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
A C BIRD EST UNIVERSITY MAINE ETAL TR CO
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1297 CHURCH ST STATION   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10008
A Employer identification number

13-6192467
B Telephone number (see instructions)

(212) 454-3785
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$1,988,926J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 42,405 42,405  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 63,950
b Gross sales price for all assets on line 6a 547,984
7 Capital gain net income (from Part IV, line 2)... 63,950
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)....... Click to see attachment 30   30
12 Total. Add lines 1 through 11........ 106,385 106,355 30
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 21,974 10,987   10,987
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).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions) Click to see attachment 2,903 373   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 24,877 11,360 0 10,987
25 Contributions, gifts, grants paid........ 91,542 91,542
26 Total expenses and disbursements. Add lines 24 and 25 116,419 11,360 0 102,529
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -10,034
b Net investment income (if negative, enter -0-) 94,995
c Adjusted net income (if negative, enter -0-)... 30
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.......... 85,973 57,201 57,201
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)........ 808,482 Click to see attachment921,189 1,352,618
c Investments—corporate bonds (attach schedule)........ 565,949 Click to see attachment569,869 560,181
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 109,309 Click to see attachment19,259 18,926
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,569,713 1,567,518 1,988,926
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......... 1,569,713 1,567,518
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).................... 1,569,713 1,567,518
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 1,569,713 1,567,518
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 1,569,713
2 Enter amount from Part I, line 27a..................... 2 -10,034
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 13,153
4 Add lines 1, 2, and 3.......................... 4 1,572,832
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 5,314
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 1,567,518
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 25. AMERICAN TOWER CORP CL A REIT   2007-12-07 2013-06-28
b 23. AMERICAN TOWER CORP CL A REIT   2007-12-07 2013-07-01
c 16. AMERICAN TOWER CORP CL A REIT   2007-12-07 2013-07-02
d 17. AMERICAN TOWER CORP CL A REIT   2008-09-03 2013-07-03
e 4. AMERICAN TOWER CORP CL A REIT   2008-09-03 2013-07-05
10. AMERIPRISE FINANCIAL INC COM   2011-02-14 2013-03-06
5. ANADARKO PETE CORP COM   2010-10-26 2013-01-14
18. ANADARKO PETE CORP COM   2009-05-01 2013-10-11
11. ANADARKO PETE CORP COM   2009-05-01 2013-10-14
16. ANADARKO PETE CORP COM   2009-05-01 2013-10-15
5. ANADARKO PETE CORP COM   2009-05-01 2013-10-16
4. APPLE COMPUTER INC COM   2006-05-18 2013-01-14
2. APPLE COMPUTER INC COM   2006-05-18 2013-01-15
8. APPLE COMPUTER INC COM   2006-05-18 2013-06-26
10. APPLE COMPUTER INC COM   2006-05-18 2013-06-27
6. APPLE COMPUTER INC COM   2006-05-18 2013-07-23
6380. ARTIO GLOBAL HIGH INCOME FUND   2010-06-04 2013-03-06
250. IPATH DOW JONES UBS COMMODITY INDEX TOTAL RETURN ETN   2012-02-23 2013-03-06
225. IPATH DOW JONES UBS COMMODITY INDEX TOTAL RETURN ETN   2012-07-18 2013-03-06
875. IPATH DOW JONES UBS COMMODITY INDEX TOTAL RETURN ETN   2010-03-19 2013-07-08
230. IPATH DOW JONES UBS COMMODITY INDEX TOTAL RETURN ETN   2009-09-30 2013-08-09
80. BED BATH & BEYOND INC COM   2011-07-18 2013-04-17
655. BLACKROCK INFLATION PROTECTED BOND PORTFOLIO   2012-05-18 2013-12-27
23. BROADCOM CORP CL A   2013-07-10 2013-12-16
3. BROADCOM CORP CL A   2013-07-10 2013-12-17
4. BROADCOM CORP CL A   2013-07-10 2013-12-17
13. BROADCOM CORP CL A   2013-07-10 2013-12-17
27. BROADCOM CORP CL A   2013-02-21 2013-12-17
23. BROADCOM CORP CL A   2012-07-17 2013-12-17
22. BROADCOM CORP CL A   2012-07-17 2013-12-18
90. CAMERON INTL CORP COM   2013-10-14 2013-10-30
7. CAREFUSION CORP COM   2011-05-11 2013-06-17
8. CAREFUSION CORP COM   2011-05-11 2013-06-18
10. CELGENE CORP   2006-05-18 2013-03-12
15. CELGENE CORP   2006-05-18 2013-06-27
5. CELGENE CORP   2006-05-18 2013-09-11
10. CELGENE CORP   2013-07-08 2013-09-11
5. CELGENE CORP   2006-05-18 2013-10-18
10. CELGENE CORP   2006-05-18 2013-12-05
20. CITRIX SYS INC COM   2012-06-27 2013-03-21
29. COACH INC COM   2011-10-31 2013-05-08
56. COACH INC COM   2011-11-30 2013-05-08
21. CONCHO RESOURCES INC COM   2012-02-16 2013-12-10
7. CONCHO RESOURCES INC COM   2013-05-17 2013-12-11
4. CONCHO RESOURCES INC COM   2011-11-03 2013-12-11
3. CONCHO RESOURCES INC COM   2013-05-17 2013-12-12
10. COSTCO WHOLESALE CORP NEW COM   2012-02-21 2013-03-06
10. COSTCO WHOLESALE CORP NEW COM   2011-05-24 2013-03-12
15. COSTCO WHOLESALE CORP NEW COM   2011-05-24 2013-03-20
135. E M C CORP MASS   2007-07-12 2013-06-26
14. E M C CORP MASS   2007-07-12 2013-09-27
40. E M C CORP MASS   2013-07-08 2013-09-27
171. E M C CORP MASS   2007-07-12 2013-09-30
71. E M C CORP MASS   2010-06-21 2013-11-04
119. E M C CORP MASS   2010-06-21 2013-11-05
5. EOG RES INC COM   2010-07-08 2013-01-14
10. EOG RES INC COM   2011-01-19 2013-01-30
25. EOG RES INC COM   2011-01-19 2013-05-17
1035. EATON VANCE STRUCTURED EMERGING MKTS   2011-05-25 2013-03-06
2100. EATON VANCE STRUCTURED EMERGING MKTS   2011-03-21 2013-08-09
10. EXPRESS SCRIPTS HLDG CO COM   2007-06-13 2013-09-11
40. FREEPORT MCMORAN COPPER & GOLD INC CL B   2010-07-14 2013-02-21
15. GNC HOLDINGS INC COM CL A   2012-04-03 2013-03-06
138. GENERAL ELEC CO COM   2012-01-09 2013-06-27
107. GENERAL ELEC CO COM   2012-01-09 2013-06-28
30. GILEAD SCIENCES INC COM   2013-07-08 2013-09-11
15. GILEAD SCIENCES INC COM   2013-06-27 2013-10-18
24. HILLSHIRE BRANDS CO COM   2013-02-25 2013-09-10
11. HILLSHIRE BRANDS CO COM   2013-02-22 2013-09-11
48. INTERNATIONAL BUSINESS MACHINES CORP COM   2009-03-26 2013-11-06
60. INTERNATIONAL PAPER COMPANY COM   2013-09-11 2013-10-30
10. INTUIT INC COM   2013-09-20 2013-12-18
1610. ISHARES GOLD TRUST   2012-10-12 2013-05-14
10. KRAFT FOODS GROUP INC COM   2011-09-27 2013-03-12
25. KRAFT FOODS GROUP INC COM   2013-04-29 2013-10-08
28. KRAFT FOODS GROUP INC COM   2011-09-27 2013-10-08
27. KRAFT FOODS GROUP INC COM   2011-09-23 2013-10-09
1775. MFS EMERGING MARKETS DEBT FUND CL I   2013-08-09 2013-09-11
30. MCDONALDS CORP COM   2010-06-21 2013-05-08
25. MCDONALDS CORP COM   2008-10-28 2013-05-10
15. MEAD JOHNSON NUTRITION COMPANY COM   2012-07-19 2013-04-29
5. MEAD JOHNSON NUTRITION COMPANY COM   2012-07-19 2013-04-30
9. MEDIVATION INC COM   2012-12-03 2013-11-06
11. MEDIVATION INC COM   2012-12-05 2013-11-07
165. MICROSOFT CORP COM   1998-05-26 2013-03-12
10. MONSANTO CO NEW COM   2013-01-30 2013-09-10
.5 NEWS CORP/ NEW CL A W/ I COM   2012-01-18 2013-07-01
54. NEWS CORP/ NEW CL A W/ I COM   2012-01-18 2013-07-23
3. NEWS CORP/ NEW CL A W/ I COM   2012-01-18 2013-07-24
30. ORACLE CORP COM   2013-03-12 2013-09-19
45. ORACLE CORP COM   2013-03-12 2013-10-10
60. ORACLE CORP COM   2013-07-08 2013-10-30
2. ORACLE CORP COM   2007-12-07 2013-10-30
28. ORACLE CORP COM   2007-12-07 2013-10-31
180. ORACLE CORP COM   2007-12-07 2013-11-06
275. PIMCO EMERGING LOCAL BOND FUND   2011-10-26 2013-07-08
655. PIMCO EMERGING LOCAL BOND FUND   2012-09-14 2013-07-08
7549. PIMCO EMERGING LOCAL BOND FUND   2011-10-26 2013-08-09
14. PRICE T ROWE GROUP INC COM   2008-09-03 2013-05-20
6. PRICE T ROWE GROUP INC COM   2008-09-03 2013-05-21
9. PRICE T ROWE GROUP INC COM   2008-09-03 2013-05-22
10. PRICE T ROWE GROUP INC COM   2008-09-03 2013-05-23
5. PRICE T ROWE GROUP INC COM   2008-09-03 2013-05-24
14. PRICE T ROWE GROUP INC COM   2008-09-03 2013-05-28
11. PRICE T ROWE GROUP INC COM   2008-09-03 2013-05-29
9. PRICE T ROWE GROUP INC COM   2008-09-03 2013-05-30
6. PRICE T ROWE GROUP INC COM   2010-09-30 2013-05-31
12. PRICE T ROWE GROUP INC COM   2010-09-30 2013-06-03
17. PRICE T ROWE GROUP INC COM   2010-09-30 2013-06-04
12. PRICE T ROWE GROUP INC COM   2010-06-21 2013-06-05
5. PRICE T ROWE GROUP INC COM   2010-06-21 2013-06-06
70. QUALCOMM INC COM   2011-09-13 2013-06-26
40. QUALCOMM INC COM   2011-09-13 2013-06-27
89. QUALCOMM INC COM   2007-06-13 2013-07-10
6. QUALCOMM INC COM   2007-06-13 2013-07-11
10. REGAL BELOIT CORP COM   2012-03-19 2013-03-06
10. SPX CORP COM   2011-02-14 2013-03-06
10. ST JUDE MED INC COM   2011-07-18 2013-06-17
20. ST JUDE MED INC COM   2011-07-18 2013-06-26
15. ST JUDE MED INC COM   2011-07-18 2013-06-27
15. SALLY BEAUTY HLDGS INC COM   2012-07-18 2013-02-22
1. SALLY BEAUTY HLDGS INC COM   2012-02-07 2013-02-22
28. SALLY BEAUTY HLDGS INC COM   2012-02-07 2013-02-25
106. SALLY BEAUTY HLDGS INC COM   2012-02-07 2013-02-26
15. SCHLUMBERGER LTD COM   2013-10-30 2013-11-14
26. SCHLUMBERGER LTD COM   2008-09-16 2013-11-14
29. SCHLUMBERGER LTD COM   2011-01-10 2013-11-15
15. SKYWORKS SOLUTIONS INC COM   2011-06-14 2013-03-06
75. SKYWORKS SOLUTIONS INC COM   2011-06-14 2013-04-29
20. TEXAS INSTRS INC COM   2012-02-02 2013-02-21
100. TEXAS INSTRS INC COM   2012-03-16 2013-02-21
10. THERMO ELECTRON CORP COM   2011-03-30 2013-06-26
5. TRANSDIGM GROUP INC COM   2009-11-17 2013-01-29
7. TRANSDIGM GROUP INC COM   2009-11-17 2013-10-08
65. WAL MART STORES INC COM   2009-07-07 2013-02-21
35. WHOLE FOODS MKT INC COM   2013-07-08 2013-09-10
5. WHOLE FOODS MKT INC COM   2011-08-31 2013-09-10
20. WYNN RESORTS LTD COM   2011-11-30 2013-06-26
145. DBTC US SMALL CAPITALIZATION FUND   2008-09-30 2013-02-28
20. ACCENTURE PLC CL A   2011-03-30 2013-02-21
30. ACCENTURE PLC CL A   2011-03-30 2013-03-21
12. CHECK POINT SOFTWARE TECH LTD COM SHS   2012-10-24 2013-02-21
5. CHECK POINT SOFTWARE TECH LTD COM SHS   2009-10-19 2013-02-22
3. CHECK POINT SOFTWARE TECH LTD COM SHS   2012-10-24 2013-02-22
5. CHECK POINT SOFTWARE TECH LTD COM SHS   2009-10-19 2013-11-04
9. CHECK POINT SOFTWARE TECH LTD COM SHS   2009-10-19 2013-11-05
13. CHECK POINT SOFTWARE TECH LTD COM SHS   2009-10-19 2013-11-06
3. CHECK POINT SOFTWARE TECH LTD COM SHS   2009-10-19 2013-11-07
6. CHECK POINT SOFTWARE TECH LTD COM SHS   2009-10-19 2013-12-05
6. CHECK POINT SOFTWARE TECH LTD COM SHS   2009-10-19 2013-12-06
7. CHECK POINT SOFTWARE TECH LTD COM SHS   2009-10-19 2013-12-09
4. CHECK POINT SOFTWARE TECH LTD COM SHS   2009-10-19 2013-12-10
2. CHECK POINT SOFTWARE TECH LTD COM SHS   2009-10-19 2013-12-11
1. STRATASYS LTD COM   2013-07-08 2013-11-15
4. STRATASYS LTD COM   2013-07-08 2013-11-18
10. AVAGO TECHNOLOGIES LTD ORD   2013-10-01 2013-12-18
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 1,832   1,076 756
b 1,665   990 675
c 1,156   689 467
d 1,219   683 536
e 285   160 125
703   644 59
388   316 72
1,713   817 896
1,048   499 549
1,537   726 811
485   227 258
2,010   260 1,750
996   130 866
3,208   520 2,688
3,965   650 3,315
2,535   390 2,145
64,247   64,617 -370
10,025   11,229 -1,204
9,023   9,576 -553
32,536   33,952 -1,416
8,452   8,706 -254
5,235   4,704 531
7,054   7,893 -839
653   778 -125
85   102 -17
114   136 -22
372   437 -65
768   906 -138
655   677 -22
621   647 -26
4,994   5,136 -142
265   209 56
304   238 66
1,124   393 731
1,778   589 1,189
740   196 544
1,481   1,215 266
797   196 601
1,650   393 1,257
1,437   1,614 -177
1,667   1,924 -257
3,228   3,631 -403
2,112   2,111 1
694   576 118
396   384 12
298   247 51
1,025   832 193
1,045   819 226
1,541   1,228 313
3,233   2,635 598
365   273 92
1,042   976 66
4,386   3,338 1,048
1,673   1,377 296
2,791   1,853 938
623   524 99
1,277   1,021 256
3,368   2,552 816
15,691   16,076 -385
30,366   31,873 -1,507
659   247 412
1,274   1,278 -4
606   534 72
3,217   2,597 620
2,484   2,014 470
1,875   1,569 306
1,001   767 234
760   791 -31
348   359 -11
8,604   4,747 3,857
2,669   2,970 -301
745   670 75
22,304   26,587 -4,283
500   366 134
1,326   1,293 33
1,485   1,011 474
1,408   953 455
25,471   26,252 -781
3,070   1,673 1,397
2,493   1,323 1,170
1,191   1,110 81
401   370 31
565   483 82
665   584 81
4,565   3,514 1,051
1,024   1,032 -8
8   5 3
847   495 352
47   28 19
1,006   1,063 -57
1,464   1,581 -117
2,015   2,012 3
67   42 25
940   592 348
6,133   3,803 2,330
2,657   2,882 -225
6,327   7,166 -839
74,509   79,114 -4,605
1,098   829 269
473   355 118
705   533 172
767   592 175
383   296 87
1,092   829 263
850   651 199
700   533 167
460   320 140
907   604 303
1,285   851 434
885   585 300
366   244 122
4,361   3,773 588
2,437   1,899 538
5,353   3,792 1,561
367   256 111
784   688 96
809   857 -48
457   465 -8
901   931 -30
682   698 -16
410   379 31
27   21 6
763   590 173
2,845   2,195 650
1,395   1,414 -19
2,419   2,121 298
2,696   2,343 353
312   374 -62
1,649   1,868 -219
650   663 -13
3,250   3,305 -55
833   550 283
689   209 480
978   150 828
4,571   3,145 1,426
1,935   1,664 271
276   164 112
2,560   2,288 272
14,462   12,478 1,984
1,476   1,095 381
2,235   1,643 592
616   527 89
259   151 108
156   132 24
293   150 143
530   270 260
781   389 392
181   90 91
367   179 188
369   179 190
427   209 218
243   120 123
121   60 61
125   92 33
507   369 138
523   434 89
      2,044
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       756
b       675
c       467
d       536
e       125
      59
      72
      896
      549
      811
      258
      1,750
      866
      2,688
      3,315
      2,145
      -370
      -1,204
      -553
      -1,416
      -254
      531
      -839
      -125
      -17
      -22
      -65
      -138
      -22
      -26
      -142
      56
      66
      731
      1,189
      544
      266
      601
      1,257
      -177
      -257
      -403
      1
      118
      12
      51
      193
      226
      313
      598
      92
      66
      1,048
      296
      938
      99
      256
      816
      -385
      -1,507
      412
      -4
      72
      620
      470
      306
      234
      -31
      -11
      3,857
      -301
      75
      -4,283
      134
      33
      474
      455
      -781
      1,397
      1,170
      81
      31
      82
      81
      1,051
      -8
      3
      352
      19
      -57
      -117
      3
      25
      348
      2,330
      -225
      -839
      -4,605
      269
      118
      172
      175
      87
      263
      199
      167
      140
      303
      434
      300
      122
      588
      538
      1,561
      111
      96
      -48
      -8
      -30
      -16
      31
      6
      173
      650
      -19
      298
      353
      -62
      -219
      -13
      -55
      283
      480
      828
      1,426
      271
      112
      272
      1,984
      381
      592
      89
      108
      24
      143
      260
      392
      91
      188
      190
      218
      123
      61
      33
      138
      89
       
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 63,950
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 101,497 1,797,743 0.056458
2011 100,649 1,872,539 0.05375
2010 105,695 1,793,295 0.058939
2009 110,481 1,634,883 0.067577
2008 117,939 2,060,840 0.057229
2 Total of line 1, column (d) ...................... 2 0.293953
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 0.058791
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 1,865,669
5 Multiply line 4 by line 3....................... 5 109,685
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 950
7 Add lines 5 and 6......................... 7 110,635
8 Enter qualifying distributions from Part XII, line 4.............. 8 102,529
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 1,900
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 1,900
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 1,900
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 2,200
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 2,200
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 300
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet300 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)
    bulletME
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletDEUTSCHE BANK TRUST CO NA
    JANICE SMITH     Telephone no.bullet (212) 454-3785
    Located atbullet345 PARK AVENUENEW YORKNY ZIP+4bullet10154
    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
     
    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
    DEUTSCHE BANK TRUST COMPANY NA TRUSTEE
    3     		21,974    
    345 PARK AVENUE
    NEW YORK,NY10154
    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
    93,283
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    1,900
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,900
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    91,383
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    91,383
    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
    91,383
    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 91,383
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:2011, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 15,645
    b From 2009....... 29,423
    c From 2010....... 18,685
    d From 2011....... 8,538
    e From 2012....... 13,674
    fTotal of lines 3a through e......... 85,965
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 102,529
    a Applied to 2012, but not more than line 2a 0
    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..... 91,383
    e Remaining amount distributed out of corpus 11,146
    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 97,111
    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 ..........     		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) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		15,645
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		81,466
    10 Analysis of line 9:
    a Excess from 2009.... 29,423
    b Excess from 2010.... 18,685
    c Excess from 2011.... 8,538
    d Excess from 2012.... 13,674
    e Excess from 2013.... 11,146
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    UNIVERSITY OF MAINE
    TWO ALUMNI PLACE
    ORONO,ME04469     		NONE PUBLIC CHARITY ORGANIZATIONS GENERAL 45,771
    BOWDOIN COLLEGE
    3530 COLLEGE STATION
    BRUNSWICK,ME04011     		NONE PUBLIC CHARITY ORGANIZATIONS GENERAL 15,257
    COLBY COLLEGE
    4341 MAYFLOWER HILL
    WATERVILLE,ME04901     		NONE PUBLIC CHARITY ORGANIZATIONS GENERAL 15,257
    BATES COLLEGE
    220 COLLEGE STREET
    LEWISTON,ME04240     		NONE PUBLIC CHARITY ORGANIZATIONS GENERAL 15,257
    Total .................................bullet 3a 91,542
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....     14 42,405  
    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 63,950  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aTYCO LIT SETTLEMNT     14 30  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   106,385  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13106,385
    (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 InvestmentsCorpBondsSchedule
    Name:
    A C BIRD EST UNIVERSITY MAINE ETAL TR CO
    EIN: 13-6192467
    Name of Bond End of Year Book Value End of Year Fair Market Value
    DBTCO TAXABLE INCOME FUND 311,219 306,428
    PIMCO DEVELOPING LOCAL MARKETS    
    ARTIO GLOBAL HIGH INCOME FUND    
    BLACKROCK INFLA PROTEC BOND 72,803 68,453
    WELLS FARGO INTL ADV BN    
    PIMCO EMERGING LOCAL BOND FUND    
    PIMCO FDS PAC INV MGMT BD FD 64,873 63,593
    DWS FLOATING RATE PLUS FUND 37,446 37,407
    ABERDEEN GLOBAL HIGH INCOME I 35,613 37,255
    MFS EMERG MARKETS DEBT FD CL I 47,915 47,045

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    A C BIRD EST UNIVERSITY MAINE ETAL TR CO
    EIN: 13-6192467
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AMERICAN TOWER CORP CL A    
    AMETEK INC NEW COM 2,963 11,219
    APPLE INC COM 2,990 25,807
    CELGENE CORP COM 4,123 17,742
    CISCO SYS INC COM    
    COLGATE PALMOLIVE CO COM    
    E M C CORP MASS COM    
    EXPRESS SCRIPTS INC COM 4,563 12,994
    EXXON MOBIL CORP COM    
    GILEAD SCIENCES INC COM 4,434 20,277
    HEWLETT PACKARD CO COM    
    INTEL CORP COM    
    MARRIOTT INTL INC NEW CL A    
    MICROSOFT CORP COM 18,342 21,324
    NIKE INC CL B 9,535 20,840
    OCCIDENTAL PETE CORP COM    
    ORACLE CORP COM 3,909 7,078
    QUALCOMM INC COM 3,931 7,425
    ST JUDE MED INC COM 2,924 4,027
    STERICYCLE INC COM 2,177 5,809
    SYSCO CORP COM    
    UNITED TECHNOLOGIES CORP COM    
    WAL MART STORES INC COM    
    DARDEN RESTAURANTS INC COM    
    MCDONALDS CORP COM    
    PEPSICO INC COM 10,561 13,685
    SCHLUMBERGER LTD COM 4,749 5,857
    PRICE T ROWE GROUP INC COM    
    AMGEN INC COM    
    EDWARDS LIFESCIENCES CORP COM    
    GOOGLE INC CL A 15,023 28,018
    ACCENTURE LTD CL A 4,153 9,455
    EATON VANCE STRUCTURED EMERG    
    DBTCO INTERNATIONAL FUND 351,559 501,236
    DBTCO U.S. SMALL CAP FUND 59,859 77,111
    KOHLS CORP    
    LIMITED BRANDS INC    
    NORDSTROM INC    
    SCRIPPS NETWORKS INTERACTIVE    
    CHURCH & DWIGHT INC    
    INT'L BUS MACHS    
    CHECKPOINT SOFTWARE TECH LTD 748 1,612
    ALPHA NAT RES INC    
    ANADARKO PETE CORP 1,118 1,983
    NORFOLK SOUTHERN CORP 3,717 8,355
    PARKER HANNIFIN CORP 5,046 13,507
    ROPER INDS INC 3,290 9,014
    TRANSDIGM GROUP INC 1,381 5,314
    MOSAIC CO    
    AUTO LIV INC    
    BORG WARNER INC 2,053 5,591
    DICKS SPORTING GOODS INC 4,720 8,134
    EOG RES INC    
    NATIONAL-OILWELL VARCO INC    
    METLIFE INC    
    MORGAN STANLEY DEAN WITTER    
    SCHWAB CHARLES CORP 6,564 7,930
    MCKESSON HBOC INC 3,795 10,491
    THORATEC CORP    
    NAVISTAR INTL CORP    
    ADOBE SYS INC    
    AKAMI TECHNOLOGIES INC    
    CONCUR TECH INC    
    SOLERA HLDGS INC 1,803 3,538
    VERIFONE SYSTEMS INC    
    VISA INC CL A 12,016 15,588
    FREEPORT-MCMORAN COPPER & GOLD    
    HUNTSMAN CORP    
    OWENS ILL INC    
    BARCLAYS BANK PLC DTD 01/29/10    
    BED BATH & BEYOND INC    
    COACH INC    
    STARWOOD HOTELS & RESORTS COM 5,665 7,548
    WYNN RESORTS LTD    
    COSTCO WHSL CORP 7,060 10,712
    KELLOGG CO    
    KRAFT FOODS INC    
    WHOLE FOODS MKT INC 6,815 12,433
    CONCHO RESOURCES INC    
    HALLIBURTON CO 10,462 9,643
    OIL STS INTL INC    
    PLAINS EXPL & PRODTN CO    
    AMERPRISE FIN INC 3,219 5,753
    DISCOVER FIN SVCS 3,707 8,113
    CAREFUSION CORP 4,116 5,973
    THERMO FISHER SCIENTIFIC INC 4,327 8,908
    DOVER CORP 5,473 8,206
    SPX CORP 4,308 5,479
    SKYWORKS SOLUTIONS INC    
    ECOLAB INC 5,087 10,427
    WALTER ENERGY INC    
    AMERICAN WATER WORKS 1,268 1,902
    AMAZON COM INC COM 7,695 11,565
    COMCAST CORP NEW CL A 8,089 12,991
    GNC HOLDINGS INC COM CL A 2,315 3,799
    NEWS CORP INC CL A    
    SALLY BEAUTY HLDGS INC COM    
    BEAM INC COM 6,853 7,827
    HILLSHIRE BRANDS CO COM 4,669 5,518
    MEAD JOHNSON NUTRITION COMPANY 4,255 5,026
    MONDELEZ INTERNATIONAL INC COM 7,124 10,061
    CAMERON INTL CORP COM    
    CEPHEID COM 4,559 5,134
    MEDIVATION INC COM 3,719 5,425
    GENERAL ELECTRIC CO COM 5,314 7,708
    REGAL BELOIT CORP COM 2,354 2,580
    BROADCOM CORP CL A    
    CITRIX SYS INC COM 8,648 7,906
    EBAY INC COM 4,950 5,212
    TEXAS INSTRS INC COM    
    LYONDELLBASELL IND NV ORD CL A 4,704 6,422
    MONSANTO CO NEW COM 6,916 9,324
    BRINKER INTL INC COM 4,025 4,634
    DOLLAR GENERAL CORP COM 5,064 6,937
    EXPEDIA INC COM 2,888 3,135
    HOME DEPOT INC COM 11,642 13,586
    L BRANDS INC COM 2,781 9,896
    LAS VEGAS SANDS CORP COM 5,119 7,887
    NORWEGIAN CRUISE LINE HOLDINGS 1,344 1,596
    TWENTY FIRST CENTURY FOX INC 3,910 8,089
    V F CORP COM 5,420 7,481
    ANTERO RESOURCES CORP COM 3,297 3,806
    PIONEER NAT RES CO COM 6,000 6,811
    AFFILIATED MANAGERS GROUP INC 9,873 13,013
    NPS PHARMACEUTICALS INC COM 4,034 4,554
    BOEING CO COM 5,851 7,643
    AVAGO TECHNOLOGIES LTD ORD 2,582 3,173
    FIREEYE INC COM 1,525 1,744
    GUIDEWIRE SOFTWARE INC COM 1,842 1,963
    INTUIT INC COM 5,635 6,487
    LINKEDIN CORP COM CL A 6,714 6,505
    SALESFORCE COM INC COM 3,410 3,587
    SPLUNK INC COM 1,494 2,060
    STRATASYS LTD COM 2,180 3,368
    VMWARE INC COM 6,104 6,728
    BALL CORP COM 2,921 3,100
    CROWN CASTLE INTL CORP COM 5,430 5,507
    PARAMETRIC EMERG MARKETS FD I 114,387 126,772

    TY 2013 InvestmentsOtherSchedule2
    Name:
    A C BIRD EST UNIVERSITY MAINE ETAL TR CO
    EIN: 13-6192467
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    DWS RREEF GLOBAL R E SEC FD      
    IPATH DJ AIG COMM INDEX TOT      
    ISHARES GOLD TRUST      
    IPATH DJ UBS COMM IND TOT RET AT COST 19,259 18,926

    TY 2013 OtherDecreasesSchedule
    Name:
    A C BIRD EST UNIVERSITY MAINE ETAL TR CO
    EIN: 13-6192467
    Description Amount
    ADJ FOR 2013 CTF GAIN AND LOSS DIST POSTING IN 2014 2,774
    ADJ FOR 2013 CTF CASH DISTRIBUTIONS POSTING IN 2014 2,022
    DIVIDENDS TAXABLE 2013 POSTING IN 2014 518


    TY 2013 OtherIncomeSchedule2
    Name:
    A C BIRD EST UNIVERSITY MAINE ETAL TR CO
    EIN: 13-6192467
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    TYCO LIT SETTLEMENT 30 0 30


    TY 2013 OtherIncreasesSchedule
    Name:
    A C BIRD EST UNIVERSITY MAINE ETAL TR CO
    EIN: 13-6192467
    Description Amount
    ADJUSTMENTS FOR ROC 662
    BOOK VALUE ADJUSTMENT 12,491


    TY 2013 TaxesSchedule
    Name:
    A C BIRD EST UNIVERSITY MAINE ETAL TR CO
    EIN: 13-6192467
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 9 9   0
    FEDERAL TAX PAYMENT - PRIOR YE 330 0   0
    FEDERAL ESTIMATES - PRINCIPAL 2,200 0   0
    FOREIGN TAXES ON QUALIFIED FOR 339 339   0
    FOREIGN TAXES ON NONQUALIFIED 25 25   0