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
FOUNDATIONS COMMUNITY PARTNERSHIP
 

Number and street (or P.O. box number if mail is not delivered to street address)1456 FERRY ROADROOM/SUITE 404Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DOYLESTOWN, PA18901
A Employer identification number

23-6299881
B Telephone number (see instructions)

(267) 247-5584
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$20,928,913J 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) 41,948
2 Check bullet
3 Interest on savings and temporary cash investments 135 135  
4 Dividends and interest from securities...... 718,697 718,697  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 233,334
b Gross sales price for all assets on line 6a 4,622,441
7 Capital gain net income (from Part IV, line 2)... 233,334
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 -4,652   -4,652
12 Total. Add lines 1 through 11........ 989,462 952,166 -4,652
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 198,790 19,879   178,911
14 Other employee salaries and wages...... 124,802     124,802
15 Pension plans, employee benefits....... 85,171     85,171
16a Legal fees (attach schedule)......... Click to see attachment 7,205     7,205
b Accounting fees (attach schedule)....... Click to see attachment 47,788 4,014   43,774
c Other professional fees (attach schedule).... Click to see attachment 194,819 131,183   63,636
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 11,601 3,478   8,123
19 Depreciation (attach schedule) and depletion... Click to see attachment 19,141    
20 Occupancy.............. 10,175     10,175
21 Travel, conferences, and meetings....... 4,869     4,869
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 88,048     88,048
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 792,409 158,554   614,714
25 Contributions, gifts, grants paid........ 460,744 460,744
26 Total expenses and disbursements. Add lines 24 and 25 1,253,153 158,554   1,075,458
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -263,691
b Net investment income (if negative, enter -0-) 793,612
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 881,435 903,543 903,543
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........... 13,585 9,148 9,148
10a Investments—U.S. and state government obligations (attach schedule) 3,290,768 Click to see attachment2,123,129 2,123,129
b Investments—corporate stock (attach schedule)........ 7,958,585 Click to see attachment8,838,882 8,838,882
c Investments—corporate bonds (attach schedule)........ 187,598 Click to see attachment98,632 98,632
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 7,052,990 Click to see attachment8,569,587 8,569,587
14 Land, buildings, and equipment: basis bullet481,837
Less: accumulated depreciation (attach schedule) bullet105,205 394,793 Click to see attachment376,632 376,632
15 Other assets (describe bullet) Click to see attachment15,027 Click to see attachment9,360 Click to see attachment9,360
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 19,794,781 20,928,913 20,928,913
Liabilities 17 Accounts payable and accrued expenses.......... 80,944 90,154
18 Grants payable................... 50,850  
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 attachment6,613 Click to see attachment436
23 Total liabilities (add lines 17 through 22).......... 138,407 90,590
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 19,656,374 20,838,323
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).................... 19,656,374 20,838,323
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 19,794,781 20,928,913
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 19,656,374
2 Enter amount from Part I, line 27a..................... 2 -263,691
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 1,445,640
4 Add lines 1, 2, and 3.......................... 4 20,838,323
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 20,838,323
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   P    
b UNITEDHEALTH GROUP INC P 2009-07-21 2013-07-26
c VISHAY INTERTECH P 2010-04-29 2014-06-17
d AETNA INC P 2011-07-14 2013-08-02
e FORD MOTOR CO P 2011-10-25 2014-06-17
GENERAL MOTORS CO P 2011-12-27 2014-02-11
GNC HOLDINGS INC P 2012-03-26 2014-02-24
TESORO CORP P 2012-07-19 2013-10-22
VERIZON COMMUNICATIONS P 2012-08-23 2014-04-30
ASPEN INSURANCE HLDS LTD P 2012-10-12 2014-04-17
GOLDMAN SACHS GROUP INC P 2012-11-09 2014-06-17
MURPHY USA P 2012-11-28 2013-09-04
CINN FINCL CRP OHIO P 2012-12-19 2013-09-04
GENERAL ELECTRIC P 2013-01-07 2013-11-20
MERCK AND CO P 2013-01-07 2013-11-21
US TREASURY 1.125% 12/31/2019 P 2013-01-11 2013-10-25
AMGEN INC P 2013-03-05 2014-02-25
LYONDELLLBASELL INDUSTRIE P 2013-04-18 2014-06-17
CELGENE CORP P 2013-08-05 2013-10-31
ISHARES FLOATING RATE P 2013-10-28 2014-05-01
XILINX INC CALL OPTION P 2014-03-27 2014-05-16
MYLAN INC P 2013-04-16 2014-03-06
DELTA AIR LINES INC P 2013-10-31 2014-06-17
GILEAD SCIENCES INC P 2014-01-14 2014-06-17
FID ADV FLT RAT HI INC I P 2014-02-28 2014-05-01
COMCAST CORP CL A CALL P 2014-04-21 2014-05-16
ILLUMINA INC P 2014-06-06 2014-06-17
APOLLO EDUCATION GROUP P 2011-10-21 2014-06-17
CVS HEALTH CORPORATION P 2006-11-01 2014-06-19
UNITEDHEALTH GROUP INC P 2009-07-21 2013-08-01
HARRIS CORP P 2010-07-07 2014-06-17
CVS CAREMARK CORP P 2011-07-14 2013-12-20
AETNA INC P 2011-10-31 2013-08-02
MACYS INC P 2011-12-27 2014-06-17
GNC HOLDINGS INC P 2012-03-27 2014-02-24
US TREASURY INFLATION NOTE P 2012-07-24 2013-10-25
VISA INC CL A P 2012-08-24 2013-12-02
ASPEN INSURANCE HLDS LTD P 2012-10-15 2014-04-17
SANDISK CORP P 2012-11-12 2014-04-02
LAUDER ESTEE P 2012-11-30 2013-10-10
US TREASURY .75% 10/31/2017 P 2012-12-31 2013-10-25
GENL DYNAMICS CORP P 2013-01-07 2014-01-31
MERCK AND CO P 2013-01-07 2013-11-27
AMGEN INC P 2013-01-25 2013-08-27
AMGEN INC P 2013-03-05 2014-03-06
SAFEWAY INC P 2013-04-23 2014-03-13
CIGNA CORP P 2013-08-07 2014-06-17
SUNAM SR FLTG P 2013-10-28 2014-06-17
XILINX INC CALL OPTION P 2014-03-27 2014-05-16
MYLAN INC P 2013-04-17 2014-03-06
FID ADV FLT RAT HI INC I P 2013-10-31 2014-05-01
FACEBOOK INC P 2014-01-31 2014-02-21
CVS CAREMARK CORP CALL OPTION P 2014-03-21 2014-05-16
COMCAST CORP CL A CALL P 2014-04-21 2014-05-16
EMERSON ELECTRIC CO P 2012-06-30 2013-09-30
COMCAST CORP CALL OPTION P 2014-02-19 2014-03-21
L SYLS INV GR BD FD CL Y P 2008-03-24 2013-08-26
UNITED HEALTH GROUP INC P 2009-07-22 2014-06-17
CHUBB CORP P 2010-12-23 2014-05-01
CVS CAREMARK GROUP P 2011-07-14 2014-02-25
GAP INC P 2011-10-31 2014-06-17
GENERAL MOTORS CO P 2012-01-06 2014-02-11
BB&T CORPORATION P 2012-05-18 2014-06-17
US TREASURY INFLATION NOTE P 2012-07-24 2014-01-08
VISA INC CL A P 2012-08-24 2013-12-03
PNC FINCL SERVICES GROUP P 2012-10-17 2014-06-17
SANDISK CORP INC P 2012-11-12 2014-06-17
LAUDER ESTEE COS INC A P 2012-11-30 2013-07-01
US TSY .75% 10/31/2017 P 2012-12-31 2014-01-08
GENL DYNAMICS CORP P 2013-01-07 2014-02-03
MERCK AND CO P 2013-01-07 2013-12-04
AMGEN INC P 2013-01-25 2013-09-05
US TREASURY 2.0% 02/15/223 P 2013-03-06 2013-10-25
BIOGEN IDEC INC P 2013-04-29 2014-04-09
CELGENE CORP P 2013-09-05 1983-02-03
SUNAMERICA SENIOR P 2013-10-28 2014-06-17
SCHLUMBERGER LTD CALL P 2014-04-17 2014-05-16
MYLAN INC P 2013-04-17 2014-06-13
AMGEN INC P 2013-11-13 2014-03-06
FID ADV FLT RAT HI INC I P 2014-01-31 2014-05-01
CVS CAREMARK CORP CALL OPTION P 2014-03-21 2014-05-16
EMERSON ELECTRIC CO P 2014-04-21 2014-06-20
ENCANA P 2012-06-30 2014-03-19
APPLE INC CALL OPTION P 2014-04-15 2014-04-24
LOOMIS SAYLES INVT GRADE P 2008-03-24 2013-08-26
UNITEDHEALTH GROUP INC P 2009-07-22 2013-08-01
HOME DEPOT INC P 2010-12-23 2014-05-01
CVS CAREMARK CORP P 2011-07-27 2014-06-17
HESS CORP P 2011-11-28 2013-10-22
AETNA INC P 2012-02-03 2013-08-05
GNC HOLDINGS INC P 2012-05-23 2014-02-24
US TRSY INFLATION NTE P 2012-07-24 2014-02-26
VISA INC CL A P 2012-08-24 2013-12-27
SOLLAR GENERAL CORP P 2012-10-17 2014-06-17
CITIGROUP INC P 2012-11-14 2014-06-17
LAUDER ESTEE COS INC A P 2012-11-30 2013-07-08
US TSY .75% 10/31/2017 P 2012-12-31 2014-04-09
GENL DYNAMICS CORP P 2013-01-07 2014-02-04
MERCK AND CO P 2013-01-07 2014-01-14
AMGEN INC P 2013-01-25 2013-09-09
US TREASURY 2.0% 2/15/2023 P 2013-03-06 2013-08-26
GENL DYNAMICS CORP P 2013-05-01 2014-05-01
RAYTHEON CORP P 2013-09-09 2014-06-17
MERCK AND CO P 2013-10-31 2014-01-14
SCHLUMBERGER LTD CALL P 2014-05-16 2014-05-30
MYLAN INC P 2013-04-17 2014-06-17
AMGEN INC P 2013-11-13 2014-04-24
FACEBOOK INC P 2014-02-04 2014-02-21
IBM CALL OPTION P 2014-03-25 2014-04-11
MICROSOFT CORP CALL OPTION P 2014-04-25 2014-05-12
ENERGIZER HOLDINGS INC P 2011-10-04 2014-06-17
FIXED INCOME SHRS SER C P 2008-04-07 2013-10-25
SYNNEX CORP P 2009-09-29 2014-04-21
KELLOGG CO P 2010-12-23 2014-02-18
CVS CAREMARK GROUP P 2011-07-27 2014-02-25
WAL MART STORES INC P 2011-12-06 2014-06-17
AETNA INC P 2012-02-03 2013-10-10
CHUBB CORP P 2012-06-01 2014-05-01
US TRSY INFLATION NTE P 2012-07-24 2014-02-26
SUNTRUST BKS INC P 2012-08-31 2014-06-17
COMCAST CORP CL A P 2012-10-22 2013-10-28
MOHAWK INDUSTRIES P 2012-11-14 2013-08-19
MOHAWK INDUSTRIES P 2012-12-05 2013-08-19
ASHLAND INC P 2013-01-07 2014-06-17
GENL DYNAMICS CORP P 2013-01-07 2014-02-05
QUALCOMM INC P 2013-01-07 2014-04-02
AMGEN INC P 2013-01-28 2013-09-05
US TSY 2.0% 02/15/2013 P 2013-03-06 2014-02-11
WSTN DIGITAL CORP P 2013-05-06 2014-06-17
CELGENE CORP P 2013-09-23 2013-10-31
MERCK AND CO P 2013-10-31 2014-01-28
SUNAM SR FLTG P 2014-05-30 2014-06-17
PHILLIPS 66 SHS P 2013-05-07 2013-12-02
CELGENE CORP P 2013-11-20 2014-06-10
CVS CAREMARK CORP CALL OPTION P 2014-02-19 2014-03-21
IBM CALL OPTION P 2014-03-25 2014-04-11
CBOE S&P 500 INDEX PUT P 2014-04-28 2014-05-27
EVEREST RE GROUP LTD P 2012-08-24 2014-06-17
FIXED INCOME SHRS SER C P 2008-05-20 2013-10-25
INGRAM MICRO INC P 2009-11-25 2014-06-17
XCEL ENERGY INC P 2010-12-23 2014-02-18
TESORO CORP P 2011-07-27 2013-08-07
COCA COLA ENTERPRISES P 2011-12-07 2014-06-17
AETNA INC P 2012-02-03 2013-10-21
HOME DEPOT INC P 2012-06-01 2014-05-01
US TRSY INFLATION NTE P 2012-07-24 2014-02-26
HCC INS HOLDING INC P 2012-09-10 2014-06-17
COMCAST CORP CL A P 2012-10-24 2013-10-28
LINCOLN NTL CORP P 2012-11-16 2014-06-17
MOHAWK INDUSTRIES P 2012-12-05 2013-08-20
CATERPILLAR INC P 2013-01-07 2014-01-15
HUMANA CORP P 2013-01-07 2014-06-17
QUALCOMM INC P 2013-01-07 2014-06-17
AMGEN INC P 2013-01-28 2013-09-23
US TSY 2.0% 02/15/2013 P 2013-03-11 2014-02-11
BERKSHIRE HATHAWAY INC P 2013-05-08 2013-10-21
PIMCO UNCONSTRAINED P 2013-09-30 2013-10-17
MEDTRONIC INC P 2014-01-08 2014-06-05
JOHNSON CTLS P 2012-06-30 2013-09-30
PHILLIPS 66 SHS P 2013-05-07 2014-01-08
CELGENE CORP P 2013-11-21 2014-06-12
CVS CAREMARK CORP CALL OPTION P 2014-02-19 2014-03-21
IBM CALL OPTION P 2014-03-25 2014-04-11
FID ADV FLT RAT HI INC I P 2014-04-30 2014-05-01
EDISON INTL P 2013-05-29 2014-06-17
FIXED INCOME SHRS SER M P 2008-05-20 2013-10-25
PIMCO UNCONSTRAINED P 2009-12-02 2013-10-17
PRUDENTIAL FINANCIAL INC P 2011-04-01 2014-06-17
TARGET CORP P 2011-08-25 2014-06-17
HESS CORP P 2011-12-09 2014-03-10
AETNA INC P 2012-02-03 2014-06-17
KELLOGG CO P 2012-06-01 2014-02-18
CA INC P 2012-08-01 2014-06-17
VALERO ENERGY CORP P 2012-09-10 2014-01-08
COMCAST CORP CL A P 2012-10-24 2013-10-29
ST JUDE MEDICAL INC P 2012-11-20 2013-12-27
RESMED P 2012-12-05 2013-11-21
CATERPILLAR INC P 2013-01-07 2014-01-06
INTL BUSINESS MACHINES P 2013-01-07 2014-06-17
QUALCOMM, INC P 2013-01-07 2013-10-23
AMGEN INC P 2013-01-28 2014-01-31
TIME WARNER P 2013-03-19 2013-10-25
BERKSHIRE HATHAWAY INC P 2013-05-08 2014-02-04
ATT INC P 2013-10-15 2014-06-17
MCKESSON CORPORATION P 2014-01-16 2014-05-13
PEPSICO P 2012-06-30 2013-09-10
PHILLIPS 66 SHS P 2013-05-07 2014-06-17
FID ADV FLT RAT HI INC I P 2013-11-29 2014-05-01
NORFOLK SOUTHERN CORP P 2014-02-21 2014-03-25
INTEL CORP CALL OPTION P 2014-03-28 2014-04-17
APPLE INC CALL OPTION P 2014-05-06 2014-06-17
ENTERGY CORP P 2014-02-19 2014-06-17
FIXED INCOME SHRS SER C P 2008-06-18 2013-10-25
PIMCO UNCONSTRAINED P 2009-12-02 2013-10-24
PRUDENTIAL FINANCIAL INC P 2011-04-05 2014-06-17
ABERCROMBIE & FITCH CO P 2011-09-09 2014-06-17
HESS CORP P 2011-12-09 2014-06-17
US TREASURY 2/28/2019 P 2012-03-01 2013-08-09
XCEL ENERGY INC P 2012-06-01 2014-02-18
TRINITIY INDUS INC P 2012-08-01 2014-06-17
VALERO ENERGY CORP P 2012-09-10 2014-06-17
COMCAST CORP CL A P 2012-10-24 2014-02-14
ST JUDE MEDICAL INC P 2012-11-20 2014-01-09
RESMED INC P 2012-12-05 2014-01-28
CATERPILLAR INC P 2013-01-07 2014-06-17
LOCKHEED MARTIN CORP P 2013-01-07 2014-01-06
SAFEWAY INC P 2013-01-07 2014-03-12
MONSANTO CO P 2013-02-26 2013-09-04
INTL PAPER CO P 2013-03-26 2014-06-17
BERKSHIRE HATHAWAY INC P 2013-05-08 2014-06-17
LAS VEGAS SANDS CORP P 2013-10-21 2014-06-17
MCKESSON CORPORATION P 2014-01-16 2014-05-14
PIMCO UNCONSTRAINED P 2009-12-02 2013-10-17
PEPSICO P 2012-06-30 2013-09-10
AMGEN INC P 2013-12-04 2014-04-24
NORFOLK SOUTHERN CORP P 2014-02-21 2014-04-01
MICROSOFT CORP CALL OPTION P 2014-03-28 2014-04-25
MICROSOFT CORP CALL OPTION P 2014-05-12 2014-06-20
DISNEY CO P 2014-02-25 2014-06-17
FIXED INCOME SHRS SER M P 2008-06-18 2013-10-25
PIMCO UNCONSTRAINED P 2009-12-02 2013-10-24
KEYCORP P 2011-04-25 2014-06-17
KROGER CO P 2011-09-09 2014-06-17
DIRECT TV SHS P 2011-12-20 2014-05-12
MURPHY USA P 2012-03-05 2013-09-04
CHEVRON CORP P 2012-06-05 2014-06-17
VISA INC CL A P 2012-08-02 2013-12-02
INTEL CORP P 2012-09-13 2013-08-12
RESMED INC P 2012-10-24 2013-06-27
ST JUDE MEDICAL INC P 2012-11-20 2014-01-16
US TREASURY INFLATION BOND P 2012-12-07 2013-10-25
CENTURY LINK INC P 2013-01-07 2014-06-17
LOCKHEED MARTIN CORP P 2013-01-07 2014-06-17
SAFEWAY INC P 2013-01-07 2014-03-13
MONSANTO CO P 2013-02-26 2013-10-14
US TSY 2.0% 02/15/2013 P 2013-04-02 2014-02-11
US TREASURY 2.0% 11/15/2021 P 2013-05-21 2013-10-25
EXPRESS SCRIPTS HLDG CO P 2013-10-23 2014-01-31
MCKESSON CORPORATION P 2014-01-16 2014-06-06
JP MORGAN CHASE CO P 2011-07-06 2014-06-17
PEPSICO P 2012-06-30 2013-09-10
AMGEN INC P 2013-12-04 2014-04-25
NORFOLK SOUTHERN CORP P 2014-02-21 2014-04-28
FID ADV FLT RAT HI INC I P 2014-03-31 2014-05-01
NOBLE CORP PLC CALL OPTION P 2014-05-12 2014-06-20
EXELON CORP P 2014-02-28 2014-06-17
FIXED INCOME SHS P 2008-06-18 2014-06-12
PIMCO UNCONSTRAINED P 2009-12-02 2013-10-24
KOHLS CORP P 2011-05-31 2014-06-17
MACYS INC P 2011-09-15 2014-06-17
DIRECTV SHS P 2011-12-20 2014-06-17
MARATHON OIL CORP P 2012-03-08 2014-06-17
EXPEDIA INC P 2012-06-08 2014-06-17
VERIZON COMMUNICATIONS P 2012-08-17 2013-10-30
INTEL CORP P 2012-09-13 2014-01-16
TRAVELERS COS INC P 2012-10-24 2014-06-17
MOTOROLA SOLUTIONS INC P 2012-11-21 2014-05-06
US TREASURY INFLATION BOND P 2012-12-07 2013-10-25
CF INDS HLDGS INC P 2013-01-07 2013-08-07
LOCKHEED MARTIN CORP P 2013-01-07 2014-06-17
UNITED CONTL HLDGS INC P 2013-01-07 2014-06-10
MONSANTO CO P 2013-02-26 2013-11-26
TYSON FOODS INC CL A P 2013-04-03 2014-06-13
US TSY 2.0% 10/15/2021 P 2013-05-21 2014-01-08
EXPRESS SCRIPTS HLDG CO P 2013-10-23 2014-02-06
MICROSOFT CORP CALL OPTION P 2014-02-13 2014-03-28
JP MORGAN CHASE CO P 2011-07-13 2014-06-17
NORTHROP GRUMMAN CORP P 2013-01-07 2014-06-17
FID ADV FLT RAT HI INC I P 2013-12-09 2014-05-01
NORFOLK SOUTHERN CORP P 2014-02-21 2014-05-30
IBM CALL OPTION P 2014-04-11 2014-05-16
COMCAST CORP CL A CALL P 2014-05-16 2014-06-20
EMERSON ELECTRIC CO P 2014-04-21 2014-06-20
FIXED INCOME SHS SER M P 2008-06-18 2014-01-08
DIRECT TV SHS P 2010-02-26 2014-06-09
VALERO ENERGY CORP P 2011-06-06 2013-12-02
STATE STREET CORP P 2011-09-16 2014-06-17
ELI LILY & CO P 2011-12-20 2014-06-13
MARATHON PETROLEUM CORP P 2012-03-14 2014-01-08
LOWES COMPANIES INC P 2012-06-12 2014-06-17
VERIZON COMMUNICATIONS P 2012-08-21 2013-10-30
INTEL CORP P 2012-09-13 2014-01-16
COMCAST CORP CL A P 2012-11-02 2014-02-14
RESMED P 2012-11-21 2013-11-21
US TRSRY INFLATION BON P 2012-12-07 2014-02-26
CISCO SYSTEMS INC P 2013-01-07 2014-06-17
MEDTRONIC INC P 2013-01-07 2013-07-08
UNITED CONTL HLDGS INC P 2013-01-07 2014-06-12
MONSANTO CO P 2013-02-26 2013-12-03
TYSON FOODS INC CL A P 2013-04-03 2014-06-16
SAFEWAY INC P 2013-05-22 2014-03-13
CREDIT SUISSE P 2013-10-24 2014-05-01
S&P 500 INDEX PUT OPTION P 2014-02-13 2014-03-27
NORTHERN TRUST CORP P 2011-12-01 2013-12-19
ORACLE CORP P 2013-01-07 2013-08-12
FID ADV FLT RAT HI INC I P 2013-12-09 2014-05-01
INTEL CORP CALL OPTION P 2014-02-26 2014-03-28
IBM CALL OPTION P 2014-04-11 2014-05-16
COMCAST CORP CL A CALL P 2014-05-16 2014-06-20
CONAGRA FOODS INC P 2014-06-10 2014-06-17
WELLPOINT INC P 2009-06-30 2014-06-17
DIRECT TV SHS P 2010-02-26 2014-05-12
VALERO ENERGY CORP P 2011-06-06 2014-01-08
SYMANTEC CORP P 2011-09-16 2014-06-17
ELI LILY & CO P 2011-12-20 2014-06-17
MARATHON PETROLEUM CORP P 2012-03-16 2014-01-08
VISA INC CL A P 2012-06-28 2013-12-02
VERIZON COMMUNICATIONS P 2012-08-21 2013-11-05
INTEL CORP P 2012-09-13 2014-06-17
COMCAST CORP CL A P 2012-11-02 2014-02-18
RESMED INC P 2012-11-21 2013-06-27
US TRSRY INFLATION BON P 2012-12-07 2014-02-26
DEERE CO P 2013-01-07 2014-06-17
MEDTRONIC INC P 2013-01-07 2013-07-26
CF INDS HLDGS INC P 2013-01-08 2013-08-07
US TREASURY 2.0% 02/15/2023 P 2013-03-01 2013-08-26
PRICELINE.COM P 2013-04-05 2013-09-11
SAFEWAY INC P 2013-05-22 2014-03-17
EXPRESS SCRIPTS HLDG CO P 2013-10-24 2014-02-06
MERCK & CO CALL OPTION P 2014-02-26 2014-03-21
NORTHN TRUST CORP P 2011-12-01 2014-06-17
ORACLE CORP P 2013-01-07 2014-06-17
ARCHER DANIELS P 2013-12-10 2014-06-17
INTEL CORP CALL OPTION P 2014-02-26 2014-03-28
IBM CALL OPTION P 2014-04-11 2014-05-16
CVS CAREMARK CORP CALL OPTION P 2014-05-16 2014-06-19
CBOE S&P 500 INDEX PUT P 2014-06-13 2014-06-23
WELLPOINT INC P 2009-07-01 2014-06-17
ARROW ELECTRONICS P 2010-03-01 2014-06-17
CVS CAREMARK CORP P 2011-06-20 2013-10-21
SYSCO CORPORATION P 2011-09-16 2013-08-05
SAFEWAY INC P 2011-12-20 2014-03-12
GNC HOLDINGS INC P 2012-03-26 2013-12-04
US TREASURY INFLATION BON P 2012-07-11 2013-10-25
VERIZON COMMUNICATIONS P 2012-08-21 2014-02-28
GNC HOLDINGS INC P 2012-10-04 2014-02-24
COMCAST CORP CL A P 2012-11-02 2014-02-19
JOHNSON CONTROLS INC P 2012-11-26 2014-06-17
US TRSRY INFLATION BON P 2012-12-07 2014-02-26
GENERAL ELECTRIC P 2013-01-07 2013-10-21
MEDTRONIC INC P 2013-01-07 2013-10-21
TIME WARNER CABLE INC P 2013-01-08 2014-02-18
US TREASURY 2.0% 02/15/2023 P 2013-03-01 2013-08-26
TYSON FOODS INC CL A P 2013-04-12 2014-06-16
VISA INC CL A P 2013-05-31 2013-12-27
EXPRESS SCRIPTS HLDG CO P 2013-10-24 2014-03-12
SCHLUMBERGER LTD CALL P 2014-02-26 2014-04-17
NORDSTROM INC P 2012-06-28 2014-06-17
NU SKIN ENTERPRISES P 2013-08-09 2014-06-17
AMGEN INC P 2013-12-19 2014-04-25
NOBLE CORP PLC CALL OPTION P 2014-02-26 2014-04-17
APPLE INC CALL OPTION P 2014-04-15 2014-05-06
CVS CAREMARK CORP CALL OPTION P 2014-05-16 2014-06-20
COMCAST CORP CL A CALL P 2014-06-20 2014-06-27
UNITEDHEALTH GROUP INC P 2009-07-21 2013-07-01
AVNET INC P 2010-03-10 2014-06-17
CVS CAREMARK CORP P 2011-06-20 2013-12-20
SYSCO CORPORATION P 2011-09-16 2013-12-10
SYSCO CORPORATION P 2011-12-20 2013-12-10
GNC HOLDINGS INC P 2012-03-26 2013-12-04
WYNDHAM WORLDWIDE CORP P 2012-07-12 2014-06-17
VERIZON COMMUNICATIONS P 2012-08-21 2014-03-25
GNC HOLDINGS INC P 2012-10-04 2014-02-27
COMCAST CORP CL A P 2012-11-07 2014-02-19
ST JUDE MEDICAL INC P 2012-11-26 2014-01-16
MURPHY USA P 2012-12-17 2013-09-04
GENERAL ELECTRIC P 2013-01-07 2013-11-01
MEDTRONIC INC P 2013-01-07 2013-10-24
TIME WARNER CABLE INC P 2013-01-08 2014-02-19
US TREASURY 2.0% 2/15/2023 P 2013-03-01 2013-08-26
MYLAN INC P 2013-04-16 2014-02-28
CELGENE CORP P 2013-08-02 2013-10-31
FID ADV FLT RAT HI INC I P 2013-10-28 2014-05-01
US TSY .75% P 2014-02-26 2014-06-12
PARTNERRE LTD P 2012-12-05 2014-06-17
EXPRESS SCRIPTS HLDG CO P 2013-10-30 2014-03-12
FID ADV FLT RAT HI INC I P 2013-12-31 2014-05-01
IBM CALL OPTION P 2014-02-27 2014-03-21
BAXTER INT'L CALL P 2014-04-16 2014-05-16
CVS CAREMARK CORP CALL OPTION P 2014-05-16 2014-06-20
APACHE CORP P 2012-06-30 2014-03-19
UNITEDHEALTH GROUP INC P 2009-07-21 2013-07-09
TECH DATA CORP P 2010-03-26 2014-06-17
WELLS FARGO & CO P 2011-07-06 2014-06-17
SYSCO CORPORATION P 2011-10-04 2013-12-10
STAPLES INC P 2011-12-21 2014-06-17
GNC HOLDINGS INC P 2012-03-26 2014-02-18
TESORO CORP P 2012-07-19 2013-08-07
VERIZON COMMUNICATIONS P 2012-08-21 2014-04-30
ASPEN INSURANCE HLDS LTD P 2012-10-12 2014-04-15
MOTOROLA SOLUTIONS INC P 2012-11-07 2014-05-06
ST JUDE MEDICAL INC P 2012-11-26 2014-06-17
POLARIS INDUSTRIES P 2012-12-18 2014-06-17
GENERAL ELECTRIC P 2013-01-07 2013-11-13
MEDTRONIC INC P 2013-01-07 2014-06-05
TIME WARNER CABLE INC P 2013-01-10 2014-02-19
AMGEN INC P 2013-03-05 2014-01-31
MYLAN INC P 2013-04-16 2014-03-04
L SYLS INV GR BD FD CL Y P 2013-08-02 2013-08-26
FID ADV FLT RAT HI INC I P 2013-10-28 2014-05-01
S&P 500 INDEX PUT OPTION P 2014-03-27 2014-04-28
PFIZER INC P 2013-01-07 2014-06-17
EXPRESS SCRIPTS HLDG CO P 2013-10-30 2014-03-14
APACHE CORP P 2014-01-08 2014-06-17
FID ADV FLT RAT HI INC I P 2014-02-28 2014-05-01
INTEL CORP CALL OPTION P 2014-04-17 2014-06-20
CBOE S&P 500 INDEX PUT P 2014-05-27 2014-06-13
COMCAST CORP P 2012-06-30 2013-10-04
(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 1,800   636 1,164
c 170   121 49
d 1,585   1,094 491
e 201   149 52
2,870   1,634 1,236
141   106 35
2,161   1,167 994
3,549   3,219 330
979   681 298
673   465 208
611   505 106
1,609   1,406 203
2,325   1,810 515
1,600   1,388 212
53,227   54,484 -1,257
1,874   1,402 472
297   167 130
3,872   3,840 32
101,423   101,416 7
3,909     3,909
386   197 189
636   422 214
160   147 13
607   609 -2
1,856   423 1,433
171   166 5
89   142 -53
14,492   5,799 8,693
219   76 143
152   84 68
3,094   1,638 1,456
3,488   2,216 1,272
116   64 52
1,034   769 265
68,839   74,204 -5,365
202   128 74
1,690   1,184 506
2,800   1,366 1,434
2,449   2,029 420
83,226   84,219 -993
2,998   2,148 850
2,340   1,977 363
1,874   1,399 475
1,139   840 299
1,740   1,241 499
90   78 12
24,995   24,905 90
    579 -579
937   474 463
70   70  
10,960   9,773 1,187
4,615   6,138 -1,523
    484 -484
50,181   23,033 27,148
1,131     1,131
25,994   25,152 842
234   78 156
7,660   4,992 2,668
2,583   1,341 1,242
246   114 132
2,197   1,405 792
348   271 77
9,787   10,877 -1,090
1,415   887 528
707   474 233
411   161 250
1,673   1,449 224
3,922   4,010 -88
1,402   1,003 399
1,627   1,387 240
2,024   1,482 542
38,547   40,269 -1,722
5,242   4,022 1,220
2,383   2,350 33
3   3  
2,730   1,734 996
2,228   1,255 973
760   673 87
706   708 -2
1,536   2,046 -510
    759 -759
178,759   179,858 -1,099
1,865   298 1,567
3   3  
1,679   596 1,083
11,472   5,089 6,383
458   219 239
2,374   1,589 785
2,300   1,580 720
1,692   1,339 353
55,153   59,578 -4,425
1,985   1,985  
62   51 11
288   215 73
1,848   1,565 283
171,315   174,402 -3,087
1,596   1,146 450
5,526   4,416 1,110
4,003   2,963 1,040
49,588   53,363 -3,775
22,006   14,850 7,156
192   152 40
3,684   3,174 510
2,386   5,118 -2,732
102   56 46
1,351   1,345 6
2,137   1,939 198
510   110 400
3,322   2,378 944
240   129 111
71,790   72,174 -384
3,829   1,699 2,130
5,896   5,042 854
789   401 388
226   175 51
1,708   1,141 567
6,368   4,867 1,501
59,578   55,153 4,425
487   302 185
48   37 11
2,786   1,931 855
2,544   1,767 777
318   252 66
4,337   3,151 1,186
2,878   2,303 575
1,001   762 239
14,258   15,098 -840
461   290 171
2,978   2,939 39
1,583   1,360 223
2   2  
2,200   2,001 199
2,910   2,801 109
762   3,005 -2,243
1,275   258 1,017
508   13,831 -13,323
802   517 285
150,765   150,305 460
254   162 92
9,489   7,515 1,974
5,037   2,285 2,752
135   79 56
1,585   1,097 488
8,070   4,967 3,103
55,153   59,669 -4,516
144   101 43
1,494   1,138 356
364   163 201
2,197   1,514 683
2,393   2,475 -82
246   135 111
159   128 31
1,965   1,440 525
951   998 -47
3,030   2,871 159
2   2  
124   121 3
205,629   125,912 79,717
2,376   2,001 375
2,412   2,379 33
254   994 -740
    1,063 -1,063
6   6  
111   92 19
91,145   96,260 -5,115
5     5
268   172 96
409   354 55
2,612   1,867 745
81   44 37
6,258   5,033 1,225
322   267 55
3,206   1,858 1,348
1,673   1,285 388
1,563   1,563  
51   41 10
2,776   2,856 -80
182   193 -11
2,757   2,623 134
2,992   2,118 874
21,021   16,582 4,439
3,597   3,643 -46
420   422 -2
5,394   5,057 337
18,471   11,529 6,942
166   129 37
627   629 -2
2,920   2,733 187
2,728   6,151 -3,423
12,394   27,219 -14,825
78   65 13
46,396   44,945 1,451
299,988   295,198 4,790
535   378 157
85   127 -42
95   58 37
187,257   188,262 -1,005
5,278   4,981 297
167   57 110
322   177 145
639   441 198
3,860   2,109 1,751
1,927   1,801 126
213   190 23
4,597   2,821 1,776
1,467   674 793
1,697   1,672 25
145   137 8
126   110 16
221   216 5
2,673   2,528 145
299,992   295,459 4,533
174,486   106,236 68,250
338   340 -2
2,718   2,550 168
4,622   2,628 1,994
3,072   6,928 -3,856
83   81 2
157,669   152,883 4,786
5   5  
200   118 82
282   131 151
1,975   987 988
611   544 67
257   193 64
1,025   641 384
1,629   1,670 -41
1,176   1,037 139
1,404   751 653
22,432   25,002 -2,570
37   40 -3
2,333   1,316 1,017
1,353   621 732
1,815   1,672 143
132,126   140,638 -8,512
40,486   42,110 -1,624
3,267   2,807 460
2,640   2,360 280
230   162 68
23,793   14,844 8,949
1,686   1,699 -13
2,737   2,641 96
697   697  
1,068   4,728 -3,660
72   61 11
4,118   4,242 -124
6   6  
212   214 -2
289   136 153
336   172 164
77   67 10
387   236 151
1,931   1,675 256
1,138   997 141
381   292 89
2,990   2,418 572
21,636   24,994 -3,358
6,706   7,528 -822
164   94 70
2,327   1,304 1,023
2,027   1,771 256
9,209   6,388 2,821
1,908   2,053 -145
1,995   1,722 273
997   3,178 -2,181
575   401 174
242   137 105
10   10  
3,024   2,733 291
548     548
336   484 -148
2,076     2,076
28,823   28,795 28
9,051   3,562 5,489
2,137   1,077 1,060
612   308 304
3,306   2,298 1,008
1,140   573 567
276   165 111
2,032   1,727 305
212   201 11
4,471   3,177 1,294
1,729   1,362 367
15,889   18,553 -2,664
172   142 30
1,367   1,120 247
1,961   1,176 785
2,901   2,557 344
105   73 32
271   169 102
23,867   24,461 -594
7,468   37,832 -30,364
1,240   783 457
1,744   1,823 -79
905   905  
326   549 -223
1,386     1,386
2,136   5,424 -3,288
98   98  
319   152 167
773   302 471
1,883   866 1,017
195   157 38
178   123 55
1,666   836 830
2,664   1,590 1,074
1,663   1,425 238
210   176 34
5,501   3,896 1,605
94   80 14
18,553   15,889 2,664
271   265 6
1,541   1,206 335
1,304   1,449 -145
80,002   73,914 6,088
8,765   6,243 2,522
2,185   1,374 811
1,404   1,220 184
1,803     1,803
64   37 27
341   275 66
222   211 11
753   1,282 -529
    1,042 -1,042
872     872
3,118   8,582 -5,464
106   51 55
303   146 157
2,358   1,463 895
1,459   1,156 303
6,677   3,549 3,128
1,298   765 533
35,158   39,346 -4,188
1,850   1,684 166
564   475 89
689   492 197
150   81 69
15,889   18,574 -2,685
2,567   2,063 504
3,422   2,628 794
5,511   3,656 1,855
72,979   78,990 -6,011
2,491   1,694 797
1,985   1,985  
1,884   1,541 343
746   1,878 -1,132
68   48 20
306   349 -43
1,574   1,559 15
716     716
1,178   13,573 -12,395
872   1,052 -180
5,436   8,360 -2,924
1,251   484 767
219   144 75
352   188 164
1,489   1,101 388
2,942   2,296 646
118   70 48
145   100 45
2,208   2,029 179
2,852   2,334 518
4,714   3,251 1,463
735   349 386
458   399 59
2,627   2,105 522
1,486   1,120 366
4,737   3,175 1,562
73,914   80,003 -6,089
6,728   3,384 3,344
5,361   5,321 40
687   687  
84,085   84,227 -142
108   82 26
392   310 82
667   667  
491     491
1,872     1,872
6,973   8,333 -1,360
117,671   147,235 -29,564
2,111   789 1,322
184   127 57
827   447 380
3,799   2,583 1,216
123   155 -32
1,639   1,303 336
1,137   570 567
1,167   1,079 88
3,059   2,166 893
1,129   905 224
200   95 105
129   81 48
1,984   1,558 426
1,609   1,120 489
3,732   2,538 1,194
479   374 105
2,742   1,353 1,389
3   3  
249,058   249,309 -251
2,668   28,532 -25,864
89   78 11
2,324   1,862 462
98   87 11
10   10  
3,748   12,422 -8,674
2,818   7,922 -5,104
129,743   42,188 87,555
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       1,164
c       49
d       491
e       52
      1,236
      35
      994
      330
      298
      208
      106
      203
      515
      212
      -1,257
      472
      130
      32
      7
      3,909
      189
      214
      13
      -2
      1,433
      5
      -53
      8,693
      143
      68
      1,456
      1,272
      52
      265
      -5,365
      74
      506
      1,434
      420
      -993
      850
      363
      475
      299
      499
      12
      90
      -579
      463
       
      1,187
      -1,523
      -484
      27,148
      1,131
      842
      156
      2,668
      1,242
      132
      792
      77
      -1,090
      528
      233
      250
      224
      -88
      399
      240
      542
      -1,722
      1,220
      33
       
      996
      973
      87
      -2
      -510
      -759
      -1,099
      1,567
       
      1,083
      6,383
      239
      785
      720
      353
      -4,425
       
      11
      73
      283
      -3,087
      450
      1,110
      1,040
      -3,775
      7,156
      40
      510
      -2,732
      46
      6
      198
      400
      944
      111
      -384
      2,130
      854
      388
      51
      567
      1,501
      4,425
      185
      11
      855
      777
      66
      1,186
      575
      239
      -840
      171
      39
      223
       
      199
      109
      -2,243
      1,017
      -13,323
      285
      460
      92
      1,974
      2,752
      56
      488
      3,103
      -4,516
      43
      356
      201
      683
      -82
      111
      31
      525
      -47
      159
       
      3
      79,717
      375
      33
      -740
      -1,063
       
      19
      -5,115
      5
      96
      55
      745
      37
      1,225
      55
      1,348
      388
       
      10
      -80
      -11
      134
      874
      4,439
      -46
      -2
      337
      6,942
      37
      -2
      187
      -3,423
      -14,825
      13
      1,451
      4,790
      157
      -42
      37
      -1,005
      297
      110
      145
      198
      1,751
      126
      23
      1,776
      793
      25
      8
      16
      5
      145
      4,533
      68,250
      -2
      168
      1,994
      -3,856
      2
      4,786
       
      82
      151
      988
      67
      64
      384
      -41
      139
      653
      -2,570
      -3
      1,017
      732
      143
      -8,512
      -1,624
      460
      280
      68
      8,949
      -13
      96
       
      -3,660
      11
      -124
       
      -2
      153
      164
      10
      151
      256
      141
      89
      572
      -3,358
      -822
      70
      1,023
      256
      2,821
      -145
      273
      -2,181
      174
      105
       
      291
      548
      -148
      2,076
      28
      5,489
      1,060
      304
      1,008
      567
      111
      305
      11
      1,294
      367
      -2,664
      30
      247
      785
      344
      32
      102
      -594
      -30,364
      457
      -79
       
      -223
      1,386
      -3,288
       
      167
      471
      1,017
      38
      55
      830
      1,074
      238
      34
      1,605
      14
      2,664
      6
      335
      -145
      6,088
      2,522
      811
      184
      1,803
      27
      66
      11
      -529
      -1,042
      872
      -5,464
      55
      157
      895
      303
      3,128
      533
      -4,188
      166
      89
      197
      69
      -2,685
      504
      794
      1,855
      -6,011
      797
       
      343
      -1,132
      20
      -43
      15
      716
      -12,395
      -180
      -2,924
      767
      75
      164
      388
      646
      48
      45
      179
      518
      1,463
      386
      59
      522
      366
      1,562
      -6,089
      3,344
      40
       
      -142
      26
      82
       
      491
      1,872
      -1,360
      -29,564
      1,322
      57
      380
      1,216
      -32
      336
      567
      88
      893
      224
      105
      48
      426
      489
      1,194
      105
      1,389
       
      -251
      -25,864
      11
      462
      11
       
      -8,674
      -5,104
      87,555
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 2 233,334
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 -36,977
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 954,330 19,291,422 0.049469
2011      
2010      
2009      
2008      
2 Total of line 1, column (d) ...................... 2 0.049469
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 0.049469
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 20,122,080
5 Multiply line 4 by line 3....................... 5 995,419
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 7,936
7 Add lines 5 and 6......................... 7 1,003,355
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,075,458
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 7,936
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 7,936
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 7,936
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 7,500
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 7,500
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 79
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 515
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)
    bulletPA
    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 addressbulletWWW.FCPARTNERSHIP.COM
    14
    The books are in care ofbulletRON BERNSTEIN Telephone no.bullet (267) 247-5584
    Located atbullet1456 FERRY ROAD SUITE 404DOYLESTOWNPA ZIP+4bullet18901
    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
     
    No
    .........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
    DR CHRISTINA CARSON-SACCOClick to see attachment DIRECTOR
    1.00     		0 0 0
    C/O 1456 FERRY ROAD SUITE 404
    DOYLESTOWN,PA18901
    DAVE THOMPSONClick to see attachment VICE CHAIRMA
    1.00     		0 0 0
    C/O 1456 FERRY ROAD SUITE 404
    DOYLESTOWN,PA18901
    GAIL FRIEDMANClick to see attachment DIRECTOR
    1.00     		0 0 0
    C/O 1456 FERRY ROAD SUITE 404
    DOYLESTOWN,PA18901
    JOSEPH STELLAClick to see attachment CHAIRMAN
    1.00     		0 0 0
    C/O 1456 FERRY ROAD SUITE 404
    DOYLESTOWN,PA18901
    KEVIN CRAWFORDClick to see attachment TREASURER
    1.00     		0 0 0
    C/O 1456 FERRY ROAD SUITE 404
    DOYLESTOWN,PA18901
    LINDA EARNSHAWClick to see attachment DIRECTOR
    1.00     		0 0 0
    C/O 1456 FERRY ROAD SUITE 404
    DOYLESTOWN,PA18901
    RON BERNSTEINClick to see attachment EXECUTIVE DI
    40.00     		198,790 41,371 0
    C/O 1456 FERRY ROAD SUITE 404
    DOYLESTOWN,PA18901
    DR RICHARD COEClick to see attachment DIRECTOR
    1.00     		0 0 0
    C/O 1456 FERRY ROAD SUITE 404
    DOYLESTOWN,PA18901
    STEVE DETWEILERClick to see attachment DIRECTOR
    1.00     		0 0 0
    C/O 1456 FERRY ROAD SUITE 404
    DOYLESTOWN,PA18901
    ROBERT ZAGERMANClick to see attachment TREASURER
    1.00     		0 0 0
    C/O 1456 FERRY ROAD SUITE 404
    DOYLESTOWN,PA18901
    PEGGY HANSELMANClick to see attachment DIRECTOR
    1.00     		0 0 0
    C/O 1456 FERRY ROAD SUITE 404
    DOYLESTOWN,PA18901
    KAREN LASORDAClick to see attachment DIRECTOR
    1.00     		0 0 0
    C/O 1456 FERRY ROAD SUITE 404
    DOYLESTOWN,PA18901
    NANCY MILLERClick to see attachment DIRECTOR
    1.00     		0 0 0
    C/O 1456 FERRY ROAD SUITE 404
    DOYLESTOWN,PA18901
    TOM HANNAClick to see attachment DIRECTOR
    1.00     		0 0 0
    C/O 1456 FERRY ROAD SUITE 404
    DOYLESTOWN,PA18901
    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
    CAROLINE SINTONClick to see attachment ASSOCIATE DI
    40.00     		58,055 18,010  
    C/O 1456 FERRY ROAD SUITE 404
    DOYLESTOWN,PA18901
    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 DEVELOPMENT OF COMMUNITY-FOCUSED, YOUTH-BASED SERVICES, LEARNING OPPORTUNITIES, PROVIDING GRANTS AND SCHOLARSHIPS, AND SUPPORTING COMMUNITY EDUCATION, RESEARCH AND TRAINING IN BEHAVORIAL HEALTH FOCUSED ON BUCKS COUNTY PENNSYLVANIA. THE ORGANIZATION PROVIDES 50 - 60 GRANTS A YEAR RANGING FROM 2,500 TO 10,000 PER GRANT. THE ORGANIZATION ALSO PROVIDES 15-20 SCHAOLARSHIPS A YEAR FOR AMOUNTS LESS THAN 1,000. THE ORGANIZATION PROVIDES 4 - 6 PROFESSIONAL EDUCATION WORKSHOPS PER YEAR FOR SOCIAL WORKERS, LICENSED COUNSELORS, PSYCHOLOGISTS, NBCC COUNSELORS, AND NURSES. THE ORGANIZATION RUNS SERVICE LEARNING INTERNSHIPS FOR COLLEGE STUDENTS FROM BUCKS COUNTY INTERESTED IN HUMAN SERVICE ORGANIZATIONS. APPROXIMATELY 20 STUDENTS ARE INCLUDED IN THE PROGRAM EACH SUMMER. 960,048
    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
    1,006,104
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    7,936
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    7,936
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    998,168
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    998,168
    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
    998,168
    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 7 998,168
    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.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012....... 6,372
    fTotal of lines 3a through e......... 6,372
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 1,075,458
    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..... 998,168
    e Remaining amount distributed out of corpus 77,290
    5 Excess distributions carryover applied to 2013.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 83,662
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		83,662
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012.... 6,372
    e Excess from 2013.... 77,290
    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:
    RON BERNSTEIN
    1456 FERRY ROAD SUITE 404
    DOYLESTOWN,PA18901
    (267) 247-5584
    bThe form in which applications should be submitted and information and materials they should include:
    ELECTRONIC SUBMISSION
    cAny submission deadlines:
    BUCKS INNOVATIVE AND IMPROVEMENT GRANTS - OCTOBER 15 AND APRIL 1 PARTNERSHIP IN YOUTH SERVICES GRANT
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    AWARDS ARE LIMITED TO THOSE SUPPORTING THE BEHAVIORAL HEALTH AND HUMAN SERVICE NEEDS OF CHILDREN AND YOUNG ADULTS IN BUCKS COUNTY, PENNSYLVANIA. THE GRANTS AND TECHNICAL ASSISTANCE ARE PROVIDED TO NON- PROFIT ORGANIZATIONS OPERATING IN BUCKS COUNTY, PENNSYLVANIA. SCHOLARSHIPS ARE PROVIDED TO BUCKS COUNTY, PENNSYLVANIA, HIGH SCHOOL SENIORS.
    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
    SOUJAUES SUNDRASAN
    1492 REVERE ROAD
    YARDLEY,PA19067     		  NON FOUND. SCHOLARSHIP 1,000
    BRIANNA KONGUES
    325 BROOK STREET
    BRISTOL,PA19007     		  NON FOUND. SCHOLARSHIP 1,000
    PARTH PATEL
    1206 WILLIAM PENN DRIVE
    BENSALEM,PA19020     		  NON FOUND. SCHOLARSHIP 1,000
    JOY KIM
    2292 STAFFORDSHIRE ROAD
    FURLONG,PA18925     		  NON FOUND. SCHOLARSHIP 1,000
    IDAN ZONSHIRE
    539 MOCKINGBIRD WAY
    WARRINGTON,PA18976     		  NON FOUND. SCHOLARSHIP 1,000
    KATY MA
    728 MARCUS CIRCLE
    WARRINGTON,PA18976     		  NON FOUND. SCHOLARSHIP 1,000
    JOELY HOUSE
    32 BAYSHORE DRIVE
    NEWTOWN,PA18940     		  NON FOUND. SCHOLARSHIP 1,000
    JASON MILLER
    43 MULBERRY DRIVE
    HOLLAND,PA18966     		  NON FOUND. SCHOLARSHIP 1,000
    HAILLE YARNELL
    3811 PARK AVENUE
    BRISTOL,PA19007     		  NON FOUND. SCHOLARSHIP 1,000
    EMILY MEYER
    201 EAST MAPLE AVENUE
    MORRISVILLE,PA19067     		  NON FOUND. SCHOLARSHIP 1,000
    COURTNEY OKWARA
    2 JASMINE ROAD
    LEVITTOWN,PA19056     		  NON FOUND. SCHOLARSHIP 1,000
    ALEXA BOTELIA
    106 AUTUMN TRACE
    NEW HOPE,PA18938     		  NON FOUND. SCHOLARSHIP 1,000
    EMILY WOLCOTT
    99 CREAMERY ROAD
    OTTSVILLE,PA18942     		  NON FOUND. SCHOLARSHIP 1,000
    UDDAMPREET ARORA
    514 CHERRYWOOD COURT
    PERKASIE,PA18944     		  NON FOUND. SCHOLARHSIP 1,000
    MORGAN LONG
    1111 KILE CIRCLE
    QUAKERTOWN,PA18951     		  NON FOUND. SCHOLARSHIP 1,000
    ALYSSA RUFFOLO
    719 WEST COUNTY LINE ROAD
    HATBORO,PA19040     		  NON FOUND. SCHOLARSHIP 1,000
    BUCKS COUNTY COMMUNITY COLLEGE FOUN
    275 SWAMP ROAD
    NEWTOWN,PA18940     		  NON FOUND. SCHOLARSHIPS 2,500
    CATALYST CENTER FOR NONPROFIT MANAG
    936 EASTON ROAD
    WARRINGTON,PA18976     		  NON FOUND. TECHNICAL ASSISTANCE 3,600
    PEARL S BUCK INTERNATIONAL
    520 DUBLIN ROAD
    PERKASIE,PA18944     		  NON FOUND. TECHNICAL ASSISTANCE 15,210
    A WOMANS PLACE
    PO BOX 299
    DOYLESTOWN,PA18901     		  NON FOUND. TECHNICAL ASSISTANCE 1,350
    BUCKS COUNTY CHILDRENS MUSEUM
    500 UNION SQUARE DRIVE
    NEW HOPE,PA18938     		  NON FOUND. TECHNICAL ASSISTANCE 2,250
    CHILD HOME AND COMMUNITY
    204 N WEST STREET 101
    DOYLESTOWN,PA18901     		  NON FOUND BUCKS INNOVATION AND IMPROVEMENT 10,000
    VALLEY YOUTH HOUSE
    829 LINDEN STREET
    ALLENTOWN,PA18101     		  NON FOUND. BUCKS INNOVATION AND IMPROVEMENT 10,000
    WOODS SERVICES FOUNDATION
    40 MARTIN GROSS DRIVE
    LANGHORNE,PA19047     		  FOUNDATION BUCKS INNOVATION AND IMPROVEMENT 12,129
    UPPER BUCKS YMCA
    401 FAIRVIEW AVENUE
    QUAKERTOWN,PA18951     		  NON FOUND. BUCKS INNOVATION AND IMPROVEMENT 10,000
    PEGASUS THERAPUTIC RIDING ACADEMY
    8297 BUSTLETON AVENUE
    PHILADELPHIA,PA19152     		  NON FOUND. BUCKS INNOVATION AND IMPROVEMENT 7,000
    COUNCIL ROCK SCHOOL DISTRICT
    30 N CHANCELLOR STREET
    NEWTOWN,PA18940     		  NON FOUND. BUCKS INNOVATION AND IMPROVEMENT 12,500
    BUCKS COUNTY SPCA
    1665 STREET ROAD
    LAHASKA,PA18931     		  NON FOUND. BUCKS INNOVATION AND IMPROVEMENT 11,795
    THE COMMUNITY CONSERVATORY OF MUSIC
    4459 WEST SWAMP ROAD
    DOYLESTOWN,PA18902     		  NON FOUND. BUCKS INNOVATION AND IMPROVEMENT 15,000
    AARK
    1531 UPPER STUMP ROAD
    CHALFONT,PA18914     		  NON FOUND. BUCKS INNOVATION AND IMPROVEMENT 10,000
    POTENTIAL INC
    170 PHEASANT RUN
    NEWTOWN,PA18940     		  NON FOUND BUCKS INNOVATION AND IMPROVEMENT 12,500
    SPECIAL EQUESTRIANS
    2800 STREET ROAD
    WARRINGTON,PA18976     		  NON FOUND. BUCKS INNOVATION AND IMPROVEMENT 12,500
    PEARL S BUCK INTERNATIONAL
    520 DUBLIN ROAD
    PERKASIE,PA18944     		  NON FOUND. BUCKS INNOVATION AND IMPROVEMENT 8,350
    CANCER SUPPORT COMMUNITY OF GREATER
    4100 CHAMOUNIX DRIVE
    PHILADELPHIA,PA19131     		  NON FOUND. BUCKS INNOVATION AND IMPROVEMENT 10,000
    A WOMANS PLACE
    PO BOX 299
    DOYLESTOWN,PA18901     		  NON FOUND. BUCKS INNOVATION AND IMPROVEMENT 10,000
    NETWORK OF VICTIMS ASSISTANCE
    2370 YORK ROAD SUITE B12
    JAMISON,PA18929     		  NON FOUND. BUCKS INNOVATION AND IMPROVEMENT 10,000
    ALDIE FOUNDATION
    11 WELDON DRIVE
    DOYLESTOWN,PA18901     		  FOUNDATION BUCKS INNOVATION AND IMPROVEMENT 10,000
    PEACE CENTER
    102 WEST MAPLE AVENUE
    LANGHORNE,PA19047     		  NON FOUND. BUCKS INNOVATION AND IMPROVEMENT 7,500
    CENTENNIAL SCHOOL DISTRICT
    433 CENTENNIAL ROAD
    WARMINSTER,PA18974     		  NON FOUND. BUCKS INNOVATION AND IMPROVEMENT 10,000
    BUCKS COUNTY COMM COLLEGE FOUND
    275 SWAMP ROAD
    NEWTOWN,PA18940     		  NON FOUND. BUCKS INNOVATION AND IMPROVEMENT 10,000
    CENTRAL BUCKS YMCA
    2500 LOWER STATE ROAD
    DOYLESTOWN,PA18901     		  NON FOUND. BUCKS INNOVATION AND IMPROVEMENT 10,000
    PEACE VALLEY HOLISTIC CENTER
    224 OLD LIMEKILN ROAD
    CHALFONT,PA18914     		  NON FOUND. BUCKS INNOVATION AND IMPROVEMENT 7,500
    THE NHP FOUNDATION
    122 EAST 42ND STREET STE
    NEW YORK,NY10168     		  FOUNDATION BUCKS INNOVATION AND IMPROVEMENT 10,000
    UNITED WAY OF BUCKS COUNTY
    413 HOOD BLVD
    FAIRLESS HILLS,PA19030     		  NON FOUND. BUCKS INNOVATION AND IMPROVEMENT 7,500
    KELLY ANNE DOLAN MEMORIAL FUND
    602 SOUTH BETHLEHEM PIKE
    AMBLER,PA19002     		  NON FOUND. BUCKS INNOVATION AND IMPROVEMENTS 10,000
    AMERICAN RED CROSS OF SE PENNSYLVAN
    2221 CHESTNUT STREET
    PHILADELPHIA,PA19103     		  NON FOUND. BUCKS INNOVATION AND IMPROVEMENT 10,000
    DANIELLE MORABITO
    1 CALDWELL CIRCLE
    NEWTOWN,PA18940     		  NON FOUND. SYC CREDIT 300
    CHRIS AXTEN
    1832 BADGER ROAD
    BENSALEM,PA19020     		  NON FOUND. SYC CREDIT 300
    JULIE WALDRON
    566 TAYLOR AVENUE
    NEWTOWN,PA18940     		  NON FOUND. SYC CREDIT 300
    KIM BRANIGAN
    64 NORTH NARMIC DRIVE
    HOLLAND,PA18966     		  NON FOUND. SYC CREDIT 300
    LAURA ALDERFER
    936 ROUTE 113
    SELLERSVILLE,PA18960     		  NON FOUND. PARTNERSHIP IN YOUTH SERVICE 300
    DANIELLE MORABITO
    1 CALDWELL CIRCLE
    NEWTOWN,PA18940     		  NON FOUND. MORRIS M DAVIS AWARD 1,500
    BRISTOL RIVERSIDE THEATRE
    120 RADCLIFFE STREET
    BRISTOL,PA19007     		  NON FOUND. PARTNERSHIP IN YOUTH SERVICE 3,000
    BUCKS COUNTY CHILDRENS MUSEUM
    500 UNION SQUARE DRIVE
    NEW HOPE,PA18938     		  NON FOUND. PARTNERSHIP IN YOUTH SERVICE 3,000
    GILDAS CLUB DELAWARE VALLEY INC
    200 KIRK ROAD
    WARMINSTER,PA18974     		  NON FOUND. PARTNERSHIP IN YOUTH SERVICE 3,000
    COUNCIL ROCK SCHOOL DISTRICT
    30 N CHANCELLOR STREET
    NEWTOWN,PA18940     		  NON FOUND. PARTNERSHIP IN YOUTH SERVICE 3,000
    CENTRAL BUCKS YMCA
    2500 LOWER STATE ROAD
    DOYLESTOWN,PA18901     		  NON FOUND. PARTNERSHIP IN YOUTH SERVICE 3,000
    ATHELETES HELPING ATHLETES
    PO BOX 172
    RICHBORO,PA18954     		  NON FOUND. PARTNERSHIP IN YOUTH SERVICE 3,000
    BOWMAN'S HILL WILDFLOWER PRESERVE
    PO BOX 685
    NEW HOPE,PA18938     		  NON FOUND. PARTNERSHIP YOUTH SERVICE 3,000
    CHANDLER HALL HEALTH SERVICES
    99 BARCLAY STREET
    NEWTOWN,PA18940     		  NON FOUND. PARTNERSHIP IN YOUTH SERVICE 3,000
    NHS CARES
    182 WEST BRIDGE STREET
    NEW HOPE,PA18938     		  NON FOUND. PARTNERSHIP IN YOUTH SERVICE 3,000
    PEACEFUL LIVING
    2210 SHELLY ROAD STE 2
    HARLEYSVILLE,PA19438     		  NON FOUND. PARTNERSHIP IN YOUTH SERVICE 3,000
    SENIOR ADULTS FOR GREATER EDUCATION
    120 N CHANCELLOR STREET
    NEWTOWN,PA18940     		  NON FOUND. PARTNERSHIP IN YOUTH SERVICE 3,000
    WOODS
    PO BOX 36
    LANGHORNE,PA19047     		  NON FOUND. PARTNERSHIP IN YOUTH SERVICE 3,000
    ROBERT JAMES LEONARD FOUNDATION
    123 BROAD STREET
    DOYLESTOWN,PA18901     		  FOUNDATION GENERAL DONATION 1,000
    HABITAT FOR HUMANITY
    31 OAK AVE 100
    CHALFONT,PA18914     		  NON FOUND. GENERAL DONATION 1,160
    SNIPES FARM AND EDUCATION CENTER
    890 WEST BRIDGE STREET
    MORRISVILLE,PA19067     		  NON FOUND. GENERAL DONATION 500
    NETWORK OF VICTIMS ASSISTANCE
    2370 YORK ROAD SUITE B12
    JAMISON,PA18929     		  NON FOUND. GENERAL DONATION 500
    COMMUNITY CONSERVATORY OF MUSIC
    4459 WEST SWAMP ROAD
    DOYLESTOWN,PA18902     		  NON FOUND. CAPITAL GRANT 10,000
    CENTRAL BUCKS SCHOOL DISTRICT
    16 WELDEN DRIVE
    DOYLESTOWN,PA18901     		  NON FOUND. CAPITAL GRANT 10,000
    VALLEY YOUTH HOUSE COMMITTEE INC
    829 LINDEN STREET
    ALLENTOWN,PA18101     		  NON FOUND. CAPITAL GRANT 10,000
    CHRIST'S HOME
    800 NORTH YORK ROAD
    WARMINSTER,PA18974     		  NON FOUND. CAPITAL GRANT 10,000
    CHANDLER HALL HEALTH SERVICES
    99 BARCLAY STREET
    NEWTOWN,PA18940     		  NON FOUND. CAPITAL GRANT 10,000
    BUCKS COUNTY ASSOCIATION FOR BLIND
    400 FREEDOM DRIVE
    NETOWN,PA18940     		  NON FOUND. CAPITAL GRANT 10,000
    BUCKS COUNTY CHILDRENS MUSEUM
    500 UNION SQUARE DRIVE
    NEW HOPE,PA18938     		  NON FOUND. CAPITAL GRANT 10,500
    DOYLESTOWN HOSPITAL
    595 WEST STATE STREET
    DOYLESTOWN,PA18901     		  NON FOUND. CAPITAL GRANT 8,500
    EASTER SEALS OF SOUTHEASTERN PA
    3975 CONSHOHOCKEN AVE
    PHILADELPHIA,PA18901     		  NON FOUND. CAPITAL GRANT 10,000
    MERCER MUSEUM OF BUCKS COUNTY HIST
    84 SOUTH PINE STREET
    DOYLESTOWN,PA18901     		  NON FOUND. CAPITAL GRANT 10,000
    THE NPH FOUNDATION
    122 EAST 42ND ST STE 3605
    NEW YORK,NY10168     		  FOUNDATION CAPITAL GRANT 10,000
    THE COUNCIL OF SOUTHEAST PA INC
    252 W SWAMP ROAD UNIT 12
    DOYLESTOWN,PA18901     		  NON FOUND. EMERGENCY GRANT 10,000
    DR P LIGHT
    1456 FERRY ROAD 404
    DOYLESTOWN,PA18901     		  NON FOUND. HONORARIUMS 500
    CARISA PARRY PARISH
    1456 FERRY ROAD 404
    DOYLESTOWN,PA18901     		  NON FOUND. HONORARIUM 650
    STEVEN KURTZ
    1456 FERRY ROAD 404
    DOYLESTOWN,PA18901     		  NON FOUND. HONORARIUM 500
    ROBERT SCHULTZ
    1456 FERRY ROAD 404
    DOYLESTOWN,PA18901     		  NON FOUND. HONORARIUM 500
    PATRICIA MILLER
    1456 FERRY ROAD 404
    DOYLESTOWN,PA18901     		  NON FOUND. HONORARIUM 500
    JANICE DOMIQUES PHD
    1456 FERRY ROAD 404
    DOYLESTOWN,PA18901     		  NON FOUND. HONORARIUM 500
    KEN SCHUSTER
    1456 FERRY ROAD 404
    DOYLESTOWN,PA18901     		  NON FOUND. HONORARIUM 500
    YWCA OF BUCKS COUNTY
    2425 TREVOSE ROAD
    BENSALEM,PA19053     		  NON FOUND. MATCHING GIFT PROGRAM 250
    GREATER PHILA DIAPER BANK
    1 YALE DRIVE
    RICHBORO,PA18954     		  NON FOUND. MATCHING GIFT PROGRAM 75
    ROBERT JAMES LEONARD FOUNDATION
    123 BROAD STREET
    DOYLESTOWN,PA18901     		  NON FOUND. MATCHING GIFT PROGRAM 75
    NEEDLEWORK GUILD OF AMERICA
    822 VETERANS WAY
    WARMINSTER,PA18974     		  NON FOUND. MATCHING GIFT PROGRAM 100
    NETWORK OF VICTIMS ASSISTANCE
    2370 YORK ROAD SUITE B12
    JAMISON,PA18929     		  NON FOUND. MATCHING GIFT PROGRAM 250
    Total .................................bullet 3a 460,744
    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 ............     		    14 135  
    4 Dividends and interest from securities....     14 718,697  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 233,334  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aPARTNERSHIP LOSSES         -4,652
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   952,166 -4,652
    13Total. Add line 12, columns (b), (d), and (e)..................
    13947,514
    (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:
    FOUNDATIONS COMMUNITY PARTNERSHIP
    EIN: 23-6299881
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT ACCOUNTING FEES 47,788 4,014   43,774

    TY 2013 CompensationExplanation
    Name:
    FOUNDATIONS COMMUNITY PARTNERSHIP
    EIN: 23-6299881
    Person Name Explanation
    DR CHRISTINA CARSON-SACCO  
    DAVE THOMPSON  
    GAIL FRIEDMAN  
    JOSEPH STELLA  
    KEVIN CRAWFORD  
    LINDA EARNSHAW  
    RON BERNSTEIN  
    DR RICHARD COE  
    STEVE DETWEILER  
    ROBERT ZAGERMAN  
    PEGGY HANSELMAN  
    KAREN LASORDA  
    NANCY MILLER  
    TOM HANNA  

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

    TY 2013 DepreciationSchedule
    Name:
    FOUNDATIONS COMMUNITY PARTNERSHIP
    EIN: 23-6299881
    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
    COMPUTER 2007-08-17 14,735 14,735 S/L 5.0000        
    PRINTER 2008-01-23 9,401 9,401 S/L 5.0000        
    TELEPHONE SYSTEM 2009-09-01 6,682 5,123 S/L 5.0000 1,337      
    FURNITURE 2009-09-30 23,789 12,744 S/L 7.0000 3,398      
    WINDOW TREATMENTS 2009-10-15 4,237 2,270 S/L 7.0000 605      
    BOARDROOM CREDENZA 2010-01-15 1,490 745 S/L 7.0000 213      
    MISC FURNITURE 2010-01-31 3,589 1,752 S/L 7.0000 513      
    BUILDING 2009-09-01 344,924 33,903 S/L 39.0000 8,844      
    BUILDING IMPROVEMENTS 2009-12-29 3,265 293 S/L 39.0000 84      
    LAND 2009-09-01 38,325              
    MEDIA EQUIPMENT 2010-10-14 2,139 932 S/L 7.0000 305      
    MEDIA EQUIP - TELEVISIONS 2010-11-09 1,098 460 S/L 7.0000 157      
    GLASS SHELVES 2010-11-16 650 240 S/L 7.0000 93      
    DISPLAY BOARD 2011-02-09 828 286 S/L 7.0000 118      
    DISPLAY BOARD 2011-04-13 828 266 S/L 7.0000 118      
    STORAGE CABINET 2011-06-22 1,151 329 S/L 7.0000 164      
    STORAGE CABINET 2011-08-29 1,151 301 S/L 7.0000 165      
    COUCH 2011-10-28 2,652 630 S/L 7.0000 379      
    CARPETING 2012-04-18 7,462 870 S/L 10.0000 746      
    NOTEBOOK COMPUTER 2012-06-13 1,923 417 S/L 5.0000 384      
    CONFERENCE ROOM CHAIRS 2013-03-01 6,683 318 S/L 7.0000 955      
    CONFERENCE ROOM CABINET 2013-06-01 3,855 46 S/L 7.0000 551      
    STORAGE CABINET 2014-06-11 980   S/L 7.0000 12      

    TY 2013 EmployeeCompensationExpln
    Name:
    FOUNDATIONS COMMUNITY PARTNERSHIP
    EIN: 23-6299881
    Employee Explanation
    CAROLINE SINTON  

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    FOUNDATIONS COMMUNITY PARTNERSHIP
    EIN: 23-6299881
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS    
    CERTIFICATES OF DEPOSITS    
    CLIFFS NAT RES INC 04/01/2021 98,632 98,632
    DOMTAR CORP NOTE 04/01/2012    

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    FOUNDATIONS COMMUNITY PARTNERSHIP
    EIN: 23-6299881
    Name of Stock End of Year Book Value End of Year Fair Market Value
    SEE ATTACHED STATEMENT 8,816,976 8,816,976
    FOR YEAR END DETAIL    
    MET LIFE 21,906 21,906

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    FOUNDATIONS COMMUNITY PARTNERSHIP
    EIN: 23-6299881
    US Government Securities - End of Year Book Value:

    2,123,129
    US Government Securities - End of Year Fair Market Value:

    2,123,129
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2013 InvestmentsOtherSchedule2
    Name:
    FOUNDATIONS COMMUNITY PARTNERSHIP
    EIN: 23-6299881
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ASPECT FUTURES ACCESS LLC FMV 130,488 130,488
    ML WINTON FUTURES ACCESS LLC FMV 164,050 164,050
    SKYBRIDGE MULTI ADVISOR HEDGE FUND P FMV 278,675 278,675
    PARTNERS GROUP PRIVATE EQUITY LLC FMV    
    PARTNERS GROUP PRIVATE FMV 303,960 303,960
    IRONWOOD MULTI-STRATGEY FUND LLC FMV 163,692 163,692
    RESOURCE REAL ESTATE OPPORTUNITY REI FMV 470,131 470,131
    MUTUAL FUNDS      
    MUT FUND - ALLIANCE BERNSTEIN FMV 133,994 133,994
    MT FUND - BLACKROCK STRATEGIC FMV 172,412 172,412
    MUT FUND - THORNBURG INTERNATIONAL FMV 111,548 111,548
    MUT FUND - PERMAL TACTICAL ALLOCATIO FMV    
    MUT FUND - PERMAL ALTERNATIVE CORE FMV 58,739 58,739
    MUT FUND - FIRST EAGLE GOLD FUND FMV 64,614 64,614
    MUT FUND - FIDELITY ADVANCE FLOATING FMV 923 923
    MUT FUND - FIDELITY ADVISOR REAL FMV 259,546 259,546
    MUT FUND - VAN ECK INT'L INVESTORS G FMV 37,934 37,934
    MUT FUND - LORD ABBOT SHORT FMV 575,898 575,898
    MUT FUND - OPPENHEIMER GOLD & SPECIA FMV 16,158 16,158
    MUT FUND - OPPENHEIMER INL BOND FUND FMV 49,043 49,043
    MUT FUND - WESTERN ASSET CORE PLUS FMV 232,435 232,435
    MUT FUND - IVY GLOBAL NATURAL RESOUR FMV 34,658 34,658
    MUT FUND - MAINSTAY MARKETFIELD FUND FMV 147,034 147,034
    MUT FUND - PIMCO UNCONSTRAINED BOND FMV 105,013 105,013
    MUT FUND - MAINSTAY UNCONSTRAINED FMV 498,253 498,253
    MUT FUND - MARKET VECTORS OIL SVS FMV 28,880 28,880
    MUT FUND - AMERICAN EURO PACIFIC GRO FMV 125,986 125,986
    MUT FUND - LOOMIS SAYLES INVT GRADE FMV 1,454,138 1,454,138
    MUT FUND - TEMPLETON GLBL BOND FD FMV 62,344 62,344
    MUT FUND - LOOMIS SAYLES STRATEGIC I FMV 364,510 364,510
    MUT FUND - FIXED INCOME SHARES C FMV 1,033,407 1,033,407
    MUT FUND - FIXED INCOME SHARES M FMV 1,022,265 1,022,265
    MUT FUND - VANGUARD MSCI EUROPEAN FMV 89,925 89,925
    MUT FUND - SUNAMERICAL SENIOR FMV 128,941 128,941
    ACCOUNTABLE HEALTHCARE STAFFING FMV 249,993 249,993

    TY 2013 LandEtcSchedule2
    Name:
    FOUNDATIONS COMMUNITY PARTNERSHIP
    EIN: 23-6299881
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
      443,512 105,205 338,307 338,307
      38,325   38,325 38,325


    TY 2013 LegalFeesSchedule
    Name:
    FOUNDATIONS COMMUNITY PARTNERSHIP
    EIN: 23-6299881
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT LEGAL FEES 7,205     7,205


    TY 2013 OtherAssetsSchedule
    Name:
    FOUNDATIONS COMMUNITY PARTNERSHIP
    EIN: 23-6299881
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
      15,027 9,360 9,360


    TY 2013 OtherExpensesSchedule
    Name:
    FOUNDATIONS COMMUNITY PARTNERSHIP
    EIN: 23-6299881
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    ADVERTISING 6,171     6,171
    COMPUTER EXPENSE 4,887     4,887
    EQUIPMENT RENTAL 3,279     3,279
    INSURANCE 11,570     11,570
    LICENSES AND PERMITS 70     70
    OFFICE EXPENSE 22,841     22,841
    REPAIRS AND MAINTENANCE 4,442     4,442
    TELEPHONE AND INTERNET 6,763     6,763
    WORKSHOPS 28,025     28,025


    TY 2013 OtherIncomeSchedule2
    Name:
    FOUNDATIONS COMMUNITY PARTNERSHIP
    EIN: 23-6299881
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP LOSSES -4,652   -4,652


    TY 2013 OtherIncreasesSchedule
    Name:
    FOUNDATIONS COMMUNITY PARTNERSHIP
    EIN: 23-6299881
    Description Amount
    UNREALIZED GAINS 1,445,640


    TY 2013 OtherLiabilitiesSchedule
    Name:
    FOUNDATIONS COMMUNITY PARTNERSHIP
    EIN: 23-6299881
    Description Beginning of Year - Book Value End of Year - Book Value
    ACCRUED EXCISE TAX 6,613 436


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    FOUNDATIONS COMMUNITY PARTNERSHIP
    EIN: 23-6299881
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT 131,183 131,183    
    OTHER PROFESSIONAL FEES 63,636     63,636


    TY 2013 TaxesSchedule
    Name:
    FOUNDATIONS COMMUNITY PARTNERSHIP
    EIN: 23-6299881
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 3,478 3,478    
    EXCISE TAX 8,123     8,123