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
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 01-01-2014 , and ending 12-31-2014
Name of foundation
SAXMAN JR JOHN K CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)PNC BANK NA 620 LIBERTY AVENUE 10
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152222705
A Employer identification number

25-6577111
B Telephone number (see instructions)

(412) 762-5188
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$3,400,605
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)  
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 73,857 73,857  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 210,580
b Gross sales price for all assets on line 6a 1,037,995
7 Capital gain net income (from Part IV, line 2)... 210,580
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 284,437 284,437  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 35,450 17,725   17,725
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 8,437 145   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 43,887 17,870 0 17,725
25 Contributions, gifts, grants paid....... 132,641 132,641
26 Total expenses and disbursements. Add lines 24 and 25 176,528 17,870 0 150,366
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 107,909
b Net investment income (if negative, enter -0-) 266,567
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Page 2
Form 990-PF (2014)
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......... 17,056 99,052 99,052
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,010,285 1,039,585 1,440,861
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).......... 1,675,192 Click to see attachment1,643,136 1,860,692
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) 2,702,533 2,781,773 3,400,605
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 2,689,730 2,761,631
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 12,803 20,142
30 Total net assets or fund balances (see instructions)..... 2,702,533 2,781,773
31 Total liabilities and net assets/fund balances (see instructions). 2,702,533 2,781,773
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
2,702,533
2
Enter amount from Part I, line 27a .....................
2
107,909
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
25
4
Add lines 1, 2, and 3 ..........................
4
2,810,467
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
28,694
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
2,781,773
Form 990-PF (2014)
Page 3
Form 990-PF (2014)
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 20. AETNA INC NEW   2013-05-31 2014-01-01
b 10. ALLERGAN INC   2010-08-23 2014-01-01
c 30. ALTRIA GROUP INC   2013-05-17 2014-01-01
d 10. AMERICAN EXPRESS CO   2009-11-24 2014-01-01
e 6. APPLE INC   2013-11-27 2014-01-01
10. BAXTER INTERNATIONAL INC   2013-08-09 2014-01-01
10. B/E AEROSPACE INC   2013-05-02 2014-01-01
10. BECTON DICKINSON & CO   2013-03-15 2014-01-01
10. CBS CORP CLASS B WI   2013-05-17 2014-01-01
20. CVS CAREMARK CORP   2013-02-22 2014-01-01
10. CANADIAN PACIFIC RAILWAY LTD SEDOL 2793115   2013-11-13 2014-01-01
10. CHEVRON CORPORATION   2010-08-23 2014-01-01
10. CHUBB CORP COM   2009-08-07 2014-01-01
20. CITIGROUP INC   2010-08-23 2014-01-01
10. COCACOLA CO   2010-08-23 2014-01-01
30. COMCAST CORPORATION CL A   2011-12-22 2014-01-01
10. CONOCOPHILLIPS   2013-09-24 2014-01-01
480. D R HORTON INC   2013-03-15 2014-01-01
40. DELTA AIR LINES INC   2013-09-24 2014-01-01
10. DISNEY WALT CO   2012-06-11 2014-01-01
20. DISCOVER FINANCIAL W/I   2012-07-27 2014-01-01
10. EOG RES INC   2013-09-24 2014-01-01
20. EBAY INC   2011-02-17 2014-01-01
10. EXXON MOBIL CORP   2009-06-24 2014-01-01
50. FIFTH THIRD BANCORP   2012-09-05 2014-01-01
70. FORD MTR CO DEL COM PAR $0.01   2013-09-24 2014-01-01
10. FRANKLIN RES INC COM   2013-07-03 2014-01-01
70. GENERAL ELEC CO COM   2012-09-24 2014-01-01
10. GOLDMAN SACHS GROUP INC COM   2013-02-11 2014-01-01
10. HALLIBURTON CO   2013-05-02 2014-01-01
10. HELMERICH & PAYNE INC COM   2013-02-26 2014-01-01
20. HERSHEY FOODS CORP COM   2010-08-23 2014-01-01
10. HOME DEPOT INC COM   2012-01-11 2014-01-01
20. J P MORGAN CHASE & CO COM   2009-06-01 2014-01-01
20. JOHNSON & JOHNSON COM   2011-06-27 2014-01-01
10. LAS VEGAS SANDS CORP   2013-10-23 2014-01-01
40. MICROSOFT CORP   1996-06-17 2014-01-01
10. NIKE INC CL B   2013-03-15 2014-01-01
40. ORACLE CORP   2013-11-27 2014-01-01
10. PPG INDS INC COM   2013-11-13 2014-01-01
10. POLARIS INDS INC   2012-05-10 2014-01-01
20. PROCTER & GAMBLE CO   2013-01-30 2014-01-01
10. QUALCOMM   2011-02-17 2014-01-01
70. REGIONS FINANCIAL CORP   2013-07-03 2014-01-01
10. SCHLUMBERGER LTD COM   2013-11-04 2014-01-01
10. SHIRE PLC SPONSORED ADR   2013-09-24 2014-01-01
120. SMUCKER J M CO COM NEW   2013-09-24 2014-01-01
10. UNION PAC CORP COM   2010-08-23 2014-01-01
20. VERIZON COMMUNICATIONS COM   2013-05-17 2014-01-01
10. VISA INC CLASS A SHARES   2013-02-11 2014-01-01
40. WELLS FARGO & CO NEW COM   2009-08-07 2014-01-01
30. WISCONSIN ENERGY CORP   2009-06-24 2014-01-01
20. WYNDHAM WORLDWIDE CORP   2013-03-25 2014-01-01
30. YAHOO! INC COM   2013-07-23 2014-01-01
30. INVESCO LTD ISIN BMG491BT1088 SEDOL B28XP76   2013-05-09 2014-01-01
10. JAZZ PHARMACEUTICALS PLC SEDOL B4Q5ZN4   2013-09-24 2014-01-01
200. BAXTER INTERNATIONAL INC   2013-08-09 2014-01-09
1210. FORD MTR CO DEL COM PAR $0.01   2013-07-23 2014-01-09
320. BEST BUY INC   2013-09-24 2014-01-21
260. EBAY INC   2011-02-17 2014-01-31
400. CITIGROUP INC   2010-08-23 2014-03-10
100. NU SKIN ENTERPRISES INC   2013-12-27 2014-03-10
240. OMNICARE INC   2013-12-13 2014-03-10
120. PROCTER & GAMBLE CO   2012-11-21 2014-03-10
60. JAZZ PHARMACEUTICALS PLC SEDOL B4Q5ZN4   2013-09-24 2014-03-10
80. CELGENE CORP   2013-09-24 2014-03-17
120. PVH CORP   2012-10-18 2014-03-17
6.152 EAGLE SMALL CAP GROWTH FUND CL I   2013-12-19 2014-03-20
501.132 EAGLE SMALL CAP GROWTH FUND CL I   2010-08-23 2014-03-20
110. PPG INDS INC COM   2013-10-30 2014-03-20
1. WACHOVIA CORP   2001-01-01 2014-03-24
80. CANADIAN PACIFIC RAILWAY LTD SEDOL 2793115   2013-11-13 2014-03-28
200. CHUBB CORP COM   2009-08-07 2014-03-28
90. GOLDMAN SACHS GROUP INC COM   2013-01-23 2014-04-11
290. HALLIBURTON CO   2013-05-02 2014-04-11
200. NIKE INC CL B   2013-03-15 2014-04-11
860. FIFTH THIRD BANCORP   2012-07-27 2014-05-02
230. HERSHEY FOODS CORP COM   2010-08-23 2014-05-08
20. AETNA INC NEW   2013-05-31 2014-05-28
50. ALLERGAN INC   2010-08-23 2014-05-28
10. AMGEN INC   2014-01-21 2014-05-28
10. BOEING CO   2012-08-06 2014-05-28
20. CBS CORP CLASS B WI   2013-05-17 2014-05-28
140. CHEVRON CORPORATION   2010-08-23 2014-05-28
440. COCACOLA CO   2010-08-23 2014-05-28
20. COMCAST CORPORATION CL A   2011-12-22 2014-05-28
30. DELTA AIR LINES INC   2013-07-26 2014-05-28
10. EOG RES INC   2014-04-11 2014-05-28
10. EXXON MOBIL CORP   2009-06-24 2014-05-28
20. FRANKLIN RES INC COM   2013-07-03 2014-05-28
70. GENERAL ELEC CO COM   2012-09-24 2014-05-28
10. HELMERICH & PAYNE INC COM   2013-02-26 2014-05-28
30. J P MORGAN CHASE & CO COM   2009-06-01 2014-05-28
20. JOHNSON & JOHNSON COM   2011-06-27 2014-05-28
10. LOCKHEED MARTIN CORP   2013-11-25 2014-05-28
10. MAGNA INTERNATIONAL ISIN CA5592224011   2014-01-09 2014-05-28
10. MCKESSON HBOC INC COMMN   2013-12-27 2014-05-28
30. MICROSOFT CORP   2014-04-11 2014-05-28
30. ORACLE CORP   2013-11-27 2014-05-28
20. PACKAGING CORP OF AMERICA COM   2014-03-20 2014-05-28
20. QUALCOMM   2011-02-17 2014-05-28
10. SCHLUMBERGER LTD COM   2014-04-11 2014-05-28
10. SHIRE PLC SPONSORED ADR   2013-09-24 2014-05-28
10. UNITED TECHNOLOGIES CORP COM   2009-06-01 2014-05-28
30. WELLS FARGO & CO NEW COM   2009-08-07 2014-05-28
30. WISCONSIN ENERGY CORP   2009-06-24 2014-05-28
10. ZIMMER HOLDINGS INC   2014-03-17 2014-05-28
70. JAZZ PHARMACEUTICALS PLC SEDOL B4Q5ZN4   2013-09-24 2014-05-28
190. B/E AEROSPACE INC   2013-05-02 2014-06-27
10. GOOGLE INC-CL C   2013-10-23 2014-06-27
20. GOOGLE INC-CL C   2008-02-08 2014-06-27
200. METHANEX CORP SEDOL 2654416   2013-11-19 2014-06-27
400. YAHOO! INC COM   2013-07-23 2014-06-27
79. SHIRE PLC SPONSORED ADR   2010-08-23 2014-07-16
20. SHIRE PLC SPONSORED ADR   2013-09-24 2014-07-16
80. ALLERGAN INC   2010-08-23 2014-08-07
280. FRANKLIN RES INC COM   2013-07-03 2014-08-07
71. SHIRE PLC SPONSORED ADR   2010-08-23 2014-08-07
170. LAS VEGAS SANDS CORP   2013-10-23 2014-08-15
330. SUNCOR ENERGY INC ISIN CA8672241079 SEDOL B3NB1P2   2014-05-28 2014-08-15
130. ZIMMER HOLDINGS INC   2014-03-17 2014-08-15
30. HELMERICH & PAYNE INC COM   2013-02-26 2014-08-29
250. MICROSOFT CORP   2014-03-10 2014-08-29
280. DELTA AIR LINES INC   2013-07-26 2014-09-12
160. UNITED TECHNOLOGIES CORP COM   2009-06-01 2014-09-12
330. SUNTRUST BANKS INC COM   2014-03-10 2014-09-19
280. CROWN HOLDINGS INC   2014-06-27 2014-09-22
240. CBS CORP CLASS B WI   2013-05-17 2014-09-26
20. ALTRIA GROUP INC   2013-05-17 2014-10-01
10. APPLE INC   2013-11-27 2014-10-01
10. CVS CAREMARK CORP   2013-02-22 2014-10-01
20. COCA COLA ENTERPRISES   2014-03-10 2014-10-01
20. KROGER CO   2014-05-08 2014-10-01
240. ORACLE CORP   2013-10-23 2014-10-01
370. ORACLE CORP   2004-12-21 2014-10-01
10. PROCTER & GAMBLE CO   2012-11-21 2014-10-01
10. UNITED RENTALS INC COM   2014-09-12 2014-10-01
20. VERIZON COMMUNICATIONS COM   2013-05-17 2014-10-01
24.004 ARTISAN MID CAP VALUE FUND FD 1464   2013-11-21 2014-10-17
578.704 ARTISAN MID CAP VALUE FUND FD 1464   2013-07-23 2014-10-17
340. COCA COLA ENTERPRISES   2014-03-10 2014-10-17
30. EOG RES INC   2014-04-11 2014-10-17
40. EOG RES INC   2013-07-26 2014-10-17
180. MANPOWER GROUP INC   2013-11-04 2014-10-17
40. MANPOWER GROUP INC   2014-08-07 2014-10-17
1. DELL COMPUTER CORP NAME CHG 7/22/03 SEE 24702R101   2001-01-01 2014-10-30
160. HELMERICH & PAYNE INC COM   2013-02-26 2014-11-18
5467.601 EATON VANCE FLOATING RATE FUND CLASS I   2011-03-02 2014-12-08
500. ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND   2009-03-26 2014-12-08
750. ISHARES TR RUSSELL1000VAL   2013-09-24 2014-12-08
360. QUANTA SVCS INC   2014-03-28 2014-12-19
CAPITAL GAIN DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 1,367   1,235 132
b 1,103   637 466
c 1,150   1,119 31
d 891   415 476
e 3,368   3,218 150
693   733 -40
867   631 236
1,102   923 179
627   513 114
1,435   1,029 406
1,516   1,473 43
1,251   755 496
958   482 476
1,045   764 281
406   278 128
1,547   710 837
703   709 -6
10,339   11,765 -1,426
1,088   954 134
742   462 280
1,092   720 372
1,680   1,734 -54
1,083   697 386
1,015   695 320
1,051   749 302
1,067   1,214 -147
570   460 110
1,950   1,567 383
1,761   1,525 236
513   421 92
836   637 199
1,931   952 979
819   434 385
1,165   734 431
1,851   1,309 542
785   713 72
1,496   309 1,187
786   548 238
1,525   1,410 115
1,880   1,835 45
1,444   795 649
1,645   1,501 144
737   590 147
687   689 -2
897   937 -40
1,412   1,204 208
12,445   12,822 -377
1,656   734 922
984   1,066 -82
2,206   1,573 633
1,818   1,173 645
1,242   604 638
1,465   1,257 208
1,217   830 387
1,099   994 105
1,235   884 351
13,940   14,650 -710
19,148   20,735 -1,587
7,880   12,339 -4,459
13,792   9,061 4,731
19,776   14,906 4,870
7,595   13,801 -6,206
13,974   14,197 -223
9,397   8,675 722
9,065   5,302 3,763
12,136   11,783 353
13,792   11,777 2,015
372   346 26
30,339   14,493 15,846
21,406   20,099 1,307
13   13  
11,838   11,782 56
17,568   9,638 7,930
13,816   13,047 769
16,834   12,195 4,639
14,435   10,952 3,483
17,630   12,285 5,345
22,201   10,943 11,258
1,535   1,235 300
7,848   3,187 4,661
1,156   1,192 -36
1,347   733 614
1,212   1,027 185
17,206   10,564 6,642
17,868   12,241 5,627
1,039   473 566
1,211   667 544
1,050   993 57
1,014   695 319
1,105   919 186
1,864   1,567 297
1,087   637 450
1,665   1,101 564
2,009   1,309 700
1,623   1,413 210
1,018   816 202
1,833   1,618 215
1,200   1,183 17
1,251   1,057 194
1,362   1,438 -76
1,607   1,180 427
1,021   973 48
1,726   1,204 522
1,161   552 609
1,515   880 635
1,357   604 753
1,027   946 81
9,913   6,185 3,728
17,469   11,985 5,484
5,770   5,174 596
11,539   5,161 6,378
12,355   12,814 -459
13,688   11,072 2,616
19,475   5,833 13,642
4,930   2,407 2,523
12,595   5,099 7,496
15,198   12,870 2,328
16,588   4,749 11,839
11,636   12,113 -477
12,979   12,685 294
12,672   12,292 380
3,126   1,911 1,215
11,297   9,682 1,615
11,088   6,002 5,086
17,294   8,827 8,467
13,134   13,005 129
12,918   13,902 -984
13,004   12,323 681
917   746 171
992   766 226
793   514 279
875   942 -67
1,034   931 103
9,115   8,198 917
14,052   5,153 8,899
833   681 152
1,049   1,158 -109
989   1,066 -77
616   633 -17
14,855   15,000 -145
13,885   16,011 -2,126
2,728   2,978 -250
3,637   2,919 718
10,926   14,598 -3,672
2,428   3,068 -640
104     104
12,532   10,192 2,340
49,099   49,972 -873
59,336   46,428 12,908
78,898   65,571 13,327
9,842   13,255 -3,413
      15,685
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       132
b       466
c       31
d       476
e       150
      -40
      236
      179
      114
      406
      43
      496
      476
      281
      128
      837
      -6
      -1,426
      134
      280
      372
      -54
      386
      320
      302
      -147
      110
      383
      236
      92
      199
      979
      385
      431
      542
      72
      1,187
      238
      115
      45
      649
      144
      147
      -2
      -40
      208
      -377
      922
      -82
      633
      645
      638
      208
      387
      105
      351
      -710
      -1,587
      -4,459
      4,731
      4,870
      -6,206
      -223
      722
      3,763
      353
      2,015
      26
      15,846
      1,307
       
      56
      7,930
      769
      4,639
      3,483
      5,345
      11,258
      300
      4,661
      -36
      614
      185
      6,642
      5,627
      566
      544
      57
      319
      186
      297
      450
      564
      700
      210
      202
      215
      17
      194
      -76
      427
      48
      522
      609
      635
      753
      81
      3,728
      5,484
      596
      6,378
      -459
      2,616
      13,642
      2,523
      7,496
      2,328
      11,839
      -477
      294
      380
      1,215
      1,615
      5,086
      8,467
      129
      -984
      681
      171
      226
      279
      -67
      103
      917
      8,899
      152
      -109
      -77
      -17
      -145
      -2,126
      -250
      718
      -3,672
      -640
      104
      2,340
      -873
      12,908
      13,327
      -3,413
       
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 2 210,580
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))
2013 142,866 3,110,863 0.045925
2012 104,563 2,918,140 0.035832
2011 135,218 2,828,367 0.047808
2010 106,449 2,635,088 0.040397
2009 154,278 2,346,035 0.065761
2
Total of line 1, column (d) .....................
20.235723
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
0.047145
4
Enter the net value of noncharitable-use assets for 2014 from Part X, line 5.....
4
3,329,805
5
Multiply line 4 by line 3......................
5
156,984
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
2,666
7
Add lines 5 and 6........................
7
159,650
8
Enter qualifying distributions from Part XII, line 4.............
8
150,366
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 (2014)
Page 4
Form 990-PF (2014)
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 5,331
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 5,331
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 5,331
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 6,152
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,152
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 821
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet821 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    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 2014 or the taxable year beginning in 2014 (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 (2014)
    Page 5
    Form 990-PF (2014)
    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 ofbulletPNC BANK NA Telephone no.bullet (412) 762-5188

    Located atbullet620 LIBERTY AVENUEPITTSBURGHPA ZIP+4bullet152222705
    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 2014, 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 2014?.............
    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 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?.............
    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 2014 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 2014.)..................
    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 2014?
    4b
     
    No
    Form 990-PF (2014)
    Page 6
    Form 990-PF (2014)
    Page 6
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    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
    PNC BANK N A TRUSTEE
    7
    35,450    
    620 LIBERTY AVENUE
    PITTSBURGH,PA152222705
    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
    Form 990-PF (2014)
    Page 7
    Form 990-PF (2014)
    Page 7
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2014)
    Page 8
    Form 990-PF (2014)
    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
    3,380,513
    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
    3,380,513
    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
    3,380,513
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    50,708
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,329,805
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    166,490
    Part XI
    Distributable Amount
    1
    Minimum investment return from Part X, line 6....................
    1
    166,490
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    5,331
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,331
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    161,159
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    161,159
    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
    161,159
    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
    150,366
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    150,366
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    150,366
    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 (2014)
    Page 9
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2013
    (c)
    2013
    (d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 161,159
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 132,616
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009...... 0
    b From 2010...... 0
    c From 2011...... 0
    d From 2012...... 0
    e From 2013...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 150,366
    a Applied to 2013, but not more than line 2a 132,616
    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 2014 distributable amount..... 17,750
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2014. 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 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    143,409
    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 2009 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2010.... 0
    b Excess from 2011.... 0
    c Excess from 2012.... 0
    d Excess from 2013.... 0
    e Excess from 2014.... 0
    Form 990-PF (2014)
    Page 10
    Form 990-PF (2014)
    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 2014, 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) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2014)
    Page 11
    Form 990-PF (2014)
    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
    ST CLAIR CEMETERY ASSOCIATION
    964 ST CLAIR WAY
    GREENSBURG,PA156013538
    NONE PC GENERAL SUPPORT 2,653
    ST BARNABAS INC
    ATTN JAMES D TURCO
    5850 MERIDIAN ROAD
    GIBSONIA,PA150449605
    NONE PC GENERAL SUPPORT 13,264
    ST MARGARET FOUNDATION
    ATTN NICOLE DIMANOV
    815 FREEPORT RD
    PITTSBURGH,PA152153301
    NONE PC GENERAL SUPPORT 13,264
    GLADE RUN PRESBYTERIAN CHURCH
    2540 DAYTON-SMICKSBURG RD
    DAYTON,PA162229621
    NONE PC GENERAL SUPPORT 1,326
    BLIND & VISION REHAB SERVS
    1800 W STREET
    HOMESTEAD,PA151202563
    NONE PC GENERAL SUPPORT 6,632
    COMMUNITY FDN OF WESTMORELAND
    ATTN KIRK UTZINGER PRESIDENT
    COUNTY
    GREENSBURG,PA156011386
    NONE PC GENERAL SUPPORT 36,477
    CONGRUITY PRESBYTERIAN CHURCH
    ATTN DOROTHY MARTZ SECRETARY
    136 FENNELTOWN RD
    NEW ALEXANDRIA,PA156702699
    NONE PC GENERAL SUPPORT 1,326
    RIDGE CHURCH UNION CEMETERY
    ATTN JACOB M BLANK JR
    113 MILAK RD
    LATROBE,PA156505180
    NONE PC GENERAL SUPPORT 1,326
    SAINT FRANCIS COMMUNITY SERVS
    ATTN MELANIE OWENS VP & CFO
    PO BOX 1340
    SALINA,KS674021340
    NONE PC GENERAL SUPPORT 6,632
    THE PITTSBURGH FOUNDATION
    ATTN DUSTIN WIDDOSS
    GIFT PLANNING
    PITTSBURGH,PA152225405
    NONE PC GENERAL SUPPORT 36,477
    CANTERBURY PL
    C/O UPMC SENIOR COMMUNITIES
    JODY J PAVLIK ASSIST CONTROLLER
    PITTSBURGH,PA152132536
    NONE PC GENERAL SUPPORT 13,264
    Total .................................bullet 3a 132,641
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Page 12
    Form 990-PF (2014)
    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 73,857  
    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 ............
        18 210,580  
    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)..   284,437  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13284,437
    (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 (2014)
    Page 13
    Form 990-PF (2014)
    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 2015-04-23 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 (2014)
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