TY 2015 Form 990PF

- TIN:

Form990-PF
Click to see list of attachments

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

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

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

Information about Form 990-PF and its instructions is at www.irs.gov/form990pf.

OMB No. 1545-0052

2015

Open to Public Inspection

For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015

Name of foundation
Helen Thoele Family Foundation
co Legacy Administration Services LLC

Number and street (or P.O. box number if mail is not delivered to street address)8500 Keystone Crossing
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
Indianapolis, IN46240

A Employer identification number

35-2077050

B Telephone number (see instructions)

(317) 722-0269

C If exemption application is pending, check here bullet

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

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

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

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

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

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

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

$948,397J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(c) Adjusted net income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check Sch. B .............
3	Interest on savings and temporary cash investments	34		34	34
4	Dividends and interest from securities...	14,723		14,723	14,723
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		-584
b	Gross sales price for all assets on line 6a 2,207,397
7	Capital gain net income (from Part IV, line 2)...
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	14,173		14,757	14,757
13	Compensation of officers, directors, trustees, etc.	10,601		435		10,166
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		5,804			5,804
c	Other professional fees (attach schedule)....		18,409	18,409
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		990	990
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		265			265
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	36,069		19,834		16,235
25	Contributions, gifts, grants paid.......	49,050				49,050
26	Total expenses and disbursements. Add lines 24 and 25	85,119		19,834		65,285
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-70,946
b	Net investment income (if negative, enter -0-)			0
c	Adjusted net income (if negative, enter -0-)...				14,757

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2015)

Form 990-PF (2015)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	89,404	202,850	202,850
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	990,801	745,547	745,547
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	1,080,205	948,397	948,397
	17	Accounts payable and accrued expenses..........
	18	Grants payable..................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow SFAS 117, check here
		and complete lines 24 through 26 and lines 30 and 31.
	24	Unrestricted..................
	25	Temporarily restricted...............
	26	Permanently restricted...............
		Foundations that do not follow SFAS 117, check here
		and complete lines 27 through 31.
	27	Capital stock, trust principal, or current funds........	1,080,205	948,397
	28	Paid-in or capital surplus, or land, bldg., and equipment fund
	29	Retained earnings, accumulated income, endowment, or other funds
	30	Total net assets or fund balances (see instructions).....	1,080,205	948,397
	31	Total liabilities and net assets/fund balances (see instructions).	1,080,205	948,397

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............

1,080,205

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

-70,946

Other increases not included in line 2 (itemize) bullet

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

1,009,259

Decreases not included in line 2 (itemize) bullet

60,862

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

948,397

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	1493.577 Virtus Premium Alpha Sector Fund Class A	P	2014-02-05	2015-01-07
b	3415.884 Virtus Sector Trend Fund Class A	P	2012-05-03	2015-07-14
c	227.16 First Eagle Global Fund Class A	P	2008-10-07	2015-01-01
d	285.632 Hartford Dividend & Growth Fund A	P	2008-01-01	2015-01-01
e	1131.107 Pimco Total Return Class A	P	2009-03-19	2015-01-01
	3561.973 PIMCO Real Return Fund Class A	P	2009-01-01	2015-01-07
	894.388 Permanent Portfolio Fund	P	2011-11-05	2015-01-07
	3295.234 Alger Spectra Fund Class A	P	2015-01-01	2015-04-02
	1351.309 AB Large Cap Growth Fund	P	2015-07-08	2015-10-09
	5080.492 American Century Govt Bond Fund	P	2015-01-01	2015-03-10
	2586.088 American Century Heritage Fund	P	2014-12-19	2015-04-28
	5705.198 Aberdeen Global High Income Fund	P	2015-01-01	2015-06-08
	1038.864 Blackrock Health Science Fund	P	2015-03-18	2015-06-05
	730.337 Cohen & Steers Realty Shares Fund	P	2014-12-22	2015-03-12
	2362.800 Columbia Marsico Growth Fund Cl A	P	2015-01-01	2015-01-20
	2531.777 Columbia Marsico Growth Fund Cl A	P	2015-07-14	2015-10-12
	19532.376 Columbia High Yield Bond Fund Cl A	P	2015-01-01	2015-06-15
	1402.381 Dreyfus Opportunistic Midcap Value Fd	P	2015-02-19	2015-04-23
	4257.527 Dreyfus Research Growth Fund	P	2015-01-01	2015-07-01
	991.98 Eagle Small Cap Growth Fund	P	2015-04-15	2015-07-09
	990.226 Eagle Small Cap Growth Fund	P	2015-01-01	2015-10-07
	23071.038 Franklin Income Fund Class A	P	2015-01-01	2015-08-26
	3156.414 Franklin Utilities Fund	P	2015-01-01	2015-10-29
	4809.216 Franklin Federal Tax Free Income Fund	P	2015-01-01	2015-10-09
	1103.938 Franklin Rising Dividend Fund	P	2015-01-01	2015-03-09
	1755.498 Franklin Growth Fund Class A	P	2015-04-02	2015-07-08
	1014.708 Franklin Small-Cap Value Fund	P	2015-06-15	2015-08-21
	1077.841 Fundamental Investors Fund	P	2015-01-01	2015-10-23
	1550.397 Keeley Small Cap Value Fund Cl A	P	2015-01-01	2015-02-18
	1527.229 Keeley Small Cap Value Fund Cl I	P	2015-01-01	2015-10-06
	3828.452 Loomis Sayles Bond Fund Retail	P	2015-01-01	2015-03-06
	5063.745 Lord Abbett National Tax-Free Fund	P	2015-01-01	2015-09-03
	1808.97 Lord Abbett Alpha Strategy Fund	P	2015-07-02	2015-11-18
	2344.496 MFS Masschusetts Investors Growth Fund	P	2015-01-01	2015-04-15
	5133.444 PIMCO Real Return Fund Class D	P	2015-01-01	2015-07-02
	1629.695 Pioneer Equity Inc Fund	P	2015-01-01	2015-03-27
	1037.418 T Rowe Price Growth Stock Fund	P	2015-01-01	2015-07-13
	3527.89 Putnam Dynamic Asset Alloc Growth Fund	P	2015-01-01	2015-07-13
	2332.925 PUtnam Convertible Sec Fund	P	2015-01-01	2015-03-30
	1847.493 Putnam Voyager Fund Cl A	P	2015-02-18	2015-06-12
	774.161 T Rowe Price Blue Chip Growth	P	2015-03-09	2015-04-13
	986.753 Rydex Consumer Products Fund	P	2015-01-01	2015-02-19
	5674.592 TCW Emerging Markets Income Fund	P	2015-01-01	2015-09-28
	Wash Sale

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	19,908	23,362	-3,454
b	39,861	40,003	-142
c	12,000	9,043	2,957
d	6,800	5,013	1,787
e	12,000	12,007	-7
	39,108	38,920	188
	35,588	40,861	-5,273
	60,072	57,662	2,410
	57,296	57,539	-243
	56,902	56,879	23
	62,687	57,903	4,784
	55,169	55,675	-506
	58,550	57,802	748
	57,499	57,010	489
	55,384	60,391	-5,007
	53,370	57,497	-4,127
	57,621	58,428	-807
	57,049	56,558	491
	61,138	61,922	-784
	56,454	57,059	-605
	51,779	58,761	-6,982
	49,372	56,062	-6,690
	51,765	53,088	-1,323
	59,250	59,295	-45
	57,394	57,982	-588
	58,107	58,142	-35
	53,495	58,011	-4,516
	57,341	57,590	-249
	59,752	55,258	4,494
	53,484	59,837	-6,353
	55,627	59,108	-3,481
	56,714	56,762	-48
	53,943	57,670	-3,727
	59,199	56,310	2,889
	55,852	56,622	-770
	56,110	55,162	948
	59,268	58,227	1,041
	58,034	57,373	661
	58,580	57,555	1,025
	58,621	57,734	887
	55,995	55,329	666
	58,159	56,206	1,953
	55,100	57,263	-2,163
			898

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			-3,454
b			-142
c			2,957
d			1,787
e			-7
			188
			-5,273
			2,410
			-243
			23
			4,784
			-506
			748
			489
			-5,007
			-4,127
			-807
			491
			-784
			-605
			-6,982
			-6,690
			-1,323
			-45
			-588
			-35
			-4,516
			-249
			4,494
			-6,353
			-3,481
			-48
			-3,727
			2,889
			-770
			948
			1,041
			661
			1,025
			887
			666
			1,953
			-2,163

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	-28,586
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3	-28,096

Part V

Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income

(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.

Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period? Yes No

If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.

1 Enter the appropriate amount in each column for each year; see instructions before making any entries.

(a) Base period years Calendar year (or tax year beginning in)	(b) Adjusted qualifying distributions	(c) Net value of noncharitable-use assets	(d) Distribution ratio (col. (b) divided by col. (c))
2014	64,417	1,311,629	0.04911
2013	65,082	1,320,435	0.04929
2012	67,243	1,317,927	0.05102
2011	65,835	1,361,252	0.04836
2010	47,912	1,336,567	0.03585

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

20.233633

Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years . . .

0.046727

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

1,187,087

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

55,469

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

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

55,469

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

65,285

If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.

Form 990-PF (2015)

Page 4

Part VI

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Domestic foundations that meet the section 4940(e) requirements in Part V, check	1	0
	hereand enter 1% of Part I, line 27b...................
c	All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2
3	Add lines 1 and 2...........................	3
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5
6	Credits/Payments:

a	2015 estimated tax payments and 2014 overpayment credited to 2015	6a
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7
8	Enter any penalty for underpayment of estimated tax. Check hereif Form 2220 is attached.		8
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2015 estimated tax	Refunded	11

Part VII-A

Statements Regarding Activities

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

Yes

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

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

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

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

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

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. bullet

$ (2) On foundation managers. bullet

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

on foundation managers. bullet

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

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

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

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

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

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

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

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument?................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XV..................................

Yes

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

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?

If "Yes," complete Part XIV.............................

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

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

Form 990-PF (2015)

Page 5

Part VII-A

Statements Regarding Activities (continued)

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement (see instructions).................

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

Yes

Website address bullet

N/A

The books are in care of bullet

Legacy Administration Serv LLC Telephone no. bullet

(317) 722-0269

Located at bullet

8500 Keystone Xing 555IndianapolisIN ZIP+4 bullet

46240

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

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

16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country?

16 No

See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? YesNo

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

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

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

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

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)?...............YesNo

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.).......YesNo

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........

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

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2015?.............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2015, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beginning before 2015?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

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

20, 20, 20, 20

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

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

If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2015.)..................

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

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?

Form 990-PF (2015)

Page 6

Part VII-B

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

During the year did the foundation pay or incur any amount to:

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

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

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

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

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

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

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

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

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......

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

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant?..........YesNo

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

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

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

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

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

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

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

Form 990-PF (2015)

Page 7

Part VIII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
Helen Thoele Stalder	Foundation Mana 2.00	10,601
PO Box 2180 Noblesville,IN460612180	Foundation Mana 2.00	10,601

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................

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

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

Part IX-A

Summary of Direct Charitable Activities

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


2


3


4

Part IX-B

Summary of Program-Related Investments (see instructions)

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


2


All other program-related investments. See instructions.
3

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

Form 990-PF (2015)

Page 8

Part X

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

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

purposes:

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

1,109,028

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

96,136

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

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

1,205,164

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

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

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

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

1,205,164

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

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

18,077

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

1,187,087

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

59,354

Part XI

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

and do not complete this part.)

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

59,354

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

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

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

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

59,354

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

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

59,354

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

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

59,354

Part XII

Qualifying Distributions (see instructions)

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

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

65,285

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

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

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

Amounts set aside for specific charitable projects that satisfy the:

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

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

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

65,285

Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment

income. Enter 1% of Part I, line 27b (see instructions).................

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

65,285

Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.

Form 990-PF (2015)

Page 9

Part XIII

Undistributed Income (see instructions)

	(a) Corpus	(c) 2014	(d) 2015
1 Distributable amount for 2015 from Part XI, line 7			59,354
2 Undistributed income, if any, as of the end of 2015:
a Enter amount for 2014 only.......		65,285
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: $ 65,285
a Applied to 2014, but not more than line 2a		65,285
b Applied to undistributed income of prior years (Election required—see instructions).....
c Treated as distributions out of corpus (Election required—see instructions)........	0
d Applied to 2015 distributable amount.....
e Remaining amount distributed out of corpus
5 Excess distributions carryover applied to 2015.
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2014. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2016. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2015 ..........			59,354
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......
8Excess distributions carryover from 2010 not applied on line 5 or line 7 (see instructions) ...
9Excess distributions carryover to 2016. Subtract lines 7 and 8 from line 6a ......
10 Analysis of line 9:
a Excess from 2011....
b Excess from 2012....
c Excess from 2013....
d Excess from 2014....
e Excess from 2015....

Form 990-PF (2015)

Page 10

Part XIV

Private Operating Foundations (see instructions and Part VII-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2015, enter the date of the ruling....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part X for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2015	(b) 2014	(c) 2013	(d) 2012	(e) Total

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

Part XV

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

1Information Regarding Foundation Managers:

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

Helen Thoele Stalder

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

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

Check here bullet

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

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2015)

Page 11

Part XV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
Teaching Family Homes of Upper 1000 Silver Creek Road Marqquette,MI49855	None	N/A	Charitable Contribution	8,000
Out Run the Sun Inc 2815 East 62nd Street Suite 220 Indianapolis,IN46220	None	N/A	Charitable Contribution	4,000
Spay-Neuter Services of Indiana 850 Southwood Drive Indianapolis,IN46227	None	N/A	Charitable Contribution	1,000
Ovar'Coming Together Inc 2625 N Meridian Street Suite 108 Indianapolis,IN46208	None	N/A	Charitable Contribution	700
Leukemia Lymphoma Society PO Box 4072 Pittsfield,MA01202	None	N/A	Charitable Contribution	1,000
Grand Teton National Park Foundatio 25 S Willow Suite 10 Jackson,WY83001	None	N/A	Charitable Contribution	2,000
Yosemite Convervancy 101 Montgomery Street Suite 1700 San Francisco,CA94104	None	N/A	Charitable Contribution	2,000
Yellowstone Park Foundation 222 East Main Street 301 Bozeman,MT59715	None	N/A	Charitable Contribution	2,000
Grand Canyon National Park PO Box 129 Grand Canyon,AZ86023	None	N/A	Charitable Contribution	2,000
Hamilton County Humane Society 1721 Pleasant Street Suite B Noblesville,IN46060	None	N/A	Charitable Contribution	1,000
Noble of Indiana 7701 East 21st Street Indianapolis,IN46219	None	N/A	General Charitable	2,200
Sleeping Bear National Park 9922 Front Street Empire,MI49630	None	N/A	General Charitable	2,000
Relay for Life 5635 W 96th Street Suite 100 Indianapolis,IN46278	None	N/A	General Charitable	1,000
Freewheelin Community Bikes 3355 N Central Avenue Indianapolis,IN46205	None	N/A	General Charitable	1,000
Great Smokey Mountains National Par 107 Park Headquarters Road Gatlinburg,TN37738	None	N/A	General Charitable	2,000
Indy Feral PO Box 30054 Indianapolis,IN46230	None	N/A	General Charitable	1,000
Cuyaghoga National Park 15610 Vaughn Road Brecksville,OH44141	None	N/A	General Charitable	2,000
Back to Basics Project 7444 E State Road 45 Unionville,IN47468	None		General Charitable	2,000
Voyageurs National Park 360 Highway 11 East International Falls,MN56649	None		General Charitable	2,000
Third Phase 15755 Allisonville Road Noblesville,IN46060	None		General Charitable	2,100
Janus Developmental Services 1555 Westfield Road Noblesville,IN46062	None		General Charitable	1,000
American Diabetes Association 1701 North Beauregard Street Alexandria,VA22311	None		General Charitable	3,000
Friends of Hardy Lake PO Box 126 Scottsburg,IN47170	None		General Charitable	1,000
Indiana Dunes National Lakeshore 1100 N Mineral Spring Road Porter,IN46304	None		General Charitable	2,000
Boys and Girls Club of Noblesville 1448 Conner Street Noblesville,IN46060	None		General Charitable	550
Trinity Free Clinic 1045 W 146th Street Carmel,IN46032	None		General Charitable	500
Total ................................. 3a				49,050

bApproved for future payment

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

Form 990-PF (2015)

Page 12

Part XVI-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments....
3 Interest on savings and temporary cash investments ...........			14	34
4 Dividends and interest from securities....			14	14,723
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income.....
8 Gain or (loss) from sales of assets other than inventory ............			18	28,900	-29,484
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)..				43,657	-29,484

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

1314,173

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

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2015)

Page 13

Part XVII

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

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

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

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

1a(1)

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

1a(2)

Other transactions:

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

1b(1)

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

1b(2)

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

1b(3)

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

1b(4)

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

1b(5)

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

1b(6)

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

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........YesNo

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below (see instr.)? Yes No
	Signature of officer or trustee	Date	Title

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

Form 990-PF (2015)

Additional Data

Software ID:	15000324
Software Version:	2015v2.0

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2015 AccountingFeesSchedule

Name:

Helen Thoele Family Foundation

co Legacy Administration Services LLC

EIN:

35-2077050

Software ID:

15000324

Software Version:

2015v2.0

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Legacy Administration Services, LLC	5,804	0	0	5,804

- TIN:

TY 2015 OtherExpensesSchedule

Name:

Helen Thoele Family Foundation

co Legacy Administration Services LLC

EIN:

35-2077050

Software ID:

15000324

Software Version:

2015v2.0

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Office Supplies	45			45
Postage	220			220

- TIN:

TY 2015 OtherProfessionalFeesSchedule

Name:

Helen Thoele Family Foundation

co Legacy Administration Services LLC

EIN:

35-2077050

Software ID:

15000324

Software Version:

2015v2.0

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Management Fees	18,409	18,409	0	0

- TIN:

TY 2015 TaxesSchedule

Name:

Helen Thoele Family Foundation

co Legacy Administration Services LLC

EIN:

35-2077050

Software ID:

15000324

Software Version:

2015v2.0

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Foreign Taxes	990	990