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
JUDITH CLARK-MORRILL FOUNDATION IN
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 180   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GARRETT, IN46738
A Employer identification number

30-0046592
B Telephone number (see instructions)

(260) 357-4141
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$524,689J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 14,772 14,772  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 22,001
b Gross sales price for all assets on line 6a 226,590
7 Capital gain net income (from Part IV, line 2)... 22,001
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 766    
12 Total. Add lines 1 through 11........ 37,539 36,773  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 150      
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 1,787     1,787
c Other professional fees (attach schedule).... Click to see attachment 3,602 3,602    
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 27      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 49      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,615 3,602   1,787
25 Contributions, gifts, grants paid........ 202,483 202,483
26 Total expenses and disbursements. Add lines 24 and 25 208,098 3,602   204,270
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -170,559
b Net investment income (if negative, enter -0-) 33,171
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............... 11,730 35,028 35,028
2 Savings and temporary cash investments.......... 250,519 136,414 134,469
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) 25,808 25,808 29,350
b Investments—corporate stock (attach schedule)........ 147,512 Click to see attachment117,887 162,901
c Investments—corporate bonds (attach schedule)........ 69,000 Click to see attachment55,000 56,874
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 111,299 Click to see attachment75,472 106,067
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) 615,868 445,609 524,689
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.................... 615,868 445,609
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
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).................... 615,868 445,609
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 615,868 445,609
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)............... 1 615,868
2 Enter amount from Part I, line 27a..................... 2 -170,559
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 300
4 Add lines 1, 2, and 3.......................... 4 445,609
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. 6 445,609
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 GEEC P 2009-11-30 2013-01-15
b HARBOR CAP APPREC INSTL P 2013-05-10 2009-12-09
c JANUS PRKNS M/C VALUE I P 2013-04-12 2009-12-08
d ROYCE PREMIER FUND CL W P 2013-11-20 2009-12-11
e ALIGENT TECH INC P 2013-04-17 2011-03-22
BANK NEW YORK MELLON P 2013-11-22 2011-03-22
COCA COLA COMPANY P 2013-08-19 2011-03-22
DEVON ENERGY CORP P 2013-01-09 2011-03-22
EOG RESOURCES INC P 2013-05-13 2011-03-22
HEWLETT-PACKARD COMPANY P 2013-05-13 2011-01-18
MONSANTO CO NEW P 2013-08-19 2011-03-22
PHILIP MORRIS INTL INC P 2013-05-13 2011-03-07
WELLS FARGO COMPANY P 2013-08-19 2008-11-13
UNITEDHEALTH GROUP P 2013-11-22 2013-02-06
HSBC BK P 2010-09-16 2013-04-12
HARBOR CAP APPREC INSTL P 2013-05-10 2009-12-08
JANUS PRKNS M/C VALUE I P 2013-11-20 2009-12-09
SATUIT US EMRG COS FDS P 2013-11-20 2009-12-09
ALIGENT TECH INC P 2013-01-09 2011-03-22
BED BATH & BEYOND INC P 2013-11-22 2011-03-22
COCA COLA COMPANY P 2013-05-13 2011-03-22
DEVON ENERGY CORP P 2013-01-09 2010-11-15
EOG RESOURCES INC P 2013-05-09 2011-03-22
HEWLETT-PACKARD COMPANY P 2013-04-17 2011-01-18
MONSANTO CO NEW P 2013-07-24 2011-03-22
PHILIP MORRIS INTL INC P 2013-08-19 2011-03-07
WELLS FARGO COMPANY P 2013-08-05 2008-11-13
JOHN DEERE P 2009-11-30 2013-01-15
HARBOR CAP APPREC INSTL P 2013-04-16 2009-12-08
JANUS PRKNS M/C VALUE I P 2013-05-10 2009-12-09
SATUIT US EMRG COS FDS P 2013-08-16 2009-12-09
ALIGENT TECH INC P 2013-01-03 2011-03-22
BED BATH & BEYOND INC P 2013-08-19 2011-03-22
COCA COLA COMPANY P 2013-04-17 2011-03-22
DEVON ENERGY CORP P 2013-07-10 2011-03-22
EOG RESOURCES INC P 2013-01-09 2001-03-22
HEWLETT-PACKARD COMPANY P 2013-01-09 2011-01-18
MONSANTO CO NEW P 2013-05-13 2011-03-22
POTASH CORP OF SASK INC P 2013-08-19 2012-03-29
WELLS FARGO COMPANY P 2013-04-17 2008-11-13
OHIO VALLEY P 2009-01-13 2013-07-15
HARRIS OAKMRK INTL CL I P 2013-11-20 2009-12-09
ROWE T PRICE MID-CAP GR P 2013-11-20 2009-12-11
SATUIT US EMRG COS FDS P 2013-08-16 2009-12-08
AIR PRODUCTS & CHEMICALS P 2013-05-13 2012-04-10
BED BATH & BEYOND INC P 2013-05-13 2011-03-22
COSTCO WHSL CORP NEW P 2013-11-22 2011-03-22
DEVON ENERGY CORP P 2013-07-10 2011-03-22
EXPRESS SCRIPTS HLDG CO P 2013-08-19 2011-03-22
IRON MTN INC PA P 2013-05-13 2011-03-22
OCCIDENTAL PETE CORP P 2013-11-22 2011-03-22
POTASH CORP OF SASK INC P 2013-05-13 2012-03-29
WELLS FARGO COMPANY P 2013-04-17 2008-06-27
CIT BANK P 2013-01-02 2013-11-21
HARRIS OAKMRK INTL CL I P 2013-05-10 2009-12-09
ROWE T PRICE MID-CAP GR P 2013-11-20 2009-12-09
SATUIT US EMRG COS FDS P 2013-04-16 2009-12-08
ALLEGHANY CORP NEW DEL P 2013-11-22 2011-03-22
BED BATH & BEYOND INC P 2013-04-17 2011-03-22
COSTCO WHSL CORP NEW P 2013-05-13 2011-03-22
DIAGEO PLC P 2013-04-17 2011-03-22
EXPRESS SCRIPTS HLDG CO P 2013-05-13 2011-03-22
IRON MTN INC PA P 2013-04-17 2011-03-22
OCCIDENTAL PETE CORP P 2013-08-19 2011-03-22
PROGRESSIVE CORP OHIO P 2013-05-13 2011-03-23
WELLS FARGO COMPANY P 2013-01-09 2008-06-27
ADV CAMBIAR OPPTY FD I P 2013-11-20 2009-12-09
HARRIS OAKMRK INTL CL I P 2013-05-10 2009-12-08
ROWE T PRICE MID-CAP GR P 2013-08-16 2009-12-09
DELAWRE GRP EQUTY FDS II P 2013-05-10 2012-07-27
ALLEGHANY CORP NEW DEL P 2013-05-13 2011-03-22
BED BATH & BEYOND INC P 2013-01-09 2011-03-22
COSTCO WHSL CORP NEW P 2013-04-19 2011-03-22
DIAGEO PLC P 2013-01-09 2011-03-22
EXPRESS SCRIPTS HLDG CO P 2013-04-17 2011-03-22
IRON MTN INC PA P 2013-04-12 2011-03-22
OCCIDENTAL PETE CORP P 2013-08-13 2011-03-22
PROGRESSIVE CORP OHIO P 2013-04-25 2011-03-23
ACE LIMITED P 2013-08-19 2013-05-13
ADV CAMBIAR OPPTY FD I P 2013-11-20 2009-12-08
HARRIS OAKMRK INTL CL I P 2013-04-12 2009-12-08
ROWE T PRICE MID-CAP GR P 2013-05-10 2009-12-09
DELAWRE GRP EQUTY FDS II P 2013-04-16 2012-07-27
AMERICAN EXPRESS CO P 2013-05-13 2011-03-22
BERKSHIRE HATHAWAY INC P 2013-11-22 2011-03-22
COSTCO WHSL CORP NEW P 2013-04-17 2011-03-22
DIAGEO PLC P 2013-08-19 2011-03-22
EXPRESS SCRIPTS HLDG CO P 2013-11-22 2011-03-22
IRON MTN INC PA P 2013-11-22 2011-03-22
OCCIDENTAL PETE CORP P 2013-05-13 2011-03-22
PROGRESSIVE CORP OHIO P 2013-04-17 2011-03-23
ACTIVISION BLIZZARD INC P 2013-11-22 2013-09-24
ADV CAMBIAR OPPTY FD I P 2013-05-10 2009-12-08
HARRIS OAKMRK INTL CL I P 2013-04-12 2009-12-07
ROWE T PRICE MID-CAP GR P 2013-04-12 2009-12-09
DELAWRE GRP EQUTY FDS II P 2013-04-12 2012-07-27
AMERICAN EXPRESS CO P 2013-04-17 2011-03-22
BERKSHIRE HATHAWAY INC P 2013-08-19 2011-03-22
COSTCO WHSL CORP NEW P 2013-01-09 2011-03-22
DIAGEO PLC P 2013-05-13 2011-03-22
GOOGLE INC P 2013-11-22 2011-03-22
LOEWS CORPORATION P 2013-05-13 2011-03-22
OCCIDENTAL PETE CORP P 2013-04-17 2011-03-22
PROGRESSIVE CORP OHIO P 2013-11-22 2011-03-23
BROOKFIELD ASSET MANGMNT P 2013-08-19 2013-05-13
ADV CAMBIAR OPPTY FD I P 2013-04-16 2009-12-08
HARTFORD CAP APPC FD I P 2013-05-10 2012-01-24
ROWE T PRICE MID-CAP GR P 2013-04-12 2009-12-08
EUROPACFIC GROWTH FD F1 P 2013-11-20 2012-12-14
AMERICAN EXPRESS CO P 2013-01-09 2011-03-22
BERKSHIRE HATHAWAY INC P 2013-05-13 2011-03-22
CVS CAREMARK CORP P 2013-11-22 2011-03-22
DISNEY WALT COMPANY P 2013-10-17 2011-08-18
GOOGLE INC P 2013-05-13 2011-03-22
LOEWS CORPORATION P 2013-04-17 2011-03-22
OCCIDENTAL PETE CORP P 2013-01-09 2011-03-22
PROGRESSIVE CORP OHIO P 2013-08-19 2011-03-23
LABORATORY CORP OF AMER P 2013-08-19 2013-05-13
ADV CAMBIAR OPPTY FD I P 2013-04-12 2009-12-08
HARTFORD CAP APPC FD I P 2013-04-12 2012-01-24
ROYCE PREMIER FUND CL W P 2013-11-20 2009-12-09
EUROPACFIC GROWTH FD F1 P 2013-05-10 2012-12-14
AMERICAN EXPRESS CO P 2013-11-22 2011-03-22
BERKSHIRE HATHAWAY INC P 2013-01-09 2011-03-22
CVS CAREMARK CORP P 2013-08-19 2011-03-22
DISNEY WALT COMPANY P 2013-08-19 2011-08-18
HARLEY DAVIDSON INC P 2013-04-17 2011-03-22
LOEWS CORPORATION P 2013-11-22 2011-03-22
ORACLE CORP P 2013-08-19 2012-06-28
TEX INSTRUMENTS INC P 2013-08-19 2010-12-08
ORACLE CORP P 2013-04-17 2012-06-28
DELAWR GRP EQUITY FDS II P 2013-08-16 2013-07-27
HARTFORD CAP APPC FD I P 2013-04-12 2012-01-24
ROYCE PREMIER FUND CL W P 2013-08-16 2009-12-09
GS FINL SQ TREAS INSTL P 2013-01-11 2012-12-14
AMERICAN EXPRESS CO P 2013-08-19 2011-03-22
CDA NATURAL RES LTD P 2013-11-22 2011-03-22
CVS CAREMARK CORP P 2013-04-17 2011-03-22
DISNEY WALT COMPANY P 2013-05-13 2011-08-18
HARLEY DAVIDSON INC P 2013-01-08 2001-03-22
LOEWS CORPORATION P 2013-08-19 2011-03-22
PFIZER INCORPORATED P 2013-01-18 2011-03-22
TEX INSTRUMENTS INC P 2013-04-19 2010-12-08
ORACLE CORP P 2013-05-13 2012-06-28
DELAWRE VALUE FD INSTL P 2013-11-20 2012-07-27
HARTFORD CAP APPC FD I P 2013-11-20 2012-01-24
ROYCE PREMIER FUND CL W P 2013-05-10 2009-12-09
PIONEER OAK RDG S/C CL Y P 2013-05-10 2012-08-31
AMERIPRISE FINANCIAL INC P 2013-01-09 2011-03-22
CDA NATURAL RES LTD P 2013-05-13 2011-03-22
CVS CAREMARK CORP P 2013-01-09 2011-03-22
DISNEY WALT COMPANY P 2013-04-17 2011-08-18
HARLEY DAVIDSON INC P 2013-08-19 2011-03-22
MICROSOFT CORP P 2013-08-19 2011-03-22
PFIZER INCORPORATED P 2013-01-18 2011-01-11
TRANSOCEAN LTD P 2013-09-09 2011-03-22
POTASH CORP OF SASK INC P 2013-09-13 2013-01-09
HARBOR CAP APPREC INSTL P 2013-11-20 2009-12-09
HARTFORD CAP APPC FD I P 2013-08-16 2012-01-24
ROYCE PREMIER FUND CL W P 2013-05-10 2009-12-08
PIONEER OAK RDG S/C CL Y P 2013-08-16 2012-08-31
AMERIPRISE FINANCIAL INC P 2013-05-13 2011-03-22
CDA NATURAL RES LTD P 2013-05-03 2011-03-22
DEVON ENERGY CORP P 2013-05-13 2011-03-22
DISNEY WALT COMPANY P 2013-10-17 2012-06-07
HARLEY DAVIDSON INC P 2013-05-13 2011-03-22
MICROSOFT CORP P 2013-05-13 2011-03-22
PFIZER INCORPORATED P 2013-01-09 2011-01-11
TRANSOCEAN LTD P 2013-08-19 2011-03-22
POTASH CORP OF SASK INC P 2013-09-13 2012-09-21
HARBOR CAP APPREC INSTL P 2013-10-11 2009-12-09
JANUS PRKNS M/C VALUE I P 2013-05-10 2009-12-08
ROYCE PREMIER FUND CL W P 2013-04-12 2009-12-08
PIONEER OAK RDG S/C CL Y P 2013-07-12 2012-08-31
BANK NEW YORK MELLON P 2013-08-19 2011-03-22
CDA NATURAL RES LTD P 2013-04-17 2011-03-22
DEVON ENERGY CORP P 2013-05-03 2011-03-22
DISNEY WALT COMPANY P 2013-11-22 2012-06-07
HEWLETT-PACKARD COMPANY P 2013-11-22 2011-03-22
MICROSOFT CORP P 2013-04-17 2011-03-22
PFIZER INCORPORATED P 2013-01-04 2011-01-11
TRANSOCEAN LTD P 2013-05-13 2011-03-22
POTASH CORP OF SASK INC P 2013-08-19 2012-09-21
HARBOR CAP APPREC INSTL P 2013-08-16 2009-12-09
JANUS PRKNS M/C VALUE I P 2013-04-16 2009-12-08
ROYCE PREMIER FUND CL W P 2013-01-11 2009-12-08
ALIGENT TECH INC P 2013-08-19 2011-03-22
BANK NEW YORK MELLON P 2013-05-13 2011-03-22
COCA COLA COMPANY P 2013-11-22 2011-03-22
DEVON ENERGY CORP P 2013-04-17 2011-03-22
EOG RESOURCES INC P 2013-08-19 2011-03-22
HEWLETT-PACKARD COMPANY P 2013-05-13 2011-03-22
MONSANTO CO NEW P 2013-11-22 2011-03-22
PHILIP MORRIS INTL INC P 2013-01-09 2011-03-07
WELLS FARGO COMPANY P 2013-08-19 2008-12-01
TRANSOCEAN LTD P 2013-09-09 2013-01-09
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 4,000   4,000  
b 71   47 24
c 809   655 154
d 272   186 86
e 169   172 -3
804   702 102
77   64 13
1,762   3,060 -1,298
535   456 79
64   139 -75
766   551 215
280   191 89
43   27 16
293   229 64
25,465   25,000 465
2,383   1,591 792
2,133   1,567 566
140   84 56
214   214  
306   186 120
760   573 187
480   652 -172
1,502   1,254 248
247   556 -309
1,021   688 333
86   64 22
979   602 377
10,000   10,000  
915   641 274
658   520 138
445   293 152
1,923   1,973 -50
147   93 54
467   350 117
555   927 -372
3,601   3,307 294
93   278 -185
860   551 309
580   857 -277
330   246 84
20,000   20,000  
1,215   759 456
1,881   1,183 698
226   149 77
273   266 7
1,112   744 368
373   215 158
389   421 -32
195   159 36
397   292 105
98   100 -2
300   316 -16
183   121 62
29,767   32,809 -3,042
253   175 78
279   174 105
686   496 190
784   507 277
393   279 114
771   502 269
120   75 45
803   690 113
542   437 105
350   402 -52
384   310 74
384   266 118
2,710   1,770 940
909   633 276
674   451 223
2,263   1,872 391
1,167   761 406
454   372 82
829   574 255
809   524 285
554   531 23
296   233 63
705   803 -98
1,321   1,075 246
89   91 -2
220   143 77
1,072   788 284
2,255   1,586 669
586   503 83
698   448 250
1,284   936 348
732   502 230
127   75 52
131   106 25
85   88 -3
626   703 -77
372   310 62
206   203 3
2,909   2,064 845
81   61 20
691   501 190
1,979   1,678 301
448   314 134
115   85 30
606   430 176
748   449 299
1,031   577 454
1,582   1,507 75
1,202   1,506 -304
332   248 84
105   114 -9
311   234 77
2,819   2,176 643
340   246 94
945   825 120
666   493 173
1,457   1,107 350
994   503 491
198   97 101
1,759   1,154 605
1,113   1,119 -6
2,291   2,811 -520
452   372 80
195   189 6
1,356   1,008 348
348   281 67
1,090   743 347
1,169   1,088 81
919   493 426
281   255 26
529   302 227
683   357 326
457   360 97
192   172 20
489   419 70
272   236 36
196   168 28
395   319 76
2,690   2,172 518
34   25 9
256   256  
1,201   718 483
231   347 -116
1,203   704 499
741   357 384
2,734   2,239 495
829   775 54
53   40 13
540   539 1
371   307 64
2,908   2,183 725
3,143   2,120 1,023
788   601 187
53   48 5
965   899 66
205   347 -142
952   637 315
1,208   650 558
117   80 37
191   152 39
611   420 191
141   239 -98
231   295 -64
3,064   1,793 1,271
612   454 158
295   224 71
735   596 139
390   300 90
1,012   1,685 -673
118   185 -67
859   598 261
284   200 84
197   152 45
238   165 73
653   1,116 -463
297   398 -101
292   179 113
1,175   927 248
982   772 210
279   233 46
880   848 32
202   347 -145
693   1,113 -420
210   138 72
150   249 -99
289   253 36
1,343   951 392
163   239 -76
32   44 -12
519   338 181
502   412 90
61   48 13
93   86 7
565   585 -20
363   287 76
314   556 -242
311   228 83
107   207 -100
112   69 43
1,202   892 310
770   458 312
519   579 -60
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        
b       24
c       154
d       86
e       -3
      102
      13
      -1,298
      79
      -75
      215
      89
      16
      64
      465
      792
      566
      56
       
      120
      187
      -172
      248
      -309
      333
      22
      377
       
      274
      138
      152
      -50
      54
      117
      -372
      294
      -185
      309
      -277
      84
       
      456
      698
      77
      7
      368
      158
      -32
      36
      105
      -2
      -16
      62
      -3,042
      78
      105
      190
      277
      114
      269
      45
      113
      105
      -52
      74
      118
      940
      276
      223
      391
      406
      82
      255
      285
      23
      63
      -98
      246
      -2
      77
      284
      669
      83
      250
      348
      230
      52
      25
      -3
      -77
      62
      3
      845
      20
      190
      301
      134
      30
      176
      299
      454
      75
      -304
      84
      -9
      77
      643
      94
      120
      173
      350
      491
      101
      605
      -6
      -520
      80
      6
      348
      67
      347
      81
      426
      26
      227
      326
      97
      20
      70
      36
      28
      76
      518
      9
       
      483
      -116
      499
      384
      495
      54
      13
      1
      64
      725
      1,023
      187
      5
      66
      -142
      315
      558
      37
      39
      191
      -98
      -64
      1,271
      158
      71
      139
      90
      -673
      -67
      261
      84
      45
      73
      -463
      -101
      113
      248
      210
      46
      32
      -145
      -420
      72
      -99
      36
      392
      -76
      -12
      181
      90
      13
      7
      -20
      76
      -242
      83
      -100
      43
      310
      312
      -60
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 22,001
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 21,536
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 221,811 742,553 0.298714
2011 96,771 849,315 0.113940
2010 113,563 914,266 0.124212
2009 87,406 901,690 0.096936
2008 131,379 1,131,008 0.116161
2 Total of line 1, column (d) ...................... 2 0.749963
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 0.149993
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 562,396
5 Multiply line 4 by line 3....................... 5 84,355
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 332
7 Add lines 5 and 6......................... 7 84,687
8 Enter qualifying distributions from Part XII, line 4.............. 8 204,270
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 1 332
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............................ 3 332
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- ..... 5 332
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 300
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 400
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 700
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 10 368
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet368 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
     
    No
    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)
    bulletIN
    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 addressbulletN/A
    14
    The books are in care ofbulletJUDITH MORRILL Telephone no.bullet (260) 357-4141
    Located atbulletPO BOX 180GARRETTIN ZIP+4bullet46738
    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
    JUDITH MORRILLClick to see attachment PRESIDENT
    2.00     		0 0 0
    PO BOX 180
    GARRETT,IN46738
    CRAIG T BENSONClick to see attachment SEC/TREASURE
    0.50     		150 0 0
    PO BOX 180
    GARRETT,IN46738
    ALELIA BARRYClick to see attachment DIRECTOR
    0.50     		0 0 0
    PO BOX 180
    GARRETT,IN46738
    BYRON BRAUNClick to see attachment DIRECTOR
    0.50     		0 0 0
    PO BOX 180
    GARRETT,IN46738
    MARK FOGTClick to see attachment DIRECTOR
    0.50     		0 0 0
    PO BOX 180
    GARRETT,IN46738
    DONALD E SMITHClick to see attachment DIRECTOR
    0.50     		0 0 0
    PO BOX 180
    GARRETT,IN46738
    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  
    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.............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 N/A  
    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
    28,120
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    332
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    332
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    27,788
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    27,788
    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
    27,788
    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 27,788
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 131,636
    b From 2009....... 87,406
    c From 2010....... 113,887
    d From 2011....... 96,771
    e From 2012....... 184,937
    fTotal of lines 3a through e......... 614,637
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 204,270
    a Applied to 2012, but not more than line 2a  
    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..... 27,788
    e Remaining amount distributed out of corpus 176,482
    5 Excess distributions carryover applied to 2013.    
    (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 5 791,119
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    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 ...........     		 
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    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) .............     		 
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		131,636
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		659,483
    10 Analysis of line 9:
    a Excess from 2009.... 87,406
    b Excess from 2010.... 113,887
    c Excess from 2011.... 96,771
    d Excess from 2012.... 184,937
    e Excess from 2013.... 176,482
    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).)
    JUDITH MORRILL
    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:
    JUDITH CLARK-MORILL FOUNDATION
    701 W KING STREET
    PO BOX 180
    GARRETT,IN46738
    (260) 357-4141
    bThe form in which applications should be submitted and information and materials they should include:
    THE FOUNDATION ENCOURAGES PROJECTS THAT PROMOTE THE ARTS WITHIN DEKALB COUNTY, INDIANA; ENHANCE THE EDUCATION OF STUDENTS IN DEKALB AND STEUBEN COUNTIES IN INDIANA; AND ASSIST THE CITY OF GARRETT, INDIANA, IN CONSTRUCTION OF MUNICIPAL IMPROVEMENTS. IF AN ORGANIZATION IS ELIGIBLE TO APPLY, A GRANT APPLICATION FORM - COVER SHEET COMPLETED WITH THE FOLLOWING: WHO THE ORGANIZATION IS, ITS FINANCIAL NEEDS, ITS PROCEDURES FOR FUNDING AND COMPLETING THE PROJECT AND THE TOTAL COST. THE GRANT PACKAGE SHOULD INCLUDE: COVER LETTER; ABSTRACT OR SUMMARY; STATEMENT OF NEED; OBJECTIVES; EVALUATION; FUTURE FUNDING; AND BUDGET.
    cAny submission deadlines:
    GRANT REVIEWS ARE SCHEDULED TWO TIMES A YEAR - JUNE 1ST AND DECEMBER 1ST. GRANT REQUESTS MAY BE SUBM
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    FUNDS WILL NORMALLY NOT BE USED TO SUPPORT: ANNUAL CAMPAIGNS, POLITICAL ACTIVITIES, ADVERTISING, LOANS, TRAVEL, SECOND YEAR FUNDING OR MULTI-YEAR FUNDING, PROJECTS OUTSIDE OUR AREA, GENERAL OPERATING, INDIVIDUALS, OR STUDENT GROUPS/SCHOLARSHIPS.
    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
    JUDY A MORRILL RECREATION CENTER
    1120 E HOUSTON STREET
    GARRETT,IN46738     		SIG DONOR 501(C)(3) GENERAL OPERATIONS 58,480
    GARRETT-KEYSER BUTLER CSD
    801 E HOUSTON STREET
    GARRETT,IN46738     		  GOV'T TOP TEN SENIOR 500
    FORT WAYNE PHILHARMONIC
    7901 FULLER DRIVE
    FORT WAYNE,IN46835     		  501(C)(3) PATRIOTIC POPS CONCERT 1,000
    GARRETT PUBLIC LIBRARY
    107 HOUSTON STREET
    GARRETT,IN46738     		  GOV'T BUILDING PROJECT 50,000
    ALLEN CO FORT WAYNE HISTORICAL SOC
    302 E BERRY STREET
    FORT WAYNE,IN46802     		  501(C)(3) ADMISSION FEE K-2 GRADE STUDENT 5,000
    ST JOSEPH MIDDLE SCHOOL ACADEMY
    301 W HOUSTON STREET
    GARRETT,IN46738     		  RELIGIOUS EDUCATIONAL DEVELOPMENT 15,528
    JUDY A MORILL RECREATION CENTER
    1120 E HOUSTON STREET
    GARRETT,IN46738     		SIG DONOR 501(C)(3) TWO TREADMILLS 11,975
    GARRETT MUSEUM OF ART
    100 SOUTH RANDOLPH STREET
    GARRETT,IN46738     		  501(C)(3) MARKETING AND MEMBERSHIPS 5,000
    DEKALB CO COMMUNITY FOUNDATION
    650 NORTH STREET
    AUBURN,IN46706     		  501(C)(3) LEARNING LINK PROGRAM 5,000
    TRINE UNIVERSITY
    1 UNIVERSITY AVENUE
    ANGOLA,IN46703     		  501(C)(3) T. FURTH CENTER FOR PERFORMING ARTS 50,000
    Total .................................bullet 3a 202,483
    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 14,772  
    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 22,001  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aTAX REFUND     1 766  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   37,539  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1337,539
    (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:
    JUDITH CLARK-MORRILL FOUNDATION IN
    EIN: 30-0046592
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DULIN, WARD & DEWALD, INC. 1,787     1,787

    TY 2013 CompensationExplanation
    Name:
    JUDITH CLARK-MORRILL FOUNDATION IN
    EIN: 30-0046592
    Person Name Explanation
    JUDITH MORRILL  
    CRAIG T BENSON  
    ALELIA BARRY  
    BYRON BRAUN  
    MARK FOGT  
    DONALD E SMITH  

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    JUDITH CLARK-MORRILL FOUNDATION IN
    EIN: 30-0046592
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BANK OF AMERICA CORP MEDIUM TE 25,000 26,121
    GENERAL ELECTRIC CAP CORP MED 30,000 30,753
    GENERAL ELECTRIC CAP CRP BONDS    
    JOHN DEERE CAPITAL CORP GLOBAL    

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    JUDITH CLARK-MORRILL FOUNDATION IN
    EIN: 30-0046592
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ACE LIMITED 1,643 1,864
    ACTIVISION BLIZZARD INC 1,458 1,533
    AGILENT TECH INC 729 972
    AIR PRODUCTS & CHEMICALS INC 3,565 4,583
    ALLEGHANY CORP NEW 2,175 2,800
    AMERICAN EXPRESS COMPANY 5,291 10,706
    AMERIPRISE FINANCIAL INC 899 1,726
    BANK NEW YORK MELLON CORP 7,594 10,307
    BED BATH & BEYOND 4,429 6,745
    BERKSHIRE HATHAWAY INC 5,671 7,706
    BROOKFIELD ASSET MANGMNT 2,438 2,485
    CANADIAN NATURAL RESOURCES LTD 5,990 5,008
    CARMAX INC 1,686 1,693
    COCA-COLA COMPANY 1,590 2,024
    COSTCO WHSL CORP 5,164 8,570
    CVS CAREMARK CORP 5,031 10,736
    DEVON ENERGY CORP    
    DIAGEO PLC 2,244 3,973
    DISNEY WALT COMPANY 1,598 2,521
    ECOLAB INC 2,180 2,607
    EOG RESOURCES INC 4,088 6,210
    EXPRESS SCRIPTS HLDG CO 2,940 3,863
    GOOGE INC 6,493 11,207
    HARLEY DAVIDSON INC 1,081 1,731
    HEWLETT-PACKARD COMPANY 1,079 728
    IRON MTN INC 1,885 1,942
    JPMORGAN CHASE & CO 1,514 1,871
    LABORATORY CORP OF AMER HLDGS 4,428 4,294
    LOEWS CORPORATION 3,573 4,004
    MICROSOFT CORP 1,287 1,833
    MONSANTO CO 1,418 1,865
    OCCIDENTAL PETE CORP 2,711 2,568
    ORACLE CORPORATION 1,365 1,645
    PACCAR INC 1,882 2,249
    PFIZER INCORPORATED    
    PHILIP MORRIS INTERNATIONAL INC 1,464 2,004
    POTASH CORP OF SASKATCHEWAN INC    
    PROGRESSIVE CORP 3,436 4,418
    TEXAS INSTRUMENTS INC 3,286 4,303
    TRANSOCEAN LTD    
    UNITEDHEALTH GROUP 4,358 5,120
    VISA 1,667 2,227
    WELLS FARGO COMPANY 6,557 10,260

    TY 2013 InvestmentsOtherSchedule2
    Name:
    JUDITH CLARK-MORRILL FOUNDATION IN
    EIN: 30-0046592
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ADVISORS INNER CIRCLE FD CAMBI AT COST 9,759 14,622
    DELAWARE GROUP EQUITY FDS AT COST 10,767 14,550
    EUROPACIFIC GROWTH FD AT COST 4,471 5,274
    GOLDMAN SACHS TR AT COST    
    HARBOR FUND CAP APPRECIATION F AT COST 8,890 15,218
    HARRIS ASSOC INVT TR AT COST 3,373 5,167
    HARTFORD MUT FDS INC AT COST 10,284 14,987
    JANUS INVT FD AT COST 9,976 11,540
    PIONEER SER TR I AT COST 2,687 3,508
    ROYCE FD AT COST 4,603 5,899
    SATUIT CAP MGMT TR AT COST 2,474 3,518
    ROWE T PRICE MID-CAP AT COST 8,188 11,784

    TY 2013 OtherExpensesSchedule
    Name:
    JUDITH CLARK-MORRILL FOUNDATION IN
    EIN: 30-0046592
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    MISCELLANEOUS 49      


    TY 2013 OtherIncomeSchedule2
    Name:
    JUDITH CLARK-MORRILL FOUNDATION IN
    EIN: 30-0046592
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    TAX REFUND 766    


    TY 2013 OtherIncreasesSchedule
    Name:
    JUDITH CLARK-MORRILL FOUNDATION IN
    EIN: 30-0046592
    Description Amount
    COST BASIS ADJUSTMENT 300


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    JUDITH CLARK-MORRILL FOUNDATION IN
    EIN: 30-0046592
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BRAUN INVESTMENTS 3,602 3,602    


    TY 2013 TaxesSchedule
    Name:
    JUDITH CLARK-MORRILL FOUNDATION IN
    EIN: 30-0046592
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 27