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
THE BLUESTONE FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)CUMMINGS LOCKWOOD PO BOX 271820   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WEST HARTFORD, CT061271820
A Employer identification number

06-1527223
B Telephone number (see instructions)

(860) 313-4930
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$2,366,342J 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) 24,937
2 Check bullet
3 Interest on savings and temporary cash investments 18,343 18,343  
4 Dividends and interest from securities...... 77,492 77,492  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 37,555
b Gross sales price for all assets on line 6a 295,499
7 Capital gain net income (from Part IV, line 2)... 37,555
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........ 158,327 133,390  
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)......... Click to see attachment 7,524 7,524   0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 1,858 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 155 155   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 9,537 7,679   0
25 Contributions, gifts, grants paid........ 99,000 99,000
26 Total expenses and disbursements. Add lines 24 and 25 108,537 7,679   99,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 49,790
b Net investment income (if negative, enter -0-) 125,711
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 Savings and temporary cash investments.......... 61,819 66,669 66,669
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)........ 1,634,483 Click to see attachment1,693,019 1,994,670
c Investments—corporate bonds (attach schedule)........ 301,245 Click to see attachment287,649 305,003
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) 1,997,547 2,047,337 2,366,342
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 1,997,547 2,047,337
30 Total net assets or fund balances (see page 17 of the
instructions).................... 1,997,547 2,047,337
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 1,997,547 2,047,337
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 1,997,547
2 Enter amount from Part I, line 27a..................... 2 49,790
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 2,047,337
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 2,047,337
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 $70,000 GENWORTH FINANCIAL INC GUARNT 4.95% 10/1/15 P 2012-09-18 2013-09-16
b HARTFORD FINANCIAL SERVICES - CASH IN LIEU P 2011-01-24 2013-04-09
c ZOETIS INC. - CASH IN LIEU P 2012-04-05 2013-07-03
d $20,000 MERRILL LYNCH & CO NOTES GLB 5.4% 2/5/2013 P 2011-09-27 2013-02-05
e 600 SHS. BARRICK GOLD CORPORATION P 2010-09-14 2013-03-12
450 SHS. EXXON MOBIL CORP P 2002-03-14 2013-05-06
300 SHS. INTERNATIONAL BUSINESS MACHINES P 2000-09-15 2013-10-18
150 SHS. INTERNATIONAL BUSINESS MACHINES P 2008-03-25 2013-10-18
1,000 SHS. JPM CHASE CAP TR XI CLD CUM DEF 5.875% 6/15/2033 P 2003-06-06 2013-05-08
500 SHS. JPM CHASE CAP TR XI CLD CUM DEF 5.875% 6/15/2033 P 2004-03-17 2013-05-08
400 SHS. JPM CHASE CAP TR XI CLD CUM DEF 5.875% 6/15/2033 P 2005-09-27 2013-05-08
300 SHS. JPM CHASE CAP TR XI CLD CUM DEF 5.875% 6/15/2033 P 2005-09-27 2013-05-08
200 SHS. JPM CHASE CAP TR XI CLD CUM DEF 5.875% 6/15/2033 P 2008-01-02 2013-05-08
100 SHS. JPM CHASE CAP TR XI CLD CUM DEF 5.875% 6/15/2033 P 2008-01-02 2013-05-08
PPL CORPORATION - CASH IN LIEU P 2013-07-09 2013-07-09
CAPITAL GAINS DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 76,140   74,301 1,839
b 11   12 -1
c 8   6 2
d 20,000   20,041 -41
e 17,334   27,639 -10,305
40,279   19,453 20,826
51,659   37,823 13,836
25,830   17,866 7,964
25,000   25,000 0
12,500   12,570 -70
10,000   9,848 152
7,500   7,379 121
5,000   3,999 1,001
2,500   1,999 501
7   8 -1
1,731     1,731
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       1,839
b       -1
c       2
d       -41
e       -10,305
      20,826
      13,836
      7,964
      0
      -70
      152
      121
      1,001
      501
      -1
      1,731
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 37,555
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 88,500 2,123,899 0.041669
2011 90,000 1,939,884 0.046395
2010 89,280 1,724,646 0.051767
2009 81,969 1,530,529 0.053556
2008 99,215 1,817,644 0.054584
2 Total of line 1, column (d) ...................... 2 0.247971
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 0.049594
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 2,309,008
5 Multiply line 4 by line 3....................... 5 114,513
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,257
7 Add lines 5 and 6......................... 7 115,770
8 Enter qualifying distributions from Part XII, line 4.............. 8 99,000
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 2,514
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 2,514
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 2,514
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 2,098
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 416
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,514
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 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
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)
    bulletCT
    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.Click to see attachment
    10
    Yes
     
    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 ofbulletPAUL L BOURDEAU ESQ Telephone no.bullet (860) 313-4930
    Located atbulletCUMMINGS LOCKWOOD PO BOX 271820W HRTFDCT ZIP+4bullet061271820
    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
    PETER LAPHAM TRUSTEE
    0.00     		0 0 0
    CUMMINGS LOCKWOOD PO BOX 271820
    WEST HARTFORD,CT06127
    PENELOPE LAPHAM TRUSTEE
    0.00     		0 0 0
    CUMMINGS LOCKWOOD PO BOX 271820
    WEST HARTFORD,CT06127
    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
    115,450
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    2,514
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,514
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    112,936
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    112,936
    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
    112,936
    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 7 112,936
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 53,073
    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$ 99,000
    a Applied to 2012, but not more than line 2a 53,073
    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..... 45,927
    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 ..........     		67,009
    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
    ACADEMY OF NATURAL SCIENCES
    1900 BENJAMIN FRANKLIN PKWY
    PHILADELPHIA,PA19103     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 1,000
    ACLU FOUNDATION
    125 BROAD ST 18TH FL
    NEW YORK,NY10004     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 1,000
    ARCHITECTURE FOR HUMANITY
    695 MINNA STREET
    SAN FRANCISCO,CA94103     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 1,000
    AUDUBON SOCIETY OF RHODE ISLAND OFFICE OF ADVANCEMENT
    12 SANDERSON RD
    SMITHFIELD,RI02917     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 500
    BLOCK ISLAND CONSERVANCY
    PO BOX 84
    BLOCK ISLAND,RI02807     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 2,500
    BLOCK ISLAND EARLY LEARNING CENTER
    266 BROAD STREET
    MILFORD,CT06460     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 2,500
    BLOCK ISLAND HEALTH SERVICES
    PO BOX 919
    BLOCK ISLAND,RI02807     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 1,000
    BLOCK ISLAND HISTORICAL SOCIETY
    PO BOX 79
    BLOCK ISLAND,RI02807     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 3,000
    BLOCK ISLAND VOLUNTEER FIRE & RESCUE DEPARTMENT
    PO BOX 781
    BLOCK ISLAND,RI02807     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 750
    CASA OF DOUGLAS COUNTY INC
    1000 SE STEPHENS ST
    ROSEBURG,OR97470     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 3,000
    CASCADE FOOTHILLS LIBRARY
    PO BOX 12
    DEXTER,OR97431     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 1,000
    CENTER FOR WOODEN BOATS
    1010 VALLEY ST
    SEATTLE,WA98109     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 1,000
    CENTRAL ASIA INSTITUTE
    PO BOX 7209
    BOZEMAN,MT59771     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 500
    CHESTNUT HILL HISTORIC SOCIETY
    8708 GERMANTOWN AVE
    PHILADELPHIA,PA19118     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 2,500
    CORNELL LAB OF ORINTHOLOGY (CORNELL UNIVERSITY)
    377 PINE TREE ROAD
    ITHACA,NY14850     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 1,000
    DIGNITY HOUSING (DIGNITY & FAIRNESS FOR THE HOMELESS HOUSING DEVELOPMENT)
    5227-R GERMANTOWN AVENUE
    PHILADELPHIA,PA19144     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 750
    DOCTORS WITHOUT BORDERS USA INC
    333 SEVENTH AVE 2D FLOOR
    NEW YORK,NY10001     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 750
    DOUGLAS COUNTY CHILDREN'S CENTER INC
    256 SE STEPHENS
    ROSEBURG,OR97470     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 1,500
    DOUGLAS COUNTY LIBRARY FOUNDATION
    1409 NE DIAMOND LAKE BLVD
    ROSEBURG,OR97470     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 4,000
    DOUGLAS COUNTY LOW COST VETERINARY SERVICES
    545 W UMPQUA ST SUITE 2
    ROSEBURG,OR97471     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 2,000
    DOUGLAS COUNTY MUSEUM FOUNDATION
    123 MUSEUM DRIVE
    ROSEBURG,OR97471     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 1,000
    ENVIRONMENTAL DEFENSE FUND
    257 PARK AVE S
    NEW YORK,NY10010     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 1,000
    EUGENE FAMILY YMCA
    2055 PATTERSON STREET
    EUGENE,OR97405     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 1,500
    FOOD FOR LANE COUNTY
    770 BAILEY HILL RD
    EUGENE,OR97402     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 2,000
    FRIENDS OF DOUGLAS COUNTY
    577 MODE RD
    UMPQUA,OR97486     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 1,500
    FRIENDS OF ISLAND FREE LIBRARY (BLOCK ISLAND FREE LIBRARY)
    PO BOX 1830
    BLOCK ISLAND,RI02807     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 1,500
    FRIENDS OF THE WISSAHICKON
    8708 GERMANTOWN AVE
    PHILADELPHIA,PA19118     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 1,000
    WINTERTHUR MUSEUM INC
    ROUTE 52
    WINTERTHUR,DE19735     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 1,000
    FRIENDS PEACE TEAMS (AGLI)
    1001 PARK AVE
    ST LOUIS,MO63104     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 2,000
    GARDEN CONSERVANCY INC
    PO BOX 219
    COLD SPRING,NY10516     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 750
    GREEN TREE COMMUNITY HEALTH FOUNDATION CHESTNUT HILL HEALTH CARE FOUNDATION
    6 EAST WILLOW GROVE AVENUE
    PHILADELPHIA,PA19118     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 1,000
    HEARING HEALTH FOUNDATION
    363 SEVENTH AVENUE 10TH FLOOR
    NEW YORK,NY10001     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 500
    HIV ALLIANCE
    1966 GARDEN AVE
    EUGENE,OR97403     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 2,000
    LEAGUE OF WOMEN VOTERS-EDUCATIONAL FUND
    436 7TH AVENUE SUITE 350
    PITTSBURGH,PA15219     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 750
    MANOMET
    PO BOX 1770
    MANOMET,MA02345     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 1,000
    MORRIS ARBORETUM OF THE UNIVERSITY OF PENNSYLVANIA
    3451 WALNUT STREET SUITE 305
    PHILADELPHIA,PA19104     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 1,500
    NATIONAL PARKS CONSERVATION ASSOC
    777 6TH STREET NW SUITE 700
    WASHINGTON,DC20001     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 1,000
    NATURAL RESOURCES DEFENSE COUNCIL (NRDC)
    40 WEST 20TH ST
    NEW YORK,NY10011     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 1,500
    NEW CANAAN HISTORICAL SOCIETY
    13 OENOKE RIDGE
    NEW CANAAN,CT06840     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 750
    OREGON WILD (OREGON NATURAL RESOUCES COUNCIL FUND)
    5825 N GREELEY AVENUE
    PORTLAND,OR97217     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 1,000
    PHILABUNDANCE
    3616 SOUTH GALLOWAY STREET
    PHILADELPHIA,PA19148     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 1,000
    PLEASANT HILL FOUNDATION
    PO BOX 636
    PLEASANT HILL,OR97455     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 1,000
    POPULATION CONNECTION
    2120 L STREET NW SUITE 500
    WASHINGTON,DC20037     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 750
    PRESERVATION ALLIANCE FOR GREATER PHILADELPHIA
    1616 WALNUT ST SUITE 1620
    PHILADELPHIA,PA19103     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 750
    RHODE ISLAND NATURAL HISTORY SURVEY (RINHS)
    PO BOX 1858
    KINSGTON,RI02881     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 5,000
    STUDENT CONSERVATION ASSOCIATION (SCA)
    4245 NORTH FAIRFAX DRIVE SUITE 825
    ARLINGTON,VA22203     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 1,000
    SUNRISE ENTERPRISES OF ROSEBURG INC
    4880 GRANGE RD PMB 51
    ROSEBURG,OR97471     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 2,000
    THE NATURE CONSERVANCY OF BLOCK ISLAND
    PO BOX 84
    BLOCK ISLAND,RI02807     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 3,500
    THE SCHUYLKILL CENTER FOR ENVIRONMENTAL EDUCATION
    8480 HAGYS MILL ROAD
    PHILADELPHIA,PA19128     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 1,000
    UMPQUA ACTORS COMMUNITY THEATRE INC (UACT)
    PO BOX 839
    ROSEBURG,OR97470     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 2,000
    UMPQUA VALLEY ARTS ASSOCIATION (UVAA)
    1624 W HARVARD AVENUE
    ROSEBURG,OR97471     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 1,500
    UNIVERSITY OF THE ARTS
    320 S BROAD STREET
    PHILADELPHIA,PA19102     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 1,000
    WAVENY CARE CENTER
    3 FARM RD
    NEW CANAAN,CT06840     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 2,000
    WHYY INC
    150 NORTH SIXTH STREET
    PHILADELPHIA,PA19106     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 2,000
    WOODMERE ART MUSEUM INC
    9201 GERMANTOWN AVE
    PHILADELPHIA,PA19118     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 750
    WORLD WILDLIFE FUND
    1250 TWENTY-FOURTH ST NW
    WASHINGTON,DC20037     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 2,000
    WILDLIFE CONSERVATION SOCIETY
    2300 SOUTHERN BOULEVARD
    BRONX,NY10460     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 2,000
    WILDLIFE CONSERVATION SOCIETY
    2300 SOUTHERN BOULEVARD
    BRONX,NY10460     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 2,000
    CHESTNUT HILL FRIENDS MEETINGHOUSE PROJECT
    100 E MERMAID LANE
    PHILADELPHIA,PA19118     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 2,000
    BARNES FOUNDATION
    300 NORTH LATCHS LANE
    MERION STATION,PA190661729     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 1,000
    GREENER PARTNERS
    3215 STUMP HILL ROAD
    COLLEGEVILLE,PA19426     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 1,000
    MCKENZIE RIVER TRUST
    1245 PEARL STREET
    EUGENE,OR97401     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 1,000
    ARDEN THEATRE COMPANY
    40 N2ND STREET
    PHILADELPHIA,PA19106     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 1,000
    CALDERA
    224 NW 13TH AVE STE 304
    PORTLAND,OR97209     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 1,000
    CASA DE BELEN
    PO BOX 1021
    ROSEBURG,OR97470     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 1,000
    CONNECTICUT RIVER WATERSHED COUNCIL INC
    15 BANK ROW
    GREENFIELD,MA01301     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 500
    RARE
    1310 N COURTHOUSE ROAD SUITE 110
    ARLINGTON,VA22201     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 1,000
    SOUTH DOUGLAS FOOD BANK
    PO BOX 470
    RIDDLE,OR97469     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 1,000
    PRO-BONE-O
    PO BOX 1823
    EUGENE,OR97440     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 750
    CLOVIS BOTANICAL GARDEN COMMITTEE INC
    1865 HERNDON AVE STE K
    CLOVIS,CA93611     		NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 1,000
    Total .................................bullet 3a 99,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 18,343  
    4 Dividends and interest from securities....     14 77,492  
    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 37,555  
    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).. 0 133,390 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13133,390
    (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
    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
    THE BLUESTONE FOUNDATION
     
    Employer identification number

    06-1527223
    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
    THE BLUESTONE FOUNDATION
          		Employer identification number

    06-1527223
    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
    LAPHAM CHARITABLE LEAD UNITRUST
     

       
    CUMMINGS LOCKWOOD PO BOX 271820
     
    WEST HARTFORD, CT06127

    		$24,937


    (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
    THE BLUESTONE FOUNDATION
          		Employer identification number

    06-1527223
    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
    THE BLUESTONE FOUNDATION
          		Employer identification number

    06-1527223
    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:  
    Software Version:  

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    THE BLUESTONE FOUNDATION
    EIN: 06-1527223
    Name of Bond End of Year Book Value End of Year Fair Market Value
    $100,000 CBS CORP DEBENTURE 7.875% 9/1/2023 107,054 117,969
    $50,000 GENERAL ELECTRIC CAP CORP 4.375% 9/16/20 49,235 54,189
    $50,000 GTE CA INC DEB 6.75% 5/15/27 50,614 52,675
    $40,000 GENERAL ELEC CAP CORP SRN NOTE 4.25% 8/15/2022 40,860 40,000
    $40,000 BANK OF AMERICA CORP 4.1% 7/24/2023 39,886 40,170

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    THE BLUESTONE FOUNDATION
    EIN: 06-1527223
    Name of Stock End of Year Book Value End of Year Fair Market Value
    2,000 SHS ALTRIA GROUP INC 48,850 76,780
    2,000 SHS AMERICAN FINANCIAL GROUP 50,998 50,700
    1,700 SHS ARES CAPITAL CORP 29,732 30,209
    300 SHS AT&T INC 8,388 10,548
    200 SHS AT&T INC 5,594 7,032
    1,000 SHS AT&T INC 24,958 35,160
    600 SHS BAXTER INTERNATIONAL INC 32,512 41,730
    600 SHS EMERSON ELECTRIC CO 35,002 42,108
    200 SHS EMERSON ELECTRIC CO 9,080 14,036
    600 SHS GENERAL ELECTRIC 23,617 16,818
    600 SHS GENERAL ELECTRIC 30,138 16,818
    1,000 SHS GENERAL ELECTRIC 36,158 28,030
    1,300 SHS HEALTH CARE REIT INC 59,378 69,641
    150 SHS IBM 17,873 28,136
    200 SHS IBM 21,883 37,514
    200 SHS JOHNSON & JOHNSON 9,340 18,318
    400 SHS JOHNSON & JOHNSON 20,179 36,636
    400 SHS MCDONALD'S CORP 22,103 38,812
    300 SHS MCDONALD'S CORP 22,435 29,109
    100 SHS NEXTERA ENERGY INC 4,735 8,562
    200 SHS NEXTERA ENERGY INC 9,461 17,124
    300 SHS NEXTERA ENERGY INC 14,195 25,686
    400 SHS NEXTERA ENERGY INC 22,881 34,248
    200 SHS NEXTERA ENERGY INC 11,169 17,124
    450 SHS PEPSICO INC 29,913 37,323
    150 SHS PEPSICO INC 9,537 12,441
    500 SHS SPECTRA ENERGY CORP 13,730 17,810
    624 SHS SPECTRA ENERGY CORP 11,794 22,227
    156 SHS SPECTRA ENERGY CORP 3,525 5,557
    1,400 SHS AMEX TECHNOLOGY SELECT SPDR 36,989 50,036
    1,209 SHS BLACKROCK ENHANCED CAPITAL & INCOME FD 23,158 16,527
    1,500 SHS BLACKROCK ENHANCED CAPITAL & INCOME FD 22,907 20,505
    500 SHS BLACKROCK ENHANCED CAPITAL & INCOME FD 7,642 6,835
    2,278.705 SHS BLACKROCK GLOBAL OPPORT FD 23,097 33,451
    2,000 SHS TEMPLETON EMRG MKT INC FD 28,587 27,300
    3,000 SHS TEMPLETON GLOBAL INCOME 28,776 23,850
    1,200 SHS WESTERN ASSET INVT GRADE DEFINED OPPORTUNITY TR 25,190 24,240
    350 SHS WESTERN ASSET INV GRADE DEFINED OPPORTUNITY TR 7,548 7,070
    100 SHS LEHMAN BROS CAP TR IV 6.375% 10/31/52 2,322 25
    900 SHS LEHMAN BROS CAP TR IV 6.375% 10/31/52 18,833 225
    350 SHS ABBOTT LABS 10,413 13,415
    1,900 SHS. ARES CAPITAL CORP SENIOR NOTES 5.875% DUE 10/1/2022 47,903 47,310
    430 SHS. DEERE CO 35,736 39,272
    700 SHS. DIGITAL RLTY TR INC 48,996 34,384
    250 SHS. EXXON MOBIL 21,806 25,300
    400 SHS. HOME PROPERTIES INC. 25,728 21,448
    300 SHS. KIMBERLY CLARK 25,243 31,338
    250 SHS. PHILLIPS 66 7,406 19,283
    250 SHS. PHILLIPS 66 7,237 19,283
    2,000 SHS. QWEST CORPORATION 50,953 43,880
    300 SHS. ROCKWELL AUTOMATION INC 23,932 35,448
    1,000 SHS. SECTOR SPDR UTILITIES 37,542 52,260
    400 SHS. STRYKER CORP 22,167 30,056
    1,500 SHS. TEMPLETON EMERG MKT 25,223 20,475
    1,150 SHS. WESTERN ASSET INV GRADE 25,187 23,230
    2,200 SHS. WACHOVIA PFD FUNDING PERPETUAL SERIES A 7.25% PFD 62,196 54,978
    350 SHS. ABBVIE INC 11,292 18,483
    200 SHS. APPLE INC. 97,885 112,204
    350 SHS. AUTOMATIC DATA PROC 26,370 28,280
    750 SHS. EXXON MOBIL 32,423 75,900
    1,300 SHS. FORD MOTOR CO 17,481 20,059
    1,657 SHS. HARTFORD FINL SVCS GROUP 47,607 60,033
    50 SHS. IBM 5,956 9,378
    200 SHS. KIMBERLY CLARK 18,206 20,892
    928 SHS. PFIZER INC. 20,970 28,425
    870 SHS. PPL CORPORATION 28,563 26,178
    1,400 SHS. PUB SVC ENTERPRISE GRP 42,770 44,856
    71 SHS. ZOETIS INC. 1,621 2,321

    TY 2013 LegalFeesSchedule
    Name:
    THE BLUESTONE FOUNDATION
    EIN: 06-1527223
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CUMMINGS & LOCKWOOD LLC, LEGAL FEES 7,524 7,524   0


    TY 2013 OtherExpensesSchedule
    Name:
    THE BLUESTONE FOUNDATION
    EIN: 06-1527223
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MERRILL LYNCH CMA FEE 155 155   0


    TY 2013 SubstantialContributorsSch
    Name:
    THE BLUESTONE FOUNDATION
    EIN: 06-1527223
    Name Address
    LAPHAM CHARITABLE LEAD UNITRUST
          		CUMMINGS LOCKWOOD PO BOX 271820
    WEST HARTFORD,CT061271820


    TY 2013 TaxesSchedule
    Name:
    THE BLUESTONE FOUNDATION
    EIN: 06-1527223
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    US TREASURY, ESTIMATED TAX FOR 2013 FORM 990PF 1,840 0   0
    FOREIGN TAX WITHHELD 18 0   0