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 04-01-2013 , and ending 03-31-2014
Name of foundation
THE MARY E BABCOCK FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)1436 ESTATES DRIVE   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEWARK, OH43055
A Employer identification number

31-1170451
B Telephone number (see instructions)

(614) 855-7610
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,105,205J 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...... 44,102 44,102  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 148,669
b Gross sales price for all assets on line 6a 1,008,640
7 Capital gain net income (from Part IV, line 2)... 148,669
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........ 192,771 192,771 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
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 998 0 0 0
c Other professional fees (attach schedule).... Click to see attachment 13,090 13,090 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 308 157 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 1,934 0 0 652
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 16,330 13,247 0 652
25 Contributions, gifts, grants paid........ 88,175 88,175
26 Total expenses and disbursements. Add lines 24 and 25 104,505 13,247 0 88,827
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 88,266
b Net investment income (if negative, enter -0-) 179,524
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 56 559 559
2 Savings and temporary cash investments.......... 133,921 26,544 26,544
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)........ 710,355 Click to see attachment360,895 570,710
c Investments—corporate bonds (attach schedule)........ 149,023 Click to see attachment182,023 181,814
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 669,064 Click to see attachment1,181,752 1,325,578
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) 1,662,419 1,751,773 2,105,205
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 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......... 1,662,419 1,751,773
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 0 0
30 Total net assets or fund balances (see page 17 of the
instructions).................... 1,662,419 1,751,773
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 1,662,419 1,751,773
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 1,662,419
2 Enter amount from Part I, line 27a..................... 2 88,266
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 1,088
4 Add lines 1, 2, and 3.......................... 4 1,751,773
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 1,751,773
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 1921.599 ASTON/LAKE PARTNERS   2013-07-01 2013-10-08
b 30 CNOOC LT SPONSORED ADR   2013-04-04 2013-06-28
c 300 CONOCO PHILLIPS P 2013-03-08 2013-10-08
d 400CREDIT SUISSE CUSHING   2012-12-17 2013-08-02
e 300 DANAHER CORP   2013-04-04 2013-07-26
250 HJ HEINZ   2012-08-09 2013-06-10
158.253 HARBOR INTERNATIONAL FD   2013-01-10 2013-07-01
120 HARMAN INT'L   2013-04-04 2013-07-26
80 HARMAN INT'L   2013-04-04 2013-10-08
100 ISHARES IBOXX$ HI YLD   2012-08-09 2013-06-28
300 ISHARES RUSSELL MIDCAP   2013-01-29 2013-07-26
275 MICHAEL KORS HOLDINGS   2013-03-12 2013-07-26
425 OWENS & MINOR   2013-03-26 2013-06-28
1821.494 PIMCO COMMODITY REAL RETURN   2013-05-26 2013-10-08
2717.391 PIMCO COMMODITY REAL RETURN   2013-07-01 2013-10-08
2 ROYAL DUTCH SHELL PLC   2012-12-20 2013-06-24
150 ROYAL DUTCH SHELL PLC   2013-04-04 2013-08-02
468.165 RYDEX MANAGED FUTURES   2013-06-25 2013-10-08
702.576 RYDEX MANAGED FUTURES   2013-07-01 2013-10-08
400 UNILEVER PLC   2012-08-09 2013-08-02
350 ABBOTT LABS   2002-02-08 2013-10-08
275 ACCENTURE PLC   2009-10-22 2013-08-02
150 ACTAVIS PLC   2011-05-02 2013-10-08
150 AIR PRODUCTS & CHEMICALS   2011-08-02 2013-10-08
400 AT&T   2007-10-23 2013-10-08
175 BHP BILLITON LDT SPON ADR   2010-04-20 2013-06-28
200 CHEVRON CORP   2010-04-01 2013-10-08
300 CISCO SYSTEMS   2007-10-05 2013-10-08
300 CISCO SYSTEMS   2008-01-16 2013-10-08
60 CNOOC LTD SPON ADR   2012-03-08 2013-06-27
900 CREDIT SUISSE CUSHING 30   2010-11-30 2013-08-02
400 CREDIT SUISSE CUSHING 30   2011-05-04 2013-08-02
200 EXXON MOBIL   2000-07-17 2013-10-08
20 GOOGLE INC   2009-06-04 2013-10-08
406.042 HARBOR INT'L FD   2011-05-02 2013-06-25
188.135HARBOR INT'L FD   2011-05-02 2013-07-01
332.613 HARBOR INT'L FD   2012-04-03 2013-07-01
350 INTUIT   2006-01-23 2013-08-02
40 INTUITIVE SURGICAL   2007-02-09 2014-03-06
100 ISHARES GLOBAL TELECOM   2007-01-08 2013-06-28
225 ISHARES IBOXX $ HI YLD   2012-06-01 2013-06-28
250 ISHARES RUSSELL 2000   2011-01-25 2013-09-24
125 ISHARES RUSSELL 2000   2011-10-03 2013-09-24
350 ISHARES RUSSELL MIDCAP   2010-12-21 2013-07-26
200 ISHARES RUSSELL MIDCAP   2012-03-13 2013-07-26
200 MCDONALDS CORP   2011-01-25 2013-10-08
250 NESTLE S A SPORNSORED ADR   2012-04-12 2013-08-02
50 PEPSICO   2007-10-23 2013-10-08
150 PEPSICO   2007-10-23 2013-04-04
100 PEPSICO   2009-06-04 2013-10-08
200 POTASH CORP   2011-05-11 2013-07-26
368 PROCTOR & GAMBLE   2005-04-25 2014-03-06
200 ROYAL DUTCH SHELL   2012-04-12 2013-08-02
500 STATOILHYDRO ASA SPONSORED ADR   2010-06-08 2013-04-04
800 TECHNOLOGY SELECT SECTOR   2006-11-10 2013-10-08
350 TECHNOLOGY SELECT SECTOR   2007-06-06 2013-10-08
100 UNION PACIFIC   2012-03-08 2013-08-02
200 UNITED PARCEL SERVICE   2006-01-23 2013-04-04
1200 VANGUARD FTSE ALL-WORLD EX-US   2008-01-16 2013-06-28
250 VANGUARD FTSE ALL-WORLD EX-US   2008-06-27 2013-06-28
200 VANGUARD FTSE ALL-WORLD EX-US   2009-09-30 2013-06-28
450 VANGUARD FTSE ALL-WORLD EX-US   2010-04-26 2013-06-28
450 VANGUARD FTSE ALL-WORLD EX-US   2010-09-27 2013-06-28
350 WILLIAMS COMPANIES   2012-02-16 2013-07-26
ENTERPRISE PARTNERS LP      
LITIGATION PROCEEDS      
CAPITAL GAINS 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 25,154   25,000 154
b 5,027   5,656 -629
c 21,286   17,399 3,887
d 11,848   9,384 2,464
e 20,042   18,237 1,805
18,125   13,801 4,324
9,964   10,000 -36
6,973   5,144 1,829
5,323   3,429 1,894
9,085   9,168 -83
22,633   20,003 2,630
17,598   15,325 2,273
14,379   13,773 606
10,364   10,000 364
15,462   15,000 462
120   132 -12
10,063   9,909 154
9,551   10,000 -449
14,333   15,000 -667
16,500   14,300 2,200
11,677   8,705 2,972
20,413   10,378 10,035
21,258   9,459 11,799
15,558   12,900 2,658
13,314   16,720 -3,406
10,100   13,876 -3,776
23,460   15,328 8,132
6,821   9,824 -3,003
6,821   7,567 -746
10,054   12,974 -2,920
26,659   20,771 5,888
11,848   9,862 1,986
17,149   7,863 9,286
17,136   8,826 8,310
25,000   27,335 -2,335
11,845   12,665 -820
20,941   20,000 941
22,315   9,090 13,225
17,830   4,471 13,359
5,943   6,371 -428
20,440   19,477 963
26,671   19,338 7,333
13,335   7,703 5,632
26,406   19,989 6,417
15,089   12,539 2,550
18,828   15,024 3,804
17,340   15,337 2,003
3,959   3,564 395
11,896   10,693 1,203
7,919   5,457 2,462
7,392   10,479 -3,087
28,662   19,924 8,738
13,418   13,971 -553
12,023   9,992 2,031
25,378   18,599 6,779
11,103   8,908 2,195
16,390   10,766 5,624
16,700   15,162 1,538
53,192   64,627 -11,435
11,082   13,190 -2,108
8,865   8,680 185
19,947   20,365 -418
19,947   20,392 -445
11,745   10,150 1,595
8     8
11     11
10,922     10,922
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       154
b       -629
c       3,887
d       2,464
e       1,805
      4,324
      -36
      1,829
      1,894
      -83
      2,630
      2,273
      606
      364
      462
      -12
      154
      -449
      -667
      2,200
      2,972
      10,035
      11,799
      2,658
      -3,406
      -3,776
      8,132
      -3,003
      -746
      -2,920
      5,888
      1,986
      9,286
      8,310
      -2,335
      -820
      941
      13,225
      13,359
      -428
      963
      7,333
      5,632
      6,417
      2,550
      3,804
      2,003
      395
      1,203
      2,462
      -3,087
      8,738
      -553
      2,031
      6,779
      2,195
      5,624
      1,538
      -11,435
      -2,108
      185
      -418
      -445
      1,595
      8
      11
      10,922
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 2 148,669
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 65,015 1,803,912 0.036041
2011 18,494 1,697,830 0.010893
2010 10,203 1,579,019 0.006462
2009 27,388 1,398,183 0.019588
2008 24,013 1,503,555 0.015971
2 Total of line 1, column (d) ...................... 2 0.088955
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 0.017791
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 1,990,822
5 Multiply line 4 by line 3....................... 5 35,419
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,795
7 Add lines 5 and 6......................... 7 37,214
8 Enter qualifying distributions from Part XII, line 4.............. 8 88,827
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 1,795
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 1,795
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 1,795
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 760
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.............. 7 760
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 1,035
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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOH
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletSCOTT E SHILLING Telephone no.bullet (614) 855-7610
    Located atbullet6650 WALNUT STREETNEW ALBANYOH ZIP+4bullet43054
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    MRS JEAN WRIGHT PRESIDENT
    2.00     		0 0 0
    9889 HOLLOW ROAD
    PATASKALA,OH43062
    RICHARD T CLARK DIRECTOR
    2.00     		0 0 0
    PO BOX 382
    JOHNSTOWN,OH43031
    MARY C THOMAS SECRETARY
    2.00     		0 0 0
    5528 JOHNSTOWN-ALEXANDRIA ROAD
    JOHNSTOWN,OH43031
    SCOTT E SCHILLING TREASURER
    2.00     		0 0 0
    6650 WALNUT STREET
    NEW ALBANY,OH43054
    TODD DODDERER DIRECTOR
    2.00     		0 0 0
    3460 BEECH ROAD
    JOHNSTOWN,OH43031
    STEVEN H WILLIAMS VICE PRESIDENT
    2.00     		0 0 0
    11704 APPLETON RD
    CROTON,OH43013
    MRS SHARON JOHNSON DIRECTOR
    2.00     		0 0 0
    66 EAST DOUGLAS STREET
    JOHNSTOWN,OH43031
    TERRY A PRIEST DIRECTOR
    2.00     		0 0 0
    128 STONE HEDGE ROW DRIVE
    JOHNSTOWN,OH43031
    CHARLES WALKER DIRECTOR
    2.00     		0 0 0
    4012 DUTCH LANE RD
    JOHNSTOWN,OH43031
    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.........................bullet0
    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
    99,541
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    1,795
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,795
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    97,746
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    97,746
    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
    97,746
    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 97,746
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 88,754
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 88,827
    a Applied to 2012, but not more than line 2a 88,754
    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..... 73
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2013. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		97,673
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    STUART PARSONS
    1436 ESTATES DRIVE
    NEWARK,OH43055
    (740) 366-6561
    bThe form in which applications should be submitted and information and materials they should include:
    BRIEF DESCRIPTION OF CHARITABLE ACTIVITIES FOR WHICH FUNDS ARE REQUESTED.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    JOHNSTOWN, OHIO AREA
    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
    MONROE TOWNSHIP
    7621 JOHNSTOWN-ALEXANDRIA RD
    JOHNSTOWN,OH43031     		N/A N/A ERECT FENCE FOR LOCAL CEMETARY 20,000
    PIPER EXCAVATING AND DEVELOPMENT LLC
    6147 SOWERBY LANE
    WESTERVILLE,OH43081     		N/A N/A EXCAVATING FOR A VIETNAM WAR WALL 1,500
    APPLE BLOSSOM FLOWERS LANDSCAPING
    225 EDWARDS RD
    JOHNSTOWN,OH43037     		N/A N/A FLOWERS AND LANDSCAPING OF TOWN SQUARELANDSCAPING TOWN SQUARE 5,650
    LICKING COUNTY FOUNDATION-BABCOCK FUND
    30 N SECOND STREET
    NEWARK,OH43055     		N/A PC DONATION TO BABCOCK FUND 34,500
    DENISON UNIVERSITY
    100 W COLLEGE ST
    GRANVILLE,OH43023     		N/A N/A SCHOLARSHIP FOR ELIZABETH VANNESS 1,000
    OHIO STATE UNIVERITY
    PO BOX 182646
    COLUMBUS,OH432182646     		N/A N/A SCHOLARSHIP FOR BRYON D. FOLTZ 1,000
    MIDLAND THEATRE
    36 N PARK PLACE
    NEWARK,OH43055     		N/A N/A ARTS FOR ALL PROJECT 7,500
    ALEXANDER WILBERT VAULTS
    134 HARDING WAY WEST
    GALION,OH44833     		N/A N/A STRIGHTENING HEADSTONES AT HISTORICAL CEMETARY IN JOHNSTOWN 10,450
    JOHNSTOWN AREA COMMUNITY FOUNDATION
    12176 EDWARDS RD
    JOHNSTOWN,OH43031     		N/A PC TRAILHEAD PROJECT-BOLLARDS AND PARKING BLOCKS 6,575
    Total .................................bullet 3a 88,175
    bApproved for future payment
    Total .................................bullet 3b 0
    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 44,102  
    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 .............     		    18 148,669  
    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).. 0 192,771 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13192,771
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 AccountingFeesSchedule
    Name:
    THE MARY E BABCOCK FOUNDATION
    EIN: 31-1170451
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREP 998 0 0 0

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    THE MARY E BABCOCK FOUNDATION
    EIN: 31-1170451
    Name of Bond End of Year Book Value End of Year Fair Market Value
    VANGUARD SHORT TERM BOND ETF 149,023 147,766
    LOOMIS SAYLES BOND FUND 33,000 34,048

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    THE MARY E BABCOCK FOUNDATION
    EIN: 31-1170451
    Name of Stock End of Year Book Value End of Year Fair Market Value
    PNC FINANCIAL SERVICES GROUP 30,261 13,572
    HUNTINGTON BANCSHARES 6,760 4,825
    ABBOT LABORATORIES 8,713 14,056
    JOHNSON & JOHNSON 28,988 49,115
    EXXON MOBIL 16,643 26,862
    GENERAL ELECTRIC 16,587 27,185
    STERICYCLE INC 4,609 22,724
    PROCTOR & GAMBLE CO 16,474 22,165
    3M CO 14,784 27,132
    DUKE ENERGY 11,450 22,221
    APPLE COMPUTER INC 6,852 21,469
    AT&T INC 15,894 21,042
    CHURCH & DWIGHT CO 8,838 27,628
    ILLINOIS TOOL WORKS INC 16,515 24,399
    KELLOGG CO 17,471 21,948
    QUALCOMM INCORPORATED 11,505 19,715
    CORE LABORATORIES NV 4,183 19,844
    CHEVRON CORP 18,295 27,944
    PARK NATIONAL CORP 18,838 23,067
    EMERSON ELECTRIC CO 26,016 33,400
    RENAISSANCE RE HOLDINGS LTD 11,111 19,520
    ABB VIE INC 18,889 36,751
    LINEAR TECH CORP 13,012 19,476
    MARSH & MCLENNAN CORP 18,207 24,650

    TY 2013 InvestmentsOtherSchedule2
    Name:
    THE MARY E BABCOCK FOUNDATION
    EIN: 31-1170451
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    UTILITIES SELECT SECTOR SPDR AT COST 13,451 14,511
    ENTERPRISE PRODUCTS PARTNERS AT COST 11,062 27,744
    VANGUARD EUROPEAN STOCK INDEX FUND AT COST 30,393 24,601
    VANGUARD INSTITUTIONAL EXTENDED MARKET INDEX AT COST 30,393 47,545
    VANGUARD INSTITUTIONAL INDEX FUND AT COST 91,180 118,080
    VANGUARD PACIFIC STOCK INDEX FUND AT COST 30,393 25,617
    FINANCIAL SELECT SECTOR SPDR FUND AT COST 30,515 33,510
    WISDONTREE EMERGING MKTS SMALL CAP AT COST 52,312 51,271
    ISHARES CORE S&P MID-CAP ETF AT COST 55,047 60,487
    ISHARES CORE S&P SMALL-CAP ETF AT COST 56,781 66,084
    ISHARES MSCI EAFE ETF AT COST 55,322 60,480
    VANGUARD SMALL-CAP GROWTH AT COST 62,567 70,066
    AMERICAN FDS-EUROPACIFIC GROWTH AT COST 50,000 57,033
    AQR MANAGED FUTURES FD AT COST 32,400 32,433
    DFA INTERNATIONAL SMALL CAP VLAUE AT COST 58,700 70,220
    DFA REAL ESTATE SEC FD AT COST 37,200 39,103
    DFA US LARGE CAP VLAUE FD AT COST 105,400 119,492
    DFA US TARGETED VALUE FD AT COST 61,300 67,452
    DIAMOND-HILL LARGE-CAP FD AT COST 106,800 112,040
    DODGE & COX INTERNATIONAL STOCK FD AT COST 50,700 59,786
    HARBOR CAPITAL APPRECIATION FD AT COST 38,500 41,744
    INVESCO BALANCED-RISK ALLOCATION FD AT COST 33,400 31,743
    VANGUARD 500 INDEX FD AT COST 40,000 42,536
    VANGUARD MID-CAP GROWTH AT COST 47,936 52,000

    TY 2013 OtherExpensesSchedule
    Name:
    THE MARY E BABCOCK FOUNDATION
    EIN: 31-1170451
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 961 0 0 0
    SAFE DEPOSIT BOX 48 0 0 0
    STATE FILING FEES 225 0 0 0
    POSTAGE 48 0 0 0
    AWARDS 352 0 0 352
    FLAGS 300 0 0 300


    TY 2013 OtherIncreasesSchedule
    Name:
    THE MARY E BABCOCK FOUNDATION
    EIN: 31-1170451
    Description Amount
    PARTNERSHIP DISTRIBUTION OVER INCOME 1,088


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    THE MARY E BABCOCK FOUNDATION
    EIN: 31-1170451
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNT MANAGEMENT FEES 9,868 9,868 0 0
    AGENCY FEES 3,222 3,222 0 0


    TY 2013 TaxesSchedule
    Name:
    THE MARY E BABCOCK FOUNDATION
    EIN: 31-1170451
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX WITHHELD 157 157 0 0
    FEDERAL EXCISE 151 0 0 0