Form990-PF
Click to see attachment

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
Thomas and Candace Dee
Family Foundation
Number and street (or P.O. box number if mail is not delivered to street address)1575 Devonshire Drive
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Salt Lake City, UT84108
A Employer identification number

27-3949457
B Telephone number (see instructions)

(801) 647-0604
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$5,754,942J 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 2,857 2,857 2,857
4 Dividends and interest from securities... 138,543 138,543 138,543
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 278,268
b Gross sales price for all assets on line 6a 586,524
7 Capital gain net income (from Part IV, line 2)... 278,268
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........ 419,668 419,668 141,400
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 1,477      
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 847 847    
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 list of attachments 31,442 31,442    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 33,766 32,289   0
25 Contributions, gifts, grants paid....... 235,026 235,026
26 Total expenses and disbursements. Add lines 24 and 25 268,792 32,289   235,026
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 150,876
b Net investment income (if negative, enter -0-) 387,379
c Adjusted net income (if negative, enter -0-)... 141,400
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......... 28,946 27,127 27,127
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)....... 1,266,927 Click to see attachment1,411,953 1,411,953
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).......... 4,389,580 Click to see attachment4,315,862 4,315,862
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) 5,685,453 5,754,942 5,754,942
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.................. 5,685,453 5,754,942
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    
30 Total net assets or fund balances (see instructions)..... 5,685,453 5,754,942
31 Total liabilities and net assets/fund balances (see instructions). 5,685,453 5,754,942
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
5,685,453
2
Enter amount from Part I, line 27a .....................
2
150,876
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
5,836,329
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
81,387
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
5,754,942
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 17.25600 Shs DEUTSCHE PORTFOLIO TR P 2014-08-25 2015-07-28
b 17.42600 Shs DEUTSCHE PORTFOLIO TR P 2014-09-24 2015-07-28
c 22.94500 Shs DEUTSCHE PORTFOLIO TR P 2012-01-25 2015-07-28
d 23.34099 Shs DEUTSCHE PORTFOLIO TR P 2012-02-23 2015-07-28
e 23.50899 Shs DEUTSCHE PORTFOLIO TR P 2012-03-26 2015-07-28
23.49899 Shs DEUTSCHE PORTFOLIO TR P 2012-04-24 2015-07-28
23.81199 Shs DEUTSCHE PORTFOLIO TR P 2012-05-24 2015-07-28
23.96500 Shs DEUTSCHE PORTFOLIO TR P 2012-06-25 2015-07-28
23.99000 Shs DEUTSCHE PORTFOLIO TR P 2012-07-25 2015-07-28
24.11000 Shs DEUTSCHE PORTFOLIO TR P 2012-08-27 2015-07-28
23.92099 Shs DEUTSCHE PORTFOLIO TR P 2012-09-24 2015-07-28
24.03099 Shs DEUTSCHE PORTFOLIO TR P 2012-10-25 2015-07-28
24.14799 Shs DEUTSCHE PORTFOLIO TR P 2012-11-26 2015-07-28
24.28599 Shs DEUTSCHE PORTFOLIO TR P 2012-12-11 2015-07-28
24.09599 Shs DEUTSCHE PORTFOLIO TR P 2013-01-25 2015-07-28
24.10000 Shs DEUTSCHE PORTFOLIO TR P 2013-02-22 2015-07-28
24.24699 Shs DEUTSCHE PORTFOLIO TR P 2013-03-22 2015-07-28
23.00799 Shs DEUTSCHE PORTFOLIO TR P 2013-04-24 2015-07-28
21.26799 Shs DEUTSCHE PORTFOLIO TR P 2013-05-24 2015-07-28
21.48599 Shs DEUTSCHE PORTFOLIO TR P 2013-06-24 2015-07-28
21.49599 Shs DEUTSCHE PORTFOLIO TR P 2013-07-25 2015-07-28
20.28399 Shs DEUTSCHE PORTFOLIO TR P 2013-08-26 2015-07-28
20.27000 Shs DEUTSCHE PORTFOLIO TR P 2013-09-24 2015-07-28
20.40099 Shs DEUTSCHE PORTFOLIO TR P 2013-10-25 2015-07-28
16.78799 Shs DEUTSCHE PORTFOLIO TR P 2013-11-22 2015-07-28
16.86299 Shs DEUTSCHE PORTFOLIO TR P 2013-12-10 2015-07-28
16.83199 Shs DEUTSCHE PORTFOLIO TR P 2014-01-27 2015-07-28
16.71500 Shs DEUTSCHE PORTFOLIO TR P 2014-02-24 2015-07-28
16.87599 Shs DEUTSCHE PORTFOLIO TR P 2014-03-25 2015-07-28
16.97000 Shs DEUTSCHE PORTFOLIO TR P 2014-04-24 2015-07-28
17.01000 Shs DEUTSCHE PORTFOLIO TR P 2014-05-23 2015-07-28
17.03099 Shs DEUTSCHE PORTFOLIO TR P 2014-06-24 2015-07-28
17.12429 Shs DEUTSCHE PORTFOLIO TR P 2014-07-25 2015-07-28
200.00000 Shs POTASH CORP OF SASKATCHEWAN P 2011-12-30 2015-07-28
667.00000 Shs ENERGY SELECT P 2011-02-15 2015-07-28
4196.13500 Shs DEUTSCHE PORTFOLIO TR P 2011-01-28 2015-07-28
18.79299 Shs DEUTSCHE PORTFOLIO TR P 2011-02-22 2015-07-28
18.47799 Shs DEUTSCHE PORTFOLIO TR P 2011-03-25 2015-07-28
18.29899 Shs DEUTSCHE PORTFOLIO TR P 2011-04-25 2015-07-28
18.49500 Shs DEUTSCHE PORTFOLIO TR P 2011-05-24 2015-07-28
18.74099 Shs DEUTSCHE PORTFOLIO TR P 2011-06-24 2015-07-28
19.53000 Shs DEUTSCHE PORTFOLIO TR P 2011-07-25 2015-07-28
21.50599 Shs DEUTSCHE PORTFOLIO TR P 2011-08-25 2015-07-28
22.50599 Shs DEUTSCHE PORTFOLIO TR P 2011-09-26 2015-07-28
22.37599 Shs DEUTSCHE PORTFOLIO TR P 2011-10-25 2015-07-28
22.90699 Shs DEUTSCHE PORTFOLIO TR P 2011-11-23 2015-07-28
23.14000 Shs DEUTSCHE PORTFOLIO TR P 2011-12-09 2015-07-28
563.69800 Shs HUSSMAN STRATEGIC P 2011-05-12 2015-04-10
1180.63800 Shs HUSSMAN STRATEGIC P 2011-05-12 2015-07-28
1457.14300 Shs BLACKROCK EQUITY DIVIDEND P 2011-10-18 2015-04-07
2012.31400 Shs BLACKROCK EQUITY DIVIDEND P 2011-10-18 2015-06-04
580.56100 Shs BLACKROCK EQUITY DIVIDEND P 2011-10-18 2015-12-14
54.00000 Shs AUTONATION INC P 2015-06-11 2015-12-22
26.00000 Shs EOG RESOURCES INC P 2014-09-09 2015-08-31
49.00000 Shs EOG RESOURCES INC P 2014-11-18 2015-10-12
8.00000 Shs GOLDMAN SACHS GRP INC P 2015-06-26 2015-11-20
98.00000 Shs YAHOO INC P 2014-12-15 2015-08-28
46.00000 Shs ALLIED WORLD ASSUR CO P 2012-02-24 2015-11-05
93.00000 Shs BE AEROSPACE INC P 2012-05-08 2015-03-17
3.00000 Shs BLACKROCK INC P 2013-04-23 2015-01-28
6.00000 Shs BLACKROCK INC P 2013-04-23 2015-10-12
9.00000 Shs BLACKROCK INC P 2014-02-05 2015-10-12
28.00000 Shs BRISTOW GROUP INC P 2014-01-13 2015-09-28
21.00000 Shs BRISTOW GROUP INC P 2014-01-15 2015-09-28
6.00000 Shs BRISTOW GROUP INC P 2014-01-15 2015-09-29
39.00000 Shs BRISTOW GROUP INC P 2014-04-04 2015-09-29
8.00000 Shs COMCAST CORP (NEW) CLASS A P 2012-11-29 2015-01-28
5.00000 Shs CVS HEALTH CORP COM P 2013-07-16 2015-01-28
55.00000 Shs EOG RESOURCES INC P 2013-11-05 2015-06-26
37.00000 Shs EOG RESOURCES INC P 2013-11-05 2015-08-31
9.00000 Shs EOG RESOURCES INC P 2014-09-09 2015-10-12
32.00000 Shs GRIFOLS SA ADR P 2014-02-20 2015-06-15
49.00000 Shs GRIFOLS SA ADR P 2014-04-22 2015-06-15
23.00000 Shs GRIFOLS SA ADR P 2014-04-22 2015-06-26
55.00000 Shs GRIFOLS SA ADR P 2014-05-08 2015-06-26
3.00000 Shs JPMORGAN CHASE & CO P 2013-01-28 2015-01-28
31.00000 Shs JPMORGAN CHASE & CO P 2013-01-28 2015-02-09
11.00000 Shs JPMORGAN CHASE & CO P 2013-03-26 2015-02-09
39.00000 Shs JPMORGAN CHASE & CO P 2013-03-26 2015-11-10
46.00000 Shs KLX INC COM P 2012-05-08 2015-06-11
611.00000 Shs LLOYDS BANKING GROUP PLC P 2013-10-01 2015-04-13
366.00000 Shs LLOYDS BANKING GROUP PLC P 2013-10-01 2015-11-05
213.00000 Shs LLOYDS BANKING GROUP PLC P 2013-10-01 2015-11-18
189.00000 Shs LLOYDS BANKING GROUP PLC P 2013-12-20 2015-11-18
31.00000 Shs NORTHROP GRUMMAN CP P 2013-09-17 2015-04-06
1.00000 Shs NORTHROP GRUMMAN CP P 2013-09-17 2015-07-16
61.00000 Shs SCHLUMBERGER LTD P 2014-09-18 2015-12-29
51.00000 Shs SCHLUMBERGER LTD P 2014-09-19 2015-12-29
61.00000 Shs SEVEN & I HLDGS CO P 2012-07-05 2015-01-14
228.00000 Shs SEVEN & I HLDGS CO P 2012-08-20 2015-01-14
1.00000 Shs SHIRE PLC ADR P 2013-02-04 2015-01-28
201.00000 Shs SUMITOMO MITSUI FINL GROUP P 2013-03-11 2015-10-06
398.00000 Shs SUMITOMO MITSUI FINL GROUP P 2013-03-11 2015-10-07
3.00000 Shs TOYOTA MOTOR CP ADR P 2013-08-01 2015-07-16
7.00000 Shs TOYOTA MOTOR CP ADR P 2013-08-01 2015-10-13
31.00000 Shs TOYOTA MOTOR CP ADR P 2013-09-11 2015-10-13
21.00000 Shs TOYOTA MOTOR CP ADR P 2013-09-11 2015-12-22
18.00000 Shs TOYOTA MOTOR CP ADR P 2013-09-23 2015-12-22
23.00000 Shs UBS GROUP AG SHS P 2012-09-12 2015-01-28
2.00000 Shs YAHOO INC P 2013-07-16 2015-08-18
198.00000 Shs YAHOO INC P 2013-08-27 2015-08-18
42.00000 Shs YAHOO INC P 2013-08-27 2015-08-28
60.00000 Shs YAHOO INC P 2014-03-13 2015-08-28
4.00000 Shs ACTAVIS PLC P 2013-09-30 2015-01-28
17.00000 Shs ACTAVIS PLC P 2013-09-30 2015-03-25
2.00000 Shs ALLERGAN PLC SHS P 2013-09-30 2015-07-16
0.00000 Shs RYANAIR HLDGS PLC ADR P 2012-02-24 2015-10-27
Capital Gain Dividends      
(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 157   162 -5
b 159   163 -4
c 209   210 -1
d 212   215 -3
e 214   218 -4
214   218 -4
217   220 -3
218   221 -3
218   222 -4
219   224 -5
218   224 -6
219   226 -7
220   226 -6
221   228 -7
219   228 -9
219   228 -9
221   230 -9
209   219 -10
194   203 -9
196   203 -7
196   204 -8
185   191 -6
184   191 -7
185   193 -8
153   159 -6
153   159 -6
153   160 -7
152   158 -6
154   160 -6
154   160 -6
155   160 -5
155   161 -6
156   161 -5
5,459   8,285 -2,826
47,223   50,003 -2,780
38,185   39,700 -1,515
171   178 -7
168   174 -6
166   173 -7
168   174 -6
170   174 -4
178   182 -4
196   189 7
205   200 5
203   201 2
208   206 2
211   208 3
5,000   6,973 -1,973
10,000   14,604 -4,604
36,000   25,529 10,471
50,000   35,256 14,744
12,000   10,171 1,829
3,245   3,443 -198
2,035   2,643 -608
4,191   4,786 -595
1,535   1,709 -174
3,250   4,891 -1,641
1,665   1,046 619
5,725   2,991 2,734
1,054   765 289
1,885   1,530 355
2,827   2,604 223
737   2,102 -1,365
553   1,618 -1,065
157   462 -305
1,019   3,003 -1,984
443   294 149
504   305 199
4,850   4,973 -123
2,895   3,345 -450
770   915 -145
974   1,263 -289
1,491   1,951 -460
716   916 -200
1,713   2,222 -509
167   140 27
1,791   1,449 342
636   535 101
2,634   1,895 739
2,036   1,178 858
2,852   2,983 -131
1,637   1,787 -150
968   1,040 -72
859   966 -107
5,043   3,057 1,986
170   99 71
4,296   6,368 -2,072
3,592   5,289 -1,697
1,078   1,060 18
4,029   3,706 323
222   102 120
1,597   1,704 -107
3,154   3,374 -220
408   380 28
853   886 -33
3,778   3,947 -169
2,634   2,674 -40
2,258   2,333 -75
387   296 91
72   55 17
7,103   5,356 1,747
1,393   1,136 257
1,990   2,287 -297
1,112   576 536
5,150   2,448 2,702
635   288 347
2     2
      265,535
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       -5
b       -4
c       -1
d       -3
e       -4
      -4
      -3
      -3
      -4
      -5
      -6
      -7
      -6
      -7
      -9
      -9
      -9
      -10
      -9
      -7
      -8
      -6
      -7
      -8
      -6
      -6
      -7
      -6
      -6
      -6
      -5
      -6
      -5
      -2,826
      -2,780
      -1,515
      -7
      -6
      -7
      -6
      -4
      -4
      7
      5
      2
      2
      3
      -1,973
      -4,604
      10,471
      14,744
      1,829
      -198
      -608
      -595
      -174
      -1,641
      619
      2,734
      289
      355
      223
      -1,365
      -1,065
      -305
      -1,984
      149
      199
      -123
      -450
      -145
      -289
      -460
      -200
      -509
      27
      342
      101
      739
      858
      -131
      -150
      -72
      -107
      1,986
      71
      -2,072
      -1,697
      18
      323
      120
      -107
      -220
      28
      -33
      -169
      -40
      -75
      91
      17
      1,747
      257
      -297
      536
      2,702
      347
      2
       
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 2 278,268
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 -3,225
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 197,617 4,820,377 0.04100
2013 170,798 4,072,515 0.04194
2012 100,000 3,631,565 0.02754
2011   1,753,940  
2010      
2
Total of line 1, column (d) .....................
20.110471
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
0.027618
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
5,608,180
5
Multiply line 4 by line 3......................
5
154,887
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
3,874
7
Add lines 5 and 6........................
7
158,761
8
Enter qualifying distributions from Part XII, line 4.............
8
235,026
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 3,874
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 3,874
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 3,874
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 5,500
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 7,748
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 3,874
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   RefundedBullet 11 3,874
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
No
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
     
    No
    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)
    bulletUT
    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 ofbulletThomas D Dee III Telephone no.bullet (801) 647-0604

    Located atbullet1575 Devonshire DriveSalt Lake CityUT ZIP+4bullet841082552
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
    No
    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
     
    No
    .........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
     
    No
    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
    Thomas D Dee III Trustee
    2.00     		0    
    1575 Devonshire Drive
    Salt Lake City,UT841082552
    Candace C Dee Trustee
    2.00     		0    
    1575 Devonshire Drive
    Salt Lake City,UT841082552
    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  
    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
    5,636,743
    b
    Average of monthly cash balances.......................
    1b
    56,841
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,693,584
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    5,693,584
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    85,404
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,608,180
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    280,409
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    280,409
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    3,874
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,874
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    276,535
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    276,535
    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
    276,535
    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
    235,026
    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
    235,026
    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
    3,874
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    231,152
    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 7 276,535
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 231,575
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 235,026
    a Applied to 2014, but not more than line 2a 231,575
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2015 distributable amount..... 3,451
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2015.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		273,084
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015....  
    Form 990-PF (2015)
    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).)
    Thomas D Dee III
    Candace C Dee
    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
    McKay-Dee Foundation
    4401 Harrison Blvd
    Ogden,UT84403     		N/A 501(c)(3) To support McKay-Dee Hospital Center by providing resources to meet community needs, ensuring the availability of quality healthcare today and tomorrow 16,026
    Ronald McDonald House Charities
    935 East South Temple
    Salt Lake City,UT84102     		N/A 501(c)(3) To create, find and support programs that directly improve the health and well being of children 5,000
    United Way
    257 East 200 South Suite 300
    Salt Lake City,UT84111     		N/A 501(c)(3) To improve lives and build strong communities by uniting individuals and organizations with the will, passion, expertise, and resources needed to solve problems 50,000
    Univ of Utah Women's Scholarship Fu
    201 South 1460 East 105
    Salt Lake City,UT84112     		N/A 501(c)(3) University of Utah scholarship in any academic discipline for women with a cumulative GPA of 3.5 who have excelled academically and are involved in extracurricular activities. 2,000
    John A Moran Eye Center
    65 Mario Capecchi Drive
    Salt Lake City,UT84132     		N/A 501(c)(3) To provide the latest advances in LASIK, refractive surgery, and other optometry services. 50,000
    Lewis Clark College
    0615 SW Palatine Hill Road
    Portland,OR97219     		N/A 501(c)(3) To know the traditions of the liberal arts, to test their boundaries through ongoing exploration, and to hand on to successive generations the tools and discoveries of this quest. 25,000
    The Nature Conservancy of Utah
    559 East South Temple
    Salt Lake City,UT84102     		N/A 501(c)(3) To conserve the lands and waters on which all life depends. 15,000
    Utah Symphony
    123 West South Temple
    Salt Lake City,UT84101     		N/A 501(c)(3) To connect the community through great live music. To perform. To engage. To inspire. 2,500
    Grayson Seth Jenson Memorial Schola
    201 South 1460 East Room 105
    Salt Lake City,UT84112     		N/A   University of Utah scholarship for graduate students in Educational Psychology-School Psychology who has a desire to work with children or adolescents who have difficulty in adjustment or achievement. 1,000
    American Cancer Society
    941 East 3300 South
    Salt Lake City,UT84106     		N/A 501(c)(3) To help people stay well and get well, find cures, and fight back against cancer. 5,000
    Salt Lake County Children's Justice
    257 11th Avenue B Street
    Salt Lake City,UT84103     		N/A 501(c)(3) To provide a comfortable, child-friendly atmosphere where children receive coordinated services during the child abuse investigative process. 1,000
    Boys and Girls Club of SLC
    669 South 200 East Suite 100
    Salt Lake City,UT84111     		N/A 501(c)(3) To inspire and enable the youth in our communities, especially those who need us most, to become caring and responsible individuals through guidance oriented adult relationships 2,500
    University of Utah College of Educa
    540 Arapeen Drive Suite 250
    Salt Lake City,UT84108     		N/A 501(c)(3) To create a learning environment that fosters discovery and dissemination of knowledge to promote learning, equitable access, and enhanced learning outcomes for all students 25,000
    Westminster College
    1840 South 1300 East
    Salt Lake City,UT84105     		N/A 501(c)(3) To provide transformational learning experiences for both undergraduate and graduate students in a truly student-centered environment 2,500
    University of Utah - College of Nur
    10 South 2000 East
    Salt Lake City,UT84112     		N/A 501(c)(3) To advance health through excellence in nursing, gerontology and interdisciplinary teaching, research, practice, and service 30,000
    Conservation Lands Foundation
    835 East 2nd Avenue Suite 314
    Durango,CO81301     		N/A 501(c)(3) To protect, restore and expand the national conservation lands through education, advocacy, and partnerships 2,500
    Total .................................bullet 3a 235,026
    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 ...........     		        2,857
    4 Dividends and interest from securities....         138,543
    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 ............     		        278,268
    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)..     419,668
    13Total. Add line 12, columns (b), (d), and (e)..................
    13419,668
    (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: 15000324
    Software Version: 2015v3.0


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    Thomas and Candace Dee
     
    Family Foundation
    EIN:
    27-3949457
    Software ID:
    15000324
    Software Version:
    2015v3.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Income Tax Preparation Fees 1,477 0 0 0

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    Thomas and Candace Dee
     
    Family Foundation
    EIN:
    27-3949457
    Software ID:
    15000324
    Software Version:
    2015v3.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Apple, Inc. (378 Shs) 39,788 39,788
    General Electric Company (21,242 Shs) 661,688 661,688
    Potash Corp of Saskatch, Inc (200 Shs)    
    United Health Group Inc. (433 Shs) 50,938 50,938
    Allied World Assur Co (442 Shs) 16,438 16,438
    AMGEN, Inc. (199 Shs) 32,304 32,304
    Apple, Inc. (343 Shs) 36,104 36,104
    BE Aerospace, Inc. (93 Shs)    
    British Amer TOB (96 Shs) 10,603 10,603
    BT GP PLC (980 Shs) 33,918 33,918
    Comcast (531 Shs) 29,964 29,964
    JP Morgan Chase (103 Shs) 6,801 6,801
    MasterCard Inc. (217 Shs) 21,127 21,127
    Ryanair Holdings (350 Shs) 30,261 30,261
    Seven & I Holdings (289 Shs)    
    Shire, PLC (168 Shs) 34,440 34,440
    UBS AG (929 Shs) 17,995 17,995
    Actavis PLC (175 Shs)    
    Biogen IDEC Inc (81 Shs) 24,814 24,814
    Blackrock Inc (16 Shs) 5,448 5,448
    CVS Health Corp (443 Shs) 43,312 43,312
    EOG Resources Inc (176 Shs)    
    Jarden Corp (306 Shs) 17,479 17,479
    Lloyds Banking Group (1,301 Shs) 5,672 5,672
    Northrop Grumman (108 Shs) 20,391 20,391
    Phillips 66 Com (148 Shs) 12,106 12,106
    Sumitomo Mitsui (3,145 Shs) 23,871 23,871
    Toyota Motor CP (170 Shs) 20,917 20,917
    Yahoo Inc (400 Shs)    
    Aercap Holdings (664 Shs) 28,658 28,658
    Bristow Group (94 Shs)    
    Grifols SA ADR (159 Shs)    
    KLX Inc (46 Shs)    
    Schlumberger Ltd (285 Shs) 19,879 19,879
    Taiwan Smcndctr (1,443 Shs) 32,828 32,828
    Disney Walt Company (100 Shs) 10,508 10,508
    Allergan PLC (152 Shs) 47,500 47,500
    Alphabet Inc (15 Shs) 11,670 11,670
    Amtrust Financial (134 Shs) 8,252 8,252
    Emerson Electric Co (140 Shs) 6,696 6,696
    Goldman Sachs Group Inc (25 Shs) 4,506 4,506
    JetBlue Airways Corp (176 Shs) 3,986 3,986
    National Oilwell Varco Inc (230 Shs) 7,703 7,703
    Nippon Telegraph (321 Shs) 12,757 12,757
    Orix Corp (138 Shs) 9,693 9,693
    Synchrony Financial (210 Shs) 6,386 6,386
    Tencent Hldgs (232 Shs) 4,552 4,552

    TY 2015 InvestmentsOtherSchedule2
    Name:
    Thomas and Candace Dee
     
    Family Foundation
    EIN:
    27-3949457
    Software ID:
    15000324
    Software Version:
    2015v3.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Blackrock Equity Div A (92,081.196 Shs) FMV 1,929,101 1,929,101
    Blackrock Strat Opp A (52,910.625 Shs) FMV 516,937 516,937
    Energy Select (667 Shs) FMV    
    iShares iBoxx $ Yield (259 Shs) FMV 20,870 20,870
    iShares MSCI EAFE Index (1,475 Shs) FMV 86,612 86,612
    iShares Russell Midcap Value (421 Shs) FMV 28,906 28,906
    iShares Russell Midcap Index (48 Shs) FMV 7,689 7,689
    iShares S&P Smallcap (273 Shs) FMV 33,937 33,937
    iShares S&P SmallCap (219 Shs) FMV 23,687 23,687
    iShares Tr Russ Midcap Growth (504 Shs) FMV 46,328 46,328
    iShares Tr Russ 3000 Index (1,256 Shs) FMV 151,109 151,109
    iShares Tr MSCI Emerg Mkts (643 Shs) FMV 20,698 20,698
    Simon Prop Group REIT, Inc. (169 Shs) FMV 32,860 32,860
    SPDR Dow Jones Global RE (327 Shs) FMV 15,304 15,304
    Vanguard Short Term Bond (130 Shs) FMV 10,344 10,344
    Wisdomtree Man ET Fut (500 Shs) FMV 20,895 20,895
    Fidelity Advisor II FLTG (2,870.197 Shs) FMV 26,176 26,176
    Hussman Strategic Growth (1,124.179 Shs) FMV 9,196 9,196
    Mainstay FDS Conv FD (1,543.244 Shs) FMV 23,349 23,349
    DWS Portfolio TR FLTG (5,114.010 Shs) FMV    
    Prud ST Corp Bond Z (2,172.024 Shs) FMV 23,957 23,957
    Transamerica Fds Multi (5,924.414 Shs) FMV 55,453 55,453
    Powershares QQQ TR (300 Shs) FMV 33,558 33,558
    Vanguard Dividend ET (400 Shs) FMV 31,104 31,104
    Goldman Sachs Trust (3,758.286 Shs) FMV 77,007 77,007
    Wells Fargo & Co (2,000 Shs) FMV 50,500 50,500
    Vanguard Intl Equity (237 Shs) FMV 7,752 7,752
    Janus Invt FD (945.180 Shs) FMV 9,735 9,735
    John Hancock Funds (578.704 Shs) FMV 11,082 11,082
    Doubleline Income (1,200 Shs) FMV 19,464 19,464
    Prudential Fin 5.7% (2,000 Shs) FMV 51,680 51,680
    Kinder Morgan Inc (407 Shs) FMV 6,072 6,072
    General Electric Co (30,000 Shs) FMV 934,500 934,500

    TY 2015 OtherExpensesSchedule
    Name:
    Thomas and Candace Dee
     
    Family Foundation
    EIN:
    27-3949457
    Software ID:
    15000324
    Software Version:
    2015v3.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Advisory Fees 31,442 31,442    


    TY 2015 TaxesSchedule
    Name:
    Thomas and Candace Dee
     
    Family Foundation
    EIN:
    27-3949457
    Software ID:
    15000324
    Software Version:
    2015v3.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Foreign Taxes Paid 847 847