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
THE ERNESTINE L LENOIR CHARITABLE TRUST
 

Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 32   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BUTLER, AL36904
A Employer identification number

31-6632596
B Telephone number (see instructions)

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$6,398,019J 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 372 372  
4 Dividends and interest from securities...... 115,803 115,803  
5a Gross rents.............. 10,570 10,570  
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -219,429
b Gross sales price for all assets on line 6a 2,913,610
7 Capital gain net income (from Part IV, line 2)...  
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 136 136  
12 Total. Add lines 1 through 11........ -92,548 126,881  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 120,000 4,000   108,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 9,218 307   8,296
16a Legal fees (attach schedule)......... Click to see attachment 509     255
b Accounting fees (attach schedule)....... Click to see attachment 3,651     1,826
c Other professional fees (attach schedule)....        
17 Interest............... 19,622 19,622    
18 Taxes (attach schedule) (see instructions) Click to see attachment 5,471 4,331    
19 Depreciation (attach schedule) and depletion... Click to see attachment 3,892 3,695  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 42,397 37,940   199
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 204,760 69,895   118,576
25 Contributions, gifts, grants paid........ 86,000 86,000
26 Total expenses and disbursements. Add lines 24 and 25 290,760 69,895   204,576
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -383,308
b Net investment income (if negative, enter -0-) 56,986
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 1,136,961 80,065 80,065
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)........ 2,267,309 Click to see attachment3,502,423 3,502,423
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)........... 113,094 Click to see attachment2,736,676 2,736,676
14 Land, buildings, and equipment: basis bullet71,922
Less: accumulated depreciation (attach schedule) bullet4,483 1,381 Click to see attachment67,439 71,922
15 Other assets (describe bullet)   Click to see attachment6,933 6,933
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,518,745 6,393,536 6,398,019
Liabilities 17 Accounts payable and accrued expenses.......... 2,249 1,840
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......   Click to see attachment2,635,627
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 2,249 2,637,467
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 3,516,496 3,756,069
30 Total net assets or fund balances (see page 17 of the
instructions).................... 3,516,496 3,756,069
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 3,518,745 6,393,536
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 3,516,496
2 Enter amount from Part I, line 27a..................... 2 -383,308
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 622,881
4 Add lines 1, 2, and 3.......................... 4 3,756,069
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 3,756,069
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 5260 shares ATT P 2011-07-29 2013-12-11
b 20000 shares Alcoa Corp P 2012-01-19 2013-05-09
c 88 shares Altria Group P 2011-07-29 2013-12-11
d 957 shares Astrazeneca P 2011-08-01 2013-12-11
e 4068 shares BP PLC P 2012-01-19 2013-12-11
1605 shares BHP Billiton P 2011-08-01 2013-10-31
5300 shares Cameco P 2011-08-01 2013-05-09
80 shares Copmpanhia P 2011-08-04 2013-05-09
1006 shares Du Pont P 2011-08-04 2013-10-31
3000 shares Freeport McMoran P 2011-08-01 2013-05-09
88 shares Intel Corp P 2012-10-24 2013-12-11
2428 Ely Lilly Co P 2011-08-01 2013-10-31
60 shares National Grid P 2011-08-04 2013-09-13
12 shares Novartis P 2011-08-01 2013-12-11
10000 shares Pan American Silver P 2012-03-02 2013-05-09
5 shares Southern Co P 2011-08-04 2013-06-07
8 shares Southern Copper P 2011-07-29 2013-05-09
4673 shares Vodafone P 2011-08-04 2013-12-11
63 shares Waste Mgt P 2011-07-29 2013-12-13
5200 shares YPF P 2011-08-04 2013-05-09
6100 shares Natural Resources LP P 2011-08-01 2013-05-09
26 shares ABM Industries P 2013-05-09 2013-12-11
228 shares Abbvie Inc P 2013-05-09 2013-12-11
26 shares Altria Group P 2013-05-09 2013-12-11
24 shares Ameren Corp P 2013-06-05 2013-12-11
14 shares American Elec P 2013-05-09 2013-12-11
23 shares Anheuser Busch P 2013-05-09 2013-10-31
4 shares Apple Inc P 2013-05-09 2013-10-31
344 shares Automatic Data P 2013-05-09 2013-10-31
32 shares Avista Corp P 2013-05-09 2013-12-11
85 shares BAE Systems P 2013-05-09 2013-12-11
10 shares BASF SE P 2013-05-09 2013-12-11
226 shares BCE Inc P 2013-05-09 2013-12-11
84 shares Bayer A G P 2013-05-09 2013-05-30
16 shares Beckton Dickinson P 2013-05-09 2013-12-11
37 shares Bemis Inc P 2013-05-09 2013-12-11
7 shares Blackrock Inc P 2013-05-09 2013-12-11
18 shares Bob Evans Farms P 2013-05-09 2013-12-11
1072 shares Bristol Myrers P 2013-05-09 2013-12-11
11 shares British Amern P 2013-05-09 2013-10-31
145 shares CME Group P 2013-05-09 2013-12-11
363 shares CMS Energy P 2013-05-09 2013-09-26
67 shares CA Inc P 2013-05-09 2013-12-11
51 shares Centrica PLC P 2013-05-09 2013-12-11
24 shares CenturyLink P 2013-05-09 2013-12-11
20 shares Chevron P 2013-05-09 2013-12-11
66 shares Coach Inc P 2013-05-09 2013-12-11
144 shares Coca Cola P 2013-05-09 2013-12-11
71 shares Comcast P 2013-05-09 2013-10-31
295 shares Commerce Bancshares P 2013-05-09 2013-06-28
8 shares Commonwealth Bank P 2013-05-24 2013-10-31
45 shares Compass Group P 2013-05-09 2013-12-11
122 shares ConcoPhillips P 2013-05-09 2013-12-11
118 shares Corning Inc P 2013-05-09 2013-12-11
6 shares Corrections Corp P 2013-08-20 2013-10-31
37 shares Darden Restaurants P 2013-05-09 2013-12-11
4 shares Deere Co P 2013-05-09 2013-10-31
113 shares Deutsche Telekom P 2013-05-09 2013-12-11
259 shares Deutsche Post P 2013-05-09 2013-12-13
2 shares Diageo PLC P 2013-05-09 2013-10-31
19 shares Diamond Offshore P 2013-05-09 2013-10-31
71 shares Dominion Res P 2013-05-09 2013-12-11
71 shares Donnelley P 2013-05-09 2013-12-11
11 shares Dow Chemical P 2013-05-09 2013-10-31
58 shares Dr Pepper P 2013-05-09 2013-12-11
3877 shares Du Pont P 2012-10-24 2013-08-19
52 shares Duke Energy P 2013-05-09 2013-12-11
38 shares Electricite P 2013-05-31 2013-06-20
28 shares Emerson Elec P 2013-05-09 2013-12-11
3000 shares Freeport McMoran P 2012-10-24 2013-05-09
48 shares Geo Group P 2013-05-09 2013-12-11
7 shares Gallagher P 2013-05-09 2013-10-31
31 shares General Dynamics P 2013-05-09 2013-12-11
416 shares General Mills P 2013-05-09 2013-12-11
157 shares Genuine Parts P 2013-05-09 2013-07-12
57 shares GlaxoSmithKline P 2013-05-09 2013-12-11
13 shares HCP Inc P 2013-05-09 2013-12-11
51 shares Hasbro Inc P 2013-05-09 2013-12-11
19 shares Health Care P 2013-05-09 2013-12-11
221 shares Hillenbrand P 2013-05-09 2013-11-13
41 shares Honeywell P 2013-05-09 2013-10-31
30 shares Imperial Tobacco P 2013-05-09 2013-12-11
8 shares Innophos Holdings P 2013-05-09 2013-06-20
8758 shares Intel Corp P 2012-10-24 2013-06-20
11 shares Intergys Energy P 2013-05-09 2013-12-11
50 shares Iron Man P 2013-05-09 2013-12-11
292 shares Johnson Johnson P 2013-05-09 2013-12-13
27 shares J2 Global P 2013-05-09 2013-12-11
12 shares Kla Tencor P 2013-05-09 2013-10-31
115 shares Kimberly Clark P 2013-05-09 2013-12-11
32 shares Kohls Corp P 2013-05-09 2013-12-11
27 shares Kraft Foods P 2013-05-09 2013-12-11
66 shares Lockheed Martin P 2013-05-09 2013-12-11
57 shares Lorillard Inc P 2013-05-09 2013-12-11
17 shares Mattel Inc P 2013-05-09 2013-12-11
20 shares McDonalds Corp P 2013-05-09 2013-12-11
457 shares Medtronic P 2013-05-09 2013-11-08
19 shares Merck P 2013-05-09 2013-12-11
146 shares Microsoft P 2013-05-09 2013-12-11
187 shares Microchip Tech P 2013-05-09 2013-10-31
33 shares Molson Coors P 2013-05-09 2013-12-11
165 shares Munich RE P 2013-05-09 2013-12-12
33 shares National Fuel P 2013-05-09 2013-12-11
76 shares National Grid P 2013-05-09 2013-12-11
66 shares Nestles P 2013-05-09 2013-12-11
105 shares Nisource Inc P 2013-05-09 2013-05-14
156 shares Norfolk Southern P 2013-05-09 2013-12-26
33 shares Nucor Corp P 2013-05-09 2013-12-11
37 shares Occidental Pete P 2013-05-09 2013-12-11
58 shares Owens Minor P 2013-05-09 2013-12-11
38 shares PNC Finl Svcs P 2013-05-09 2013-12-11
60 shares PPL Corp P 2013-05-09 2013-12-11
327 shares Paychex Inc P 2013-05-09 2013-12-06
42 shares Pearson PLC P 2013-05-09 2013-12-11
44 shares Pepsico P 2013-05-09 2013-12-11
629 shares Pfizer Inc P 2013-05-09 2013-11-27
86 shares Philip Morris P 2013-05-09 2013-12-11
15 shares Philippine Long P 2013-05-09 2013-12-11
31 shares Proctor Gamble P 2013-05-09 2013-12-11
19 shares Qualcomm Inc P 2013-08-29 2013-12-11
21 shares Raytheon Co P 2013-05-09 2013-12-11
10 shares Realty Income P 2013-07-08 2013-12-11
599 shares Reckitt Benckiser P 2013-05-09 2013-06-07
43 shares Regal Entertainment P 2013-05-09 2013-12-11
48 shares Republic Svcs P 2013-05-09 2013-12-11
159 shares Reynolds American P 2013-05-09 2013-12-11
171 shares Roche Hldg P 2013-05-09 2013-12-11
164 shares Rogers Comm P 2013-05-09 2013-12-11
27 shares Royal Dutch Shell P 2013-05-09 2013-12-11
33 shares Royal Dutch Shell P 2013-05-09 2013-12-11
102 shares SSE PLC P 2013-05-09 2013-12-11
14 shares Sanofi Sponsored P 2013-05-09 2013-10-31
22 shares Senior Hsg P 2013-05-09 2013-12-11
168 shares Severn Trent P 2013-05-09 2013-12-11
54 shares Shaw Communications P 2013-05-09 2013-10-31
59 shares Southern Co P 2013-05-09 2013-12-11
218 shares Spectra Energy P 2013-05-09 2013-06-06
93 shares Staples Inc P 2013-05-09 2013-12-11
20 shares Svenska Handelsbanken P 2013-05-09 2013-12-11
48 shares Swisscomm P 2013-05-09 2013-12-11
74 shares Sysco P 2013-05-09 2013-12-11
53 shares Teco Energy P 2013-05-09 2013-10-31
45 shares Target P 2013-05-09 2013-12-11
582 shares Telefonica Brasil P 2013-05-09 2013-08-27
59 shares Telstra P 2013-05-09 2013-10-31
126 shares Turna Rete P 2013-05-09 2013-12-11
60 shares Thompson Reuters P 2013-05-09 2013-12-11
109 shares 3M P 2013-05-09 2013-09-20
86 shares Time Warner P 2013-05-09 2013-10-31
38 shares Total S A P 2013-05-09 2013-12-11
118 shares Travelers P 2013-05-09 2013-05-21
56 shares US Bancorp P 2013-05-09 2013-12-11
240 shares UNS Energy P 2013-05-09 2013-06-28
9 shares Unilever P 2013-05-09 2013-10-31
32 shares UPS P 2013-05-09 2013-12-11
44 shares United Utilities P 2013-05-09 2013-12-11
164 shares Verizon P 2013-05-09 2013-12-11
234 shares Vinci S A P 2013-05-09 2013-12-12
77 shares Vivendi S A P 2013-05-09 2013-12-11
18 shares Wm Morrison P 2013-05-09 2013-10-31
25 shares Wal Mart P 2013-05-09 2013-12-11
429 shares Walgreen P 2013-05-09 2013-12-11
101 shares Waste Mgt P 2013-05-09 2013-12-17
11 shares Wells Fargo P 2013-05-21 2013-10-31
111 shares Western Union P 2013-05-09 2013-12-11
13 shares Westpac P 2013-05-09 2013-10-31
9 shares Williams Co P 2013-12-05 2013-12-11
855 shares Windstream P 2013-05-09 2013-06-06
29 shares Yara International P 2013-05-09 2013-12-11
116 shares Daimler P 2013-05-09 2013-12-11
41 shares Aircastle P 2013-06-27 2013-12-11
14 shares Ensco PLC P 2013-11-13 2013-12-11
28 shares Partnerre Lmtd P 2013-05-09 2013-12-11
26 shares Amerigas Partners LP P 2013-05-09 2013-12-11
745 shares Breitburn Energy Partner P 2013-05-09 2013-07-31
20 shares Enterprise Products P 2013-05-09 2013-12-11
14 shares Kinder Morgan P 2013-05-09 2013-12-11
32 shares Memorial Prodtn P 2013-10-29 2013-12-11
29 shares Williams Partners P 2013-05-09 2013-12-11
(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 195,876   154,454 41,422
b 176,396   204,622 -28,226
c 3,171   2,322 849
d 50,915   47,010 3,905
e 176,369   182,589 -6,220
111,961   133,555 -21,594
109,178   135,809 -26,631
3,368   2,371 997
55,499   48,707 6,792
98,439   145,420 -46,981
2,167   1,899 268
132,348   91,866 40,482
3,484   2,955 529
109,283   90,407 18,876
127,014   252,671 -125,657
221   200 21
268   264 4
141,575   128,833 12,742
2,550   1,900 650
70,165   199,769 -129,604
140,574   178,886 -38,312
656   575 81
9,114   8,868 246
974   943 31
849   818 31
641   685 -44
2,250   2,210 40
1,992   1,830 162
12,762   12,510 252
850   913 -63
2,405   2,009 396
1,008   961 47
9,172   9,899 -727
9,081   9,097 -16
1,630   1,561 69
1,460   1,461 -1
2,002   1,925 77
899   804 95
49,458   42,816 6,642
1,216   1,252 -36
10,696   8,790 1,906
9,580   10,290 -710
2,050   1,797 253
1,148   1,202 -54
789   896 -107
2,413   2,454 -41
3,525   3,850 -325
5,813   5,855 -42
2,926   2,911 15
12,746   11,986 760
576   537 39
637   585 52
8,462   7,583 879
1,893   1,777 116
221   206 15
1,946   1,959 -13
330   368 -38
1,616   1,406 210
8,645   6,461 2,184
256   246 10
1,210   1,332 -122
4,299   4,183 116
1,243   880 363
434   384 50
2,752   2,753 -1
213,882   174,871 39,011
3,535   3,722 -187
173   173  
1,784   1,617 167
98,439   117,387 -18,948
1,612   1,770 -158
331   311 20
2,610   2,331 279
21,090   20,594 496
13,032   12,170 862
2,974   2,888 86
497   548 -51
2,430   2,427 3
1,199   1,199  
6,299   5,470 829
3,266   3,189 77
2,239   2,149 90
391   423 -32
212,908   189,035 23,873
603   658 -55
1,415   1,625 -210
26,859   24,843 2,016
1,207   1,027 180
767   649 118
11,719   11,725 -6
1,733   1,545 188
1,451   1,485 -34
8,607   6,674 1,933
2,737   2,436 301
758   771 -13
1,940   1,975 -35
25,736   22,334 3,402
876   864 12
5,182   4,780 402
7,630   6,864 766
1,747   1,633 114
3,422   3,285 137
2,182   2,053 129
4,936   5,175 -239
4,448   4,650 -202
3,032   3,036 -4
13,699   12,258 1,441
1,550   1,498 52
3,438   3,258 180
2,053   1,928 125
2,752   2,609 143
1,732   1,910 -178
14,080   12,223 1,857
851   771 80
3,593   3,629 -36
19,965   17,982 1,983
7,616   7,964 -348
966   1,068 -102
2,505   2,416 89
1,380   1,272 108
1,540   1,332 208
371   425 -54
8,422   8,602 -180
814   802 12
1,624   1,654 -30
8,018   7,522 496
11,275   10,788 487
7,349   7,718 -369
1,853   1,930 -77
2,199   2,283 -84
2,289   2,497 -208
747   759 -12
519   581 -62
5,220   4,743 477
1,306   1,239 67
2,458   2,530 -72
6,526   6,688 -162
1,468   1,300 168
440   457 -17
2,337   2,179 158
2,556   2,528 28
900   979 -79
3,000   3,130 -130
11,427   15,219 -3,792
681   735 -54
1,749   1,739 10
2,133   2,049 84
13,128   12,018 1,110
5,273   5,239 34
2,182   1,915 267
9,877   10,202 -325
2,038   1,865 173
11,300   11,707 -407
371   382 -11
2,959   2,821 138
985   989 -4
7,969   8,578 -609
3,574   2,885 689
1,707   1,611 96
408   408  
1,929   1,954 -25
24,531   20,557 3,974
4,395   4,157 238
453   447 6
1,850   1,780 70
423   436 -13
313   313  
6,729   6,964 -235
1,256   1,256  
8,140   6,643 1,497
774   649 125
823   823  
2,623   2,571 52
1,152   1,196 -44
13,458   14,219 -761
1,249   1,227 22
1,122   1,226 -104
649   666 -17
1,445   1,443 2
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a        
b        
c        
d        
e        
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -219,429
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 500,795 3,671,454 0.136402
2011 266,439 3,814,375 0.069851
2010      
2009      
2008      
2 Total of line 1, column (d) ...................... 2 0.206254
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 0.068751
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 3,582,512
5 Multiply line 4 by line 3....................... 5 246,301
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 570
7 Add lines 5 and 6......................... 7 246,871
8 Enter qualifying distributions from Part XII, line 4.............. 8 204,576
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 1,140
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 1,140
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,140
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 1,500
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 1,500
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,000
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 1,860
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet1,860 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)
    bulletAL
    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 ofbulletMichael E Williams Telephone no.bullet (205) 459-2152
    Located atbulletP O BOX 32ButlerAL ZIP+4bullet36904
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........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
    Michael E Williams Trustee
    30.00     		40,000 0 0
    P O BOX 32
    Butler,AL36904
    Patricia W Harris Trustee
    30.00     		40,000 0 0
    5476 Arrow Lake Rd
    Meridian,MS39301
    Jennifer W Clark Trustee
    30.00     		40,000 0 0
    324 Timberlane Rd
    Butler,AL36904
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............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   0
    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
    179,126
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    1,140
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,140
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    177,986
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    177,986
    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
    177,986
    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 7 177,986
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011....... 76,117
    e From 2012....... 318,725
    fTotal of lines 3a through e......... 394,842
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 204,576
    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..... 177,986
    e Remaining amount distributed out of corpus 26,590
    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 5 421,432
    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 ......     		421,432
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011.... 76,117
    d Excess from 2012.... 318,725
    e Excess from 2013.... 26,590
    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.
    NONE
    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:
    Michael E Williams
    P O Box 32
    Butler,AL36904
    (205) 459-2152
    bThe form in which applications should be submitted and information and materials they should include:
    Foundation applications provided upon request
    cAny submission deadlines:
    None
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    None
    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
    Unversity of Alabama
    P O Box 870100
    Tuscaloosa,AL35487     		    Scholarship Endowment 15,000
    University of West Alabama
    UWA Station 6
    Livingston,AL35470     		    ScholarshipEndowment 45,000
    Auburn University Foundation
    317 South College Street
    Auburn University,AL36849     		    ScholarshipEndowment 26,000
    Total .................................bullet 3a 86,000
    bApproved for future payment
    University of Mobile
    5735 College Parkway
    Eight Mile,AL36613     		    Library 5,000
    University of West Alabama
    UWA Station 6
    Livingston,AL35470     		    Chapel Project 306,996
    Alabama Forestry Foundation
    660 Adams Sreet
    Montgomery,AL36104     		    ScholarshipEndowment 20,000
    Clarkdale Attendance Center
    7000 Hwy 145
    Meridian,MS39301     		    Student Activities 20,000
    Total .................................bullet 3b 351,996
    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 ............     		    14 372  
    4 Dividends and interest from securities....     14 115,803  
    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 -219,429  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aRoyalty income     15 136  
    bLease income     16 10,570  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   -92,548  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13-92,548
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 AccountingFeesSchedule
    Name:
    THE ERNESTINE L LENOIR CHARITABLE TRUST
    EIN: 31-6632596
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting fees 3,651 0 0 1,826

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

    TY 2013 AmortizationSchedule
    Name:
    THE ERNESTINE L LENOIR CHARITABLE TRUST
    EIN: 31-6632596
    Description of Amortized Expenses Date Acquired, Completed, or Expended Amount Amortized Deduction for Prior Years Amortization Method Current Year Amortization Net Investment Income Adjusted Net Income Total Amount of Amortization
    LOAN FEES 2013-05-08 6,800 0 20 227 227 0 227

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

    TY 2013 DepreciationSchedule
    Name:
    THE ERNESTINE L LENOIR CHARITABLE TRUST
    EIN: 31-6632596
    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
    SONY LAPTOP 2011-07-05 1,972 591 SL 5 394 197 0  
    LARGE TRAILER 2013-05-08 12,000 0 SL 10 600 600 0  
    SMALL TRAILER 2013-05-08 10,000 0 SL 10 500 500 0  
    STORAGE UNIT 2013-05-08 6,000 0 SL 10 300 300 0  
    KUBOTA TRACTOR 2013-06-21 33,650 0 SL 10 1,683 1,683 0  
    KUBOTA LOADER 2013-06-21 5,500 0 SL 10 275 275 0  
    BUSHOG CUTTER 2013-06-21 2,800 0 SL 10 140 140 0  

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    THE ERNESTINE L LENOIR CHARITABLE TRUST
    EIN: 31-6632596
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABM Industries 220 shares comm 6,290 6,290
    ATT Inc 1888 shares common 66,382 66,382
    Abbvie Inc 933 shares common 49,272 49,272
    ADR National 60 shares common 0 0
    Alcoa 20000 shares common 0 0
    Altri Group 1929 shares common 74,054 74,054
    Ameren Corp 393 shares common 14,211 14,211
    American Elec 259 shares comm 12,106 12,106
    Anheuser Busch 70 shares comm 7,452 7,452
    Apple Inc 17 shares common 9,537 9,537
    Astrazeneca PLC 1157 shs comm 68,691 68,691
    Automatic Data 102 shares comm 8,242 8,242
    Avista Corp 301 shares common 8,485 8,485
    BAE Systems 658 shares common 18,963 18,963
    BASF SE Spons 156 shares comm 16,657 16,657
    BCE Inc 825 shares common 35,732 35,732
    BP PLC 932 shares common 45,305 45,305
    Becton Dickinson 168 shs comm 18,562 18,562
    Bemis Inc 383 shares common 15,688 15,688
    BHP Billiton 135 shares comm 9,207 9,207
    Blackrock Inc 71 shares common 22,469 22,469
    Bob Evans Farms 271 shs common 13,710 13,710
    Bristol Myers 249 shares comm 13,234 13,234
    British Amern 69 shares Comm 7,412 7,412
    CME Group 500 shares common 39,230 39,230
    Cameco Corp 5300 shares common 0 0
    CA Inc 618 shares common 20,796 20,796
    Centruylink 519 shares common 16,530 16,530
    Chevron Corp 291 shares common 36,349 36,349
    Coach Inc 336 shares common 18,860 18,860
    Coca Cola 278 shares common 11,484 11,484
    Comcast 167 shares common 8,330 8,330
    Commonwealth Bank 103 shs comm 7,169 7,169
    Companhia 80 shares common 0 0
    Compass Group 464 shares comm 7,439 7,439
    ConcoPhillips 937 shares comm 66,199 66,199
    Corning Inc 1462 shares common 26,053 26,053
    Correction Corp 355 shs comm 11,385 11,385
    Darden Rest 354 shares common 19,247 19,247
    Deere Co 75 shares common 6,850 6,850
    Deutsche Telekom 1308 shs comm 22,403 22,403
    Diageo PLC 49 shares common 6,489 6,489
    Diamond Offshore 214 shs comm 12,181 12,181
    Dominion Res 503 shares common 32,539 32,539
    Donnelley 559 shares common 11,337 11,337
    Dow Chemical 258 shares common 11,455 11,455
    Dr Pepper 597 shares common 29,086 29,086
    Du Pont 117 shares common 7,601 7,601
    Duke Energy 886 shares common 61,143 61,143
    Electricite 2583 shares common 18,130 18,130
    Eli Lilly 2640 shares common 0 0
    Emerson Elec 469 shares common 32,914 32,914
    Freeport Mc 6000 shares common 0 0
    GEO Group 555 shares common 17,882 17,882
    Gallagher Arthur 161 shs comm 7,556 7,556
    General Dynamics 282 shs comm 26,945 26,945
    General Mills 143 shares comm 7,137 7,137
    Glaxosmithkline 1071 shs comm 57,181 57,181
    HCP Inc 319 shares common 11,586 11,586
    Hasbro Inc 517 shares common 28,440 28,440
    Health Care 704 shares common 37,713 37,713
    Hillenbrand 96 shares common 2,824 2,824
    Centrica PLC 574 shares common 13,222 13,222
    Deutsche Post 208 shares comm 7,595 7,595
    Honeywell 86 shares common 7,858 7,858
    Imperial Tobacco 289 shs comm 22,382 22,382
    Innophos Holdings 113 shs comm 5,492 5,492
    Intel Corp 1429 shares common 37,090 37,090
    Intergys Energy 146 shs comm 7,944 7,944
    Iron Mtn 626 shares common 18,999 18,999
    Johnson Johnson 482 shs comm 44,146 44,146
    J2 Global 367 shares common 18,354 18,354
    Kla Tencor 163 shares common 10,507 10,507
    Kimberly Clark 629 shares comm 65,705 65,705
    Kohls Corp 497 shares common 28,205 28,205
    Kraft Foods 896 shares common 48,303 48,303
    Eli Lilly 212 shares common 10,812 10,812
    Lockheed Martin 260 shs common 38,652 38,652
    Lorillard Inc 972 shares comm 49,261 49,261
    Mattel Inc 300 shares common 14,274 14,274
    Mcdonalds Corp 366 shares comm 35,513 35,513
    Merck Co 1221 shares common 61,111 61,111
    Microsoft 862 shares common 32,247 32,247
    Microchip Tech 203 shares comm 9,084 9,084
    Molson Coors 323 shares common 18,136 18,136
    Munich Re Group 666 shs common 14,697 14,697
    National Fuel 428 shares comm 30,559 30,559
    National Grid 1046 shares comm 68,325 68,325
    Nestle SA 101 shares common 7,433 7,433
    Norfolk Southern 214 shs comm 19,866 19,866
    Novartis A G 155 shares common 12,459 12,459
    Nucor Corp 333 shares common 17,776 17,776
    Occidental Pete 336 shs comm 31,954 31,954
    Orkla A S 1336 shares common 10,421 10,421
    Owens Minor 543 shares common 19,852 19,852
    PNC Finl 371 shares common 28,782 28,782
    PPL Corp 1539 shares common 46,308 46,308
    Pan Amern Silver 10000 shs com 0 0
    Pearson PLC 609 shares common 13,642 13,642
    Pepsico 523 shares common 43,378 43,378
    Philip Morris 435 shares comm 37,902 37,902
    Philippine Long 116 shs common 6,969 6,969
    Potash Corp 287 shares common 9,460 9,460
    Procter Gamble 370 shares comm 30,122 30,122
    Qualcomm 332 shares common 24,651 24,651
    Raytheon Co 234 shares common 21,224 21,224
    Realty Income 350 shares comm 13,065 13,065
    Regal Entetain 511 shares comm 9,939 9,939
    Republic Svcs 489 shares comm 16,235 16,235
    Reynolds Amer 1280 shares comm 63,987 63,987
    Roche Hldg 130 shares common 9,107 9,107
    Rogers Comm 899 shares common 40,690 40,690
    Royal Dutch Shell 625 shs comm 46,944 46,944
    Royal Dutch Shell 261 shs comm 18,601 18,601
    SSE PLC 798 shares common 18,107 18,107
    Sanofi Spons 189 shares common 10,136 10,136
    Senior HSG 711 shares common 15,806 15,806
    Severn Trent 273 shares comm 7,709 7,709
    Shaw Comm 734 shares common 17,865 17,865
    Southern Co 1282 shares common 52,703 52,703
    Southern Copper 8 shares comm 0 0
    Staples Inc 1299 shares common 20,641 20,641
    Statoil ASA 401 shares common 9,676 9,676
    Svenska Hand 291 shares common 7,159 7,159
    Swisscom AG 422 shares common 22,344 22,344
    Sysco Corp 722 shares common 26,064 26,064
    Teco Energy 855 shares common 14,740 14,740
    Target Corp 369 shares common 23,347 23,347
    Telstra Corp 744 shares common 17,473 17,473
    Turna Rete 1362 shares common 20,851 20,851
    Thompson Reuters 660 shs comm 24,961 24,961
    Time Warner 111 shares common 7,739 7,739
    Total S A 1243 shares common 76,159 76,159
    US Bancorp 586 shares comm 23,674 23,674
    Unilever PLC 286 shares comm 11,783 11,783
    United Parcel 297 shares comm 31,209 31,209
    United Utilities 727 shs comm 16,171 16,171
    Ventas Inc 186 shares common 10,654 10,654
    Verizon 1759 shares common 86,437 86,437
    Vinci S A 1209 shares common 19,875 19,875
    Vivendi S A 454 shares common 11,983 11,983
    Vodafone Group 2582 shs comm 101,498 101,498
    Wm Morrison 304 shares common 6,571 6,571
    Wal Mart 261 shares common 20,538 20,538
    Walgreen Co 218 shares common 12,522 12,522
    Waste Mgt 163 shares common 7,314 7,314
    Wells Fargo 217 shares common 9,852 9,852
    Western Union 1357 shs common 23,408 23,408
    Westpac Bkg 307 shares common 8,918 8,918
    Williams Co 507 shares common 19,555 19,555
    YPF 5200 shares common 0 0
    Yara Intern 380 shares common 16,348 16,348
    Daimler AG 199 shares common 17,266 17,266
    Aircastle 616 shares common 11,803 11,803
    Ensco PLC 325 shares common 18,584 18,584
    Partnerre Lmtd 224 shares comm 23,616 23,616

    TY 2013 InvestmentsOtherSchedule2
    Name:
    THE ERNESTINE L LENOIR CHARITABLE TRUST
    EIN: 31-6632596
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Natural Resources Partners LP   0 0
    Amerigas Partners LP   11,544 11,544
    Enterprise Products Partners LP   9,481 9,481
    Kinder Morgan Energy Partners LP   16,697 16,697
    Markwest Energy Partners LP   7,473 7,473
    Memorial Prodtn Partners LP   6,099 6,099
    Targa Resources Partners LP   7,531 7,531
    Williams Partners LP   24,158 24,158
    Land Sumter County Alabama   2,652,693 2,652,693
    FLCA 200 shares   1,000 1,000

    TY 2013 LandEtcSchedule2
    Name:
    THE ERNESTINE L LENOIR CHARITABLE TRUST
    EIN: 31-6632596
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Equipment 69,950 3,498 66,452 69,950
    Office equipment 1,972 985 987 1,972


    TY 2013 LegalFeesSchedule
    Name:
    THE ERNESTINE L LENOIR CHARITABLE TRUST
    EIN: 31-6632596
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Legal fees 509 0 0 255


    TY 2013 MortgagesAndNotesPayableSch
    Name:
    THE ERNESTINE L LENOIR CHARITABLE TRUST
    EIN: 31-6632596
    Total Mortgage Amount:  

    Item No. 1
    Lender's Name Raymond James
    Lender's Title  
    Relationship to Insider  
    Original Amount of Loan 694523
    Balance Due 694523
    Date of Note 2013-12
    Maturity Date  
    Repayment Terms  
    Interest Rate 5
    Security Provided by Borrower Security acct
    Purpose of Loan Margin loan
    Description of Lender Consideration Cash
    Consideration FMV 694523

    Item No. 2
    Lender's Name Alabama Ag Credit FLCA
    Lender's Title  
    Relationship to Insider  
    Original Amount of Loan 1971000
    Balance Due 1941104
    Date of Note 2013-05
    Maturity Date 2033-05
    Repayment Terms semi annual
    Interest Rate 4.8
    Security Provided by Borrower Land
    Purpose of Loan Purchase land
    Description of Lender Consideration Cash
    Consideration FMV 1971000


    TY 2013 OtherAssetsSchedule
    Name:
    THE ERNESTINE L LENOIR CHARITABLE TRUST
    EIN: 31-6632596
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Loan fees net 0 6,573 6,573
    Prepaid excise tax 0 360 360


    TY 2013 OtherExpensesSchedule
    Name:
    THE ERNESTINE L LENOIR CHARITABLE TRUST
    EIN: 31-6632596
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Bank charges 72 0 0 0
    Insurance 222 222 0 0
    Office expense 143 0 0 71
    Dues and subscriptions 165 165 0 0
    Postage 48 0 0 24
    Services 615 615 0 0
    Maintenance and repairs 10,553 10,553 0 0
    Supplies 207 0 0 104
    Utilities 598 598 0 0
    Investment fees and expense 25,424 25,424 0 0
    Partnership loss 4,123 136 0 0


    TY 2013 OtherIncomeSchedule2
    Name:
    THE ERNESTINE L LENOIR CHARITABLE TRUST
    EIN: 31-6632596
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Royalty income 136 136 0


    TY 2013 OtherIncreasesSchedule
    Name:
    THE ERNESTINE L LENOIR CHARITABLE TRUST
    EIN: 31-6632596
    Description Amount
    Unrealized gains and losses 622,881


    TY 2013 TaxesSchedule
    Name:
    THE ERNESTINE L LENOIR CHARITABLE TRUST
    EIN: 31-6632596
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Foreign taxes 2,388 2,388 0 0
    Property taxes 1,943 1,943 0 0
    Excise taxes 1,140 0 0 0