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 09-01-2015 , and ending 08-31-2016
Name of foundation
THE ROBERT E HANSEN
FAMILY FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)C/O INGE BACON 253 N 1ST AVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
STURGEON BAY, WI54235
A Employer identification number

76-0259279
B Telephone number (see instructions)

(920) 421-0923
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,562,752J 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 16 16 16
4 Dividends and interest from securities... 32,034 32,034 32,034
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 620
b Gross sales price for all assets on line 6a 931,815
7 Capital gain net income (from Part IV, line 2)... 620
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 64 64 64
12 Total. Add lines 1 through 11........ 32,734 32,734 32,114
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 1,193 1,193 1,193  
c Other professional fees (attach schedule).... Click to see attachment 7,698 7,698 7,698  
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 295 295 295  
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 23 23 23  
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 9,209 9,209 9,209 0
25 Contributions, gifts, grants paid....... 49,910 49,910
26 Total expenses and disbursements. Add lines 24 and 25 59,119 9,209 9,209 49,910
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -26,385
b Net investment income (if negative, enter -0-) 23,525
c Adjusted net income (if negative, enter -0-)... 22,905
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......... 43,364 77,723 77,723
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)....... 1,344,970 Click to see attachment1,192,560 1,332,751
c Investments—corporate bonds (attach schedule)....... 114,549 Click to see attachment158,991 151,718
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)   Click to see attachment560 Click to see attachment560
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,502,883 1,429,834 1,562,752
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.................. 1,502,883 1,429,834
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)..... 1,502,883 1,429,834
31 Total liabilities and net assets/fund balances (see instructions). 1,502,883 1,429,834
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,502,883
2
Enter amount from Part I, line 27a .....................
2
-26,385
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
187
4
Add lines 1, 2, and 3 ..........................
4
1,476,685
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
46,851
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
1,429,834
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.)
1a
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 620
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 40,550 1,598,606 0.025366
2013 50,634 1,521,152 0.033287
2012 211,505 1,395,657 0.151545
2011 154,919 1,305,895 0.118631
2010 184,432 1,398,746 0.131855
2
Total of line 1, column (d) .....................
20.460684
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
0.092137
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
1,499,699
5
Multiply line 4 by line 3......................
5
138,178
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
235
7
Add lines 5 and 6........................
7
138,413
8
Enter qualifying distributions from Part XII, line 4.............
8
49,910
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 1 471
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........................... 3 471
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- ..... 5 471
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 560
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.............. 7 560
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 89
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet89 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
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)
    bulletTX
    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 ofbulletINGE BACON Telephone no.bullet (920) 421-0923

    Located atbullet253 N 1ST AVESTURGEON BAYWI ZIP+4bullet54235
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    REBECCA HANSEN SECY & ASST
    0.25     		0 0 0
    8 CARDINAL DR
    ITHACA,NY14850
    ALEXANDER E HANSEN PRESIDENT
    0.25     		0 0 0
    3463 VOSBURG ST
    PASADENA,CA91107
    LAURIE H SAXTON VP & ASST TR
    0.25     		0 0 0
    506 CEDAR HILL DR
    SAN RAFAEL,CA94903
    MARJORIE S SCHULTZ ASST SECRETA
    0.10     		0 0 0
    3401 LOUISIANA ST
    SUITE 380
    HOUSTON,TX77002
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,456,259
    b
    Average of monthly cash balances.......................
    1b
    66,278
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,522,537
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    1,522,537
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    22,838
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,499,699
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    74,985
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    74,985
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    471
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    471
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    74,514
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    74,514
    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
    74,514
    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
    49,910
    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
    49,910
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    49,910
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2014     		(c)
    2014     		(d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 74,514
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 115,381
    b From 2011...... 91,526
    c From 2012...... 143,112
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........ 350,019
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 49,910
    a Applied to 2014, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2015 distributable amount..... 49,910
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2015. 24,604 24,604
    (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 5 325,415
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		90,777
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		234,638
    10 Analysis of line 9:
    a Excess from 2011.... 91,526
    b Excess from 2012.... 143,112
    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).)
    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
    ACLU FOUNDATION
    ACLU FOUNDATION
    125 BROAD STREET 18TH FL
    125 BROAD STREET 18TH FL
    NEW YORK,NY10004     		NONE PUBLIC CIVIL LIBERTIES 100
    ALZHEIMERS ASSN
    ALZHEIMERS ASSN
    225 N MICHIGAN AVE FL 17
    225 N MICHIGAN AVE FL 17
    CHICAGO,IL60601     		NONE PUBLIC WELLNESS 250
    BRYN MAWR COLLEGE
    BRYN MAWR COLLEGE
    101 N MERION AVENUE
    101 N MERION AVENUE
    BRYN MAWR,PA19010     		NONE PUBLIC EDUCATION 10,000
    CA STATE PARKS FOUNDATION
    CA STATE PARKS FOUNDATION
    50 FRANCISCO ST SUITE 11
    50 FRANCISCO ST SUITE 11
    SAN FRANCISCO,CA94133     		NONE PUBLIC NATURE CONSERVANCY 100
    CARE
    CARE INTERNATIONAL
    1825 I STREET NW SUITE 3
    1825 I STREET NW SUITE 3
    WASHINGTON,DC20006     		NONE PUBLIC ANTI-POVERTY 500
    CORNELL LAB OF ORNITHOLOGY
    CORNELL LAB OF ORNITHOLOGY
    159 SAPSUCKER WOODS RD
    159 SAPSUCKER WOODS RD
    ITHACA,NY14850     		NONE PUBLIC NATURE CONSERVANCY 1,500
    CORNELL UNIVERSITY
    CORNELL UNIVERSITY
    130 E SENECA ST SUITE 40
    130 E SENECA ST SUITE 40
    ITHACA,NY14850     		NONE PUBLIC EDUCATION 1,000
    DOCTORS WITHOUT BORDERS
    DOCTORS WITHOUT BORDERS
    333 7TH AVENUE 2ND FLOOR
    333 7TH AVENUE 2ND FLOOR
    NEW YORK,NY10001     		NONE PUBLIC WELLNESS 500
    DOCTORS WITHOUT BORDERS
    DOCTORS WITHOUT BORDERS
    333 7TH AVENUE 2ND FLOOR
    333 7TH AVENUE 2ND FLOOR
    NEW YORK,NY10001     		NONE PUBLIC WELLNESS 1,000
    EARTH JUSTICE
    EARTH JUSTICE
    50 CALIFORNIA STREET SUI
    50 CALIFORNIA STREET SUI
    SAN FRANCISCO,CA94111     		NONE PUBLIC ENVIRONMENT 100
    ENVIRONMENT CA RESEARCH & POLI
    ENVIRONMENT CA RESEARCH & POLI
    3435 WILSHIRE BLVD SUITE
    3435 WILSHIRE BLVD SUITE
    LOS ANGELES,CA90010     		NONE PUBLIC ENVIRONMENT 100
    ENVIRONMENTAL DEFENSE FUND
    ENVIRONMENTAL DEFENSE FUND
    257 PARK AVENUE SOUTH
    257 PARK AVENUE SOUTH
    NEW YORK,NY10010     		NONE PUBLIC ENVIRONMENT 250
    FEED AND CLOTHE MY PEOPLE
    FEED AND CLOTHE MY PEOPLE
    2610 ALPINE ROAD
    2610 ALPINE ROAD
    EAU CLAIRE,WI54703     		NONE PUBLIC ANTI-POVERTY 2,000
    FEEDING AMERICA
    FEEDING AMERICA
    35 EAST WACKER DR SUITE
    35 EAST WACKER DR SUITE
    CHICAGO,IL60601     		NONE PUBLIC ANTI-POVERTY 500
    FINGER LAKES LAND TR
    FINGER LAKES LAND TR
    202 EAST COURT ST
    202 EAST COURT ST
    ITHACA,NY14850     		NONE PUBLIC ENVIRONMENT 1,500
    HABITAT FOR HUMANITY
    HABITAT FOR HUMANITY
    270 PEACH ST NW SUITE 13
    270 PEACH ST NW SUITE 13
    ATLANTA,GA30303     		NONE PUBLIC ANTI-POVERTY 500
    HATHAWAY SYCAMORES
    HATHAWAY SYCAMORES
    210 S DELACEY AVENUE
    210 S DELACEY AVENUE
    PASADENA,CA91105     		NONE PUBLIC ANTI-POVERTY 250
    HEIFER INTERNATIONAL
    HEIFER INTERNATIONAL
    1 WORLD AVENUE
    1 WORLD AVENUE
    LITTLE ROCK,AR72202     		NONE PUBLIC ANTI-POVERTY 500
    KCET LINK
    KCET LINK
    2900 W ALAMEDA AVENUE
    2900 W ALAMEDA AVENUE
    BURBANK,CA91505     		NONE PUBLIC PUBLIC TELEVISION 200
    KPCC
    KPCC
    474 S RAYMOND AVENUE
    474 S RAYMOND AVENUE
    PASADENA,CA91105     		NONE PUBLIC PUBLIC RADIO 200
    KQED
    KQED
    2601 MARIPOSA ST
    2601 MARIPOSA ST
    SAN FRANCISCO,CA94110     		NONE PUBLIC PUBLIC MEDIA 100
    KUSC
    KUSC
    PO BOX 7913
    PO BOX 7913
    LOS ANGELES,CA90015     		NONE PUBLIC PUBLIC RADIO 600
    LAKE AVENUE COMMUNITY FOUNDATION
    LAKE AVENUE COMMUNITY FOUNDATION
    712 E VILLA ST
    712 E VILLA ST
    PASADENA,CA91101     		NONE PUBLIC YOUTH DEVELOPMENT 500
    LAKE SHORE CAP JAKE'S PLACE
    LAKE SHORE CAP JAKE'S PLACE
    820 EGG HARBOR RD
    820 EGG HARBOR RD
    STURGEON BAY,WI54235     		NONE PUBLIC WELLNESS 6,000
    LASALLE HIGH SCHOOL
    LASALLE HIGH SCHOOL
    3880 E SIERRA MADRE BLVD
    3880 E SIERRA MADRE BLVD
    PASADENA,CA91107     		NONE PUBLIC EDUCATION 1,000
    LOAVES AND FISHES
    LOAVES AND FISHES
    648B GRIFFITH RD
    648B GRIFFITH RD
    CHARLOTTE,NC28217     		NONE PUBLIC ANTI-POVERTY 2,000
    LOS ANGELES MISSION
    LOS ANGELES MISSION
    303 EAST 5TH ST
    303 EAST 5TH ST
    LOS ANGELES,CA90060     		NONE PUBLIC ANTI-POVERTY 500
    MADD
    MADD
    511 E JOHN CARPENTER FWY
    511 E JOHN CARPENTER FWY
    IRVING,TX75062     		NONE PUBLIC ANTI-DRUNK DRIVING 250
    MARGARET FULLER NEIGHBORHOOD H
    MARGARET FULLER NEIGHBORHOOD H
    71 CHERRY STREET
    71 CHERRY STREET
    CAMBRIDGE,MA02139     		NONE PUBLIC ANTI-POVERTY 200
    MERCY SHIPS
    MERCY SHIPS
    PO BOX 2020
    PO BOX 2020
    GARDEN VALLEY,TX75771     		NONE PUBLIC WORLD HEALTH 500
    METROPOLITAN OPERA
    METROPOLITAN OPERA
    70 LINCOLN CENTER PLAZA
    70 LINCOLN CENTER PLAZA
    NEW YORK,NY10023     		NONE PUBLIC ARTS 1,000
    MOTHER'S CLUB
    MOTHER'S CLUB
    980 N FAIR OAKS AVENUE
    980 N FAIR OAKS AVENUE
    PASADENA,CA91103     		NONE PUBLIC ANTI-POVERTY 200
    MOTHER'S CLUB LEARNING CTR
    MOTHER'S CLUB LEARNING CTR
    980 N FAIR OAKS AVENUE
    980 N FAIR OAKS AVENUE
    PASADENA,CA91103     		NONE PUBLIC ANTI-POVERTY 400
    MOVE TO AMEND EDUCATION FUND
    MOVE TO AMEND EDUCATION FUND
    PO BOX 188617
    PO BOX 188617
    SACRAMENTO,CA95818     		NONE PUBLIC SOCIAL JUSTICE 100
    NATIONAL AUBUDON SOCIETY
    NATIONAL AUBUDON SOCIETY
    225 VARICK ST 7TH FLOOR
    225 VARICK ST 7TH FLOOR
    NEW YORK,NY10014     		NONE PUBLIC WILDLIFE PRESERVATION 1,000
    NATL LGBTQ TASK FORCE FDN
    NATL LGBTQ TASK FORCE FDN
    1325 MASSACHUSETTS AVE NW
    1325 MASSACHUSETTS AVE NW
    WASHINGTON,DC20005     		NONE PUBLIC WELLNESS 100
    OXFAM
    OXFAM AMERICA
    226 CAUSEWAY ST 5TH FLOO
    226 CAUSEWAY ST 5TH FLOO
    WASHINGTON,DC20036     		NONE PUBLIC ANTI-POVERTY 500
    OXFAM AMERICA
    OXFAM AMERICA
    226 CAUSEWAY ST 5TH FLOO
    226 CAUSEWAY ST 5TH FLOO
    BOSTON,MA02114     		NONE PUBLIC ANTI-POVERTY 500
    OXFAM AMERICA
    OXFAM AMERICA
    226 CAUSEWAY ST 5TH FLOO
    226 CAUSEWAY ST 5TH FLOO
    BOSTON,MA02114     		NONE PUBLIC ANTI-POVERTY 1,000
    PBS SO CAL
    PBS SO CAL
    PO BOX 25113
    PO BOX 25113
    SANTA ANA,CA92799     		NONE PUBLIC PUBLIC TELEVISION 200
    PFLAG
    PFLAG
    1828 L ST NW SUITE 660
    1828 L ST NW SUITE 660
    WASHINGTON,DC20036     		NONE PUBLIC WELLNESS 500
    PFLAG PASADENA
    PFLAG PASADENA
    PO BOX 125
    PO BOX 125
    ALTADENA,CA91003     		NONE PUBLIC WELLNESS 500
    POLYTECHNIC SCHOOLS
    POLYTECHNIC SCHOOLS
    1030 EAST CALIFORNIA BLVD
    1030 EAST CALIFORNIA BLVD
    PASADENA,CA91106     		NONE PUBLIC EDUCATION 200
    PRINCETON THEOLOGICAL SEMINARY
    PRINCETON THEOLOGICAL SEMINARY
    64 MERCER ST
    64 MERCER ST
    PRINCETON,NJ08540     		NONE PUBLIC EDUCATION 100
    SALVATION ARMY
    SALVATION ARMY
    PO BOX 269
    PO BOX 269
    ALEXANDRIA,VA22313     		NONE PUBLIC ANTI-POVERTY 500
    SIERRA CLUB
    SIERRA CLUB
    909 12TH ST 202
    909 12 ST 202
    SACRAMENTO,CA95814     		NONE PUBLIC NATURE CONSERVANCY 100
    SMILE TRAIN
    SMILE TRAIN
    PO BOX 96231
    PO BOX 96231
    WASHINGTON,DC20090     		NONE PUBLIC HEALTH 500
    TECHNOSERVE
    TECHNOSERVE
    1120 19TH ST NW 8TH FLOO
    1120 19TH ST NW 8TH FLOO
    WASHINGTON,DC20036     		NONE PUBLIC ANTI-POVERTY 250
    THE CHANDLER SCHOOL
    THE CHANDLER SCHOOL
    1005 ARMADA DR
    1005 ARMADA DR
    PASADENA,CA91103     		NONE PUBLIC EDUCATION 250
    THE CHANDLER SCHOOL
    THE CHANDLER SCHOOL
    1005 ARMADA DR
    1005 ARMADA DR
    PASADENA,CA91103     		NONE PUBLIC EDUCATION 2,000
    THE HUNTINGTON
    THE HUNTINGTON
    1151 OXFORD ROAD
    1151 OXFORD ROAD
    SAN MARINO,CA91108     		NONE PUBLIC ARTS 510
    THE NATURE CONSERVANCY
    THE NATURE CONSERVANCY
    4245 FAIRFAX DR SUITE 10
    4245 FAIRFAX DR SUITE 10
    ARLINGTON,VA22203     		NONE PUBLIC NATURE CONSERVANCY 500
    THE NATURE CONSERVANCY
    THE NATURE CONSERVANCY
    4245 FAIRFAX DR SUITE 10
    4245 FAIRFAX DR SUITE 10
    ARLINGTON,VA22203     		NONE PUBLIC NATURE CONSERVANCY 1,000
    THE WILDERNESS SOCIETY
    THE WILDERNESS SOCIETY
    1615 M ST NW
    1615 M ST NW
    WASHINGTON,DC20036     		NONE PUBLIC NATURE CONSERVANCY 1,000
    TRUST FOR PUBLIC LAND
    TRUST FOR PUBLIC LAND
    135 WEST GREEN ST 2ND FL
    135 WEST GREEN ST 2ND FL
    PASADENA,CA91105     		NONE PUBLIC NATURE CONSERVANCY 500
    UC IRVINE FOUNDATION
    UC IRVINE FOUNDATION
    555 ALDRICH HALL
    555 ALDRICH HALL
    IRVINE,CA92697     		NONE PUBLIC EDUCATION 350
    UNION RESCUE MISSION
    UNION RESCUE MISSION
    545 SAN PEDRO ST
    545 SAN PEDRO ST
    LOS ANGELES,CA90013     		NONE PUBLIC ANTI-POVERTY 500
    UNION STATION
    UNION STATION HOMELESS SERVICES
    825 E ORANGE GROVE BLVD
    825 E ORANGE GROVE BLVD
    PASADENA,CA91104     		NONE PUBLIC ANTI-POVERTY 500
    UNION STATION
    UNION STATION
    825 E ORANGE GROVE BLVD
    825 E ORANGE GROVE BLVD
    PASADENA,CA91104     		NONE PUBLIC ANTI-POVERTY 200
    WELLESLEY COLLEGE
    WELLESLEY COLLEGE
    106 CENTRAL ST
    106 CENTRAL ST
    WELLESLEY,MA02481     		NONE PUBLIC EDUCATION 1,000
    WILLIAMS COLLEGE
    WILLIAMS COLLEGE
    75 PARK STREET
    75 PARK STREET
    WILLIAMSTOWN,MA01267     		NONE PUBLIC EDUCATION 500
    WORLD VISION
    WORLD VISION
    PO BOX 9716
    PO BOX 9716
    FEDERAL WAY,WA98063     		NONE PUBLIC WORLD HEALTH 500
    WORLD WILDLIFE FUND
    WORLD WILDLIFE FUND
    1250 24TH ST NW
    1250 24TH ST NW
    WASHINGTON,DC20037     		NONE PUBLIC WILDLIFE PRESERVATION 250
    Total .................................bullet 3a 49,910
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........     		    14 13 3
    4 Dividends and interest from securities....     14 32,034  
    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.....     14 64  
    8
    Gain or (loss) from sales of assets other than inventory ............     		    14 620  
    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)..   32,731 3
    13Total. Add line 12, columns (b), (d), and (e)..................
    1332,734
    (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:
    THE ROBERT E HANSEN
     
    FAMILY FOUNDATION
    EIN:
    76-0259279
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 1,193 1,193 1,193  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2015 GainLossSaleOtherAssetsSch
    Name:
    THE ROBERT E HANSEN
     
    FAMILY FOUNDATION
    EIN:
    76-0259279
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    ADJUSTMENT TO REMOVE CAPITAL LOSS 2016-01 PURCHASE 2016-01   43,652       43,652  
    POWERSHARES K-1 ST LOSS   PURCHASE       92     -92  
    POWERSHARES K-1 LT LOSS   PURCHASE       9     -9  
    POWERSHARES K-1 OTHER LOSS   PURCHASE       66     -66  
    VANGUARD GROWTH ETF 2014-04 PURCHASE 2016-02   198 182     16  
    FRANKLIN MUTUAL FIN SERV Z 2015-09 PURCHASE 2016-01   208 215     -7  
    JOHN HANCOCK SEAPORT I 2015-12 PURCHASE 2016-02   271 298     -27  
    FRANKLIN MUTUAL FIN SERV Z 2015-12 PURCHASE 2016-01   295 318     -23  
    VIRTUS INSIGHT EMERG MKTS I 2015-12 PURCHASE 2015-12   709 702     7  
    ISHARES MSCI PAC EX-JPN ETF 2014-07 PURCHASE 2015-11   959 1,249     -290  
    JOHN HANCOCK SEAPORT I 2015-11 PURCHASE 2016-03   1,032 1,098     -66  
    JOHN HANCOCK SEAPORT I 2015-11 PURCHASE 2016-02   1,034 1,126     -92  
    VIRTUS INSIGHT EMERG MKTS I 2016-02 PURCHASE 2016-02   1,287 1,307     -20  
    VANGUARD SM CAP VALUE ETF 2014-04 PURCHASE 2016-02   1,652 1,760     -108  
    VIRTUS INSIGHT EMERG MKTS I 2016-02 PURCHASE 2016-03   1,792 1,743     49  
    VANGUARD SM CAP VALUE ETF 2014-04 PURCHASE 2016-02   1,844 1,956     -112  
    VANGUARD SM CAP GROWTH ETF 2014-04 PURCHASE 2016-02   2,365 2,605     -240  
    VANGUARD SM CAP VALUE ETF 2014-04 PURCHASE 2016-03   2,451 2,445     6  
    AQR MANAGED FUTURES STRATEGY I 2015-03 PURCHASE 2016-02   2,645 2,834     -189  
    BLACKSTONE ALT MULTI-STRATEGY INST 2015-11 PURCHASE 2016-02   2,665 2,871     -206  
    ISHARES MSCI JAPAN ETF 2015-11 PURCHASE 2016-03   3,427 3,727     -300  
    AQR STYLE PREMIA ALTERNATIVE I 2015-11 PURCHASE 2016-02   4,084 4,224     -140  
    VANGUARD FTSE EUROPE ETF 2015-11 PURCHASE 2016-03   4,783 5,063     -280  
    ISHARES MSCI PAC EX-JPN ETF 2015-03 PURCHASE 2015-11   7,671 8,865     -1,194  
    VANGUARD VALUE ETF INDEX 2015-11 PURCHASE 2016-03   8,137 8,175     -38  
    VANGUARD SM CAP GROWTH ETF 2014-04 PURCHASE 2016-02   9,202 10,065     -863  
    VIRTUS INSIGHT EMERG MKTS I 2015-11 PURCHASE 2015-12   12,243 12,447     -204  
    VANGUARD GROWTH ETF 2014-04 PURCHASE 2016-03   15,563 13,620     1,943  
    ALERIAN MLP ETF 2015-03 PURCHASE 2015-11   15,882 20,986     -5,104  
    ISHARES CORE MSCI EMERGING 2015-12 PURCHASE 2016-01   16,408 19,075     -2,667  
    VANGUARD SM CAP GROWTH ETF 2015-03 PURCHASE 2016-02   17,203 20,765     -3,562  
    ALERIAN MLP ETF 2014-12 PURCHASE 2015-11   18,598 25,344     -6,746  
    VANGUARD SM CAP VALUE ETF 2015-03 PURCHASE 2016-02   18,810 21,605     -2,795  
    VANGUARD GROWTH ETF 2016-02 PURCHASE 2016-02   19,648 19,531     117  
    ISHARES MSCI PAC EX-JPN ETF 2009-12 PURCHASE 2015-11   19,752 21,401     -1,649  
    ISHARES US HOME CONSTRUCT ETF 2015-11 PURCHASE 2016-01   23,400 27,197     -3,797  
    FRANKLIN MUTUAL FIN SERV Z 2015-06 PURCHASE 2016-01   24,142 26,876     -2,734  
    ISHARES RUSSELL 2000 ETF 2015-03 PURCHASE 2015-11   24,783 25,831     -1,048  
    POWERSHARES DB COMM TRK INC 2015-11 PURCHASE 2016-01   29,057 32,478     -3,421  
    ISHARES RUSSELL 2000 ETF 2014-10 PURCHASE 2015-11   30,662 29,207     1,455  
    WISDOMTREE TRUST JAPN HEDGE EQ 2014-04 PURCHASE 2015-11   34,187 28,434     5,753  
    WISDOMTREE TRUST JAPN HEDGE EQ 2014-10 PURCHASE 2015-11   34,242 30,993     3,249  
    WISDOMTREE TRUST JAPN HEDGE EQ 2015-03 PURCHASE 2015-11   37,742 37,334     408  
    FRANKLIN MUTUAL FIN SERV Z 2015-06 PURCHASE 2015-11   41,027 41,503     -476  
    ISHARES CORE MSCI EMERGING 2015-12 PURCHASE 2016-02   51,722 57,104     -5,382  
    WISDOMTREE EUROPE HEDGED EQUIT 2014-08 PURCHASE 2015-11   56,569 52,733     3,836  
    VANGUARD MID-CAP ETF INDEX 2015-03 PURCHASE 2015-11   57,648 59,570     -1,922  
    VIRTUS INSIGHT EMERG MKTS I 2015-03 PURCHASE 2015-12   63,140 69,650     -6,510  
    WISDOMTREE EUROPE HEDGED EQUIT 2015-03 PURCHASE 2015-11   76,699 82,829     -6,130  
    PRINCIPAL GLB MULTI STRATEGY A 2015-03 PURCHASE 2015-11   89,705 91,687     -1,982  

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    THE ROBERT E HANSEN
     
    FAMILY FOUNDATION
    EIN:
    76-0259279
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AQR MANAGED FUTURES STRATEGY 23,370 21,032
    AQR STYLE PREMIA ALTERNATIVE 33,304 31,023
    BLACKSTONE ALT MULTI-STRAT INST 45,303 43,907
    JOHN HANCOCK SEAPORT I 57,014 55,756
    PRINCIPAL GLB MULTI STRATEGY A    

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    THE ROBERT E HANSEN
     
    FAMILY FOUNDATION
    EIN:
    76-0259279
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ALERIAN MLP ETF    
    FIRST TRUST NORTH AMERICAN 32,543 36,690
    FRANKLIN MUTUAL FIN SERV Z    
    ISHARES MSCI JAPAN ETF 109,334 108,494
    ISHARES MSCI PAC EX JAPAN EFT    
    ISHARES RUSSELL 2000 ETF    
    PIMCO ENHANCED SHRT MTRT EXC 32,030 32,261
    SPDR S&P 500 ETF TRUST 106,104 126,080
    SPDR TR SERIES 1    
    VANGUARD FTSE EUROPE ETF 168,675 162,844
    VANGUARD GROWTH ETF 245,890 303,242
    VANGUARD MID-CAP ETF INDEX    
    VANGUARD SH TM GOV BD 49,636 49,707
    VANGUARD SM CAP GROWTH ETF 54,232 60,209
    VANGUARD SM CAP VALUE ETF 60,833 69,042
    VANGUARD VALUE ETF INDEX 285,043 327,248
    VIRTUS INSIGHT EMERG MKTS I 48,240 56,934
    WISDOMTREE EUROPE HEDGED EQ    
    WISDOMTREE TR JAPAN HEDGED EQ    

    TY 2015 OtherAssetsSchedule
    Name:
    THE ROBERT E HANSEN
     
    FAMILY FOUNDATION
    EIN:
    76-0259279
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PREPAID EXCISE TAX   560 560


    TY 2015 OtherDecreasesSchedule
    Name:
    THE ROBERT E HANSEN
     
    FAMILY FOUNDATION
    EIN:
    76-0259279
    Description Amount
    ADJUSTED GAIN/LOSS 3,199
    DISALLOWED CAPITAL LOSS 43,652


    TY 2015 OtherExpensesSchedule
    Name:
    THE ROBERT E HANSEN
     
    FAMILY FOUNDATION
    EIN:
    76-0259279
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    K-1 INVESTMENT EXPENSE 1 1 1  
    K-1 PORTFOLIO DEDUCTIONS 22 22 22  


    TY 2015 OtherIncomeSchedule2
    Name:
    THE ROBERT E HANSEN
     
    FAMILY FOUNDATION
    EIN:
    76-0259279
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PRINCIPAL GLB MISC INC 64 64 64


    TY 2015 OtherIncreasesSchedule
    Name:
    THE ROBERT E HANSEN
     
    FAMILY FOUNDATION
    EIN:
    76-0259279
    Description Amount
    PASS-THRU ENTITY ADJUSTMENT 187


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    THE ROBERT E HANSEN
     
    FAMILY FOUNDATION
    EIN:
    76-0259279
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MGMT FEES 7,698 7,698 7,698  


    TY 2015 TaxesSchedule
    Name:
    THE ROBERT E HANSEN
     
    FAMILY FOUNDATION
    EIN:
    76-0259279
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PRIOR YEAR EXCISE TAX PAID 290 290 290  
    PRIOR YEAR UNDERPAYMENT PENALTY 5 5 5