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
SMITH RUSSELL & VERA PRIVATE FDN 1035004163
 

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

39-1744162
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$5,615,101J 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...... 120,510 120,510  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 298,905
b Gross sales price for all assets on line 6a 1,966,831
7 Capital gain net income (from Part IV, line 2)... 298,905
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)....... Click to see attachment 1,686 1,686  
12 Total. Add lines 1 through 11........ 421,101 421,101  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 29,689 29,689    
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 1,100 0 0 1,100
c Other professional fees (attach schedule).... Click to see attachment 16,660 16,660   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions) Click to see attachment 1,672 1,672   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 158     158
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 49,279 48,021 0 1,258
25 Contributions, gifts, grants paid........ 237,683 237,683
26 Total expenses and disbursements. Add lines 24 and 25 286,962 48,021 0 238,941
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 134,139
b Net investment income (if negative, enter -0-) 373,080
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............... 990 -74 -74
2 Savings and temporary cash investments.......... 106,259 71,827 71,827
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 attachment4,324,293 Click to see attachment4,493,407 Click to see attachment5,543,348
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,431,542 4,565,160 5,615,101
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......... 4,431,542 4,565,160
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).................... 4,431,542 4,565,160
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 4,431,542 4,565,160
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 4,431,542
2 Enter amount from Part I, line 27a..................... 2 134,139
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 4,565,681
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 521
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 4,565,160
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 301. APACHE CORP   2011-12-28 2013-02-15
b 622. ARM HOLDINGS PLC SPONSORED ADR   2011-12-28 2013-02-15
c 295. COACH INC   2011-10-10 2013-02-15
d 493. COMMUNITY TRUST BANCORP INC   2012-04-03 2013-02-15
e 817. ENERSIS SA   2011-12-28 2013-02-15
633. GENERAL ELECTRIC CO   2011-07-25 2013-02-15
267. KOHLS CORP   2012-10-22 2013-02-15
413. MEAD JOHNSON NUTRITION CO   2012-12-11 2013-02-15
682. POLYONE CORP   2012-12-06 2013-02-15
239. QUEST DIAGNOSTICS INC   2012-10-22 2013-02-15
501. SCHOLASTIC CORP   2012-08-21 2013-02-15
315. 3D SYSTEMS CORP   2012-12-06 2013-02-15
779. WERNER ENTERPRISES INC   2012-04-03 2013-02-15
580. ALTERRA CAPITAL HOLDINGS LTD   2012-04-03 2013-02-15
752. BANCO LATINOAMERICANO DE COMERCIO EXTERI   2012-04-03 2013-02-15
6449.989 DELAWARE EMERGING MARKETS I   2012-08-21 2013-03-27
4222.932 DELAWARE EMERGING MARKETS I   2011-03-22 2013-03-27
44. AT&T INC   2012-12-06 2013-04-04
982. AT&T INC   2011-10-10 2013-04-04
455. AGILENT TECHNOLOGIES INC   2012-12-11 2013-04-04
273. ALLSTATE CORP   2011-10-10 2013-04-04
349. BCE INC   2011-12-28 2013-04-04
282. BANK OF NOVA SCOTIA   2012-04-03 2013-04-04
150. BAYER AG SPONSORED ADR   2012-12-06 2013-04-04
211. BED BATH & BEYOND INC   2012-12-06 2013-04-04
345. CAPITAL ONE FINANCIAL CORP   2011-07-25 2013-04-04
385. CENTURYTEL INC   2011-12-28 2013-04-04
550. CHEESECAKE FACTORY INC   2009-06-02 2013-04-04
364. CHICAGO BRIDGE & IRON CO NV   2012-04-03 2013-04-04
1288. CHICOS FAS INC   2011-12-28 2013-04-04
680. EBIX INC   2012-04-03 2013-04-04
1217. ELECTRO SCIENTIFIC INDUSTRIES INC   2012-12-06 2013-04-04
7. EXXON MOBIL CORP   2012-12-06 2013-04-04
154. EXXON MOBIL CORP   2010-10-26 2013-04-04
395. FORWARD AIR CORP   2013-02-15 2013-04-04
29. GLAXO WELLCOME PLC SPONSORED ADR   2012-12-06 2013-04-04
312. GLAXO WELLCOME PLC SPONSORED ADR   2011-12-28 2013-04-04
716. GROUP CGI INC CLASS A   2012-04-03 2013-04-04
288. HSBC HOLDINGS PLC SPONSORED ADR   2012-10-22 2013-04-04
264. HEINZ (H J) CO   2011-12-28 2013-04-04
1289. INNERWORKINGS INC   2012-08-21 2013-04-04
394. KOPPERS HOLDINGS INC   2012-12-06 2013-04-04
453. MONDELEZ INTERNATIONAL INC   2011-10-10 2013-04-04
264. MOSAIC CO NEW   2012-10-22 2013-04-04
592. PAREXEL INTERNATIONAL CORP   2012-04-03 2013-04-04
1131. REX ENERGY CORP   2012-12-11 2013-04-04
50. SOUTHERN CO   2013-02-15 2013-04-04
308. SOUTHERN CO   2011-12-28 2013-04-04
465. UNITED OVERSEAS BANK ADR   2012-10-22 2013-04-04
55. VODAFONE GROUP PLC NEW   2012-12-06 2013-04-04
514. VODAFONE GROUP PLC NEW   2011-12-28 2013-04-04
15. WAL MART STORES INC   2012-12-06 2013-04-04
281. WAL MART STORES INC   2011-08-31 2013-04-04
367. WELLS FARGO & CO   2012-04-03 2013-04-04
219. STRATASYS LTD   2012-08-21 2013-04-04
1779.368 VANGUARD CONVERTIBLE SEC   2005-09-13 2013-04-19
279. CLECO CORP   2012-04-03 2013-05-01
1076. COMPANHIA ENERGETICA DE MINAS GERAIS   2012-12-06 2013-05-01
162. JOHNSON & JOHNSON CO   2012-04-03 2013-05-01
893. MAXWELL TECHNOLOGIES INC   2012-04-03 2013-05-01
52. MITSUI & CO LTD SPONSORED ADR   2012-08-21 2013-05-01
555. NIPPON TELEGRAPH & TELEPHONE ADR   2012-04-03 2013-05-01
345. REXAM PLC   2012-10-22 2013-05-01
291. RIO TINTO PLC SPONSORED ADR   2011-12-28 2013-05-01
567.5 ROLLINS INC   2013-04-04 2013-05-01
.5 ROLLINS INC   2008-03-10 2013-05-01
10. ROYAL DUTCH SHELL PLC B   2012-12-06 2013-05-01
188. ROYAL DUTCH SHELL PLC B   2011-12-28 2013-05-01
674. SANDY SPRING BANCORP INC   2013-02-15 2013-05-01
216. VANGUARD LARGE CAP ETF   2011-10-10 2013-05-01
829. VANGUARD LARGE CAP ETF   2013-04-04 2013-05-01
120. HERBALIFE LTD   2013-02-15 2013-05-01
228. HERBALIFE LTD   2012-04-03 2013-05-01
156. ACTAVIS INC   2009-01-28 2013-07-09
308. ADOBE SYSTEMS INC   2013-04-04 2013-07-09
154. ALLERGAN INC   2012-10-22 2013-07-09
322. AMERICAN TOWER CORP   2011-10-10 2013-07-09
572. BB&T CORP   2012-04-03 2013-07-09
281. BED BATH & BEYOND INC   2013-02-15 2013-07-09
7. BRISTOL-MYERS SQUIBB CO   2011-12-28 2013-07-09
146. CANADIAN NATL RAILWAY CO   2011-08-31 2013-07-09
280. CASS INFORMATION SYSTEMS INC   2012-04-03 2013-07-09
230. CITRIX SYSTEMS INC   2012-12-06 2013-07-09
142. COCA COLA CO   2012-04-03 2013-07-09
350. COLGATE-PALMOLIVE CO   2009-08-07 2013-07-09
373. COMCAST CORP CLASS A (NEW)   2012-12-06 2013-07-09
1063. COMPANHIA ENERGETICA DE MINAS GERAIS   2012-12-06 2013-07-09
737. COMPANHIA PARANAENSE DE ENERGIA ADR   2011-10-10 2013-07-09
192. COMSTOCK RESOURCES INC   2013-05-01 2013-07-09
104. COSTAR GROUP INC   2012-04-03 2013-07-09
382. DOLLAR TREE INC   2011-12-28 2013-07-09
150. EXXON MOBIL CORP   2012-12-06 2013-07-09
306. FARO TECHNOLOGIES INC   2011-12-28 2013-07-09
283. FASTENAL CO   2013-02-15 2013-07-09
103. INTERNATIONAL BUSINESS MACHINES CORP   2011-10-10 2013-07-09
31. INTUITIVE SURGICAL INC   2012-04-03 2013-07-09
225. LAUDER ESTEE COS INC CLASS A   2012-10-22 2013-07-09
50. LILLY (ELI) & CO   2012-04-03 2013-07-09
413. MICROSOFT CORP   2009-07-29 2013-07-09
7. MILLER HERMAN INC   2012-04-03 2013-07-09
160. MONSANTO CO   2012-10-22 2013-07-09
45. PAREXEL INTERNATIONAL CORP   2013-05-01 2013-07-09
159. PRAXAIR INC   2010-08-05 2013-07-09
86. PRECISION CASTPARTS CORP   2012-10-22 2013-07-09
114. RUE21 INC   2013-05-01 2013-07-09
236. SAN DISK CORP   2011-03-22 2013-07-09
478. TJX COMPANIES INC   2012-04-03 2013-07-09
293. TRAVELERS COS INC   2012-04-03 2013-07-09
115. ULTIMATE SOFTWARE GROUP INC   2009-01-28 2013-07-09
233. UNITED PARCEL SERVICE   2011-08-31 2013-07-09
146. UNITED TECHNOLOGIES CORP   2009-07-17 2013-07-09
107. VF CORP   2012-04-03 2013-07-09
236. WINDSTREAM CORP   2013-05-01 2013-07-09
322. ACCENTURE PLC   2011-08-31 2013-07-09
796. AERCAP HOLDINGS NV   2011-10-10 2013-07-09
.3 CHINA PETROLEUM & CHEMICAL CORP ADR   2011-08-31 2013-07-23
.092 COMPANHIA ENERGETICA DE MINAS GERAIS   2012-12-06 2013-07-29
1110.315 PIMCO REAL RETURN I   2012-11-06 2013-08-05
1819.242 PIMCO REAL RETURN I   2011-01-28 2013-08-05
148. CONCUR TECHNOLOGIES INC   2012-04-03 2013-08-12
496. LKQ CORP   2011-10-10 2013-08-12
3. LILLY (ELI) & CO   2012-04-03 2013-08-12
316. VOLKSWAGEN AG SPONSORED ADR   2011-01-06 2013-08-12
252. CHECK POINT SOFTWARE   2009-08-07 2013-08-12
.59 CASS INFORMATION SYSTEMS INC   2012-04-03 2013-08-22
213. GAMCO INVESTORS INC   2012-08-21 2013-09-10
395. SILICON MOTION TECHNOLOGY CORP   2013-07-09 2013-09-10
472. GREENWAY MEDICAL TECHNOLOGIES INC   2013-07-09 2013-11-20
.5 NEOGEN CORP   2011-08-31 2013-11-25
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 23,204   23,734 -530
b 27,087   16,915 10,172
c 14,219   17,570 -3,351
d 16,890   15,899 991
e 15,722   14,183 1,539
14,711   12,108 2,603
12,271   13,991 -1,720
32,531   28,528 4,003
15,728   13,810 1,918
13,644   14,134 -490
15,456   15,912 -456
18,714   14,047 4,667
18,368   19,596 -1,228
17,916   13,571 4,345
18,256   15,899 2,357
95,008   87,800 7,208
62,204   37,213 24,991
1,662   1,485 177
37,101   28,380 8,721
18,700   17,909 791
13,519   6,708 6,811
16,113   14,169 1,944
16,046   15,788 258
15,885   14,124 1,761
13,542   12,213 1,329
18,972   17,074 1,898
13,802   14,149 -347
20,713   9,531 11,182
20,802   16,014 4,788
22,643   14,369 8,274
11,125   16,107 -4,982
13,144   14,011 -867
628   615 13
13,813   10,202 3,611
14,509   14,883 -374
1,361   1,260 101
14,647   14,227 420
18,608   15,854 2,754
15,189   14,267 922
19,058   14,271 4,787
18,281   16,295 1,986
16,934   13,909 3,025
13,703   10,136 3,567
15,602   14,206 1,396
23,353   15,694 7,659
17,689   13,808 3,881
2,356   2,202 154
14,516   14,297 219
15,312   14,262 1,050
1,550   1,427 123
14,490   14,156 334
1,141   1,074 67
21,384   14,950 6,434
13,637   12,603 1,034
15,461   15,069 392
23,523   24,508 -985
13,621   11,029 2,592
13,654   18,968 -5,314
13,707   10,648 3,059
5,054   15,782 -10,728
14,050   15,863 -1,813
13,807   13,429 378
13,638   12,818 820
13,106   13,956 -850
13,733   13,438 295
12   6 6
700   695 5
13,151   14,139 -988
13,422   13,169 253
15,717   11,727 3,990
60,320   56,207 4,113
4,781   4,862 -81
9,083   16,066 -6,983
19,621   4,243 15,378
14,493   13,533 960
13,441   14,119 -678
23,383   17,910 5,473
19,991   18,008 1,983
21,212   16,214 4,998
311   246 65
14,368   10,824 3,544
14,149   10,219 3,930
14,707   13,869 838
5,786   5,232 554
20,639   11,478 9,161
15,934   13,883 2,051
9,301   11,407 -2,106
9,655   14,073 -4,418
3,067   3,094 -27
14,349   7,138 7,211
20,108   16,057 4,051
13,947   13,178 769
11,476   14,194 -2,718
13,360   14,977 -1,617
19,714   19,144 570
12,626   16,965 -4,339
14,917   14,020 897
2,573   2,013 560
14,162   9,500 4,662
200   158 42
16,203   14,110 2,093
2,154   1,960 194
18,617   14,037 4,580
20,133   14,143 5,990
4,758   3,593 1,165
14,120   10,318 3,802
24,473   18,938 5,535
23,985   17,334 6,651
14,245   1,684 12,561
21,036   15,748 5,288
14,344   7,489 6,855
21,179   16,005 5,174
1,865   2,032 -167
23,902   16,962 6,940
14,237   8,164 6,073
22   23 -1
1   1  
12,547   14,001 -1,454
20,557   20,648 -91
14,942   8,467 6,475
15,019   6,904 8,115
161   121 40
14,983   9,338 5,645
14,813   6,882 7,931
33   22 11
15,208   9,915 5,293
4,724   4,336 388
9,605   5,125 4,480
24   12 12
      7,452
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       -530
b       10,172
c       -3,351
d       991
e       1,539
      2,603
      -1,720
      4,003
      1,918
      -490
      -456
      4,667
      -1,228
      4,345
      2,357
      7,208
      24,991
      177
      8,721
      791
      6,811
      1,944
      258
      1,761
      1,329
      1,898
      -347
      11,182
      4,788
      8,274
      -4,982
      -867
      13
      3,611
      -374
      101
      420
      2,754
      922
      4,787
      1,986
      3,025
      3,567
      1,396
      7,659
      3,881
      154
      219
      1,050
      123
      334
      67
      6,434
      1,034
      392
      -985
      2,592
      -5,314
      3,059
      -10,728
      -1,813
      378
      820
      -850
      295
      6
      5
      -988
      253
      3,990
      4,113
      -81
      -6,983
      15,378
      960
      -678
      5,473
      1,983
      4,998
      65
      3,544
      3,930
      838
      554
      9,161
      2,051
      -2,106
      -4,418
      -27
      7,211
      4,051
      769
      -2,718
      -1,617
      570
      -4,339
      897
      560
      4,662
      42
      2,093
      194
      4,580
      5,990
      1,165
      3,802
      5,535
      6,651
      12,561
      5,288
      6,855
      5,174
      -167
      6,940
      6,073
      -1
       
      -1,454
      -91
      6,475
      8,115
      40
      5,645
      7,931
      11
      5,293
      388
      4,480
      12
       
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 2 298,905
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 235,393 4,778,856 0.049257
2011 213,253 4,869,837 0.043791
2010 191,870 4,505,750 0.042583
2009 225,978 3,842,734 0.058807
2008 278,609 4,406,480 0.063227
2 Total of line 1, column (d) ...................... 2 0.257665
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 0.051533
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 5,153,769
5 Multiply line 4 by line 3....................... 5 265,589
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 3,731
7 Add lines 5 and 6......................... 7 269,320
8 Enter qualifying distributions from Part XII, line 4.............. 8 238,941
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 7,462
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 7,462
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 7,462
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 5,368
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 5,368
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 2,094
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 Director
    1     		28,689    
    230 Front Street North
    La Crosse,WI54601
    George E Smith Director
    1     		1,000    
    1334 Nakomis Avenue
    La Crosse,WI54601
    Darwin Isaacson Director
    1     		0    
    230 Front Street North
    La Crosse,WI54601
    Mark Chamberlain Director
    1     		0    
    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
    257,688
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    7,462
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    7,462
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    250,226
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    250,226
    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
    250,226
    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 7 250,226
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 228,983
    b Total for prior years:2011, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 0
    b From 2009....... 0
    c From 2010....... 0
    d From 2011....... 0
    e From 2012....... 0
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 238,941
    a Applied to 2012, but not more than line 2a 228,983
    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..... 9,958
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2013. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 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 ..........     		240,268
    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).)
    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:
    Darwin Isaacson
    230 Front Street North
    La Crosse,WI54601
    (608) 782-1148
    bThe form in which applications should be submitted and information and materials they should include:
    Letter outlining organization's needs and exemption qualifications including brief resume of organization's past qualifying activities
    cAny submission deadlines:
    None
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    La Crosse County, WI as preferred area of participation
    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
    Viterbo University
    900 VITERBO DRIVE
    La Crosse,WI54601     		NONE PUBLIC BROPHY CENTER RENOVATION 51,333
    La Crosse Community Theatre
    428 FRONT STREET SOUTH
    La Crosse,WI54601     		NONE PUBLIC LYCHE THEATRE ACTOR 1,000
    Western Technical College Fdn
    400 SEVENTH STREET NORTH
    La Crosse,WI54601     		NONE PUBLIC RUSSELL AND VERA SMITH 5,000
    YMCA
    1140 MAIN STREET
    La Crosse,WI54601     		NONE PUBLIC STRONG KIDS CAMPAIGN 3,500
    First Presbyterian Church
    233 WEST AVENUE SOUTH
    La Crosse,WI54601     		NONE PUBLIC FACILITY MAINTENANCE 7,000
    Catholic Charities
    3710 EAST AVENUE SOUTH
    La Crosse,WI54601     		NONE PUBLIC LA CROSSE WARMING CENTER 5,000
    La Crosse County Historical Society
    PO BOX 1272
    La Crosse,WI54602     		NONE PUBLIC EDUCATION 1,000
    Great Rivers United Way Inc
    1855 EAST MAIN
    Onalaska,WI54650     		NONE PUBLIC 2013-2014 CAMPAIGN, 2012 15,000
    Salvation Army
    PO BOX 156
    La Crosse,WI54602     		NONE PUBLIC HUMANITARIAN 4,000
    UW-L Foundation
    PO BOX 1148
    La Crosse,WI54602     		NONE PUBLIC SCHOLARSHIPS 29,550
    La Crosse Community Foundation
    300 2ND STREET NORTH SUITE 320
    La Crosse,WI54601     		NONE PUBLIC LA CROSSE PROMISE FUTURE 50,000
    Myrick Hixon EcoPark
    789 MYRICK PARK DRIVE
    La Crosse,WI54601     		NONE PUBLIC EDUCATION 50,000
    Neighborhood City Church
    525 SOUTH 7TH STREET
    La Crosse,WI54601     		NONE PUBLIC NEIGHBORHOOD BLOCK PARTY 1,000
    Jazz In The Park
    UW-La Crosse
    1725 STATE STREET
    La Crosse,WI54601     		NONE PUBLIC 2013 SERIES CONCERTS 3,500
    La Crosse Symphony Orchestra
    201 MAIN STREET SUITE 230
    La Crosse,WI54601     		NONE PUBLIC 2013-2014 LSO CONCERT 1,500
    Blue Stars Drum & Bugle Corps
    PO BOX 2523
    La Crosse,WI54602     		NONE PUBLIC 2013 ANNUAL CAMPAIGN 1,500
    Valley View Rotary Club
    PO BOX 545
    La Crosse,WI54602     		NONE PUBLIC 2013 NOON TUNES 2,000
    Junior Achievement
    505 DEWEY STREET SOUTH
    Eau Claire,WI54701     		NONE PUBLIC OPERATIONS, 2013 BUSINESS 4,000
    United Fund for the Arts and
    Humanities
    119 KING STREET
    La Crosse,WI54601     		NONE PUBLIC 2013 CAMPAIGN 1,800
    Total .................................bullet 3a 237,683
    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....     14 120,510  
    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 .............     		    18 298,905  
    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)..   421,101  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13421,101
    (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:
    SMITH RUSSELL & VERA PRIVATE FDN 1035004163
    EIN: 39-1744162
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,100     1,100

    TY 2013 OtherAssetsSchedule
    Name:
    SMITH RUSSELL & VERA PRIVATE FDN 1035004163
    EIN: 39-1744162
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    FEDERATED TAX-FREE OBLIGATIONS   0 0
    MANDAN ND PUB SCH DIST NO 1 52,170 51,315 52,122
    SHAWSHEEN VY MA REGL VOCATION 51,591 51,070 52,358
    PENNSYLVANIA ST 4% 102,194 100,745 100,275
    WATERLOO IA 4% 52,172 51,317 52,462
    DOUGLAS COUNTY NE SCHOOL 100,960 100,243 100,926
    LAREDO TX 4.55%   0 0
    WAUSAU WI SCHOOL DISTRICT 53,251 51,964 51,502
    MONONA GROVE WI SCHOOL DIST 103,946 102,861 104,281
    DU PAGE & COOK CNTYS IL ISD   0 0
    CHICAGO IL MIDWAY AIRPORT 9,974 9,974 10,005
    DREIHAUS ACTIVE INCOME FUND 155,000 180,000 179,818
    GOLDMAN SACHS HIGH YIELD FUND   0 0
    PIMCO REAL RETURN FUND 70,648 35,999 31,317
    VANGUARD CONVERTIBLE SEC 24,508 0 0
    AUTOLIV INC   0 0
    BORG WARNER AUTOMOTIVE INC 14,232 14,232 24,936
    NISSAN MOTOR CO LTD SPONSORED   0 0
    VOLKSWAGEN AG SPONSORED ADR 16,165 6,826 12,535
    COACH INC 17,570 22,736 22,003
    TIME WARNER CABLE INC 15,989 15,989 32,520
    BEACON ROOFING SUPPLY INC 6,809 6,809 21,510
    FASTENAL CO   0 0
    LKQ CORP 14,282 7,378 17,437
    MITSUI & CO LTD SPONSORED ADR 15,863 0 0
    CHEESECAKE FACTORY INC 9,531 0 0
    CHICOS FAS INC 14,369 0 0
    DOLLAR TREE INC 16,057 0 0
    FRESH MARKET INC   6,558 4,982
    KINGFISHER PLC ADR   0 0
    MC DONALDS CORP 12,648 12,648 20,570
    STARBUCKS CORP   0 0
    WAL MART STORES INC 28,697 12,673 13,928
    WALGREEN CO   0 0
    SIGNET JEWELERS LIMITED   0 0
    AERCAP HOLDINGS NV 14,461 6,297 23,547
    BEAM INC   0 0
    COMPANHIA DE BEDIDAS DAS AMERI   0 0
    FOMENTO ECONOMICO MEXICANO   0 0
    HEINZ H J CO 14,271 0 0
    KRAFT FOODS INC 18,982 18,982 24,260
    SMUCKER JM CO   0 0
    UNILEVER PLC ADR NEW   3,934 3,749
    WEIS MARKETS INC   0 0
    KIMBERLY CLARK CORP 15,603 15,603 22,146
    COLGATE-PALMOLIVE CO 11,478 0 0
    PROCTER & GAMBLE CO 16,419 16,419 19,457
    ALTRIA GROUP INC 14,597 14,597 18,773
    PHILLIP MORRIS INTL INC 15,173 15,173 16,990
    APACHE CORP 23,734 0 0
    CNOOC LTD SPONSORED ADR 11,753 11,753 16,889
    CHEVRON CORP 27,947 27,947 41,720
    CHINA PETROLEUM & CHEMICAL 14,912 14,890 16,105
    CONOCOPHILLIPS 12,974 12,974 23,880
    DEVON ENERGY CORP   0 0
    EXXON MOBIL CORP 23,996 0 0
    GAXPROM OAO ADR 13,997 13,997 11,131
    HESS CORP 17,941 17,941 27,473
    MARATHON OIL CORP   0 0
    ROYAL DUTCH SHELL PLC B 27,970 13,135 14,196
    TOTAL FINA SA SPONSORED ADR   14,784 16,911
    HALLIBURTON CO   14,608 17,407
    NATIONAL-OILWELL INC 18,944 18,944 22,746
    SCHLUMBERGER LTD 26,696 26,696 29,646
    CHEMED CORP 10,872 10,872 20,304
    GRAND CANYON EDUCATION INC 15,633 15,633 32,395
    MAXIMUS INC 14,243 14,243 22,171
    RITCHIE BROS AUCTIONEERS INC 13,989 13,989 16,441
    ROLLINS INC 15,572 15,744 20,219
    ACCENTURE PLC 16,962 0 0
    BANK NEW YORK MELLON CORP   0 0
    CASS INFORMATION SYSTEMS INC 15,926 5,685 10,507
    NATIONAL PENN BANCSHARES INC   6,212 6,571
    OLD NATIONAL BANCORP   0 0
    WELLS FARGO & CO 32,095 19,492 31,099
    AMERICAN EXPRESS CO 17,275 17,275 33,116
    CAPITAL ONE FINANCIAL CORP 17,074 0 0
    GOLDMAN SACHS GROUP INC 14,147 14,147 27,653
    JPMORGAN CHASE & CO 16,981 16,981 24,269
    PORTFOLIO RECOVERY ASSOCIATES 15,441 15,441 24,888
    T ROWE PRICE GROUP INC   0 0
    GAYLORD ENTERTAINMENT CO   0 0
    ALLSTATE CORP 14,029 7,322 16,253
    ALLIED WORLD ASSURANCE HLDINGS   0 0
    CBL & ASSOCIATES PROPERTIES   0 0
    COUSINS PROPERTIES INC   0 0
    PROVIDENT FINANCIAL SERVICES 14,290 14,290 17,697
    UNITED FINANCIAL BANCORP INC   0 0
    ABBOTT LABORATORIES   0 0
    AMERISOURCEBERGEN CORP 13,976 13,976 34,663
    ASTRAZENECA GROUP PLC SPONS 23,688 23,688 31,882
    BRISTOL MYERS SQUIBB CO 14,318 14,072 21,260
    GLAXOSMITHKLINE PLC 27,961 12,473 15,323
    MEAD JOHNSON NUTRITION CO 28,528 0 0
    NEOGEN CORP 14,133 14,121 27,603
    WATSON PHARMACEUTICALS 4,243 0 0
    WARNER CHILCOTT PLC-A   0 0
    INTEGRA LIFESCIENCES HOLDINGS   0 0
    ABAXIS INC 15,645 15,645 16,125
    HUMANA INC   0 0
    IPC THE HOSPITALIST CO INC 13,776 13,776 19,005
    LABORATORY CORP OF AMERICA HLD 14,024 14,024 14,893
    MEDNAX INC 14,848 14,848 25,302
    QUEST DIAGNOSTICS INC 14,134 0 0
    ANGIODYNAMICS INC   0 0
    BAXTER INTERNATIONAL INC 13,797 13,797 15,927
    BECTON DICKINSON & CO   0 0
    CEPHEID INC 5,342 5,342 29,683
    ICU MEDICAL INC   4,789 4,014
    ST JUDE MEDICAL INC   0 0
    SCHEIN HENRY INC   0 0
    TECHNE CORP   0 0
    UNITED TECHNOLOGIES CORP 18,648 11,159 25,036
    EMERSON ELECTRIC CO   0 0
    HITACHI LTD SPONSORED ADR 13,947 13,947 21,130
    DOVER CORP 10,027 10,027 30,796
    GENERAL ELECTRIC CO 28,686 16,578 34,841
    HONEYWELL INTERNATIONAL INC 13,987 13,987 20,650
    LVMH MOET HENNESSY L.V.   0 0
    DEERE & CO 14,278 14,278 15,252
    CANADIAN NAT'L RAILWAY CO 19,425 8,600 13,229
    FORWARD AIR CORP   4,738 5,137
    HEARTLAND EXPRESS INC   0 0
    UNITED PARCEL SERVICE 15,748 0 0
    BAIDU COM INC ADR   0 0
    EBAY INC 17,670 17,670 22,385
    GOOGLE INC CLASS A 17,916 17,916 34,742
    SOHU.COM INC   0 0
    CHECK POINT SOFTWARE 12,672 5,790 13,674
    DEALERTRACK HOLDINGS INC 15,711 15,711 26,877
    MICROSOFT CORP 17,452 7,953 16,348
    ORACLE CORP 14,249 14,249 17,753
    QUEST SOFTWARE INC   0 0
    ULTIMATE SOFTWARE GROUP INC 4,438 2,753 28,805
    VERINT SYSTEMS INC   6,369 7,686
    AT&T INC 42,045 33,902 32,839
    AMERICA MOVIL S.A.B. DE C.V.   0 0
    AMERICAN TOWER CORP CLASS A 17,910 0 0
    ANIXTER INTERNATIONAL INC   0 0
    BCE INC 14,169 5,712 6,017
    CENTURYLINK INC 14,149 0 0
    CISCO SYSTEMS INC   0 0
    JUNIPER NETWORKS INC   0 0
    NIPPON TELEGRAPH & TELEPHONE 23,913 10,483 12,655
    PARTNER COMMUNICATIONS CO LTD   0 0
    TELEFONICA BRASIL SA SP ADR   13,567 9,994
    TELEFONICA DE ESPANA SA SPONS   0 0
    TELENOR ASA   0 0
    TIM PARTICIPACOES SA   0 0
    VERIZON COMMUNICATIONS INC 16,911 16,911 22,899
    VODAFONE GROUP PLC NEW 28,039 12,456 18,869
    APPLE INC 17,584 63,529 90,324
    EMC CORP 17,533 42,030 45,647
    INT'L BUSINESS MACHINES CORP 19,144 0 0
    SAN DISK CORP 16,307 5,990 9,664
    TERADATA CORP DEL   0 0
    BRADY CORP   0 0
    FARO TECHNOLOGIES INC 14,194 0 0
    GENTEX CORP   0 0
    NATIONAL INSTRUMENTS CORP 9,303 9,303 20,621
    ARM HOLDINGS PLC SPONSORED ADR 16,915 0 0
    INTEL CORP 20,604 20,604 23,360
    SEMTECH CORP 8,907 8,907 17,468
    ASHLAND INC   0 0
    BASF SE SPONSORED ADR   0 0
    BAYER AG SPONSORED ADR 14,124 0 0
    DU PONT E I DE NEMOURS & CO   0 0
    POLYONE CORP 13,810 0 0
    POTASH CORP OF SASKATCHWAN INC   0 0
    PRAXAIR INC 14,037 0 0
    FREEPORT MCMORAN COPPER & GOLD 22,199 22,199 21,738
    PAN AMERICAN SILVER CORP   0 0
    RIO TINTO PLC SPONSORED ADR 13,956 0 0
    ROYAL DUTCH SHELL PLC SPONSOR   0 0
    VALE SA-SP   0 0
    DOMTAR CORP 14,211 14,211 17,830
    COMPANHIA ENERGETICA DE MINAS 30,376 0 0
    COMPANHIA PARANAENSE DE ENERGI 14,073 0 0
    DOMINION RESOURCES INC NEW   0 0
    DUKE ENERGY HOLDING CORP 14,328 14,328 14,975
    ENERSIS SA 14,183 0 0
    NATIONAL GRID PLC SPONSORED AD 13,734 13,734 18,616
    NEXTERA ENERGY INC 13,928 13,928 22,432
    PORTLAND GENERAL ELECTRIC CO   5,611 5,466
    PUBLIC SERVICE ENTERPRISE GRP 18,016 18,016 18,006
    SOUTHERN CO 14,297 12,725 11,881
    PIEDMONT NATURAL GAS CO   0 0
    VANGUARD LARGE CAP ETF 39,551 0 0
    ISHARES RUSSELL MID CAP ETF 135,531 243,212 331,756
    MACERICH CO 5 5 7
    WALTER INVESTMENT MGMT CORP   0 0
    MUTUALHEDGE FRONTIER LEGENDS 150,000 0 0
    PYXIS LONG/SHORT EQUITY FUND 150,000 0 0
    DELAWARE EMERGING MARKETS 125,013 0 0
    AGILENT TECHNOLOGIES INC 30,234 12,324 18,987
    INVESCO CONVERTIBLE SECURITIES 50,000 143,434 161,807
    ALLERGAN INC 14,119 0 0
    ATHENAHEALTH INC 15,834 15,834 28,245
    BB&T CORP 18,008 0 0
    BANK OF MONTREAL 14,132 14,132 15,732
    BANK OF NOVA SCOTIA 15,788 0 0
    BED BATH & BEYOND INC 13,833 0 0
    BIO-REFERENCE LABORATORIES INC 15,898 15,898 16,856
    CBS CORP NEW 15,820 15,820 27,727
    CLECO CORP 15,852 4,823 5,688
    CHICAGO BRIDGE & IRON CO NV 16,014 0 0
    CHINA MOBILE LTD ADR 15,896 15,896 15,269
    CITRIX SYSTEMS INC 13,869 0 0
    COCA COLA CO 21,370 16,138 18,094
    COMCAST CORP CLASS A 13,883 0 0
    COMMUNITY TRUST BANCORP INC 15,899 0 0
    CONCUR TECHNOLOGIES INC 15,791 7,323 13,207
    COSTAR GROUP INC 15,787 8,648 23,257
    CUMMINS INC 13,638 13,638 19,172
    DIAGEO PLC SPONSORED ADR 15,772 15,772 21,320
    DIGI INTERNATIONAL INC 15,328 15,328 16,968
    EBIX INC 16,107 2,747 3,957
    ELECTRO SCIENTIFIC INDUSTRIES 14,011 5,160 4,498
    EXPRESS SCRIPTS HLDG CO 19,038 41,615 48,114
    GAMCO INVESTORS INC 16,060 6,145 11,480
    GROUP CGI INC CLASS A 15,854 0 0
    HSBC HOLDINGS PLC SPONSORED 14,267 0 0
    INNERWORKINGS INC 16,295 5,230 3,677
    INTUITIVE SURGICAL INC 16,965 0 0
    IVY HIGH INCOME 85,427 135,427 136,912
    JOHNSON & JOHNSON CO 29,942 19,294 25,279
    KOHLS CORP 13,991 0 0
    KOPPERS HOLDINGS INC 13,909 5,256 6,039
    LAUDER ESTEE COS INC CLASS A 14,020 0 0
    LILLY ELI & CO 15,862 13,728 17,391
    MAXWELL TECHNOLOGIES INC 15,782 0 0
    MERCK & CO INC NEW 16,048 16,048 20,771
    MILLER HERMAN INC 15,902 15,744 20,575
    MONDELEZ INTERNATIONAL INC 10,136 0 0
    MONSANTO CO 14,110 0 0
    MOSAIC CO NEW 14,206 0 0
    NETEASE.COM INC 15,644 15,644 25,309
    OIL CO LUKOIL SPONSORED ADR 16,392 16,392 16,387
    PARXEL INTERNATIONAL CORP 15,694 0 0
    PRECISION CATPARTS CORP 14,143 0 0
    QUALCOMM INC 19,859 39,000 45,515
    REX ENERGY CORP 13,808 5,165 5,479
    REXAM PLC 14,177 22 26
    SCHOLASTIC CORP 15,912 0 0
    SYKES ENTERPRISES INC 14,073 14,073 22,355
    TJX COMPANIES INC 18,938 0 0
    TAIWAN SEMICONDUCTOR MFG SPON 14,254 14,254 16,184
    3D SYSTEMS CORP 14,047 0 0
    TRAVELERS COS INC 17,334 0 0
    UNITED NATURAL FOODS INC 17,494 17,494 28,271
    UNITED OVERSEAS BANK ADR 14,262 0 0
    VF CORP 16,005 0 0
    VALEO SA 15,672 15,672 33,415
    WUXI PHARMATECH CAYMAN ADR 13,532 13,532 33,698
    WERNER ENTERPRISES INC 19,596 0 0
    ALTERRA CAPITAL HOLDINGS LTD 13,571 0 0
    ENERGY XXI BERMUDA LTD 15,502 15,502 11,663
    HERBALIFE LTD 16,066 10,859 21,092
    VALIDUS HOLDINGS LTD 15,642 15,642 18,856
    STRATASYS LTD 15,069 0 0
    BANCO LATINOAMERICANO DE EXP 15,899 0 0
    COPA HOLDINGS SA CLASS A 13,879 13,879 22,896
    FLEXTRONICS INTERNATIONAL LTD 15,863 15,863 16,977
    ACXIOM CORP   15,146 31,100
    AMERICAN ELECTRIC POWER CO INC   3,756 3,926
    AMERICAN INTERNATIONAL GROUP   13,496 18,174
    BERKSHIRE HATHAWAY INC CL B   36,957 37,939
    BIOMED REALTY TRUST   5,480 4,802
    CABOT MICOELECTRONICS CORP   4,895 6,489
    CATO CORP   4,744 6,201
    COGNIZANT TECHNOLOGY SOLUTIONS   37,035 56,246
    COLONY FINANCIAL INC   5,959 5,986
    CYTEC INDUSTRIES INC   5,069 6,055
    EATON VANCE FLOATING RATE   47,868 47,920
    ECHO GLOBAL LOGISTICS INC   5,118 5,606
    FEDERATED ULTRASHORT BOND   140,000 138,636
    FIRST AMERICAN FINANCIAL CORP   4,486 5,640
    FIVE BELOW INC   4,073 4,752
    FOSTER LB CO   6,403 7,046
    GILEAD SCIENCES INC   17,423 23,882
    GLIMCHER REALTY TRUST   4,801 4,025
    GRAY TELEVISION INC   5,354 9,240
    HCP INC   4,629 3,741
    HANGER INC   6,019 6,491
    HIGHLAND LONG/SHORT EQUITY   175,000 197,803
    HYSTER-YALE MATERIALS HANDLING   3,636 6,521
    KAISER ALUMINUM CORP   4,587 5,057
    KULICKE & SOFFA INDUSTRIES INC   4,108 4,855
    LOOMIS SAYLES GLOBAL BOND   50,000 47,222
    M&T BANK CORP   23,606 24,332
    MID-AMERICA APARTMENT COMM   5,965 5,620
    MOBILE MINI INC   13,382 20,261
    MUELLER INDUSTRIES INC   5,162 6,049
    EQUINOX MUTUALHEDGE FUTURES   175,000 162,443
    OCCIDENTAL PETROLEUM CORP   14,641 16,262
    OPPENHEIMER DEVELOPING MARKETS   181,785 196,821
    PDC ENERGY INC   5,783 5,535
    PIMCO FOREIGN BOND   100,000 96,073
    PTC INC   5,492 7,467
    PAPA JOHN'S INT'L INC   3,141 2,088
    PEGASYSTEMS INC   4,319 6,295
    PEPSICO INC   4,055 4,064
    PINNACLE WEST CAPITAL CORP   4,372 4,075
    PIONER ENERGY SERVICES CORP   4,781 5,583
    PIPER JAFFRAY COS   4,702 5,577
    PRECISION DRILLING CORP   5,632 5,950
    PRICELINE COM INC   16,973 22,086
    QLOGIC CORP   3,790 4,211
    REALTY INCOME CORP   4,763 4,106
    RELIANCE STEEL & ALUMINUM CO   5,049 5,688
    SK TELECOM CO LTD SPONSORED   14,700 20,681
    SANDY SPRING BANCORP INC   6,721 9,697
    SCHWAB CHARLES CORP   13,330 20,904
    SCIQUEST INC   6,125 8,686
    SENIOR HOUSING PROPERTIES   5,891 4,980
    STERICYCLE INC   19,914 20,214
    SUN COMMUNITIES INC   6,093 5,586
    TATA MOTORS LTD   15,244 16,786
    THOR INDUSTRIES INC   14,909 21,540
    VARIAN MEDICAL SYSTEMS INC   21,983 25,793
    VECTREN CORP   5,645 5,787
    VERISK ANALYTICS INC CL A   19,813 21,162
    VISA INC   19,686 23,381
    WEBSTER FINANCIAL CORP   5,184 5,955
    WESBANCO INC   5,856 6,528
    MAIDEN HOLDINGS LTD   14,993 16,034
    PERRIGO CO LTD   14,925 20,257
    STEINER LEISURE LTD   4,979 4,329
    AVAGO TECHNOLOGIES LTD   13,610 20,781


    TY 2013 OtherDecreasesSchedule
    Name:
    SMITH RUSSELL & VERA PRIVATE FDN 1035004163
    EIN: 39-1744162
    Description Amount
    ACCRUED INCOME/LOSS ADJUSTMENT 521


    TY 2013 OtherExpensesSchedule
    Name:
    SMITH RUSSELL & VERA PRIVATE FDN 1035004163
    EIN: 39-1744162
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER NON-ALLOCABLE EXPENSE - 158 0   158


    TY 2013 OtherIncomeSchedule2
    Name:
    SMITH RUSSELL & VERA PRIVATE FDN 1035004163
    EIN: 39-1744162
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 1,686 1,686  


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    SMITH RUSSELL & VERA PRIVATE FDN 1035004163
    EIN: 39-1744162
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MGMT FEES-NOT SUBJE 16,660 16,660    


    TY 2013 TaxesSchedule
    Name:
    SMITH RUSSELL & VERA PRIVATE FDN 1035004163
    EIN: 39-1744162
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX PAID 1,460 1,460   0
    FOREIGN TAXES ON QUALIFIED FOR 212 212   0