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
MCCARTHEY FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)610 EAST SOUTH TEMPLE Room 200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SALT LAKE CITY, UT84102
A Employer identification number

20-8067695
B Telephone number (see instructions)

(801) 578-1240
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$41,636,616J 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 277,908 277,908  
4 Dividends and interest from securities... 1,025,557 1,025,557  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment -20,800
b Gross sales price for all assets on line 6a 5,463,278
7 Capital gain net income (from Part IV, line 2)... 0
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 5,231 5,231  
12 Total. Add lines 1 through 11........ 1,287,896 1,308,696  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 178,750 89,375   89,375
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 62,677 77   62,600
17 Interest............... 62     62
18 Taxes (attach schedule) (see instructions)... Click to see attachment 76,214 69,319   6,895
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 24,112     24,112
22 Printing and publications.......... 19,495     19,495
23 Other expenses (attach schedule)....... Click to see attachment 255,718 123,115   132,603
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 617,028 281,886   335,142
25 Contributions, gifts, grants paid....... 1,825,551 1,825,551
26 Total expenses and disbursements. Add lines 24 and 25 2,442,579 281,886   2,160,693
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,154,683
b Net investment income (if negative, enter -0-) 1,026,810
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.............      
2 Savings and temporary cash investments......... 2,647,513 279,310 987,653
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.......... 10,600    
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 36,528,813 Click to see attachment37,752,933 40,637,681
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment11,282 Click to see attachment11,282 Click to see attachment11,282
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 39,198,208 38,043,525 41,636,616
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........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 39,198,208 38,043,525
30 Total net assets or fund balances (see instructions)..... 39,198,208 38,043,525
31 Total liabilities and net assets/fund balances (see instructions). 39,198,208 38,043,525
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
39,198,208
2
Enter amount from Part I, line 27a .....................
2
-1,154,683
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
38,043,525
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
38,043,525
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 Causeway Intl Value Fund P 2014-11-20 2015-10-01
b Deutsche X Trackers MSCI EAF P 2015-04-07 2015-11-25
c Deutsche X Trackers MSCI EUR P 2015-10-01 2015-11-25
d Dodge Cox Intl Fund P 2014-11-20 2015-04-07
e Dodge Cox Intl Fund P 2014-11-20 2015-10-01
Neuberger Berman Equity FDS P 2014-11-20 2015-10-01
Vanguard FTSE Euro Fund P 2014-11-20 2015-10-01
PIMCO Commodity Fund P 2013-01-29 2015-11-25
Dodge Cox Intl Fund P 2014-01-01 2015-04-07
JPM High Yield Fund P 2010-08-26 2015-10-01
SPDR Gold Trust P 2014-01-01 2015-12-31
SPDR Gold Shares P 2014-01-01 2015-08-19
Paradigm Master Fund P 2015-01-01 2015-12-31
Providence Debt III, LP P 2015-01-01 2015-12-31
Paradigm Master Fund P 2008-09-30 2015-12-31
Providence Debt III, LP P 2013-12-31 2015-12-31
GLG European Long/Short Fund P 2012-11-30 2015-05-31
Global Access Macro Strategies P 2010-06-30 2015-11-30
Global Access Hedge Fund P 2010-09-30 2015-11-30
Global Access Portfolio P 2008-01-29 2015-06-30
Bluemountain Long/Short Fund P 2013-05-31 2015-12-31
(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 595,949   666,111 -70,162
b 348,249   378,256 -30,007
c 1,444,671   1,329,848 114,823
d 16,781   16,499 282
e 216,830   260,055 -43,225
353,603   364,606 -11,003
318,505   355,401 -36,896
99,115   189,663 -90,548
696,647   762,566 -65,919
720,624   803,068 -82,444
719     719
242,870   350,818 -107,948
    1,912 -1,912
    5 -5
1,838     1,838
9     9
    5,270 -5,270
19,724     19,724
108,841     108,841
262,390     262,390
15,913     15,913
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       -70,162
b       -30,007
c       114,823
d       282
e       -43,225
      -11,003
      -36,896
      -90,548
      -65,919
      -82,444
      719
      -107,948
      -1,912
      -5
      1,838
      9
      -5,270
      19,724
      108,841
      262,390
      15,913
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 -20,800
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 -78,105
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 2,645,452 43,296,796 000.061100
2013 2,703,667 42,170,407 000.064113
2012 2,395,873 41,106,637 000.058284
2011 2,217,020 42,696,648 000.051925
2010 3,436,193 42,841,036 000.080208
2
Total of line 1, column (d) .....................
2000.315630
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
000.063126
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
42,247,349
5
Multiply line 4 by line 3......................
5
2,666,906
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
10,268
7
Add lines 5 and 6........................
7
2,677,174
8
Enter qualifying distributions from Part XII, line 4.............
8
2,160,693
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 20,536
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 20,536
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 20,536
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a  
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 60,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Tax Paid with the Original Return: 60000 7 60,000
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 488
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 38,976
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet38,976 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)
    bulletAK
    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 .Click to see attachment
    8b
     
    No
    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 ofbulletTodd F Brashear CPA Telephone no.bullet (801) 578-1246

    Located atbullet610 E South Temple Suite 200Salt Lake CityUT ZIP+4bullet84102
    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
    Sarah J McCarthey Director
    002.00     		0    
    610 E South Temple Suite 200
    Salt Lake City,UT84102
    Thomas K McCarthey Jr Director
    002.00     		0    
    610 E South Temple Suite 200
    Salt Lake City,UT84102
    Philip G McCarthey Director
    002.00     		0    
    610 E South Temple Suite 200
    Salt Lake City,UT84102
    Maureen P McCarthey Director
    002.00     		0    
    610 E South Temple Suite 200
    Salt Lake City,UT84102
    Todd F Brashear Executive Director
    010.00     		121,000    
    610 E South Temple Suite 200
    Salt Lake City,UT84102
    John P O'Brien Secretary Treasurer
    002.00     		57,750    
    610 E South Temple Suite 200
    Salt Lake City,UT84102
    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
     
    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
     
    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 NONE 0
    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
    41,448,026
    b
    Average of monthly cash balances.......................
    1b
    1,442,684
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    42,890,710
    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
    42,890,710
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) Click to see attachment.............................
    4
    643,361
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    42,247,349
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,112,367
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    2,112,367
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    20,536
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    20,536
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,091,831
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    2,091,831
    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
    2,091,831
    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 Click to see attachment..........
    1a
    2,160,693
    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
    2,160,693
    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
    2,160,693
    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 2,091,831
    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...... 1,310,033
    b From 2011...... 108,211
    c From 2012...... 368,202
    d From 2013...... 614,359
    e From 2014...... 580,176
    fTotal of lines 3a through e........ 2,980,981
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 2,160,693
    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..... 2,091,831
    e Remaining amount distributed out of corpus 68,862
    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 3,049,843
    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) ...     		1,310,033
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		1,739,810
    10 Analysis of line 9:
    a Excess from 2011.... 108,211
    b Excess from 2012.... 368,202
    c Excess from 2013.... 614,359
    d Excess from 2014.... 580,176
    e Excess from 2015.... 68,862
    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).)
    NONE
    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.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Todd F Brashear Executive Director
    610 East South Temple Ste 200
    Salt Lake City,UT84102
    (801) 578-1246
    bThe form in which applications should be submitted and information and materials they should include:
    Grant request letter, supporting documentation, IRS tax-exempt determination letter.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    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
    Ability Found
    2324 South Constitution Blvd
    West Valley City,UT84119     		  PC Equipment Placement Program 10,000
    American Cancer Society
    375 East 100 South 1st Flr
    Salt Lake City,UT84111     		  PC Cancer Research 13,000
    Big Brothers Big Sisters of Utah
    2121 South State St 201
    Salt Lake City,UT84115     		  PC Program Funding 5,000
    Boys & Girls Clubs of Greater Salt Lake
    PO Box 57071
    Murray,UT84157     		  PC New Sports Equipment 5,000
    Building Youth Around the World
    2785 West 9000 South 10
    West Jordan,UT84088     		  PC Humanitarian Aid Project 5,250
    Canines with a Cause
    3970 South 2700 East
    Salt Lake City,UT84124     		  PC Program Funding 10,000
    Carmel of the Immaculate Heart of Mary
    5714 South Holladay Blvd
    Holladay,UT84121     		  PC Program Funding 50,000
    Cathedral of the Madeleine
    331 E South Temple
    Salt Lake City,UT84111     		  PC Building Maintenance Edowment 10,000
    Catholic Community Services
    745 East 300 South
    Salt Lake City,UT84102     		  PC Refugee Resettlement Basic Needs Services 125,000
    Columbus Community Center
    3495 South West Temple
    Salt Lake City,UT84115     		  PC Capital Campaign-Multifamily Affordable Housing Project 50,000
    Dual Immersion Academy
    1155 South Glendale Dr
    Salt Lake City,UT84104     		  PC Dual Language Education Program 5,000
    Eye Care 4 Kids Utah
    6911 South State St
    Midvale,UT84107     		  PC Program Funding 10,000
    Girl Scouts of Utah
    445 East 4500 South 125
    Salt Lake City,UT84107     		  PC New Leadership Initiative Program Funding 25,000
    Gonzaga University
    502 East Boone Ave
    Spokane,WA99258     		  PC Endowment-International Studies Program 250,000
    Guadalupe School
    1385 North 1200 West
    Salt Lake City,UT84116     		  PC Tuition Assistance 2,500
    Herreshoff Marine Museum
    PO Box 450
    Bristol,RI02809     		  PC Seamanship Education Program 10,000
    Holy Cross Ministries
    860 East 4500 South 204
    Salt Lake City,UT84107     		  PC Mental Heatth Initiative Program Funding 20,000
    Huntsman Cancer Foundation
    500 Huntsman Way
    Salt Lake City,UT84108     		  PC Cancer Research 10,000
    Jewish Family Services
    1111 East Brickyard Road 218
    Salt Lake City,UT84106     		  PC Program Funding 5,000
    Judge Memorial Catholic High School
    650 South 1100 East
    Salt Lake City,UT84102     		  PC Tuition Assistance 15,000
    Kairos Academy
    1325 West 2200 South Ste A
    West Valley City,UT84119     		  PC Operations Facility Maintenance Programs 30,000
    Kearns St Ann's Catholic School
    430 East 2100 South
    Salt Lake City,UT84115     		  PC Tuition Assistance 118,000
    Midvale Arts Council Inc
    116 Alta View Drive
    Midvale,UT84047     		  PC Program Funding 10,000
    National Multiple Sclerosis Society
    1440 Foothill Dr 200
    Salt Lake City,UT84108     		  PC Medical Research 118,254
    Our Lady of Lourdes Catholic School
    1065 East 700 South
    Salt Lake City,UT84102     		  PC Tuition Assistance 3,000
    People Helping People Inc
    205 North 400 West
    Salt Lake City,UT84103     		  PC Native American Employment Program 5,000
    Playworks Education Energized
    445 East 4500 South Ste 200
    Salt Lake City,UT84107     		  PC Youth Development Program 10,000
    Race Swami
    2751 South 2700 East
    Salt Lake City,UT84109     		  PC Program Funding 20,000
    Rape Recovery Center
    2035 South 1300 East
    Salt Lake City,UT84105     		  PC Program Funding 5,000
    Red Butte Gardens
    285 South Connor Street
    Salt Lake City,UT84113     		  PC Program Funding 12,714
    Ronald McDonald House Charities
    935 East South Temple
    Salt Lake City,UT84102     		  PC Program Funding 3,000
    Saint Joseph Catholic High School
    1790 Lake Street
    Ogden,UT84401     		  PC Tuition Assistance 50,000
    Saint Vincent de Paul School
    1385 East Spring Lane
    Salt Lake City,UT84117     		  PC Tuition Assistance 3,000
    Salt Lake Acting Company
    168 West 500 North
    Salt Lake City,UT84103     		  PC Theatre Programs 5,000
    Senior Charity Care Foundation
    PO Box 744
    Kaysville,UT84037     		  PC Program Funding 5,000
    Splore
    774 East 3300 South Ste 105
    Salt Lake City,UT84106     		  PC Program Funding 6,000
    St Francis Xavier Catholic School
    4501 West 5215 South
    Kearns,UT84118     		  PC Tuition Assistance 5,000
    Summit Land Conservancy
    PO Box 1775
    Park City,UT84060     		  PC Land Wetlands Conservation Program 5,000
    The Alzheimer's Association
    855 East 4800 South Ste 100
    Salt Lake City,UT84107     		  PC Program Funding 1,500
    The Madeleine Choir School
    205 First Avenue
    Salt Lake City,UT84103     		  PC Tuition Assistance 75,000
    The Mundi Project
    PO Box 520696
    Salt Lake City,UT84152     		  PC Program Funding 5,000
    The Sharing Place
    1695 East 3300 South
    Salt Lake City,UT84106     		  PC Teen Grief Support Program 5,000
    Therapy Animals of Utah
    2459 West 300 North
    Provo,UT84601     		  PC Program Funding 2,500
    Tracy Aviary
    589 East 1300 South
    Salt Lake City,UT84105     		  PC Capital Campaign-Permanent Rainforest Exhibit 100,000
    UAID
    PO Box 25340
    Salt Lake City,UT84125     		  PC Program Funding 2,500
    University of Utah Men's Lacrosse Program
    1375 East Presidents Circle 204
    Salt Lake City,UT84105     		  PC Program Funding 3,000
    University of Utah School of Music
    1375 East Presidents Circle 204
    Salt Lake City,UT84105     		  PC Music Outreach Program 50,000
    Utah Food Bank
    3150 South 900 West
    Salt Lake City,UT84119     		  PC Pantry Replenishment Program 5,000
    Utah Health & Human Rights Project
    225 South 200 East Ste 250
    Salt Lake City,UT84111     		  PC Program Funding 25,000
    Utah Pride Center
    PO Box 1078
    Salt Lake City,UT84110     		  PC Capital Campaign 33,333
    Utah Society for Environmental Education
    466 East 500 South Ste 100
    Salt Lake City,UT84111     		  PC Environmental Awareness Education Program 10,000
    Utah SymphonyUtah Opera
    123 West South Temple
    Salt Lake City,UT84101     		  PC Program Funding 7,000
    Volunteers of America Utah
    435 West Bearcat Dr
    Salt Lake City,UT84115     		  PC Homeless Youth Resource Center 265,000
    Wasatch Community Gardens
    824 South 400 West Ste 127
    Salt Lake City,UT84101     		  PC Program Funding 15,000
    Weber State University
    4018 University Circle
    Ogden,UT84408     		  PC Athletics Excellence Program 60,000
    Westminster College
    1840 South 1300 East
    Salt Lake City,UT84105     		  PC Scholarships Athletic Program Funding 103,000
    YWCA
    322 East 300 South
    Salt Lake City,UT84111     		  PC Program Funding 3,000
    Midvale Community Building Community Inc
    7505 Holden Street
    Midvale,UT84047     		  PC Program Funding 5,000
    Total .................................bullet 3a 1,825,551
    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 ...........     		    14 277,908  
    4 Dividends and interest from securities....     14 1,025,557  
    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.....     24 5,231  
    8
    Gain or (loss) from sales of assets other than inventory ............     		    18 -20,800  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   1,287,896  
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,287,896
    (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: 15000290
    Software Version: 15.3.0.0
    Part VI Line 7 - Tax Paid with the Original Return: 60,000


    Form 990PF - Special Condition Description:
    Special Condition Description

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    Statement:
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    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    Causeway Intl Value Fund 2014-11 P 2015-10   595,949 666,111     -70,162  
    Deutsche X Trackers MSCI EAF 2015-04 P 2015-11   348,249 378,256     -30,007  
    Deutsche X Trackers MSCI EUR 2015-10 P 2015-11   1,444,671 1,329,848     114,823  
    Dodge Cox Intl Fund 2014-11 P 2015-04   16,781 16,499     282  
    Dodge Cox Intl Fund 2014-11 P 2015-10   216,830 260,055     -43,225  
    Neuberger Berman Equity FDS 2014-11 P 2015-10   353,603 364,606     -11,003  
    Vanguard FTSE Euro Fund 2014-11 P 2015-10   318,505 355,401     -36,896  
    PIMCO Commodity Fund 2013-01 P 2015-11   99,115 189,663     -90,548  
    Dodge Cox Intl Fund 2014-01 P 2015-04   696,647 762,566     -65,919  
    JPM High Yield Fund 2010-08 P 2015-10   720,624 803,068     -82,444  
    SPDR Gold Trust 2014-01 P 2015-12   719       719  
    SPDR Gold Shares 2014-01 P 2015-08   242,870 350,818     -107,948  
    Paradigm Master Fund 2015-01 P 2015-12     1,912     -1,912  
    Providence Debt III, LP 2015-01 P 2015-12     5     -5  
    Paradigm Master Fund 2008-09 P 2015-12   1,838       1,838  
    Providence Debt III, LP 2013-12 P 2015-12   9       9  
    GLG European Long/Short Fund 2012-11 P 2015-05     5,270     -5,270  
    Global Access Macro Strategies 2010-06 P 2015-11   19,724       19,724  
    Global Access Hedge Fund 2010-09 P 2015-11   108,841       108,841  
    Global Access Portfolio 2008-01 P 2015-06   262,390       262,390  
    Bluemountain Long/Short Fund 2013-05 P 2015-12   15,913       15,913  

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    Identifier Return Reference Explanation

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    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
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    Accrued Interest Dividends AT COST 27,466 27,466
    JPMorgan Managed Equity Portfolio AT COST 35,872,245 38,381,587
    Paradigm Hedge Funds AT COST 401,731 488,338
    Next IT Corporation AT COST 500,000 500,000
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    20-8067695
    Software ID:
    15000290
    Software Version:
    15.3.0.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Portfolio Deductions 11,068 11,068    
    Rent/Lease Expense 28,361     28,361
    Licenses Fees 164     164
    Meals Entertainment 4,107     4,107
    Section 1256 Net Loss 725 725    
    Investment Interest Expense 1,323 1,323    
    Commissions Investment Fees 109,997 109,997    
    Insurance 4,596     4,596
    Catering Expense 24,402     24,402
    Contract Labor 2,500     2,500
    Lecture Series Expense 67,586     67,586
    Security 620     620
    Supplies 267     267
    Other Expenses 2 2    


    TY 2015 OtherIncomeSchedule2
    Name:
    MCCARTHEY FAMILY FOUNDATION
    EIN:
    20-8067695
    Software ID:
    15000290
    Software Version:
    15.3.0.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    From Investment Schedules K-1 -3,089 -3,089  
    Recapture Charitable Contribution 7,500 7,500  
    Foreign Tax Refunds 44 44  
    Settlement Proceeds 776 776  


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    MCCARTHEY FAMILY FOUNDATION
    EIN:
    20-8067695
    Software ID:
    15000290
    Software Version:
    15.3.0.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Mary Kay Lazarus Public Relations, Inc. 24,594     24,594
    Rosenberger Productions, Inc. 1,800     1,800
    The Harry Walker Agency, Inc. 36,129     36,129
    Payroll Perfect Inc. 154 77   77


    TY 2015 TaxesSchedule
    Name:
    MCCARTHEY FAMILY FOUNDATION
    EIN:
    20-8067695
    Software ID:
    15000290
    Software Version:
    15.3.0.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Excise Tax on investment income 49,782 49,782    
    Payroll taxes 13,791 6,896   6,895
    Foreign dividend taxes 12,641 12,641