,882
			-19,709
			1,360
			9,330
			1,517
			458
			14,645
			474
			2,309
			-163
			2,033
			189
			3,759
			-144
			115
			3,878
			1,482
			11,446
			891
			1,355
			605
			8,199
			11,992
			43,731
			121,147
			7,956
			25,185
			86,862
			-12,842
			19,742
			25,923
			8,494
			43,584
			6,708
			47,422
			-1,561
			10,118
			64,297
			47,190
			87,250
			30,231
			18,785
			-9,310
			-2,343
			-7,227
			-7,503
			-25,725
			-4,763
			-950
			1,299
			13,849
			20,099
			1,824
			9,205
			42,668
			46,449
			13,228
			17,240
			-1,541
			27
			-4
			-5
			69,596
			79,016
			48,425
			1,011
			3,594
			5,158
			2,674

			28,410
			4,750
			36,198
			9,930
			6,786
			2,117
			2,621
			91
			5,333
			1,059
			985
			4,712
			4,557
			18,698
			6,461
			5,022
			2,034
			16,684
			-5,457

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	306,962
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 ...................		3	-842,116

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? Yes No

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	970,277	20,727,911	0.04681
2013	500,000	18,952,649	0.02638
2012	1,034,230	16,353,233	0.06324
2011	740,975	14,960,184	0.04953
2010	720,417	15,147,258	0.04756

Total of line 1, column (d) .....................

20.233526

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 . . .

0.046705

Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....

19,624,756

Multiply line 4 by line 3......................

916,574

Enter 1% of net investment income (1% of Part I, line 27b)...........

6,090

Add lines 5 and 6........................

922,664

Enter qualifying distributions from Part XII, line 4.............

906,000

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)

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	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Domestic foundations that meet the section 4940(e) requirements in Part V, check	1	12,179
	hereand 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	12,179
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	12,179
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. Check hereif Form 2220 is attached.		8	344
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	12,523
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2015 estimated tax	Refunded	11

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions

for definition)?.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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.............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2015)

Page 5

Part VII-A

Statements Regarding Activities (continued)

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) .............

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).................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

STERLING REALTY INC Telephone no. bullet

(702) 642-1177

Located at bullet

8535 EDNA AVENUE 120LAS VEGASNV ZIP+4 bullet

89117

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —Check here....... bullet

and enter the amount of tax-exempt interest received or accrued during the year ...... bullet

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

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?......................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?...............YesNo

(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.).......YesNo

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)? ........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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?.............

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)):

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?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?......................YesNo

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.)..................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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?

Form 990-PF (2015)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (Continued)

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))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?.............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? (see instructions)................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?.....YesNo

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)? ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?..........YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....

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
R IAN ROSS	Executive Dir. 5.00	0
8535 EDNA AVENUE 120 LAS VEGAS,NV89117	Executive Dir. 5.00	0
JUDITH L SARGENT	President 5.00	0
8535 EDNA AVENUE 120 LAS VEGAS,NV89117	President 5.00	0

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...................

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. bullet

Part IX-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part IX-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2015)

Page 8

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

19,753,329

Average of monthly cash balances.......................

170,281

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

19,923,610

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

19,923,610

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

298,854

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

19,624,756

Minimum investment return. Enter 5% of line 5..................

981,238

Part XI

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet

and do not complete this part.)

Minimum investment return from Part X, line 6....................

981,238

Tax on investment income for 2015 from Part VI, line 5......

12,179

Income tax for 2015. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

12,179

Distributable amount before adjustments. Subtract line 2c from line 1............

969,059

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

969,059

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

969,059

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

906,000

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

906,000

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).................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

906,000

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)

Page 9

Part XIII

Undistributed Income (see instructions)

	(a) Corpus	(c) 2014	(d) 2015
1 Distributable amount for 2015 from Part XI, line 7			969,059
2 Undistributed income, if any, as of the end of 2015:
a Enter amount for 2014 only.......		905,925
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: $ 906,000
a Applied to 2014, but not more than line 2a		905,925
b Applied to undistributed income of prior years (Election required—see instructions).....
c Treated as distributions out of corpus (Election required—see instructions)........	0
d Applied to 2015 distributable amount.....			75
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 ..........			968,984
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)

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 section4942(j)(3) or4942(j)(5)

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	(e) Total

b 85% of line 2a .........
c Qualifying distributions from Part XII, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part X, line 6 for each year listed...
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XV

Supplementary Information (Complete this part only if the organization had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here bullet

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. (see instructions) to individuals or organizations under
other conditions, complete items 2a, b, c, and d.

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
UNIVERSITY OF MICHIGAN 3003 S STATE STREET STE 9000 ANN ARBOR,MI48109	NONE		BIPOLAR RESEARCH/EDUCATION	906,000
Total ................................. 3a				906,000

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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	227,850
4 Dividends and interest from securities....			14	264,257
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income.....
8 Gain or (loss) from sales of assets other than inventory ............			18	306,962
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)..				799,069

13Total. Add line 12, columns (b), (d), and (e)..................

13799,069

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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?...........YesNo

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.
				May the IRS discuss this return with the preparer shown below (see instr.)? Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2015)

Additional Data

Software ID:	15000324
Software Version:	2015v2.0

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2015 LegalFeesSchedule

Name:

THE RICHARD TAM FOUNDATION

EIN:

88-0241216

Software ID:

15000324

Software Version:

2015v2.0

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
	10,819	10,819	0	0

- TIN:

TY 2015 OtherExpensesSchedule

Name:

THE RICHARD TAM FOUNDATION

EIN:

88-0241216

Software ID:

15000324

Software Version:

2015v2.0

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
BANK CHARGES	11	11
LICENSES	75	75

- TIN:

TY 2015 OtherProfessionalFeesSchedule

Name:

THE RICHARD TAM FOUNDATION

EIN:

88-0241216

Software ID:

15000324

Software Version:

2015v2.0

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES	148,807	148,807	0	0

- TIN:

TY 2015 TaxesSchedule

Name:

THE RICHARD TAM FOUNDATION

EIN:

88-0241216

Software ID:

15000324

Software Version:

2015v2.0

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
EXCISE TAXES	30,394	30,394