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 04-01-2013 , and ending 03-31-2014
Name of foundation
PARKER POE CHARITABLE TRUST
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1116   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
THOMASVILLE, GA31799
A Employer identification number

59-6968647
B Telephone number (see instructions)

(229) 226-0075
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$10,566,999
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments 10,229 10,229  
4 Dividends and interest from securities...... 222,991 222,991  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,093,304
b Gross sales price for all assets on line 6a 3,759,065
7 Capital gain net income (from Part IV, line 2)... 1,093,304
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........ 1,326,524 1,326,524  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 64,836 64,836   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 7,101 6,036   1,065
c Other professional fees (attach schedule).... 105,479 105,479   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions) 5,250 5,250   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 7,826 6,652   1,174
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 190,492 188,253   2,239
25 Contributions, gifts, grants paid........ 465,500 465,500
26 Total expenses and disbursements. Add lines 24 and 25 655,992 188,253   467,739
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 670,532
b Net investment income (if negative, enter -0-) 1,138,271
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............... 4,365 60,079 60,079
2 Savings and temporary cash investments.......... 2,205,917 3,286,638 3,286,638
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)........ 5,022,932 Click to see attachment4,557,029 7,220,282
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) 7,233,214 7,903,746 10,566,999
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.................... -5,675,659 -5,005,127
25 Temporarily restricted................    
26 Permanently restricted................ 12,908,873 12,908,873
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 7,233,214 7,903,746
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 7,233,214 7,903,746
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 7,233,214
2 Enter amount from Part I, line 27a..................... 2 670,532
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 7,903,746
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 7,903,746
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 1500 SHRS AETNA INC.   2012-09-27 2013-04-24
b 1500 SHRS ALLIANT TECHSYSTEMS INCORPORATED   2013-02-14 2013-07-26
c 2500 SHRS BRISTOL MYERS SQUIBB COMPANY   2012-10-03 2014-01-17
d 4000 SHRS CAMPBELL SOUP COMPANY   2012-03-20 2013-08-13
e 2000 SHRS CONOCOPHILLIPS   2009-08-28 2014-03-06
1000 SHRS EXXON MOBIL CORPORATION   1991-03-26 2014-02-10
2000 SHRS EXXON MOBIL CORPORATION   1991-03-26 2014-03-06
2000 SHRS GENERAL ELECTRIC COMPANY   2013-01-17 2014-01-17
1500 SHRS JOHNSON & JOHNSON   2012-05-22 2014-02-04
4000 SHRS PFIZER INCORPORATED   2010-02-11 2014-02-04
1500 SHRS SEARS HLDGS CORPORATION   2013-02-20 2013-08-20
1920 SHRS THOMASVILLE BANCSHARES   1995-10-25 2013-08-20
1918 SHRS THOMASVILLE BANCSHARES   1995-10-25 2013-08-22
3500 SHRS THOMASVILLE BANCSHARES   1995-10-25 2014-01-17
4000 SHRS VERIZON COMMUNICATIONS INCORPORATED   2010-02-26 2014-01-17
2000 SHRS YAHOO INCORPORATED   2012-02-07 2013-11-21
2000 SHRS YAHOO INCORPORATED   2012-02-07 2014-01-17
4000 SHRS ENCANA CORP.   2013-08-19 2014-02-04
3000 SHRS ISHARES TR FTSE CHINA   2013-06-13 2014-02-14
1000 SHRS ROCKWOOD HOLDINGS INC.   2013-11-27 2014-02-07
1520 SHRS AMEREN CORPORATION   2009-12-28 2014-01-10
4350 SHRS BANCO BILBAO VIZCAYA ARGENTARI SPONSORED A   2012-12-21 2013-07-12
1380 SHRS BCE INCORPORATED COM NEW (CANADA)   2010-10-19 2014-01-10
385 SHRS BERKSHIRE HATHAWAY INCORPORATED DEL CLASS   2013-03-13 2013-10-29
170 SHRS BLACKROCK INCORPORATED   2013-01-31 2013-07-12
3725 SHRS CAPSTEAD MTG CORPORATION COM NO PAR REIT   2012-06-11 2013-04-15
450 SHRS CATERPILLAR INCORPORATED DEL   2012-12-21 2013-07-12
1500 SHRS CINCINNATI FINL CORPORATION   2010-12-14 2013-09-20
1955 SHRS CONAGRA FOODS INCORPORATED   2012-01-25 2013-05-24
885 SHRS COVIDIEN PLC SHS (IRELAND REPUBLIC OF)   2012-09-25 2013-05-22
465 SHRS DEERE & COMPANY   2012-10-19 2013-07-12
620 SHRS DISCOVER FINL SVCS   2012-03-29 2013-04-12
2150 SHRS EBAY INCORPORATED   2012-09-24 2013-04-12
760 SHRS HSBC HLDGS PLC SPON ADR NEW (UNITED KINGDO   2012-12-21 2013-10-29
540 SHRS HESS CORPORATION   2013-03-18 2013-12-02
350 SHRS INTERNATIONAL BUSINESS MACHINES   2013-03-18 2013-11-19
1600 SHRS ISHARES INCORPORATED MSCI PAC J IDX   2013-02-20 2013-05-22
650 SHRS ISHARES TR DJ SEL DIV INX   2013-03-13 2013-08-06
810 SHRS MAGNA INTERNATIONAL   2012-12-21 2013-10-30
3400 SHRS MASCO CORPORATION   2012-09-25 2013-08-02
2535 SHRS NEW YORK CMNTY BANCORP INCORPORATED   2010-12-23 2013-05-10
1725 SHRS PFIZER INCORPORATED   2012-06-22 2013-05-24
1900 SHRS ROVI CORPORATION   2013-03-19 2013-07-12
1100 SHRS ROYAL DUTCH SHELL PLC SPON ADR B (UNITED K   2009-10-06 2013-09-06
1075 SHRS SEADRILL LIMITED SHS (BERMUDA)   2012-12-21 2013-09-11
275 SHRS SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUS   2013-03-13 2013-05-22
560 SHRS TIME WARNER CABLE INCORPORATED   2012-09-25 2013-04-12
880 SHRS TRAVELERS COMPANIES INCORPORATED   2010-10-19 2013-08-06
600 SHRS MAGNA INTERNATIONAL   2013-06-14 2013-10-30
650 SHRS RYDEX ETF TRUST   2013-06-25 2013-07-25
(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 82,636   59,405 23,231
b 137,807   97,580 40,227
c 139,349   83,990 55,359
d 188,862   131,945 56,917
e 132,452   70,892 61,560
90,492   14,875 75,617
190,704   46,029 144,675
53,806   42,456 11,350
134,141   95,394 38,747
122,608   71,869 50,739
62,003   73,298 -11,295
51,803   4,800 47,003
52,229   4,795 47,434
102,132   8,750 93,382
187,369   108,389 78,980
71,174   31,568 39,606
81,483   31,568 49,915
72,044   70,173 1,871
105,563   105,516 47
67,819   67,026 793
54,857   43,395 11,462
35,820   40,315 -4,495
58,406   46,132 12,274
44,874   39,805 5,069
43,580   40,549 3,031
48,394   53,111 -4,717
38,014   39,410 -1,396
69,954   48,245 21,709
69,915   53,051 16,864
58,143   52,888 5,255
38,031   39,764 -1,733
26,947   20,451 6,496
120,015   106,481 13,534
41,955   40,027 1,928
44,631   39,035 5,596
63,989   74,896 -10,907
79,684   80,087 -403
44,328   40,556 3,772
68,330   40,016 28,314
70,414   53,084 17,330
33,856   48,084 -14,228
49,368   39,343 10,025
43,365   40,064 3,301
73,928   65,430 8,498
49,288   39,943 9,345
42,035   39,757 2,278
53,583   53,092 491
74,063   47,727 26,336
50,615   40,798 9,817
42,207   39,907 2,300
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       23,231
b       40,227
c       55,359
d       56,917
e       61,560
      75,617
      144,675
      11,350
      38,747
      50,739
      -11,295
      47,003
      47,434
      93,382
      78,980
      39,606
      49,915
      1,871
      47
      793
      11,462
      -4,495
      12,274
      5,069
      3,031
      -4,717
      -1,396
      21,709
      16,864
      5,255
      -1,733
      6,496
      13,534
      1,928
      5,596
      -10,907
      -403
      3,772
      28,314
      17,330
      -14,228
      10,025
      3,301
      8,498
      9,345
      2,278
      491
      26,336
      9,817
      2,300
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 1,093,304
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 535,991 7,207,857 0.074362
2011 375,584 8,867,187 0.042357
2010 403,826 8,627,952 0.046804
2009 556,947 8,136,761 0.068448
2008 750,456 9,316,868 0.080548
2 Total of line 1, column (d) ...................... 2 0.312519
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 0.062504
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 8,318,783
5 Multiply line 4 by line 3....................... 5 519,957
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 11,383
7 Add lines 5 and 6......................... 7 531,340
8 Enter qualifying distributions from Part XII, line 4.............. 8 467,739
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 22,765
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 22,765
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 22,765
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 4,427
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 18,338
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 22,765
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 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)
    bulletGA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletM H ALLEN Telephone no.bullet (229) 225-1500
    Located atbullet135 S MADISON STTHOMASVILLEGA ZIP+4bullet31792
    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
    M H ALLEN TRUSTEE
    10.00
    0 0 0
    PO BOX 1116
    THOMASVILLE,GA31799
    NANCY STAHL TRUSTEE
    2.00
    0 0 0
    PO BOX 1031
    MILLBROOK,NY12545
    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
    ALLEN MOONEY & BARNES INVESTMENT ADVISORS INVESTMENT 109,330
    135 SOUTH MADISON STREET
    THOMASVILLE,GA31792
    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 THE FOUNDATION CREATED BY THE WILL OF PARKER POE PROVIDES GRANTS AND CONTRIBUTIONS TO QUALIFIED PUBLIC CHARITIES FOR EDUCATION, ARTS,AND OTHER CHARITABLE PURSUITS 465,500
    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
    415,939
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    22,765
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    22,765
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    393,174
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    393,174
    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
    393,174
    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 7 393,174
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 287,263
    b From 2009....... 152,938
    c From 2010.......  
    d From 2011.......  
    e From 2012....... 183,744
    fTotal of lines 3a through e......... 623,945
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 467,739
    a Applied to 2012, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions)......
    0
    c Treated as distributions out of corpus (Election
    required—see instructions).........
    0
    d Applied to 2013 distributable amount..... 393,174
    e Remaining amount distributed out of corpus 74,565
    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 5 698,510
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............
    0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...
    287,263
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......
    411,247
    10 Analysis of line 9:
    a Excess from 2009.... 152,938
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012.... 183,744
    e Excess from 2013.... 74,565
    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
    ABRAHAM BALDWIN AGRICULTURAL COLLEGE
    2802 MOORE HWY
    TIFTON,GA31793
        EDUCATIONAL 5,000
    COASTAL SYMPHONY OF GEORGIA
    PO BOX 21733
    ST SIMONS ISLAND,GA31522
        GENERAL 6,000
    DUTCHESS LAND CONSERVANCY INC
    PO BOX 138
    MILLBROOK,NY12545
        GENERAL 10,000
    HANDS & HEARTS FOR HORSES
    3824 LOWER CAIRO RD
    THOMASVILLE,GA31792
        GENERAL 2,500
    HAYSTACK MOUNTAIN SCHOOL OF CRAFT
    89 HAYTACK SHCOOL DRIVE 89 FR 577A
    DEER ISLE,ME04627
        EDUCATIONAL 7,000
    METROPOLITAN MUSEUM OF ART
    1000 5TH AVE
    NEW YORK,NY10028
        GENERAL 20,000
    MILLBROOK SCHOOL
    131 MILLBROOK SCHOOL RD
    MILLBROOK,NY12545
        EDUCATIONAL 50,000
    PEBBLE HILL FOUNDATION INC
    1251 US 319
    THOMASVILLE,GA31792
        GENERAL 10,000
    RED HILLS HORSE TRIALS INC
    PO BOX 14869
    TALLAHASSEE,FL32317
        GENERAL 10,000
    SOUTH GEORGIA BALLET
    PO BOX 1192
    THOMASVILLE,GA31799
        GENERAL 5,000
    ST TIMOTHY'S SCHOOL
    4523 SIX FORKS ROAD
    RALEIGH,NC27609
        GENERAL 20,000
    TALL TIMBERS RESEARCH
    13093 HENRY BEADEL DR
    TALLAHASSEE,FL32312
        GENERAL 10,000
    THOMAS COUNTY YOUTH CAMP INC
    PO BOX 952
    THOMASVILLE,GA31799
        GENERAL 10,000
    THOMAS UNIVERSITY
    1501 MILLPOND RD
    THOMASVILLE,GA31792
        GENERAL 125,000
    THOMASVILLE ANTIQUES SHOW FOUNDATION INC
    PO BOX 1633
    THOMASVILLE,GA31792
        GENERAL 2,500
    THOMASVILLE CULTURAL CENTER
    600 E WASHINGTON ST
    THOMASVILLE,GA31792
        GENERAL 115,000
    THOMASVILLE ENTERTAINMENT FOUNDATION
    600 E WASHINGTON ST
    THOMASVILLE,GA31792
        GENERAL 30,000
    THOMASVILLE LANDMARKS INC
    312 N BROAD ST
    THOMASVILLE,GA31792
        GENERAL 7,500
    THOMASVILLE-THOMAS COUNTY HUMANE SOCIETY
    180 BIG STAR DRIVE
    THOMASVILLE,GA31757
        GENERAL 10,000
    UNITED WAY OF THOMAS COUNTY
    PO BOX 1824
    THOMASVILLE,GA31799
        GENERAL 5,000
    YMCA OF THOMASVILLE
    PO BOX 1037
    THOMASVILLE,GA31799
        GENERAL 5,000
    Total .................................bullet 3a 465,500
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............
        14 10,229  
    4 Dividends and interest from securities....     14 222,991  
    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 1,093,304  
    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 1,326,524 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,326,524
    (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.)
    10 SALE OF INVESTMENTS USED IN FUNDING PUBLIC CHARITABLE CONTRIBUTIONS
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 AccountingFeesSchedule
    Name:
    PARKER POE CHARITABLE TRUST
    EIN: 59-6968647
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 7,101 6,036   1,065

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    PARKER POE CHARITABLE TRUST
    EIN: 59-6968647
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3050 SHRS ALTRIA GROUP INCORPORATED 70,604 114,162
    1520 SHRS AMEREN CORPORATION 0 0
    2000 SHRS B/E AEROSPACE INCORPORATED 73,301 173,580
    1380 SHRS BCE INCORPORATED COM NEW (CANADA) 0 0
    4000 SHRS CAMPBELL SOUP COMPANY 0 0
    2000 SHRS CAMPBELL SOUP COMPANY 83,236 89,760
    850 SHRS CHEVRON CORPORATION NEW 69,948 101,073
    1500 SHRS CINCINNATI FINL CORPORATION 0 0
    640 SHRS CITIGROUP INCORPORATED COM NEW 32,419 30,463
    2000 SHRS CLOROX COMPANY DEL 149,270 176,020
    2500 SHRS CONAGRA FOODS INCORPORATED 57,970 77,574
    1955 SHRS CONAGRA FOODS INCORPORATED 0 0
    2000 SHRS CONOCOPHILLIPS 0 0
    1500 SHRS DEVON ENERGY CORPORATION NEW 94,668 100,395
    1250 SHRS DISCOVER FINL SVCS 48,423 72,738
    1100 SHRS DOMINION RES INCORPORATED VA NEW 42,711 78,089
    3000 SHRS EXXON MOBIL CORPORATION 0 0
    1050 SHRS HONEYWELL INTERNATIONAL INCORPORATED 42,129 97,397
    2500 SHRS KELLOGG COMPANY 125,767 156,775
    2535 SHRS NEW YORK CMNTY BANCORP INCORPORATED 0 0
    1725 SHRS PFIZER INCORPORATED 39,343 55,406
    20000 SHRS PRIME MERIDIAN HOLDING COMPANY 200,000 218,400
    1100 SHRS ROYAL DUTCH SHELL PLC SPON ADR B (UNITED K 0 0
    980 SHRS STARWOOD HOTELS & RESORTS WRLDWD 53,119 78,008
    68002 SHRS THOMASVILLE BANCSHARES 418,077 2,244,066
    880 SHRS TRAVELERS COMPANIES INCORPORATED 0 0
    4000 SHRS VERIZON COMMUNICATIONS INCORPORATED 0 0
    4000 SHRS YAHOO INCORPORATED 0 0
    1500 SHRS JOHNSON & JOHNSON 0 0
    2000 SHRS SYSCO CORPORATION 55,233 72,260
    2000 SHRS WASTE MGMT INCORPORATED DEL 64,936 84,140
    3725 SHRS CAPSTEAD MTG CORPORATION COM NO PAR REIT 0 0
    3450 SHRS PFIZER INCORPORATED 0 0
    2275 SHRS SOUTHERN COMPANY 106,278 99,964
    2000 SHRS MICROSOFT CORPORATION 58,136 81,980
    140 SHRS APPLE INCORPORATED 93,017 75,144
    2500 SHRS CONAGRA FOODS INCORPORATED 62,783 77,575
    345 SHRS BIOGEN IDEC INCORPORATED 53,205 105,525
    2150 SHRS EBAY INCORPORATED 0 0
    885 SHRS COVIDIEN PLC SHRS (IRELAND) 0 0
    3400 SHRS MASCO CORPORATION 0 0
    1950 SHRS SEATTLE GENETICS INCORPORATED 53,189 88,842
    560 SHRS TIME WARNER CABLE INCORPORATED 0 0
    1175 SHRS TIME WARNER INCORPORATED COM NEW 53,186 76,763
    660 SHRS TIME WARNER CABLE INCORPORATED 39,199 43,118
    1500 SHRS AETNA INCORPORATED NEW 0 0
    650 SHRS AETNA INCORPORATED NEW 40,114 48,731
    2500 SHRS BRISTOL MYERS SQUIBB COMPANY 0 0
    2200 SHRS AMERICAN INTERNATIONAL GROUP 78,947 110,022
    465 SHRS DEERE & COMPANY 0 0
    1000 SHRS NEWMONT MINING CORPORATION 44,040 23,440
    1000 SHRS NEWMONT MINING CORPORATION 25,723 23,440
    1000 SHRS NEWMONT MINING CORPORATION 27,153 23,440
    6360 SHRS AEGON N V ORD AMER REG (NETHERLANDS) 40,297 58,512
    135 SHRS AEGON N V ORD AMER REG (NETHERLANDS) 917 1,242
    4540 SHRS AEGON N V ORD AMER REG (NETHERLANDS) 40,026 41,768
    4350 SHRS BANCO BILBAO VIZCAYA ARGENTARI SPONSORED A 0 0
    450 SHRS CATERPILLAR INCORPORATED DEL 0 0
    1075 SHRS COMCAST CORPORATION NEW CLASS A 40,166 53,793
    760 SHRS HSBC HLDGS PLC SPON ADR NEW (UNITED KINGDO 0 0
    810 SHRS MAGNA INTERNATIONAL 0 0
    700 SHRS NATIONAL GRID PLC SPON ADR NEW (UNITED KIN 39,907 48,118
    1075 SHRS SEADRILL LIMITED SHRS (BERMUDA) 0 0
    2000 SHRS GENERAL ELECTRIC COMPANY 0 0
    800 SHRS 3M COMPANY 80,634 108,528
    170 SHRS BLACKROCK INCORPORATED 0 0
    1500 SHRS ALLIANT TECHSYSTEMS INCORPORATED 0 0
    4000 SHRS XYLEM INCORPORATED 113,920 145,680
    1600 SHRS ISHARES INCORPORATED MSCI PAC J IDX 0 0
    1500 SHRS SEARS HLDGS CORPORATION 0 0
    385 SHRS BERKSHIRE HATHAWAY INCORPORATED DEL CLASS 0 0
    650 SHRS ISHARES TR DJ SEL DIV INX 0 0
    275 SHRS SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUS 0 0
    540 SHRS AMERIPRISE FINL INCORPORATED 40,168 59,438
    400 SHRS AMERIPRISE FINL INCORPORATED 40,408 44,028
    540 SHRS HESS CORPORATION 0 0
    350 SHRS INTERNATIONAL BUSINESS MACHINES 0 0
    1225 SHRS LINCOLN NATL CORPORATION IND 40,560 62,071
    1450 SHRS UNUM GROUP 40,131 51,200
    1900 SHRS ROVI CORPORATION 0 0
    925 SHRS CHART INDUSTRIES INC. 75,062 73,491
    2175 SHRS NCR CORP. 75,180 79,496
    4000 SHRS OLIN CORP. 91,545 110,440
    950 SHRS PROCTER & GAMBLE 76,590 76,570
    1000 SHRS ROCKWOOD HOLDINGS 74,486 74,400
    2200 SHRS ROWAN COMPANIES PLC 70,078 74,096
    2300 SHRS ROWAN COMPANIES PLC 74,596 77,464
    2000 SHRS SOUTHERN COMPANY 83,216 87,880
    1040 SHRS AMERICAN EXPRESS 80,445 93,631
    850 SHRS BP PLC 39,841 40,885
    950 SHRS CARRIZO OIL & GAS 40,611 50,787
    700 SHRS CBS CORP. 41,397 43,260
    715 SHRS DELPHI AUTOMOTIVE PLC 39,985 48,520
    660 SHRS DISNEY WALT COMPANY 39,924 52,846
    550 SHRS DISNEY WALT COMPANY 41,005 44,039
    625 SHRS FIRST TRUST DOW JONES INTERNET 39,603 36,900
    1180 SHRS GOGO INC. 40,565 24,237
    1900 SHRS INTERNATIONAL GAME TECHNOLOGY 39,685 26,714
    675 SHRS METHANEX CORP. 39,803 43,160
    3275 SHRS PHOENIX NEW MEDIA LIMITED 39,923 33,962
    1025 SHRS POWERSHARES ETF DYNAMIC BUYBACK 39,406 44,608
    1025 SHRS POWERSHARES ETF DYNAMIC BUYBACK 41,927 44,608
    475 SHRS POWERSHARES QQQ TRUST UNTI SERIES 1 40,596 41,643
    155 SHRS PRECISION CASTPARTS CORP. 39,814 39,178
    500 SHRS ROSS STORES INC. 38,647 35,785
    660 SHRS TJX COMPANIES INC. 39,864 40,029
    725 SHRS VANGUARD EUROPEAN ETF 39,763 42,739
    700 SHRS VANGUARD EUROPEAN ETF 39,968 41,265
    725 SHRS VANGUARD EUROPEAN ETF 40,795 42,739
    600 SHRS WABTEC CORP. 39,582 46,500
    755 SHRS WISDOMTREE JAPAN HEDGED EQUITY 39,869 35,742

    TY 2013 OtherExpensesSchedule
    Name:
    PARKER POE CHARITABLE TRUST
    EIN: 59-6968647
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES 102 87   15
    OFFICE EXPENSE 7,724 6,565   1,159


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    PARKER POE CHARITABLE TRUST
    EIN: 59-6968647
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 105,479 105,479   0
      0 0   0


    TY 2013 TaxesSchedule
    Name:
    PARKER POE CHARITABLE TRUST
    EIN: 59-6968647
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX EXPENSE 1,190 1,190   0
    FEDERAL EXCISE TAX 4,060 4,060   0