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
JOHN SCULLY FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 75000   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DETROIT, MI482757874
A Employer identification number

26-6003516
B Telephone number (see instructions)

(612) 215-3603
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$2,378,813J 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...... 52,802 52,802  
5a Gross rents.............. 1,700 1,700 1,700
b Net rental income or (loss) 1,700
6a Net gain or (loss) from sale of assets not on line 10 -2,110,110
b Gross sales price for all assets on line 6a 3,099,841
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 15,466    
12 Total. Add lines 1 through 11........ -2,040,142 54,502 1,700
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 41,914 37,723   4,191
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... 900 450   450
c Other professional fees (attach schedule).... 28,198 28,198   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions) 6,744     0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 26,241 26,241    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 103,997 92,612 0 4,641
25 Contributions, gifts, grants paid........ 173,000 173,000
26 Total expenses and disbursements. Add lines 24 and 25 276,997 92,612 0 177,641
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,317,139
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)... 1,700
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 95,646 46,360 46,360
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 66,840    
b Investments—corporate stock (attach schedule)........ 661,476 Click to see attachment1,547,191 1,626,558
c Investments—corporate bonds (attach schedule)........ 224,322 Click to see attachment692,340 705,895
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........     0
14 Land, buildings, and equipment: basis bullet0
Less: accumulated depreciation (attach schedule) bullet   3,557,500 0  
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,605,784 2,285,891 2,378,813
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......... 4,605,784 2,285,891
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).................... 4,605,784 2,285,891
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 4,605,784 2,285,891
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 4,605,784
2 Enter amount from Part I, line 27a..................... 2 -2,317,139
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 2,288,645
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 2,754
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 2,285,891
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 1. AT&T INC   2008-07-07 2013-02-08
b 9. AT&T INC   2008-07-07 2013-04-30
c 119. AT&T INC   2008-07-07 2013-06-04
d 35. AT&T INC   2008-07-07 2013-07-02
e 83. AT&T INC   2008-07-07 2013-07-15
158. AT&T INC   2008-07-29 2013-08-30
12. AT&T INC   2013-12-23 2013-12-27
3000. AT&T INC GLOBAL NT 1.6% 02/15/2017   2012-02-09 2013-09-03
163. ALTRIA GROUP INC   2013-09-12 2013-12-23
1. AMERICAN ELEC PWR INC   2013-12-23 2013-12-27
15. AMERICAN EXPRESS CO   2010-05-17 2013-01-10
30. AMERICAN EXPRESS CO   2010-05-17 2013-05-28
59. AMERICAN EXPRESS CO   2010-10-05 2013-08-30
4000. AMERICAN EXPRESS CR CORP 1.75% 06/12/201   2012-06-08 2013-09-03
1410. ANNALY MTG MGMT INC (REIT)   2013-09-12 2013-12-23
11. APPLE COMPUTER INC   2013-01-24 2013-08-30
24. APPLE COMPUTER INC   2009-03-25 2013-08-30
3. AUTOMATIC DATA PROCESSING INC   2013-12-23 2013-12-27
7. BB&T CORP   2012-09-14 2013-04-30
37. BB&T CORP   2012-09-14 2013-07-02
194. BB&T CORP   2012-09-14 2013-08-30
98. BCE INC   2013-11-01 2013-12-23
7. BCE INC   2013-11-01 2013-12-27
3000. BP CAPITAL MARKETS PLC GTD NT 3.875% 03/   2009-04-23 2013-09-03
75. BANK MONTREAL CAD COM NPV   2013-09-12 2013-12-23
3. BANK MONTREAL CAD COM NPV   2013-09-12 2013-12-27
92. BANK OF NOVA SCOTIA   2013-09-12 2013-12-23
4. BANK OF NOVA SCOTIA   2013-09-12 2013-12-27
5000. BERKSHIRE HATHAWAY 4.85% 01/15/2015   2010-11-01 2013-09-03
20. BERKSHIRE HATHAWAY CL B   2011-02-04 2013-02-20
115. BERKSHIRE HATHAWAY CL B   2012-02-16 2013-08-30
6. CENOVUS ENERGY INC   2013-03-20 2013-04-30
29. CENOVUS ENERGY INC   2013-03-20 2013-07-02
172. CENOVUS ENERGY INC   2013-03-20 2013-08-22
508. CENTURYTEL INC   2013-09-12 2013-12-23
3. CHEVRONTEXACO CORP   2013-09-12 2013-12-27
4. CHUBB CORP   2013-12-23 2013-12-27
19. CISCO SYS INC   2013-02-08 2013-04-30
9. CISCO SYS INC   2010-09-21 2013-04-30
14. CISCO SYS INC   2010-09-21 2013-06-17
131. CISCO SYS INC   2010-09-21 2013-07-02
11. CISCO SYS INC   2013-08-14 2013-08-30
801. CISCO SYS INC   2012-08-06 2013-08-30
5000. CISCO SYS INC 5.5% 02/22/2016   2010-03-26 2013-09-03
130. COACH INC   2012-08-02 2013-08-30
6. COCA COLA CO   2013-12-23 2013-12-27
3000. COCA COLA CO 4.875% 03/15/2019   2009-03-04 2013-09-03
119. COGNIZANT TECHNOLOGY SOLUTIONS   2012-05-08 2013-08-30
70. COGNIZANT TECHNOLOGY SOLUTIONS   2013-05-30 2013-08-30
8. COSTCO WHOLESALE CORP   2008-07-07 2013-02-08
4. COSTCO WHOLESALE CORP   2008-07-07 2013-04-30
22. COSTCO WHOLESALE CORP   2008-07-07 2013-07-02
125. COSTCO WHOLESALE CORP   2008-07-29 2013-08-30
381.727 CULLEN FDS TR   2013-09-12 2013-11-01
905.797 CULLEN FDS TR   2013-09-12 2013-12-11
323.142 CULLEN FDS TR   2013-12-23 2013-12-27
30. CUMMINS ENGINE INC   2011-06-29 2013-01-10
70. CUMMINS ENGINE INC   2012-07-16 2013-08-30
112. DARDEN RESTAURANTS INC   2013-09-12 2013-12-23
16. DARDEN RESTAURANTS INC   2013-09-12 2013-12-27
43. DIAMOND OFFSHORE DRILLING INC   2013-09-12 2013-12-23
3. DIAMOND OFFSHORE DRILLING INC   2013-09-12 2013-12-27
100. DOMINION RESOURCES INC   2013-09-12 2013-12-23
1. DOMINION RESOURCES INC   2013-09-12 2013-12-27
12. DOW CHEMICAL CO   2012-04-16 2013-04-30
14. DOW CHEMICAL CO   2012-04-16 2013-06-17
5. DOW CHEMICAL CO   2013-02-08 2013-07-02
91. DOW CHEMICAL CO   2012-01-30 2013-07-02
520. DOW CHEMICAL CO   2012-01-30 2013-08-30
12. DOW CHEMICAL CO   2013-08-14 2013-08-30
10. DOW CHEMICAL CO   2013-12-23 2013-12-27
3. DU PONT E I DE NEMOURS & CO   2011-11-21 2013-02-08
7. DU PONT E I DE NEMOURS & CO   2011-11-21 2013-04-30
58. DU PONT E I DE NEMOURS & CO   2011-11-21 2013-07-02
298. DU PONT E I DE NEMOURS & CO   2011-11-21 2013-08-30
5. DU PONT E I DE NEMOURS & CO   2013-08-14 2013-08-30
50. E M C CORP   2013-06-21 2013-07-02
337. E M C CORP   2013-08-14 2013-08-30
330. E M C CORP   2009-07-28 2013-08-30
130. E M C CORP   2013-05-21 2013-08-30
2000. EMC CORP 2.65% 06/01/2020   2013-07-26 2013-09-03
76. EMERSON ELEC CO   2009-09-17 2013-02-01
195. EMERSON ELEC CO   2009-09-17 2013-04-11
1. EMERSON ELEC CO   2013-02-08 2013-04-11
135. EXPEDITORS INTERNATIONAL   2012-05-01 2013-05-20
170. EXPRESS SCRIPTS HLDG CO   2011-10-04 2013-08-30
4. EXXON MOBIL CORP COMMON STOCK   2013-12-23 2013-12-27
3000. FEDERAL HOME LN MTG CORP 4.5% 07/15/2013   2008-07-25 2013-06-25
2000. FEDERAL HOME LN MTG CORP 4.5% 07/15/2013   2008-07-25 2013-07-15
2000. FEDERAL HOME LN MTG CORP 4.5% 01/15/2015   2013-05-22 2013-09-03
3000. FEDERAL HOME LN MTG CORP 4.5% 01/15/2015   2007-08-03 2013-09-03
3000. FEDERAL NATL MTG ASSN 4.625% 10/15/2014   2012-12-13 2013-09-03
2000. FEDERAL NATL MTG ASSN 4.625% 10/15/2014   2011-03-23 2013-09-03
3000. FEDERAL HOME LN MTG CORP PREASSIGN 00075   2012-10-19 2013-09-03
271.413 FIDELITY FLTG RATE HIGH INCOME FD INSTL   2013-11-01 2013-12-23
212.788 FIDELITY FLTG RATE HIGH INCOME FD INSTL   2013-11-01 2013-12-27
182.282 FIRST EAGLE GLOBAL I   2013-09-12 2013-12-11
65.586 FIRST EAGLE GLOBAL I   2013-09-12 2013-12-27
441. FIRSTENERGY CORP   2013-09-12 2013-12-23
46. FORD MOTOR CO   2013-04-11 2013-04-30
199. FORD MOTOR CO   2013-04-11 2013-07-02
1113. FORD MOTOR CO   2013-08-14 2013-08-30
1180.887 FRANKLIN INCOME FD ADVISOR CL   2013-09-12 2013-12-23
765.163 FRANKLIN INCOME FD ADVISOR CL   2013-09-12 2013-12-27
16. GENERAL ELECTRIC CO   2008-07-07 2013-02-08
38. GENERAL ELECTRIC CO   2008-07-07 2013-04-30
8. GENERAL ELECTRIC CO   2008-07-07 2013-06-17
156. GENERAL ELECTRIC CO   2008-07-07 2013-07-02
19. GENERAL ELECTRIC CO   2013-08-14 2013-08-30
935. GENERAL ELECTRIC CO   2010-08-24 2013-08-30
13. GENERAL ELECTRIC CO   2013-12-23 2013-12-27
1000. GENERAL ELEC CAP CORP 5.4% 02/15/2017   2008-07-07 2013-02-08
1000. GENERAL ELEC CAP CORP 5.4% 02/15/2017   2008-07-07 2013-04-29
1000. GENERAL ELEC CAP CORP 5.4% 02/15/2017   2008-07-07 2013-06-17
7000. GENERAL ELEC CAP CORP 5.4% 02/15/2017   2008-07-07 2013-07-02
2000. GENERAL ELEC CAP CORP 5.4% 02/15/2017   2013-08-14 2013-08-30
42000. GENERAL ELEC CAP CORP 5.4% 02/15/2017   2008-07-07 2013-08-30
4000. GENERAL ELEC CAP CORP 5.625% 09/15/2017   2011-12-06 2013-09-03
25. GILEAD SCIENCES INC   2010-06-14 2013-01-10
132. GILEAD SCIENCES INC   2010-06-14 2013-08-30
28. GLAXO WELLCOME PLC ADR   2012-08-09 2013-02-08
11. GLAXO WELLCOME PLC ADR   2008-07-07 2013-04-30
50. GLAXO WELLCOME PLC ADR   2008-07-07 2013-07-02
5. GLAXO WELLCOME PLC ADR   2013-08-14 2013-08-30
278. GLAXO WELLCOME PLC ADR   2012-08-09 2013-08-30
2000. GOLDMAN SACHS GROUP INC 3.7% 08/01/2015   2012-09-04 2013-04-29
2000. GOLDMAN SACHS GROUP INC 3.7% 08/01/2015   2012-09-04 2013-06-17
7000. GOLDMAN SACHS GROUP INC 3.7% 08/01/2015   2012-09-04 2013-07-02
48000. GOLDMAN SACHS GROUP INC 3.7% 08/01/2015   2012-09-04 2013-08-30
4. GOOGLE INC CL A   2012-01-26 2013-05-21
10. GOOGLE INC CL A   2009-07-28 2013-08-30
47. GULFMARK OFFSHORE INC   2008-08-21 2013-02-08
41. GULFMARK OFFSHORE INC   2008-08-21 2013-02-11
44. GULFMARK OFFSHORE INC   2010-08-24 2013-02-15
3. GULFMARK OFFSHORE INC   2010-08-24 2013-04-30
56. GULFMARK OFFSHORE INC   2010-08-24 2013-05-02
21. GULFMARK OFFSHORE INC   2010-08-24 2013-07-02
105. GULFMARK OFFSHORE INC   2010-08-24 2013-08-30
14. HSBC HOLDINGS PLC-SPONS ADR   2013-09-12 2013-12-27
47. HEALTH CARE REIT INC   2013-09-12 2013-12-23
2. HEALTH CARE REIT INC   2013-09-12 2013-12-27
7. HONEYWELL INTERNATIONAL INC   2011-12-16 2013-02-08
3. HONEYWELL INTERNATIONAL INC   2011-12-16 2013-04-30
11. HONEYWELL INTERNATIONAL INC   2011-12-16 2013-06-17
46. HONEYWELL INTERNATIONAL INC   2011-12-16 2013-07-02
7. HONEYWELL INTERNATIONAL INC   2013-08-14 2013-08-30
278. HONEYWELL INTERNATIONAL INC   2011-12-16 2013-08-30
14. INTEL CORP   2012-09-25 2013-04-30
11. INTEL CORP   2013-05-10 2013-06-17
69. INTEL CORP   2013-06-21 2013-07-02
597. INTEL CORP   2013-08-14 2013-08-30
18. INTEL CORP   2013-12-23 2013-12-27
2. IBM CORP   2012-03-26 2013-04-30
1. IBM CORP   2013-02-08 2013-04-30
5. IBM CORP   2013-05-13 2013-07-02
8. IBM CORP   2012-03-26 2013-07-02
68. IBM CORP   2008-12-10 2013-08-30
2. ISHARES MSCI MSCI EMERGING MARKETS ASIA   2013-12-23 2013-12-27
107. ISHARES TR-S&P 500 INDEX   2013-09-12 2013-11-01
28. ISHARES TR-S&P 500 INDEX   2013-09-12 2013-12-11
3. ISHARES TR-S&P 500 INDEX   2013-09-12 2013-12-27
7. ISHARES GS$ INVESTOP CORP BD   2013-09-12 2013-12-27
210. ISHARES S&P GLBL ENERGY SECTOR EXCHANGE   2013-09-12 2013-11-01
3. ISHARES TR   2013-11-01 2013-12-27
16. ISHARES JP MORGAN USD EMERGING MARKETS B   2013-11-01 2013-12-27
8. ISHARES DOW JONES EPAC SELECT DIVIDEND I   2013-09-12 2013-12-27
2. ISHARES IBOXX H/Y CORP BOND   2013-11-01 2013-12-27
127. ISHARES LEHMAN 10-20 YEAR TR   2013-11-01 2013-12-23
73. ISHARES BARCLAYS 3-7 YR TSY BD FD   2013-09-12 2013-11-01
1794. ISHARES TR TREASURY BOND FUND   2013-09-12 2013-11-01
2000. JP MORGAN CHASE & CO 2.05% 01/24/2014   2012-03-07 2013-04-29
2000. JP MORGAN CHASE & CO 2.05% 01/24/2014   2012-03-07 2013-06-17
7000. JP MORGAN CHASE & CO 2.05% 01/24/2014   2012-03-07 2013-07-02
49000. JP MORGAN CHASE & CO 2.05% 01/24/2014   2012-03-07 2013-08-30
1000. JP MORGAN CHASE & CO 2.05% 01/24/2014   2013-08-14 2013-08-30
17. J P MORGAN CHASE & CO   2010-11-05 2013-04-30
5. J P MORGAN CHASE & CO   2010-11-05 2013-06-17
81. J P MORGAN CHASE & CO   2010-11-05 2013-07-02
62. J P MORGAN CHASE & CO   2012-10-12 2013-08-30
427. J P MORGAN CHASE & CO   2012-01-30 2013-08-30
62. JPMORGAN ALERIAN MLP INDEX ETN DUE 5/24/2024   2013-09-12 2013-11-01
362. JPMORGAN ALERIAN MLP INDEX ETN DUE 5/24/2024   2013-09-12 2013-12-23
33. JPMORGAN ALERIAN MLP INDEX ETN DUE 5/24/2024   2013-09-12 2013-12-27
3000. JPMORGAN CHASE & CO SR NT 3.7% 01/20/201   2012-02-28 2013-09-03
1. JOHNSON & JOHNSON   2008-07-07 2013-02-08
5. JOHNSON & JOHNSON   2008-07-07 2013-04-30
6. JOHNSON & JOHNSON   2008-07-07 2013-06-17
28. JOHNSON & JOHNSON   2008-07-07 2013-07-02
176. JOHNSON & JOHNSON   2008-07-07 2013-08-30
2. JOHNSON & JOHNSON   2013-12-23 2013-12-27
9. KINDER MORGAN INC DEL COM   2013-09-12 2013-12-27
79. LILLY ELI & CO   2013-09-12 2013-12-23
6. LILLY ELI & CO   2013-09-12 2013-12-27
50. LOCKHEED MARTIN CORP   2013-09-12 2013-12-23
3. LOCKHEED MARTIN CORP   2013-09-12 2013-12-27
56. LORILLARD INC   2013-09-12 2013-11-01
84. LORILLARD INC   2013-09-12 2013-12-23
5. LORILLARD INC   2013-09-12 2013-12-27
66. M & T BANK CORP   2013-08-28 2013-08-30
2. MCDONALDS CORP   2013-09-12 2013-12-27
5000. MCDONALDS CORP 5.35% 03/01/2018   2009-11-25 2013-09-03
163. MEDICAL FACS CORP   2013-09-12 2013-12-27
106. MERCK & CO INC NEW   2013-09-12 2013-12-23
4. MERCK & CO INC NEW   2013-09-12 2013-12-27
16. MICROSOFT CORP   2011-03-09 2013-04-30
16. MICROSOFT CORP   2011-03-09 2013-06-17
101. MICROSOFT CORP   2011-03-09 2013-07-02
77. MICROSOFT CORP   2013-08-14 2013-08-30
579. MICROSOFT CORP   2010-10-14 2013-08-30
150. MICROCHIP TECHNOLOGY INC   2013-09-12 2013-12-23
8. MICROCHIP TECHNOLOGY INC   2013-09-12 2013-12-27
10. MONSTER BEVERAGE CORP   2012-10-25 2013-06-14
75. MONSTER BEVERAGE CORP   2012-10-25 2013-08-30
5. NATIONAL-OILWELL INC   2012-09-05 2013-02-08
6. NATIONAL-OILWELL INC   2012-09-05 2013-06-17
22. NATIONAL-OILWELL INC   2012-09-05 2013-07-02
8. NATIONAL-OILWELL INC   2008-07-07 2013-07-02
2. NATIONAL-OILWELL INC   2013-04-30 2013-08-30
172. NATIONAL-OILWELL INC   2012-01-25 2013-08-30
65. NATIONAL-OILWELL INC   2012-06-26 2013-08-30
153. NATIONAL RETAIL PROPERTIES INC (REIT)   2013-09-12 2013-12-23
4. NATIONAL RETAIL PROPERTIES INC (REIT)   2013-09-12 2013-12-27
1. NEXTERA ENERGY INC   2013-12-23 2013-12-27
21. NORFOLK SOUTHERN CORP   2008-07-07 2013-02-08
5. NORFOLK SOUTHERN CORP   2012-03-23 2013-04-30
28. NORFOLK SOUTHERN CORP   2012-03-23 2013-07-02
153. NORFOLK SOUTHERN CORP   2008-07-07 2013-08-30
2000. ORACLE CORPORATION 5.75% 04/15/2018   2008-05-15 2013-09-03
5. PNC FINANCIAL SERVICES GROUP   2011-10-06 2013-02-08
3. PNC FINANCIAL SERVICES GROUP   2011-10-06 2013-04-30
8. PNC FINANCIAL SERVICES GROUP   2011-10-06 2013-06-17
44. PNC FINANCIAL SERVICES GROUP   2011-10-06 2013-07-02
261. PNC FINANCIAL SERVICES GROUP   2011-10-06 2013-08-30
5. PNC FINANCIAL SERVICES GROUP   2013-08-14 2013-08-30
59. PPL CORPORATION   2012-08-09 2013-02-08
20. PPL CORPORATION   2012-08-09 2013-04-30
16. PPL CORPORATION   2012-08-09 2013-06-17
75. PPL CORPORATION   2012-05-02 2013-07-02
574. PPL CORPORATION   2012-08-09 2013-08-30
45. PERRIGO CO   2010-08-13 2013-08-30
50. PFIZER INC   2008-07-07 2013-02-08
22. PFIZER INC   2008-07-07 2013-04-30
22. PFIZER INC   2008-07-07 2013-06-17
81. PFIZER INC   2008-07-07 2013-07-02
579. PFIZER INC   2012-08-09 2013-08-30
2. PHILIP MORRIS INTL INC   2013-09-12 2013-12-27
48. PIMCO TOTAL RETURN EXCHANGE-TRADED FUND   2013-09-12 2013-12-11
5. PIMCO TOTAL RETURN EXCHANGE-TRADED FUND   2013-12-23 2013-12-27
21. PINNACLE WEST CAPITAL CORP   2012-05-16 2013-02-08
6. PINNACLE WEST CAPITAL CORP   2012-05-16 2013-04-30
59. PINNACLE WEST CAPITAL CORP   2012-05-16 2013-06-04
65. PINNACLE WEST CAPITAL CORP   2012-05-16 2013-06-26
14. PINNACLE WEST CAPITAL CORP   2012-05-16 2013-07-02
104. PINNACLE WEST CAPITAL CORP   2012-05-16 2013-08-30
4. POTASH CORP SASK INC   2013-02-28 2013-04-30
5. POTASH CORP SASK INC   2013-02-28 2013-06-17
33. POTASH CORP SASK INC   2013-02-28 2013-07-02
227. POTASH CORP SASK INC   2013-02-28 2013-08-30
340. POWERSHARES SENIOR LN PORT NYSE ARCA IN   2013-09-12 2013-11-01
9. POWERSHARES SENIOR LN PORT NYSE ARCA IN   2013-09-12 2013-12-27
18. POWERSHARES INTL CORP BD PORT NYSE ARCA   2013-11-01 2013-12-27
9. PRICELINE.COM   2012-10-12 2013-08-30
2. PROCTER & GAMBLE CO   2013-12-23 2013-12-27
266.798 PUTNAM FDS TR CAPITAL SPECTRUM FUND   2013-09-12 2013-12-23
78.445 PUTNAM FDS TR CAPITAL SPECTRUM FUND   2013-09-12 2013-12-27
20. QUALCOMM INC   2012-08-06 2013-02-08
5. QUALCOMM INC   2012-08-06 2013-04-30
5. QUALCOMM INC   2013-05-13 2013-06-17
5. QUALCOMM INC   2013-05-13 2013-07-02
32. QUALCOMM INC   2012-05-24 2013-07-02
229. QUALCOMM INC   2012-08-06 2013-08-30
166. QUALCOMM INC   2012-05-03 2013-08-30
4. RANGE RESOURCES CORP   2010-11-10 2013-02-08
10. RANGE RESOURCES CORP   2010-11-10 2013-06-17
26. RANGE RESOURCES CORP   2010-11-10 2013-07-02
153. RANGE RESOURCES CORP   2010-11-10 2013-08-30
5. RANGE RESOURCES CORP   2013-04-30 2013-08-30
435.901 RIVERPARK /WEDGEWOOD FUND -INS   2013-09-12 2013-12-23
185.953 RIVERPARK /WEDGEWOOD FUND -INS   2013-09-12 2013-12-27
109. ROYAL DUTCH SHELL PLC ADR-B   2011-10-06 2013-03-20
2. ROYAL DUTCH SHELL PLC ADR-B   2013-02-08 2013-03-20
3. ROYAL DUTCH SHELL PLC ADR-B   2011-10-06 2013-04-30
28. ROYAL DUTCH SHELL PLC ADR-B   2011-10-06 2013-07-02
43. ROYAL DUTCH SHELL PLC ADR-B   2011-10-06 2013-08-22
109. ROYAL DUTCH SHELL PLC ADR-B   2011-08-10 2013-08-30
5. ROYAL DUTCH SHELL PLC ADR-B   2013-12-23 2013-12-27
12. GUGGENHEIM S & P EQUAL WEIGHT TECHNOLOGY   2013-11-01 2013-12-27
10. GUGGENHEIM S&P EQUAL WEIGHT INDUSTRIAL   2013-11-01 2013-12-27
3. GUGGENHEIM S&P EQUAL WEIGHT ENERGY   2013-11-01 2013-12-27
46. SPDR DJ EURO STOXX 50 FUND   2013-09-12 2013-12-27
2. SCHLUMBERGER LTD   2008-07-07 2013-02-08
4. SCHLUMBERGER LTD   2013-02-28 2013-04-30
26. SCHLUMBERGER LTD   2008-07-29 2013-07-02
9. SCHLUMBERGER LTD   2013-02-28 2013-07-02
175. SCHLUMBERGER LTD   2012-01-25 2013-08-30
5. SCHLUMBERGER LTD   2013-08-14 2013-08-30
85. SCHLUMBERGER LTD   2012-06-04 2013-08-30
185. SCHWAB CHARLES CORP NEW   2012-01-19 2013-02-13
135. SCHWAB CHARLES CORP NEW   2012-01-05 2013-07-17
225. SCHWAB CHARLES CORP NEW   2012-01-05 2013-08-30
1. 427 UPPER CREEK RD BUFFALO WY JOHNSON COUNTY   2008-03-18 2013-08-15
45. STERICYCLE INC   2010-04-14 2013-08-30
5000. SYSCO 5.25% 02/12/2018   2010-12-03 2013-09-03
8. TARGET CORP   2012-08-08 2013-02-08
3. TARGET CORP   2012-08-08 2013-04-30
15. TARGET CORP   2012-08-08 2013-07-02
80. TARGET CORP   2012-08-08 2013-08-30
5382.585 TEMPLETON GLOBAL BOND FD CL AD   2013-09-12 2013-10-21
80.374 TEMPLETON GLOBAL TOTAL RETURN FUND   2013-10-21 2013-12-27
186.413 THORNBURG INVESTMENT INCOME BUILDER CL I   2013-09-12 2013-11-01
488.998 THORNBURG INVESTMENT INCOME BUILDER CL I   2013-09-12 2013-12-11
2. 3M CO   2013-12-23 2013-12-27
9. TIFFANY & CO   2012-08-08 2013-02-08
3. TIFFANY & CO   2012-08-08 2013-04-30
16. TIFFANY & CO   2012-08-08 2013-07-02
87. TIFFANY & CO   2012-08-08 2013-08-30
3. TORONTO DOMINION BK ONT   2013-12-23 2013-12-27
1. UNION PACIFIC CORP   2011-11-03 2013-02-08
3. UNION PACIFIC CORP   2011-11-03 2013-04-30
18. UNION PACIFIC CORP   2011-11-03 2013-07-02
90. UNION PACIFIC CORP   2011-11-03 2013-08-30
5000. U S BANCORP MEDIUM TERM 4.2% 05/15/2014   2011-08-23 2013-09-03
5000. UNITED STATES TREASURY 4% 02/15/2014   2013-05-24 2013-09-03
5000. UNITED STATES TREASURY 4.25% 08/15/2014   2010-03-11 2013-09-03
3000. UNITED STATES TREASURY 4% 02/15/2015   2013-04-10 2013-09-03
2000. UNITED STATES TREASURY 4.125% 05/15/201   2013-05-24 2013-09-03
6000. UNITED STATES TREASURY 4.25% 11/15/2017   2010-09-16 2013-09-03
3000. UNITED STATES TREASURY 3.875% 05/15/201   2012-03-16 2013-09-03
6000. UNITED STATES TREASURY 4% 08/15/2018   2011-12-23 2013-09-03
1000. UNITED STATES TREASURY 3.125% 05/15/201   2012-08-15 2013-09-03
2000. UNITED STATES TREASURY 3.125% 05/15/201   2012-09-13 2013-09-03
2000. UNITED STATES TREASURY 3.625% 08/15/201   2012-11-20 2013-04-09
1000. UNITED STATES TREASURY 3.625% 08/15/201   2009-12-23 2013-04-09
3000. UNITED STATES TREASURY 3% 02/28/2017   2012-07-19 2013-09-03
5000. UNITED STATES TREASURY 1.375% 05/15/201   2012-05-16 2013-05-15
5000. UNITED STATES TREASURY 1.375% 05/15/201   2011-05-16 2013-05-15
5000. UNITED STATES TREASURY DTD 11/15/2010 2   2013-06-25 2013-09-03
3000. UNITED STATES TREASURY DTD 00387 .875%   2012-05-25 2013-09-03
5000. UNITED STATES TREASURY .75% 06/30/2017   2012-11-30 2013-09-03
11000. UNITED STATES TREASURY .25% 09/15/2015   2013-01-14 2013-02-08
2000. UNITED STATES TREASURY .25% 09/15/2015   2013-01-14 2013-04-29
1000. UNITED STATES TREASURY .25% 09/15/2015   2013-01-14 2013-06-17
8000. UNITED STATES TREASURY .25% 09/15/2015   2013-01-14 2013-07-02
51000. UNITED STATES TREASURY .25% 09/15/2015   2013-08-14 2013-08-30
4. UNITED TECHNOLOGIES CORP   2011-12-16 2013-02-08
1. UNITED TECHNOLOGIES CORP   2011-12-16 2013-04-30
5. UNITED TECHNOLOGIES CORP   2011-12-16 2013-06-17
22. UNITED TECHNOLOGIES CORP   2011-12-16 2013-07-02
127. UNITED TECHNOLOGIES CORP   2011-12-16 2013-08-30
5. UNITEDHEALTH GROUP INC   2013-09-12 2013-12-27
457. VANGUARD EUROPE PACIFIC ETF   2013-09-12 2013-12-23
18. VANGUARD EUROPE PACIFIC ETF   2013-09-12 2013-12-27
120. VARIAN MEDICAL SYSTEMS INC   2012-04-27 2013-08-30
27. VERIZON COMMUNICATIONS   2008-07-07 2013-02-08
12. VERIZON COMMUNICATIONS   2008-07-07 2013-04-30
9. VERIZON COMMUNICATIONS   2008-07-07 2013-06-17
39. VERIZON COMMUNICATIONS   2008-07-07 2013-07-02
277. VERIZON COMMUNICATIONS   2008-07-29 2013-08-30
115. VERISK ANALYTICS INC CL A   2011-08-23 2013-08-30
40. VISA INC CL A   2010-09-13 2013-08-30
23. WELLS FARGO & CO NEW   2011-03-09 2013-04-30
90. WELLS FARGO & CO NEW   2011-03-09 2013-07-02
505. WELLS FARGO & CO NEW   2011-01-19 2013-08-30
8. WELLS FARGO & CO NEW   2013-08-14 2013-08-30
6. WILLIAMS COS INC   2012-01-04 2013-02-08
14. WILLIAMS COS INC   2012-01-04 2013-04-30
97. WILLIAMS COS INC   2012-01-04 2013-05-08
8. WILLIAMS COS INC   2011-10-04 2013-06-17
68. WILLIAMS COS INC   2011-10-04 2013-07-02
405. WILLIAMS COS INC   2011-10-04 2013-08-30
7. WILLIAMS COS INC   2013-08-14 2013-08-30
2. WISDOMTREE JAPAN HEDGED EQ   2013-12-23 2013-12-27
13. WISDOMTREE EUROPE SMALLCAP DIVIDEND FUND   2013-11-01 2013-12-27
2. COVIDIEN PLC   2012-01-06 2013-02-08
28. COVIDIEN PLC   2012-01-06 2013-06-17
234. COVIDIEN PLC   2012-01-06 2013-08-30
13. COVIDIEN PLC   2013-04-30 2013-08-30
104. EATON CORP PLC   2012-12-03 2013-02-01
10. EATON CORP PLC   2013-02-08 2013-04-30
6. EATON CORP PLC   2012-12-03 2013-06-17
39. EATON CORP PLC   2012-12-03 2013-07-02
235. EATON CORP PLC   2013-08-14 2013-08-30
5. ENSCO PLC   2013-02-08 2013-04-30
41. ENSCO PLC   2013-05-10 2013-07-02
228. ENSCO PLC   2012-07-03 2013-08-30
.875 MALLINCKRODT PLC   2013-04-30 2013-07-05
29.25 MALLINCKRODT PLC   2012-01-06 2013-08-22
.75 MALLINCKRODT PLC   2013-04-30 2013-08-22
4. ACE LIMITED   2012-03-16 2013-04-30
26. ACE LIMITED   2012-03-16 2013-07-02
139. ACE LIMITED   2012-03-16 2013-08-30
2. WEATHERFORD INTL LTD   2013-03-15 2013-04-30
18. WEATHERFORD INTL LTD   2013-03-15 2013-06-17
77. WEATHERFORD INTL LTD   2013-03-15 2013-07-02
588. WEATHERFORD INTL LTD   2013-08-22 2013-08-30
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 35   33 2
b 336   293 43
c 4,242   3,878 364
d 1,237   1,141 96
e 2,953   2,705 248
5,342   5,018 324
422   416 6
2,979   3,001 -22
6,192   5,662 530
46   46  
906   615 291
2,305   1,229 1,076
4,249   2,303 1,946
4,060   4,020 40
14,424   16,594 -2,170
5,371   5,617 -246
11,718   2,177 9,541
242   239 3
215   240 -25
1,263   1,271 -8
6,602   6,664 -62
4,218   4,289 -71
302   306 -4
3,143   3,054 89
4,955   4,834 121
197   193 4
5,654   5,285 369
246   230 16
5,289   5,656 -367
2,021   1,635 386
12,804   9,098 3,706
178   191 -13
826   923 -97
4,902   5,476 -574
15,875   16,570 -695
375   373 2
383   379 4
399   403 -4
189   194 -5
346   302 44
3,186   2,419 767
256   289 -33
18,640   14,094 4,546
5,556   5,573 -17
6,867   6,951 -84
244   241 3
3,364   2,972 392
8,762   5,374 3,388
5,154   4,554 600
820   575 245
432   288 144
2,433   1,583 850
13,999   8,698 5,301
4,245   4,069 176
10,000   9,656 344
3,687   3,639 48
3,348   3,045 303
8,630   6,598 2,032
6,102   5,412 690
869   773 96
2,378   2,795 -417
170   195 -25
6,412   6,007 405
64   60 4
406   400 6
477   466 11
162   162  
2,944   3,021 -77
19,417   15,835 3,582
448   453 -5
446   440 6
142   136 6
378   317 61
3,040   2,630 410
16,876   12,639 4,237
283   296 -13
1,185   1,220 -35
8,695   8,225 470
8,505   5,038 3,467
3,350   3,097 253
1,947   1,989 -42
4,407   3,130 1,277
11,145   8,032 3,113
57   58 -1
5,188   5,722 -534
10,843   5,883 4,960
406   394 12
3,007   3,053 -46
2,000   2,036 -36
2,114   2,140 -26
3,171   2,872 299
3,146   3,239 -93
2,098   2,209 -111
2,978   3,031 -53
2,701   2,709 -8
2,117   2,124 -7
10,000   9,747 253
3,516   3,507 9
14,286   16,356 -2,070
628   620 8
3,218   2,512 706
18,009   11,461 6,548
2,811   2,716 95
1,836   1,760 76
360   434 -74
847   1,030 -183
190   217 -27
3,582   4,229 -647
441   458 -17
21,683   19,933 1,750
362   356 6
1,146   985 161
1,149   985 164
1,131   985 146
7,812   6,896 916
2,234   2,237 -3
46,922   41,375 5,547
4,514   4,445 69
1,938   1,014 924
7,985   2,300 5,685
1,275   1,310 -35
566   503 63
2,515   2,284 231
254   260 -6
14,145   12,753 1,392
2,116   2,100 16
2,097   2,100 -3
7,298   7,350 -52
50,162   50,400 -238
3,606   2,268 1,338
8,477   4,041 4,436
1,876   2,370 -494
1,589   2,067 -478
1,770   1,805 -35
118   78 40
2,328   1,463 865
970   549 421
4,852   2,743 2,109
768   779 -11
2,493   2,886 -393
106   123 -17
494   370 124
222   159 63
875   581 294
3,581   2,430 1,151
558   584 -26
22,143   14,012 8,131
332   320 12
276   269 7
1,632   1,680 -48
13,152   13,821 -669
460   456 4
399   413 -14
199   201 -2
954   1,015 -61
1,526   1,408 118
12,412   5,707 6,705
112   112  
18,928   18,209 719
5,049   4,765 284
555   511 44
799   781 18
8,928   8,659 269
253   253  
1,733   1,768 -35
301   289 12
185   186 -1
15,531   15,893 -362
8,866   8,734 132
44,010   43,515 495
2,022   2,048 -26
2,019   2,048 -29
7,050   7,169 -119
49,266   49,763 -497
1,005   1,007 -2
832   695 137
269   204 65
4,276   3,249 1,027
3,143   2,550 593
21,645   16,267 5,378
2,845   2,766 79
16,336   16,147 189
1,514   1,472 42
3,110   3,184 -74
75   65 10
427   325 102
513   389 124
2,420   1,817 603
15,185   11,424 3,761
185   184 1
323   323  
3,993   4,187 -194
308   318 -10
7,268   6,349 919
444   381 63
2,884   2,432 452
4,221   3,648 573
253   217 36
7,474   7,654 -180
194   195 -1
5,694   5,369 325
2,722   2,459 263
5,223   5,085 138
199   192 7
521   414 107
560   414 146
3,416   2,604 812
2,573   2,114 459
19,351   14,604 4,747
6,611   5,934 677
353   316 37
596   472 124
4,308   3,542 766
344   393 -49
422   472 -50
1,540   1,731 -191
560   651 -91
148   132 16
12,756   10,760 1,996
4,827   3,550 1,277
4,688   4,674 14
122   122  
85   85  
1,443   1,226 217
382   323 59
2,017   1,716 301
11,047   8,935 2,112
2,311   2,023 288
317   244 73
205   146 59
568   390 178
3,238   2,144 1,094
18,850   12,716 6,134
361   380 -19
1,781   1,747 34
665   592 73
465   474 -9
2,227   2,055 172
17,651   15,804 1,847
5,447   2,662 2,785
1,342   867 475
646   381 265
640   381 259
2,244   1,404 840
16,351   10,904 5,447
174   173 1
5,054   5,000 54
522   524 -2
1,129   1,011 118
364   289 75
3,307   2,841 466
3,510   3,130 380
769   674 95
5,648   5,009 639
166   163 3
203   200 3
1,245   1,323 -78
6,747   9,020 -2,273
8,439   8,435 4
224   223 1
529   530 -1
8,460   5,316 3,144
164   163 1
9,482   8,738 744
2,802   2,569 233
1,342   1,209 133
308   302 6
310   324 -14
304   324 -20
1,946   1,828 118
15,162   13,404 1,758
10,992   8,113 2,879
287   171 116
764   428 336
2,030   1,114 916
11,504   6,006 5,498
376   372 4
7,637   7,088 549
3,267   3,024 243
7,356   7,241 115
135   139 -4
210   191 19
1,845   1,781 64
2,843   2,688 155
7,319   6,783 536
374   368 6
918   854 64
815   767 48
241   239 2
1,926   1,720 206
158   197 -39
296   313 -17
1,881   2,552 -671
651   703 -52
14,177   13,292 885
405   411 -6
6,887   5,147 1,740
3,124   2,294 830
2,820   1,620 1,200
4,713   2,701 2,012
1,300,000   3,655,840 -2,355,840
5,053   2,487 2,566
5,638   5,429 209
499   503 -4
212   189 23
1,042   943 99
5,066   5,027 39
70,835   69,543 1,292
1,083   1,087 -4
3,903   3,730 173
10,000   9,785 215
278   274 4
566   520 46
219   173 46
1,157   925 232
6,710   5,031 1,679
279   280 -1
133   101 32
442   304 138
2,787   1,823 964
13,859   9,113 4,746
5,123   5,393 -270
5,088   5,163 -75
5,193   5,465 -272
3,160   3,208 -48
2,127   2,152 -25
6,709   6,691 18
3,317   3,431 -114
6,681   6,542 139
1,066   1,127 -61
2,133   2,273 -140
2,328   2,342 -14
1,164   991 173
3,199   3,332 -133
5,000   5,057 -57
5,000   5,081 -81
5,097   5,293 -196
2,983   3,023 -40
4,909   5,044 -135
10,975   10,976 -1
2,000   1,996 4
998   998  
7,969   7,983 -14
50,837   50,890 -53
361   289 72
92   72 20
476   361 115
2,059   1,590 469
12,710   7,695 5,015
374   375 -1
18,664   17,836 828
745   703 42
8,437   5,268 3,169
1,196   891 305
642   396 246
456   297 159
1,966   1,287 679
13,158   9,063 4,095
7,135   3,829 3,306
6,998   2,636 4,362
873   755 118
3,705   2,941 764
20,756   16,185 4,571
329   346 -17
216   161 55
534   375 159
3,458   2,548 910
270   151 119
2,234   1,281 953
14,658   7,628 7,030
253   247 6
100   101 -1
741   693 48
126   90 36
1,847   1,267 580
13,935   9,641 4,294
774   749 25
6,086   5,402 684
604   555 49
388   312 76
2,566   2,026 540
14,916   12,296 2,620
282   317 -35
2,338   2,240 98
12,681   11,051 1,630
38   39 -1
1,237   943 294
32   34 -2
356   291 65
2,314   1,889 425
12,210   10,097 2,113
25   25  
253   220 33
1,068   943 125
8,744   7,547 1,197
      9,447
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       2
b       43
c       364
d       96
e       248
      324
      6
      -22
      530
       
      291
      1,076
      1,946
      40
      -2,170
      -246
      9,541
      3
      -25
      -8
      -62
      -71
      -4
      89
      121
      4
      369
      16
      -367
      386
      3,706
      -13
      -97
      -574
      -695
      2
      4
      -4
      -5
      44
      767
      -33
      4,546
      -17
      -84
      3
      392
      3,388
      600
      245
      144
      850
      5,301
      176
      344
      48
      303
      2,032
      690
      96
      -417
      -25
      405
      4
      6
      11
       
      -77
      3,582
      -5
      6
      6
      61
      410
      4,237
      -13
      -35
      470
      3,467
      253
      -42
      1,277
      3,113
      -1
      -534
      4,960
      12
      -46
      -36
      -26
      299
      -93
      -111
      -53
      -8
      -7
      253
      9
      -2,070
      8
      706
      6,548
      95
      76
      -74
      -183
      -27
      -647
      -17
      1,750
      6
      161
      164
      146
      916
      -3
      5,547
      69
      924
      5,685
      -35
      63
      231
      -6
      1,392
      16
      -3
      -52
      -238
      1,338
      4,436
      -494
      -478
      -35
      40
      865
      421
      2,109
      -11
      -393
      -17
      124
      63
      294
      1,151
      -26
      8,131
      12
      7
      -48
      -669
      4
      -14
      -2
      -61
      118
      6,705
       
      719
      284
      44
      18
      269
       
      -35
      12
      -1
      -362
      132
      495
      -26
      -29
      -119
      -497
      -2
      137
      65
      1,027
      593
      5,378
      79
      189
      42
      -74
      10
      102
      124
      603
      3,761
      1
       
      -194
      -10
      919
      63
      452
      573
      36
      -180
      -1
      325
      263
      138
      7
      107
      146
      812
      459
      4,747
      677
      37
      124
      766
      -49
      -50
      -191
      -91
      16
      1,996
      1,277
      14
       
       
      217
      59
      301
      2,112
      288
      73
      59
      178
      1,094
      6,134
      -19
      34
      73
      -9
      172
      1,847
      2,785
      475
      265
      259
      840
      5,447
      1
      54
      -2
      118
      75
      466
      380
      95
      639
      3
      3
      -78
      -2,273
      4
      1
      -1
      3,144
      1
      744
      233
      133
      6
      -14
      -20
      118
      1,758
      2,879
      116
      336
      916
      5,498
      4
      549
      243
      115
      -4
      19
      64
      155
      536
      6
      64
      48
      2
      206
      -39
      -17
      -671
      -52
      885
      -6
      1,740
      830
      1,200
      2,012
      -2,355,840
      2,566
      209
      -4
      23
      99
      39
      1,292
      -4
      173
      215
      4
      46
      46
      232
      1,679
      -1
      32
      138
      964
      4,746
      -270
      -75
      -272
      -48
      -25
      18
      -114
      139
      -61
      -140
      -14
      173
      -133
      -57
      -81
      -196
      -40
      -135
      -1
      4
       
      -14
      -53
      72
      20
      115
      469
      5,015
      -1
      828
      42
      3,169
      305
      246
      159
      679
      4,095
      3,306
      4,362
      118
      764
      4,571
      -17
      55
      159
      910
      119
      953
      7,030
      6
      -1
      48
      36
      580
      4,294
      25
      684
      49
      76
      540
      2,620
      -35
      98
      1,630
      -1
      294
      -2
      65
      425
      2,113
       
      33
      125
      1,197
       
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 -2,110,110
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 181,278 3,353,318 0.054059
2011 161,466 3,541,827 0.045588
2010 38,726 4,074,790 0.009504
2009 30,900 313,954 0.098422
2008 37,614 407,703 0.092258
2 Total of line 1, column (d) ...................... 2 0.299831
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 0.059966
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 2,629,406
5 Multiply line 4 by line 3....................... 5 157,675
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 0
7 Add lines 5 and 6......................... 7 157,675
8 Enter qualifying distributions from Part XII, line 4.............. 8 177,641
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 0
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 0
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 0
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a  
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletSD
    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 ofbulletCOMERICA BANK Telephone no.bullet (877) 405-1091
    Located atbullet101 NORTH MAIN STREETANN ARBORMI ZIP+4bullet48104
    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
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    COMERICA BANK TRUSTEE
    1     		41,914    
    PO BOX 75000 M/C 5100
    DETROIT,MI482755100
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 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
    131,470
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    0
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    0
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    131,470
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    131,470
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    131,470
    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 7 131,470
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 161,902
    b Total for prior years:2011, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 0
    b From 2009....... 0
    c From 2010....... 0
    d From 2011....... 0
    e From 2012....... 0
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 177,641
    a Applied to 2012, but not more than line 2a 161,902
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2013 distributable amount..... 15,739
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2013. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		115,731
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2009.... 0
    b Excess from 2010.... 0
    c Excess from 2011.... 0
    d Excess from 2012.... 0
    e Excess from 2013.... 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    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 or e-mail address of the person to whom applications should be addressed:
    BRENDA PEARSON
    60 S 6TH ST STE 2550
    MINNEAPOLIS,MN55402
    (612) 215-3603
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER FORM
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    SOUTH DAKOTA SCHOOL OF
    MINES & TECHNOLOGY
    501 E ST JOSEPH
    RAPID CITY,SD57701     		NONE EXEMPT SCHOLARSHIP 131,000
    JOHNSON COUNTY LIBRARY FOUNDATION
    9875 W 87TH STREET
    OVERLAND,KS662124565     		NONE EXEPMT SUPPORT 42,000
    Total .................................bullet 3a 173,000
    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    
    4 Dividends and interest from securities....     14 52,802  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 1,700  
    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 -2,110,110  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aOTHER REVENUE     14 15,466  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   -2,040,142  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13-2,040,142
    (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 InvestmentsCorpBondsSchedule
    Name:
    JOHN SCULLY FOUNDATION
    EIN: 26-6003516
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 692,340 705,895

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    JOHN SCULLY FOUNDATION
    EIN: 26-6003516
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCK 1,547,191 1,626,558

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    JOHN SCULLY FOUNDATION
    EIN: 26-6003516
    US Government Securities - End of Year Book Value:

     
    US Government Securities - End of Year Fair Market Value:

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


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


     


    TY 2013 OtherDecreasesSchedule
    Name:
    JOHN SCULLY FOUNDATION
    EIN: 26-6003516
    Description Amount
    DIFFERENCE BETWEEN CASH REEIPTS AND TAXABLE INCOME 2,754