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
ARTHUR B AND MARION V MYERS SUC TA (DR
 

Number and street (or P.O. box number if mail is not delivered to street address)1100 WEHRLE DRIVE 2ND FLOOR   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BUFFALO, NY14221
A Employer identification number

25-6480499
B Telephone number (see instructions)

(716) 842-5506
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$115,789J 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...... 2,005 1,980  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 9,004
b Gross sales price for all assets on line 6a 66,877
7 Capital gain net income (from Part IV, line 2)... 9,004
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........ 11,009 10,984  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 3,055 3,055    
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).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions) Click to see attachment 109 32   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,164 3,087 0 0
25 Contributions, gifts, grants paid........ 5,450 5,450
26 Total expenses and disbursements. Add lines 24 and 25 8,614 3,087 0 5,450
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,395
b Net investment income (if negative, enter -0-) 7,897
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...............      
2 Savings and temporary cash investments.......... 6,578 6,576 6,576
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)........... 88,991 Click to see attachment91,385 109,213
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) 95,569 97,961 115,789
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......... 95,569 97,961
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).................... 95,569 97,961
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 95,569 97,961
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 95,569
2 Enter amount from Part I, line 27a..................... 2 2,395
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 3
4 Add lines 1, 2, and 3.......................... 4 97,967
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 6
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 97,961
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 412.418 ABERDEEN GLBL HIGH INC CL I   2012-01-19 2013-01-24
b 7.95 ABERDEEN GLBL HIGH INC CL I   2012-09-06 2013-01-24
c .819 GUINNESS ATKINSON CHINA HONG KONG FD   2008-10-13 2013-01-24
d 3.446 HARBOR INTERNATIONAL FUND #11   2012-07-26 2013-01-24
e 16. ISHARES HIGH DIVIDEND ETF   2012-11-05 2013-01-24
32. ISHARES HIGH DIVIDEND ETF   2012-01-19 2013-01-24
3.404 LAZARD EMRG MARKETS EQUITY FD CL-I   2008-02-12 2013-01-24
10.657 LITMAN GREGORY MSTRS INTL FD CL-INST   2009-04-17 2013-01-24
1.536 RS GLOBAL NATURAL RESOURCES FUND   2012-12-14 2013-01-24
58. VANGUARD FTSE DEVELOPED MARKET ETF   2012-11-05 2013-01-24
7.981 WILMINGTON SMALL CAP GROWTH FUND -I   2007-12-04 2013-01-24
23.633 WILMINGTON MID CAP GROWTH FUND -I   2012-12-04 2013-01-24
40.641 WILMINGTON LARGE CAP GROWTH FUND -I   2002-10-10 2013-01-24
37.809 WILMINGTON LARGE CAP GROWTH FUND -I   2012-12-04 2013-01-24
10.032 WILMINGTON LARGE CAP VALUE FUND -I   2012-11-05 2013-01-24
3.113 WILMINGTON LARGE CAP VALUE FUND -I   2005-05-06 2013-01-24
30.024 LSV VALUE EQUITY FUND STRATEGY   2013-01-24 2013-04-05
2.709 FEDERATED ULTRA SHORT BOND CL I   2013-01-24 2013-04-05
5.245 T ROWE PRICE LRG CAP GROWTH FD INST   2013-01-24 2013-04-05
22.339 LAZARD EMRG MARKETS EQUITY FD CL-I   2008-02-12 2013-04-05
.986 MORGAN STANLEY FOCUS GROWTH FD CL-I   2012-09-06 2013-04-05
2.015 MORGAN STANLEY FOCUS GROWTH FD CL-I   2013-01-24 2013-04-05
14.962 RS GLOBAL NATURAL RESOURCES FUND   2012-12-14 2013-04-05
23.783 RS GLOBAL NATURAL RESOURCES FUND   2010-02-11 2013-04-05
10.247 RIDGEWORTH SEIX FLTNG RT HI INC FD I   2007-08-27 2013-04-05
8.388 WILMINGTON MULTI-MGR REAL ASSET - I   2012-09-06 2013-04-05
11.146 WILMINGTON SHORT-TERM CORP BOND -I   2010-10-20 2013-04-05
98.834 WILMINGTON LARGE CAP GROWTH FUND -I   2009-06-30 2013-04-05
8.237 WILMINGTON LARGE CAP VALUE FUND -I   2012-07-26 2013-04-05
4.069 WILMINGTON LARGE CAP VALUE FUND -I   2012-11-05 2013-04-05
69.044 WILMINGTON LARGE CAP VALUE FUND -I   2010-10-20 2013-04-05
18.581 WILMINGTON BROAD MARKET BOND FUND -I   2012-12-04 2013-04-05
1.506 GUINNESS ATKINSON CHINA HONG KONG FD   2013-04-05 2013-06-03
17.356 GUINNESS ATKINSON CHINA HONG KONG FD   2008-12-30 2013-06-03
1.749 HARBOR INTERNATIONAL FUND #11   2013-04-05 2013-06-03
5.034 LAZARD EMRG MARKETS EQUITY FD CL-I   2012-07-26 2013-06-03
46.467 LAZARD EMRG MARKETS EQUITY FD CL-I   2012-12-24 2013-06-03
28.415 LAZARD EMRG MARKETS EQUITY FD CL-I   2011-02-10 2013-06-03
1.417 MORGAN STANLEY FOCUS GROWTH FD CL-I   2012-07-26 2013-06-03
58.419 WILMINGTON SHORT-TERM CORP BOND -I   2010-10-20 2013-06-03
7.343 WILMINGTON SMALL CAP GROWTH FUND -I   2013-04-05 2013-06-03
7.379 WILMINGTON LARGE CAP GROWTH FUND -I   2009-06-30 2013-06-03
4.778 WILMINGTON LARGE CAP VALUE FUND -I   2012-07-26 2013-06-03
6.444 WILMINGTON MULTI-MGR INTERNATIONAL-I   2008-08-26 2013-06-03
48.107 WILMINGTON BROAD MARKET BOND FUND -I   2013-01-24 2013-06-03
47.727 WILMINGTON BROAD MARKET BOND FUND -I   2009-06-30 2013-06-03
10.809 LSV VALUE EQUITY FUND STRATEGY   2012-11-05 2013-08-05
14.555 LSV VALUE EQUITY FUND STRATEGY   2013-06-03 2013-08-05
1.136 T ROWE PRICE LRG CAP GROWTH FD INST   2013-01-24 2013-08-05
11.648 T ROWE PRICE LRG CAP GROWTH FD INST   2013-06-03 2013-08-05
53.73 LAZARD EMRG MARKETS EQUITY FD CL-I   2012-07-26 2013-08-05
8.165 LITMAN GREGORY MSTRS INTL FD CL-INST   2013-06-03 2013-08-05
95.007 RIDGEWORTH SEIX FLTNG RT HI INC FD I   2008-04-25 2013-08-05
125.529 RIDGEWORTH SEIX FLTNG RT HI INC FD I   2013-01-24 2013-08-05
11.43 RIDGEWORTH SEIX FLTNG RT HI INC FD I   2013-06-03 2013-08-05
14.419 TIAA-CREF MID-CAP VALUE FD RETAIL CL   2013-06-03 2013-08-05
47.241 WELLS FARGO ADV EMRG MKT CL I   2013-06-03 2013-08-05
5.293 WILMINGTON SMALL CAP GROWTH FUND -I   2013-04-05 2013-08-05
4.946 WILMINGTON SMALL CAP GROWTH FUND -I   2007-12-04 2013-08-05
23.179 WILMINGTON MID CAP GROWTH FUND -I   2013-06-03 2013-08-05
101.844 WILMINGTON LARGE CAP GROWTH FUND -I   2009-06-30 2013-08-05
12.814 WILMINGTON LARGE CAP VALUE FUND -I   2012-07-26 2013-08-05
7.357 WILMINGTON MULTI-MGR INTERNATIONAL-I   2008-08-26 2013-08-05
1.534 DREYFUS INTERNATIONAL BOND CL I   2013-01-24 2013-09-09
2.812 FEDERATED ULTRA SHORT BOND CL I   2013-01-24 2013-09-09
.505 FEDERATED ULTRA SHORT BOND CL I   2013-06-03 2013-09-09
.996 HARBOR INTERNATIONAL FUND #11   2013-08-05 2013-09-09
1.474 T ROWE PRICE LRG CAP GROWTH FD INST   2013-01-24 2013-09-09
58.449 LAZARD EMRG MARKETS EQUITY FD CL-I   2008-12-22 2013-09-09
7.123 LITMAN GREGORY MSTRS INTL FD CL-INST   2013-06-03 2013-09-09
4.318 MORGAN STANLEY FOCUS GROWTH FD CL-I   2013-08-05 2013-09-09
122.783 RIDGEWORTH SEIX FLTNG RT HI INC FD I   2013-01-24 2013-09-09
155.843 TIAA-CREF MID-CAP VALUE FD RETAIL CL   2013-01-24 2013-09-09
4.063 TIAA-CREF MID-CAP VALUE FD RETAIL CL   2013-04-05 2013-09-09
109.354 TIAA-CREF MID-CAP VALUE FD RETAIL CL   2012-07-26 2013-09-09
49.654 WELLS FARGO ADV EMRG MKT CL I   2013-06-03 2013-09-09
9.182 WILMINGTON SHORT-TERM CORP BOND -I   2013-01-24 2013-09-09
13.204 WILMINGTON MULTI-MGR INTERNATIONAL-I   2008-08-26 2013-09-09
3.101 WILMINGTON BROAD MARKET BOND FUND -I   2013-08-05 2013-09-09
7.727 LSV VALUE EQUITY FUND STRATEGY   2013-09-09 2013-11-04
9.253 LSV VALUE EQUITY FUND STRATEGY   2012-07-26 2013-11-04
101.025 LSV VALUE EQUITY FUND STRATEGY   2012-11-05 2013-11-04
47.716 DWS FLOATING RATE CL I   2013-08-05 2013-11-04
1.51 DREYFUS INTERNATIONAL BOND CL I   2013-01-24 2013-11-04
7.566 DREYFUS INTERNATIONAL BOND CL I   2013-08-05 2013-11-04
119.759 DREYFUS INTERNATIONAL BOND CL I   2010-12-29 2013-11-04
6.231 FEDERATED ULTRA SHORT BOND CL I   2013-08-05 2013-11-04
224.741 FEDERATED ULTRA SHORT BOND CL I   2012-03-16 2013-11-04
2.822 HARBOR INTERNATIONAL FUND #11   2013-08-05 2013-11-04
6.416 LITMAN GREGORY MSTRS INTL FD CL-INST   2013-06-03 2013-11-04
72.629 MFS EMERGING MARKETS DEBT FUND - I   2013-04-05 2013-11-04
6.386 MFS EMERGING MARKETS DEBT FUND - I   2013-06-03 2013-11-04
2.727 MFS INTL NEW DISCOVERY CL I   2013-09-09 2013-11-04
3.254 MORGAN STANLEY FOCUS GROWTH FD CL-I   2012-07-26 2013-11-04
4.568 MORGAN STANLEY FOCUS GROWTH FD CL-I   2013-08-05 2013-11-04
51.131 RIDGEWORTH SEIX FLTNG RT HI INC FD I   2013-01-24 2013-11-04
5.641 STERLING CAPITAL MID-CAP VALUE CL-I   2013-09-09 2013-11-04
13.391 WILMINGTON SHORT-TERM CORP BOND -I   2013-01-24 2013-11-04
5.979 WILMINGTON SHORT-TERM CORP BOND -I   2013-08-05 2013-11-04
354.368 WILMINGTON SHORT-TERM CORP BOND -I   2012-03-16 2013-11-04
1.741 WILMINGTON SMALL CAP GROWTH FUND -I   2013-09-09 2013-11-04
124.777 WILMINGTON SMALL CAP GROWTH FUND -I   2012-07-26 2013-11-04
4.896 WILMINGTON MID CAP GROWTH FUND -I   2013-04-05 2013-11-04
113.836 WILMINGTON LARGE CAP GROWTH FUND -I   2009-07-07 2013-11-04
4.959 WILMINGTON LARGE CAP VALUE FUND -I   2013-09-09 2013-11-04
294.471 WILMINGTON LARGE CAP VALUE FUND -I   2012-07-26 2013-11-04
27.071 WILMINGTON MULTI-MGR INTERNATIONAL-I   2008-08-26 2013-11-04
594.365 WILMINGTON BROAD MARKET BOND FUND -I   2009-06-30 2013-11-04
30.379 WILMINGTON BROAD MARKET BOND FUND -I   2013-08-05 2013-11-04
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 4,182   3,943 239
b 81   77 4
c 25   18 7
d 219   192 27
e 981   974 7
1,962   1,771 191
67   75 -8
166   101 65
59   57 2
2,095   1,929 166
145   143 2
371   336 35
333   320 13
310   298 12
111   105 6
34   35 -1
518   466 52
25   25  
105   103 2
424   494 -70
41   38 3
84   84  
571   546 25
908   698 210
93   98 -5
129   122 7
115   115  
828   741 87
94   80 14
46   42 4
786   675 111
186   187 -1
43   41 2
500   366 134
115   110 5
95   91 4
881   922 -41
539   594 -55
63   53 10
602   602  
146   135 11
66   46 20
57   47 10
46   51 -5
474   481 -7
470   445 25
215   164 51
289   271 18
27   22 5
273   250 23
982   877 105
139   135 4
858   880 -22
1,134   1,135 -1
103   103  
321   297 24
1,013   1,040 -27
114   97 17
107   89 18
420   374 46
959   631 328
158   125 33
53   59 -6
25   27 -2
26   26  
5   5  
67   67  
35   29 6
1,085   799 286
121   117 4
216   211 5
1,105   1,110 -5
3,408   2,945 463
89   82 7
2,392   1,867 525
1,080   1,093 -13
94   95 -1
96   105 -9
29   30 -1
159   150 9
190   128 62
2,078   1,537 541
452   452  
25   26 -1
125   126 -1
1,982   1,928 54
57   57  
2,059   2,057 2
200   189 11
114   106 8
1,079   1,186 -107
95   99 -4
78   75 3
178   121 57
250   220 30
463   462 1
111   105 6
138   138  
62   61 1
3,650   3,561 89
39   37 2
2,830   1,869 961
92   78 14
1,135   696 439
63   60 3
3,725   2,295 1,430
206   216 -10
5,765   5,516 249
295   293 2
      1,953
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       239
b       4
c       7
d       27
e       7
      191
      -8
      65
      2
      166
      2
      35
      13
      12
      6
      -1
      52
       
      2
      -70
      3
       
      25
      210
      -5
      7
       
      87
      14
      4
      111
      -1
      2
      134
      5
      4
      -41
      -55
      10
       
      11
      20
      10
      -5
      -7
      25
      51
      18
      5
      23
      105
      4
      -22
      -1
       
      24
      -27
      17
      18
      46
      328
      33
      -6
      -2
       
       
       
      6
      286
      4
      5
      -5
      463
      7
      525
      -13
      -1
      -9
      -1
      9
      62
      541
       
      -1
      -1
      54
       
      2
      11
      8
      -107
      -4
      3
      57
      30
      1
      6
       
      1
      89
      2
      961
      14
      439
      3
      1,430
      -10
      249
      2
       
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 9,004
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 5,234 106,746 0.049032
2011 5,869 112,628 0.05211
2010 5,657 109,842 0.051501
2009 4,941 100,295 0.049265
2008 7,257 120,917 0.060016
2 Total of line 1, column (d) ...................... 2 0.261924
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 0.052385
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 110,230
5 Multiply line 4 by line 3....................... 5 5,774
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 79
7 Add lines 5 and 6......................... 7 5,853
8 Enter qualifying distributions from Part XII, line 4.............. 8 5,450
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 1 158
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............................ 3 158
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- ..... 5 158
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 40
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 40
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 9 118
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)
    bulletPA
    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 ofbulletM & T TRUST CO Telephone no.bullet (716) 842-5506
    Located atbullet1100 WEHRLE DRIVE 2ND FLOORAMHERSTNY ZIP+4bullet14221
    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
    M T TRUST COMPANY TRUSTEE
    10     		3,055    
    1100 WEHRLE DRIVE 2ND FLOOR
    AMHERST,NY14221
    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
    5,512
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    158
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    158
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    5,354
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    5,354
    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
    5,354
    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 5,354
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 4,668
    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$ 5,450
    a Applied to 2012, but not more than line 2a 4,668
    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..... 782
    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 ..........     		4,572
    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
    UNIV OF TEXAS - BOARD OF REGENTS
    OFFICE ESTATES/TRUSTS ATTN-J LYNCH
    AUSTIN,TX78701     		NONE PC CHARITABLE 5,450
    Total .................................bullet 3a 5,450
    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 2,005  
    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 9,004  
    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)..   11,009  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1311,009
    (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 InvestmentsOtherSchedule2
    Name:
    ARTHUR B AND MARION V MYERS SUC TA (DR
    EIN: 25-6480499
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    HARBOR INTERNATIONAL FUND #11 AT COST 4,893 7,689
    MORGAN STANLEY SM CO GRWTH AT COST 4,781 4,689
    MFS INTL NEW DISCOVERY FD AT COST 3,741 3,982
    T ROWE PRICE INSTL LG CAP GRWT AT COST 2,428 4,622
    STERLING CAPITAL MID-CAP VALUE AT COST 6,172 6,466
    LAZARD EMERGING MKTS      
    RIDGEWORTH SEIX FLT RATE CL I AT COST 2,521 2,721
    ISHARES RUSSELL 2000 VALUE ETF AT COST 2,274 2,388
    GUINNESS ATKINSON CHINA & HK      
    DREYFUS INTL BOND FUND      
    MFS EMERGING MKTS DEBT FUND AT COST 5,264 5,318
    DIAMOND HILL LARGE-CAP FD AT COST 5,649 5,603
    LSV VALUE EQUITY FUND AT COST 2,717 5,755
    ARTIO GLOBAL HI INCOME      
    MORGAN STANLEY FOCUS GRWTH AT COST 4,746 7,095
    RS GLOBAL NATURAL RESOURCES      
    SCOUT UNCONSTRAINED BD FD AT COST 5,797 5,787
    DWS FLOATING RATE FD AT COST 2,717 2,721
    FEDERATED ULTRA SHORT BOND      
    FPA NEW INCOME FD AT COST 2,390 2,369
    LITMAN GREGORY MSTRS INTL AT COST 3,109 4,759
    WILMINGTON BROAD MKT BD FD AT COST 6,229 6,460
    WILMINGTON ST CORP BD FD AT COST 3,229 3,366
    TIAA-CREF MID-CAP VALUE FD      
    WILMINGTON LGE CAP GRWTH FD      
    WILMINGTON LGE CAP VALUE FD      
    WILMINGTON MID CAP GRWTH FD AT COST 3,641 6,417
    WILMINGTON MULTI MGR REAL ASSE AT COST 5,342 5,443
    WILMINGTON SMALL CAP GRWTH FD      
    VANGUARD MSCI EAFE ETF      
    WILMINGTON MULTI MGR INTL FD AT COST 8,246 10,069
    ISHARES HI DIVIDEND EQUITY ETF      
    WILMINGTON MULTI MGR ALT FD AT COST 5,499 5,494

    TY 2013 OtherDecreasesSchedule
    Name:
    ARTHUR B AND MARION V MYERS SUC TA (DR
    EIN: 25-6480499
    Description Amount
    ADJ ROC ABERDEEN GLBL HI INC 6


    TY 2013 OtherIncreasesSchedule
    Name:
    ARTHUR B AND MARION V MYERS SUC TA (DR
    EIN: 25-6480499
    Description Amount
    ADJUSTMENT DUE TO ROUNDING 3


    TY 2013 TaxesSchedule
    Name:
    ARTHUR B AND MARION V MYERS SUC TA (DR
    EIN: 25-6480499
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAXES PRIOR YEAR BALAN 37 0   0
    FEDERAL ESTIMATED TAX DEPOSITS 40 0   0
    FOREIGN TAXES ON QUALIFIED FOR 18 18   0
    FOREIGN TAXES ON NONQUALIFIED 14 14   0