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 06-01-2015 , and ending 05-31-2016
Name of foundation
BEIDERWELL FOUNDATION
US BANK TRUSTEE
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 2400
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PADUCAH, KY420022400
A Employer identification number

61-1221699
B Telephone number (see instructions)

(270) 575-5340
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$1,502,394J 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... 36,547 36,547  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -32,895
b Gross sales price for all assets on line 6a 307,131
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 372 372  
12 Total. Add lines 1 through 11........ 4,024 36,919  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 23,789 23,789   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 5,440 5,440   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 808 808   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 269 269   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 30,306 30,306   0
25 Contributions, gifts, grants paid....... 80,101 80,101
26 Total expenses and disbursements. Add lines 24 and 25 110,407 30,306   80,101
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -106,383
b Net investment income (if negative, enter -0-) 6,613
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......... 123,721 60,979 60,979
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)....... 618,356 Click to see attachment663,324 726,841
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).......... 786,592 Click to see attachment692,723 714,574
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) 1,528,669 1,417,026 1,502,394
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................. 80,084 74,824
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)......... 80,084 74,824
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........ 1,460,591 1,460,591
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds -12,006 -118,389
30 Total net assets or fund balances (see instructions)..... 1,448,585 1,342,202
31 Total liabilities and net assets/fund balances (see instructions). 1,528,669 1,417,026
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
1,448,585
2
Enter amount from Part I, line 27a .....................
2
-106,383
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,342,202
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
1,342,202
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 BEIDERWELL FOUNDATION TRUST-SHORT TERM P    
b BEIDERWELL FOUNDATION TRUST-LONG TERM P    
c CAPITAL GAINS DIVIDENDS P    
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 49,650   52,555 -2,905
b 249,177   287,471 -38,294
c 8,304     8,304
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       -2,905
b       -38,294
c       8,304
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 -32,895
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 79,571 1,630,306 0.048807
2013 79,571 1,669,293 0.047667
2012 78,813 1,600,700 0.049237
2011 77,134 1,566,363 0.049244
2010 79,260 1,585,219 0.049999
2
Total of line 1, column (d) .....................
20.244954
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
0.048991
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
1,497,790
5
Multiply line 4 by line 3......................
5
73,378
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
66
7
Add lines 5 and 6........................
7
73,444
8
Enter qualifying distributions from Part XII, line 4.............
8
80,101
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 66
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 66
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 66
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 2,506
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 2,506
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 2,440
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet2,440 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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)
    bulletKY
    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 ofbulletUS BANK Telephone no.bullet (270) 575-5340

    Located atbullet4TH BROADWAYPADUCAHKY ZIP+4bullet42001
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    US BANK NA TRUSTEE
    1.00     		23,789 0 0
    PO BOX 2400
    PADUCAH,KY420022400
    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.........................bullet0
    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
    1,438,337
    b
    Average of monthly cash balances.......................
    1b
    82,262
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,520,599
    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
    1,520,599
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    22,809
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,497,790
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    74,890
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    74,890
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    66
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    66
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    74,824
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    74,824
    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
    74,824
    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
    80,101
    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
     
    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
    80,101
    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
    66
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    80,035
    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 74,824
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 1,973
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........ 1,973
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 80,101
    a Applied to 2014, but not more than line 2a 0
    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..... 74,824
    e Remaining amount distributed out of corpus 5,277
    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 7,250
    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 ..........     		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) .......     		0
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		1,973
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		5,277
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015.... 5,277
    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
    MURRAY STATE UNIVERSITY
    102 CURRIS CENTER
    MURRAY,KY42071     		NONE PUBLIC UNIVERSITY SCHOLARSHIPS 40,051
    PADUCAH JUNIOR COLLEGE
    4810 ALBEN BARKELY DR
    PADUCAH,KY42001     		NONE PUBLIC UNIVERSITY SCHOLARSHIPS 40,050
    Total .................................bullet 3a 80,101
    bApproved for future payment
    Total .................................bullet 3b 0
    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....         36,547
    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.....         372
    8
    Gain or (loss) from sales of assets other than inventory ............     		        -32,895
    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).. 0 0 4,024
    13Total. Add line 12, columns (b), (d), and (e)..................
    134,024
    (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.)
    4 THE PRIMARY PURPOSE OF THE BEIDERWELL FOUNDATION IS TO CONTRIBUTE
    7 75% OR MORE OF ITS INCOME TO THE SCHOLARSHIP FUNDS OF MURRAY STATE
    8 UNIVERSITY AND WEST KENTUCKY COMMUNITY & TECHNICAL COLLEGE. THE INCOME REPORTED ABOVE ENABLES THE ORGANIZATION'S PRIMARY PURPOSE TO BE MET.
    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:
    BEIDERWELL FOUNDATION
     
    US BANK TRUSTEE
    EIN:
    61-1221699
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    WILLIAMS, WILLIAMS & LENTZ 5,440 5,440   0

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    BEIDERWELL FOUNDATION
     
    US BANK TRUSTEE
    EIN:
    61-1221699
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ACADIA HEALTHCARE CO INC, 15.000 SHS 1,214 1,177
    ACTIVISION BLIZZARD INC, 80.000 SHS 1,516 3,141
    ADIDAS AG A D R, 20 SHS 1,031 1,277
    AEGON N V NY REG SHR, 222 SHS 1,704 1,141
    AETNA INC, 30.000 SHS 2,683 3,397
    AGILENT TECHNOLOGIES INC, 25.000 SHS 994 1,147
    AIA GROUP LTD, 141 SHS 2,473 3,312
    AIR LIQUIDE S A ADR, 109 SHS 2,154 2,338
    AIR METHODS CORP, 5 SHS 192 169
    AIR PRODS CHEMICALS INC,20 SHS 2,519 2,853
    AKAMAI TECHNOLOGIES INC, 35.000 SHS 2,113 1,910
    ALFA LAVAL AB A D R, 50 SHS 811 755
    ALLEGHENY TECHNOLOGIES INC, 36 SH. 1,124 446
    ALLETE INC, 25 SHS 1,337 1,444
    ALLIANZ SE ADR, 169 SHS 2,262 2,758
    ALPHABET INC CL A, 6 SHS 3,135 4,493
    ALPHABET INC CL C, 6 SHS 3,481 4,414
    AMAG PHARMACEUTICALS INC, 15.000 SHS 577 322
    AMAZON COM INC, 4 SHS 1,325 2,891
    AMERICAN AXLE & MFG HLDGS INC, 50.000 SHS 1,139 834
    AMERICAN EQUITY INVT LIFE HI, 55.000 SHS 1,390 892
    AMERICAN GRW FD OF AMER F2,478.850 SHS 21,486 19,982
    AMERISOURCEBERGEN CORP, 48 SHS 4,006 3,599
    AMGEN INC, 16 SHS 2,425 2,527
    AMN HEALTHCARE SVCS INC, 30.000 SHS 559 1,120
    AMPHENOL CORP CL A, 45.000 SHS 2,353 2,642
    AMSURG CORP, 20.000 SHS 2,158 2,618
    ANHEUSER BUSCH INBEV NV A D R, 19 SHS. 1,867 2,398
    ANSYS INC, 15.000 SHS 1,192 1,337
    APPLE INC, 322 SHS. 31,029 32,155
    ARM HLDGS PLC ADR; 101 SHS 2,570 4,353
    ARRIS INTERNATIONAL PLC, 33 SHS 943 795
    ASTRAZENECA P L C SPSD A D R, 75 SHS 2,410 2,228
    AT&T INC, 95 SHS 3,428 3,719
    ATLAS COPCO AB SPONS ADR, 53 SHS 755 1,370
    ATOS ORIGIN SA UNSP ADR, 90 SHS 1,429 1,644
    AUTODESK INC, 30.000 SHS 1,720 1,748
    AVERY DENNISON CORP, 45 SHS 2,771 3,347
    AZZ INCORPORATED, 15.000 SHS 692 885
    BAIDU COM INC A D R, 13 SH 2,101 2,321
    BANCO BILBAO VIZCAYA ARGEN A D R, 356 SH 4,362 2,353
    BAYERISCHE MOTOREN WERKE UNSPN ADR; 52 SHS 1,559 1,457
    BERKSHIRE HATHAWAY INC, 80 SHS 8,973 11,243
    BIG LOTS INC, 20 SHS 775 1,046
    BIO RAD LABS INC, 10.000 SHS 1,192 1,489
    BLOOMIN BRANDS INC, 45 SHS 794 857
    BOISE CASCADE CO, 30.000 SHS 1,108 689
    BORG WARNER INC, 40.000 SHS 2,156 1,361
    BOYD GAMING CORPORATION, 45 SHS 803 851
    BROWN FORMAN CORP CL B, 30 SHS 2,930 2,942
    BRUNSWICK CORP, 20.000 SHS 1,028 957
    BUNGE LIMITED, 21 SHS 1,478 1,408
    CABOT MICROELECTRONICS CORPORATION, 20 SH 858 914
    CALATLANTIC GROUP INC, 25 SHS 810 925
    CANADIAN NATL RY CO, 65 SHS. 3,546 3,854
    CARDTRONICS INC, 30.000 SHS 1,081 1,179
    CARLSBERG AS A D R, 85 SHS 1,505 1,646
    CARRIZO OIL & GAS INC, 15 SHS 403 578
    CDW CORP DE, 50 SHS 1,911 2,128
    CENTENE CORP, 45.000 SHS 2,364 2,806
    CHEMICAL FINANCIAL CORP, 15.000 SHS 439 591
    CHESAPEAKE UTILITIES CORP, 10 SHS 615 577
    CHINA MOBILE LIMITED A D R, 25 SHS 1,366 1,411
    CHUBB LTD, 27 SHS 2,823 3,418
    CINEMARK HLDGS INC, 25.000 SHS 843 905
    CIRRUS LOGIC INC, 30 SHS 1,041 1,080
    CNO FINANCIAL GROUP INC, 50 SHS 823 1,015
    COGNIZANT TECH SOLUTIONS CRP, 106 SHS 4,512 6,513
    COHERENT INC, 5 SHS 386 473
    COLOPLAST AS A D R, 90 SHS 740 678
    COMCAST CORP CL A, 45.000 SHS 2,480 2,849
    COOPER COS INC, 25 SH 4,033 4,070
    CORE LABORATORIES N V, 66 SH 10,380 8,003
    COSTCO WHSL CORP, 15.000 SHS 2,092 2,232
    CR BRAND INC, 6.000 SHS 1,021 1,314
    CSL LIMITED ADR; 46 SHS 813 1,926
    CSX CORP, 65.000 SHS 2,209 1,718
    CTRIP COM INTERNATIONAL A D R, 60 SHS 2,562 2,746
    CUMMINS INC; 14 SHS 1,595 1,603
    CVS HEALTH CORPORATION, 40.000 SHS 3,838 3,858
    D R HORTON INC, 110.000 SHS 2,801 3,362
    D S T SYSTEMS INC, 25.000 SHS 2,362 3,023
    DARDEN RESTAURANTS INC, 25.000 1,344 1,696
    DASSAULT SYSTEMES SA ADR, 47 SHS 1,711 3,709
    DBS GROUP HLDGS LTD, 25 SHS 1,057 1,135
    DELEK US HOLDINGS INC, 20 SHS 337 276
    DELTA AIR LINES INC, 70.000 SHS 3,281 3,042
    DEPOMED INC, 50.000 SHS 812 1,022
    DEUTSCHE POST AG A D R, 56 SHS 1,768 1,639
    DOVER CORP, 18 SH 1,344 1,202
    DOW CHEM CO, 55.000 SHS 2,120 2,568
    DREW INDUSTRIES INC, 5 SHS 284 387
    E ON AG A D R, 80 SHS 721 789
    EAGLE BANCORP INC, 20 SHS 932 1,030
    EASTMAN CHEM CO, 25.000 SHS 1,826 1,834
    EATON VANCE CORP, 40.000 SHS 1,574 1,454
    ECHOSTAR CORPORATION A, 30.000 SHS 1,479 1,201
    ELECTRONIC ARTS INC, 40 SHS 2,578 3,070
    ELECTRONICS FOR IMAGING INC, 25.000 SHS 992 1,096
    EMBRAER SA A D R, 45 SHS 1,271 937
    EMERGENT BIOSOLUTIONS INC, 25.000 SHS 668 1,097
    ENERSYS, 15.000 SHS 886 902
    ENTERGRIS INC, 50.000 SHS 620 713
    ERICSSON LM TEL SP A D R, 145 SHS 1,297 1,121
    EURONET WORLDWIDE INC, 15.000 SHS 781 1,197
    EXPRESS SCRIPTS, INC, 167 SHS. 10,497 12,617
    EXXON MOBIL CORP, 25 SH 2,264 2,226
    FABRINET, 15 SHS 371 533
    FACEBOOK INC A, 30.000 SHS 2,281 3,564
    FANUC CORPORATION, 95 SHS 2,483 2,409
    FIRSTMERIT CORP, 45.000 SHS 797 1,021
    FIRST TRUST LARGE CAP CORE ALPHADEX, 497 SHS 21,530 22,440
    FNB CORP, 75 SHS 898 1,004
    FOOT LOCKER INC, 50.000 SHS 2,847 2,796
    FORD MOTOR CO, 130.000 SHS 1,955 1,754
    FORUM ENERGY TECHNOLOGIES IN, 20 SHS 224 336
    FRESENIUS AKTIENGESELLSCHAFT A D R, 89 SHS 3,276 3,866
    FUCHS PETROLUB SE PREF A D R, 102 SHS 1,033 1,034
    G A T X CORP, 30.000 SHS 1,621 1,376
    GEMALTO NV SPON A D R, 35 SHS 1,051 1,072
    GENERAL DYNAMCIS CORP, 15.000 SHS 2,013 2,128
    GENERAL MOTORS CO, 65 SHS 1,922 2,033
    GILEAD SCIENCES INC, 30 SHS. 2,978 2,612
    GLOBAL PAYMENTS INC, 40.000 SHS 1,580 3,108
    GLOBUS MED INC A, 30 SHS 746 727
    GOLDMAN SACHS GROUP INC, 14.000 SHS 2,621 2,233
    GRAND CANYON EDUCATION INC, 25.000 SHS 1,121 1,044
    GRANITE CONSTRUCTION INC, 20 SHS 770 859
    GRAPHIC PACKAGING HLDG CO, 60.000 SHS 817 804
    GREAT WESTERN BANCORP INC, 30 SHS 774 1,021
    GRIFOLS SA A D R, 50 SHS 726 827
    GULFPORT ENERGY CORP, 10 SHS 264 307
    HELEN OF TROY CORP LTD, 10 SHS 646 1,028
    HILLTOP HOLDINGS INC, 55.000 SHS 985 1,124
    HJ HEINZ HOLDING CORP, 60 SHS 4,661 4,991
    HOME DEPOT INC, 30.000 SHS 3,128 3,964
    HORACE MANN EDUCATORS CORP, 15.000 SHS 487 511
    HUNTINGTON BANCSHARES INC, 250 SHS 2,155 2,613
    HUNTSMAN CORP, 65 SHS 561 970
    HSBC HOLDINGS PLC SPONS A D R, 41 SHS 1,854 1,330
    IDACORP INC, 15.000 SHS 1,026 1,098
    IMPERIAL OIL LTD, 28 SHS 1,331 891
    INFINEON TECHNOLOGIES A G A D R, 119 SHS 1,247 1,778
    INTEGRATED DEVICE TECHNOLOGY INC, 40.000 SHS 730 934
    INTEL CORP, 80 SHS 2,467 2,527
    INTERCONTINENTAL EXCHANGE INC, 10.000 SHS 2,183 2,711
    INTUIT INC, 30.000 SHS 2,659 3,200
    IRIDIUM COMMUNICATION INC, 105 SHS 730 917
    ITAU UNIBANCO HOLDINGS, 144 SHS 1,760 1,153
    J2 GLOBAL INC, 15.000 SHS 900 1,005
    JABIL CIRCUIT INC, 115 SHS 2,288 2,194
    JGC CORP, 24 SHS. 1,321 736
    JOY GLOBAL INC, 25.000 SHS 1,074 426
    J P MORGAN CHASE CO, 45 SHS 2,640 2,937
    JULIUS BAER GROUP LTD A D R, 106 SH 1,051 938
    KEYCORP, 120 SHS 1,582 1,538
    KEYSIGHT TECHNOLOGIES INC, 35 SHS 873 1,072
    KONE OYJ B UNSPON A D R, 35 SHS 770 824
    KONINKLIJKE DSM NV ADR, 103 SH 1,900 1,534
    KONINKLIJKE PHILIPS NVR NY A D R, 57 SH 1,931 1,536
    KONINKLIJKE ROYAL KPN NV AP ADR, 514 SH 1,878 2,071
    KORN FERRY INTL, 35 SHS 982 1,010
    KROGER CO, 90 SHS 3,404 3,218
    LA Z BOY INC, 35 SHS 918 927
    LABORATORY CORP OF AMERICA HOLDINGS, 14 SHS 1,590 1,791
    LAKELAND FINANCIAL CORP, 15 SHS 611 736
    LEAR CORP, 30 SHS 2,916 3,563
    LINCOLN NATIONAL CORP, 60 SHS 3,271 2,751
    LINDE AG A D R, 59 SHS 1,089 883
    LITHIA MOTORS INC CL A, 10 SHS 860 823
    LITTELFUSE INC, 10 SHS 941 1,145
    LIXIL GROUP CORP A D R, 25 SHS 1,055 894
    LKQ CORP, 172.000 SH 4,789 5,688
    LOREAL CO UNSPONSORED ADR, 67 SHS 1,480 2,521
    LOWES CO IN, 45 SHS 3,063 3,606
    LVMH MOET HENNESSY LOU VUITT ADR, 27 SHS 826 866
    MADDEN STEVEN LTD, 25 SHS 747 858
    MARKIT LTD COM, 50 SHS 1,430 1,719
    MASCO CORP, 70 SHS 1,552 2,285
    MAXIMUS INC, 20 SHS 1,061 1,153
    MCKESSON CORPORATION, 16 SHS 3,431 2,930
    MEAD JOHNSON NUTRITION CO, 58 SHS 5,463 4,772
    MEDNAX INC, 20 SHS 1,317 1,369
    MERCADOLIBRE INC, 25 SHS 2,463 3,413
    MERCK AND CO INC, 45 SHS 2,770 2,532
    MICROSEMI CORP, 30 SHS 813 1,015
    MICROSOFT CORP, 52.000 SHS 1,508 2,756
    MILLER HERMAN INC, 30 SHS 764 950
    MITSUBISHI ESTATE LTD A D R, 124 SH 3,508 2,375
    MOLINA HEALTHCARE INC, 15 SHS 825 726
    MONOTARO CO LTD UNSP A D R, 37 SH 476 1,279
    MTN GROUP LTD, 80 SHS 1,558 618
    MURPHY OIL CORP, 20 SHS 929 618
    NABORS INDUSTRIES LTD, 72 SH 923 677
    NASPERS LTD N SPON A D R, 100 SHS 1,246 1,470
    NATIONAL GRID PLC SP A D R, 25 SHS 1,772 1,845
    NESTLE SA SPONS ADR, 89 SHS 5,053 6,577
    NEW JERSEY RESOURCES CORP, 15 SHS 530 527
    NEWFEILD EXPL CO, 43 SHS 995 1,753
    NIKE INC, 25 SH 948 1,381
    NORTHROP GRUMMAN CORPORATION, 16 SHS 2,378 3,403
    NOVARTIS AG ADR, 18 SHS 1,250 1,431
    NOVO NORDISK AS ADR, 79 SHS 3,006 4,427
    NOVOZYMES A S UNSPONS A D R, 60 SHS 2,503 2,853
    OMNICELL INC, 30 SHS 838 971
    ORBITAL ATK INC, 50 SHS 3,983 4,352
    OTSUKA HOLDINGS LTD A D R, 93 SH 1,446 1,887
    PACKAGING CORP AMERICA, 20 SHS 1,008 1,365
    PARK24 CO LTD SPN A D R, 30 SHS 759 863
    PAYPAL HOLDINGS INC, 71 SHS 2,079 2,683
    PERRIGO CO; 45 SHS 6,727 4,313
    PINNACLE FOODS INC, 65 SHS 2,405 2,738
    PLATRONICS INC, 15 SHS 760 668
    PRAXAIR INC, 22 SHS 2,873 2,417
    PRICELINE COM INC, 6 SHS. 5,588 7,586
    PRIMORIS SERVICES CORP, 40 SHS 860 861
    PROGRESSIVE CORP, 50 SHS 1,349 1,665
    PRUDENTIAL FINANCIAL INC, 20 SHS 1,398 1,585
    QUALCOMM INC, 108 SHS. 6,596 5,931
    QUINTILES TRANSNATIONAL HOLD, 45 SHS 2,727 3,055
    RADIAN GROUP INC, 75 SHS 1,134 931
    RAYMOND JAMES FINL INC, 35 SHS 1,904 1,962
    RECKITT BENCKISER SPON A D R, 150 SHS 2,705 3,030
    REINSURANCE GROUP AMERICA, 15 SH 1,140 1,487
    RENAISSANCE RE HOLDINGS LTD, 15 SHS 1,517 1,733
    REPUBLIC SVCS INC, 55 SHS 2,220 2,655
    ROCHE HLDG LTD ADR, 185 SHS 4,242 6,083
    ROTORK PLC UNSPONSORED A D R, 223 SH 3,862 2,565
    ROYAL DUTCH SHELL A D R, 35 SHS 1,696 1,707
    ROYAL DUTCH SHELL PLC A D R, 55 SHS 2,413 2,667
    RYMAN HOSPITALITY PROPERTIES, 15 SHS 807 736
    SAP SE SPON A D R, 31 SHS 2,242 2,513
    SASOL LTD SPONSORED A D R, 24 SH 855 725
    SCANSOURCE INC, 15 SHS 566 576
    SCHWAB CHARLES CORP, 105 SHS 2,672 3,211
    SCHLUMBERGER LTD, 141 SHS 9,708 10,758
    SEALED AIR CORP, 65 SHS 2,766 3,019
    SECOM COMPANY LIMITED A D R, 102 SH 1,561 1,985
    SEIKO EPSON A D R, 185 SHS 1,388 1,643
    SENSATA TECHNOLOGIES HOLDING, 48 SH 1,922 1,775
    SEVEN & I HLDGS UNSPON A D R, 73 SHS 1,356 1,553
    SGS SA A D R, 123 SH 2,921 2,627
    SINCLAIR BROADCAST GROUP INC A, 35 SHS 890 1,107
    SKY PLC SPN A D R, 36 SHS 1,906 2,011
    SKYWEST INC, 50 SHS 749 1,180
    SKYWORKS SOLUTIONS INC, 30 SHS 2,049 2,003
    SMITH NEPHEW PLC SPON A D R, 45 SHS 1,508 1,548
    SNAP ON INC, 20 SHS 2,690 3,236
    SOCIETE GENERALE SPONS A D R, 191 SHS 1,826 1,585
    SONOVA HOLDING, 35 SHS. 564 932
    SOUTHWEST AIRLINES CO, 85 SHS 3,463 3,611
    SPIRIT AEROSYSTEMS HOLD CL A, 55 SHS 2,327 2,573
    STAMPS CO INC, 10 SHS 472 910
    STARBUCKS CORP, 30 SH 1,128 1,647
    STEELCASE INC CL A, 30 SHS 382 479
    STERICYCLE INC, 42 SHS 3,510 4,116
    STERIS CORP, 15 SHS 1,115 1,041
    STIFEL ENERGY CORP, 35 SHS 1,691 1,322
    SUNTORY BEVERAGE UNSPON A D R, 70 SHS 1,298 1,640
    SUNTRUST BKS INC, 65 SHS 2,365 2,848
    SUPER MICRO COMPUTER INC, 25 SHS 753 656
    SUPERNUS PHARMACEUTICALS INC, 70 SHS 796 1,366
    SVENSKA HANDELSBANKEN A UNSP A D R, 119 SHS 717 758
    SWIFT TRANSPORTATION CO, 45 SHS 1,238 701
    SYMRISE AG UNSPON A D R, 73 SHS 1,100 1,138
    SYNAPTICS INC, 10 SHS 723 678
    SYNGENTA A G A D R, 25 SHS 1,576 1,972
    SYNOPSYS INC, 35 SH 1,342 1,808
    SYSMEX CORP, 110 SHS 1,690 3,986
    TAIWAN SEMICONDUCTOR ADR, 289 SHS 5,472 7,144
    TARGET CORP, 30 SHS 2,213 2,063
    TD AMERITRADE HLDG CORP, 116 SH 3,296 3,790
    TEAM HEALTH HOLDINGS INC, 20 SHS 816 959
    TECHTRONIC INDUSTRIES SP ADR, 160 SHS 3,064 3,225
    TENCENT HLDGS LTD A D R, 95 SH 1,190 2,119
    TENNECO AUTOMOTIVE INC, 15 SHS 801 806
    TERADYNE INC, 140 SHS 2,698 2,773
    TESSERA TECHNOLOGIES INC, 100 SHS 2,865 3,227
    TEXAS ROADHOUSE INC, 20 SHS 695 896
    THE SCOTTS MIRACLE GRO COMPANY, 20 SHS 1,238 1,390
    THOR INDUSTRIES INC, 16 SH 929 1,040
    TJX COMPANIES INC, 50 SHS 3,406 3,806
    TOTAL SA SPON A D R, 40 SHS 1,782 1,941
    TRANSCANADA CORP, 418 SHS 14,785 17,330
    TRIPADVISOR INC, 28 SHS 1,959 1,897
    TRUEBLUE INC, 15 SHS 320 297
    TURKIYE GARANTI BANKASI AS ADR; 406 SHS 1,735 1,039
    UNIBAIL RODAMCO SE UNSP A D R, 81 SH 2,126 2,183
    UNICHARM CORPORATION ADR; 338 SHS 1,062 1,301
    UNILEVER PLC SPSD ADR, 30 SHS 1,007 1,367
    UNITED HEALTH GROUP INC, 25 SHS 2,897 3,342
    US CONCRETE INC, 15 SHS 673 962
    VALERO ENERGY CORP, 40 SHS 1,897 2,188
    VALSPAR CORP, 30 SHS 2,552 3,250
    VCA INC, 20 SHS 982 1,299
    VERISK ANALYTICS INC, 95 SHS. 5,943 7,542
    VISA INC CL A, 69 SHS 3,407 5,447
    VIVENDI SA UNSPON ADR, 40 SHS 838 790
    VODAFONE GROUP PLC ADR; 85 SHS 3,391 2,889
    VOYA FINANCIAL INC, 65 SHS 2,626 2,136
    WEB COM GROUP INC, 40 SHS 752 679
    WEC ENERGY GROUP INC, 22 SHS 1,163 1,323
    WELLCARE HEALTH PLANS INC, 10 SHS 757 1,014
    WESBANCO INC, 15 SHS 492 490
    WESTERN ALLIANCE BANCORPORATION, 50 SHS 1,316 1,885
    WESTERN REFINING INC, 65 SHS 2,128 1,381
    WILLIAM HILL PLC UNSPON A D R, 72 SHS 1,556 1,314
    WILSHIRE BANCORP, 70 SHS 666 800
    WINTRUST FINANCIAL CORP, 25 SHS 1,102 1,332
    WOODWARD INC, 20 SHS 918 1,139
    WORKDAY INC, 20 SHS 1,307 1,517
    WPP PLC SPONS ADR, 40 SHS 2,710 4,637
    XILINX INC, 35 SHS 1,478 1,659

    TY 2015 InvestmentsOtherSchedule2
    Name:
    BEIDERWELL FOUNDATION
     
    US BANK TRUSTEE
    EIN:
    61-1221699
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    AMERICAN TOWER CORP, 30 SHS AT COST 2,970 3,173
    ASHFORD HOSPITALITY TR INC, 75 SHS AT COST 711 377
    BAIRD AGGREGATE BOND FUND, 3703.704 SHS AT COST 40,000 40,370
    BOSTON PPTYS INC, 10 SHS AT COST 1,362 1,256
    BRANDYWINE REALTY TRUST, 50 SHS AT COST 797 790
    CAUSEWAY EMERGING MARKETS INSTL, 1993.210 SHS AT COST 25,035 19,234
    CBRE GROUP INC, 75 SHS AT COST 2,550 2,239
    COLUMBIA INCOME FUND, 3944.773 SHS AT COST 40,000 39,250
    COLUMBIA PROPERTY TRUST INC, 15 AT COST 321 309
    CROWN CASTLE INTL CORP, 20 SHS AT COST 1,720 1,816
    DRIEHAUS ACTIVE INCOME FUND; 4930.966 SHS AT COST 50,000 38,462
    DUPONT FABROS TECHNOLOGY, 30 SHS AT COST 1,024 1,269
    EPR PROPERTIES, 15 SHS AT COST 897 1,069
    FEDERATED INST HI YKD BD FD, 6949.946 SH AT COST 69,594 66,094
    FNMA #761341 5% 4/1/19, 517.350 SHS AT COST 528 535
    GLENMEDE SC EQUITY PORT ADV, 939.037 SHS AT COST 25,035 24,400
    GNMA II PASS THRU CERT POOL 1871 9% 9/20/24, 79.4 SHS AT COST 81 83
    GNMA PASS THRU CERT POOL 324679 8% 4/15/22, 373.06 SHS AT COST 369 404
    INV BALANCE RISK COMM STR Y, 2721.993 AT COST 16,441 18,700
    ISHARES CORE S&P SMALL-CAP ETF, 485 SHS AT COST 23,367 56,139
    ISHARES MSCI EAFE ETF, 101 SHS AT COST 6,005 5,896
    KITE REALTY GROUP TRUST, 30 SHS AT COST 890 806
    NEUBERGER BERMAN LONG SH INS, 1590.112 SH AT COST 19,034 20,353
    NEUBERGER BERMAN LONG SH INS, 5751.210 SH AT COST 73,270 73,615
    NUVEEN HIGH INCOME BOND FUND, 7972.666 SHS AT COST 70,000 57,084
    NUVEEN INFLATION PRO SEC CL I, 3952.681 SHS AT COST 42,874 44,231
    NUVEEN REAL ESTATE SECURIT CL I; 2483.726 SHS AT COST 26,588 59,138
    OPPENHEIMER DEVELOPING MKT I, 651.098 SH AT COST 24,683 19,930
    PENNYMAC MTG INV TR, 40 SHS AT COST 844 616
    ROBECO BOSTON PARTNERS LS RSRCH, 1903.988 SHS AT COST 29,207 28,617
    SPDR GOLD SHARES ETF, 175 SH AT COST 23,203 20,311
    SUMMIT HOTEL PROPERTIES INC, 65 SHS AT COST 818 761
    T ROWE PRICE MID CAP GROWTH, 304.744 SHS AT COST 25,035 22,923
    TCW EMERGING MARKETS INCOME FUND, 5631.982 SHS AT COST 47,470 44,324

    TY 2015 OtherExpensesSchedule
    Name:
    BEIDERWELL FOUNDATION
     
    US BANK TRUSTEE
    EIN:
    61-1221699
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYING AGENT FEES 269 269   0


    TY 2015 OtherIncomeSchedule2
    Name:
    BEIDERWELL FOUNDATION
     
    US BANK TRUSTEE
    EIN:
    61-1221699
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISCELLANEOUS INCOME 372 372 372


    TY 2015 TaxesSchedule
    Name:
    BEIDERWELL FOUNDATION
     
    US BANK TRUSTEE
    EIN:
    61-1221699
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 808 808   0