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 BUFFY & WILLIAM CAFRITZ FAMILY
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)7315 WISCONSIN AVENUE RM/STE 225 E
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BETHESDA, MD20814
A Employer identification number

20-5657328
B Telephone number (see instructions)

(301) 657-4774
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,223,637
J 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 263    
4 Dividends and interest from securities... 20,859 20,859  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 171,322
b Gross sales price for all assets on line 6a 285,889
7 Capital gain net income (from Part IV, line 2)... 319
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)....... 6,086    
12 Total. Add lines 1 through 11........ 198,530 21,178  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 5,110 5,110    
c Other professional fees (attach schedule).... 6,826 6,826    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 125      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 15,801 15,801    
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 27,862 27,737   0
25 Contributions, gifts, grants paid....... 291,648 291,648
26 Total expenses and disbursements. Add lines 24 and 25 319,510 27,737   291,648
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -120,980
b Net investment income (if negative, enter -0-) 0
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............. 112,383 146,001 146,001
2 Savings and temporary cash investments......... 30,305 20,440 20,442
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) 4,912 Click to see attachment4,912 5,151
b Investments—corporate stock (attach schedule)....... 1,064,275 Click to see attachment919,542 1,052,043
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,211,875 1,090,895 1,223,637
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 1,211,875 1,090,895
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 1,211,875 1,090,895
31 Total liabilities and net assets/fund balances (see instructions). 1,211,875 1,090,895
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,211,875
2
Enter amount from Part I, line 27a .....................
2
-120,980
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,090,895
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
1,090,895
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.)
1a
b
c
d
e
(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
b
c
d
e
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
b
c
d
e
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 2 319
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2014 270,500 1,679,809 0.161030
2013 300,500 54,069 5.557713
2012 214,336 1,021,646 0.209795
2011 216,444 978,107 0.221289
2010 216,645 654,131 0.331195
2
Total of line 1, column (d) .....................
26.481022
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
1.296204
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
1,134,114
5
Multiply line 4 by line 3......................
5
1,470,043
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
 
7
Add lines 5 and 6........................
7
1,470,043
8
Enter qualifying distributions from Part XII, line 4.............
8
291,648
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 0
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  
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  
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 1,887
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,887
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,887
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet1,000 RefundedBullet 11 887
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 ofbulletTHE FOUNDATION CO WILLIAM CAFRITZ Telephone no.bullet (301) 657-4774

    Located atbullet7315 WISCONSIN AVENUE STE 225EBETHESDAMD ZIP+4bullet20814
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    BUFFY M CAFRITZ PRESIDENT
    5.00
    0 0 0
    7315 WISCONSIN AVENUE SUITE 225-E
    BETHESDA,MD20814
    PAMELA ANNE CAFRITZ DIRECTOR
    0.00
    0 0 0
    3 FLINTLOCK LANE
    CLIFTON PARK,NY12065
    CHARLES C WILKES SECRETARY
    1.00
    0 0 0
    3923 PROSPECT COURT
    KENSINGTON,MD20895
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,022,192
    b
    Average of monthly cash balances.......................
    1b
    129,193
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,151,385
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    1,151,385
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    17,271
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,134,114
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    56,706
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    56,706
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
     
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    56,706
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    56,706
    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
    56,706
    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
    291,648
    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
    291,648
    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
    291,648
    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 56,706
    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...... 216,339
    b From 2011...... 219,550
    c From 2012...... 164,854
    d From 2013...... 236,109
    e From 2014...... 188,358
    fTotal of lines 3a through e........ 1,025,210
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 291,648
    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..... 56,706
    e Remaining amount distributed out of corpus 234,942
    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 1,260,152
    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) ...
    216,339
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......
    1,043,813
    10 Analysis of line 9:
    a Excess from 2011.... 219,550
    b Excess from 2012.... 164,854
    c Excess from 2013.... 236,109
    d Excess from 2014.... 188,358
    e Excess from 2015.... 234,942
    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
    ADOPTAPLATOON
    NATIONAL COMMUNICATION
    PO BOX 1846
    MERRIFIELD,VA22116
    NONE PUBLIC CHAR GENERAL FUND 168
    ALVIN AILEY AMER DANCE THEATER
    405 W 55TH ST 9TH AVE
    NEW YORK,NY10019
    NONE PUBLIC CHARI GENERAL PURPOSE FUND 2,000
    ALZHEIMER'S DRUG DISCOVERY
    57 WEST 57TH ST SUITE 90
    NEW YORK,NY10019
    NONE PUPIC CHAR GENERAL FUND 1,000
    ALZHEIMER'S DRUG DISCOVERY
    57 WEST 57TH ST SUITE 90
    NEW YORK,NY10019
    NONE PUBLIC CHAR GENERAL FUND 250
    ALZHEIMER'S TENNESSEE
    5801 KINGSTON PIKE
    KNOXVILLE,TN37919
    NONE PUBLIC CHAR GENERAL PURPOSE FUND 1,000
    AMERICAN CANCER SOCIETY
    132 W 32 ST
    NEW YORK,NY10001
    NONE PUBLIC CHAR GENERAL PURPOSE FUND 1,500
    AMERICA'S PROMISE
    1110 VERMONT AVE
    WASHINGTON,DC20005
    NONE PUBLIC CHAR GENERAL PURPOSE FUND 2,500
    ASHLEY INC
    DEVELOPMENT OFFICE
    HARVE DE GRACE,MD21078
    NONE PUBLIC CHAR GENERAL PURPOSE FUND 1,000
    BETHESDA-CHEVY CHASE RESCUE SQUAD
    PO BOX 342360
    BETHESDA,MD20827
    NONE PUBLIC CHAR GENERAL PURPOSE FUND 250
    BISHO MARIO DORSONVILLE
    1725 RHODE ISLAND AVE NW
    WASHINGTON,DC20036
    NONE PUBLIC CHAR GENERAL PURPOSE FUND 5,000
    BLAIR HOUSE RESTORATION
    C/O ANDREA L METZGER EXEC DIR
    PO BOX 27208
    WASHINGTON,DC20038
    NONE PUBLIC CHARI GENERAL PURPOSE FUND 1,000
    CAPITAL AREA FOOD BANK
    4900 PUERTO RICO AVE NE
    PO BOX 90360
    WASHINGTON,DC20017
    NONE PUBLIC CHARI GENERAL PURPOSE FUND 500
    CARDINAL'S APPEAL
    ARCHBISHOP OF WASHINGTON
    WASHINGTON,DC200908076
    NONE PUBLIC CHAR GENERAL PURPOSE FUND 2,500
    CATHERINE PEACHY FUND
    PO BOX 1823
    WARSOW,IN46581
    NONE PUBLIC CHAR GENERAL PURPOSE FUND 300
    CHARLES A SANDERS LEGACY FUND
    NATIONAL INST OF HEALTH
    9650 ROCKVILLE PIKE
    BETHESDA,MD20814
    NONE PUBLIC CHAR GENERAL PURPOSE FUND 10,000
    CHOATE ROSEMARY HALL
    333 CHRISTIAN ST
    WALLINGFORD,CT06492
    NONE PUBLIC CHAR GENERAL PURPOSE FUND 2,500
    DOG TAG INC
    3206 GRACE ST NW
    WASHINGTON,DC20007
    NONE PUBLIC CHAR GENERAL PURPOSE FUND 2,000
    EDWARD M KENNEDY INSTITUTE
    C/O ELLIE BREWSTER DEV COORD
    125 SUMMER ST
    BOSTON,MA02110
    NONE PUBLIC CHARI GENERAL PURPOSE FUND 3,000
    FORD'S THEATRE SOCIETY
    514 TENTH STREET NW
    WASHINGTON,DC20004
    NONE PUBLIC CHAR GENERAL PURPOSE FUND 1,500
    FRATERNAL ORDER OF POLICE
    1506 LESLIE RD
    BALTIMORE,MD21222
    NONE PUBLIC CHAR GENERAL PURPOSE FUND 50
    FRENCH-AMERICA FOUNDATION
    3105 WOODLEY ROAD
    WASHINGTON,DC20008
    NONE PUBLIC CHAR GENERAL PURPOSE FUND 25,000
    FRIAR'S FOULNDATION LINCOLN AWARDS
    37 EAST 55TH STREET
    NEW YORK,NY10022
    NONE PUBLIC CHAR GENERAL PUPOSE FUND 5,000
    FRIENDS OF THE SMITHSONIAN
    PO BOX 9016
    PITTSFIELD,MA01202
    NONE PUBLIC CHAR GENERAL PURPOSE FUND 2,250
    HUMANE SOCIETY
    601 SOUTH STONESTREET AVE
    ROCKVILLE,MD20850
    NONE PUBLIC CHAR GENERAL PURPOSE FUND 200
    INTERNATIONAL EYE FOUNDATION
    10801 CONNECTICUT AVE
    KENSINGTON,MD20895
    NONE PUBLIC CHAR GENERAL PURPOSE FUND 2,500
    ISLEBORO HEALTH CENTER
    150 MAIN ROAD
    PO BOX 137
    ISLEBORO,ME04848
    NONE PUBLIC CHAR GENERAL PURPOSE FUND 1,000
    JILL'S HOUSE
    9011 LEESBURG PIKE
    VIENNA,VA22182
    NONE PUBLIC CHAR GENERAL PURPOSE FUND 5,000
    KENNEDY CENTER
    2700 F ST NW
    WASHINGTON,DC205660001
    NONE PUBLIC CHARI GENERAL PURPOSE FUND 1,200
    KENNEDY CENTER
    2700 F ST NW
    WASHINGTON,DC20566
    NONE PUBLIC CHAR GENERAL PURPOSE FUND 60,000
    KENNEDY CENTER SPRING GALA
    2700 F ST NW
    WASHINGTON,DC20566
    NONE PUBLIC CHAR GENERAL PURPOSE FUND 2,000
    LA SCUOLA D'ITALIA
    12 E 96TH STREET
    NEW YORK,NY10128
    NONE PUBLIC CHAR GENERAL PURPOSE FUND 800
    LAURALTON HALL
    200 HIGH ST
    MILFORD,CT064603249
    NONE PUBLIC CHARI GENERAL PURPOSE FUND 350
    LIBRARY OF CONGRESS
    101 INDEPENDENCE AVE SE
    WASHINGTON,DC20540
    NONE PUBLIC CHARI GENERAL PURPOSE FUND 10,000
    LIGHT OF HEALING HOPE FNDN
    2801 NEW MEXICO AVE NW
    SUITE 1224
    WASHINGTON,DC20007
    NONE PUBLIC CHARI GENERAL PURPOSE FUND 3,000
    LIGHT OF HEALING HOPE FNDN
    2801 NEW MEXICO AVE NW
    SUITE 1224
    WASHINGTON,DC20007
    NONE PUBLIC CHAR GENERAL PURPOSE FUND 1,000
    LITTLE SISTERS OF THE POOR
    4200 HAREWOOD ROAD NE
    WASHINGTON,DC20017
    NONE PUBLIC CHAR GENERAL PURPOSE FUND 100
    LOW VISION INFORMATION CTR
    4905 DEL RAY AVE
    SUITE 504
    BETHESDA,MD20814
    NONE PUBLIC CHARI GENERAL PURPOSE FUND 300
    LOW VISION INFORMATION CTR
    4905 DEL RAY AVE
    SUITE 504
    BETHESDA,MD20814
    NONE PUBLIC CHAR GENERAL PURPOSE FUND 300
    N STREET VILLAGE
    DIR OF DEVELOPMENT
    1333 N ST NW
    WASHINGTON,DC20005
    NONE PUBLIC CHARI GENERAL PURPOSE FUND 1,000
    NATIONAL MUSEUM OF WOMEN IN ARTS
    1250 NEW YORK AVE NW
    WASHINGTON,DC200053970
    NONE PUBLIC CHARI GENERAL PURPOSE FUND 1,000
    NATIONAL THEATRE
    1321 PENNSYLVANIA AVE NW
    WASHINGTON,DC20004
    NONE PUBLIC CHARI GENERAL PURPOSE FUND 10,000
    OSHER LIFELONG LEARNING INSTITUTE
    ONE FERRY BUILDING SUITE
    SAN FRANCISCO,CA94111
    NONE PUBLIC CHAR GENERAL PURPOSE FUND 150
    OUR LADY OF LOURDES
    CATHOLIC CHURCH
    BETHESDA,MD20814
    NONE PUBLIC CHAR GENERAL PURPOSE FUND 1,500
    OUR LADY OF LOURDES
    CATHOLIC CHURCH
    BETHESDA,MD20814
    NONE PUBLIC CHAR GENERAL PURPOSE FUND 10,000
    PENNFAULKNER FOUNDATION
    201 EAST CAPITOL ST SE
    WASHINGTON,DC20003
    NONE PUBLIC CHARI GENERAL PURPOSE FUND 3,000
    PRINCE OF WALES FOUNDATION
    888 17TH ST NW 201
    WASHINGTON,DC20006
    NONE PUBLIC CHAR GENERAL PURPOSE FUND 10,000
    ROBERT JAMES
    3337 5TH STREET SE
    WASHINGTON,DC20032
    NONE PUBLIC CHAR GENERAL PURPOSE FUND 2,000
    SASHA BRUCE YOUTHWORK
    741 8TH ST SE
    WASHINGTON,DC20003
    NONE PUBLIC CHARI GENERAL PURPOSE FUND 10,000
    SHARE OUR STRENGTH
    NO KID HUNGRY
    PO BOX 75475
    BALTIMORE,MD21275
    NONE PUBLIC CHAR GENERAL PURPOSE FUND 1,000
    SIBLEY MEMORIAL HOSPITAL FOUNDATION
    5255 LOUGHBORO ROAD NW
    WASHINGTON,DC20016
    NONE PUBLIC CHAR GENERAL PURPOSE FUND 1,000
    SIGNATURE THEATRE
    VILLAGE AT SHIRLINGTON
    4200 CAMPBELL AVE
    ARLINGTON,VA22206
    NONE PUBLIC CHARI GENERAL PURPOSE FUND 1,000
    SPANISH CATHOLIC CENTER
    924 G STREET NW
    WASHINGTON,DC20001
    NONE PUBLIC CHAR GENERAL PURPOSE FUND 2,500
    ST JOHN PAUL II SEMINARY
    145 TAYLOR ST NE
    WASHINGTON,DC20017
    NONE PUBLIC CHAR GENERAL PURPOSE FUND 7,000
    ST JOHN II SEMINARY
    145 TAYLOR ST NE
    WASHINGTON,DC20017
    NONE PUBLIC CHAR GENERAL PURPOSE FUND 3,000
    ST JUDE
    501 ST JUDE PLACE
    MEMPHIS,TN38105
    NONE PUBLIC CHAR GENERAL PURPOSE FUND 160
    ST JUDE
    501 ST JUDE PLACE
    MEMPHIS,TN38105
    NONE PUBLIC CHAR GENERAL PURPOSE FUND 320
    SUBURBAN HOSPITAL FOUNDATION
    8600 OLD GEORGETOWN ROAD
    BETHESDA,MD20814
    NONE PUBLIC CHAR GENERAL PURPOSE FUND 1,500
    THE CHILDREN'S INN AT NIH
    5910 GLOSTER ROAD
    BETHESDA,MD20816
    NONE PUBLIC CHAR GENERAL PURPOSE FUND 2,000
    THE KENNEDY CENTER
    C/O KATHERINE VAN WYK
    2700 F ST NW
    WASHINGTON,DC20566
    NONE PUBLIC CHARI GENERAL PURPOSE FUND 3,000
    THE KENNEDY CENTER
    C/O KATHERINE VAN WYK
    2700 F ST NW
    WASHINGTON,DC20566
    NONE PUBLIC CHAR GENERAL PURPOSE FUND 10,900
    THE KENNEDY CENTER
    C/O KATHERING VAN WYK
    2700 F ST NW
    WASHINGTON,DC20566
    NONE PUBLIC CHAR GENERAL PURPOSE FUND 6,900
    TRUSTEES OF AMHEREST COLLEGE
    FRIENDS OF THE MEAD ART MUSEUM
    AC 2228 AMHERST COLLEGH
    AMHERST,MA01002
    NONE PUBLIC CHAR GENERAL PURPOSE FUND 1,000
    UMBF
    C/O EMILY GREENE
    DIRECTOR OF DEV NEUROLOGY
    BALTIMORE,MD21201
    NONE PUBLIC CHAR GENERAL PURPOSE FUND 10,000
    USA FOR UNHCR
    1775 K STREET NE
    SUITE 580
    WASHINGTON,DC20006
    NONE PUBLIC CHAR GENERAL PURPOSE FUND 2,000
    USCCB
    CATHOLIC BISHOPS
    3211 FOURTH ST NE
    WASHINGTON,DC20017
    NONE PUBLIC CHAR GENERAL PURPOSE FUND 10,000
    VOLUNTEERS OF AMERICA
    1660 DUKE STREET
    ALEXANDRIA,VA22314
    NONE PUBLIC CHAR GENERAL PURPOSE FUND 300
    WASHINGTON ANIMAL RESCUE LEAGUE
    71 OGLETHORPE ST NW
    WASHINGTON,DC20011
    NONE PUBLIC CHAR GENERAL PURPOSE FUND 200
    WASHINGTON BALLET
    3515 WISCONSIN AVE NW
    WASHINGTON,DC20016
    NONE PUBLIC CHARI GENERAL PURPOSE FUND 1,200
    WASHINGTON COMMUNITY HOSPICE
    3720 UPTON ST NW
    WASHINGTON,DC20016
    NONE PUBLIC CHAR GENERAL PURPOSE FUND 2,500
    WASHINGTON PERFORMING ARTS
    2000 L ST NW
    WASHINGTON,DC200364907
    NONE PUBLIC CHARI GENERAL PURPOSE FUND 1,000
    WASHINGTON PERFORMING ARTS
    2000 L ST NW
    WASHINGTON,DC20036
    NONE PUBLIC CHAR GENERAL PURPOSE FUND 500
    WASHINGTON WINTER SHOW
    29 GRANT CIRCLE NW
    WASHINGTON,DC20011
    NONE PUBLIC CHAR GENERAL PURPOSE FUND 1,500
    WETA
    LEADERSHIP CIRCLE
    2775 S QUINCY ST
    ARLINGTON,VA22206
    NONE PUBLIC CHARI GENERAL PURPOSE FUND 1,500
    WHITE HOUSE HISTORICAL ASSOCIATION
    PO BOX 27624
    WASHINGTON,DC20038
    NONE PUBLIC CHAR GENERAL PURPOSE FUND 10,000
    WOODROW WILSON CENTER
    THE WOODROW WILSON INTNTL
    CTR FOR SCHOLARS
    WASHINGTON,DC20004
    NONE PUBLIC CHAR GENERAL PURPOSE FUND 3,000
    Total .................................bullet 3a 291,648
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........
            263
    4 Dividends and interest from securities....     14 20,859  
    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 ............
            171,322
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue:
    aTHE CARLYLE GROUP PTP
        16 3,775  
    bKKR & CO PTP     14 2,311  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   26,945 171,585
    13Total. Add line 12, columns (b), (d), and (e)..................
    13198,530
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

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

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    THE BUFFY & WILLIAM CAFRITZ FAMILY
     
    FOUNDATION INC
    EIN:
    20-5657328
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 5,110 5,110    

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2015 GainLossSaleOtherAssetsSch
    Name:
    THE BUFFY & WILLIAM CAFRITZ FAMILY
     
    FOUNDATION INC
    EIN:
    20-5657328
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    RAYONIER ADVANCED MATERIALS 2011-12 DONATION 2015-01   6,397 10,421     -4,024  
    APPLE COMPUTER INC 2011-12 DONATION 2015-04   38,012 3,120     34,892  
    APPLE COMPUTER INC 2011-12 DONATION 2015-12   23,520 4,679     18,841  
    DANAHER CORPORATION 2012-12 DONATION 2015-12   38,584 14,015     24,569  
    OCCIDENTAL PETROLEUM CORP 2014-06 PURCHASE 2015-12   37,743 48,224     -10,481  
    MAGUM HUNTER PFD 2014-03 PURCHASE 2015-12   570 3,363     -2,793  
    MONSANTO COMPANY 2010-03 PURCHASE 2015-04   23,838 7,631     16,207  
    CERNER CORPORATION 2009-11 DONATION 2015-12   97,387 15,483     81,904  
    MONSANTO COMPANY 2010-03 PURCHASE 2015-12   19,519 7,631     11,888  

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    THE BUFFY & WILLIAM CAFRITZ FAMILY
     
    FOUNDATION INC
    EIN:
    20-5657328
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AMERICAN INTERNATIONAL WARRANTS 38,170 35,640
    APPLE INC 79,210 115,786
    CAPITAL ONE WARRANTS 39,650 78,375
    CARLYLE GROUP 49,025 26,554
    CERNER CORPORATION    
    CHEVRON CORP 26,567 26,988
    COLGATE PALMOLIVE 52,427 66,620
    DANAHER CORPORATION 55,855 92,880
    KINDER MORGAN MGT LLC 60,382 23,872
    K K R & CO LP 40,020 31,180
    MONSANTO COMPANY    
    OCCIDENTAL PETROLEUM CORP COMMON 48,224 33,805
    PFIZER 36,577 64,560
    PRAXAIR, INC. 35,154 40,960
    RAYONIER ADVANCED MATERIALS    
    THERMO FISHER SCIENTIFIC 94,479 121,707
    WASHINGTON REIT 81,954 81,180
    XPO LOGISTICS INC 36,396 32,700
    ZIMMER HOLDINGS 74,692 82,072
    EQUITY COMMONWEALTH REIT 6.5% 7,187 12,432
    MAGNUM HUNTER RESOURCES    
    ISHARES US TECH SECTOR INDEX FD 24,203 42,812
    SPDR S&P ETF 39,370 41,920

    TY 2015 InvestmentsGovtObligationsSch
    Name:
    THE BUFFY & WILLIAM CAFRITZ FAMILY
     
    FOUNDATION INC
    EIN:
    20-5657328
    US Government Securities - End of Year Book Value:

     
    US Government Securities - End of Year Fair Market Value:

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


    4,912
    State & Local Government Securities - End of Year Fair Market Value:


    5,151


    TY 2015 OtherExpensesSchedule
    Name:
    THE BUFFY & WILLIAM CAFRITZ FAMILY
     
    FOUNDATION INC
    EIN:
    20-5657328
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    OFFICE SUPPLIES        


    TY 2015 OtherIncomeSchedule2
    Name:
    THE BUFFY & WILLIAM CAFRITZ FAMILY
     
    FOUNDATION INC
    EIN:
    20-5657328
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    THE CARLYLE GROUP PTP 3,775    
    KKR & CO PTP 2,311    


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    THE BUFFY & WILLIAM CAFRITZ FAMILY
     
    FOUNDATION INC
    EIN:
    20-5657328
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 6,826 6,826    


    TY 2015 TaxesSchedule
    Name:
    THE BUFFY & WILLIAM CAFRITZ FAMILY
     
    FOUNDATION INC
    EIN:
    20-5657328
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 125