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 07-01-2013 , and ending 06-30-2014
Name of foundation
ANNA & NATHAN FLAX FOUNDATION INC
 

Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 1884   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ASHEBORO, NC27204
A Employer identification number

23-7028881
B Telephone number (see instructions)

(336) 672-2213
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,860,579
J 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 5 5  
4 Dividends and interest from securities...... 59,199 59,199  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 104,139
b Gross sales price for all assets on line 6a 316,357
7 Capital gain net income (from Part IV, line 2)... 104,139
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........ 163,343 163,343  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 4,055 4,055    
c Other professional fees (attach schedule).... 19,060 19,060    
17 Interest...............        
18 Taxes (attach schedule) (see instructions) 5,035 61    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 61 61    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 28,211 23,237   0
25 Contributions, gifts, grants paid........ 129,500 129,500
26 Total expenses and disbursements. Add lines 24 and 25 157,711 23,237   129,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,632
b Net investment income (if negative, enter -0-) 140,106
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............... 38,497 33,531 33,531
2 Savings and temporary cash investments.......... 20,442 25,004 25,004
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)........ 796,451 Click to see attachment729,298 1,481,954
c Investments—corporate bonds (attach schedule)........ 135,174 Click to see attachment125,398 134,959
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 906,879 Click to see attachment989,844 1,185,131
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,897,443 1,903,075 2,860,579
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 1,897,443 1,903,075
30 Total net assets or fund balances (see page 17 of the
instructions).................... 1,897,443 1,903,075
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 1,897,443 1,903,075
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 1,897,443
2 Enter amount from Part I, line 27a..................... 2 5,632
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 1,903,075
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 1,903,075
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 GARMIN LTD P 2005-05-05 2013-07-31
b AMERICAN EURO PACIFIC GRW FUND P 2006-12-29 2013-12-27
c ABBVIE INC P 2000-01-06 2014-03-21
d FRANKLIN ELECTRIC INC P 2012-04-10 2014-03-21
e STRYKER P 2011-01-10 2014-03-21
ROYCE PENNSYLVANIA MUTUAL FUND P 2013-12-05 2014-03-21
GARMIN LTD P 2012-04-11 2013-07-31
AMERICAN EURO PACIFIC GRW FUND P 2006-12-29 2013-12-27
ABBVIE INC P 2012-04-11 2014-03-21
GENERAL ELECTRIC P 2012-04-11 2014-03-21
STRYKER P 2012-04-11 2014-03-21
SCHLUMBERGER LTD P 2013-03-27 2014-03-21
GARMIN LTD P 2012-09-05 2013-07-31
AMERICAN EURO PACIFIC GRW FUND P 2010-12-29 2013-12-27
ACCENTURE PLC IRELAND P 2006-06-08 2014-03-21
HARLEY DAVIDSON P 2003-12-22 2014-03-21
TELEFLEX INC P 2012-04-11 2014-03-21
VALSPAR CORP P 2013-03-27 2014-03-21
GARMIN LTD P 2013-03-27 2013-07-31
HENDERSON INTL OPPORT P 2008-09-05 2013-12-27
ACCENTURE PLC IRELAND P 2012-09-05 2014-03-21
HARLEY DAVIDSON P 2012-09-05 2014-03-21
TELEFLEX INC P 1999-12-08 2014-03-21
AMERICAN BOND FUND OF AMERIICA P 2011-08-09 2013-08-21
HENDERSON INTL OPPORT P 2012-04-09 2013-12-27
AMERICAN EUROPACIFIC GRW GUND P 2001-03-05 2014-03-21
HENDERSON INTERNATIONAL OPPORT P 2008-09-05 2014-03-21
TJX COS INC P 2001-06-07 2014-03-21
BERKSHIRE HATHAWAY P 2012-04-11 2013-08-21
ROYCE PENNSYLVANIA P 2009-03-23 2013-12-27
APPLE INC P 2013-01-03 2014-03-21
HOME DEPOT P 2004-06-09 2014-03-21
VALSPAR CORP P 2000-12-08 2014-03-21
CORPORATE EXC BOAR CO P 2011-09-09 2013-08-21
AMERICAN EURO PACIFIC GRW FUND P 2013-03-27 2013-12-27
ADP P 2012-04-10 2014-03-21
JOHNSON&JOHNSON P 2012-04-10 2014-03-21
WALGREENS CO P 2009-03-23 2014-03-21
ECOLAB INC P 2012-04-11 2013-08-21
ANHEUSER BUSCH P 2013-07-31 2013-12-27
BB&T CORP P 2012-04-11 2014-03-21
JP MORGAN & CHASE P 2007-09-18 2014-03-21
WALGREENS CO P 2012-04-10 2014-03-21
FRANKLIN ELECTRIC CO P 2012-04-10 2013-08-21
HENDERSON INTL OPPORT P 2012-12-27 2013-12-27
BB&T CORP P 2013-01-03 2014-03-21
PFIZER P 2002-12-12 2014-03-21
AMERICAN EUROPACIFIC GRW FUND P 2013-12-26 2014-03-21
HARLEY DAVIDSON P 2003-12-22 2013-08-21
HENDERSON INTL OPPORT P 2013-03-27 2013-12-27
BERKSHIRE HATHAWAY P 2012-04-11 2014-03-21
ROYCE PENNSYLVANIA MUTUAL FUND P 2012-04-11 2014-03-21
ANHEUSER BUSCH P 2013-07-31 2014-03-21
TJX COS INC P 2001-06-07 2013-08-21
ROYCE PENNSYLVANIA MUTUAL INV P 2013-12-05 2013-12-27
BERKSHIRE HATHAWAY P 1999-12-17 2014-03-21
ROYCE PENNSYLVANIA MUTUAL FUND P 2012-09-05 2014-03-21
CARNIVAL CP NEW P 2013-03-27 2014-03-21
TJX COS INC P 2012-09-05 2013-08-21
ROYCE PENNSYLVANIA MUTUAL INV P 2013-12-05 2013-12-27
CORPORATE EXEC BOARD P 2011-08-09 2014-03-21
ROYCE PENNSYLVANIA MUTUAL FUND P 2012-12-06 2014-03-21
EBAY INC P 2013-03-27 2014-03-21
TJX COS INC P 2013-01-03 2013-08-21
ROYCE PENNSYLVANIA MUTUAL INV P 2013-12-05 2013-12-27
ECOLAB INC P 2011-08-09 2014-03-21
ROYCE PENNSYLVANIA MUTUAL FUND P 2012-12-06 2014-03-21
GOLDMAN SACHS HIGH YIELD P 2013-04-30 2014-03-21
AMERICAN EURO PACIFIC GRW FUND P 2005-12-29 2013-12-27
ABBOTT LABORATORIES P 2012-04-11 2014-03-21
ECOLAB INC P 2012-04-11 2014-03-21
ROYCE PENNSYLVANIA MUTUAL FUND P 2012-12-28 2014-03-21
GOLDMAN SACHS HIGH YIELD P 2013-04-30 2014-03-21
AMERICAN EURO PACIFIC GRW FUND P 2005-12-29 2013-12-27
ABBOTT LABORATORIES P 2013-01-03 2014-03-21
FRANKLIN ELECTRIC P 2011-08-10 2014-03-21
SCHLUMBERGER LTD P 2013-01-03 2014-03-21
HENDERSON INTERNATIONAL OPPORTUNITY P 2013-12-27 2014-03-21
(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 32,576   16,597 15,979
b 1,888   1,798 90
c 5,036   1,601 3,435
d 6,492   4,150 2,342
e 899   600 299
124   119 5
5,270   5,954 -684
1,627   1,549 78
1,554   903 651
1,984   1,486 498
8,579   5,661 2,918
651   519 132
6,108   6,100 8
2,645   2,244 401
249   80 169
4,726   3,232 1,494
5,572   3,245 2,327
4,948   4,184 764
14,731   12,183 2,548
5,941   4,287 1,654
1,911   1,413 498
2,192   1,332 860
4,416   1,302 3,114
10,000   10,187 -187
620   472 148
    1 -1
1,252   930 322
8,335   1,105 7,230
4,018   2,765 1,253
    2 -2
4,222   4,380 -158
4,763   2,100 2,663
728   146 582
3,811   1,699 2,112
2,000   1,745 255
6,923   4,837 2,086
4,710   3,238 1,472
2,091   822 1,269
3,351   2,230 1,121
4,884   4,407 477
8,684   6,602 2,082
10,000   9,609 391
12,938   6,427 6,511
4,311   3,247 1,064
962   760 202
2,666   1,967 699
2,088   2,202 -114
491   492 -1
3,731   2,998 733
476   389 87
1,626   1,027 599
5,600   4,373 1,227
5,910   5,557 353
594   90 504
6,560   6,323 237
1,000   280 720
3,939   3,074 865
5,972   4,994 978
2,268   1,915 353
1,426   1,375 51
9,270   3,576 5,694
2,347   1,752 595
2,282   2,048 234
216   179 37
13   13  
10,177   4,181 5,996
473   356 117
238   247 -9
4,560   3,862 698
1,759   1,292 467
2,544   1,386 1,158
563   428 135
34   35 -1
281   128 153
78   66 12
486   263 223
8,558   6,608 1,950
480   492 -12
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       15,979
b       90
c       3,435
d       2,342
e       299
      5
      -684
      78
      651
      498
      2,918
      132
      8
      401
      169
      1,494
      2,327
      764
      2,548
      1,654
      498
      860
      3,114
      -187
      148
      -1
      322
      7,230
      1,253
      -2
      -158
      2,663
      582
      2,112
      255
      2,086
      1,472
      1,269
      1,121
      477
      2,082
      391
      6,511
      1,064
      202
      699
      -114
      -1
      733
      87
      599
      1,227
      353
      504
      237
      720
      865
      978
      353
      51
      5,694
      595
      234
      37
       
      5,996
      117
      -9
      698
      467
      1,158
      135
      -1
      153
      12
      223
      1,950
      -12
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 2 104,139
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 6,698
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 125,500 2,529,740 0.049610
2011 142,658 2,331,209 0.061195
2010 126,200 2,340,167 0.053928
2009 129,753 2,252,026 0.057616
2008 117,283 2,060,751 0.056913
2 Total of line 1, column (d) ...................... 2 0.279262
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 0.055852
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 2,743,292
5 Multiply line 4 by line 3....................... 5 153,218
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,401
7 Add lines 5 and 6......................... 7 154,619
8 Enter qualifying distributions from Part XII, line 4.............. 8 129,500
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 2,802
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 2,802
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 2,802
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 2,405
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 2,405
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 10
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 407
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet   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)
    bulletFL
    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 ofbulletALAN S LURIA MD Telephone no.bullet (336) 672-2213
    Located atbulletPO BOX 27204ASHEBORONC ZIP+4bullet27204
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
     
    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
    ALAN LURIAClick to see attachment PRESIDENT
    6.00
    0 0 0
    PO BOX 1884
    ASHEBORO,NC272041884
    HOWARD LURIAClick to see attachment VICE PRES.
    6.00
    0 0 0
    862 SIR FRANCIS DRAKE BLVD 288
    SAN ANSELMO,CA94960
    JOSHUA ALEXANDER LURIAClick to see attachment SECRETARY
    6.00
    0 0 0
    PO BOX 1884
    ASHEBORO,NC27204
    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
    137,165
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    2,802
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,802
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    134,363
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    134,363
    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
    134,363
    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 7 134,363
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 15,473
    b From 2009....... 17,946
    c From 2010....... 9,888
    d From 2011....... 31,442
    e From 2012....... 1,400
    fTotal of lines 3a through e......... 76,149
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 129,500
    a Applied to 2012, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions)......
     
    c Treated as distributions out of corpus (Election
    required—see instructions).........
     
    d Applied to 2013 distributable amount..... 129,500
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2013. 4,863 4,863
    (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 71,286
    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) ...
    10,610
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......
    60,676
    10 Analysis of line 9:
    a Excess from 2009.... 17,946
    b Excess from 2010.... 9,888
    c Excess from 2011.... 31,442
    d Excess from 2012.... 1,400
    e Excess from 2013....  
    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:
     
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER LISTING THE ORGANIZATION'S NAME, ADDRESS, TELEPHONE NUMBER, CHARITABLE NATURE, AMOUNT REQUESTED AND PURPOSE OF FUNDS.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN JEWISH HISTORICA
    15 WEST 16TH STREET
    NEW YORK,NY10011
        CHARITY 2,500
    BOSTON UNIVSCHOOL OF MEDICINE
    72 EAST CONCORD ST
    BOSTON,MA02118
        EDUCATION 500
    BREAST CANCER FOUNDATION
    1588 SUTTER ST
    SAN FRANCISCO,CA94109
        CHARITY 2,500
    CHRISTIAN UNITED OUTREACH CENTER OF
    135 SUNSET ST
    ASHEBORO,NC27203
        CHARITY 1,000
    EAST SIDE CARE
    414 WATKINS ST
    ASHEBORO,NC27203
        CHARITY 5,000
    ENVIRONMENTAL WORKING GROUP
    2201 BROADWAY
    OAKLAND,CA94612
        CHARITY 5,000
    FAMILY CRISIS CENTER OF ASHEBORO
    218 SMAIN ST
    ASHEBORO,NC27203
        CHARITY 1,000
    GOLDRINGWOLDENBURG INSTI
    PO BOX 16528
    JACKSON,MS39236
        CHARITY 2,500
    GW UNIVERSITY - MEDICAL A
    2300 EYE ST NW
    WASHINGTON,DC20037
        EDUCATION 5,000
    JEWISH FAMILY SERVICES NH
    1440 WHALLEY AVE
    NEW HAVEN,CT06515
        CHARITY 26,500
    MAKE A WISH
    1131 HARDING PLSCE
    CHARLOTTE,NC28204
        CHARITY 1,000
    MARIN ACADEMY
    1600 MISSION AVE
    SAN RAFAEL,CA94901
        CHARITY 35,000
    MARIN HUMAN SOCIETY
    171 BEL MARIN KEYS BLVD
    NOVATO,CA94949
        CHARITY 2,000
    MAZON
    10495 SANTA MONICA BLVD
    LOS ANGELES,CA90023
        CHARITY 10,000
    MT PLAY ASSOCIATION
    1556 FORTH ST SUIT B
    SAN RAFAEL,CA94901
        CHARITY 1,000
    NATIONAL CENTER FOR JEWISH FILM
    BRANDEIS U LOWN 102 MS053
    WALTHAM,MA02454
        CHARITY 1,000
    NORTH AMERICAN CONFERENCE ON ETHIOP
    255 WEST 36 ST
    NEW YORK,NY10019
        CHARITY 1,000
    NC COASTAL FEDERATION
    3609 HWY 24
    NEWPORT,NC28570
        CHARITY 2,500
    OSHER MARIN JCC
    200 N SAN PEDRO ROAD
    SAN RAFAEL,CA94903
        CHARITY 5,000
    OUR DAILY BREAD
    831 E PRITCHARD STREET
    ASHEBORO,NC27203
        CHARITY 4,000
    RANDOLPH COMMUNITY COLLEGE
    629 INDUSTRIAL PARK AVE
    ASHEBORO,NC27205
        EDUCATION 5,000
    CONGREGATION RODEPH SHALOM
    2385 PARK AVE
    BRIDGEPORT,CT06604
        CHARITY 500
    MARK DAY SCHOOL
    39 TRELLIS DR
    SAN RAFAEL,CA94903
        EDUCATION 700
    SAN ANSELMO OPEN SPACE
    310 REDWOOD RD
    SAN ANSELMO,CA94960
        CHARITY 300
    SENIOR ADULT CENTER - RANDOLPH COUN
    133 W WAINMAN AVE
    ASHEBORO,NC27203
        CHARITY 1,000
    TAFT UNIVERSITY ALUMNI
    169 HOLAND ST 3RD FLOOR
    SOMERVILLE,MA02144
        CHARITY 2,500
    THE RHODES JEWISH HISTORICAL FOUNDA
    10850 WILSHINE BLVD
    LOS ANGELES,CA90024
        CHARITY 1,000
    US HOLOCAUST MUSEUM
    2330 MAAINSHIP WAY
    SAUSALITO,CA94965
        CHARITY 2,500
    WILDCARE
    76 ALBERT PARK LANE
    SAN RAFAEL,CA94901
        CHARITY 2,000
    Total .................................bullet 3a 129,500
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............
        14 5  
    4 Dividends and interest from securities....     14 59,199  
    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.....     14    
    8
    Gain or (loss) from sales of assets other than inventory .............
            104,139
    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)..   59,204 104,139
    13Total. Add line 12, columns (b), (d), and (e)..................
    13163,343
    (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:
    ANNA & NATHAN FLAX FOUNDATION INC
    EIN: 23-7028881
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ORIT BODMAN CPA PA 4,055 4,055    

    TY 2013 CompensationExplanation
    Name:
    ANNA & NATHAN FLAX FOUNDATION INC
    EIN: 23-7028881
    Person Name Explanation
    ALAN LURIA  
    HOWARD LURIA  
    JOSHUA ALEXANDER LURIA  

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    ANNA & NATHAN FLAX FOUNDATION INC
    EIN: 23-7028881
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BELLSOUTH TELECOMMUNICATIONS 84,983 90,879
    JP MORGAN CHASE    
    WACHOVIA CORP 40,415 44,080

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    ANNA & NATHAN FLAX FOUNDATION INC
    EIN: 23-7028881
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABS 11,459 26,994
    ABBVIE INC 8,209 27,204
    ACCENTURE LTD 16,605 50,444
    ANHEUSER 48,668 58,390
    APPLE 41,050 63,750
    ADP 26,600 52,721
    BBT 10,032 50,510
    BERKSHIRE HATHAWAY INC 14,525 52,522
    CARNIVAL CORP 35,716 48,644
    CISCO SYSTEMS 40,804 59,342
    COCA COLA 36,489 57,017
    CORPORATE EXEC BOARD 19,847 45,435
    EBAY INC 20,181 45,454
    ECOLAB 21,271 52,107
    FASTENAL CO 28,126 51,965
    FRANKLIN ELECTRIC, INC. 28,096 47,307
    GARMIN LTD    
    GENERAL ELECTRIC 11,647 53,480
    HARLEY DAVIDSON 29,062 52,807
    HOME DEPOT 19,108 51,814
    IBM 34,748 50,031
    JOHNSON & JOHNSON 33,699 57,227
    PFIZER 44,306 48,378
    SCHLUMBERGER LTD 39,864 65,462
    STRYKER 23,699 53,374
    TARGET 32,697 50,242
    TELEFLEX 15,252 51,955
    TJX COMPANIES 6,877 44,646
    VALSPAR CORP 10,348 54,095
    WALGREEN CO 20,313 58,637

    TY 2013 InvestmentsOtherSchedule2
    Name:
    ANNA & NATHAN FLAX FOUNDATION INC
    EIN: 23-7028881
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    AMERICAN BOND FUND OF AMERICA AT COST 183,383 185,313
    CAPITAL WORLD BOND FUND AT COST 51,954 53,620
    EURO PACIFIC GROWTH FUND AT COST 118,297 181,086
    GOLDMAN SACHS AT COST 48,020 50,195
    HENDERSON INTERNATIONAL OPPORTUNITIE AT COST 44,805 79,172
    METROPOLITAN WEST TOTAL RETURN FUND AT COST 169,240 173,976
    PIMCO DEVELOPING LOCAL MARKETS FUND AT COST 15,794 15,311
    PIMCO REAL RETURN AT COST 51,513 51,456
    ROYCE PENNSYLVANIA MUTUAL FUND AT COST 80,217 135,501
    THORNBURG INTERNATIONAL VALUE FUND AT COST 52,574 79,945
    WESTERN ASSET CORE BOND FUND AT COST 174,047 179,556

    TY 2013 OtherExpensesSchedule
    Name:
    ANNA & NATHAN FLAX FOUNDATION INC
    EIN: 23-7028881
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    BANK FEES 42 42    
    POSTAGE 19 19    


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    ANNA & NATHAN FLAX FOUNDATION INC
    EIN: 23-7028881
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BROKER FEES 19,060 19,060    


    TY 2013 TaxesSchedule
    Name:
    ANNA & NATHAN FLAX FOUNDATION INC
    EIN: 23-7028881
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FL DEPT OF STATE ANNUAL FEES 61 61    
    INCOME TAXES PAID 4,974