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 04-01-2013 , and ending 03-31-2014
Name of foundation
ALMA GOPPERT MEMORIAL FUND
C/O BANK OF THE WEST TRUSTEE

Number and street (or P.O. box number if mail is not delivered to street address)2200 E LINCOLNWAY   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHEYENNE, WY82001
A Employer identification number

83-6040410
B Telephone number (see instructions)

(307) 771-3504
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$701,166J 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...... 12,336 12,110  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 44,494
b Gross sales price for all assets on line 6a 290,407
7 Capital gain net income (from Part IV, line 2)... 44,494
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 56,830 56,604  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 8,923 7,998   893
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 960 480   480
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 1,398 185    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 11,281 8,663   1,373
25 Contributions, gifts, grants paid........ 67,412 67,412
26 Total expenses and disbursements. Add lines 24 and 25 78,693 8,663   68,785
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -21,863
b Net investment income (if negative, enter -0-) 47,941
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 28,532 9,653 9,653
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)........ 376,670 Click to see attachment321,202 449,917
c Investments—corporate bonds (attach schedule)........ 185,388 Click to see attachment187,237 188,356
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........   Click to see attachment39,815 40,891
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment1,529 Click to see attachment12,349 Click to see attachment12,349
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 592,119 570,256 701,166
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......... 592,119 570,256
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).................... 592,119 570,256
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 592,119 570,256
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)............... 1 592,119
2 Enter amount from Part I, line 27a..................... 2 -21,863
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 570,256
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. 6 570,256
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 6-"APPLE INC COM" P 2006-04-10 2013-09-05
b 3-"APACHE CORP COM" P 2006-04-11 2014-03-28
c 6-"CLIFFS NATURAL RESOURCES INC COM" P 2011-09-21 2013-09-05
d 20-"DU PONT E I DE NEMOURS & CO COM" P 2008-02-28 2013-10-31
e 4-"EOG RES INC COM" P 2013-03-14 2014-03-28
2-"GOOGLE INC CL A" P 2007-05-04 2013-09-05
4-"MASTERCARD INC CL A" P 2009-05-18 2013-10-31
6-"NATIONAL OILWELL VARCO INC" P 2013-03-14 2014-03-28
1-"PRECISION CASTPARTS CORP COM" P 2009-05-18 2014-03-28
2-"PRAXAIR INC COM" P 2013-03-14 2014-03-28
191.03-"VANGUARD INTERMEDIATE-TERM" P 2008-09-11 2013-04-09
8-"WYNDHAM WORLDWIDE CORP COM" P 2013-06-25 2013-09-05
2-"APPLE INC COM" P 2006-04-10 2013-10-31
8-"ANADARKO PETE CORP COM" P 2013-06-25 2013-09-05
12-"CLIFFS NATURAL RESOURCES INC COM P 2011-09-21 2014-03-28
12-"DU PONT E I DE NEMOURS & CO COM" P 2008-02-28 2014-03-28
5-"EXPRESS SCRIPTS HLDG CO COM" P 2006-04-10 2013-09-05
8-"STARWOOD HOTELS & RESORTS WORLDWI P 2012-11-16 2013-06-25
4-"MCKESSON CORP COM" P 2006-04-11 2013-09-05
5-"NORFOLK SOUTHN CORP COM" P 2011-09-21 2013-09-05
8-"PEPSICO INC COM" P 2012-07-11 2013-09-05
100-"SPDR S&P 500 ETF TRUST" P 2013-09-05 2013-11-15
2756.771-"VANGUARD INTERMEDIATE-TERM P 2008-09-11 2013-07-03
6-"WYNDHAM WORLDWIDE CORP COM" P 2013-06-25 2014-03-28
2-"APPLE INC COM" P 2006-04-10 2014-03-28
5-"ANADARKO PETE CORP COM" P 2013-10-31 2014-03-28
18-"COMCAST CORP CL A" P 2010-02-26 2013-09-05
13-"DANAHER CORP COM" P 2010-05-11 2013-09-05
5-"EXPRESS SCRIPTS HLDG CO COM" P 2006-04-10 2014-03-28
10-"STARWOOD HOTELS & RESORTS WORLDW P 2012-11-16 2013-09-05
4-"MCKESSON CORP COM" P 2006-04-11 2014-03-28
4-"NORFOLK SOUTHN CORP COM" P 2011-09-21 2014-03-28
12-"PEPSICO INC COM" P 2012-07-11 2014-03-28
11-"SUNTRUST BKS INC COM" P 2010-05-11 2013-09-05
20.387-"VANGUARD INTERMEDIATE-TERM" P 2012-10-03 2014-03-28
6-"EXXON MOBIL CORP COM" P 2011-09-21 2013-06-25
12-"AFLAC INC COM" P 2009-05-18 2013-09-05
11-"AVALONBAY CMNTYS INC COM" P 2011-11-29 2013-06-25
15-"COMCAST CORP CL A" P 2010-02-26 2014-03-28
7-"DANAHER CORP COM" P 2006-11-28 2014-03-28
6-"EXELON CORP COM" P 2013-03-14 2013-09-05
6-"STARWOOD HOTELS & RESORTS WORLDWI P 2012-11-16 2014-03-28
9-"MEDTRONIC INC COM" P 2011-02-16 2013-09-05
8.842-"JP MORGAN MORTGAGE BACKED" P 2012-10-03 2014-03-28
14-"PROCTER & GAMBLE CO COM" P 2003-06-27 2013-06-25
25-"SUNTRUST BKS INC COM" P 2009-05-18 2014-03-28
372.678-"VANGUARD SHT TERM INVT GRAD P 2013-07-03 2013-11-01
9-"EXXON MOBIL CORP COM" P 2011-09-21 2013-09-05
52-"AFLAC INC COM" P 2009-05-18 2013-10-31
14-"BAXTER INTL INC COM" P 2013-10-31 2014-03-28
8-"CAPITAL ONE FINL CORP COM" P 2013-03-14 2013-09-05
45-"DIAMOND OFFSHORE DRILLING INC CO P 2011-02-16 2013-06-25
13-"EXELON CORP COM" P 2013-03-14 2014-03-28
27-"INVESCO LTD" P 2011-02-16 2013-09-05
9-"MEDTRONIC INC COM" P 2011-02-16 2014-03-28
200.268-"OPPENHEIMER SENIOR FLOATING P 2012-10-15 2013-11-01
5-"PROCTER & GAMBLE CO COM" P 2003-06-27 2013-09-05
15-"AT&T INC COM" P 2011-09-21 2013-09-05
158.582-"VANGUARD SHT TERM INVT GRAD P 2013-07-03 2014-03-28
8-"EXXON MOBIL CORP COM" P 2011-09-21 2014-03-28
4-"AFLAC INC COM" P 2013-03-14 2013-10-31
7-"BIOGEN IDEC INC COM" P 2007-08-13 2013-06-25
13-"CAPITAL ONE FINL CORP COM" P 2013-03-14 2014-03-28
5-"DIRECTV COM" P 2010-02-26 2013-09-05
414.534-"FEDERATED ADJUSTABLE RATE S P 2010-06-16 2014-03-28
42-"INVESCO LTD" P 2012-07-11 2014-03-28
7-"MURPHY OIL CORP COM" P 2010-02-26 2013-10-31
21-"ORACLE CORP COM" P 2009-05-18 2013-09-05
8-"PROCTER & GAMBLE CO COM" P 2003-06-27 2014-03-28
77-"AT&T INC COM" P 2011-09-21 2013-10-31
1441.292-"VANGUARD INTER TERM T/E FD P 2012-12-04 2013-07-03
CLASS ACTION PROCEEDS P 2010-01-01 2013-12-02
4-"AFLAC INC COM" P 2013-03-14 2014-03-28
4-"BIOGEN IDEC INC COM" P 2007-08-13 2013-09-05
14-"COACH INC COM" P 2006-04-11 2013-09-05
7-"DIRECTV COM" P 2010-02-26 2014-03-28
6-"F5 NETWORKS INC COM" P 2012-07-11 2013-09-05
57-"ISHARES U.S. REAL ESTATE ETF" P 2012-10-17 2014-01-16
8-"MURPHY OIL CORP COM" P 2010-02-26 2014-03-28
22-"ORACLE CORP COM" P 2009-05-18 2014-03-28
17-"PERKINELMER INC COM" P 2013-03-14 2013-09-05
12-"AT&T INC COM" P 2012-11-16 2013-10-31
72.509-"VANGUARD SHORT TERM TAX EXEM P 2013-07-03 2014-03-28
30-"ALTERA CORP COM" P 2010-02-26 2013-09-05
5-"BROADCOM CORP CL A" P 2012-11-16 2013-09-05
8-"COACH INC COM" P 2013-03-14 2014-03-28
3-"LAUDER ESTEE COS INC CL A" P 2013-06-25 2013-09-05
3-"F5 NETWORKS INC COM" P 2011-09-21 2014-03-28
51-"JOHNSON CTLS INC COM" P 2012-02-22 2013-06-25
0.75-"MURPHY USA INC COM" P 2010-02-26 2013-09-23
44.568-"T ROWE PRICE SMALL-CAP STOCK P 2012-12-28 2013-09-05
123-"PERKINELMER INC COM" P 2013-03-14 2013-10-31
15-"TARGET CORP COM" P 2009-05-18 2013-06-25
11-"VERIZON COMMUNICATIONS INC COM" P 2013-10-31 2014-03-28
25-"ALTERA CORP COM" P 2010-02-26 2013-10-31
15-"BROADCOM CORP CL A" P 2012-11-16 2014-03-28
28-"CISCO SYS INC COM" P 2012-07-11 2013-09-05
3-"LAUDER ESTEE COS INC CL A" P 2013-06-25 2014-03-28
549.005-"FEDERATED INSTITUTIONAL HIG P 2009-12-17 2013-04-05
12-"JOHNSON CTLS INC COM" P 2012-02-22 2013-09-05
8-"MURPHY USA INC COM" P 2010-02-26 2013-10-31
81.132-"T ROWE PRICE SMALL-CAP STOCK P 2012-12-28 2014-03-28
11-"PHILIP MORRIS INTL INC COM" P 2011-09-21 2013-06-25
4-"TARGET CORP COM" P 2003-06-27 2013-09-05
28-"WELLS FARGO & CO NEW COM" P 2002-02-06 2013-06-25
7-"ALTERA CORP COM" P 2009-05-18 2014-03-28
4-"CATERPILLAR INC COM" P 2013-03-14 2013-09-05
36-"CISCO SYS INC COM" P 2003-03-07 2014-03-28
33-"E M C CORP MASS COM" P 2010-02-26 2013-09-05
188.406-"FEDERATED INSTITUTIONAL HIG P 2012-05-18 2014-03-28
25-"JOHNSON CTLS INC COM" P 2012-02-22 2013-10-31
892.156-"MFS INTL NEW DISCOVERY FUND P 2006-08-23 2014-02-20
6-"OCCIDENTAL PETE CORP COM" P 2008-02-28 2013-09-05
4-"PHILIP MORRIS INTL INC COM" P 2010-02-26 2013-09-05
8-"TARGET CORP COM" P 2003-06-27 2014-03-28
20-"WELLS FARGO & CO NEW COM" P 2002-02-06 2013-09-05
6-"ALEXION PHARMACEUTICALS INC COM" P 2013-03-14 2013-09-05
4-"CATERPILLAR INC COM" P 2013-03-14 2014-03-28
13-"COGNIZANT TECH SOLUTIONS CRP COM P 2007-08-13 2013-09-05
37-"E M C CORP MASS COM" P 2013-03-14 2014-03-28
8-"FLOWSERVE CORP COM" P 2009-05-18 2013-09-05
18-"JOHNSON CTLS INC COM" P 2012-11-16 2013-10-31
13-"MYLAN LABS INC COM" P 2009-05-18 2013-09-05
3-"OCCIDENTAL PETE CORP COM" P 2008-02-28 2014-03-28
6-"PHILIP MORRIS INTL INC COM" P 2010-02-26 2014-03-28
9-"UNITED TECHNOLOGIES CORP COM" P 2010-05-11 2013-09-05
29-"WELLS FARGO & CO NEW COM" P 2002-02-06 2014-03-28
1-"ALEXION PHARMACEUTICALS INC COM" P 2013-03-14 2014-03-28
27-"CBRE GROUP INC CL A" P 2013-06-25 2013-09-05
3-"COGNIZANT TECH SOLUTIONS CRP COM" P 2007-08-13 2014-03-28
10-"EMERSON ELEC CO COM" P 2007-08-13 2013-09-05
3-"FLOWSERVE CORP COM" P 2009-05-18 2014-03-28
73.326-"JP MORGAN EMERGING MARKETS" P 2011-02-01 2013-05-06
5-"MYLAN LABS INC COM" P 2009-05-18 2014-03-28
371.298-"PRINCIPAL MID CAP FUND INST P 2012-12-28 2013-05-06
15-"PRUDENTIAL FINL INC COM" P 2008-09-10 2013-09-05
6-"UNITED TECHNOLOGIES CORP COM" P 1998-07-29 2014-03-28
30-"WINDSTREAM HLDGS INC COM" P 2012-02-22 2013-09-05
5-"AMERICAN TOWER CORPORATION" P 2008-03-18 2013-09-05
49-"CBRE GROUP INC CL A" P 2013-10-31 2014-03-28
11-"CVS CAREMARK CORP COM" P 2011-02-16 2013-09-05
7-"EMERSON ELEC CO COM" P 2007-08-13 2014-03-28
17-"GENERAL ELEC CO COM" P 1998-07-29 2013-09-05
10-"JPMORGAN CHASE & CO COM" P 2013-03-14 2013-09-05
6-"NEXTERA ENERGY INC COM" P 2011-02-16 2013-09-05
98.772-"PRINCIPAL MID CAP FUND INSTL P 2012-12-28 2013-09-05
14-"PRUDENTIAL FINL INC COM" P 2010-05-11 2014-03-28
3287.061-"VIRTUS ALTERNATIVES DIVERS P 2013-01-30 2014-01-16
20-"WINDSTREAM HLDGS INC COM" P 2012-02-22 2014-03-28
2-"AMERICAN TOWER CORPORATION" P 2008-03-18 2014-03-28
34-"CIGNA CORP COM" P 2013-03-14 2013-09-05
12-"CVS CAREMARK CORP COM" P 2011-02-16 2014-03-28
6-"EOG RES INC COM" P 2012-02-22 2013-09-05
19-"GENERAL ELEC CO COM" P 1998-07-29 2014-03-28
19-"JPMORGAN CHASE & CO COM" P 2013-03-14 2014-03-28
13-"NEXTERA ENERGY INC COM" P 2011-02-16 2014-03-28
1-"PRICELINE COM INC COM NEW" P 2013-03-14 2014-03-28
2-"PVH CORP COM" P 2013-10-31 2014-03-28
192.26-"VANGUARD INTERMEDIATE-TERM" P 2008-09-11 2013-04-02
3-"WAL MART STORES INC COM" P 2001-04-06 2013-09-05
5-"APACHE CORP COM" P 2006-04-11 2013-09-05
4-"CIGNA CORP COM" P 2013-03-14 2014-03-28
19-"DU PONT E I DE NEMOURS & CO COM" P 2008-02-28 2013-09-05
6-"EOG RES INC COM" P 2012-02-22 2013-10-31
16-"GILEAD SCIENCES INC COM" P 2006-04-11 2013-09-05
1-"MASTERCARD INC CL A" P 2009-05-18 2013-09-05
20-"NATIONAL OILWELL VARCO INC" P 2009-05-18 2013-09-05
4-"PRECISION CASTPARTS CORP COM" P 2009-05-18 2013-09-05
2-"PRAXAIR INC COM" P 2013-03-14 2013-09-05
369.14-"VANGUARD INTERMEDIATE-TERM" P 2008-09-11 2013-04-05
7-"WAL MART STORES INC COM" P 2003-03-07 2014-03-28
(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 2,972   415 2,557
b 249   207 42
c 130   390 -260
d 1,227   949 278
e 792   526 266
1,755   946 809
2,895   687 2,208
465   412 53
246   81 165
258   227 31
1,956   1,722 234
485   448 37
1,047   138 909
742   681 61
242   780 -538
801   570 231
324   103 221
501   412 89
491   205 286
370   316 54
631   560 71
17,990   16,604 1,386
26,961   24,851 2,110
435   336 99
1,073   138 935
425   480 -55
765   296 469
873   507 366
377   103 274
656   514 142
701   205 496
385   253 132
995   651 344
358   263 95
200   214 -14
534   440 94
706   420 286
1,476   1,309 167
741   247 494
518   254 264
180   195 -15
472   309 163
481   362 119
100   103 -3
1,075   629 446
975   396 579
4,003   3,973 30
787   660 127
3,378   1,821 1,557
1,019   925 94
524   437 87
3,014   3,629 -615
428   423 5
836   740 96
543   347 196
1,676   1,660 16
385   225 160
498   431 67
1,700   1,690 10
783   433 350
260   207 53
1,379   410 969
988   710 278
294   169 125
4,050   4,071 -21
1,532   1,146 386
423   313 110
678   398 280
637   360 277
2,794   2,044 750
19,904   21,028 -1,124
4     4
250   203 47
906   234 672
745   488 257
528   237 291
521   514 7
3,693   3,688 5
502   358 144
870   417 453
627   601 26
436   400 36
1,150   1,148 2
1,120   734 386
134   152 -18
398   401 -3
202   195 7
316   241 75
1,804   2,111 -307
30   22 8
1,850   1,488 362
4,680   4,346 334
1,036   609 427
520   559 -39
838   438 400
465   450 15
660   388 272
200   195 5
5,666   5,210 456
498   418 80
327   231 96
3,625   2,708 917
948   691 257
255   151 104
1,125   628 497
249   107 142
333   356 -23
806   475 331
865   581 284
1,950   1,850 100
1,158   814 344
25,605   26,234 -629
539   476 63
336   197 139
479   302 177
835   449 386
672   551 121
397   356 41
983   537 446
1,013   948 65
469   188 281
834   453 381
465   173 292
286   238 48
485   295 190
932   463 469
1,427   651 776
153   92 61
591   595 -4
150   62 88
617   489 128
229   71 158
1,790   1,728 62
245   66 179
6,758   5,740 1,018
1,169   1,180 -11
689   140 549
245   367 -122
345   195 150
1,310   1,146 164
644   360 284
468   343 125
393   508 -115
522   507 15
479   326 153
1,850   1,527 323
1,161   901 260
36,158   37,012 -854
162   235 -73
164   78 86
2,757   2,111 646
891   393 498
971   695 276
492   567 -75
1,136   964 172
1,231   707 524
1,202   712 490
247   250 -3
1,959   1,733 226
219   150 69
432   345 87
315   248 67
1,096   902 194
1,075   695 380
973   242 731
626   172 454
1,550   691 859
868   324 544
236   227 9
3,784   3,328 456
533   337 196
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       2,557
b       42
c       -260
d       278
e       266
      809
      2,208
      53
      165
      31
      234
      37
      909
      61
      -538
      231
      221
      89
      286
      54
      71
      1,386
      2,110
      99
      935
      -55
      469
      366
      274
      142
      496
      132
      344
      95
      -14
      94
      286
      167
      494
      264
      -15
      163
      119
      -3
      446
      579
      30
      127
      1,557
      94
      87
      -615
      5
      96
      196
      16
      160
      67
      10
      350
      53
      969
      278
      125
      -21
      386
      110
      280
      277
      750
      -1,124
      4
      47
      672
      257
      291
      7
      5
      144
      453
      26
      36
      2
      386
      -18
      -3
      7
      75
      -307
      8
      362
      334
      427
      -39
      400
      15
      272
      5
      456
      80
      96
      917
      257
      104
      497
      142
      -23
      331
      284
      100
      344
      -629
      63
      139
      177
      386
      121
      41
      446
      65
      281
      381
      292
      48
      190
      469
      776
      61
      -4
      88
      128
      158
      62
      179
      1,018
      -11
      549
      -122
      150
      164
      284
      125
      -115
      15
      153
      323
      260
      -854
      -73
      86
      646
      498
      276
      -75
      172
      524
      490
      -3
      226
      69
      87
      67
      194
      380
      731
      454
      859
      544
      9
      456
      196
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 44,494
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 3,402
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 26,899 650,581 0.041346
2011 19,240 651,595 0.029528
2010 38,227 641,936 0.059550
2009 30,625 579,093 0.052884
2008 33,460 605,316 0.055277
2 Total of line 1, column (d) ...................... 2 0.238585
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 0.047717
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 676,250
5 Multiply line 4 by line 3....................... 5 32,269
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 479
7 Add lines 5 and 6......................... 7 32,748
8 Enter qualifying distributions from Part XII, line 4.............. 8 68,785
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 1 479
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............................ 3 479
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- ..... 5 479
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 670
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.............. 7 670
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 191
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet191 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)
    bulletWY
    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 ofbulletBANK OF THE WEST Telephone no.bullet (307) 771-3504
    Located atbullet2200 E LINCOLNWAYCHEYENNEWY ZIP+4bullet82001
    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
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    BANK OF THE WESTClick to see attachment TRUSTEE
    5.00     		8,923 0 0
    2200 E LINCOLNWAY
    CHEYENNE,WY82001
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    33,813
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    479
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    479
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    33,334
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    33,334
    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
    33,334
    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 33,334
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 26,863
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 68,785
    a Applied to 2012, but not more than line 2a 26,863
    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..... 33,334
    e Remaining amount distributed out of corpus 8,588
    5 Excess distributions carryover applied to 2013.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 8,588
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		8,588
    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.... 8,588
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    CODY MEDICAL FOUNDATION
    721 SHERIDAN AVE
    CODY,WY82414     		NONE PUBLIC UNRESTRICTED 22,473
    CODY METHODIST CHURCH
    PO BOX 1416
    CODY,WY82414     		NONE CHURCH UNRESTRICTED 22,469
    WILLIAM J GOULD ASSOC
    GOULD ROAD
    MONTEREY,MA01245     		NONE PUBLIC UNRESTRICTED 22,470
    Total .................................bullet 3a 67,412
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....     14 12,336  
    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 44,494  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   56,830  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1356,830
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 AccountingFeesSchedule
    Name:
    ALMA GOPPERT MEMORIAL FUND
    C/O BANK OF THE WEST TRUSTEE
    EIN: 83-6040410
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION 960 480   480

    TY 2013 CompensationExplanation
    Name:
    ALMA GOPPERT MEMORIAL FUND
    C/O BANK OF THE WEST TRUSTEE
    EIN: 83-6040410
    Person Name Explanation
    BANK OF THE WEST  

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    ALMA GOPPERT MEMORIAL FUND
    C/O BANK OF THE WEST TRUSTEE
    EIN: 83-6040410
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BEGINNING OF YEAR    
    2039.486-FEDERATED ADJUSTABLE RATE S 20,054 19,926
    2580.554-FEDERATED INSTITUTIONAL HIG 25,385 26,735
    5194.421-JP MORGAN MORTGAGE BACKEDSE 58,013 58,593
    2303.077-OPPENHEIMER SENIOR FLOATING 19,204 19,346
    940.796-PIMCO EMERGING LOCAL BOND FU 9,893 8,834
    840.247-PIMCO FOREIGN BOND FUND CL I 9,587 9,007
    84-PROSHARES TR PSHS ULTSH 20YRS 5,566 5,674
    1276.917-VANGUARD INTERMEDIATE-TERMI 11,963 12,527
    531.031-VANGUARD SHORT TERM TAX EXEM 8,406 8,422
    1797.979-VANGUARD SHT TERM INVT GRAD 19,166 19,292

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    ALMA GOPPERT MEMORIAL FUND
    C/O BANK OF THE WEST TRUSTEE
    EIN: 83-6040410
    Name of Stock End of Year Book Value End of Year Fair Market Value
    BEGINNING OF YEAR    
    50-COACH INC COM 1,942 2,477
    104-COMCAST CORP CL A 1,710 5,204
    42-DIRECTV COM 1,420 3,210
    4-PRICELINE GRP INC COM NEW 2,849 4,768
    15-PVH CORP COM 1,877 1,872
    46-STARWOOD HOTELS & RESORTS WORLDWI 2,366 3,662
    38-TARGET CORP COM 1,224 2,299
    50-WYNDHAM WORLDWIDE CORP COM 2,802 3,662
    66-CVS CAREMARK CORP COM 2,162 4,941
    27-LAUDER ESTEE COS INC CL A 1,759 1,806
    56-PEPSICO INC COM 2,071 4,676
    32-PHILIP MORRIS INTL INC COM 1,576 2,620
    36-PROCTER & GAMBLE CO COM 1,618 2,902
    33-WAL MART STORES INC COM 1,541 2,522
    45-ANADARKO PETE CORP COM 4,024 3,814
    20-APACHE CORP COM 1,380 1,659
    24-EOG RES INC COM 2,965 4,708
    42-EXXON MOBIL CORP COM 1,879 4,103
    28-MURPHY OIL CORP COM 1,253 1,760
    68-NATIONAL OILWELL VARCO INC 3,372 5,295
    24-OCCIDENTAL PETE CORP COM 1,905 2,287
    24-AFLAC INC COM 1,216 1,513
    49-AMERICAN TOWER CORPORATION 2,683 4,012
    56-CAPITAL ONE FINL CORP COM 3,058 4,321
    223-CBRE GROUP INC CL A 5,002 6,117
    167-INVESCO LTD 3,243 6,179
    97-JPMORGAN CHASE & CO COM 4,966 5,889
    81-PRUDENTIAL FINL INC COM 3,180 6,857
    101-SUNTRUST BKS INC COM 1,599 4,019
    127-WELLS FARGO & CO NEW COM 2,664 6,317
    23-ALEXION PHARMACEUTICALS INC COM 2,111 3,499
    71-BAXTER INTL INC COM 4,692 5,224
    8-BIOGEN IDEC INC COM 423 2,447
    35-CIGNA CORP COM 2,174 2,931
    28-EXPRESS SCRIPTS HLDG CO COM 575 2,103
    74-GILEAD SCIENCES INC COM 1,119 5,244
    25-MCKESSON CORP COM 1,283 4,414
    51-MEDTRONIC INC COM 1,542 3,139
    82-MYLAN LABS INC COM 1,088 4,004
    21-CATERPILLAR INC COM 1,867 2,087
    53-DANAHER CORP COM 1,151 3,975
    40-EMERSON ELEC CO COM 1,958 2,672
    46-FLOWSERVE CORP COM 1,083 3,604
    90-GENERAL ELEC CO COM 2,538 2,330
    21-NORFOLK SOUTHN CORP COM 1,326 2,041
    13-PRECISION CASTPARTS CORP COM 1,053 3,286
    41-UNITED TECHNOLOGIES CORP COM 957 4,790
    60-ALTERA CORP COM 918 2,174
    19-APPLE INC COM 1,309 10,198
    109-BROADCOM CORP CL A 3,084 3,430
    153-CISCO SYS INC COM 673 3,430
    76-COGNIZANT TECH SOLUTIONS CRP COM 1,570 3,846
    222-E M C CORP MASS COM 5,069 6,085
    21-F5 NETWORKS INC COM 1,686 2,239
    5-GOOGLE INC CL A 2,051 5,573
    124-ORACLE CORP COM 2,352 5,073
    48-CLIFFS NATURAL RESOURCES INC COM 2,176 982
    61-DU PONT E I DE NEMOURS & CO COM 2,870 4,093
    18-PRAXAIR INC COM 2,145 2,357
    63-VERIZON COMMUNICATIONS INC COM 3,200 2,997
    132-WINDSTREAM HLDGS INC COM 1,444 1,088
    52-EXELON CORP COM 1,691 1,745
    52-NEXTERA ENERGY INC COM 2,626 4,972
    1067.542-FORWARD FRONTIER STRATEGY F 12,648 13,622
    2409.325-GOLDMAN SACHS STRUCTUREDINT 25,587 25,997
    2115.512-JP MORGAN EMERGING MARKETSE 40,032 49,101
    2632.567-MFS INSTITUTIONAL INTERNATI 56,324 58,469
    1884.389-PRINCIPAL MID CAP FUND INST 29,133 39,120
    661.065-T ROWE PRICE SMALL-CAP STOCK 24,368 30,065

    TY 2013 InvestmentsOtherSchedule2
    Name:
    ALMA GOPPERT MEMORIAL FUND
    C/O BANK OF THE WEST TRUSTEE
    EIN: 83-6040410
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BEGINNING OF YEAR      
    734.531-BLACKROCK GLOBAL LONG/SHORTC AT COST 7,963 7,999
    1453.348-PIMCO COMMODITY REALRETURN AT COST 7,963 8,589
    966.059-PRINCIPAL GLOBAL REAL ESTATE AT COST 7,963 8,192
    987.182-WASATCH LONG/SHORT FUND 9 AT COST 15,926 16,111

    TY 2013 OtherAssetsSchedule
    Name:
    ALMA GOPPERT MEMORIAL FUND
    C/O BANK OF THE WEST TRUSTEE
    EIN: 83-6040410
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED DIVIDEND 1,529 561 561
    PENDING REALIZED GAINS   11,788 11,788


    TY 2013 TaxesSchedule
    Name:
    ALMA GOPPERT MEMORIAL FUND
    C/O BANK OF THE WEST TRUSTEE
    EIN: 83-6040410
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES ON DIVIDEND INCOME 185 185    
    EXCISE TAXES 1,213