Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
NECKERMAN WILLIAM M JR CHARITABLE
 

Number and street (or P.O. box number if mail is not delivered to street address)42 MCCLURG ROAD   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
YOUNGSTOWN, OH44512
A Employer identification number

45-6830857
B Telephone number (see instructions)

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$2,519,634J 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 9 9  
4 Dividends and interest from securities...... 59,490 59,490  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 119,422
b Gross sales price for all assets on line 6a 935,968
7 Capital gain net income (from Part IV, line 2)... 119,422
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 178,921 178,921  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 20,549 14,384   6,165
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 1,640 410 0 1,230
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions) Click to see attachment 584 254   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 200     200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 22,973 15,048 0 7,595
25 Contributions, gifts, grants paid........ 59,500 59,500
26 Total expenses and disbursements. Add lines 24 and 25 82,473 15,048 0 67,095
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 96,448
b Net investment income (if negative, enter -0-) 163,873
c Adjusted net income (if negative, enter -0-)... 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.......... 101,302 47,984 47,984
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 874,850 Click to see attachment1,032,526 1,165,257
c Investments—corporate bonds (attach schedule)........ 1,015,815 Click to see attachment1,015,815 1,010,178
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 258,863 Click to see attachment250,948 296,215
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) 2,250,830 2,347,273 2,519,634
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......... 2,250,830 2,347,273
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).................... 2,250,830 2,347,273
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 2,250,830 2,347,273
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 2,250,830
2 Enter amount from Part I, line 27a..................... 2 96,448
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 2,347,278
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 5
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 2,347,273
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 300. ABBOTT LABS COM   2012-10-11 2013-02-07
b 300. ABBVIE INC   2012-10-11 2013-11-21
c 305. ABBVIE INC   2013-05-31 2013-11-21
d 255. AMERISOURCEBERGEN CORP   2012-04-16 2013-05-31
e 20. APPLE COMPUTER INC   2012-04-16 2013-06-14
20. APPLE COMPUTER INC   2012-10-11 2013-08-15
510. AQUA AMERICA INC   2012-04-16 2013-01-02
205. ASHLAND INC NEW   2013-02-06 2013-05-31
10. CBS CORP NEW B   2013-02-07 2013-05-31
.444 CST BRANDS INC   2013-03-07 2013-05-16
59. CST BRANDS INC   2013-03-07 2013-05-31
415. CA INC   2012-04-16 2013-03-07
85. CHEVRONTEXACO CORP   2012-04-16 2013-08-05
320. DTE ENERGY CO   2013-05-31 2013-07-05
150. DEERE & CO COM   2012-05-04 2013-05-31
150. DEERE & CO COM   2012-10-11 2013-05-31
280. EBAY INC   2013-04-16 2013-05-31
245. GLAXOSMITHKLINE PLC   2012-04-16 2013-07-11
375. GLAXOSMITHKLINE PLC   2013-05-31 2013-07-11
55. HERSHEY FOODS CORP COM   2012-10-11 2013-02-07
115. HERSHEY FOODS CORP COM   2012-10-11 2013-05-31
180. HERSHEY FOODS CORP COM   2012-04-16 2013-05-31
460. HOME DEPOT INC COM   2012-10-11 2013-03-07
130. HONEYWELL INTERNATIONAL INC   2012-10-11 2013-04-24
200. ILLINOIS TOOL WORKS INC COM   2012-10-11 2013-04-24
200. ILLINOIS TOOL WORKS INC COM   2012-04-16 2013-04-24
50. INTERNATIONAL BUSINESS MACHINES   2012-04-16 2013-06-14
1515. ISHARES U.S. HOME CONSTRUCTION ETF INDEX   2013-03-07 2013-05-31
5. JOHNSON & JOHNSON COM   2012-04-16 2013-05-31
445. KROGER CO   2012-05-04 2013-05-31
280. KROGER CO   2012-12-10 2013-08-05
30. KROGER CO   2012-05-04 2013-08-05
315. LOCKHEED MARTIN CORPORATION   2013-03-07 2013-05-31
200. LOCKHEED MARTIN CORPORATION   2013-03-07 2013-08-13
500. LOEWS CORP   2012-10-11 2013-05-31
110. NEXTERA ENERGY INC   2012-04-16 2013-05-31
510. NIKE INC CL B   2012-10-11 2013-02-07
390. ORACLE CORP COM   2012-04-16 2013-04-16
70. PARKER-HANNIFIN CORP   2013-04-24 2013-05-31
107. PARKER-HANNIFIN CORP   2013-04-24 2013-11-01
80. PHILIP MORRIS INTL INC   2012-10-11 2013-02-07
525. PHILLIPS 66   2012-10-11 2013-05-31
185. PRAXAIR INC COM   2012-10-11 2013-05-31
100. PRAXAIR INC COM   2012-04-16 2013-05-31
355. PROCTER & GAMBLE CO COM   2012-10-11 2013-05-31
1260. PROGRESSIVE CORP   2012-10-11 2013-05-31
175. QUALCOMM INC   2012-05-04 2013-10-02
416. QUALCOMM INC   2013-05-31 2013-10-02
160. SCHLUMBERGER LTD COM   2012-04-16 2013-06-20
275. SCHLUMBERGER LTD COM   2013-05-31 2013-06-20
45. SIMON PROPERTY GROUP INC   2012-04-16 2013-05-31
205. STRYKER CORP COM   2012-04-16 2013-05-31
185. STRYKER CORP COM   2012-10-11 2013-05-31
535. VALERO ENERGY CORP NEW   2013-03-07 2013-05-31
295. VERIZON COMMUNICATIONS   2012-04-16 2013-05-31
210. VERIZON COMMUNICATIONS   2012-10-11 2013-05-31
140. WAL MART STORES INC COM   2012-05-04 2013-05-31
240. WELLS FARGO & CO NEW   2012-10-11 2013-02-07
460. WELLS FARGO & CO NEW   2013-05-31 2013-10-01
325. WELLS FARGO & CO NEW   2012-04-16 2013-10-01
760. WILLIAMS COMPANIES   2012-10-11 2013-03-07
300. YUM! BRANDS INC   2012-10-11 2013-04-25
CAPITAL GAIN DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 10,219   10,052 167
b 14,484   10,900 3,584
c 14,726   11,432 3,294
d 13,874   9,565 4,309
e 8,676   11,720 -3,044
10,007   12,936 -2,929
13,234   11,123 2,111
18,083   16,082 2,001
503   420 83
15   15  
1,845   2,036 -191
10,340   11,084 -744
10,530   8,644 1,886
20,787   19,839 948
13,165   12,047 1,118
13,165   12,365 800
15,232   13,752 1,480
12,849   11,177 1,672
19,667   18,251 1,416
4,401   3,907 494
10,290   8,168 2,122
16,106   11,173 4,933
32,272   25,753 6,519
9,723   7,900 1,823
12,784   11,792 992
12,784   11,074 1,710
10,217   10,222 -5
37,265   32,869 4,396
427   320 107
15,136   10,328 4,808
10,974   7,495 3,479
1,176   696 480
33,714   29,000 4,714
24,712   17,786 6,926
23,036   20,232 2,804
8,396   6,907 1,489
27,673   25,638 2,035
12,972   11,209 1,763
7,045   6,245 800
12,388   9,546 2,842
7,110   7,338 -228
35,442   23,861 11,581
21,352   19,375 1,977
11,542   11,297 245
27,511   24,300 3,211
32,366   28,060 4,306
11,752   10,766 986
27,937   25,897 2,040
11,588   10,846 742
19,917   20,002 -85
7,606   6,632 974
13,798   11,115 2,683
12,452   9,737 2,715
22,074   22,826 -752
14,573   11,054 3,519
10,374   9,664 710
10,510   8,236 2,274
8,298   8,570 -272
18,998   17,988 1,010
13,422   10,800 2,622
26,008   25,845 163
20,285   20,637 -352
      6,161
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       167
b       3,584
c       3,294
d       4,309
e       -3,044
      -2,929
      2,111
      2,001
      83
       
      -191
      -744
      1,886
      948
      1,118
      800
      1,480
      1,672
      1,416
      494
      2,122
      4,933
      6,519
      1,823
      992
      1,710
      -5
      4,396
      107
      4,808
      3,479
      480
      4,714
      6,926
      2,804
      1,489
      2,035
      1,763
      800
      2,842
      -228
      11,581
      1,977
      245
      3,211
      4,306
      986
      2,040
      742
      -85
      974
      2,683
      2,715
      -752
      3,519
      710
      2,274
      -272
      1,010
      2,622
      163
      -352
       
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 2 119,422
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 15,004 1,831,692 0.008191
2011      
2010      
2009      
2008      
2 Total of line 1, column (d) ...................... 2 0.008191
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 0.008191
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 2,393,381
5 Multiply line 4 by line 3....................... 5 19,604
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,639
7 Add lines 5 and 6......................... 7 21,243
8 Enter qualifying distributions from Part XII, line 4.............. 8 67,095
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 1,639
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 1,639
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,639
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a  
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 36
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,675
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOH
    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 addressbullet  
    14
    The books are in care ofbulletFARMERS TRUST COMPANY Telephone no.bullet (330) 743-7000
    Located atbullet42 MCCLURG ROADYOUNGSTOWNOH ZIP+4bullet44512
    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
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    FARMERS TRUST COMPANY CO-TRUSTEE
    1     		20,549    
    42 MCCLURG ROAD
    YOUNGSTOWN,OH44512
    RYERSON W DALTON TRUST ADVISOR
    1     		0    
    922 RAVINE DRIVE
    YOUNGSTOWN,OH44505
    JAMES H SISEK TRUST ADVISOR
    1     		0    
    42 MCCLURG ROAD
    YOUNGSTOWN,OH44512
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    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
    119,669
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    1,639
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,639
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    118,030
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    118,030
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    118,030
    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 7 118,030
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 55,926
    b Total for prior years:2011, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 0
    b From 2009....... 0
    c From 2010....... 0
    d From 2011....... 0
    e From 2012....... 0
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 67,095
    a Applied to 2012, but not more than line 2a 55,926
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2013 distributable amount..... 11,169
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2013. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		106,861
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2009.... 0
    b Excess from 2010.... 0
    c Excess from 2011.... 0
    d Excess from 2012.... 0
    e Excess from 2013.... 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    FARMERS TRUST COMPANY
    42 MCCLURG ROAD
    YOUNGSTOWN,OH44512
    (330) 743-7000
    bThe form in which applications should be submitted and information and materials they should include:
    WRITTEN APPLICATION STATING PURPOSE.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    LIMITED TO RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES WITHIN THE MEANING OF THOSE TERMS AS USED IN IRS SECTION 501(C)(3).
    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
    JUNIOR ACHIEVEMENT
    MAHONING VALLEY
    1601 MOTOR INN DR 305
    GIRARD,OH44420     		N/A CHARITY SUPPORT PROGRAM 3,000
    UNITED WAY OF YOUNGSTOWN
    MAHONING VALLEY
    255 WATT STREET
    YOUNGSTOWN,OH44505     		N/A CHARITY SUPPORT PROGRAM 1,000
    YOUNGSTOWN FOUNDATION
    PROTESTANT FAMILY SVC
    496 GLENWOOD
    YOUNGSTOWN,OH44502     		N/A CHARITY SUPPORT PROGRAM 4,000
    SILVER LINING CANCER FUND
    PO BOX 401
    CANFIELD,OH44406     		N/A CHARITY SUPPORT PROGRAM 5,000
    YOUNGSTOWN STATE UNIVERSITY
    ONE UNIVERSITY PLAZA
    YOUNGSTOWN,OH44555     		NA PUBLIC CHARITY SUPPORT PROGRAM 1,000
    MAHONING VALLEY HISTORICAL
    SOCIETY
    628 WICK AVENUE
    YOUNGSTOWN,OH44502     		NA PUBLIC CHARITY SUPPORT PROGRAM 15,000
    ALS THERAPY DEVELOPMENT
    INSTITUTE
    300 TECHNOLOGY SQUARE STE 400
    CAMBRIDGE,MA02139     		NA PUBLIC CHARITY SUPPORT PROGRAM 500
    YOUNGSTOWN BUSINESS INCUBATOR
    241 W FEDERAL STREET
    YOUNGSTOWN,OH44503     		N/A PUBLIC CHARITY PROGRAM SUPPORT 10,000
    RICH CENTER FOR AUTISM
    ATTENTION LISA LONG
    1 UNIVERSITY PLAZA
    YOUNGSTOWN,OH44555     		N/A PUBLIC CHARITY SUPPORT PROGRAM 5,000
    STAMBAUGH AUDITORIUM
    ATTENTION WILLIAM CONTI
    1000 FIFTH AVENUE
    YOUNGSTOWN,OH44504     		N/A PUBLIC CHARITY CAPITAL RENOVATIONS 5,000
    BLARNEY FOR ANGELMAN FOUNDATION
    ATTENTION SUZANNE FITZGERALD
    2555 ASHURST ROAD
    UNIVERSITY HEIGHTS,OH44118     		N/A PUBLIC CHARITY SUPPORT PROGRAM 5,000
    CHILDREN'S REHABILITATION CENTER
    885 HOWLAND-WILSON ROAD NE
    WARREN,OH44484     		N/A PUBLIC CHARITY SUPPORT PROGRAM 5,000
    Total .................................bullet 3a 59,500
    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 9  
    4 Dividends and interest from securities....     14 59,484  
    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 .............     		    18 119,428  
    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)..   178,921  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13178,921
    (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:
    NECKERMAN WILLIAM M JR CHARITABLE
    EIN: 45-6830857
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,640 410   1,230

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    NECKERMAN WILLIAM M JR CHARITABLE
    EIN: 45-6830857
    Name of Bond End of Year Book Value End of Year Fair Market Value
    100,000 AT&T 0.875% 2/13/15 100,443 100,211
    100,000 BECTON DICKINSON 3.125 103,250 96,936
    100,000 BROADCOM CORP 2.700% 103,909 101,193
    100,000 COCA COLA 1.800% 102,750 102,402
    100,000 JPMORGAN CHASE 4.250% 103,857 106,004
    100,000 MERCK & CO 1.100% 101,000 97,199
    100,000 MORGAN STANLEY 5.625% 98,658 113,669
    100,000 PACIFICORP 2.950% 100,490 96,118
    100,000 PHILLIP MORRIS 1.625% 100,518 100,121
    100,000 TEXAS INSTRUM 1.650% 100,940 96,325

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    NECKERMAN WILLIAM M JR CHARITABLE
    EIN: 45-6830857
    Name of Stock End of Year Book Value End of Year Fair Market Value
    300 SHS ABBOTT LABS    
    595 SHS AMERISOURCBERGEN CO 24,259 41,834
    55 SHS APPLE COMPUTER INC 26,958 30,856
    510 SHS AQUA AMERICA INC    
    415 SHS CA INC    
    175 SHS CHEVRON CORP 19,977 21,859
    230 SHS DTE ENERGY CO    
    300 SHS DEERE & CO    
    245 SHS EBAY INC    
    1,375 SHS GENERAL ELECTRIC 29,204 38,541
    460 SHS GLAXOSMITHKLINE PLC    
    350 SHS THE HERSHEY CO    
    460 SHS HOME DEPOT INC    
    270 SHS HONEYWELL INTL 15,559 24,670
    400 SHS ILLINOIS TOOL WORKS    
    105 SHS IBM 21,854 19,695
    380 SHS JOHNSON & JOHNSON 25,253 34,804
    635 SHS KROGER CO 15,355 25,102
    270 SHS LOCKHEED MARTIN COR    
    500 SHS LOEWS CORP    
    925 SHS MICROSOFT CORP 28,115 34,604
    110 SHS NEXTERA ENERGY INC    
    510 SHS NIKE INC CL B    
    390 SHS ORACLE CORP    
    520 SHS PNC FINL SVCS GR IN 34,613 40,342
    235 SHS PHILLIP MORRIS INTL 21,018 20,476
    525 SHS PHILLIPS 66    
    285 SHS PRAXAIR INC    
    355 SHS PROCTOR & GAMBLE CO    
    1,260 SHS PROGRESSIVE CORP    
    416 SHS QUALCOMM INC    
    365 SHS SCHLUMBERGER LTD    
    390 SHS STRYKER CORP    
    505 SHS VERIZON COMMUNICATI    
    360 SHS WAL MART STORES INC 26,196 28,328
    740 SHS WELLS FARGO & CO    
    760 SHS WILLIAMS COMPANIES    
    300 SHS YUM! BRANDS INC    
    790 SHS INVESCO PLC NEW 26,807 28,756
    610 SHS AT&T INC 21,649 21,448
    660 SHS ALLSTATE CORP 30,793 35,996
    815 SHS AUTOMATIC DATA PROC 56,527 65,851
    645 SHS CBS CORP NEW B 27,065 41,112
    675 SHS CINCINNATI FIN CORP 32,352 35,350
    1,335 SHS CISCO SYS INC 31,467 29,944
    630 SHS CITIGROUP INC NEW 32,194 32,829
    1,000 SHS D R HORTON INC 20,395 22,320
    385 SHS DU PONT E I DE NEMOU 21,899 25,013
    280 SHS EASTMAN CHEM 22,089 22,596
    290 SHS HELMERICH & PAYNE 22,975 24,383
    1,745 SHS INTEL CORP 39,873 45,291
    1,670 SHS KINDER MORGAN CL P 63,120 60,120
    490 SHS KRAFT FOODS GR 26,926 26,416
    1,005 SHS LEGGETT & PLATT 33,501 31,095
    400 SHS LILLY ELI & CO 21,516 20,400
    480 SHS NUCOR CORP 20,943 25,622
    218 SHS PARKER-HANNIFIN CORP 19,450 28,044
    206 SHS QUANTA SERVICES INC 6,334 6,501
    932 SHS ROBERT HALF INTL 36,284 39,135
    400 SHS ROYAL DUTCH SHELL A 26,836 28,508
    200 SHS SMUCKER J M CO NEW 21,344 20,724
    2,170 SHS STAPLES INC 32,723 34,481
    515 SHS WASTE MANAGEMENT INC 21,774 23,108
    315 SHS WELLPOINT INC 27,329 29,103

    TY 2013 InvestmentsOtherSchedule2
    Name:
    NECKERMAN WILLIAM M JR CHARITABLE
    EIN: 45-6830857
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    168.775 SHS COHEN & STEERS AT COST 11,075 10,602
    1,141.837 SHS EUROPACIFIC GR AT COST 44,425 55,927
    1,065.000 SHS ISHARES DOW JONE      
    1,004.824 SHS OPPENHEIMER DEV AT COST 33,325 37,751
    1,659.193 SHS PIMCO COMM REAL AT COST 11,100 9,109
    3,060.147 SHS RIDGEWORTH MID AT COST 33,325 41,710
    377.783 SHS T ROWE PRICE M-C AT COST 22,225 27,495
    1,598.962 SHS T ROWE PRICE SC AT COST 55,500 71,250
    125.000 SHS SIMON PROPERTY AT COST 19,033 19,020
    575.000 SHS SPDR S&P REG BK AT COST 20,940 23,351

    TY 2013 OtherDecreasesSchedule
    Name:
    NECKERMAN WILLIAM M JR CHARITABLE
    EIN: 45-6830857
    Description Amount
    ROUNDING 5


    TY 2013 OtherExpensesSchedule
    Name:
    NECKERMAN WILLIAM M JR CHARITABLE
    EIN: 45-6830857
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE OF OHIO FILING FEE 200 0   200


    TY 2013 TaxesSchedule
    Name:
    NECKERMAN WILLIAM M JR CHARITABLE
    EIN: 45-6830857
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 108 108   0
    FEDERAL TAX PAYMENT - PRIOR YE 330 0   0
    FOREIGN TAXES ON QUALIFIED FOR 146 146   0