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
William J & Barbara S Conners Charitable Foundation
 

Number and street (or P.O. box number if mail is not delivered to street address)c/o HHK 4600 N Ocean Blvd Room 206   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Boynton Beach, FL33435
A Employer identification number

65-6284406
B Telephone number (see instructions)

(561) 276-1008
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$542,912J 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) 5,977
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 8,195 8,195  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 33,534
b Gross sales price for all assets on line 6a 341,871
7 Capital gain net income (from Part IV, line 2)... 33,541
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........ 47,706 41,736  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 4,003 2,002   2,001
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 5,977 5,977    
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 266 266 4  
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,795 898   897
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 30 30 30  
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 12,071 9,173 34 2,898
25 Contributions, gifts, grants paid........ 25,000 25,000
26 Total expenses and disbursements. Add lines 24 and 25 37,071 9,173 34 27,898
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 10,635
b Net investment income (if negative, enter -0-) 32,563
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............... 2,069 11,009 11,009
2 Savings and temporary cash investments.......... 65,711 104,991 104,991
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 406,081 Click to see attachment368,460 426,912
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
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) 473,861 484,460 542,912
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......... 473,861 484,460
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).................... 473,861 484,460
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 473,861 484,460
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)............... 1 473,861
2 Enter amount from Part I, line 27a..................... 2 10,635
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 484,496
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 36
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 484,460
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 Altria Group P 2012-11-20 2013-06-07
b Amerisource Bergen P 2013-03-21 2013-09-11
c Boeing Co P 2013-03-21 2013-12-20
d Campbell Soup Co. P 2012-07-13 2013-01-17
e CF Industries Holdings Inc P 2012-05-03 2013-01-17
Chevron Corp P 2012-07-03 2013-01-17
Chipotle Mexican Grill Inc P 2013-03-21 2013-12-20
Delphi Automotive P 2013-01-17 2013-12-20
Dollar Tree Inc. P 2013-03-21 2013-12-20
Family Dollar Stores P 2012-07-13 2013-01-17
Fastenal Co. P 2012-10-03 2013-01-17
Gap Inc. P 2012-07-13 2013-01-17
IShares Barclays Tips Bds P 2012-07-13 2013-01-24
IShares Barclays Tips Bds P 2012-07-13 2013-02-01
IShares IBoxx High Yld Cp Bd P 2013-02-01 2013-12-20
IShares JP Morgan USD Emrg P 2012-07-13 2013-01-17
Marathon Pete Corp P 2013-03-21 2013-12-20
Microsoft Corp P 2012-07-13 2013-01-17
Monster Beverage Corp P 2013-01-17 2013-09-11
Petsmart Inc. P 2012-11-20 2013-01-17
Rockwell Automation P 2013-01-17 2013-03-21
Scripps Networks Interact Inc P 2012-03-01 2013-01-17
Sherwin Williams Co. P 2012-07-13 2013-01-17
Sherwin Williams Co. P 2012-07-13 2013-03-21
Seagate Technology P 2013-03-21 2013-12-20
Taiwan Semicond Spons ADR P 2012-07-13 2013-01-17
Taiwan Semicond Spons ADR P 2012-07-13 2013-03-21
Varian Medical Systems P 2012-05-02 2013-03-21
Verizon Communications P 2012-10-03 2013-03-21
CF Industries Hldgs P 2012-07-18 2013-12-20
IShares Barclays 1-3 Yr Cr Bd P 2011-06-28 2013-12-20
IShares Barclays MBD Bd Fd P 2012-07-13 2013-12-20
IShares Core US Bd Mkt ETF P 2012-07-13 2013-12-20
IShares JPMorgan Emrg Mkt P 2012-07-13 2013-12-20
Mastercard Inc P 2012-07-13 2013-12-20
McGraw Hill Finl P 2012-07-13 2013-12-20
Starbucks Corp P 2012-07-13 2013-12-20
Varian Medical Systems P 2012-03-01 2013-03-21
Companhia de Bebidas P 2012-01-12 2013-03-28
Intel Corp P 2008-06-01 2013-03-21
TJX Cos Inc P 2009-11-24 2013-01-17
(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 8,945   8,165 780
b 12,042   10,029 2,013
c 2,723   1,702 1,021
d 9,405   8,631 774
e 4,350   3,926 424
9,247   8,464 783
5,221   3,198 2,023
2,937   1,961 976
8,310   6,846 1,464
8,743   10,107 -1,364
2,779   2,661 118
6,217   5,243 974
5,436   5,437 -1
15,075   15,102 -27
4,647   4,686 -39
13,375   12,867 508
8,674   8,989 -315
8,766   9,349 -583
9,990   9,032 958
8,291   8,329 -38
8,608   8,717 -109
2,916   2,293 623
4,872   3,904 968
10,177   7,808 2,369
2,694   1,717 977
2,917   2,069 848
8,442   6,465 1,977
1,812   1,632 180
9,691   9,251 440
9,099   7,795 1,304
21,068   20,997 71
20,968   21,779 -811
26,677   28,011 -1,334
3,264   3,509 -245
8,118   4,288 3,830
14,219   8,645 5,574
13,993   8,825 5,168
7,610   6,932 678
       
7,333   8,010 -677
2,220   966 1,254
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       780
b       2,013
c       1,021
d       774
e       424
      783
      2,023
      976
      1,464
      -1,364
      118
      974
      -1
      -27
      -39
      508
      -315
      -583
      958
      -38
      -109
      623
      968
      2,369
      977
      848
      1,977
      180
      440
      1,304
      71
      -811
      -1,334
      -245
      3,830
      5,574
      5,168
      678
       
      -677
      1,254
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 33,541
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 18,722
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 31,455 507,999 000.061919
2011 26,431 517,048 000.051119
2010 34,988 529,313 000.066101
2009 32,284 521,519 000.061904
2008 36,831 601,704 000.061211
2 Total of line 1, column (d) ...................... 2 000.302254
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. . . 		3 000.060451
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 512,157
5 Multiply line 4 by line 3....................... 5 30,960
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 326
7 Add lines 5 and 6......................... 7 31,286
8 Enter qualifying distributions from Part XII, line 4.............. 8 27,898
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 1 651
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  
3 Add lines 1 and 2............................ 3 651
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 651
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a  
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  
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 9 651
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (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)
    bulletFL
    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 addressbulletGuidestar.org
    14
    The books are in care ofbulletHinman Howard & Kattell LLP Telephone no.bullet (561) 276-1008
    Located atbullet4600 N Ocean BlvdBoynton BeachFL ZIP+4bullet33435
    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
    Barbara S Conners Trustee
    000.00     		0    
    13274 Polo Club Rd 301B
    Wellington,FL33414
    Erik Edward Joh Trustee
    000.00     		0    
    4600 N Ocean Blvd
    Boynton Beach,FL33435
    W J Conners Trustee
    000.00     		0    
    445 Dorracke Ave Apt 117
    Lackawanna,NY14218
    Chris Jacobs Trustee
    000.00     		0    
    530 Moornings Circle
    Arnold,MD21012
    Lauren Jacobs Trustee
    000.00     		0    
    510 Camino de la Revira 233
    San Diego,CA92108
    Kelly Youngblood Trustee
    000.00     		0    
    1108 Pointe Newport Terr 212
    Casselberry,FL32707
    Robert Conners Trustee
    000.00     		0    
    PO Box 1094
    Ponte Vedra,FL32004
    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
     
    Total number of other employees paid over $50,000...................bullet  
    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
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 NONE 0
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 NONE  
    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
    25,608
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    651
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    651
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    24,957
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    24,957
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    24,957
    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 24,957
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 1,753
    b Total for prior years:20, 20, 20  
    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.........  
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 27,898
    a Applied to 2012, but not more than line 2a 1,753
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2013 distributable amount..... 26,145
    e Remaining amount distributed out of corpus 1,188
    5 Excess distributions carryover applied to 2013.    
    (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 1,188
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		1,188
    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.... 1,188
    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).)
    Barbara S Conners
    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 or e-mail address of the person to whom applications should be addressed:
    Hinman Howard Kattell LLP
    4600 N Ocean Blvd
    Boynton Beach,FL33435
    (561) 276-1008
    bThe form in which applications should be submitted and information and materials they should include:
    Application requirements must include 2 copies of most recently audited financial statements, 2 copies of the requesting agencys 501c3 exemption letter, 2 copies of the management letter issued by the agencys auditors, 2 copies of the most recent Form 990 and 7 copies of the proposed grant request, together with 7 copie of a list of the applicants Board members.
    cAny submission deadlines:
    Deadline is July 31
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Awards are given to org only in the USA, and must meet educational, medical or emergency need.
    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
    Buffalo Therapeutic Riding Center Inc
    950 Amherst St
    Buffalo,NY14216     		    Support 2,500
    FSH Society
    64 Grove Street
    Watertown,MA02472     		    Support 10,000
    Caridad Center Inc
    13230 Polo Club Rd
    Wellington,FL33414     		    Support 3,000
    Life is Washable Inc
    572 County Road 32
    Greene,NY13778     		    Support 4,000
    Parent to Parent of St Lucie Cnty
    PO Box 365
    Palm City,FL34981     		    Support 1,000
    211 Palm Beach Treasure Coast Inc
    PO Box 3588
    Lantana,FL33465     		    Support 1,000
    VSA Arts of FL - PBC
    2728 Lake Worth Rd
    Lake Worth,FL33461     		    Support 1,000
    SB Idea Inc
    629 West Drive
    Delray Beach,FL33445     		    Support 1,000
    Palm Beach Food Bank
    525 Gator Dr
    Lantana,FL33462     		    Support 1,500
    Total .................................bullet 3a 25,000
    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    
    4 Dividends and interest from securities....     14 8,195  
    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 .............     		    14 33,534  
    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)..   41,729  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1341,729
    (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: 13000230
    Software Version: 13.5.0.0


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2013
    Name of the organization
    William J & Barbara S Conners Charitable Foundation
     
    Employer identification number

    65-6284406
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 2
    Name of organization
    William J & Barbara S Conners Charitable Foundation
          		Employer identification number

    65-6284406
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    Barbara S Conners  
    13274 Polo Club Rd 301B
     
    Wellingotn, FL33414

    		$5,977


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 3
    Name of organization
    William J & Barbara S Conners Charitable Foundation
          		Employer identification number

    65-6284406
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    Name of organization
    William J & Barbara S Conners Charitable Foundation
          		Employer identification number

    65-6284406
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Additional Data


    Software ID: 13000230
    Software Version: 13.5.0.0

    TY 2013 AccountingFeesSchedule
    Name:
    William J & Barbara S Conners Charitable Foundation
    EIN: 65-6284406
    Software ID:13000230
    Software Version:13.5.0.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2013 GainLossSaleOtherAssetsSch
    Name:
    William J & Barbara S Conners Charitable Foundation
    EIN: 65-6284406
    Software ID:13000230
    Software Version:13.5.0.0
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    Altria Group 2012-11 P 2013-06   8,945 8,165     780  
    Amerisource Bergen 2013-03 P 2013-09   12,042 10,029     2,013  
    Boeing Co 2013-03 P 2013-12   2,723 1,702     1,021  
    Campbell Soup Co. 2012-07 P 2013-01   9,404 8,631     773  
    CF Industries Holdings Inc 2012-05 P 2013-01   4,350 3,926     424  
    Chevron Corp 2012-07 P 2013-01   9,247 8,464     783  
    Chipotle Mexican Grill Inc 2013-03 P 2013-12   5,221 3,198     2,023  
    Delphi Automotive 2013-01 P 2013-12   2,937 1,961     976  
    Dollar Tree Inc. 2013-03 P 2013-12   8,310 6,846     1,464  
    Family Dollar Stores 2012-07 P 2013-01   8,743 10,107     -1,364  
    Fastenal Co. 2012-10 P 2013-01   2,779 2,661     118  
    Gap Inc. 2012-07 P 2013-01   6,217 5,243     974  
    IShares Barclays Tips Bds 2012-07 P 2013-01   5,436 5,437     -1  
    IShares Barclays Tips Bds 2012-07 P 2013-02   15,074 15,102     -28  
    IShares IBoxx High Yld Cp Bd 2013-02 P 2013-12   4,647 4,686     -39  
    IShares JP Morgan USD Emrg 2012-07 P 2013-01   13,375 12,867     508  
    Marathon Pete Corp 2013-03 P 2013-12   8,673 8,989     -316  
    Microsoft Corp 2012-07 P 2013-01   8,765 9,349     -584  
    Monster Beverage Corp 2013-01 P 2013-09   9,990 9,032     958  
    Petsmart Inc. 2012-11 P 2013-01   8,291 8,329     -38  
    Rockwell Automation 2013-01 P 2013-03   8,608 8,717     -109  
    Scripps Networks Interact Inc 2012-03 P 2013-01   2,916 2,293     623  
    Sherwin Williams Co. 2012-07 P 2013-01   4,872 3,904     968  
    Sherwin Williams Co. 2012-07 P 2013-03   10,177 7,808     2,369  
    Seagate Technology 2013-03 P 2013-12   2,694 1,717     977  
    Taiwan Semicond Spons ADR 2012-07 P 2013-01   2,917 2,069     848  
    Taiwan Semicond Spons ADR 2012-07 P 2013-03   8,442 6,465     1,977  
    Varian Medical Systems 2012-05 P 2013-03   1,812 1,632     180  
    Verizon Communications 2012-10 P 2013-03   9,691 9,251     440  
    CF Industries Hldgs 2012-07 P 2013-12   9,099 7,795     1,304  
    IShares Barclays 1-3 Yr Cr Bd 2011-06 P 2013-12   21,068 20,997     71  
    IShares Barclays MBD Bd Fd 2012-07 P 2013-12   20,967 21,779     -812  
    IShares Core US Bd Mkt ETF 2012-07 P 2013-12   26,677 28,011     -1,334  
    IShares JPMorgan Emrg Mkt 2012-07 P 2013-12   3,264 3,509     -245  
    Mastercard Inc 2012-07 P 2013-12   8,118 4,288     3,830  
    McGraw Hill Finl 2012-07 P 2013-12   14,218 8,645     5,573  
    Starbucks Corp 2012-07 P 2013-12   13,993 8,825     5,168  
    Varian Medical Systems 2012-03 P 2013-03   7,609 6,932     677  
    Intel Corp 2008-06 P 2013-03   7,333 8,010     -677  
    TJX Cos Inc 2009-11 P 2013-01   2,220 966     1,254  

    TY 2013 GeneralExplanationAttachment
    Name:
    William J & Barbara S Conners Charitable Foundation
    EIN: 65-6284406
    Software ID:13000230
    Software Version:13.5.0.0
    Identifier Return Reference Explanation

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    William J & Barbara S Conners Charitable Foundation
    EIN: 65-6284406
    Software ID:13000230
    Software Version:13.5.0.0
    Name of Bond End of Year Book Value End of Year Fair Market Value

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    William J & Barbara S Conners Charitable Foundation
    EIN: 65-6284406
    Software ID:13000230
    Software Version:13.5.0.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    200 shares of TJX Companies 3,862 12,746
    250 shares of IShares Barclay 1-3 Credit Bd Fd 26,430 26,365
    20 shares of Apple Computer 12,046 11,220
    130 shares of Bed Bath Beyond 7,753 10,439
    190 shares of CH Robinson Worldwide 11,097 11,086
    125 shares of Coach Inc 7,189 7,016
    190 shares of Fastenal Co 8,426 9,027
    270 shares of Gap 7,450 10,552
    150 shares of Intuit Inc 8,595 11,448
    350 shares of IShares Core Total US Bond Mkt 38,840 37,250
    240 shares of IShares Barclays MBS Bond Fd 26,016 25,097
    150 shares of Estee Lauder Cos 8,811 11,298
    10 shares of Mastercard Inc 4,288 8,355
    280 shares of Paychex Inc 8,700 12,748
    130 shares of Petsmart Inc 9,023 9,457
    160 shares of Rockwell Collins 7,808 11,827
    170 shares of Ross Stores 11,563 12,738
    150 shares of Scripps Networks Inter 7,112 12,961
    110 shares of Accenture PLC 6,390 9,044
    70 shares of IShares JP Morgan Emrgng Mkts 8,356 7,571
    110 shares of IShares IBoxx High Yld Cp Bd 10,309 10,217
    1200 shares of Ambev SA Spons 8,655 8,820
    250 shares of Best Buy 10,267 9,970
    400 shares of Block HR Inc 11,515 11,616
    80 shares of Boeing Co. 6,810 10,919
    100 shares of Fossil Inc 11,857 11,994
    300 shares of General Motors Co 10,899 12,261
    40 shares of Grainger WW Inc 9,992 10,217
    45 shares of International Business Machines 9,264 8,441
    150 shares of Monster Beverage Corp 10,050 10,166
    200 shares of Reynolds American Inc 9,640 9,998
    270 shares of Robert Half Intl Inc 9,121 11,337
    180 shares of Delphi Automotive PLC 7,061 10,823
    200 shares of Seagate Technology PLC 6,868 11,232
    20 shares of Chipotle Mexican Grill 6,397 10,656

    TY 2013 LegalFeesSchedule
    Name:
    William J & Barbara S Conners Charitable Foundation
    EIN: 65-6284406
    Software ID:13000230
    Software Version:13.5.0.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Hinman Howard Kattell LLP 4,003 2,002   2,001


    TY 2013 OtherDecreasesSchedule
    Name:
    William J & Barbara S Conners Charitable Foundation
    EIN: 65-6284406
    Software ID:13000230
    Software Version:13.5.0.0
    Description Amount
    Miscellaneous 36


    TY 2013 OtherExpensesSchedule
    Name:
    William J & Barbara S Conners Charitable Foundation
    EIN: 65-6284406
    Software ID:13000230
    Software Version:13.5.0.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADR Fee 30 30 30  


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    William J & Barbara S Conners Charitable Foundation
    EIN: 65-6284406
    Software ID:13000230
    Software Version:13.5.0.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Cypress management fees 5,977 5,977    


    TY 2013 TaxesSchedule
    Name:
    William J & Barbara S Conners Charitable Foundation
    EIN: 65-6284406
    Software ID:13000230
    Software Version:13.5.0.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Tax on investment income 262 262    
    Foreign taxes withheld on dividends 4 4 4