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. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
RUTH C AND CHARLES S SHARP FOUNDATION INC
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 560397   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
THE COLONY, TX75056
A Employer identification number

75-6045366
B Telephone number (see instructions)

(972) 221-6202
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$13,702,963J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
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
3 Interest on savings and temporary cash investments 6,235 6,235  
4 Dividends and interest from securities...... 185,104 185,104  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,509,326
b Gross sales price for all assets on line 6a 3,309,996
7 Capital gain net income (from Part IV, line 2)... 1,509,326
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 29,209 29,209  
12 Total. Add lines 1 through 11........ 1,729,874 1,729,874  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 33,916 0   33,916
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 198 0   198
b Accounting fees (attach schedule)....... Click to see attachment 10,557 7,932   2,625
c Other professional fees (attach schedule).... Click to see attachment 106,288 106,288   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 15,916 12,969   2,947
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 13,810 10,282   3,528
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 180,685 137,471   43,214
25 Contributions, gifts, grants paid........ 1,603,083 1,603,083
26 Total expenses and disbursements. Add lines 24 and 25 1,783,768 137,471   1,646,297
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -53,894
b Net investment income (if negative, enter -0-) 1,592,403
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
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............... 229,204 136,308 136,281
2 Savings and temporary cash investments.......... 1,259,489 1,664,836 1,664,836
3 Accounts receivable bullet589
Less: allowance for doubtful accounts bullet   1,514 589  
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) bullet452,139
Less: allowance for doubtful accounts bullet0 286,760 452,139 452,139
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)........ 3,924,962 Click to see attachment3,473,831 6,881,251
c Investments—corporate bonds (attach schedule)........ 206,400 Click to see attachment496,300 491,400
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 2,055,087 Click to see attachment1,634,278 4,070,864
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment5,058 Click to see attachment6,192 Click to see attachment6,192
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,968,474 7,864,473 13,702,963
Liabilities 17 Accounts payable and accrued expenses..........   249
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).......... 0 249
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 7,968,474 7,864,224
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 7,968,474 7,864,224
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 7,968,474 7,864,473
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 7,968,474
2 Enter amount from Part I, line 27a..................... 2 -53,894
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 7,914,580
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 50,356
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 7,864,224
Form 990-PF (2013)
Form 990-PF (2013)
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 4490 PENTAIR LTD P 2011-08-04 2013-01-07
b 7100 CHINAEDU CORP SPONSORED ADR P   2013-02-06
c 500 SYNGENTA AG SPONSORED ADR P 2011-08-08 2013-06-25
d 300 SYNGENTA AG SPONSORED ADR P 2011-08-08 2013-06-26
e 2400 CISCO SYS INC P 2006-08-08 2013-07-15
3500 MICROSOFT CORP P   2013-07-18
1300 ACCENTURE LTD P   2013-08-07
700 CHECK POINT SOFTWARE TECH LTD P 2012-07-23 2013-08-07
400 CHECK POINT SOFTWARE TECH LTD P 2012-08-31 2013-08-07
1800 MICROSOFT CORP P   2013-08-07
2800 SYNGENTA AG SPONSORED ADR P   2013-08-07
7400 MICROSOFT CORP P   2013-08-08
5100 NOBLE ENERGY INC P 1999-10-29 2013-08-29
200 SYNGENTA AG SPONSORED ADR P 2011-08-19 2013-08-29
1000 NOBLE ENERGY INC P 1999-10-29 2013-09-12
1300 SOUTHWESTERN ENERGY INC P 2007-08-22 2013-09-12
2480 MOSAIC CO P 2011-09-29 2013-09-26
580 PROSHARES TR PROSHARES ULTRASHORT P 2012-05-07 2013-01-22
2100 PROSHARES ULTRASHORT DOW30 P 2012-09-06 2013-01-22
320 PROSHARES TR PROSHARES ULTRASHORT P 2011-08-12 2013-01-23
500 CELGENE CORP P 2009-06-19 2013-03-01
800 COGNIZANT TECHNOLOGY SOULTIONS CORP P   2013-03-01
900 J2 GLOBAL INC P 2008-11-17 2013-03-01
1100 DE LUX CORP P   2013-03-26
300 CELGENE CORP P 2009-06-19 2013-04-02
200 CELGENE CORP P 2009-06-19 2013-04-15
1400 DANAHER CORP P 2008-12-03 2013-05-02
6800 CISCO SYSTEMS INC P   2013-05-07
2200 LINEAR TECHNOLOGY CORP P 1996-04-18 2013-05-07
1000 PROSHARES ULTRASHORT DOW30 P 2012-09-06 2013-05-07
500 PROSHARES ULTRASHORT DOW30 P 2012-09-06 2013-05-09
1100 PROSHARES ULTRASHORT DOW30 P 2012-09-06 2013-06-03
50 INTUTIVE SURGICAL INC P 2009-03-02 2013-06-03
100 INTUITIVE SURGICAL INC P 2009-03-02 2013-07-18
900 J2 GLOBAL INC P 2008-11-17 2013-07-18
900 AKAMAI TECHNOLOGIES INC P 2008-11-13 2013-07-18
200 GOOGLE INC P 2008-12-16 2013-07-31
1100 COGNIZANT TECHNOLOGY SOLUTIONS CORP P 2008-11-21 2013-07-31
500 CELGENE CORP P 2009-06-19 2013-07-31
1230 BRISTOL MYERS SQUIBB CO P   2013-10-15
150 GARMIN LTD P 2009-01-06 2013-11-15
300 MERCK & CO ONC P 1992-12-31 2013-11-15
350 PFIZER INC P 2008-12-01 2013-11-15
150 SUNOCO LOGISTICS PARTNERS P 2009-03-10 2013-11-15
640 MAGELLAN MIDSTREAM PARTNERS P   2013-11-15
915 RAYONIER INC P   2013-11-15
70 AMERIGAS PARTNERS LP P 2009-02-25 2013-12-13
360 DU PONT E I DE NEMOURS & CO P   2013-12-13
60 ELI LILLY & CO P 2008-12-01 2013-12-13
400 GARMIN LTD P 2009-01-06 2013-12-13
200 INTEL CORP P 2013-08-20 2013-12-13
130 KIMBERLY CLARK CORP P 2009-02-20 2013-12-13
70 LEGGET & PLATT INCORPORATED P 2009-11-02 2013-12-13
50 MAGELLEN MIDSTREAM PARTNERS LP P 2008-12-01 2013-12-13
100 MAXIM INTEGRATED PRODUCTS INC P 1996-08-28 2013-12-13
300 MERCK & CO INC P 1992-12-31 2013-12-13
110 MICROCHIP TECHNOLOGY INC P 2009-06-08 2013-12-13
150 SUNOCO LOGISTICS PARTNERS LP P 2009-03-10 2013-12-13
(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 224,381   152,002 72,379
b 39,546   49,908 -10,362
c 38,019   29,308 8,711
d 23,433   17,585 5,848
e 61,703   41,912 19,791
123,761   60,748 63,013
94,651   43,767 50,884
40,290   33,294 6,996
23,023   18,297 4,726
72,056   58,842 13,214
221,933   164,120 57,813
242,474   140,926 101,548
314,670   32,417 282,253
15,599   11,719 3,880
66,557   6,356 60,201
49,605   24,261 25,344
109,890   136,393 -26,503
28,748   36,610 -7,862
91,770   101,358 -9,588
15,742   31,463 -15,721
52,533   23,499 29,034
62,125   14,923 47,202
32,367   15,261 17,106
45,456   17,129 28,327
35,348   14,099 21,249
23,595   9,400 14,195
84,515   34,516 49,999
138,719   89,469 49,250
83,014   18,013 65,001
35,295   48,266 -12,971
17,507   24,133 -6,626
37,590   53,092 -15,502
24,923   4,361 20,562
41,899   8,722 33,177
41,397   15,261 26,136
40,894   10,277 30,617
178,420   60,084 118,336
80,647   16,453 64,194
73,524   23,499 50,025
58,487   23,792 34,695
7,030   3,129 3,901
14,361   1,852 12,509
11,168   5,459 5,709
10,371   3,637 6,734
39,283   11,850 27,433
39,994   17,152 22,842
3,046   1,736 1,310
21,678   8,686 12,992
2,971   1,910 1,061
18,616   8,343 10,273
4,838   4,542 296
13,526   6,235 7,291
2,032   1,354 678
2,941   934 2,007
2,746   756 1,990
14,512   1,852 12,660
4,545   1,917 2,628
10,232   3,791 6,441
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       72,379
b       -10,362
c       8,711
d       5,848
e       19,791
      63,013
      50,884
      6,996
      4,726
      13,214
      57,813
      101,548
      282,253
      3,880
      60,201
      25,344
      -26,503
      -7,862
      -9,588
      -15,721
      29,034
      47,202
      17,106
      28,327
      21,249
      14,195
      49,999
      49,250
      65,001
      -12,971
      -6,626
      -15,502
      20,562
      33,177
      26,136
      30,617
      118,336
      64,194
      50,025
      34,695
      3,901
      12,509
      5,709
      6,734
      27,433
      22,842
      1,310
      12,992
      1,061
      10,273
      296
      7,291
      678
      2,007
      1,990
      12,660
      2,628
      6,441
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,509,326
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 page 18 of the 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))
2012 1,142,609 13,130,742 0.087018
2011 1,549,719 14,114,508 0.109796
2010 2,050,163 15,242,376 0.134504
2009 1,526,903 14,107,558 0.108233
2008 1,589,537 15,495,004 0.102584
2 Total of line 1, column (d) ...................... 2 0.542135
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 0.108427
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 12,865,457
5 Multiply line 4 by line 3....................... 5 1,394,963
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 15,924
7 Add lines 5 and 6......................... 7 1,410,887
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,646,297
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 (2013)
Form 990-PF (2013)
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 Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 15,924
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 15,924
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 15,924
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 5,632
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 5,632
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 193
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 10,485
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 2014 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 page 19 of
the 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)
    bullet
    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 2013 or the taxable year beginning in 2013 (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
    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 ofbulletPENN DAVIS MCFARLAND INC Telephone no.bullet (214) 871-2772
    Located atbullet2626 COLE AVE STE 504DALLASTX ZIP+4bullet75204
    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 2013, 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 Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    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 page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    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 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    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 2013 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 2013.)....................
    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 2013?
    4b
     
    No
    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 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    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
    RUTH SHARP ALTSHULER PRESIDENT & DIRECTOR
    4.00     		0 0 0
    LB 24 2626 COLE AVE
    DALLAS,TX75204
    SALLY S HARRIS VICE PRESIDENT & DIRECTOR
    4.00     		0 0 0
    LB 24 2626 COLE AVE
    DALLAS,TX75204
    SUSAN F SHARP DIRECTOR
    4.00     		0 0 0
    LB 24 2626 COLE AVE
    DALLAS,TX75204
    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 NONE 0
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    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 NONE 0
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    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
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    643,273
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    15,924
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
    341
    c
    Add lines 2a and 2b............................
    2c
    16,265
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    627,008
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    627,008
    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
    627,008
    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
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    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 (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 627,008
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 832,821
    b From 2009....... 831,301
    c From 2010....... 1,311,322
    d From 2011....... 854,110
    e From 2012....... 492,229
    fTotal of lines 3a through e......... 4,321,783
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 1,646,297
    a Applied to 2012, 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 2013 distributable amount..... 627,008
    e Remaining amount distributed out of corpus 1,019,289
    5 Excess distributions carryover applied to 2013. 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 5,341,072
    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 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		832,821
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		4,508,251
    10 Analysis of line 9:
    a Excess from 2009.... 831,301
    b Excess from 2010.... 1,311,322
    c Excess from 2011.... 854,110
    d Excess from 2012.... 492,229
    e Excess from 2013.... 1,019,289
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    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 2013, 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) 2013 (b) 2012 (c) 2011 (d) 2010
             
    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 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 (2013)
    Form 990-PF (2013)
    Page 10
    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
    SOUTHERN METHODIST UNIVERSITY
    6425 BOAZ LN
    DALLAS,TX75205     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 350,933
    BAYLOR HEALTH CARE SYSTEM FOUNDATION
    3500 GASTON AVE
    DALLAS,TX75246     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 125,000
    UNITED WAY OF METROPOLITAN DALLAS
    1800 N LAMAR ST
    DALLAS,TX75202     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 125,000
    SALVATION ARMY
    5554 HARRY HINES BLVD
    DALLAS,TX75235     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 85,050
    LIBRARY OF CONGRESS
    101 INDEPENDENCE AVE SE
    WASHINGTON,DC20540     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 52,500
    TEXAS STATE HISTORY MUSEUM FUND
    1800 CONGRESS AVE
    AUSTIN,TX78703     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 50,000
    IN-SYNC EXOTICS
    PO BOX 968
    WYLIE,TX75098     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 41,000
    NATIONAL FOOTBALL FOUNDATION
    433 E LAS COLINAS BLVD STE 1130
    IRVING,TX75039     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 40,000
    PLANNED LIVING ASSISTANCE NETWORK (PLAN)
    13151 EMILY RD STE 240
    DALLAS,TX75240     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 32,500
    VISITING NURSES ASSOCIATION
    1600 VICEROY DR STE 400
    DALLAS,TX75235     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 32,500
    DALLAS BAPTIST UNIVERSITY
    3000 MONUTAIN CRREK PKY
    DALLAS,TX75211     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 28,000
    CALLIER CARES
    800 W CAMPBELL RD AD13
    RICHARDSON,TX75090     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 25,000
    DALLAS SUMMER MUSICALS
    909 1ST AVE
    DALLAS,TX75210     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 25,000
    OLD RED MUSEUM
    100 S HOUSTON ST
    DALLAS,TX75202     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 25,000
    UNIVERSITY OF TEXAS AT DALLAS
    800 W CAMPBELL RD
    RICHARDSON,TX75080     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 25,000
    DALLAS SYMPHONY ORCHESTRA
    2301 FLORA ST
    DALLAS,TX75201     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 20,000
    HOCKADAY SCHOOL
    11600 WELCH RD
    DALLAS,TX75229     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 20,000
    VOLUNTEER CENTER OF N TEXAS
    2800 LIVE OAK ST
    DALLAS,TX75204     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 20,000
    DALLAS MUSEUM OF ART
    1717 N HARWOOD ST
    DALLAS,TX75201     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 17,500
    GENESIS WOMEN'S SHELTER
    4411 LEMMON AVE STE 201
    DALLAS,TX75219     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 15,100
    CRYSTAL CHARITY BALL
    30 1/2 HIGHLAND PARK VILLAGE STE
    206
    DALLAS,TX75205     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 15,000
    JUVENILE DIABETES RESEARCH FOUNDATION
    9400 N CENTRAL EXPY STE 1201
    DALLAS,TX75231     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 15,000
    THE BETHLEHAM FOUNDATION
    1159 W CAMP WISDON RD
    DALLAS,TX75232     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 15,000
    RESOURCE CENTER DALLAS
    2701 REAGAN ST
    DALLAS,TX75219     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 12,500
    4 WORD
    4516 LOVERS LN
    DALLAS,TX75225     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 10,000
    AMERICAN RED CROSS - DALLAS
    4800 HARRY HINES BLVD
    DALLAS,TX75235     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 10,000
    DALLAS ARBORETUM
    8525 GARLAND RD
    DALLAS,TX75218     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 10,000
    DALLAS CHILDREN'S ADVOCACY
    5351 SAMUEL BLVD
    DALLAS,TX75228     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 10,000
    FOUNDATION FOR BRAIN HEALTH ADVANCES
    8100 LOMO ALTO DR STE 220
    DALLAS,TX75225     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 10,000
    FRIEND OF KERA
    3000 HARRY HINES BLVD
    DALLAS,TX75201     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 10,000
    INDEPENDENT INSTITUTE
    100 SWAN WAY
    OAKLAND,CA94621     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 10,000
    LAUNCHABILITY
    4350 SIGMA RD STE 100
    DALLAS,TX75244     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 10,000
    MENTAL HEALTH AMERICA OF GREATER DALLAS
    624 N GOOD LATIMER EXPY
    DALLAS,TX75204     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 10,000
    METHODIST HEALTH SYSTEM FOUNDATION
    1441 N BECKLEY AVE
    DALLAS,TX75203     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 10,000
    PARKLAND FOUNDATION
    2777 N STEMMONS FWY STE 1700
    DALLAS,TX75207     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 10,000
    TEXAS CULTURAL TRUST
    823 CONGRESS AVE
    AUSTIN,TX78703     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 10,000
    THE SENIOR SOURCE
    3910 HARRY HINE BLVD
    DALLAS,TX75219     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 10,000
    AT&T PERFORMING ARTS CENTER
    2403 FLORA ST STE 500
    DALLAS,TX01230     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 7,500
    THE GLOBAL FUND FOR CHILDREN
    1101 14TH ST NW STE 420
    WASHINGTON,DC20005     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 7,500
    HERE
    145 SIXTH AVE
    NY,NY10013     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 7,000
    WILKINSON CENTER
    5200 BRYAN ST
    DALLAS,TX75206     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 7,000
    AMERICAN FOUNDATION FOR THE BLIND
    2 PENN PLAZA STE 1102
    NY,NY10121     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 6,000
    NOTRE DAME SCHOOL
    2018 ALLEN ST
    DALLAS,TX75204     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 6,000
    ST LUKE AME CHURCH
    521 W AVE E
    GARLAND,TX75040     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 6,000
    AFRICAN AMERICAN MUSEUM
    3536 GRAND AVE
    DALLAS,TX75210     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 5,000
    AGAPE CLINIC
    4105 JUNIUS ST
    DALLAS,TX75246     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 5,000
    AMERICAN HEART ASSOCIATION
    7272 GREENVILLE AVE
    DALLAS,TX75231     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 5,000
    BERKSHIRE PPLAYWRIGHT LAB
    PO BOX 118
    GREAT BARRINGTON,MA01230     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 5,000
    CITY SQUARE
    409 N HASKELL AVE
    DALLAS,TX75246     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 5,000
    DALLAS HISTORICAL SOCIETY
    3939 GRAND AVE
    DALLAS,TX75210     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 5,000
    FRIENDS OF UT SOUTHWESTERN ZALE LIPSHY HOSPITAL
    5151 HARRY HINES BLVD
    DALLAS,TX75390     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 5,000
    GALAXY COUNSELING CENTER
    1025 S JUPITER RD
    GARLAND,TX75042     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 5,000
    GIRLS INC
    2040 EMPIRE CENTRAL DR
    DALLAS,TX75235     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 5,000
    HEROES FOR CHILDREN
    1701 N COLLINS BLVD STE 240
    RICHARDSON,TX75080     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 5,000
    NASHER SCULPTURE CENTER
    2001 FLORA ST
    DALLAS,TX75201     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 5,000
    PEROT MUSEUM OF NATURE & SCIENCE
    2201 N FIELD ST
    DALLAS,TX75201     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 5,000
    RETINA FOUNDATION OF SOUTHWEST
    9600 N CENTRAL EXPY STE 200
    DALLAS,TX75231     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 5,000
    SAFER DALLAS BETTER DALLAS
    8150 N CENTRAL EXPY STE 1900
    DALLAS,TX75206     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 5,000
    STEW POT
    1835 YOUNDG ST
    DALLAS,TX75201     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 5,000
    SWEETHEART BALL
    3318 BEVERLY DR
    DALLAS,TX75205     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 5,000
    TABNERACLE BAPTIST CHURCH
    3403 MCBROOM ST
    DALLAS,TX75212     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 5,000
    THE BRIDGE
    1818 CORSICANA ST
    DALLAS,TX75201     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 5,000
    THEATER THREE
    2800 ROUTH ST
    DALLAS,TX75201     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 5,000
    TRINITY LIME ROCK EPISCOPAL CHURCH
    484 LIME ROCK RD
    LAKEVILLE,CT06039     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 5,000
    CURTIS INSTITUTE OF MUSCI
    1726 LOCUST ST
    PHILADELPHIA,PA19103     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 4,000
    INTERFAITH HOUSING COALITION
    5600 ROSS AVE
    DALLAS,TX75206     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 3,750
    BROTHER BILL'S HELPING HAND
    3906 N WESTMORELAND RD
    DALLAS,TX75212     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 3,700
    FAITH UNITED METHODIST CHURCH
    615 OLD CAMPBELL RD
    RICHARDSON,TX75080     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 3,000
    ALBERT SCHWEITZER FELLOWSHIP
    109 BROOKLINE AVE
    BOSTON,MA02215     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 2,900
    BOYS & GIRLS CLUB OF GREATER DALLAS
    4816 WORTH ST
    DALLAS,TX75246     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 2,500
    CHIAPAS
    2284 VANTAGE ST
    DALLAS,TX75207     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 2,500
    COMMUNITIES PARTNERS OF DALLAS
    1215 SKILES ST
    DALLAS,TX75204     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 2,500
    CROW COLLECTION OF ASIAN ART
    2010 FLORA ST
    DALLAS,TX75201     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 2,500
    DALLAS CHILDRENS THEATER
    5938 SKILLMAN ST
    DALLAS,TX75231     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 2,500
    DALLAS FURNITURE BANK
    1417 UPFIELD DR
    CARROLLTON,TX75006     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 2,500
    DALLAS THEATER CENTER
    2400 FLORA ST
    DALLAS,TX75201     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 2,500
    DAUGHTERS OF WWII
    5600 LOVERS LN STE 116
    DALLAS,TX75209     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 2,500
    EAST DALLAS COMMUNITY SCHOOL
    924 WAYNE ST
    DALLAS,TX75223     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 2,500
    EQUEST
    3800 TROY RD
    WYLIE,TX75098     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 2,500
    EXODUS MINISTRIES
    4630 MUNGER AVE STE 110
    DALLAS,TX75204     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 2,500
    JR LEAGUE OF DALLAS
    8003 INWOOD RD
    DALLAS,TX75209     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 2,500
    NATIONAL SPORTING LIBRARY MUSEUM
    102 THE PLAINS RD
    MIDDLEBURG,VA20117     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 2,500
    NEW FRIENDS NEW LIFE
    PO BOX 192378
    DALLAS,TX75209     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 2,500
    NORTH TEXAS FOOD BANK
    4500 S COCKRELL HILL RD
    DALLAS,TX75236     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 2,500
    PLANNED PARENTHOOD
    7424 GREENVILLE AVE STE 206
    DALLAS,TX75231     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 2,500
    SHARED HOUSING CENTER
    402 N GOOD LATIMER EXPY
    DALLAS,TX75204     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 2,500
    ST PHILLIPS SCHOOL & COMMUNITY CENTER
    1600 PENNSYLVANIA AVE
    DALLAS,TX75215     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 2,500
    SUICIDE & CRISIS CENTER
    2808 SWISS AVE
    DALLAS,TX75204     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 2,500
    TEXAS DISCOVERY GARDENS
    3601 MARTIN LUTHER KING JR BLVD
    DALLAS,TX75210     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 2,500
    THE FAMILY PLACE
    11722 MARSH LN STE 354
    DALLAS,TX75229     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 2,500
    YWCA YW EMPOWERING WOMEN
    4144 N CENTRAL EXPY STE 580
    DALLAS,TX75204     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 2,500
    KITTICO
    PO BOX 600447
    DALLAS,TX75360     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 2,000
    OPERATION KINDNESS
    3201 EARHART DR
    CARROLLTON,TX75006     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 2,000
    SM WRIGHT FOUNDATION
    9213 SOVEREIGN ROW
    DALLAS,TX75247     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 2,000
    COMMUNITIES FOUNDATION OF TEXAS
    5500 CARUTH HAVEN LN
    DALLAS,TX75225     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 1,500
    DALLAS ZOOLOGICAL SOCIETY
    650 S RL THORTON FWY
    DALLAS,TX75203     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 1,500
    HUMANE SOCIETY OF BRUNSWICK
    30 RANGE RD
    BRUNSWICK,ME04011     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 1,500
    THE MOUNT
    2 PLUNKETT ST
    LENOX,MA01240     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 1,500
    T BAR M RACQUET CLUB
    6060 DILBECK LN
    DALLAS,TX75240     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 1,400
    DALLAS HERITAGE VILLAGE
    1515 HARWOOD ST
    DALLAS,TX75215     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 1,250
    GRACE UNITED METHODIST CHURCH
    4105 JUNIUS ST
    DALLAS,TX75246     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 1,250
    ARTHRITIS FOUNDATION SOUTH CENTRAL REGION
    4300 MACARTHUR AVE STE 245
    DALLAS,TX75209     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 1,000
    CAMP SUMMIT
    17210 CAMPBELL RD STE 180
    DALLAS,TX75252     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 1,000
    CRESCENDO INC
    PO BOX 245
    LAKEVILLE,CT06039     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 1,000
    FAIRVIEW HOSPITAL
    29 LEWIS AVE
    GREAT BARRINGTON,MA01230     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 1,000
    FRIENDS OF DALLAS POLICE DEPARTMENT
    12455 WOOD MANOR CR
    DALLAS,TX75234     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 1,000
    FRIENDS OF DALLAS PUBLIC LIBRARY
    1515 YOUNG ST
    DALLAS,TX75201     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 1,000
    GIRL SCOUTS OF NORTHEAST TEXAS
    6001 SUMMERSIDE DR STE 101
    DALLAS,TX75252     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 1,000
    HIGHLAND PARK UNITED METHODIST CHURCH
    3300 MOCKINGBIRD LN
    DALLAS,TX75205     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 1,000
    HISTORY OF WEST MUSEUM
    N REAGAN ST
    WEST,TX76691     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 1,000
    LES FEMMES DU MONDE
    8039 WESTOVER DR
    DALLAS,TX75238     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 1,000
    MEADOWS MUSEUM
    5400 BISHOP BLVD
    DALLAS,TX75205     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 1,000
    NON-GALA EVENT
    4113 STANHOPE
    DALLAS,TX75205     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 1,000
    PEDI PLACE
    502 S OLD ORCHARD LN STE 126
    LEWISVILLE,TX75067     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 1,000
    TACA
    1722 ROUTH ST
    DALLAS,TX75201     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 1,000
    ALLL NATIONS CHRISTIAN CHURCH INTERNATIONAL
    PO BOX 19805
    AMARILLO,TX79114     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 500
    AMERICAN CANCER SOCIETY
    8900 JOHN CARPENTER FWY
    DALLAS,TX75247     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 500
    ASTON MAGNA
    PO BOX 28 GREAT BARRINGTON
    GREAT BARRINGTON,MA01230     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 500
    AVANCE
    2060 SINGLETON BLVD STE 103
    DALLAS,TX75212     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 500
    BERKSHIRE BACH
    PO BOX 1002
    GREAT BARRINGTON,MA01230     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 500
    BERKSHIRE SOUTH COMMUNITY CENTER
    CRISSEY RD
    GREAT BARRINGTON,MA01230     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 500
    COMMUNITIES IN SCHOOL - DALLAS REGION
    912 ERVAY ST
    DALLAS,TX75201     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 500
    COMMUNITY HOMES FOR ADULTS
    13101 PRESTON RD STE 312
    DALLAS,TX75240     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 500
    DALLAS WOMEN'S CLUB FOUNDATION
    8150 N CENTRAL EXPY
    DALLAS,TX75206     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 500
    EDUCATIONAL OPPORTUNITIES INC
    8350 N CENTRAL EXPY
    DALLAS,TX75206     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 500
    FRIENDS OF FAIR PARK
    1121 1ST AVE
    DALLAS,TX75210     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 500
    GREAT BARRINGTON HISTORICAL SOCIETY
    PO BOX 1106
    GREAT BARRINGTON,MA01230     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 500
    HUMAN RIGHTS INSTITUTE
    405 BABBIDGE RD U-1205
    STORRS,CT06269     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 500
    MAHAIWE ARTS CENTER
    14 CASTLE ST
    GREAT BARRINGTON,MA01230     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 500
    MDAALS
    12665 N CENTRAL EXPY STE 230
    DALLAS,TX75243     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 500
    NORTH DALLAS SHARED MINISTRIES
    2875 MERRILL RD
    DALLAS,TX75229     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 500
    OUR FRIENDS PLACE
    2501 OAK LAWN AVE
    DALLAS,TX75219     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 500
    RONALD MCDONALD HOUSE OF DALLAS
    4707 BENGAL ST
    DALLAS,TX75235     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 500
    THE DALLAS WOMEN'S FORM
    4607 ROSS AVE
    DALLAS,TX75204     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 500
    WESLEY RANKIN COMMUNITY CENTER
    3100 CROSSMAN AVE
    DALLAS,TX75212     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 500
    CHILDRENS MEDICAL CENTER
    1935 MEDICAL DR
    DALLAS,TX75235     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 300
    CONSTRUCT INC
    41 MAHAIWE ST
    GREAT BARRINGTON,MA01230     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 250
    WORLD AFFAIRS COUNCIL
    325 N ST PAUL ST STE 4200
    DALLAS,TX75201     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 250
    ROTARY CLUB
    424 STOCKBRIDGE RD RT 7
    GREAT BARRINGTON,MA01230     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 200
    FRIENDS OF LETOT
    2600 LONE STAR DR
    DALLAS,TX75212     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 150
    AWARE
    2626 COLE AVE STE 710
    DALLAS,TX75204     		NONE 501(C)(3) SUPPORT CHARITABLE ACTIVITIES 100
    Total .................................bullet 3a 1,603,083
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 6,235  
    4 Dividends and interest from securities....     14 185,104  
    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..... 211110 17,959 14 11,250  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 1,509,326  
    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).. 17,959 1,711,915 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,729,874
    (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 (2013)
    Form 990-PF (2013)
    Page 12
    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
    Yes
    No
    organizations?
    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 or fiduciary) 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 namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 AccountingFeesSchedule
    Name:
    RUTH C AND CHARLES S SHARP FOUNDATION INC
    EIN: 75-6045366
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 10,557 7,932   2,625

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    RUTH C AND CHARLES S SHARP FOUNDATION INC
    EIN: 75-6045366
    Name of Bond End of Year Book Value End of Year Fair Market Value
    US CORPORATE BONDS 496,300 491,400

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    RUTH C AND CHARLES S SHARP FOUNDATION INC
    EIN: 75-6045366
    Name of Stock End of Year Book Value End of Year Fair Market Value
    US CORPORATE SECURITIES 3,473,831 6,881,251

    TY 2013 InvestmentsOtherSchedule2
    Name:
    RUTH C AND CHARLES S SHARP FOUNDATION INC
    EIN: 75-6045366
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    FOREIGN CORPORATE SECURITIES AT COST 1,611,503 1,944,488
    PASS-THROUGH INVESTMENTS AT COST 22,775 2,126,376

    TY 2013 LegalFeesSchedule
    Name:
    RUTH C AND CHARLES S SHARP FOUNDATION INC
    EIN: 75-6045366
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 198 0   198


    TY 2013 OtherAssetsSchedule
    Name:
    RUTH C AND CHARLES S SHARP FOUNDATION INC
    EIN: 75-6045366
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    EXCISE TAX DEPOSITS 5,058 6,192 6,192


    TY 2013 OtherDecreasesSchedule
    Name:
    RUTH C AND CHARLES S SHARP FOUNDATION INC
    EIN: 75-6045366
    Description Amount
    INVESTMENTS BASIS ADJUSTMENTS TO CUSTODIAL CARRYING COSTS 50,356


    TY 2013 OtherExpensesSchedule
    Name:
    RUTH C AND CHARLES S SHARP FOUNDATION INC
    EIN: 75-6045366
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSES 3,528 0   3,528
    INVESTMENT EXPENSES 10,282 10,282   0


    TY 2013 OtherIncomeSchedule2
    Name:
    RUTH C AND CHARLES S SHARP FOUNDATION INC
    EIN: 75-6045366
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME FROM PASS-THROUGH INVESTMENTS 17,959 17,959 17,959
    PIONEER NATURAL RESRC USA INC, NET 9,147 9,147 9,147
    SAINT JAMES PLACE INC 2,103 2,103 2,103


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    RUTH C AND CHARLES S SHARP FOUNDATION INC
    EIN: 75-6045366
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANGEMENT FEES 106,288 106,288   0


    TY 2013 TaxesSchedule
    Name:
    RUTH C AND CHARLES S SHARP FOUNDATION INC
    EIN: 75-6045366
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAXES PAID ON FOREIGN INVESTMENT INCOME 6,294 6,294   0
    TAXES PAID ON ROYALTY PROPERTY 499 499   0
    EXCISE TAX 6,176 6,176   0
    PAYROLL TAXES 2,947 0   2,947