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 12-01-2015 , and ending 11-30-2016
Name of foundation
BREITENSTEIN PLAINS LIBRARY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 0634
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI532010634
A Employer identification number

91-6558090
B Telephone number (see instructions)

(503) 464-3580
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$433,075J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 10,871 10,867  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 11,322
b Gross sales price for all assets on line 6a 83,336
7 Capital gain net income (from Part IV, line 2)... 11,322
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 22,193 22,189  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 6,744 6,070   674
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 1,500 0 0 1,500
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 187 70   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 8,431 6,140 0 2,174
25 Contributions, gifts, grants paid....... 21,542 21,542
26 Total expenses and disbursements. Add lines 24 and 25 29,973 6,140 0 23,716
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -7,780
b Net investment income (if negative, enter -0-) 16,049
c Adjusted net income (if negative, enter -0-)... 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............. 3,871    
2 Savings and temporary cash investments......... 2,751 4,216 4,216
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 260,606 Click to see attachment185,513 255,833
c Investments—corporate bonds (attach schedule)....... 94,850 Click to see attachment92,900 90,767
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   Click to see attachment70,849 82,259
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) 362,078 353,478 433,075
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........ 362,078 353,478
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)..... 362,078 353,478
31 Total liabilities and net assets/fund balances (see instructions). 362,078 353,478
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
362,078
2
Enter amount from Part I, line 27a .....................
2
-7,780
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
32
4
Add lines 1, 2, and 3 ..........................
4
354,330
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
852
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
353,478
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 11. SPDR GOLD TRUST   2015-01-02 2015-12-03
b 1. ALPHABET INC CL C   2008-11-04 2015-12-09
c 3. DISNEY WALT CO   2010-02-10 2015-12-09
d 50. ISHARES MSCI EMERGING MARKETS ETF   2010-09-22 2015-12-09
e 7. MORGAN STANLEY DEAN WITTER & CO   2013-06-18 2015-12-09
5. PFIZER INC COMMON STOCK   2002-12-27 2015-12-09
4. STARBUCKS CORP   2010-10-18 2015-12-09
3. UNITED TECHNOLOGIES CORP   2004-01-05 2015-12-09
35. NRG ENERGY INC     2015-12-22
36. NRG ENERGY INC   2013-09-25 2015-12-22
10. PFIZER INC COMMON STOCK   2002-12-27 2015-12-22
11. SPDR GOLD TRUST     2015-12-22
7. INVESCO LTD     2015-12-22
10. EMERSON ELEC CO     2016-01-06
15. GENERAL ELEC CO   2002-12-27 2016-01-06
3. NIKE INC   2012-07-03 2016-01-06
5. STARBUCKS CORP   2010-10-18 2016-01-06
4. UNITED TECHNOLOGIES CORP   2004-01-05 2016-01-06
5. WALGREENS BOOTS ALLIANCE INC   2013-08-26 2016-01-06
331.126 OPPENHEIMER SENIOR FLOATING RATE I     2016-01-11
10. EMERSON ELEC CO     2016-01-20
88.652 NUVEEN INFLATION PRO SEC CL I   2015-01-28 2016-01-20
3.855 NUVEEN INFLATION PRO SEC CL I   2013-05-06 2016-01-20
133.333 OPPENHEIMER SENIOR FLOATING RATE I   2013-01-18 2016-01-20
12. WALGREENS BOOTS ALLIANCE INC     2016-01-20
15. ISHARES S P U S PREFERRED STOCK ETF   2010-02-25 2016-01-21
133.869 OPPENHEIMER SENIOR FLOATING RATE I   2013-01-18 2016-01-21
50. ISHARES MSCI EMERGING MARKETS ETF   2010-09-22 2016-02-02
5. J P MORGAN CHASE & CO   2009-08-07 2016-02-02
5. NIKE INC   2012-07-03 2016-02-02
5. STARBUCKS CORP   2010-10-18 2016-02-02
5. COMCAST CORP CL A   2013-11-04 2016-02-17
4. J P MORGAN CHASE & CO   2009-08-07 2016-02-17
6. UNITED PARCEL SERVICE INC CL B   2003-10-17 2016-02-17
13. VANGUARD REIT ETF   2014-11-07 2016-02-17
5. MYLAN NV   2015-04-07 2016-02-17
30. EMERSON ELEC CO   2012-02-23 2016-03-17
25. DOVER CORP     2016-03-31
41.413 GOLDMAN SACHS COMM STRAT INS   2013-11-04 2016-04-01
20. MFC ISHARES TR MSCI EAFE INDEX FD   2012-11-02 2016-04-01
5. MFC ISHARES TR MSCI EAFE INDEX FD   2015-09-08 2016-04-01
27. MYLAN NV     2016-04-05
28. XILINX INC     2016-04-06
40. INVESCO LTD     2016-04-08
99.404 CAUSEWAY EMERGING MARKETS INSTL   2015-08-13 2016-04-27
3. ECOLAB INC   2003-01-21 2016-04-27
2. GILEAD SCIENCES INC   2012-01-30 2016-04-27
2. JOHNSON & JOHNSON   2015-04-15 2016-04-27
5. ORACLE CORPORATION   2007-01-31 2016-04-27
3. STARBUCKS CORP   2010-10-18 2016-04-27
3. TARGET CORP   2014-08-21 2016-04-27
5. WELLS FARGO & CO NEW   2003-01-21 2016-04-27
.6213 CALIFORNIA RESOURCES CORP   2011-02-01 2016-04-29
5. ANADARKO PETE CORP     2016-05-05
2. ECOLAB INC   2003-01-21 2016-05-05
1. GOLDMAN SACHS GROUP INC   2010-01-26 2016-05-05
2. JOHNSON & JOHNSON   2015-04-15 2016-05-05
5. ORACLE CORPORATION   2007-01-31 2016-05-05
26.165 PRICE T ROWE GROWTH STK FD INC COM     2016-05-05
10.321 ROWE T PRICE MID-CAP GROWTH FD INC   2015-03-27 2016-05-05
4. STARBUCKS CORP   2010-10-18 2016-05-05
3. STATE STR CORP   2012-01-30 2016-05-05
4. UNITED TECHNOLOGIES CORP   2004-01-05 2016-05-05
2. VERIZON COMMUNICATIONS   2003-03-04 2016-05-05
3. ANADARKO PETE CORP   2013-07-16 2016-05-20
2. ECOLAB INC   2003-01-21 2016-05-20
3. GOLDMAN SACHS GROUP INC   2010-01-26 2016-05-20
34.478 ROWE T PRICE MID-CAP GROWTH FD INC     2016-05-20
4. TARGET CORP   2014-08-21 2016-05-20
2. ANADARKO PETE CORP   2013-07-16 2016-05-31
2. DISNEY WALT CO   2010-02-10 2016-05-31
2. E O G RES INC   2015-04-01 2016-05-31
1. ECOLAB INC   2003-01-21 2016-05-31
2. LOWES COMPANIES INC   2014-07-01 2016-05-31
2. NIKE INC   2012-07-03 2016-05-31
3. ORACLE CORPORATION   2007-01-31 2016-05-31
13.298 ROWE T PRICE MID-CAP GROWTH FD INC   2014-07-29 2016-05-31
2. STARBUCKS CORP   2010-10-18 2016-05-31
2. STATE STR CORP   2012-01-30 2016-05-31
3. XILINX INC   2014-08-13 2016-05-31
3. ANADARKO PETE CORP   2013-07-16 2016-06-06
5. APPLE COMPUTER INC   2006-05-16 2016-06-06
129.954 CAUSEWAY EMERGING MARKETS INSTL   2015-08-13 2016-06-06
23.577 CAUSEWAY EMERGING MARKETS INSTL   2015-04-10 2016-06-06
2. DISNEY WALT CO   2010-02-10 2016-06-06
3. NIKE INC   2012-07-03 2016-06-06
2. PRAXAIR INC   2008-02-01 2016-06-06
13.254 ROWE T PRICE MID-CAP GROWTH FD INC   2014-07-29 2016-06-06
3. STARBUCKS CORP   2010-10-18 2016-06-06
3. STATE STR CORP   2012-01-30 2016-06-06
.2 CALIFORNIA RES CORP     2016-06-09
2. ANADARKO PETE CORP   2013-07-16 2016-06-14
5. APPLE COMPUTER INC   2006-05-16 2016-06-14
2. DISNEY WALT CO   2010-02-10 2016-06-14
1. ECOLAB INC   2003-01-21 2016-06-14
3. STATE STR CORP   2012-01-30 2016-06-14
2. STRYKER CORP   2014-06-19 2016-06-14
3. VERIZON COMMUNICATIONS   2003-03-04 2016-06-14
3. APPLE COMPUTER INC   2006-05-16 2016-07-06
251.797 CAUSEWAY EMERGING MARKETS INSTL   2015-04-10 2016-07-06
3. DISNEY WALT CO   2010-02-10 2016-07-06
2. PRUDENTIAL FINL INC   2012-01-30 2016-07-06
5. STARBUCKS CORP   2010-10-18 2016-07-06
3. STRYKER CORP   2014-07-16 2016-07-06
2. JOHNSON & JOHNSON   2015-04-15 2016-07-11
3. LOWES COMPANIES INC   2014-07-01 2016-07-11
3. STARBUCKS CORP   2010-10-18 2016-07-11
3. WELLS FARGO & CO NEW   2003-01-21 2016-07-11
1. CHUBB LTD   2012-04-30 2016-07-11
7.507 VANGUARD 500 INDEX ADMIRAL     2016-07-20
3. APPLE COMPUTER INC   2006-05-16 2016-07-22
2. DISNEY WALT CO   2010-02-10 2016-07-22
19.055 GLENMEDE SC EQUITY PORT ADV   2015-11-18 2016-07-22
2. JOHNSON & JOHNSON   2015-04-15 2016-07-22
1. MOHAWK INDS INC COM   2013-11-04 2016-07-22
3. NIKE INC   2012-07-03 2016-07-22
3. PG E CORP   2015-12-22 2016-07-22
2. STATE STR CORP   2012-01-30 2016-07-22
3. VERIZON COMMUNICATIONS   2003-03-04 2016-07-22
3. WELLS FARGO & CO NEW   2003-01-21 2016-07-22
5. GENERAL ELEC CO   2002-12-27 2016-07-27
1. GILEAD SCIENCES INC   2012-01-30 2016-07-27
2. MC DONALD'S CORP   2009-01-21 2016-07-27
1. MOHAWK INDS INC COM   2013-11-04 2016-07-27
5. ORACLE CORPORATION   2007-01-31 2016-07-27
2. PG E CORP   2015-12-22 2016-07-27
2. STATE STR CORP   2012-01-30 2016-07-27
2. STRYKER CORP   2014-03-07 2016-07-27
1. 3M CO   2003-01-21 2016-07-27
2. UNITED TECHNOLOGIES CORP   2004-01-05 2016-07-27
4.991 VANGUARD 500 INDEX ADMIRAL     2016-07-27
2. VERIZON COMMUNICATIONS   2003-03-04 2016-07-27
2. ACCENTURE PLC CL A   2013-07-08 2016-07-27
2. JOHNSON & JOHNSON   2015-04-15 2016-08-05
3. LOWES COMPANIES INC   2014-07-01 2016-08-05
2. PG E CORP   2015-12-22 2016-08-05
2. 3M CO   2003-01-21 2016-08-05
3. VERIZON COMMUNICATIONS   2003-03-04 2016-08-05
2. ACCENTURE PLC CL A   2013-07-08 2016-08-05
3. MEDTRONIC PLC     2016-08-05
25.8 FIDELITY INVT TR AD INTL DISCI     2016-08-26
4. COCA COLA CO   2013-08-06 2016-09-02
4. ORACLE CORPORATION   2007-01-31 2016-09-02
4.974 VANGUARD 500 INDEX ADMIRAL     2016-09-02
4. WELLS FARGO & CO NEW   2003-01-21 2016-09-02
15. ANADARKO PETE CORP   2013-06-18 2016-09-26
21. XILINX INC   2014-08-13 2016-09-27
43. MORGAN STANLEY DEAN WITTER & CO     2016-10-05
7. STARBUCKS CORP   2010-10-18 2016-10-07
2. APPLE COMPUTER INC   2006-05-16 2016-10-21
5. COCA COLA CO   2013-08-06 2016-10-21
2. E O G RES INC   2015-04-01 2016-10-21
10. ISHARES MSCI USA MIN VOLATILITY ETF   2016-06-06 2016-10-21
2. MC DONALD'S CORP   2009-01-21 2016-10-21
3. ORACLE CORPORATION   2007-01-31 2016-10-21
5. PFIZER INC COMMON STOCK   2002-12-27 2016-10-21
2. PRAXAIR INC   2003-12-22 2016-10-21
5. QUALCOMM INC   2003-01-03 2016-10-21
113.122 T ROWE PRICE INTL GRINC FD     2016-10-21
4. STATE STR CORP   2012-01-30 2016-10-21
4. VERIZON COMMUNICATIONS     2016-10-21
5. WELLS FARGO & CO NEW   2003-01-21 2016-10-21
15. COMCAST CORP CL A     2016-10-27
3. APPLE COMPUTER INC   2006-05-16 2016-11-03
10. BANK OF AMERICA CORP   2014-03-14 2016-11-03
10. CITIGROUP INC   2011-06-01 2016-11-03
2. E O G RES INC   2015-04-01 2016-11-03
66.702 FIDELITY INVT TR AD INTL DISCI     2016-11-03
3. MASTERCARD INC   2009-11-18 2016-11-03
5. WELLS FARGO & CO NEW   2003-01-21 2016-11-03
10. ORACLE CORPORATION   2007-01-31 2016-11-14
2. UNITED TECHNOLOGIES CORP   2004-01-05 2016-11-14
25. ISHARES MSCI USA MIN VOLATILITY ETF     2016-11-22
1. BOEING CO   2016-01-06 2016-11-30
2. E O G RES INC   2015-04-01 2016-11-30
15. ISHARES MSCI USA MIN VOLATILITY ETF   2016-05-20 2016-11-30
5. NIKE INC   2012-07-03 2016-11-30
1. PRAXAIR INC   2003-12-22 2016-11-30
5. QUALCOMM INC   2003-01-03 2016-11-30
6. TARGET CORP   2014-08-21 2016-11-30
5. WELLS FARGO & CO NEW   2003-01-21 2016-11-30
2. ACCENTURE PLC CL A   2013-07-08 2016-11-30
CAPITAL GAIN DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a        
b 745   183 562
c 333   88 245
d 1,633   2,181 -548
e 233   184 49
161   151 10
244   55 189
282   142 140
376   866 -490
387   1,016 -629
324   301 23
1,128   1,287 -159
221   262 -41
463   590 -127
457   377 80
185   67 118
292   69 223
376   190 186
402   246 156
2,500   2,764 -264
418   541 -123
958   1,000 -42
42   46 -4
996   1,111 -115
939   589 350
570   571 -1
997   1,115 -118
1,484   2,181 -697
288   214 74
316   112 204
303   69 234
290   241 49
236   172 64
596   412 184
974   1,028 -54
226   296 -70
1,641   1,532 109
1,605   1,780 -175
421   913 -492
1,128   1,078 50
282   295 -13
1,244   1,593 -349
1,314   1,191 123
1,184   1,428 -244
1,001   1,084 -83
350   74 276
202   49 153
226   201 25
204   85 119
171   41 130
250   182 68
255   118 137
1   1  
235   463 -228
230   50 180
160   154 6
225   201 24
197   85 112
1,309   1,250 59
749   824 -75
226   55 171
179   116 63
403   190 213
102   62 40
148   264 -116
233   50 183
463   461 2
2,534   2,719 -185
274   243 31
104   176 -72
198   59 139
163   184 -21
117   25 92
160   97 63
111   45 66
120   51 69
1,000   1,015 -15
109   28 81
126   77 49
141   124 17
158   264 -106
494   47 447
1,280   1,417 -137
232   300 -68
198   59 139
163   67 96
223   167 56
1,005   1,012 -7
166   41 125
188   116 72
3   3  
106   176 -70
486   47 439
196   59 137
119   25 94
174   116 58
230   171 59
158   93 65
285   28 257
2,480   3,200 -720
294   88 206
137   114 23
283   69 214
363   247 116
246   201 45
249   145 104
169   41 128
144   71 73
130   76 54
1,507   1,285 222
296   28 268
195   59 136
503   505 -2
249   201 48
201   138 63
170   67 103
193   159 34
116   77 39
168   93 75
144   71 73
156   126 30
81   24 57
240   115 125
204   138 66
204   85 119
128   106 22
125   77 48
229   163 66
178   63 115
215   95 120
999   760 239
110   62 48
227   149 78
248   201 47
245   145 100
128   106 22
357   127 230
161   93 68
229   149 80
261   231 30
995   1,023 -28
174   161 13
164   68 96
1,004   838 166
201   95 106
886   1,313 -427
1,113   866 247
1,401   1,073 328
374   96 278
233   19 214
209   201 8
188   184 4
441   449 -8
228   115 113
114   51 63
161   151 10
239   76 163
341   89 252
1,493   1,699 -206
282   155 127
194   119 75
225   118 107
916   677 239
331   28 303
165   170 -5
486   403 83
184   184  
2,497   2,593 -96
312   68 244
227   118 109
391   171 220
216   95 121
1,113   1,108 5
151   139 12
204   184 20
669   658 11
253   112 141
120   38 82
337   89 248
466   365 101
264   118 146
241   149 92
      2,437
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a        
b       562
c       245
d       -548
e       49
      10
      189
      140
      -490
      -629
      23
      -159
      -41
      -127
      80
      118
      223
      186
      156
      -264
      -123
      -42
      -4
      -115
      350
      -1
      -118
      -697
      74
      204
      234
      49
      64
      184
      -54
      -70
      109
      -175
      -492
      50
      -13
      -349
      123
      -244
      -83
      276
      153
      25
      119
      130
      68
      137
       
      -228
      180
      6
      24
      112
      59
      -75
      171
      63
      213
      40
      -116
      183
      2
      -185
      31
      -72
      139
      -21
      92
      63
      66
      69
      -15
      81
      49
      17
      -106
      447
      -137
      -68
      139
      96
      56
      -7
      125
      72
       
      -70
      439
      137
      94
      58
      59
      65
      257
      -720
      206
      23
      214
      116
      45
      104
      128
      73
      54
      222
      268
      136
      -2
      48
      63
      103
      34
      39
      75
      73
      30
      57
      125
      66
      119
      22
      48
      66
      115
      120
      239
      48
      78
      47
      100
      22
      230
      68
      80
      30
      -28
      13
      96
      166
      106
      -427
      247
      328
      278
      214
      8
      4
      -8
      113
      63
      10
      163
      252
      -206
      127
      75
      107
      239
      303
      -5
      83
       
      -96
      244
      109
      220
      121
      5
      12
      20
      11
      141
      82
      248
      101
      146
      92
       
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 11,322
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2014 25,224 458,375 0.055029
2013 24,573 474,748 0.05176
2012 25,095 455,117 0.05514
2011 23,735 431,585 0.054995
2010 24,140 443,697 0.054406
2
Total of line 1, column (d) .....................
20.27133
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
0.054266
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
429,057
5
Multiply line 4 by line 3......................
5
23,283
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
160
7
Add lines 5 and 6........................
7
23,443
8
Enter qualifying distributions from Part XII, line 4.............
8
23,716
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 1 160
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 160
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 160
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 320
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 320
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 160
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet160 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMT
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletUS BANK Telephone no.bullet (503) 464-3580

    Located atbulletPO BOX 0634MILWAUKEEWI ZIP+4bullet532010634
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    US BANK TRUSTEE
    1     		6,744    
    PO BOX 3168
    PORTLAND,OR97208
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    427,873
    b
    Average of monthly cash balances.......................
    1b
    7,718
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    435,591
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    435,591
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    6,534
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    429,057
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    21,453
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    21,453
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    160
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    160
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    21,293
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    21,293
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    21,293
    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
    23,716
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    23,716
    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
    160
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    23,556
    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 21,293
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 0
    b Total for prior years:2013, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 2,249
    b From 2011...... 2,496
    c From 2012...... 3,017
    d From 2013...... 1,359
    e From 2014...... 2,625
    fTotal of lines 3a through e........ 11,746
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 23,716
    a Applied to 2014, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2015 distributable amount..... 21,293
    e Remaining amount distributed out of corpus 2,423
    5 Excess distributions carryover applied to 2015. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 14,169
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		2,249
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		11,920
    10 Analysis of line 9:
    a Excess from 2011.... 2,496
    b Excess from 2012.... 3,017
    c Excess from 2013.... 1,359
    d Excess from 2014.... 2,625
    e Excess from 2015.... 2,423
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    PLAINS LIBRARY FOUNDATION
    JANE BATES CHAIRPERSON
    PO BOX 399
    PLAINS,MT598590399     		NONE PC GENERAL OPERATING 21,542
    Total .................................bullet 3a 21,542
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........     		         
    4 Dividends and interest from securities....     14 10,871  
    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 ............     		    18 11,322  
    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)..   22,193  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1322,193
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

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

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    BREITENSTEIN PLAINS LIBRARY FOUNDATION
    EIN:
    91-6558090
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    BREITENSTEIN PLAINS LIBRARY FOUNDATION
    EIN:
    91-6558090
    Name of Bond End of Year Book Value End of Year Fair Market Value
    NUVEEN SHORT TERM BOND 14,600 14,381
    T ROWE PRICE MID CAP VALUE FD 5,200 5,034
    BAIRD AGGREGATE BOND FUND INST 31,500 31,282
    FEDERATED INST HI YLD BD FD 11,000 10,470
    DOUBLELINE TOTAL RET BD I 9,250 9,030
    JOHN HANCOCK II GL ABS RE I #3 4,350 4,033
    PRUDENTIAL SHORT DUR HI YLD IN 17,000 16,537

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    BREITENSTEIN PLAINS LIBRARY FOUNDATION
    EIN:
    91-6558090
    Name of Stock End of Year Book Value End of Year Fair Market Value
    APPLE INC 305 6,410
    CISCO SYS INC 3,319 3,936
    CITIGROUP INC 1,533 2,143
    ECOLAB INC 496 2,335
    EXXON MOBIL CORP 1,586 4,103
    GENERAL ELECTRIC CO 3,332 4,153
    INTEL CORP 784 1,666
    J P MORGAN CHASE & CO 2,011 4,490
    JOHNSON & JOHNSON 1,727 3,562
    MASTERCARD INC 1,027 4,599
    MCDONALDS CORP 1,209 2,505
    MICROSOFT CORP 2,886 5,363
    ORACLE CORPORATION 342 804
    PEPSICO INC 904 2,302
    PFIZER INC 2,404 2,893
    PRAXAIR INC 872 2,767
    PROCTER & GAMBLE CO 1,351 2,639
    QUALCOMM INC 870 3,407
    NIKE INC 1,260 2,804
    STATE STR CORP 774 1,576
    TARGET CORPORATION 1,614 3,553
    UNITED TECHNOLOGIES CORP 1,456 3,447
    VERIZON COMMUNICATIONS INC 1,070 1,896
    WAL MART STORES INC 1,147 1,549
    WELLS FARGO CO 1,496 3,440
    MIDCAP SPDR TRUST SER 1 5,558 17,786
    DISNEY WALT 914 3,073
    GILEAD SCIENCES INC 342 1,032
    STARBUCKS CORP 619 2,609
    OCCIDENTAL PETROLEUM CORP 2,573 1,998
    NUVEEN REAL ESTATE SECURIT 9,428 13,120
    SCHLUMBERGER LTD 1,521 2,774
    PRUDENTIAL FINANCIAL INC 572 1,006
    LOOMIS SAYLES STRATEGIC ALPHA 17,250 16,764
    NUVEEN INFLATION PRO SEC 8,104 7,819
    OPPENHEIMER SR FLOAT RATE 10,568 10,496
    BANK OF AMERICA CORP 1,396 1,901
    CAPITAL ONE FINANCIAL CORP 1,212 1,513
    CIGNA CORP 338 674
    COCA COLA CO 668 686
    MOHAWK INDS INC 1,156 1,974
    3M CO 736 2,061
    ACCENTURE PLC CL A 448 717
    T ROWE PRICE INTL GR & INC FD 15,801 14,759
    ABBVIE INC 3,001 3,101
    AT&T INC 1,607 1,777
    LOWES CO INC 1,767 2,610
    STRYKER CORP 1,304 1,819
    GLENMEDE SC EQUITY PORT 8,495 9,341
    ROBECO BOSTON PARTNERS L S RSR 10,385 10,788
    ALPHABET INC CL A 723 3,104
    ALPHABET INC CL C 536 2,274
    CARDINAL HEALTH INC 4,723 3,906
    COSTCO WHSL CORP 2,526 2,552
    E O G RES INC 1,474 1,640
    SEMPRA ENERGY 1,194 1,098
    MEDTRONIC PLC 3,398 3,285
    CAUSEWAY EMERGING MARKETS INST 4,500 4,499
    FIDELITY INVT TRAD INTL DISCI 14,134 13,172
    ISHARES MSCI EMERGING MARKETS 10,767 9,763

    TY 2015 InvestmentsOtherSchedule2
    Name:
    BREITENSTEIN PLAINS LIBRARY FOUNDATION
    EIN:
    91-6558090
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    AMERICAN TOWER CORP AT COST 1,290 1,227
    BARON EMERGING MARKETS INSTITU AT COST 3,000 3,027
    BOEING CO AT COST 2,964 3,463
    CHUBB LTD AT COST 1,443 2,432
    COLUMBIA FDS SER DIVIDEND INC AT COST 1,750 1,943
    CVS HEALTH CORPORATION AT COST 3,231 2,614
    FACEBOOK INC A AT COST 823 829
    ISHARES BARCLAYS TIPS BOND ETF AT COST 5,176 5,106
    ISHARES MSCI EAFE ETF AT COST 22,464 29,644
    ISHARES S P U S PREFERRED STO AT COST 10,068 10,682
    ISHRS ED MSCI MIN VOL USA ETF AT COST 1,403 1,422
    KROGER CO AT COST 1,697 1,777
    MARATHON PETROLEUM CORP AT COST 1,090 1,223
    P G E CORP AT COST 741 823
    P N C FINANCIAL SERVICES GROUP AT COST 2,440 3,648
    P P G INDS INC AT COST 308 288
    SCHWAB CHARLES CORP AT COST 1,316 1,894
    STERICYCLE INC AT COST 1,452 876
    T ROWE PRICE MID CAP GROWTH FD AT COST 3,730 3,831
    THE PRICELINE GROUP INC AT COST 2,546 3,007
    VANGUARD 500 INDEX ADMIRAL AT COST 1,917 2,503

    TY 2015 OtherDecreasesSchedule
    Name:
    BREITENSTEIN PLAINS LIBRARY FOUNDATION
    EIN:
    91-6558090
    Description Amount
    GAIN ON CY SALES NOT SETTLED AT YEAR END 852


    TY 2015 OtherIncreasesSchedule
    Name:
    BREITENSTEIN PLAINS LIBRARY FOUNDATION
    EIN:
    91-6558090
    Description Amount
    ROUNDING 32


    TY 2015 TaxesSchedule
    Name:
    BREITENSTEIN PLAINS LIBRARY FOUNDATION
    EIN:
    91-6558090
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 67 67   0
    FEDERAL ESTIMATES - INCOME 117 0   0
    FOREIGN TAXES ON NONQUALIFIED 3 3   0