Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
THE ISLAM FAMILY FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)2601 CHERRY AVE STE 300   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BREMERTON, WA98310
A Employer identification number

02-0683054
B Telephone number (see instructions)

(360) 373-0453
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,501,531
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 4,773 4,773 4,773
4 Dividends and interest from securities...... 45,035 45,035 45,035
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 106,992
b Gross sales price for all assets on line 6a 976,326
7 Capital gain net income (from Part IV, line 2)... 106,992
8 Net short-term capital gain......... 13,711
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........ 156,800 156,800 63,519
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 2,100 2,100    
c Other professional fees (attach schedule).... 28,485 28,485    
17 Interest...............        
18 Taxes (attach schedule) (see instructions) 154 129   25
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 573 312   272
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 31,312 31,026   297
25 Contributions, gifts, grants paid........ 118,550 0
26 Total expenses and disbursements. Add lines 24 and 25 149,862 31,026   297
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 6,938
b Net investment income (if negative, enter -0-) 125,774
c Adjusted net income (if negative, enter -0-)... 63,519
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............... 1,040 2,807 2,807
2 Savings and temporary cash investments.......... 79,052 75,452 75,452
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........... 318 1,840 1,840
10a Investments—U.S. and state government obligations (attach schedule) 134,569 Click to see attachment151,728 177,722
b Investments—corporate stock (attach schedule)........ 1,820,595 Click to see attachment1,853,661 2,243,710
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)........... 26,751    
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) 2,062,325 2,085,488 2,501,531
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................... 100,500 118,550
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).......... 100,500 118,550
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 1,961,825  
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds   1,966,938
30 Total net assets or fund balances (see page 17 of the
instructions).................... 1,961,825 1,966,938
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 2,062,325 2,085,488
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 1,961,825
2 Enter amount from Part I, line 27a..................... 2 6,938
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 1,968,763
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 1,825
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 1,966,938
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 FIDELITY ADVISOR SER I P 2013-03-06 2001-09-13
b HARBOR FD P 2012-02-09 2013-07-25
c SPDR BARCLAYS INTERMEDIATE TERM P 2011-08-08 2013-03-06
d APACHE CORP P 2013-08-28 2013-09-03
e QUALCOMM INC P 2013-03-01 2013-10-16
WISDOMTREE TREE EM CORP BOND P 2012-08-30 2013-10-16
JOHNSON CONTROLS INC P 2011-06-03 2013-07-11
DU PONT EI DE NEMOURS & CO P 2012-12-28 2013-07-22
AMZAON COM INC P 2006-08-10 2013-07-17
DOVER CORP P 2007-07-30 2013-09-20
HALLIBURTON CO P 2011-08-10 2013-04-03
PEBBLEBROOK HOTEL TR P 2010-07-26 2013-01-22
WEYERHAEUSER CO P 2010-07-22 2013-03-27
INTUIT INC P 2013-04-15 2013-07-16
EMERSON ELECTRIC CO P 2012-05-01 2013-04-16
AMERICAN EXPRESS CO P 2011-09-28 2013-07-15
GOLDMAN SACHS GRP INC P 2012-01-18 2013-07-17
WELLS FARGO & CO P 2011-10-12 2013-01-18
ACCENTURE PLC IRELAND P 2012-06-01 2013-09-24
INDUSTRIAL & COML BK CHINA P 2009-05-20 2013-09-06
SIEMENS AKTIENGESELLSCHAFT P 2011-03-10 2013-07-09
HARBOR FD P 2012-12-18 2013-07-25
INTEL CORP P 2011-08-08 2013-03-06
V F CORPORATION P 2011-08-10 2013-03-06
BLACKROCK STRATEGIC INC P 2013-06-06 2013-09-16
SPDR EM MKTS TECH ETF P 2013-09-09 2013-12-02
APACHE CORP P 2012-03-28 2013-09-03
MARKET VECTORS EMERGING MARK P 2010-09-24 2013-11-19
GREENHILL & CO P 2012-07-20 2013-04-10
ANADARKO PETE P 2006-12-26 2013-03-06
EBAY INC P 2008-02-01 2013-03-14
HESS CORPORATION P 2009-06-24 2013-04-26
PROCTER & GAMBLE P 2006-06-30 2013-12-12
XILINX INC P 2012-06-06 2013-09-19
LENNAR CORPORATION P 2013-05-14 2013-07-16
EXPRESS SCRIPTS HLDG CO P 2012-02-07 2013-01-24
BABCOCK & WILCOX COMPANY P 2011-07-20 2013-12-19
ILLUMINA INC P 2011-12-15 2013-04-16
WEYERHAEUSER CO P 2011-10-12 2013-05-14
ARM HOLDINGS PLC P 2008-05-02 2013-05-01
ITAU UNIBANCO MULTIPLE P 2009-07-30 2013-07-08
SWATCH GROUP P 2011-10-11 2013-03-07
JP MORGAN CHASE & CO P 2012-07-11 2013-02-25
ISHARES INTL TREASURY BOND P 2011-08-08 2013-03-06
VANGUARD GLOBAL EX-US REAL ESTATE P 2012-03-29 2013-07-25
BOEING CO P 2013-08-28 2013-09-16
VANGUARD INFO TECH ETF P 2012-11-13 2013-02-28
BAKER HUGHES INC P 2012-03-29 2013-07-11
MICROSOFT CORP P 2010-10-08 2013-08-27
THE MOSAIC CO P 2012-11-14 2013-10-10
APACHE CORP P 2010-08-12 2013-05-23
EMERSON ELECTRIC CO P 2006-07-17 2013-07-18
HOME DEPOT INC P 2006-06-30 2013-06-21
SAFEWAY INC COM P 2009-06-24 2013-09-18
ALLEGHENY TECH INC P 2013-01-28 2013-07-16
MERCK & CO INC P 2013-04-15 2013-10-09
LINKEDIN CORP P 2012-05-09 2013-04-02
BURBERRY GROUP PLC P 2012-05-22 2013-07-16
INTERCONTINENTALEXCHANGE INC P 2011-04-21 2013-04-02
ASML HOLDING NV P 2012-12-14 2013-10-22
ASSA ABLOY AB UNSP P 2010-12-22 2013-09-27
KDDI CORP P 2011-05-10 2013-01-23
SYNGENTA P 2012-03-23 2013-11-18
QUALCOMM INC P 2012-07-11 2013-04-09
ISHARES CORE TOTAL ET P 2012-01-27 2013-01-30
VANGUARD MID CAP P 2011-08-08 2013-07-05
EXPRESS SCRIPTS HLDG OC P 2012-12-03 2013-07-11
VODAFONE GP PLC P 2013-03-01 2013-09-03
BANK OF NEW YORK MELLON CORP P 2010-10-08 2013-01-04
POWERSHARES S&P 500 P 2011-11-23 2013-07-29
VEECO INSTRUMENTS INC P 2012-10-18 2013-04-19
BED BATH & BEYOND INC P 2006-06-30 2013-09-23
EOG RESOURCES INC P 2011-10-04 2013-04-18
HONEYWELL INTERNATIONAL INC P 2006-06-30 2013-11-13
SCHLUMBERGER LTD P 2008-10-22 2013-03-26
ANADARKO PETE P 2012-11-07 2013-05-13
PARKER HANNIFIN CORP P 2012-10-19 2013-07-16
QUALCOMM INC P 2012-05-22 2013-04-25
CAMECO CORP P 2011-11-07 2013-03-08
INTUIT INC P 2012-03-30 2013-07-15
BURBERRY GROUP PLC P 2012-10-22 2013-09-13
BAIDU INC P 2012-04-25 2013-10-30
KINGFISHER PLC P 2006-06-30 2013-09-16
TENCENT HLDGS LTD P 2010-04-26 2013-12-12
ROYCE MICRO-CAP FUND P 2012-12-07 2013-06-06
ISHRES MSCI ET EMERGING MKT P 2011-08-05 2013-09-30
VANGUARD REIT P 2011-08-08 2013-05-23
FEDEX CORP P 2012-12-03 2013-08-26
WYNN RESORTS LTD P 2012-07-12 2013-01-10
BLACKROCK INC P 2011-07-18 2013-07-11
SCHWAB EMERGING MARKETS EQ P 2011-07-18 2013-09-03
EATON CORP PLC P 2012-12-03 2013-05-31
BIOGEN IDEC INC P 2006-06-30 2013-12-12
ERICSSON LM TEL P 2009-12-23 2013-04-24
INTUIT INC P 2011-08-22 2013-11-22
SEAGATE TECHNOLOGY PLC P 2010-08-23 2013-03-06
ASML HOLDING P 2013-04-19 2013-07-11
PRICELINE COM INC P 2013-03-11 2013-09-16
RALPH LAUREN CORP P 2012-05-22 2013-06-26
CHARLES SCHWAB P 2012-02-29 2013-07-15
KINDER MORGAN INCORP P 2011-11-21 2013-02-04
ELEKTA B SHS P 2012-12-11 2013-11-01
BG GROUP PLC P 2009-07-13 2013-01-03
KOMATSU LTD P 2008-10-21 2013-12-05
TEVA PHARMACEUTICALS P 2006-12-13 2013-10-16
TCW FDS INC P 2013-01-30 2013-09-30
ISHARES MSCI EAFE INDEX P 2011-08-08 2013-09-30
WELLS FARGO FDS TRUST EMERGING MKTS P 2012-03-29 2013-07-05
GOLDMAN SACHS STRATEGIC INC P 2013-06-12 2013-09-05
CENTURY TEL INC P 2012-07-24 2013-05-02
BOEING CO P 2012-04-23 2013-09-16
SCHWAB US DVD EQUITY P 2011-10-31 2013-09-03
EOG RESOURCES INC P 2012-06-15 2013-04-18
BOEING CO P 2007-01-23 2013-03-13
EXPRESS SCRIPTS HLDG CO P 2012-01-04 2013-07-29
JOHNSON & JOHNSON P 2005-12-29 2013-03-06
SYMANTEC CORP P 2011-03-10 2013-03-07
BABCOCK & WILCOX COMPANY P 2013-06-26 2013-12-19
RACKSPACE HOSTING INC P 2013-02-21 2013-06-20
ROCHE HOLDINGS P 2012-05-08 2013-04-22
CITIGROUP INC P 2012-02-08 2013-04-12
NATIONAL OILWELL VARCO INC P 2010-04-20 2013-02-26
LI & FUNG LTD P 2012-07-25 2013-01-15
CANADIAN NATL RAILWAY CO P 2007-09-27 2013-12-04
LAS VEGAS SNADS CORPORATION P 2011-12-20 2013-01-31
TOYOTA MOTOR CP P 2007-05-03 2013-04-17
VANGUARD GLOBAL P 2013-01-30 2013-07-25
JOHNSON & JOHNSON P 2011-08-10 2013-03-06
WESTPORT FDS P 2012-02-09 2013-05-23
INTL BUSINESS MACHINES CORP P 2012-12-27 2013-07-09
EATON CORP PLC P 2012-12-03 2013-02-05
CANADIAN NATURAL RESOURCES LTD P 2012-03-26 2013-07-30
SPDR BARCLAYS CAPITAL EMERG P 2011-02-25 2013-11-19
FHLMC P 2013-02-11 2013-03-08
CARNIVAL CP P 2009-03-24 2013-12-13
FHLMC P 2011-03-30 2013-03-08
JONES LANG LASALLE INC P 2009-07-06 2013-03-07
TEXAS INSTRUMENTS P 2006-06-30 2013-03-15
BURBERRY GROUP PLC P 2012-09-11 2013-07-16
RALPH LAUREN CORP P 2013-01-24 2013-06-26
ROCKWELL AUTOMATION INC P 2012-02-03 2013-01-31
CTRIP COM INTL LTD P 2012-02-09 2013-05-13
NOBLE ENERGY INC P 2011-03-01 2013-02-26
ROYAL BANK OF SCOTLAND P 2012-12-14 2013-07-03
CARNIVAL CP P 2006-10-27 2013-09-25
LI & FUNG LTD P 2011-09-16 2013-01-15
TURKIYE GARANTI BANKASI P 2010-06-30 2013-04-03
WELLS FARGO FDS TRUST P 2012-12-14 2013-07-05
KELLOGG COMPANY P 2012-02-02 2013-03-06
HARBOR FD INTL FD P 2011-09-06 2013-07-25
ISHARES BARCLAYS 1-3 P 2012-07-27 2013-06-13
HEWLETT-PACK CO P 2012-12-12 2013-05-02
CARNIVAL CP NEW P 2011-02-02 2013-08-26
SPDR BARLCLAYS CAPITAL SHORT P 2012-02-28 2013-08-01
FHLMC MTN P 2012-06-05 2013-03-07
CELGENE CORP P 2008-12-03 2013-09-18
FLUOR CORP P 2008-11-19 2013-09-27
KLA TENCOR CORP P 2011-09-26 2013-03-19
THE ADT CORPORATION P 2006-06-30 2013-03-06
CATERPILLAR INC P 2012-10-25 2013-04-17
SCHLUMBERGER LTD P 2012-10-05 2013-04-19
SCHLUMBERGER LTD P 2012-05-22 2013-04-19
CUMMINS INC P 2011-11-01 2013-04-16
NVIDIA CORPORATION P 2011-05-18 2013-06-20
SIEMENS AKTIENGESELLSCHAFT P 2012-07-26 2013-07-09
CHECK POINT SOFTWARE TECH LTD P 2011-12-21 2013-04-29
MERCADOLIBRE INC P 2011-09-19 2013-09-25
VODAFONE GP P 2012-01-25 2013-02-01
WESTPORT FDS P 2012-09-21 2013-05-23
KIMBERLY-CLARK CORP P 2012-02-02 2013-03-06
INTERNATIONAL BUSINESS MACHINE CORP P 2005-02-26 2013-04-09
ISHARES EMRG MKT DIV P 2013-09-09 2013-12-02
INGRAM MICRO INC P 2012-08-29 2013-05-01
EMC CORP MASS P 2011-02-09 2013-07-11
SPDR EM MKTS DIV P 2011-02-25 2013-12-02
FNMA P 2013-03-08 2013-01-21
CHARLES SCHWAB P 2009-01-29 2013-05-31
FNMA P 2011-01-14 2013-03-07
MALLINCKRODT PUBLIC LTD CO P 2006-06-30 2013-07-03
THE MOSAIC CO P 2012-06-05 2013-10-10
COCA COLA CO P 2013-07-15 2013-12-19
TESLA MOTORS INC P 2013-04-16 2013-10-31
THERMO FISHER SCIENTIFIC INC P 2012-05-22 2013-04-15
DEERE & CO P 2011-07-11 2013-06-20
PROLOGIS INC COM P 2012-01-04 2013-07-16
TAIWAN SMCNDCTR MFG CO P 2012-07-26 2013-06-07
CNOOC LTD P 2009-11-12 2013-07-15
MITSUBISHI UFJ FINCL GRP P 2009-06-12 2013-07-29
WAL-MART DE MEXICO P 2009-01-28 2013-11-07
ACCENTURE PLC IRELAND P 2011-08-10 2013-03-06
MERGER FD SH BEN INT P 2012-02-09 2013-03-06
ROYCE MICRO-CAP FUND P 2011-08-02 2013-03-06
LOCKHEED MARTIN CORP P 2013-03-01 2013-04-24
SAFEWAY INC P 2012-07-24 2013-05-02
F5 NETWORKS INC P 2012-05-31 2013-07-10
TARGET CORP P 2011-02-09 2013-07-11
GREENHILL & CO P 2012-04-05 2013-03-20
CHUBB CORP P 2006-07-10 2013-07-23
FNMA P 2011-09-16 2013-03-07
MATTLE INC P 2009-10-20 2013-01-15
UNILEVER PLC P 2006-06-30 2013-03-06
CTRIP COM INTL LTD P 2013-01-28 2013-10-31
THERMO FISHER SCIENTIFIC INC P 2012-07-18 2013-04-15
BURBERRY GROUP PLC P 2012-07-13 2013-07-16
DENBURY RESOURCES INC P 2011-06-15 2013-06-26
QUALCOMM INC P 2011-03-09 2013-04-23
TATA MOTORS LTD P 2013-04-02 2013-12-13
DASSAULT SYSTEMS P 2008-01-25 2013-10-16
NOVARITS AG P 2007-07-17 2013-10-31
YANDEX P 2011-06-02 2013-07-24
A/R PRODUCTS & CHEMICALS P 2011-08-08 2013-09-30
NORFOLK SOUTHERN CORP P 2012-02-02 2013-03-06
TCW FDS INC EMERGING MKTS P 2011-08-05 2013-03-06
METLIFE INCORPORATED P 2013-04-26 2013-07-08
ISHARES CORE S&P TOTAL US P 2012-10-26 2013-11-19
HESS CORPORATION P 2012-04-09 2013-07-19
TEVA PHARMACEUTICALS P 2012-06-19 2013-07-10
US TSY NOTE P 2012-12-18 2013-11-15
CISCO SYS INC P 2008-12-09 2013-04-22
FOREST LABORATORIES INC P 2006-06-30 2013-12-12
MICROSOFT CORP P 2005-12-29 2013-10-10
US TSY NOTE P 2012-01-19 2013-06-21
DENBURY RESOURCES INC P 2012-08-07 2013-06-26
VISA INC P 2012-10-02 2013-02-12
CTRIP COM INTL LTD P 2012-07-18 2013-10-31
EOG RESOURCES INC P 2011-10-27 2013-10-18
RACKSPACE HOSTING INC P 2012-06-06 2013-06-20
TULLOW OIL PLC P 2012-12-14 2013-11-04
EMBRAER P 2006-06-27 2013-04-16
POTASH GP OF SASKATCHEWAN P 2009-10-07 2013-07-31
YUM BRANDS INC P 2012-03-07 2013-11-22
AT&T INC P 2011-08-08 2013-09-30
PRAXAIR INC P 2011-08-08 2013-09-30
WELLS FARGO FDS TRUST EMERGING MKTS P 2011-08-05 2013-07-05
MS AIP DYNAMIC ALTERN STRAT I P 2013-06-04 2013-07-16
ISHARES EM MKTS LOC CURR P 2012-07-31 2013-11-19
HONEYWELL INTERNATIONAL INC P 2011-04-15 2013-07-15
VANGUARD FTSE EMERG P 2010-10-07 2013-08-15
US TSY NOTE P 2012-09-17 2013-06-21
COMCAST CORP P 2006-06-30 2013-03-06
GAP INC P 2008-01-10 2013-01-11
NIKE INC P 2011-06-07 2013-09-23
US TSY NOTE P 2010-09-10 2013-03-07
EQUINIX INC P 2013-04-25 2013-09-20
ALLEGHENY TECH INC P 2012-03-16 2013-04-15
INTUITIVE SURGICAL INC P 2012-09-19 2013-10-09
EQUINIX INC P 2012-05-18 2013-09-20
RALPH LAUREN CORP P 2012-05-22 2013-06-26
ASML HOLDING P 2013-03-25 2013-03-25
FLSMIDTH & CI P 2009-08-26 2013-01-04
RECKITT BENCKISER PLC P 2009-02-23 2013-07-17
CHUBB CORP P 2012-02-02 2013-03-06
PROCTER & GAMBLE CO P 2011-08-08 2013-04-09
WESTPORT FDS P 2011-10-26 2013-05-23
NATIONAL OILWELL VARCO INC P 2012-12-31 2013-01-22
ISHARES EMERG MKTS CP P 2012-09-05 2013-11-07
ISHARES BARCLAYS 1-3 P 2012-02-28 2013-06-13
VANGUARD TOTAL INTL STOCK P 2011-02-22 2013-03-01
US TSY NOTE P 2012-08-28 2013-08-07
CREE RESEARCH INC P 2006-06-30 2013-03-06
GOOGLE INC P 2008-09-23 2013-03-06
NOVARTIS AG ADR P 2006-06-30 2013-03-06
US TSY NOTE P 2012-07-10 2013-08-07
EXPRESS SCRIPTS HLDG CO P 2012-11-06 2013-01-24
BURBERRY GROUP PLC P 2012-05-09 2013-03-11
AKAMAI TECHNOLOGIES INC P 2012-01-17 2013-09-20
EXPRESS SCRIPTS HLDG CO P 2012-01-18 2013-01-24
RED HAT INC P 2011-02-25 2013-09-16
CHECK POINT SOFTWARE TECH LTD P 2012-05-24 2013-04-30
HANG LUNG PPTYS LTD P 2008-08-18 2013-09-30
SAP AG P 2009-10-29 2013-10-17
CONOCOPHILLIPS P 2011-08-10 2013-04-09
ROYCE MICRO-CAP FUND P 2012-02-09 2013-03-06
WESTPORT FDS P 2011-10-26 2013-04-09
POWERSHARES EM MKT LOCAL DEBT P 2013-05-09 2013-10-16
ISHARES EMRG MKT DIV P 2012-09-05 2013-12-02
ISHARES RUSSELL 3000 P 2010-09-23 2013-07-29
APACHE CORP P 2013-04-18 2013-08-19
AKAMAI TECHNOLOGIES INC P 2009-08-19 2013-09-19
CVS CAREMARK CORP P 2008-11-06 2013-12-12
GREENHILL & CO INC P 2011-07-26 2013-03-05
ORACLE CORP P 2011-11-08 2013-07-31
VISA INC P 2010-05-26 2013-07-17
FACEBOOK INC P 2012-10-24 2013-06-20
CAMECO CORP P 2012-03-19 2013-03-08
ALLEGHENY TECH INC P 2012-06-05 2013-07-16
FREEPORT MCMORAN CP&GLD P 2011-11-10 2013-02-26
ROCKWELL AUTOMATION INC P 2012-02-03 2013-04-15
ASML HOLDING P 2012-10-12 2013-10-22
HENNES & MAURITZ P 2008-06-10 2013-10-15
SERBANK RUSSIA P 2011-09-12 2013-03-27
GENL DYNAMICS CORP P 2012-02-02 2013-09-30
SPDR BARCLAYS HIGH YIELD BOND P 2011-08-02 2013-03-06
POWERSHARES DB P 2011-08-05 2013-09-30
PRUDENTIAL ABSOLUTE RET P 2013-06-13 2013-09-16
SPDR BARCLAYS CAPITAL SHORT P 2012-07-31 2013-08-01
JOHNSON & JOHNSON P 2010-10-08 2013-07-16
DEERE & CO P 2012-09-14 2013-07-25
ALLIED WORLD ASSUR CO HLDG P 2009-04-20 2013-03-06
DEERE & CO P 2009-12-03 2013-07-17
GUESS INC P 2012-04-03 2013-05-31
OSHKOSH CORP P 2011-05-03 2013-08-16
WALT DISNEY CO HLDG CO P 2005-12-29 2013-07-17
GOLDCORP INC P 2013-02-26 2013-07-15
CHARLES SCHWAB P 2012-02-29 2013-02-26
AMAZON COM INC P 2011-12-22 2013-12-18
GOLDCORP INC P 2012-01-19 2013-07-15
THERMO FISHER SCIENTIFIC INC P 2011-10-07 2013-04-11
HANG LUNG PPTYS LTD P 2012-10-05 2013-10-17
HSBG HOLDINGS PLC P 2012-02-29 2013-12-04
SCHLUMBERGER LTD P 2008-12-09 2013-10-08
(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 5,000   4,309 691
b 10,015   9,000 1,015
c 63,887   62,903 984
d 427   399 28
e 964   921 43
4,889   5,057 -168
767   708 59
285   225 60
1,839   158 1,681
2,634   1,445 1,189
1,294   1,193 101
170   120 50
1,069   544 525
2,464   2,252 212
1,463   1,338 125
468   281 187
4,715   3,353 1,362
763   587 176
588   443 145
570   506 64
1,426   1,614 -188
726   672 54
2,176   2,069 107
2,120   1,380 740
6,174   6,266 -92
200   202 -2
427   496 -69
913   1,013 -100
480   326 154
1,229   640 589
1,788   959 829
1,175   902 273
2,131   1,477 654
571   389 182
2,546   3,165 -619
807   760 47
3,629   2,774 855
8,973   3,673 5,300
4,738   2,804 1,934
384   58 326
750   988 -238
580   398 182
2,192   1,536 656
20,929   21,230 -301
8,895   7,474 1,421
115   103 12
1,139   1,076 63
634   527 107
738   540 198
370   390 -20
3,648   4,802 -1,154
3,826   2,629 1,197
1,434   717 717
4,061   3,454 607
1,329   1,543 -214
897   900 -3
1,873   1,213 660
1,363   1,329 34
1,587   1,200 387
94   64 30
888   555 333
1,170   1,165 5
474   403 71
2,381   1,979 402
27,881   27,966 -85
4,806   3,287 1,519
647   535 112
821   675 146
677   662 15
1,136   836 300
617   570 47
1,656   773 883
2,203   1,269 934
1,468   809 659
2,999   2,110 889
2,935   2,403 532
6,630   5,677 953
187   174 13
2,950   3,346 -396
4,142   3,492 650
255   190 65
331   267 64
332   232 100
1,956   810 1,146
2,852   2,684 168
6,188   6,181 7
8,148   5,463 2,685
789   622 167
604   458 146
806   543 263
1,024   1,245 -221
1,320   1,085 235
9,793   2,508 7,285
1,019   746 273
3,061   1,879 1,182
2,754   1,375 1,379
2,946   2,439 507
3,868   2,890 978
1,391   1,202 189
2,195   1,401 794
3,059   2,368 691
1,765   1,755 10
1,254   1,271 -17
1,015   912 103
1,970   1,792 178
7,000   7,158 -158
9,463   7,914 1,549
9,314   10,000 -686
4,843   4,866 -23
4,462   4,296 166
805   507 298
1,155   900 255
789   668 121
591   613 -22
997   715 282
2,395   1,868 527
441   329 112
1,032   922 110
3,993   5,399 -1,406
853   598 255
3,164   2,334 830
799   530 269
208   255 -47
56   29 27
274   210 64
643   727 -84
9,945   10,085 -140
2,010   1,579 431
12,997   11,106 1,891
574   576 -2
350   310 40
491   538 -47
994   1,001 -7
2,023   2,025 -2
467   304 163
19,216   19,027 189
783   258 525
2,550   2,252 298
1,090   849 241
853   826 27
710   652 58
4,546   4,083 463
1,302   1,100 202
1,101   1,270 -169
854   1,186 -332
986   1,159 -173
1,132   1,018 114
229   246 -17
1,043   864 179
25,373   20,492 4,881
10,206   10,191 15
4,538   4,308 230
751   787 -36
2,176   2,169 7
2,053   2,043 10
3,590   1,370 2,220
1,066   493 573
1,081   834 247
146   86 60
4,544   4,733 -189
349   361 -12
2,664   2,470 194
3,487   2,925 562
5,438   6,276 -838
104   82 22
995   1,220 -225
946   526 420
1,010   997 13
11,381   10,048 1,333
1,989   1,515 474
4,183   1,851 2,332
495   501 -6
4,252   4,056 196
514   535 -21
800   1,000 -200
8,183   8,177 6
849   587 262
2,064   1,960 104
185   107 78
370   372 -2
4,241   4,391 -150
7,256   2,866 4,390
1,138   725 413
4,739   4,460 279
2,983   2,171 812
1,270   976 294
1,690   1,437 253
295   319 -24
973   422 551
1,083   737 346
2,000   1,982 18
31,886   36,792 -4,906
686   616 70
3,370   3,068 302
361   499 -138
653   495 158
1,065   795 270
522   298 224
2,116   2,079 37
407   218 189
1,777   993 784
2,332   850 1,482
2,692   2,017 675
727   620 107
2,489   2,849 -360
6,246   5,051 1,195
91   74 17
336   162 174
389   279 110
335   355 -20
2,452   1,835 617
966   941 25
3,500   3,337 163
718   575 143
1,148   897 251
660   511 149
543   532 11
7,933   8,325 -392
3,633   3,164 469
2,370   1,665 705
2,423   2,023 400
4,249   4,217 32
772   717 55
2,830   2,454 376
3,867   1,092 2,775
5,130   2,469 2,661
671   845 -174
1,110   1,365 -255
973   1,146 -173
1,425   1,552 -127
314   265 49
1,506   1,221 285
1,637   1,304 333
23,342   25,469 -2,127
8,313   8,372 -59
642   662 -20
822   574 248
80   93 -13
6,259   6,520 -261
3,828   2,241 1,587
1,129   648 481
1,578   940 638
2,188   2,069 119
920   1,067 -147
3,382   4,740 -1,358
1,920   2,558 -638
2,577   2,156 421
4,093   3,580 513
1     1
999   1,072 -73
367   208 159
1,026   815 211
1,176   918 258
26,261   20,734 5,527
664   607 57
2,871   3,042 -171
1,789   1,788 1
951   1,003 -52
17,250   17,285 -35
1,851   837 1,014
1,666   878 788
1,101   867 234
5,066   5,064 2
1,076   1,092 -16
1,363   1,515 -152
1,421   803 618
2,421   2,314 107
1,774   1,308 466
228   263 -35
1,018   950 68
1,153   760 393
2,483   2,048 435
13,717   15,000 -1,283
15,000   12,585 2,415
4,716   5,278 -562
545   569 -24
2,516   1,719 797
936   858 78
1,637   625 1,012
2,034   844 1,190
237   192 45
1,836   1,912 -76
1,535   669 866
3,934   3,758 176
314   355 -41
1,344   1,594 -250
5,209   6,898 -1,689
2,091   2,013 78
1,056   612 444
915   604 311
1,091   935 156
3,071   2,441 630
3,676   3,577 99
33,461   36,806 -3,345
6,184   6,227 -43
9,900   9,906 -6
782   569 213
492   491 1
1,227   597 630
4,680   3,467 1,213
411   412 -1
1,366   959 407
2,554   1,049 1,505
1,364   1,829 -465
2,052   1,747 305
3,088   1,579 1,509
1,949   3,377 -1,428
963   600 363
197   208 -11
434   357 77
739   486 253
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       691
b       1,015
c       984
d       28
e       43
      -168
      59
      60
      1,681
      1,189
      101
      50
      525
      212
      125
      187
      1,362
      176
      145
      64
      -188
      54
      107
      740
      -92
      -2
      -69
      -100
      154
      589
      829
      273
      654
      182
      -619
      47
      855
      5,300
      1,934
      326
      -238
      182
      656
      -301
      1,421
      12
      63
      107
      198
      -20
      -1,154
      1,197
      717
      607
      -214
      -3
      660
      34
      387
      30
      333
      5
      71
      402
      -85
      1,519
      112
      146
      15
      300
      47
      883
      934
      659
      889
      532
      953
      13
      -396
      650
      65
      64
      100
      1,146
      168
      7
      2,685
      167
      146
      263
      -221
      235
      7,285
      273
      1,182
      1,379
      507
      978
      189
      794
      691
      10
      -17
      103
      178
      -158
      1,549
      -686
      -23
      166
      298
      255
      121
      -22
      282
      527
      112
      110
      -1,406
      255
      830
      269
      -47
      27
      64
      -84
      -140
      431
      1,891
      -2
      40
      -47
      -7
      -2
      163
      189
      525
      298
      241
      27
      58
      463
      202
      -169
      -332
      -173
      114
      -17
      179
      4,881
      15
      230
      -36
      7
      10
      2,220
      573
      247
      60
      -189
      -12
      194
      562
      -838
      22
      -225
      420
      13
      1,333
      474
      2,332
      -6
      196
      -21
      -200
      6
      262
      104
      78
      -2
      -150
      4,390
      413
      279
      812
      294
      253
      -24
      551
      346
      18
      -4,906
      70
      302
      -138
      158
      270
      224
      37
      189
      784
      1,482
      675
      107
      -360
      1,195
      17
      174
      110
      -20
      617
      25
      163
      143
      251
      149
      11
      -392
      469
      705
      400
      32
      55
      376
      2,775
      2,661
      -174
      -255
      -173
      -127
      49
      285
      333
      -2,127
      -59
      -20
      248
      -13
      -261
      1,587
      481
      638
      119
      -147
      -1,358
      -638
      421
      513
      1
      -73
      159
      211
      258
      5,527
      57
      -171
      1
      -52
      -35
      1,014
      788
      234
      2
      -16
      -152
      618
      107
      466
      -35
      68
      393
      435
      -1,283
      2,415
      -562
      -24
      797
      78
      1,012
      1,190
      45
      -76
      866
      176
      -41
      -250
      -1,689
      78
      444
      311
      156
      630
      99
      -3,345
      -43
      -6
      213
      1
      630
      1,213
      -1
      407
      1,505
      -465
      305
      1,509
      -1,428
      363
      -11
      77
      253
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 2 106,992
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 13,711
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 108,120 2,110,215 0.051236
2011 130,021 2,159,316 0.060214
2010 63,028 2,089,189 0.030169
2009 109,543 2,083,305 0.052581
2008 141,568 2,021,956 0.070015
2 Total of line 1, column (d) ...................... 2 0.264215
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 0.052843
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 2,308,482
5 Multiply line 4 by line 3....................... 5 121,987
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,258
7 Add lines 5 and 6......................... 7 123,245
8 Enter qualifying distributions from Part XII, line 4.............. 8 297
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 2,515
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 2,515
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 2,515
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 1,840
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 1,840
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 3
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 678
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)
    bullet
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJOYCE SMITH Telephone no.bullet (360) 373-0453
    Located atbullet2601 CHERRY AVE STE 300BREMERTONWA ZIP+4bullet98310
    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
     
     
    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
    JOYCE SMITHClick to see attachment DIRECTOR
    0.00
    0 0 0
    2601 CHERRY AVE STE 300
    BREMERTON,WA98310
    HILARY HARTERClick to see attachment PRESIDENT/TR
    0.00
    0 0 0
    1413 WEATHERSWOOD DRIVE
    GIG HARBOR,WA98335
    MARC ISLAMClick to see attachment VP/SECRETARY
    0.00
    0 0 0
    221 GOLF COURSE RD
    FRIDAY HARBOR,WA98250
    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  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............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
     
    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 N/A  
    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
    115,424
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    2,515
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,515
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    112,909
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    112,909
    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
    112,909
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2012
    (c)
    2012
    (d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 112,909
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 297
    a Applied to 2012, but not more than line 2a  
    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..... 297
    e Remaining amount distributed out of corpus  
    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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........
    112,612
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............
     
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......
     
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    TURKISH EDUCTIONAL FOUNDATION
    111 B SLADKY AVE
    MOUNTAIN VIEW,CA94040
    NONE 501 (C) (3) STUDENT EDUCATION 7,000
    ANNIE WRIGHT SCHOOL
    827 N TACOMA AVE
    TACOMA,WA98403
    NONE 501 (C) (3) STUDENT EDUCATION 3,000
    UNIVERSITY OF PUGET SOUND
    1500 N WARNER ST 1087
    TACOMA,WA98416
    NONE 501 (C) (3) STUDENT EDUCATION 13,000
    ACWWMARY SUMMER
    24 TUFTON ST
    TACOMA,WA98447
    NONE 501 (C) (3) STUDENT EDUCATION 16,000
    BELLARMINE PREP HIGH SCHOOL
    2300 S WASHINGTON
    TACOMA,WA98405
    NONE 501 (C) (3) STUDENT EDUCATION 4,000
    BREMERTON SCHOOL DISTRICT
    134 N MARION
    BREMERTON,WA98312
    NONE 501 (C) (3) STUDENT EDUCATION 2,000
    COLLEGE SUCCESS FOUNDATION
    980 PACIFIC A SUITE 1250
    TACOMA,WA98402
    NONE 501 (C)(3) STUDENT EDUCATION 3,250
    DOLLARS FOR SCHOLARS
    45 BLAIR AVENUE
    FRIDAY HARBOR,WA98250
    NONE 501 (C) (3) STUDENT SCHOLARSHIPS 2,000
    GIG HARBOR LIONS ENDOWMENT FUND
    PO BOX 331
    GIG HARBOR,WA98335
    NONE 501 (C) (3) STUDENT SCHOLARSHIPS 3,000
    HARBOR MONTESSORI
    5414 COMTE DR NW
    GIG HARBOR,WA98385
    NONE 501 (C) (3) STUDENT EDUCATION 7,000
    LIONS SCHOLARSHIP FUND
    PO BOX 353
    SILVERDALE,WA98383
    NONE 501 (C) (3) STUDENT EDUCATION 3,000
    MARY BRIDGE CHILDREN'S FOUNDATION
    311 S L STREET
    TACOMA,WA98415
    NONE 501 (C) (3) STUDENT EDUCATION 4,000
    PRARIE HIGH SCHOOL
    11500 NE 117TH AVE
    BRUSH PRARIE,WA98606
    NONE 501 (C) (3) STUDENT EDUCATION 10,300
    ROTARY SCHOLARSHIP FUND
    PO BOX 2142
    BREMERTON,WA98310
    NONE 501 (C) (3) STUDENT SCHOLARSHIPS 8,000
    SAN JUAN ISLAND SCHOOL DISTRICT
    45 BLAIR AVENUE
    FRIDAY HARBOR,WA98250
    NONE 501 (C) (3) STUDENT EDUCATION 3,000
    SILVERWOOD SCHOOL
    14000 CENTRAL VALLEY ROAD
    BREMERTON,WA98311
    NONE 501 (C) (3) STUDENT EDUCATION 5,000
    SPRINGSTREET INTERNATIONAL SCHOOL
    505 SPRING STREET
    FRIDAY HARBOR,WA98250
    NONE 501 (C) (3) STUDENT EDUCATION 7,000
    UNIVERSITY OF OREGON
    360 E 10TH AVE SUITE 202
    EUGENE,OR97401
    NONE 501 (C) (3) STUDENT EDUCATION 8,000
    YMCS PIERCE AND KITSAP COUNTY
    4717 S 19TH SUITE 201
    TACOMA,WA98405
    NONE 501 (C) (3) STUDENT EDUCATION 10,000
    Total .................................bullet 3a 118,550
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............
        14 4,773  
    4 Dividends and interest from securities....     14 45,035  
    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.....     14    
    8
    Gain or (loss) from sales of assets other than inventory .............
        14 7,040 99,952
    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)..   56,848 99,952
    13Total. Add line 12, columns (b), (d), and (e)..................
    13156,800
    (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 AccountingFeesSchedule
    Name:
    THE ISLAM FAMILY FOUNDATION
    EIN: 02-0683054
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 2,100 2,100    

    TY 2013 CompensationExplanation
    Name:
    THE ISLAM FAMILY FOUNDATION
    EIN: 02-0683054
    Person Name Explanation
    JOYCE SMITH  
    HILARY HARTER  
    MARC ISLAM  

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    THE ISLAM FAMILY FOUNDATION
    EIN: 02-0683054
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCKS 1,853,661 2,243,710

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    THE ISLAM FAMILY FOUNDATION
    EIN: 02-0683054
    US Government Securities - End of Year Book Value:

    151,728
    US Government Securities - End of Year Fair Market Value:

    177,722
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2013 InvestmentsOtherSchedule2
    Name:
    THE ISLAM FAMILY FOUNDATION
    EIN: 02-0683054
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    APOLLO GLOBAL MANAGEMENT AT COST    
    POWERSHARES AT COST    

    TY 2013 OtherDecreasesSchedule
    Name:
    THE ISLAM FAMILY FOUNDATION
    EIN: 02-0683054
    Description Amount
    INCOME TAX 1,825


    TY 2013 OtherExpensesSchedule
    Name:
    THE ISLAM FAMILY FOUNDATION
    EIN: 02-0683054
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    BANK CHARGES 84     95
    OFFICE SUPPLIES 177     177
    OTHER PORTFOLIO EXPENSES 312 312    


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    THE ISLAM FAMILY FOUNDATION
    EIN: 02-0683054
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SB BROKER FEES 28,485 28,485    


    TY 2013 TaxesSchedule
    Name:
    THE ISLAM FAMILY FOUNDATION
    EIN: 02-0683054
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CORPORATION LICENSE 25     25
    FOREIGN TAXES 129 129