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
ETHEL KENNEDY FOUNDATION
 
% ETHEL K MARRAN
Number and street (or P.O. box number if mail is not delivered to street address)271 JOHNS ISLAND DRIVESuiteRoom/suite
City or town, state or province, country, and ZIP or foreign postal code
VERO BEACH, FL32963
A Employer identification number

11-2768682
B Telephone number (see instructions)

(772) 231-2971
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$9,803,724J 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) 9,286
2 Check bullet
3 Interest on savings and temporary cash investments 2,019 2,019  
4 Dividends and interest from securities...... 218,175 218,175  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 702,868
b Gross sales price for all assets on line 6a 1,574,150
7 Capital gain net income (from Part IV, line 2)... 702,868
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 23,039 -1,503  
12 Total. Add lines 1 through 11........ 955,387 921,559  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 12,575 0 0 12,575
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 23,961 1,003    
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 6,957 6,541   105
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 43,493 7,544 0 12,680
25 Contributions, gifts, grants paid........ 460,691 460,691
26 Total expenses and disbursements. Add lines 24 and 25 504,184 7,544 0 473,371
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 451,203
b Net investment income (if negative, enter -0-) 914,015
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............... 179,316 0 0
2 Savings and temporary cash investments.......... 1,172,484 2,008,939 2,008,939
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 5,879,897 Click to see attachment5,758,430 7,653,839
c Investments—corporate bonds (attach schedule)........ 215,000 Click to see attachment132,000 138,621
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment3,794 Click to see attachment2,325 Click to see attachment2,325
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,450,491 7,901,694 9,803,724
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund 338,134 338,134
29 Retained earnings, accumulated income, endowment, or other funds 7,112,357 7,563,560
30 Total net assets or fund balances (see page 17 of the
instructions).................... 7,450,491 7,901,694
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 7,450,491 7,901,694
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 7,450,491
2 Enter amount from Part I, line 27a..................... 2 451,203
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 7,901,694
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 7,901,694
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 PUBLICLY TRADED SECURITIES      
b PUBLICLY TRADED SECURITIES      
c PUBLICLY TRADED SECURITIES      
d PUBLICLY TRADED SECURITIES      
e CAPITAL GAIN DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 750,203   302,798 447,405
b 131,870   131,171 699
c 35,483   42,588 -7,105
d 464,041   394,725 69,316
e       192,340
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       447,405
b       699
c       -7,105
d       69,316
e        
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 2 702,868
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 494,764 8,413,686 0.058805
2011 325,466 8,375,540 0.038859
2010 446,601 8,028,262 0.055629
2009 378,313 7,161,013 0.05283
2008 439,787 8,732,568 0.050362
2 Total of line 1, column (d) ...................... 2 0.256485
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 0.051297
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 9,274,121
5 Multiply line 4 by line 3....................... 5 475,735
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 9,140
7 Add lines 5 and 6......................... 7 484,875
8 Enter qualifying distributions from Part XII, line 4.............. 8 473,371
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 18,280
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 18,280
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 18,280
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 22,958
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 22,958
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 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 4,678
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet4,678 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletDE
    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
    Yes
     
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletETHEL K MARRAN Telephone no.bullet (772) 231-2971
    Located atbullet271 JOHNS ISLAND DRIVEVERO BEACHFL ZIP+4bullet32963
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
    No
    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
    ETHEL K MARRAN PRES/TREAS
    0     		0    
    271 JOHNS ISLAND DRIVE
    VERO BEACH,FL32963
    ELIZABETH MARRAN VP
    0     		0    
    44 ALPINE STREET
    CAMBRIDGE,MA02138
    LAURA F MARRAN SECRETARY
    0     		0    
    3988 LAGO DI GRATA CIRCLE
    SAN DIEGO,CA92130
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 NONE  
    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
    463,706
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    18,280
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    18,280
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    445,426
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    445,426
    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
    445,426
    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 7 445,426
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 228,534
    b Total for prior years:2011, 2010, 2009  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012....... 0
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 473,371
    a Applied to 2012, but not more than line 2a 228,534
    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..... 244,837
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2013. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    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 ..........     		200,589
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013.... 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    ETHEL MARRAN
    271 JOHNS ISLAND DRIVE
    VERO BEACH FLORIDA 32963
    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.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ALZHEIMER'S FOUNDATION
    322 8TH AVE 7TH FL
    NEW YORK,NY10001     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - ALZHEIMERS RESEARCH 1,000
    UNITED WAY OF INDIAN RIVER COUNTY
    1836 14TH AVENUE
    VERO BEACH,FL32960     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - COMMUNITY SUPPORT 10,000
    BOWERY MISSION
    227 BOWERY
    NEW YORK,NY10002     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - MEALS, SHELTER, AND ASSISTANCE 2,000
    ST LABRE INDIAN SCHOOL
    1000 TONGUE RIVER ROAD
    ASHLAND,MT59003     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - EDUCATION TO NATIVE AMERICAN STUDENTS IN MONTANA 1,000
    DOLLARS FOR SCHOLARS - INDIAN RIVER COUNTY
    333 17TH ST T
    VERO BEACH,FL32960     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - NEED BASED SCHOLARSHIPS 10,000
    LA JOLLA COUNTRY DAY SCHOOL
    9490 GENESEE AVENUE
    LA JOLLA,CA92037     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - EDUCATION 30,000
    AMERICAN INDIAN COLLEGE FUND
    8333 GREENWOOD BLVD
    DENVER,CO80221     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - SCHOLARSHIPS 1,000
    CHILDREN'S HOME SOCIETY OF FLORIDA
    1485 S SEMORAN BLVD STE 1448
    WINTER PARK,FL32792     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - SERVICES FOR CHILDREN AND FAMILIES 1,000
    EAST HAMPTON LIBRARY
    159 MAIN STREET
    EAST HAMPTON,NY11937     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - LIBRARY SERVICES 10,000
    LEARNING ALLY
    20 ROSZEL ROAD
    PRINCETON,NJ08540     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - SUPPORT FOR THOSE WITH DYSLEXIA AND PRINT DISABILITIES 2,000
    ARTHRITIS FOUNDATION
    122 E 42ND ST 18
    NEW YORK,NY10168     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - ARTHRITIS RESEARCH 1,000
    GIFFORD YOUTH ACTIVITY CENTER
    177 BOSTON POST ROAD
    WESTON,MA02493     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - YOUTH SERVICES 1,000
    AFGHAN LEARNING INSTITUTE
    PO BOX 1058
    DEARBORN,MI48121     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - EDCUATION, TRAINING AND HEALTH SERVICES 5,000
    PATHWAYS INC
    585 NORTH MARY AVENUE
    SUNNYVALE,CA94085     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - COMMUNITY BASED SERVICES 1,000
    MOLLY'S HOUSE
    430 SE OSCEOLA STREET
    STUART,FL34994     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - SUPPORT FOR FAMILY'S IN MEDICAL CRISIS 12,000
    WQCS - NPR FOR THE TREASURE COAST
    3209 VIRGINIA AVE
    FT PIERCE,FL34981     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - NATIONAL PUBLIC RADIO 10,000
    RIVERSIDE THEATRE
    3250 RIVERSIDE PARK DRIVE
    VERO BEACH,FL32963     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - THEATRE 1,000
    COLUMBIA UNIVERSITY COLLEGE OF PHYSICIANS & SURGEO
    630 WEST 168TH ST
    NEW YORK,NY10032     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - EDUCATION 2,000
    METROPOLITAN MUSEUM OF ART
    1000 5TH AVENUE
    NEW YORK,NY10028     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - ART MUSEUM 4,000
    BIG BROTHERS BIG SISTERS
    5033 SOUTHEAST FEDERAL HIGHWAY
    STUART,FL34997     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - YOUTH SUPPORT 1,000
    HUMAN RIGHTS WATCH
    350 FIFTH AVENUE 34TH FLOOR
    NEW YORK,NY10118     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - HUMAN RIGHTS ADVOCACY 21,000
    FAIRMONT PARENTS ASSOCIATION
    1575 W MABLE ST
    ANAHEIM,CA92802     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - EDUCATION 15,000
    CHILDREN'S AID SOCIETY
    105 EAST 22ND STREET
    NEW YORK,NY10010     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - SERVICES FOR CHILDREN 10,000
    VNA HOSPICE FOUNDATION
    901 37TH STREET
    VERO BEACH,FL32960     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - MEDICAL SUPPORT 5,000
    EAST HAMPTON HEALTHCARE FOUNDATION
    200 PANTIGO PLACE SUITE M
    EAST HAMPTON,NY11937     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - EQUAL ACCESS MEDICAL CARE 11,000
    ATLANTIC CLASSICAL INSTITUTE
    141 NORTH US HIGHWAY 1
    FORT PIERCE,FL34950     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - ORCHESTRA 5,000
    FLORIDA EDUCATION FOUNDATION
    325 WEST GAINES STREET STE 1524
    TALLAHASSEE,FL32399     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - EDUCATION ENHANCEMENTS IN STATE OF FLORIDA 5,000
    FLORIDA SHERIFFS YOUTH RANCHES
    PO BOX 2000
    BOYS RANCH,FL32064     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - YOUTH PROGRAMS 2,000
    ASPCA
    424 E 92ND ST
    NEW YORK,NY10128     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - ANIMAL RESCUE 6,000
    AMERICAN DIABETES ASSOCIATION
    1701 NORTH BEAUREGARD STREET
    ALEXANDRIA,VA22311     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - DIABETES RESEARCH 1,000
    UNICEF
    125 MAIDEN LANE 11TH FLOOR
    NEW YORK,NY10038     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - CHILDREN'S RIGHTS 2,000
    LVIS (EAST HAMTON LADIES VILLAGE IMPROVEMENT)
    95 MAIN STREET
    EAST HAMPTON,NY11937     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - COMMUNITY IMPROVEMENT 1,000
    INDIAN RIVER LAND TRUST
    1904 12TH COURT
    VERO BEACH,FL32960     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - CONSERVATION 1,000
    WHITNEY MUSEUM
    945 MADISON AVENUE
    NEW YORK,NY10021     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - AMERICAN ART MUSEUM 1,000
    AICR AMERICAN INSTITUTE FOR CANCER RESEARCH
    1759 R STREET NW
    WASHINGTON,DC20009     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - CANCER RESEARCH AND EDUCATION SERVICES 1,000
    BREAD FOR THE WORLD
    425 3RD STREET SW STE 1200
    WASHINGTON,DC20024     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - END HUNGER 11,000
    VERO BEACH MUSEUM OF ART
    3001 RIVERSIDE PARK DRIVE
    VERO BEACH,FL32963     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - ART MUSEUM 10,000
    FRESH AIR FUND
    633 THIRD AVENUE
    NEW YORK,NY10017     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - SUMMER EXPERIENCES FOR NYC CHILDREN FROM LOW INCOME COMMUNITIES 50,000
    GUIDING EYES FOR THE BLIND
    611 GRANITE SPRINGS ROAD
    YORKTOWN HEIGHTS,NY10598     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - TRAINED GUIDE DOGS FOR THE BLIND AND VISUALLY IMPAIRED 1,000
    HOMELESS FAMILY CENTER - VERO BEACH
    720 4TH STREET
    VERO BEACH,FL32962     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - EMERGENCY AND TRANSICTION SHELTER FOR HOMELESS FAMILIES 15,000
    ANIMAL RESCUE FUND (ARF)
    90 DANIELS HOLE RD
    EAST HAMPTON,NY11937     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - ANIMAL RESCUE 3,000
    WHEELCHAIR FOUNDATION
    3820 BLACKHAWK ROAD
    DANVILLE,CA94506     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - WHEELCHAIRS FOR THOSE IN NEED 1,000
    PRESERVATION SOCIETY OF EAST HAMPTON
    PO BOX 2015
    EAST HAMPTON,NY11937     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - PRESERVATION 1,000
    NATURE CONSERVANCY
    222 S WESTMONTE DRIVE SUITE 300
    ALTAMONTE SPRINGS,FL32714     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - CONSERVATION 1,000
    EAST HAMPTON MEALS ON WHEELS
    33 NEWTON LN 205
    EAST HAMPTON,NY11937     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - MEALS FOR THOSE IN NEED 1,000
    HARBOR BRANCH OCEANOGRAPHIC INSTITUTE
    5600 US 1
    FORT PIERCE,FL34946     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - RESEARCH AND EDUCATION IN MARINE SCIENCES 5,000
    HARVEST FOOD AND OUTREACH CENTER
    1360 28TH STREET
    VERO BEACH,FL32960     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - COMMUNITY SERVICES 1,000
    HUMANE SOCIETY
    700 PROFESSIONAL DRIVE
    GAITHERSBURG,MD20879     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - ANIMAL RESCUE 2,000
    JOHN'S ISLAND FOUNDATION
    956 BEACHLAND BLVD
    VERO BEACH,FL32963     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - COMMUNITY SUPPORT TO NON-PROFITS IN INDIAN RIVER COUNTY 15,000
    INDIAN RIVER MEDICAL CENTER FOUNDATION
    1000 36TH STREET
    VERO BEACH,FL32960     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - MEDICAL CENTER 6,000
    INTERNATIONAL RESCUE COMMITTEE
    122 EAST 42ND STREET
    NEW YORK,NY10168     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - HUMANITARIAN AID 3,000
    VASCA
    1430 BROADWAY 6TH FLOOR
    NEW YORK,NY10018     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - SERVICES TO LOW INCOME SENIORS 11,000
    ORANGE COUNTY HIGH SCHOOL OF THE ARTS
    1010 NORTH MAIN STREET
    SANTA ANA,CA92701     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - HIGH SCHOOL FOR STUDENTS WITH TALENTS IN THE ARTS 24,575
    LIGHTHOUSE INTERNATIONAL
    111 E 59TH ST
    NEW YORK,NY10022     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - VISION IMPAIRMENT EDUCAITON, RESEARCH, REHABILITATION AND ADVOCACY 2,000
    MAKE A WISH FOUNDATION
    PO BOX 6062
    ALBERT LEA,MN56007     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - EXPERIENCES FOR CHILDREN WITH LIFE THREATENING MEDICAL CONDITIONS 1,000
    BURN RESCUE
    420 FIFTH AVENUE 27TH FLOOR
    NEW YORK,NY10018     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - SURGERIES FOR SEVERELY BURNED CHILDREN 1,000
    CHILD CARE RESOURCES
    101 E PINE ST LOWER LEVEL
    MISSOULA,MT59802     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - SUPPORT FOR THOSE STRUGGLING TO PAY FOR CHILD CARE 5,000
    GEORGETOWN UNIVERSITY LAW CENTER
    600 NEW JERSEY AVE NW
    WASHINGTON,DC20001     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - LEGAL EDUCATION 20,000
    SOUTHERN POVERTY LAW CENTER
    400 WASHINGTON AVE
    MONTGOMERY,AL36104     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - LEGAL REPRESENTATION/CIVIL RIGHTS 1,000
    SPECIAL OLYMPICS FLORIDA
    1915 DON WICKHAM DRIVE
    CLERMONT,FL34711     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - SPORTS COMPETITION FOR PEOPLE WITH DISABILITIES 2,000
    SAINT EDWARDS SCHOOL
    1895 ST EDWARDS DRIVE
    VERO BEACH,FL32963     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - EDUCATION 31,000
    CHORAL SOCIETY OF THE HAMPTONS
    PO BOX 1031
    BRIDGEHAMPTON,NY11932     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - CONCERTS, EDUCATION, AND PROGRAMS 1,000
    DOCTORS WITHOUT BORDERS - MEDECINS SANS FRONTIERES
    337 7TH AVENUE
    NEW YORK,NY10001     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - MEDICAL AID 1,000
    WOMEN'S CARE CENTER OF VERO BEACH
    1986 31ST AVE
    VERO BEACH,FL32960     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - SUPPORT, COUNSELING AND EDUCATION TO WOMEN 10,000
    LONG ISLAND PINE BARRENS SOCIETY
    547 EAST MAIN STREET
    RIVERHEAD,NJ11901     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION - ENVIRONMENTAL EDUCATION AND PRESERVATION 1,000
    GLOBAL FUND FOR WOMEN
    222 SUTTER STREET SUITE 500
    SAN FRANCISCO,CA94108     		NONE PC CHARITABLE CONTRIBUTION - WOMEN'S HUMAN RIGHTS 1,000
    HABITAT FOR HUMANITY
    270 PEACHTREE STREET NW STE 1300
    ATLANTA,GA30303     		NONE PC CHARITABLE CONTRIBUTION - AFFORDABLE HOUSING 1,000
    HELEN KELLER SERVICES FOR THE BLIND
    141 MIDDLE NECK ROAD
    SANDS POINT,NY11050     		NONE PC CHARITABLE CONTRIBUTION - SERVICES FOR THE BLIND 1,000
    HELP ME SEE HELPING THE BLIND SEE
    20 WEST 36TH STREET STE 700
    NEW YORK,NY10018     		NONE PC CHARITABLE CONTRIBUTION - ELIMINATE BLINDNESS CAUSED BY UNTREATED CATARACT 5,000
    JOHN'S ISLAND COMMUNITY SERVICE LEAGUE
    THREE JOHNS ISLAND DRIVE
    VERO BEACH,FL32963     		NONE PC CHARITABLE CONTRIBUTION - RAISING FUNDS FOR CHARITABLE AGENCIES IN INDIAN RIVER COUNTY 2,100
    MACULAR DEGENERATION RESARCH
    PO BOX 515
    NORTHAMPTON,MA010610515     		NONE PC CHARITABLE CONTRIBUTION - MEDICAN RESEARCH 1,000
    NATIONAL WORLD WAR II MUSEUM
    945 MAGAZINE ST
    NEW ORLEANS,LA70130     		NONE PC CHARITABLE CONTRIBUTION - HISTORY MUSEUM 1,000
    NEW YORK RESTORATION PROJECT
    254 WEST 31ST STREET 10TH FLOOR
    NEW YORK,NY10001     		NONE PC CHARITABLE CONTRIBUTION - PARKS, GARDENS AND TREES IN NYC 1,000
    OPTOMETIC CENTERY OF NY SUNY
    33 WEST 42ND STREET
    NEW YORK,NY10036     		NONE PC CHARITABLE CONTRIBUTION - SUPPORT FOR VISION SCIENCE RESEARCH 5,000
    PARTNERS IN HEALTH HAITI
    888 COMMONWEALTH AVENUE 3RD FLOOR
    BOSTON,MA02215     		NONE PC CHARITABLE CONTRIBUTION - HEALTH CARE OPTIONS 1,000
    PREGNANCY LIFE CENTER VERO BEACH
    1986 31ST AVE SUITE 100
    VERO BEACH,FL32960     		NONE PC CHARITABLE CONTRIBUTION - MEDICAL SERVICES 1,000
    RCMA REDLANDS CHRISTIAN MIGRANT ASSOCIATION
    2225 CHADWICK CIRCLE
    IMMOKALEE,FL34142     		NONE PC CHARITABLE CONTRIBUTION - CHILDCARE AND EDUCATION SERVICES FOR LOW INCOME AND RURAL FAMILIES 1,000
    SAFE SPACE FLORIDA
    632 SE MONTEREY ROAD
    STUART,FL34994     		NONE PC CHARITABLE CONTRIBUTION - SERVICES FOR VICTIMS OF DOMESTIC ABUSE 5,000
    MEMORIAL SLOAN KETTERING CANCER CENTER
    1275 YORK AVE
    NEW YORK,NY10065     		NONE PC CHARITABLE CONTRIBUTION - CANCER RESEARCH 1,000
    ST JUDE CHILDREN'S RESARCH HOSPITAL
    262 DANNY THOMAS PLACE
    MEMPHIS,TN38105     		NONE PC CHARITABLE CONTRIBUTION - PEDIATRIC CANCER RESEARCH 1,000
    NATIONAL MUSEUM OF WOMEN IN THE ARTS
    1250 NEW YORK AVE NW
    WASHINGTON,DC20005     		NONE PC CHARITABLE CONTRIBUTION - ART MUSEUM 1,000
    AARP FOUNDATION
    PO BOX 93207
    LONG BEACH,CA90809     		NONE   CHARITABLE CONTRIBUTION - OPPORTUNITIES FOR STRUGGLING AMERICANS 50+ 16
    EAST END HOSPICE
    481 RIVERHEAD ROAD
    WESTHAMPTON BEACH,NY11978     		NONE PC CHARITABLE CONTRIBUTION - COMPASSIONATE CARE FOR THE TERMINALLY ILL 1,000
    Total .................................bullet 3a 460,691
    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 ............     		    14 2,019  
    4 Dividends and interest from securities....     14 218,175  
    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 .............     		    18 702,868  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a990PF REFUND     01 22,958  
    bOTHER INVESTMENT INCOME     01 81  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   946,101  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13946,101
    (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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2013
    Name of the organization
    ETHEL KENNEDY FOUNDATION
     
    Employer identification number

    11-2768682
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 2
    Name of organization
    ETHEL KENNEDY FOUNDATION
          		Employer identification number

    11-2768682
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    ETHEL K MARRAN  
    271 JOHNS ISLAND DRIVE
     
    VERO BEACH, FL32963

    		$9,286


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 3
    Name of organization
    ETHEL KENNEDY FOUNDATION
          		Employer identification number

    11-2768682
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    Name of organization
    ETHEL KENNEDY FOUNDATION
          		Employer identification number

    11-2768682
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2013 AccountingFeesSchedule
    Name:
    ETHEL KENNEDY FOUNDATION
    EIN: 11-2768682
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 12,575     12,575

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

    TY 2013 DepreciationSchedule
    Name:
    ETHEL KENNEDY FOUNDATION
    EIN: 11-2768682
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    ETHEL KENNEDY FOUNDATION
    EIN: 11-2768682
    Name of Bond End of Year Book Value End of Year Fair Market Value
    $15,000 GS CONT BUFF 11/14/13 0 0
    $35,000 GS REN SPX 8/7/13 0 0
    $20,000 BNP BREN EAFE 6/19/13 0 0
    $20,000 BNP BREN EAFE 7/17/13 0 0
    $20,000 JPM BREN EAFE 4/17/13 0 0
    $15,000 DB MARKET PLUS 3/19/14 15,000 18,013
    $20,000 BARC BREN ASIA 4/17/13 0 0
    $25,000 BNP DELTAONE 6/14/13 0 0
    $25,000 HSBC DELTAONE 6/14/13 0 0
    $20,000 BARC BRENCOMM 11/21/13 0 0
    $20,000 CS BREN MXEA 5/1/14 20,000 21,354
    $20,000 BARC REN MX 4/30/14 20,000 21,034
    $9,000 BARC BRENT 9/29/14 9,000 9,149
    $15,000 JPM ENH BETA 2018 15,000 15,284
    $13,000 SG BRENT CBEN 3/24/14 13,000 14,151
    $20,000 HSBC MKT PL FX 9/22/14 20,000 17,892
    $20,000 JPM REN SPX 9/14/14 20,000 21,744

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    ETHEL KENNEDY FOUNDATION
    EIN: 11-2768682
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3,800 SHS CISCO SYSTEMS INC 60,313 85,234
    400 SHS VISA INC 23,251 89,072
    537 SHS ISHARES S&P MIDCAP 400 40,866 71,856
    546 SHS ISHARES RSSELL MIDCP 43,616 81,889
    3392 SHS JP MORGAN HY BD FD 0 0
    9058 SHS JP MORGAN SHORT DUR 97,282 98,647
    1,272 SHS BANK OF AMERICA 65,771 19,805
    1,660 SHS NORTHERN TRUST CORP 60,964 103,252
    201 SHS HOSPIRA INC 3,384 8,297
    4,654 SHS KINDER MORGAN MGMT 98,416 398,955
    1,250 SHS HOME DEPOT 50,202 102,925
    2,500 SHS QUALCOMM INC 99,067 185,625
    2,010 SHS ABBOTT LABORATORIES 24,470 77,043
    97 SHS AMER INTL GROUP 52,090 4,952
    604 SHS CITIGROUP INC 102,409 31,474
    3,240 SHS GENERAL ELECTRIC CO 53,471 91,530
    2685 SHS ARTISAN INTL VAL FD 65,998 98,714
    1,000 SHS MERCK & CO 64,800 50,490
    2,010 SHS ABBVIE INC 26,536 106,148
    3,180 SHS MEDTRONIC INC 52,793 183,390
    5,040 SHS MICROSOFT CORP 51,514 188,546
    11,755 SHS GS SMALL CAP VAL 507,161 663,450
    23,372 SHS GS INTL EQUITY 448,850 484,968
    2049 SHS MATTHEWS PACIFIC 41,438 51,155
    1,200 SHS IBM 53,025 225,084
    3344 SHS JP MORGAN STRATEGIC 39,395 40,808
    192,962 SHS GS HIGH YLD BD FD 1,700,142 1,377,749
    1,500 SHS AUTOMATIC DATA PROC 52,088 121,919
    800 SHS EL PASO ENERGY CAPITAL 38,784 44,904
    1898 SHS DODGE & COX INTL 59,805 81,706
    800 SHS VORNADO REALTY TRUST 42,016 101,744
    5,000 SHS AUTODESK INC 48,355 251,595
    345 SHS THE TRAVELERS COS 6,954 31,236
    815 SHS VANGUARD EMERGING MK 0 0
    1,720 SHS EMERSON ELECTRIC CO 60,194 120,710
    480 SHS OMNICOM GROUP 19,889 35,890
    2,442 SHS YAHOO INC 36,696 98,754
    6,796 SHS EATON VANCE MUT FDS 70,000 64,019
    415 SHS ISHARES MSCI EAFE IND 24,832 27,844
    5,928 SHS ENBRIDGE ENERGY MGMT 98,081 194,852
    4,023 SHS BANK OF AMERICA CORP 53,701 62,638
    375 SHS BROADRIDGE FINANCIAL 5,576 14,899
    1,000 SHS SPDR S&P 500 ETF 139,174 185,670
    308 SHS CHEVRON CORP 6,644 38,472
    8997 SHS GS MID CAP VALUE 334,917 399,730
    1767 SHS JP MORGAN US REAL ES 0 0
    2751 SHS OAKMARK INT'L FUND 70,221 72,404
    651 SHS MATTHEWS ASIA DIVIDEND 10,000 10,156
    641 SHS JPM INTREPID EUROPEAN 16,376 17,145
    2781 SHS GATEWAY FUND - Y 73,696 80,632
    3345 SHS EATON VANCE MUTUAL 29,336 30,744
    5265 SHS ARBITRAGE FUNDS 67,500 67,711
    3099 SHS JPM INTL CURRENCY INC 0 0
    1757 SHS JPM LARGE CAP GROWTH 37,063 55,850
    2510 SHS BLACKROCK HIGH YIELD 19,477 20,607
    5340 SHS JPM US LARGE CAP CORE 113,397 148,146
    51 WTS - AMERICAN INTERNATION 830 1,033
    194 SHS - EXPRESS SCRIPTS 3,691 13,627
    718 - SPDR S&P ETF TRUST 95,746 132,607
    205 - SPDR GOLD TRUST 0 0
    3093 - DOUBLINE FDS TR 35,000 33,347
    20,000 - CS AMERICAS MARKET + 0 0
    810 - JPM CHINA REGION FUND 16,000 17,216
    537 - OPPENHEIMER DEVELOPING M 18,723 20,162
    4712 - JPM GLOBAL RES ENH INDE 75,100 84,014
    2995 - PIMCO UNCONS BOND 33,700 33,221
    685 - POWERSHARES DB COMMODITY 17,644 17,577

    TY 2013 InvestmentsLandSchedule2
    Name:
    ETHEL KENNEDY FOUNDATION
    EIN: 11-2768682
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value

    TY 2013 LandEtcSchedule2
    Name:
    ETHEL KENNEDY FOUNDATION
    EIN: 11-2768682
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value


    TY 2013 OtherAssetsSchedule
    Name:
    ETHEL KENNEDY FOUNDATION
    EIN: 11-2768682
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DIVIDENDS REC - JP MORGAN 2,122 1,345 1,345
    DIVIDENDS REC - GOLDMAN 1,672 980 980


    TY 2013 OtherExpensesSchedule
    Name:
    ETHEL KENNEDY FOUNDATION
    EIN: 11-2768682
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT FEES 6,359 6,359    
    ANNUAL REGISTRATION 311      
    POWERSHARES - EXPENSES 182 182    
    OFFICE EXPENSE 105     105


    TY 2013 OtherIncomeSchedule2
    Name:
    ETHEL KENNEDY FOUNDATION
    EIN: 11-2768682
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    EXCISE TAX REFUND 22,958    
    POWERSHARES - OTHER INCOME -1,503 -1,503  
    NONDIVIDEND DISTRIBUTIONS 1,584    


    TY 2013 TaxesSchedule
    Name:
    ETHEL KENNEDY FOUNDATION
    EIN: 11-2768682
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAXES - 990PF 22,958      
    FOREIGN TAXES 1,003 1,003