Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 09-01-2015 , and ending 08-31-2016
Name of foundation
The Dietrich W Botstiber Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)200 E State Street suite 306-A
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Media, PA19063
A Employer identification number

23-7807828
B Telephone number (see instructions)

(610) 566-3375
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$34,771,657
J 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) 0
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 326 326  
4 Dividends and interest from securities... 748,744 748,744  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 433,314
b Gross sales price for all assets on line 6a 4,906,377
7 Capital gain net income (from Part IV, line 2)... 433,314
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)....... 665 155  
12 Total. Add lines 1 through 11........ 1,183,049 1,182,539  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 67,699 15,770   51,929
14 Other employee salaries and wages...... 90,497 0   90,497
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 30,033 15,017   15,016
b Accounting fees (attach schedule)....... 33,976 0   33,976
c Other professional fees (attach schedule).... 148,187 148,187   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 42,270 0   0
19 Depreciation (attach schedule) and depletion... 2,065 0  
20 Occupancy.............. 12,958 0   12,958
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 87,097 11,930   75,167
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 514,782 190,904   279,543
25 Contributions, gifts, grants paid....... 2,096,346 1,340,064
26 Total expenses and disbursements. Add lines 24 and 25 2,611,128 190,904   1,619,607
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,428,079
b Net investment income (if negative, enter -0-) 991,635
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 893,288 1,107,358 1,107,358
3 Accounts receivable bullet12,179
Less: allowance for doubtful accounts bullet   21,278 12,179 12,179
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.......... 38,893 40,494 40,494
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 4,320,129 Click to see attachment4,750,707 4,750,707
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 26,882,624 Click to see attachment27,107,348 27,107,348
14 Land, buildings, and equipment: basis bullet19,222
Less: accumulated depreciation (attach schedule) bullet13,241 3,432 Click to see attachment5,981 5,981
15 Other assets (describe bullet) Click to see attachment1,669,400 Click to see attachment1,747,590 Click to see attachment1,747,590
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 33,829,044 34,771,657 34,771,657
Liabilities 17 Accounts payable and accrued expenses.......... 36,211 769,262
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) Click to see attachment62,044 Click to see attachment153,455
23 Total liabilities (add lines 17 through 22)......... 98,255 922,717
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 32,061,390 32,101,350
25 Temporarily restricted............... 1,669,399 1,747,590
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)..... 33,730,789 33,848,940
31 Total liabilities and net assets/fund balances (see instructions). 33,829,044 34,771,657
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
33,730,789
2
Enter amount from Part I, line 27a .....................
2
-1,428,079
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,605,770
4
Add lines 1, 2, and 3 ..........................
4
33,908,480
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
59,540
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
33,848,940
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 INGREDION INC: INGR   2015-04-06 2015-08-28
b INGREDION INC: INGR   2015-04-07 2015-08-28
c TEVA PHARM INDS LTD : FADR ADR REPS:TEVA   2015-05-19 2015-08-28
d TRANSOCEAN INC NEW F: RIG   2014-10-02 2015-08-31
e TRANSOCEAN INC NEW F: RIG   2014-10-03 2015-08-31
COCA COLA ENT: CCE   2015-01-14 2015-09-15
INGREDION INC: INGR   2014-08-07 2015-08-28
TEVA PHARM INDS LTD : FADR ADR REPS:TEVA   2013-08-21 2015-08-28
TRANSOCEAN INC NEW F: RIG   2014-06-05 2015-08-31
TRANSOCEAN INC NEW F: RIG   2014-07-25 2015-08-31
DISCOVERY COMM INC: DISCA   2015-03-26 2015-10-01
DISCOVERY COMM INC: DISCA   2015-02-11 2015-10-02
DISCOVERY COMM INC: DISCA   2015-02-12 2015-10-02
DISCOVERY COMM INC: DISCA   2015-03-26 2015-10-02
KEURIG GREEN MTN INC: GMCR   2015-08-24 2015-10-16
KEURIG GREEN MTN INC: GMCR   2015-08-26 2015-10-16
AMERICAN EXPRESS CO: AXP   2015-03-17 2015-10-26
SENIOR HSG PPTY TR REIT:SNH   2014-01-24 2015-10-27
SENIOR HSG PPTY TR REIT:SNH   2014-03-10 2015-10-27
SENIOR HSG PPTY TR REIT:SNH   2014-03-11 2015-10-27
COACH INC: COH   2015-08-21 2015-11-17
RALPH LAUREN CORP CLASS A RL   2015-10-27 2016-02-18
RALPH LAUREN CORP CLASS A RL   2015-10-27 2016-02-19
SANOFI SPOND REPS: SNY   2015-03-12 2016-02-19
SANOFI SPOND REPS: SNY   2015-03-13 2016-02-19
SANOFI SPOND REPS: SNY   2015-08-21 2016-02-19
CHARLES SCHWAB   2015-04-12 2016-03-01
IRON MOUNTAIN INC   2015-08-31 2016-04-07
IRON MOUNTAIN INC   2015-09-21 2016-04-07
IRON MOUNTAIN INC   2015-08-28 2016-04-08
IRON MOUNTAIN INC   2015-08-31 2016-04-08
DUKE ENERGY CORP: DUK   2014-02-05 2016-04-01
DUKE ENERGY CORP: DUK   2014-07-03 2016-04-01
KRAFT HEINZ CO   2007-02-28 2016-04-26
KRAFT HEINZ CO   2008-03-13 2016-04-26
KRAFT HEINZ CO   2009-09-17 2016-04-26
KRAFT HEINZ CO   2011-11-14 2016-04-26
FLOWSERVE CORP: FLS   2015-10-16 2016-04-27
FLOWSERVE CORP: FLS   2015-10-19 2016-04-27
SENIOR HSG PPTY TR REIT:SNH   2015-12-08 2016-05-02
SENIOR HSG PPTY TR REIT:SNH   2015-12-09 2016-05-02
SENIOR HSG PPTY TR REIT:SNH   2015-12-08 2016-05-03
KRAFT HEINZ CO   2009-09-17 2016-04-27
PROCTER & GAMBLE: PG   2009-12-08 2016-04-28
PROCTER & GAMBLE: PG   2011-03-18 2016-04-28
PROCTER & GAMBLE: PG   2011-11-14 2016-04-28
GILEAD SCIENCES INC: GILD   2016-04-01 2016-06-14
GILEAD SCIENCES INC: GILD   2016-04-04 2016-06-14
DIGITAL REALTY TRUST REIT: DLR   2014-04-23 2016-06-14
PEPSICO INCORPORATED: PEP   2012-04-26 2016-06-14
PUBLIC STORAGE REIT: PSA   2015-05-18 2016-06-14
OMEGA HLTHCARE INVTS REIT: OHI   2016-01-12 2016-07-01
VIACOM INC CLASS B: VIAB   2016-04-26 2016-07-01
OMEGA HLTHCARE INVTS REIT: OHI   2015-05-19 2016-07-01
ORANGE SA FADR 1 ADR REPS: ORAN   2013-12-06 2016-07-13
ORANGE SA FADR 1 ADR REPS: ORAN   2013-12-09 2016-07-13
ORANGE SA FADR 1 ADR REPS: ORAN   2014-01-06 2016-07-13
STAPLES INC: SPLS   2016-04-26 2016-08-12
DIAGEO PLC REPS: DEO   2015-02-03 2016-08-15
FIDELITY ADV NEW INSIGHT   2014-12-12 2016-05-04
ISHARES CORE MSCI EMERGING   2015-04-27 2016-08-03
VANGUARD TOTAL STOCK MKT INX INST   2014-01-01 2016-05-05
VANGUARD CAPITAL OPPORTUNITY ADM   2014-01-01 2016-07-05
VANGUARD ITER-TERM INVEST GR ADM   2014-01-01 2016-07-05
VANGUARD SHORT-TERM GR INVEST-GR ADM   2016-01-01 2016-07-21
COCA COLA ENT: CCE   2015-01-15 2015-09-15
COMM FUND K-1 P 2016-01-01 2016-08-31
PRIVATE SELECTION K-1 P 2016-01-01 2016-08-31
Capital Gains 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 38,740   35,733 3,007
b 24,966   22,965 2,001
c 62,131   58,355 3,776
d 7,796   17,347 -9,551
e 17,541   38,306 -20,765
61,118   53,817 7,301
60,692   52,986 7,706
64,072   38,165 25,907
25,754   77,992 -52,238
12,251   37,199 -24,948
7,652   9,376 -1,724
69,886   83,371 -13,485
81,662   96,716 -15,054
39,423   48,131 -8,708
41,726   41,471 255
41,726   41,762 -36
155,365   169,737 -14,372
309   443 -134
17,276   24,155 -6,879
23,138   32,705 -9,567
155,512   164,302 -8,790
107,267   135,989 -28,722
25,091   32,297 -7,206
131,961   160,898 -28,937
7,007   8,486 -1,479
30,363   39,057 -8,694
412,381   432,276 -19,895
24,550   21,471 3,079
117,580   108,510 9,070
47,402   40,850 6,552
52,959   45,768 7,191
129,688   112,028 17,660
68,469   60,411 8,058
26,819   11,497 15,322
1,578   636 942
3,155   1,118 2,037
29,185   13,758 15,427
121,047   105,844 15,203
70,055   61,173 8,882
62,732   50,491 12,241
50,009   40,467 9,542
21,445   17,210 4,235
41,771   14,816 26,955
39,108   30,330 8,778
31,127   23,603 7,524
46,292   36,668 9,624
59,765   67,091 -7,326
126,170   143,248 -17,078
135,753   71,574 64,179
109,784   70,792 38,992
140,072   117,165 22,907
53,809   53,978 -169
78,348   82,023 -3,675
5,826   6,087 -261
92,306   70,984 21,322
33,798   26,186 7,612
73,813   56,171 17,642
101,147   117,724 -16,577
183,837   186,946 -3,109
92,541   93,228 -687
6,954   8,474 -1,520
300,000   193,492 106,508
50,000   31,500 18,500
100,000   99,577 423
98,000   97,925 75
137,149   120,616 16,533
21,087     21,087
    7,596 -7,596
198,441     198,441
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       3,007
b       2,001
c       3,776
d       -9,551
e       -20,765
      7,301
      7,706
      25,907
      -52,238
      -24,948
      -1,724
      -13,485
      -15,054
      -8,708
      255
      -36
      -14,372
      -134
      -6,879
      -9,567
      -8,790
      -28,722
      -7,206
      -28,937
      -1,479
      -8,694
      -19,895
      3,079
      9,070
      6,552
      7,191
      17,660
      8,058
      15,322
      942
      2,037
      15,427
      15,203
      8,882
      12,241
      9,542
      4,235
      26,955
      8,778
      7,524
      9,624
      -7,326
      -17,078
      64,179
      38,992
      22,907
      -169
      -3,675
      -261
      21,322
      7,612
      17,642
      -16,577
      -3,109
      -687
      -1,520
      106,508
      18,500
      423
      75
      16,533
      21,087
      -7,596
      198,441
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 2 433,314
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 1,690,836 34,223,651 0.049405
2013 1,482,072 33,478,627 0.044269
2012 1,358,182 30,270,395 0.044868
2011 1,428,923 27,622,561 0.051730
2010 1,325,890 28,378,025 0.046722
2
Total of line 1, column (d) .....................
20.236994
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
0.047399
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
32,114,307
5
Multiply line 4 by line 3......................
5
1,522,186
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
9,916
7
Add lines 5 and 6........................
7
1,532,102
8
Enter qualifying distributions from Part XII, line 4.............
8
1,619,607
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 9,916
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 9,916
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 9,916
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 45,272
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 45,272
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 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 35,356
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet35,356 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    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
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.BOTSTIBER.ORG
    14
    The books are in care ofbulletTERRANCE KLINE ADMINISTRATOR Telephone no.bullet (610) 566-3375

    Located atbullet200 E STATE STREET STE 306-AMEDIAPA ZIP+4bullet19063
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    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
    DOROTHY BOYLAN CO-TRUSTEE
    1.00
    5,000 0 0
    C/O 200 E STATE ST STE 306
    MEDIA,PA19063
    TERRANCE KLINE CO-TRUSTEE
    1.00
    5,000 0 0
    C/O 200 E STATE ST STE 306
    MEDIA,PA19063
    TERRANCE KLINE ADMINISTRATOR
    20.00
    57,699 0 0
    C/O 200 E STATE ST STE 306
    MEDIA,PA19063
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    31,237,204
    b
    Average of monthly cash balances.......................
    1b
    1,366,153
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    32,603,357
    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
    32,603,357
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    489,050
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    32,114,307
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,605,715
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    1,605,715
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    9,916
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    9,916
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,595,799
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,595,799
    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
    1,595,799
    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
    1,619,607
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,619,607
    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
    9,916
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,609,691
    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 1,595,799
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 1,560,145
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 1,619,607
    a Applied to 2014, but not more than line 2a 1,560,145
    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..... 59,462
    e Remaining amount distributed out of corpus 0
    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 0
    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 ..........
    1,536,337
    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) ...
    0
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015....  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    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 e-mail address of the person to whom applications should be addressed:
    VALERIE GRUPP ARAPIS
    200 E STATE ST STE 306-A PO BOX
    1819
    MEDIA,PA19063
    (610) 566-3375
    VARAPIS@BOTSTIBER.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    A GRANT PROPOSAL SHALL CONSIST OF A PROPOSAL SUMMARY, NARRATIVE DESCRIPTION AND ALL REQUIRED SUPPORTING INFORMATION
    cAny submission deadlines:
    MARCH 31, 2016
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GRANTS WILL NOT EXCEED $25,000 UNLESS A COMPELLING CASE IS MADE FOR A LARGER GRANT
    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
    ALPEN-ADRIA-UNIVERSITY KLAGENFURT GRAZ WIEN
    SCHOTTENFELDGASSE 29
      1070 WIEN  
    AU
    N/A PC PROMOTE AN UNDERSTANDING BETWEEN UNITED STATES AND AUSTRIA 20,030
    BETHESDA PROJECT
    1630 SOUTH ST
    PHILADELPHIA,PA19146
    N/A PC Grant to provide shelter and supportive services for disadvantaged Philadelphians. 10,000
    CARE USA
    151 ELLIS STREET
    ATLANTA,GA30303
    N/A PC In connection with its humanitarian mission, the Foundation distributed funds to CARE USA to support the Northwest Shan State Water and Sanitation Project in Myanmar. 1,457
    CENTRAL EUROPEAN UNIVERSITY
    PO BOX 1215
    HERNDON,VA20172
    N/A PC PROMOTE AN UNDERSTANDING BETWEEN UNITED STATES AND AUSTRIA 109,500
    DELAWARE COUNTY SPCA
    555 SANDY BANK RD
    MEDIA,PA19063
    N/A PC Grant to renovate and expand the Adoption Center at the Delaware County SPCA. 500,000
    DELAWARE VALLEY SCIENCE FAIRS INC
    3141 CHESTNUT ST
    PHILADELPHIA,PA19104
    N/A PC Grant to provide a four-year scholarship to a student selected by the Delaware Valley Science Fairs. 18,000
    DOMESTIC ABUSE PROJECT OF DELAWARE COUNTY
    14 W SECOND ST
    MEDIA,PA19063
    N/A PC Grant for general operating and programming expenses connected with the Project's mission to prevent domestic violence and provide support to victims of domestic abuse that enables them to become self-sufficient. 5,000
    FIDELITY CHARITABLE GIFT FUND
    PO BOX 770001
    CINCINNATI,OH45277
    N/A PC PROMOTE AN UNDERSTANDING BETWEEN UNITED STATES AND AUSTRIA 50,000
    FREUD MUSEUM LONDON
    20 MARESFIELD GARDENS
      LONDON NW3 5SX  
    UK
    N/A PC PROMOTE AN UNDERSTANDING BETWEEN UNITED STATES AND AUSTRIA 11,000
    HUMANE SOCIETY OF THE UNITED STATES
    2100 L STREET NW
    WASHINGTON,DC20037
    N/A PC In connection with its mission to prevent cruelty to animals and humans, the Foundation in partnership with the Humane Society of the United States (HSUS) has established the Botstiber International Institute for Wildlife Fertility Control. This institute is designed to prevent cruelty to animals through the use and promotion of humane, non-lethal fertility control methods in wildlife population management. 258,500
    MARTIN LUTHER KING JR MEMORIAL SCHOLARSHIP FUND
    PO BOX 6303
    LANCASTER,PA17607
    N/A PC Grant to provide a scholarship award to a student selected by the Martin Luther King, Jr Memorial Scholarship Fund. 5,000
    PHILADELPHIA FIRE DEPARTMENT HISTORICAL CORPORATION
    149 NORTH SECOND ST
    PHILADELPHIA,PA19106
    N/A PC Grant to provide fire prevention and education programming at Fireman's Hall Museum. 5,000
    PHILADELPHIA FUTURES
    230 SOUTH BROAD ST
    PHILADELPHIA,PA19102
    N/A PC Grant to support the academic enrichment opportunities provided to Sponsor-A-Scholar high school students. 5,000
    SWARTHMORE COLLEGE
    500 COLLEGE AVE
    SWARTHMORE,PA19081
    N/A PC Grant to be used for the Chester Children's Chorus, Science for Kids education program. 5,000
    TERESA CARMODY
    PO BOX 7736
    LOS ANGELES,CA90007
    N/A I PROMOTE AN UNDERSTANDING BETWEEN UNITED STATES AND AUSTRIA 8,450
    THE PENNSYLVANIA STATE UNIVERSITY
    OLD MAIN
    UNIVERSITY PARK,PA16802
    N/A PC The Foundation provided funds for tuition, room and board, and expenses for four international stude 224,680
    UNIVERSITY OF PENNSYLVANIA LAW SCHOOL CENTER FOR ETHICS AND RULE OF LAW
    3501 SAMSOM STREET
    PHILADELPHIA,PA19104
    N/A PC Grant to support a two-day conference on legal approaches to combatting violent non-state actors. 10,000
    VILLAGE FOCUS INTERNATIONAL
    19511 S UPPER HIGHLAND RD
    BEAVERCREEK,OR97004
    N/A PC In connection with its humanitarian mission which currently focuses on human trafficking issues in Laos, the Foundation distributed funds to Village Focus International for a one-year pilot program that will prevent male human trafficking, aid those at risk of becoming victims of human trafficking, and aid victims of human trafficking in Laos. For more information on the Botstiber Global Humanitarian Aid Program, please visit www.botstiber.org/international/index.html. 9,586
    WIEN MUSEUM
    KARLSPLATZ 8
      1040 WIEN  
    AU
    N/A PC PROMOTE AN UNDERSTANDING BETWEEN UNITED STATES AND AUSTRIA 14,500
    BETTINA BRANDT
    538 EAST MCCORMICK AVE
    STATE COLLEGE,PA16801
    N/A I PROMOTE AN UNDERSTANDING BETWEEN UNITED STATES AND AUSTRIA 5,680
    FLORIAN TRAUSSNIG
    SCHOECKLBLICKSTASSE 4
      8062 KUMBERG  
    AU
    N/A I PROMOTE AN UNDERSTANDING BETWEEN UNITED STATES AND AUSTRIA 2,800
    GREGG JONES
    3900 VITRUVIAN WAU 2240
    ADDISON,TX75001
    N/A I PROMOTE AN UNDERSTANDING BETWEEN UNITED STATES AND AUSTRIA 12,500
    KATHERINE ARENS
    4806 RED RIVER ST
    AUSTIN,TX78751
    N/A I PROMOTE AN UNDERSTANDING BETWEEN UNITED STATES AND AUSTRIA 3,000
    RON HASSNER
    210 BARROWS HALL
    BERKELEY,CA94720
    N/A I PROMOTE AN UNDERSTANDING BETWEEN UNITED STATES AND AUSTRIA 4,000
    THOMAS ANTONIC
    EINSIEDLERPLATZ 17/12
      A-1050 VIENNA  
    AU
    N/A I PROMOTE AN UNDERSTANDING BETWEEN UNITED STATES AND AUSTRIA 8,600
    VERA KROPF
    LKAMHASSE 3/11
      1080 WIEN  
    AU
    N/A I PROMOTE AN UNDERSTANDING BETWEEN UNITED STATES AND AUSTRIA 6,700
    THE PENNSYLVANIA STATE UNIVERSITY PRESS
    820 NORTH UNIVERSITY DRIVE
    UNIVERSITY PARK,PA16802
    N/A PC TO SUPPORT THE PRESS JOURNAL OF AUSTRIAN AMERICAN HISTORY 20,000
    PENN STATE SCHOLARS PROGRAM
    OLD MAIN
    UNIVERSITY PARK,PA16802
    N/A PC The Foundation provided funds for tuition, room and board, and expenses for four international stude 6,081
    Total .................................bullet 3a 1,340,064
    bApproved for future payment
    THE PENNSYLVANIA STATE UNIVERSITY
    OLD MAIN
    UNIVERSITY PARK,PA16802
    N/A PC The Foundation provided funds for tuition, room and board, and expenses for four international stude 756,282
    Total .................................bullet 3b 756,282
    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 ...........
        14 326  
    4 Dividends and interest from securities....     14 748,744  
    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.....     01 191  
    8
    Gain or (loss) from sales of assets other than inventory ............
        14 433,314  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue:
    aCOMMUNICATIONS FUND K-1
    900099 510 01 -274  
    bPRIVATE SELECTION FUND K-1     01 238  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 510 1,182,539 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,183,049
    (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
    CHARLES SCHWAB

    TY 2015 AccountingFeesSchedule
    Name:
    The Dietrich W Botstiber Foundation
    EIN:
    23-7807828
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 33,976 0   33,976

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

    TY 2015 DepreciationSchedule
    Name:
    The Dietrich W Botstiber Foundation
    EIN:
    23-7807828
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    FILE CABINET 2008-05-27 678 678 200DB   0 0    
    OFFICE CHAIRS 2008-07-29 649 649 200DB   0 0    
    DELL COMPUTER 2010-03-17 665 665 200DB   0 0    
    FURNITURE 2010-05-26 328 299 200DB 7.000000000000 29 0    
    FURNITURE 2010-07-08 3,449 3,231 SL 7.000000000000 218 0    
    EQUIPMENT 2012-02-17 1,807 1,446 SL 5.000000000000 361 0    
    FURNITURE 2013-05-01 910 434 SL 7.000000000000 130 0    
    EQUIPMENT 2013-12-18 632 210 SL 5.000000000000 126 0    
    SOFTWARE 2015-01-08 1,484   SL 3.000000000000 495 0    
    EQUIPMENT 2015-01-21 500 58 SL 5.000000000000 100 0    
    DELL MONITORS 2014-11-20 726   SL 5.000000000000 109 0    
    LENOVO COMPUTER 2014-12-06 735   SL 5.000000000000 110 0    
    XEROX PRINTER 2014-12-22 1,171   SL 5.000000000000 156 0    
    DELL MONITORS 2015-01-11 805   SL 5.000000000000 107 0    
    OFFICE CHAIR 2015-12-04 314   SL 7.000000000000 34 0    
    DESK 2015-11-20 692   SL 7.000000000000 74 0    
    KEYBOARD TRAY 2016-01-13 171   SL 7.000000000000 16 0    
    SOFTWARE 2008-07-25 212 212 200DB 3.000000000000 0 0    
    DELL COMPUTER & PRINTER 2007-12-29 2,250 2,250 200DB 5.000000000000 0 0    
    EQUIPMENT 2008-07-19 1,044 1,044 200DB 5.000000000000 0 0    

    TY 2015 GeneralExplanationAttachment
    Name:
    The Dietrich W Botstiber Foundation
    EIN:
    23-7807828
    Identifier Return Reference Explanation
    DONOR ADVISED FUND DISCLOSURE FORM 990-PF, PAGE 5, PART VII-A, LINE 12 THE FOUNDATION MADE DISTRIUTIONS TO A DONOR ADVISED FUND THAT WERE CONSIDERED QUALIFIED DISTRIBUTIONS. THOSE DISTRIBUTIONS WILL BE USED FOR THE BOTSTIBER SCHOLARS PROGRAM AT PENN STATE UNIVERSITY.

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    The Dietrich W Botstiber Foundation
    EIN:
    23-7807828
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AES CORP 186,844 186,844
    ALLIANT ENERGY CORP 0 0
    AMERICAN EXPRESS 151,041 151,041
    AT&T 307,009 307,009
    BERKSHIRE HATHAWAY 245,299 245,299
    CAMPBELL SOUP 297,528 297,528
    COACH 0 0
    COCA COLA ENT 174,948 174,948
    CONAGRA FOODS INC 274,999 274,999
    CONSOLIDATED EDISON INC 239,295 239,295
    DIAGEO PLC 114,617 114,617
    DISCOVERY COMM INC 0 0
    DOMINION RES INC VA 236,941 236,941
    DUKE ENERGY CORP NEW 0 0
    ENTERGY CORP 272,918 272,918
    ERICSSON LM TEL-SP 175,152 175,152
    EXPRESS SCRIPTS HLDG 214,465 214,465
    HERSHEY COMPANY 188,792 188,792
    INGREDION INC 0 0
    JM SMUCKER CO 163,059 163,059
    KEURIG GREEN MTN INC 0 0
    KRAFT HEINTZ CO 0 0
    MARRIOTT INTL INC 183,318 183,318
    ORANGE SA 0 0
    PG&E CORP 165,378 165,378
    PEPSICO INC 231,648 231,648
    PERRIGO CO PLC 243,125 243,125
    PROCTOR & GAMBLE 130,092 130,092
    ROGERS COMMUN INC 294,823 294,823
    SANOFI SPOND ADR 0 0
    STERICYLCE 144,446 144,446
    TEVA PHARM INDS LTD ADRF 0 0
    TRANSOCEAN INC NEW 0 0
    VIACOM INC 114,970 114,970

    TY 2015 InvestmentsOtherSchedule2
    Name:
    The Dietrich W Botstiber Foundation
    EIN:
    23-7807828
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    DIGITAL REALTY TRUST FMV 83,731 83,731
    VANGUARD CAPITAL OPPORTUNITY ADM FMV 260,929 260,929
    VANGUARD EXPLORER FUND ADMIRAL FMV 160,881 160,881
    VANGUARD INTER-TERM INVEST GR-ADM FMV 1,438,290 1,438,290
    VANGUARD INTERNATIONAL GROWTH ADM FMV 309,678 309,678
    VANGUARD INTERNATIONAL VALUE FUND FMV 246,246 246,246
    VANGUARD PRIMECAP FUND ADMIRAL FMV 900,809 900,809
    VANGUARD SELECTED VALUE FUND FMV 163,544 163,544
    VANGUARD SHORT-TERM INVEST GR ADM FMV 862,611 862,611
    VANGUARD STRATEGIC EQUITY FUND FMV 155,058 155,058
    VANGUARD TOTAL INTL BOND INDX ADMIRAL FMV 928,139 928,139
    VANGUARD TOTAL INTL STOCK INDC ADMIRAL FMV 3,520,705 3,520,705
    VANGUARD TOTAL BOND MKT INDEX ADM FMV 889,996 889,996
    VANGUARD TOTAL STOCK MKT IDX INST FMV 6,496,379 6,496,379
    VANGUARD WINDSOR FUND FMV 748,334 748,334
    ISHARES CORE MSCI EAFE FMV 258,542 258,542
    ISHARES CORE MSCI EMERGING FMV 0 0
    ISHARES MSCI EAFE FMV 360,323 360,323
    ISHARES RUSSELL 1000 FMV 2,599,884 2,599,884
    ISHARES RUSSELL 2000 FMV 636,976 636,976
    ISHARES RUSSELL MID CAP FMV 1,110,787 1,110,787
    S&P 500 FMV 481,030 481,030
    SPDR S&P EMERGING FMV 125,446 125,446
    VANGUARD FTSE EMERGING MARKETS FMV 381,923 381,923
    VANGUARD INTL EQUITY INDEX FMV 661,206 661,206
    VANGUARD REIT ETF FMV 279,900 279,900
    FIDELITY ADV LVGD FMV 845,352 845,352
    FIDELITY NEW INSIGHTS FMV 0 0
    LOOMIS SAYLES STRATEGIC FMV 1,150,401 1,150,401
    TEMPLETON FMV 1,038,344 1,038,344
    MORGAN STANLEY PRIVATE EQUITY FMV 11,904 11,904

    TY 2015 LandEtcSchedule2
    Name:
    The Dietrich W Botstiber Foundation
    EIN:
    23-7807828
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    FILE CABINET 678 678 0  
    OFFICE CHAIRS 649 649 0  
    DELL COMPUTER 665 665 0  
    FURNITURE 328 328 0  
    FURNITURE 3,449 3,449 0  
    EQUIPMENT 1,807 1,807 0  
    FURNITURE 910 564 346  
    EQUIPMENT 632 336 296  
    SOFTWARE 1,484 495 989  
    EQUIPMENT 500 158 342  
    DELL MONITORS 726 109 617  
    LENOVO COMPUTER 735 110 625  
    XEROX PRINTER 1,171 156 1,015  
    DELL MONITORS 805 107 698  
    OFFICE CHAIR 314 34 280  
    DESK 692 74 618  
    KEYBOARD TRAY 171 16 155  
    SOFTWARE 212 212 0  
    DELL COMPUTER & PRINTER 2,250 2,250 0  
    EQUIPMENT 1,044 1,044 0  


    TY 2015 LegalFeesSchedule
    Name:
    The Dietrich W Botstiber Foundation
    EIN:
    23-7807828
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 30,033 15,017   15,016


    TY 2015 OtherAssetsSchedule
    Name:
    The Dietrich W Botstiber Foundation
    EIN:
    23-7807828
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    BENEFICIAL INTEREST IN CRAT 1,669,400 1,747,590 1,747,590


    TY 2015 OtherDecreasesSchedule
    Name:
    The Dietrich W Botstiber Foundation
    EIN:
    23-7807828
    Description Amount
    CHANGE IN DEFERRED FEDERAL EXCISE TAXES 59,540


    TY 2015 OtherExpensesSchedule
    Name:
    The Dietrich W Botstiber Foundation
    EIN:
    23-7807828
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES 398 0   398
    BOARD MEETING EXPENSE 209 0   209
    COMPUTER 4,319 0   4,319
    EDUCATION 70 0   70
    FOREIGN TAX PAID 11,661 11,661   0
    DUES & SUBSCRIPTIONS 129 0   129
    GIFTS 20 0   20
    INSURANCE 2,531 0   2,531
    INSURANCE-WORKERS COMPENSATION 800 0   800
    MEETINGS 467 0   467
    MISC 1,263 0   1,263
    OFFICE SUPPLIES 1,746 0   1,746
    PAYROLL SERVICES 2,693 269   2,424
    POSTAGE 429 0   429
    PROGRAM EXPENSES 51,987 0   51,987
    TELEPHONE 1,137 0   1,137
    FOREIGN TAX WH-GRANT RECIPIENTS 7,238 0   7,238


    TY 2015 OtherIncomeSchedule2
    Name:
    The Dietrich W Botstiber Foundation
    EIN:
    23-7807828
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    other investment 191 191 191
    COMMUNICATIONS FUND K-1 236 -274 236
    PRIVATE SELECTION FUND K-1 238 238 238


    TY 2015 OtherIncreasesSchedule
    Name:
    The Dietrich W Botstiber Foundation
    EIN:
    23-7807828
    Description Amount
    CHANGE IN NET PRESENT VALUE OF FUTURE BENEFIT INT IN TRUST 78,191
    UNREALIZED GAIN ON INVESTMENTS 1,527,579


    TY 2015 OtherLiabilitiesSchedule
    Name:
    The Dietrich W Botstiber Foundation
    EIN:
    23-7807828
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED FEDERAL EXCISE TAX 62,044 153,455


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    The Dietrich W Botstiber Foundation
    EIN:
    23-7807828
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 148,187 148,187   0


    TY 2015 TaxesSchedule
    Name:
    The Dietrich W Botstiber Foundation
    EIN:
    23-7807828
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAXES 42,270 0   0