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
Seidman Family Foundation
 
% Seidman Family Foundation
Number and street (or P.O. box number if mail is not delivered to street address)PO Box 282SuiteRoom/suite
City or town, state or province, country, and ZIP or foreign postal code
Wagon Mound, NM87752
A Employer identification number

13-6098204
B Telephone number (see instructions)

(303) 621-2796
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$5,698,142J 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) 0
2 Check bullet
3 Interest on savings and temporary cash investments 77 77  
4 Dividends and interest from securities...... 81,478 81,478  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 221,780
b Gross sales price for all assets on line 6a 1,655,313
7 Capital gain net income (from Part IV, line 2)... 221,780
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)....... Click to see attachment 1,082 657  
12 Total. Add lines 1 through 11........ 304,417 303,992  
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).......        
c Other professional fees (attach schedule).... Click to see attachment 36,304 36,304    
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 4,955 3,155    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 5,332     5,332
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 24,594 976   23,618
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 71,185 40,435   28,950
25 Contributions, gifts, grants paid........ 306,500 306,500
26 Total expenses and disbursements. Add lines 24 and 25 377,685 40,435   335,450
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -73,268
b Net investment income (if negative, enter -0-) 263,557
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 429,268 426,741 426,741
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) 347,965 Click to see attachment310,328 290,873
b Investments—corporate stock (attach schedule)........ 3,125,175 Click to see attachment2,995,517 3,600,623
c Investments—corporate bonds (attach schedule)........ 100,005 Click to see attachment199,850 200,000
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 1,131,623 Click to see attachment1,128,832 1,179,905
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) 5,134,036 5,061,268 5,698,142
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 5,134,036 5,061,268
30 Total net assets or fund balances (see page 17 of the
instructions).................... 5,134,036 5,061,268
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 5,134,036 5,061,268
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 5,134,036
2 Enter amount from Part I, line 27a..................... 2 -73,268
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 500
4 Add lines 1, 2, and 3.......................... 4 5,061,268
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 5,061,268
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 Publicly-traded Securities      
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 1,655,313   1,433,533 221,780
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       221,780
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 221,780
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 154,781 5,073,216 0.030509
2011 330,770 5,372,752 0.061564
2010 309,953 5,105,308 0.060712
2009 256,738 5,037,864 0.050962
2008 285,630 6,224,792 0.045886
2 Total of line 1, column (d) ...................... 2 0.249633
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 0.049927
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 5,380,073
5 Multiply line 4 by line 3....................... 5 268,611
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,636
7 Add lines 5 and 6......................... 7 271,247
8 Enter qualifying distributions from Part XII, line 4.............. 8 335,450
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 2,636
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 2,636
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 2,636
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 3,700
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 3,700
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 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 1,064
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet1,064 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)
    bulletNM
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletSeidman Family Foundation Telephone no.bullet (303) 621-2796
    Located atbulletPO Box 282Wagon MoundNM ZIP+4bullet87752
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    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
    Tracy S Hephner Trustee
    1.0     		0    
    PO Box 282
    Wagon Mound,NM87752
    B Thomas Seidman Vice Chair / Trustee
    1.0     		0    
    PO Box 282
    Wagon Mound,NM87752
    Nancy C Seidman Sec / Trustee
    1.0     		0    
    PO Box 282
    Wagon Mound,NM87752
    Sarah Seidman Chair / Trustee
    1.0     		0    
    PO Box 282
    Wagon Mound,NM87752
    Jane R Volock Trustee
    1.0     		0    
    PO Box 282
    Wagon Mound,NM87752
    Margaret Williams Treas / Trustee
    1.0     		0    
    PO Box 282
    Wagon Mound,NM87752
    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
     
    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
     
    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  
    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
    269,004
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    2,636
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,636
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    266,368
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    425
    5
    Add lines 3 and 4............................
    5
    266,793
    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
    266,793
    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 7 266,793
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only.......  
    b Total for prior years:2011, 2010, 2009  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011....... 29,382
    e From 2012.......  
    fTotal of lines 3a through e......... 29,382
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 335,450
    a Applied to 2012, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2013 distributable amount..... 266,793
    e Remaining amount distributed out of corpus 68,657
    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 98,039
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		98,039
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011.... 29,382
    d Excess from 2012....  
    e Excess from 2013.... 68,657
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN CANCER SOCIETY INC
    PO BOX 22718
    OKLAHOMA CITY,OK73123     		N/A PC Charitable Event 250
    AMERICAN DIABETES ASSOCIATION INC
    PO BOX 1834
    MERRIFIELD,VA22116     		N/A PC Charitable Event 500
    AMERICAN NATIONAL RED CROSS
    PO BOX 97089
    WASHINGTON,DC20090     		N/A PC General & Unrestricted 1,000
    AMERICAN NATIONAL RED CROSS
    PO BOX 97089
    WASHINGTON,DC20090     		N/A PC disaster relief Program 1,000
    AVENIDA DE COLORES INC
    530 S ORANGE AVE
    SARASOTA,FL34236     		N/A PC General & Unrestricted 1,000
    BEARTOOTH HOSPITAL & HEALTH CENTER FOUNDATION
    PO BOX 1290
    RED LODGE,MT59068     		N/A PC Dr. James and Juanita Kane Scholarship Fund 1,000
    BEARTOOTH RECREATIONAL TRAILS ASSOCIATION
    PO BOX 1872
    RED LODGE,MT59068     		N/A PC General & Unrestricted 500
    BILLINGS FOOD BANK INC
    2112 4TH AVE N
    BILLINGS,MT59101     		N/A PC General & Unrestricted 500
    BOYS & GIRLS CL OF RED LODGE & THE BEARTOOTH FROnt
    PO BOX 11
    RED LODGE,MT59068     		N/A PC General & Unrestricted 6,000
    BOYS & GIRLS CLUBS OF AMERICA
    1275 PEACHTREE ST NE
    ATLANTA,GA30309     		N/A PC General & Unrestricted 1,000
    BRANDON BALLET INC
    161 E BLOOMINGDALE AVE
    BRANDON,FL33511     		N/A PC General & Unrestricted 500
    CARBON COUNTY COMMUNITY FOOD BANK
    PO BOX 665
    RED LODGE,MT59068     		N/A PC General & Unrestricted 1,000
    CARE AND SHARE INC
    2605 PREAMBLE PT
    COLORADO SPGS,CO80915     		N/A PC Victims of the Black Forest Fire Fund 500
    CENTRAL VT ADULT BASIC EDUCATION INc
    46 WASHINGTON ST STE 100
    BARRE,VT05641     		N/A PC General & Unrestricted 1,000
    CHAMIZA ELEMENTARY SCHOOL
    5401 HOMESTEAD CIR NW
    ALBUQUERQUE,NM87120     		N/A PC General & Unrestricted 500
    CHILDRENS HOSPITAL OF LOS ANGELES
    4650 W SUNSET BLVD
    LOS ANGELES,CA90027     		N/A PC General & Unrestricted 1,000
    CIBOLA HIGH SCHOOL
    1510 ELLISON DR NW
    ALBUQUERQUE,NM87114     		N/A PC Bowling Team program 5,000
    CIRCUS SARASOTA INC
    2075 BAHIA VISTA ST
    SARASOTA,FL34239     		N/A PC General & Unrestricted 500
    COLORADO 4H FOUNDATION INC
    4040 CAMPUS DELIVERY
    FORT COLLINS,CO80523     		N/A PC Elbert county 4H, for beef for 2013 County Fair 1,000
    COLORADO SYMPHONY ENDOWMENT FUND
    1000 14TH ST UNIT 15
    DENVER,CO80202     		N/A PC education/youth program and general support 1,000
    COLUMBIA UNIVERSITY GRADUATE SCHOOL OF JOURNALISM
    2950 BROADWAY MC 3800
    NEW YORK,NY10027     		N/A PC General & Unrestricted 1,000
    COWBOY UP IN KIOWA
    PO BOX 779
    KIOWA,CO80117     		N/A PC General & Unrestricted 2,500
    DANCING CLASSROOMS NEW MEXICO
    1005 21ST ST SE
    RIO RANCHO,NM87124     		N/A PC General & Unrestricted 500
    DARE TO CARE INC
    PO BOX 35458
    LOUISVILLE,KY40232     		N/A PC General & Unrestricted 500
    DOMESTIC & SEXUAL VIOLENCE SERVICES OF CARBON Cnty
    PO BOX 314
    RED LODGE,MT59068     		N/A PC General & Unrestricted 500
    ELIZABETH HIGH SCHOOL
    PO BOX 660
    ELIZABETH,CO80107     		N/A PC Rodeo Team program 250
    EVERYDAY BLESSINGS INC
    13129 SAINT FRANCIS LN
    THONOTOSASSA,FL33592     		N/A PC General & Unrestricted 500
    FAMILY SERVICE INC
    PO BOX 1020
    BILLINGS,MT59103     		N/A PC General & Unrestricted 500
    FIRST REFORMED CHURCH OF BYRON CENTER MICHIGAN
    PO BOX 197
    BYRON CENTER,MI49315     		N/A PC Byron Center Boy Scout Troup 250-Flag Collection 100
    FRACTURED ATLAS - SARASOTA MANATEE DANCE ALLIANCE
    248 W 35TH ST 10TH FL
    NEW YORK,NY10001     		N/A PC General & Unrestricted 500
    FREEDOM SERVICE DOGS INC
    2000 W UNION AVE
    ENGLEWOOD,CO80110     		N/A PC General & Unrestricted 500
    FRIENDS OF AGOURA HILLS LIBRARY
    29901 LADYFACE CT
    AGOURA HILLS,CA91301     		N/A PC General & Unrestricted 100
    FRIENDS OF MONTANA PBS INC
    PO BOX 10715
    BOZEMAN,MT59719     		N/A PC General & Unrestricted 1,000
    FRIENDS OF NORTH BRANCH NATURE CENTER INC
    713 ELM ST
    MONTPELIER,VT05602     		N/A PC General & Unrestricted 1,000
    FRIENDS OF PUBLIC RADIO INC
    1500 N 30TH ST
    BILLINGS,MT59101     		N/A PC General & Unrestricted 1,000
    FUZION DANCE ARTISTS INC
    8437 TUTTLE AVE
    SARASOTA,FL34243     		N/A PC General & Unrestricted 1,500
    GOAT IN THE ROAD PRODUCTIONS
    3726 DAUPHINE ST APT 204
    NEW ORLEANS,LA70117     		N/A PC growing the Play/Write festival 500
    GOOD SHEPHERD CENTER
    218 IRON AVE SW
    ALBUQUERQUE,NM87103     		N/A PC Charitable Event 2,000
    GOVERNORS INSTITUTES OF VERMONT
    PO BOX 7
    RANDOLPH,VT05060     		N/A PC Governor's Institute on the Arts 2,000
    GRAND VALLEY STATE UNIVERSITY
    PO BOX 2005
    GRAND RAPIDS,MI49501     		N/A PC L. William Seidman memorial video 6,500
    GRAND VALLEY STATE UNIVERSITY
    PO BOX 2005
    GRAND RAPIDS,MI49501     		N/A PC L. William Seidman building at the Seidman College of business 200,000
    GREEN MOUNTAIN UNITED WAY
    963 PAINE TPKE N STE 2
    BERLIN,VT05602     		N/A PC General & Unrestricted 2,000
    HEAD START INC
    615 N 19TH ST
    BILLINGS,MT59101     		N/A PC Red Lodge Head Start program 1,000
    HORSE CARE PROGRAM
    PO BOX 733
    EVERGREEN,CO80437     		N/A PC food bank Program 300
    HUMANE FARM ANIMAL CARE
    PO BOX 727
    HERNDON,VA20172     		N/A PC General & Unrestricted 1,000
    INJURED MARINE SEMPER FI FUND
    825 COLLEGE BLVD
    OCEANSIDE,CA92057     		N/A PC General & Unrestricted 500
    INNER-CITY FILMMAKERS
    3000 OLYMPIC BLVD
    SANTA MONICA,CA90404     		N/A PC General & Unrestricted 3,000
    INTERMOUNTAIN PLANNED PARENTHOOD INC
    2525 4TH AVE N STE 201
    BILLINGS,MT59101     		N/A PC General & Unrestricted 500
    INTERNATIONAL CAMPAIGN FOR TIBET
    1825 JEFFERSON PL NW
    WASHINGTON,DC20036     		N/A PC General & Unrestricted 500
    INTERNATIONAL COMMUNITY FOUNDATION
    2505 N AVE
    NATIONAL CITY,CA91950     		N/A PC La Semilla de La Vida A.C. 500
    IOLA FOUNDATION
    8315 BEVERLY BLVD STE 101
    LOS ANGELES,CA90048     		N/A PC General & Unrestricted 500
    JAZZ JUVENOCRACY INC
    1765 OAK LAKES DR
    SARASOTA,FL34232     		N/A PC General & Unrestricted 1,500
    JESTER & PHARLEY PHUND
    PO BOX 817
    PLS VRDS EST,CA90274     		N/A PC General & Unrestricted 3,000
    JEWISH FAMILY SERVICE OF LOS ANGELES
    3580 WILSHIRE BLVD
    LOS ANGELES,CA90010     		N/A PC General & Unrestricted 500
    KCRW FOUNDATION INC
    1900 PICO BLVD
    SANTA MONICA,CA90405     		N/A PC General & Unrestricted 100
    KELLOGG HUBBARD LIBRARY
    135 MAIN ST
    MONTPELIER,VT05602     		N/A PC General & Unrestricted 3,000
    KIOWA VOLUNTEER FIRE DEPARTMENT
    PO BOX 321
    KIOWA,CO80117     		N/A PC education for volunteers and general & unrestricted 1,000
    LEUKEMIA & LYMPHOMA SOCIETY INC - MICHIGAN CHAPTER
    1421 E 12 MILE RD BLDG A
    MADISON HEIGHTS,MI48071     		N/A PC General & Unrestricted 1,000
    LOST NATION THEATER INC
    39 MAIN ST CITY HALL
    MONTPELIER,VT05602     		N/A PC General & Unrestricted 500
    MENTAL HEALTH COMMUNITY CENTER INC
    240B S TUTTLE AVE
    SARASOTA,FL34237     		N/A PC General & Unrestricted 1,000
    MID-YELLOWSTONE LAND TR - PEAKS & PRAIRIES LAnd tr
    PO BOX 2097
    RED LODGE,MT59068     		N/A PC General & Unrestricted 500
    MOMS CLUB
    439 ASH ST NE
    ALBUQUERQUE,NM87106     		N/A PC General & Unrestricted 500
    MOVING ETHOS INC
    1734 BAHIA VISTA ST
    SARASOTA,FL34239     		N/A PC General & Unrestricted 1,000
    NAMI OF NORTHERN NEVADA
    1170 CURTI DR
    RENO,NV89502     		N/A PC General & Unrestricted 1,000
    NARCOLEPSY NETWORK INC
    129 WATERWHEEL LN
    N KINGSTOWN,RI02852     		N/A PC General & Unrestricted 500
    NATIONAL MULTIPLE SCLEROSIS SOCIETY
    733 3RD AVE FL 3
    NEW YORK,NY10017     		N/A PC Southern New York Chapter 500
    NEW MEXICO MOUNTED SEARCH AND RESCUE
    1007 EL PUEBLO RD NW
    LOS RANCHOS,NM87114     		N/A PC General & Unrestricted 500
    NORTHERN PLAINS RESOURCE COUNCIL
    220 S 27TH ST STE A
    BILLINGS,MT59101     		N/A PC General & Unrestricted 500
    OPERATION SHOEBOX
    8360 E HWY 25
    BELLEVIEW,FL34420     		N/A PC General & Unrestricted 250
    OPERATION SMILE INC
    3641 FACULTY BLVD
    VIRGINIA BEACH,VA23453     		N/A PC General & Unrestricted 250
    OUTRIGHT VERMONT
    PO BOX 5235
    BURLINGTON,VT05402     		N/A PC General & Unrestricted 500
    PESTICIDE ACTION NETWORK N AMERICA REGIONAL Ctr
    1611 TELEGRAPH AVE STE 1200
    OAKLAND,CA94612     		N/A PC General & Unrestricted 500
    PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND
    128 LAKESIDE AVE STE 301
    BURLINGTON,VT05401     		N/A PC vermont Division 2,000
    PLANTING HOPE INC
    PO BOX 56
    MONTPELIER,VT05601     		N/A PC General & Unrestricted 500
    RECYCLED DOGGIES INC
    PO BOX 12773
    CINCINNATI,OH45212     		N/A PC General & Unrestricted 1,000
    RED LODGE MUSIC FESTIVAL
    1925 GRAND AVE STE 102B
    BILLINGS,MT59102     		N/A PC scholarship Program 500
    REIN IN CANCER FOUNDATION
    13181 US HWY 177
    BYARS,OK74831     		N/A PC General & Unrestricted 200
    REINING HORSE SPORTS FOUNDATION INC
    3000 NW 10TH ST
    OKLAHOMA CITY,OK73107     		N/A PC NRHyA scholarship fund And to Dale Wilkinson memorial crisis fund 1,000
    ROBERTS COMMUNITY FOUNDATION INC
    PO BOX 284
    ROBERTS,MT59070     		N/A PC Roberts Parents for the Performing Arts Program 2,000
    SARASOTA BALLET OF FLORIDA INC
    5555 N TAMIAMI TRL
    SARASOTA,FL34243     		N/A PC General & Unrestricted 3,000
    SARASOTA DANCE FESTIVAL INC
    PO BOX 3862
    SARASOTA,FL34230     		N/A PC General & Unrestricted 1,000
    SCHOOL ON WHEELS INC
    PO BOX 23371
    VENTURA,CA93002     		N/A PC General & Unrestricted 250
    SEED2NEED
    PO BOX 874
    CORRALES,NM87048     		N/A PC General & Unrestricted 250
    SELAH FREEDOM INC
    5868 JENNY MARIE CT
    HAMILTON,OH45011     		N/A PC General & Unrestricted 1,000
    SOCCER CLUB DEL SOL INC
    PO BOX 30662
    PHOENIX,AZ85046     		N/A PC 2001 Girls Orona Program 500
    SOUTHEASTERN GUIDE DOGS INC
    4210 77TH ST E
    PALMETTO,FL34221     		N/A PC General & Unrestricted 500
    SOUTHERN CALIFORNIA PUBLIC RADIO
    474 S RAYMOND AVE
    PASADENA,CA91105     		N/A PC General & Unrestricted 100
    STUDIO PLACE ARTS INCORPORATED
    201 N MAIN ST
    BARRE,VT05641     		N/A PC General & Unrestricted 1,000
    TERRAPIN FOUNDATION INC
    PO BOX 38456
    BRIDGEPORT,CT06605     		N/A PC General & Unrestricted 500
    THE SALVATION ARMY - SOUTHERN CALIFORNIA DIVISION
    180 E OCEAN BLVD
    LONG BEACH,CA90802     		N/A PC General & Unrestricted 1,000
    THOUSAND OAKS LIBRARY FOUNDATION
    1401 E JANSS RD
    THOUSAND OAKS,CA91362     		N/A PC General & Unrestricted 100
    THYCA THYROID CANCER SURVIVORS ASSOCIATION INC
    PO BOX 1545
    NEW YORK,NY10159     		N/A PC General & Unrestricted 500
    UNIDOSNOW INC
    PO BOX 3131
    SARASOTA,FL34230     		N/A PC General & Unrestricted 1,500
    UNITED WAY OF SARASOTA COUNTY INC
    1445 2ND ST
    SARASOTA,FL34236     		N/A PC General & Unrestricted 1,000
    USA DANCE INC - WHITE SANDS CHAPTER 6012
    5405 18TH COURT W
    BRADENTON,FL34207     		N/A PC General & Unrestricted 1,000
    VERMONT COMMUNITY FOUNDATION
    3 COURT ST
    MIDDLEBURY,VT05753     		N/A PC General & Unrestricted 2,000
    VERMONT FOODBANK
    33 PARKER RD
    BARRE,VT05641     		N/A PC General & Unrestricted 500
    VERMONT HUMANITIES COUNCIL
    11 LOOMIS ST
    MONTPELIER,VT05602     		N/A PC General & Unrestricted 500
    VERMONT LAND TRUST INC
    8 BAILEY AVE
    MONTPELIER,VT05602     		N/A PC General & Unrestricted 500
    VERMONT PUBLIC RADIO
    365 TROY AVE
    COLCHESTER,VT05446     		N/A PC General & Unrestricted 500
    VERMONT STUDIO CENTER INC
    PO BOX 613
    JOHNSON,VT05656     		N/A PC General & Unrestricted 2,500
    WESTCOAST THEATRE TROUPE OF FLORIDA INC
    PO BOX 1086
    SARASOTA,FL34230     		N/A PC General & Unrestricted 500
    WHIZ KIDS TUTORING INC
    5500 E YALE AVE STE 101
    DENVER,CO80222     		N/A PC General & Unrestricted 500
    WILBUR H LYNCH LITERACY ACADEMY
    55 BRANDT PL
    AMSTERDAM,NY12010     		N/A PC supplies for the special education classroom 1,500
    WUSF PUBLIC BROADCASTING
    4202 E FOWLER AVE TVB100
    TAMPA,FL33620     		N/A PC General & Unrestricted 500
    WWP INC - WOUNDED WARRIOR PROJECT INC
    4899 BELFORT RD STE 300
    JACKSONVILLE,FL32256     		N/A PC General & Unrestricted 1,000
    Total .................................bullet 3a 306,500
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 77  
    4 Dividends and interest from securities....     14 81,478  
    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 .............     		    18 221,780  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aK-1 Inc/Loss     14 488  
    bForeign Tax Refund     01 169  
    cINDEMNIFICATION INSURANCE REFUND     01 425  
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   304,417  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13304,417
    (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.
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    with the preparer shown below
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    Form 990-PF (2013)
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    Form 990PF - Special Condition Description:
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    TY 2013 DepreciationSchedule
    Name:
    Seidman Family Foundation
    EIN: 13-6098204
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    Seidman Family Foundation
    EIN: 13-6098204
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CALVERT SOCIAL INVT FNDTN 199,850 200,000

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    Seidman Family Foundation
    EIN: 13-6098204
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M CO 20,576 29,733
    A P MOLLAR MAERSK 6,465 7,411
    ABBOTT LABS 15,271 15,830
    ACORDA THERAPEUTICS, INC. 10,885 11,388
    ADOBE SYSTEMS, INC. 3,811 8,443
    AGILENT TECHNOLOGIES INC 2,868 4,175
    AIA GROUP 10,840 14,112
    ALCOA INC. 9,153 11,321
    ALEXION PHARMACEUTICALS, INC. 6,780 7,707
    ALLIANZ FIXED INCOME SHARES 137,458 127,507
    ALLIANZ FIXED INCOMESHARES 123,503 122,940
    ALLIANZ SE ADR 3,856 6,781
    ALNYLAM PHARMACEUTICALS, INC 2,988 10,995
    ALTERA CORPORATION 11,383 11,574
    AMAZON 8,960 18,743
    AMDOCS LIMITED 5,101 5,155
    AMER SCI & ENGINEERING INC 3,189 2,589
    AMERICAN CAPITAL AGENCY CORP. 9,368 6,173
    AMERICAN EXPRESS CO 25,157 39,468
    AMERICAN STATES WATER CO 1,799 3,045
    ANALOG DEVICES INC. 6,332 7,894
    APOGEE ENTERPRISES, INC. 1,038 2,801
    APPLE INC. 12,851 16,831
    APPLIED MATERIALS INC. 9,407 9,936
    ASML HOLDING NV NY REG SHS 2,084 2,811
    ASTRAZENECA 5,348 5,521
    AUSTRALIA & N Z ADS 6,174 8,280
    AVERY DENNISON CORP 4,612 5,521
    AVIVA PLC 5,544 7,348
    AXA ADS 5,962 9,985
    BANCO BILBAO ARG SA 4,492 4,832
    BANCO BRADESCO S.A. SPONS ADR 5,104 3,909
    BANCO SANTANDER CEN 8,473 8,526
    BANK OF HAWAII CORP 7,216 9,048
    BARCLAYS PLC ADR 5,570 7,506
    BASF AG SPONS ADR 7,364 9,162
    BAXTER INTERNATIONAL INC. 6,800 8,555
    BAYER A G SPONSORED ADR 5,776 11,786
    BBCN 3,173 3,882
    BECTON DICKINSON & CO 18,116 23,092
    BG GROUP PLC ADS 41,325 44,356
    BIO RAD LABS INC 5,795 7,046
    BIO-REFERENCE LABORATORIES 4,843 3,984
    BIOMED RLTY TR INC 2,258 2,247
    BLACKBAUD INC 2,774 3,690
    BNP PARIBAS SPONS ADR 7,849 12,662
    BORG WARNER INC. 9,033 16,326
    BOSTON SCIENTIFIC 5,565 9,796
    BP PLC SPONSORED ADR 6,307 6,562
    BRAMBLES LTD UNSP AD 6,184 6,051
    BRANDYWINE RLTY TR 4,425 5,143
    BRIGHT HORIZONS FAMILY SOLUT 2,101 2,131
    BROADCOM CORPORATION 10,291 11,415
    BROADRIDGE FINANCIAL SOLUTIONS 6,791 11,856
    BRUKER CORPORATION 6,770 7,216
    CALGON CARBON CP 3,383 4,155
    CANTEL MEDICAL CORPORATION 1,259 3,255
    CARBO CERAMICS INC 10,549 8,740
    CARREFOUR S.A. 7,042 7,935
    CATHAY PACIFIC AIRWAYS 4,507 4,582
    CENTRICA PLC S/ADR 2,504 2,898
    CHART INDUSTRIES, INC. 2,322 3,252
    CHECK POINT SOFTWARE TECHNOLOG 7,718 10,062
    CHINA CONSTRUCT UNSPON ADR 3,873 3,947
    CHUBB CORP 6,852 10,146
    CIMAREX ENERGY CO 4,921 7,554
    CINEMARK HOLDINGS INC 13,067 18,198
    CITY NATL CP 1,678 2,456
    CLARCOR INC 5,914 8,494
    CLOROX CO 6,377 8,348
    COACH INC 5,055 5,052
    COHEN & STEERS INC 4,564 5,528
    COHERENT INC 3,729 4,910
    COLUMBIA SPORTSWEAR CO. 4,024 5,670
    COMMERCIAL METALS 3,983 5,428
    COMPANHIA ENERG DE ADR 3,872 2,937
    COMPASS GROUP PLC ADR 6,985 10,339
    COMPUTER PROGRAMS AND SYSTEMS 4,793 5,377
    CORESITE REALTY CORPORATION 4,422 5,150
    CORVEL CORP. 1,372 1,401
    COSTCO WHOLESALE CORP 14,932 15,116
    COVIDIEN LTD 17,466 22,677
    DANAHER CORP 24,534 35,589
    DARLING INTERNATIONAL INC 3,689 4,322
    DEUTSCHE BANK AG 7,423 8,056
    DEUTSCHE TELE AG ADS 7,143 9,855
    DIEBOLD INC. 5,209 5,612
    DIGITAL RLTY TR INC 11,722 8,400
    DIME COMMUNITY BANCSHARES INC 1,866 2,284
    DORMAN PRODUCTS INC 3,026 6,164
    DSW INC. 2,416 3,162
    DUKE ENERGY CO 6,111 7,522
    DUPONT FABROS TECHNOLOGY INC 5,645 5,683
    EAGLE BANCORP INC 2,131 2,236
    EBAY INC. 11,584 12,017
    ECOLAB INC 3,844 7,716
    ELECTRICITE FR UNSP/ADR 3,294 5,222
    ENCORE CAPITAL GROUP INC 8,175 8,544
    ENDURANCE SPCLTY HLDGS LTD 7,651 10,561
    ENI S.P.A. 10,809 12,026
    ENTERGY CORP 5,182 4,745
    ERICSSON L M TEL CO 5,301 6,646
    ESCO TECH INC 3,529 3,186
    EXPEDITORS INTL WASH INC. 5,286 5,310
    FIRST AMERICAN CORP 7,357 10,998
    FIRST FINANCIAL BANKSHARES 2,504 4,495
    FORTINET INC 3,644 3,922
    FORUM ENERGY TECHNOLOGIES INC 5,405 5,172
    FRANKLIN ELECTRIC CO, INC 4,129 6,339
    GDF SUEZ SP ADR 6,085 4,592
    GENERAL MOTORS 7,114 7,152
    GENTHERM INC 3,492 5,442
    GENUINE PARTS COMPANY 7,196 10,399
    GEOSPACE TECHNOLOGIES CORP 4,909 7,666
    GILEAD SCIENCES INC 1,856 6,158
    GOOGLE INC 5,850 12,328
    GRACE (W.R.) CO. 3,694 7,910
    GRAINGER W W INC. 6,585 11,494
    HAEMONETICS CP 10,910 12,597
    HASBRO INC 8,796 10,727
    HEALTH CARE PPTY INVS INC 6,481 6,356
    HEALTH CARE REIT INC. 5,991 6,161
    HEIDELBERGCEMENT 6,511 8,049
    HFF INC 2,759 3,168
    HIBBETT SPORTS, INC. 3,877 6,111
    HITACHI LTD 13,878 15,893
    HONDA MOTOR CO LTD 6,192 7,484
    HSBC HOLDINGS PLC 15,450 19,296
    HUB GROUP, INC. 5,124 5,583
    HUNT J B 10,631 14,610
    HUTCHISON WHAMPOA LTD ADR 5,599 8,514
    ICICI BK LTD ADS 3,173 3,643
    ICU MEDICAL, INC. 3,707 5,224
    II VI INC 4,329 3,938
    INDEPENDENT BANK CORP 2,562 3,482
    INFINEON TECH ADS 3,675 5,410
    ING GROUP N V SPONSORED ADR 3,243 6,234
    INTERCONTINENTAL HOTELS GROUP 4,521 6,820
    INTERCONTINETALEXCHANGE INC 18,081 31,264
    INTERDIGITAL COMMUNICATIONS CO 4,379 3,067
    INTERTEK GROUP UNSP ADR 3,281 3,799
    INTESA SANPAOLO S.P.A 5,782 5,831
    INTUIT 21,675 27,475
    INVESCO PLC 10,279 13,832
    IPC THE HOSPITALIST COMPANY 5,442 6,177
    IPG PHOTONICS CORP 7,374 10,400
    IROBOT CORPORATION 1,520 2,260
    ITC HOLDINGS CORP 6,264 7,187
    JABIL CIRCUIT INC 6,593 5,092
    JANUS CAPITAL GROUP INC. 4,881 6,556
    JC PENNEY 4,723 4,941
    JP MORGAN INTERNATIOAL VALUE 173,591 184,776
    KAO CORP ADR 6,908 8,597
    KDDI CP UNSP ADR 11,671 17,555
    KOHLS CORP 8,736 10,499
    KONINKLIJKE DSM NV ADR 9,558 13,528
    LEIDOS HOLDINGS INC 5,473 7,345
    LEXICON PHARMACEUTICALS INC 4,382 3,285
    LIFE TIME FITNESS 2,802 3,196
    LINDSAY CORP 3,411 4,634
    LIQUIDITY SERVICES INC 3,931 3,422
    LUNDIN PETE AB ORD 7,357 6,089
    M&T BANK CORP 6,333 10,012
    MACY'S INC 8,939 10,947
    MARKETAXESS HOLDINGS, INC. 3,956 9,236
    MASTERCARD INC 4,288 12,532
    MATTELL INC. 6,086 10,943
    MCCORMICK & CO 5,440 7,788
    MCKESSON CORP 7,632 14,526
    MELLANOX TECHNOLOGIES, LTD. 12,980 12,151
    MERIDIAN BIOSCIENCE INC. 3,662 4,351
    MICROCHIP TECHNOLOGY INC. 15,344 16,110
    MILLER HERMAN INC. 10,824 13,402
    MINERAL TECH INC 4,925 8,290
    MITSUBISHI TOKYO FIN 11,221 13,039
    MONDELEZ INTERNATIONAL INC 12,906 18,285
    MYRIAD GENETICS, INC 2,307 1,951
    N J RESOURCES CP 5,649 5,780
    NATIONAL INSTRUMENTS CORP 11,156 13,576
    NATL FUEL GAS CO 8,290 10,353
    NATURAL GAS SVCS GROUP 1,756 2,840
    NEOGEN CORPORATION 1,286 2,194
    NEW YORK COMNTY BANCORP INC. 9,877 10,616
    NEWELL RUBBERMAID INC. 31,184 41,809
    NIC INC 1,605 3,258
    NISOURCE INC. 4,782 7,727
    NOBLE ENERGY INC. 12,424 20,433
    NOMURA HOLDINGS ADR 5,497 5,470
    NORDEA BANK AB SPON ADR 14,003 17,482
    NORFOLK SOUTHERN CORP 9,229 12,068
    NOVARTIS AG ADR 15,122 18,648
    NOVOZYMES A/S UNSP/ADR 6,066 7,607
    NUCOR CP 13,689 16,334
    NXP SEMICONDUCTORS 5,825 10,059
    O'REILLY AUTOMOTIVE INC. 7,592 12,227
    OLD REP INTL CORP 7,507 11,139
    OMNICOM GROUP 4,821 8,553
    ORIX CORP ADS 11,818 20,048
    OWENS CORNING 7,953 9,569
    PALL CP 7,715 11,864
    PANASONIC CORP 7,061 7,206
    PEABODY ENERGY CORP 4,889 5,175
    PEARSON PLC 4,047 4,749
    PIMCO UNCONSTRAINED BOND FUND 470,235 468,444
    PLANTRONICS INC. 5,513 6,968
    PNC FINANCIAL GROUP INC. 9,208 11,327
    POLYCOM, INC. 3,302 3,515
    POLYPORE INTERNATIONAL INC. 3,954 3,734
    POWER INTEGRATIONS, INC. 4,455 6,643
    PRAXAIR INC. 10,101 12,873
    PREMIER OIL SPON ADR 6,226 5,394
    PRINCIPAL FINANCIAL GROUP 8,251 12,475
    PROCTER GAMBLE CO 29,954 34,762
    PROGRESSIVE CORP OHIO 18,284 24,979
    PRUDENTIAL PLC SC 4,481 9,045
    PUBLICIS GROUPE S.A 4,323 4,479
    QUAKER CHEM CP 3,171 6,011
    QUEST DIAGNOSTICS 5,242 4,551
    REGAL ENTERTAINMENT 5,561 7,586
    REPSOL YPF S A SPND ADR 5,519 6,373
    RIO TINTO PLC SPONSORED ADR 7,421 8,860
    RIVERBED TECHNOLOGY, INC. 4,879 5,424
    ROCHE HOLDING LTD ADR 17,823 28,431
    ROCKWELL COLLINS INC 8,925 10,349
    ROYAL BANK OF CANADA 5,493 6,925
    ROYAL DUTCH SHELL PLC 6,907 14,753
    RPC INC 1,420 2,178
    RYANAIR HOLDINGS PLC-ADR 12,394 12,436
    SAP AKTIENGESELL ADS 5,552 8,017
    SAPIENT CORPORATION 6,330 7,829
    SCHNEIDER ELEC UNSP/ADR 14,038 16,901
    SCIENCE APPLICATIONS INTERNATL 1,877 2,480
    SCRIPPS NETWORKS INT 5,911 12,529
    SEMPRA ENERGY 4,682 7,630
    SERVICESOURCE INTERNATIONAL 5,343 5,732
    SEVEN & I HOLDINGS 5,090 6,562
    SGS SA UNSP ADR 6,372 7,534
    SHIN-ETSU CHEMICAL 4,261 5,008
    SHISEIDO CO LTD 7,152 7,510
    SIMPSON MANUFACTURING CO INC 1,520 2,057
    SOCIETE GENERLE FRNCE ADR 2,226 2,819
    SODASTREAM INTERNATIONAL LTD 3,348 4,269
    SOLARWINDS INC 2,319 2,497
    SONOCO PRODUCTS COMPANY 5,695 7,718
    SOUTH JERSEY INDS INC 3,489 3,525
    ST. JUDE MED INC. 9,086 10,841
    STAPLES INC. 9,092 9,931
    STATOIL ASA ADS 5,567 5,236
    SUMITOMO MITSUI FINCL GRP 12,747 20,319
    SUN COMMUNITIES INC 8,927 9,594
    SUNTRUST BKS INC 5,443 10,491
    SYMANTEC CORP 7,497 9,526
    SYNTEL INC 3,872 5,639
    SYSCO CORP 9,521 11,191
    TEAM, INC. 2,529 4,530
    TECHNE CORPORATION 1,806 2,461
    TECHNIP ADS 10,292 9,530
    TECK COMINCO LIMITED 9,330 5,306
    TECO ENERGY INC. 7,608 7,499
    TELENOR ASA S/ADR 7,557 11,022
    TELEPHONE & DATA SYS INC. 4,364 4,254
    TELNY 1,017 1,002
    TENNANT CO 5,034 6,035
    TENNECO INC 5,079 5,770
    TEXAS CAPITAL BANCSHARES, INC. 5,542 10,076
    TEXAS INSTRUMENTS INC. 29,931 41,407
    TEXAS ROADHOUSE, INC. 2,275 2,307
    TH K CO LTD 7,267 7,457
    THE BABCOCK AND WILCOX COMPANY 6,349 7,693
    THE CHEFS' WAREHOUSE, INC. 1,784 2,070
    THE JM SMUCKER COMPANY 8,903 12,434
    THORATEC LABS CORPORATION 4,471 4,758
    TIBCO SOFTWARE 1,471 1,461
    TIME WARNER TELECOM INC. 7,058 7,435
    TIMKEN CO 4,560 4,846
    TJX COMPANIES INC 14,480 16,442
    TOYOTA MTR CORP 13,189 16,703
    TRUSTMARK CORPORATION 4,218 4,187
    TULLOW OIL PLC 4,087 3,022
    ULTRA PETROLEUM CORP 5,222 4,980
    UMB FINANCIAL CORPORATION 5,163 7,778
    UMPQUA HOLDINGS CORPORATION 2,700 4,708
    UNIFIRST CP 2,324 2,354
    UNILEVER N V N Y 22,257 26,833
    UNITED NATURAL FOODS, INC 4,528 7,690
    UNITEDHEALTH GROUP INC. 7,862 7,982
    US BANCORP DEL 30,961 37,572
    USD FIRST NBC BANK HOLDING 2,286 2,972
    VERIFONE SYSTEMS INC 4,504 5,766
    VERITAS SOFTWARE CO. 7,578 8,002
    VITAMIN SHOPPE INC 5,138 5,721
    VODAFONE GROUP PLC 13,845 19,734
    VOLKSWAGEN AG SPONS ADR 4,236 7,002
    WATTS WATER TECHNOLOGIES INC 4,413 7,177
    WEST PHARMA SVCS INC 4,674 9,910
    WESTFIELD GROUP 4,515 3,869
    WEX, INC. 4,055 8,120
    WHITEWAVE FOODS COMPANY 2,924 3,785
    WOLVERINE WORLDWIDE 4,369 7,675
    XCEL ENERGY INC 4,402 4,890
    XEROX CP 6,933 8,276
    ZIMMER HOLDINGS INC 1,528 10,437

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    Seidman Family Foundation
    EIN: 13-6098204
    US Government Securities - End of Year Book Value:

    310,328
    US Government Securities - End of Year Fair Market Value:

    290,873
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2013 InvestmentsLandSchedule2
    Name:
    Seidman Family Foundation
    EIN: 13-6098204
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value

    TY 2013 InvestmentsOtherSchedule2
    Name:
    Seidman Family Foundation
    EIN: 13-6098204
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    LAZARD LTD   12,768 20,349
    O'CONNOR FD OF FDS MULTI-STRAT   1,116,064 1,159,556

    TY 2013 LandEtcSchedule2
    Name:
    Seidman Family Foundation
    EIN: 13-6098204
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value


    TY 2013 OtherExpensesSchedule
    Name:
    Seidman Family Foundation
    EIN: 13-6098204
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 23,086     23,086
    Bank Charges 972 972    
    K-1 Exp LAZARD LTD 4 4    
    Postage 132     132
    State or Local Filing Fees 400     400


    TY 2013 OtherIncomeSchedule2
    Name:
    Seidman Family Foundation
    EIN: 13-6098204
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 Inc/Loss LAZARD LTD 488 488  
    Foreign Tax Refund 169 169  
    Insurance Refund 425    


    TY 2013 OtherIncreasesSchedule
    Name:
    Seidman Family Foundation
    EIN: 13-6098204
    Description Amount
    RETURNED GRANT 500


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    Seidman Family Foundation
    EIN: 13-6098204
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 36,304 36,304    


    TY 2013 TaxesSchedule
    Name:
    Seidman Family Foundation
    EIN: 13-6098204
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2013 1,800      
    Foreign Tax Paid 3,155 3,155