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
DELMAS CLARDY MEMORIAL UNITRUST FBO KY
 

Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 5228 - TRUST TAX DEPT   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MARTINSVILLE, VA241155228
A Employer identification number

61-6188401
B Telephone number (see instructions)

(270) 689-2551
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$2,492,228J 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 8,513 8,513  
4 Dividends and interest from securities...... 56,385 56,385  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 221,027
b Gross sales price for all assets on line 6a 2,387,673
7 Capital gain net income (from Part IV, line 2)... 221,027
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........ 285,925 285,925  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 29,229 29,229    
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) Click to see attachment 1,779 352   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)....... Click to see attachment 1 1    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 31,009 29,582 0 0
25 Contributions, gifts, grants paid........ 114,919 114,919
26 Total expenses and disbursements. Add lines 24 and 25 145,928 29,582 0 114,919
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 139,997
b Net investment income (if negative, enter -0-) 256,343
c Adjusted net income (if negative, enter -0-)... 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............... 62    
2 Savings and temporary cash investments.......... 21,326 46,908 46,908
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) 323,818 275,042 291,424
b Investments—corporate stock (attach schedule)........ 1,079,522 1,127,598 1,185,661
c Investments—corporate bonds (attach schedule)........ 622,873 780,676 773,090
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 235,421 190,687 195,145
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) 2,283,022 2,420,911 2,492,228
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......... 2,283,022 2,420,911
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).................... 2,283,022 2,420,911
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 2,283,022 2,420,911
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 2,283,022
2 Enter amount from Part I, line 27a..................... 2 139,997
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 2,423,019
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 2,108
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 2,420,911
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 25000. FEDERAL HOME LOAN MORTGAGE CORP DTD 1/17   2003-04-08 2013-01-15
b 159.067 AQR MANAGED FUTURES STRATEGY FUND INST C     2013-02-05
c 60. ALLERGAN INC     2013-02-05
d 80. CENTENE CORP     2013-02-05
e 110. CHICAGO BRIDGE & IRON CO NV   2012-03-14 2013-02-05
80. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2012-11-05 2013-02-05
133.929 COHEN & STEERS INTERNATIONAL REALTY FUND INC CL I FUND # 1396   2011-05-18 2013-02-05
80. COLUMBIA SPORTSWEAR CO   2012-03-14 2013-02-05
90. EXELON CORPORATEION   2012-11-05 2013-02-05
80. IDEX CORP   2012-03-14 2013-02-05
110. KOHLS CORP COMMON   2012-11-05 2013-02-05
50. NORDSON CORP   2012-03-14 2013-02-05
50. NOVARTIS AG   2012-05-23 2013-02-05
70. OMNICOM GROUP INCORPORATED     2013-02-05
70. PFIZER INCORPORATED   2011-09-23 2013-02-05
200. ROGERS COMMUNICATIONS INC INC     2013-02-05
70. SAFEWAY INC   2012-03-14 2013-02-05
70. SCHLUMBERGER LTD   2008-02-04 2013-02-05
60. UTILITIES SELECT SECTOR SPDR FUND   2010-03-02 2013-02-05
120. SMITHFIELD FOODS INC   2012-03-14 2013-02-05
60. SUNCOR ENERGY, INC     2013-02-05
40. THOR INDS INC COMMON   2012-03-14 2013-02-05
130. THE TIMKEN COMPANY COMMON   2012-03-14 2013-02-05
50. THE TRAVELERS COMPANIES INC.   2009-09-09 2013-02-05
10. THE TRAVELERS COMPANIES INC.   2012-11-05 2013-02-05
100. TRINITY INDS INC   2012-03-14 2013-02-05
80. URS CORP NEW   2012-03-14 2013-02-05
50. UNILEVER PLC-SPONSORED ADR   2012-05-23 2013-02-05
80. PENTAIR LTD COMMON   2012-03-14 2013-02-05
50000. FED NATL MTG ASSN DTD 2/18/03 CALLABLE 2/21/06 @ 100 4.75% 02/2   2007-05-21 2013-02-21
.756 KINDER MORGAN MANAGEMENT LLC   2012-03-14 2013-02-21
500. CITIGROUP CAPITAL VIII DTD 9/17/01 6.95% DUE 9/15/31   2001-09-07 2013-04-16
40. AGCO CORPORATION COMMON   2012-03-14 2013-05-14
25. AFFILIATED MANAGERS GROUP INC   2012-03-14 2013-05-14
2. AMAZON INC COMMON   2012-05-23 2013-05-14
15. AMAZON INC COMMON   2012-03-14 2013-05-14
3057.32 AMERICAN CENTURY DIVERSIFIED BOND FUND #     2013-05-14
4961.079 AMERICAN CENTURY DIVERSIFIED BOND FUND #     2013-05-14
10. APPLE COMPUTER CORPORATION COMMON   2010-11-19 2013-05-14
200. ARCHER DANIELS MIDLAND COMPANY   2011-09-23 2013-05-14
18. BLACKROCK INC COMMON   2012-05-23 2013-05-14
80. BROADCOM CORP CL A COMMON   2012-11-05 2013-05-14
80. BROADRIDGE FINANCIAL SOLUTIONS LLC COMMO   2012-03-14 2013-05-14
50. CENTENE CORP   2012-03-14 2013-05-14
40. CERNER CORP COMMON   2012-05-23 2013-05-14
90. COACH INC   2012-11-05 2013-05-14
110. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2012-11-05 2013-05-14
70. DANAHER CORP COMMON   2012-05-23 2013-05-14
90. DARLING INTERNATIONAL INC COMMON   2012-03-14 2013-05-14
20. EDWARDS LIFESCIENCES CORP COMMON   2013-02-05 2013-05-14
50. EXELON CORPORATEION   2012-11-05 2013-05-14
150. EXPEDITORS INTERNATIONAL   2012-11-05 2013-05-14
4377.531 FEDERATED INTERMEDIATE FUND 303   2012-11-08 2013-05-14
301.297 FEDERATED INTERMEDIATE FUND 303   2012-03-14 2013-05-14
15. FLOWSERVE CORP COM   2012-03-14 2013-05-14
30. GENERAL MILLS, INCORPORATED   2012-05-23 2013-05-14
120. GILEAD SCIENCES INC   2012-11-05 2013-05-14
3. GOOGLE INC CL A   2010-11-19 2013-05-14
3977.438 HARDING LOEVNER INTERNATIONAL EQUITY INS   2009-11-18 2013-05-14
40. INTUIT INC COMMON   2012-11-05 2013-05-14
18.659 KINDER MORGAN MANAGEMENT LLC   2012-03-14 2013-05-14
94.341 KINDER MORGAN MANAGEMENT LLC   2012-05-23 2013-05-14
2106.006 LAZARD EMERGING MKTS PORTFOLIO INST CLASS FUND # 638 CLOSED T     2013-05-14
80. MICROSOFT CORPORATION   2002-11-26 2013-05-14
50. MONSANTO CO COMMON   2012-03-14 2013-05-14
40. OGE ENERGY CORP COMMON     2013-05-14
200. PAYCHEX INC     2013-05-14
40. PEPSICO INCORPORATED   1991-11-25 2013-05-14
30. POLARIS INDUSTRIES INC   2012-03-14 2013-05-14
2478.98 PRINCIPAL PREFERRED SECURITIES FUND INST   2011-02-18 2013-05-14
241.304 PRINCIPAL PREFERRED SECURITIES FUND INST   2013-02-08 2013-05-14
60. SAFEWAY INC   2012-03-14 2013-05-14
80. SMITHFIELD FOODS INC   2012-03-14 2013-05-14
60. SOUTHERN COMPANY   2013-02-05 2013-05-14
150. SUNCOR ENERGY, INC   2012-11-05 2013-05-14
40. SUNCOR ENERGY, INC   2011-09-23 2013-05-14
70. TEXAS INSTRUMENTS INCORPORATED   2012-11-05 2013-05-14
80. THE TIMKEN COMPANY COMMON   2012-03-14 2013-05-14
1771.622 TOUCHSTONE MERGER ARBITRAGE FUND     2013-05-14
40. TRINITY INDS INC   2012-03-14 2013-05-14
70. URS CORP NEW   2012-03-14 2013-05-14
30. UNION PACIFIC CORP   2012-03-14 2013-05-14
50. TE CONNECTIVITY LTD   2011-03-25 2013-05-14
70. TE CONNECTIVITY LTD   2012-08-28 2013-05-14
.669 KINDER MORGAN MANAGEMENT LLC     2013-05-24
25000. FED HOME LOAN MTG CORP DTD 6/12/03 CALLABLE 6/12/06 @ 100 4% 06   2003-06-04 2013-06-12
.016 KINDER MORGAN MANAGEMENT LLC   2012-05-23 2013-08-23
40000. FEDERAL HOME LOAN BANK DTD 9/22/03 4.5%   2007-11-15 2013-09-16
280. SMITHFIELD FOODS INC   2012-03-14 2013-09-30
190. AGCO CORPORATION COMMON   2012-03-14 2013-10-22
50. AFFILIATED MANAGERS GROUP INC   2012-03-14 2013-10-22
40. ALLERGAN INC   2012-11-05 2013-10-22
13. AMAZON INC COMMON   2012-05-23 2013-10-22
10. AMAZON INC COMMON   2012-11-05 2013-10-22
24. APPLE COMPUTER CORPORATION COMMON     2013-10-22
120. BROADCOM CORP CL A COMMON   2012-11-05 2013-10-22
350. BROADRIDGE FINANCIAL SOLUTIONS LLC COMMO   2012-03-14 2013-10-22
190. CENTENE CORP     2013-10-22
190. CHICAGO BRIDGE & IRON CO NV   2012-03-14 2013-10-22
110. COLUMBIA SPORTSWEAR CO     2013-10-22
50. COSTCO WHOLESALE CORP     2013-10-22
100. DANAHER CORP COMMON   2012-05-23 2013-10-22
50. EBAY INC   2013-05-14 2013-10-22
40. EMERSON ELECTRIC COMPANY   2012-03-14 2013-10-22
110. EMERSON ELECTRIC COMPANY   2012-11-05 2013-10-22
1263.666 FEDERATED INTERMEDIATE FUND 303   2012-11-08 2013-10-22
150. FLOWSERVE CORP COM   2012-03-14 2013-10-22
120. GILEAD SCIENCES INC   2012-11-05 2013-10-22
7. GOOGLE INC CL A     2013-10-22
2. GOOGLE INC CL A   2013-02-05 2013-10-22
90. HANESBRANDS INC COMMON   2013-05-14 2013-10-22
341.459 HARBOR INTERNATIONAL FUND     2013-10-22
7451.568 HARDING LOEVNER INTERNATIONAL EQUITY INS     2013-10-22
150. IDEX CORP   2012-03-14 2013-10-22
70. INFORMATICA CORP   2012-11-05 2013-10-22
30. INTERCONTINENTALEXCHANGE INC COMMON   2013-02-05 2013-10-22
290. ISHARES DJ US REAL ESTATE     2013-10-22
130. ISHARES DJ US REAL ESTATE   2012-11-05 2013-10-22
210. JUNIPER NETWORKS INC   2012-11-05 2013-10-22
75.949 LAZARD EMERGING MKTS PORTFOLIO INST CLASS FUND # 638 CLOSED TO   2013-02-05 2013-10-22
4048.004 LAZARD EMERGING MKTS PORTFOLIO INST CLASS FUND # 638 CLOSED T     2013-10-22
1071.582 MAINSTAY MARKETFIELD FUND-I   2012-11-05 2013-10-22
300. MEADWESTVACO CORP.   2012-03-14 2013-10-22
7310.726 METROPOLITAN WEST TOTAL RETURN BOND FUND     2013-10-22
20. MONSANTO CO COMMON   2012-03-14 2013-10-22
70. MONSANTO CO COMMON   2012-11-05 2013-10-22
60. NEWFIELD EXPL CO COM   2013-02-05 2013-10-22
300. NEWFIELD EXPL CO COM   2012-03-14 2013-10-22
90. NORDSON CORP   2012-03-14 2013-10-22
1029.822 OPPENHEIMER DEVELOPING MARKETS FUND CL Y   2013-05-14 2013-10-22
2353.809 OPPENHEIMER DEVELOPING MARKETS FUND CL Y   2011-02-18 2013-10-22
5626.509 PIMCO COMMODITY REAL RETURN STRATEGY INS   2009-11-18 2013-10-22
164.338 PIMCO COMMODITY REAL RETURN STRATEGY INS   2012-11-05 2013-10-22
140. POTASH CORP SASKATCHEWAN   2013-05-14 2013-10-22
6. PRICELINE.COM INC COMMON   2012-11-05 2013-10-22
110. QUALCOMM INC COMMON     2013-10-22
70. QUALCOMM INC COMMON     2013-10-22
50. STARBUCKS CORPORATIONS COMMON   2012-11-05 2013-10-22
30. STARBUCKS CORPORATIONS COMMON   2012-03-14 2013-10-22
100. TEXAS INSTRUMENTS INCORPORATED   2012-11-05 2013-10-22
40. THOR INDS INC COMMON   2013-05-14 2013-10-22
170. THOR INDS INC COMMON     2013-10-22
210. TRINITY INDS INC     2013-10-22
210. URS CORP NEW   2012-03-14 2013-10-22
40. UNION PACIFIC CORP   2012-11-05 2013-10-22
430. WESTERN UNION COMPANY COMMON     2013-10-22
130. PENTAIR LTD COMMON   2012-03-14 2013-10-22
1115.242 AMERICAN CENTURY DIVERSIFIED BOND FUND #   2013-10-22 2013-11-19
50. COACH INC   2012-11-05 2013-11-19
40. COACH INC   2013-02-05 2013-11-19
60. COMCAST CORP NEW CL A   2013-05-14 2013-11-19
470. DARLING INTERNATIONAL INC COMMON   2012-03-14 2013-11-19
40. DISNEY WALT COMPANY   2013-05-14 2013-11-19
8047.887 DOUBLELINE TOTAL RETURN BOND FUND   2012-11-05 2013-11-19
1409.126 FEDERATED INTERMEDIATE FUND 303   2013-02-08 2013-11-19
4197.82 FEDERATED INTERMEDIATE FUND 303   2012-11-08 2013-11-19
992.94 HARBOR INTERNATIONAL FUND   2013-05-22 2013-11-19
1743.895 HARBOR INTERNATIONAL FUND     2013-11-19
664.82 HARDING LOEVNER INTERNATIONAL EQUITY INS   2012-03-14 2013-11-19
90. INTUIT INC COMMON   2012-11-05 2013-11-19
693.235 MAINSTAY MARKETFIELD FUND-I   2012-11-05 2013-11-19
460. MICROSOFT CORPORATION     2013-11-19
2888.35 NEUBERGER BERMAN STRATEGIC INCOME FUND-I   2013-05-14 2013-11-19
220. OGE ENERGY CORP COMMON   2012-08-28 2013-11-19
7433.153 PIMCO TOTAL RETURN FUND 35     2013-11-19
2225.331 PIMCO PIMS FOREIGN BOND FUND   2012-11-05 2013-11-19
2336.828 PIMCO PIMS FOREIGN BOND FUND     2013-11-19
100. PHILIP MORRIS INTERNATIONAL     2013-11-19
40. PHILIP MORRIS INTERNATIONAL     2013-11-19
50. POLARIS INDUSTRIES INC   2012-05-23 2013-11-19
3102.935 T ROWE PRICE INSTITUTIONAL EMERGING MARKETS BOND FD INST CL F     2013-11-19
4191.795 T ROWE PRICE INSTITUTIONAL EMERGING MARKETS BOND FD INST CL F     2013-11-19
70. PRICE GROUP INC FORMERLY AKA PRICE TO ROWE & ASSOC   2012-11-05 2013-11-19
340. SAFEWAY INC     2013-11-19
95. SCHLUMBERGER LTD     2013-11-19
100. THE TIMKEN COMPANY COMMON     2013-11-19
150. ENSCO PLC     2013-11-19
.018 KINDER MORGAN MANAGEMENT LLC   2012-05-23 2013-12-17
270. BP AMOCO PLC ADS L C   2013-11-19 2013-12-23
70. INTEL CORPORATION   2013-05-14 2013-12-23
340. INTEL CORPORATION     2013-12-23
140. ISHARES TR RUSSELL 1000 VALUE INDEX FUND   2013-10-22 2013-12-23
85. ISHARES TR S&P MIDCAP 400/BARRA GROWTH   2013-10-22 2013-12-23
590. KIMCO RLTY CORP   2013-11-19 2013-12-23
50. METLIFE COMMON   2013-02-05 2013-12-23
150. METLIFE COMMON     2013-12-23
1112.476 NEUBERGER BERMAN STRATEGIC INCOME FUND-I   2013-05-14 2013-12-23
410. PPL CORPORATION   2013-11-19 2013-12-23
340. VODAFONE GROUP PLC NEW SP ADR   2013-11-19 2013-12-23
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 25,000   25,283 -283
b 1,613   1,644 -31
c 6,381   5,424 957
d 3,622   3,218 404
e 5,759   5,075 684
6,260   5,271 989
1,532   1,519 13
3,910   3,960 -50
2,775   2,867 -92
3,876   3,408 468
5,018   6,048 -1,030
3,464   2,785 679
3,420   2,566 854
3,779   3,530 249
1,927   1,226 701
9,396   8,196 1,200
1,358   1,533 -175
5,618   5,458 160
2,197   1,784 413
2,851   2,762 89
2,069   2,145 -76
1,518   1,334 184
7,136   6,897 239
3,931   2,458 1,473
786   693 93
4,022   3,406 616
3,318   3,502 -184
2,033   1,588 445
4,124   3,173 951
50,000   49,118 882
62   55 7
12,500   12,501 -1
2,268   2,025 243
4,126   2,797 1,329
536   428 108
4,022   2,732 1,290
33,783   34,313 -530
54,820   54,431 389
4,529   3,066 1,463
6,782   5,074 1,708
5,110   2,970 2,140
2,918   2,514 404
2,102   1,956 146
2,564   2,291 273
3,822   3,144 678
5,333   5,218 115
6,927   7,248 -321
4,330   3,636 694
1,678   1,584 94
1,432   1,739 -307
1,754   1,593 161
5,773   5,581 192
45,264   45,439 -175
3,115   3,019 96
2,479   1,762 717
1,516   1,150 366
6,637   4,021 2,616
2,660   1,777 883
67,974   50,792 17,182
2,369   2,442 -73
1,614   1,352 262
8,158   6,382 1,776
41,910   39,729 2,181
2,659   2,319 340
5,379   3,925 1,454
2,857   2,131 726
7,577   6,160 1,417
3,334   367 2,967
2,679   2,027 652
26,823   24,963 1,860
2,611   2,553 58
1,520   1,314 206
2,090   1,841 249
2,775   2,629 146
4,772   5,173 -401
1,273   1,023 250
2,565   2,038 527
4,569   4,244 325
19,346   18,830 516
1,650   1,363 287
3,215   3,064 151
4,682   3,257 1,425
2,230   1,717 513
3,122   2,466 656
58   46 12
25,000   24,990 10
1   1  
40,000   40,025 -25
9,520   6,444 3,076
12,238   9,619 2,619
9,981   5,595 4,386
3,680   3,651 29
4,311   2,780 1,531
3,316   2,335 981
12,427   7,553 4,874
3,235   3,772 -537
11,963   8,557 3,406
12,531   7,475 5,056
14,213   8,766 5,447
6,928   5,321 1,607
5,902   5,136 766
7,217   5,194 2,023
2,596   2,811 -215
2,658   2,076 582
7,310   5,537 1,773
12,725   13,117 -392
9,640   5,873 3,767
8,162   4,021 4,141
7,029   3,961 3,068
2,008   1,538 470
5,656   4,560 1,096
24,766   18,800 5,966
135,619   109,092 26,527
10,112   6,391 3,721
2,679   1,866 813
5,930   4,284 1,646
19,544   18,337 1,207
8,761   8,355 406
4,311   3,671 640
1,545   1,500 45
82,336   81,962 374
19,621   16,738 2,883
11,679   8,335 3,344
78,298   77,330 968
2,151   1,570 581
7,528   6,130 1,398
1,890   1,790 100
9,450   10,758 -1,308
6,656   5,013 1,643
39,710   37,053 2,657
90,763   81,206 9,557
32,577   47,544 -14,967
952   1,108 -156
4,425   6,038 -1,613
6,441   3,787 2,654
7,589   5,881 1,708
4,829   4,367 462
4,043   2,557 1,486
2,426   1,584 842
4,032   2,912 1,120
2,388   1,606 782
10,150   5,447 4,703
9,688   5,867 3,821
11,589   9,193 2,396
6,199   4,947 1,252
8,215   6,771 1,444
8,429   5,156 3,273
11,955   12,000 -45
2,699   2,899 -200
2,159   1,963 196
2,838   2,607 231
9,701   8,272 1,429
2,771   2,689 82
88,285   91,585 -3,300
14,176   14,514 -338
42,230   43,573 -1,343
70,310   66,805 3,505
123,485   101,186 22,299
11,900   9,813 2,087
6,579   5,495 1,084
12,457   10,828 1,629
16,916   12,871 4,045
32,205   33,303 -1,098
8,243   5,962 2,281
80,947   83,111 -2,164
23,678   25,213 -1,535
24,864   25,289 -425
9,132   9,343 -211
3,653   3,580 73
6,524   3,804 2,720
27,554   30,148 -2,594
37,223   41,303 -4,080
5,590   4,569 1,021
11,318   7,025 4,293
8,716   7,117 1,599
5,218   5,162 56
9,160   8,019 1,141
1     1
12,790   12,698 92
1,771   1,675 96
8,602   7,068 1,534
13,022   12,639 383
12,629   12,285 344
11,854   12,439 -585
2,670   1,897 773
8,009   6,143 1,866
12,393   12,827 -434
12,170   12,567 -397
13,088   12,624 464
      1,274
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       -283
b       -31
c       957
d       404
e       684
      989
      13
      -50
      -92
      468
      -1,030
      679
      854
      249
      701
      1,200
      -175
      160
      413
      89
      -76
      184
      239
      1,473
      93
      616
      -184
      445
      951
      882
      7
      -1
      243
      1,329
      108
      1,290
      -530
      389
      1,463
      1,708
      2,140
      404
      146
      273
      678
      115
      -321
      694
      94
      -307
      161
      192
      -175
      96
      717
      366
      2,616
      883
      17,182
      -73
      262
      1,776
      2,181
      340
      1,454
      726
      1,417
      2,967
      652
      1,860
      58
      206
      249
      146
      -401
      250
      527
      325
      516
      287
      151
      1,425
      513
      656
      12
      10
       
      -25
      3,076
      2,619
      4,386
      29
      1,531
      981
      4,874
      -537
      3,406
      5,056
      5,447
      1,607
      766
      2,023
      -215
      582
      1,773
      -392
      3,767
      4,141
      3,068
      470
      1,096
      5,966
      26,527
      3,721
      813
      1,646
      1,207
      406
      640
      45
      374
      2,883
      3,344
      968
      581
      1,398
      100
      -1,308
      1,643
      2,657
      9,557
      -14,967
      -156
      -1,613
      2,654
      1,708
      462
      1,486
      842
      1,120
      782
      4,703
      3,821
      2,396
      1,252
      1,444
      3,273
      -45
      -200
      196
      231
      1,429
      82
      -3,300
      -338
      -1,343
      3,505
      22,299
      2,087
      1,084
      1,629
      4,045
      -1,098
      2,281
      -2,164
      -1,535
      -425
      -211
      73
      2,720
      -2,594
      -4,080
      1,021
      4,293
      1,599
      56
      1,141
      1
      92
      96
      1,534
      383
      344
      -585
      773
      1,866
      -434
      -397
      464
       
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 2 221,027
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 115,024 2,325,560 0.049461
2011 107,453 2,353,494 0.045657
2010 73,132 2,273,620 0.032165
2009 61,595 2,057,586 0.029936
2008 77,064 2,227,469 0.034597
2 Total of line 1, column (d) ...................... 2 0.191816
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 0.038363
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 2,408,064
5 Multiply line 4 by line 3....................... 5 92,381
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,563
7 Add lines 5 and 6......................... 7 94,944
8 Enter qualifying distributions from Part XII, line 4.............. 8 114,919
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 2,563
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 2,563
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 2,563
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 1,360
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 1,360
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 1,203
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 taxBullet0 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 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$   (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)
    bulletKY
    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 addressbullet  
    14
    The books are in care ofbulletBRANCH BANKING AND TRUST Telephone no.bullet (270) 689-2551
    Located atbullet230 FREDERICA STOWENSBOROKY ZIP+4bullet423013003
    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
     
    No
    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
    BRANCH BANKING AND TRUST COMPANY TRUSTEE
    1     		29,229    
    230 FREDERICA ST
    OWENSBORO,KY423013003
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    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  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    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
    120,403
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    2,563
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,563
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    117,840
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    117,840
    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
    117,840
    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 7 117,840
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 114,919
    b Total for prior years:2011, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 0
    b From 2009....... 0
    c From 2010....... 0
    d From 2011....... 0
    e From 2012....... 0
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 114,919
    a Applied to 2012, but not more than line 2a 114,919
    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..... 0
    e Remaining amount distributed out of corpus 0
    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 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 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 ..........     		117,840
    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) ...     		0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2009.... 0
    b Excess from 2010.... 0
    c Excess from 2011.... 0
    d Excess from 2012.... 0
    e Excess from 2013.... 0
    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).)
    NONE
    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.
    NONE
    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
    KENTUCKY WESLEYAN COLLEGE
    ATTN CONTROLLER
    3000 FREDERICA STREET
    OWENSBORO,KY42301     		NONE EXEMPT TO PROVIDE SCHOLARSHIPS 114,919
    Total .................................bullet 3a 114,919
    bApproved for future payment
    Total .................................bullet 3b  
    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 8,513  
    4 Dividends and interest from securities....     14 56,385  
    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 .............     		    18 221,027  
    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)..   285,925  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13285,925
    (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 OtherDecreasesSchedule
    Name:
    DELMAS CLARDY MEMORIAL UNITRUST FBO KY
    EIN: 61-6188401
    Description Amount
    DIFF IN MUTUAL FDS REC/REPORTED 575
    ACCRUED INTEREST PAID CURRENT YEAR 953
    COST BASIS ADJUSTMENT 574
    ROUNDING 6


    TY 2013 OtherExpensesSchedule
    Name:
    DELMAS CLARDY MEMORIAL UNITRUST FBO KY
    EIN: 61-6188401
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER ALLOCABLE EXPENSES - 2% 1 1   0


    TY 2013 TaxesSchedule
    Name:
    DELMAS CLARDY MEMORIAL UNITRUST FBO KY
    EIN: 61-6188401
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 71 71   0
    FEDERAL TAX PAYMENT - PRIOR YE 67 0   0
    FEDERAL ESTIMATES - PRINCIPAL 1,360 0   0
    FOREIGN TAXES ON QUALIFIED FOR 218 218   0
    FOREIGN TAXES ON NONQUALIFIED 63 63   0