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
CHARLOTTE W NEWCOMBE FOUNDATION
 
% TOM WILFRID
Number and street (or P.O. box number if mail is not delivered to street address)35 PARK PLSuiteRoom/suite
City or town, state or province, country, and ZIP or foreign postal code
PRINCETON, NJ085426918
A Employer identification number

23-2120614
B Telephone number (see instructions)

(609) 924-7022
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$53,319,894J 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) 0
2 Check bullet
3 Interest on savings and temporary cash investments 50 50  
4 Dividends and interest from securities...... 535,903 844,506  
5a Gross rents.............. 25,875 25,875  
b Net rental income or (loss) 10,550
6a Net gain or (loss) from sale of assets not on line 10 3,323,154
b Gross sales price for all assets on line 6a 11,958,198
7 Capital gain net income (from Part IV, line 2)... 2,162,942
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)....... Click to see attachment 437,645 294,793  
12 Total. Add lines 1 through 11........ 4,322,627 3,328,166  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 176,316 59,895   116,421
14 Other employee salaries and wages...... 78,583 9,812   68,771
15 Pension plans, employee benefits....... 16,497 3,851   12,619
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 21,000 21,000    
c Other professional fees (attach schedule).... Click to see attachment 245,331 154,791    
17 Interest...............   69,400    
18 Taxes (attach schedule) (see instructions) 28,418      
19 Depreciation (attach schedule) and depletion... Click to see attachment 22,213 152,279  
20 Occupancy.............. 31,505 15,325   16,181
21 Travel, conferences, and meetings....... 9,130     9,130
22 Printing and publications.......... 1,499     1,499
23 Other expenses (attach schedule)....... Click to see attachment 9,501     9,501
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 639,993 486,353   234,122
25 Contributions, gifts, grants paid........ 2,768,706 2,287,059
26 Total expenses and disbursements. Add lines 24 and 25 3,408,699 486,353   2,521,181
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 913,928
b Net investment income (if negative, enter -0-) 2,841,813
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............... 134,217 64,061 64,061
2 Savings and temporary cash investments.......... 30,904 259,022 259,022
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)........      
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)........... 44,289,096 Click to see attachment44,553,436 47,687,991
14 Land, buildings, and equipment: basis bullet777,961
Less: accumulated depreciation (attach schedule) bullet417,718 368,055 Click to see attachment360,243 800,000
15 Other assets (describe bullet) Click to see attachment541,114 Click to see attachment4,508,820 Click to see attachment4,508,820
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 45,363,386 49,745,582 53,319,894
Liabilities 17 Accounts payable and accrued expenses.......... 23,329 27,941
18 Grants payable................... 1,553,564 2,035,211
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).......... 1,576,893 2,063,152
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 43,786,493 47,682,430
25 Temporarily restricted................    
26 Permanently restricted................    
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).................... 43,786,493 47,682,430
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 45,363,386 49,745,582
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 43,786,493
2 Enter amount from Part I, line 27a..................... 2 913,928
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 2,982,009
4 Add lines 1, 2, and 3.......................... 4 47,682,430
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 47,682,430
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 GENEVA SHORT TERM   2013-04-01 2013-12-31
b GENEVA LONG TERM   2006-01-01 2013-12-31
c 127350.08 VANGUARD ST TREAS     2013-09-26
d 1679.966 VANGUARD 500 INDEX     2013-04-23
e 505.191 VANGUARD 500 INDEX     2013-08-21
13747.594 DODGE & COX INTL     2013-03-21
2912.244 DODGE & COX INTL     2013-05-29
1640.082 DODGE & COX INTL     2013-08-21
162073.42 SYSTMATIC MID CAP VL     2013-07-30
20911.752 WM BLAIR INTL GROWTH     2013-03-21
19493.771 WM BLAIR INTL GROWTH     2013-09-26
109572.519 WM BLAIN INTL GROWT     2013-12-06
5751.391 VANGUARD INFL PROT     2013-06-12
770.119 VANGUARD INFL PROT     2013-06-24
71431.706 VANGUARD INFL PROT     2013-12-27
6091.618 VANGUARD MID CAP VAL   2013-07-31 2013-12-27
(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 74,784   72,959 1,825
b 598,855   375,148 223,707
c 1,362,646   1,373,726 -11,080
d 200,000   148,612 51,388
e 63,750   44,773 18,977
500,000   589,190 -89,190
112,500   124,812 -12,312
63,750   70,290 -6,540
2,259,303   1,801,052 458,251
500,000   425,410 74,590
500,000   396,552 103,448
2,904,768   2,237,796 666,972
155,000   140,597 14,403
20,000   18,826 1,174
1,820,794   1,747,321 73,473
250,000   228,192 21,808
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       1,825
b       223,707
c       -11,080
d       51,388
e       18,977
      -89,190
      -12,312
      -6,540
      458,251
      74,590
      103,448
      666,972
      14,403
      1,174
      73,473
      21,808
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 2,162,942
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 2,344,656 45,462,581 0.051573
2011 2,362,917 46,315,420 0.051018
2010 2,266,237 43,991,026 0.051516
2009 2,014,772 39,301,486 0.051265
2008 2,418,286 47,035,044 0.051415
2 Total of line 1, column (d) ...................... 2 0.256787
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 0.051357
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 48,407,311
5 Multiply line 4 by line 3....................... 5 2,486,054
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 28,418
7 Add lines 5 and 6......................... 7 2,514,472
8 Enter qualifying distributions from Part XII, line 4.............. 8 2,521,181
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 28,418
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 28,418
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 28,418
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 25,000
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 25,000
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 3,418
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNJ, PA
    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 addressbullethttp://www.newcombefoundation.org
    14
    The books are in care ofbulletTOM WILFRID Telephone no.bullet (609) 924-7022
    Located atbullet35 PARK PLPRINCETONNJ ZIP+4bullet08542
    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
     
    No
    .........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
    JANET A FEARON TRUSTEE
    2.0     		7,000    
    35 PARK PL
    PRINCETON,NJ085426918
    ROBERT M ADAMS TRUSTEE
    2.0     		7,000    
    35 PARK PL
    PRINCETON,NJ085426918
    J BARTON LEUDEKE TRUSTEE
    2.0     		7,000    
    35 PARK PL
    PRINCETON,NJ085426918
    ELIZABETH T FRANK TRUSTEE
    2.0     		7,000    
    35 PARK PL
    PRINCETON,NJ085426918
    LOUISE JOHNSON TRUSTEE
    2.0     		7,000    
    35 PARK PL
    PRINCETON,NJ085426918
    THOMAS WILFRID EXECUTIVE DIRECTOR
    40.0     		141,316    
    35 PARK PL
    PRINCETON,NJ085426918
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    PRIME BUCHHOLZ & ASSOCIATES INC INVESTMENT CONSULT 65,187
    25 CHESTNUT ST
    PORTSMOUTH,NH03801
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 SCHOLARSHIPS AND FELLOWSHIPS GIVEN TO EDUCATIONAL INSTITUTIONS 2,521,181
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    2,420,366
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    28,418
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    28,418
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,391,948
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    2,391,948
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    2,391,948
    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 2,391,948
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:2011, 2010, 2009 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 89,414
    b From 2009....... 57,781
    c From 2010....... 74,280
    d From 2011....... 95,364
    e From 2012....... 105,267
    fTotal of lines 3a through e......... 422,106
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 2,521,181
    a Applied to 2012, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2013 distributable amount..... 2,391,948
    e Remaining amount distributed out of corpus 129,233
    5 Excess distributions carryover applied to 2013.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 551,339
    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......     		 
    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) .............     		 
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		89,414
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		461,925
    10 Analysis of line 9:
    a Excess from 2009.... 57,781
    b Excess from 2010.... 74,280
    c Excess from 2011.... 95,364
    d Excess from 2012.... 105,267
    e Excess from 2013.... 129,233
    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 or e-mail address of the person to whom applications should be addressed:
    THOMAS N WILFRID
    35 PARK PL
    PRINCETON,NJ08542
    (609) 924-7022
    bThe form in which applications should be submitted and information and materials they should include:
    COLLEGES & UNIVERSITIES INTERESTED IN NEWCOMBE SCHOLARSHIPS MAY WRITE OR PHONE THE FOUNDATION'S OFFICE; APPLICATION PROCEDURES WILL BE EXPLAINED. APPLICATION FOR NEWCOMBE SCHOLARSHIPS FOR MATURE SECOND-CAREER WOMEN STUDENTS OR FOR NEWCOMBE SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES REQUIRES COMPLETION OF INFORMATION FORMS AND SUBMISSION OF A REQUEST FOR FUNDING THAT EXPLAINS SERVICES PROVIDED TO SUCH STUDENTS, ADMINISTRATION ARRANGEMENTS FOR THE PROPOSED SCHOLARSHIP GRANT, AND ANY MATCHING FUNDING THE COLLEGE OR UNIVERSITY WOULD PROVIDE TO AUGMENT THE NEWCOMBE FUNDING OR TO BUILD AN ENDOWED SCHOLARSHIP FUND TO BENEFIT THESE STUDENTS. NOTE GEOGRAPHICAL RESTRICTIONS IN PART XV, LINE 2(D) PARAGRAPH (1) BELOW. IN EVERY CASE, A COPY OF THE INSTITUTION'S LETTER OF EXEMPT STATUS UNDER IRS CODE MUST ACCOMPANY THE APPLICATION AND THE INSTITUTION'S EMPLOYER IDENTIFICATION NUMBER (EIN) MUST BE FURNISHED. APPLICATION FOR NEWCOMBE DOCTORAL DISSERTATION FELLOWSHIPS IN ETHICS AND RELIGION MUST BE MA
    cAny submission deadlines:
    APPLICATION MATERIAL FOR SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES AND FOR MATURE WOMEN STUDENTS I
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    ALL GRANTS OF THE NEWCOMBE FOUNDATION ARE FOR SCHOLARSHIPS OR DOCTORAL FELLOWSHIPS IN THE PROGRAMS LISTED ABOVE. GRANTS ARE ONLY MADE TO COLLEGES, UNIVERSITIES, OR FOUNDATIONS. NO GRANTS ARE MADE TO INDIVIDUALS. NO MONEY IS AVAILABLE FOR PROGRAM DEVELOPMENT, STAFFING OR GENERAL SUPPORT. NO FUNDS ARE AWARDED FOR POST-DOCTORAL WORK. NEWCOMBE FOUNDATION GRANTS ARE MADE IN THREE PROGRAMS WITH THE FOLLOWING RESTRICTIONS: (1) NEWCOMBE DOCTORAL DISSERTATION FELLOWSHIPS: UP TO 30 NEWCOMBE FELLOWS ARE SELECTED ANNUALLY IN A NATIONAL COMPETITION. DOCTORAL DEGREE CANDIDATES IN THE HUMANITIES AND SOCIAL SCIENCES WHOSE WORK FOCUSES ON ETHICS AND RELIGION MAY APPLY TO THE WOODROW WILSON NATIONAL FELLOWSHIP FOUNDATION (ADDRESS ABOVE). SUPPORT IS LIMITED TO ONE YEAR. (2) NEWCOMBE SCHOLARSHIPS FOR MATURE SECOND-CAREER WOMEN STUDENTS ARE RESTRICED GEOGRAPHICALLY TO COLLEGES AND UNIVERSITIES IN PA, NJ, MD, DE, DC AND NY CITY. NO GRANTS ARE MADE IN THIS PROGRAM TO TWO-YEAR COLLEGES, PUBLIC OR PRIVATE, OR
    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
    AMERICAN UNIVERSITY
    440 MASSACHUSETTS AVE
    WASHINGTON,DC20016     		  PUBLIC CHARITY MATURE SECOND-CAREER WOMEN SCHOLARSHIPS 8,000
    ARCADIA UNIVERSITY
    450 S EASTON RD
    GLENSIDE,PA19038     		  PUBLIC CHARITY MATURE SECOND-CAREER WOMEN SCHOLARSHIPS 16,000
    BLOOMFIELD COLLEGE
    467 FRANKLIN ST
    BLOOMFIELD,NJ07003     		  PUBLIC CHARITY MATURE SECOND-CAREER WOMEN SCHOLARSHIPS 27,000
    CEDAR CREST COLLEGE
    100 COLLEGE DR
    ALLENTOWN,PA18104     		  PUBLIC CHARITY MATURE SECOND-CAREER WOMEN SCHOLARSHIPS 37,000
    MISERICORDIA UNIVERSITY
    301 LAKE ST
    DALLAS,PA18612     		  PUBLIC CHARITY MATURE SECOND-CAREER WOMEN SCHOLARSHIPS 22,500
    COLUMBIA UNIVERSITY SCHOOL OF GENERAL STUDIES
    408 LEWISOHN HALL
    NEW YORK,NY10027     		  PUBLIC CHARITY MATURE SECOND-CAREER WOMEN SCHOLARSHIPS 41,000
    FORDHAM UNIVERSITY
    441 E FORDHAM RD
    BRONX,NY10458     		  PUBLIC CHARITY MATURE SECOND-CAREER WOMEN SCHOLARSHIPS 18,000
    GANNON UNIVERSITY
    109 UNIVERSITY SQUARE
    ERIE,PA16541     		  PUBLIC CHARITY MATURE SECOND-CAREER WOMEN SCHOLARSHIPS 40,500
    GWYNEDD-MERCY COLLEGE
    SUMNEYTOWN PIKE
    GWYNEDD VALLEY,PA19437     		  PUBLIC CHARITY MATURE SECOND-CAREER WOMEN SCHOLARSHIPS 46,000
    HUNTER COLLEGE
    695 PARK AVE
    NEW YORK,NY10021     		  PUBLIC CHARITY MATURE SECOND-CAREER WOMEN SCHOLARSHIPS 47,000
    KEAN UNIVERSITY FOUNDATION
    1000 MORRIS AVE
    UNION,NJ07083     		  PUBLIC CHARITY MATURE SECOND-CAREER WOMEN SCHOLARSHIPS 18,500
    LA SALLE UNIVERSITY
    1900 W OLNEY AVE
    PHILADELPHIA,PA19141     		  PUBLIC CHARITY MATURE SECOND-CAREER WOMEN SCHOLARSHIPS 60,000
    MARYWOOD UNIVERSITY
    2300 ADAMS AVE
    SCRANTON,PA18509     		  PUBLIC CHARITY MATURE SECOND-CAREER WOMEN SCHOLARSHIPS 35,000
    MORAVIAN COLLEGE
    1200 MAIN ST
    BETHLEHEM,PA18018     		  PUBLIC CHARITY MATURE SECOND-CAREER WOMEN SCHOLARSHIPS 40,000
    NEUMANN UNIVERSITY
    1 NEUMANN DR
    ASTON,PA19014     		  PUBLIC CHARITY MATURE SECOND-CAREER WOMEN SCHOLARSHIPS 27,000
    RIDER UNIVERSITY
    2083 LAWRENCEVILLE RD
    LAWRENCEVILLE,NJ08648     		  PUBLIC CHARITY MATURE SECOND-CAREER WOMEN SCHOLARSHIPS 53,500
    RUTGERS UNIVERSITY FOUNDATION
    7 COLLEGE AVE
    NEW BRUNSWICK,NJ08901     		  PUBLIC CHARITY MATURE SECOND-CAREER WOMEN SCHOLARSHIPS 19,000
    TOWSON UNIVERSITY FOUNDATION
    8000 YORK RD
    TOWSON,MD21252     		  PUBLIC CHARITY MATURE SECOND-CAREER WOMEN SCHOLARSHIPS 43,000
    UNIVERSITY OF MARYLAND
    3300 METZEROTT RD
    ADELPHI,MD20783     		  PUBLIC CHARITY MATURE SECOND-CAREER WOMEN SCHOLARSHIPS 116,500
    UNIVERSITY OF SCRANTON
    800 LINDEN ST
    SCRANTON,PA18510     		  PUBLIC CHARITY MATURE SECOND-CAREER WOMEN SCHOLARSHIPS 34,000
    ST JOSEPHS UNIVERSITY
    5600 CITY LINE AVE
    PHILADELPHIA,PA19131     		  PUBLIC CHARITY MATURE SECOND-CAREER WOMEN SCHOLARSHIPS 54,500
    WEST CHESTER UNIVERSITY
    100 W ROSEDALE AVE
    WEST CHESTER,PA19383     		  PUBLIC CHARITY MATURE SECOND-CAREER WOMEN SCHOLARSHIPS 17,000
    WIDENER UNIVERSITY
    1 UNIVERSITY PL
    CHESTER,PA19013     		  PUBLIC CHARITY MATURE SECOND-CAREER WOMEN SCHOLARSHIPS 38,000
    NEW SCHOOL UNIVERSITY
    66 W 12TH ST
    NEW YORK,NY10011     		  PUBLIC CHARITY MATURE SECOND-CAREER WOMEN SCHOLARSHIPS 6,250
    WOODROW WILSON NATIONAL FELLOWSHIP FOUNDATION
    CN 5281
    PRINCETON,NJ08543     		  PUBLIC CHARITY NEWCOMBE DOCTORAL DISSERTATION FELLOWSHIPS 773,864
    BROOKLYN COLLEGE
    2900 BEDFORD AVE
    BROOKLYN,NY11210     		  PUBLIC CHARITY SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES 25,000
    EDINBORO UNIVERSITY OF PA
    210 MEADVILLE ST
    EDINBORO,PA16444     		  PUBLIC CHARITY SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES 60,000
    GALLAUDET UNIVERSITY
    800 FLORIDA AVE NE
    WASHINGTON,DC20002     		  PUBLIC CHARITY SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES 43,000
    LONG ISLAND UNIVERSITY-BROOKLYN CAMPUS
    UNIVERSITY CENTER
    BROOKVILLE,NY11548     		  PUBLIC CHARITY SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES 56,000
    MCDANIEL COLLEGE
    2 COLLEGE HILL
    WESTMINSTER,MD21157     		  PUBLIC CHARITY SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES 12,500
    NEW YORK UNIVERSITY
    70 WASHINGTON SQUARE S
    NEW YORK,NY10012     		  PUBLIC CHARITY SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES 30,000
    PENNSYLVANIA STATE UNIVERSITY
    17 OLD MAIN
    UNIVERSITY PARK,PA16802     		  PUBLIC CHARITY SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES 60,000
    TEMPLE UNIVERSITY
    BROAD MONTGOMERY STREETS
    PHILADELPHIA,PA19122     		  PUBLIC CHARITY SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES 78,000
    GEORGIAN COURT UNIVERSITY
    900 LAKEWOOD AVE
    LAKEWOOD,NJ087012697     		  PUBLIC CHARITY MATURE SECOND-CAREER WOMEN SCHOLARSHIPS 30,000
    THE FOUNDATION CENTER
    79 FIFTH AVE
    NEW YORK,NY10003     		  PUBLIC CHARITY SUPPORT OF SERVICES TO GRANT SEEKERS 5,000
    ELIZABETHTOWN COLLEGE
    1 ALPHA DR
    ELIZABETHTOWN,PA170222298     		  PUBLIC CHARITY MATURE SECOND CAREER-WOMEN SCHOLARSHIPS 25,000
    UNIVERSITY OF PENNSYLVANIA
    3451 WALNUT ST
    PENNSYLVANIA,PA191046243     		  PUBLIC CHARITY MATURE SECOND-CAREER WOMEN SCHOLARSHIPS 25,000
    COUNCIL ON FOUNDATIONS
    2121 CRYSTAL DR STE 700
    ARLINGTON,VA222027306     		  PUBLIC CHARITY GENERAL SUPPORT 4,720
    COUNCIL OF NEW JERSEY GRANTMAKERS
    101 W STATE ST
    TRENTON,NJ08608     		  PUBLIC CHARITY GENERAL SUPPORT 500
    WILSON COLLEGE
    1025 PHILADELPHIA AVE
    CHAMBERSBURG,PA17201     		  PUBLIC CHARITY MATURE SECOND CAREER-WOMEN SCHOLARSHIPS 44,500
    MERCY COLLEGE
    555 BROADWAY
    DOBBS FERRY,NY10522     		  PUBLIC CHARITY MATURE SECOND CAREER-WOMEN SCHOLARSHIPS 23,500
    ASSOCIATION OF SMALL FOUNDATIONS
    1720 N ST NW
    WASHINGTON,DC20036     		  PUBLIC CHARITY GENERAL SUPPORT 225
    MARYVILLE COLLEGE
    502 E LAMAR ALEXANDER PKWY
    MARYVILLE,TN37804     		  PUBLIC CHARITY SPECIAL SCHOLARSHIP ENDOWMENT 25,000
    TUSCULUM COLLEGE
    1305 CENTERPOINT BLVD
    KNOXVILLE,TN37932     		  PUBLIC CHARITY SPECIAL SCHOLARSHIP ENDOWMENT 30,000
    DAVIS & ELKINS COLLEGE
    100 CAMPUS DR
    ELKINS,WV26241     		  PUBLIC CHARITY SPECIAL SCHOLARSHIP ENDOWMENT 25,000
    WESTMINSTER CHOIR COLLEGE
    101 WALNUT LN
    PRINCETON,NJ08540     		  PUBLIC CHARITY GENERAL SUPPORT IN HONOR OF AARON GAST 20,000
    NEW JERSEY CITY UNIVERSITY
    2039 JOHN F KENNEDY BLVD W
    JERSEY CITY,NJ07035     		  PC MATURE SECOND-CAREER WOMEN SCHOLARSHIPS 25,000
    Total .................................bullet 3a 2,287,059
    bApproved for future payment
    WOODROW WILSON NATIONAL FELLOWSHIP FOUNDATION
    CN 5281
    PRINCETON,NJ08543     		  PUBLIC CHARITY NEWCOMBE DOCTORAL DISSERTATION FELLOWSHIPS 804,878
    GANNON UNIVERSITY
    109 UNIVERSITY SQ
    ERIE,PA16541     		  PUBLIC CHARITY MATURE SECOND-CAREER WOMEN SCHOLARSHIPS 17,000
    BLOOMFIELD COLLEGE
    467 FRANKLIN ST
    BLOOMFIELD,NJ07003     		  PUBLIC CHARITY MATURE SECOND-CAREER WOMEN SCHOLARSHIPS 27,000
    GEORGIAN COURT UNIVERSITY
    900 LAKEWOOD AVE
    LAKEWOOD,NJ087011697     		  PUBLIC CHARITY MATURE SECOND-CAREER WOMEN SCHOLARSHIPS 22,500
    CEDAR CREST COLLEGE
    100 COLLEGE DR
    ALLENTOWN,PA18104     		  PUBLIC CHARITY MATURE SECOND-CAREER WOMEN SCHOLARSHIPS 24,333
    HUNTER COLLEGE
    695 PARK AVE E1313
    NEW YORK,NY100655024     		  PUBLIC CHARITY MATURE SECOND-CAREER WOMEN SCHOLARSHIPS 29,000
    ASSOCIATE ALUMNAE OF DOUGLASS COLLEGE
    181 RYDERS LN
    NEW BRUNSWICK,NJ089018557     		  PUBLIC CHARITY MATURE SECOND-CAREER WOMEN SCHOLARSHIPS 21,000
    AMERICAN UNIVERSITY
    440 MASSACHUSETTS AVE
    WASHINGTON,DC20016     		  PUBLIC CHARITY MATURE SECOND-CAREER WOMEN SCHOLARSHIPS 8,000
    UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION
    8400 BALTIMORE AVE STE 200
    COLLEGE PARK,MD207402496     		  PUBLIC CHARITY MATURE SECOND-CAREER WOMEN SCHOLARSHIPS 43,500
    WIDENER UNIVERSITY
    ONE UNIVERSITY PL
    CHESTER,PA190135792     		  PUBLIC CHARITY MATURE SECOND-CAREER WOMEN SCHOLARSHIPS 21,500
    EDINBORO UNIVERSITY OF PA
    MEADVILLE NORMAL STREETS
    EDINBORO,PA16444     		  PUBLIC CHARITY SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES 160,000
    COLUMBIA UNIVERSITY SCHOOL OF GENERAL STUDIES
    408 LEWISON HALL
    NEW YORK,NY10027     		  PUBLIC CHARITY MATURE SECOND-CAREER WOMEN SCHOLARSHIPS 33,500
    TEMPLE UNIVERSITY
    BROAD MONTGOMERY STREETS
    PHILADELPHIA,PA19122     		  PUBLIC CHARITY SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES 100,000
    PENNSYLVANIA STATE UNIVERSITY
    17 OLD MAIN
    UNIVERSITY PARK,PA168021502     		  PUBLIC CHARITY SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES-ENDOWED SCHOLARSHIPS 30,000
    ARCADIA UNIVERSITY
    450 S EASTON RD
    GLENSIDE,PA19038     		  PUBLIC CHARITY MATURE SECOND-CAREER WOMEN SCHOLARSHIPS 19,000
    NEUMANN UNIVERSITY
    1 NEUMANN DR
    ASTOR,PA19014     		  PUBLIC CHARITY MATURE SECOND-CAREER WOMEN SCHOLARSHIPS 18,000
    UNIVERISTY OF SCRANTON
    800 LINDEN ST
    SCRANTON,PA18510     		  PUBLIC CHARITY MATURE SECOND-CAREER WOMEN SCHOLARSHIPS 21,000
    FORDHAM UNIVERSITY
    441 E FORDHAM RD
    BRONX,NY10458     		  PUBLIC CHARITY MATURE SECOND-CAREER WOMEN SCHOLARSHIPS 23,000
    MCDANIEL COLLEGE
    2 COLLEGE HILL
    WESTMINSTER,PA21157     		  PUBLIC CHARITY SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES 48,500
    NEW YORK UNIVERISTY
    70 WASHINGTON SQUARE S
    NEW YORK,NY10012     		  PUBLIC CHARITY SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES 18,750
    MERCY COLLEGE
    555 BROADWAY
    DOBBS FERRY,NY10522     		  PUBLIC CHARITY MATURE SECOND-CAREER WOMEN SCHOLARSHIPS 23,500
    KEAN UNIVERSITY FOUNDATION
    1000 MORRIS AVE
    UNION,NJ07083     		  PUBLIC CHARITY MATURE SECOND-CAREER WOMEN SCHOLARSHIPS 23,500
    NEW JERSEY CITY UNIVERSITY
    2039 JOHN F KENNEDY BLVD W
    JERSEY CITY,NJ07035     		  PUBLIC CHARITY MATURE SECOND-CAREER WOMEN SCHOLARSHIPS 75,000
    DAVIS & ELKINS COLLEGE
    100 CAMPUS DR
    ELKINS,WV26241     		  PUBLIC CHARITY SPECIAL SCHOLARSHIP ENDOWMENT 25,000
    MARYVILLE COLLEGE
    502 E LAMAR ALEXANDER PKWY
    MARYVILLE,TN37804     		  PUBLIC CHARITY SPECIAL SCHOLARSHIP ENDOWMENT 25,000
    WEST CHESTER UNIVERSITY
    100 W ROSEDALE AVE
    WEST CHESTER,PA19383     		  PUBLIC CHARITY MATURE SECOND-CAREER WOMEN SCHOLARSHIPS 22,000
    MISERICORDIA UNIVERSITY
    301 LAKE ST
    DALLAS,PA18612     		  PUBLIC CHARITY MATURE SECOND-CAREER WOMEN ENDOWED SCHOLARSHIPS 158,500
    GWYNEDD-MERCY COLLEGE
    SUMNEYTOWN PIKE
    GYWNEDD VALLEY,PA19437     		  PUBLIC CHARITY MATURE SECOND-CAREER WOMEN ENDOWED SCHOLARSHIPS 70,000
    NEW SCHOOL UNIVERSITY
    66 W 12TH ST
    NEW YORK,NY10011     		  PUBLIC CHARITY MATURE SECOND-CAREER WOMEN ENDOWED SCHOLARSHIPS 22,250
    PRESBYTERIAN CHURCH OF LAWRENCEVILLE
    2688 MAIN ST
    LAWRENCEVILLE,NJ08648     		    FEARON FUND SUPPORTING MINISTRY STUDENTS IN HONOR OF JANET FEARON 100,000
    Total .................................bullet 3b 2,035,211
    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 50  
    4 Dividends and interest from securities....     14 535,903  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 10,550  
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....     15 437,645  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 1,636,215  
    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)..   2,620,363  
    13Total. Add line 12, columns (b), (d), and (e)..................
    132,620,363
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 ContractorCompensationExpln
    Name:
    CHARLOTTE W NEWCOMBE FOUNDATION
    EIN: 23-2120614
    Contractor Explanation
    PRIME BUCHHOLZ ASSOCIATES INC INVESTMENT ADVISORY FEES

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

    TY 2013 DepreciationSchedule
    Name:
    CHARLOTTE W NEWCOMBE FOUNDATION
    EIN: 23-2120614
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2013 InvestmentsLandSchedule2
    Name:
    CHARLOTTE W NEWCOMBE FOUNDATION
    EIN: 23-2120614
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value

    TY 2013 InvestmentsOtherSchedule2
    Name:
    CHARLOTTE W NEWCOMBE FOUNDATION
    EIN: 23-2120614
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ACADIAN INTL SMALL CAP FUND FMV 3,140,168 3,140,168
    ARCHSTONE ABSOLUTE FMV 3,284,150 3,284,150
    ADAGE CAPITAL PARTNERS FMV 5,426,257 5,426,257
    COLCHESTER GLOBAL BOND FUND FMV 3,135,621 3,135,621
    BARLOW OFFSHORE PARTNERS FMV 3,347,608 3,347,608
    GENEVA MIDCAP GROWTH EQUITIES FMV 2,490,427 2,490,427
    CITY OF LONDON EMERGING MARKET FMV 0 0
    TIFF ABSOLUTE RETURN POOL II FMV 4,037,263 4,037,263
    VANGUARD INFLATION PROTECTED FMV 0 0
    EDGBASTON ASIAN EQUITY FMV 2,026,753 2,026,753
    VANGUARD MID CAP VALUE FMV 2,277,495 2,277,495
    MAP 2003 LP FMV 475,482 2,940,859
    MAP 2004 LP FMV 261,921 654,939
    DODGE & COX INTERNATIONAL FUND FMV 3,656,654 3,656,654
    AG CORE PLUS REALTY III FMV 1,040,739 1,040,739
    SYSTEMATIC MID CAP VALUE FUND FMV 0 0
    MAP 2009 LP FMV 412,241 688,401
    VANGUARD 500 INDEX FUND FMV 1,711,691 1,711,691
    VANGUARD SHORT TERM TREASURY FMV 0 0
    VANGUARD ENERGY FUND FMV 1,883,728 1,883,728
    WILLIAM BLAIR INTERNATL FMV 0 0
    GRESHAM TAP FMV 1,388,352 1,388,352
    VANGUARD EMERGING MKTS FMV 2,546,410 2,546,410
    HARBOR INTERNATIONAL FMV 2,010,476 2,010,476

    TY 2013 LandEtcSchedule2
    Name:
    CHARLOTTE W NEWCOMBE FOUNDATION
    EIN: 23-2120614
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value


    TY 2013 OtherAssetsSchedule
    Name:
    CHARLOTTE W NEWCOMBE FOUNDATION
    EIN: 23-2120614
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PREPAID INSURANCE 5,732 6,567 6,567
    SECURITY DEPOSIT 2,252 2,253 2,253
    PREPAID EXCISE TAX 8,130 0 0
    DUE FROM BROKER 525,000 4,500,000 4,500,000


    TY 2013 OtherExpensesSchedule
    Name:
    CHARLOTTE W NEWCOMBE FOUNDATION
    EIN: 23-2120614
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES 79     79
    DONATIONS 100     100
    OFFICE SUPPLIES PHONE POSTAGE 6,296     6,296
    INSURANCE 2,190     2,190
    PAYROLL PROCESSING 836     836


    TY 2013 OtherIncomeSchedule2
    Name:
    CHARLOTTE W NEWCOMBE FOUNDATION
    EIN: 23-2120614
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ACADIAN INTL SMALL CAP   48,472  
    ADAGE CAPITAL   -672  
    CITY OF LONDON EMERGING MARKETS   -7  
    COLCHESTER GLOBAL BOND FUND   -99,001  
    EDGBASTON ASIAN EQUITY TRUST   -1,510  
    MAP 2003 LP 225,164 267,264  
    MAP 2004 LP 20,176 39,908  
    MAP 2009 LP 5,725 40,339  
    ANGELO GORDON CORE PLUS II 186,580    


    TY 2013 OtherIncreasesSchedule
    Name:
    CHARLOTTE W NEWCOMBE FOUNDATION
    EIN: 23-2120614
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 2,982,009


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    CHARLOTTE W NEWCOMBE FOUNDATION
    EIN: 23-2120614
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 245,221 154,791