Form990-PF
Click to see list of attachments

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 Kemper & Ethel Marley Fdn
 

Number and street (or P.O. box number if mail is not delivered to street address)PO Box 10392   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Phoenix, AZ85064
A Employer identification number

86-0653091
B Telephone number (see instructions)

(602) 269-6081
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$250,877,986J 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 404,521 404,521 404,521
4 Dividends and interest from securities...... 2,757,085 2,705,760 2,705,760
5a Gross rents.............. 157,095 157,095 157,095
b Net rental income or (loss) 157,095
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 43,801,370
b Gross sales price for all assets on line 6a 121,571,665
7 Capital gain net income (from Part IV, line 2)... 35,866,693
8 Net short-term capital gain......... 8,215,182
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 -341,982 243,803  
12 Total. Add lines 1 through 11........ 46,778,089 39,377,872 11,482,558
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)......... Click to see attachment 25,509 20,881 20,881 4,324
b Accounting fees (attach schedule)....... Click to see attachment 347,005 268,882 268,882 71,777
c Other professional fees (attach schedule).... Click to see attachment 1,928,309 1,710,956 1,710,956 211,981
17 Interest............... 2,910 1,455 1,455 1,455
18 Taxes (attach schedule) (see instructions) Click to see attachment 618,586 495,147 495,147  
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 10,510 3,792 3,792 6,718
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 470,035 455,832 455,832 11,021
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,402,864 2,956,945 2,956,945 307,276
25 Contributions, gifts, grants paid........ 14,294,862 14,294,862
26 Total expenses and disbursements. Add lines 24 and 25 17,697,726 2,956,945 2,956,945 14,602,138
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 29,080,363
b Net investment income (if negative, enter -0-) 36,420,927
c Adjusted net income (if negative, enter -0-)... 8,525,613
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............... 2,585,495 734,238 734,238
2 Savings and temporary cash investments.......... 1,006,149 10,572,828 10,572,828
3 Accounts receivable bullet23,855
Less: allowance for doubtful accounts bullet   28,415 23,855 23,855
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) bullet4,372,098
Less: allowance for doubtful accounts bullet   929,341 Click to see attachment4,372,098 11,889,320
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 172,066 173,841 172,741
b Investments—corporate stock (attach schedule)........ 112,292,088 119,161,647 154,601,507
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet3,720,609
Less: accumulated depreciation (attach schedule) bullet   3,620,889 Click to see attachment3,720,609 33,348,176
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 28,100,781 42,693,949 39,385,997
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment4,102,842 Click to see attachment149,324 Click to see attachment149,324
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 152,838,066 181,602,389 250,877,986
Liabilities 17 Accounts payable and accrued expenses..........   1,396
18 Grants payable................... 5,299,050 14,006,412
19 Deferred revenue.................. 849,598 844,439
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)   Click to see attachment3
23 Total liabilities (add lines 17 through 22).......... 6,148,648 14,852,250
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......... 142,403,774 142,091,495
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 4,285,644 24,658,644
30 Total net assets or fund balances (see page 17 of the
instructions).................... 146,689,418 166,750,139
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 152,838,066 181,602,389
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)............... 1 146,689,418
2 Enter amount from Part I, line 27a..................... 2 29,080,363
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 175,769,781
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 9,019,642
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 166,750,139
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1a
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 35,866,693
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 8,215,182
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 10,504,601 212,021,257 0.04955
2011 8,787,333 220,838,711 0.03979
2010 7,062,947 220,552,822 0.03202
2009 7,435,040 210,538,757 0.03531
2008 13,024,265 150,427,622 0.08658
2 Total of line 1, column (d) ...................... 2 0.24326
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 0.04865
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 232,904,014
5 Multiply line 4 by line 3....................... 5 11,331,013
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 364,209
7 Add lines 5 and 6......................... 7 11,695,222
8 Enter qualifying distributions from Part XII, line 4.............. 8 14,602,138
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 1 364,209
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............................ 3 364,209
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- ..... 5 364,209
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 346,963
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 250,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 596,963
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 150
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 10 232,604
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet232,604 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)
    bulletAZ
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletThe Kemper&Ethel Marley Fdn Telephone no.bullet (602) 269-6081
    Located atbulletPO Box 10392PhoenixAZ ZIP+4bullet85064
    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
     
    No
    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
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
    No
    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
    Nancy Elitharp Ball-See Note Treasurer&VP
    20.00     		0    
    PO Box 10392
    Phoenix,AZ85064
    Stephen M Corrigan-See Note President
    10.00     		0    
    PO Box 10392
    Phoenix,AZ85064
    Dan Corrigan-See Note VP
    10.00     		0    
    PO Box 10392
    Phoenix,AZ85064
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    Times Square Capital Mgt Inc Money Manager 328,658
    Four TImes Square 25th Floor
    New York,NY10036
    Robeco-Boston Partners Money Manager 211,096
    350 S Grand Avenue Suite 1150
    Los Angeles,CA90071
    Sterling Capital Management LLC Money Manager 293,450
    500 Airport BlSuite 100
    Burlingame,CA94010
    Goldman Sachs Money Manager 177,700
    32 Old Slip - 32nd Floor
    New York,NY10005
    Marley Management Company Invest;Acctg;Grants 1,076,073
    PO Box 10392
    Phoenix,AZ85064
    Total number of others receiving over $50,000 for professional services.............bullet3
    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
    11,645,201
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    364,209
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    364,209
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    11,280,992
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    3,953,517
    5
    Add lines 3 and 4............................
    5
    15,234,509
    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
    15,234,509
    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 15,234,509
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 10,405,262
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 14,602,138
    a Applied to 2012, but not more than line 2a 10,405,262
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2013 distributable amount..... 4,196,876
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2013.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		11,037,633
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number 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
    See Attached Statement
    For Detail of Total Grants
    Various Cities,AZ85064     		Various Various Various 14,294,862
    Total .................................bullet 3a 14,294,862
    bApproved for future payment
    Arizona State Railroad Museum Found
    204 W Railroad Ave
    Willaims,AZ86046     		None N/A Capital 400,000
    Central Arizona College Foundation
    8740 N Overfield Road
    Coolidge,AZ85228     		None N/A Capital 50,000
    Southwest Autism Research Resource
    300 N 18th St
    Phoenix,AZ85006     		None N/A Operating 150,000
    West Valley Fine Arts Council
    PO Box 754
    Litchfield Park,AZ85323     		None N/A Operating 93,250
    Adult Care Services Inc
    844 Sunset Ave
    Prescott,AZ86305     		None N/A Operating 136,000
    Banner Alzheimer's Foundation
    901 E Willetta St
    Phoenix,AZ85006     		None N/A Endowment 1,600,000
    Banner Alzheimer's Foundation
    901 E Willetta St
    Phoenix,AZ85006     		None N/A Operating 800,000
    Desert Botanical Garden
    1201 N Galvin Pkway
    Phoenix,AZ85008     		None N/A Capital 750,000
    Great Hearts Academies
    3102 N 56th St 300
    Phoenix,AZ85018     		None N/A Capital 316,667
    Great Hearts Academies
    3102 N 56th St 300
    Phoenix,AZ85018     		None N/A Operating 150,000
    Native American Connections Inc
    4520 N Central Ave 600
    Phoenix,AZ85012     		None N/A Operating 166,667
    Phoenix Children's Hospital Foundat
    1919 E Thomas Road
    Phoenix,AZ85016     		None N/A Capital 5,500,000
    Prescott YMCA of Yavapai County
    750 Whipple St
    Prescott,AZ86301     		None N/A Capital 170,495
    Ronald McDonald House Charities of
    501 E Roanoke Ave
    Phoenix,AZ85004     		None N/A Capital 125,000
    STAR-Stand Together and Recovery Ce
    3003 N Central Ave 675
    Phoenix,AZ85012     		None N/A Capital 450,000
    Save The Family Foundation of Arizo
    450 W 4th Place
    Mesa,AZ85201     		None N/A Operating 50,000
    Science Foundation Arizona
    400 E Van Buren St 200
    Phoenix,AZ85004     		None N/A Capital 375,000
    A Stepping Stone Foundation
    PO Box 87149
    Phoenix,AZ85080     		None N/A Operating 183,334
    Valley of the Sun Young Men's Chris
    350 N 1st Ave
    Phoenix,AZ85003     		None N/A Operating 300,000
    Wickenburg Community Hospital
    520 Rose Lane
    Wickenburg,AZ85390     		None N/A Operating 2,000,000
    YWCA Maricopa County
    755 E Willetta St
    Phoenix,AZ85006     		None N/A Operating 200,000
    Marine Corps Scholarship Foundation
    4715 N 32nd St 104
    Phoenix,AZ85018     		None N/A Operating 40,000
    Total .................................bullet 3b 14,006,413
    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 ............     		    14 404,521  
    4 Dividends and interest from securities....     14 2,705,760 51,325
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 157,095  
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		531120 7,934,677 41 35,866,693  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aDMB Market Street 531120 11,214      
    bEMOGT DCPV Hldgs-To 990T 531390 -12,474      
    cGHA PRI Loan Interest     14 124,725  
    dKEMF ExciseTaxRefund     1    
    eKEMFCD-CnynVillage-To990T 531120 -225,629      
    fKEMFDC-Res&SLGolf-990T 531120 -320,764      
    gKEMFMC-AZLandDeptReimb     16    
    hKEMF-Ranch-To990T 111000 -38,132      
    iKEMQWF-OrigFee     14    
    jKEMVRI-Ventanna     14 50,000  
    kOther Income-Mandrian     14 790  
    lOtherInc-Goldman     14    
    mOtherInc-JPM Bond     14    
    nOtherInc-Sterling     14    
    oOtherInc-TimesSquare     14    
    pPutnam-Other PortfolioInc     14 -58,908  
    qPutnam-OtherTaxExmtK1Inc     14 127,196  
    12 Subtotal. Add columns (b), (d), and (e).. 7,348,892 39,377,872 51,325
    13Total. Add line 12, columns (b), (d), and (e)..................
    1346,778,089
    (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: 13000170
    Software Version: 2013v3.1


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 AccountingFeesSchedule
    Name:
    The Kemper & Ethel Marley Fdn
    EIN: 86-0653091
    Software ID:13000170
    Software Version:2013v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Marley Management-990T 6,346 0 0 0
    Marley Management-Direct&SMLLCs 340,659 268,882 268,882 71,777

    TY 2013 ContractorCompensationExpln
    Name:
    The Kemper & Ethel Marley Fdn
    EIN: 86-0653091
    Software ID:13000170
    Software Version:2013v3.1
    Contractor Explanation
    Goldman Sachs  
    Marley Management Company Real Estate Management and Acquisition; Accounting and Tax planning and preparation; Grant Managmeent.
    Robeco-Boston Partners  
    Sterling Capital Management LLC  
    Times Square Capital Mgt Inc  

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

    TY 2013 GainLossSaleOtherAssetsSch
    Name:
    The Kemper & Ethel Marley Fdn
    EIN: 86-0653091
    Software ID:13000170
    Software Version:2013v3.1
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    Various Robeco-Boston-ST-Covered 2013-07 Purchase 2013-12   8,665,321 7,758,369 Cost   906,952  
    Various Robeco-Boston-LT-Covered 2012-01 Purchase 2013-12   8,288,290 6,118,985 Cost   2,169,305  
    Various Robeco-Boston-LT-NonCovered 2012-01 Purchase 2013-12   5,757,652 3,499,948 Cost   2,257,704  
    Various Goldman-ST-Covered 2013-07 Purchase 2013-12   5,674,501 4,836,754 Cost   837,747  
    Various Goldman-LT-Covered 2012-01 Purchase 2013-12   4,969,535 3,710,921 Cost   1,258,614  
    Various Goldman-LT-NonCovered 2012-01 Purchase 2013-12   6,271,525 3,443,660 Cost   2,827,865  
    Various Times Square-ST-Covered 2013-07 Purchase 2013-12   16,143,646 14,420,406 Cost   1,723,240  
    Various Times Square-LT-Covered 2012-01 Purchase 2013-12   7,704,389 5,741,261 Cost   1,963,128  
    Various Times Square-LT-Non Covered 2012-01 Purchase 2013-12   10,488,756 5,029,719 Cost   5,459,037  
    Various Sterling-ST-Covered 2013-07 Purchase 2013-12   12,107,239 10,159,859 Cost   1,947,380  
    Various Sterling-LT-Covered 2012-01 Purchase 2013-12   8,531,256 6,857,174 Cost   1,674,082  
    Various Sterling-LT-Non Covered 2012-01 Purchase 2013-12   7,890,756 6,193,226 Cost   1,697,530  
    Various Boston-Fixed-EMOGT 2013-07 Purchase 2013-12     13 Cost   -13  
    Various Boston-Equity-EMOGT 2012-01 Purchase 2013-12   81   Cost   81  
    Various Putnam K-1-Long Term 2012-01 Purchase 2013-12   4,088,371   Cost   4,088,371  
    Various Putnam K-1-Short Term 2013-07 Purchase 2013-12   2,799,751   Cost   2,799,751  
    Various Sale of Putnam LLC Interest 2012-01 Purchase 2013-12   3,953,671   Cost   3,953,671  
    Various JPM Bond Fund 2013-07 Purchase 2013-12   125   Cost   125  
    KEMFIL-LTCG-Marley Park 2012-01 Purchase 2013-12   296,582   Cost   296,582  
    KEMFMCC-LTCG-Marley Cattle-Freeport 2012-01 Purchase 2013-12   5,541   Cost   5,541  

    TY 2013 GeneralExplanationAttachment
    Name:
    The Kemper & Ethel Marley Fdn
    EIN: 86-0653091
    Software ID:13000170
    Software Version:2013v3.1
    Identifier Return Reference Explanation
      General Explanation Supplemental Information for Form 990-PF The information reported here for Form 990PF;Page 6; Part VIII-1 is also included in the information provided on Form 990PF; Page7; Part VIII-3 for Marley Management Company.Officer Compensation Contribs.To Benefit Plans Expense accountNancy Elitharp Ball $112,304 $19,363 $447 Stephen M. Corrigan $ 45,024 $11,256 $0Dan Corrigan $ 31,517 $ 7,879 $0
      General Explanation Supplemental Information for Form 990-PF Form 990-T AttachmentSchedule of Loss Carryforwards Taxable Year UBIT Loss Carried Forward 2007 (38,805) 2008 (263,882) 2009 (1,837,371) 2010 (1,096,052) 2011 (1,542,722) 2012 (1,117,167) Total (5,895,999)
      General Explanation Supplemental Information for Form 990-PF The Kemper and Ethel Marley FoundationForm 990-PF-Part II-Balance SheetsLine 7-Other notes and loans receivable schedule Beg.Yr. End of Yr. End of Yr Tax Tax FMVMarley Park Deed of Trust 0 0 $7,647,212Marley Cattle-Freeport Note $929,341 $923,280 923,280KEMF Quailwood Note 3,448,818 3,318,828Total for Line 7 $929,341 $4,372,098 $11,889,320
      General Explanation Supplemental Information for Form 990-PF Marley Fdn Beg of Yr(a) End of Yr(b) End of Yr(c)Pg.2;PartII;Ln.13-Other Inv. Book Value Book Value FMVKEMDMI LLC-Dominion Creek $2,245,728 $2,315,178 $1,991,789KEMMRI LLC-McCartney 4,707,993 4,749,604 3,950,442KEMVRI-Ventanna 4,139,256 4,223,098 3,173,435KEMTIL-Tuscano 3,333,928 3,420,627 3,117,153KEMNCI-Next Cycle 528,428 519,508 602,696KEMHIL-Hastings 720,038 724,672 895,000KEMHRI-Hawes&Riggs 1,440,758 1,559,152 1,627,665KEM40I-40thSt & Chandler 1,160,811 1,223,621 1,903,651KEMQWF-Quailwood 2,521,454KEM83O-83rd & Olive 728,427 707,107 770,000KEM95G-95th & Glendale 1,705,215 1,820,634 1,669,065KEM20I-ACP 20th Dr. 1,346,937 1,348,844 1,490,000KEMALI-Alameda Park 1,708,348 1,716,124 1,675,000 DMB Market Street LLC -3,447,191 248,658 248,658KEMFCD-Canyon Village 2,856,881 2,973,977 152,111KEMFDCL-DC Ranch Residential&Golf 2,032,516 1,711,800 3,052,550KEMFMCC-Marley Cattle Ranch 329,953 308,398 655,118 EMOGTDCPV-Golf Casitas&ark Villas 41,301 25,726 25,726KF303I-303 & Glendale 0 2,731,477 2,731,477KFWP23-Westpark 0 8,807,187 7,622,768KFMIIN-MI Bldgs-Avndle,Cmlbck,Scts 0 1,558,557 2,031,693Total Other Investments-Line 13 $28,100,781 $42,693,949 $39,385,997
      General Explanation Supplemental Information for Form 990-PF Marley FdnPg.2;Part II;Line 10a-Investments-US and State Government Obligations Beg of Yr(a) End of Yr(b) End of Yr(c) Book Value Book Value FMVJPM Short Duration Bond Fd-Sel $172,066 $173,841 $172,741

    TY 2013 InvestmentsLandSchedule2
    Name:
    The Kemper & Ethel Marley Fdn
    EIN: 86-0653091
    Software ID:13000170
    Software Version:2013v3.1
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Land 3,720,609   3,720,609 33,348,176

    TY 2013 LegalFeesSchedule
    Name:
    The Kemper & Ethel Marley Fdn
    EIN: 86-0653091
    Software ID:13000170
    Software Version:2013v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Fennemore Craig-990T 304 0 0 0
    Fennemore Craig-General 10,443 6,119 6,119 4,324
    Fennemore Craig-Market St 1,820 1,820 1,820 0
    Fennemore Craig-SMLLCs 12,942 12,942 12,942 0


    TY 2013 OtherAssetsSchedule
    Name:
    The Kemper & Ethel Marley Fdn
    EIN: 86-0653091
    Software ID:13000170
    Software Version:2013v3.1
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Furniture, Bronzes, Art     149,324
    Other Assets-Furniture,Bronze,Fine Art   149,324  


    TY 2013 OtherDecreasesSchedule
    Name:
    The Kemper & Ethel Marley Fdn
    EIN: 86-0653091
    Software ID:13000170
    Software Version:2013v3.1
    Description Amount
    Decrease in Original Basis of DMB Mrkt.St. 312,280
    Increase in Future Grant Commitments 8,707,362


    TY 2013 OtherExpensesSchedule
    Name:
    The Kemper & Ethel Marley Fdn
    EIN: 86-0653091
    Software ID:13000170
    Software Version:2013v3.1
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Bank Charges 1,197 143 143 1,054
    Computer Supplies 7,058     7,058
    Dues, Subs, Pubs 4,116 2,000 2,000 2,116
    Environmental Engineering 3,600 3,600 3,600  
    Insurance-Property & Umbrella 10,516 10,015 10,015 501
    License&Permits 48 25 25 23
    Lincoln House Expenses 24,701 24,701 24,701  
    LLC Portfolio Expenses 152,921 152,921 152,921  
    Money Mgr. Invest.Exp.&Misc. 199,330 196,148 196,148  
    Office Supplies 538 269 269 269
    Ranching Grazing Fee 21,945 21,945 21,945  
    Rental Property Expenses 44,065 44,065 44,065  


    TY 2013 OtherIncomeSchedule2
    Name:
    The Kemper & Ethel Marley Fdn
    EIN: 86-0653091
    Software ID:13000170
    Software Version:2013v3.1
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    DMB Market Street 11,214    
    EMOGT DCPV Hldgs-To 990T -12,474    
    GHA PRI Loan Interest 124,725 124,725  
    KEMFCD-CnynVillage-To990T -225,629    
    KEMFDC-Res&SLGolf-990T -320,764    
    KEMF-Ranch-To990T -38,132    
    KEMVRI-Ventanna 50,000 50,000  
    Other Income-Mandrian 790 790  
    Putnam-Other PortfolioInc -58,908 -58,908  
    Putnam-OtherTaxExmtK1Inc 127,196 127,196  


    TY 2013 OtherLiabilitiesSchedule
    Name:
    The Kemper & Ethel Marley Fdn
    EIN: 86-0653091
    Software ID:13000170
    Software Version:2013v3.1
    Description Beginning of Year - Book Value End of Year - Book Value
    Rounding   3


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    The Kemper & Ethel Marley Fdn
    EIN: 86-0653091
    Software ID:13000170
    Software Version:2013v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Callan-Consultant 42,167 42,167 42,167 0
    Everest Hldg-RE Consultant 14,509 14,509 14,509 0
    Everest Hldg-RE Consultant-SMLLCs 10,417 10,417 10,417 0
    JPM-Custodian Fees 165,538 165,538 165,538 0
    MicroEdge Gifts-Maint & Support 1,661 0 0 1,661
    MMC-RE Mgt;Acctg;Grant Mgt. 432,643 222,323 222,323 210,320
    MMC-RE Mgt;Acctg-990T 5,372 0 0 0
    Money Manager-Boston 211,096 211,096 211,096 0
    Money Manager-Goldman Sachs 177,700 177,700 177,700 0
    Money Manager-Mondrian 82,950 82,950 82,950 0
    Money Manager-Putnam 162,148 162,148 162,148 0
    Money Manager-Sterling 293,450 293,450 293,450 0
    Money Manager-Time Square 328,658 328,658 328,658 0


    TY 2013 TaxesSchedule
    Name:
    The Kemper & Ethel Marley Fdn
    EIN: 86-0653091
    Software ID:13000170
    Software Version:2013v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Excise Taxes 115,000      
    Foreign Taxes Withheld on Dividends 108,187 108,187 108,187  
    Property Taxes-Real Estate 386,960 386,960 386,960  
    Property Taxes-Real Estate-990T 8,439