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
WENDY & STANLEY MARSH 3 FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)500 S TAYLOR 258
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
AMARILLO, TX79101
A Employer identification number

26-0558990
B Telephone number (see instructions)

(806) 350-2444
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$0J 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) 445
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 5 5  
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
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........ 450 5  
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)......... Click to see attachment 170     170
b Accounting fees (attach schedule)....... Click to see attachment 3,185     3,185
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,355 0   3,355
25 Contributions, gifts, grants paid....... 8,045 8,045
26 Total expenses and disbursements. Add lines 24 and 25 11,400 0   11,400
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -10,950
b Net investment income (if negative, enter -0-) 5
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 11,395    
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).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 11,395 0 0
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 attachment445  
23 Total liabilities (add lines 17 through 22)......... 445 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 10,950  
30 Total net assets or fund balances (see instructions)..... 10,950 0
31 Total liabilities and net assets/fund balances (see instructions). 11,395 0
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
10,950
2
Enter amount from Part I, line 27a .....................
2
-10,950
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
 
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
 
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  
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 20,470 23,977 0.853735
2013 14,238 40,965 0.347565
2012 203,588 87,301 2.332024
2011 478,587 558,023 0.857647
2010 70,339 749,002 0.093910
2
Total of line 1, column (d) .....................
24.484881
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
0.896976
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
4,891
5
Multiply line 4 by line 3......................
5
4,387
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
 
7
Add lines 5 and 6........................
7
4,387
8
Enter qualifying distributions from Part XII, line 4.............
8
11,400
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2015)
Form 990-PF (2015)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 0
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3  
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5  
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a  
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. 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  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletTX
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletWENDY MARSH Telephone no.bullet (806) 350-2444

    Located atbullet500 S TAYLOR 258AMARILLOTX ZIP+4bullet79101
    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
    WENDY MARSH DIRECTOR
    1.00     		0 0 0
    500 S TAYLOR 258
    AMARILLO,TX79101
    DAVID WEIR DIRECTOR
    0.00     		0 0 0
    500 S TAYLOR 258
    AMARILLO,TX79101
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    0
    b
    Average of monthly cash balances.......................
    1b
    4,965
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,965
    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
    4,965
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    74
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,891
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    245
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    245
    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
    245
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    245
    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
    245
    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
    11,400
    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
    11,400
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    11,400
    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 7 245
    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...... 32,937
    b From 2011...... 450,724
    c From 2012...... 199,227
    d From 2013...... 12,191
    e From 2014...... 19,271
    fTotal of lines 3a through e........ 714,350
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 11,400
    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..... 245
    e Remaining amount distributed out of corpus 11,155
    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 5 725,505
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		32,937
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		692,568
    10 Analysis of line 9:
    a Excess from 2011.... 450,724
    b Excess from 2012.... 199,227
    c Excess from 2013.... 12,191
    d Excess from 2014.... 19,271
    e Excess from 2015.... 11,155
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AMARILLO AREA CASA
    PO BOX 691
    AMARILLO,TX79105     		  501(C)(3) COURT APPOINTED SPECIAL ADVOCATE SER 25
    AMARILLO AREA FOUNDATION
    801 S FILLMORE STE 700
    AMARILLO,TX79101     		  501(C)(3) PROVIDE GRANTS AND SERVICES TO STREN 100
    AMARILLO BOTANICAL GARDENS
    1400 STREIT LANE
    AMARILLO,TX79106     		  501(C)(3) SERVE COMMUNITY BY INSPIRING INTERAC 40
    AMARILLO COLLEGE FOUNDATION
    PO BOX 447
    AMARILLO,TX79178     		  501(C)(3) SCHOLARSHIPS FOR THE BENEFIT OF AMAR 200
    AMARILLO SPCA
    PO BOX 1014
    AMARILLO,TX79105     		  501(C)(3) ANIMAL SHELTER 25
    AMARILLO SYMPHONY
    PO BOX 2586
    AMARILLO,TX79105     		  501(C)(3) HELP BRING PROFESSIONAL ORCHESTRA PE 50
    AMARILLO-PANHANDLE HUMANE SOCIETY I
    PO BOX 30102
    AMARILLO,TX79120     		  501(C)(3) ANIMAL SHELTER 100
    AMERICAN RED CROSS
    1800 S HARRISON
    AMARILLO,TX79102     		  501(C)(3) HELP PREPARE COMMUNITIES FOR EMERGEN 15
    ARMSTRONG COUNTY MUSEUM
    PO BOX 450
    CLAUDE,TX79019     		  501(C)(3) MAINTAIN MUSEUM 25
    BETTY SOLIS SCHOLARSHIP FUND
    GLENWOOD ELEM 2407 S HOUS
    AMARILLO,TX79103     		  501(C)(3) TUITION 25
    BISHOP DE FALCO RETREAT CENTER
    2100 NORTH SPRING STREET
    AMARILLO,TX79107     		  501(C)(3) PROVIDE REFUGE FOR THOSE SEEKING SPI 1,000
    BREAD FOR THE WORLD INSTITUTE INC
    425 3RD STREET SW SUITE 1
    WASHINGTON,DC20024     		  501(C)(3) FUNDS FOR RESEARCH AND EDUCATIONAL P 30
    CAL FARLEY'S BOYS RANCH
    PO BOX 1890
    AMARILLO,TX79174     		  501(C)(3) RESIDENTIAL, EDUCATIONAL AND COMMUNI 20
    CARDINAL NEWMAN SOCIETY
    9415 WEST ST
    MANASSAS,VA20110     		  501(C)(3) STAND FOR STRONG CATHOLIC IDENTITY O 35
    CATHEDRAL OF ST JOHN THE BAPTIST
    222 E HARRIS ST
    SAVANNAH,GA31401     		  501(C)(3) SUPPORT PROGRAMS AND MINISTRIES 20
    CATHOLIC CHARITIES USA
    PO BOX 17066
    BALTIMORE,MD21297     		  501(C)(3) PROVIDE STRONG LEADERSHIP/SUPPORT TO 225
    CATHOLIC HISTORICAL SOCIETY
    VILLANOVA UNIVERSITY LANC
    VILLANOVA,PA19085     		  501(C)(3) COLLECT/PRESERVE MATERIALS RELATING 100
    CATHOLIC LEAGUE
    450 SEVENTH AVE
    NEW YORK,NY10123     		  501(C)(3) DEFEND CIVIL RIGHTS OF CATHOLICS 10
    CHILDREN'S MIRACLE NETWORK HOSPITAL
    205 W 700 SOUTH
    SALTH LAKE CITY,UT84101     		  501(C)(3) PROVIDE CRITICAL TREATMENTS, EQUIPME 10
    COMPANIONS OF ST ANTHONY
    12300 FOLLY QUARTER RD
    ELLICOTT CITY,MD21042     		  501(C)(3) MINISTRY 25
    CORNELL UNIVERSITY
    130 E SENECA ST STE 400
    ITHACA,NY14850     		  501(C)(3) SCHOLARSHIPS 25
    DOWNTOWN WOMEN'S CENTER
    409 S MONROE
    AMARILLO,TX79101     		  501(C)(3) PROVIDE HOUSING AND SERVICES TO HOME 250
    FAITH CITY MINISTRIES
    PO BOX 870
    AMARILLO,TX79105     		  501(C)(3) MISSION CENTER 25
    GIRL SCOUTS OF TEXAS OKLAHOMA PLAI
    4901 BRIARHAVE RD
    FT WORTH,TX76109     		  501(C)(3) GIRL SCOUTING PROGRAM 1,000
    HARRINGTON CANCER CENTER(THE DON &
    1500 WALLACE BLVD
    AMARILLO,TX79106     		  501(C)(3) COMMUNITY CANCER CENTER 20
    HIGH PLAINS CHILDREN'S HOME
    11461 S WESTERN
    AMARILLO,TX79118     		  501(C)(3) MAINTAIN CHILDREN'S HOME 55
    HUNTINGTON'S DISEASE SOCIETY OF AME
    505 EIGHTH AVE STE 902
    NEW YORK,NY10018     		  501(C)(3) SUPPORT AND SERVICES TO PERSONS WITH 100
    JUVENILE DIABETES RESEARCH FOUNDATI
    26 BROADWAY 14TH FL
    NEW YORK,NY10004     		  501(C)(3) RESEARCH TO CURE TYPE 1 DIABETES 25
    LA SALETTE MISSIONARY ASSOCIATION
    PO BOX 2965
    ATTLEBORO,MA02703     		  501(C)(3) MISSIONARY WORK 10
    LAURA W BUSH INSTITUTE FOR WOMEN'S
    1400 WALLACE BLVD
    AMARILLO,TX79106     		  501(C)(3) ADVANCE MULTIDISCIPLINARY SCIENCE IN 50
    LEAKEY FOUNDATION THE
    1003 OREILLY AVE
    SAN FRANCISCO,CA94129     		  501(C)(3) SUPPORT THE SCIENCE OF HUMAN ORIGINS 25
    LEGIONARIES OF CHRIST
    PO BOX 205
    THORNWOOD,NY10594     		  501(C)(3) EDUCATE FUTURE PRIESTS 65
    LIFE CHALLENGE OF AMARILLO
    6500 HOPE RD
    AMARILLO,TX79119     		  501(C)(3) DRUG ABUSE TREATMENT 30
    MARTHA'S HOME
    1204 SW 18TH AVE
    AMARILLO,TX79102     		  501(C)(3) PROVIDE HOMELESS WOMEN AND THEIR CHI 25
    MISSION AMARILLO
    601 W 10TH
    AMARILLO,TX79101     		  501(C)(3) IMPROVE THE LIVES OF PEOPLE IN POVER 50
    MONASTERY OF THE BLESSED SACRAMENT
    29575 MIDDLEBELT RD
    FARMINGTON HILLS,MI48334     		  501(C)(3) NUN VOCATIONS 10
    MS FOUNDATION FOR WOMEN INC
    12 METROTECH CENTER 26
    BROOKLYN,NY11201     		  501(C)(3) BUILD WOMEN'S COLLECTIVE POWER TO RE 25
    NATIONAL OUTDOOR LEADERSHIP SCHOOL
    284 LINCON ST
    LANDER,WY82520     		  501(C)(3) WILDERNESS EDUCATION 10
    OPPORTUNITY PLAN
    PO BOX 1035
    CANYON,TX79015     		  501(C)(3) PROVIDE FINANCIAL ASSISTANCE AND COU 100
    OPPORTUNITY SCHOOL
    1100 S HARRISON
    AMARILLO,TX79101     		  501(C)(3) PRE-SCHOOL EDUCATION 100
    PANHANDLE-PLAINS HISTORICAL MUSEUM
    2503 4TH AVE
    CANYON,TX79015     		  501(C)(3) PRESERVE THE FASCINATING, COMPLEX HI 125
    PAX CHRISTI USA
    415 MICHIGAN AVE NE 240
    WASHINGTON,DC20017     		  501(C)(3) ADVOCATE AND PROVIDE LEADERSHIP FOR 25
    PIEDMONT COUNCIL BSA
    10 HIGHLAND WAY
    PIEDMONT,CA94611     		  501(C)(3) PAY STAFF SALARIES, FOR SERVICE TO U 25
    PRESBYTERIAN HOME FOR CHILDREN
    3400 S BOWIE
    AMARILLO,TX79106     		  501(C)(3) PROVIDE CAMPUS LIVING FOR CHILDREN 50
    ROMAN CATHOLIC DIOCESE OF AMARILLO
    1800 N SPRING ST
    AMARILLO,TX79107     		  501(C)(3) MISSIONARY 1,025
    RONALD MCDONALD HOUSE AMARILLO
    1501 STREIT DR
    AMARILLO,TX79106     		  501(C)(3) LIVING ARRANGEMENTS FOR THOSE WITH F 35
    SALESIAN MISSIONS
    2 LEFEVRE LANE
    NEW ROCHELLE,NY10801     		  501(C)(3) MISSIONARY WORK 10
    SALESIANS OF DON BOSCO
    1100 FRANKLIN ST
    SAN FRANCISCO,CA94109     		  501(C)(3) MISSIONARY WORK 30
    SALVATION ARMY
    PO BOX 2490
    AMARILLO,TX79105     		  501(C)(3) DISASTER RELIEF 50
    SHERIFFS ASSOCIATION OF TEXAS
    1601 SOUTH IH 35
    AUSTIN,TX78741     		  501(C)(3) PROVIDE TRAINING/LEGAL ASSISTANCE/OT 10
    SISTERS OF THE HOLY FAMILY OF NAZAR
    310 N RIVER RD
    DES PLAINES,IL60016     		  501(C)(3) ACADEMY CAPITAL IMPROVEMENTS 30
    SMITH COLLEGE
    33 ELM ST
    NORTHHAMPTON,MA01063     		  501(C)(3) SCHOLARSHIPS/FINANCIAL ASSISTANCE TO 25
    ST ANDREWS DAY SCHOOL
    1515 SOUTH GEORGIA ST
    AMARILLO,TX79102     		  501(C)(3) SCHOLARSHIP PROGRAM 125
    ST BENEDICT MONASTERY
    17825 S WESTERN ST
    CANYON,TX79015     		  501(C)(3) MONASTERY OPERATIONS 640
    ST HYACINTH CATHOLIC CHURCH
    4500 WEST HILLS TRAIL
    AMARILLO,TX79106     		  501(C)(3) UNITED CATHOLIC APPEAL, MINISTRIES 1,075
    ST JOHN'S CHURCH
    3143 KINGSBRIDGE AVE
    BRONX,NY10463     		  501(C)(3) MINSITRY 40
    ST JUDE CHILDREN'S RESEARCH HOSPIT
    PO BOX 50
    MEMPHIS,TN38101     		  501(C)(3) PEDIATRIC CANCER TREATMENT AND RESEA 25
    ST MARY'S CATHEDRAL SCHOOL
    1200 S WASHINGTON
    AMARILLO,TX79102     		  501(C)(3) TOWARDS PURCHASING NEW PUBLIC ADDRES 100
    ST THOMAS THE APOSTLE CHURCH
    4100 S COULTER
    AMARILLO,TX79109     		  501(C)(3) PRAYER SHAWL MINISTRY 25
    TAOS OPERA INSTITUTE
    810 AVONDALE
    AMARILLO,TX79106     		  501(C)(3) PROVIDE SINGER SCHOLARSHIPS 25
    TEEN CHRISTMAS
    PO BOX 30926
    AMARILLO,TX79120     		  501(C)(3) HELP TEEN PURCHASE CLOTHING AND SHOE 75
    TEXAS BAR FOUNDATION
    515 CONGRESS AVE 1755
    AUSTIN,TX78701     		  501(C)(3) FURTHER LEGAL SERVICES FOR THE UNDER 150
    TEXAS LAW REVIEW SCHOLARSHIP FUND
    727 E DEAN KEETON ST
    AUSTIN,TX78705     		  501(C)(3) SCHOLARSHIPS 25
    TRINITARIANS
    PO BOX 5719
    BALTIMORE,MD21282     		  501(C)(3) SEMINARY GOALS 125
    WINDOW ON A WIDER WORLD
    PO BOX 9258
    AMARILLO,TX79105     		  501(C)(3) GLOBE-NEWS CENTER FOR THE PERFORMING 25
    WTAMU FOUNDATION
    WTAMU BOX 60766
    CANYON,TX79016     		  501(C)(3) SCHOOL OF MUSIC - STUDENT TRAVEL 20
    WTAMU FOUNDATION
    WTAMU BOX 60766
    CANYON,TX79016     		  501(C)(3) RESOURCES FOR STUDENT SCHOLARSHIPS, 50
    Total .................................bullet 3a 8,045
    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 ...........     		        5
    4 Dividends and interest from securities....          
    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 ............     		         
    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)..     5
    13Total. Add line 12, columns (b), (d), and (e)..................
    135
    (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 INTEREST EARNED IS INCLUDED IN AMOUNTS DONATED TO CHARITY
    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:
    WENDY & STANLEY MARSH 3 FOUNDATION
    EIN:
    26-0558990
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PREPARATION OF FORM 990-PF 3,185     3,185

    TY 2015 LegalFeesSchedule
    Name:
    WENDY & STANLEY MARSH 3 FOUNDATION
    EIN:
    26-0558990
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 170     170


    TY 2015 OtherLiabilitiesSchedule
    Name:
    WENDY & STANLEY MARSH 3 FOUNDATION
    EIN:
    26-0558990
    Description Beginning of Year - Book Value End of Year - Book Value
    DUE TO WENDY MARSH 445