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 10-01-2015 , and ending 09-30-2016
Name of foundation
MA RIKARD CHARITABLE TRUST
C/O SYNOVUS TRUST COMPANY
Number and street (or P.O. box number if mail is not delivered to street address)800 SHADES CREEK PARKWAY SUITE 225
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BIRMINGHAM, AL35209
A Employer identification number

63-6231842
B Telephone number (see instructions)

(205) 868-6156
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$4,203,884J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 94,827 94,827  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 87,202
b Gross sales price for all assets on line 6a 1,055,253
7 Capital gain net income (from Part IV, line 2)... 87,202
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 182,029 182,029  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 86,197 32,338   53,859
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 1,908 1,908   0
b Accounting fees (attach schedule)....... Click to see attachment 5,790 5,790   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 447 447   0
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 368 368   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 94,710 40,851   53,859
25 Contributions, gifts, grants paid....... 219,000 219,000
26 Total expenses and disbursements. Add lines 24 and 25 313,710 40,851   272,859
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -131,681
b Net investment income (if negative, enter -0-) 141,178
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......... 123,804 22,440 22,440
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)....... 1,959,124 Click to see attachment1,961,170 3,067,441
c Investments—corporate bonds (attach schedule)....... 1,119,985 Click to see attachment1,087,622 1,114,003
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)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,202,913 3,071,232 4,203,884
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 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 3,202,913 3,071,232
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 0 0
30 Total net assets or fund balances (see instructions)..... 3,202,913 3,071,232
31 Total liabilities and net assets/fund balances (see instructions). 3,202,913 3,071,232
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
3,202,913
2
Enter amount from Part I, line 27a .....................
2
-131,681
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,071,232
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
3,071,232
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 385.0000 AMERICAN EXPRESS CO COM P 2011-04-06 2016-03-21
b 405.0000 BAXALTA INC COM P 2014-01-16 2015-12-15
c 450.0000 BRISTOL-MYERS SQUIBB CO COM P 2011-04-06 2016-08-10
d 77.0000 CHEMOURS CO COM P 2013-04-22 2015-12-15
e 1642.9340 COLUMBIA DIVIDEND OPPORTUNITY FUND CLASS Z #6087 P 2011-10-19 2015-11-09
COLUMBIA DIVIDEND OPPORTUNITY - LTCG DIST P 2011-11-19 2015-12-16
725.0000 E M C CORP MASS COM P 2013-04-22 2016-08-10
AMERICAN EUROPACIFIC GROWTH FUND - LTCG DIST P 2013-04-22 2015-12-28
388.0000 EXPRESS SCRIPTS HLDG CO COM P 2014-01-16 2016-05-03
FEDERATED TOTAL RETURN BD FD IS #328 - LTCG DIST P 2014-01-01 2016-01-04
FIDELITY SMALL CAP VALUE FUND #1389 - LTCG DIST P 2014-01-01 2015-12-07
FIDELITY SMALL CAP VALUE FUND #1389 - LTCG DIST P 2014-01-01 2016-09-12
JP MORGAN MID CAP VALUE FUND CL I - LTCG DIST P 2014-01-01 2015-12-15
.5000 FORTIVE CORP COM P 2009-05-05 2016-07-20
225.0000 GOLDMAN SACHS GRP INC COM P 2011-04-06 2016-05-03
6215.3180 GOLDMAN SACHS STRATEGIC INCOME FUND INST #3716 P 2014-01-16 2016-03-15
HARBOR INTERNATIONAL FUND INST #2011 - LTCG DIST P 2014-01-01 2015-12-21
HEWLETT PACKARD CO COM - LTCG DIST P 2013-04-22 2015-12-28
1325.0000 HEWLETT PACKARD ENTERPRISE CO COM P 2013-04-22 2016-05-03
175.0000 INTL BUSINESS MACHINES CORP COM P 2014-01-16 2016-05-03
MCKESSON CORP COM P 2014-10-24 2016-03-28
FEDERATED GOVERNMENT OBLIGATIONS #5 P 2014-01-01 2016-09-30
AB SMALL CAP GROWTH PORTFOLIO ADV - LTCG DIST P 2014-01-01 2015-12-21
OPPENHEIMER DEVELOPING MARKETS P 2014-01-16 2015-12-16
OPPENHEIMER DEVELOPING MARKETS P 2014-01-16 2016-03-22
QUALCOMM INC COM P 2014-01-16 2015-12-18
RALPH LAUREN CORP CL A P 2014-04-21 2016-05-06
TCW TOTAL RETURN BOND FUND CLASS 1 - LTCG DIST P 2013-04-18 2016-01-04
TEMPLETON GLOBAL BOND FUND - AD #616 P 2013-04-18 2016-03-16
VICTORY MUNDER MIDCAP CORE GROWTH - LTCG DIST P 2011-04-06 2015-12-30
VICTORY MUNDER MIDCAP CORE GROWTH P 2011-04-06 2016-03-16
(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 23,589   17,577 6,012
b 15,241   11,125 4,116
c 27,285   12,171 15,114
d 410   732 -322
e 15,000   12,585 2,415
2,721     2,721
20,530   11,471 9,059
1,579     1,579
28,364   22,258 6,106
80     80
786     786
3,364     3,364
10,301     10,301
25   7 18
36,772   34,986 1,786
58,300   66,255 -7,955
3,284     3,284
28     28
20,925   13,800 7,125
25,198   22,065 3,133
15,723   20,109 -4,386
378,230   378,230 0
4,190     4,190
7,500   9,294 -1,794
86,937   101,568 -14,631
18,169   25,460 -7,291
11,805   19,278 -7,473
810     810
63,137   73,786 -10,649
16,347     16,347
158,623   115,294 43,329
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       6,012
b       4,116
c       15,114
d       -322
e       2,415
      2,721
      9,059
      1,579
      6,106
      80
      786
      3,364
      10,301
      18
      1,786
      -7,955
      3,284
      28
      7,125
      3,133
      -4,386
      0
      4,190
      -1,794
      -14,631
      -7,291
      -7,473
      810
      -10,649
      16,347
      43,329
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 87,202
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 260,304 4,396,134 0.059212
2013 262,521 4,397,638 0.059696
2012 248,987 4,032,973 0.061738
2011 217,754 3,843,513 0.056655
2010 237,578 3,862,100 0.061515
2
Total of line 1, column (d) .....................
20.298816
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
0.059763
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
4,179,422
5
Multiply line 4 by line 3......................
5
249,775
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,412
7
Add lines 5 and 6........................
7
251,187
8
Enter qualifying distributions from Part XII, line 4.............
8
272,859
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 1,412
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 1,412
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 1,412
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 672
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.............. 7 672
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 13
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 753
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   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$ 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)
    bulletAL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    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 ofbulletSYNOVUS TRUST COMPANY Telephone no.bullet (205) 868-6156

    Located atbullet800 SHADES CREEK PARKWAY SUITE 225BHAMAL ZIP+4bullet35209
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    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
    SYNOVUS TRUST COMPANY CO-TRUSTEE
    10.00     		46,197 0 0
    800 SHADES CREEK PARKWAY SUITE 225
    BIRMINGHAM,AL35209
    FRANK A RIKARD CO-TRUSTEE
    6.00     		10,000 0 0
    9340 CLUBHOUSE DRIVE
    FOLEY,AL36535
    GLENN A RIKARD CO-TRUSTEE
    6.00     		10,000 0 0
    600 AYLESFORD LANE
    FRANKLIN,TN37069
    ELIZABETH R VON KRUSENSTIERN CO-TRUSTEE
    6.00     		10,000 0 0
    2230 HENRY STREET
    BELLINGHAM,WA98225
    JOHN VON KRUSENSTIERN CO-TRUSTEE
    6.00     		10,000 0 0
    2230 HENRY STREET
    BELLINGHAM,WA98225
    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
    4,243,068
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,243,068
    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
    4,243,068
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    63,646
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,179,422
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    208,971
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    208,971
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    1,412
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,412
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    207,559
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    207,559
    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
    207,559
    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
    272,859
    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
    272,859
    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
    1,412
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    271,447
    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 7 207,559
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 0
    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...... 24,188
    fTotal of lines 3a through e........ 24,188
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 272,859
    a Applied to 2014, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2015 distributable amount..... 207,559
    e Remaining amount distributed out of corpus 65,300
    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 89,488
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		89,488
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014.... 24,188
    e Excess from 2015.... 65,300
    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:
    FRANK A RIKARD
    9340 CLUBHOUSE ROAD
    FOLEY,AL36535
    (205) 868-6156
    bThe form in which applications should be submitted and information and materials they should include:
    IN LETTER FORM WITH COPY OF REQUESTING ORG. LATEST DETERMINATION LETTER
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    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
    ALABAMA CHILDREN'S HOSPITAL
    1600 7TH AVE S
    BIRMINGHAM,AL35233     		    CHARITABLE 7,000
    ALZHEIMER'S ASSOCIATION ALFL
    117-A LONGWOOD DRIVE SE
    HUNTSVILLE,AL35801     		    CHARITABLE 200
    AMERICAN CANCER SOCIETY
    6525 N MERIDIAN AVE 110
    OKLAHOMA CITY,OK73116     		    CHARITABLE 200
    AMERICAN HEART ASSOCIATION
    7272 GREENVILLE AVE
    DALLAS,TX75231     		    CHARITABLE 200
    AMERICAN INSTITUTE CANCER RESEARCH
    1759 R ST NW
    WASHINGTON,DC20009     		    CHARITABLE 200
    AMERICAN LUNG ASSOCIATION
    14 WALL ST 8C
    NEW YORK,NY10005     		    CHARITABLE 200
    BALDWIN COUNTY HERITAGE MUSEUM
    25521 HWY 98 E
    ELBERTA,AL36530     		    CHARITABLE 2,500
    BIG OAK RANCH INC
    6000 SHELLEY DRIVE
    SPRINGVILLE,AL35146     		    CHARITABLE 5,000
    BUENA VISTA MEMORIAL ASSOCIATION
    641 CO ROAD 4 E
    PRATTVILLE,AL36066     		    CHARITABLE 1,500
    CHRISTIAN SERVICE CENTER
    808 W CENTRAL BLVD
    ORLANDO,FL32805     		    CHARITABLE 1,000
    CITY OF FOLEY ALABAMA FIRE DEPARTMENT
    120 W VERBENA AVE
    FOLEY,AL36535     		    CHARITABLE 1,000
    CITY OF FOLEY ALABAMA POLICE DEPARTMENT
    200 E SECTION AVE
    FOLEY,AL36535     		    CHARITABLE 1,000
    COMMUNITY HOSPICE OF BALDWIN COUNTY
    1450 N MCKENZIE ST
    FOLEY,AL36535     		    CHARITABLE 1,000
    CROSS POINT CHURCH
    8000 LILES LANE
    TRUSSVILLE,AL35173     		    CHARITABLE 1,000
    CROSSHILL CHRISTIAN SCHOOL
    2707 MARANATHA CT SE
    TURNER,OR97392     		    CHARITABLE 3,000
    DISABLED AMERICAN VETERANS (DAV)
    3725 ALEXANDRIA PIKE
    COLD SPRING,KY41076     		    CHARITABLE 300
    ECUMENICAL MINISTRIES INC
    564 FAIRHOPE AVE
    FAIRHOPE,AL36532     		    CHARITABLE 1,500
    FIRST UNITED METHODIST CHURCH
    518 19TH ST N
    BIRMINGHAM,AL35203     		    CHARITABLE 2,000
    FOLEY AL WOMAN'S CLUB
    915 N PINE STREET
    FOLEY,AL36535     		    CHARITABLE 1,000
    FRANKLIN HIGH SCHOOL
    810 HILLSBORO ROAD
    FRANKLIN,TN37064     		    CHARITABLE 7,500
    FRIENDS OF NORTH FORK COMM LIBRARY
    7506 KENDALL ROAD
    MAPLE FALLS,WA98266     		    CHARITABLE 1,500
    FRIENDS OF THE FOLEY AL LIBRARY
    319 E LAUREL AVE
    FOLEY,AL36535     		    CHARITABLE 1,500
    GIRLS ROCK
    242 51ST STREET
    LAWRENCEVILLE,PA15201     		    CHARITABLE 2,500
    GRASSLAND MIDDLE SCHOOL
    2390 HILLSBORO ROAD
    FRANKLIN,TN37069     		    CHARITABLE 2,000
    HABITAT FOR HUMANITY OF BALDWIN CTY AL
    19289 STATE HWY 59 S
    SUMMERDALE,AL36580     		    CHARITABLE 1,000
    HANAPEPE PUBLIC LIBRARY
    4490 KONA RD
    HANAPEPE,HI96716     		    CHARITABLE 500
    HELENA ELEMENTARY SCHOOL
    187 3RD STREET
    HELENA,AL35080     		    CHARITABLE 2,000
    HELENA HIGH SCHOOL
    1310 HILLSBORO PARKWAY
    HELENA,AL35080     		    CHARITABLE 2,000
    HELENA INTERMEDIATE SCHOOL
    3500 COUNTY RD 52
    HELENA,AL35080     		    CHARITABLE 2,000
    HELENA MIDDLE SCHOOL
    1299 HILLSBORO PARKWAY
    HELENA,AL35080     		    CHARITABLE 2,000
    JACOB MORGAN FUND INC
    PO BOX 4649
    GULF SHORES,AL36547     		    CHARITABLE 1,000
    KAUAI HO'O HUI'O RECREATION
    4444 RICE STREET MOIKEHA BUILDING
    SUITE 105
    LIHUE,HI96766     		    CHARITABLE 5,000
    KEKULA NIIHAU O KEKAHA
    8135 KEKAHA RD
    KEKAHA,HI96752     		    CHARITABLE 40,000
    KILOHANA CANOE CLUB
    PO BOX 991
    WAIMEA,HI96796     		    CHARITABLE 1,500
    KULA AUPUNI NIIHAU KAHELELANI ALOHA
    8315 KEKAHA RD P
    KEKAHA,HI96752     		    CHARITABLE 10,000
    MARCH OF DIMES
    450 CENTURY PARK S
    BIRMINGHAM,AL35226     		    CHARITABLE 200
    MONROE CARELL JR CHILDREN'S HOSPITAL AT VANDERBILT
    2200 CHILDRENS WAY
    NASHVILLE,TN37232     		    CHARITABLE 3,500
    MONROE COUNTY HERITAGE MUSEUM ASSOC
    PO BOX 1637
    MONROEVILLE,AL36461     		    CHARITABLE 1,500
    MT BAKER SCHOOL DISTRICT
    4956 DEMING RD
    DEMING,WA98244     		    CHARITABLE 1,500
    NATIONAL TROPICAL BOTANICAL GARDEN
    4425 LAWAI ROAD
    KOLOA,HI96756     		    CHARITABLE 5,000
    OGLETHORPE UNIVERSITY
    4484 PEACHTREE RD NE
    ATLANTA,GA30319     		    CHARITABLE 40,000
    OGLETHORPE UNIVERSITY
    4484 PEACHTREE RD NE
    ATLANTA,GA30319     		    CHARITABLE 25,000
    RIVERSIDE MILITARY ACADEMY
    2001 RIVERSIDE DRIVE
    GAINESVILLE,GA30501     		    CHARITABLE 2,500
    SALVATION ARMY
    2410 REVEREND ABRAHAM WOODS JR BLVD
    BIRMINGHAM,AL35203     		    CHARITABLE 7,500
    SALVATION ARMY
    2410 REVEREND ABRAHAM WOODS JR BLVD
    BIRMINGHAM,AL35203     		    CHARITABLE 2,500
    SOUTH BALDWIN LITERACY COUNCIL
    21441 US-98
    FOLEY,AL36535     		    CHARITABLE 3,000
    SOUTH BALDWIN NEWCOMERS COUNCIL
    PO BOX 1653
    GULF SHORES,AL36547     		    CHARITABLE 1,000
    ST ANDREWS BY THE SEA CHURCH
    17263 FORT MORGAN ROAD
    GULF SHORES,AL36542     		    CHARITABLE 4,000
    STURDIVANT MUSEUM ASSOCIATION
    713 MABRY STREET
    SELMA,AL36701     		    CHARITABLE 2,500
    THE DAVID & SUE VOSLOH FOUNDATION
    23342 CARNOUSTIE DRIVE
    FOLEY,AL36535     		    CHARITABLE 1,500
    UNITED WAY OF BALDWIN COUNTY
    700 N MCKENZIE ST
    FOLEY,AL36535     		    CHARITABLE 2,500
    UNITED WAY OF CENTRAL ALABAMA
    3600 8TH AVE S
    BIRMINGHAM,AL35222     		    CHARITABLE 2,500
    UNIVERSITY OF NORTH GEORGIA
    82 COLLEGE CIRCLE
    DAHLONEGA,GA30597     		    CHARITABLE 1,000
    Total .................................bullet 3a 219,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........     		         
    4 Dividends and interest from securities....     14 94,827  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............     		    18 87,202  
    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).. 0 182,029 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13182,029
    (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:
    MA RIKARD CHARITABLE TRUST
     
    C/O SYNOVUS TRUST COMPANY
    EIN:
    63-6231842
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 5,790 5,790   0

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    MA RIKARD CHARITABLE TRUST
     
    C/O SYNOVUS TRUST COMPANY
    EIN:
    63-6231842
    Name of Bond End of Year Book Value End of Year Fair Market Value
    MARKETABLE SECURITIES 1,087,622 1,114,003

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    MA RIKARD CHARITABLE TRUST
     
    C/O SYNOVUS TRUST COMPANY
    EIN:
    63-6231842
    Name of Stock End of Year Book Value End of Year Fair Market Value
    MARKETABLE SECURITIES 1,961,170 3,067,441

    TY 2015 LegalFeesSchedule
    Name:
    MA RIKARD CHARITABLE TRUST
     
    C/O SYNOVUS TRUST COMPANY
    EIN:
    63-6231842
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 1,908 1,908   0


    TY 2015 OtherExpensesSchedule
    Name:
    MA RIKARD CHARITABLE TRUST
     
    C/O SYNOVUS TRUST COMPANY
    EIN:
    63-6231842
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADMINISTRATIVE EXPENSES 368 368   0


    TY 2015 TaxesSchedule
    Name:
    MA RIKARD CHARITABLE TRUST
     
    C/O SYNOVUS TRUST COMPANY
    EIN:
    63-6231842
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 447 447   0