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
SHELTON H SHORT JR TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)1525 W WT HARRIS BLVD D1114-044
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHARLOTTE, NC28262
A Employer identification number

54-6140127
B Telephone number (see instructions)

(800) 352-3705
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$26,640,171J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 519,538 504,729  
5a Gross rents............ 10,538 10,538 10,538
b Net rental income or (loss) -2,682
6a Net gain or (loss) from sale of assets not on line 10 668,539
b Gross sales price for all assets on line 6a 4,977,535
7 Capital gain net income (from Part IV, line 2)... 668,539
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 10,251 22,674  
12 Total. Add lines 1 through 11........ 1,208,866 1,206,480 10,538
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 168,496 126,372   42,124
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 1,000 0 0 1,000
c Other professional fees (attach schedule).... Click to see attachment 3,804 3,804   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 34,855 8,896   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 33,023 18,023   15,000
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 241,178 157,095 0 58,124
25 Contributions, gifts, grants paid....... 1,330,000 1,330,000
26 Total expenses and disbursements. Add lines 24 and 25 1,571,178 157,095 0 1,388,124
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -362,312
b Net investment income (if negative, enter -0-) 1,049,385
c Adjusted net income (if negative, enter -0-)... 10,538
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............. 10,505 8,186 8,186
2 Savings and temporary cash investments......... 912,446 775,754 775,754
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 2,259,384 Click to see attachment2,263,256 2,244,723
b Investments—corporate stock (attach schedule)....... 10,318,918 Click to see attachment10,904,609 13,925,351
c Investments—corporate bonds (attach schedule)....... 5,190,051 Click to see attachment4,191,069 4,012,702
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 805,612 Click to see attachment1,033,016 1,183,455
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment6,300,281 Click to see attachment6,300,281 Click to see attachment4,490,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 25,797,197 25,476,171 26,640,171
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 25,797,197 25,476,171
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)..... 25,797,197 25,476,171
31 Total liabilities and net assets/fund balances (see instructions). 25,797,197 25,476,171
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
25,797,197
2
Enter amount from Part I, line 27a .....................
2
-362,312
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
58,618
4
Add lines 1, 2, and 3 ..........................
4
25,493,503
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
17,332
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
25,476,171
Form 990-PF (2015)
Form 990-PF (2015)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a 5. ABBOTT LABS   2010-05-17 2015-05-01
b 6. AGILENT TECHNOLOGIES INC   2012-09-04 2015-05-01
c 128. AGILENT TECHNOLOGIES INC   2012-09-04 2015-08-17
d 128. AGILENT TECHNOLOGIES INC   2012-09-05 2015-08-18
e 43. AMERICAN EXPRESS CO   2015-01-16 2015-07-24
62. AMERICAN EXPRESS CO   2011-02-04 2015-07-24
51. AMERICAN EXPRESS CO   2011-02-04 2015-07-29
10. AMERICAN INTERNATIONAL GROUP, INC   2014-10-28 2015-05-01
19. AMERISOURCEBERGEN CORP   2014-05-19 2015-01-28
79. AMERISOURCEBERGEN CORP   2014-05-12 2015-04-17
23. APPLE INC   2014-09-10 2015-02-20
3. APPLE INC   2009-04-05 2015-05-01
2. APPLE INC   2014-09-10 2015-05-01
15. APPLIED MATERIALS INC   2012-12-21 2015-05-01
2. BLACKROCK INC   2012-05-21 2015-05-01
8. BLACKROCK INC   2012-05-21 2015-05-21
3. BOEING CO   2009-04-05 2015-05-01
65000. BRITISH TELECOM PLC 2.000% 6/22/15   2013-01-14 2015-06-22
6. CIT GROUP INC.   2012-03-14 2015-10-16
60. CIT GROUP INC.   2015-02-04 2015-10-16
48. CIT GROUP INC.   2012-03-14 2015-10-21
83. CME GROUP INC   2012-12-18 2015-04-06
1. CME GROUP INC   2012-12-18 2015-05-01
43. CVS HEALTH CORPORATION   2013-01-11 2015-02-19
19. CVS HEALTH CORPORATION   2013-02-12 2015-08-06
14.2 CALIFORNIA RESOURCES CORP   2014-07-25 2015-01-13
46.8 CALIFORNIA RESOURCES CORP   2012-03-29 2015-01-13
1. CAMERON INTL CORP   2011-02-04 2015-05-01
136. CAMERON INTL CORP   2011-08-29 2015-08-26
6. CENTURYLINK, INC   2011-02-24 2015-05-01
89. CENTURYLINK, INC   2011-08-29 2015-05-21
33. CHEMOURS CO/THE   2012-12-18 2015-07-07
.4 CHEMOURS CO/THE   2011-02-01 2015-07-13
2. CITIGROUP INC.   2014-10-28 2015-05-01
3. CITRIX SYS INC COM   2014-04-24 2015-05-01
21. CITRIX SYS INC COM   2014-04-24 2015-07-30
21. CITRIX SYS INC COM   2014-01-23 2015-07-31
22. CITRIX SYS INC COM   2014-02-03 2015-08-06
50. CITRIX SYS INC COM   2014-02-03 2015-11-12
51. CITRIX SYS INC COM   2014-01-30 2015-11-20
2. COLGATE PALMOLIVE CO   2011-02-04 2015-05-01
3. COMCAST CORP-SPECIAL CL A   2011-02-04 2015-05-01
126. COMCAST CORP-SPECIAL CL A   2011-02-04 2015-05-21
5. DANAHER CORP   2011-02-04 2015-05-01
2. DEVON ENERGY CORPORATION   2014-08-25 2015-05-01
15000. DOW CHEMICAL CO/THE 4.250% 11/15/20   2011-07-08 2015-09-15
29347.029 DREYFUS EMG MKT DEBT LOC C-I #6083   2014-10-02 2015-10-30
20420.07 DREYFUS INTERNATL BOND FD CL I #6094   2014-06-09 2015-10-19
5. DU PONT E I DE NEMOURS & CO   2011-02-04 2015-05-01
1. ECOLAB INC   2012-08-03 2015-05-01
3. EVERSOURCE ENERGY COM   2011-02-04 2015-05-01
127. EXXON MOBIL CORPORATION   2011-08-29 2015-04-08
200000. FAUQUIER CNTY VA 5.000% 7/01/15   2009-04-05 2015-07-01
291.4 FHLMC POOL #J13606 3.500% 11/01/25   2012-12-28 2015-01-15
1263.96 FHLMC POOL #J13606 3.500% 11/01/25   2012-12-28 2015-02-15
565.97 FHLMC POOL #J13606 3.500% 11/01/25   2012-12-28 2015-03-15
1335.03 FHLMC POOL #J13606 3.500% 11/01/25   2012-12-28 2015-04-15
502.47 FHLMC POOL #J13606 3.500% 11/01/25   2012-12-28 2015-05-15
1008.64 FHLMC POOL #J13606 3.500% 11/01/25   2012-12-28 2015-06-15
671.9 FHLMC POOL #J13606 3.500% 11/01/25   2012-12-28 2015-07-15
289.86 FHLMC POOL #J13606 3.500% 11/01/25   2012-12-28 2015-08-15
632.65 FHLMC POOL #J13606 3.500% 11/01/25   2012-12-28 2015-09-15
546.39 FHLMC POOL #J13606 3.500% 11/01/25   2012-12-28 2015-10-15
595.07 FHLMC POOL #J13606 3.500% 11/01/25   2012-12-28 2015-11-15
1253.29 FHLMC POOL #J13606 3.500% 11/01/25   2012-12-28 2015-12-15
100000. FED NATL MTG ASSN 0.375% 12/21/15   2013-01-15 2015-12-21
60000. FED NATL MTG ASSN 1.750% 9/12/19   2014-09-02 2015-10-05
2536.04 FED HOME LN MTG CORP 2.250% 7/15/38   2014-01-03 2015-01-15
1901.05 FED HOME LN MTG CORP 2.250% 7/15/38   2014-01-03 2015-02-15
3285.55 FED HOME LN MTG CORP 2.250% 7/15/38   2014-01-03 2015-03-15
3861.16 FED HOME LN MTG CORP 2.250% 7/15/38   2014-01-03 2015-04-15
3123.26 FED HOME LN MTG CORP 2.250% 7/15/38   2014-01-03 2015-05-15
2923.4 FED HOME LN MTG CORP 2.250% 7/15/38   2014-01-03 2015-06-15
1303.93 FED HOME LN MTG CORP 2.250% 7/15/38   2014-01-03 2015-07-15
2630.8 FED HOME LN MTG CORP 2.250% 7/15/38   2014-01-03 2015-08-15
2038.62 FED HOME LN MTG CORP 2.250% 7/15/38   2014-01-03 2015-09-15
2181.18 FED HOME LN MTG CORP 2.250% 7/15/38   2014-01-03 2015-10-15
3108.56 FED HOME LN MTG CORP 2.250% 7/15/38   2014-01-03 2015-11-15
2372.89 FED HOME LN MTG CORP 2.250% 7/15/38   2014-01-03 2015-12-15
778.32 FED HOME LN MTG CORP 1.250% 11/15/27   2013-02-26 2015-01-15
870.11 FED HOME LN MTG CORP 1.250% 11/15/27   2013-02-26 2015-02-15
463.27 FED HOME LN MTG CORP 1.250% 11/15/27   2013-02-26 2015-03-15
726.33 FED HOME LN MTG CORP 1.250% 11/15/27   2013-02-26 2015-04-15
1263.51 FED HOME LN MTG CORP 1.250% 11/15/27   2013-02-26 2015-05-15
1772.44 FED HOME LN MTG CORP 1.250% 11/15/27   2013-02-26 2015-06-15
971.19 FED HOME LN MTG CORP 1.250% 11/15/27   2013-02-26 2015-07-15
817.46 FED HOME LN MTG CORP 1.250% 11/15/27   2013-02-26 2015-08-15
1492.52 FED HOME LN MTG CORP 1.250% 11/15/27   2013-02-26 2015-09-15
1031.79 FED HOME LN MTG CORP 1.250% 11/15/27   2013-02-26 2015-10-15
1638.01 FED HOME LN MTG CORP 1.250% 11/15/27   2013-02-26 2015-11-15
762.36 FED HOME LN MTG CORP 1.250% 11/15/27   2013-02-26 2015-12-15
757.62 FNMA POOL #AK4327 3.000% 5/01/27   2012-12-28 2015-01-25
647.23 FNMA POOL #AK4327 3.000% 5/01/27   2012-12-28 2015-02-25
503.37 FNMA POOL #AK4327 3.000% 5/01/27   2012-12-28 2015-03-25
1981.78 FNMA POOL #AK4327 3.000% 5/01/27   2012-12-28 2015-04-25
498.75 FNMA POOL #AK4327 3.000% 5/01/27   2012-12-28 2015-05-25
477.27 FNMA POOL #AK4327 3.000% 5/01/27   2012-12-28 2015-06-25
488.58 FNMA POOL #AK4327 3.000% 5/01/27   2012-12-28 2015-07-25
480.65 FNMA POOL #AK4327 3.000% 5/01/27   2012-12-28 2015-08-25
484.44 FNMA POOL #AK4327 3.000% 5/01/27   2012-12-28 2015-09-25
522.51 FNMA POOL #AK4327 3.000% 5/01/27   2012-12-28 2015-10-25
468.66 FNMA POOL #AK4327 3.000% 5/01/27   2012-12-28 2015-11-25
497.73 FNMA POOL #AK4327 3.000% 5/01/27   2012-12-28 2015-12-25
4. FIDELITY NATL INFORMATION SVCS INC   2011-02-04 2015-05-01
30000. FREEPORT-MCMORAN C 3.550% 3/01/22   2012-06-05 2015-09-03
2. GENUINE PARTS CO   2011-02-04 2015-05-01
75000. GOLDMAN SACHS GROUP 2.625% 1/31/19   2014-05-01 2015-04-16
41000. HEWLETT-PACKARD CO 3.750% 12/01/20   2014-03-03 2015-10-14
5. HOME DEPOT INC   2015-01-16 2015-05-01
5. HOME DEPOT INC   2015-01-16 2015-10-22
16. HOME DEPOT INC   2014-06-17 2015-10-22
5. INTERNATIONAL PAPER CO   2011-04-13 2015-05-01
218. INTERNATIONAL PAPER CO   2011-08-29 2015-12-01
13793.103 JPMORGAN HIGH YIELD FUND SS #3580   2013-06-19 2015-10-19
31. KOHLS CORP   2012-05-18 2015-02-11
29. KOHLS CORP   2012-05-18 2015-02-12
3. KOHLS CORP   2012-05-18 2015-05-01
39. LAS VEGAS SANDS CORP   2014-10-30 2015-07-15
56. LAS VEGAS SANDS CORP   2015-05-01 2015-07-23
150000. LOUDOUN CNTY VA SANT 5.000% 1/01/15   2009-04-05 2015-01-01
6. MARSH & MCLENNAN COS INC   2011-12-27 2015-05-01
93. MARSH & MCLENNAN COS INC   2011-12-27 2015-05-21
33. MARSH & MCLENNAN COS INC   2012-01-04 2015-06-04
3. MCDONALDS CORP   2014-05-28 2015-05-01
51. MCDONALDS CORP   2014-05-28 2015-10-08
38. MCDONALDS CORP   2012-08-13 2015-10-26
33. MCDONALDS CORP   2012-08-08 2015-10-27
2. MCKESSON CORP   2015-04-17 2015-05-01
60000. MEDTRONIC INC 3.000% 3/15/15   2010-03-12 2015-03-15
6. METLIFE INC   2014-06-17 2015-05-01
197. METLIFE INC   2014-08-25 2015-10-05
50000. METLIFE INC 5.000% 6/15/15   2011-08-11 2015-06-15
8. MICROSOFT CORP   2011-02-04 2015-05-01
52. MICROSOFT CORP   2011-02-04 2015-05-26
6. MORGAN STANLEY   2014-03-13 2015-05-01
91. NATIONAL OILWELL INC COM   2012-05-18 2015-03-17
89. NATIONAL OILWELL INC COM   2012-05-18 2015-03-18
2. NORTHERN TRUST CORP   2014-02-12 2015-05-01
27. NORTHERN TRUST CORP   2014-02-12 2015-12-31
12. ORACLE CORPORATION   2009-04-05 2015-05-01
17. ORACLE CORPORATION   2009-04-05 2015-06-04
32571.47 PIMCO FOREIGN BD FD USD H-INST #103   2014-06-09 2015-11-17
2. PEPSICO INC   2012-04-12 2015-05-01
20518. POWERSHARES DB COMMODITY INDEX   2014-12-17 2015-02-03
2. PRAXAIR INC COM   2011-02-04 2015-05-01
107. PRAXAIR INC COM   2011-02-09 2015-08-21
3. ROCKWELL COLLINS   2014-10-28 2015-05-01
8878. SPDR DOW JONES REIT ETF   2009-12-18 2015-04-30
1699. SPDR DOW JONES REIT ETF   2009-11-25 2015-11-17
59. JM SMUCKER CO   2012-08-15 2015-02-24
1. SYNCHRONY FINANCIAL   2015-02-12 2015-05-01
6. TJX COMPANIES INC   2011-02-04 2015-05-01
11. TEXAS INSTRUMENTS INC   2009-04-05 2015-05-01
68. TEXAS INSTRUMENTS INC   2009-04-05 2015-10-28
4. TIME WARNER INC   2010-01-26 2015-05-01
150000. US TREASURY NOTE 4.000% 2/15/15   2009-08-12 2015-02-15
70000. US TREASURY NOTE 2.500% 6/30/17   2015-06-22 2015-09-11
50000. US TREASURY NOTE 1.750% 5/31/16   2011-09-20 2015-11-10
103. UNITED TECHNOLOGIES CORP   2014-10-28 2015-12-07
6. UNITEDHEALTH GROUP INC   2011-02-04 2015-05-01
80914.188 VANGUARD HIGH YIELD CORP-ADM #529   2014-06-09 2015-10-19
26. VISA INC-CLASS A SHRS   2015-02-24 2015-12-31
23446.659 VOYA INTL RL EST FD CL-I #2664   2009-12-18 2015-11-17
7869.499 CRM MID CAP VALUE FD-INSTL #32   2011-12-08 2015-09-10
6. WISCONSIN ENERGY CORP COM   2011-02-04 2015-05-01
1. 1,108.98 ACRES, CHASE CITY   2000-01-01 2015-05-22
5. INGERSOLL-RAND PLC   2011-02-04 2015-05-01
2. SEAGATE TECHNOLOGY   2015-01-26 2015-05-01
2. CHECK POINT SOFTWARE TECH COM   2014-08-27 2015-05-01
42. CHECK POINT SOFTWARE TECH COM   2014-08-28 2015-05-26
CAPITAL GAIN DIVIDENDS P    
(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 233   115 118
b 251   161 90
c 4,961   3,432 1,529
d 5,012   3,408 1,604
e 3,267   3,730 -463
4,710   2,708 2,002
3,863   2,227 1,636
578   526 52
1,824   1,285 539
8,891   5,248 3,643
2,958   2,300 658
382   49 333
254   200 54
300   172 128
737   342 395
2,950   1,369 1,581
433   112 321
65,000   66,745 -1,745
245   253 -8
2,447   2,810 -363
1,918   2,021 -103
7,694   4,333 3,361
91   52 39
4,441   2,204 2,237
2,079   974 1,105
61   125 -64
200   393 -193
55   57 -2
8,129   7,614 515
217   214 3
3,038   3,142 -104
517   397 120
5   5  
107   105 2
201   180 21
1,574   1,248 326
1,590   1,246 344
1,676   1,254 422
4,026   2,697 1,329
3,769   2,704 1,065
135   76 59
174   66 108
7,208   2,768 4,440
413   240 173
137   149 -12
16,110   15,029 1,081
320,470   400,000 -79,530
318,757   350,000 -31,243
371   263 108
114   64 50
147   102 45
10,737   10,477 260
200,000   200,000  
291   306 -15
1,264   1,329 -65
566   595 -29
1,335   1,403 -68
502   528 -26
1,009   1,060 -51
672   706 -34
290   305 -15
633   665 -32
546   574 -28
595   626 -31
1,253   1,317 -64
100,000   99,926 74
61,159   59,713 1,446
2,536   2,509 27
1,901   1,880 21
3,286   3,250 36
3,861   3,819 42
3,123   3,089 34
2,923   2,892 31
1,304   1,290 14
2,631   2,602 29
2,039   2,016 23
2,181   2,157 24
3,109   3,075 34
2,373   2,347 26
778   771 7
870   862 8
463   459 4
726   719 7
1,264   1,251 13
1,772   1,755 17
971   962 9
817   810 7
1,493   1,478 15
1,032   1,022 10
1,638   1,622 16
762   755 7
758   800 -42
647   683 -36
503   531 -28
1,982   2,091 -109
499   526 -27
477   504 -27
489   516 -27
481   507 -26
484   511 -27
523   551 -28
469   495 -26
498   525 -27
251   124 127
23,546   29,544 -5,998
183   105 78
76,772   75,411 1,361
43,752   42,132 1,620
548   516 32
615   516 99
1,968   1,284 684
271   142 129
9,046   6,197 2,849
100,000   112,966 -12,966
2,149   1,495 654
2,017   1,375 642
219   142 77
2,146   2,381 -235
3,163   3,136 27
150,000   150,000  
339   191 148
5,484   2,951 2,533
1,917   1,046 871
293   305 -12
5,221   4,702 519
4,310   3,324 986
3,661   2,884 777
449   451 -2
60,000   59,995 5
312   332 -20
9,346   10,365 -1,019
50,000   55,252 -5,252
389   222 167
2,407   1,444 963
225   191 34
4,322   5,302 -980
4,139   5,173 -1,034
147   131 16
1,949   1,628 321
530   229 301
742   324 418
347,212   345,000 2,212
191   131 60
367,752   378,986 -11,234
246   190 56
11,740   10,170 1,570
292   244 48
800,459   422,873 377,586
150,251   78,650 71,601
6,672   4,538 2,134
31   34 -3
393   149 244
608   182 426
3,949   1,126 2,823
343   105 238
150,000   158,497 -8,497
72,264   72,551 -287
50,365   52,289 -1,924
9,887   9,096 791
680   255 425
468,493   475,000 -6,507
2,020   1,767 253
200,000   198,262 1,738
217,906   180,240 37,666
298   175 123
73,402   3,123 70,279
334   186 148
120   120  
168   140 28
3,598   2,933 665
      217,798
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       118
b       90
c       1,529
d       1,604
e       -463
      2,002
      1,636
      52
      539
      3,643
      658
      333
      54
      128
      395
      1,581
      321
      -1,745
      -8
      -363
      -103
      3,361
      39
      2,237
      1,105
      -64
      -193
      -2
      515
      3
      -104
      120
       
      2
      21
      326
      344
      422
      1,329
      1,065
      59
      108
      4,440
      173
      -12
      1,081
      -79,530
      -31,243
      108
      50
      45
      260
       
      -15
      -65
      -29
      -68
      -26
      -51
      -34
      -15
      -32
      -28
      -31
      -64
      74
      1,446
      27
      21
      36
      42
      34
      31
      14
      29
      23
      24
      34
      26
      7
      8
      4
      7
      13
      17
      9
      7
      15
      10
      16
      7
      -42
      -36
      -28
      -109
      -27
      -27
      -27
      -26
      -27
      -28
      -26
      -27
      127
      -5,998
      78
      1,361
      1,620
      32
      99
      684
      129
      2,849
      -12,966
      654
      642
      77
      -235
      27
       
      148
      2,533
      871
      -12
      519
      986
      777
      -2
      5
      -20
      -1,019
      -5,252
      167
      963
      34
      -980
      -1,034
      16
      321
      301
      418
      2,212
      60
      -11,234
      56
      1,570
      48
      377,586
      71,601
      2,134
      -3
      244
      426
      2,823
      238
      -8,497
      -287
      -1,924
      791
      425
      -6,507
      253
      1,738
      37,666
      123
      70,279
      148
       
      28
      665
       
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 2 668,539
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 1,470,930 29,345,845 0.050124
2013 1,400,060 29,512,443 0.04744
2012 1,244,400 29,113,634 0.042743
2011 876,308 28,943,065 0.030277
2010 1,467,230 27,497,804 0.053358
2
Total of line 1, column (d) .....................
20.223942
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
0.044788
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
27,858,831
5
Multiply line 4 by line 3......................
5
1,247,741
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
10,494
7
Add lines 5 and 6........................
7
1,258,235
8
Enter qualifying distributions from Part XII, line 4.............
8
1,388,124
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 10,494
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 0
3 Add lines 1 and 2........................... 3 10,494
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 10,494
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 16,826
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 16,826
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 0
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 6,332
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet6,332 RefundedBullet 11 0
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)
    bulletVA
    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 addressbullet  
    14
    The books are in care ofbulletWELLS FARGO BANK NA Telephone no.bullet (800) 352-3705

    Located atbulletONE WEST 4TH STREET D4000-062WINSTON SALEMNC ZIP+4bullet271014000
    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
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    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
    WELLS FARGO BANK NA Trustee
    40     		168,496    
    1525 WEST WT HARRIS BLVD
    CHARLOTTE,NC282881114
    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 0
    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.............bullet0
    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)
    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
    27,366,370
    b
    Average of monthly cash balances.......................
    1b
    916,707
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    28,283,077
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    28,283,077
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    424,246
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    27,858,831
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,392,942
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    1,392,942
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    10,494
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    10,494
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,382,448
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,382,448
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,382,448
    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
    1,388,124
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,388,124
    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
    10,494
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,377,630
    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 1,382,448
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 1,382,632
    b Total for prior years:2013, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 0
    b From 2011...... 0
    c From 2012...... 0
    d From 2013...... 0
    e From 2014...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 1,388,124
    a Applied to 2014, but not more than line 2a 1,382,632
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2015 distributable amount..... 5,492
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2015. 0 0
    (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 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    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......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		1,376,956
    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) .......     		0
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2011.... 0
    b Excess from 2012.... 0
    c Excess from 2013.... 0
    d Excess from 2014.... 0
    e Excess from 2015.... 0
    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 e-mail address of the person to whom applications should be addressed:
    WELLS FARGO BANK
    1 WEST 4TH STREET D400-062
    WINSTONSALEM,NC271013818
    (888) 234-1999
    bThe form in which applications should be submitted and information and materials they should include:
    www.wellsfargo.com/privatefoundationgrants/short Applications must be submitted through the online grant application form.
    cAny submission deadlines:
    SEPTEMBER 15
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    PRIMARY CONSIDERATION IS GIVEN TO ORGANIZATIONS IN THE SOUTHEAST REGION OF VIRGINIA.
    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
    Richmond Symphony
    612 EAST GRACE STREET SUITE 401
    Richmond,VA232191892     		NONE PC GENERAL PURPOSE 15,000
    Virginia Institute of Marine Science (VI
    PO BOX 1346
    Gloucester Point,VA23062     		NONE PC GENERAL PURPOSE 100,000
    Better Housing Coalition
    23 WEST BROAD STREET
    Richmond,VA23219     		NONE PC GENERAL PURPOSE 25,000
    Boys to Men Mentoring Network of
    Virginia
    1107 W 42ND STREET
    Richmond,VA23225     		NONE PC GENERAL PURPOSE 10,000
    ChildSavers-Memorial Child Guidance
    Clinic
    200 NORTH 22ND STREET
    Richmond,VA23223     		NONE PC GENERAL PURPOSE 15,000
    FORE Children Inc
    600 FOUNDERS BRIDGE BLVD
    Midlothian,VA23113     		NONE PC GENERAL PURPOSE 15,000
    John Tyler Community College
    Foundation
    800 CHARTER COLONY PARKWAY
    Midlothian,VA23114     		NONE PC GENERAL PURPOSE 35,000
    Peter Paul Development Center Inc
    1708 N 22ND STREET
    Richmond,VA23223     		NONE PC GENERAL PURPOSE 50,000
    Riverside School Inc
    2110 MCRAE ROAD
    North Chesterfield,VA23235     		NONE PC GENERAL PURPOSE 25,000
    Virginia War Memorial Inc
    621 SOUTH BELVIDERE STREET
    Richmond,VA23220     		NONE PC GENERAL PURPOSE 15,000
    The Visual Arts Center of Richmond
    1812 WEST MAIN STREET
    Richmond,VA23220     		NONE PC GENERAL PURPOSE 15,000
    J Sargeant Reynolds Community
    PO BOX 26924
    Richmond,VA23286     		NONE PC GENERAL PURPOSE 20,000
    Lake County SPCA
    PO BOX 14
    Clarkville,VA23927     		NONE PC GENERAL PURPOSE 25,000
    CHALLENGE DISCOVERY PROJECTS
    1503 SANTO ROSA RD
    RICHMOND,VA232295105     		NONE PC GENERAL SUPPORT 130,000
    SOUTHSIDE VIRGININA COMMUNITY
    COLLEGE
    109 CAMPUS DR
    ALBERTA,VA238212930     		NONE PC GENERAL PURPOSE 50,000
    RANDOLPH-MACON COLLEGE
    PO BOX 5005
    Ashland,VA230055505     		NONE PC CREATION OF TWO 250,000
    ST JOSEPHS VILLA
    8000 BROOK ROAD
    RICHMOND,VA23227     		NONE PC SUPPORT OF FLAGLER HOME 30,000
    VIRGINIA COLLEGE FUND
    6002A W BROAD ST
    RICHMOND,VA23230     		NONE PC ENHANCE EDUCATIONAL 200,000
    TRINITY EPISCOPAL SCHOOL
    3850 PITTAWAY
    RICHMOND,VA232351017     		NONE PC GENERAL PURPOSE 40,000
    NEW COMMUNITY SCHOOL
    4211 HERMITAGE ROAD
    RICHMOND,VA23227     		NONE PC GENERAL PURPOSE 30,000
    READING & EDUCATION FOR ADULT
    DEVELOPMENT INC
    2000 BREMO RD SUITE 102
    RICHMOND,VA23226     		NONE PC TUTOR RECRUITMENT, TRAINING 30,000
    CARITAS
    PO BOX 25790
    RICHMOND,VA232605790     		NONE PC GENERAL PURPOSE 25,000
    NORTHSTAR ACADEMY
    8055 SCHRADER ROAD
    RICHMOND,VA23294     		NONE PC GENERAL PURPOSE 30,000
    LEGAL INFORMATION NETWORK FOR
    CANCER
    PO BOX 337
    RICHMOND,VA232180337     		NONE PC GENERAL PURPOSE 15,000
    CLARKSVILLE RURITANS INC
    PO BOX 44
    CLARKSVILLE,VA23927     		NONE PC SCHOLARSHIP PROGRAM 50,000
    SAFE HARBOR
    PO BOX 17996
    RICHMOND,VA23226     		NONE PC GENERAL PURPOSE 15,000
    MECKLENBURG COUNTY LIFE SAVING AND
    RESCUE SQUAD
    PO BOX 1539
    CLARKSVILLE,VA23927     		NONE PC GENERAL SUPPORT 45,000
    POSITIVE VIBE FOUNDATION
    2825 HARTHAWAY ROAD
    RICHMOND,VA23225     		NONE PC GENERAL PURPOSE 25,000
    Total .................................bullet 3a 1,330,000
    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 ...........     		         
    4 Dividends and interest from securities....     14 519,538  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....       -2,682  
    6
    Net rental income or (loss) from personal property     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............     		    18 668,539  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue:
    aREBATE FEES     		    14 3,533  
    bUS TAX REFUND     1 6,718  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   1,195,646  
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,195,646
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

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

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    SHELTON H SHORT JR TRUST
    EIN:
    54-6140127
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,000     1,000

    TY 2015 CompensationExplanation
    Name:
    SHELTON H SHORT JR TRUST
    EIN:
    54-6140127
    Person Name Explanation
    WELLS FARGO BANK NA Trustee Fees

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    SHELTON H SHORT JR TRUST
    EIN:
    54-6140127
    Name of Bond End of Year Book Value End of Year Fair Market Value
    00206RAJ1 AT&T INC 79,186 80,174
    10138MAG0 BOTTLING GROUP LLC 92,775 85,955
    25470DAC3 DISCOVERY COMMUNICAT 40,236 42,528
    437076AP7 HOME DEPOT INC 52,526 50,352
    585055AR7 MEDTRONIC INC    
    68389XAC9 ORACLE CORP 55,240 54,557
    88732JAL2 TIME WARNER CABLE IN 44,547 43,642
    913017BR9 UNITED TECHNOLOGIES 57,569 60,188
    031162BF6 AMGEN INC 51,287 50,288
    06051GDX4 BANK OF AMERICA NA 63,857 64,519
    260543CC5 DOW CHEMICAL CO/THE 25,048 26,169
    26138EAM1 DR PEPPER SNAPPLE GR 50,323 50,019
    36962G2T0 GENERAL ELEC CAP COR 69,995 73,517
    24422ERC5 JOHN DEERE CAPITAL 62,013 60,334
    59156RAN8 METLIFE INC    
    961214BK8 WESTPAC BANKING CORP 62,798 65,356
    001055AJ1 AFLAC INC 60,191 63,402
    05565QBY3 BP CAPITAL MARKETS 50,117 50,240
    06406HBY4 BANK OF NEW YORK MEL 51,884 52,450
    29379VAS2 ENTERPRISE PRODUCTS 68,402 65,021
    35671DAU9 FREEPORT-MCMORAN C 19,696 11,600
    0258M0DD8 AMERICAN EXPRESS CRE 77,942 75,815
    111021AG6 BRITISH TELECOM PLC    
    205887BQ4 CONAGRA FOODS INC 60,152 59,667
    315920702 FID ADV EMER MKTS IN 680,000 627,971
    36962G6K5 GENERAL ELEC CAP COR 100,188 100,650
    377372AH0 GLAXOSMITHKLINE CAP 47,050 49,855
    46625HJE1 JPMORGAN CHASE & CO 77,477 75,433
    4812C0803 JPMORGAN HIGH YIELD 412,034 344,270
    500255AR5 KOHL'S CORPORATION 50,404 51,321
    61747YDD4 MORGAN STANLEY 63,742 60,508
    693390882 PIMCO FOREIGN BD FD    
    88166HAD9 TEVA PHARMA FIN IV 50,498 48,384
    922031760 VANGUARD HIGH YIELD    
    92343VBR4 VERIZON COMMUNICATIO 53,221 54,967
    00440EAR8 ACE INA HOLDINGS 50,563 50,473
    03523TBP2 ANHEUSER-BUSCH INBEV 62,884 62,535
    037833AJ9 APPLE INC 78,400 79,350
    172967HT1 CITIGROUP INC 51,345 50,898
    20826FAD8 CONOCOPHILLIPS COMPA 76,286 68,589
    261980494 DREYFUS EMG MKT DEBT    
    261980668 DREYFUS INTERNATL BO    
    262028855 DRIEHAUS ACTIVE INCO 300,000 276,645
    38145XAA1 GOLDMAN SACHS GROUP    
    40414LAJ8 HCP INC 51,476 50,071
    428236BF9 HEWLETT-PACKARD CO 9,248 8,930
    80282KAC0 SANTANDER HOLDINGS 52,376 50,833
    02665WAU5 AMERICAN HONDA FINAN 74,588 74,634
    05531FAN3 BB&T CORPORATION 65,343 65,370
    12572QAG0 CME GROUP INC 50,994 49,053
    38148LAC0 GOLDMAN SACHS GROUP 76,239 73,711
    665859AM6 NORTHERN TRUST CORP 46,871 46,717
    77958B402 T ROWE PRICE INST FL 350,000 343,310
    857477AM5 STATE STREET CORP 64,058 62,431

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    SHELTON H SHORT JR TRUST
    EIN:
    54-6140127
    Name of Stock End of Year Book Value End of Year Fair Market Value
    253393102 DICKS SPORTING GOODS 7,562 6,787
    59156R108 METLIFE INC    
    037833100 APPLE INC 6,568 30,525
    594918104 MICROSOFT CORP 14,753 29,626
    68389X105 ORACLE CORPORATION 7,641 14,649
    263534109 DU PONT E I DE NEMOU 8,159 11,788
    437076102 HOME DEPOT INC 9,473 15,606
    887317303 TIME WARNER INC 4,840 12,093
    665859104 NORTHERN TRUST CORP 9,851 11,895
    002824100 ABBOTT LABS 6,576 12,934
    097023105 BOEING CO 5,859 22,701
    882508104 TEXAS INSTRUMENTS IN 3,941 13,045
    580135101 MCDONALDS CORP    
    637071101 NATIONAL OILWELL INC    
    674599105 OCCIDENTAL PETE CORP 18,158 13,657
    025816109 AMERICAN EXPRESS CO    
    12572Q105 CME GROUP INC 7,574 11,959
    03073E105 AMERISOURCEBERGEN CO    
    235851102 DANAHER CORP 9,680 18,762
    655844108 NORFOLK SOUTHERN COR 3,900 3,976
    913017109 UNITED TECHNOLOGIES    
    177376100 CITRIX SYS INC COM    
    315616102 F5 NETWORKS INC 7,589 7,078
    278865100 ECOLAB INC 1,931 3,431
    74005P104 PRAXAIR INC COM    
    20030N200 COMCAST CORP-SPECIAL    
    372460105 GENUINE PARTS CO 4,194 6,871
    500255104 KOHLS CORP 6,449 6,478
    872540109 TJX COMPANIES INC 5,548 15,884
    13342B105 CAMERON INTL CORP    
    25179M103 DEVON ENERGY CORPORA 10,568 4,640
    30231G102 EXXON MOBIL CORPORAT    
    03076C106 AMERIPRISE FINL INC 9,952 14,047
    09247X101 BLACKROCK INC 8,704 18,048
    125581801 CIT GROUP INC. 8,323 8,734
    571748102 MARSH & MCLENNAN COS 4,239 7,430
    91324P102 UNITEDHEALTH GROUP I 7,381 20,469
    774341101 ROCKWELL COLLINS 10,853 14,214
    038222105 APPLIED MATERIALS IN 6,230 10,306
    31620M106 FIDELITY NATL INFORM 6,897 13,514
    92826C839 VISA INC-CLASS A SHR 6,709 22,645
    460146103 INTERNATIONAL PAPER    
    156700106 CENTURYLINK, INC 7,548 5,812
    976657106 WISCONSIN ENERGY COR    
    00846U101 AGILENT TECHNOLOGIES    
    04314H204 ARTISAN INTERNATIONA    
    194162103 COLGATE PALMOLIVE CO 4,381 7,661
    246248306 DELAWARE POOLED TR I 200,000 208,744
    256206103 DODGE & COX INT'L ST 224,982 264,321
    411511504 HARBOR CAPITAL APRCT 544,745 748,730
    464287465 ISHARES MSCI EAFE ET 1,043,487 1,530,361
    464287499 ISHARES RUSSELL MID- 328,491 919,593
    464287614 ISHARES RUSSELL 1000 497,528 719,240
    464287655 ISHARES RUSSELL 2000 440,416 972,474
    664397106 NORTHEAST UTILS    
    713448108 PEPSICO INC 8,567 13,090
    77954Q106 T ROWE PRICE BLUE CH 497,011 747,990
    78464A607 SPDR DOW JONES REIT 514,610 1,077,202
    832696405 JM SMUCKER CO 7,500 7,647
    922042858 VANGUARD FTSE EMERGI 467,745 501,117
    92934R769 CRM MID CAP VALUE FD    
    G47791101 INGERSOLL-RAND PLC 9,472 12,385
    00287Y109 ABBVIE INC 6,249 13,744
    026874784 AMERICAN INTERNATION 13,903 20,078
    126650100 CVS HEALTH CORPORATI 9,512 15,839
    172967424 CITIGROUP INC. 12,901 14,231
    22544R305 CREDIT SUISSE COMM R 368,483 277,903
    277923728 EATON VANCE GLOBAL M 395,439 382,664
    552983694 MFS VALUE FUND-CLASS 586,305 693,094
    74925K581 BOSTON P LNG/SHRT RE 449,604 498,133
    779547108 T ROWE PRICE EQUITY 635,607 587,207
    901165100 TWEEDY BROWNE FD GLO 200,000 204,088
    G7945M107 SEAGATE TECHNOLOGY 9,119 7,772
    M22465104 CHECK POINT SOFTWARE 6,041 9,359
    04314H600 ARTISAN MID CAP FUND 240,000 214,547
    13057Q107 CALIFORNIA RESOURCES    
    517834107 LAS VEGAS SANDS CORP    
    589509207 MERGER FUND-INST #30 450,000 437,088
    617446448 MORGAN STANLEY 9,994 9,988
    64128R608 NEUBERGER BERMAN LON 300,000 289,319
    683974604 OPPENHEIMER DEVELOPI 650,000 530,872
    73935S105 POWERSHARES DB COMMO    
    92914A810 VOYA INTL RL EST FD 159,669 163,660
    00751Y106 ADVANCE AUTO PTS INC 2,404 2,258
    02079K107 ALPHABET INC CL C 13,138 17,454
    032511107 ANADARKO PETROLEUM C 14,818 8,696
    04314H402 ARTISAN INTERNATIONA 171,313 317,904
    174610105 CITIZENS FINANCIAL G 10,897 11,471
    30040W108 EVERSOURCE ENERGY C 7,307 11,031
    31620R303 FNF GROUP 7,281 6,657
    32008D106 FIRST DATA CORP- CLA 7,560 7,545
    339128100 JP MORGAN MID CAP VA 220,000 208,696
    369604103 GENERAL ELECTRIC CO 14,429 18,192
    375558103 GILEAD SCIENCES INC 16,834 15,077
    58155Q103 MCKESSON CORP 17,557 16,567
    69351T106 PPL CORPORATION 6,268 6,314
    693656100 PVH CORP 8,046 5,450
    78463X863 SPDR DJ WILSHIRE INT 801,229 702,478
    87165B103 SYNCHRONY FINANCIAL 11,493 11,191
    929089100 VOYA FINANCIAL INC 11,525 9,228
    92939U106 WEC ENERGY GROUP INC 7,224 12,725
    G0177J108 ALLERGAN PLC 18,089 18,750
    G6518L108 NIELSEN HLDGS PLC 7,786 7,922

    TY 2015 InvestmentsGovtObligationsSch
    Name:
    SHELTON H SHORT JR TRUST
    EIN:
    54-6140127
    US Government Securities - End of Year Book Value:

    2,263,256
    US Government Securities - End of Year Fair Market Value:

    2,244,723
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2015 InvestmentsOtherSchedule2
    Name:
    SHELTON H SHORT JR TRUST
    EIN:
    54-6140127
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    70299RF16 PARTNERS GROUP PRIV AT COST 400,000 584,586
    3137AWKH7 FED HOME LN MTG CORP AT COST 64,502 62,234
    34528QBP8 FORD CREDIT FLOORPLA AT COST 102,953 100,480
    3137A1Z71 FED HOME LN MTG CORP AT COST 44,763 45,839
    SKY990RF9 SKYBRIDGE MULTI-ADVI AT COST 250,000 222,066
    12593NAD9 CNH EQUIPMENT TRUST AT COST 69,993 69,824
    90270RBD5 UBS-BARCLAYS COMMER AT COST 100,805 98,426

    TY 2015 OtherAssetsSchedule
    Name:
    SHELTON H SHORT JR TRUST
    EIN:
    54-6140127
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    99RE97371 1,130.39 ACRES CHASE 135,650 3,287,281 2,053,000
    99RE97389 391.90 AC TM#035000 1,136,898 0 0
    99RE97397 85 AC TM#035000A037 246,584 0 0
    99RE97405 222.97 AC TM#035000 646,834 0 0
    99RE97413 183 AC TM#053000A00 534,711 0 0
    99RE97421 200.76 AC TM#053000 586,604 0 0
    99RE97447 1,108.98 ACRES, CHAS 2,171,366 2,920,517 2,376,000
    99RE97454 6 AC TM#088000A005 16,354 0 0
    99RE97462 2 AC TM#088000A012 5,494 0 0
    99RE97470 321.89 AC TM#088000 727,303 0 0
    99RE97744 20 AC TM#081000A018 92,483 92,483 61,000


    TY 2015 OtherDecreasesSchedule
    Name:
    SHELTON H SHORT JR TRUST
    EIN:
    54-6140127
    Description Amount
    MUTUAL FUND POSTING DATE AFTER TYE 4,789
    ROC BASIS ADJUSTMENT 1,640
    SALES WITH GAIN POST NEXT EFF CURRENT 575
    ACCURED INT EFF DATE AFTER TYE 749
    ROUNDING 21
    COST BASIS ADJUSTMENT 9,558


    TY 2015 OtherExpensesSchedule
    Name:
    SHELTON H SHORT JR TRUST
    EIN:
    54-6140127
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSE ON MAINTENACE 15,000 0   15,000
    RENT AND ROYALTY EXPENSES   13,220   0
    ADR FEES 3 3   0
    NON-RENTAL EXPENSES 4,800 4,800   0
    Rent and Royalty Expense 13,220      


    TY 2015 OtherIncomeSchedule2
    Name:
    SHELTON H SHORT JR TRUST
    EIN:
    54-6140127
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    REBATE FEES 3,533 3,333  
    US TAX REFUND 6,718 0  
    POWERSHARES K-1   -9,557  
    PARTNER K-1   28,898  


    TY 2015 OtherIncreasesSchedule
    Name:
    SHELTON H SHORT JR TRUST
    EIN:
    54-6140127
    Description Amount
    MFUND TAX EFF DATE BEFORE TYE 57,719
    ACCURED INT EFF DATE BEFORE TYE 899


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    SHELTON H SHORT JR TRUST
    EIN:
    54-6140127
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MGMT FEES-SUBJECT T 3,804 3,804    


    TY 2015 TaxesSchedule
    Name:
    SHELTON H SHORT JR TRUST
    EIN:
    54-6140127
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX PAYMENT - PRIOR YE 9,133 0   0
    FEDERAL ESTIMATES - PRINCIPAL 16,826 0   0
    FOREIGN TAXES ON QUALIFIED FOR 6,556 6,556   0
    FOREIGN TAXES ON NONQUALIFIED 2,340 2,340   0