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
TRUST UW OLEONDA JAMESON
C/O MCLANE GRAF RAULERSON & MIDDL

Number and street (or P.O. box number if mail is not delivered to street address)11 S MAIN STREETROOM/SUITE 500Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CONCORD, NH03301
A Employer identification number

02-6048930
B Telephone number (see instructions)

(603) 224-0600
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$5,937,464J 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 38,238 38,238  
4 Dividends and interest from securities...... 79,328 79,328  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 279,154
b Gross sales price for all assets on line 6a 1,389,049
7 Capital gain net income (from Part IV, line 2)... 279,154
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 22 22  
12 Total. Add lines 1 through 11........ 396,742 396,742  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 8,995 4,498   4,497
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 1,550 775   775
c Other professional fees (attach schedule).... Click to see attachment 27,391 27,391    
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 2,289 2,289    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 720 25   695
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 40,945 34,978   5,967
25 Contributions, gifts, grants paid........ 290,836 290,836
26 Total expenses and disbursements. Add lines 24 and 25 331,781 34,978   296,803
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 64,961
b Net investment income (if negative, enter -0-) 361,764
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............... 407    
2 Savings and temporary cash investments.......... 486,362 333,437 333,437
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 2,068,585 Click to see attachment2,113,959 3,744,249
c Investments—corporate bonds (attach schedule)........ 934,529 Click to see attachment811,833 825,391
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 588,340 Click to see attachment883,241 1,034,387
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) 4,078,223 4,142,470 5,937,464
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
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.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 4,078,223 4,142,470
30 Total net assets or fund balances (see page 17 of the
instructions).................... 4,078,223 4,142,470
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 4,078,223 4,142,470
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 4,078,223
2 Enter amount from Part I, line 27a..................... 2 64,961
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 4,143,184
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 714
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 4,142,470
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 125000 JOHN DEERE CAPITAL CORP 5.100 P 2007-12-04 2013-01-15
b 2400 CISCO SYSTEMS INC P 2006-11-22 2013-06-12
c 0.75 MALLINCKRODT PLC P 2013-02-15 2013-07-01
d 450 PERRIGO CO PLC P 2012-08-23 2013-12-19
e 50000 GENERAL ELECTRIC CO 5.000% DUE P 2008-11-14 2013-02-01
1000 CISCO SYSTEMS INC P 2013-02-15 2013-06-12
168 MALLINCKRODT PLC P 2013-02-15 2013-07-11
300 PERRIGO CO PLC P 2013-06-12 2013-12-19
650 CHUBB CORPORATION P 1992-09-08 2013-02-15
350 CISCO SYSTEMS INC P 2012-11-13 2013-06-12
100 BORGWARNER INC P 2010-09-10 2013-08-29
300 NIKE INC- B P 2008-05-21 2013-02-15
175 ECOLAB INC P 2009-07-24 2013-06-12
300 COGNIZANT TECH SOLUTIONS CORP-A P 2013-06-12 2013-08-29
50 PEPSICO INC P 2012-05-29 2013-02-15
500 FMC TECHNOLOGIES INC P 2011-06-23 2013-06-12
200 T. ROWE PRICE GROUP INC P 2008-11-13 2013-08-29
300 PEPSICO INC P 2005-04-15 2013-02-15
375 HENRY SCHEIN INC P 2006-07-19 2013-06-12
50000 GE CAP RETAIL BK DRAPER UTAH 1 P 2010-08-31 2013-09-03
350 PROCTER & GAMBLE COMPANY P 1979-06-22 2013-02-15
50 HENRY SCHEIN INC P 2006-05-11 2013-06-12
1600 XYLEM INC P 2011-12-23 2013-09-24
800 ROCHE HOLDINGS-ADR P 2008-05-21 2013-02-15
100 JOHNSON & JOHNSON P 2010-09-10 2013-06-12
800 XYLEM INC P 2003-07-09 2013-09-24
860.149 DODGE & COX INTL STOCK FD P 2007-02-14 2013-02-15
550 MCCORMICK & COMPANY INC P 2008-11-13 2013-06-12
800 XYLEM INC P 2003-10-14 2013-09-24
249.421 DODGE & COX INTL STOCK FD P 2006-11-22 2013-02-15
50 NIKE INC- B P 2008-05-21 2013-06-12
200 COGNIZANT TECH SOLUTIONS CORP-A P 2013-06-12 2013-11-22
25000 DELL INC 4.700% DUE 04-15-13 P 2009-06-05 2013-04-15
250 ROPER INDUSTRIES INC P 2007-09-07 2013-06-12
700 U.S. BANCORP P 2013-02-15 2013-11-22
550 AMPHENOL CORPORATION-A P 2007-02-14 2013-06-12
400 T. ROWE PRICE GROUP INC P 2008-11-13 2013-06-12
1550 VANGUARD FTSE EMERGING MKTS ETF P 2009-11-17 2013-11-22
100 BORGWARNER INC P 2011-06-23 2013-06-12
100 WASTE CONNECTIONS INC P 2012-08-23 2013-06-12
1150 VANGUARD FTSE EMERGING MKTS ETF P 2012-08-23 2013-11-22
100 BORGWARNER INC P 2012-08-23 2013-06-12
600 WASTE CONNECTIONS INC P 2011-02-24 2013-06-12
1100 VANGUARD FTSE EMERGING MKTS ETF P 2009-10-13 2013-11-22
850 CISCO SYSTEMS INC P 2007-02-14 2013-06-12
100 XYLEM INC P 2011-12-23 2013-06-12
75000 WYETH 5.500% DUE 02-01-14 P 2007-12-04 2013-12-16
(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 125,000   127,411 -2,411
b 57,935   64,488 -6,553
c 32   34 -2
d 68,497   48,585 19,912
e 50,000   49,159 841
24,140   20,980 3,160
7,074   7,707 -633
45,665   35,072 10,593
54,313   12,634 41,679
8,449   5,896 2,553
9,777   4,641 5,136
16,465   9,985 6,480
14,695   6,990 7,705
22,213   19,505 2,708
3,679   3,476 203
27,585   19,584 8,001
14,162   6,309 7,853
22,072   16,640 5,432
36,132   17,962 18,170
50,000   50,000  
26,751   790 25,961
4,818   2,363 2,455
43,795   39,856 3,939
44,654   34,729 9,925
8,416   5,995 2,421
21,898   15,029 6,869
31,008   39,343 -8,335
39,266   16,660 22,606
21,898   14,219 7,679
8,992   10,648 -1,656
3,071   1,664 1,407
18,697   13,004 5,693
25,000   25,479 -479
30,196   15,796 14,400
27,165   23,667 3,498
42,181   18,613 23,568
29,431   12,618 16,813
63,770   63,798 -28
8,400   7,434 966
3,992   3,058 934
47,313   47,241 72
8,400   7,019 1,381
23,951   17,258 6,693
45,256   43,813 1,443
20,519   23,452 -2,933
2,697   2,491 206
75,488   76,800 -1,312
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       -2,411
b       -6,553
c       -2
d       19,912
e       841
      3,160
      -633
      10,593
      41,679
      2,553
      5,136
      6,480
      7,705
      2,708
      203
      8,001
      7,853
      5,432
      18,170
       
      25,961
      2,455
      3,939
      9,925
      2,421
      6,869
      -8,335
      22,606
      7,679
      -1,656
      1,407
      5,693
      -479
      14,400
      3,498
      23,568
      16,813
      -28
      966
      934
      72
      1,381
      6,693
      1,443
      -2,933
      206
      -1,312
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 2 279,154
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 30,088
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 180,888 5,082,292 0.035592
2011 324,288 5,362,321 0.060475
2010 146,087 5,051,647 0.028919
2009 246,423 4,510,132 0.054638
2008 293,644 5,199,965 0.056470
2 Total of line 1, column (d) ...................... 2 0.236094
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 0.047219
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 5,033,494
5 Multiply line 4 by line 3....................... 5 237,677
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 3,618
7 Add lines 5 and 6......................... 7 241,295
8 Enter qualifying distributions from Part XII, line 4.............. 8 296,803
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 3,618
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 3,618
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 3,618
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 1,678
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 1,678
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,940
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
 
 
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)
    bulletNH
    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 addressbulletNONE
    14
    The books are in care ofbulletCHARLES F LEAHY Telephone no.bullet (603) 224-0600
    Located atbullet11 S MAIN STREET SUITE 500CONCORDNH ZIP+4bullet03301
    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
    CHARLES F LEAHYClick to see attachment TRUSTEE
    2.00     		8,995 0 0
    11 S MAIN STREET
    CONCORD,NH03301
    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
    251,675
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    3,618
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,618
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    248,057
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    248,057
    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
    248,057
    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 7 248,057
    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....... 52,702
    e From 2012.......  
    fTotal of lines 3a through e......... 52,702
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 296,803
    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..... 248,057
    e Remaining amount distributed out of corpus 48,746
    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 5 101,448
    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 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		101,448
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011.... 52,702
    d Excess from 2012....  
    e Excess from 2013.... 48,746
    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).)
    NONE
    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.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    CHARLES F LEAHY
    MCLANE GRAF RAULERSON MIDDLETON
    11 S MAIN STREET SUITE 500
    CONCORD,NH03301
    (603) 224-0600
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER STATING THE AMOUNT AND PURPOSE OF PROPOSED GRANT AND INFORMTION ABOUT THE APPLICANT.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE INCOME FROM THE TRUST MAY BE USED FOR THE BENEFIT OF THE POOR AND DESTITUTE IN THE STATE OF NEW HAMPSHIRE AND FOR CHARITABLE AND EDUCATIONAL PURPOSES THEREIN.
    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
    ARTS IN REACH
    PO BOX 236
    PORTSMOUTH,NH03802     		NONE PUBLIC GENERAL 5,500
    BIG BROTHERS AND BIG SISTERS
    168 CASTLE STREET
    KEENE,NH03431     		NONE PUBLIC GENERAL 5,000
    BRIDGES - NHCF
    37 PLEASANT STREET
    CONCORD,NH03301     		NONE PUBLIC GENERAL 7,500
    CHILD AND FAMILY SERVICES
    464 CHESTNUT STREET
    MANCHESTER,NH03105     		NONE PUBLIC GENERAL 12,996
    CHILD ADVOCACY CENTER OF COOS COUNT
    ONE MIDDLE STREET
    LANCASTER,NH03584     		NONE PUBLIC GENERAL 5,000
    CHILDREN'S PLACE
    27 BURNS AVENUE
    CONCORD,NH03301     		NONE PUBLIC GENERAL 10,000
    CONCORD COMMUNITY MUSIC SCHOOL
    23 WALL STREET
    CONCORD,NH03301     		NONE PUBLIC GENERAL 50,000
    CONCORD HOSPITAL TRUST
    250 PLEASANT STREET
    CONCORD,NH03301     		NONE PUBLIC GENERAL 3,150
    FARMSTEADS OF NEW ENGLAND
    213 CENTER ROAD
    HILLSBORO,NH03244     		NONE PUBLIC GENERAL 5,000
    FRIENDLY KITCHEN
    2 SOUTH COMMERCIAL STREET
    CONCORD,NH03301     		NONE PUBLIC BUILDING FUND 50,000
    GRANITE STATE INDEPENDENT LIVING
    21 CHENELL DRIVE
    CONCORD,NH03301     		NONE PUBLIC GENERAL 5,000
    HARBOR HOMES INC
    156 CHESTNUT STREET
    NASHUA,NH03060     		NONE PUBLIC GENERAL 5,000
    HOME HEALTHCARE HOSPICE
    312 MARLBORO STREET
    KEENE,NH03431     		NONE PUBLIC GENERAL 10,000
    INSTITUTE ON DISABILITY
    56 OLD SUNCOOK RD STE 2
    CONCORD,NH03301     		NONE PUBLIC GENERAL 5,000
    INTI ACADEMY OF MANCHESTER
    396 VALLEY STREET
    MANCHESTER,NH03103     		NONE PUBLIC GENERAL 1,580
    NASHUA SOUP KITCHEN
    42 CHESTNUT STREET
    NASHUA,NH03061     		NONE PUBLIC GENERAL 12,500
    NH ASSOCIATION FOR THE BLIND
    25 WALKER STREET
    CONCORD,NH03301     		NONE PUBLIC GENERAL 7,000
    NH CATHOLIC CHARITIES
    215 MYRTLE STREET
    MANCHESTER,NH03104     		NONE PUBLIC GENERAL 5,610
    NH CHARITABLE FOUNDATION
    37 PLEASANT STREET
    CONCORD,NH03301     		NONE PUBLIC GENERAL 35,000
    NH COMMUNITY LOAN FUND
    7 WALL STREET
    CONCORD,NH03301     		NONE PUBLIC GENERAL 25,000
    GRANITE UNITED WAY
    46 SOUTH MAIN STREET
    CONCORD,NH03301     		NONE PUBLIC GENERAL 25,000
    Total .................................bullet 3a 290,836
    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 38,238  
    4 Dividends and interest from securities....     14 79,328  
    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 22  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 275,013 4,141
    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)..   392,601 4,141
    13Total. Add line 12, columns (b), (d), and (e)..................
    13396,742
    (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:
    TRUST UW OLEONDA JAMESON
    C/O MCLANE GRAF RAULERSON & MIDDL
    EIN: 02-6048930
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 1,550 775   775

    TY 2013 CompensationExplanation
    Name:
    TRUST UW OLEONDA JAMESON
    C/O MCLANE GRAF RAULERSON & MIDDL
    EIN: 02-6048930
    Person Name Explanation
    CHARLES F LEAHY  

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    TRUST UW OLEONDA JAMESON
    C/O MCLANE GRAF RAULERSON & MIDDL
    EIN: 02-6048930
    Name of Bond End of Year Book Value End of Year Fair Market Value
    50M AT&T 2.5% 8/15/15 49,601 51,335
    50M AMER EXPRESS CR MTN 2.75 % 9/15/ 52,428 51,743
    200M BERKSHIRE HATH 1.6% 5/15/17 200,810 201,928
    125M JOHN DEERE CACP 5.1% 1/1    
    25M DELL 4.7% 4/15/13    
    50M DUKE ENERGY 3.95% 9/15/14 52,415 51,187
    50M ECOLAB INC 3% 12/8/16 53,252 52,385
    50M FMC TECHNOLOGIES INC 2% 10/1/17 50,473 49,578
    50M GENERAL ELECTRIC    
    100M PRINC LIFE MTN 5.1% 4/15/14 98,319 101,335
    ST PAUL TRAVELERS 5.5% 12/15/15 153,435 163,632
    75M WYETH 5.5%    
    100M THERMO FISHER SCI 2.25% 8/15/16 101,100 102,268

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    TRUST UW OLEONDA JAMESON
    C/O MCLANE GRAF RAULERSON & MIDDL
    EIN: 02-6048930
    Name of Stock End of Year Book Value End of Year Fair Market Value
    1100 AMPHENOL 28,918 98,098
    215 APPLE INC 81,436 120,619
    2500 EMC CORP MASS    
    2000 BORGWARNER 46,411 111,820
    500 CERNER CORP 23,445 27,870
    1350 CHUBB CORP 26,239 130,451
    1150 COGNIZANT TECH SOL 74,770 116,127
    500 COSTCO WHOLESALE CORP 39,791 59,510
    3600 CISCO    
    3350EMC CORP 80,893 84,253
    825 ECOLAB INC 32,954 86,023
    1700 EXXON MOBLI CORP 68,845 172,040
    1600 FMC TECHNOLOGIES 54,707 83,536
    115 GOOGLE 32,616 128,882
    3900 HEALTHCARE SERVICES 88,546 110,643
    4000 HOLOGIC INC 81,784 89,400
    1200 JOHNSON & JOHNSON 20,600 109,908
    1250 MCCORMICK & CO 37,863 86,150
    1000 MCDONALDS CORP 79,410 97,030
    2350 MICROCHIP TECHNOLOGY 86,782 105,163
    1550 NATIONAL OILWELL VARCO 70,175 123,272
    1650 NIKE INC 54,920 129,756
    450 PERRIGO CO    
    850 PEPSICO 47,147 70,499
    1700 PLUM CREEK TIMBER CO 81,379 79,067
    650 PRAXAIR 19,694 84,519
    1000 T ROWE PRICE 31,545 83,770
    850 PROCTOR & GAMBLE 1,919 69,199
    1600 QUALCOM 67,472 118,800
    750 ROPER INDUSTRIES 47,388 104,010
    950 HENRY SCHEIN INC 44,904 108,547
    1300 STARBUCKS CORP 76,538 101,907
    675 3M CO 40,453 94,669
    1300 US BANCORP 43,953 52,520
    475 UNION PACIFIC 32,919 79,800
    825 UNITED TECHNOLOGIES 36,256 93,885
    640 VALMONT INDUSTRIES 94,712 95,437
    5600 VANGUARD EMERGING MARKETS 198,618 230,384
    2500 WASTE CONNECTIONS INC 68,233 109,075
    2150 WELLS FARGO 69,724 97,610
    3300XYLEM    

    TY 2013 InvestmentsOtherSchedule2
    Name:
    TRUST UW OLEONDA JAMESON
    C/O MCLANE GRAF RAULERSON & MIDDL
    EIN: 02-6048930
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    1350 COVIDIAN PLC AT COST 77,977 91,935
    750 PERRIGO CO PLC AT COST 114,154 115,095
    1150 BANK OF NOVA SCOTIA AT COST 61,076 71,933
    5679.645 DODGE & COX INTL STK FD AT COST 195,352 244,452
    3308.054 HARDING LOEVNER EMERGING AT COST 164,141 161,334
    1500 TOTAL FINA ELF SA ADR AT COST    
    2300 ROCHE HLDS LTD AT COST 54,421 105,300
    100M TEVA PHARN 2.4% 11/10/16 AT COST 102,156 102,887
    1300 TOTAL SA SPONSORED ADR AT COST 58,254 79,651
    1500 UNILVEER AT COST 55,710 61,800

    TY 2013 OtherDecreasesSchedule
    Name:
    TRUST UW OLEONDA JAMESON
    C/O MCLANE GRAF RAULERSON & MIDDL
    EIN: 02-6048930
    Description Amount
    BASIS ADJUSTMENT 714


    TY 2013 OtherExpensesSchedule
    Name:
    TRUST UW OLEONDA JAMESON
    C/O MCLANE GRAF RAULERSON & MIDDL
    EIN: 02-6048930
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    NH STATE FILING FEE 75     75
    PROBATE BOND PREMIUM 600     600
    BANK FEES 40 20   20
    ADR FEE 5 5    


    TY 2013 OtherIncomeSchedule2
    Name:
    TRUST UW OLEONDA JAMESON
    C/O MCLANE GRAF RAULERSON & MIDDL
    EIN: 02-6048930
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    CARDINAL HEALTH CLASS ACTION 14 14  
    PERRIGO STOCK MERGER 8 8  


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    TRUST UW OLEONDA JAMESON
    C/O MCLANE GRAF RAULERSON & MIDDL
    EIN: 02-6048930
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE STREET FEE 2,365 2,365    
    RM DAVIS FEE 25,026 25,026    


    TY 2013 TaxesSchedule
    Name:
    TRUST UW OLEONDA JAMESON
    C/O MCLANE GRAF RAULERSON & MIDDL
    EIN: 02-6048930
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 2,289 2,289    
    P/Y FED TAX BALANCE DUE        
    C/Y FED ESTIMATE