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
PATHFINDER FUND
 

Number and street (or P.O. box number if mail is not delivered to street address)179 HARVEY STREET   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CAMBRIDGE, MA02140
A Employer identification number

34-6536633
B Telephone number (see instructions)

(617) 868-1999
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$885,290J 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) 50,253
2 Check bullet
3 Interest on savings and temporary cash investments 1,753 1,753 1,753
4 Dividends and interest from securities...... 13,199 13,199 13,199
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 209,012
b Gross sales price for all assets on line 6a 903,555
7 Capital gain net income (from Part IV, line 2)... 817
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 274,217 15,769 14,952
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 1,000      
c Other professional fees (attach schedule).... Click to see attachment 5,228      
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 322      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 6,550 0   0
25 Contributions, gifts, grants paid........ 85,400 85,400
26 Total expenses and disbursements. Add lines 24 and 25 91,950 0   85,400
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 182,267
b Net investment income (if negative, enter -0-) 15,769
c Adjusted net income (if negative, enter -0-)... 14,952
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............... 27,885 11,272  
2 Savings and temporary cash investments.......... 4,537 47,775  
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 526,887 Click to see attachment634,536 734,799
c Investments—corporate bonds (attach schedule)........ 111,409 Click to see attachment159,402 150,491
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis 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) 670,718 852,985 885,290
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 670,718 852,985
30 Total net assets or fund balances (see page 17 of the
instructions).................... 670,718 852,985
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 670,718 852,985
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)............... 1 670,718
2 Enter amount from Part I, line 27a..................... 2 182,267
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 852,985
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 852,985
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1a
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 817
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 68,344 765,299 0.089304
2011 44,308 768,784 0.057634
2010 42,155 723,604 0.058257
2009 22,050 630,978 0.034946
2008 10,500 357,745 0.029351
2 Total of line 1, column (d) ...................... 2 0.269492
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 0.053898
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 852,068
5 Multiply line 4 by line 3....................... 5 45,925
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 158
7 Add lines 5 and 6......................... 7 46,083
8 Enter qualifying distributions from Part XII, line 4.............. 8 85,400
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 1 158
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 158
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 158
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  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 158
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bullet
    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
     
     
    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 ofbulletPAT GOUDVIS Telephone no.bullet (617) 868-1999
    Located atbullet179 HARVEY STCAMBRIDGEMA ZIP+4bullet02140
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    PAT GOUDVISClick to see attachment TRUSTEE
    1.00     		0 0 0
    179 HARVEY ST
    CAMBRIDGE,MA02138
    ANN GOUDVISClick to see attachment TRUSTEE
    1.00     		0 0 0
    210 LIPAN WAY
    BOULDER,CO80303
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    42,603
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    158
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    158
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    42,445
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    42,445
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    42,445
    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 42,445
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012....... 23,582
    fTotal of lines 3a through e......... 23,582
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 85,400
    a Applied to 2012, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2013 distributable amount..... 42,445
    e Remaining amount distributed out of corpus 42,955
    5 Excess distributions carryover applied to 2013.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 66,537
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		66,537
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012.... 23,582
    e Excess from 2013.... 42,955
    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
    ECOLOGIC DEVELOPMENT FD
    25 MT AUBURN ST STE 203
    CAMBRIDGE,MA02138     		  PUBLIC GENERAL 10,000
    CAMBRIDGE FRIENDS SCHOOL
    5 CADBURY ROAD
    CAMBRIDGE,MA02140     		  PUBLIC GENERAL 2,000
    FEXMARTIN-BARO FUND
    PO BOX 302122
    JAMAICA PLAIN,MA02130     		  PUBLIC GENERAL 1,000
    RETHINKING SCHOOLS
    1001 EAST KEEFE AVE
    MILWAUKEE,WI53212     		  PUBLIC GENERAL 25,000
    BOULDER HIGH SCHOOL
    1604 ARAPAHOE AVE
    BOULDER,CO80302     		  PUBLIC DANA'S PROJECT 12,900
    INSTITUTE FOR PEACEABLE COMM
    120 PULPIT RD
    AMHERST,MA01002     		  PUBLIC SJLF ELDER'S PROJECT 500
    FOTOKIDS-FUNDACION DE NINOS ARTISTA
    PO BOX 661447
    MIAMI,FL33266     		  PUBLIC GENERAL 25,000
    CENTER INDEPENDENT DOCUMENTARY
    680 SOUTH MAIN ST
    SHARON,MA02067     		  PUBLIC GENERAL 2,500
    VERDE VALLEY SCHOOL
    3511 VERDE VALLEY SCHOOL
    SEDONA,AZ86351     		  PUBLIC GENERAL 1,000
    BREATHE INN AGAIN INC
    PO BOX 848
    HAYMARKET,VA20168     		  PUBLIC GENERAL 1,000
    UNITARIAN UNIVERSALIST SERVICE COMM
    689 MASSACHUSETTS AVE
    CAMBRIDGE,MA02139     		  PUBLIC GENERAL 500
    OXFAM AMERICA
    226 CAUSEWAY ST
    BOSTON,MA02114     		  PUBLIC GENERAL 1,000
    PALO ALTO FRIENDS MTG
    957 COLORADO AVE
    PALO ALTO,CA94303     		  PUBLIC GENERAL 2,500
    ANTIGUA INTERL EDUCATION FD
    518 S WOLFE ST
    BALTIMORE,MD21231     		  PUBLIC GENERAL 500
    Total .................................bullet 3a 85,400
    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 1,753  
    4 Dividends and interest from securities....     14 13,199  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    14 817 208,195
    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)..   15,769 208,195
    13Total. Add line 12, columns (b), (d), and (e)..................
    13223,964
    (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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2013
    Name of the organization
    PATHFINDER FUND
     
    Employer identification number

    34-6536633
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 2
    Name of organization
    PATHFINDER FUND
          		Employer identification number

    34-6536633
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    PATRICIA GOUDVIS  
    179 HARVEY ST
     
    CAMBRIDGE, MA02140

    		$50,253


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 3
    Name of organization
    PATHFINDER FUND
          		Employer identification number

    34-6536633
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 314 SHARES EOG RESOURNCES INC $50,253 2013-12-10
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    Name of organization
    PATHFINDER FUND
          		Employer identification number

    34-6536633
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2013 AccountingFeesSchedule
    Name:
    PATHFINDER FUND
    EIN: 34-6536633
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT ACCOUNTING FEES 1,000      

    TY 2013 CompensationExplanation
    Name:
    PATHFINDER FUND
    EIN: 34-6536633
    Person Name Explanation
    PAT GOUDVIS  
    ANN GOUDVIS  

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

    TY 2013 GainLossSaleOtherAssetsSch
    Name:
    PATHFINDER FUND
    EIN: 34-6536633
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    DISCOVERY COMMUNICATIONS INC 2012-08 PURCHASE 2013-01   2,680 2,077     603  
    COSTCO WHOLESALE CORPORATION 2012-05 PURCHASE 2013-01   3,177 2,643     534  
    MARATHON PETROLEUM CORPORATION 2012-05 PURCHASE 2013-01   9,627 4,986     4,641  
    EOG RES INC 2012-11 PURCHASE 2013-04   3,230 3,274     -44  
    AFLAC INC 2012-11 PURCHASE 2013-04   3,197 3,339     -142  
    WESTINGHOUSE AIR BRAKE TECHNOLOGIES 2012-08 PURCHASE 2013-05   4,413 3,409     1,004  
    VODAFONE GROUP PUBLIC LIMITED COMPAN 2012-08 PURCHASE 2013-06   4,433 4,766     -333  
    BECTON DICKINSON & CO 2013-02 PURCHASE 2013-07   3,087 2,662     425  
    ADOBE SYSTEMS INC 2012-08 PURCHASE 2013-07   8,718 6,174     2,544  
    TRIMBLE NAVIGATION LIMITED 2013-05 PURCHASE 2013-07   2,714 2,689     25  
    AMGEN, INC 2012-08 PURCHASE 2013-07   5,332 4,084     1,248  
    HCP INC COM 2013-04 PURCHASE 2013-10   3,690 4,625     -935  
    HCP INC COM-WASH SALE 2013-04 PURCHASE 2013-10   935       935  
    HOLOGIC INC 2013-07 PURCHASE 2013-10   5,883 6,008     -125  
    HOLOGIC INC. WASH SALE 2013-07 PURCHASE 2013-10   125       125  
    ROGERS CORP COM 2013-01 PURCHASE 2013-10   6,598 5,888     710  
    BECTON DICKINSON & CO 2013-01 PURCHASE 2013-11   5,792 4,547     1,245  
    BECTON DICKINSON & CO 2013-02 PURCHASE 2013-11   965 799     166  
    APACHE CORPORATION 2013-07 PURCHASE 2013-11   11,927 10,929     998  
    CAMBREX CORP 2013-10 PURCHASE 2013-11   7,556 6,465     1,091  
    CANADIAN PACIFIC RAILWAY LIMITED (AD 2012-12 PURCHASE 2013-11   9,239 6,284     2,955  
    SALESFORCE.COM INC 2013-07 PURCHASE 2013-11   9,931 7,491     2,440  
    EOG RES INC 2012-11 PURCHASE 2013-11   17,104 11,812     5,292  
    GILEAD SCIENCES INC 2013-07 PURCHASE 2013-11   16,871 15,203     1,668  
    JOHNSON & JOHNSON COM 2013-01 PURCHASE 2013-11   10,193 8,035     2,158  
    JPMORGAN CHASE & CO 2013-01 PURCHASE 2013-11   3,843 3,353     490  
    LULULEMON ATHLETICA INC (ADR) 2013-07 PURCHASE 2013-11   3,472 3,438     34  
    MINERALS TECHNOLOGIES INC. 2013-01 PURCHASE 2013-11   4,709 3,502     1,207  
    NATIONAL FUEL GAS CO 2013-04 PURCHASE 2013-11   4,756 3,893     863  
    NATIONAL GRID PLC SPD (ADR) 2013-01 PURCHASE 2013-11   3,406 3,058     348  
    PROCTER & GAMBLE CO 2012-11 PURCHASE 2013-11   7,464 6,156     1,308  
    KONINKLIJKE PHILIPS ELECTRS NV NY (A 2013-04 PURCHASE 2013-11   12,704 10,545     2,159  
    QUANTA SERVICES, INC 2013-04 PURCHASE 2013-11   5,430 4,923     507  
    REINSURANCE GROUP OF AMERICA INC 2013-04 PURCHASE 2013-11   12,993 10,539     2,454  
    SBA COMMUNICATIONS CORP 2013-06 PURCHASE 2013-11   11,902 9,529     2,373  
    SCHWAB CHARLES CORP NEW COM 2013-10 PURCHASE 2013-11   6,776 6,837     -61  
    SHIRE PLC SPD (ADR) 2013-10 PURCHASE 2013-11   6,063 5,510     553  
    TARGET CORP 2012-11 PURCHASE 2013-11   5,765 5,495     270  
    TOYOTA MOTOR CORP SPD (ADR) 2013-01 PURCHASE 2013-11   10,544 7,968     2,576  
    TRIMBLE NAVIGATION LIMITED 2013-05 PURCHASE 2013-11   7,631 6,583     1,048  
    UMPQUA HOLDINGS CORPORATION 2013-07 PURCHASE 2013-11   5,434 5,398     36  
    WESTPORT INNOVATIONS INC (ADR) 2013-10 PURCHASE 2013-11   3,046 3,333     -287  
    WESTPORT INOVATIONS INC-WASH SALE 2013-10 PURCHASE 2013-11   287       287  
    PARNASSUS FD FIXED INCOME 2010-12 PURCHASE 2013-11   72 77     -5  
    PARNASSUS FD FIXED INCOME-WASH SALE 2010-12 PURCHASE 2013-11   10       10  
    PARNASSUS FD FIXED INCOME-WASH SALE 2012-11 PURCHASE 2013-12   8       8  
    PARNASSUS FD FIXED INCOME 2012-11 PURCHASE 2013-12   65 68     -3  
    PARNASSUS FD FIXED INCOME 2013-04 PURCHASE 2013-11   86 89     -3  
    PARNASSUS FD FIXED INCOME 2013-02 PURCHASE 2013-11   61 62     -1  
    PARNASSUS FD FIXED INCOME 2013-03 PURCHASE 2013-11   71 73     -2  
    PARNASSUS FD FIXED INCOME 2013-01 PURCHASE 2013-11   62 64     -2  
    PARNASSUS FD FIXED INCOME 2013-05 PURCHASE 2013-11   68 70     -2  
    EOG RES INC 2012-11 PURCHASE 2013-12   49,686 36,703     12,983  
    HCP INC COM 2013-04 PURCHASE 2013-12   6,333 7,853     -1,520  
    HDFC BANK LTD (ADR) REPS 3 SHS 2013-11 PURCHASE 2013-12   7,204 6,851     353  
    IBM CORP 2013-11 PURCHASE 2013-12   3,927 4,014     -87  
    UNITED PARCEL SERVICE, INC. 2013-11 PURCHASE 2013-12   11,877 11,582     295  
    MIDDLEBY CORP. 2013-11 PURCHASE 2013-12   2,930 2,815     115  
    KANSAS CITY SOUTHERN 2013-11 PURCHASE 2013-12   13,396 13,961     -565  
    MINERALS TECHNOLOGIES INC. 2013-01 PURCHASE 2013-12   705 500     205  
    EMC CORPORATION 2010-01 PURCHASE 2013-01   3,736 2,694     1,042  
    CHURCH & DWIGHT CO. INC 2011-01 PURCHASE 2013-01   5,824 3,603     2,221  
    CHURCH & DWIGHT CO. INC 2012-01 PURCHASE 2013-01   914 741     173  
    CISCO SYSTEMS, INC 2012-01 PURCHASE 2013-01   3,791 3,632     159  
    CHUBB CORPORATION 2009-09 PURCHASE 2013-01   2,835 1,725     1,110  
    CHUBB CORPORATION 2010-01 PURCHASE 2013-01   3,807 2,291     1,516  
    CHUBB CORPORATION 2011-07 PURCHASE 2013-01   2,754 2,088     666  
    FEDEX CORP COM 2011-07 PURCHASE 2013-01   6,097 5,447     650  
    JARDEN CORPORATION 2011-03 PURCHASE 2013-01   4,972 2,910     2,062  
    NETGEAR INC COM 2012-01 PURCHASE 2013-01   3,140 3,251     -111  
    VERIFONE SYSTEMS INC 2012-01 PURCHASE 2013-01   5,052 5,693     -641  
    UNITEDHEALTH GROUP, INC 2012-01 PURCHASE 2013-01   2,923 2,755     168  
    UNITEDHEALTH GROUP, INC 2011-01 PURCHASE 2013-01   3,204 2,279     925  
    CERNER CORPORATION 2011-03 PURCHASE 2013-01   7,143 4,747     2,396  
    AFLAC INC 2011-01 PURCHASE 2013-02   7,005 8,378     -1,373  
    KANSAS CITY SOUTHERN 2011-12 PURCHASE 2013-03   7,879 5,093     2,786  
    KANSAS CITY SOUTHERN 2011-07 PURCHASE 2013-03   1,065 570     495  
    JARDEN CORPORATION 2011-03 PURCHASE 2013-03   21 11     10  
    AMERICAN EXPRESS COMPANY 2010-05 PURCHASE 2013-04   3,450 2,236     1,214  
    STARWOOD HOTELS & RESORTS WORLDWIDE, 2011-01 PURCHASE 2013-04   4,159 4,272     -113  
    UNITED PARCEL SERVICE, INC. 2010-05 PURCHASE 2013-04   13,280 10,712     2,568  
    CBRE GROUP INC 2011-03 PURCHASE 2013-04   5,041 5,847     -806  
    KANSAS CITY SOUTHERN 2011-07 PURCHASE 2013-04   4,588 2,567     2,021  
    AFLAC INC 2010-01 PURCHASE 2013-04   3,197 3,184     13  
    AFLAC INC 2011-01 PURCHASE 2013-04   934 1,113     -179  
    AFLAC INC 2011-03 PURCHASE 2013-04   1,230 1,313     -83  
    EBAY INC 2011-11 PURCHASE 2013-04   2,908 1,629     1,279  
    AVISTA CORP COM 2009-09 PURCHASE 2013-04   533 397     136  
    AVISTA CORP COM 2010-01 PURCHASE 2013-04   3,999 3,144     855  
    ORACLE CORP COM 2011-03 PURCHASE 2013-05   929 933     -4  
    ORACLE CORP COM 2010-01 PURCHASE 2013-05   3,318 2,447     871  
    VODAFONE GROUP PUBLIC LIMITED COMPAN 2011-03 PURCHASE 2013-06   5,117 5,462     -345  
    NV ENERGY, INC. 2011-01 PURCHASE 2013-06   3,984 2,484     1,500  
    NV ENERGY, INC. 2010-05 PURCHASE 2013-06   4,336 2,312     2,024  
    NOVARTIS A G SPD (ADR) 2011-01 PURCHASE 2013-07   3,086 2,469     617  
    KANSAS CITY SOUTHERN 2011-07 PURCHASE 2013-07   4,052 2,111     1,941  
    WHOLE FOODS MARKET, INC. 2012-01 PURCHASE 2013-07   2,288 1,604     684  
    COSTCO WHOLESALE CORPORATION 2012-05 PURCHASE 2013-07   469 341     128  
    COSTCO WHOLESALE CORPORATION 2011-01 PURCHASE 2013-07   9,146 5,667     3,479  
    FIFTH THIRD BANCORP 2012-01 PURCHASE 2013-07   5,642 3,992     1,650  
    LINCOLN NATIONAL CORPORATION 2012-01 PURCHASE 2013-07   6,128 3,451     2,677  
    BAXTER INTERNATIONAL INC. 2011-08 PURCHASE 2013-07   4,649 3,539     1,110  
    BAXTER INTERNATIONAL INC. 2012-01 PURCHASE 2013-07   4,068 2,968     1,100  
    ORACLE CORP COM 2010-01 PURCHASE 2013-07   7,712 5,873     1,839  
    ORACLE CORP COM 2009-09 PURCHASE 2013-07   1,285 906     379  
    JARDEN CORPORATION 2010-01 PURCHASE 2013-07   5,066 2,386     2,680  
    JARDEN CORPORATION 2011-03 PURCHASE 2013-07   2,409 1,221     1,188  
    CITIGROUP INC 2012-01 PURCHASE 2013-07   2,329 1,360     969  
    TIME WARNER INC. 2011-03 PURCHASE 2013-07   9,844 5,547     4,297  
    GLAXOSMITHKLINE PLC (ADR) 2012-01 PURCHASE 2013-07   10,548 9,186     1,362  
    VALMONT INDUSTRIES, INC. 2012-05 PURCHASE 2013-07   2,437 1,929     508  
    STATOIL ASA (ADR) 2009-09 PURCHASE 2013-07   2,640 2,746     -106  
    STATOIL ASA (ADR) 2010-01 PURCHASE 2013-07   5,279 6,211     -932  
    STATOIL ASA (ADR) 2011-07 PURCHASE 2013-07   2,508 2,725     -217  
    APPLE INC 2012-01 PURCHASE 2013-10   1,496 1,282     214  
    APPLE INC 2010-01 PURCHASE 2013-10   3,989 1,720     2,269  
    CITIGROUP INC 2012-01 PURCHASE 2013-10   3,139 1,904     1,235  
    CISCO SYSTEMS, INC 2012-01 PURCHASE 2013-10   2,173 1,886     287  
    CISCO SYSTEMS, INC 2012-05 PURCHASE 2013-10   1,387 1,005     382  
    EBAY INC 2011-11 PURCHASE 2013-10   7,891 4,605     3,286  
    IBM CORP 2009-09 PURCHASE 2013-10   2,045 1,313     732  
    IBM CORP 2010-01 PURCHASE 2013-10   2,789 1,955     834  
    PROLOGIS, INC 2012-01 PURCHASE 2013-10   4,346 3,506     840  
    TIME WARNER INC. 2011-03 PURCHASE 2013-10   2,656 1,369     1,287  
    TIME WARNER INC. 2010-01 PURCHASE 2013-10   1,158 493     665  
    WELLS FARGO & COMPANY 2012-08 PURCHASE 2013-10   2,449 1,985     464  
    NATIONAL OILWELL VARCO, INC. 2011-01 PURCHASE 2013-11   5,515 4,592     923  
    HARTFORD FINL SVCS GROUP INC 2011-01 PURCHASE 2013-11   4,367 3,511     856  
    HORACE MANN EDUCATORS CORP NEW COM 2012-05 PURCHASE 2013-11   6,231 3,802     2,429  
    AMGEN, INC 2012-08 PURCHASE 2013-11   10,459 7,752     2,707  
    ATWOOD OCEANICS, INC. 2011-08 PURCHASE 2013-11   2,977 2,097     880  
    ATWOOD OCEANICS, INC. 2011-11 PURCHASE 2013-11   8,417 6,086     2,331  
    CITIGROUP INC 2012-01 PURCHASE 2013-11   9,197 5,651     3,546  
    CHUBB CORPORATION 2010-01 PURCHASE 2013-11   7,263 3,802     3,461  
    COLGATE-PALMOLIVE CO 2011-08 PURCHASE 2013-11   2,835 1,969     866  
    COLGATE-PALMOLIVE CO 2012-01 PURCHASE 2013-11   3,093 2,133     960  
    COSTCO WHOLESALE CORPORATION 2011-01 PURCHASE 2013-11   6,083 3,632     2,451  
    FIFTH THIRD BANCORP 2012-01 PURCHASE 2013-11   6,430 4,483     1,947  
    HOME DEPOT, INC 2011-01 PURCHASE 2013-11   1,769 842     927  
    HOME DEPOT, INC 2010-02 PURCHASE 2013-11   6,539 2,575     3,964  
    HESS CORP 2011-01 PURCHASE 2013-11   160 158     2  
    HESS CORP 2012-01 PURCHASE 2013-11   10,017 7,699     2,318  
    INTEL CORPORATION 2010-01 PURCHASE 2013-11   6,609 5,644     965  
    INTEL CORPORATION 2009-09 PURCHASE 2013-11   1,458 1,173     285  
    JPMORGAN CHASE & CO 2010-01 PURCHASE 2013-11   6,084 4,958     1,126  
    JPMORGAN CHASE & CO 2009-09 PURCHASE 2013-11   2,135 1,728     407  
    JPMORGAN CHASE & CO 2010-05 PURCHASE 2013-11   2,402 1,809     593  
    NORDSTROM INC 2012-01 PURCHASE 2013-11   4,733 3,787     946  
    LINCOLN ELECTRIC HOLDINGS INC 2010-05 PURCHASE 2013-11   6,741 2,701     4,040  
    LINCOLN NATIONAL CORPORATION 2012-01 PURCHASE 2013-11   8,274 3,934     4,340  
    MASTERCARD INCORPORATED 2011-07 PURCHASE 2013-11   5,130 2,148     2,982  
    MARATHON PETROLEUM CORPORATION 2012-05 PURCHASE 2013-11   9,314 4,488     4,826  
    MICROSOFT CORPORATION 2010-01 PURCHASE 2013-11   8,705 7,236     1,469  
    NATIONAL FUEL GAS CO 2012-08 PURCHASE 2013-11   4,117 2,958     1,159  
    NATIONAL GRID PLC SPD (ADR) 2011-07 PURCHASE 2013-11   3,282 2,575     707  
    NOVO-NORDISK A S (ADR) 2012-05 PURCHASE 2013-11   5,996 4,950     1,046  
    POWERSHARES DYNAMIC BIOTECH & GENOME 2010-01 PURCHASE 2013-11   8,453 4,030     4,423  
    PROCTER & GAMBLE CO 2009-09 PURCHASE 2013-11   1,659 1,101     558  
    PROCTER & GAMBLE CO 2010-01 PURCHASE 2013-11   5,722 4,211     1,511  
    QUALCOMM INCORPORATED 2011-07 PURCHASE 2013-11   2,422 1,933     489  
    SEALED AIR CORPORATION 2012-01 PURCHASE 2013-11   11,212 7,091     4,121  
    ST JUDE MED INC 2011-01 PURCHASE 2013-11   4,352 3,264     1,088  
    TARGET CORP 2012-01 PURCHASE 2013-11   10,073 7,633     2,440  
    TIME WARNER INC. 2010-01 PURCHASE 2013-11   6,821 2,987     3,834  
    UNITEDHEALTH GROUP, INC 2011-01 PURCHASE 2013-11   11,198 6,358     4,840  
    VODAFONE GROUP PUBLIC LIMITED COMPAN 2011-03 PURCHASE 2013-11   4,208 3,359     849  
    WELLS FARGO & COMPANY 2010-01 PURCHASE 2013-11   7,785 5,191     2,594  
    WELLS FARGO & COMPANY 2010-02 PURCHASE 2013-11   2,946 1,915     1,031  
    WELLS FARGO & COMPANY 2011-07 PURCHASE 2013-11   2,946 1,870     1,076  
    WELLS FARGO & COMPANY 2012-08 PURCHASE 2013-11   3,451 2,806     645  
    PARNASSUS FD FIXED INCOME 2010-05 PURCHASE 2013-11   16,519 16,783     -264  
    MINERALS TECHNOLOGIES INC. 2010-01 PURCHASE 2013-12   6,168 2,892     3,276  

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    PATHFINDER FUND
    EIN: 34-6536633
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BANK AMER CORP 49,997 49,997
    20000 ORACLE CORP BOND 20,237 20,359
    PARNASSUS FD 39,621 28,535
    INTL BK RECON & DEV 49,547 51,600

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    PATHFINDER FUND
    EIN: 34-6536633
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABB LTD 839 SHS 20,300 22,284
    ABB LTD 182 SHS    
    ADOBE SYSTEMS 183 SHS    
    ADOBE SYSTEMS 165 SHS 9,314 9,880
    AFLAC 317 SHS    
    AMERICAN EXPRESS 54 SHS    
    AMGEN INC    
    ANNIES INC 157 SHS 7,481 6,757
    APPLE INC 42 SHS 12,301 23,563
    APPLE INC 41 SHS    
    APPLIED MATERIALS 246 SHS    
    APPLIED MATERIALS 605 SHS 14,476 15,046
    ARM HOLDINGS 175 SHS 6,940 9,578
    ATWOOD OCEANICS 199 SHARES    
    AVISTA CORP 170 SHS    
    BANCO BRADESCO 1189 SHS 15,423 14,898
    BAXTER INTL 207 SHS    
    BAXTER INTL 195 SHS 11,784 13,562
    CANADIAN PAC RAILWAY 63 SHS    
    CBRE GROUP 214 SHS    
    BORG WARNER 140 SHS 5,022 7,827
    BT GROUP 146 SHS 8,766 9,217
    CBRE GROUP 357 SHS 7,992 9,389
    CERNER CORP 86 SHS    
    CERNER CORP 290 SHS 15,616 16,165
    CISCO SYSTEMS 589 SHS 9,867 13,211
    CHUBB CORP    
    CHURCH & DWIGHT 118 SHS    
    CISCO SYS 924 SHS    
    CITIGROUP INC    
    CITRIX SYS 157 SHS 10,422 9,930
    COLGATE PALMOLIVE 46 SHS    
    COSTCO WAREHOUSE 163 SHS    
    CREE INC 211 SHS 12,268 13,192
    CUMMINS INC 75 SHS 9,731 10,573
    DISCOVERY COMMUN SER 140 SHS    
    DISCOVERY COMMUN 194 SHS 13,208 17,541
    EATON CORP 199 SHS 13,851 15,148
    EBAY 199 SHS    
    EBAY 178 SHS 9,401 9,766
    EMC CORP 149 SHS    
    EOG RESOURCES 129 SHS    
    FEDEX CORP 60 SHS    
    FIFTH THIRD BANCORP    
    FIRST SOLAR 154 SHS 6,947 8,415
    FOREST CITY 281 SHS 5,479 5,367
    FRESENIUS MED CARE 9,331 10,425
    FS NETWORKS INC 4,842 5,179
    GILEAD SCIENCES 204 SHS 15,120 15,320
    GLAXOSMITHKLINE 204 SHS    
    GLAXOSMITHKLINE 278 SHS 14,362 14,842
    GOOGLE 9 SHS    
    GOOGLE INC 17 SHS 13,058 19,052
    GRAINGER 48 SHS 12,806 12,260
    GREEN MTN COFFEE 123 7,525 9,291
    HARTFORD FINCL 127 SHS    
    HESS CORP 127 SHS    
    HOLOGIC 561SHS 11,409 12,538
    HOME DEPOT 108    
    HORACE MANN EDUCATORS 223 SHS    
    HSBC HLDS 143 SHS 5,913 7,884
    INTERFACE 810 SHS 16,281 17,788
    IBM 45 SHS    
    IBM 41 SHS 6,282 7,690
    INTEL 332 SHS    
    ITC HOLDINGS 192 SHS 17,386 18,397
    ITRON INC 138 SHS 6,017 5,717
    JARDEN CORP 196 SHS    
    JOHNSON CTLS 100 SHS    
    JOHNSON CTLS 356 SHS 13,946 18,263
    JP MORGAN CHASE 199 SHS    
    KANSAS CITY SOUTHERN 166 SHS    
    LINCOLN ELEC HLDGS 95 SHS    
    LINCOLN NATL 321 SHS    
    LULULEMON ATHLETICA 12,983 12,042
    MARATHON PETE CORP 266 SHS    
    MASTERCARD 7 SHS    
    MICROSOFT CORP 235 SHS    
    MIDDLEBY CORP 67 SHS 14,508 16,062
    MINERALS TECH INC 230 SHS    
    MINERALS TECH 125 SHS 3,443 7,509
    NATIONAL FUEL GAS CO 58 SHS    
    NATIONAL GRID 53 SHS    
    NATIONAL OILWELL 67 SHS    
    NETGEAR INC 80 SHS    
    NORDSTROM 75 SHS    
    NOVARTIS A G 43 SHS    
    NOVARTIS A G 192 SHS 14,996 15,433
    NOVO NORDISK A-S 35 SHS    
    NV ENERGY 355 SHS    
    ORMAT TECH 279 SHS 7,343 7,592
    ORACLE CORP 408 SHS    
    OWENS ILLINOIS 273 SHS    
    OWENS ILLINOIS 436 SHS 12,043 15,600
    POWERSHARES EXCH 240 SHS    
    PANARA BREAD 75 SHS 12,376 13,252
    PENTAIR 169 SHS 8,631 13,126
    PROLOGIS INC 100 SHS    
    PROLOGICS INC 343 SHS 13,283 12,674
    PROCTER & GAMBLE 179 SHS    
    QUALCOMM 142 SHS    
    QUALCOMM 107 SHS 5,586 7,945
    ROCKWELL AUTO 86 SHS 5,909 7,799
    ROGERS CORP 114 SHS 6,923 7,011
    ROYAL BK 137 SHS 9,237 9,211
    SEALED AIR CORP 365 SHS    
    SOLARCITY 106 SHS 5,896 6,023
    ST JUDE MED CTR 77 SHS    
    STARBUCKS CORP 158 SHS 9,106 12,386
    STARBUCKS CORP 68 SHS    
    STARWOOD HOTELS 68 SHS    
    STARWOOD HOTELS 89 SHS 6,580 7,071
    STATOIL ASA 474 SHS    
    SVB FINANCIAL 19,898 21,601
    SYMANTEC CORP 432 SHS 8,828 10,187
    SYMANTEC CORP 166 SHS    
    TARGET CORP 239 SHS    
    TELEFONICA S A 429 7,048 7,010
    TIME WARNER INC 317 SHS    
    UMPQUA HOLDINGS 640 11,338 12,250
    UNILEVER 289 SHS 11,422 11,626
    UNITED HEALTH GROUP 268 SHS    
    UNITED NAT FOODS 104 SHS 5,191 7,841
    UNITED PARCEL SERVICE 161 SHS    
    VALAMONT INDUSTRIES 79 SHS 8,963 11,780
    VALMONT INDUSTRIES    
    VODAFONE GROUP 129 SHS 3,768 5,071
    VODAFONE GROUP 593 SHS    
    WABTEC 180 SHS 7,289 13,369
    WABTEC 132 SHS    
    WELLS FARGO & CO 465 SHS    
    WESTPORT INNOVATION 11,937 11,354
    WHOLE FOODS 140 SHS    
    WHOLE FOODS 277 SHS 9,144 16,019
    VERIFONE SYSTEMS 143 SHS    

    TY 2013 OtherProfessionalFeesSchedule
    Name:
    PATHFINDER FUND
    EIN: 34-6536633
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 5,203      
    ADR FEES 25      


    TY 2013 TaxesSchedule
    Name:
    PATHFINDER FUND
    EIN: 34-6536633
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX PAID 322