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
Dimick Foundation John M Lynham Jr Trustee
 

Number and street (or P.O. box number if mail is not delivered to street address)3000 K Street NW No 600   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Washington, DC20007
A Employer identification number

52-6038149
B Telephone number (see instructions)

(202) 672-5511
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$6,910,850
J 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 16 16  
4 Dividends and interest from securities...... 162,324 154,146  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 213,050
b Gross sales price for all assets on line 6a 2,171,192
7 Capital gain net income (from Part IV, line 2)... 213,050
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).......      
12 Total. Add lines 1 through 11........ 375,390 367,212  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 72,000 72,000   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 2,581 0   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions) 2,623 2,623   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 138 138   0
23 Other expenses (attach schedule)....... 60,726 59,394   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 138,068 134,155   0
25 Contributions, gifts, grants paid........ 286,500 286,500
26 Total expenses and disbursements. Add lines 24 and 25 424,568 134,155   286,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -49,178
b Net investment income (if negative, enter -0-) 233,057
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...............      
2 Savings and temporary cash investments.......... 78,767 138,731 138,731
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) 728,767 Click to see attachment894,959 896,413
b Investments—corporate stock (attach schedule)........ 2,811,849 Click to see attachment3,192,174 4,224,465
c Investments—corporate bonds (attach schedule)........ 1,099,854 Click to see attachment1,144,392 1,127,244
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 1,237,583 Click to see attachment528,642 523,997
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) 5,956,820 5,898,898 6,910,850
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 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......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 0 0
30 Total net assets or fund balances (see page 17 of the
instructions).................... 5,956,820 5,898,898
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 5,956,820 5,898,898
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 5,956,820
2 Enter amount from Part I, line 27a..................... 2 -49,178
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 5,907,642
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 8,744
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 5,898,898
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 Iowa State bond partial call     2013-01-01
b Burlington Northern Bond paydown     2013-01-15
c Harbor Cap Appr     2013-02-13
d Hartford Div & Growth     2013-02-13
e Jensen Quality Growth     2013-02-13
Harbor Cap Appr     2013-03-01
Hartford Div & Growth     2013-03-01
Jensen Quality Growth     2013-03-01
JP Morgan US Equity     2013-03-01
RIO Tinto PLC     2013-03-01
Hewlett Packard Bond     2013-03-01
Burlington Northern Bond paydown     2013-04-01
Kraft Foods Bond     2013-05-08
Jersey City Med bond partial call     2013-05-20
ISHARES Barclay Tips     2013-05-30
JP Morgan Mtge Backed Sec     2013-05-30
Iowa State bond partial call     2013-06-01
Fed Inst Hi Yield     2013-06-07
TCW Emerging Mkts     2013-06-07
Heinz H J Co     2013-06-10
Franco-Nevada Corp     2013-06-24
Cherokee Cnty Ga bond partial call     2013-07-01
Vodafone Group     2013-07-12
Burlington Northern Bond paydown     2013-07-15
AT & T     2013-08-20
AT & T     2013-08-20
Atmos Energy     2013-08-20
Atmos Energy     2013-08-20
BHP Billiton     2013-08-20
Cenovus Energy     2013-08-20
Coca Cola     2013-08-20
Denbury Res     2013-08-20
Health Care REIT     2013-08-20
Jensen Quality Growth     2013-08-20
Lindsay Corp     2013-08-20
Nestle SA Spons ADR     2013-08-20
Jardine Strategic     2013-08-22
American Elec Power     2013-09-25
Hartford Div & Growth     2013-09-25
Market Vectors Gold Miners     2013-09-25
SAP Aktiengesellschaft     2013-09-25
Vanguard Info Tech     2013-09-25
Burlington Northern Bond paydown     2013-10-01
Warm Springs bond partial call     2013-11-01
American Elec Power     2013-11-13
PIMCO Total Return     2013-11-13
PIMCO Total Return     2013-11-19
PIMCO Total Return     2013-12-13
Capital Gains 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 10,000   10,000 0
b 1,098   1,269 -171
c 44,490   31,470 13,020
d 22,380   18,380 4,000
e 63,800   47,837 15,963
88,640   62,940 25,700
50,310   41,355 8,955
51,488   38,208 13,280
100,548   74,088 26,460
31,079   33,396 -2,317
75,000   77,815 -2,815
7,332   8,239 -907
125,000   127,168 -2,168
5,000   5,000 0
96,437   88,246 8,191
99,140   98,452 688
15,000   15,000 0
101,590   100,398 1,192
97,368   100,329 -2,961
79,750   57,721 22,029
32,196   39,731 -7,535
5,000   5,513 -513
35,205   34,263 942
2,210   2,552 -342
20,352   20,883 -531
      0
54,264   46,527 7,737
      0
23,065   26,205 -3,140
33,936   44,580 -10,644
15,508   14,888 620
25,455   25,380 75
35,982   31,798 4,184
54,976   38,208 16,768
38,185   29,562 8,623
13,516   12,482 1,034
32,712   29,554 3,158
15,337   15,964 -627
79,968   58,816 21,152
25,830   42,099 -16,269
22,563   21,560 1,003
32,467   25,828 6,639
14   16 -2
5,000   5,425 -425
33,012   27,482 5,530
70,590   70,528 62
99,916   99,553 363
149,898   151,434 -1,536
48,585     48,585
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       0
b       -171
c       13,020
d       4,000
e       15,963
      25,700
      8,955
      13,280
      26,460
      -2,317
      -2,815
      -907
      -2,168
      0
      8,191
      688
      0
      1,192
      -2,961
      22,029
      -7,535
      -513
      942
      -342
      -531
      0
      7,737
      0
      -3,140
      -10,644
      620
      75
      4,184
      16,768
      8,623
      1,034
      3,158
      -627
      21,152
      -16,269
      1,003
      6,639
      -2
      -425
      5,530
      62
      363
      -1,536
      48,585
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 2 213,050
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 340,000 6,253,145 0.054373
2011 362,069 6,204,350 0.058357
2010 349,000 6,396,229 0.054563
2009 316,000 5,898,879 0.053570
2008 397,958 6,720,254 0.059218
2 Total of line 1, column (d) ...................... 2 0.280081
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 0.056016
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 6,534,149
5 Multiply line 4 by line 3....................... 5 366,017
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,331
7 Add lines 5 and 6......................... 7 368,348
8 Enter qualifying distributions from Part XII, line 4.............. 8 286,500
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 4,661
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 4,661
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 4,661
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 6,308
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,308
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 1,647
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet1,647 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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)
    bullet
    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
     
    No
    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 addressbulletN/A
    14
    The books are in care ofbulletNancy Cree John Lynham Jr Telephone no.bullet (202) 672-5511
    Located atbullet3000 K Street Suite 600WashingtonDC ZIP+4bullet20007
    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
     
     
    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
    John Lynham Jr Trustee
    0.70
    24,000 0 0
    3000 K Street NW Suite 600
    Washington,DC20007
    Nancy Cree-Johnson Trustee
    2.00
    24,000 0 0
    7 Jodi Court
    Ocean View,DE19970
    Michelle Levenson Trustee
    0.75
    24,000 0 0
    9420 Tobin Circle
    Potomac,MD20854
    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 Charitable Grants - See Part XV 0
    2  
    All other program-related investments. See page 24 of the instructions.
    3 Click to see attachment 0
    Total. Add lines 1 through 3.........................bullet0
    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
    326,707
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    4,661
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,661
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    322,046
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    322,046
    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
    322,046
    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 7 322,046
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 64,029
    b From 2009....... 22,484
    c From 2010....... 31,170
    d From 2011....... 59,713
    e From 2012....... 33,651
    fTotal of lines 3a through e......... 211,047
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 286,500
    a Applied to 2012, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions)......
    0
    c Treated as distributions out of corpus (Election
    required—see instructions).........
    0
    d Applied to 2013 distributable amount..... 286,500
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2013. 35,546 35,546
    (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 5 175,501
    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 ..........
    0
    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) ...
    28,483
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......
    147,018
    10 Analysis of line 9:
    a Excess from 2009.... 22,484
    b Excess from 2010.... 31,170
    c Excess from 2011.... 59,713
    d Excess from 2012.... 33,651
    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 or e-mail address of the person to whom applications should be addressed:
    John Lynham CO Foley Lardner LLP
    3000 K Street NW Suite 600
    Washington,DC20007
    (202) 672-5300
    bThe form in which applications should be submitted and information and materials they should include:
    Letter
    cAny submission deadlines:
    Six weeks prior to semi-annual grant decision making meetings
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    None
    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
    ADVENTURE THEATRE
    7300 MACARTHUR BOULEVARD
    Glen Echo,MD20812
        General operating support 3,000
    ALZHEIMER'S ASSOCIATION NAT'L CAPITAL
    3701 PENDER DRIVE SUITE 400
    Fairfax,VA22030
        General operating support 3,000
    AMERICA THE BEAUTIFUL FUND
    725 15TH STREET NW 605
    Arlington,VA22201
        General operating support 5,000
    AMERICAN YOUTH PHILHARMONIC
    4026 HUMMER ROAD
    Annandale,VA22003
        General operating support 1,500
    ARENA STAGE
    1101 6TH STREET SW
    Washington,DC20024
        General operating support 3,000
    ATLAS PERFORMING ARTS CENTER
    1333 H STREET NE
    Washington,DC20002
        General operating support 2,500
    BALTIMORE SYMPHONY ORCHESTRA
    5301 TUCKERMAN LANE
    North Bethesda,MD20852
        General operating support 1,000
    BEACON HOUSE
    PO BOX 29629
    Washington,DC20017
        General operating support 2,000
    BIG APPLE CIRCUS
    ONE METROTECH CENTER 3RD FLOOR
    New York,NY112013949
        General operating support 3,000
    BOWEN MCCAULEY DANCE
    818 N QUINCY STREET 104
    Arlington,VA22203
        General operating support 1,500
    BREAD FOR THE CITY
    1525 7TH STREET NW
    Washington,DC20001
        General operating support 3,000
    BUILDING BRIDGES ACROSS THE RIVER
    1901 MISSISSIPPI AVENUE SE
    Washington,DC20020
        General operating support 3,000
    BYTE BACK
    815 MONROE STREET NE
    Washington,DC20017
        General operating support 1,500
    CALVARY WOMEN'S SERVICES
    110 MARYLAND AVENUE NE 103
    Washington,DC20020
        General operating support 3,000
    CAPITAL CARING
    2900 TELESTAR COURT
    Falls Church,VA22042
        General operating support 1,000
    CAPITOL HILL GROUP MINISTRY
    421 SEWARD SQUARE SE
    Washington,DC20036
        General operating support 2,000
    CATHEDRAL CHORAL SOCIETY
    MASSACHUSETTS AND WISCONSIN AVENUES
    NW
    Washington,DC200165098
        General operating support 3,500
    CHILDREN'S CHORUS OF WASHINGTON
    4626 WISCONSIN AVENUE NW SUITE 100
    Washington,DC20016
        General operating support 4,000
    CLASS ACTS ARTS
    8720 GEORGIA AVENUE 303
    Silver Spring,MD20910
        General operating support 2,000
    CONCERNED BLACK MEN
    1313 L STREETNW 111
    Washington,DC20005
        General operating support 1,000
    CORCORAN GALLERY OF ART
    500 17TH STREET NW
    Washington,DC200064804
        General operating support 2,000
    COUNCIL FOR COURT EXCELLENCE
    1111 14TH STREET NW 500
    Washington,DC20005
        General operating support 1,500
    COVENANT HOUSE
    2001 Miss Avenue NW
    Washington,DC20020
        General operating support 2,000
    DC CENTRAL KITCHEN
    425 SECOND STREET NW
    Washington,DC20001
        General operating support 2,000
    DC DESIGN HOUSE
    111 Michigan Avenue NW
    Washington,DC20310
        General operating support 500
    DC LAW STUDENTS IN COURT PROGRAM INC
    616 H STREET NW 500
    Washington,DC20001
        General operating support 1,500
    DC RAPE CRISIS CENTER
    PO BOX 34125
    Washington,DC20043
        General operating support 2,000
    DC SCORES
    1224 M STREET NW SUITE 200
    Washington,DC20005
        General operating support 4,000
    DANCE INSTITUTE OF WASHINGTON
    3400 14TH STREET NW
    Washington,DC20010
        General operating support 1,500
    DANCE PLACE
    3225 8TH STREET NE
    Washington,DC20017
        General operating support 4,000
    DON BOSCO CRISTO REV HIGH SCHOOL
    1010 Larch Avenue
    Takoma Park,MD20912
        General operating support 2,000
    EVERYBODY WINS DC INC
    1100 G STREET NW 1030
    Washington,DC20005
        General operating support 5,000
    FISHING SCHOOL
    4737 MEADE STREET NE
    Washington,DC20019
        General operating support 2,500
    FOLGER SHAKESPEARE LIBRARY
    210 EASH CAPITOL STREET SE
    Washington,DC200031094
        General operating support 3,000
    FOOD & FRIENDS
    219 Riggs Road NE
    Washington,DC20011
        General operating support 2,500
    FOR LOVE OF CHILDREN
    1763 COLUMBIA ROAD NW
    Washington,DC20009
        General operating support 3,000
    FORD'S THEATRE
    514 10TH STREET NW
    Washington,DC20004
        General operating support 2,000
    FOUNDATION CENTER
    1627 K STREET NW 3RD FLOOR
    Washington,DC200061708
        General operating support 1,500
    FRIENDS OF DUPONT ICE ARENA INC
    3779 ELY PLACE SE
    Washington,DC20019
        General operating support 5,000
    GIRL SCOUT COUNCIL - NATION'S CAPITAL
    4301 CONNECTICUT AVENUE NW
    Washington,DC20008
        General operating support 4,000
    HEALTHY LIVING INC
    3900 TUNLAW ROAD
    Washington,DC20007
        General operating support 1,000
    HEROES INC
    666 11TH STREET NW 300
    Washington,DC20007
        General operating support 20,000
    HIGHER ACHIEVEMENT PROGRAM
    317 8TH STREET NE
    Washington,DC20002
        General operating support 3,000
    HOPE AND A HOME
    1439 R STREET NW
    Washington,DC20011
        General operating support 2,000
    IMAGINATION STAGE
    4908 AUBURN AVENUE
    Bethesda,MD20814
        General operating support 6,500
    INNER CITY - INNER CHILD
    3133 DUMBARIAN STREET NW
    Washington,DC20007
        General operating support 3,000
    INTERFAITH CONFERENCE
    100 Allison Street NW
    Washington,DC20011
        General operating support 2,500
    INTERPLAYCOMPANY BAND
    6777 Surreywood Lane
    Bethesda,MD20817
        General operating support 500
    IONA SENIOR SERVICES
    4125 ALBERMALE STREET NW
    Washington,DC200162105
        General operating support 2,500
    JEWISH COUNCIL FOR THE AGING
    12320 Parklawn Drive
    Rockville,MD20852
        General operating support 3,000
    JOHN CARROLL SOCIETY
    1333 NEW HAMPSHIRE AVE NW
    Glen Echo,MD20812
        General operating support 5,000
    JUBILEE JOBS
    2712 ONTARIO ROAD NW
    Washington,DC20009
        General operating support 2,000
    JUBILEE JUMPSTART
    2525 Ontario Road NW Ground Floor
    Washington,DC20009
        General operating support 1,000
    JUNIOR TENNIS CHAMPIONS CENTER
    5200 PARK BRANCH PARKWAY
    College Park,MD20740
        General operating support 1,000
    KEEN
    PO BOX 341590
    Bethesda,MD208271590
        General operating support 2,000
    KINGSBURY CENTER
    5000 14th Street NW
    Washington,DC20011
        General operating support 2,000
    LEGAL COUNSEL FOR THE ELDERLY
    601 E STREET NW
    Washington,DC20049
        General operating support 1,500
    LEVINE SCHOOL OF MUSIC
    2801 UPTON STREET NW
    Washington,DC20008
        General operating support 3,000
    MENTORING TO MANHOOD
    2509 Lake Forest Drive
    Upper Marlboro,MD20774
        General operating support 2,000
    MY SISTER'S PLACE INC
    PO Box 29596
    Washington,DC20017
        General operating support 2,500
    NATIONAL PHILHARMONIC
    5301 TUCKERMAN LANE
    North Bethesda,MD208523385
        General operating support 1,500
    NATIONAL SYMPHONY ORCHESTRA
    2700 F STREET NW
    Washington,DC205660001
        General operating support 1,000
    NEEDIEST KIDS
    8283 GREENSBORO DRIVE
    Bethesda,MD20817
        General operating support 2,000
    NEW COMMUNITY FOR CHILDREN
    1722 6th Street NW
    Washington,DC20001
        General operating support 1,000
    OPERA GUILD OF NORTHERN VIRGINIA
    4620 Lee Highway 212
    Arlington,VA22207
        General operating support 1,000
    PEOPLE ANIMALS LOVE
    731 8th Street SE 301
    Washington,DC20003
        General operating support 1,000
    PERRY SCHOOL COMMUNITY SERVICE CENTER INC
    128 M STREET NW 100
    Washington,DC20001
        General operating support 1,000
    PICKLEBERRY PIE INC
    210 Ross Drive SW
    Vienna,VA22180
        General operating support 4,000
    POTOMAC COMMUNITY RESOURCES INC
    9200 KENTSDALE DRIVE
    Potomac,MD20854
        General operating support 5,000
    PUPPET CO
    7300 MACARTHUR BOULEVARD
    Glen Echo,MD208121200
        General operating support 1,000
    RACHAEL'S WOMEN'S CENTER
    1222 11th Street NW
    Washington,DC20001
        General operating support 4,000
    RESET
    PO Box 9400
    Washington,DC20016
        General operating support 2,500
    RESOURCES FOR INNER CITY CHILDREN
    1431 Howard Road SE
    Washington,DC20020
        General operating support 1,000
    ROUND HOUSE THEATRE
    PO BOX 30688
    Bethesda,MD208240688
        General operating support 1,500
    SARAH'S CIRCLE
    2551 17TH STREET NW SUITE 103
    Washington,DC20009
        General operating support 2,500
    SEABURY AT HOME FIRST
    PO BOX 29643
    Washington,DC20017
        General operating support 1,000
    SHAKESPEARE THEATRE COMPANY
    516 8TH STREET SE
    Washington,DC200032834
        General operating support 3,500
    SHAW COMMUNITY MINISTRY
    1726 7TH STREET NW
    Washington,DC20001
        General operating support 2,000
    SITAR ARTS CENTER
    1700 KALORAMA ROAD 101
    Washington,DC20009
        General operating support 3,000
    ST MARY'S COURT
    725 24TH STREET NW
    Washington,DC20037
        General operating support 3,000
    ST PATRICK'S CHURCH
    619 10TH STREET NW
    Washington,DC200014587
        General operating support 2,500
    STUDIO THEATRE
    1501 14TH STREET NW
    Washington,DC20005
        General operating support 2,500
    SUITED FOR CHANGE
    1010 VERMONT AVENUE NW 900
    Washington,DC20005
        General operating support 2,000
    THE CHILD & FAMILY NETWORK CENTERS
    3701A MT VERNON AVENUE
    Alexandria,VA22305
        General operating support 2,500
    THRIVE DC
    1525 NEWTON STREET NW G1
    Washington,DC20010
        General operating support 3,000
    TRAVELERS AID INTERNATIONAL
    1612 K STREET NW 206
    Washington,DC20006
        General operating support 1,500
    TREATMENT AND LEARNING CENTER
    2301 RESEARCH BLVD SUITE 110
    Rockville,MD20850
        General operating support 5,000
    TURNING THE PAGE
    1625 K Street NW 102
    Washington,DC20006
        General operating support 1,000
    UNITED STATES CAPITOL HISTORICAL SOCIETY
    200 Maryland Avenue NE
    Washington,DC20002
        General operating support 1,500
    WASHINGTON ANIMAL RESCUE LEAGUE
    70 OGLETHORPE STREET NW
    Washington,DC20011
        General operating support 10,000
    WASHINGTON BALLET
    3515 WISCONSIN AVENUE NW
    Washington,DC20007
        General operating support 6,000
    WASHINGTON CHORUS
    1010 WISCONSIN AVENUE NW SUITE 310
    Washington,DC20008
        General operating support 3,000
    WASHINGTON NATIONAL OPERA
    2700 F Street NW
    Washington,DC20566
        General operating support 2,000
    WASHINGTON TENNIS & EDUCATIONAL FOUNDATION
    16TH KENNEDY STREETS NW
    Washington,DC20011
        General operating support 9,000
    WASHINGTON YOUTH CHOIR
    1700 East Capitol Street SE
    Washington,DC20003
        General operating support 1,000
    WE ARE FAMILY OUTREACH NETWORK
    1525 Newton Street NW
    Washington,DC20010
        General operating support 1,000
    WETA
    2775 SOUTH QUINCY STREET
    Arlington,VA22206
        General operating support 3,000
    WILDERNESS LEADERSHIP & LEARNING
    1758 PARK ROAD NW
    Washington,DC200102105
        General operating support 1,000
    WOLF TRAP FOUND FOR THE PERFORMING ARTS
    1645 TRAP ROAD
    Vienna,VA22182
        General operating support 2,000
    WSC AVANT BARD
    601 S CLARK STREET
    Arlington,VA22209
        General operating support 1,000
    YOUNG CONCERT ARTISTS OF WASHINGTON
    1220 L STREET NW SUITE 100-423
    Washington,DC20005
        General operating support 4,000
    YOUTH FOR TOMORROW
    11835 HAZEL CIRCLE DRIVE
    Bristow,VA20136
        General operating support 10,000
    YOUTH LEADERSHIP FOUNDATION
    5034 WISCONSIN AVENUE NW 250
    Washington,DC20016
        General operating support 2,500
    Total .................................bullet 3a 286,500
    bApproved for future payment
    Total .................................bullet 3b 0
    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 ............
        14 16  
    4 Dividends and interest from securities....     14 162,324  
    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 .............
        18 213,050  
    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).. 0 375,390 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13375,390
    (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:
    Dimick Foundation John M Lynham Jr Trustee
    EIN: 52-6038149
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting fees 2,581 0   0

    TY 2013 AllOthProgRltdInvestmentsSch
    Name:
    Dimick Foundation John M Lynham Jr Trustee
    EIN: 52-6038149
    Category Amount
    None 0

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    Dimick Foundation John M Lynham Jr Trustee
    EIN: 52-6038149
    Name of Bond End of Year Book Value End of Year Fair Market Value
    Corporate bonds - Chevy Chase 1,144,392 1,127,244

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    Dimick Foundation John M Lynham Jr Trustee
    EIN: 52-6038149
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Common stocks - Chevy Chase 3,192,174 4,224,465

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    Dimick Foundation John M Lynham Jr Trustee
    EIN: 52-6038149
    US Government Securities - End of Year Book Value:

    894,959
    US Government Securities - End of Year Fair Market Value:

    896,413
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2013 InvestmentsOtherSchedule2
    Name:
    Dimick Foundation John M Lynham Jr Trustee
    EIN: 52-6038149
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Mutual funds AT COST 528,642 523,997

    TY 2013 OtherDecreasesSchedule
    Name:
    Dimick Foundation John M Lynham Jr Trustee
    EIN: 52-6038149
    Description Amount
    Net federal tax expense 8,744


    TY 2013 OtherExpensesSchedule
    Name:
    Dimick Foundation John M Lynham Jr Trustee
    EIN: 52-6038149
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment fees 59,935 58,603   0
    Bank fees 167 167   0
    Miscellaneous 624 624   0


    TY 2013 TaxesSchedule
    Name:
    Dimick Foundation John M Lynham Jr Trustee
    EIN: 52-6038149
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Foreign taxes 2,623 2,623   0