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
PAUL R AND ANNA LEE WHITE FAMILY CHARITABLE
 

Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 3168   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PORTLAND, OR97208
A Employer identification number

84-6191934
B Telephone number (see instructions)

(503) 464-3580
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$4,017,903J 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...... 93,870 93,870  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 314,898
b Gross sales price for all assets on line 6a 2,237,586
7 Capital gain net income (from Part IV, line 2)... 314,898
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........ 408,768 408,768  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 59,770 53,793   5,977
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 1,500 0 0 1,500
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions) Click to see attachment 3,855 2,839   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 845     845
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 65,970 56,632 0 8,322
25 Contributions, gifts, grants paid........ 173,353 173,353
26 Total expenses and disbursements. Add lines 24 and 25 239,323 56,632 0 181,675
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 169,445
b Net investment income (if negative, enter -0-) 352,136
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...............   993 993
2 Savings and temporary cash investments.......... 54,397 158,120 158,120
3 Accounts receivable bullet1,898
Less: allowance for doubtful accounts bullet   2,648 1,898 1,898
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)........ 2,515,245 Click to see attachment2,915,554 3,424,328
c Investments—corporate bonds (attach schedule)........ 770,013 Click to see attachment433,785 432,564
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)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,342,303 3,510,350 4,017,903
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......... 3,342,303 3,510,350
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).................... 3,342,303 3,510,350
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 3,342,303 3,510,350
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 3,342,303
2 Enter amount from Part I, line 27a..................... 2 169,445
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 25
4 Add lines 1, 2, and 3.......................... 4 3,511,773
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 1,423
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 3,510,350
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 397. ALLSTATE CORP   2012-08-03 2013-03-01
b 3457.815 AMERICAN CENTY INTL BOND FD INSTL   2012-08-01 2013-03-01
c 190. AMERICAN EXPRESS CO   2010-10-26 2013-03-01
d 150. APACHE CORP   2006-06-12 2013-03-01
e 185. APTAR GROUP INC   2010-10-26 2013-03-01
320. ARM HLDGS PLC A D R   2010-10-26 2013-03-01
489. ATMOS ENERGY CORP   2010-10-26 2013-03-01
90. BERKSHIRE HATHAWAY INC CL B   2011-01-28 2013-03-01
220. BORG WARNER INC   2012-08-03 2013-03-01
452. BRINKER INTL INC   2012-08-03 2013-03-01
524. BRISTOL-MYERS SQUIBB CO   2010-10-26 2013-03-01
160. CAPITAL ONE FINANCIAL CORP   2010-10-26 2013-03-01
215. COGNIZANT TECH SOLUTIONS CL A   2011-01-28 2013-03-01
95. COGNIZANT TECH SOLUTIONS CL A   2012-08-03 2013-03-01
12940.72 CREDIT SUISSE COMM RET ST CO     2013-03-01
268. DOVER CORP   2012-08-03 2013-03-01
290. DU PONT E I DE NEMOURS & CO   2012-08-03 2013-03-01
245. E BAY INC   2012-08-03 2013-03-01
150. ENERGEN CORP   2012-08-03 2013-03-01
545. GILEAD SCIENCES INC   2010-10-26 2013-03-01
32. GOOGLE INC CL A   2010-10-26 2013-03-01
110. HSBC HOLDINGS PLC SPONS A D R   2011-01-28 2013-03-01
105. HESS CORP   2012-08-03 2013-03-01
50000. HONEYWELL INTL 4.250% 3/01/13   2008-05-12 2013-03-01
612. HOYA CORP A D R   2010-12-31 2013-03-01
55. INTERNATIONAL BUSINESS MACHS CORP   2010-10-26 2013-03-01
1032. ISHARES MSCI EMERGING MARKETS ETF   2012-08-03 2013-03-01
2233. ISHARES MSCI EMERGING MARKETS ETF   2009-06-24 2013-03-01
200. J & J SNACK FOODS CORP   2010-10-26 2013-03-01
195. JGC CORP UNSPONSORED A D R   2012-08-03 2013-03-01
165. JOS A BANK CLOTHIERS INC   2010-10-26 2013-03-01
405. LILLY ELI & CO   2010-10-26 2013-03-01
260. MATTEL INC   2012-08-03 2013-03-01
435. MICROSOFT CORP   2006-11-03 2013-03-01
1070. MORGAN STANLEY DEAN WITTER & CO   2012-08-03 2013-03-01
229. MORGAN STANLEY DEAN WITTER & CO   2010-10-26 2013-03-01
315. ORACLE CORPORATION   2006-10-13 2013-03-01
75. PARKER HANNIFIN CORP   2012-08-03 2013-03-01
115. PERRIGO CO   2010-10-26 2013-03-01
745. PETROLEO BRASILEIRO SPON A D R   2012-08-03 2013-03-01
105. PIONEER NAT RES CO   2012-08-03 2013-03-01
219. ROCKWELL AUTOMATION INC   2012-08-03 2013-03-01
110. ROSS STORES INC   2012-08-03 2013-03-01
611. SUNTRUST BKS INC   2012-08-03 2013-03-01
226. TELEFLEX INC   2012-08-03 2013-03-01
354. TEVA PHARMACEUTICALS INDS LTD ADR   2012-08-03 2013-03-01
277. TEVA PHARMACEUTICALS INDS LTD ADR   2010-10-26 2013-03-01
240. TRIUMPH GROUP INC   2012-08-03 2013-03-01
164. UNION PACIFIC CORPORATION COMMON STOCK   2010-10-26 2013-03-01
300. UNITED TECHNOLOGIES CORP   2005-02-11 2013-03-01
425. UTAH MED PRODS INC   2011-01-28 2013-03-01
140. V F CORP   2010-10-26 2013-03-01
795. VALE SA SP A D R   2012-08-03 2013-03-01
233. VARIAN MED SYS INC   2010-10-26 2013-03-01
70. VARIAN MED SYS INC   2012-08-03 2013-03-01
130. VISA INC   2010-10-26 2013-03-01
235. WEIS MKTS INC   2011-01-28 2013-03-01
145. WESTERN DIGITAL CORP   2010-10-26 2013-03-01
1227. XEROX CORP   2010-10-26 2013-03-01
313. ACCENTURE PLC CL A   2005-09-12 2013-03-01
. CARDINAL HEALTH INC     2013-04-29
50000. GLAXOSMITHKLINE 4.850% 5/15/13   2008-05-12 2013-05-15
50000. GLAXOSMITHKLINE 4.850% 5/15/13   2008-05-12 2013-05-15
.0714 BANCO BILBAO VIZCAYA ARGEN A D R   2013-05-10 2013-05-31
.8 ITAU UNIBANCO HOLDINGS SA A D R   2012-08-03 2013-06-12
488. AMERICA MOVIL S A DE C V SPONSORED ADR REPSTG SER L SHS   2010-10-26 2013-06-25
165. ARM HLDGS PLC A D R   2010-10-26 2013-06-25
75. BERKSHIRE HATHAWAY INC CL B   2011-01-28 2013-06-25
220. CITIGROUP INC   2012-08-03 2013-06-25
134. E BAY INC   2012-08-03 2013-06-25
130. ENERGEN CORP   2012-08-03 2013-06-25
410. EXPEDITORS INTL WASH INC   2012-08-03 2013-06-25
174. HSBC HOLDINGS PLC SPONS A D R   2011-01-28 2013-06-25
381. MERCK AND CO INC   2006-06-12 2013-06-25
355. MORGAN STANLEY DEAN WITTER & CO   2010-10-26 2013-06-25
95. NATIONAL OILWELL INC COM   2012-08-03 2013-06-25
123. NATIONAL PRESTO INDS INC   2010-10-26 2013-06-25
180. NETGEAR INC   2013-03-01 2013-06-25
10075.567 NUVEEN INFLATION PRO SEC CL I   2013-03-06 2013-06-25
170. OLD DOMINION FGHT LINE INC   2013-03-01 2013-06-25
127. PARKER HANNIFIN CORP   2012-08-03 2013-06-25
49. PIONEER NAT RES CO   2012-08-03 2013-06-25
109. ROSS STORES INC   2012-08-03 2013-06-25
145. SASOL LTD SPONSORED A D R   2013-03-01 2013-06-25
520. SCHWAB CHARLES CORP   2012-08-03 2013-06-25
55. STERICYCLE INC   2010-10-26 2013-06-25
220. SWATCH GROUP AG A D R   2010-10-26 2013-06-25
. TYCO INTL LTD     2013-06-25
38. V F CORP   2010-10-26 2013-06-25
250. EATON CORP PLC   2013-03-01 2013-06-25
1104.159 AMERICAN CENTY INTL BOND FD INSTL   2012-08-28 2013-07-31
87. ITT CORP     2013-07-31
60. JOHNSON & JOHNSON   2005-09-12 2013-07-31
115. MOLSON COORS BREWING CO CL B   2008-11-26 2013-07-31
200. WAL MART STORES INC     2013-07-31
175. XYLEM INC     2013-07-31
. ENRON CORP     2013-10-16
50000. ADAMS CNTY CO SCH 3.000% 12/01/13   2013-03-07 2013-10-28
50000. COLORADO ST WTR 3.000% 9/01/16   2013-03-07 2013-10-28
50. COSTCO WHSL CORP NEW COMMON STOCK   2002-03-27 2013-10-28
702.025 NUVEEN REAL ESTATE SECS I     2013-10-28
70. PEPSICO INC   2005-01-31 2013-10-28
35. APPLE COMPUTER INC   2010-10-26 2013-10-29
55. CHEVRONTEXACO CORP   2010-10-26 2013-10-29
145. COGNIZANT TECH SOLUTIONS CL A   2012-08-03 2013-10-29
4579.059 FORWARD INTERNATIONAL REAL ESTATE     2013-10-29
150. GENERAL DYNAMICS CORP   2010-10-26 2013-10-29
145. GILEAD SCIENCES INC   2010-10-26 2013-10-29
13. GOOGLE INC CL A     2013-10-29
198. HESS CORP   2012-08-03 2013-10-29
250. INTEL CORP   2006-06-27 2013-10-29
264. ISHARES MSCI EMERGING MARKETS ETF   2009-06-24 2013-10-29
80. KIRBY CORP   2013-06-25 2013-10-29
110. LINCOLN ELEC HLDGS INC   2013-06-25 2013-10-29
1275. LONZA GROUP AG UNSPON A D R   2013-03-01 2013-10-29
3586.153 NUVEEN HIGH INCOME BOND FD CL I   2010-06-22 2013-10-29
1984.668 NUVEEN REAL ESTATE SECS I   2012-08-01 2013-10-29
20207.083 OPPENHEIMER COM STR TR FD Y     2013-10-29
381.645 OPPENHEIMER DEVELOPING MARKETS Y   2013-03-06 2013-10-29
225. POTASH CORP SASK-COM   2013-03-01 2013-10-29
6. THE PRICELINE GROUP INC   2013-03-01 2013-10-29
125. QUALCOMM INC   2010-10-26 2013-10-29
136.245 T ROWE PRICE MID CAP GROWTH FD #64   2011-02-01 2013-10-29
324.729 T ROWE PRICE MID CAP VALUE FD INC   2006-05-24 2013-10-29
225. SPDR GOLD SHARES ETF     2013-10-29
180. SANOFI A D R   2013-03-01 2013-10-29
75. SCHLUMBERGER LTD   2006-06-12 2013-10-29
285. SCHWAB CHARLES CORP   2012-08-03 2013-10-29
140. STATE STR CORP   2013-03-01 2013-10-29
105. TERADATA CORP DEL   2013-03-01 2013-10-29
85. WAL MART STORES INC   2005-09-12 2013-10-29
140. WESTERN DIGITAL CORP   2010-10-26 2013-10-29
90. ACE LTD   2006-03-24 2013-10-29
.6951 BANCO BILBAO VIZCAYA ARGEN A D R   2013-10-29 2013-12-02
100. PERRIGO CO   2010-10-26 2013-12-19
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 18,334   14,657 3,677
b 48,340   50,000 -1,660
c 11,837   7,594 4,243
d 11,063   9,026 2,037
e 9,871   8,388 1,483
13,947   5,619 8,328
18,681   14,335 4,346
9,174   7,457 1,717
16,526   14,383 2,143
15,187   14,923 264
19,432   14,069 5,363
8,236   6,080 2,156
16,695   15,323 1,372
7,377   5,462 1,915
101,326   103,241 -1,915
19,540   14,615 4,925
13,937   14,439 -502
13,419   10,937 2,482
6,824   7,667 -843
23,574   10,731 12,843
25,759   19,850 5,909
6,025   5,961 64
6,899   5,019 1,880
50,000   50,235 -235
11,710   14,933 -3,223
11,122   7,736 3,386
44,526   40,908 3,618
96,344   70,630 25,714
14,028   8,585 5,443
10,744   11,749 -1,005
6,776   7,539 -763
22,166   14,159 8,007
10,512   9,019 1,493
12,115   12,515 -400
23,969   14,370 9,599
5,130   5,546 -416
10,889   6,010 4,879
7,070   6,050 1,020
12,983   7,621 5,362
12,613   14,657 -2,044
12,998   9,980 3,018
19,611   15,031 4,580
6,377   7,438 -1,061
16,882   14,547 2,335
17,947   14,474 3,473
13,162   14,199 -1,037
10,299   14,590 -4,291
17,380   14,969 2,411
22,380   14,399 7,981
27,084   15,210 11,874
17,632   11,494 6,138
22,430   12,057 10,373
14,787   14,596 191
16,492   14,306 2,186
4,955   3,875 1,080
20,582   10,354 10,228
9,494   9,355 139
6,957   4,511 2,446
9,951   14,111 -4,160
23,318   8,022 15,296
12     12
50,000   50,758 -758
50,000   50,758 -758
1   1  
11   12 -1
9,384   14,174 -4,790
5,962   2,897 3,065
8,372   6,214 2,158
10,335   5,889 4,446
6,912   5,982 930
6,792   6,645 147
15,246   14,739 507
9,020   9,429 -409
17,659   12,946 4,713
8,861   8,598 263
6,445   7,101 -656
8,839   14,135 -5,296
5,839   6,088 -249
110,630   120,000 -9,370
7,054   6,021 1,033
11,929   10,244 1,685
7,228   4,657 2,571
6,965   7,371 -406
6,006   6,354 -348
10,816   6,495 4,321
5,982   4,022 1,960
5,830   4,286 1,544
13     13
7,135   3,273 3,862
15,697   15,621 76
15,182   16,242 -1,060
2,701   1,762 939
5,625   3,889 1,736
5,758   5,075 683
15,592   11,134 4,458
4,391   5,339 -948
99     99
50,060   50,108 -48
52,997   52,743 254
5,884   2,007 3,877
15,817   15,287 530
5,921   3,768 2,153
18,745   10,788 7,957
6,705   4,668 2,037
12,987   8,337 4,650
74,501   74,444 57
13,130   9,597 3,533
9,961   2,855 7,106
13,273   8,135 5,138
16,560   9,464 7,096
6,098   4,580 1,518
11,381   8,350 3,031
7,166   6,202 964
7,368   6,118 1,250
11,092   7,994 3,098
33,100   29,980 3,120
44,417   43,232 1,185
60,823   65,187 -4,364
14,586   13,484 1,102
7,103   8,886 -1,783
6,399   4,178 2,221
8,631   5,464 3,167
10,082   8,303 1,779
9,930   7,848 2,082
29,261   32,839 -3,578
9,356   8,456 900
6,998   4,297 2,701
6,570   3,560 3,010
9,622   7,930 1,692
4,774   6,173 -1,399
6,569   3,890 2,679
10,103   4,355 5,748
8,647   4,839 3,808
8   8  
15,222   6,627 8,595
      15,998
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       3,677
b       -1,660
c       4,243
d       2,037
e       1,483
      8,328
      4,346
      1,717
      2,143
      264
      5,363
      2,156
      1,372
      1,915
      -1,915
      4,925
      -502
      2,482
      -843
      12,843
      5,909
      64
      1,880
      -235
      -3,223
      3,386
      3,618
      25,714
      5,443
      -1,005
      -763
      8,007
      1,493
      -400
      9,599
      -416
      4,879
      1,020
      5,362
      -2,044
      3,018
      4,580
      -1,061
      2,335
      3,473
      -1,037
      -4,291
      2,411
      7,981
      11,874
      6,138
      10,373
      191
      2,186
      1,080
      10,228
      139
      2,446
      -4,160
      15,296
      12
      -758
      -758
       
      -1
      -4,790
      3,065
      2,158
      4,446
      930
      147
      507
      -409
      4,713
      263
      -656
      -5,296
      -249
      -9,370
      1,033
      1,685
      2,571
      -406
      -348
      4,321
      1,960
      1,544
      13
      3,862
      76
      -1,060
      939
      1,736
      683
      4,458
      -948
      99
      -48
      254
      3,877
      530
      2,153
      7,957
      2,037
      4,650
      57
      3,533
      7,106
      5,138
      7,096
      1,518
      3,031
      964
      1,250
      3,098
      3,120
      1,185
      -4,364
      1,102
      -1,783
      2,221
      3,167
      1,779
      2,082
      -3,578
      900
      2,701
      3,010
      1,692
      -1,399
      2,679
      5,748
      3,808
       
      8,595
       
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 2 314,898
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 184,587 3,650,779 0.050561
2011 179,157 3,720,307 0.048157
2010 168,256 3,604,792 0.046676
2009 191,870 3,395,302 0.05651
2008 214,159 3,874,029 0.055281
2 Total of line 1, column (d) ...................... 2 0.257185
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 0.051437
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 3,841,543
5 Multiply line 4 by line 3....................... 5 197,597
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 3,521
7 Add lines 5 and 6......................... 7 201,118
8 Enter qualifying distributions from Part XII, line 4.............. 8 181,675
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 7,043
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 7,043
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 7,043
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 1,012
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 1,012
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 6,031
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)
    bulletCO
    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 ofbulletUS BANK Telephone no.bullet (503) 464-3580
    Located atbullet555 SW OAKPORTLANDOR ZIP+4bullet97204
    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
     
    No
    .........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
    US BANK TRUSTEE
    1     		61,270    
    PO BOX 3168
    PORTLAND,OR97208
    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  
    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
    192,077
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    7,043
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    7,043
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    185,034
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    185,034
    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
    185,034
    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 7 185,034
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 172,595
    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$ 181,675
    a Applied to 2012, but not more than line 2a 172,595
    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..... 9,080
    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 ..........     		175,954
    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
    COLORADO STATE UNIVERSITY
    FOUNDATION
    410 UNIVERSITY SERVICES CENTER
    FORT COLLINS,CO80523     		NONE PUBLIC GENERAL SUPPORT 9,000
    ST ANTHONY HEALTH FOUNDATION
    FLIGHT FOR LIFE
    4231 WEST SIXTEENTH AVENUE
    DENVER,CO80204     		NONE PUBLIC GENERAL SUPPORT 12,000
    ALPINE RESCUE TEAM
    PO BOX 934
    EVERGREEN,CO80439     		NONE PUBLIC GENERAL SUPPORT 11,000
    JEFFCO ACTION CENTER INC
    8755 W 14TH AVE
    LAKEWOOD,CO80215     		NONE PUBLIC GENERAL SUPPORT 11,353
    ALAN GREEN MEMORIAL
    FOUNDATION INC
    PO BOX 575
    BLACK HAWK,CO80422     		NONE PUBLIC GENERAL SUPPORT 17,000
    COLORADO CANCER RESEARCH
    PROGRAM INC
    2253 S ONEIDA ST
    DENVER,CO80224     		NONE PUBLIC GENERAL SUPPORT 15,000
    DAYTON VOLUNTEER FIRE DEP
    DAYTON RESCUE UNIT
    PO BOX 125
    DAYTON,WY82836     		NONE PUBLIC GENERAL SUPPORT 10,000
    ROCKY MOUNTAIN ACADEMY
    EVERGREEN FND
    2959 ROYAL ELK WAY
    EVERGREEN,CO80439     		NONE PUBLIC GENERAL SUPPORT 15,000
    SHERIDAN COUNTY
    LIBRARY FOUNDATION
    335 W ALGER ST
    SHERIDAN,WY82801     		NONE PUBLIC GENERAL SUPPORT 5,000
    SHERIDAN COUNTY MEMORIAL
    HOSPITAL FOUNDATION
    PO BOX 391
    SHERIDAN,WY82801     		NONE PUBLIC GENERAL SUPPORT 10,000
    SHERIDAN SENIOR
    CITIZENS CENTER
    211 SMITH ST
    SHERIDAN,WY82801     		NONE PUBLIC GENERAL SUPPORT 10,000
    PUBLIC BROADCASTING OF CO
    DIRECTOR OF DONOR SERVIC
    7409 SOUTH ALTON COURT
    CENTENNIAL,CO80112     		NONE PUBLIC GENERAL SUPPORT 5,000
    CRAIG FOUNDATION TRUST
    COMMUNITY RELATIONS
    3425 S CLARKSON
    ENGLEWOOD,CO80110     		NONE PUBLIC GENERAL SUPPORT 10,000
    UNIVERSITY OF COLORADO FOUNDATION
    13001 E 17TH PLACE MAIL STOP A065
    AURORA,CO80045     		NONE PUBLIC GENERAL SUPPORT 8,000
    NATIONAL JEWISH HEALTH
    PO BOX 5898
    DENVER,CO80217     		NONE PUBLIC GENERAL SUPPORT 15,000
    PROJECT SANCTUARY
    PO BOX 1563
    GRANBY,CO80446     		NONE PUBLIC GENERAL SUPPORT 10,000
    Total .................................bullet 3a 173,353
    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 93,870  
    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 .............     		    18 314,898  
    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)..   408,768  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13408,768
    (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:
    PAUL R AND ANNA LEE WHITE FAMILY CHARITABLE
    EIN: 84-6191934
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    PAUL R AND ANNA LEE WHITE FAMILY CHARITABLE
    EIN: 84-6191934
    Name of Bond End of Year Book Value End of Year Fair Market Value
    HONEYWELL INTL 4.250    
    GLAXOSMITHKLINE 4.85    
    BELLSOUTH CORP 5.200 50,101 51,631
    NUVEEN HIGH INCOME BOND FD    
    CATERPILLAR FINANCIAL SE 1.375 25,270 25,098
    ISHARES JP MORGAN BOND    
    GENERAL ELEC CAP CORP 51,930 51,531
    BANK OF MONTREAL MED TERM NOTE 50,106 50,271
    TORONTO DOMINION BANK TERM 25,914 25,956
    BP CAPITAL MARKETS PLC 26,734 26,252
    AMERICAN CENTY INTL BOND    
    ISHARES IBOXX H Y CORP BOND    
    PNC FUNDING CORP 101,454 101,014
    WELLS FARGO CO 2.1 5/8/17 51,485 50,933
    BBT CORP MED TRM 2.15 3/22/17 25,758 25,276
    ORACLE CORP 25,033 24,602

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    PAUL R AND ANNA LEE WHITE FAMILY CHARITABLE
    EIN: 84-6191934
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ACCENTURE LTD 5,605 18,500
    ACE LTD 12,528 24,122
    SCHLUMBERGER LTD 23,229 35,233
    WEATHERFORD INTL LTD 4,973 2,014
    CREDIT SUISSE COMM 47,750 36,669
    LAUDUS INTL MRKTMASTERS 61,097 73,100
    T ROWE PRICE INTL GR&INC 16,695 19,152
    T ROWE PRICE MID CAP VALUE 20,652 25,904
    BERKSHIRE HATHAWAY INC 16,502 23,119
    ISHARES MSCI EMERGING MKTS 118,866 119,841
    ISHARES TR IBOXX HY CORP 49,108 52,477
    ABBOTT LABORATORIES 2,436 3,833
    AMERICAN EXPRESS CO 6,875 15,606
    APACHE CORP 3,387 8,164
    APPLE INC 30,729 36,466
    APTAR GROUP INC 5,894 8,815
    ATMOS ENERGY CORP    
    BRISTOL MYERS SQUIBB CO    
    CAPITOL ONE FINANCIAL CORP 8,056 16,241
    CHEVRON CORPORATION 9,591 14,115
    CONOCOPHILLIPS 5,779 8,831
    E M C CORPORATION 20,342 23,364
    ELI LILLY CO    
    EXELON CORPORATION 6,972 4,109
    EXPEDITORS INTL WASH INC    
    EXPRESS SCRIPTS INC 16,784 23,811
    EXXON MOBIL CORP 21,038 27,324
    GENERAL DYNAMICS 4,671 6,975
    GENERAL ELECTRIC 10,443 8,409
    GILEAD SCIENCES INC 2,638 10,063
    GOLDMAN SACHS GROUP INC 4,845 7,090
    GOOGLE INC 16,589 29,138
    INTEL CORP 13,501 19,129
    INTERNATIONAL BUSINESS MACHINE 8,862 11,817
    J & J SNACK FOODS CORP 5,666 11,694
    JOHNSON & JOHNSON 16,590 21,982
    JOS A BANK CLOTHIERS INC 6,762 8,106
    MERCK & CO INC 8,438 12,513
    MICROSOFT CORP 19,132 24,878
    MORGAN STANLEY    
    NATIONAL PRESTO INDS INC    
    ORACLE CORPORATION 16,707 33,478
    PEPSICO INC 5,652 8,709
    PERRIGO CO 15,221 15,346
    PFIZER INC 3,871 6,769
    QUALCOMM INC 23,159 30,888
    STERICYCLE INC 10,311 16,380
    UNION PACIFIC CORP    
    UNITED TECHNOLOGIES 6,435 14,225
    V F CORP    
    VARIAN MED SYS INC 10,629 14,916
    VISA INC CLASS A 5,814 16,256
    WAL MART STORES INC 19,723 33,522
    WESTERN DIGITAL CORP 5,693 15,354
    XEROX CORP    
    AIR LIQUIDE SA ADR 13,976 16,483
    ALLIANZ SE ADR 14,183 20,686
    AMERICA MOVIL ADT    
    ARM HLDGS PLC ADT 5,110 15,927
    BUNGE LIMITED 14,239 18,721
    COCHLEAR LTD ADR 14,284 10,465
    DASSAULT SYSTEMS ADR 14,176 24,487
    I C I C I BANK LIMITED ADT 14,148 10,296
    NESTLE SA ADR 17,229 23,475
    ROCHE HLDG LTD ADR 13,996 27,097
    ROYAL DUTCH SHELL PLC 14,672 16,463
    SAP AD ADR 14,290 23,179
    SASOL LTD ADR 6,441 6,181
    SWATCH GROUP ADR 9,759 16,633
    TEVA PHARMACEUTICAL INDS LTD    
    WPP PLC ADT 14,191 28,026
    ALLSTATE CORP    
    ILLINOIS TOOL WORKS 4,131 10,510
    MCDONALDS CORP 5,150 8,733
    MEDTRONIC INC 4,238 5,050
    MOLSON COORS BREWING CO    
    REPUBLIC SVCS INC 7,043 8,698
    AMERICAN CENT SMALL CAP VALU 20,000 24,722
    COSTCO WHSL 3,011 8,927
    STATE STR CORP 7,264 9,541
    XLEM INC    
    COGNIZANT TECH SOLUTIONS 12,558 20,398
    UTAH MED PRODS INC 4,246 8,974
    WEIS MKTS INC 6,091 8,042
    HOYA CORP ADR    
    HSBC HOLDINGS PLC    
    NOVO NORDISK AS ADR 8,217 8,314
    TAIWAN SEMICONDUCTOR ADR 15,597 20,544
    NUVEEN INFLATION PRO SEC 127,575 122,460
    NUVEEN REAL ESTATE SECURITY 125,887 113,937
    T ROWE PRICE MID CAP GROWTH 21,697 25,913
    SCOUT INTERNATIONAL 25,000 28,768
    BORG WARNER INC    
    BRINKER INTL INC    
    CITIGROUP INC 8,566 16,675
    COACH INC 14,821 16,278
    CUMMINS INC 17,662 25,657
    DOVER CORP    
    DU PONT E I DE NEMOURS & CO    
    E BAY INC    
    ENERGEN CORP    
    ITT CORP    
    PHILLIPS 66 1,704 4,782
    HESS CORP    
    MATTEL INC 14,082 19,936
    NATIONAL OILWELL VARCO INC 7,549 8,033
    PARKER HANNIFIN CORP 10,489 11,578
    PIONEER NAT RES CO    
    ROCKWELL AUTOMATION INC    
    ROSS STORES INC    
    SCHWAB CHARLES CORP 4,447 9,256
    SUNTRUSTS BKS INC    
    TELEFLEX INC    
    TRIUMPH GROUP INC    
    FANUC CORP ADR    
    ITAU UNIBANCO HOLDINGS ADR 14,612 13,692
    JGC CORP UNSPONSORED ADR 6,567 8,513
    PETROLEO BRASILEIRO SPON ADR 6,060 5,650
    SCHNEIDER ELECT SA UNSP ADR 14,786 21,393
    UNI CHARM CORP ADR 15,949 15,837
    VALE SA SP ADR    
    DRIEHAUS ACTIVE INCOME FUND 55,450 57,533
    FORWARD INTERNATIONAL REAL EST 24,363 23,063
    LOOMIS SAYLES ABS STRAT Y 86,668 86,067
    OPPENHEIMER DEVELOPING MKTS FD 130,532 141,748
    ABERDEEN FDS EMRGN MKT 142,500 132,825
    ALLIANCE DATA SYSTEMS CORP 7,063 7,888
    BAXTER INTERNATIONAL INC 6,337 6,607
    BED BATH & BEYOND INC 10,336 12,045
    BUCKLE INC 6,007 7,096
    CARTERS INC 6,514 6,820
    CHURCH AND DWIGHT CO INC 6,151 6,628
    CINTAS CORP 6,113 8,343
    DONALDSON CO INC 5,986 7,388
    EAGLE MATERIALS INC 6,562 6,582
    EMERSON ELEC CO 7,631 9,474
    EQUIFAX INC 6,171 7,254
    F E I CO 5,959 8,489
    F M C CORPORATION 5,847 7,169
    FAMILY DOLLAR STORES 6,096 6,822
    FOSTER L B CO CL A 6,184 6,621
    GORMAN RUPP CO 6,100 8,775
    GRANITE CONSTRUCTIONS INC 5,915 6,821
    GULF IS FABRICATION INC 5,978 6,502
    HASBRO INC 10,892 14,853
    HAWKINS INC 6,054 5,579
    HEXCEL CORP NEW 6,050 10,055
    HUBBELL INC CL B 5,999 7,079
    HUNT J B TRANS SVC INC 5,902 6,571
    J P MORGAN CHASE CO 12,838 14,912
    JACK HENRY & ASSOCIATES INC 6,142 8,289
    JARDEN CORP 6,181 9,203
    JOHNSON OUTDOORS INC CL A 7,420 7,277
    M T BANK CORP 7,874 8,149
    MICROS SYS INC 6,285 6,598
    MONSTER BEVERAGE CORP 11,386 15,248
    NORTFOLK SOUTHN CORP 7,931 10,211
    PRICELINE COM INC 5,571 9,299
    RPC ENERGY SVCS INC 6,149 6,694
    SCHEIN HENRY INC 6,219 7,998
    SIGNATURE BK 6,206 6,445
    SKYWORKS SOLUTIONS INC 5,927 8,140
    SMITH A O CORP 6,068 9,170
    STRYKER CORP 14,915 17,282
    STURM RUGER & CO INC 8,111 10,598
    UNIT CORP 5,969 7,227
    UNITED THERAPEUTICS CORP 6,334 11,873
    UNUM GROUP 6,350 7,016
    VERISK ANALYTICS INC CL A 12,663 14,130
    3M CO 11,409 15,428
    AIA GROUP LTD ADR 11,994 13,803
    ANHEUSER BUSCH INBEV NV ADR 8,008 9,049
    ATLAS COPCO AB SPONS ADR 10,109 9,605
    B G GROUP PLC ADR 12,532 14,532
    BAIDU COM INC ADR 7,696 15,120
    BANCO BILBAO VIZCAYA ARGEN ADR 6,123 7,905
    BAYERISCHE MOTOREN WERKE ADR 12,102 14,195
    CANADIAN NATL RY CO 9,594 10,834
    CSL LIMITED ADR 9,850 9,846
    DBX GROUP HOLDGS LTD 6,131 6,784
    FAUC CORPORATION ADR 14,182 17,505
    FRESENIUS MED CARE 17,641 18,146
    HONG KONG EXCHANGES ADR 6,240 6,509
    IMPERIAL OIL LTD 12,578 13,932
    LOREAL UNSPONSORED ADR 11,569 13,533
    LVMH MOET HENNESSY LOU VUITT 6,364 6,771
    MITSUBISHI ESTATE LTD ADR 6,550 6,782
    MTN GROUP LTD ADR 6,309 6,510
    NOKIAN TYRES OYJ UNSPON ADR 6,110 6,475
    OAO GAZPROM SPON ADR 5,889 5,796
    SVENSKA HANDELSBANKEN A UNSP 5,966 7,527
    TESCO PLC ADR 6,552 6,568
    TURKIYE GARANTI BANKASI AS ADR 11,697 7,479
    UNILEVER PLC SPSD ADR 6,203 6,386
    XINYI GLASS HOLDINGS LTS ADR 6,511 9,023
    IPATH DOW JONES UBS COMMODITY 118,108 116,681
    NEUBERGER BERMAN LONG SH INS 79,693 86,091
    NUVEEN HIGH INCOME BD FD 165,698 173,527
    PRINCIPAL GL R E SEC INS 80,091 75,967
    ROBECO BOSTON PARTNERS L S RSR 13,581 14,905
    ABBVIE INC 2,642 5,281

    TY 2013 OtherDecreasesSchedule
    Name:
    PAUL R AND ANNA LEE WHITE FAMILY CHARITABLE
    EIN: 84-6191934
    Description Amount
    ADJUSTMENT FOR ROUNDING 6
    MUNI INTEREST AMORTIZATION 1,417


    TY 2013 OtherExpensesSchedule
    Name:
    PAUL R AND ANNA LEE WHITE FAMILY CHARITABLE
    EIN: 84-6191934
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL SERVICES 375 0   375
    ADR FEES 470 0   470


    TY 2013 OtherIncreasesSchedule
    Name:
    PAUL R AND ANNA LEE WHITE FAMILY CHARITABLE
    EIN: 84-6191934
    Description Amount
    ACCRUED INTEREST 25


    TY 2013 TaxesSchedule
    Name:
    PAUL R AND ANNA LEE WHITE FAMILY CHARITABLE
    EIN: 84-6191934
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,947 1,947   0
    FEDERAL TAX PAYMENT - PRIOR YE 4 0   0
    FEDERAL ESTIMATES - PRINCIPAL 1,012 0   0
    FOREIGN TAXES ON QUALIFIED FOR 660 660   0
    FOREIGN TAXES ON NONQUALIFIED 232 232   0