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 W DALE BROUGHER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)760 SPRING LANE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
YORK, PA174033416
A Employer identification number

52-1499358
B Telephone number (see instructions)

(941) 504-8823
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$75,374,245J 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      
4 Dividends and interest from securities... 1,131,515 1,131,515  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 6,545,684
b Gross sales price for all assets on line 6a 73,269,484
7 Capital gain net income (from Part IV, line 2)... 6,545,684
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 37,603 20,076  
12 Total. Add lines 1 through 11........ 7,714,802 7,697,275  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 160,423     160,423
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 9,795     9,795
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 2,500     2,500
c Other professional fees (attach schedule).... Click to see attachment 163,939 161,515   2,424
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 72,692 3,504   9,309
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 52,868 35,152   17,716
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 462,217 200,171   202,167
25 Contributions, gifts, grants paid....... 3,306,738 3,306,738
26 Total expenses and disbursements. Add lines 24 and 25 3,768,955 200,171   3,508,905
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,945,847
b Net investment income (if negative, enter -0-) 7,497,104
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 9,762,993 76,670 76,670
2 Savings and temporary cash investments......... 5,429,796 6,741,503 6,741,503
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) 3,740,068 Click to see attachment2,589,313 2,593,560
b Investments—corporate stock (attach schedule)....... 17,479,974 Click to see attachment34,939,368 35,728,557
c Investments—corporate bonds (attach schedule)....... 2,113,937 Click to see attachment1,532,994 1,508,459
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 32,135,264 Click to see attachment28,728,031 28,725,496
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) 70,662,032 74,607,879 75,374,245
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 70,662,032 74,607,879
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 70,662,032 74,607,879
31 Total liabilities and net assets/fund balances (see instructions). 70,662,032 74,607,879
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
70,662,032
2
Enter amount from Part I, line 27a .....................
2
3,945,847
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
74,607,879
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
74,607,879
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 SEE ATTACHED 898-02295 SHORT-TERM P    
b SEE ATTACHED 898-02295 LONG-TERM P    
c SEE ATTACHED 898-02295 SHORT-TERM P    
d SEE ATTACHED 898-13523 SHORT-TERM P    
e SEE ATTACHED 898-13523 LONG-TERM P    
SECTION 1256 CONTRACTS SHORT-TERM P    
SECTION 1256 CONTRACTS LONG-TERM P    
OZOFII ACCESS LTD P 2011-04-01 2015-01-21
(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 15,828,643   16,545,736 -717,093
b 20,536,699   16,762,483 3,774,216
c 31,428   31,428  
d 18,439,549   18,516,606 -77,057
e 13,215,961   11,497,348 1,718,613
331,738     331,738
497,607     497,607
4,338,766   3,370,199 968,567
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       -717,093
b       3,774,216
c        
d       -77,057
e       1,718,613
      331,738
      497,607
      968,567
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 6,545,684
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 -462,412
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 3,891,116 79,273,894 0.049084
2013 3,049,808 76,265,433 0.039989
2012 3,008,888 73,005,296 0.041215
2011 1,869,192 53,819,285 0.034731
2010 1,103,370 3,488,018 0.316332
2
Total of line 1, column (d) .....................
20.481351
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years . . .
3
0.096270
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
77,665,651
5
Multiply line 4 by line 3......................
5
7,476,872
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
74,971
7
Add lines 5 and 6........................
7
7,551,843
8
Enter qualifying distributions from Part XII, line 4.............
8
3,508,905
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 1 149,942
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 149,942
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- ..... 5 149,942
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 59,879
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 120,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 179,879
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 29,937
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet29,937 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
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)
    bulletMD
    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 ofbulletROBERT BOSSERT Telephone no.bullet (941) 504-8823

    Located atbullet760 SPRING LANEYORKPA ZIP+4bullet174033416
    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
    ROBERT E BOSSERT PRESIDENT
    40.00     		123,333 0 0
    760 SPRING LANE
    YORK,PA17403
    NANCY M BROUGHER VICE-PRES.
    3.00     		15,000 0 0
    400 S OCEAN BLVD
    PALM BEACH,FL33480
    SONYA L EICHOLTZ DIRECTOR
    3.00     		15,000 0 0
    3 S PLEASANT AVENUE
    JACOBUS,PA17407
    SALLY BOSSERT DIRECTOR
    3.00     		7,090 0 0
    1500 GLENCO RD
    GLENCO,MD21152
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    70,121,038
    b
    Average of monthly cash balances.......................
    1b
    8,727,339
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    78,848,377
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    78,848,377
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,182,726
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    77,665,651
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,883,283
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    3,883,283
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    149,942
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    149,942
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,733,341
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    3,733,341
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    3,733,341
    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
    3,508,905
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    3,508,905
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    3,508,905
    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 3,733,341
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 482,485
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........ 482,485
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 3,508,905
    a Applied to 2014, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2015 distributable amount..... 3,508,905
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2015. 224,436 224,436
    (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 5 258,049
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		258,049
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015....  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ADOT-A-FAMILY OF THE PALM BEACHES
    1712 SECOND AVENUE NORTH
    LAKE WORTH,FL33460     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 25,000
    ALZHEIMERS ASSOCIATION
    3544 NORTH PROGRESS AVE
    HARRISBURG,PA17110     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 7,000
    AMERICAN CANCER SOCIETY YORK
    924 NORTH COLONIAL AVENUE
    YORK,PA17403     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 5,000
    CHILDREN'S HOME OF YORK
    77 SHOE HOUSE ROAD
    YORK,PA17406     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 2,500
    CITY CHURCH YORK
    250 WEST KING STREET
    YORK,PA17401     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 8,300
    CRISPUS ATTUCKS ASSOCIATION
    605 SOUTH DUKE STREET
    YORK,PA17401     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 256,000
    CULTURAL ALLIANCE OF YORK COUNTY
    1315 WALNUT STREET
    YORK,PA19107     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 25,000
    DARTMOUTH REVIEW
    PO BOX 343
    HANOVER,NH03755     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 300
    DOWNTOWN INC
    2 EAST MARKET STREET
    YORK,PA17401     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 10,000
    DREAM WRIGHTS
    100 CARLISLE AVENUE
    YORK,PA17401     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 100,000
    ELIZABETHTOWN AREA EDUCATION FDN
    600 EAST HIGH STREET
    ELIZABETHTOWN,PA17022     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 5,000
    FIRST PRESBYTERIAN CHURCH OF YORK
    225 EAST MARKET STREET
    YORK,PA17403     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 2,500
    FORSIGHT VISION
    1380 SPAHN AVENUE
    YORK,PA17403     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 50,000
    FRIENDS OF MARTIN COUNTY LIBRARY
    2351 SE MONTEREY ROAD
    STUART,FL34996     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 5,000
    HUMAN LIFE SERVICES
    742 SOUTH GEORGE STREET
    YORK,PA17401     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 16,000
    JEWISH COMMUNITY CENTER YORK
    2000 HOLLYWOOD DRIVE
    YORK,PA17403     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 120,000
    JUNIOR ACHIEVEMENT YORK
    610 SOUTH GEORGE STREET
    YORK,PA17401     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 115,805
    JUNIOR LEAGUE OF YORK
    166 WEST MARKET STREET
    YORK,PA17401     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 17,500
    KATALLASSO FAMILY HEALTH CENTER
    38 SOUTH BELVIDERE AVENUE
    YORK,PA17401     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 20,000
    KEYSTONE HUMAN SERVICES
    124 PINE STREET
    HARRISBURG,PA17101     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 30,000
    KEYSTONE PARTNERSHIP
    600 NORTH SECOND STREET
    HARRISBURG,PA17101     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 1,900
    LEG UP FARM
    4880 NORTH SHERMAN STREET
    MOUNT WOLF,PA17347     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 25,000
    LOGOS ACADEMY
    250 WEST KING STREET
    YORK,PA17401     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 250,000
    LUTHERAN SOCIAL SERVICES
    1050 PENNSYLVANIA AVENUE
    YORK,PA17404     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 100,000
    MARGARET MOUL HOME
    2050 BARLEY ROAD
    YORK,PA17408     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 50,000
    MISERICORDIA NURSING & REHAB CTR
    998 SOUTH RUSSELL STREET
    YORK,PA17402     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 100,000
    MULTIPLE SCLEROSIS SOCIETY
    1501 REEDSDALE STREET
    PITTSBURGH,PA15233     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 10,000
    NAT'L ALLIANCE ON MENTAL ILLNESS
    140 ROOSEVELT AVENUE
    YORK,PA17401     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 750
    NEWBERRY TOWNSHIP POLICE
    1905 OLD TRAIL ROAD
    ETTERS,PA17319     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 3,500
    OLDFIELDS SCHOOL
    1500 GLENCOE ROAD
    GLENCOE,MD21152     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 100,250
    PA NATIONAL HORSE SHOW FDN
    720 LIMEKILN ROAD
    NEW CUMBERLAND,PA17070     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 35,000
    PALM BEACH CIVIC ASSOCIATION
    139 NORTH COUNTY ROAD
    PALM BEACH,FL33480     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 1,000
    PAULA HAMBERGER MEMORIAL FUND
    748 SOUTH ALBEMARLE ST
    YORK,PA17403     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 1,000
    PEDDIE SCHOOL
    201 SOUTH MAIN STREET
    HIGHSTOWN,NJ08520     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 100,000
    PEGGY ADAMS ANIMAL RESCUE LEAGUE
    3200 NORTH MILITARY TRAIL
    WEST PALM BEACH,FL33409     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 50,000
    PENN STATE YORK
    201 OLD MAIN
    UNIVERSITY PARK,PA16802     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 10,000
    PENN VETERINARY HOSPITAL
    3451 WALNUT STREET
    PHILADELPHIA,PA19104     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 100,000
    PHILANTHROPIC ENDEAVORS FDN
    2251 FRIESIAN ROAD
    YORK,PA17406     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 50,000
    POISE
    314 BRYN MAWR AVENUE
    BALA CYNWYD,PA19004     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 5,000
    QUICK RESPONSE TEAM YORK COUNTY
    45 NORTH GEORGE STREET
    YORK,PA17401     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 5,500
    ROLLINS COLLEGE
    1000 HOLT AVENUE
    WINTER PARK,FL32789     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 100
    SALVATION ARMY
    50 EAST KING STREET
    YORK,PA17405     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 125,000
    SERVICE CORPS OF RETIRED EXECUTIVES
    1175 HERNDON PARKWAY
    HERNDON,VA20170     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 4,000
    SOCIETY OF THE FOUR ARTS
    24 ARTS PLAZA
    PALM BEACH,FL33480     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 26,300
    SPCA OF YORK COUNTY
    3159 SUSQUEHANNA TRAIL
    YORK,PA17406     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 107,500
    ST BONIFACE CATHOLIC CHURCH
    631 ELMONT ROAD
    ELMONT,NY11003     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 500
    ST JOHN EPISCOPAL CHURCH
    140 NORTH BEAVER STREET
    YORK,PA17401     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 61,500
    ST PETER'S LUTHERAN CHURCH
    947 NORTH GEORGE STREET
    YORK,PA17404     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 30,000
    STEAM INTO HISTORY
    2 WEST MAIN STREET
    NEW FREEDOM,PA17349     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 25,000
    STRAND CAPITOL PERFORMING ARTS
    50 NORTH GEORGE STREET
    YORK,PA17401     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 398,333
    SUSAN BYRNES HEALTH EDUCATION CTR
    515 SOUTH GEORGE STREET
    YORK,PA17401     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 105,000
    THE JOHNS HOPKINS INSTITUTIONS
    100 NORTH CHARLES STREET
    BALTIMORE,MD21201     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 200
    THE PALEY FOUNDATION
    1551 NORTH FLAGLER DRIVE
    WEST PALM BEACH,FL33401     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 2,400
    UNITED WAY OF YORK COUNTY
    800 EAST KING STREET
    YORK,PA17403     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 50,000
    YMCA OF YORK COUNTY
    4075 EAST MARKET STREET
    YORK,PA17402     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 59,600
    YORK CATHOLIC HIGH SCHOOL
    601 E SPRINGETTSBURY AVE
    YORK,PA17403     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 5,000
    YORK COUNTY CHILDREN'S ADVOCACY CTR
    28 SOUTH QUEEN STREET
    YORK,PA17403     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 15,000
    YORK COUNTY HONORS CHOIRS
    PO BOX 827
    YORK,PA17405     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 5,000
    YORK COLLEGE OF PA
    441 COUNTRY CLUB ROAD
    YORK,PA17403     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 250,000
    YORK COUNTRY DAY SCHOOL
    1071 REGENTS GLEN BLVD
    YORK,PA17403     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 10,000
    YORK COUNTY BAR FOUNDATION
    137 EAST MARKET STREET
    YORK,PA17401     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 10,000
    YORK COUNTY COMMUNITY FOUNDATION
    14 WEST MARKET STREET
    YORK,PA17401     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 11,500
    YORK COUNTY FOOD BANK
    254 WEST PRINCESS STREET
    YORK,PA17401     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 5,000
    YORK COUNTY HERITAGE TRUST
    250 EAST MARKET STREET
    YORK,PA17403     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 5,000
    YORK COUNTY LITERACY COUNCIL
    800 EAST KING STREET
    YORK,PA17403     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 15,000
    YORK DAY NURSERY
    450 EAST PHILADELPHIA ST
    YORK,PA17403     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 10,000
    YORK LITTLE THEATRE
    27 SOUTH BELMONT STREET
    YORK,PA17403     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 105,000
    YORK SCORE CHAPTER 441
    2101 PENNSYLVANIA AVENUE
    YORK,PA17404     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 5,000
    YORK SYMPHONY ORCHESTRA
    50 NORTH GEORGE STREET
    YORK,PA17401     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 30,000
    YWCA OF YORK COUNTY
    320 EAST MARKET STREET
    YORK,PA17403     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 10,000
    Total .................................bullet 3a 3,306,738
    bApproved for future payment
    JUNIOR ACHIEVEMENT YORK
    610 SOUTH GEORGE STREET
    YORK,PA17401     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 25,000
    PA NATIONAL HORSE SHOW FDN
    720 LIMEKILN ROAD
    NEW CUMBERLAND,PA17070     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 50,000
    YMCA OF YORK COUNTY
    4075 EAST MARKET STREET
    YORK,PA17402     		NONE PUBLIC ORGANIZATION'S EXEMPT PURPOSE 25,000
    Total .................................bullet 3b 100,000
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........     		         
    4 Dividends and interest from securities....     14 1,131,515  
    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 6,545,684  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue:
    a990-PF EXCISE TAX REFUND     		        17,527
    bPARTNERSHIP INCOME     14 20,071  
    cOTHER INVESTMENT INCOME     14 5  
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   7,697,275 17,527
    13Total. Add line 12, columns (b), (d), and (e)..................
    137,714,802
    (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.)
    11B 990-PF EXCISE TAX REFUND
    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 W DALE BROUGHER FOUNDATION
    EIN:
    52-1499358
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PREPARATION OF FORM 990-PF 2,500     2,500

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    THE W DALE BROUGHER FOUNDATION
    EIN:
    52-1499358
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AT&T INC    
    AMERICAN EXPRESS CREDIT 165,167 165,077
    APACHE CORP    
    APPLE INC    
    CITIGROUP INC 120,609 125,044
    COMCAST CORP 175,691 162,587
    CVS CAREMARK CORP    
    ECOLAB INC    
    ENTERPRISE PRODUCTS OPER 89,088 72,037
    FORD MOTOR COMPANY 170,274 163,075
    GENERAL ELEC CAP CORP 115,000 123,579
    GOLDMAN SACHS GROUP INC 122,794 124,192
    JPMORGAN CHASE & CO 161,916 163,309
    KRAFT FOODS INC    
    PETROBRAS INTL FIN CO    
    NOBLE ENERGY INC    
    RIO TINTO FIN USA PLC    
    USD UNITED MEXICAN 167,487 164,430
    VERIZON COMMUNICATIONS 164,206 162,701
    WELLS FARGO & COMPANY 80,762 82,428

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    THE W DALE BROUGHER FOUNDATION
    EIN:
    52-1499358
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M CO    
    ABBOTT LABORATORIES    
    ABBVIE INC SHS 420,642 406,623
    ACADIA HEALTHCARE CO INC    
    ACCENTURE PLC SHS    
    ACE LIMITED 270,106 327,414
    ACORDA THERAPEUTICS INC    
    ACTAVIS PLC SHS    
    ACTUANT CORP    
    ACUITY BRANDS INC    
    ACXIOM CORP    
    ADOBE SYS INC COM 434,314 487,455
    ADVANCED ENERGY INDS 74,636 74,668
    ADVENT SOFTWARE INC COM    
    ADVISORY BRD CO    
    AES CORPORATION    
    AFFILIATED MANAGERS GROUP INC 434,253 414,098
    AFLAC INC    
    AIR LEASE CORP 71,849 75,698
    AKORN INC    
    ALCOA INC    
    ALEXION PHARMACEUTICALS INC    
    ALIBABA GROUP HOLDING LT    
    ALIGN TECHNOLOGY INC    
    ALLERGAN INC COM    
    ALLIANCE DATA SYS CORP    
    ALLIED WORLD ASSURANCE    
    ALLSTATE CORP COM    
    ALLY FINL INC 134,736 124,888
    ALNYLAM PHARMACEUTICALS INC    
    ALPHABET INC 371,694 452,802
    ALTRA HOLDINGS INC    
    ALTRIA GROUP INC 205,367 260,199
    AMAG PHARMACEUTICALS INC    
    AMAZON COM INC 269,162 460,281
    AMC NETWORKS INC 118,394 117,248
    AMERICAN AIRLS GROUP INC    
    AMERICAN AXLE & MFG HLDGS INC 77,437 68,695
    AMERICAN EQUITY INVT LIFE HLDG    
    AMERICAN EXPRESS COMPANY    
    AMERICAN INTERNATIONAL    
    AMERICAN STS WTR CO    
    AMERICAN TOWER REIT INC 324,224 359,491
    AMERIPRISE FINL INC    
    AMERISOURCEBERGEN CORP    
    AMGEN INC    
    AMN ELEC POWER CO 332,684 350,203
    AMN HEALTHCARE SVCS INC    
    AMSURG CORP    
    AMTR FINL SRVS INC    
    ANACOR PHARMACEUTICLS IN    
    ANADARKO PETE CORP 474,251 376,446
    ANALOG DEVICES INC    
    ANALOGIC CORP NEW    
    ANHEUSER-BUSCH INBEV ADR    
    ANIXTER INTL INC    
    ANSYS INC    
    APACHE CORPORATION COM    
    APARTMENT INVT & MGMT CO CL A    
    APPLE COMPUTER INC COM 248,118 318,096
    APPLIED MATERIALS INC    
    ARAMARK SHS 121,323 117,809
    ARCBEST CORPORATION    
    ARGO GROUP INTERNATIONAL    
    ARISTA NETWORKS INC    
    ARM HLDGS PLC    
    ARRIS GROUP INC NEW    
    ARTISAN PARTNERS ASSET    
    ARUBA NETWORKS INC    
    ASHFORD HOSPITALITY TRUST    
    ASPEN TECHNOLOGY INC COM    
    ASSURANT INC 134,399 131,200
    ASTRAZENECA PLC SPONS ADR 430,368 466,337
    ASTRONICS CORP    
    AT&T INC 334,662 354,423
    ATHENAHEAL TH INC    
    ATWOOD OCEANICS INC    
    AUTOMATED DATA PROC 443,281 439,697
    AUTONATION INC 113,953 113,354
    AUTOZONE INC 338,272 334,601
    AVAGO TECHNOLOGIES LTD 326,836 393,647
    AVISTA CORP    
    AZZ INC    
    BAIDU.COM ADR 350,892 340,272
    BALCHEM CORP CL B    
    BANK OF THE OZARKS INC    
    BARCLAYS PLC 310,092 295,294
    BARNERS GROUP INC    
    BAXTER INTL INC COM    
    BB&T CORP COM    
    BBCN BANCORP INC    
    BE AEROSPACE INC    
    BED BATH & BEYOND INC    
    BERRY PLASTICS GROUP INC 74,683 77,606
    BIOGEN IDEC INC    
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    BIO-REFERENCE LABS INC PAR 0.01    
    BLACK HILLS CORP    
    BLACKROCK INC CL A    
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    BOISE CASCADE CO DEL    
    BOOZ ALLEN HAMILTON HLDG 185,299 201,327
    BOSTON BEER INC    
    BRANDYWINE RLTY TR    
    BRISTOL MYERS SQUIBB CO COM    
    BRISTOW GROUP INC    
    BRITISH AMN TOBACO 289,320 283,967
    BROOKDALE SR LIVING INC    
    BRUNSWICK CORPORATION COMMON    
    BUFFALO WILD WINGS INC    
    CABOT OIL & GAS CORP    
    CADENCE DESIGN SYS INC 122,644 114,143
    CALGON CARBON CORP COM    
    CALIFORNIA RESOURCES CORP 90,314 57,926
    CAMPBELL SOUP COMPANY    
    CANADIAN NATURAL RES LTD 255,067 233,799
    CANADIAN PACIFIC RAILWAY 302,702 282,251
    CARDTRONICS INC    
    CARTER INC    
    CASEYS GEN STORES INC COM    
    CATERPILLAR INC    
    CAVIUM INC    
    CBOE HOLDINGS INC    
    CBRE GROUP INC    
    CBS CORP NEW CL B    
    CELGENE CORP 393,869 495,088
    CELLADON CORP    
    CENTENE CORP DEL    
    CENTURYLINK INC 315,075 284,434
    CEPHEID    
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    CF INDS HLDGS INC    
    CHARLES RIVER LABS INTL 72,283 74,602
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    CHESAPEAKE LODGING TR    
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    CHICAGO BRIDGE & IRON COMPANY    
    CHIMERIX INC    
    CHINA PETE CHEM 316,742 291,803
    CHINA UNICOM HONG KONG LTD 179,530 171,734
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    CHUYS HLDGS INC    
    CINEMARK HLDGS INC    
    CISCO SYS INC    
    CITIGROUP INC COM NEW    
    CLARCOR INC    
    CLECO CORP NEW    
    CNO FINL GROUP INC    
    COCA COLA COM 331,150 341,962
    COGNEX CORP    
    COGNIZANT TECHNOLOGY SOLUTIONS 299,227 308,023
    COHERENT INC    
    COLFAX CORP    
    COLGATE PALMOLIVE CO COM    
    COMCAST CORP NEW    
    COMCAST CORP NEW CL A    
    COMMUNITY TR BANCORP INC    
    COMMVAULT SYS INC    
    CONOCOPHILLIPS 425,034 381,457
    CONSTELLATION BRANDS INC    
    CONTINENTAL RESOURCES 114,431 77,213
    COPA HOLDINGS S A CL A    
    CORNERSTONE ONDEMAND INC    
    CORVEL CORP    
    COSTAR GROUP INC    
    COSTCO WHSL CORP NEW 412,748 480,624
    COVIDIEN PLC SHS NEW    
    CRANE COMPANY COMMON    
    CREDICORP LTD 264,853 234,541
    CREDIT ACCEP CORP MICH    
    CROWN HLDGS INC PP    
    CUBIST PHARMACEUTICALS INC    
    CURTISS WRIGHT 220,276 222,283
    CVS CORP    
    CYBERONICS INC COM    
    DANAHER CORP COMMON 441,174 466,258
    DECKERS OUTDOOR CORP    
    DELPHI AUTOMOTIVE PLC 338,762 366,924
    DELTA AIR LINES INC    
    DEPOMED INC    
    DEVON ENERGY CORP 371,266 261,760
    DEXCOM INC    
    DIAGEO PLC SPON ADR NEW 292,377 286,636
    DIAMONDBACK ENERGY INC    
    DIGITAL RLTY TR INC 449,472 474,137
    DIODES INC    
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    DISNEY (WALT) COMPANY HOLDING CO. 405,669 398,043
    DOLLAR GENERAL CORP    
    DOLLAR TREE INC    
    DOMINION RES INC 410,019 406,111
    DOMINOS PIZZA INC    
    DORMAN PRODUCTS INC    
    DOW CHEMICAL COMPANY COMMON    
    DREW INDS INC COM NEW    
    DUPONT FABROS TECHNOLOGY    
    E I DU PONT DE NEMOURS & CO COMM    
    EAGLE BANCORP INC MD    
    EAGLE MATLS INC    
    EAST WEST BANCORP INC 151,743 155,601
    EATON CORP PLC    
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    EDISON INTL    
    EDUCATION REALTY TR INC    
    EL PASO ELEC CO    
    ELECTRONICS FOR IMAGING INC    
    ELI LILLY & CO 308,045 326,086
    EMC CORP(MASS) USD 0.001    
    EMCOR GROUP INC COM    
    EMERGENT BIOSOLUTIONS    
    ENANTA PHARMACEUTICALS    
    ENCORE CAPITAL GROUP INC    
    EDNURANCE SPECIALTY HLDG 83,265 82,547
    ENERSYS    
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    EOG RES INC    
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    ESTEE LAUDER COMPANIES INC CL A    
    ESTERLINE TECHNOLOGIES CORP    
    EURONET WORLDWIDE INC    
    EVERTEC INC    
    EXPEDIA INC 130,577 128,651
    EXPRESS SCRIPTS HLDG CO 317,785 331,284
    EXXON MOBIL CORP    
    F N B CORP PA    
    FABRINET    
    FACEBOOK INC 339,192 333,237
    FASTENAL CO COMMON    
    FEDEX CORP DELAWARE 413,455 389,609
    FIBRA CELULOSE 308,296 269,980
    FIDELITY NATL INFO SVCS    
    FINISAR CORPORATION    
    FIRST INDL RLTY TR INC    
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    FIRSTMERIT CORP COM    
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    GATX CORP COM    
    GENERAC HLDGS INC    
    GENERAL ELECTRIC CO 485,679 511,140
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    GOLDMAN SACHS GROUP INC    
    GOOGLE INC    
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    GRAND CANYON EDUCATION INC    
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    GREATBATCH INC    
    GREENBRIER COS INC 64,554 65,729
    GUIDEWIRE SOFTWARE INC    
    GULFMARK OFSHRE INC CLA    
    GULFPORT ENERGY NEW0.01    
    GW PHARMACEUTICALS PLC 241,426 201,723
    HAEMONETICS CORP MASS    
    HAIN CELESTIAL GROUP GROUP INC    
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    HANESBRAND INC    
    HARMAN INTL INDS INC NEW    
    HARSCO CORPORATION COMMON    
    HCA HOLDINGS INC SHS    
    HD SUPPLY HLDGS INC 294,755 310,420
    HDFC BANK LTD 268,229 290,444
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    HEICO CORP NEW    
    HELEN OF TROY LTD    
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    HILL ROM HLDGS 77,732 73,532
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    HOME BANCSHARES INC    
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    HUNT JB TRANS SVCS INC COM    
    HUNTINGTON INGALLS INDS    
    HUNTNGTN BANCSHS INC 146,189 143,669
    HUNTSMAN CORP    
    ICICI BANK LTD 263,088 262,931
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    IGATE CORP    
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    IMPERIAL TOB GROUP PLC SPONSORED    
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    INGERSOLL-RAND PLC 320,198 319,134
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    INTEL CORPORATION 506,793 556,299
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    INTERNATIONAL PAPER COMPANY COM    
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    INVESCO LTD    
    IPG PHOTONICS CORP DEL    
    ISIS PHARMACEUTICALS    
    J2 GLOBAL INC    
    JACK IN THE BOX INC 64,849 68,732
    JAZZ PHARMACEUTICALS PLC    
    JETBLUE AWYS CORP    
    JOHNSON & JOHNSON COM    
    JOHNSON CONTROLS INC    
    JP MORGAN CHASE & CO 328,750 376,041
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    KERYX BIOPHARMACEUTICALS INC    
    KEY ENERGY SERVICES INC.    
    KIMBERLY CLARK 354,680 384,446
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    KRAFT FOODS GROUP INC 308,443 322,472
    L BRANDS INC    
    LAKELAND FINL CORP COM    
    LAM RESH CORP COM 141,016 147,324
    LANDSTAR SYS INC    
    LA-Z BOY INC COM    
    LEVEL 3 COMMUNICATIONS INC 97,156 106,002
    LIBERTY BROADBAND CORP    
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    LOCKHEED MARTIN CORP 376,179 463,832
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    MACQUARIE INFRASTRUCTURE CORP 95,974 91,113
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    MALLINCKRODT PLC 240,040 286,654
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    MARATHON OIL CORP    
    MARATHON PETROLEUM CORP    
    MARSH & MCLENNAN COS INC    
    MARTIN MARIETTA MALTS INC    
    MARVELL TECHNOLOGY GROUP LTD    
    MASCO CORP 112,107 111,502
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    MATRIX SVC CO    
    MATTHEWS INTL CORP CL A    
    MAXIM INTEGRATED PRODS INC    
    MAXIMUS INC    
    MCDONALDS CORPORATION 522,287 556,439
    MCGRAW-HILL COMPANIES INC    
    MCKESSON CORPORATION    
    MEAD JOHNSON NUTRITION CO    
    MEDASSETS INC    
    MEDIDATA SOLUTIONS INC    
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    MELCO PBL ENTERTAINMENT-    
    MENTOR GRAPHICS CORP 95,235 73,072
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    MERCK AND CO INC SHS    
    METLIFE INC    
    MGIC INVT CORP WIS COM    
    MGM MIRAGE    
    MGM RESORTS INTERNATIONAL 127,234 128,027
    MICHAEL KORS HLDGS LTD    
    MICROSEMI CORP COM    
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    MID-AMER APT CMNTYS INC    
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    MITSUBISHI UFJ FINL GRP INC 419,348 383,028
    MOLINA HEALTHCARE INC 67,442 65,061
    MONDELEZ INTERNATIONAL 384,358 443,378
    MONRO MUFFLER BRAKE INC    
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    MOODYS CORP    
    MORGAN STANLEY DEAN WITTER & CO    
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    MYLAN LABS INC    
    MYLAN NV 350,760 357,781
    MYRIAD GENETICS INC    
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    NATIONAL GENERAL    
    NATIONAL GRID PLC 295,855 291,442
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    NEOGEN CORP    
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    NUCOR CORP    
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    NVIDIA 113,445 124,951
    NXP SEMICONDUCTORS N.V. 310,480 333,967
    OASIS PETE INC NEW    
    OCCIDENTAL PETROLEUM CORPORATION 449,703 405,457
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    OSI SYS INC    
    PACCAR INC 418,184 394,842
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    PATTERSON COS INC 137,943 132,917
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    PORTLAND GEN ELEC CO 117,900 117,002
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    PPL CORPORATION 354,719 364,508
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    PRINCIPAL FINL GROUP INC 141,187 139,078
    PROASSURANCE CORP    
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    PRUDENTIAL PLC 222,124 223,822
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    QLIK TECHNOLOGIES INC 112,149 113,185
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    RITE AID CORP 170,102 174,558
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    VERTEX PHARMACEUTICALS INC    
    VIEWPOINT FINL GROUP    
    VINCE HLDG CORP    
    VISA INC CL A SHRS    
    VISHOP HLDGS LTD 355,378 387,553
    VITAMIN SHOPPE INC    
    VMWARE, INC.    
    W W GRAINGER INCORPORATED    
    WABASH NATL CORP    
    WABCO HOLDINGS INC    
    WABTEC CORP    
    WADDELL & REED FINL INC CL A    
    WASTE CONNECTIONS INC    
    WEBMD HEALTH CORP    
    WELLS FARGO & CO NEW    
    WESBANCO INC    
    WESCO AIRCRAFT HLDGS INC    
    WEST PHARMACEUTICAL SVCS INC    
    WESTERN ALLIANCE    
    WESTERN DIGITAL CORP    
    WESTERN UN CO    
    WESTROCK CO SHS 118,073 109,944
    WEX INC    
    WHITEWAVE FOODS CO    
    WHITING PETROLEUM CORP 82,519 47,106
    WHOLE FOODS MKT INC    
    WILSHIRE BANCORP INC    
    WINTRUST FINL CORP    
    WOLVERINE WORLD WIDE INC    
    WOODWARD GOVERNOR CO COM    
    WORKDAY INC CL A    
    WORLD ACCEP CORP S C NEW    
    WORLD FUEL SVCS CORP    
    WYNDHAM WORLDWIDE CORP W    
    YUM BRANDS INC    
    ZEBRA TECHNOLOGIES CORP CL A    
    ZILLOW INC SHS CL A    
    ZOETIS INC 331,360 353,412
    ZUMIEZ INC    

    TY 2015 InvestmentsGovtObligationsSch
    Name:
    THE W DALE BROUGHER FOUNDATION
    EIN:
    52-1499358
    US Government Securities - End of Year Book Value:

    1,592,630
    US Government Securities - End of Year Fair Market Value:

    1,587,038
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2015 InvestmentsOtherSchedule2
    Name:
    THE W DALE BROUGHER FOUNDATION
    EIN:
    52-1499358
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    AMERICAN EURO PACIFIC FMV    
    DELAWARE CORPORATE BOND FMV 3,890,625 3,623,276
    EATON VANCE STRUCTURED FMV    
    HANCOCK JOHN CAP SER CLASSIC VALU FMV    
    HARBOR INTERNATIONAL FD FMV    
    HENDERSON INTERNATIONAL FMV    
    ISHARES CORE US FMV 1,247,724 1,217,057
    ISHARES FTSE EPRA/NAREIT FMV    
    ISHARES TR FMV    
    ISHARES TR FMV    
    ISHARES TR FMV    
    ISHARES TR MSCI EAFE FMV    
    ISHARES TR MSCI EAFE FMV    
    ISHARES TR RUSSELL FMV    
    JP MORGAN INTL FMV    
    LAZARD DEVELOPING MKTS FMV    
    LEGG MASON WESTERN ASSET FMV    
    LEGG MASON WESTERN ASSET FMV    
    NEUBERGER BERMAN EMERG FMV    
    NUVEEN REAL ESTATE FMV    
    OPPENHEIMER DEVELOPING FMV    
    PRUDENTIAL GLOBAL REAL FMV    
    SCHRODER EMERGING MARKET FMV    
    SCHRODER INTL EQUITY FD FMV    
    SECTOR SPDR TR FMV    
    SPDR BARCLAYS INTERM FMV 3,652,971 3,682,424
    SPDR LEHMAN INTERMD TERM FMV    
    TCW TOTAL RETURN FMV 7,176,233 7,263,899
    VANGUARD MID-CAP VAL IDX FMV    
    WESTERN ASSET SMASH FMV 3,984,935 3,991,878
    BLACKSTONE ALTERNATIVES FMV 732,202 766,247
    CARLSON DOUBLE BLACK FMV 2,000,000 1,996,611
    CHILDREN'S INVESTMENT FUND FMV 1,000,000 1,069,600
    CLOUGH ACCESS LTD FMV 1,000,000 1,019,241
    CZECH II SENIOR LOAN FMV 177,349 172,726
    GSO RESCUE FINANCE II FMV 46,000 45,467
    OZOFII ACCESS LTD FMV 1,629,802 2,082,170
    SIRIOS ACCESS LTD FMV 1,000,000 977,832
    YORK ACCESS LTD FMV 1,000,000 817,068
    INVESTMENT BASIS ADJUSTMENTS FMV 190,190  

    TY 2015 OtherExpensesSchedule
    Name:
    THE W DALE BROUGHER FOUNDATION
    EIN:
    52-1499358
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    INVESTMENT EXPENSES 7,924 7,924    
    PARTNERSHIP DEDUCTIONS 27,228 27,228    
    EVENT EXPENSES 9,696     9,696
    OFFICE & IT SUPPLIES 5,520     5,520
    INSURANCE 2,500     2,500


    TY 2015 OtherIncomeSchedule2
    Name:
    THE W DALE BROUGHER FOUNDATION
    EIN:
    52-1499358
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    990-PF EXCISE TAX REFUND 17,527    
    PARTNERSHIP INCOME 20,071 20,071  
    OTHER INVESTMENT INCOME 5 5  


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    THE W DALE BROUGHER FOUNDATION
    EIN:
    52-1499358
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ASSET MGMT & CUSTODY FEES 161,515 161,515    
    PAYROLL PROCESSING FEES 2,424     2,424


    TY 2015 TaxesSchedule
    Name:
    THE W DALE BROUGHER FOUNDATION
    EIN:
    52-1499358
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX WITHHELD 3,504 3,504    
    990-PF EXCISE TAX PAID 59,879      
    PAYROLL TAXES 9,309     9,309