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
THE ANONYMOUS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)3019 BRIARCLIFF ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MOUNTAIN BROOK, AL35223
A Employer identification number

20-5224490
B Telephone number (see instructions)

(256) 878-8163
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$4,138,718J 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) 1,514,285
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 3,318 3,318  
4 Dividends and interest from securities... 76,545 76,545  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 276,055
b Gross sales price for all assets on line 6a 1,114,564
7 Capital gain net income (from Part IV, line 2)... 276,055
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,870,203 355,918  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 2,500 1,250   1,250
c Other professional fees (attach schedule).... Click to see attachment 16,583 16,583    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,861      
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 268 90   90
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 23,212 17,923   1,340
25 Contributions, gifts, grants paid....... 274,032 274,032
26 Total expenses and disbursements. Add lines 24 and 25 297,244 17,923   275,372
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,572,959
b Net investment income (if negative, enter -0-) 337,995
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............. 28,367 53,130 53,130
2 Savings and temporary cash investments......... 104,979 5,166 5,166
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)....... 1,545,157 Click to see attachment1,420,302 2,990,182
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).......... 606,051 Click to see attachment934,540 1,089,770
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment1,469 Click to see attachment470 Click to see attachment470
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,286,023 2,413,608 4,138,718
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........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 2,286,023 2,413,608
30 Total net assets or fund balances (see instructions)..... 2,286,023 2,413,608
31 Total liabilities and net assets/fund balances (see instructions). 2,286,023 2,413,608
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
2,286,023
2
Enter amount from Part I, line 27a .....................
2
1,572,959
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
3,858,982
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,445,374
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
2,413,608
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 3000 AMERICAN EXPRESS CREDIT CORP SE P 2015-07-10 2015-09-10
b 650 E M C CORP MASS COM - XXX-XX-XXXX P 2008-02-04 2015-03-13
c 56.6900 FEDERAL HOME LOAN MORTGAGE C P 2015-07-07 2015-10-15
d 69.8400 FEDERAL HOME LOAN MTGE CORP P 2015-07-07 2015-12-31
e 116.9300 FEDERAL NATIONAL MORTGAGE A P 2015-07-08 2015-10-26
84.6800 FEDERAL NATIONAL MORTGAGE AS P 2015-07-08 2015-12-31
199.8300 FEDERAL NATIONAL MORTGAGE A P 2015-07-08 2015-10-26
250 LAS VEGAS SANDS CORP P 2014-02-20 2015-01-29
1000 UNITED STATES TREASURY N/B DTD P 2015-07-06 2015-10-09
360 AMERICAN INTL GROUP INC - 026874 P 2014-08-20 2015-03-13
158.9900 FEDERAL HOME LOAN MORTGAGE P 2015-07-07 2015-08-17
52.3000 FEDERAL HOME LOAN MORTGAGE C P 2015-07-07 2015-11-16
143.0400 FEDERAL NATIONAL MORTGAGE A P 2015-07-09 2015-08-25
127.0200 FEDERAL NATIONAL MORTGAGE A P 2015-07-08 2015-11-25
92.5300 FEDERAL NATIONAL MORTGAGE AS P 2015-07-10 2015-08-25
118.0700 FEDERAL NATIONAL MORTGAGE A P 2015-07-08 2015-11-25
75 LAS VEGAS SANDS CORP P 2014-09-23 2015-01-29
3000 UNITED STATES TREASURY N/B DTD P 2015-07-06 2015-11-10
365 ANADARKO PETROLEUM CORP - 032511 P 2012-07-20 2015-01-29
123.6200 FEDERAL HOME LOAN MORTGAGE P 2015-07-07 2015-09-15
59.3300 FEDERAL HOME LOAN MORTGAGE C P 2015-07-07 2015-12-15
145.2100 FEDERAL NATIONAL MORTGAGE A P 2015-07-09 2015-09-25
109.9500 FEDERAL NATIONAL MORTGAGE A P 2015-07-08 2015-12-28
117.9500 FEDERAL NATIONAL MORTGAGE A P 2015-07-10 2015-09-25
140.7400 FEDERAL NATIONAL MORTGAGE A P 2015-07-08 2015-12-28
4000 MARATHON OIL CORP DTD 10/29/201 P 2015-07-06 2015-09-15
316000 UNITED STATES TREASURY DTD 11 P 2015-06-05 2015-07-06
35 ANADARKO PETROLEUM CORP - 0325111 P 2014-09-23 2015-01-29
116.8900 FEDERAL HOME LOAN MORTGAGE P 2015-07-07 2015-10-15
57.9300 FEDERAL HOME LOAN MORTGAGE C P 2015-07-07 2015-12-31
139.1100 FEDERAL NATIONAL MORTGAGE A P 2015-07-09 2015-10-26
125.2100 FEDERAL NATIONAL MORTGAGE A P 2015-07-08 2015-12-31
71.1300 FEDERAL NATIONAL MORTGAGE AS P 2015-07-10 2015-10-26
125.3800 FEDERAL NATIONAL MORTGAGE A P 2015-07-08 2015-12-31
25 MYLAN LABS INC P 2014-05-15 2015-01-29
2000 UNITED STATES TREASURY DTD 11/3 P 2015-06-05 2015-07-21
50 APPLE COMPUTER INC - XXX-XX-XXXX P 2012-11-07 2015-01-29
130.8300 FEDERAL HOME LOAN MORTGAGE P 2015-07-07 2015-11-16
64.7200 FEDERAL HOME LOAN MTG CORP P P 2015-07-07 2015-08-17
137.5600 FEDERAL NATIONAL MORTGAGE A P 2015-07-09 2015-11-25
32.9300 FEDERAL NATIONAL MORTGAGE AS P 2015-07-08 2015-08-25
73.4200 FEDERAL NATIONAL MORTGAGE AS P 2015-07-10 2015-11-25
137.6500 FEDERAL NATIONAL MORTGAGE A P 2015-07-08 2015-08-25
400 MYLAN LABS INC P 2014-05-15 2015-03-02
2000 UNITED STATES TREASURY DTD 11/3 P 2015-06-05 2015-07-21
75 CELGENE CORP - XXX-XX-XXXX P 2014-09-23 2015-01-29
103.8900 FEDERAL HOME LOAN MORTGAGE P 2015-07-07 2015-12-15
66.9400 FEDERAL HOME LOAN MTG CORP P P 2015-07-07 2015-09-15
148.7800 FEDERAL NATIONAL MORTGAGE A P 2015-07-09 2015-12-28
38.3300 FEDERAL NATIONAL MORTGAGE AS P 2015-07-08 2015-09-25
78.7100 FEDERAL NATIONAL MORTGAGE AS P 2015-07-10 2015-12-28
97.7900 FEDERAL NATIONAL MORTGAGE AS P 2015-07-08 2015-09-25
700 OPPENHEIMER MAIN STREET MID-CAP P 2008-02-04 2015-12-18
14000 UNITED STATES TREASURY DTD 11/ P 2015-06-05 2015-07-23
1200 CERNER CORP - XXX-XX-XXXX P 2006-08-01 2015-06-02
134.0600 FEDERAL HOME LOAN MORTGAGE P 2015-07-07 2015-12-31
44.0600 FEDERAL HOME LOAN MTG CORP P P 2015-07-07 2015-10-15
116.5900 FEDERAL NATIONAL MORTGAGE A P 2015-07-09 2015-12-31
40.5400 FEDERAL NATIONAL MORTGAGE AS P 2015-07-08 2015-10-26
57.0800 FEDERAL NATIONAL MORTGAGE AS P 2015-07-10 2015-12-31
80.7100 FEDERAL NATIONAL MORTGAGE AS P 2015-07-08 2015-10-26
3773.5850 PIMCO FDS TOTAL RET FD INS P 2009-03-20 2015-06-05
3000 UNITED STATES TREASURY DTD 11/3 P 2015-06-05 2015-08-27
585 CERNER CORP - XXX-XX-XXXX P 2006-08-02 2015-06-02
57.3800 FEDERAL HOME LOAN MORTGAGE C P 2015-07-07 2015-08-17
48.5400 FEDERAL HOME LOAN MTG CORP P P 2015-07-07 2015-11-16
70.8800 FEDERAL NATIONAL MORTGAGE AS P 2015-07-08 2015-08-25
25.7800 FEDERAL NATIONAL MORTGAGE AS P 2015-07-08 2015-11-25
70.1300 FEDERAL NATIONAL MORTGAGE AS P 2015-07-08 2015-08-25
86.5100 FEDERAL NATIONAL MORTGAGE AS P 2015-07-08 2015-11-25
900 PIONEER SELECT MID CAP GROWTH FD P 2008-02-04 2015-12-18
13000 UNITED STATES TREASURY DTD 11/ P 2015-06-05 2015-09-04
400 CERNER CORP - XXX-XX-XXXX P 2009-01-06 2015-06-02
46.4400 FEDERAL HOME LOAN MORTGAGE C P 2015-07-07 2015-09-15
32.0200 FEDERAL HOME LOAN MTG CORP P P 2015-07-07 2015-12-15
65.6100 FEDERAL NATIONAL MORTGAGE AS P 2015-07-08 2015-09-25
34.7400 FEDERAL NATIONAL MORTGAGE AS P 2015-07-08 2015-12-28
48.7800 FEDERAL NATIONAL MORTGAGE AS P 2015-07-08 2015-09-25
84.3900 FEDERAL NATIONAL MORTGAGE AS P 2015-07-08 2015-12-28
300 PRAXAIR INC COM P 2011-08-15 2015-06-02
3000 UNITED STATES TREASURY N/B DTD P 2015-07-06 2015-09-11
400 CERNER CORP - XXX-XX-XXXX P 2009-01-07 2015-06-02
28.3500 FEDERAL HOME LOAN MORTGAGE C P 2015-07-07 2015-10-15
69.7400 FEDERAL HOME LOAN MTG CORP P P 2015-07-07 2015-12-31
68.7500 FEDERAL NATIONAL MORTGAGE AS P 2015-07-08 2015-10-26
32.9100 FEDERAL NATIONAL MORTGAGE AS P 2015-07-08 2015-12-31
40.5300 FEDERAL NATIONAL MORTGAGE AS P 2015-07-08 2015-10-26
148.5700 FEDERAL NATIONAL MORTGAGE A P 2015-07-08 2015-12-31
350 PROCTER & GAMBLE CO COM P 2008-02-04 2015-09-15
515 WHOLE FOODS MKT INC - XXX-XX-XXXX P 2014-08-20 2015-09-15
400 CERNER CORP - XXX-XX-XXXX P 2009-01-08 2015-06-02
30.5700 FEDERAL HOME LOAN MORTGAGE C P 2015-07-07 2015-11-16
147.0300 FEDERAL HOME LOAN MTGE CORP P 2015-07-07 2015-08-17
67.3000 FEDERAL NATIONAL MORTGAGE AS P 2015-07-08 2015-11-25
126.5700 FEDERAL NATIONAL MORTGAGE A P 2015-07-08 2015-08-25
49.9300 FEDERAL NATIONAL MORTGAGE AS P 2015-07-08 2015-11-25
185 GILEAD SCIENCES INC P 2013-07-01 2015-01-29
150 PROCTER & GAMBLE CO COM P 2008-05-22 2015-09-15
SECURITIES LITIGATION SETTLEMENT PR P 2010-01-01 2015-09-11
350 CITIGROUP INC - XXX-XX-XXXX P 2013-07-31 2015-03-13
41.2800 FEDERAL HOME LOAN MORTGAGE C P 2015-07-07 2015-12-15
63.6600 FEDERAL HOME LOAN MTGE CORP P 2015-07-07 2015-09-15
62.4500 FEDERAL NATIONAL MORTGAGE AS P 2015-07-08 2015-12-28
98.8800 FEDERAL NATIONAL MORTGAGE AS P 2015-07-08 2015-09-25
46.5300 FEDERAL NATIONAL MORTGAGE AS P 2015-07-08 2015-12-28
.0550 GOOGLE INC CL C - W/I P 2011-02-24 2015-05-04
250 PROCTER & GAMBLE CO COM P 2014-09-23 2015-09-15
400 MYLAN NV P 2015-03-02 2015-09-15
3000 CITIGROUP INC DTD 01/10/2013 1. P 2015-07-07 2015-10-19
35.5600 FEDERAL HOME LOAN MORTGAGE C P 2015-07-07 2015-12-31
109.0900 FEDERAL HOME LOAN MTGE CORP P 2015-07-07 2015-10-15
49.8100 FEDERAL NATIONAL MORTGAGE AS P 2015-07-08 2015-12-31
76.6200 FEDERAL NATIONAL MORTGAGE AS P 2015-07-08 2015-10-26
54.1600 FEDERAL NATIONAL MORTGAGE AS P 2015-07-08 2015-12-31
3000 HEWLETT-PACKARD CO DTD 12/02/20 P 2015-07-07 2015-10-15
50 STRYKER CORP P 2008-02-04 2015-01-29
65 COGNIZANT TECHNOLOGY SOLUTIO CL A P 2014-09-23 2015-01-29
56.9100 FEDERAL HOME LOAN MORTGAGE C P 2015-07-07 2015-08-17
54.5900 FEDERAL HOME LOAN MTGE CORP P 2015-07-07 2015-11-16
125.2200 FEDERAL NATIONAL MORTGAGE A P 2015-07-08 2015-08-25
102.7800 FEDERAL NATIONAL MORTGAGE A P 2015-07-08 2015-11-25
138.2500 FEDERAL NATIONAL MORTGAGE A P 2015-07-08 2015-08-25
200 JOHNSON & JOHNSON COM P 2008-02-04 2015-01-29
225 TIFFANY & CO P 2012-12-12 2015-01-29
550 DANAHER CORP - XXX-XX-XXXX P 2012-03-20 2015-01-29
59.7000 FEDERAL HOME LOAN MORTGAGE C P 2015-07-07 2015-09-15
65.6400 FEDERAL HOME LOAN MTGE CORP P 2015-07-07 2015-12-15
133.6500 FEDERAL NATIONAL MORTGAGE A P 2015-07-08 2015-09-25
75.0900 FEDERAL NATIONAL MORTGAGE AS P 2015-07-08 2015-12-28
191.8600 FEDERAL NATIONAL MORTGAGE A P 2015-07-08 2015-09-25
200 JOHNSON & JOHNSON COM P 2014-02-20 2015-06-17
2000 UNITED STATES TREASURY N/B DTD P 2015-07-06 2015-10-09
(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 3,000   3,012 -12
b 16,786   10,615 6,171
c 57   58 -1
d 70   77 -7
e 117   124 -7
85   85  
200   217 -17
13,857   19,920 -6,063
1,031   1,036 -5
19,875   19,735 140
159   173 -14
52   53 -1
143   159 -16
127   135 -8
93   104 -11
118   129 -11
4,157   4,592 -435
3,079   3,108 -29
29,180   26,273 2,907
124   134 -10
59   60 -1
145   161 -16
110   117 -7
118   133 -15
141   153 -12
3,999   4,000 -1
317,605   317,901 -296
2,798   3,608 -810
117   127 -10
58   59 -1
139   155 -16
125   133 -8
71   81 -10
125   136 -11
1,372   1,182 190
2,009   2,012 -3
5,954   4,091 1,863
131   142 -11
65   69 -4
138   153 -15
33   34 -1
73   83 -10
138   147 -9
23,082   18,912 4,170
2,009   2,012 -3
9,041   7,002 2,039
104   113 -9
67   71 -4
149   165 -16
38   40 -2
79   89 -10
98   104 -6
17,682   13,601 4,081
14,062   14,084 -22
80,683   12,059 68,624
134   146 -12
44   47 -3
117   130 -13
41   42 -1
57   64 -7
81   86 -5
39,962   37,912 2,050
3,009   3,018 -9
39,333   6,026 33,307
57   61 -4
49   52 -3
71   74 -3
26   27 -1
70   71 -1
87   93 -6
32,463   24,513 7,950
13,036   13,078 -42
26,894   3,760 23,134
46   49 -3
32   34 -2
66   68 -2
35   36 -1
49   50 -1
84   90 -6
36,733   29,837 6,896
3,005   3,009 -4
26,894   3,735 23,159
28   30 -2
70   74 -4
69   72 -3
33   34 -1
41   42 -1
149   159 -10
23,769   23,435 334
16,493   19,696 -3,203
26,894   3,522 23,372
31   32 -1
147   162 -15
67   70 -3
127   127  
50   51 -1
19,243   9,596 9,647
10,187   9,850 337
30     30
18,875   18,204 671
41   44 -3
64   70 -6
62   65 -3
99   99  
47   47  
29   17 12
16,978   21,167 -4,189
19,672   23,082 -3,410
3,003   3,010 -7
36   38 -2
109   120 -11
50   52 -2
77   77  
54   55 -1
2,917   3,017 -100
4,678   3,410 1,268
3,587   2,905 682
57   58 -1
55   60 -5
125   133 -8
103   104 -1
138   150 -12
20,462   12,724 7,738
20,080   12,973 7,107
46,073   30,014 16,059
60   61 -1
66   72 -6
134   142 -8
75   76 -1
192   208 -16
19,710   18,395 1,315
2,063   2,072 -9
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       -12
b       6,171
c       -1
d       -7
e       -7
       
      -17
      -6,063
      -5
      140
      -14
      -1
      -16
      -8
      -11
      -11
      -435
      -29
      2,907
      -10
      -1
      -16
      -7
      -15
      -12
      -1
      -296
      -810
      -10
      -1
      -16
      -8
      -10
      -11
      190
      -3
      1,863
      -11
      -4
      -15
      -1
      -10
      -9
      4,170
      -3
      2,039
      -9
      -4
      -16
      -2
      -10
      -6
      4,081
      -22
      68,624
      -12
      -3
      -13
      -1
      -7
      -5
      2,050
      -9
      33,307
      -4
      -3
      -3
      -1
      -1
      -6
      7,950
      -42
      23,134
      -3
      -2
      -2
      -1
      -1
      -6
      6,896
      -4
      23,159
      -2
      -4
      -3
      -1
      -1
      -10
      334
      -3,203
      23,372
      -1
      -15
      -3
       
      -1
      9,647
      337
      30
      671
      -3
      -6
      -3
       
       
      12
      -4,189
      -3,410
      -7
      -2
      -11
      -2
       
      -1
      -100
      1,268
      682
      -1
      -5
      -8
      -1
      -12
      7,738
      7,107
      16,059
      -1
      -6
      -8
      -1
      -16
      1,315
      -9
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 2 276,055
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 -8,737
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 218,007 3,023,940 0.072094
2013 184,573 2,583,202 0.071451
2012 125,199 2,460,556 0.050882
2011 127,234 2,511,603 0.050658
2010 46,059 2,283,339 0.020172
2
Total of line 1, column (d) .....................
20.265257
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
0.053051
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
3,961,311
5
Multiply line 4 by line 3......................
5
210,152
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
3,380
7
Add lines 5 and 6........................
7
213,532
8
Enter qualifying distributions from Part XII, line 4.............
8
275,372
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 3,380
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 3,380
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,380
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 2,835
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,750
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,585
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 2,205
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet2,205 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
 
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletAL
    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
     
     
    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 ofbulletMICHAEL BRYANT CPA Telephone no.bullet (205) 912-8234

    Located atbullet600 UNIVERSITY PARK PLACE 350BIRMINGHAMAL ZIP+4bullet35209
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    A JEFFERSON MCDONALD JR DIR & PRESID
    0.00     		0 0 0
    3019 BRIARCLIFF ROAD
    MOUNTAIN BROOK,AL35223
    KERRY MCDONALD DIR & TREASU
    0.50     		0 0 0
    3019 BRIARCLIFF ROAD
    MOUNTAIN BROOK,AL35223
    JENNIFER M JONAS DIR & SECRET
    0.00     		0 0 0
    3019 BRIARCLIFF ROAD
    MOUNTAIN BROOK,AL35223
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    3,927,301
    b
    Average of monthly cash balances.......................
    1b
    90,176
    c
    Fair market value of all other assets (see instructions)................
    1c
    4,159
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,021,636
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    4,021,636
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    60,325
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,961,311
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    198,066
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    198,066
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    3,380
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,380
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    194,686
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    194,686
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    194,686
    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
    275,372
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    275,372
    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
    3,380
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    271,992
    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 7 194,686
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013...... 5,482
    e From 2014...... 72,446
    fTotal of lines 3a through e........ 77,928
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 275,372
    a Applied to 2014, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2015 distributable amount..... 194,686
    e Remaining amount distributed out of corpus 80,686
    5 Excess distributions carryover applied to 2015.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 158,614
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		158,614
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013.... 5,482
    d Excess from 2014.... 72,446
    e Excess from 2015.... 80,686
    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).)
    A JEFFERSON MCDONALD JR
    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
    AFMIN USA INC
    PO BOX 26369
    COLORADO SPRINGS,CO80936     		NONE 501(C)(3) GENERAL MONTHLY SUPPORT OF MINISTRY 14,400
    AFMIN USA INC
    PO BOX 26369
    COLORADO SPRINGS,CO80936     		NONE 501(C)(3) GENERAL CONTRIBUTION 25,000
    AFMIN USA INC
    PO BOX 26369
    COLORADO SPRINGS,CO80936     		NONE 501(C)(3) WOMENS MINISTRY OF AFMIN 25,000
    UNITED WORLD MISSION
    PO BOX 28260-2002
    CHARLOTTE,NC282602002     		NONE 501(C)(3) MISSIONARY SUPPORT 2,500
    MILLSAPS COLLEGE
    1701 NORTH STATE STREET
    JACKSON,MS392100001     		NONE 501(C)(3) MILLSAPS ANNUAL FUND 15,000
    JIMMIE HALE MISSION
    3420 SECOND AVENUE NORTH
    BIRMINGHAM,AL35222     		NONE 501(C)(3) GENERAL DONATION 2,500
    JOSIAH VENTURE
    PO BOX 4317
    WHEATON,IL601894317     		NONE 501(C)(3) MONTHLY MISSIONARY SUPPORT 3,600
    JOSIAH VENTURE
    PO BOX 4317
    WHEATON,IL601894317     		NONE 501(C)(3) UNRESTRICTED GRANT 60,000
    EN GEDI
    PO BOX 480
    WHEATON,IL601870480     		NONE 501(C)(3) SUPPORT OF MISSIONARIES 15,000
    WORLD VISION
    PO BOX 9716
    FEDERAL WAY,WA980639716     		NONE 501(C)(3) DONATION 420
    TWELVE STONES MINISTRIES
    4826 BEAR CREEK ROAD
    MORGANTOWN,IN46160     		NONE 501(C)(3) UNRESTRICTED GRANT 15,000
    HOPE INTERNATIONAL
    227 GRANITE RUN DR 250
    LANCASTER,PA17601     		NONE 501(C)(3) UNRESTRICTED GRANT 12,000
    RESTORATION ASSEMBLY
    PO BOX 611380
    BIRMINGHAM,AL35261     		NONE 501(C)(3) UNRESTRICTED GRANT 43,200
    HEART GALLERY OF ALABAMA
    716 37TH STREET SOUTH
    BIRMINGHAM,AL35222     		NONE 501(C)(3) UNRESTRICTED GRANT 2,500
    COMPASSION INTERNATIONAL
    12290 VOYAGER PARKWAY
    COLORADO SPRINGS,CO80921     		NONE 501(C)(3) SPONSORSHIP OF TWO CHILDREN 912
    STUDIO BY THE TRACTS
    PO BOX 101144
    IRONDALE,AL35210     		NONE 501(C)(3) GENERAL DONATION 2,500
    CHICAGO HOPE ACADEMY
    2189 W BOWLER STREET
    CHICAGO,IL60612     		NONE 501(C)(3) GENERAL DONATION FOR SCHOOL 10,000
    MISSION TRAINING INTERNATIONAL
    421 HWY 105
    PALMER LAKE,CO80133     		NONE 501(C)(3) GENERAL DONATION 15,000
    THE VILLAGE
    2103 VIRGINIA BLVD NW
    HUNTSVILLE,AL35811     		NONE 501(C)(3) GENERAL DONATION 7,000
    YOUNG LIFE
    2727 19TH PLACE SOUTH
    HOMEWOOD,AL35209     		NONE 501(C)(3) GENERAL DONATION 2,500
    Total .................................bullet 3a 274,032
    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 ...........     		    14 3,318  
    4 Dividends and interest from securities....     14 76,545  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............     		    14 276,055  
    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)..   355,918  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13355,918
    (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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2015
    Name of the organization
    THE ANONYMOUS FOUNDATION
     
    Employer identification number

    20-5224490
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
    Name of organization
    THE ANONYMOUS FOUNDATION
          		Employer identification number
    20-5224490
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    A JEFFERSON MCDONALD JR  
    3019 BRIARCLIFF ROAD
     
    MOUNTAIN BROOK, AL352231302

    		$ 1,514,285


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 3
    Name of organization
    THE ANONYMOUS FOUNDATION
          		Employer identification number

    20-5224490
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 1565 SHS ABBOTT LABORATORIES $ 73,195 2015-04-15
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 1332 SHS PEPSICO INC $ 129,071 2015-04-15
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 2985 SHS CERNER CORP $ 219,876 2015-04-15
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 2984 SHS ARCHER DANIELS MIDLAND $ 143,903 2015-04-15
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 1382 SHS TARGET CORP $ 114,499 2015-04-15
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 503 SHS CDK GLOBAL INC $ 23,759 2015-04-15
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Name of organization
    THE ANONYMOUS FOUNDATION
          		Employer identification number

    20-5224490
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 100 SHS AMGEN INC $ 16,439 2015-04-15
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 1294 SHS GENERAL DYNAMICS CORP $ 172,684 2015-04-15
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 1221 SHS AMGEN INC $ 200,714 2015-04-15
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 456 SHS INTERNATIONAL BUSINESS M $ 74,661 2015-04-15
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 124 SHS HALYARD HEALTH INC $ 6,124 2015-04-15
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 996 SHS KIMBERLY CLARK CORP COM $ 107,737 2015-04-15
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Name of organization
    THE ANONYMOUS FOUNDATION
          		Employer identification number

    20-5224490
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 1830 SHS APPLE INC $ 231,623 2015-04-15
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 4
    Name of organization
    THE ANONYMOUS FOUNDATION
          		Employer identification number

    20-5224490
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2015 AccountingFeesSchedule
    Name:
    THE ANONYMOUS FOUNDATION
    EIN:
    20-5224490
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    THE FOWLER GROUP, LLC 2,500 1,250   1,250

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    THE ANONYMOUS FOUNDATION
    EIN:
    20-5224490
    Name of Stock End of Year Book Value End of Year Fair Market Value
    1150 AT&T INC 39,715 39,572
    1565 ABBOTT LABS 1 70,284
    650 ABBVIE INC 42,462 38,506
    500 AMERICAN EXPRESS CO 21,969 34,775
    375 AMERICAN INTL GROUP INC 20,557 23,239
    1321 AMGEN INC 8,792 214,434
    400 ANADARKO PETROLEUM CORP    
    2330 APPLE INC 69,015 245,256
    2984 ARCHER DANIELS MIDLAND CO. 1 109,453
    400 AUTO DESK INC 14,444 24,372
    65 BLACKROCK INC 12,888 22,134
    325 BRISTOL MYERS SQUIBB CO. 19,899 22,357
    503 CDK GLOBAL INC 1 23,877
    535 CVS/CAREMARK CORPORATION 21,312 52,307
    350 CELGENE CORP 29,066 41,916
    335 CHEVRON CORP 28,538 30,137
    750 CISCO SYSTEMS INC 18,090 20,366
    800 CITIGROUP INC 39,494 41,400
    325 CITRIX SYSTEM INC 19,566 24,586
    400 COGNIZANT TECHNOLOGY SOLUTIONS 17,875 24,008
    550 DANAHER CORP DEL    
    475 WALT DISNEY CO 23,765 49,913
    650 E M C CORP MASS    
    375 ECOLAB INC 39,581 42,893
    425 EXXON MOBIL CORP 36,998 33,129
    125 FEDEX CORP 21,426 18,624
    2500 FORD MOTOR COMPANY COM 37,440 35,225
    1294 GENERAL DYNAMICS CORP 1 177,744
    750 GENERAL ELECTRIC CO 11,475 23,363
    190 GILEAD SCIENCES INC 13,551 19,226
    20 GOOGLE INC CL A 6,058 15,560
    20 GOOGLE INC CL B    
    20 GOOGLE INC CL C 6,026 15,178
    124 HALYARD HEALTH INC 1 4,143
    215 THE HERSHEY COMPANY 19,715 19,193
    450 HOLLYFRONTIER CORPORATION 20,817 17,951
    450 HONEYWELL INTERNATIONAL INC 34,580 46,607
    1250 INTEL CORP 26,911 43,063
    456 INTERNATIONAL BUSINESS MACHINES 1 62,755
    275 INTUIT INC 17,421 26,538
    800 J P MORGAN CHASE & CO 37,097 52,824
    200 JOHNSON & JOHNSON 12,724 20,544
    996 KIMBERLY CLARK CORP 1 126,791
    325 LAS VEGAS SANDS CORP    
    200 MCKESSON CORP 21,305 39,446
    200 MEAD JOHNSON NUTRITION COMPANY 20,083 15,790
    725 MERCK & CO. INC. NEW 24,977 38,294
    425 MYLAN INC    
    425 NEXTERA ENERGY, INC. 23,283 44,153
    850 NIKE INC CL B 40,257 53,125
    515 NORDSTROM INC 40,346 25,652
    1000 ORACLE CORPORATION 20,488 36,530
    1782 PEPSICO INC 31,013 178,057
    450 PHILIP MORRIS INTERNATIONAL INC    
    500 PHILLIPS 66 30,490 40,900
    300 PRAXAIR INC    
    750 PROCTER & GAMBLE CO    
    250 PRUDENTIAL FINANCIAL INC 20,107 20,352
    550 QUALCOMM INC 22,962 27,492
    1900 REGAL ENTMT GROUP CL A 40,160 35,853
    600 SCHLUMBERGER LTD 50,164 41,850
    1100 STARBUCKS CORP 39,667 66,033
    225 STRYKER CORP 14,837 20,912
    475 SUNTRUST BKS INC 20,239 20,349
    385 TJX COS INC NEW    
    1382 TARGET CORP 1 100,347
    1000 TEXAS INSTRS INC    
    175 THERMO FISHER SCIENTIFIC, INC. 8,844 24,824
    275 3M CO 21,906 41,426
    225 TIFFANY & CO    
    235 TRAVELERS COMPANIES, INC.    
    300 UNION PAC CORP 27,102 23,460
    375 UNITED TECHNOLOGIES CORP 33,915 36,026
    350 UNIVERSAL HLTH SVCS INC    
    400 VERIZON COMMUNICATIONS 14,205 18,488
    200 VISA INC - CLASS A SHRS    
    500 WAL MART STORES INC    
    400 WASTE MANAGEMENT INC 21,060 21,348
    1200 WELLS FARGO & CO 43,617 65,232
    515 WHOLE FOODS MKT INC    
    475 ACCENTURE PLC SEDOL    
    1200 INVESTCO LTD    
    250 LYNDONELLBASELL INDUSTRIES CLA    
    1000 INVESCO LTD    
    250 LYONDELLBASELL INDUSTRIES - CL A    

    TY 2015 InvestmentsOtherSchedule2
    Name:
    THE ANONYMOUS FOUNDATION
    EIN:
    20-5224490
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    5700 OPPENHEIMER MAIN ST SMALL CAP F FMV 107,683 146,832
    4000 PIONEER SELECT MID CAP GROWTH F FMV 108,702 147,200
    3500 ARTISIAN INTERNATIONAL VALUE FD FMV 100,590 110,985
    450 ISHARES MSCI EMERGING MARKETS FMV 17,532 14,486
    7000 MFS RESH INTL FD CL I FMV 66,150 113,330
    3773.585 PIMCO TOTAL RETURN INSTL FD FMV    
    17750 PIONEER BOND FUND CLASS Y FD FMV    
    1000 INVESCO LTD FMV 32,505 33,480
    450 LYONDELLBASELL INDUCTIRES - CL A FMV 33,868 39,105
    COMMERCIAL PAPER - VARIOUS FMV 260,922 280,219
    TREASURY NOTEF - VARIOUS FMV 97,271 96,610
    US GOVERNMENT AGENCIES NOTE - VARIOU FMV 73,854 73,143
    MISCELLANEOUS NOTES & COMMERCIAL PAP FMV 35,463 34,380

    TY 2015 OtherAssetsSchedule
    Name:
    THE ANONYMOUS FOUNDATION
    EIN:
    20-5224490
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED FORM 1099 DIVIDENDS 1,469 470 470


    TY 2015 OtherDecreasesSchedule
    Name:
    THE ANONYMOUS FOUNDATION
    EIN:
    20-5224490
    Description Amount
    ADJUSTMENT FOR APPRECIATION OF CONTRIBUTION REC. 1,445,374


    TY 2015 OtherExpensesSchedule
    Name:
    THE ANONYMOUS FOUNDATION
    EIN:
    20-5224490
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    BANK FEES 180 90   90
    OTHER EXPENSES 88      


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    THE ANONYMOUS FOUNDATION
    EIN:
    20-5224490
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    REGIONS BANK - INVESTMENT FEES 16,583 16,583    


    TY 2015 TaxesSchedule
    Name:
    THE ANONYMOUS FOUNDATION
    EIN:
    20-5224490
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 336      
    EXCISE TAXES 3,525