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
EMMA S MORA TRUST A UW 430051011
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 477   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CONCORD, NH033020477
A Employer identification number

13-6054072
B Telephone number (see instructions)

(802) 860-5553
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,851,552J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 45,129 45,129  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 216,643
b Gross sales price for all assets on line 6a 1,002,820
7 Capital gain net income (from Part IV, line 2)... 216,643
8 Net short-term capital gain......... 0
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 906    
12 Total. Add lines 1 through 11........ 262,678 261,772  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 21,686 21,686    
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 575 575 0 0
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions) Click to see attachment 274 274   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 32 32    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 22,567 22,567 0 0
25 Contributions, gifts, grants paid........ 110,861 110,861
26 Total expenses and disbursements. Add lines 24 and 25 133,428 22,567 0 110,861
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 129,250
b Net investment income (if negative, enter -0-) 239,205
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.......... 20,443 22,579 22,579
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 405,344 Click to see attachment388,196 373,995
b Investments—corporate stock (attach schedule)........ 874,584 Click to see attachment973,627 1,106,977
c Investments—corporate bonds (attach schedule)........ 306,996 Click to see attachment352,213 348,001
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........     0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,607,367 1,736,615 1,851,552
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 1,607,367 1,736,615
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 1,607,367 1,736,615
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 1,607,367 1,736,615
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 1,607,367
2 Enter amount from Part I, line 27a..................... 2 129,250
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 1,736,617
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 2
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 1,736,615
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 160. ABBVIE INC   2011-07-26 2013-01-15
b 60. WALT DISNEY CO   2008-05-14 2013-02-04
c 40. HOME DEPOT INC   2008-05-14 2013-02-04
d 10000. FED HOME LN MTG 5.00% 01/30/2014 DTD 01/30/2004   2011-10-14 2013-02-22
e 10000. ONTARIO PROVINCE 2.950% 02/05/2015 DTD 02/05/10   2011-12-09 2013-02-22
20. CELGENE CORP   2011-11-03 2013-03-19
60. COLGATE PALMOLIVE   2009-01-30 2013-03-19
80. GILEAD SCIENCES INC   2011-06-02 2013-03-19
30. HOME DEPOT INC   2008-05-14 2013-03-19
15000. FED HOME LN MTG 5.00% 01/30/2014 DTD 01/30/2004   2011-10-14 2013-04-02
10. CAPITAL ONE FINANCIAL CORP   2011-03-25 2013-04-19
50. CHEVRONTEXACO CORP   2008-10-08 2013-04-19
30. COCA COLA CO   2012-05-02 2013-04-19
10. COGNIZANT TECHNLGY SLTNS COR   2012-12-03 2013-04-19
10. COLGATE PALMOLIVE   2010-11-22 2013-04-19
10. CONOCOPHILLIPS   2012-07-09 2013-04-19
10. DIAGEO PLC ADR   2008-03-12 2013-04-19
10. WALT DISNEY CO   2008-05-14 2013-04-19
10. EXXON MOBIL CORP   2006-01-26 2013-04-19
20. FREEPORT-MCMORAN COPPER & GOCL B   2012-01-24 2013-04-19
10. GILEAD SCIENCES INC   2011-06-02 2013-04-19
10. HOME DEPOT INC   2008-05-14 2013-04-19
20. JOHNSON & JOHNSON   2005-06-28 2013-04-19
20. MERCK & CO INC NEW COM   2011-12-01 2013-04-19
20. MICROSOFT CORP   2008-11-04 2013-04-19
10. NEXTERA ENERGY INC COM   2012-01-09 2013-04-19
10. PNC FINANCIAL CORP   2012-01-09 2013-04-19
10. QUALCOMM, INC.   2010-11-08 2013-04-19
10. 3M CO   2006-01-26 2013-04-19
10. VERIZON COMMUNICATIONS   2008-09-30 2013-04-19
10. WALGREEN CO   2012-10-15 2013-04-19
496.256 INVESCO INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS   2010-11-22 2013-04-22
198.597 BUFFALO SMALL CAP FD #1444   2010-11-22 2013-04-22
221.602 HARBOR INTERNATIONAL FUND   2010-11-22 2013-04-22
113.646 HARTFORD MUT FDS INC MIDCAP FD CL Y FD# 229   2010-11-22 2013-04-22
111.508 PERKINS MID CAP VALUE FUND INSTITUTIONAL CLASS   2010-11-22 2013-04-22
171.375 ROYCE SPECIAL EQUITY FD #327   2010-11-22 2013-04-22
370. MONDELEZ INTERNATIONAL INC   2012-08-22 2013-05-20
80. WELLPOINT INC COM   2012-06-15 2013-05-20
10. ABBOTT LABORATORIES   2010-08-24 2013-06-17
10. ARCHER DANIELS MID   2011-03-03 2013-06-17
10. BROADCOM CORP COM   2012-03-23 2013-06-17
10. COMCAST CORP NEW CL A   2012-07-13 2013-06-17
10. J P MORGAN CHASE & CO   2008-05-14 2013-06-17
10. ORACLE CORP   2011-01-24 2013-06-17
10. PFIZER INC   2012-12-03 2013-06-17
480. SPDR GOLD TRUST   2011-10-04 2013-06-17
10. TRANSOCEAN LTD ZUG NAMEN AKT   2012-07-13 2013-06-17
10. CHECK POINT SOFTWARE TECHNOLOGIES LTD   2011-07-14 2013-06-17
160.776 INVESCO INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS   2010-11-22 2013-06-18
4545.213 FIDELITY SPARTAN HIGH INCOME   2011-10-26 2013-06-18
90.973 HARBOR INTERNATIONAL FUND   2010-11-22 2013-06-18
10. BED BATH & BEYOND INC   2011-10-19 2013-06-25
10. BERKSHIRE HATHAWAY INC DEL CL B NEW   2011-12-01 2013-06-25
10. CELGENE CORP   2011-11-03 2013-06-25
10. ILLINOIS TOOL WKS INC   2005-06-28 2013-06-25
10. J P MORGAN CHASE & CO   2008-05-14 2013-06-25
5000. ONTARIO PROVINCE 2.950% 02/05/2015 DTD 02/05/10   2011-12-09 2013-06-25
5000. U S TREASURY NOTE 3.125% 05/15/2019 DTD 05/15/09   2011-09-01 2013-06-25
10. CHECK POINT SOFTWARE TECHNOLOGIES LTD   2011-07-14 2013-06-25
5000. F.H.L.M.C. NOTES 3.75% 03/27/2019 DTD 03/27/2009   2011-08-31 2013-06-26
5000. FHLMC 2.375% 1/13/2022 DTD 1/13/2012   2012-08-20 2013-06-26
40. BROADCOM CORP COM   2012-09-13 2013-06-27
210. BROADCOM CORP COM   2012-03-26 2013-06-27
80. DIAGEO PLC ADR   2011-06-02 2013-06-27
3298.06 VANGUARD SHORT-TERM FED-ADM #549   2013-06-18 2013-07-29
185.983 VANGUARD SHORT-TERM FED-ADM #549   2010-11-22 2013-07-29
10000. FED HOME LN MTG 5.00% 01/30/2014 DTD 01/30/2004   2012-02-16 2013-08-06
20000. FED HOME LN MTG 4.75% 11/17/2015 DTD 10/21/2005   2010-11-17 2013-08-06
30. CELGENE CORP   2011-11-03 2013-08-16
40. ECOLAB INC   2010-11-22 2013-08-16
90. GILEAD SCIENCES INC   2011-06-02 2013-08-16
40. HOME DEPOT INC   2008-05-14 2013-08-16
26.717 INVESCO INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS   2010-11-22 2013-11-06
59.385 BUFFALO SMALL CAP FD #1444   2010-11-22 2013-11-06
35.808 HARTFORD MUT FDS INC MIDCAP FD CL Y FD# 229   2010-11-22 2013-11-06
9.866 ROYCE SPECIAL EQUITY FD #327   2010-11-22 2013-11-06
10. TRANSOCEAN LTD ZUG NAMEN AKT   2012-07-13 2013-11-06
25000. U S TREAS. BONDS 4.25% 11/15/2014 DTD 11/15/2004   2011-09-01 2013-11-13
110. AMERICAN EXPRESS CO   2009-08-26 2013-11-20
230. ARCHER DANIELS MID   2012-02-16 2013-11-20
100. ARCHER DANIELS MID   2013-03-19 2013-11-20
160. BED BATH & BEYOND INC   2012-06-15 2013-11-20
40. BERKSHIRE HATHAWAY INC DEL CL B NEW   2013-03-19 2013-11-20
100. BERKSHIRE HATHAWAY INC DEL CL B NEW   2012-05-29 2013-11-20
10. CAPITAL ONE FINANCIAL CORP   2011-03-25 2013-11-20
80. CELGENE CORP   2012-04-12 2013-11-20
160. CHEVRONTEXACO CORP   2011-05-09 2013-11-20
20. CISCO SYSTEMS INC   2013-06-17 2013-11-20
640. CISCO SYSTEMS INC   2010-11-22 2013-11-20
390. COCA COLA CO   2012-05-29 2013-11-20
130. COGNIZANT TECHNLGY SLTNS COR   2012-12-03 2013-11-20
30. COLGATE PALMOLIVE   2011-04-21 2013-11-20
40. COMCAST CORP NEW CL A   2012-12-03 2013-11-20
280. COMCAST CORP NEW CL A   2012-08-22 2013-11-20
160. CONOCOPHILLIPS   2012-09-13 2013-11-20
30. DANAHER CORP   2011-04-21 2013-11-20
260. WALT DISNEY CO   2012-01-09 2013-11-20
10. E M C CORP MASS   2013-06-17 2013-11-20
520. E M C CORP MASS   2010-11-22 2013-11-20
70. ECOLAB INC   2012-05-10 2013-11-20
20. EXXON MOBIL CORP   2006-01-26 2013-11-20
320. FREEPORT-MCMORAN COPPER & GOCL B   2012-09-13 2013-11-20
260. GILEAD SCIENCES INC   2012-05-29 2013-11-20
185. HOME DEPOT INC   2011-04-25 2013-11-20
10. ILLINOIS TOOL WKS INC   2013-06-17 2013-11-20
230. ILLINOIS TOOL WKS INC   2012-01-24 2013-11-20
70. INTERNATIONAL BUSINESS MACHINES   2011-09-08 2013-11-20
270. J P MORGAN CHASE & CO   2010-11-22 2013-11-20
200. JOHNSON & JOHNSON   2010-11-22 2013-11-20
350. MERCK & CO INC NEW COM   2012-05-29 2013-11-20
190. NEXTERA ENERGY INC COM   2012-05-10 2013-11-20
90. PNC FINANCIAL CORP   2012-01-09 2013-11-20
350. PFIZER INC   2012-12-03 2013-11-20
40. PRECISION CASTPARTS CORP   2012-10-15 2013-11-20
240. QUALCOMM, INC.   2012-09-13 2013-11-20
350. SPECTRA ENERGY CORP   2012-01-09 2013-11-20
140. STARBUCKS CORP   2012-01-09 2013-11-20
160. 3M CO   2012-08-22 2013-11-20
10. US BANCORP DEL NEW   2013-06-17 2013-11-20
450. US BANCORP DEL NEW   2010-11-22 2013-11-20
70. UNION PACIFIC CORP   2012-02-06 2013-11-20
300. VERIZON COMMUNICATIONS   2012-06-15 2013-11-20
120. WALGREEN CO   2013-03-19 2013-11-20
240. WALGREEN CO   2012-10-15 2013-11-20
370. WELLS FARGO & COMPANY COM NEW   2010-11-22 2013-11-20
10. WELLS FARGO & COMPANY COM NEW   2013-06-17 2013-11-20
20. YUM BRANDS INC   2013-03-19 2013-11-20
100. YUM BRANDS INC   2012-01-09 2013-11-20
150. ACE LTD   2011-07-14 2013-11-20
300. TRANSOCEAN LTD ZUG NAMEN AKT   2012-08-22 2013-11-20
140. CHECK POINT SOFTWARE TECHNOLOGIES LTD   2011-07-26 2013-11-20
50. COMCAST CORP SPECIAL CL A   2013-11-20 2013-11-25
40. VENTAS INC COM REIT   2013-11-20 2013-11-29
40. VENTAS INC COM REIT   2013-11-20 2013-12-03
60. VENTAS INC COM REIT   2013-11-20 2013-12-05
.667 ALLEGION PLC   2013-11-20 2013-12-13
15000. BNK OF NOVA SCOTIA 2.375% 12/17/2013 DTD 06/17/10   2012-02-17 2013-12-17
CAPITAL GAIN DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 5,458   4,223 1,235
b 3,261   2,098 1,163
c 2,679   1,175 1,504
d 10,447   11,003 -556
e 10,479   10,558 -79
2,234   1,288 946
6,740   3,925 2,815
3,579   1,652 1,927
2,086   881 1,205
15,597   16,505 -908
563   523 40
5,800   3,835 1,965
1,275   1,157 118
679   679  
1,196   780 416
571   543 28
1,207   823 384
613   350 263
871   597 274
562   875 -313
532   207 325
741   294 447
1,683   1,322 361
945   719 226
594   470 124
797   588 209
652   598 54
638   477 161
1,056   729 327
521   301 220
494   361 133
14,744   13,657 1,087
5,958   4,844 1,114
13,921   13,172 749
2,792   2,571 221
2,586   2,417 169
3,813   3,385 428
11,406   9,478 1,928
6,218   5,653 565
367   238 129
331   371 -40
342   384 -42
398   318 80
537   461 76
342   324 18
289   252 37
64,212   64,205 7
494   461 33
494   566 -72
4,947   4,425 522
42,452   39,868 2,584
5,977   5,407 570
689   609 80
1,118   780 338
1,142   644 498
678   406 272
520   461 59
5,185   5,279 -94
5,397   5,548 -151
494   566 -72
5,474   5,616 -142
4,834   5,165 -331
1,346   1,434 -88
7,069   8,033 -964
9,208   6,510 2,698
35,289   35,421 -132
1,990   2,038 -48
10,235   10,897 -662
21,957   22,965 -1,008
3,986   1,932 2,054
3,659   1,946 1,713
5,140   1,861 3,279
3,025   1,175 1,850
900   735 165
2,340   1,448 892
1,033   810 223
258   195 63
488   461 27
26,024   27,355 -1,331
9,130   2,979 6,151
9,327   7,750 1,577
4,055   3,286 769
12,312   10,420 1,892
4,622   4,094 528
11,556   7,854 3,702
691   523 168
12,432   5,444 6,988
19,597   13,244 6,353
427   493 -66
13,670   11,454 2,216
15,670   14,993 677
12,173   8,829 3,344
1,969   1,184 785
1,891   1,494 397
13,235   9,122 4,113
11,645   8,800 2,845
2,229   1,598 631
18,116   9,696 8,420
239   248 -9
12,407   7,175 5,232
7,469   3,945 3,524
1,909   1,202 707
11,717   14,161 -2,444
18,278   5,949 12,329
14,833   5,976 8,857
791   705 86
18,186   10,167 8,019
13,004   11,633 1,371
15,114   11,852 3,262
19,038   12,626 6,412
16,846   12,801 4,045
16,619   11,777 4,842
6,784   5,385 1,399
11,188   8,820 2,368
10,087   6,617 3,470
17,247   12,615 4,632
11,848   10,548 1,300
11,183   6,066 5,117
20,819   12,962 7,857
387   351 36
17,393   13,565 3,828
11,096   7,375 3,721
15,343   10,053 5,290
7,103   5,412 1,691
14,206   8,672 5,534
16,208   8,627 7,581
438   404 34
1,456   1,390 66
7,281   5,588 1,693
14,742   9,366 5,376
16,266   14,010 2,256
8,653   7,947 706
2,409   2,309 100
2,280   2,439 -159
2,241   2,439 -198
3,404   3,659 -255
27   27  
15,000   15,382 -382
      10,776
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       1,235
b       1,163
c       1,504
d       -556
e       -79
      946
      2,815
      1,927
      1,205
      -908
      40
      1,965
      118
       
      416
      28
      384
      263
      274
      -313
      325
      447
      361
      226
      124
      209
      54
      161
      327
      220
      133
      1,087
      1,114
      749
      221
      169
      428
      1,928
      565
      129
      -40
      -42
      80
      76
      18
      37
      7
      33
      -72
      522
      2,584
      570
      80
      338
      498
      272
      59
      -94
      -151
      -72
      -142
      -331
      -88
      -964
      2,698
      -132
      -48
      -662
      -1,008
      2,054
      1,713
      3,279
      1,850
      165
      892
      223
      63
      27
      -1,331
      6,151
      1,577
      769
      1,892
      528
      3,702
      168
      6,988
      6,353
      -66
      2,216
      677
      3,344
      785
      397
      4,113
      2,845
      631
      8,420
      -9
      5,232
      3,524
      707
      -2,444
      12,329
      8,857
      86
      8,019
      1,371
      3,262
      6,412
      4,045
      4,842
      1,399
      2,368
      3,470
      4,632
      1,300
      5,117
      7,857
      36
      3,828
      3,721
      5,290
      1,691
      5,534
      7,581
      34
      66
      1,693
      5,376
      2,256
      706
      100
      -159
      -198
      -255
       
      -382
       
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 2 216,643
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 59,855 1,712,441 0.034953
2011 58,301 1,701,402 0.034266
2010 61,008 1,630,161 0.037425
2009 67,254 1,490,307 0.045128
2008 91,435 1,711,235 0.053432
2 Total of line 1, column (d) ...................... 2 0.205204
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 0.041041
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 1,777,261
5 Multiply line 4 by line 3....................... 5 72,941
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,392
7 Add lines 5 and 6......................... 7 75,333
8 Enter qualifying distributions from Part XII, line 4.............. 8 110,861
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 2,392
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 2,392
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 2,392
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 512
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 512
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,880
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet0 RefundedBullet 11 0
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)
    bulletVT
    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 ofbulletTD Bank NA Telephone no.bullet (802) 860-5553
    Located atbullet111 MAIN STREETBURLINGTONVT ZIP+4bullet05401
    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
     
    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
     
     
    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
    TD Bank NA Trustee
    1     		21,686    
    111 Main Street
    Burlington,VT05401
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................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
    88,863
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    2,392
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,392
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    86,471
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    86,471
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    86,471
    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 86,471
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 66,624
    b Total for prior years:2011, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 0
    b From 2009....... 0
    c From 2010....... 0
    d From 2011....... 0
    e From 2012....... 0
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 110,861
    a Applied to 2012, but not more than line 2a 66,624
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2013 distributable amount..... 44,237
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2013. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		42,234
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2009.... 0
    b Excess from 2010.... 0
    c Excess from 2011.... 0
    d Excess from 2012.... 0
    e Excess from 2013.... 0
    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 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
    ST THOMAS EPISCOPAL CHURCH
    CONANT SQUARE
    BRANDON,VT05733     		NONE CHURCH OPERATIONAL 1,500
    FLETCHER ALLEN HEALTH CARE INC
    ATTN TREASURY
    BURLINGTON,VT05402     		NONE HOSPITAL OPERATIONAL 109,361
    Total .................................bullet 3a 110,861
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....     14 45,129  
    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 .............     		    18 216,643  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a990PF TAX REFUND     1 906  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   262,678  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13262,678
    (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:
    EMMA S MORA TRUST A UW 430051011
    EIN: 13-6054072
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 575 575    

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    EMMA S MORA TRUST A UW 430051011
    EIN: 13-6054072
    Name of Bond End of Year Book Value End of Year Fair Market Value
    10000 AT&T INC 4.45% 10,731 10,528
    15000 ANHEUSER-BUSCH 1.375% 15,164 14,969
    10000 BK OF NOVA SCOTIA 1.1% 10,011 10,048
    15000 BERKSHIRE HATHAWAY 5.40% 17,891 17,253
    10000 CATERPILLAR FINL SE 2.05 10,307 10,265
    10000 CISCO SYSTEMS INC 4.95% 11,376 11,248
    15000 COCA COLA CO 1.50% 14,335 15,283
    10000 COMCAST CORP 2.85% 9,977 9,246
    20000 GEN ELEC CAP CORP 5.625% 22,107 22,752
    5000 GEN ELEC CAP CORP 1.625% 5,082 5,081
    20000 JPMORGAN CHASE & 6.00% 22,132 23,030
    20000 ONTARIO PROVINCE OF 1.65 19,925 19,196
    15000 ONTARIO PROVINCE 2.95% 15,891 15,418
    10000 PFIZER INC NOTES 5.35% 11,201 10,567
    5000 PROVINCE OF QUEBEC 2.75% 5,082 4,824
    10000 SBC COMMUNICATIONS 5.10% 10,978 10,319
    10000 TOYOTA MOTOR CREDIT 2.00 10,338 10,286
    5000 US BANCORP 1.95% 5,007 4,973
    20000 WACHOVIA CORP 5.75% 22,897 23,062
    15000 WAL-MART STORES INC 1.50 15,437 15,285
    3881.411 FIDELITY HIGH INCOME 36,136 36,369
    1884.511 VANGUARD INFLTN PRTCT 50,208 47,999

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    EMMA S MORA TRUST A UW 430051011
    EIN: 13-6054072
    Name of Stock End of Year Book Value End of Year Fair Market Value
    130 DELPHI AUTOMOTIVE PLC 7,336 7,817
    240 COMCAST CORP SPECIAL CL A 11,085 11,971
    200 GENERAL MTRS CO 7,723 8,174
    100 GENUINE PARTS CO 8,183 8,319
    810 INTERNATIONAL GAME TECH 13,539 14,710
    230 KOHLS CORP 12,537 13,053
    100 MCDONALDS CORP 9,794 9,703
    540 STAPLES INC 8,146 8,581
    270 TJX COMPANIES INC 14,613 17,207
    260 TIME WARNER INC 17,182 18,127
    240 CVS CORP 15,703 17,177
    140 COLGATE PALMOLIVE CO 6,215 9,129
    160 PEPSICO INCORPORATED 13,748 13,270
    70 SMUCKER J M CO NEW 7,197 7,253
    160 CAMERON INTERNATIONAL CORP 8,785 9,525
    160 DEVON ENERGY CORPORATION 10,339 9,899
    185 EXXON MOBIL CORP 12,182 18,722
    210 NATIONAL-OILWELL INC 17,630 16,701
    140 OCCIDENTAL PETROLEUM CO 13,638 13,314
    90 AMERICAN EXPRESS CO 3,931 8,166
    250 AMERICAN INTL GROUP 12,088 12,763
    110 AMERIPRISE FINANCIAL INC 11,614 12,656
    70 BLACKROCK INC CL A 21,354 22,153
    260 CIT GROUP INC COM NEW 12,826 13,554
    170 CME GROUP INC 13,879 13,338
    160 CAPITAL ONE FINANCIAL CORP 8,156 12,258
    260 CITIGROUP INC 13,302 13,549
    310 MARSH & MCLENNAN 14,656 14,992
    60 NORTHERN TRUST CORP 3,670 3,713
    80 VISA INC - CL A 15,974 17,814
    340 ABBOTT LABS CO 10,081 13,032
    250 ABBVIE INC 12,118 13,203
    230 AETNA U S HEALTHCARE INC 15,119 15,776
    200 DAVITA HEALTH CARE PARTNER 11,734 12,674
    270 FIDELITY NATL INFORMATION 13,759 14,494
    130 THERMO FISHER SCIENTIFIC I 13,158 14,476
    210 UNITEDHEALTH GROUP INC 15,165 15,813
    66 ALLEGION PLC 2,713 2,917
    200 INGERSOLL-RAND PLC 10,750 12,320
    190 BOEING CO 20,565 25,933
    240 DANAHER CORP SHS BEN 12,693 18,528
    120 ROCKWELL COLLINS INC 8,694 8,870
    70 UNITED TECHNOLOGIES 7,663 7,966
    180 SEAGATE TECHNOLOGY PLC 8,681 10,109
    120 CHECK POINT SOFTWARE TECH 6,531 7,740
    320 AGILENT TECHNOLOGIES INC 15,744 18,301
    50 APPLE COMPUTER INC 19,745 28,051
    660 APPLIED MATERIALS 11,185 11,669
    250 ELECTRONIC ARTS COM 5,790 5,735
    680 MICROSOFT CORPORATION 20,573 25,439
    510 ORACLE CORPORATION 16,055 19,513
    370 TEXAS INSTRUMENTS 15,669 16,247
    200 E I DUPONT DE NEMOURS INC 12,281 12,994
    30 ECOLAB INC 1,947 3,128
    270 INTERNATIONAL PAPER CO 12,648 13,238
    130 PRAXAIR INCORPORATED COMMO 16,312 16,904
    390 CENTURYLINK INC COM 12,599 12,422
    250 NORTHEAST UTILITIES CORP 10,602 10,598
    290 WISCONSIN ENERGY CORP 12,351 11,989
    2931.146 INVESCO INTERNATIONAL 80,665 100,538
    887.443 BUFFALO SMALL CAP FD 24,578 33,119
    1388.310 HARBOR INTERNATIONAL 82,521 98,584
    1186.320 HARTFORD MUT FDS INC 28,385 33,727
    1306.308 PERKINS MID CAP VALUE 29,628 30,515
    1311.243 ROYCE SPECIAL EQUITY 27,900 32,807

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    EMMA S MORA TRUST A UW 430051011
    EIN: 13-6054072
    US Government Securities - End of Year Book Value:

    388,196
    US Government Securities - End of Year Fair Market Value:

    373,995
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2013 OtherDecreasesSchedule
    Name:
    EMMA S MORA TRUST A UW 430051011
    EIN: 13-6054072
    Description Amount
    ROUNDING ADJUSTMENT 2


    TY 2013 OtherExpensesSchedule
    Name:
    EMMA S MORA TRUST A UW 430051011
    EIN: 13-6054072
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE/PROBATE FEES 32 32   0


    TY 2013 OtherIncomeSchedule2
    Name:
    EMMA S MORA TRUST A UW 430051011
    EIN: 13-6054072
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    990PF TAX REFUND 906 0  


    TY 2013 TaxesSchedule
    Name:
    EMMA S MORA TRUST A UW 430051011
    EIN: 13-6054072
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES ON QUALIFIED FOR 161 161   0
    FOREIGN TAXES ON NONQUALIFIED 113 113   0