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
THE EDOUARD FOUNDATION INC
 
% FOURPOINTS ASSET MANAGEMENT
Number and street (or P.O. box number if mail is not delivered to street address)C/O FOURPOINTS ASSET MANAGEMENT INCONE PENN PLAZA Suite 1628Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10119
A Employer identification number

13-3446831
B Telephone number (see instructions)

(212) 991-6217
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$12,980,230J 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) 0
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 189,313 189,313  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,175,720
b Gross sales price for all assets on line 6a 2,807,723
7 Capital gain net income (from Part IV, line 2)... 1,106,359
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 21,659 21,659  
12 Total. Add lines 1 through 11........ 1,386,692 1,317,331  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 6,225 6,225 0 0
c Other professional fees (attach schedule).... Click to see attachment 16,000 16,000    
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 20,274 20,274    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 2,055     2,055
23 Other expenses (attach schedule)....... Click to see attachment 94,902 93,903   999
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 139,456 136,402 0 3,054
25 Contributions, gifts, grants paid........ 493,500 493,500
26 Total expenses and disbursements. Add lines 24 and 25 632,956 136,402 0 496,554
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 753,736
b Net investment income (if negative, enter -0-) 1,180,929
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 17,274 163,391 163,391
2 Savings and temporary cash investments.......... 707,497 695,071 695,071
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 6,605,288 Click to see attachment7,164,222 10,622,289
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)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment1,333,234 Click to see attachment1,499,479 Click to see attachment1,499,479
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,663,293 9,522,163 12,980,230
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......... 8,663,293 9,522,163
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).................... 8,663,293 9,522,163
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 8,663,293 9,522,163
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 8,663,293
2 Enter amount from Part I, line 27a..................... 2 753,736
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 105,134
4 Add lines 1, 2, and 3.......................... 4 9,522,163
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 9,522,163
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 LIFE TECHNOLOGIES - 300 SHS P 2011-10-07 2013-01-18
b LIFE TECHNOLOGIES CORP - 1,480 SHS P 2008-12-08 2013-01-18
c GILEAD SECURITIES - 660 SHS P 2012-02-17 2013-01-24
d SPX CORP - 500 SHS P 2009-05-28 2013-02-25
e SPX CORP - 620 SHS P 2009-05-28 2013-02-25
EXELIS INC - 2,000 SHS P 2007-07-31 2013-03-01
EXELIS INC - 1,500 SHS P 2008-09-24 2013-03-01
GILEAD SCIENCES - 260 SHS P 2012-02-17 2013-03-06
GDF SUEZ ADR - 4,770 SHS P 2012-01-20 2013-03-21
BROOKFIELD RESIDENTIAL - 1,160 SHS   2011-05-23 2013-03-26
GILEAD SCIENCES - 2,220 SHS P 2012-02-17 2013-03-28
THERMO FISHER SCIENTIFIC - 2,220 SHS P 2006-02-14 2013-04-03
KINDER MORGAN WARRANTS - 3,520 SHS P 2011-08-09 2013-04-04
THERMO FISHER SCIENTIFIC - 2,580 SHS P 2006-02-14 2013-04-11
LIFE TECHNOLOGIES CORP - 3,520 SHS P 2008-12-08 2013-04-15
SENIOR HOUSING PROPERTIES - 2,890 SHS P 2011-06-28 2013-04-24
MATSON INC - 2,200 SHS P 2010-09-17 2013-05-07
MATSON INC - 2,000 SHS P 2012-05-10 2013-05-07
ARTHUR J. GALLAGHER & CO - 700 SHS P 2011-07-17 2013-05-16
ARTHUR J. GALLAGHER & CO. - 2,290 SHS P 2009-02-05 2013-05-16
BANCO LATINAMERICANO - 2,370 SHS P 2011-10-20 2013-07-17
KINDER MORGAN INC - 2,327 SHS P 2011-08-09 2013-07-17
HUBBELL INC - 200 SHS P 2012-05-24 2013-07-23
HUBBELL INC - 280 SHS   2011-04-12 2013-07-23
REGIONS FINANCIAL CORP - 9,810 SHS P 2011-04-19 2013-07-24
AIR PRODUCTS & CHEMICALS - 690 SHS P 2010-05-12 2013-07-25
RPM INTERNATIONAL - 2,870 SHS P 2011-04-13 2013-07-25
AIRGAS INC - 150 SHS P 2010-12-01 2013-09-26
AIR PRODUCTS & CHEMICALS INC - 60 SHS P 2000-05-12 2013-09-26
AIR PRODUCTS & CHEMICALS -1 020 SHS P 2010-02-08 2013-09-26
WHITING PETROLEUM - 850 SHS P 2012-03-22 2013-10-10
AIRGAS INC - 30 SHS   2010-12-01 2013-10-16
WESTERN UNION - 4,500 SHS   2006-11-16 2013-10-28
WESTERN UNION - 1,800 SHS P 2011-08-25 2013-10-28
PALL CORP - 600 SHS P 2011-08-08 2013-10-28
PALL CORP - 240 SHS   2008-04-01 2013-10-28
XYLEM INC - 2,000 SHS P 2007-07-31 2013-10-29
XYLEM INC - 920 SHS P 2008-09-24 2013-10-29
ITT CORP - 130 SHS P 2007-07-31 2013-10-31
LITTLEFUSE INC - 540 SHS P 2011-08-08 2013-10-31
WILLIAMS COS - 4,500 SHS P 2010-09-16 2013-12-16
WILLIAMS COS - 1,400 SHS   2008-10-10 2013-12-16
CLASS ACTION PROCEEDS P 2012-01-01 2013-12-31
PHILIPPE FUND INTERNATIONAL P 2013-01-01 2013-12-31
PHILIPPE FUND INTERNATIONAL P 2012-01-01 2013-12-31
(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 18,267   11,114 7,153
b 90,117   33,022 57,095
c 51,507   30,832 20,675
d 41,075   32,088 8,987
e 50,934   27,724 23,210
21,374   29,799 -8,425
16,031   19,135 -3,104
11,743   6,073 5,670
94,037   130,512 -36,475
27,936   12,684 15,252
108,344   51,853 56,491
174,919   76,205 98,714
17,780   6,723 11,057
207,703   88,562 119,141
257,825   78,540 179,285
82,232   64,365 17,867
56,935   37,360 19,575
51,759   47,181 4,578
32,046   19,610 12,436
104,835   42,853 61,982
59,146   38,638 20,508
92,810   74,743 18,067
21,363   15,848 5,515
29,908   18,916 10,992
102,149   67,429 34,720
73,202   49,667 23,535
101,651   65,704 35,947
15,879   9,270 6,609
6,636   4,319 2,317
112,813   70,570 42,243
53,924   46,089 7,835
3,286   1,854 1,432
87,602   105,644 -18,042
35,041   29,176 5,865
48,328   25,988 22,340
19,331   8,318 11,013
65,065   73,876 -8,811
29,930   29,096 834
5,117   3,193 1,924
46,904   22,370 24,534
157,979   67,119 90,860
49,149   16,669 32,480
766     766
    11,399 -11,399
73,111     73,111
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       7,153
b       57,095
c       20,675
d       8,987
e       23,210
      -8,425
      -3,104
      5,670
      -36,475
      15,252
      56,491
      98,714
      11,057
      119,141
      179,285
      17,867
      19,575
      4,578
      12,436
      61,982
      20,508
      18,067
      5,515
      10,992
      34,720
      23,535
      35,947
      6,609
      2,317
      42,243
      7,835
      1,432
      -18,042
      5,865
      22,340
      11,013
      -8,811
      834
      1,924
      24,534
      90,860
      32,480
      766
      -11,399
      73,111
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 1,106,359
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 511,607 10,308,167 0.049631
2011 506,610 9,971,863 0.050804
2010 409,255 9,030,812 0.045318
2009 352,573 7,350,153 0.047968
2008 425,000 8,074,295 0.052636
2 Total of line 1, column (d) ...................... 2 0.246357
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 0.049271
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 11,942,452
5 Multiply line 4 by line 3....................... 5 588,417
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 11,809
7 Add lines 5 and 6......................... 7 600,226
8 Enter qualifying distributions from Part XII, line 4.............. 8 496,554
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 23,619
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 23,619
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 23,619
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 14,320
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 35,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 49,320
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 25,701
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet25,701 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
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)
    bulletNY
    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 ofbulletFOURPOINTS ASSET MANAGEMENT Telephone no.bullet (212) 991-6217
    Located atbulletONE PENN PLAZA - SUITE 1628NEW YORKNY ZIP+4bullet10119
    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
    SANDRA FINCH NGUYEN VICE-PRESIDENT
    0     		0    
    C/O FOURPOINTS ASSET MANAGEMENT INC
    NEW YORK,NY10119
    CHRISTOPHER FINCH PRESIDENT
    0     		0    
    C/O FOURPOINTS ASSET MANAGEMENT INC
    NEW YORK,NY10119
    RONALD FINCH VICE-PRESIDENT
    0     		0    
    C/O FOURPOINTS ASSET MANAGEMENT INC
    NEW YORK,NY10119
    EDWIN MARGOLIUS SECRETARY
    0     		0    
    C/O FOURPOINTS ASSET MANAGEMENT INC
    NEW YORK,NY10119
    AARON FINCH TREASURER
    0     		0    
    C/O FOURPOINTS ASSET MANAGEMENT INC
    NEW YORK,NY10119
    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
     
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    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
    597,123
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    23,619
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    23,619
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    573,504
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    573,504
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    573,504
    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 7 573,504
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:2011, 2010, 2009 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 23,688
    b From 2009.......  
    c From 2010.......  
    d From 2011....... 32,111
    e From 2012....... 15,599
    fTotal of lines 3a through e......... 71,398
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 496,554
    a Applied to 2012, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2013 distributable amount..... 496,554
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2013. 71,398 71,398
    (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  
    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......     		 
    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 ..........     		5,552
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    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
    WITTE MUSEUM
    3801 BROADWAY
    SAN ANTONIO,TX78209     		N/A PC MAJOR CAMPUS EXPANSION 10,000
    GOOD SAMARITAN COMMUNITY SERVICES
    1600 SALTILLO
    SAN ANTONIO,TX78207     		N/A PC SUMMER YOUTH DEVELOPMENT PROGRAM AND OPERATIONAL SUPPORT 6,000
    ZUMIX
    260 SUMNER STREET
    EAST BOSTON,MA02128     		N/A PC GENERAL PURPOSES 10,000
    COMMUNITY FOUNDATION OF THE VIRGIN ISLANDS
    PO BOX 11790
      ST. THOMAS00801
    VQ     		N/A PC VIRTUES PROJECT IN THE VIRGIN ISLANDS PUBLIC SHCOOLS 33,500
    BIG APPLE CIRCUS
    E METROTECH CENTER - 3RD FLOOR
    NEW YORK,NY11201     		N/A PC CLOWN CARE PROGRAM 10,000
    GREEN CHIMNEYS
    400 DOANSBURY ROAD
    PO BOX 719
    BREWSTER,NY105090268     		N/A PC WORK READINESS PROGRAM 8,000
    KIDS IN CRISIS
    ONE SALEM STREET
    COS COB,CT06807     		N/A PC SAFE HAVEN FOR KIDS PROGRAM 15,000
    INSTITUTE FOR RECONSTRUCTIVE PLASTIC SURGERY
    317 EAST 34TH STREET - ROOM 901
    NEW YORK,NY10016     		N/A PC GENERAL OPERATING SUPPORT 15,000
    PERSON TO PERSON
    1864 POST ROAD
    DARIEN,CT06820     		N/A PC HARRIET T. MCCORKLE SCHOLARSHIP FUND 10,000
    THE SEEING EYE
    PO BOX 375
    MORRISTOWN,NJ079630375     		N/A PC GENERAL OPERATING ASSISTANCE 5,000
    THE AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY
    520 EIGHTH AVENUE - 7TH FLOOR
    NEW YORK,NY10018     		N/A PC GENERAL PURPOSES 10,000
    WESTCHESTER JEWISH COMMUNITY SERVICES
    845 NORTH AVENUE SUITE 2
    WHITE PLAINS,NY10603     		N/A PC SUPPORT OF SENIOR PROGRAMS, INCLUDING LECTURES AND FIELD TRIPS, AT THE SINAI FREE SYNAGOGUE. 5,000
    FRIENDS OF MAN
    5594 SOUTH PRINCE STREET
    LITTLETON,CO801201126     		N/A PC GENERAL PURPOSES 5,000
    SIANI FREE SYNAGOGUE
    550 NORTH COLUMBUS AVENUE
    MOUNT VERNON,NY10552     		N/A PC SOCIAL ACTION PROGRAMS 5,000
    BE THE MATCH (THE MARROW FOUNDATION)
    3001 BROADWAY STREET NE - SUITE
    MINNEAPOLIS,MN554131753     		N/A PC AMY STRELZER MANESEVIT RESEARCH PROGRAM FOR THE STUDY OF POST-TRANSPLANT COMPLICATIONS 5,000
    POST-POLIO HEALTH
    4207 LINDELL BOULEVARD - 110
    ST LOUIS,MO631082930     		N/A PC FILMING OF PH1'S 11TH INTERNATIONAL CONFERENCE 5,000
    DOCTORS WITHOUT BORDERS
    333 SEVENTH AVENUE - 2ND FLOOR
    NEW YORK,NY10001     		N/A PC GENERAL PURPOSES ($10,000) AND MEDICAL DISASTER REFLIEF IN THE PHILIPPIENS ($15,000), MEMORY OF HUGO S. KIERSZWNBAUM ($500) - GENERAL PURPOSES 25,500
    AMERICAN FRIENDS OF THE JORDON RIVER VILLAGE
    600 COLUMBUS AVENUE 9H
    NEW YORK,NY10024     		N/A PC GENERAL PURPOSES 5,000
    CAMP SUMMIT
    17210 CAMPBELL ROAD - SUITE 180-W
    DALLAS,TX75252     		N/A PC CAMPING PROGRAM 5,000
    OPEN ARMS FOR CHILDREN
    PO BOX 2198
    LITCHFIELD PARK,AZ85340     		N/A PC GENERAL OPERATING FUNDS 20,000
    SAN ANTONIO CONSERVATION SOCIETY
    107 KING WILLIAM STREET
    SAN ANTONIO,TX78204     		N/A PC HERITAGE EDUCATION TOURS PROGRAM 7,000
    WEST END SYNAGOGUE
    190 AMSTERDAM AVENUE
    NEW YORK,NY10023     		N/A PC SOCIAL ACTION AND EDUCATIONAL PROGRAMS 2,500
    AUSTIN ZOO
    10808 RAWHIDE TRAIL
    AUSTIN,TX78736     		N/A PC GENERAL SUPPORT 10,000
    BLUESKY GLOBAL MINISTRIES INC
    900 WESTPARK DRIVE - SUITE 300
    PEACHTREE CITY,GA30269     		N/A PC CAMP BLUESKY 5,000
    BRONXVILLE BEAUTIFICATION COUNCIL
    18 GREENFIELD AVENUE
    BRONXVILLE,NY10708     		N/A PC PLANTINGS IN THE COMMUNITY 500
    JEWISH GUILD FOR HEALTHCARE
    15 WEST 65TH STREET
    NEW YORK,NY100236601     		N/A PC GENERAL PURPOSES 2,000
    LAUREL HOUSE
    1616 WASHINGTON BOULEVARD
    STAMFORD,CT06902     		N/A PC GENERAL PURPOSES 3,000
    TEXAS BIOMEDICAL RESEARCH INSTITUTE
    7620 NW LOOP 410
    SAN ANTONIO,TX78227     		N/A PC SUPPORTING RECRUITMENT OF A SPECIALIST IN BIOINFORMATICS 25,000
    THE FUND
    1149 E COMMERCE STREET - SUITE 297
    SANANTONIO,TX78205     		N/A PC LUMINARIA INTERN 2,500
    THE LEGAL AID SOCIETY
    199 WATER STREET - 6TH FLOOR
    NEW YORK,NY10038     		N/A PC GENERAL PURPOSES 12,500
    THE LEUKEMIA & LYMPHOMA SOCIETY
    1311 MAMARONECK AVENUE - SUITE 310
    WHITE PLAINS,NY10605     		N/A PC GENERAL PURPOSES 2,000
    THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER
    580 WHITE PLAINS ROAD - SUITE 510
    TARRYTOWN,NY10591     		N/A PC MHA'S SPECIAL PROGRAM IN COOPERATION WITH THE FAMILY COURT TO PROVIDE THERAPEUTIC SERVICES TO NEEDY AND HOMELESS CHILDREN REFERRED TO THE AGENCY BY THE COURT (CASA). 5,000
    THE SLE FOUNDATION
    330 SEVENTH AVENUE - SUITE 1701
    NEW YORK,NY10001     		N/A PC MEDICAL RESEARCH 3,000
    TRAMA AND RESILIENCY RESOURCES INC
    26 WEST NINTH STREET - 5E
    NEW YORK,NY100118922     		N/A PC WARRIOR CAMP 4,500
    TRINITY UNIVERSITY
    ONE TRINITY PLACE
    SAN ANTONIO,TX782127200     		N/A PC BOOKS AND ACTIVITIES ENVISIONED IN THE PRESS' TEN ANNIVERSARY YEAR 15,000
    WOMEN'S INITATIVE
    22 CORTLAND STREET -12TH FLOOR
    NEW YORK,NY10007     		N/A PC GENERAL PURPOSES 3,000
    ARTPACE
    445 NORTH MAIN AVENUE
    SAN ANTONIO,TX78205     		N/A PC OPERATIONAL SUPPORT 5,000
    AUSTIN HUMANE SOCIETY
    124 ANDERSON LANE
    AUSTIN,TX78752     		N/A PC GENERAL SUPPORT 7,500
    AUSTIN PETS ALIVE
    1156 WEST CESAR CHAVEZ
    AUSTIN,TX78703     		N/A PC GENERAL SUPPORT 10,000
    CAMBA
    1720 CHURCH AVENUE - 2ND FLOOR
    BROOKLYN,NY11226     		N/A PC GENERAL OPERATING BUDGET 15,000
    COALITION FOR THE HOMELESS
    129 FULTON STREET
    NEW YORK,NY10038     		N/A PC GENERAL PURPOSES 20,000
    DC RAPE CRISIS CENTER
    PO BOX 34125
    WASHINGTON,DC20043     		N/A PC GENERAL PURPOSES 10,000
    GEMINI INK
    513 S PRESA
    SAN ANTONIO,TX78205     		N/A PC OPERATIONAL SUPPORT 1,000
    INSPIRCA
    141 FRANKLIN STREET
    STAMFORD,CT06901     		N/A PC GENERAL OPERATING SUPPORT 4,500
    LAS CASAS FOUNDATION
    222 E HOUSTON STREET
    SAN ANTONIO,TX78205     		N/A PC PERFORMING ARTS SCHOLARSHIP AND OR EDUCATIONAL PROGRAMMING 5,000
    MUSEUM OF THE CITY OF NEW YORK
    CHRISTIES - 20 ROCKEFELLER PLAZA
    NEW YORK,NY10020     		N/A PC MUSUEM'S FREDERICK A.O. SCHWARTZ CHILDREN'S CENTER AND ITS PROGRAMS 2,000
    MUSEUM AT ELDRIGE STREET
    12 ELDRIDGE STREET
    NEW YORK,NY10002     		N/A PC EDUCATIONAL AND LECTURE PROGRAMS 5,000
    NATIONAL MULTIPLE SCEROSIS SOCIETY
    733 THIRD AVENUE - 3RD FLOOR
    NEW YORK,NY10017     		N/A PC MEDICAL RESEARCH 5,000
    PROTECT OUR DEFENDERS
    20 PARK ROAD - SUITE E
    BURLINGAME,CA94010     		N/A PC GENERAL PURPOSES 12,500
    ROTARY CLUB OF SAN ANTONIO
    KINGDOM FOR KIDS
    110 BROADWAY - SUITE 220
    SAN ANTONIO,TX78205     		N/A PC 2014 PLAYGROUND BUILDS 7,000
    SAN ANTONIO LIBRARY FOUNDATION
    625 SHOOK AVENUE
    SAN ANTONIO,TX78212     		N/A PC BORN TO READ PROGRAM, THE LIBRARY SPECIAL PROGRAM AND THE SAN ANTONIO BOOK FESTIVAL 15,000
    SAN ANTONIO MUSEUM OF ART
    200 WEST JONES
    SAN ANTONIO,TX78215     		N/A PC LIFE IN COLOR EXHIBIT 3,000
    SAY SI
    1518 SOUTH ALAMO STUDIO 103
    SAN ANTONIO,TX78204     		N/A PC OPERATIONAL SUPPORT 3,000
    SOUTHWEST SCHOOL OF THE ARTS
    300 AUGUSTA
    SAN ANTONIO,TX78205     		N/A PC SCHOLARSHIPS TO SUMMER ART STUDIOS 6,000
    TEXAS DISASTER RELIEF FUND
    PO BOX 12878
    AUSTIN,TX787112878     		N/A PC RECOVERY EFFORT (FOLLOWING THE EXPLOSION OF THE WEST FERTILIZER CO. PLANT)IN THE TWON OF WEST, TEXAS. 10,000
    THE BLOOD AND TISSUE CENTER FOUNDATION
    6211 1H 10 WEST
    SAN ANTONIO,TX78201     		N/A PC TEXAS CORD BLOOD BANK 5,000
    THE BRIDGE FUND OF NEW YORK
    271 MADISON AVENUE - SUITE 907
    NEW YORK,NY10016     		N/A PC GENERAL PURPOSES 15,000
    THE HOLOCAUST MEMORIAL MUSEUM
    JEWISH FEDERATION OF SAN ANTONIO
    12500 NW MILITARY HIGHWAY -SUITE 20
    SAN ANTONIO,TX78231     		N/A PC GENERAL PURPOSES 7,000
    UNITARIAN UNIVERSALIST FELLOWSHOP OF ST CROIX
    PO BOX 3034 KINGSHILL
    ST. CROIX   00851
    VQ     		N/A PC "TWO WHO DARED" PROGRAMS 2,000
    ACTS MISSIONS
    285 OBLATE DRIVE
    SAN ANTONIO,TX78216     		N/A PC SUPPORT HE ACTS MISSIONS MINISTRY 2,500
    Total .................................bullet 3a 493,500
    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....     14 189,313  
    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 1,175,720  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aPARTNERSHIP INCOME     14 21,659  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   1,386,692  
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,386,692
    (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:
    THE EDOUARD FOUNDATION INC
    EIN: 13-3446831
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ELAINE KATZ, CPA 6,225 6,225    

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2013 DepreciationSchedule
    Name:
    THE EDOUARD FOUNDATION INC
    EIN: 13-3446831
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    THE EDOUARD FOUNDATION INC
    EIN: 13-3446831
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ACTUANT CORP CLASS A 87,833 236,694
    ALLEGHANY CORP 257,163 280,372
    BANCO LATINAMERICANO DE COM 72,319 121,887
    BROKFIELD RESIDENTIAL 176,248 403,828
    CITIGROUP INC 308,108 398,120
    COACH INC 297,065 327,799
    COMPASS MINERALS 208,397 332,207
    EXXON MOBIL CORP 73,760 295,504
    FREEPORT MCMORAN COPPER 361,342 361,927
    GALLAGHER ARTHUR 92,121 221,040
    ITT CORP 128,711 244,020
    LIFE TECHNOLOGIES CORP    
    PATTERSON COMPANIES 214,182 276,040
    PALL CORP 57,715 116,076
    PENTAIR INC 214,464 466,020
    PLUM CREEK TIMBER 216,872 261,619
    RPM INTL 136,038 287,664
    SPX CORP 129,254 237,072
    THERMO FISHER SCIENTIFIC    
    UNILEVER NY 43,659 168,966
    WPP PLC ADR    
    WESTERN UNION 91,223 96,600
    WILLIAMS COS    
    AIR PRODUCTS & CHEMICALS 68,550 109,544
    AIRGAS INC., COMMON 63,037 114,087
    ALEXANDER & BALDWIN 200,447 329,667
    BROOKFIELD ASSET MANAGEMENT    
    BROOKFIELD PPTYS CORP 282,006 313,390
    EXELIS    
    EMBOTELL ANDINA CLASS B 129,464 155,320
    SENIOR HOUSING PPTYS 139,649 140,271
    SIMPSON MANUFACTURING 219,827 307,063
    HOWARD HUGHES CORP 82,572 228,190
    HUBBELL INCL CLASS B 130,768 224,334
    LITTLEFUSE INC 101,075 185,860
    PATTERSON COMPANIES    
    REGIONS FINCNCIAL GROUP 143,732 209,569
    GDF SUEZ ADR    
    GILEAD SCIENCES INC    
    KINDER MORGAN INC    
    KINDER MORGAN WTS    
    MATSON INC    
    TE CONNECTIVITY LTD 173,375 279,409
    URBAN OUTFITTERS INC 270,677 291,236
    WHITING PETROLEUM CORP 211,926 270,372
    WPX ENERGY INC 234,492 297,059
    XYLEM INC. 225,984 276,800
    BARRICK GOLD CORP 105,357 121,118
    CATERPILLAR INC 259,965 282,419
    CF INDUSTRIES HOLDINGS 266,566 337,908
    CHEUNG KONG HOLDINGS ADR 264,779 305,923
    HORACE MANN EDUCATORS CORP 113,706 149,184
    SOC QUIMICA MINERALS 231,103 221,274
    WPP PLC ADR 78,691 338,837

    TY 2013 InvestmentsLandSchedule2
    Name:
    THE EDOUARD FOUNDATION INC
    EIN: 13-3446831
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value

    TY 2013 LandEtcSchedule2
    Name:
    THE EDOUARD FOUNDATION INC
    EIN: 13-3446831
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value


    TY 2013 OtherAssetsSchedule
    Name:
    THE EDOUARD FOUNDATION INC
    EIN: 13-3446831
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PHILIPPE FUND INTERNATIONAL 1,333,234 1,499,479 1,499,479


    TY 2013 OtherExpensesSchedule
    Name:
    THE EDOUARD FOUNDATION INC
    EIN: 13-3446831
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 77,241 77,241    
    BANK FEES 169 169    
    FILING FEE 750     750
    ANNUAL BOARD MEETING 249     249
    PHILIPPE FUND INTERNATIONAL 16,493 16,493    


    TY 2013 OtherIncomeSchedule2
    Name:
    THE EDOUARD FOUNDATION INC
    EIN: 13-3446831
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PHILIPPE FUND INTERNATIONAL      
    PARTNERSHIP INCOME 21,659 21,659  


    TY 2013 OtherIncreasesSchedule
    Name:
    THE EDOUARD FOUNDATION INC
    EIN: 13-3446831
    Description Amount
    PHILIPPE FUND INTL-MARK TO MARKET 105,134


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    THE EDOUARD FOUNDATION INC
    EIN: 13-3446831
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BOOKKEEPING SERVICES 16,000 16,000    


    TY 2013 TaxesSchedule
    Name:
    THE EDOUARD FOUNDATION INC
    EIN: 13-3446831
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN WITHHOLDING TAX 4,507 4,507    
    FOREIGN WITHHOLDING TAX 5,767 5,767    
    EXCISE TAX 10,000 10,000