Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 04-01-2013 , and ending 03-31-2014
Name of foundation
THE BOBOLINK FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)C/O ROBBINS ASSOC 333 W WACKER DRNO 830Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60606
A Employer identification number

94-2988627
B Telephone number (see instructions)

(312) 609-1100
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$215,764,883
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) 145,850,691
2 Check bullet
3 Interest on savings and temporary cash investments 39,352 39,352  
4 Dividends and interest from securities...... 3,059,503 3,059,503  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 9,985,765
b Gross sales price for all assets on line 6a 177,660,194
7 Capital gain net income (from Part IV, line 2)... 155,809,324
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)....... 1,975,656 1,975,656  
12 Total. Add lines 1 through 11........ 160,910,967 160,883,835  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions) 2,180,015 5,000   15
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 340,248 307,275   31,708
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,520,263 312,275   31,723
25 Contributions, gifts, grants paid........ 23,831,000 23,831,000
26 Total expenses and disbursements. Add lines 24 and 25 26,351,263 312,275   23,862,723
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 134,559,704
b Net investment income (if negative, enter -0-) 160,571,560
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............... 202,774 447,227 447,227
2 Savings and temporary cash investments.......... 1,490,453 36,658,337 36,658,337
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) bullet438,589
Less: allowance for doubtful accounts bullet0 683,412 438,589 438,589
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 3,801,617 Click to see attachment10,663,971 10,666,169
b Investments—corporate stock (attach schedule)........ 3,789,062 Click to see attachment22,701,968 24,349,741
c Investments—corporate bonds (attach schedule)........ 12,036,569 Click to see attachment54,225,581 54,517,729
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 48,092,720 Click to see attachment79,535,635 88,687,091
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) 70,096,607 204,671,308 215,764,883
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 70,115,335 204,675,036
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds -18,728 -3,728
30 Total net assets or fund balances (see page 17 of the
instructions).................... 70,096,607 204,671,308
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 70,096,607 204,671,308
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 70,096,607
2 Enter amount from Part I, line 27a..................... 2 134,559,704
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 15,000
4 Add lines 1, 2, and 3.......................... 4 204,671,311
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 3
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 204,671,308
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 PUBLICLY TRADED SECURITIES 757-8 P    
b PUBLICLY TRADED SECURITIES 735-3 P    
c PUBLICLY TRADED SECURITIES 283-0 P    
d PUBLICLY TRADED SECURITIES 290-5 P    
e PUBLICLY TRADED SECURITIES 365-7 P    
PUBLICLY TRADED SECURITIES 888-1 P    
PUBLICLY TRADED SECURITIES 291-3 P    
GLOBAL TACTICAL TRADING II PLC P   2014-03-01
GS LIBERTY HARBOR I P   2014-02-01
PARTNERSHIP PASSTHROUGH GAIN OR LOSS P    
PARTNERSHIP PASSTHROUGH GAIN OR LOSS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 155,916,627   2,251,677 153,664,950
b 2,101,421   1,378,632 722,789
c 103,884   104,671 -787
d 151,822   152,224 -402
e 8,625,074   8,563,460 61,614
8,478,010   8,506,963 -28,953
886,026   889,902 -3,876
4,678   3,341 1,337
205     205
154,538     154,538
1,237,909     1,237,909
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       153,664,950
b       722,789
c       -787
d       -402
e       61,614
      -28,953
      -3,876
      1,337
      205
      154,538
      1,237,909
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 2 155,809,324
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 19,012,684 79,512,963 0.239114
2011 3,506,589 87,923,580 0.039882
2010 4,367,132 88,408,002 0.049397
2009 8,146,757 87,696,768 0.092897
2008 3,028,246 91,427,171 0.033122
2 Total of line 1, column (d) ...................... 2 0.454412
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 0.090882
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 195,700,613
5 Multiply line 4 by line 3....................... 5 17,785,663
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,605,716
7 Add lines 5 and 6......................... 7 19,391,379
8 Enter qualifying distributions from Part XII, line 4.............. 8 23,862,723
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 1,605,716
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 1,605,716
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,605,716
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 2,238,722
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 2,238,722
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 633,006
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet633,006 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIL
    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
    Yes
     
    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 ofbulletROBBINS ASSOCIATES LLC Telephone no.bullet (312) 609-1100
    Located atbullet333 W WACKER DR SUITE 830CHICAGOIL ZIP+4bullet60606
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to
    employee benefit plans
    and deferred compensation
    (e) Expense account,
    other allowances
    HENRY M PAULSON JR TRUSTEE/PART TIME
    0.00
    0 0 0
    C/O RALLC 333 W WACKER 830
    CHICAGO,IL60606
    WENDY J PAULSON TRUSTEE/PART TIME
    0.00
    0 0 0
    C/O RALLC 333 W WACKER 830
    CHICAGO,IL60606
    HENRY MERRITT PAULSON III TRUSTEE/PART TIME
    0.00
    0 0 0
    C/O RALLC 333 W WACKER 830
    CHICAGO,IL60606
    AMANDA CLARK PAULSON TRUSTEE/PART TIME
    0.00
    0 0 0
    C/O RALLC 333 W WACKER 830
    CHICAGO,IL60606
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    GOLDMAN SACHS & CO INVESTMENT MANAGEMENT 286,436
    71 S WACKER DRIVE STE 500
    CHICAGO,IL60606
    ROBBINS & ASSOCIATES LLC ACCOUNTING AND FINANCIAL SERVICES 52,098
    333 W WACKER DR STE 830
    CHICAGO,IL60606
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    9,785,031
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    1,605,716
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,605,716
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    8,179,315
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    8,179,315
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    8,179,315
    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 8,179,315
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 1,011,231
    b From 2009....... 8,146,757
    c From 2010....... 4,367,132
    d From 2011....... 3,506,589
    e From 2012....... 19,039,146
    fTotal of lines 3a through e......... 36,070,855
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 23,862,723
    a Applied to 2012, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions)......
    0
    c Treated as distributions out of corpus (Election
    required—see instructions).........
    Click to see attachment0
    d Applied to 2013 distributable amount..... 8,179,315
    e Remaining amount distributed out of corpus 15,683,408
    5 Excess distributions carryover applied to 2013. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 51,754,263
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............
    0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...
    1,011,231
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......
    50,743,032
    10 Analysis of line 9:
    a Excess from 2009.... 8,146,757
    b Excess from 2010.... 4,367,132
    c Excess from 2011.... 3,506,589
    d Excess from 2012.... 19,039,146
    e Excess from 2013.... 15,683,408
    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).)
    HENRY M PAULSON JR
    WENDY J PAULSON
    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
    AMERICAN BIRD CONSERVANCY
    P O BOX 249 4249 LOUDOUN AVE
    THE PLAINS,VA201980249
      PC UNRESTRICTED GRANT 150,000
    BIRDLIFE INTERNATIONAL
    WELLBROOK COURT GIRTON
    CAMBRIDGE    
    UK
      PC UNRESTRICTED GRANT 200,000
    AUDUBON CHICAGO
    1718 SHERMAN AVENUE SUITE 210
    EVANSTON,IL60201
      PC UNRESTRICTED GRANT 200,000
    BIRDNOTE
    PO BOX 99456
    SEATTLE,WA98139
      PC UNRESTRICTED GRANT 100,000
    CHEETAH CONSERVATION FUND
    PO BOX 2496
    ALEXANDRIA,VA223010496
      PC UNRESTRICTED GRANT 5,000
    CHICAGO WILDERNESS TRUST
    8 SOUTH MICHIGAN AVENUE SUITE 900
    CHICAGO,IL60603
      PC UNRESTRICTED GRANT 5,000
    CITIZENS FOR CONSERVATION
    459 WEST HIGHWAY 22
    BARRINGTON,IL60010
      PC UNRESTRICTED GRANT 25,000
    COASTAL GEORGIA HISTORICAL SOCIETY
    PO BOX 21136
    ST SIMONS ISLAND,GA31522
      PC UNRESTRICTED GRANT 5,000
    CORNELL LAB OF ORNITHOLOGY
    159 SAPSUCKER WOODS ROAD
    ITHACA,NY14850
      PC UNRESTRICTED GRANT 50,000
    EARTHJUSTICE
    50 CALIFORNIA STREET SUITE 500
    SAN FRANCISCO,CA94111
      PC UNRESTRICTED GRANT 15,000
    ENVIRONMENTAL DEFENSE
    257 PARK AVENUE SOUTH
    NEW YORK,NY10010
      PC UNRESTRICTED GRANT 15,000
    ENVIRONMENTAL LAW AND POLICY CENTER
    35 EAST WACKER DRIVE SUITE 1600
    CHICAGO,IL606012110
      PC UNRESTRICTED GRANT 20,000
    FRIENDS OF NACHUSA GRASSLANDS
    8772 S LOWDEN ROAD
    FRANKLIN GROVE,IL61031
      PC UNRESTRICTED GRANT 5,000
    FRIENDS OF THE CHICAGO RIVER
    411 S WELLS ST 800
    CHICAGO,IL60607
      PC UNRESTRICTED GRANT 5,000
    FRIENDS OF THE FOREST PRESERVES
    542 S DEARBORN ST 400
    CHICAGO,IL606053500
      PC UNRESTRICTED GRANT 5,000
    GLOBAL GREENGRANTS FUND
    2840 WILDERNESS PLACE SUITE A
    BOULDER,CO80301
      PC UNRESTRICTED GRANT 10,000
    GOLDMAN SACHS PHILANTHROPY FUND
    PO BOX 15203
    ALBANY,NY122125203
      PC THE PAULSON FAMILY FUND 20,000,000
    INTERNATIONAL CRANE FOUNDATION
    E-11376 SHADY LANE ROAD PO BOX 447
    BARABOO,WI53913
      PC UNRESTRICTED GRANT 50,000
    ISLAND CONSERVATION
    2161 DELAWARE AVE SUITE A
    SANTA CRUZ,CA95060
      PC UNRESTRICTED GRANT 100,000
    ISLAND PRESS
    2000 M STREET NW 650
    WASHINGTON,DC20036
      PC UNRESTRICTED GRANT 50,000
    KEYSTONE SCIENCE SCHOOL
    1053 SODA RIDGE RD
    KEYSTONE,CO80435
      PC UNRESTRICTED GRANT 15,000
    LAND TRUST ALLIANCE
    1660 L STREET NW SUITE 1100
    WASHINGTON,DC200365635
      PC UNRESTRICTED GRANT 100,000
    MANOMET CENTER FOR CONSERVATION
    PO BOX 1770
    MANOMET,MA02345
      PC SHOREBIRD RECOVERY PROJECT 25,000
    NATIONAL AUDUBON SOCIETY
    PO BOX 265
    ETNA,NY13062
      PC PROJECT PUFFIN 5,000
    NATIONAL PARKS CONSERVATION ASSOCIATION
    777 6TH STREET NW SUITE 700
    WASHINGTON,DC20001
      PC LANDSCAPES & LANDMARKS PROJECT 10,000
    NATIONAL PARKS CONSERVATION ASSOCIATION
    777 6TH STREET NW SUITE 700
    WASHINGTON,DC20001
      PC UNRESTRICTED GRANT 50,000
    NATIONAL TRUST FOR HISTORIC PRESERVATION
    1785 MASSACHUSETTS AVENUE NW
    WASHINGTON,DC20036
      PC UNRESTRICTED GRANT 10,000
    NATURESERVE
    4600 N FAIRFAX 7TH FLOOR
    ARLINGTON,VA22203
      PC UNRESTRICTED GRANT 25,000
    OPENLANDS
    25 E WASHINGTON STREET SUITE 1650
    CHICAGO,IL60602
      PC UNRESTRICTED GRANT 100,000
    OWL RESEARCH INSTITUTE
    PO BOX 39
    CHARLO,MT59824
      PC UNRESTRICTED GRANT 10,000
    PANTHERA
    8 WEST 40TH STREET 18TH FLOOR
    NEW YORK,NY10018
      PC UNRESTRICTED GRANT 75,000
    RAILS TO TRAILS CONSERVANCY
    THE DUKE ELLINGTON BUILDING 2121
    WARD CT NW 5TH FLOOR
    WASHINGTON,DC20037
      PC UNRESTRICTED GRANT 15,000
    RAINFOREST ALLIANCE
    233 BROADWAY 28TH FLOOR
    NEW YORK,NY10279
      PC UNRESTRICTED GRANT 25,000
    ST SIMON'S LAND TRUST
    PO BOX 24615
    ST SIMONS ISLAND,GA315229981
      PC UNRESTRICTED GRANT 11,000
    STUDENT CONSERVATION ASSOCIATION
    PO BOX 550
    CHARLESTOWN,NH036030550
      PC UNRESTRICTED GRANT 200,000
    THE CCF - MAGGIE C DALEY PARK
    CHICAGO COMMUNITY TRUST 225 N
    MICHIGAN AVENUE 2200
    CHICAGO,IL60601
      PC UNRESTRICTED GRANT 250,000
    THE FIELD MUSEUM ECCO
    1400 S LAKE SHORE DRIVE
    CHICAGO,IL606052496
      PC ECCO ENDOWMENT 200,000
    THE NATURE CONSERVANCY
    4245 N FAIRFAX DRIVE SUITE 100
    ARLINGTON,VA22203
      PC UNRESTRICTED GRANT 1,500,000
    THE NATURE CONSERVANCY - CO
    2424 SPRUCE STREET
    BOULDER,CO80302
      PC UNRESTRICTED GRANT 15,000
    THE NATURE CONSERVANCY-OREGON
    821 SE 14TH AVENUE
    PORTLAND,OR97214
      PC UNRESTRICTED GRANT 50,000
    THE PEREGRINE FUND
    5668 WEST FLYING HAWK LANE
    BOISE,ID83709
      PC UNRESTRICTED GRANT 25,000
    THE WILDERNESS SOCIETY
    1615 M STREET NW
    WASHINGTON,DC20036
      PC UNRESTRICTED GRANT 20,000
    THORNE NATURE EXPERIENCE
    PO BOX 191907
    BOULDER,CO80308
      PC UNRESTRICTED GRANT 10,000
    VERMONT CENTER FOR ECOSTUDIES
    PO BOX 420
    NORWICH,VT05055
      PC UNRESTRICTED GRANT 25,000
    WILD SALMON CENTER
    721 NW NINTH AVE SUITE 300
    PORTLAND,OR97209
      PC UNRESTRICTED GRANT 10,000
    WILDLIFE CONSERVATION FUND
    GEORGIA DEPT OF NATURAL RESOURCES
    ATTN MELISSA CUMMINGS
    SOCIAL CIRCLE,GA30025
      PC UNRESTRICTED GRANT 10,000
    WORLD WILDLIFE FUND
    1250 24TH STREET NW
    WASHINGTON,DC200371193
      PC UNRESTRICTED GRANT 25,000
    Total .................................bullet 3a 23,831,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............
        14 39,352  
    4 Dividends and interest from securities....     14 3,059,503  
    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.....     01 1,975,656  
    8
    Gain or (loss) from sales of assets other than inventory .............
        18 9,985,765  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 15,060,276 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    1315,060,276
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







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


    Software ID:  
    Software Version:  


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

    94-2988627
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




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

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 2
    Name of organization
    THE BOBOLINK FOUNDATION
     
    Employer identification number

    94-2988627
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
     
     

    HENRY M PAULSON JR  
    C/O RALLC 333 W WACKER DR STE 830
     
    CHICAGO, IL60606

    $145,850,691


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
     
     

    HENRY M PAULSON JR  
    C/O RALLC 333 W WACKER DR STE 830
     
    CHICAGO, IL60606

    $145,850,691


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    3
     
     

    HENRY M PAULSON JR  
    C/O RALLC 333 W WACKER DR STE 830
     
    CHICAGO, IL60606

    $145,850,691


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

    HENRY M PAULSON JR  
    C/O RALLC 333 W WACKER DR STE 830
     
    CHICAGO, IL60606

    $145,850,691


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    5
     
     

    HENRY M PAULSON JR  
    C/O RALLC 333 W WACKER DR STE 830
     
    CHICAGO, IL60606

    $145,850,691


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    6
     
     

    HENRY M PAULSON JR  
    C/O RALLC 333 W WACKER DR STE 830
     
    CHICAGO, IL60606

    $145,850,691


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Name of organization
    THE BOBOLINK FOUNDATION
     
    Employer identification number

    94-2988627
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    7
     
     

    HENRY M PAULSON JR  
    C/O RALLC 333 W WACKER DR STE 830
     
    CHICAGO, IL60606

    $145,850,691


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    8
     
     

    HENRY M PAULSON JR  
    C/O RALLC 333 W WACKER DR STE 830
     
    CHICAGO, IL60606

    $145,850,691


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    9
     
     

    HENRY M PAULSON JR  
    C/O RALLC 333 W WACKER DR STE 830
     
    CHICAGO, IL60606

    $145,850,691


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    10
     
     

    HENRY M PAULSON JR  
    C/O RALLC 333 W WACKER DR STE 830
     
    CHICAGO, IL60606

    $145,850,691


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    11
     
     

    HENRY M PAULSON JR  
    C/O RALLC 333 W WACKER DR STE 830
     
    CHICAGO, IL60606

    $145,850,691


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

       
     
     

    $  


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

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 3
    Name of organization
    THE BOBOLINK FOUNDATION
     
    Employer identification number

    94-2988627
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    163,609.000 SHS OF I SHARES RUSSELL 1000 VALUE INDEX FUND (IWD) $14,000,022 2013-06-18
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    2
    235,641.000 SHARES OF COLUMBIA ACORN FUND (ACRNX) ON 06-21-13 $7,677,184 2013-06-21
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    3
    175,868.629 SHARES OF HARBOR INTERNATIONAL FUND (HAINX) $10,909,131 2013-06-21
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    4
    1,367,366.000 SHARES OF PIMCO TOTAL RETURN (PTTRX) $14,617,143 2013-06-21
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    5
    604,318.553 SHARES OF SELECTED AMERICAN SHARES (SLASX) $28,511,749 2013-06-21
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    6
    2,251,179.344 SHARES OF TWC DIVIDEND FOC (TGIGX) $31,516,511 2013-06-21
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Name of organization
    THE BOBOLINK FOUNDATION
     
    Employer identification number

    94-2988627
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    7
    240,716.000 SHARES OF THORNBURG INTERNATIONAL VALUE (TGVIX) $6,711,162 2013-06-21
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    8
    875,657.000 SHARES OF WESTERN ASSET COR PLUS FD INS (WACPX) $9,824,872 2013-06-21
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    9
    139,665.000 SHARES OF THIRD AVENUE VALUE (TAVFX) $7,286,323 2013-06-24
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    10
    474,296.452 SHARES OF VANGUARD INTERMEDIATE TERM (VIBSX) $5,331,092 2013-06-24
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    11
    259,471.000 SHARES OF VANGUARD GROWTH INDEX (VIGSX) $9,465,502 2013-06-24
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    Name of organization
    THE BOBOLINK FOUNDATION
     
    Employer identification number

    94-2988627
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  

    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2013 DistributionFromCorpusElection
    Name:
    THE BOBOLINK FOUNDATION
    EIN: 94-2988627
    Election:
    PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2) , THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.SIGNED:______________________________ DATE: _______________ HENRY M. PAULSON, JR., TRUSTEE

    TY 2013 GeneralExplanationAttachment
    Name:
    THE BOBOLINK FOUNDATION
    EIN: 94-2988627
    Identifier Return Reference Explanation
      FORM 990-PF, PART VII-A, LINE 12 THE FOUNDATION MADE A GRANT TO THE GOLDMAN SACHS PHILANTHROPY FUND AND TREATED THIS AS A QUALIFYING DISTRIBUTION IN FISCAL YEAR ENDING 3/31/2014 (SEE PART XV, LINE 3A). THE DISTRIBUTIONS OUT OF THIS FUND WILL BE USED TO ACCOMPLISH CHARITABLE PURPOSES DESCRIBED UNDER IRC SECTION 170(C)(2)(B).
    SUPPLEMENTAL INFORMATION, OVERFLOW FORM 926, PART IV, LEG IMMOBILIEN AG THE GAIN RECOGNIZED ON THE TRANSFER OF THE APPRECIATED PROPERTY WAS THE RESULT OF:(1) CERTAIN ASSETS IN THE PORTFOLIO UNABLE TO MEET THE ACTIVE TRADE OR BUSINESS EXCEPTION UNDER IRC SEC. 367(A)(3)(A), AND(2) THE TRANSFER OF CERTAIN TAINTED ASSETS INELIGIBLE FOR THE ACTIVE FOREIGN BUSINESS EXCEPTION UNDER IRC SEC. 367(A)(3)(B).STATEMENT PURSUANT TO TREASURY REGULATION SEC. 1.351-3(A):(1) THE NAME AND EMPLOYER IDENTIFICATTION NUMBER OF THE TRANSFEREE CORPORATION: LEG IMMOBILIEN AG (FKA LEG IMMOBILIEN GMBH)EIN: FOREIGNUS(2) THE DATE OF THE TRANSFER OF ASSETS: 1/17/2013(3) THE AGGREGATE FAIR MARKET VALUE AND BASIS OF THE PROPERTY TRANSFERRED IN THE EXCHANGE: AGGREGATE FMV: $ 12,068AGGREGATE BASIS: $ 2,943(4) THE DATE AND CONTROL NUMBER OF ANY PRIVATE LETTER RULING ISSUED BY THE INTERNALREVENUE SERVICE IN CONNECTION WITH THE IRC SEC. 351 EXCHANGE: N/ADETAIL FOR FORM 926, PART IV, ITEM 13AONE OF THE PARTNERSHIPS THAT WAS TRANSFERRED INTO THE FOREIGN CORPORATION HOLDS INVENTORY THAT IS TAINTED PROPERTY DESCRIBED UNDER TREASURY REGULATIONS SEC. 1.367(A)-5T(B)(1).(1) FMV: $ 513(2) BASIS: $125(3) GAIN RECOGNIZED: $388

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    THE BOBOLINK FOUNDATION
    EIN: 94-2988627
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AGILENT TECHNOLOGIES, INC. 6.5% 11/01/2017 SR LIEN M-W+35.00BP 116,177 114,979
    AMERICA MOVIL SAB DE CV 2.375% 09/08/2016 USD SR LIEN M-W+25.00BP 1,524,360 1,543,500
    AMERICAN EXPRESS CREDIT CORP MTN 2.375% 03/24/2017 SR LIEN 129,586 129,470
    AMERICAN EXPRESS CREDIT CORP MTN 2.8% 09/19/2016 SER D SR LIEN 1,603,340 1,616,495
    AMERICAN INTERNATIONAL GROUP, 5.45% 05/18/2017 USD SR LIEN 111,596 111,594
    AMGEN INC. 4.85% 11/18/2014 USD 101,849 102,615
    ANDREW W MELLON FOUNDATION 3.95% 08/01/2014 M-W+20.00BP 100,681 101,213
    ANHEUSER-BUSCH INBEV WORLDWIDE 1.375% 07/15/2017 SR LIEN M-W+12.50BP 1,175,632 1,176,727
    AT&T INC. 0.8% 12/01/2015 SR LIEN M-W+10.00BP 1,498,228 1,500,990
    BECTON, DICKINSON AND COMPANY 1.75% 11/08/2016 SR LIEN M-W+15.00BP 24,992 25,557
    BLACKROCK, INC. 3.5% 12/10/2014 SR LIEN M-W+20.00BP 1,222,824 1,225,824
    BRITISH COLUMBIA HER MAJESTY T 2.1% 05/18/2016 1,026,963 1,031,570
    CAMPBELL SOUP COMPANY FRN 08/01/2014 USLIB 3MO +30.00BP SR LIEN CPN 05/01/14 25,000 25,021
    CANADIAN IMPERIAL BK OF COMM 2.35% 12/11/2015 SR LIEN 251,093 257,268
    CAPITAL ONE FINANCIAL CORP 1.0% 11/06/2015 SR LIEN 99,686 100,142
    CAPITAL ONE FINANCIAL CORPORAT 7.375% 05/23/2014 USD SR LIEN 75,548 75,728
    CATERPILLAR FINANCIAL SERVICES MTN 1.25% 11/06/2017 1,483,932 1,488,555
    CIGNA CORPORATION 2.75% 11/15/2016 SR LIEN M-W+30.00BP 1,058,786 1,067,958
    CITIGROUP INC. 6.125% 11/21/2017 519,611 515,255
    CNA FINANCIAL CORPORATION 6.5% 08/15/2016 SR LIEN M-W+25.00BP 1,663,659 1,683,795
    COMCAST CORPORATION 5.875% 02/15/2018 M-W+20.00BP 1,402,880 1,402,637
    COVENTRY HEALTH CARE, INC. 6.3% 08/15/2014 26,496 26,529
    CVS CAREMARK CORPORATION 5.75% 06/01/2017 USD SR LIEN M-W+20.00BP 1,681,855 1,696,620
    DIRECTV HOLDINGS LLC 3.5% 03/01/2016 SR LIEN M-W+20.00BP 1,372,958 1,384,970
    EASTMAN CHEMICAL COMPANY 2.4% 06/01/2017 51,553 50,950
    EMC CORPORATION 1.875% 06/01/2018 SR LIEN M-W+15.00BP 1,197,456 1,199,196
    EXPRESS SCRIPTS HOLDING CO 2.75% 11/21/2014 SER B SR LIEN M-W+35.00BP 1,012,428 1,014,550
    FORD MOTOR CREDIT COMPANY LLC 5.0% 05/15/2018 USD SR LIEN 1,099,024 1,103,730
    GENERAL ELEC CAP CORP MTN 5.625% 09/15/2017 SER A SR LIEN 903,327 907,688
    GENERAL ELECTRIC COMPANY 5.25% 12/06/2017 SR LIEN 787,555 793,261
    HEALTH CARE REIT, INC. 4.7% 09/15/2017 SR LIEN M-W+40.00BP 165,097 163,913
    INTRCONTINENTALXCHNG GROUP INC 2.5% 10/15/2018 SR LIEN M-W+20.00BP 1,507,700 1,515,975
    JP MORGAN CHASE BANK NA 6.0% 10/01/2017 BANK NOTES 1,122,975 1,139,120
    JPMORGAN CHASE & CO. 4.65% 06/01/2014 301,136 302,094
    JPMORGAN CHASE & CO. MTN 1.875% 03/20/2015 49,965 50,636
    MCKESSON CORPORATION 1.4% 03/15/2018 SR LIEN M-W+10.00BP 74,919 73,127
    MELLON FUNDING CORPORATION 5.0% 12/01/2014 SUB LIEN M-W+20.00BP 101,845 102,974
    MERRILL LYNCH & CO., INC. 6.875% 04/25/2018 324,746 324,310
    MERRILL LYNCH & CO., INC. MTN 5.45% 07/15/2014 USD 302,199 304,215
    MORGAN STANLEY MTN 5.75% 10/18/2016 SER F SR LIEN M-W+15.00BP 109,249 110,983
    MORGAN STANLEY MTN 6.625% 04/01/2018 SER F SR LIEN M-W+50.00BP 466,662 466,304
    NETAPP, INC. 2.0% 12/15/2017 SR LIEN M-W+25.00BP 1,036,237 1,060,910
    NEWS AMERICA INCORPORATED 5.3% 12/15/2014 USD 25,713 25,850
    NEXTERA ENERGY CAPITAL HOLDING 1.611% 06/01/2014 SR LIEN 25,007 25,048
    OMNICOM GROUP INC. 5.9% 04/15/2016 SR LIEN 1,095,567 1,093,910
    ONTARIO (PROVINCE OF) 1.0% 07/22/2016 SR LIEN 1,501,871 1,507,815
    ORACLE CORPORATION 5.75% 04/15/2018 SR LIEN M-W+35.00BP 1,732,976 1,726,875
    PNC BANK, NATIONAL ASSOCIATION MTN 1.3% 10/03/2016 SR LIEN 999,080 1,006,910
    PNC FUNDING CORP 2.7% 09/19/2016 130,142 129,921
    PRAXAIR, INC 1.05% 11/07/2017 SR LIEN M-W+5.00BP 74,971 73,490
    PRUDENTIAL FINANCIAL, INC. FRN 08/15/2018 USD SER FRN USLIB 3MO +78.00BP SR 750,000 750,983
    SIMON PROPERTY GROUP LP 4.2% 02/01/2015 M-W+30.00BP 1,477,786 1,480,407
    SYMANTEC CORPORATION 2.75% 06/15/2017 SR LIEN M-W+35.00BP 1,013,715 1,027,780
    TD AMERITRADE HOLDING CORP 4.15% 12/01/2014 M-W+30.00BP 1,023,583 1,024,490
    THE BEAR STEARNS COMPANIES INC 6.4% 10/02/2017 USD SR LIEN 232,406 230,834
    THE HOME DEPOT, INC. 2.25% 09/10/2018 SR LIEN M-W+10.00BP 998,590 1,011,150
    THE TORONTO-DOMINION BANK FRN 09/09/2016 USD USLIB 3MO +46.00BP SR LIEN CPN 1,500,000 1,506,960
    TOTAL CAPITAL 3.125% 10/02/2015 SR LIEN M-W+15.00BP 1,553,219 1,558,665
    TOYOTA MOTOR CREDIT CORPORATIO MTN 2.0% 09/15/2016 M-W+20.00BP 1,536,086 1,539,885
    U.S. BANCORP FRN 11/15/2018 USD SER USLIB 3MO +49.00BP SR LIEN CPN 05/15/14- 875,000 876,593
    UNITEDHEALTH GROUP INC 0.85% 10/15/2015 SR LIEN M-W+10.00BP 1,502,916 1,506,405
    UNITEDHEALTH GROUP INC 1.4% 10/15/2017 SR LIEN M-W+10.00BP 50,212 49,865
    VENTAS REALTY LP/ CAP CORP 1.55% 09/26/2016 SR LIEN M-W+15.00BP 999,100 1,008,770
    VERIZON COMMUNICATIONS INC. 2.5% 09/15/2016 SR LIEN M-W+30.00BP 1,518,347 1,553,205
    WACHOVIA CORPORATION 5.75% 06/15/2017 SR LIEN 340,378 340,905
    WALGREEN CO. 1.8% 09/15/2017 101,423 100,672
    WELLPOINT, INC. 1.25% 09/10/2015 SR LIEN M-W+15.00BP 1,510,892 1,510,050
    WELLS FARGO & COMPANY 5.625% 12/11/2017 1,191,898 1,197,662
    WESTPAC BANKING CORPORATION 0.95% 01/12/2016 SR LIEN 49,943 50,256
    WESTPAC BANKING CORPORATION FRN 07/30/2018 USD USLIB 3MO +74.00BP SR LIEN CP 1,502,955 1,513,425

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    THE BOBOLINK FOUNDATION
    EIN: 94-2988627
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AMERICAN INTL GROUP, INC. CMN 320,387 420,084
    AON PLC CMN 331,780 345,548
    APPLE INC. CMN 319,455 322,044
    APPLIED MATERIALS INC CMN 178,087 313,370
    BLACKROCK, INC. CMN 238,891 283,032
    CARMAX, INC. CMN 72,666 107,640
    CBRE GROUP INC CMN 250,066 246,870
    DRESSER-RAND GROUP INC. CMN 126,357 147,485
    FAMILY DOLLAR STORES INC CMN 257,641 249,443
    FRANKLIN RESOURCES INC CMN 246,076 335,916
    GAMING AND LEISURE PROP, INC. CMN 157,952 187,441
    GENERAL MOTORS COMPANY CMN 348,355 382,062
    INTEL CORPORATION CMN 303,871 358,815
    JPMORGAN CHASE & CO CMN 277,088 443,183
    NATIONAL OILWELL VARCO, INC. COMMON STOCK CMN 307,929 350,415
    ORACLE CORPORATION CMN 311,052 388,645
    PENN NATIONAL GAMING INC CMN 47,557 62,832
    RALPH LAUREN CORP CMN CLASS A 271,461 281,628
    STARWOOD HOTELS & RESORTS CMN 186,888 286,560
    TIFFANY & CO CMN 117,632 172,300
    VISA INC. CMN CLASS A 120,630 280,618
    WELLS FARGO & CO (NEW) CMN 273,364 467,556
    3M COMPANY CMN 92,894 91,571
    ABAXIS INC CMN 68,932 66,485
    ADVISORY BRD CO CMN 89,945 95,090
    ANSYS INC CMN 108,219 97,430
    ATHENAHEALTH, INC. CMN 130,056 158,638
    BEACON ROOFING SUPPLY, INC. CMN 149,232 144,975
    BIO REFERENCE LABORATORIES INC CMN 64,837 73,906
    BURBERRY GROUP PLC SPONSORED ADR CMN 85,021 79,537
    CABOT MICROELECTRONICS CORP CMN 68,321 65,560
    CEPHEID INC CMN 253,454 284,980
    CHEMED CORP CMN 116,725 137,306
    CISCO SYSTEMS, INC. CMN 80,775 81,927
    CONCUR TECHNOLOGIES INC CMN 101,328 98,575
    COSTAR GROUP INC CMN 157,965 162,464
    CREE, INC. CMN 99,619 91,062
    DEALERTRACK TECHNOLOGIES, INC. CMN 112,171 115,105
    ECOLAB INC CMN 195,995 207,881
    FASTENAL CO CMN 139,721 149,872
    FISERV INC CMN 147,762 143,993
    GENTEX CORP CMN 136,013 132,741
    GOOGLE, INC. CMN CLASS A 122,043 122,596
    GRAND CANYON EDUCATION, INC. CMN 157,596 165,785
    IHS, INC. CMN CLASS A 144,697 151,875
    IPC - THE HOSPITALIST COMPANY CMN 107,337 92,761
    JOHNSON CONTROLS INC CMN 90,294 84,939
    LINEAR TECHNOLOGY CORP CMN 231,303 247,832
    LKQ CORPORATION CMN 217,237 179,575
    MDU RESOURCES GROUP INC CMN 126,767 145,818
    MEDNAX INC CMN 178,638 208,563
    MICROSOFT CORPORATION CMN 163,106 184,045
    NATIONAL INSTRUMENTS CORP CMN 145,834 135,991
    NEOGEN CORP CMN 102,987 105,633
    PATTERSON COMPANIES INC CMN 79,476 81,014
    PERRIGO CO PLC CMN 95,252 95,889
    PORTFOLIO RECOVERY ASSOCS INC CMN 114,624 127,003
    POWER INTEGRATIONS INC CMN 80,808 96,039
    PRAXAIR, INC CMN SERIES 105,494 106,741
    PROTO LABS INC CMN 120,745 113,347
    QUALCOMM INC CMN 79,599 86,352
    RITCHIE BROS. AUCTIONEERS INC CMN 120,473 125,959
    ROCHE HOLDING AG ADR B SHS(NOM CHF 100) VAL 224.184 73,077 78,373
    ROCKWOOD HOLDINGS, INC. CMN 88,269 92,628
    ROLLINS INC. CMN 108,103 109,620
    ROPER INDS INC (NEW) CMN 115,794 112,148
    STAPLES, INC. CMN 101,940 74,164
    STARBUCKS CORP. CMN 240,582 231,881
    STERICYCLE INC CMN 209,593 207,925
    TARGET CORPORATION CMN 69,273 66,561
    ULTIMATE SOFTWARE GROUP INC CMN 118,824 107,545
    UNITED NATURAL FOODS INC CMN 81,156 77,657
    VMWARE INC. CMN CLASS A 87,456 105,860
    WAL MART STORES INC CMN 80,058 78,341
    ABERDEEN ASSET MANAGEMENT PLC ADR CMN 340,849 330,894
    APPLE, INC. CMN 397,359 393,967
    CHECK POINT SOFTWARE TECH. LTD ORDINARY SHARES 91,696 96,373
    CHUBB CORP CMN 207,375 197,532
    CISCO SYSTEMS, INC. CMN 227,051 230,023
    COCA-COLA COMPANY (THE) CMN 206,033 197,553
    DISCOVERY COMMUNICATIONS, INC. CMN 234,722 224,630
    DOVER CORPORATION CMN 159,416 166,361
    EBAY INC. CMN 257,043 274,874
    EVEREST RE GROUP LTD CMN 299,708 303,345
    EXPRESS SCRIPTS HOLDINGS CMN 87,753 94,388
    FRANKLIN RESOURCES INC CMN 339,775 323,617
    INTERCONTINENTAL HOTELS GROUP PLC SPONSORED ADR CMN 165,201 163,393
    LVMH MOET HENNESSY LOUIS VUITTON S.A. ADR CMN 65,076 67,434
    MARRIOTT INTERNATIONAL, INC. CMN CLASS A 177,288 204,809
    MASTERCARD INCORPORATED CMN CLASS A 277,583 252,860
    NASDAQ OMX GROUP, INC. CMN 195,307 180,526
    ORACLE CORPORATION CMN 433,214 471,488
    PARKER-HANNIFIN CORP. CMN 69,095 65,242
    QUALCOMM INC CMN 282,255 305,740
    STARWOOD HOTELS & RESORTS CMN 324,771 329,862
    TESCO PLC (SPONSORED) ADR SPONSORED ADR CMN 308,566 278,386
    THE BANK OF NY MELLON CORP CMN 210,655 208,776
    TIME WARNER INC. CMN 187,691 186,582
    UNILEVER N.V. NY SHS (NEW) ADR CMN 195,091 203,626
    VERIZON COMMUNICATIONS INC. CMN 162,377 162,071
    VISA INC. CMN CLASS A 193,819 189,525
    WALT DISNEY COMPANY (THE) CMN 149,563 157,978
    WELLPOINT, INC. CMN 229,287 249,373
    ABERCROMBIE & FITCH CO. CLASS A COMMON STOCK 67,417 79,618
    ABM INDUSTRIES INC CMN 22,936 23,251
    ACTUANT CORP CMN CLASS A 47,296 45,351
    AEGION CORPORATION CMN 37,833 45,988
    AEROPOSTALE, INC. CMN 11,533 6,426
    AMERICAN CAPITAL MORTGAGE INVESTMENT CORP CMN 14,149 14,641
    AMERICAN EAGLE OUTFITTERS INC (NEW) 23,459 19,107
    AMERICAN RESIDENTIAL PROPERTIE CMN 18,794 19,616
    AMSURG CORPORATION CMN 24,952 26,224
    ANIXTER INTERNATIONAL INC CMN 36,225 41,116
    ANWORTH MORTGAGE ASSET CORP CMN 14,411 16,279
    APOLLO INVESTMENT CORPORATION MUTUAL FUND 8,371 8,111
    ARES COMMERCIAL REAL ESTATE CO CMN 33,516 33,726
    ARMOUR RESIDENTIAL REIT INC CMN 9,879 9,929
    ASBURY AUTOMOTIVE GROUP, INC. CMN 65,449 68,695
    ASCENA RETAIL GROUP INC CMN 53,752 41,247
    BELDEN INC CMN 73,705 73,985
    BOOZ ALLEN HAMILTON HOLDING CORPORATION CMN 22,392 26,092
    BRADY CORP CLASS-A CMN CLASS A 30,180 26,200
    BRINK'S COMPANY (THE) CMN 59,871 50,591
    BRISTOW GROUP INC. CMN 33,596 33,606
    CABOT CORP. CMN 34,095 39,629
    CENTENE CORPORATION CMN 40,558 43,015
    CHATHAM LODGING TR CMN 13,185 13,244
    CHEMED CORP CMN 44,056 52,239
    CLOUD PEAK ENERGY INC CMN 25,093 25,389
    COLONY FINANCIAL INC. CMN 12,953 13,653
    COLUMBIA BKG SYS INC CMN 41,034 43,493
    CONTANGO OIL & GAS COMPANY CMN 13,348 13,845
    CUBIC CORP (DELAWARE) CMN 25,304 25,944
    CURTISS-WRIGHT CORP CMN 28,677 30,118
    CYS INVESTMENTS INC CMN 47,343 50,419
    DIANA SHIPPING INC CMN 22,746 20,851
    DREW INDUSTRIES INC NEW CMN 39,641 42,601
    ELECTRONICS FOR IMAGING INC. CMN 36,953 41,924
    ENERSYS CMN 88,703 88,830
    FIFTH STREET FINANCE CORP MUTUAL FUND 27,851 28,389
    FINISH LINE INC CL-A CMN CLASS A 85,547 81,595
    FIRST AMERICAN FIN CORP CMN 72,443 70,039
    FIRST CITIZENS BANKSHARES CL A CMN CLASS A 36,410 39,724
    FORUM ENERGY TECHNOLOGIES INC CMN 22,307 24,877
    FRESH DEL MONTE PRODUCE INC. ORDINARY SHARES 18,813 18,720
    FTD COMPANIES, INC. CMN 36,443 35,850
    FTI CONSULTING, INC. CMN 51,805 43,275
    G & K SERVICES INC (CL-A) CMN CLASS A 26,848 26,609
    GLOBAL INDEMNITY PLC CMN 15,042 16,278
    GLOBE SPECIALTY METALS INC CMN 36,936 42,785
    GRANITE CONSTRUCTION INC. CMN 38,561 45,241
    GRAPHIC PACKAGING HLDGCO CMN 74,845 82,306
    GROUP 1 AUTOMOTIVE, INC. CMN 43,375 41,431
    HANGER INC CMN 47,783 41,359
    HANOVER INSURANCE GROUP INC CMN 41,087 42,271
    HATTERAS FINANCIAL CORP. CMN 44,413 48,143
    HEIDRICK & STRUGGLES INC. CMN 21,046 20,853
    HELIX ENERGY SOLUTNS GROUP INC CMN 19,860 20,085
    HILLENBRAND, INC. CMN 33,124 37,180
    HUNTINGTON INGALLS INDUSTRIES, INC. 54,044 61,049
    ICON PUBLIC LIMITED COMPANY CMN 23,492 28,530
    INFINITY PPTY & CAS CORP CMN 17,635 17,110
    INSIGHT ENTERPRISES INC CMN 28,757 32,291
    INTEGRA LIFESCIENCES HOLDING CORPORATION 38,112 36,148
    INTEGRATED DEVICE TECH INC CMN 20,693 25,487
    INTL SPEEDWAY CORP-CL A CMN CLASS A 36,674 35,791
    JAVELIN MORTGAGE INVESTMENT CO CMN 18,039 16,763
    KAR AUCTION SERVICES, INC. CMN 74,501 76,179
    KINDRED HEALTHCARE INC. CMN 55,713 67,684
    KNOLL INC CMN 22,091 22,756
    KORN/FERRY INTERNATIONAL CMN 20,881 24,203
    LANDSTAR SYSTEM INC CMN 13,198 13,739
    LEXMARK INTERNATIONAL INC. CMN CLASS A 19,840 25,506
    LIFEPOINT HOSPITALS INC CMN 26,044 26,675
    LIVE NATION ENTERTAINMENT INC CMN 50,949 53,918
    LSB INDUSTRIES INC CMN 27,917 26,568
    MAIDEN HOLDINGS, LTD. CMN 47,755 54,450
    MATTHEWS INTL CORP CL-A CMN CLASS A 11,852 11,712
    MAXIMUS INC CMN 52,887 56,568
    MENS WEARHOUSE INC (THE) CMN 74,619 70,384
    MFA FINANCIAL INC CMN 56,775 61,744
    MRC GLOBAL INC. CMN 60,526 51,736
    MUELLER INDUSTRIES INC CMN 23,840 23,452
    NATIONSTAR MTG HLDGS INC CMN 46,620 43,367
    NAVIGANT CONSULTING INC CMN 59,825 60,496
    NAVIGATORS GROUP INC CMN 15,218 14,918
    NELNET, INC. CMN CLASS A 22,589 22,618
    NETGEAR, INC. CMN 25,955 26,849
    NU SKIN ENTERPRISES INC CMN CLASS A 48,428 30,157
    OWENS & MINOR INC (NEW) CMN 46,473 45,259
    PAREXEL INTERNATIONAL CORP CMN 27,186 32,292
    PHH CORPORATION CMN 82,634 87,158
    PLATINUM UNDERWRITERS HLDGS CMN 73,627 75,005
    PNM RESOURCES INC CMN 40,535 46,519
    QTS REALTY TRUST, INC. CMN 29,296 29,882
    RENT-A-CENTER INC CMN 41,988 33,649
    RITE AID CORP CMN 22,751 26,566
    ROSETTA RESOURCES INC CMN 36,746 37,217
    RPX CORPORATION CMN 49,239 47,359
    SAFETY INSURANCE GROUP, INC. CMN 14,735 14,163
    SELECT MEDICAL HOLDINGS CORP CMN 27,562 31,349
    SENSIENT TECHNOLOGIES CORP CMN 11,406 13,538
    SILVER BAY REALTY TRUST CORP CMN 18,325 17,429
    SKECHERS USA INC CL-A CMN CLASS A 38,488 41,546
    STANCORP FINANCIAL CORP, INC. CMN 24,842 25,250
    STOCK BUILDING SUPPLY HOLDINGS CMN 35,427 38,994
    SVB FINANCIAL GROUP CMN 36,793 45,974
    SYKES ENTERPRISES INC CMN 46,078 43,515
    SYMETRA FINANCIAL CORPORATION CMN 49,476 52,900
    SYMMETRY MEDICAL INC. CMN 18,982 19,366
    SYNNEX CORPORATION CMN 96,842 93,036
    TAKE TWO INTERACTIVE SOFTWARE INC 37,452 46,667
    TELETECH HOLDINGS INC CMN 20,119 20,932
    TEMPUR SEALY INTERNATIONAL INC CMN 48,058 47,680
    TERADYNE INC CMN 25,499 28,841
    TEREX CORP (NEW) CMN 62,104 69,019
    THOR INDUSTRIES INC CMN 84,800 94,521
    TRIQUINT SEMICONDUCTOR INC CMN 28,238 29,378
    TWO HARBORS INVESTMENT CORP. CMN 68,849 73,657
    UNIVERSAL CORPORATION CMN 39,059 41,470
    VCA ANTECH, INC. CMN 22,372 23,044
    WALKER & DUNLOP, INC. CMN 42,243 43,229
    WALTER INVESTMENT MGMT CORP CMN 38,895 32,932
    WASHINGTON FEDERAL INC CMN 45,340 46,064
    WESCO INTERNATIONAL INC. CMN 69,916 65,078
    WESTERN REFINING, INC. CMN 52,930 49,369
    WORLD FUEL SERVICES CORP CMN 135,026 134,770

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    THE BOBOLINK FOUNDATION
    EIN: 94-2988627
    US Government Securities - End of Year Book Value:

    10,663,971
    US Government Securities - End of Year Fair Market Value:

    10,666,169
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2013 InvestmentsOtherSchedule2
    Name:
    THE BOBOLINK FOUNDATION
    EIN: 94-2988627
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    GS CAP PART 2000 EMPLOYEE FUND AT COST 419,164 419,164
    GS DIRECT INVESTMENT FUND 2000 AT COST 64,991 64,991
    STONE ST. PEP TECH FUND 2000 AT COST 539,243 539,243
    VINTAGE II EMPLOYEE FUND LP AT COST 145,356 145,356
    GS MEZZANINE PARTNERS III AT COST 58,629 58,629
    DISTRESSED OPPORTUNITIES II EMPL FUND LP AT COST 289,731 289,731
    GS MEZZANINE 2006 AT COST 2,390,507 2,390,507
    DISTRESSED MANAGERS II OFFSHORE HOLDINGS AT COST 178,705 178,705
    GS GLOBAL EQUITY LONG/SHORT CL B FMV 2,928,538 3,729,005
    GS GLOBAL OPPORTUNITIES FUND OFFSHORE CL A2 FMV 2,797,298 4,674,134
    LSV: NON-US EQUITY LLC FMV 8,293,728 9,093,768
    ARTISAN: ALPHA PLUS ADV 2 FMV 8,647,543 10,928,044
    ENERGY PRIVATE EQUITY MANAGERS (CONC) OFFSHORE LP AT COST 1,414,767 1,414,767
    DISTRESSED MANAGERS III OFFSHORE HOLDINGS AT COST 1,021,433 1,021,433
    GS CAP PART VI, LP AT COST 2,725,912 2,725,912
    GSCP VI PARALLEL AIV, L.P. AT COST 200,850 200,850
    MOUNT KELLETT CAPITAL PARTNERS (CAYMAN) CORPORATE ACCESS LP AT COST 2,393,591 2,393,591
    GS REAL ESTATE MEZZANINE PARTNERS (CORPORATE), LP AT COST 107,074 107,074
    WHITEALL PARALLEL GLOBAL REAL ESTATE LP 2007 AT COST 1,784,334 1,784,334
    GS MEZZANINE PARTNERS V OFFSHORE AT COST 1,666,255 1,666,255
    GS INVESTMENT PARTNERS FMV 3,992,904 4,817,275
    VINTAGE FUND V OFFSHORE HOLDINGS, LP AT COST 1,249,235 1,259,235
    GS LIBERTY HARBOR I FMV 2,733,795 3,313,858
    GS GLOBAL TACTICAL TRADING II PLC, A1 FMV 39,598 55,350
    GS GLOBAL TACTICAL TRADING PLC FMV 3,027,936 3,439,564
    LATEEF: DYNAMIC EQUITY LLC FMV 5,365,020 6,663,676
    GS GLOBAL ATLANTIC AT COST 1,496,338 1,496,338
    LIBERTY HARBOR SPV II AT COST 266,205 265,540
    OPPENHEIMER SENIOR FLOATING RATE FUND Y AT COST 5,148,050 5,167,990
    GS STRATEGIC INCOME INSTITUTIONAL SHARES AT COST 5,020,162 5,029,679
    NUVEEN SYMPHONY FLOATING RATE INCOME FUND I AT COST 5,128,743 5,196,291
    OAKMARK INTERNATIONAL CLASS I AT COST 8,000,000 8,156,802

    TY 2013 OtherDecreasesSchedule
    Name:
    THE BOBOLINK FOUNDATION
    EIN: 94-2988627
    Description Amount
    ROUNDING 3


    TY 2013 OtherExpensesSchedule
    Name:
    THE BOBOLINK FOUNDATION
    EIN: 94-2988627
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 286,436 286,436   0
    FINANCIAL PLANNING AND ACCOUNTING 52,098 20,839   31,258
    OTHER FEES 1,714 0   450


    TY 2013 OtherIncomeSchedule2
    Name:
    THE BOBOLINK FOUNDATION
    EIN: 94-2988627
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP NET INVESTMENT INCOME 1,975,656 1,975,656 1,975,656


    TY 2013 OtherIncreasesSchedule
    Name:
    THE BOBOLINK FOUNDATION
    EIN: 94-2988627
    Description Amount
    PRIOR PERIOD ADJUSTMENT 15,000


    TY 2013 TaxesSchedule
    Name:
    THE BOBOLINK FOUNDATION
    EIN: 94-2988627
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX ON NET INVESTMENT INCOME 2,175,000 0   0
    FILING FEES 15 0   15
    UBTI TAX 5,000 5,000   0