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
THE JAMES W PICKLE CHARITABLE
FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)905 HARPETH VALLEY PLACE   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NASHVILLE, TN37221
A Employer identification number

20-0485515
B Telephone number (see instructions)

(615) 662-2727
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$5,073,334J Accounting method:
MODIFIED CASH
(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...... 133,314 133,314 133,314
5a Gross rents.............. 11,910 11,910 11,910
b Net rental income or (loss) 2,972
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 468,807
b Gross sales price for all assets on line 6a 2,681,198
7 Capital gain net income (from Part IV, line 2)... 37,425
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 7,495 7,495 7,495
12 Total. Add lines 1 through 11........ 621,526 190,144 152,719
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 150,000 90,000 90,000 60,000
14 Other employee salaries and wages...... 98,787 98,787 98,787  
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 7,500 1,500 1,500 6,000
b Accounting fees (attach schedule)....... Click to see attachment 6,515 5,212 5,212 1,303
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 20,323 20,323 20,312  
19 Depreciation (attach schedule) and depletion... Click to see attachment 19,640 19,640 19,640
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 82,421 82,421 82,421  
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 385,186 317,883 317,872 67,303
25 Contributions, gifts, grants paid........ 286,646 286,646
26 Total expenses and disbursements. Add lines 24 and 25 671,832 317,883 317,872 353,949
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -50,306
b Net investment income (if negative, enter -0-) 0
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............... 45,856 50,384 50,384
2 Savings and temporary cash investments.......... 65,992 52,367 52,367
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) 285,794 Click to see attachment285,794 295,911
b Investments—corporate stock (attach schedule)........ 3,673,194 Click to see attachment3,762,490 4,412,286
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet416,144
Less: accumulated depreciation (attach schedule) bullet154,358 395,491 Click to see attachment261,786 261,786
15 Other assets (describe bullet) Click to see attachment600 Click to see attachment600 Click to see attachment600
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,466,927 4,413,421 5,073,334
Liabilities 17 Accounts payable and accrued expenses.......... 2,486 1,886
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) Click to see attachment2,750 Click to see attachment150
23 Total liabilities (add lines 17 through 22).......... 5,236 2,036
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 4,461,691 4,411,385
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 4,461,691 4,411,385
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 4,466,927 4,413,421
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 4,461,691
2 Enter amount from Part I, line 27a..................... 2 -50,306
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 4,411,385
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 4,411,385
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.)
1a
b
c
d
e
(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
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 37,425
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      
2011      
2010      
2009      
2008      
2 Total of line 1, column (d) ...................... 2  
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  
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4  
5 Multiply line 4 by line 3....................... 5  
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6  
7 Add lines 5 and 6......................... 7  
8 Enter qualifying distributions from Part XII, line 4.............. 8  
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  
3 Add lines 1 and 2............................ 3  
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  
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 500
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.............. 7 500
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 10 500
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet500 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)
    bulletTN
    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 ofbulletLAWRENCE J SACKS Telephone no.bullet (615) 662-2727
    Located atbullet905 HARPETH VALLEY PLNASHVILLETN ZIP+4bullet37221
    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
    LAWRENCE J SACKSClick to see attachment PRESIDENT
    25.00     		70,000 0 0
    905 HARPETH VALLEY PL
    NASHVILLE,TN37221
    CHARLENE SANDERSClick to see attachment SECRETARY
    5.00     		40,000 0 0
    C/O 905 HARPETH VALLEY PL
    NASHVILLE,TN37221
    LYNN BOONEClick to see attachment TRUSTEE
    15.00     		40,000 0 0
    C/O 905 HARPETH VALLEY PL
    NASHVILLE,TN37221
    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
    254,763
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
     
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    254,763
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    254,763
    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
    254,763
    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 7 254,763
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 121,413
    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....... 2,310
    e From 2012.......  
    fTotal of lines 3a through e......... 2,310
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 353,949
    a Applied to 2012, but not more than line 2a 121,413
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		2,310
    d Applied to 2013 distributable amount..... 230,226
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2013. 2,310 2,310
    (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 2,310
    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 ..........     		22,227
    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 ......     		2,310
    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.... 2,310
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    LAWRENCE J SACKS
    905 HARPETH VALLEY PLACE
    NASHVILLE,TN37221
    (615) 662-2727
    DKING@ATACPA.NET
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER DESCRIBING HOW THE FUNDS WOULD BE USED AND THE ORGANIZATION'S MISSION STATEMENT. IN ADDITION, A DETERMINATION LETTER FROM THE IRS SHOWING ITS 501(C)(3) STATUS.
    cAny submission deadlines:
    NONE.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    LIMITED TO REQUESTS FOR MEDICAL CARE, SERVICES & EQUIPMENT WHICH WILL HAVE A LIFE ALTERING IMPACT.
    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
    ACHILLES INTERNATIONAL
    NASHVILLE CHAPTER
    3800 TULANE COURT
    NASHVILLE,TN37215     		    PURCHASE BIONESS L300 890
    ADVANCED BIONICS
    PO BOX 5131
    CAROL STREAM,IL60197     		    COCHLEAR IMPLANTS AT VANDERBILT MED 34,000
    ADVANCED BIONICS
    PO BOX 5131
    CAROL STREAM,IL60197     		    COCHLEAR IMPLANTS AT VANDERBILT MED 8,636
    AAAD
    124 WELDON DRIVE
    MARTIN,TN38237     		    PATIENT TRANSPORTATION TO DIALYSIS 7,000
    ALIVE HOSPICE
    1718 PATTERSON ST
    NASHVILLE,TN37203     		    GENERAL PATIENT CARE 24,000
    AMERICAN CANCER SOCIETY
    2000 CHARLOTTE AVE
    NASHVILLE,TN37203     		    SUPPORT THE LODGE 10,000
    AUTISM SPEAKS
    2700 S RIVER RD
    SUITE 304
    DES PLAINES,IL60018     		    IPADS TO AUTISTIC CHILDREN 25,000
    GILDA'S CLUB
    1707 DIVISION ST
    NASHVILLE,TN37203     		    OPERATING SUPPORT 10,000
    HEAR NASHVILLE
    PO BOX 1253
    HENDERSONVILLE,TN37077     		    HEARING AIDS AND SUPPLIES 20,000
    MOBILE MEDICAL DISASTER RELIEF
    5409 MARYLAND WAY
    SUITE 119
    BRENTWOOD,TN37027     		    GENERAL MEDICAL CARE 5,000
    OUR KIDS CENTER
    1804 HAYES STREET
    NASHVILLE,TN37203     		    COMPURTERS & MEDICAL EQUIPMENT 24,620
    ST JUDE CHILDREN'S RESEARCH HOSPITA
    501 ST JUDE PLACE
    MEMPHISQ,TN38105     		    SUPPORT CONSTRUCTION 12,500
    THE FOUNDATIONS OF ST THOMAS HEALTH
    5201 CHARLOTTE AVE
    NASHVILLE,TN37209     		    VISION AND DENTAL NEEDS 30,000
    THE FOUNDATIONS OF ST THOMAS HEALTH
    5201 CHARLOTTE AVE
    NASHVILLE,TN37209     		    VISION AND DENTAL NEEDS 20,000
    SHRINERS HOSPITAS FOR CHILDREN
    1900 RICHMOND RD
    LEXINGTON,KY40502     		    BRACES & PROSTHETICS 50,000
    THE KIDNEY FOUNDATION
    95 WHITE BRIDGE RD
    SUITE 300
    NASHVILLE,TN37205     		    DIRECT ASSISTANCE TO PATIENTS 5,000
    Total .................................bullet 3a 286,646
    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....     14 133,314  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....         2,972
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....     1 365  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    14 37,425 431,382
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aWINTON FUTURES K-1 NET INCOME     14 7,130  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   178,234 434,354
    13Total. Add line 12, columns (b), (d), and (e)..................
    13612,588
    (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:
    THE JAMES W PICKLE CHARITABLE
    FOUNDATION
    EIN: 20-0485515
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BOOKKEEPING & PROPERTY MANAGEMEN 6,515 5,212 5,212 1,303

    TY 2013 CompensationExplanation
    Name:
    THE JAMES W PICKLE CHARITABLE
    FOUNDATION
    EIN: 20-0485515
    Person Name Explanation
    LAWRENCE J SACKS  
    CHARLENE SANDERS  
    LYNN BOONE  

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    TY 2013 DepreciationSchedule
    Name:
    THE JAMES W PICKLE CHARITABLE
    FOUNDATION
    EIN: 20-0485515
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    HARPETH PKWY W - 701 2004-01-01 134,079 43,677 S/L 27.5000 4,876 4,876 4,876  
    HARPETH PKWY W - 701 - LAND 2004-01-01 15,800              
    HARPETH BEND DR - 621 2004-01-01 123,824 40,337 S/L 27.5000 3,939 3,939 3,939  
    HARPETH BEND DR - 621 - LAND 2004-01-01 14,600              
    HARPETH BEND DR - 642 2004-01-01 123,636 40,275 S/L 27.5000 4,496 4,496 4,496  
    HARPETH BEND DR - 642 - LAND 2004-01-01 14,600              
    SPRINGVIEW DR - 428 2004-01-01 57,396 18,697 S/L 27.5000 2,087 2,087 2,087  
    SPRINGVIEW DR - 428 - LAND 2004-01-01 6,700              
    CHAINSAW 2004-01-01 232 232 S/L 7.0000        
    TOOLS & EQUIPMENT 2004-01-01 3,231 3,231 S/L 7.0000        
    PAINTING 2004-01-01 739 739 S/L 5.0000        
    SIDING 2004-01-01 4,925 1,604 S/L 20.0000 179 179 179  
    STORM WINDOWS 2004-01-01 1,403 457 S/L 20.0000 51 51 51  
    REHAB. UNIT 2004-01-01 661 215 S/L 20.0000 24 24 24  
    REHAB. UNIT 2004-01-01 661 215 S/L 20.0000 21 21 21  
    REHAB. UNIT 2004-01-01 660 215 S/L 20.0000 24 24 24  
    PAINTING 2004-01-01 1,069 1,069 S/L 5.0000        
    SIDING 2004-01-01 4,077 1,328 S/L 20.0000 130 130 130  
    STORM WINDOWS 2004-01-01 1,754 571 S/L 20.0000 56 56 56  
    CARPET/TILE 2004-01-01 563 563 S/L 5.0000        
    PAINTING 2004-01-01 1,073 1,073 S/L 5.0000        
    STORM WINDOWS 2004-01-01 1,498 488 S/L 20.0000 54 54 54  
    SIDING 2004-01-01 3,838 1,250 S/L 20.0000 140 140 140  
    CARPET/TILE 2004-01-01 530 530 S/L 5.0000        
    REFRIGERATOR 2004-01-01 227 227 S/L 5.0000        
    03 LAWNMOWER 2004-01-01 1,404 1,404 S/L 7.0000        
    PAVING 2004-01-01 3,039 990 S/L 20.0000 110 110 110  
    FLOORING 2004-01-01 281 87 S/L 20.0000 10 10 10  
    FLOORING 2004-01-01 949 293 S/L 20.0000 18 18 18  
    SIDING 2004-01-01 281 92 S/L 20.0000 10 10 10  
    STOVE 2004-01-01 306 306 S/L 5.0000        
    TRAILER 2005-03-01 6,200 6,200 S/L 7.0000        
    ROOF 2006-10-06 5,534 1,308 S/L 20.0000 201 201 201  
    2008 CHEVY TRUCK 2008-02-25 18,645 17,571 200DB 5.0000 1,074 1,074 1,074  
    DOORS 2008-11-21 676 71 S/L 39.0000 18 18 18  
    REHAB 2012-08-16 17,974 245 S/L 27.5000 572 572 572  
    ROOF 2012-12-14 8,000 12 S/L 27.5000 255 255 255  
    HVAC 2013-01-18 10,400   S/L 15.0000        
    REHAB 2013-01-31 40,598   S/L 27.5000 1,230 1,230 1,230  
    ROOF 2013-10-11 8,550   S/L 27.5000 65 65 65  
    GARAGE DOOR 2013-11-22 1,500   S/L 39.0000        

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    TY 2013 GainLossSaleOtherAssetsSch
    Name:
    THE JAMES W PICKLE CHARITABLE
    FOUNDATION
    EIN: 20-0485515
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    RESIDENTIAL REAL ESTATE - 621 HARPET 2002-07 DONATION 2013-11 JORDAN OWEN 260,000 225,969   24,480 60,405 50,854
    .0261% SHARE OF ALTEGRIS WINTON FUTU 2011-01 PURCHASE 2013-12   182,107 189,842     -7,735  
    51.628 AMERICAN FD NEW WORLD 2013-09 PURCHASE 2013-12   3,000 2,828     172  
    32.059 MAINSTAY HIGH YIELD 2012-01 PURCHASE 2013-01   199 189     10  
    6242.025 PARAMETRIC EMRG MKTS 2012-11 PURCHASE 2013-07   90,111 90,040     71  
    30 PIMCO EXCH 2013-07 PURCHASE 2013-12   3,032 3,042     -10  
    519.358 T ROW PRICE INST 2013-07 PURCHASE 2013-12   5,311 5,345     -34  
    76 VANGUARD WHITEHALL ETF 2013-07 PURCHASE 2013-10   5,832 5,868     -36  
    6927.581 AMERICAN FD CAP WORLD 2011-01 PURCHASE 2013-12   286,564 224,540     62,024  
    12214.948 AMERICAN FD HIGH INCOME T 2011-01 PURCHASE 2013-07   138,121 113,629     24,492  
    248 DOMINION RES INC VA NEW 2012-01 PURCHASE 2013-01   15,242 11,480     3,762  
    496.9982 DUKE ENERGY CORP NEW 2011-06 PURCHASE 2013-09   33,053 23,428     9,625  
    290 EXELON CORPORATION 2011-06 PURCHASE 2013-03   9,640 11,449     -1,809  
    5058.08 FIRST EAGLE GLOBAL FUND 2011-06 PURCHASE 2013-07   268,200 197,381     70,819  
    21605.017 GAVEKAL KNOWLEGE LEADER FD 2011-06 PURCHASE 2013-07   289,005 251,054     37,951  
    256 HEINZ H J CO 2011-06 PURCHASE 2013-02   18,520 11,463     7,057  
    2737.44 HOTCHKIS & WILEY MID CAP VAL 2011-06 PURCHASE 2013-12   101,942 77,630     24,312  
    2187.915 KEELEY SMALL CAP VALUE FD 2009-04 PURCHASE 2013-12   75,800 31,107     44,693  
    5379.772 MAINSTAY HIGH YEILD CORP BD 2011-06 PURCHASE 2013-01   33,408 26,406     7,002  
    12868.759 MAINSTAY HIGH YIELD CORP B 2012-07 PURCHASE 2013-12   78,164 76,584     1,580  
    400 MONDELEZ INTL INC CL A 2011-06 PURCHASE 2013-09   12,404 7,473     4,931  
    1754.386 PARAMETRIC EMRG MKTS 2012-06 PURCHASE 2013-07   25,327 23,030     2,297  
    2223 PLUM CREEK TIMBER CO 2012-04 PURCHASE 2013-05   120,880 91,049     29,831  
    300 SCANA CORPORATION NEW 2011-06 PURCHASE 2013-07   15,492 10,960     4,532  
    5158.712 SCHWAB GNMA FUND 2012-04 PURCHASE 2013-07   51,536 54,476     -2,940  
    554 SPECTRA ENERGY CORP 2011-06 PURCHASE 2013-07   19,161 11,568     7,593  
    1558.917 TEMPLETON GLOBAL BOND FUND 2008-01 PURCHASE 2013-12   20,191 18,276     1,915  
    238 TOTAL S A ADR 2011-06 PURCHASE 2013-04   11,668 11,387     281  
    1422 VANGUARD BOND INDEX FUND SHORT 2012-03 PURCHASE 2013-12   113,754 114,825     -1,071  
    34393.436 VANGUARD INTERM TER 2011-06 PURCHASE 2013-07   338,401 304,645     33,756  
    564 VODAFONE GROUP NEW ADR 2011-06 PURCHASE 2013-09   17,708 11,802     5,906  

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    THE JAMES W PICKLE CHARITABLE
    FOUNDATION
    EIN: 20-0485515
    Name of Stock End of Year Book Value End of Year Fair Market Value
    464 SHS AT&T 11,529 16,314
    594 SHS ALTRIA GROUP 11,909 22,804
    182 SHS BR AMER TOBACCO 11,814 19,550
    266 SHS CONSOLIDATED EDISON 11,667 14,704
    284 SHS DOMINION RES    
    497 SHS DUKE ENERGY    
    290 SHS EXELON CORPORATION    
    550 SHS EXXON MOBIL 20,543 55,660
    326 SHS GLAXOSMITHKLINE 11,467 17,405
    256 SHS HEINZ    
    186 SHS KIMBERLY CLARK CORP 11,531 19,430
    133 SHS KRAFT FOODS GROUP 4,030 7,170
    346 LILLY ELI & COMPANY 11,723 17,646
    326 SHS MERCK & CO 11,481 16,316
    400 SHS MONDELEZINTL INC CL A    
    764 SHS PFIZER INC 11,359 23,401
    282 PHILIP MORRIS 12,882 24,571
    475 SHS PROCTER & GAMBLE 26,045 38,670
    448 SHS REYNOLDS AMERICAN INC 11,748 22,396
    300 SHS SCANA CORPORATION    
    554 SHS SPECTRA ENERGY CORP    
    450 SHS TEXAS INSTRUMENTS 13,359 19,760
    350 SHS THE SOUTHERN COMPANY 11,802 14,389
    238 SHS TOTAL S A ADR    
    414 SHS UNILEVER PLC 11,446 17,057
    406 VERIZON COMMUNICATIONS 10,967 19,951
    564 SHS VODAPHONE GROUP NEW    
    580 SHS WESTPAC BANKING 11,057 16,849
    558 SHS EXCEL ENERGY 11,696 15,591
    12214.948 SHS AMERICAN FD HIGH INCOM    
    12737.628 MAINSTAY HIGH YIELD 75,878 77,063
    5158.712 SCHWAB FUND    
    37391.981 TEMPLETON GLOBAL BOND 442,573 489,461
    34393.436 VANGUARD INTERM TER    
    12436.372 SHS AMERICAN FD CAPITAL    
    7996.411 EATON VANCE    
    3471.334 SHS FIRST EAGLE GLOBAL FUND 149,340 186,827
    11559.048 FRANKLIN INC FUND 24,304 27,857
    21605.017 GAVEKAL PLATFORM    
    3619.254 HOTCHKIS & WILEY 74,457 146,978
    4184.978 KEELEY SMALL CAP VALUE 65,495 161,917
    15755.973 PRIMECAP ODYSSEY 263,117 371,999
    19416.765 TORTOISE MLP 276,691 303,872
    264 SHS HEALTH CARE REIT 11,405 14,142
    514 HEALTHCARE REALTY TRUST 11,569 10,953
    288 NATL HEALTH INVESTORS 11,445 16,157
    320 PLUM CREEK TIMBER CO    
    4957 VANGUARD BOND INDEX 398,222 396,213
    107404.43 ALTERGIS WINTOR PCP    
    5508.791 AMER WORLD 221,942 249,493
    1312.219 AMER NEW WORLD 74,448 77,001
    8481.5060 BARON REAL EST 173,178 190,240
    3527.021 PARAMETRIC 52,537 52,482
    902 PIMCO 91,450 91,391
    7065.189 OPPENHEIMER EQUITY 215,165 222,271
    6725.697 VANGUARD EQUITY 393,638 419,549
    856 VANGUARD WHITE 66,071 65,535
    4576.737 T ROWE PRICE CAPITAL 115,669 117,439
    29524.962 T. ROWE PRICE INST 303,841 303,812

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    THE JAMES W PICKLE CHARITABLE
    FOUNDATION
    EIN: 20-0485515
    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:


    285,794
    State & Local Government Securities - End of Year Fair Market Value:


    295,911


    TY 2013 LandEtcSchedule2
    Name:
    THE JAMES W PICKLE CHARITABLE
    FOUNDATION
    EIN: 20-0485515
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
      379,044 154,358 224,686 224,686
    LAND 37,100   37,100 37,100


    TY 2013 LegalFeesSchedule
    Name:
    THE JAMES W PICKLE CHARITABLE
    FOUNDATION
    EIN: 20-0485515
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    RETAINER - GENERAL COUNSEL 7,500 1,500 1,500 6,000


    TY 2013 OtherAssetsSchedule
    Name:
    THE JAMES W PICKLE CHARITABLE
    FOUNDATION
    EIN: 20-0485515
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    UTILITY DEPOSIT 100 100 100
    PREPAID FEDERAL INCOME TAX 500 500 500


    TY 2013 OtherExpensesSchedule
    Name:
    THE JAMES W PICKLE CHARITABLE
    FOUNDATION
    EIN: 20-0485515
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    VARIOUS RENTAL PROPERTIES        
    PROPERTY INSURANCE 2,132 2,132 2,132  
    PEST CONTROL 845 845 845  
    REPAIRS & MAINTENANCE 5,961 5,961 5,961  
    EXPENSES        
    AUTOMOBILE EXPENSES 4,037 4,037 4,037  
    BANK CHARGES 60 60 60  
    GIFTS AND FLOWERS 46 46 46  
    INSURANCE - DIRECTORS & OFFIC 2,113 2,113 2,113  
    INSURANCE - EMPLOYEE HEALTH 29,706 29,706 29,706  
    INSURANCE - WORKMENS COMP 6,378 6,378 6,378  
    INVESTMENT ADVISORY FEES 23,175 23,175 23,175  
    LICENSES & PERMITS 201 201 201  
    OFFICE SUPPLIES 185 185 185  
    TELEPHONE 668 668 668  
    TRASH AND DUMPING 1,090 1,090 1,090  
    UTILITIES - RENTAL 5,824 5,824 5,824  


    TY 2013 OtherIncomeSchedule2
    Name:
    THE JAMES W PICKLE CHARITABLE
    FOUNDATION
    EIN: 20-0485515
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MEDICAL REFUNDS 365 365 365
    WINTON FUTURES K-1 NET INCOME 7,130 7,130 7,130


    TY 2013 OtherLiabilitiesSchedule
    Name:
    THE JAMES W PICKLE CHARITABLE
    FOUNDATION
    EIN: 20-0485515
    Description Beginning of Year - Book Value End of Year - Book Value
    RENTAL DEPOSITS 2,750 150


    TY 2013 TaxesSchedule
    Name:
    THE JAMES W PICKLE CHARITABLE
    FOUNDATION
    EIN: 20-0485515
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EMPLOYERS FICA EXPENSE 7,557 7,557 7,557  
    RENTAL R/E TAXES 12,766 12,766 12,755