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
WINDSOR CHARITABLE FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)C/O BANKERS TRUST-TRUST DEPT PO BOX897Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DES MOINES, IA50304
A Employer identification number

42-1227965
B Telephone number (see instructions)

(515) 245-2965
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$2,989,407J 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      
4 Dividends and interest from securities...... 88,154 88,154  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 122,953
b Gross sales price for all assets on line 6a 689,247
7 Capital gain net income (from Part IV, line 2)... 122,953
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 211,107 211,107  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 4,375 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 8,923 4,461   4,462
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 13,298 4,461   4,462
25 Contributions, gifts, grants paid........ 147,500 147,500
26 Total expenses and disbursements. Add lines 24 and 25 160,798 4,461   151,962
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 50,309
b Net investment income (if negative, enter -0-) 206,646
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............... 174    
2 Savings and temporary cash investments.......... 144,492 101,029 101,029
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 433,638 Click to see attachment484,482 484,293
b Investments—corporate stock (attach schedule)........ 525,135 Click to see attachment639,729 909,689
c Investments—corporate bonds (attach schedule)........ 463,120 Click to see attachment455,487 440,326
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............. 618,337 493,330 514,599
13 Investments—other (attach schedule)........... 411,645 Click to see attachment473,342 539,471
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment-1,190 Click to see attachment-1,739 Click to see attachment0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,595,351 2,645,660 2,989,407
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 2,595,351 2,645,660
30 Total net assets or fund balances (see page 17 of the
instructions).................... 2,595,351 2,645,660
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 2,595,351 2,645,660
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 2,595,351
2 Enter amount from Part I, line 27a..................... 2 50,309
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 2,645,660
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 2,645,660
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 AFLAC P 2012-08-07 2013-05-20
b ABBOTT LABORATORIES P 2011-06-27 2013-03-13
c ABBVIE INC P 2011-06-27 2013-01-23
d AGRIUM INC (FOREIGN) P 2012-11-27 2013-05-20
e AGRIUM INC (FOREIGN) P 2013-01-23 2013-05-20
ALLIANCE DATA SYSTEMS P 2011-09-16 2013-01-23
ALLIANCE DATA SYSTEMS P 2012-07-26 2013-07-23
AMERICAN CAPITAL AGENCY P 2011-06-27 2013-05-20
AMERICAN CAPITAL AGENCY P 2012-08-07 2013-05-20
AMERIQUEST MTG SEC SER 2003 P 2008-04-11 2013-01-28
AMERIQUEST MTG SEC SER 2003 P 2008-04-11 2013-02-26
AMERIQUEST MTG SEC SER 2003 P 2008-04-11 2013-03-26
AMERIQUEST MTG SEC SER 2003 P 2008-04-11 2013-04-26
AMERIQUEST MTG SEC SER 2003 P 2008-04-11 2013-05-29
AMERIQUEST MTG SEC SER 2003 P 2008-04-11 2013-06-26
AMERIQUEST MTG SEC SER 2003 P 2008-04-11 2013-07-26
AMERIQUEST MTG SEC SER 2003 P 2008-04-11 2013-08-27
AMERIQUEST MTG SEC SER 2003 P 2008-04-11 2013-09-26
AMERIQUEST MTG SEC SER 2003 P 2008-04-11 2013-10-28
AMERIQUEST MTG SEC SER 2003 P 2008-04-11 2013-11-26
AMERIQUEST MTG SEC SER 2003 P 2008-04-11 2013-12-27
ANTIGO WISC TAXBL PROM NTS P 2008-07-10 2013-05-15
APPLE INC P 2011-06-27 2013-03-13
BANC OF AMERICA COM MTG P 2008-02-22 2013-01-11
BANC OF AMERICA COM MTG P 2008-02-22 2013-02-12
BANC OF AMERICA COM MTG P 2008-02-22 2013-03-12
BANC OF AMERICA COM MTG P 2008-02-22 2013-04-11
BANC OF AMERICA COM MTG P 2008-02-22 2013-05-13
BANC OF AMERICA COM MTG P 2008-02-22 2013-06-11
BANC OF AMERICA COM MTG P 2008-02-22 2013-07-11
BANC OF AMERICA COM MTG P 2008-02-22 2013-07-11
BLACKROCK INC P 2011-09-27 2013-01-23
BLACKROCK INC P 2012-07-26 2013-01-23
CVS CORPORATION P 2012-07-26 2013-07-23
CAMERON INTL CORP P 2012-07-26 2013-03-13
CANADIAN IMPERIAL BANK P 2011-06-27 2013-01-23
CANADIAN IMPERIAL BANK P 2012-07-26 2013-01-23
CANADIAN IMPERIAL BANK P 2012-07-26 2013-03-13
CELGENE CORPORATION P 2011-06-27 2013-01-23
CELGENE CORPORATION P 2011-06-27 2013-03-13
COGNIZANT TECH SOLUTIONS P 2011-06-27 2013-01-23
COGNIZANT TECH SOLUTIONS P 2012-07-26 2013-01-23
COGNIZANT TECH SOLUTIONS P 2012-07-26 2013-03-13
COGNIZANT TECH SOLUTIONS P 2012-07-26 2013-07-23
COMCAST CORPORATION NEW P 2011-06-27 2013-01-23
COOK COUNTY IL SCH DIST P 2009-06-15 2013-12-03
DANAHER CORP P 2011-06-27 2013-01-23
DISNEY COMMON STOCK P 2006-11-22 2013-01-23
DISNEY COMMON STOCK P 2006-11-22 2013-05-20
DIRECTV P 2011-09-28 2013-03-13
DIRECTV P 2011-09-28 2013-05-20
DIRECTV P 2012-08-07 2013-05-20
EMC CORPORATION P 2011-07-20 2013-03-13
EMC CORPORATION P 2011-07-20 2013-05-20
EXPRESS SCRIPTS HLDG P 2011-06-27 2013-07-23
EXXON MOBIL CORP P 2004-05-12 2013-01-23
FED HOME LN MTG GOLD POOL P 2005-12-20 2013-01-15
FED HOME LN MTG GOLD POOL P 2005-12-20 2013-02-15
FED HOME LN MTG GOLD POOL P 2005-12-20 2013-03-15
FED HOME LN MTG GOLD POOL P 2005-12-20 2013-04-15
FED HOME LN MTG GOLD POOL P 2005-12-20 2013-05-15
FED HOME LN MTG GOLD POOL P 2005-12-20 2013-06-17
FED HOME LN MTG GOLD POOL P 2005-12-20 2013-07-15
FED HOME LN MTG GOLD POOL P 2005-12-20 2013-08-15
FED HOME LN MTG GOLD POOL P 2005-12-20 2013-09-15
FED HOME LN MTG GOLD POOL P 2005-12-20 2013-10-15
FED HOME LN MTG GOLD POOL P 2005-12-20 2013-11-15
FED HOME LN MTG GOLD POOL P 2005-12-20 2013-12-15
FED HOME LN MTG CORP 7 P 1998-04-29 2013-01-15
FED HOME LN MTG CORP 7 P 1998-04-29 2013-02-15
FED HOME LN MTG CORP 7 P 1998-04-29 2013-03-15
FED HOME LN MTG CORP 7 P 1998-04-29 2013-04-15
FED HOME LN MTG CORP 7 P 1998-04-29 2013-05-15
FED HOME LN MTG CORP 7 P 1998-04-29 2013-06-15
FED HOME LN MTG CORP 7 P 1998-04-29 2013-07-15
FED HOME LN MTG CORP 7 P 1998-04-29 2013-08-15
FED HOME LN MTG CORP 7 P 1998-04-29 2013-09-16
FED HOME LN MTG CORP 7 P 1998-04-29 2013-10-15
FED HOME LN MTG CORP 7 P 1998-04-29 2013-11-15
FED HOME LN MTG CORP 7 P 1998-04-29 2013-12-15
FED NATL MTG ASSN 4/1/20 P 2008-03-25 2013-01-25
FED NATL MTG ASSN 4/1/20 P 2008-03-25 2013-02-25
FED NATL MTG ASSN 4/1/20 P 2008-03-25 2013-03-25
FED NATL MTG ASSN 4/1/20 P 2008-03-25 2013-04-25
FED NATL MTG ASSN 4/1/20 P 2008-03-25 2013-05-28
FED NATL MTG ASSN 4/1/20 P 2008-03-25 2013-06-25
FED NATL MTG ASSN 4/1/20 P 2008-03-25 2013-07-25
FED NATL MTG ASSN 4/1/20 P 2008-03-25 2013-08-26
FED NATL MTG ASSN 4/1/20 P 2008-03-25 2013-09-25
FED NATL MTG ASSN 4/1/20 P 2008-03-25 2013-10-25
FED NATL MTG ASSN 4/1/20 P 2008-03-25 2013-11-25
FED NATL MTG ASSN 4/1/20 P 2008-03-25 2013-12-25
FED NATL MTG ASSN 01/01/30 P 2000-01-14 2013-01-25
FED NATL MTG ASSN 01/01/30 P 2000-01-14 2013-02-25
FED NATL MTG ASSN 01/01/30 P 2000-01-14 2013-03-25
FED NATL MTG ASSN 01/01/30 P 2000-01-14 2013-04-25
FED NATL MTG ASSN 01/01/30 P 2000-01-14 2013-05-25
FED NATL MTG ASSN 01/01/30 P 2000-01-14 2013-06-25
FED NATL MTG ASSN 01/01/30 P 2000-01-14 2013-07-25
FED NATL MTG ASSN 01/01/30 P 2000-01-14 2013-08-25
FED NATL MTG ASSN 01/01/30 P 2000-01-14 2013-09-25
FED NATL MTG ASSN 01/01/30 P 2000-01-14 2013-10-25
FED NATL MTG ASSN 01/01/30 P 2000-01-14 2013-11-25
FED NATL MTG ASSN 01/01/30 P 2000-01-14 2013-12-25
FED HOME LN MTG SER 2685 P 2010-03-09 2013-01-25
FED HOME LN MTG SER 2685 P 2010-03-09 2013-02-15
FED HOME LN MTG SER 2685 P 2010-03-09 2013-03-15
FED HOME LN MTG SER 2685 P 2010-03-09 2013-04-15
FED HOME LN MTG SER 2685 P 2010-03-09 2013-05-15
FED HOME LN MTG SER 2685 P 2010-03-09 2013-06-15
FED HOME LN MTG SER 2685 P 2010-03-09 2013-07-15
FED HOME LN MTG SER 2685 P 2010-03-09 2013-08-15
FED HOME LN MTG SER 2685 P 2010-03-09 2013-09-15
FED HOME LN MTG SER 2685 P 2010-03-09 2013-10-15
FED HOME LN MTG SER 2685 P 2010-03-09 2013-11-15
FED HOME LN MTG SER 2685 P 2010-03-09 2013-12-16
FRANKLIN RESOURCES INC P 2006-11-22 2013-05-20
GNMA POOL #3568 6/20/34 P 2004-08-18 2013-01-22
GNMA POOL #3568 6/20/34 P 2004-08-18 2013-02-20
GNMA POOL #3568 6/20/34 P 2004-08-18 2013-03-20
GNMA POOL #3568 6/20/34 P 2004-08-18 2013-04-22
GNMA POOL #3568 6/20/34 P 2004-08-18 2013-05-20
GNMA POOL #3568 6/20/34 P 2004-08-18 2013-06-20
GNMA POOL #3568 6/20/34 P 2004-08-18 2013-07-22
GNMA POOL #3568 6/20/34 P 2004-08-18 2013-08-20
GNMA POOL #3568 6/20/34 P 2004-08-18 2013-09-20
GNMA POOL #3568 6/20/34 P 2004-08-18 2013-10-21
GNMA POOL #3568 6/20/34 P 2004-08-18 2013-11-20
GNMA POOL #3568 6/20/34 P 2004-08-18 2013-12-20
GE CAPITAL COM MTG CORP P 2008-04-11 2013-01-11
GE CAPITAL COM MTG CORP P 2008-04-11 2013-02-12
GE CAPITAL COM MTG CORP P 2008-04-11 2013-03-12
GE CAPITAL COM MTG CORP P 2008-04-11 2013-04-12
GE CAPITAL COM MTG CORP P 2008-04-11 2013-05-13
GE CAPITAL COM MTG CORP P 2008-04-11 2013-06-11
GE CAPITAL COM MTG CORP P 2008-04-11 2013-07-11
GLAXO WELCOME PLC P 2012-07-26 2013-01-23
GOOGLE INC CL A P 2011-06-27 2013-05-20
GOOGLE INC CL A P 2011-06-24 2013-10-18
GNMA SER 2008-42 CL PB P 2010-01-19 2013-09-20
GNMA SER 2008-42 CL PB P 2010-01-19 2013-10-21
GNMA SER 2008-42 CL PB P 2010-01-19 2013-11-20
GNMA SER 2008-42 CL PB P 2010-01-19 2013-12-20
GNMA SER 2008-42 CL PB P 2008-04-10 2013-03-13
GREENWICH CAP COM SER 2005 P 2008-04-10 2013-04-15
GREENWICH CAP COM SER 2005 P 2008-04-10 2013-05-13
GREENWICH CAP COM SER 2005 P 2008-04-10 2013-06-13
GREENWICH CAP COM SER 2005 P 2008-04-10 2013-07-15
GREENWICH CAP COM SER 2005 P 2008-04-10 2013-08-13
GREENWICH CAP COM SER 2005 P 2008-04-10 2013-09-13
GREENWICH CAP COM SER 2005 P 2008-04-10 2013-10-14
GREENWICH CAP COM SER 2005 P 2008-04-10 2013-11-14
INTERNATIONALE NEDERLANDEN GR P 1993-08-05 2013-01-23
INTERNATIONALE NEDERLANDEN GR P 1993-08-05 2013-01-23
INTERNATIONALE NEDERLANDEN GR P 1993-08-05 2013-01-23
INTERNATIONALE NEDERLANDEN GR P 1993-08-15 2013-01-23
INTERNATIONALE NEDERLANDEN GR P 1994-01-18 2013-01-23
INTERNATIONALE NEDERLANDEN GR P 1994-03-04 2013-01-23
INTERNATIONALE NEDERLANDEN GR P 1994-07-27 2013-01-23
INTERNATL BUS MACHINES P 2000-03-01 2013-03-13
ISHARES MSCI EAFE INDEX P 2011-07-20 2013-05-20
ISHARES RUSSELL MIDCAP INDX P 2012-07-26 2013-01-23
ISHARES RUSSELL MIDCAP INDX P 2012-08-07 2013-01-23
ISHARES RUSSELL MIDCAP INDX P 2012-11-27 2013-01-23
ISHARES RUSSELL 1000 INDEX P 2012-02-15 2013-01-23
ISHARES RUSSELL 1000 INDEX P 2013-05-20 2013-07-23
ISHARES RUSSELL 2000 INDEX P 2012-07-26 2013-03-13
ISHARES RUSSELL 2000 INDEX P 2012-07-26 2013-07-23
ISHARES DOW JONES US RE INDX P 2011-07-20 2013-01-23
ISHARES DOW JONES US RE INDX P 2012-07-26 2013-01-23
ISHARES DOW JONES US RE INDX P 2012-08-07 2013-01-23
JP MORGAN CHASE & CO P 2006-11-22 2013-03-13
JP MORGAN CHASE COM MTG SEC P 2006-11-22 2013-07-23
JP MORGAN CHASE COM MTG SEC P 2010-11-08 2013-11-25
JP MORGAN CHASE COM MTG SEC P 2010-11-08 2013-11-25
JP MORGAN CHASE COM MTG SEC P 2010-11-08 2013-11-25
JP MORGAN CHASE COM MTG SEC P 2010-11-08 2013-11-25
JP MORGAN CHASE COM MTG SEC P 2010-11-08 2013-11-25
JP MORGAN CHASE COM MTG SEC P 2010-11-08 2013-11-25
JP MORGAN CHASE COM MTG SEC P 2010-11-08 2013-11-25
JP MORGAN CHASE COM MTG SEC P 2010-11-08 2013-11-25
JP MORGAN CHASE COM MTG SEC P 2010-11-08 2013-11-25
JP MORGAN CHASE COM MTG SEC P 2010-11-08 2013-11-25
JP MORGAN CHASE COM MTG SEC P 2010-11-08 2013-11-25
JP MORGAN CHASE COM MTG SEC P 2010-11-08 2013-11-25
JP MORGAN CHASE COM MTG SEC P 2010-11-08 2013-11-25
JP MORGAN CHASE COM MTG SEC P 2010-11-08 2013-12-17
LB-USB COM MTG TR SER 2003 P 2008-02-20 2013-01-18
LB-USB COM MTG TR SER 2005 P 2008-02-05 2013-01-18
LB-USB COM MTG TR SER 2005 P 2008-02-05 2013-08-13
LB-USB COM MTG TR SER 2005 P 2008-02-05 2013-08-22
MASTERCARD INC P 2011-06-27 2011-01-23
MEDTRONIC INC P 2011-06-27 2013-03-13
MERCK & CO INC P 1997-03-24 2013-03-13
METLIFE INC P 2005-12-16 2013-07-23
MICROSOFT CORP P 2006-11-22 2013-05-20
MASAIC COMPANY P 2012-11-27 2013-08-01
MASAIC COMPANY P 2013-01-23 2013-08-01
MASAIC COMPANY P 2013-05-20 2013-08-01
MYRIAD GENETICS INC P 2013-03-13 2013-05-20
NATL OILWELL VARCO INC P 2006-11-22 2013-05-20
NU SKIN ENTERPRISES INC P 2013-01-23 2013-05-20
O'REILLY AUTOMOTIVE INC P 2012-08-07 2013-05-20
PHILIP MORRIS INTL INC P 2011-06-27 2013-01-23
PHILIP MORRIS INTL INC P 2011-06-27 2013-03-13
PRUDENTIAL FINANCIAL INC P 2012-11-27 2013-07-23
ROSS STORES INC P 2011-06-27 2013-03-13
ROSS STORES INC P 2011-06-27 2013-05-20
SKYWORKS SOLUTIONS INC P 2013-01-23 2013-07-23
SM BUS ADMIN SER 2006-P10A P 2008-06-18 2013-02-12
SM BUS ADMIN SER 2006-P10A P 2008-06-18 2013-05-13
SM BUS ADMIN SER 2006-P10A P 2008-06-18 2013-08-13
SM BUS ADMIN SER 2006-P10A P 2008-06-18 2013-11-13
SM BUS ADMIN SER 2009-P10A P 2010-01-04 2013-02-12
SM BUS ADMIN SER 2009-P10A P 2010-01-04 2013-05-13
STERICYCLE INC P 2011-06-27 2013-01-23
SM BUS ADMIN SER 2009-P10A P 2010-01-04 2013-08-13
SM BUS ADMIN SER 2009-P10A P 2010-01-04 2013-11-13
TEVA PHARMACEUTICAL IND P 2012-08-07 2013-01-23
TEVA PHARMACEUTICAL IND P 2012-08-07 2013-03-13
TEVA PHARMACEUTICAL IND P 2012-08-07 2013-07-23
THERMO ELECTRON P 2011-06-27 2013-03-13
THERMO ELECTRON P 2011-06-27 2013-07-23
TIDEWATER INC P 2013-01-23 2013-05-20
WALMART STORES INC P 2011-07-20 2013-01-23
WALMART STORES INC P 2011-07-20 2013-03-13
WILLIAMS COMPANIES INC P 2011-06-27 2013-03-13
BUNGE LIMITED P 2011-06-27 2013-01-23
ENSCO PLC CL A (FOREIGN) P 2012-11-27 2013-07-23
ENSCO PLC CL A (FOREIGN) P 2013-01-23 2013-07-23
ENSCO PLC CL A (FOREIGN) P 2013-03-13 2013-07-23
MAIDEN HOLDINGS LTD (FOREIGN) P 2013-03-14 2013-07-15
MAIDEN HOLDINGS LTD (FOREIGN) P 2013-03-14 2013-07-23
(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 7,192   5,889 1,303
b 4,008   2,869 1,139
c 8,919   6,493 2,426
d 5,396   5,951 -555
e 1,829   2,211 -382
3,139   1,903 1,236
1,901   1,282 619
4,188   4,157 31
4,450   5,061 -611
183   167 16
141   128 13
135   123 12
262   238 24
187   171 16
147   133 14
188   171 17
113   103 10
75   68 7
126   114 12
120   109 11
106   96 10
50,000   50,055 -55
3,030   2,330 700
11   10 1
13   12 1
17   16 1
18   17 1
7,987   7,488 499
738   692 46
16   15 1
1,517   1,419 98
3,537   2,323 1,214
3,301   2,327 974
1,726   1,252 474
3,150   2,321 829
834   775 59
1,501   1,284 217
6,645   5,919 726
6,827   4,099 2,728
1,249   653 596
4,502   4,181 321
1,242   912 330
6,923   5,018 1,905
1,670   1,311 359
7,055   4,313 2,742
5,000   4,968 32
5,232   4,456 776
4,752   2,903 1,849
1,326   652 674
4,313   3,733 580
1,481   1,034 447
773   594 179
3,417   3,763 -346
2,521   2,884 -363
1,942   1,550 392
6,886   3,238 3,648
260   261 -1
261   262 -1
263   263 0
264   265 -1
9,175   9,203 -28
171   171 0
173   173 0
173   174 -1
174   175 -1
175   176 -1
176   176 0
177   177 0
26   27 -1
3   3 0
4   4 0
5   5 0
95   98 -3
4   4 0
31   32 -1
3   3 0
4   4 0
43   44 -1
2   2 0
2   2 0
82   86 -4
82   87 -5
83   87 -4
83   88 -5
84   88 -4
84   89 -5
85   89 -4
85   90 -5
86   90 -4
86   91 -5
87   92 -5
87   92 -5
12   12 0
14   13 1
13   13 0
13   13 0
13   13 0
13   13 0
13   13 0
13   13 0
13   13 0
13   13 0
13   13 0
13   13 0
2,460   2,528 -68
1,067   1,096 -29
546   561 -15
518   532 -14
1,132   1,164 -32
1,801   1,851 -50
1,164   1,196 -32
1,380   1,418 -38
976   1,003 -27
728   748 -20
239   246 -7
565   581 -16
1,350   869 481
1,842   1,830 12
1,769   1,758 11
2,061   2,047 14
1,675   1,664 11
1,531   1,521 10
1,699   1,688 11
1,590   1,579 11
1,398   1,389 9
932   926 6
925   918 7
821   815 6
645   641 4
643   616 27
42   41 1
43   41 2
42   40 2
46   44 2
118   113 5
7,354   7,047 307
11,059   11,097 -38
3,648   1,939 1,709
3,992   1,939 2,053
136   142 -6
13,445   14,066 -621
8,161   8,538 -377
9,185   9,610 -425
8,285   7,925 360
355   340 15
5   5 0
1,659   1,587 72
15   15 0
3   3 0
8   8 0
3,251   3,109 142
8   8 0
4,871     4,871
13,904     13,904
3,182     3,182
5,336     5,336
8,603   1 8,602
9,824   1 9,823
9,562   1 9,561
2,120   1,004 1,116
1,266   1,175 91
23,282   20,260 3,022
11,939   10,800 1,139
12,417   11,474 943
6,133   5,531 602
7,624   7,538 86
4,132   3,392 740
6,270   4,626 1,644
17,932   16,443 1,489
24,835   23,661 1,174
1,353   1,298 55
2,562   2,432 130
2,037   1,717 320
2,833   2,904 -71
129   132 -3
159   163 -4
23,379   23,964 -585
165   169 -4
112   115 -3
475   487 -12
128   131 -3
4,616   4,732 -116
147   150 -3
103   106 -3
122   126 -4
164   168 -4
130   133 -3
17,016   16,378 638
12   12 0
1,077   1,078 -1
128   128 0
3,613   1,913 1,700
2,973   2,515 458
7,350   7,023 327
2,414   2,450 -36
2,196   1,888 308
4,621   6,044 -1,423
1,403   2,030 -627
1,609   2,394 -785
2,005   1,554 451
18,477   8,114 10,363
3,979   2,800 1,179
1,670   1,308 362
3,194   2,376 818
3,434   2,508 926
2,762   1,806 956
2,762   1,956 806
2,151   1,291 860
4,499   4,008 491
1,287   1,287 0
555   555 0
378   378 0
1,707   1,707 0
57   60 -3
2,466   2,577 -111
3,333   3,043 290
2,702   2,824 -122
675   705 -30
3,077   3,277 -200
4,105   4,086 19
7,192   7,080 112
1,939   1,583 356
1,621   1,140 481
2,420   2,024 396
4,645   3,612 1,033
4,129   3,019 1,110
3,023   2,050 973
2,565   2,194 371
7,809   7,423 386
5,812   5,937 -125
4,904   4,759 145
6,149   5,327 822
6,398   5,515 883
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       1,303
b       1,139
c       2,426
d       -555
e       -382
      1,236
      619
      31
      -611
      16
      13
      12
      24
      16
      14
      17
      10
      7
      12
      11
      10
      -55
      700
      1
      1
      1
      1
      499
      46
      1
      98
      1,214
      974
      474
      829
      59
      217
      726
      2,728
      596
      321
      330
      1,905
      359
      2,742
      32
      776
      1,849
      674
      580
      447
      179
      -346
      -363
      392
      3,648
      -1
      -1
      0
      -1
      -28
      0
      0
      -1
      -1
      -1
      0
      0
      -1
      0
      0
      0
      -3
      0
      -1
      0
      0
      -1
      0
      0
      -4
      -5
      -4
      -5
      -4
      -5
      -4
      -5
      -4
      -5
      -5
      -5
      0
      1
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      -68
      -29
      -15
      -14
      -32
      -50
      -32
      -38
      -27
      -20
      -7
      -16
      481
      12
      11
      14
      11
      10
      11
      11
      9
      6
      7
      6
      4
      27
      1
      2
      2
      2
      5
      307
      -38
      1,709
      2,053
      -6
      -621
      -377
      -425
      360
      15
      0
      72
      0
      0
      0
      142
      0
      4,871
      13,904
      3,182
      5,336
      8,602
      9,823
      9,561
      1,116
      91
      3,022
      1,139
      943
      602
      86
      740
      1,644
      1,489
      1,174
      55
      130
      320
      -71
      -3
      -4
      -585
      -4
      -3
      -12
      -3
      -116
      -3
      -3
      -4
      -4
      -3
      638
      0
      -1
      0
      1,700
      458
      327
      -36
      308
      -1,423
      -627
      -785
      451
      10,363
      1,179
      362
      818
      926
      956
      806
      860
      491
      0
      0
      0
      0
      -3
      -111
      290
      -122
      -30
      -200
      19
      112
      356
      481
      396
      1,033
      1,110
      973
      371
      386
      -125
      145
      822
      883
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 2 122,953
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 151,464 2,758,049 0.054917
2011 99,640 2,977,456 0.033465
2010 104,355 2,694,753 0.038725
2009 138,596 2,569,703 0.053935
2008 140,635 3,061,389 0.045938
2 Total of line 1, column (d) ...................... 2 0.226980
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 0.045396
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 3,103,299
5 Multiply line 4 by line 3....................... 5 140,877
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,066
7 Add lines 5 and 6......................... 7 142,943
8 Enter qualifying distributions from Part XII, line 4.............. 8 151,962
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 2,066
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 2,066
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 2,066
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 3,160
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 3,160
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,094
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet1,094 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    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 ofbulletBANKERS TRUST CO - TRUST DEPT Telephone no.bullet (515) 245-2965
    Located atbullet665 LOCUST STREETDES MOINESIA ZIP+4bullet50309
    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
    JAMES H WINDSOR IV TRUSTEE
    1.00     		0 0 0
    424 51ST STREET
    DES MOINES,IA50312
    MARK W BEERMAN TRUSTEE
    1.00     		0 0 0
    100 COURT AVENUE 600
    DES MOINES,IA50309
    JAMES H WINDSOR III TRUSTEE
    1.00     		0 0 0
    4004 GRAND AVENUE UNIT 602
    DES MOINES,IA50312
    STEPHANIE WINDSOR TRUSTEE
    1.00     		0 0 0
    249 51ST STREET
    DES MOINES,IA50312
    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.........................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
    155,165
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    2,066
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,066
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    153,099
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    153,099
    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
    153,099
    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 7 153,099
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 44,329
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 151,962
    a Applied to 2012, but not more than line 2a 44,329
    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..... 107,633
    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 ..........     		45,466
    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....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    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
    ANIMAL RESCUE LEAGUE OF IOWA
    5452 NE 2ND STREET
    DES MOINES,IA50309     		NONE PUBLIC CHARITY PREVENT ANIMAL CRUELTY - $5000 FOR ADOPTION PARTNER CAT CONDOES; $4000 FOR HORSE FACILITY & NEEDS 9,000
    CATHEDRAL CHURCH OF ST PAUL
    815 HIGH STREET
    DES MOINES,IA50309     		NONE PUBLIC CHARITY RELIGIOUS - CHURCH BELLS CONTROL SYSTEM 17,500
    CIVIC CENTER OF GREATER DES MOINES
    221 WALNUT STREET
    DES MOINES,IA50309     		NONE PUBLIC CHARITY FINE ARTS - THE APPLAUSE SERIES 20,000
    DES MOINES PUBLIC LIBRARY SUPPORT GROUP
    700 WALNUT STREET STE 1600
    DES MOINES,IA50309     		NONE PUBLIC CHARITY EDUCATION - RAINBOW READING PROJECT 5,000
    GREATER DES MOINES BOTANICAL CENTER
    909 ROBERT D RAY DRIVE
    DES MOINES,IA50316     		NONE PUBLIC CHARITY SCIENTIFIC - CAPITAL CAMPAIGN TO SUPPORT HORTICULTURE. 10,000
    SCIENCE CENTER OF IOWA
    401 W MARTIN LUTHER KING PKWY
    DES MOINES,IA50309     		NONE PUBLIC CHARITY EDUCATIONAL - GENERAL PROGRAM SUPPORT 25,000
    DES MOINES METRO OPERA
    106 W BOSTON AVENUE
    INDIANOLA,IA50125     		NONE PUBLIC CHARITY FINE ARTS - OPERA IOWA EDUCATIONAL TOURING TROUPE 10,000
    IOWA FRIENDS OF COMPANION ANIMALS
    1321 41ST STREET
    DES MOINES,IA50311     		NONE PUBLIC CHARITY PREVENTION OF CRUELTY TO ANIMALS - EDUCATE PUBLIC ABOUT ANIMAL WELFARE ISSUES 1,000
    CHRYSALIS FOUNDATION
    300 EAST LOCUST STREET
    DES MOINES,IA50309     		NONE PRIVATE FOUNDATION CHARITABLE - AFTER SCHOOL PROGRAM FOR GIRLS 5,000
    ORCHARD PLACE
    2116 GRAND AVENUE
    DES MOINES,IA50312     		NONE PUBLIC CHARITY CHARITABLE - GENERAL OPERATING FUND 10,000
    DES MOINES COMMUNITY PLAYHOUSE
    831 42ND STREET
    DES MOINES,IA50312     		NONE PUBLIC CHARITY FINE ARTS - CURRENT BUILDING PROJECT 30,000
    IOWA HISTORY CENTER SIMPSON COLLEGE
    701 NORTH C STREET
    INDIANOLA,IA50125     		NONE PUBLIC CHARITY EDUCATIONAL - GENERAL OPERATING FUND 5,000
    Total .................................bullet 3a 147,500
    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 ............     		         
    4 Dividends and interest from securities....     14 88,154  
    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 .............     		    18 122,953  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aFED TAX REFUND     01    
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 211,107 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13211,107
    (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 InvestmentsCorpBondsSchedule
    Name:
    WINDSOR CHARITABLE FOUNDATION
    EIN: 42-1227965
    Name of Bond End of Year Book Value End of Year Fair Market Value
    APPLIED MATERIALS INC 6/15/21 49,917 51,753
    DEERE & CO 4/25/2014 51,372 51,026
    GEN ELEC CAP CORP 5.625% 5/18 53,876 57,419
    HILTON HEAD ISLAND 3/1/23 57,117 50,570
    JP MORGAN CHASE MTG SER 2005 11,314 11,040
    PRINCIPAL FIN GROUP 9/15/22 50,964 47,605
    SEMPRA ENERGY 2.875% 10/1/22 49,984 46,036
    SWISS RE SOLUTIONS 3/1/19 55,667 57,069
    PHILLIPS 66 4.3% 4/1/22 25,825 25,406
    TOYOTA MOTOR CRED CORP STEP UP 49,451 42,402

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    WINDSOR CHARITABLE FOUNDATION
    EIN: 42-1227965
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABORATORIES 5,652 7,742
    AGCO CORPORATION 10,658 13,139
    ALLIANCE DATA SYS CORP 10,961 21,033
    APPLE INC 16,394 23,001
    BED BATH & BEYOND 9,145 12,124
    BLACKROCK INC 4,820 9,178
    BUNGE LIMITED 6,292 7,308
    CAMERON INTL CORP 13,796 16,192
    CATERPILLAR INC 4,651 5,449
    CELGENE CORPORATION 8,474 21,797
    CHEVRON CORPORATION 6,100 7,120
    CME GROUP INC 7,110 10,514
    COGNIZANT TECH SOLUTIONS 8,895 15,753
    COMCAST CORPORATION NEW 7,764 13,563
    CVS CAREMARK 13,895 21,900
    DANAHER CORP 5,890 8,878
    DIRECTV CLASS A 16,171 20,027
    DISNEY COMMON STOCK 3,653 8,557
    EMC CORPORATION 15,653 15,543
    EMERSON ELECTRIC 6,564 8,562
    EXPRESS SCRIPTS INC 12,049 15,874
    EXXON MOBIL CORP 4,091 9,715
    FISERV INC 9,625 19,605
    FRANKLIN RESOURCES INC 5,221 7,620
    GOOGLE INC CL A 6,874 13,449
    INTEL CORP 6,276 7,605
    INTL BUSINESS MACHINES 6,728 12,567
    JP MORGAN CHASE & CO 12,288 14,620
    MASTERCARD INC 10,448 27,570
    MEDTRONIC INC 5,915 8,838
    MERCK & COMPANY INC 6,782 7,858
    METLIFE INC 15,540 20,705
    MICROSOFT CORP 9,375 12,046
    OREILLY AUTOMOTIVE INC 9,271 12,227
    PHILIP MORRIS INTL INC 7,722 10,194
    PNC FIN SERV GROUP 12,373 15,206
    PRUDENTIAL FINANCIAL INC 13,869 22,041
    PVH CORP 6,734 11,562
    ROSS STORES INC 12,383 17,683
    STERICYCLE INC 9,563 12,779
    TAL INTL GROUP INC 17,947 25,922
    THERMO FISHER SCI INC 12,516 23,384
    UNION PACIFIC CORP 4,988 13,104
    UNITED TECHOLOGIES 10,353 13,542
    US BANCORP 11,729 17,049
    WALMART STORES INC 7,763 11,331
    WILLIAMS COMPANIES INC 4,783 7,830
    AES COMPANIES 15,302 17,339
    ALLERGAN INC 18,900 20,772
    ASHLAND INC 10,518 12,227
    THE BLACKSTONE GROUP LP 3,539 4,631
    HERTZ GLOBAL HOLDINGS INC 9,439 14,482
    MYRIAD GENETICS INC 5,879 4,762
    NU SKIN ENTERPRISES INC 7,997 25,294
    PEPSICO INC 55,953 55,063
    SKYWORKS SOLUTIONS INC 7,628 10,110
    TIDEWATER INC 12,528 15,529
    VERIZON COMMUNICATIONS 11,804 11,106
    HERBALIFE LTD (FOREIGN) 11,009 20,698
    VALIDUS HOLDINGS LTD (FOREIGN) 18,580 20,628
    LYONDELLBASELL IND (FOREIGN) 14,909 17,742

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    WINDSOR CHARITABLE FOUNDATION
    EIN: 42-1227965
    US Government Securities - End of Year Book Value:

    80,922
    US Government Securities - End of Year Fair Market Value:

    80,994
    State & Local Government Securities - End of Year Book Value:


    403,560
    State & Local Government Securities - End of Year Fair Market Value:


    403,299


    TY 2013 InvestmentsOtherSchedule2
    Name:
    WINDSOR CHARITABLE FOUNDATION
    EIN: 42-1227965
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ISHARES MSCI EAFE INDEX AT COST 176,186 211,819
    ISHARES RUSSELL 2000 INDEX AT COST 111,765 155,851
    VANGUARD MSCI EM MKTS AT COST 185,391 171,801

    TY 2013 OtherAssetsSchedule
    Name:
    WINDSOR CHARITABLE FOUNDATION
    EIN: 42-1227965
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED DIVIDENDS -1,190 -1,739  


    TY 2013 OtherExpensesSchedule
    Name:
    WINDSOR CHARITABLE FOUNDATION
    EIN: 42-1227965
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CUSTODIAL FEES 8,923 4,461   4,462


    TY 2013 TaxesSchedule
    Name:
    WINDSOR CHARITABLE FOUNDATION
    EIN: 42-1227965
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX WITHHELD 1,008 0   0
    EXCISE TAX ESTIMATES 3,160 0   0
    EXCISE TAX PRIOR YEAR 207 0   0