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
JOSEPH M WRIGHT CHAR FOUND INC
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 208   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SHELBY, NC28151
A Employer identification number

56-1872992
B Telephone number (see instructions)

(704) 487-8888
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,978,807J 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 271 271 271
4 Dividends and interest from securities...... 44,927 44,927 44,927
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 147,786
b Gross sales price for all assets on line 6a 1,795,661
7 Capital gain net income (from Part IV, line 2)... 147,786
8 Net short-term capital gain......... 29,358
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 7,014   7,014
12 Total. Add lines 1 through 11........ 199,998 192,984 81,570
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 3,150 175    
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 2,034 2,034    
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 24,844 21,582    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 30,028 23,791   0
25 Contributions, gifts, grants paid........ 117,450 117,450
26 Total expenses and disbursements. Add lines 24 and 25 147,478 23,791   117,450
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 52,520
b Net investment income (if negative, enter -0-) 169,193
c Adjusted net income (if negative, enter -0-)... 81,570
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 140,572 112,882 112,882
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)........ 1,600,099 Click to see attachment1,682,091 1,862,756
c Investments—corporate bonds (attach schedule)........      
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) Click to see attachment4,951 Click to see attachment3,169 Click to see attachment3,169
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,745,622 1,798,142 1,978,807
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 1,745,622 1,798,142
30 Total net assets or fund balances (see page 17 of the
instructions).................... 1,745,622 1,798,142
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 1,745,622 1,798,142
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 1,745,622
2 Enter amount from Part I, line 27a..................... 2 52,520
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 1,798,142
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 1,798,142
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 ABBVIE INC P 2013-04-03 2013-06-26
b ALLIANCE DATA SYS P 2013-04-03 2013-09-04
c AQR FDS RISK PARITY FD P 2013-01-30 2013-05-06
d CBS CORP NEW P 2013-04-03 2013-11-27
e DELTA AIRLINES P 2013-04-03 2013-07-31
F5 NETWORKS INC P 2012-08-23 2013-04-03
GENUINE PARTS P 2013-05-14 2013-05-23
JPMORGAN CHASE & CO P 2013-10-15 2013-11-27
MARATHON PETE CORP P 2013-04-03 2013-09-27
NOBLE CORP P 2013-03-27 2013-04-03
REGIONS FINL CORP P 2013-07-31 2013-11-29
THERMO ELECTRON CORP P 2013-04-03 2013-09-04
WHIRLPOOL CORP P 2013-06-24 2013-09-26
BANCO LATINO AMERICAN DE COMERCIO P 2012-02-07 2013-10-07
EATON VANCE TAX MAN GLBL P 2012-02-07 2013-10-07
HONEYWELL INTERNATIONAL P 2012-04-26 2013-12-13
MCKESSON HBOC INC P 2011-09-16 2013-04-03
NATIONAL-OILWELL INC P 2011-09-16 2013-03-06
PIMCO TOTAL RETURN FD P 2012-07-30 2013-10-23
TELEFONICA BRASIL SA SPONSORED P 2011-09-16 2013-02-22
MFS GOVT MKT INCOME P 2011-09-16 2013-11-01
VANGUARD REIT ETF P 2011-09-15 2013-05-06
ABSOLUTE STRATEGIES FD P 2012-08-01 2013-01-30
ALLIED WORLD ASSURANCE P 2012-07-17 2013-04-03
AQR FDS RISK PARITY FD P 2013-01-30 2013-10-15
CENTURYTEL INC P 2013-05-14 2013-08-20
DELTA AIRLINES P 2013-10-15 2013-11-27
GANNETT INC P 2013-05-14 2013-10-07
GENUINE PARTS P 2012-06-28 2013-05-23
JOHNSON CTLS INC P 2013-10-15 2013-11-27
MARATHON PETE CORP P 2013-04-03 2013-09-27
OCCIDENTAL PETE CORP P 2012-04-18 2013-03-27
REINSURANCE GROUP AMER P 2013-06-27 2013-07-31
THERMO ELECTRON CORP P 2013-10-15 2013-11-27
WYNDHAM WORLDWIDE CORP P 2013-04-03 2013-06-24
BANCO LATINO AMERICAN DE COMERCIO P 2011-09-16 2013-10-07
F5 NETWORKS P 2011-09-16 2013-04-03
HOSPITALITY PPTYS TR COM P 2011-10-19 2013-10-07
MEDTRONIC INC P 2011-05-18 2013-04-03
NOBLE CORP P 2011-10-27 2013-04-03
POWERSHARES EXCHANGE P 2012-09-10 2013-10-07
TELEFONICA BRASIL SA SPONSORED P 2011-10-19 2013-02-22
MICROSOFT CORP P 2008-03-18 2013-06-24
VANGUARD REIT ETF P 2011-09-15 2013-11-01
AFLAC INC P 2012-11-19 2013-02-20
ALLIED WORLD ASSURANCE P 2012-07-18 2013-04-03
AUTOZONE INC P 2013-03-06 2013-04-03
CIGNA CORP P 2013-04-03 2013-06-24
DIGITAL REALTY TR P 2013-05-14 2013-10-07
GANNETT INC P 2013-02-22 2013-10-07
GLOBAL X FDS GLB X CDA PFD P 2012-06-28 2013-01-29
KIMBERLY CLARK CORP P 2012-06-28 2013-04-26
MATTEL INC P 2013-04-03 2013-07-31
OCCIDENTAL PETE CORP P 2012-04-18 2013-04-03
REINSURANCE GROUP AMER P 2013-06-27 2013-07-31
THERMO ELECTRON CORP P 2013-04-03 2013-11-27
ALERIAN MLP ETF P 2012-10-10 2013-11-01
BANCO LATINO AMERICAN DE COMERCIO P 2011-09-16 2013-11-01
GATX CORP P 2011-09-16 2013-10-07
HOSPITALITY PPTYS TR COM P 2011-10-19 2013-11-01
MERCK & CO P 2011-09-16 2013-03-11
NORFOLK SOUTHERN CORP P 2011-09-16 2013-03-27
POWERSHARES EXCHANGE P 2012-09-10 2013-11-01
TORTOISE ENERGY INFRASTRUCTURE P 2012-02-07 2013-08-09
MICROSOFT CORP P 2008-03-18 2013-09-04
AGCO CORP P 2013-10-15 2013-11-27
ALLIED WORLD ASSURANCE P 2012-08-08 2013-04-03
AUTOZONE INC P 2013-01-30 2013-04-03
CISCO SYS INC P 2013-04-03 2013-09-05
DODGE & COX INCOME P 2013-10-23 2013-11-01
GANNETT INC P 2013-02-25 2013-10-07
GLOBAL X FDS GLB X CDA PFD P 2012-02-08 2013-01-29
KLA-TENCOR CORP P 2013-04-03 2013-09-04
MAXIM INTEGRATED PRODUCTS P 2013-04-03 2013-06-24
OCCIDENTAL PETE CORP P 2012-09-07 2013-04-03
REINSURANCE GROUP AMER P 2013-06-27 2013-08-01
TIME WARNER CABLE P 2013-03-06 2013-04-03
ALERIAN MLP ETF P 2012-10-10 2013-12-13
CAPITAL ONE FINANCIAL P 2011-10-27 2013-01-22
GATX CORP P 2011-09-16 2013-11-01
INTERNATIONAL BUSINESS MACHS P 2011-05-17 2013-04-03
MFS GOVT MKT INCOME P 2012-02-08 2013-10-07
NORTHEAST UTILS COM P 2012-02-01 2013-04-03
RAYONIER INC P 2011-10-19 2013-10-07
TORTOISE ENERGY INFRASTRUCTURE P 2012-02-08 2013-08-09
PIMCO ALL ASSET ALL AUTH FD P 2011-09-15 2013-05-06
AGCO CORP P 2013-09-26 2013-11-27
ALLIED WORLD ASSURANCE P 2012-11-02 2013-04-03
AXIS CAPITAL HOLDINGS P 2013-04-03 2013-09-05
CISCO SYS INC P 2013-04-03 2013-09-05
DU PONT E I DE NEMOURS P 2013-05-14 2013-05-23
GANNETT INC P 2013-02-25 2013-11-01
GLOBAL X FDS GLB X CDA PFD P 2012-02-07 2013-01-29
KLA-TENCOR CORP P 2013-04-03 2013-09-05
MERCK & CO P 2012-06-28 2013-03-11
OPPENHEIMER DVLPING MKTS P 2013-01-30 2013-11-01
REINSURANCE GROUP AMER P 2013-06-27 2013-08-01
TIME WARNER CABLE P 2013-03-07 2013-04-03
ALLIANT ENERGY CORP P 2011-09-16 2013-04-03
CAPITAL ONE FINANCIAL P 2011-09-16 2013-01-22
GENUINE PARTS P 2012-06-28 2013-10-07
ISHARES S&P PFD STK INDX P 2012-10-12 2013-10-15
MFS GOVT MKT INCOME P 2012-02-07 2013-10-07
OLIN CORP P 2012-06-28 2013-10-07
RAYONIER INC P 2011-10-19 2013-11-01
TUPPERWARE CORP P 2012-02-08 2013-03-12
PIMCO ALL ASSET ALL AUTH FD P 2011-09-15 2013-10-15
AGCO CORP P 2013-09-27 2013-11-27
ALLSTATE CORP P 2013-04-03 2013-06-24
AXIS CAPITAL HOLDINGS P 2013-04-03 2013-09-06
CISCO SYS INC P 2013-04-03 2013-11-27
EATON CORP P 2013-05-14 2013-10-07
GAP INC P 2013-10-15 2013-12-24
HANESBRANDS INC P 2013-06-25 2013-09-04
KLA-TENCOR CORP P 2013-04-03 2013-09-05
MET LIFE P 2013-10-15 2013-11-27
PENNYMAC MTG INVT TR P 2013-05-14 2013-10-07
REINSURANCE GROUP AMER P 2013-06-27 2013-08-01
TJX COMPANIES P 2012-11-19 2013-02-15
AMERICAN CAMPUS CMNTYS P 2011-09-16 2013-08-09
CENTURYTEL INC P 2011-10-10 2013-08-20
GENUINE PARTS P 2011-09-16 2013-10-07
KIMBERLY CLARK CORP P 2011-09-16 2013-04-26
MFS GOVT MKT INCOME P 2012-06-28 2013-10-07
OLIN CORP P 2011-09-16 2013-10-07
RAYONIER INC P 2011-10-19 2013-12-13
TUPPERWARE CORP P 2012-02-08 2013-03-15
PIMCO ALL ASSET ALL AUTH FD P 2011-09-15 2013-12-12
AGCO CORP P 2013-09-27 2013-11-27
AMERICAN CAMPUS CMNTYS P 2013-05-14 2013-08-09
BANCO LATINO AMERICAN DE COMERCIO P 2013-05-23 2013-10-07
CISCO SYS INC P 2013-10-15 2013-11-27
EATON CORP P 2013-04-19 2013-10-07
GAP INC P 2013-10-15 2013-12-26
HERCULES TECHNOLOGY GROWTH P 2013-05-14 2013-10-07
KROGER CO P 2013-04-03 2013-06-24
MICROCHIP TECHNOLOGY P 2013-05-14 2013-10-07
PENNYMAC MTG INVT TR P 2013-05-14 2013-11-01
REINSURANCE GROUP AMER P 2013-06-26 2013-08-01
TJX COMPANIES P 2012-11-19 2013-02-15
AMERICAN CAP AGY CORP P 2011-09-16 2013-08-20
CHEVRONTEXACO CORP P 2011-09-16 2013-04-03
GENUINE PARTS P 2011-09-16 2013-11-01
KIMBERLY CLARK CORP P 2011-09-16 2013-04-26
MICROCHIP TECHNOLOGY P 2012-09-07 2013-10-07
OLIN CORP P 2011-09-16 2013-11-01
RAYONIER INC P 2011-10-20 2013-12-13
WINDSTREAM CORP P 2011-09-16 2013-02-22
ROWE T PRICE SMALL CAP STOCK P 2011-09-16 2013-10-23
AGCO CORP P 2013-09-27 2013-11-29
AMERICAN CAP AGY CORP P 2013-04-03 2013-06-24
BANCO LATINO AMERICAN DE COMERCIO P 2013-05-14 2013-10-07
COACH INC COMM P 2012-05-02 2013-01-23
EATON CORP P 2013-04-19 2013-11-01
GAP INC P 2013-07-31 2013-12-26
HERTZ GLOBAL HOLDINGS P 2013-04-03 2013-06-24
LINCOLN NATL CORP P 2013-10-15 2013-11-27
MICROSOFT CORP P 2013-04-03 2013-09-04
PFIZER INC P 2013-05-14 2013-11-01
ROWE T PRICE SMALL CAP STOCK P 2013-10-15 2013-10-23
TORTOISE ENERGY INFRASTRUCTURE P 2013-05-23 2013-11-01
ANHEUSER BUSCH INBEV P 2011-09-16 2013-04-03
COCA-COLA P 2011-09-16 2013-04-03
GILEAD SCIENCES P 2011-09-16 2013-04-03
KRAFT FOODS GROUP P 2011-09-16 2013-10-07
MICROCHIP TECHNOLOGY P 2011-09-16 2013-10-07
OMEGA HEALTHCARE INVS P 2011-10-19 2013-05-23
RAYONIER INC P 2011-09-16 2013-01-29
DODGE & COX INCOME P 2011-09-15 2013-01-30
TORTOISE ENERGY INFRASTRUCTURE P 2011-09-16 2013-08-09
AGILENT TECHNOLOGIES P 2012-08-08 2013-04-03
AMERICAN CAP AGY CORP P 2013-05-14 2013-08-20
BCE INC P 2013-04-03 2013-06-24
COCA-COLA ENTERPRISES P 2013-04-03 2013-06-24
EATON VANCE TAX MAN GLBL P 2013-05-14 2013-11-01
GAP INC P 2013-09-27 2013-12-26
HERTZ GLOBAL HOLDINGS P 2013-04-03 2013-09-26
LORILLARD INC P 2012-08-16 2013-02-27
MONDELEZ INTL INC P 2012-11-19 2013-04-03
PIMCO ALL ASSET ALL AUTH FD P 2013-01-30 2013-05-06
ROWE T PRICE SMALL CAP STOCK P 2013-02-04 2013-10-23
UNION PAC CORP P 2013-03-27 2013-04-03
ANNALY CAP MGMT P 2011-09-16 2013-05-14
DIGITAL RLTY TR P 2011-10-19 2013-10-07
GOOGLE INC P 2011-05-17 2013-04-03
KRAFT FOODS GROUP P 2011-09-16 2013-11-01
MICROCHIP TECHNOLOGY P 2011-09-16 2013-11-01
OMEGA HEALTHCARE INVS P 2011-10-19 2013-10-07
REALTY INCOME CORP P 2011-09-16 2013-10-07
DODGE & COX INCOME P 2011-09-15 2013-05-06
TORTOISE ENERGY INFRASTRUCTURE P 2011-09-16 2013-08-12
AIRCASTLE LTD ADR P 2013-05-31 2013-10-07
AMERICAN CAP LTD P 2012-11-08 2013-04-03
BLACKROCK INC P 2013-04-03 2013-06-24
CONAGRA INC P 2013-04-03 2013-09-04
ENBRIDGE INC P 2013-03-06 2013-04-03
GENERAL ELEC P 2013-02-07 2013-04-03
HOME DEPOT P 2013-04-03 2013-06-24
LORILLARD INC P 2013-10-15 2013-11-27
MONDELEZ INTL INC P 2012-11-19 2013-04-03
PIMCO TOTAL RETURN FD P 2012-07-30 2013-01-30
SBA COMMUNICATIONS P 2012-11-30 2013-04-03
UNITEDHEALTH GROUP P 2012-08-08 2013-04-03
APPLE COMPUTER P 2011-09-16 2013-04-03
DIGITAL RLTY TR P 2011-10-19 2013-11-01
HERCULES TECHNOLOGY GROWTH P 2011-09-16 2013-10-07
LOCKHEED MARTIN CORP P 2011-09-16 2013-01-29
MOODYS CORP P 2011-10-27 2013-02-06
OMEGA HEALTHCARE INVS P 2011-10-19 2013-11-01
REALTY INCOME CORP P 2011-09-16 2013-11-01
EATON VANCE TAX MAN GLBL P 2011-09-16 2013-10-07
TORTOISE ENERGY INFRASTRUCTURE P 2011-09-16 2013-08-13
AIRCASTLE LTD ADR P 2013-05-30 2013-10-07
AMERICAN INTL GROUP P 2012-08-20 2013-04-03
BOEING CO P 2012-09-05 2013-01-08
CONAGRA INC P 2013-04-03 2013-09-05
ENSCO PLC SHS P 2013-04-03 2013-07-31
GENERAL ELEC P 2012-11-19 2013-04-03
HONEYWELL INTERNATIONAL P 2013-05-14 2013-10-07
MACYS INC P 2013-04-03 2013-09-04
MYLAN LABORATORIES P 2013-10-15 2013-11-27
POWERSHARES EXCHANGE P 2013-05-14 2013-10-07
SEAGATE TECHNOLOGY P 2013-04-03 2013-06-24
US BANCORP DEL P 2013-04-03 2013-06-24
AQR FDS RISK PARITY FD P 2012-07-11 2013-10-15
DU PONT E I DE NEMOURS P 2012-02-07 2013-05-23
HERCULES TECHNOLOGY GROWTH P 2011-09-16 2013-11-01
LORILLARD INC P 2012-02-08 2013-02-27
MOODYS CORP P 2011-09-16 2013-02-06
PACKAGING CORP AMER P 2011-09-16 2013-04-03
ROCKWOOD HLDGS INC P 2011-09-16 2013-04-03
EATON VANCE TAX MAN GLBL P 2011-09-16 2013-11-01
TORTOISE ENERGY INFRASTRUCTURE P 2011-09-16 2013-08-14
AIRCASTLE LTD ADR P 2013-05-30 2013-11-01
AMERICAN INTL GROUP P 2012-08-15 2013-04-03
BOEING CO P 2013-10-15 2013-11-27
CONAGRA INC P 2013-04-03 2013-09-05
EPR PPTYS COM P 2013-08-20 2013-10-07
GENERAL ELEC P 2012-11-19 2013-04-03
HOTCHKIS & WILEY FUNDS HY P 2012-07-30 2013-01-30
MACYS INC P 2013-04-03 2013-09-05
NEW RESIDENTIAL INVT CORP P 2013-05-22 2013-10-07
PULTE CORP P 2012-12-19 2013-04-03
SNAP-ON INC P 2013-04-03 2013-06-24
US BANCORP DEL P 2013-02-20 2013-06-24
AQR FDS RISK PARITY FD P 2012-07-30 2013-10-15
DU PONT E I DE NEMOURS P 2011-09-16 2013-05-23
HONEYWELL INTERNATIONAL P 2011-10-27 2013-04-03
LTC PPTYS INC P 2011-09-16 2013-08-09
MYLAN LABORATORIES P 2011-09-16 2013-04-03
PFIZER INC P 2012-06-28 2013-10-07
ROWE T PRICE SMALL CAP STOCK P 2012-07-30 2013-10-23
EUROPACIFIC GROWTH FD P 2011-09-15 2013-11-01
TORTOISE ENERGY INFRASTRUCTURE P 2011-09-16 2013-10-07
ALERIAN MLP ETF P 2012-10-09 2013-10-07
AMERICAN INTL GROUP P 2012-08-08 2013-04-03
BRISTOL MYERS SQUIBB P 2012-08-08 2013-04-03
CONAGRA INC P 2013-04-03 2013-09-06
EPR PPTYS COM P 2013-08-20 2013-11-01
GENERAL ELEC P 2013-05-14 2013-10-07
INVESCO MORTGAGE CAPITAL P 2013-05-14 2013-10-07
MAGNA INTERNATIONAL INC P 2013-04-03 2013-07-31
NEW RESIDENTIAL INVT CORP P 2013-05-22 2013-11-01
RAYONIER INC P 2013-05-14 2013-12-13
SPDR TR S&P 500 INDEX P 2012-10-15 2013-01-30
VALERO ENERGY COM P 2013-03-06 2013-04-03
AT&T INC P 2011-09-16 2013-10-07
DU PONT E I DE NEMOURS P 2011-09-16 2013-10-07
HONEYWELL INTERNATIONAL P 2011-09-16 2013-04-03
LTC PPTYS INC P 2011-09-16 2013-10-07
MYLAN LABORATORIES P 2011-09-16 2013-06-24
PFIZER INC P 2011-09-16 2013-10-07
SANDISK CORP P 2011-09-16 2013-04-03
ISHARES S&P PFD STK INDX P 2011-09-16 2013-10-07
TORTOISE ENERGY INFRASTRUCTURE P 2011-09-16 2013-11-01
ALERIAN MLP ETF P 2012-10-10 2013-10-07
AMGEN INC P 2013-04-03 2013-06-24
CAREFUSION CORP P 2013-04-03 2013-06-24
CONAGRA INC P 2013-04-03 2013-09-06
EUROPACIFIC GROWTH FD P 2013-01-30 2013-10-23
GENERAL ELEC P 2013-02-07 2013-10-07
INVESCO MORTGAGE CAPITAL P 2013-05-14 2013-11-01
MARATHON PETE CORP P 2013-04-03 2013-09-26
NEWCASTLE INVESTMENT CORP P 2013-05-14 2013-10-07
REGIONS FINL CORP P 2013-10-15 2013-11-27
TCW FDS INC P 2012-10-12 2013-06-20
WALMART STORES P 2013-02-27 2013-04-03
AT&T INC P 2011-09-16 2013-11-01
DU PONT E I DE NEMOURS P 2011-09-16 2013-11-01
HONEYWELL INTERNATIONAL P 2012-04-26 2013-10-07
LTC PPTYS INC P 2011-09-16 2013-11-01
NATIONAL HEALTH INVS P 2011-09-16 2013-10-07
PFIZER INC P 2011-09-16 2013-11-01
SCHLUMBERGER LTD P 2011-09-16 2013-04-03
ISHARES S&P PFD STK INDX P 2011-09-16 2013-11-01
UNILEVER N V NEW YORK P 2008-03-20 2013-04-03
ALERIAN MLP ETF P 2013-05-14 2013-12-13
APPLE COMPUTER P 2013-02-07 2013-09-04
CBS CORP NEW P 2013-10-15 2013-11-27
DANAHER CORP P 2012-04-04 2013-04-03
EUROPACIFIC GROWTH FD P 2013-01-30 2013-11-01
GENERAL ELEC P 2013-02-07 2013-11-01
JPMORGAN CHASE & CO P 2012-10-22 2013-04-03
MARATHON PETE CORP P 2013-04-03 2013-09-26
NEWCASTLE INVESTMENT CORP P 2013-05-14 2013-11-01
REGIONS FINL CORP P 2013-07-31 2013-11-27
THERMO ELECTRON CORP P 2013-04-03 2013-09-05
WALGREEN CO P 2012-07-19 2013-04-03
ATMEL CORP P 2011-09-16 2013-02-07
EAST WEST BANCORP P 2011-09-16 2013-04-03
HONEYWELL INTERNATIONAL P 2012-04-26 2013-11-01
MASTERCARD INC P 2011-09-16 2013-04-03
NATIONAL HEALTH INVS P 2011-09-16 2013-11-01
PIMCO TOTAL RETURN FD P 2012-07-30 2013-10-15
SCHLUMBERGER LTD P 2011-10-27 2013-04-03
MFS GOVT MKT INCOME P 2011-09-16 2013-10-07
VANGUARD REIT ETF P 2011-09-15 2013-01-30
(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 2,041   1,909 132
b 1,587   1,280 307
c 20,853   19,752 1,101
d 8,935   6,992 1,943
e 2,107   1,493 614
1,930   2,075 -145
983   947 36
1,559   1,422 137
776   1,116 -340
2,777   2,875 -98
2,596   2,702 -106
454   394 60
1,327   1,010 317
1,176   939 237
69   62 7
523   364 159
5,422   3,817 1,605
4,721   4,642 79
19,998   20,988 -990
6,669   8,179 -1,510
324   381 -57
24,113   17,617 6,496
67,810   68,972 -1,162
1,949   1,673 276
3,388   3,486 -98
525   604 -79
2,365   1,946 419
844   723 121
328   235 93
1,204   1,000 204
2,846   3,666 -820
2,892   3,260 -368
2,393   2,380 13
2,628   2,398 230
6,033   7,203 -1,170
2,328   1,619 709
2,757   2,531 226
4,599   3,763 836
7,531   7,079 452
3,069   3,093 -24
3,704   3,741 -37
292   341 -49
1,385   1,254 131
7,903   6,296 1,607
3,246   3,337 -91
1,856   1,588 268
1,997   1,881 116
2,127   1,945 182
528   651 -123
4,294   3,336 958
58   56 2
206   164 42
6,855   7,141 -286
3,206   3,524 -318
137   136 1
8,187   6,385 1,802
3,257   3,023 234
1,181   767 414
4,460   3,453 1,007
1,002   775 227
7,944   6,019 1,925
7,162   6,618 544
868   872 -4
181   165 16
2,774   2,723 51
2,266   2,446 -180
2,134   1,821 313
5,991   5,461 530
947   849 98
19,966   20,010 -44
383   297 86
1,667   1,718 -51
116   103 13
5,498   6,378 -880
3,126   3,349 -223
3,654   3,628 26
2,517   2,322 195
12,476   10,372 2,104
1,907   1,567 340
1,034   719 315
3,208   2,642 566
17   20 -3
3,998   3,241 757
5,293   3,819 1,474
226   206 20
20,546   19,586 960
349   367 -18
4,083   3,442 641
42   42  
3,005   2,696 309
720   717 3
1,242   891 351
1,566   1,611 -45
813   727 86
475   443 32
11,913   11,293 620
138   136 2
5,615   5,174 441
10,072   8,106 1,966
3,701   2,897 804
319   235 84
33,523   35,827 -2,304
28   34 -6
585   526 59
892   756 136
4,098   3,298 800
28,184   28,753 -569
3,545   3,719 -174
6,244   6,649 -405
6,552   6,490 62
3,064   3,057 7
747   717 30
2,316   2,192 124
739   606 133
2,274   2,024 250
1,363   1,264 99
2,590   2,733 -143
483   474 9
894   882 12
7,177   7,503 -326
5,714   5,835 -121
4,868   3,310 1,558
7,112   4,784 2,328
62   75 -13
5,425   4,750 675
798   756 42
5,339   4,231 1,108
29,526   30,652 -1,126
1,281   1,341 -60
523   628 -105
1,176   1,120 56
1,043   1,141 -98
3,937   3,308 629
311   292 19
764   676 88
1,146   1,107 39
1,019   974 45
551   575 -24
896   876 20
2,503   2,459 44
3,179   4,427 -1,248
1,545   1,296 249
1,102   760 342
7,943   5,338 2,605
4,272   3,667 605
1,189   1,045 144
2,518   2,378 140
4,276   6,594 -2,318
66,707   52,607 14,100
1,862   1,951 -89
4,291   6,190 -1,899
735   697 38
4,765   6,810 -2,045
1,057   856 201
6,685   7,899 -1,214
1,304   1,343 -39
2,003   1,719 284
3,241   3,004 237
1,051   1,002 49
15,528   15,114 414
2,158   2,079 79
7,879   4,065 3,814
7,295   6,429 866
14,028   5,907 8,121
1,232   849 383
431   368 63
1,039   474 565
8,028   6,152 1,876
29,971   29,127 844
2,264   1,829 435
3,371   3,365 6
279   376 -97
4,861   5,533 -672
6,251   6,711 -460
316   287 29
1,399   1,453 -54
6,160   6,623 -463
1,864   2,007 -143
676   569 107
10,306   10,306  
32,260   26,086 6,174
1,124   1,125 -1
4,227   5,172 -945
2,800   3,068 -268
11,393   7,649 3,744
381   258 123
1,285   1,003 282
6,323   3,302 3,021
2,500   2,156 344
102,581   99,119 3,462
224   183 41
4,134   3,741 393
8,239   6,661 1,578
6,369   6,628 -259
711   744 -33
3,900   3,716 184
2,894   2,810 84
7,159   6,909 250
1,541   1,419 122
3,288   2,760 528
18,396   18,824 -428
3,618   3,450 168
5,935   5,026 909
9,139   8,366 773
670   821 -151
3,461   2,201 1,260
7,370   6,195 1,175
711   532 179
1,392   663 729
542   445 97
2,599   2,079 520
750   622 128
18   16 2
3,842   3,397 445
5,227   5,104 123
1,052   1,098 -46
5,956   5,981 -25
1,204   1,076 128
1,151   1,108 43
1,165   1,093 72
2,278   2,056 222
568   583 -15
1,395   1,247 148
534   509 25
31,554   31,526 28
498   465 33
852   524 328
7,572   7,361 211
5,215   3,604 1,611
13,996   8,386 5,610
7,318   5,822 1,496
246   189 57
1,452   1,207 245
885   737 148
1,824   1,605 219
1,348   1,188 160
338   354 -16
4,009   4,287 -278
2,523   2,247 276
34,269   32,666 1,603
6,291   5,845 446
1,200   1,266 -66
4,619   4,357 262
6,858   6,476 382
5,798   5,529 269
6,209   6,329 -120
388   329 59
2,081   1,494 587
1,174   853 321
653   476 177
833   650 183
26,058   20,148 5,910
6,499   5,029 1,470
13,650   11,081 2,569
11,730   11,106 624
6,326   5,249 1,077
10,640   8,373 2,267
1,963   2,054 -91
976   970 6
597   575 22
2,167   2,858 -691
1,382   1,057 325
328   343 -15
588   841 -253
26,204   24,929 1,275
3,239   3,728 -489
3,427   2,910 517
4,326   3,483 843
6,542   4,148 2,394
3,251   2,422 829
999   683 316
5,399   3,493 1,906
6,631   5,246 1,385
7,980   7,882 98
863   658 205
3,601   3,403 198
2,122   2,310 -188
8,273   7,844 429
2,574   2,691 -117
86,814   77,297 9,517
3,151   2,955 196
444   584 -140
767   767  
1,221   2,761 -1,540
2,531   2,503 28
32,926   35,698 -2,772
916   863 53
765   605 160
918   706 212
5,917   4,363 1,554
748   528 220
4,487   3,695 792
340   204 136
6,864   6,843 21
1,676   1,636 40
6,059   4,758 1,301
2,119   2,209 -90
1,494   1,399 95
2,861   2,785 76
7,692   6,914 778
12,145   10,957 1,188
864   739 125
1,904   1,672 232
1,663   2,166 -503
263   579 -316
5,376   5,566 -190
1,090   946 144
9,227   6,726 2,501
3,310   5,609 -2,299
8,239   5,609 2,630
1,572   1,091 481
12,965   8,386 4,579
1,055   795 260
78,783   83,447 -4,664
821   816 5
1,473   1,751 -278
6,165   4,951 1,214
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       132
b       307
c       1,101
d       1,943
e       614
      -145
      36
      137
      -340
      -98
      -106
      60
      317
      237
      7
      159
      1,605
      79
      -990
      -1,510
      -57
      6,496
      -1,162
      276
      -98
      -79
      419
      121
      93
      204
      -820
      -368
      13
      230
      -1,170
      709
      226
      836
      452
      -24
      -37
      -49
      131
      1,607
      -91
      268
      116
      182
      -123
      958
      2
      42
      -286
      -318
      1
      1,802
      234
      414
      1,007
      227
      1,925
      544
      -4
      16
      51
      -180
      313
      530
      98
      -44
      86
      -51
      13
      -880
      -223
      26
      195
      2,104
      340
      315
      566
      -3
      757
      1,474
      20
      960
      -18
      641
       
      309
      3
      351
      -45
      86
      32
      620
      2
      441
      1,966
      804
      84
      -2,304
      -6
      59
      136
      800
      -569
      -174
      -405
      62
      7
      30
      124
      133
      250
      99
      -143
      9
      12
      -326
      -121
      1,558
      2,328
      -13
      675
      42
      1,108
      -1,126
      -60
      -105
      56
      -98
      629
      19
      88
      39
      45
      -24
      20
      44
      -1,248
      249
      342
      2,605
      605
      144
      140
      -2,318
      14,100
      -89
      -1,899
      38
      -2,045
      201
      -1,214
      -39
      284
      237
      49
      414
      79
      3,814
      866
      8,121
      383
      63
      565
      1,876
      844
      435
      6
      -97
      -672
      -460
      29
      -54
      -463
      -143
      107
       
      6,174
      -1
      -945
      -268
      3,744
      123
      282
      3,021
      344
      3,462
      41
      393
      1,578
      -259
      -33
      184
      84
      250
      122
      528
      -428
      168
      909
      773
      -151
      1,260
      1,175
      179
      729
      97
      520
      128
      2
      445
      123
      -46
      -25
      128
      43
      72
      222
      -15
      148
      25
      28
      33
      328
      211
      1,611
      5,610
      1,496
      57
      245
      148
      219
      160
      -16
      -278
      276
      1,603
      446
      -66
      262
      382
      269
      -120
      59
      587
      321
      177
      183
      5,910
      1,470
      2,569
      624
      1,077
      2,267
      -91
      6
      22
      -691
      325
      -15
      -253
      1,275
      -489
      517
      843
      2,394
      829
      316
      1,906
      1,385
      98
      205
      198
      -188
      429
      -117
      9,517
      196
      -140
       
      -1,540
      28
      -2,772
      53
      160
      212
      1,554
      220
      792
      136
      21
      40
      1,301
      -90
      95
      76
      778
      1,188
      125
      232
      -503
      -316
      -190
      144
      2,501
      -2,299
      2,630
      481
      4,579
      260
      -4,664
      5
      -278
      1,214
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 2 147,786
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 29,358
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 79,962 1,830,336 0.043687
2011 96,195 1,959,488 0.049092
2010 83,661 1,855,476 0.045089
2009 105,748 1,685,654 0.062734
2008 119,067 2,149,659 0.055389
2 Total of line 1, column (d) ...................... 2 0.255991
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 0.051198
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 1,933,560
5 Multiply line 4 by line 3....................... 5 98,994
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,692
7 Add lines 5 and 6......................... 7 100,686
8 Enter qualifying distributions from Part XII, line 4.............. 8 117,450
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 1,692
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 1,692
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 1,692
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 2,488
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 2,488
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 796
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet796 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)
    bulletNC
    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 ofbulletHOYT Q BAILEY Telephone no.bullet (704) 487-8888
    Located atbullet600 POLKVILLE ROADSHELBYNC ZIP+4bullet28150
    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
    HOYT Q BAILEYClick to see attachment CEO
    4.00     		0 0 0
    PO BOX 208
    SHELBY,NC28151
    HOYT G TESSENERClick to see attachment PRESIDENT
    3.00     		0 0 0
    2105 PRESCOTT PLACE
    RALEIGH,NC27615
    MELANIE KNIGHTClick to see attachment VP
    1.00     		0 0 0
    4017 LAKE POINT CIRCLE
    RALEIGH,NC27606
    CYNTHIA BUCKINGHAMClick to see attachment VP
    1.00     		0 0 0
    7540 DRAYTON COURT
    RALEIGH,NC27615
    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
    96,678
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    1,692
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,692
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    94,986
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    94,986
    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
    94,986
    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 94,986
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 90,006
    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.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 117,450
    a Applied to 2012, but not more than line 2a 90,006
    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..... 27,444
    e Remaining amount distributed out of corpus  
    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  
    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 ..........     		67,542
    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 ......     		 
    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:
    HOYT Q BAILEY
    600 POLKVILLE ROAD
    SHELBY,NC28150
    (704) 487-8888
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS MUST BE WRITTEN, MUST INCLUDE EVIDENCE THAT RECIPIENT IS AN EXEMPT CHARITABLE ORGANIZATION, AND MUST INCLUDE FACTS TO SUPPORT NEED.
    cAny submission deadlines:
    N/A
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    N/A
    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
    AMERICAN LEGION
    PO BOX 21016
    TULSA,OK74121     		N/A 501(C)3 VETERANS SERVICES 100
    BAPTIST CHILDREN'S HOMES OF NC
    PO BOX 338
    THOMASVILLE,NC27361     		N/A 501(C)3 GENERAL SERVICES 2,000
    BOYS & GIRLS CLUB OF CLEVELAND COUN
    PO BOX 2001
    SHELBY,NC28151     		N/A 501(C)3 ONGOING OPERATIONS 2,000
    BROTHERS IN CHRIST OUTREACH MINISTR
    PO BOX 1264
    SHELBY,NC28151     		N/A 501(C)3 YOUTH DEVELOPMENT 2,000
    CLEVELAND COMMUNITY COLLEGE FDN
    137 S POST STREET
    SHELBY,NC28150     		N/A 501(C)3 EDUCATION 10,000
    CLEVELAND COUNTY HEARTS & HOOVES
    1205 NORTHSIDE DRIVE
    SHELBY,NC28150     		N/A 501(C)3 PROGRAMS FOR DISABLED 500
    CLEVELAND COUNTY HUMANE SOCIETY
    1609 E MARION STREET
    SHELBY,NC28150     		N/A 501(C)3 ANIMAL CARE 2,500
    CLEVELAND COUNTY RESCUE MISSION
    PO BOX 1272
    SHELBY,NC28151     		N/A 501(C)3 HOUSING 3,000
    COMMUNITIES IN SCHOOLS
    215 S WASHINGTON ST 104
    SHELBY,NC28150     		N/A 501(C)3 EDUCATION 250
    COURAGE FOR KIDS
    PO BOX 3264
    ALEXANDRIA,VA22302     		N/A 501(C)3 YOUTH DEVELOPMENT 200
    CREST HIGH SCHOOL FFA
    800 OLD BOILING SPRINGS
    SHELBY,NC28152     		N/A 501(C)3 EDUCATION 2,000
    EKRIDGE GROVE BAPTIST CHURCH
    WASHBURN SWITCH ROAD
    SHELBY,NC28150     		N/A 501(C)3 ONGOING OPERATIONS 3,000
    EMPTY STOCKING FUND
    315 E GRAHAM STREET
    SHELBY,NC28150     		N/A 501(C)3 GENERAL SERVICES 10,000
    FIRST BAPTIST CHURCH
    120 N LAFAYETTE STREET
    SHELBY,NC28150     		N/A 501(C)3 ONGOING OPERATIONS 26,500
    FRONTIERS OF FREEDOM
    4094 MAJESTIC BLVD
    FAIRFAX,VA22033     		N/A 501(C)3 VETERANS SERVICES 200
    GREATER CLEVELAND COUNTY BAPTIST AS
    1175 WYKE ROAD
    SHELBY,NC28150     		N/A 501(C)3 THE POOR 10,000
    GWU SCHOOL OF DIVINITY
    PO BOX 997
    BOILING SPRINGS,NC28017     		N/A 501(C)3 SCHOLARSHIP 10,000
    GWU WOMEN'S ATHLETIC PROGRAM
    PO BOX 997
    BOILING SPRINGS,NC28017     		N/A 501(C)3 STUDENT ACTIVITIES 2,500
    HELPING HANDS MISSION
    623 ROCK QUARY ROAD
    RALEIGH,NC27610     		N/A 501(C)3 GENERAL SERVICES 1,000
    HILDEBRAN VIEW BAPTIST CHURCH
    6551 HILDEBRAN VIEW ST
    CONNELLY SPRINGS,NC28612     		N/A 501(C)3 CHURCH OPERATIONS 1,000
    HOSPICE OF CLEVELAND COUNTY
    951 WENDOVER HEIGHTS DRIV
    SHELBY,NC28150     		N/A 501(C)3 HEALTH CARE 2,500
    INTERFAITH FOOD SHUTTLE
    PO BOX 14638
    RALEIGH,NC27620     		N/A 501(C)3 AGRICULTURE, FOOD, NUTRITION 1,000
    JR CHANTY LEAGUE
    PO BOX 261
    SHELBY,NC28150     		N/A 501(C)3 THE NEEDY 1,000
    LIFE ENRICHMENT CENTER
    110 LIFE ENRICHMENT BLVD
    SHELBY,NC28150     		N/A 501(C)3 PROGRAMS FOR DISABLED 500
    MASTERS HOUSE
    727 POLKVILLE ROAD
    SHELBY,NC28150     		N/A 501(C)3 SUBSTANCE ABUSE 2,000
    NAACP
    108 W WARREN STREET
    SHELBY,NC28150     		N/A 501(C)3 GENERAL SERVICES 2,500
    NEWSPAPERS IN EDUCATION
    PO BOX 48
    SHELBY,NC28151     		N/A 501(C)3 STUDENTS 1,000
    PAWS RANCH EQUINE RESCUE
    PO BOX 338
    BOSTIC,NC28018     		N/A 501(C)3 ANIMAL PROTECTION 500
    RAMSEUR BAPTIST CHURCH
    3109 RAMSEUR CHURCH ROAD
    SHELBY,NC28150     		N/A 501(C)3 CHURCH OPERATIONS 1,000
    SALVATION ARMY
    PO BOX 1764
    SHELBY,NC28151     		N/A 501(C)3 PUBLIC SERVICE 1,000
    SHELBY HIGH SCHOOL
    130 E DIXON BLVD
    SHELBY,NC28152     		N/A 501(C)3 STUDENT ACTIVITIES FUND 4,500
    STEP UP MINISTRY
    1701 OBERLIN ROAD
    RALEIGH,NC27608     		N/A 501(C)3 YOUTH DEVELOPMENT 1,000
    UNITED WAY
    132 W GRAHAM STREET
    SHELBY,NC28150     		N/A 501(C)3 GENERAL SERVICES 1,000
    WORLD WAR II VETERANS
    PO BOX 96543
    WASHINGTON,DC20090     		N/A 501(C)3 TO HONOR OUR SERVICE MEN 200
    YOUNG LIFE
    PO BOX 2920
    COLORADO SPRINGS,CO80901     		N/A 501(C)3 YOUTH PROGRAMS 1,000
    ZETA PHI BETA SORORITY
    PO BOX 1234
    SHELBY,NC28151     		N/A 501(C)3 SCHOLARSHIPS 500
    BAILEY ENDOWMENT
    600 POLKVILLE ROAD
    SHELBY,NC28150     		N/A 501(C)3 PHILANTHROPY 7,500
    Total .................................bullet 3a 117,450
    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 ............     		    14 271  
    4 Dividends and interest from securities....     14 44,927  
    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 .............     		    25 147,786  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aOTHER INCOME     14 439  
    bNONDIVIDEND DISTRIBUTIONS     14 6,575  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   199,998  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13199,998
    (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:
    JOSEPH M WRIGHT CHAR FOUND INC
    EIN: 56-1872992
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 2,975      
    ACCOUNTING FEES - FIFTH THIRD 175 175    

    TY 2013 CompensationExplanation
    Name:
    JOSEPH M WRIGHT CHAR FOUND INC
    EIN: 56-1872992
    Person Name Explanation
    HOYT Q BAILEY  
    HOYT G TESSENER  
    MELANIE KNIGHT  
    CYNTHIA BUCKINGHAM  

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    JOSEPH M WRIGHT CHAR FOUND INC
    EIN: 56-1872992
    Name of Stock End of Year Book Value End of Year Fair Market Value
    DODGE & COX INCOME FUND    
    GLOBAL FDS GLB    
    BLACKROCK FDS II 62,370 61,702
    JPMORGAN CHASE & CO 28,710 28,787
    MFS GOVT MKTS INCOME TR 1,822 1,564
    OCCIDENTAL PETROLEUM CORP 25,283 25,086
    PHILIP MORRIS INTL 28,991 28,713
    PIMCO TOTAL RETURN FUND    
    BHP BILLITON FIN LTD 25,570 25,538
    DEUTSCHE BK AG LONDON 28,695 28,554
    OPPENHEIMER INTL BD FD 35,824 33,203
    TCW FDS    
    EATON VANCE MUT FDS TR 29,041 28,884
    HOTCHKIS & WILEY FUNDS 59,273 60,958
    ISHARES S&P PFD STK INDX FD 7,852 7,624
    POWERSHARES EXCHANGE TRADED FD 4,190 4,180
    NOBLE CORP    
    AFLAC, INC.    
    SEAGATE TECHNOLOGY PLC SHS 8,194 11,681
    AT&T INC 9,865 10,513
    AGILENT TECHNOLOGIES, INC.    
    AMERICAN INTL GROUP, INC.    
    ABBVIE INC 8,941 11,249
    ALLSTATE CORP 10,362 10,363
    AMGEN INC 9,379 10,039
    APPLE INC 8,111 10,098
    BB&T CORP 9,937 11,718
    BOEING, CO 7,973 10,783
    BRISTOL MYERS SQUIBB CO    
    CAPITAL ONE FINL CORP    
    CENTURYLINK INC.    
    CIGNA CORP 8,225 10,498
    CVS/CAREMARK CORP 9,398 12,024
    CA INC 9,208 10,499
    CHEVRON CORP 7,811 9,368
    COACH INC    
    COCA COLA CO    
    COMCAST CORP 12,004 12,576
    DONAHER CORP    
    CONOCOPHILLIPS 9,496 10,668
    DELTA AIR LINES 5,718 9,944
    DISCOVER FINANCIAL SERVICES 9,491 11,470
    DOVER CORP 8,810 11,199
    DU PONT E I DE NEMOURS & CO 3,389 4,678
    EASTMAN CHEM CO 9,415 10,652
    EATON VANCE TAX MAN GLBL BR 2,129 2,735
    EXXON MOBIL CORP 8,883 10,019
    GENERAL ELECTRIC CO 4,000 4,877
    GENUINE PARTS CO 3,419 5,241
    GILEAD SCIENCES INC    
    GOOGLE INC    
    HALLIBURTON CO 9,759 10,607
    HONEYWELL INTL INC 4,682 7,127
    INTEL CORP 10,406 11,420
    IBM 8,920 9,379
    INTERNATIONAL PAPER CO 9,804 10,198
    JP MORGAN CHASE & CO 8,057 10,468
    JOHNSON & JOHNSON 9,320 9,892
    JOHNSON CTLS INC 9,975 12,312
    KIMBERLY CLARK CORP 11,449 12,222
    KRAFT FOODS INC 1,033 1,509
    LOCKHEED MARTIN CORP    
    KROGER CO 9,058 10,278
    LORILLARD INC. 9,902 11,352
    MASTERCARD INC    
    MCKESSON CORP 10,909 10,652
    MEDTRONIC INC    
    MERCK & CO INC    
    MICROSOFT CORP    
    MONDELEZ INTL INC.    
    MOODYS CORP    
    METLIFE INC 8,742 10,622
    MYLAN INC 5,544 10,676
    NATIONAL OILWELL INC    
    NORFOLK SOUTHERN CORP    
    NORTHEAST UTILS    
    OCCITENTAL PETE CORP    
    NEXTERA ENERGY INC 8,868 9,589
    ORACLE CORP 9,093 11,363
    PNC FINANCIAL SERVICES GROUP    
    PFIZER INC 3,920 6,463
    QUALCOMM INC 8,752 9,727
    RAYTHEON CO 10,788 10,975
    SBA COMMUNICATIONS CORP    
    SPDR S&P 500 ETF TRUST    
    SANDISK CORP    
    SCHLUMBERGER LTD    
    TJX COS INC    
    TORTOISE ENERGY INFRASTRUCTURE CORP    
    UNITEDHEALTH GROUP INC.    
    STATE STREET CORP 9,970 11,229
    UNION PAC CORP 8,817 10,248
    UNITED TECHNOLOGIES CORP 8,897 10,470
    VERIZON COMMUNICATIONS 6,390 7,715
    VIACOM INC 10,535 10,743
    WAL-MART STORES 10,849 11,725
    WELLS FARGO & CO 8,653 10,351
    WALGREEN CO    
    WINDSTREAM CORP    
    ALLIANT CORP    
    AMERICAN CAP LTD    
    ATMEL CORP    
    EAST WEST BANCORP INC    
    F5 NETWORKS INC    
    ALLIANCE DATA SVS 8,078 12,095
    AMERICAN BEACON FDS SMALL CAP 70,177 67,835
    AVNET INC 9,357 10,278
    CMS ENERGY CORP 8,726 8,433
    GATX CORP 3,647 4,852
    GANNETT INC 4,179 6,241
    HANESBRANDS INC 9,391 12,508
    HELMERICH & PAYNE INC 8,559 11,351
    HERCULES TECHNOLOGY GROWTH 2,592 4,461
    ISHARES S&P MIDCAP 400    
    ISHARES CORE S&P MID-CAP ETF 77,565 103,034
    KLA TENCOR CORP 4,359 5,157
    LINCOLN NATL CORP IND 8,977 10,530
    MICROCHIP TECHNOLOGY INC 5,402 7,071
    OLIN CORP 5,288 7,443
    OMNICARE INC 9,528 11,589
    T ROWE PRICE NEW HORIZONS FD 70,230 69,868
    SM ENERGY CO 9,673 10,223
    ALERIAN MLP ETN 14,068 14,788
    WHIRLPOOL CORP 9,027 12,078
    PACKAGING CORP AMER    
    PULTE GROUP, INC    
    ROCKWOOD HOLDINGS INC    
    T ROWE PRICE SMALL CAP STOCK FUND 6    
    TUPPERWARE BRANDS CORP    
    ALLIED WORLD ASSURANCE ADR    
    ANHEUSSER BUSCH INBEV    
    EATON CORP PLC SHS 3,821 5,100
    ARTISAN INTERNATIONAL INV 87,556 89,855
    EUROPACIFIC GROWTH FD 46,548 62,107
    MAGNA INTL INC 9,200 11,570
    UNILEVER    
    AIRCASTLE LTD ADR 3,570 4,388
    BANCO LATINOAMERICAN DE COMMERCIO EX 3,681 6,052
    OPPENHEIMER DEVELOPING MARKETS 86,329 99,609
    TELEFONICA BRASIL    
    POWERSHARES EXCHANGE-TRADED FD    
    ABSOLUTE STRATEGIES    
    ALERIAN MLP ETF    
    AQR FDS RISK PARITY FD CL 30,538 28,476
    JP MORGAN TR INCOME OPP SEL 68,876 68,605
    MAINSTAY FDS TR 69,916 79,710
    WILLIAM BLAIR FDS ALLOC 40,440 40,667
    PIMCO ALL ASSET ALL AUTH FUND    
    AQR FDS RISK PARITY FD    
    AMERICAN CAMPUS COMMUNITIES INC    
    AMERICAN CAP AGY CORP    
    ANNALY CAPITAL MANAGEMENT INC    
    TORTOISE ENERGY INFRASTRUCTURE CORP 11,426 14,063
    UBS E-TRACS ALERIAN MLP INFRASTR 31,411 32,490
    DIGITAL RLTY TR INC 3,574 2,996
    EPR PPPTYS 4,491 4,326
    HOSPITALITY PPTYS TR 3,783 4,325
    INVESCO MORTGAGE CAPITAL INC 2,777 2,026
    LTC PPTYS INC 2,762 3,079
    NATIONAL HALTH INVS INC 3,766 4,320
    NEW RESIDENTIAL INVT CORP 1,677 1,663
    NEWCASTLE INVESTMENT CORP 2,674 1,246
    OMEGA HEALTHCARE INVS INC 14,288 15,615
    RAYONIER INC    
    PENNYMAC MTG INVT TR 2,685 2,572
    REALTY INCOME CORP 2,352 2,314
    VANGUARD REIT ETF 50,256 58,750

    TY 2013 OtherAssetsSchedule
    Name:
    JOSEPH M WRIGHT CHAR FOUND INC
    EIN: 56-1872992
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DEPOSIT ON LAND 2,451 2,451 2,451
    ESTIMATED TAXES 2,500 713 713
    ROUNDING   5 5


    TY 2013 OtherExpensesSchedule
    Name:
    JOSEPH M WRIGHT CHAR FOUND INC
    EIN: 56-1872992
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    MANAGEMENT FEES 21,560 21,560    
    MISCELLANEOUS 6 6    
    POSTAGE 16 16    
    OUTSIDE CONTRACT SERVICES 3,250      
    PENALTIES 12      


    TY 2013 OtherIncomeSchedule2
    Name:
    JOSEPH M WRIGHT CHAR FOUND INC
    EIN: 56-1872992
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 439   439
    NONDIVIDEND DISTRIBUTIONS 6,575   6,575


    TY 2013 TaxesSchedule
    Name:
    JOSEPH M WRIGHT CHAR FOUND INC
    EIN: 56-1872992
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID ON INVESTMENT 259 259    
    EXCISE TAX 1,775 1,775