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
MYERS L & MARILYN R GIRSH
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)5500 COLLINS AVENUE RM/STE 1402
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MIAMI BEACH, FL33140
A Employer identification number

45-5303068
B Telephone number (see instructions)

(305) 868-0202
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$4,536,976
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 26,475 26,475 26,475
4 Dividends and interest from securities... 75,740 75,740 75,740
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 17,048
b Gross sales price for all assets on line 6a 1,164,824
7 Capital gain net income (from Part IV, line 2)... 30,008
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)....... 4,075 4,075 4,075
12 Total. Add lines 1 through 11........ 123,338 136,298 106,290
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)......... 4,389     4,389
b Accounting fees (attach schedule)....... 900     900
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 2,598 2,598 2,598  
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 29,891 29,891 29,891  
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 37,778 32,489 32,489 5,289
25 Contributions, gifts, grants paid....... 251,081 251,081
26 Total expenses and disbursements. Add lines 24 and 25 288,859 32,489 32,489 256,370
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -165,521
b Net investment income (if negative, enter -0-) 103,809
c Adjusted net income (if negative, enter -0-)... 73,801
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............. 82,444 212,769 212,769
2 Savings and temporary cash investments.........      
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)      
b Investments—corporate stock (attach schedule)....... 517,566 Click to see attachment1,844,669 1,844,669
c Investments—corporate bonds (attach schedule)....... 2,550,960 Click to see attachment2,278,745 2,278,745
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,705,059 Click to see attachment186,839 186,839
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment12,982 Click to see attachment13,954 Click to see attachment13,954
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,869,011 4,536,976 4,536,976
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) Click to see attachment249  
23 Total liabilities (add lines 17 through 22)......... 249 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 4,868,762 4,536,976
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)..... 4,868,762 4,536,976
31 Total liabilities and net assets/fund balances (see instructions). 4,869,011 4,536,976
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
4,868,762
2
Enter amount from Part I, line 27a .....................
2
-165,521
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
4,703,241
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
166,265
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
4,536,976
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 30,008
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 900 4,928,575 0.000183
2013 309,245 4,960,036 0.062347
2012 140,262 4,954,444 0.028310
2011      
2010      
2
Total of line 1, column (d) .....................
20.090840
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years . . .
3
0.030280
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
4,718,377
5
Multiply line 4 by line 3......................
5
142,872
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,038
7
Add lines 5 and 6........................
7
143,910
8
Enter qualifying distributions from Part XII, line 4.............
8
256,370
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 1,038
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 1,038
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 1,038
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 1,440
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 1,440
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 10 402
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet402 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
 
 
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)
    bullet
    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
    Yes
     
    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 ofbulletCHARLES P SACHER Telephone no.bullet (305) 448-3900

    Located atbullet2655 LEJEUNE ROAD SUITE 1101CORAL GABLESFL ZIP+4bullet33134
    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
    MARILYN R GIRSH DIRECTOR
    0.00
    0 0 0
    5500 COLLINS AVENUE 1402
    MIAMI BEACH,FL33140
    MICHAEL J WALKER DIRECTOR
    0.00
    0 0 0
    15 HULSE STREET
    BELLPORT,NY11713
    CHARLES P SACHER DIRECTOR
    0.00
    0 0 0
    2655 LEJEUNE ROAD SUITE 1101
    CORAL GABLES,FL33134
    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 TO SUPPORT NOT FOR PROFIT HOSPITALS AND THE CHARITABLE PURPOSES AND ACTIVITIES NECESSARY OR INCIDENTAL THERETO. 131,000
    2 A)TO PROVIDE FOR SCHOLARSHIPS, LOANS, GRANTS, AND OTHER FINANCIAL AID FOR COLLEGE AND POST-GRADUATE STUDIES FOR SUCH CANDIDATES AS MAY BE APPROVED PURSUANT TO QUALIFICATION REQUIREMENTS ESTABLISHED BY THE BOARD OF DIRECTORS AND APPROVED BY THE INTERNAL REVENUE SERVICE, IN ACCORDANCE WITH APPLICABLE LIMITATIONS OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED FROM TIME TO TIME. B) TO MAKE CONTRIBUTIONS TO ANY ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, WITH THE EXCEPTION OF AN ORGANIZATION TESTING FOR PUBLIC SAFETY. 107,591
    3 TO SUPPORT MEDICAL RESEARCH CARRIED ON BY NOT FOR PROFIT ORGANIZATIONS AND FOUNDATIONS BY PROVIDING SPECIFIC GRANTS OR CONTRIBUTIONS FOR GENERAL OPERATING EXPENSES. 9,470
    4 TO SUPPORT RELIGIOUS ORGANIZATIONS AND THE CHARITABLE PURPOSES AND ACTIVITIES CONDUCTED BY RELIGIOUS ORGANIZATIONS. 3,020
    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
    4,663,546
    b
    Average of monthly cash balances.......................
    1b
    112,730
    c
    Fair market value of all other assets (see instructions)................
    1c
    13,954
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,790,230
    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
    4,790,230
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    71,853
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,718,377
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    235,919
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
     
    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
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    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
     
    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
    256,370
    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
    256,370
    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
    1,038
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    255,332
    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 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......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 256,370
    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.....  
    e Remaining amount distributed out of corpus 256,370
    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 5 256,370
    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 ..........
     
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......
     
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015....  
    Form 990-PF (2015)
    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
    73,801 104,706 86,232 54,147 318,886
    b 85% of line 2a ......... 62,731 89,000 73,297 46,025 271,053
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
    256,370 900 310,398 140,262 707,930
    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 ....
    256,370 900 310,398 140,262 707,930
    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...
    157,279 164,286 165,335 97,465 584,365
    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 e-mail address of the person to whom applications should be addressed:
    CHARLES P SACHER
    2655 LEJEUNE ROAD SUITE 1101
    CORAL GABLES,FL33134
    (305) 448-3900
    CPS@SACHMARLAW.COM
    bThe form in which applications should be submitted and information and materials they should include:
    IN A MANNER TO PROVIDE THE MOST COMPLETE INFORMATION ABOUT THE PROJECT.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    501(C)(3) ORGANIZATIONS
    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
    AARP FOUNDATION
    601 E STREET NW
    WASHINGTON,DC20049
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 150
    ALS ASSOCIATION
    1275 K STREET NW STE250
    WASHINGTON,DC20005
        SUPPORT MEDICAL RESEARCH BY NPO 100
    AMERICAN CANCER SOCIETY
    PO BOX 22718
    OKLAHOMA CITY,OK73123
        SUPPORT MEDICAL RESEARCH BY NPO 200
    AMERICAN FRIENDS OF MAGEN DAVID ADO
    352 SEVENTH AVENUE
    SUITE 400
    NEW YORK,NY10001
        SUPPORT FOR NOT FOR PROFIT HOSPITAL 1,000
    AMERICAN HUMANE ASSOCIATION
    1400 16TH STREET NW 360
    WASHINGTON,DC20036
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 100
    AMERICAN HUMANE ASSOCIATION
    1400 16TH STREET NW 360
    WASHINGTON,DC20036
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 250
    AMERICAN KIDNEY FUND
    6110 EXECUTIVE BOULEVARD
    SUITE 1010
    ROCKVILLE,MD20852
        SUPPORT MEDICAL RESEARCH BY NPO 50
    AMFAR THE FOUNDATION FOR AIDS RESE
    120 WALL STREET 13TH FLR
    NEW YORK,NY10005
        SUPPORT MEDICAL RESEARCH BY NPO 70
    AMNESTY LEADERSHIP GROUP
    5 PENN PLAZA
    NEW YORK,NY10001
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 500
    ARTHRITIS FOUNDATION
    1330 WEST PEACHTREE STREE
    ATLANTA,GA30309
        SUPPORT MEDICAL RESEARCH BY NPO 50
    ARTHRITIS FOUNDATION
    1330 WEST PEACHTREE STREE
    ATLANTA,GA30309
        SUPPORT MEDICAL RESEARCH BY NPO 50
    ASPCA
    424 EAST 92ND STREET
    NEW YORK,NY10128
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 500
    BBB WISE GIVING ALLIANCE
    3033 WILSON BOULEVARD
    SUITE 600
    ARLINGTON,VA22201
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 70
    BLINDED VETERANS ASSOCIATION
    477 H STREET NW
    WASHINGTON,DC20001
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 100
    BOYS TOWN
    200 FLANAGAN BOULEVARD
    PO BOX 8000
    BOYS TOWN,NE68010
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 50
    BOYS TOWN
    200 FLANAGAN BOULEVARD
    PO BOX 8000
    BOYS TOWN,NE68010
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 45
    CHILDRENS RESOURCE FUND INC
    8571 SW 112TH STREET
    MIAMI,FL33156
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 100,000
    CITIZENS INTERESTED IN ARTS INC
    1745 E HALLANDALE BEACH
    HALLANDALE,FL33009
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 150
    COVENANT HOUSE
    461 EIGHTH AVENUE
    NEW YORK,NY10001
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 250
    COVENANT HOUSE
    733 BREAKERS AVENUE
    FORT LAUDERDALE,FL33304
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 50
    CYSTIC FIBROSIS FOUNDATION
    6931 ARLINGTON ROAD 200
    BETHESDA,MD20814
        SUPPORT MEDICAL RESEARCH BY NPO 1,000
    DIABETES RESEARCH INSTITUTE FOUNDAT
    200 S PARK ROAD STE 100
    HOLLYWOOD,FL33021
        SUPPORT MEDICAL RESEARCH BY NPO 5,000
    ENVIRONMENTAL DEFENSE FUND
    1875 CONNECTICUT AVE NW
    WASHINGTON,DC20009
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 25
    FEED THE CHILDREN
    PO BOX 36
    OKLAHOMA CITY,OK73101
        SUPPORT RELIGIOUS ORG CHARITABLE PUR 100
    FOOD FOR THE POOR INC
    6401 LYONS ROAD
    COCONUT CREEK,FL33073
        SUPPORT RELIGIOUS ORG CHARITABLE PUR 200
    FRIENDS OF WLRN
    PO BOX 19731
    MIAMI,FL331012500
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 145
    GREATER MIAMI JEWISH FEDERATION
    4200 BISCAYNE BOULEVARD
    MIAMI,FL33137
        SUPPORT RELIGIOUS ORG CHARITABLE PUR 620
    HABITAT FOR HUMANITY
    1800 NORTH BAYSHORE DRIVE
    3501
    MIAMI,FL33132
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 1,500
    INTERNATIONAL EYE FOUNDATION
    10801 CONNECTICUT AVENUE
    KENSINGTON,MD20895
        SUPPORT MEDICAL RESEARCH BY NPO 1,000
    JDRF
    26 BROADWAY 14TH FLOOR
    NEW YORK,NY10004
        SUPPORT MEDICAL RESEARCH BY NPO 250
    JEWISH MUSEUM OF FLORIDA
    301 WASHINGTON AVENUE
    MIAMI BEACH,FL33139
        SUPPORT RELIGIOUS ORG CHARITABLE PUR 1,000
    JEWISH NATIONAL FUND
    78 RANDALL AVENUE
    ROCKVILLE CENTRE,NY11570
        SUPPORT RELIGIOUS ORG CHARITABLE PUR 100
    LEUKEMIA & LYMPHOMA SOCIETY
    1311 MAMARONECK AVENUE
    WHITE PLAINS,NY10605
        SUPPORT MEDICAL RESEARCH BY NPO 250
    MARCH OF DIMES
    1275 MAMARONECK AVENUE
    WHITE PLAINS,NY10605
        SUPPORT MEDICAL RESEARCH BY NPO 50
    MERCY CORPS
    PO BOX 2669 DEPT W
    PORTLAND,OR97208
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 100
    MIAMI JEWISH HEALTH SYSTEMS FOUNDAT
    5200 NE 2ND AVENUE
    MIAMI,FL33137
        SUPPORT FOR NOT FOR PROFIT HOSPITALS 80,000
    MIAMI PROJECT TO CURE PARALYSIS
    PO BOX 016960
    MIAMI,FL33101
        SUPPORT MEDICAL RESEARCH BY NPO 50
    MIAMI RESCUE MISSION
    2159 NW 1ST COURT
    MIAMI,FL33127
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 158
    MOTHERS AGAINST DRUNK DRIVING
    511 E JOHN CARPENTER FRE
    IRVING,TX75062
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 50
    MOUNT SINAI MEDICAL CENTER
    4300 ALTON ROAD
    MIAMI BEACH,FL33140
        SUPPORT FOR NOT FOR PROFIT HOSPITALS 50,000
    NATIONAL AUDUBON SOCIETY
    225 VARICK STREET 7TH FL
    NEW YORK,NY10014
        CONTRIBUTION TO 501(C)(3) ORGANIZAT 25
    NATIONAL COUNCIL OF JEWISH WOMEN
    4144 CHASE AVENUE
    MIAMI BEACH,FL33140
        SUPPORT RELIGIOUS ORG CHARITABLE PUR 1,000
    NATIONAL FEDERATION OF THE BLIND
    1800 JOHNSON STREET
    BALTIMORE,MD21230
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 55
    NATIONAL MULTIPLE SCLEROSIS SOCIETY
    PO BOX 4527
    NEW YORK,NY10163
        SUPPORT MEDICAL RESEARCH BY NPO 100
    NATIONAL PARKINSON FOUNDATION
    200 SE 1ST STREET
    SUITE 800
    MIAMI,FL33131
        SUPPORT MEDICAL RESEARCH BY NPO 500
    NATIONAL TRUST FOR HISTORIC PRESERV
    2600 VIRGINIA AVENUE NW
    SUITE 1100
    WASHINGTON,DC20037
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 24
    NATIONAL WHEELCHAIR BASKETBALL ASSO
    1130 ELKTON STREET STE C
    COLORADO SPRINGS,CO80907
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 100
    OXFAM AMERICA
    226 CAUSEWAY STREET 5TH
    BOSTON,MA02114
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 100
    PREMIER CIRCLE SMILE TRAIN
    41 MADISON AVENUE 28TH FL
    NEW YORK,NY10010
        CONTRIBUTION TO 501(C)(3) ORGANIZAT 1,000
    PROJECT HOPE
    255 CARTER HALL LANE
    PO BOX 250
    MILLWOOD,VA22646
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 90
    SALVATION ARMY
    615 SLATERS LANE
    ALEXANDRIA,VA22313
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 50
    SMILE TRAIN
    41 MADISON AVENUE 28TH FL
    NEW YORK,NY10010
        CONTRIBUTION TO 501(C)(3) ORGANIZAT 1,000
    SPECIAL OLYMPICS FLORIDA
    1915 DON WICKHAM DRIVE
    CLERMONT,FL34711
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 59
    ST LABRE INDIAN SCHOOL
    1000 TONGUE RIVER ROAD
    ASHLAND,MT59003
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 25
    STATE OF FLORIDA POLICE ATHLETIC
    LEAGUES
    PO BOX 350399
    JACKSONVILLE,FL32235
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 50
    STUTTERING ASSOCIATION FOR THE YOUN
    330 WEST 42ND STREET 12FL
    NEW YORK,NY10036
        SUPPORT MEDICAL RESEARCH BY NPO 500
    SUSAN G KOMEN FOR THE CURE
    PO BOX 650309
    DALLAS,TX75265
        SUPPORT MEDICAL RESEARCH BY NPO 250
    UNCF - UNITED NEGRO COLLEGE FUND
    1805 7TH STREET NW
    WASHINGTON,DC20001
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 50
    UNION OF CONCERNED SCIENTISTS
    2 BRATTLE SQUARE
    CAMBRIDGE,MA02138
        CONTRIBUTION TO 501(C)(3) ORGANIZAT 100
    USO
    PO BOX 96860
    WASHINGTON,DC20077
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 70
    WOUNDED WARRIOR PROJECT
    4899 BELFORT ROADSTE 300
    JACKSONVILLE,FL32256
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 350
    WPBT2
    PO BOX 610002
    MIAMI,FL332610002
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 250
    Total .................................bullet 3a 251,081
    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 ...........
            26,475
    4 Dividends and interest from securities....         75,740
    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.....         4,075
    8
    Gain or (loss) from sales of assets other than inventory ............
            17,048
    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)..     123,338
    13Total. Add line 12, columns (b), (d), and (e)..................
    13123,338
    (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.)
    3 USED TO PROVIDE GRANTS , CONTRIBUTIONS, SCHOLARSHIPS, ETC. TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE
    4 USED TO PROVIDE GRANTS , CONTRIBUTIONS, SCHOLARSHIPS, ETC. TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE
    7 USED TO PROVIDE GRANTS , CONTRIBUTIONS, SCHOLARSHIPS, ETC. TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE
    8 USED TO PROVIDE GRANTS , CONTRIBUTIONS, SCHOLARSHIPS, ETC. TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE
    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:
    MYERS L & MARILYN R GIRSH
     
    FOUNDATION INC
    EIN:
    45-5303068
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE 900     900

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

    TY 2015 GainLossSaleOtherAssetsSch
    Name:
    MYERS L & MARILYN R GIRSH
     
    FOUNDATION INC
    EIN:
    45-5303068
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    BAXTER INTL INC 2014-02 PURCHASE 2015-02   5,184 5,410     -226  
    HERSHEY FOODS CORP 2014-11 PURCHASE 2015-04   3,176 3,277     -101  
    HERSHEY FOODS CORP 2014-09 PURCHASE 2015-04   560 552     8  
    HERSHEY FOODS CORP 2014-09 PURCHASE 2015-04   4,486 4,420     66  
    HERSHEY FOODS CORP 2014-09 PURCHASE 2015-04   1,291 1,289     2  
    MFB NORTHN FDS ULTRA SHORT FXD INC F 2015-03 PURCHASE 2015-05   25,287 25,287        
    MFB NORTHN FDS ULTRA SHORT FXD INC F 2015-05 PURCHASE 2015-05   17 17        
    MFB NORTHN FDS ULTRA SHORT FXD INC F 2014-12 PURCHASE 2015-05   16 16        
    MFB NORTHN FDS ULTRA SHORT FXD INC F 2014-12 PURCHASE 2015-05   42 42        
    J P MORGAN CHASE & CO 2014-11 PURCHASE 2015-06   139 122     17  
    PNC BANK CORP 2014-12 PURCHASE 2015-06   98 88     10  
    PFIZER INC 2015-02 PURCHASE 2015-06   102 103     -1  
    ABBOTT LABORATORIES 2014-12 PURCHASE 2015-08   1,777 1,760     17  
    ABBOTT LABORATORIES 2014-12 PURCHASE 2015-10   699 704     -5  
    KINDER MORGAN INC 2015-04 PURCHASE 2015-11   3,247 5,412     -2,165  
    KINDER MORGAN INC 2014-12 PURCHASE 2015-11   599 998     -399  
    KINDER MORGAN INC 2015-01 PURCHASE 2015-11   1,084 1,962     -878  
    KINDER MORGAN INC 2015-04 PURCHASE 2015-11   530 973     -443  
    SMUCKER JM CO 2015-04 PURCHASE 2015-11   3,146 3,299     -153  
    KINDER MORGAN INC 2014-12 PURCHASE 2015-11   1,501 2,458     -957  
    MARSH & MCLENNAN COS INC 2015-01 PURCHASE 2015-12   2,776 2,788     -12  
    GENUINE PARTS CO 2012-08 PURCHASE 2015-01   2,470 1,596     874  
    ONEOK INC 2012-08 PURCHASE 2015-01   3,714 3,516     198  
    US BANCORP DEL 2013-02 PURCHASE 2015-01   1,765 1,466     299  
    US BANCORP DEL 2013-02 PURCHASE 2015-01   698 578     120  
    US BANCORP DEL 2013-02 PURCHASE 2015-01   1,395 1,154     241  
    US BANCORP DEL 2013-08 PURCHASE 2015-01   2,380 2,143     237  
    US BANCORP DEL 2013-08 PURCHASE 2015-01   616 560     56  
    US BANCORP DEL 2013-08 PURCHASE 2015-01   534 485     49  
    US BANCORP DEL 2013-08 PURCHASE 2015-01   1,190 1,067     123  
    JOHNSON & JOHNSON 2012-08 PURCHASE 2015-01   6,349 4,249     2,100  
    JOHNSON & JOHNSON 2013-01 PURCHASE 2015-01   2,560 1,817     743  
    JOHNSON & JOHNSON 2013-01 PURCHASE 2015-01   614 437     177  
    MCDONALDS CORP 2012-08 PURCHASE 2015-01   7,659 7,494     165  
    PHILIP MORRIS INTERNATIONAL 2012-08 PURCHASE 2015-01   2,583 2,855     -272  
    BAXTER INTL INC 2012-08 PURCHASE 2015-02   6,913 6,191     722  
    LOCKHEED MARTIN CORP 2013-08 PURCHASE 2015-02   3,083 1,854     1,229  
    LOCKHEED MARTIN CORP 2013-08 PURCHASE 2015-02   1,645 993     652  
    LOCKHEED MARTIN CORP 2013-08 PURCHASE 2015-02   1,028 625     403  
    J P MORGAN CHASE & CO MEDIUM TERM SR 2012-07 PURCHASE 2015-03   100,000 101,388     -1,388  
    ABBVIE INC 2013-12 PURCHASE 2015-04   878 771     107  
    HEALTH CARE REIT INC 2013-05 PURCHASE 2015-04   1,098 1,051     47  
    REORG KRAFT STOCK MERGER KRAFT HEINZ 2013-03 PURCHASE 2015-04   1,760 1,006     754  
    REORG KRAFT STOCK MERGER KRAFT HEINZ 2012-12 PURCHASE 2015-04   3,696 1,948     1,748  
    REORG KRAFT STOCK MERGER KRAFT HEINZ 2012-12 PURCHASE 2015-04   2,200 1,152     1,048  
    REORG KRAFT STOCK MERGER KRAFT HEINZ 2013-03 PURCHASE 2015-04   2,639 1,516     1,123  
    PHILIP MORRIS INTERNATIONAL 2012-08 PURCHASE 2015-04   2,932 3,500     -568  
    REORG KRAFT STOCK MERGER KRAFT HEINZ 2012-12 PURCHASE 2015-04   6,769 3,508     3,261  
    REORG KRAFT STOCK MERGER KRAFT HEINZ 2012-12 PURCHASE 2015-04   4,483 2,350     2,133  
    KIMBERLY CLARK CORP 2013-09 PURCHASE 2015-04   668 550     118  
    PROCTOR & GAMBLE CO 2012-08 PURCHASE 2015-04   11,289 9,331     1,958  
    MFB NORTHERN FUNDS ULTRA SHORT FIXED 2013-12 PURCHASE 2015-05   59 59        
    MFB NORTHERN FUNDS ULTRA SHORT FIXED 2013-12 PURCHASE 2015-05   65 65        
    MFB NORTHERN FUNDS ULTRA SHORT FIXED 2013-03 PURCHASE 2015-05   49,532 49,581     -49  
    MFB NORTHERN FDS GLOBAL REAL ESTATE 2012-08 PURCHASE 2015-05   24,257 20,191     4,066  
    PIMCO FDS HIGH YIELD FD 2013-12 PURCHASE 2015-05   1 1        
    PIMCO FDS HIGH YIELD FD 2012-08 PURCHASE 2015-05   15,330 15,561     -231  
    MFC FLEXSHARES TR TR IBOXX 3 YR TARG 2013-02 PURCHASE 2015-05   12,265 12,721     -456  
    MFC FLEXSHARES TR IBOXX 5 YR TARGET 2013-02 PURCHASE 2015-05   12,435 13,101     -666  
    MFB NORTHERN FDS FIXED INCOME FD 2012-09 PURCHASE 2015-05   6,630 6,879     -249  
    MFB NORTHERN FDS FIXED INCOME FD 2012-08 PURCHASE 2015-05   175,240 181,312     -6,072  
    PIMCO FDS HIGH YIELD FD 2012-08 PURCHASE 2015-05   14,606 14,874     -268  
    ANALOG DEVICES INC 2014-03 PURCHASE 2015-06   336 262     74  
    AUTOMATIC DATA PROCESSING 2013-03 PURCHASE 2015-06   167 113     54  
    BCE INC 2012-08 PURCHASE 2015-06   177 181     -4  
    CISCO SYS INC 2013-03 PURCHASE 2015-06   171 130     41  
    COCA COLA CO 2014-04 PURCHASE 2015-06   2,010 2,021     -11  
    COCA COLA CO 2012-08 PURCHASE 2015-06   1,487 1,457     30  
    ARTHUR J GALLAGHER & CO 2012-08 PURCHASE 2015-06   145 108     37  
    GENERAL ELECTRIC CO 2012-10 PURCHASE 2015-06   109 92     17  
    JOHNSON & JOHNSON 2012-08 PURCHASE 2015-06   100 69     31  
    MCDONALDS CORP 2012-08 PURCHASE 2015-06   4,433 4,055     378  
    MICROSOFT CORP 2013-01 PURCHASE 2015-06   274 164     110  
    NEXTERA ENERGY INC 2014-02 PURCHASE 2015-06   99 91     8  
    ADR NOVARTIS AG SPONSORED ADR 2012-08 PURCHASE 2015-06   303 176     127  
    PEPSICO INC 2014-06 PURCHASE 2015-06   95 90     5  
    QUALCOMM INC 2013-05 PURCHASE 2015-06   196 192     4  
    SPECTRA ENERGY CORP 2013-12 PURCHASE 2015-06   230 240     -10  
    3M CO 2014-02 PURCHASE 2015-06   157 133     24  
    VENTAS INC 2013-05 PURCHASE 2015-06   185 245     -60  
    WISCONSIN ENERGY CORP 2013-11 PURCHASE 2015-06   229 212     17  
    LYONDELLBASELL IND N V 2014-01 PURCHASE 2015-06   630 482     148  
    BCE INC 2012-08 PURCHASE 2015-07   3,355 3,630     -275  
    MICROSOFT CORP 2013-01 PURCHASE 2015-07   935 545     390  
    ADR NOVARTIS AG SPONSORED ADR 2013-01 PURCHASE 2015-07   4,878 2,695     2,183  
    BCE INC 2012-08 PURCHASE 2015-07   4,183 4,582     -399  
    ADR NOVARTIS AG SPONSORED ADR 2012-08 PURCHASE 2015-07   6,041 3,398     2,643  
    ADR NOVARTIS AG SPONSORED ADR 2012-08 PURCHASE 2015-07   3,461 1,992     1,469  
    GENERAL ELECTRIC CO 2012-10 PURCHASE 2015-08   1,442 1,285     157  
    GENERAL ELECTRIC CO 2012-12 PURCHASE 2015-08   1,776 1,507     269  
    TEXAS INSTRUMENTS INC .45 DUE 08-03- 2012-08 PURCHASE 2015-08   100,000 99,644     356  
    GENERAL ELECTRIC 2012-12 PURCHASE 2015-08   701 590     111  
    CARE CAP PPTYS INC 2013-05 PURCHASE 2015-08   8 11     -3  
    MFB NORTHN FDS MULTI-MANAGER EMERGIN 2012-11 PURCHASE 2015-08   27,596 30,770     -3,174  
    MFB NORTHN FDS MULTI-MANAGER EMERGIN 2012-09 PURCHASE 2015-08   19,880 22,007     -2,127  
    MFB NORTHN FDS MULTI-MANAGER EMERGIN 2012-08 PURCHASE 2015-08   26,888 29,632     -2,744  
    CARE CAP PPTYS INC 2014-08 PURCHASE 2015-08   745 771     -26  
    CARE CAP PPTYS INC 2013-05 PURCHASE 2015-08   88 116     -28  
    CARE CAP PPTYS INC 2013-05 PURCHASE 2015-08   385 506     -121  
    CHEVRONTEXACO CORP 2012-08 PURCHASE 2015-08   4,815 7,466     -2,651  
    CHEVRONTEXACO CORP 2013-01 PURCHASE 2015-08   3,283 5,130     -1,847  
    CHEVRONTEXACO CORP 2014-04 PURCHASE 2015-08   803 1,337     -534  
    ANALOG DEVICES INC 2014-03 PURCHASE 2015-09   2,289 2,254     35  
    US BANCORP 2013-02 PURCHASE 2015-10   1,152 982     170  
    US BANCORP 2013-02 PURCHASE 2015-10   834 710     124  
    US BANCORP 2013-02 PURCHASE 2015-10   358 305     53  
    US BANCORP 2013-02 PURCHASE 2015-10   2,623 2,225     398  
    BLACKROCK INC 2014-04 PURCHASE 2015-10   1,016 920     96  
    LOCKHEED MARTIN CORP 2013-08 PURCHASE 2015-10   438 247     191  
    QUALCOMM INC 2013-05 PURCHASE 2015-10   588 640     -52  
    MFC FLEXSHARES TR TR IBOXX 3 YR TARG 2013-03 PURCHASE 2015-11   4,871 5,078     -207  
    MFC FLEXSHARES TR TR IBOXX 3 YR TARG 2013-02 PURCHASE 2015-11   9,744 10,177     -433  
    MFC FLEXSHARES TR TR IBOXX 3 YR TARG 2012-08 PURCHASE 2015-11   19,488 20,186     -698  
    MFC FLEXSHARES TR IBOXX 5 YR TARGET 2012-05 PURCHASE 2015-11   34,383 36,434     -2,051  
    MFB NORTHERN FDS STK INDEX FD 2012-09 PURCHASE 2015-11   18,592 12,823     5,769  
    MFB NORTHERN FDS STK INDEX FD 2013-12 PURCHASE 2015-11   1,705 1,474     231  
    BK MONTREAL MEDIUM .8% DUE 11-06-201 2013-02 PURCHASE 2015-11   100,000 100,027     -27  
    GENUINE PARTS CO 2012-08 PURCHASE 2015-11   5,027 3,576     1,451  
    MARSH & MCLENNAN COS INC 2014-06 PURCHASE 2015-11   2,072 1,911     161  
    MARSH & MCLENNAN COS INC 2014-06 PURCHASE 2015-11   1,966 1,859     107  
    ANALOG DEVICES INC 2014-03 PURCHASE 2015-11   581 524     57  
    CISCO SYS INC 2013-03 PURCHASE 2015-11   902 736     166  
    3M CO 2014-02 PURCHASE 2015-11   469 399     70  
    MARSH & MCLENNAN COS INC 2014-06 PURCHASE 2015-12   1,417 1,291     126  
    WILLIAMS COS INC 2012-08 PURCHASE 2015-12   5,610 6,561     -951  
    MFC FLEXSHARES TR MORNINGSTAR GLOBAL 2012-12 PURCHASE 2015-12   13,692 21,336     -7,644  
    MFC FLEXSHARES TR TR IBOXX 3 YR TARG 2012-08 PURCHASE 2015-12   19,360 20,178     -818  
    MFC FLEXSHARES TR TR IBOXX 3 YR TARG 2012-08 PURCHASE 2015-12   4,840 5,046     -206  
    MFC FLEXSHARES TR IBOXX 5 YR TARGET 2012-04 PURCHASE 2015-12   24,320 25,857     -1,537  
    MFB NORTHN FDS MULTI-MANAGER EMERGIN 2012-08 PURCHASE 2015-12   13,220 16,102     -2,882  
    MFB NORTHERN FDS FIXED INCOME FD 2012-08 PURCHASE 2015-12   22,023 23,534     -1,511  
    PIMCO FDS HIGH YIELD FD 2012-08 PURCHASE 2015-12   46,655 53,784     -7,129  

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    MYERS L & MARILYN R GIRSH
     
    FOUNDATION INC
    EIN:
    45-5303068
    Name of Bond End of Year Book Value End of Year Fair Market Value
    NORTHERN TRUST 2,278,745 2,278,745

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    MYERS L & MARILYN R GIRSH
     
    FOUNDATION INC
    EIN:
    45-5303068
    Name of Stock End of Year Book Value End of Year Fair Market Value
    NORTHERN TRUST 1,844,669 1,844,669

    TY 2015 InvestmentsOtherSchedule2
    Name:
    MYERS L & MARILYN R GIRSH
     
    FOUNDATION INC
    EIN:
    45-5303068
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    NORTHERN TRUST FMV 186,839 186,839

    TY 2015 LegalFeesSchedule
    Name:
    MYERS L & MARILYN R GIRSH
     
    FOUNDATION INC
    EIN:
    45-5303068
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 4,389     4,389


    TY 2015 OtherAssetsSchedule
    Name:
    MYERS L & MARILYN R GIRSH
     
    FOUNDATION INC
    EIN:
    45-5303068
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED INVESTMENT INCOME 12,982 13,136 13,136
    PREPAID FEDERAL TAX   402 402
    ACCRUED INTEREST PAID   416 416


    TY 2015 OtherDecreasesSchedule
    Name:
    MYERS L & MARILYN R GIRSH
     
    FOUNDATION INC
    EIN:
    45-5303068
    Description Amount
    NON-DEDUCTIBLE CONTRIBUTIONS 530
    UNREALIZED DEPRECIATION 165,735


    TY 2015 OtherExpensesSchedule
    Name:
    MYERS L & MARILYN R GIRSH
     
    FOUNDATION INC
    EIN:
    45-5303068
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    BROKER AGENCY FEES 20,664 20,664 20,664  
    BROKER FEES 9,227 9,227 9,227  


    TY 2015 OtherIncomeSchedule2
    Name:
    MYERS L & MARILYN R GIRSH
     
    FOUNDATION INC
    EIN:
    45-5303068
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    NORTHERN TRUST 4,075 4,075 4,075


    TY 2015 OtherLiabilitiesSchedule
    Name:
    MYERS L & MARILYN R GIRSH
     
    FOUNDATION INC
    EIN:
    45-5303068
    Description Beginning of Year - Book Value End of Year - Book Value
    FEDERAL TAX PAYABLE 249  


    TY 2015 TaxesSchedule
    Name:
    MYERS L & MARILYN R GIRSH
     
    FOUNDATION INC
    EIN:
    45-5303068
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX 1,038 1,038 1,038  
    FOREIGN TAXES 1,560 1,560 1,560