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
GERTRUDE REGENSPURGER MEMORIAL CHARITABLE
 

Number and street (or P.O. box number if mail is not delivered to street address)1340 BROADCASTING ROAD SUITE 100   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WYOMISSING, PA19610
A Employer identification number

23-2686386
B Telephone number (see instructions)

C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,650,390J 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 73 73 73
4 Dividends and interest from securities...... 32,135 32,486 28,936
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 96,952
b Gross sales price for all assets on line 6a 422,686
7 Capital gain net income (from Part IV, line 2)... 96,952
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).......      
12 Total. Add lines 1 through 11........ 129,160 129,511 29,009
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 16,604 16,604 16,604  
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... 9,970     0
b Accounting fees (attach schedule)....... 65      
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions) 904 210   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 27,543 16,814 16,604 0
25 Contributions, gifts, grants paid........ 75,978 75,978
26 Total expenses and disbursements. Add lines 24 and 25 103,521 16,814 16,604 75,978
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 25,639
b Net investment income (if negative, enter -0-) 112,697
c Adjusted net income (if negative, enter -0-)... 12,405
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............... 3,185 50 50
2 Savings and temporary cash investments.......... 23,188 18,279 18,279
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........... 304 499 499
10a Investments—U.S. and state government obligations (attach schedule) 247,145 Click to see attachment265,669 268,992
b Investments—corporate stock (attach schedule)........ 524,261 Click to see attachment512,833 802,515
c Investments—corporate bonds (attach schedule)........ 159,534 Click to see attachment197,628 203,571
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 286,679 Click to see attachment274,973 356,484
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) 1,244,296 1,269,931 1,650,390
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......... 1,244,296 1,269,931
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).................... 1,244,296 1,269,931
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 1,244,296 1,269,931
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 1,244,296
2 Enter amount from Part I, line 27a..................... 2 25,639
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 1,269,935
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 4
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 1,269,931
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 110. AT&T INC COM   2007-12-06 2013-05-08
b 30. AT&T INC COM   2007-12-06 2013-05-23
c 45. AT&T INC COM   2007-12-06 2013-09-23
d 50. AT&T INC COM   2007-12-06 2013-12-10
e 15. AT&T INC COM   2007-12-06 2013-12-13
5. ADVANCE AUTO PARTS INC   2011-09-20 2013-12-13
20. AMERICAN FINCL GROUP INC COM   2010-02-22 2013-12-13
35. AMETEK INC COM   2008-03-03 2013-12-13
20. AMGEN INC COM   2008-02-28 2013-12-13
5. APPLE INC COM   2013-04-18 2013-12-13
15. APTARGROUP INC COM   2011-12-05 2013-12-13
245.522 ARTISAN INTERNATIONAL FD-INV   2008-02-28 2013-12-13
50. BMC SOFTWARE INC COM   2008-03-03 2013-05-13
35. BALL CORP   2011-03-07 2013-12-13
15. BAXTER INTL INC COM   2011-07-05 2013-12-13
10000. JP MORGAN CHASE & CO (FORMERLY BEAR STEARNS CO INC) DTD 01/29/2   2008-08-19 2013-01-24
5. BIG LOTS INC   2013-12-02 2013-12-13
25. BOB EVANS FARMS COM   2010-04-27 2013-04-01
70. BOB EVANS FARMS COM   2010-04-27 2013-06-25
15. BROADRIDGE FINL SOL LLC COM   2008-11-05 2013-12-13
15. C. H. ROBINSON WORLDWIDE INC COM   2012-02-14 2013-12-13
35. CADENCE DESIGN SYSTEMS, INC COM   2012-11-28 2013-12-13
10. CARTER'S INC COM   2012-09-05 2013-12-13
15. CHARLES RIVER LABS INTL INC COM   2012-04-10 2013-12-13
70. CHEVRONTEXACO CORP COM   2008-02-28 2013-05-23
10. CHEVRONTEXACO CORP COM   2010-10-18 2013-12-13
15. CHURCH AND DWIGHT CO INC COM   2011-09-20 2013-12-13
60. CISCO SYSTEMS INC COM   2013-03-13 2013-12-13
25. COLGATE PALMOLIVE CO COM   2013-05-23 2013-12-13
10. COMMERCE BANCSHARES INC COM   2013-09-25 2013-12-13
.95 COMMERCE BANCSHARES INC COM   2013-09-25 2013-12-16
533.877 CONESTOGA SMALL CAP FUND   2008-02-28 2013-12-13
35. COOPER COS INC/THE COM   2011-12-21 2013-05-22
25. COPART INC COM   2009-03-19 2013-02-25
60. COPART INC COM   2009-03-19 2013-04-01
20. CORELOGIC INC COM   2012-11-28 2013-12-13
40. CUBIC CORP COM   2009-09-14 2013-04-01
60. CUBIST PHARMACEUTICALS INC COM   2012-09-05 2013-09-25
220. DARDEN RESTAURANTS INC COM   2008-02-28 2013-03-13
15. DELUXE CORPORATION COM   2013-04-01 2013-12-13
110. DIAMOND OFFSHORE DRILLING COM   2011-07-05 2013-02-25
45. DISCOVER FINANCIAL SERVICES COM   2011-07-05 2013-12-13
15. DOVER CORP COM   2013-12-10 2013-12-13
35. EXXON MOBIL CORPORATION COM   2008-02-28 2013-05-23
10. EXXON MOBIL CORPORATION COM   2008-02-28 2013-12-13
5. FACTSET RESEARCH SYSTEMS INC COM   2008-04-03 2013-12-13
20000. FHLMC NOTE DTD 10/21/2005 4.75% 11/17/20   2008-03-03 2013-12-23
15000. FHLMC NOTE DTD 12/16/2011 .625% 12/29/20   2012-02-27 2013-04-30
10000. FHLMC NOTE DTD 01/13/2012 2.375% 01/13/2   2012-02-14 2013-01-29
5000. FNMA FANNIE MAE 2.625% 11/20/2014   2009-12-11 2013-01-29
15. FLOWSERVE CORPORATION COM   2012-08-27 2013-05-08
30. FLOWSERVE CORPORATION COM   2012-08-27 2013-09-23
195. FLOWSERVE CORPORATION COM   2012-08-27 2013-12-02
90. FULTON FINANCIAL CORP COM   2011-12-21 2013-02-25
185. FULTON FINANCIAL CORP COM   2011-12-21 2013-09-25
15. ARTHUR J GALLAGHER & CO COM   2013-05-13 2013-12-13
55. GENERAL MILLS INC COM   2012-11-26 2013-02-25
50. GENERAL MILLS INC COM   2009-10-12 2013-02-25
255. GENERAL MILLS INC COM   2009-10-12 2013-03-13
5000. GOLDMAN SACHS GROUP INC DTD 11/15/2002 5   2009-12-29 2013-05-09
10. HANESBRANDS INC COM   2013-06-25 2013-12-13
10. HARRIS CORPORATION COM   2013-09-25 2013-12-13
337.117 HENDERSON INTERNATIONAL OPPORTUNITIES FU   2012-12-21 2013-12-13
20. HORMEL FOODS CORP COM   2008-03-03 2013-02-25
15. HORMEL FOODS CORP COM   2008-03-03 2013-12-13
5. HUBBELL INC CL B COM   2009-02-06 2013-12-13
60. INTEL CORP COM   2012-02-08 2013-12-13
10. INTERNATIONAL BUS MACHS CORP COM   2009-05-07 2013-12-13
95. JOHNSON & JOHNSON COM   2008-02-28 2013-03-13
5. JOHNSON & JOHNSON COM   2008-02-28 2013-12-13
15. J2 GLOBAL INC   2010-07-26 2013-12-13
10. L-3 COMMUNICATIONS HOLDINGS COM   2008-03-03 2013-12-13
10. LABORATORY CRP OF AMER HLDGS COM   2013-05-23 2013-12-13
30. MACYS INC   2013-05-08 2013-12-13
30. MARSH & MCLENNAN CO COM   2012-08-27 2013-12-13
20. MARSH & MCLENNAN CO COM   2012-12-19 2013-12-13
25. MATTEL INC COM   2013-04-18 2013-12-13
90. MCCORMICK & COMPANY INC NON VTG SHS COM   2008-04-28 2013-02-25
65. MCCORMICK & COMPANY INC NON VTG SHS COM   2008-04-28 2013-03-13
10. MCCORMICK & COMPANY INC NON VTG SHS COM   2008-04-28 2013-12-13
400. MCGRAW HILL COS INC COM   2008-02-28 2013-04-18
15. MCKESSON HBOC INC COM   2009-09-14 2013-12-13
65. MICROSOFT CORP COM   2008-02-28 2013-12-13
30. MINERALS TECHNOLOGIES INC COM   2012-09-05 2013-04-01
20. MINERALS TECHNOLOGIES INC COM   2013-09-25 2013-12-02
10. MINERALS TECHNOLOGIES INC COM   2012-09-05 2013-12-02
5. MINERALS TECHNOLOGIES INC COM   2012-09-05 2013-12-13
5. OCEANEERING INTL INC COM   2012-11-28 2013-12-13
15. OMNICARE INC COM   2012-04-10 2013-12-13
55. ORACLE CORP COM   2008-02-28 2013-12-13
95. PARKER-HANNIFIN CORP. COM   2012-05-29 2013-02-25
25. PEPSICO INC COM   2012-05-29 2013-12-13
5. PERRIGO CO COM   2009-03-20 2013-12-13
40. PERRIGO CO COM   2009-03-20 2013-12-19
640. PFIZER INC COM   2008-02-28 2013-05-08
60. QUALCOMM INC COM   2008-02-28 2013-05-23
10. QUALCOMM INC COM   2008-02-28 2013-12-13
10. RAYONIER INC COM   2013-05-13 2013-09-25
75. RAYONIER INC COM   2012-04-10 2013-09-25
20. RAYTHEON CO COM NEW   2012-08-27 2013-12-13
10. REINSURANCE GROUP OF AMER, INC. COM   2013-09-25 2013-12-13
75. ROLLINS INC COM   2009-07-14 2013-09-25
15. ROSS STORES COM   2008-03-03 2013-12-13
45. TJX COMPANIES INC COM   2011-04-08 2013-12-13
15. TORCHMARK CORP. COM   2013-05-23 2013-12-13
20. TORO CO COM   2008-03-03 2013-12-13
10. TUPPERWARE BRANDS CORP COM   2008-03-03 2013-12-13
5. UGI CORP COM   2013-04-01 2013-12-13
5. U.S. BANCORP COM   2012-08-27 2013-12-13
30. U.S. BANCORP COM   2013-05-23 2013-12-13
5. UNION PACIFIC CORP COM   2013-02-25 2013-12-13
10000. US TREASURY NOTE DTD 03/31/2010 2.5% 03/   2010-04-06 2013-09-25
10000. US TREASURY NOTE DTD 04/30/2010 2.5% 04/   2010-05-06 2013-09-25
5000. US TREASURY NOTE DTD 06/30/2011 2.375% 0   2011-07-01 2013-06-25
10000. US TREASURY NOTE DTD 09/30/2011 1% 09/30   2013-01-29 2013-12-23
15. UNITED TECHNOLOGIES CORP COM   2008-02-28 2013-12-13
10. UNITED THERAPEUTICS CORP COM   2013-09-25 2013-12-13
5. V F CORPORATION COM   2013-05-23 2013-12-13
15. VALSPAR CORPORATION COM   2011-03-24 2013-12-13
30. VECTREN CORPORATION COM   2011-05-05 2013-02-25
25. VECTREN CORPORATION COM   2011-05-05 2013-04-01
10. VECTREN CORPORATION COM   2011-05-05 2013-12-13
15. WADDELL & REED FINANCIAL INC CL A COM   2011-03-24 2013-02-25
5. WADDELL & REED FINANCIAL INC CL A COM   2013-09-25 2013-12-13
5000. WAL-MART STORES DTD 04/05/2007 5.375% 04   2011-02-10 2013-04-23
5000. WAL-MART STORES DTD 04/05/2007 5.375% 04   2012-12-21 2013-04-23
20. WALGREEN CO COM   2013-05-08 2013-12-13
5. WALGREEN CO COM   2008-10-17 2013-12-13
5. WATSCO INC COM   2013-04-01 2013-12-13
35. WESTERN DIGITAL CORP COM   2009-06-02 2013-02-25
5. JOHN WILEY & SONS, INC COM   2013-09-25 2013-12-13
30. WISCONSIN ENERGY CORP COM   2010-12-03 2013-02-25
15. WISCONSIN ENERGY CORP COM   2012-12-19 2013-02-25
75. WISCONSIN ENERGY CORP COM   2010-12-03 2013-03-13
40. WISCONSIN ENERGY CORP COM   2010-12-03 2013-05-23
10. WISCONSIN ENERGY CORP COM   2010-12-03 2013-12-13
15. WORLD FUEL SERVICES CORP COM   2010-03-17 2013-12-13
5. ZEBRA TECHNOLOGIES CORP CL A COM   2013-02-25 2013-12-13
10. TE CONNECTIVITY LTD COM   2013-05-08 2013-12-13
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 4,126   2,880 1,246
b 1,095   783 312
c 1,527   1,174 353
d 1,725   1,305 420
e 507   391 116
548   315 233
1,113   558 555
1,730   658 1,072
2,250   909 1,341
2,773   1,977 796
956   777 179
7,159   6,728 431
2,265   1,567 698
1,742   1,518 224
994   902 92
12,492   10,279 2,213
154   193 -39
1,048   831 217
3,183   2,316 867
578   184 394
846   976 -130
471   452 19
696   567 129
789   539 250
8,785   6,234 2,551
1,200   841 359
985   676 309
1,214   1,301 -87
1,601   1,531 70
441   437 4
42   39 3
18,990   9,596 9,394
3,841   2,454 1,387
854   374 480
2,026   897 1,129
683   512 171
1,697   1,580 117
3,908   2,828 1,080
10,731   5,845 4,886
730   620 110
7,822   7,897 -75
2,389   1,208 1,181
1,345   1,371 -26
3,221   3,136 85
954   896 58
582   368 214
21,646   20,618 1,028
15,098   15,029 69
10,279   10,141 138
5,208   5,015 193
2,430   1,931 499
1,869   1,287 582
13,839   8,367 5,472
1,002   866 136
2,162   1,780 382
687   672 15
2,512   2,236 276
2,284   1,626 658
11,803   8,293 3,510
5,330   5,148 182
671   506 165
656   596 60
8,698   7,174 1,524
741   396 345
663   297 366
531   161 370
1,456   1,624 -168
1,733   1,025 708
7,457   6,010 1,447
458   315 143
682   366 316
1,023   982 41
895   1,002 -107
1,546   1,407 139
1,420   1,030 390
946   700 246
1,134   1,122 12
5,942   3,430 2,512
4,573   2,477 2,096
678   381 297
20,570   14,175 6,395
2,367   873 1,494
2,389   1,830 559
1,220   1,034 186
1,178   980 198
589   345 244
293   172 121
385   260 125
888   513 375
1,831   1,086 745
8,914   8,255 659
2,025   1,726 299
761   113 648
6,089   903 5,186
18,394   13,043 5,351
3,833   3,395 438
727   441 286
556   594 -38
4,167   3,217 950
1,732   1,131 601
747   676 71
1,944   851 1,093
1,077   219 858
2,759   1,143 1,616
1,140   967 173
1,187   486 701
932   530 402
199   191 8
195   166 29
1,171   1,061 110
806   686 120
10,341   9,908 433
10,356   10,039 317
5,214   4,966 248
10,091   10,118 -27
1,614   1,085 529
883   769 114
1,171   927 244
1,042   575 467
983   843 140
872   702 170
342   281 61
635   586 49
310   260 50
5,875   5,381 494
5,875   5,866 9
1,142   986 156
286   120 166
469   416 53
1,577   849 728
260   238 22
1,215   901 314
608   566 42
3,108   2,254 854
1,674   1,202 472
405   300 105
623   430 193
251   224 27
519   450 69
      1,020
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       1,246
b       312
c       353
d       420
e       116
      233
      555
      1,072
      1,341
      796
      179
      431
      698
      224
      92
      2,213
      -39
      217
      867
      394
      -130
      19
      129
      250
      2,551
      359
      309
      -87
      70
      4
      3
      9,394
      1,387
      480
      1,129
      171
      117
      1,080
      4,886
      110
      -75
      1,181
      -26
      85
      58
      214
      1,028
      69
      138
      193
      499
      582
      5,472
      136
      382
      15
      276
      658
      3,510
      182
      165
      60
      1,524
      345
      366
      370
      -168
      708
      1,447
      143
      316
      41
      -107
      139
      390
      246
      12
      2,512
      2,096
      297
      6,395
      1,494
      559
      186
      198
      244
      121
      125
      375
      745
      659
      299
      648
      5,186
      5,351
      438
      286
      -38
      950
      601
      71
      1,093
      858
      1,616
      173
      701
      402
      8
      29
      110
      120
      433
      317
      248
      -27
      529
      114
      244
      467
      140
      170
      61
      49
      50
      494
      9
      156
      166
      53
      728
      22
      314
      42
      854
      472
      105
      193
      27
      69
       
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 96,952
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 77,726 1,483,060 0.052409
2011 61,000 1,442,792 0.042279
2010 61,059 1,341,330 0.045521
2009 161,847 1,227,999 0.131797
2008 0 1,478,193 0.0
2 Total of line 1, column (d) ...................... 2 0.272006
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 0.054401
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 1,572,471
5 Multiply line 4 by line 3....................... 5 85,544
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,127
7 Add lines 5 and 6......................... 7 86,671
8 Enter qualifying distributions from Part XII, line 4.............. 8 75,978
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 2,254
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 2,254
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 2,254
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 776
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.............. 7 776
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 1,478
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)
    bulletPA
    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 ofbulletNATIONAL PENN INVESTORS TRUST CO Telephone no.bullet (610) 372-6414
    Located atbullet1340 BROADCASTING ROAD SUITE 100WYOMISSINGPA ZIP+4bullet19610
    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
    NATIONAL PENN INVESTORS TRUST CO TRUSTEE
    5     		16,604    
    1340 Broadcasting Road Suite 100
    WYOMISSING,PA19610
    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 FRIENDS OF SOS CHILDREN'S VILLAGES, INC 1001 CONNECTICUT AVE NW SUITE 1250 WASHINGTON DC 20036-5520 75,978
    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
    78,624
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    2,254
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,254
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    76,370
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    76,370
    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
    76,370
    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 76,370
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 71,694
    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$ 75,978
    a Applied to 2012, but not more than line 2a 71,694
    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..... 4,284
    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 ..........     		72,086
    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).)
    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
    SOS CHILDREN'S VILLAGES - USA
    1001 CONNECTICUT AVE NW
    WASHINGTON,DC200365520     		NONE 501(C)(3) FOR HEALTH AND WELFARE OF 75,978
    Total .................................bullet 3a 75,978
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 73  
    4 Dividends and interest from securities....     14 32,135  
    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 96,952  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   129,160  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13129,160
    (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 InvestmentsCorpBondsSchedule
    Name:
    GERTRUDE REGENSPURGER MEMORIAL CHARITABLE
    EIN: 23-2686386
    Name of Bond End of Year Book Value End of Year Fair Market Value
    DEERE & CO INC 6/8/2012 9,744 9,351
    GOLDMAN SACHS GROUP INC    
    COSTCO WHSL CORP DTD 2/20/2007 10,235 11,233
    GEN ELEC CAP 1/7/11 4.625% 15,865 16,357
    GLAXOSMITHKLINE CAP INC 10,078 11,511
    INTERNATIONAL BUS MACHS CORP 10,495 11,483
    SBC COMMUNICATIONS INC DTD 8/1 15,172 16,554
    ALLSTATE LIFE GL DTD 4/24/08    
    CONSOLIDATED EDISON CO OF NY 10,045 11,565
    ORACLE CORP DTD 7/8/09 3.75%    
    JPMORGAN CHASE & CO DTD 1/29    
    BANK OF NY MELLON 9/23/11 15,555 15,347
    WELLS FARGO COMPANY 2.625% 20,389 20,946
    GENERAL ELECTRIC CO DTD 1/28    
    US BANCORP DTD 7/27/10 2.45% 10,172 10,281
    PEPSICO INC DTD 10/26/10 3.125 9,990 10,012
    WELLS FARG COMPANY DTD 10/1/09    
    WAL-MART STORES 4/5/07 5.375%    
    MERCK & CO 12/10/10 3.875% 10,211 10,547
    OCCIDENTAL PETE CORP 12/16/10 10,028 10,497
    JPMORGAN CHASE 1/25/13 3.2% 15,005 14,220
    CHEVRON CORP 6/24/13 1.718% 9,938 9,962
    WAL-MART STORES 4/11/13 2.55% 14,706 13,705

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    GERTRUDE REGENSPURGER MEMORIAL CHARITABLE
    EIN: 23-2686386
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AT&T INC 4,647 6,294
    AMETEK INC 2,914 8,164
    AMGEN INC 7,954 19,964
    AVISTA CORP    
    APPLE INC 4,527 22,441
    BMC SOFTWARE INC    
    BROADRIDGE FINL SOL LLC 1,103 3,557
    CHEVRON CORPORATION 9,691 15,614
    CORELOGIC INC COM 2,049 2,842
    DRESSER-RAND GROUP INC    
    DANAHER CORP    
    DARDEN RESTAURANTS INC    
    FAIRCHILD SEMICONDUCTOR INTL I    
    EXXON MOBIL CORPORATION 13,967 17,204
    FACTSET RESEARCH SYSTEMS INC 2,090 4,343
    FEDERATED INVESTORS INC CL B    
    HARRIS CORPORATION 3,242 4,538
    OCEANEERING INTL INC COM 1,301 1,972
    HORMEL FOODS CORP 1,387 3,162
    JOHNSON & JOHNSON 13,155 19,692
    L-3 COMMUNICATIONS HOLDINGS 3,337 4,274
    LABORATORY CRP OF AMER HLDGS 14,063 16,447
    MCORMICK & COMPANY INC 7,631 15,507
    MCGRAW HILL COS INC    
    MICROSOFT CORP 16,674 24,354
    OMINCARE INC COM 2,051 3,622
    ORACLE CORP 10,735 21,617
    PEPSICO INC 14,513 19,491
    PFIZER INC    
    RAYTHEON CO COM NEW 10,459 16,780
    QUALCOMM INC 7,379 14,108
    ROSS STORES 949 4,870
    ALTERA CORPORATION    
    AEROPOSTALE INC    
    ADTRAN INC    
    U S BANCORP COM 18,576 23,634
    TORO CO 1,966 5,406
    TUPPERWARE BRANDS CORP 1,382 3,781
    UNITED TECHNOLOGIES CORP 10,285 18,777
    VF CORPORATION 6,641 22,442
    WALGREEN CO 9,803 23,550
    FLOWERS FOODS INC    
    CADENCE DESIGN SYSTEMS INC COM 2,194 2,383
    CH ROBINSON WORLDWIDE INC 9,421 10,211
    CHARLES RIVER LABS INTL INC CO 2,639 3,978
    COPART INC    
    CUBIC CORP    
    GENERAL MILLS INC    
    PARKER-HANNIFIN CORP COM    
    HUBBELL INC CL B 1,124 3,812
    INTERNATIONAL BUS MACHS CORP 9,734 17,819
    INTEL CORP COM 17,926 17,909
    MCKESSON HBOC INC 9,023 25,017
    PERRIGO CO    
    ROLLINS INC    
    MEDICIS PHARMACEUTICAL    
    HEWLITT-PACKARD COMPANY    
    WESTERN DIGITAL CORP    
    AMERICAN FINCL GROUP INC 2,208 4,906
    CUBIST PHARMACEUTICALS INC COM    
    BOB EVANS FARMS    
    CARTER'S INC COM 2,268 2,872
    J2 GLOBAL COMMUNICATIONS INC 1,708 3,501
    MARSH & MCLENNAN CO COM 16,819 23,696
    MINERALS TECHNOLOGIES INC COM 1,206 2,102
    PANERA BREAD COMPANY 1,469 3,534
    RAYONIER INC COM    
    PROTECTIVE LIFE CORP    
    PROGRESSIVE CORP OHIO    
    JOHN WILEY & SONS INC 2,903 3,698
    WISCONSIN ENERGY CORP 4,639 6,408
    WORLD FUEL SERVICES CORP 1,720 2,590
    ADVANCE AUTO PARTS 2,207 3,874
    APTARGROUP INC 2,848 3,730
    BALL CORP 12,359 17,823
    BAXTER INTL INC 10,227 11,824
    CHURCH AND DWIGHT CO 2,469 3,977
    COLGATE PALMOLIVE CO 16,469 22,171
    COMMERCE BANCSHARES 4,086 5,120
    COOPER COS INC    
    DIAMOND OFFSHORE DRILLING    
    DISCOVER FNCL SERVICES 11,811 24,618
    TECHNE CORP    
    FLOWSERVE CORP COM    
    FULTON FNCL CORP    
    ARTHUR J GALLAGHER & CO 2,793 3,989
    TJX COS INS 10,792 27,085
    VALSPAR CORP 2,486 4,634
    VECTREN CORP 1,967 2,485
    WADDELL & REED FNCL INC CL A 2,994 4,558
    WATSCO 2,468 3,362
    BIG LOTS 1,739 1,453
    CISCO SYSTEMS INC 16,939 18,056
    DELUXE CORP 4,428 5,741
    DOVER CORP 14,387 15,446
    HANESBRANDS INC 2,531 3,514
    MACYS INC 17,480 21,894
    MATTEL INC 16,228 18,318
    TORCHMARK CORP 18,151 23,445
    REINSURANCE GROUP OF AMERICA 3,608 4,258
    UGI CORP 1,912 2,073
    UNION PACIFIC CORP 13,728 16,800
    ZEBRA TECHNOLOGIES CORP CL A 2,469 2,974
    PERRIGO CO PLC 6,088 6,138
    TE CONNECTIVITY LTD 11,466 14,053
    UNITED THERAPEUTICS CORP 4,231 6,219

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    GERTRUDE REGENSPURGER MEMORIAL CHARITABLE
    EIN: 23-2686386
    US Government Securities - End of Year Book Value:

    265,669
    US Government Securities - End of Year Fair Market Value:

    268,992
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2013 InvestmentsOtherSchedule2
    Name:
    GERTRUDE REGENSPURGER MEMORIAL CHARITABLE
    EIN: 23-2686386
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ARTISAN INTERNATIONAL FD AT COST 73,565 87,427
    CONESTOGA SMALL CAP FUND AT COST 33,493 69,751
    GOLDMAN SACHS SATELLITE STRAT AT COST 108,515 111,799
    HENDERSON INTL OPPORTUNITIES AT COST 59,400 87,507

    TY 2013 OtherDecreasesSchedule
    Name:
    GERTRUDE REGENSPURGER MEMORIAL CHARITABLE
    EIN: 23-2686386
    Description Amount
    ROUNDING 4