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
BACH EVELYN COMBINED FDN TR UMA 1045002057
 

Number and street (or P.O. box number if mail is not delivered to street address)230 FRONT STREET NORTH   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LA CROSSE, WI54601
A Employer identification number

27-6333037
B Telephone number (see instructions)

(608) 782-1148
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,955,141J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 50,842 50,842  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 160,458
b Gross sales price for all assets on line 6a 841,295
7 Capital gain net income (from Part IV, line 2)... 160,458
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 211,300 211,300  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 19,244 19,244    
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 875 0 0 875
c Other professional fees (attach schedule).... Click to see attachment 6,453 6,453   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions) Click to see attachment 4,451 4,451   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 6     6
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 31,029 30,148 0 881
25 Contributions, gifts, grants paid........ 100,000 100,000
26 Total expenses and disbursements. Add lines 24 and 25 131,029 30,148 0 100,881
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 80,271
b Net investment income (if negative, enter -0-) 181,152
c Adjusted net income (if negative, enter -0-)... 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............... 22    
2 Savings and temporary cash investments.......... 21,912 23,207 23,207
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........      
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........     0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment2,202,691 Click to see attachment2,281,497 Click to see attachment2,931,934
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,224,625 2,304,704 2,955,141
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......... 2,224,625 2,304,704
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 2,224,625 2,304,704
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 2,224,625 2,304,704
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 2,224,625
2 Enter amount from Part I, line 27a..................... 2 80,271
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 2,304,896
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 192
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 2,304,704
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 .5 NATIONAL INSTRUMENTS CORP   2011-02-03 2013-03-18
b 208.326 AMERICAN BEACON INTERNAT'L EQUITY   2009-12-29 2013-03-20
c 5258.694 DELAWARE EMERGING MARKETS I   2012-05-24 2013-03-27
d 1964.293 DELAWARE EMERGING MARKETS I   2009-08-19 2013-03-27
e 414. ARM HOLDINGS PLC SPONSORED ADR   2012-03-30 2013-04-30
216. CAPITAL ONE FINANCIAL CORP   2011-10-10 2013-04-30
171. COACH INC   2012-11-27 2013-04-30
276. FREEPORT MCMORAN COPPER & GOLD CL B   2009-08-19 2013-04-30
440. GENTEX CORP   2012-05-02 2013-04-30
365. ISHARES RUSSELL MID CAP ETF   2009-12-24 2013-04-30
192. KOHLS CORP   2012-05-24 2013-04-30
411. LUMINEX CORP   2012-05-24 2013-04-30
121. MEAD JOHNSON NUTRITION CO   2011-10-10 2013-04-30
165. QUEST DIAGNOSTICS INC   2012-05-24 2013-04-30
38. RYMAN HOSPITALITY PPTYS INC   2012-12-21 2013-04-30
669. SCIQUEST INC   2012-03-30 2013-04-30
2078. VANGUARD LARGE CAP ETF   2011-10-10 2013-04-30
167. AMERICAN TOWER CORP   2012-05-24 2013-07-09
347. BB&T CORP   2012-05-02 2013-07-09
101. BEAM INC   2009-08-19 2013-07-09
168. BED BATH & BEYOND INC   2012-11-27 2013-07-09
530. BIOMED REALTY TRUST   2013-04-30 2013-07-09
313. BRADY CORP   2012-11-27 2013-07-09
163. CANADIAN NATL RAILWAY CO   2012-05-24 2013-07-09
364. CHEESECAKE FACTORY INC   2012-05-24 2013-07-09
173. CITRIX SYSTEMS INC   2013-04-30 2013-07-09
264. COCA COLA CO   2012-05-02 2013-07-09
204. COLGATE-PALMOLIVE CO   2012-03-30 2013-07-09
270. COMCAST CORP CLASS A (NEW)   2012-11-27 2013-07-09
155. CYTEC INDUSTRIES INC   2012-05-24 2013-07-09
137. DEERE & CO   2012-05-02 2013-07-09
224. DOLLAR TREE INC   2013-04-30 2013-07-09
560. ECHO GLOBAL LOGISTICS INC   2012-05-24 2013-07-09
139. EXXON MOBIL CORP   2012-11-27 2013-07-09
852. FIRST AMERICAN FINANCIAL CORP   2012-05-24 2013-07-09
258. HALLIBURTON CO   2013-04-30 2013-07-09
827. INNERWORKINGS INC   2012-09-24 2013-07-09
51. INTERNATIONAL BUSINESS MACHINES CORP   2009-08-19 2013-07-09
20. INTUITIVE SURGICAL INC   2012-09-24 2013-07-09
81. KRAFT FOODS GROUP INC   2012-05-24 2013-07-09
246. MONDELEZ INTERNATIONAL INC   2012-05-24 2013-07-09
111. MONSANTO CO   2012-09-24 2013-07-09
508. POLYONE CORP   2012-11-27 2013-07-09
488. PORTLAND GENERAL ELECTRIC CO   2012-05-24 2013-07-09
94. PRAXAIR INC   2013-04-30 2013-07-09
62. PRECISION CASTPARTS CORP   2012-09-24 2013-07-09
470. SCIQUEST INC   2012-03-30 2013-07-09
235. TJX COMPANIES INC   2012-05-02 2013-07-09
226. TRAVELERS COS INC   2012-05-24 2013-07-09
96. ULTIMATE SOFTWARE GROUP INC   2011-02-03 2013-07-09
126. UNITED PARCEL SERVICE   2012-05-02 2013-07-09
191. ACCENTURE PLC   2012-05-24 2013-07-09
.56 RYMAN HOSPITALITY PPTYS INC   2012-12-21 2013-08-21
CAPITAL GAIN DIVIDENDS 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 15   15  
b 3,589   3,323 266
c 77,461   62,000 15,461
d 28,934   21,961 6,973
e 19,284   11,770 7,514
12,433   8,968 3,465
9,993   9,992 1
8,247   8,553 -306
9,785   10,089 -304
46,858   30,547 16,311
9,047   9,581 -534
6,917   9,389 -2,472
9,894   8,664 1,230
9,286   9,415 -129
1,697   1,406 291
15,146   10,246 4,900
151,670   118,977 32,693
12,127   10,950 1,177
12,127   11,239 888
6,409   3,037 3,372
12,682   9,986 2,696
10,913   11,930 -1,017
9,861   9,928 -67
16,041   13,273 2,768
15,899   11,710 4,189
11,062   10,677 385
10,758   10,186 572
12,030   9,981 2,049
11,534   9,863 1,671
12,069   9,295 2,774
11,509   11,405 104
11,791   10,622 1,169
10,923   9,334 1,589
12,924   12,245 679
19,051   13,019 6,032
11,473   10,947 526
9,086   10,189 -1,103
9,761   6,047 3,714
8,146   10,346 -2,200
4,509   3,247 1,262
7,126   6,221 905
11,241   10,129 1,112
13,999   10,053 3,946
15,084   12,131 2,953
11,006   10,708 298
14,515   9,985 4,530
11,689   7,198 4,491
12,032   10,006 2,026
18,500   14,176 4,324
11,891   4,884 7,007
11,376   9,905 1,471
14,178   11,068 3,110
18   21 -3
      5,699
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        
b       266
c       15,461
d       6,973
e       7,514
      3,465
      1
      -306
      -304
      16,311
      -534
      -2,472
      1,230
      -129
      291
      4,900
      32,693
      1,177
      888
      3,372
      2,696
      -1,017
      -67
      2,768
      4,189
      385
      572
      2,049
      1,671
      2,774
      104
      1,169
      1,589
      679
      6,032
      526
      -1,103
      3,714
      -2,200
      1,262
      905
      1,112
      3,946
      2,953
      298
      4,530
      4,491
      2,026
      4,324
      7,007
      1,471
      3,110
      -3
       
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 2 160,458
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 100,875 2,407,535 0.0419
2011 100,775 2,364,480 0.04262
2010 100,775 2,169,573 0.046449
2009 75,750 519,738 0.145747
2008      
2 Total of line 1, column (d) ...................... 2 0.276716
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 0.069179
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 2,708,147
5 Multiply line 4 by line 3....................... 5 187,347
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,812
7 Add lines 5 and 6......................... 7 189,159
8 Enter qualifying distributions from Part XII, line 4.............. 8 100,881
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 3,623
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 3,623
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 3,623
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 3,612
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,612
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 11
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 taxBullet0 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$   (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)
    bulletWI
    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 addressbullet  
    14
    The books are in care ofbulletTrust Point Inc Telephone no.bullet (608) 782-1148
    Located atbullet230 FRONT STREET NORTHLA CROSSEWI ZIP+4bullet54601
    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
     
    No
    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
    Trust Point Inc Trustee
    1     		19,244    
    230 Front Street North
    La Crosse,WI54601
    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
    NONE
    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 NONE  
    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
    135,407
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    3,623
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,623
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    131,784
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    131,784
    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
    131,784
    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 7 131,784
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:2011, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 0
    b From 2009....... 13,301
    c From 2010....... 0
    d From 2011....... 0
    e From 2012....... 0
    fTotal of lines 3a through e......... 13,301
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 100,881
    a Applied to 2012, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2013 distributable amount..... 100,881
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2013. 13,301 13,301
    (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 0
    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 ..........     		17,602
    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) ...     		0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2009.... 0
    b Excess from 2010.... 0
    c Excess from 2011.... 0
    d Excess from 2012.... 0
    e Excess from 2013.... 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    SHRINER'S HOSPITALS FOR CHILDREN
    Attn Manager Trust/Inv
    2025 EAST RIVER PKWY
    Minneapolis,MN55414     		NONE PUBLIC OPERATING EXPENSES 25,000
    SALVATION ARMY
    Attn Stanley Kelley
    223 8TH STREET NORTH
    La Crosse,WI54601     		NONE PUBLIC HUMANITARIAN 25,000
    CHILDREN'S MUSEUM
    Attn Anne Snow
    207 5TH AVENUE SOUTH
    LA CROSSE,WI54601     		NONE PUBLIC EDUCATIONAL 25,000
    BOYS & GIRLS CLUB OF LA CROSSE
    Attn Debbie Henry
    1331 CLINTON STREET
    LA CROSSE,WI54601     		NONE PUBLIC HUMANITARIAN 25,000
    Total .................................bullet 3a 100,000
    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 ............     		         
    4 Dividends and interest from securities....     14 50,842  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 160,458  
    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)..   211,300  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13211,300
    (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.)
    11 0
    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:
    BACH EVELYN COMBINED FDN TR UMA 1045002057
    EIN: 27-6333037
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 875     875

    TY 2013 OtherAssetsSchedule
    Name:
    BACH EVELYN COMBINED FDN TR UMA 1045002057
    EIN: 27-6333037
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    CALAMOS CONVERTIBLE FUND   0 0
    DREIHAUS ACTIVE INCOME FUND 50,000 50,000 47,529
    FEDERATED ULTRASHORT BOND INST 25,147 188,047 186,323
    FEDERATED MORTGAGE INSTITUTION 39,968 39,968 38,754
    GOLDMAN SACHS HIGH YIELD FUND   0 0
    LOOMIS SAYLES GLOBAL BOND FUND 45,003 45,003 46,193
    PIMCO TOTAL RETURN INSTL 114,165 124,865 123,562
    PIMCO FOREIGN BOND INSTL 44,738 44,738 45,258
    PIMCO REAL RETURN FUND 62,019 62,019 63,905
    AT&T INC 11,505 11,505 15,927
    ALLSTATE CORP   11,114 11,999
    AMERICAN BEACON INTL EQUITY 153,742 150,419 191,260
    AMERICAN ASSETS TRUST INC   0 0
    AMERISOURCEBERGEN CORP 4,869 4,869 16,453
    ANIXTER INTERNATIONAL INC   0 0
    APACHE CORP   0 0
    ATHENAHEALTH INC 9,097 9,097 20,444
    BANK OF AMERICA CORP   0 0
    BANK NEW YORK MELLON CORP 10,108 10,108 15,164
    BAXTER INTERNATIONAL INC 10,177 10,177 11,545
    BEACON ROOFING SUPPLY INC 10,158 10,158 19,254
    BEAM INC 3,037 0 0
    BECTON DICKINSON & CO   0 0
    BERRY PETROLEUM CO CLASS A   0 0
    BEST BUY CO INC   0 0
    CANADIAN NATL RAILWAY CO 13,273 0 0
    CAPITAL ONE FINANCIAL CORP 8,968 0 0
    CEPHEID INC 10,264 10,264 11,855
    CERNER CORP   0 0
    CHEVRON CORP 10,018 10,018 11,742
    CISCO SYSTEMS INC   0 0
    COCA COLA CO 10,186 0 0
    COLONIAL PROPERTIES TRUST   0 0
    COLONY FINANCIAL INC 6,640 6,640 10,186
    COMMUNITY TRUST BANCORP INC   0 0
    CONOCOPHILLIPS 6,623 6,623 14,271
    COVANCE INC   0 0
    DEERE & CO 11,405 0 0
    DELAWARE EMERGING MARKETS 83,961 0 0
    DOVER CORP 4,969 4,969 13,998
    DU PONT E I DE NEMOURS & CO   0 0
    EMC CORP 17,568 28,489 28,193
    AMERICAN EUROPACIFIC GROWTH FU 142,052 148,302 197,004
    EXXON MOBIL CORP 12,245 0 0
    FASTENAL CO   0 0
    FREEPORT MCMORAN COPPER & GOLD 8,553 10,799 14,681
    GAMCO INVESTORS INC   0 0
    GAYLORD ENTERTAINMENT CO   0 0
    GENERAL ELECTRIC CO 7,737 7,737 15,949
    GOLDMAN SACHS GROUP INC   0 0
    GOODRICH CO   0 0
    GOOGLE INC CLASS A 5,749 5,749 14,569
    HALLIBURTON CO   0 0
    HEARTLAND EXPRESS INC 9,421 9,421 12,949
    HUMANA INC   0 0
    INTEL CORP   0 0
    INTL BUSINESS MACHINES CORP 6,047 0 0
    INTUITIVE SURGICAL INC 10,346 0 0
    ISHARES RUSSELL MID CAP ETF 152,757 133,029 261,115
    JPMORGAN CHASE & CO 8,447 8,447 14,620
    JUNIPER NETWORKS INC   0 0
    KOHLS CORP 9,581 0 0
    KRAFT FOODS INC 3,247 0 0
    LKQ CORP 8,937 8,937 21,122
    LABORATORY CORP OF AMERICA HLD 4,200 4,200 5,574
    MAXIMUS INC 9,347 9,347 17,772
    MC DONALDS CORP   0 0
    MEAD JOHNSON NUTRITION CO 8,664 0 0
    MEDNAX INC 9,924 9,924 13,559
    MICROSOFT CORP 10,788 10,788 17,059
    NATIONAL INSTRUMENTS CORP 9,918 9,903 11,527
    NATIONAL-OILWELL INC 10,119 10,119 11,930
    NATIONAL PENN BANCSHARES INC   0 0
    NEXTERA ENERGY INC 13,867 13,867 19,864
    PAPA JOHN'S INT'L INC   0 0
    PINNACLE WEST CAPITAL CORP   0 0
    PORTFOLIO RECOVERY ASSOCIATES 10,214 10,214 15,852
    POST PROPERTIES INC   0 0
    T ROWE PRICE GROUP INC   0 0
    PROCTER & GAMBLE CO 8,839 8,839 13,595
    PUBLIC SERVICE ENTERPRISE GRP   0 0
    QUALCOMM INC 10,071 22,891 27,695
    RESOURCES CONNECTION INC   0 0
    ROLLINS INC 9,858 9,858 15,387
    SPS COMMERCE INC   0 0
    ST JUDE MEDICAL INC   0 0
    SAN DISK CORP   10,324 13,967
    SCHLUMBERGER LTD 10,424 10,424 14,327
    SEMTECH CORP 9,839 9,839 11,275
    SNAP-ON INC   0 0
    TJX COMPANIES INC 10,006 0 0
    TERADATA CORP DEL   0 0
    TIME WARNER CABLE INC 9,950 9,950 14,363
    US BANCORP DEL   0 0
    ULTIMATE SOFTWARE GROUP INC 9,820 4,935 14,862
    UNITED NATURAL FOODS INC 9,370 9,370 14,249
    UNITED PARCEL SERVICE 9,905 0 0
    UNITED TECHNOLOGIES CORP 11,598 11,598 23,557
    VANGUARD LARGE CAP ETF 134,022 74,831 88,022
    WAL MART STORES INC 13,834 13,834 20,302
    WALTER INVESTMENT MGMT CORP   0 0
    WATSON PHARMACEUTICALS   0 0
    WEIS MARKETS INC   0 0
    WELLS FARGO & CO 9,981 9,981 16,480
    ACCENTURE PLC 11,068 0 0
    FABRINET   0 0
    TRANSOCEAN LTD   0 0
    CHECK POINT SOFTWARE   0 0
    STEINER LEISURE LTD   0 0
    FEDERATED TAX-FREE OBLIGATIONS   0 0
    AGILENT TECHNOLOGIES INC 9,950 9,950 15,098
    INVESCO CONVERTIBLE SECURITIES 106,213 106,213 123,583
    AMERICAN EXPRESS CO 9,915 9,915 15,515
    AMERICAN TOWER CORP 10,950 0 0
    APPLE INC 10,231 36,786 44,882
    ARM HOLDINGS PLC SPONSORED ADR 11,770 0 0
    BB&T CORP 11,239 0 0
    BED BATH & BEYOND INC 9,986 0 0
    BIO-REFERENCE LABORATORIES INC 9,436 9,436 12,183
    BORG WARNER AUTOMOTIVE INC 9,986 9,986 17,108
    BRADY CORP 9,928 0 0
    CBS CORP NEW 9,927 9,927 17,019
    CHEESECAKE FACTORY INC 11,710 0 0
    CHEMED CORP 9,895 9,895 11,110
    COACH INC 9,992 10,788 10,440
    COLGATE-PALMOLIVE CO 9,981 0 0
    COMCAST CORP CLASS A (NEW) 9,863 0 0
    CONCUR TECHNOLOGIES INC 9,403 9,403 15,683
    COSTAR GROUP INC 9,494 9,494 24,180
    CUMMINS INC 10,156 10,156 14,097
    CYTEC INDUSTRIES INC 9,295 0 0
    EBAY INC 11,447 11,447 12,729
    ECHO GLOBAL LOGISTICS INC 9,334 0 0
    EXPRESS SCRIPTS HLDG CO 10,001 20,841 24,935
    FIRST AMERICAN FINANCIAL CORP 13,019 0 0
    GENTEX CORP 10,089 0 0
    GRAND CANYON EDUCATION INC 10,388 10,388 19,315
    HESS CORP 9,966 9,966 15,106
    INNERWORKINGS INC 10,189 0 0
    IVY HIGH INCOME 62,330 74,030 76,265
    JOHNSON & JOHNSON CO 10,158 10,158 13,464
    KOPPERS HOLDINGS INC 9,855 9,855 12,490
    LUMINEX CORP 9,389 0 0
    MONDELEZ INTERNATIONAL INC 6,221 0 0
    MONSANTO CO 10,129 0 0
    OCCIDENTAL PETROLEUM CORP 10,071 10,071 11,032
    OLD NATIONAL BANCORP 9,709 9,709 12,865
    PEGASYSTEMS INC 10,070 10,070 16,426
    PHILLIP MORRIS INTL INC 10,131 10,131 9,933
    POLYONE CORP 10,053 0 0
    PORTLAND GENERAL ELECTRIC CO 12,131 0 0
    PRECISION CASTPARTS CORP 9,985 0 0
    QUEST DIAGNOSTICS INC 9,415 0 0
    RELIANCE STEEL & ALUMINUM CO 9,104 9,104 14,485
    RYMAN HOSPITALITY PPTYS INC 1,427 0 0
    SCIQUEST INC 17,444 0 0
    TECHNE CORP 9,872 9,872 12,970
    THOR INDUSTRIES INC 9,363 9,363 16,569
    TRAVELERS COS INC 14,176 0 0
    VECTREN CORP 9,997 9,997 12,319
    VERINT SYSTEMS INC 10,138 10,138 16,231
    WESBANCO INC 9,417 9,417 14,816
    AMERICAN EQUITY INV LIFE HLDG   10,768 18,651
    AMERICAN INTERNATIONAL GROUP   10,712 13,273
    BERKSHIRE HATHAWAY INC   21,366 21,934
    CHICOS FAS INC   10,699 11,850
    COGNIZANT TECHNOLOGY SOLUTIONS   17,287 26,255
    HYSTER-YALE MATERIALS HANDLING   10,767 15,465
    MOBILE MINI INC   10,626 13,136
    MONSTER BEVERAGE CORP   10,628 11,995
    NETSCOUT SYSTEMS INC   10,667 12,990
    OPPENHEIMER DEVELOPING MARKETS   106,106 114,158
    PIONER ENERGY SERVICES CORP   10,310 12,039
    PRICELINE COM INC   11,613 15,111
    PROVIDENT FINANCIAL SERVICES   12,494 14,471
    SCHWAB CHARLES CORP   12,594 14,664
    STERICYCLE INC   10,758 10,920
    VARIAN MEDICAL SYSTEMS INC   11,653 13,673
    VERISK ANALYTICS INC CL A   13,967 14,918
    VISA INC   14,062 16,701
    PERRIGO CO LTD   10,763 13,811
    STRATASYS LTD   10,604 16,029


    TY 2013 OtherDecreasesSchedule
    Name:
    BACH EVELYN COMBINED FDN TR UMA 1045002057
    EIN: 27-6333037
    Description Amount
    ACCRUED INCOME/LOSS ADJUSTMENT 192


    TY 2013 OtherExpensesSchedule
    Name:
    BACH EVELYN COMBINED FDN TR UMA 1045002057
    EIN: 27-6333037
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER NON-ALLOCABLE EXPENSE - 6 0   6


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    BACH EVELYN COMBINED FDN TR UMA 1045002057
    EIN: 27-6333037
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MGMT FEES-NOT SUBJE 6,453 6,453    


    TY 2013 TaxesSchedule
    Name:
    BACH EVELYN COMBINED FDN TR UMA 1045002057
    EIN: 27-6333037
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX PAID 20 20   0
    FEDERAL ESTIMATES - PRINCIPAL 3,569 3,569   0
    FOREIGN TAXES ON QUALIFIED FOR 859 859   0
    FOREIGN TAXES ON NONQUALIFIED 3 3   0