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
CLARENCE L ROBEY CHARITABLE TRUST
 

Number and street (or P.O. box number if mail is not delivered to street address)B B T PO BOX 5228   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MARTINSVILLE, VA24115
A Employer identification number

54-6138649
B Telephone number (see instructions)

(888) 575-4586
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$1,468,268
J 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 2,250 2,250  
4 Dividends and interest from securities...... 37,126 37,126  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 74,971
b Gross sales price for all assets on line 6a 1,086,584
7 Capital gain net income (from Part IV, line 2)... 74,971
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)....... 47 47  
12 Total. Add lines 1 through 11........ 114,394 114,394  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 3,611 2,411   1,200
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)....... 650     650
c Other professional fees (attach schedule).... 1,214     1,214
17 Interest...............       0
18 Taxes (attach schedule) (see instructions) 1,638 969   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications.......... 98 0 0 98
23 Other expenses (attach schedule)....... 213 213    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 7,424 3,593 0 3,162
25 Contributions, gifts, grants paid........ 67,300 67,300
26 Total expenses and disbursements. Add lines 24 and 25 74,724 3,593 0 70,462
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 39,670
b Net investment income (if negative, enter -0-) 110,801
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............... 15,701 16,080 16,080
2 Savings and temporary cash investments.......... 36,383 48,446 48,446
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) 149,010 105,993 110,742
b Investments—corporate stock (attach schedule)........ 612,956 627,052 758,063
c Investments—corporate bonds (attach schedule)........ 424,265 475,135 468,580
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) 60,284 65,087 66,357
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,298,599 1,337,793 1,468,268
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......... 1,298,599 1,337,793
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).................... 1,298,599 1,337,793
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 1,298,599 1,337,793
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 1,298,599
2 Enter amount from Part I, line 27a..................... 2 39,670
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 1,338,269
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 476
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 1,337,793
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 25000. CISCO SYSTEMS INC SYSTEMS INC DTD 02/22/   2008-10-01 2013-01-08
b 25000. BANK OF AMERICA CORP DTD 1/23/03 4.875%   2007-01-03 2013-01-15
c .458 KINDER MORGAN MANAGEMENT LLC   2012-04-19 2013-02-21
d 420. ANGLO AMERICAN PLC UNSPONSORED ADR   2012-06-29 2013-03-19
e 125. COGNIZANT TECHNOLOGY SOLUTIONS CORP     2013-03-19
140. COLUMBIA SPORTSWEAR CO   2012-05-18 2013-03-19
65. DIAGEO PLC SPONSORED ADR   2012-06-29 2013-03-19
1796.231 DOUBLELINE TOTAL RETURN BOND FUND   2012-04-19 2013-03-19
5434.313 EATON VANCE ATLANTA CAPITAL SMID-CAP FUN     2013-03-19
130. ILLINOIS TOOL WORKS   2012-06-29 2013-03-19
70. JOHNSON & JOHNSON     2013-03-19
150. KOHLS CORP COMMON   2012-06-29 2013-03-19
1851.852 PIMCO PIMS FOREIGN BOND FUND   2013-01-18 2013-03-19
110. PRICE GROUP INC FORMERLY AKA PRICE TO ROWE & ASSOC   2012-06-29 2013-03-19
170. ROGERS COMMUNICATIONS INC INC   2012-07-27 2013-03-19
290. SAIPEM S.P.A.   2012-07-27 2013-03-19
85. SIEMENS AG SPONSORED ADR   2012-06-29 2013-03-19
1083.73 STERLING CAPITAL SPECIAL OPPORTUNITIES FUND INST CL FUND # 321     2013-03-19
490. TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR   2012-07-27 2013-03-19
230. TENCENT HOLDINGS LIMITED LTD UNSPONS ADR   2012-07-27 2013-03-19
85. TOYOTA MOTOR CORP ADR 2   2012-05-18 2013-03-19
.388 KINDER MORGAN MANAGEMENT LLC   2012-04-19 2013-05-24
25000. GOLDMAN SACHS GROUP INC DTD 1/13/04 5.15   2007-01-03 2013-07-11
25000. FEDERAL HOME LOAN MORTGAGE CORP DTD 7/18   2006-01-23 2013-07-15
250. ADECCO SA REG UNSPON ADR   2013-03-19 2013-07-16
530. ADR AXA-UAP F/K/A AXA SA SPONSORED ADR   2012-06-29 2013-07-16
40. BLACKROCK INC COMMON   2012-07-27 2013-07-16
200. BROADCOM CORP CL A COMMON   2012-06-29 2013-07-16
210. CENTENE CORP   2012-06-29 2013-07-16
90. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2012-06-29 2013-07-16
3830.172 CREDIT SUISSE COMMODITY RETURN STRATEGY INSTITUTIONAL SHS FD   2009-09-14 2013-07-16
884.47 CREDIT SUISSE COMMODITY RETURN STRATEGY INSTITUTIONAL SHS FD 21   2013-03-19 2013-07-16
180. EXPEDITORS INTERNATIONAL   2012-06-29 2013-07-16
95. KINDER MORGAN MANAGEMENT LLC   2012-04-19 2013-07-16
590. MARKS & SPENCER GROUP P.L.C.-ADR W-I   2013-03-19 2013-07-16
230. MEADWESTVACO CORP.   2012-07-27 2013-07-16
280. MICROSOFT CORPORATION     2013-07-16
240. NEWFIELD EXPL CO COM   2012-06-29 2013-07-16
260. OGE ENERGY CORP COMMON   2012-07-27 2013-07-16
110. ROYAL DUTCH SHELL PLC ADR CL B   2013-03-19 2013-07-16
1250. SILICONWARE PRECISION ADR   2013-03-19 2013-07-16
85. SYNGENTA AG   2013-03-19 2013-07-16
240. THOR INDS INC COMMON   2012-06-29 2013-07-16
190. THE TIMKEN COMPANY COMMON   2012-07-27 2013-07-16
310. TRINITY INDS INC   2012-06-29 2013-07-16
25000. US TREASURY BOND DTD 8/15/2003 4.25% 08/   2006-05-12 2013-08-15
250. ACCOR SA   2013-07-16 2013-09-20
4. AMAZON INC COMMON   2013-03-19 2013-09-20
10. APPLE COMPUTER CORPORATION COMMON   2012-05-18 2013-09-20
210. BARCLAYS PLC ADR   2013-07-16 2013-09-20
40. EUROPEAN AERO DEF & SPACE CO ADR   2013-03-19 2013-09-20
30. ICAP PLC   2013-03-19 2013-09-20
210. INFINEON TECHNOLOGY COMMON   2013-03-19 2013-09-20
24. INTERCONTINENTALEXCHANGE INC COMMON   2013-07-16 2013-09-20
170. ITAU UNIBANCO BANCO MULTIPLO SA   2013-03-19 2013-09-20
30. KAO CORP SPONS ADR   2013-03-19 2013-09-20
60. KINDER MORGAN INC COMMON   2013-07-16 2013-09-20
50. KAMATSU LTD   2013-07-16 2013-09-20
30. MITSUBISHI ESTATE COMPANY LTD   2013-07-16 2013-09-20
6. MITSUI & CO LTD   2013-07-16 2013-09-20
5. PRICELINE.COM INC COMMON   2012-04-19 2013-09-20
40. QUALCOMM INC COMMON   2012-04-19 2013-09-20
15. SAP AKTIENGESELLSCHAFT   2013-03-19 2013-09-20
700. SOFTWARE AG   2013-03-19 2013-09-20
170. SONY FINANCIAL HOLDINGS INC ADR   2013-07-16 2013-09-20
200. SUNCOR ENERGY, INC   2009-09-14 2013-09-20
15. TIME WARNER CABLE INC   2013-07-16 2013-09-20
150. TOKYO ELECTRON LIMITED   2013-07-16 2013-09-20
8. UNION PACIFIC CORP   2012-06-29 2013-09-20
657.129 AMERICAN CENTURY SHORT DURATION INFLATION PROTECTION BD ISTL #   2013-03-19 2013-09-23
5145.758 AMERICAN CENTURY SHORT DURATION INFLATION PROTECTION BD ISTL   2012-05-18 2013-09-23
616.027 LAZARD EMERGING MKTS PORTFOLIO INST CLASS FUND # 638 CLOSED TO   2008-03-25 2013-09-23
918.361 PRINCIPAL PREFERRED SECURITIES FUND INST   2013-07-16 2013-09-23
10. ADR AMERICA MOVIL S A DE CV   2013-07-16 2013-11-14
1417.183 AMERICAN CENTURY DIVERSIFIED BOND FUND #   2012-09-04 2013-11-14
510.605 AMERICAN CENTURY DIVERSIFIED BOND FUND #   2013-01-18 2013-11-14
998.9 AMERICAN CENTURY SHORT DURATION INFLATION PROTECTION BD ISTL #34   2012-05-18 2013-11-14
2. APPLE COMPUTER CORPORATION COMMON   2012-05-18 2013-11-14
30. BAXTER INTERNATIONAL INCORPORATED   2012-07-27 2013-11-14
90. CAP GEMINI ADR   2013-03-19 2013-11-14
20. COCA-COLA ENTERPRISES INC COMMON   2013-09-20 2013-11-14
2. GOOGLE INC CL A   2013-07-16 2013-11-14
80. HEINEKEN NV - UNSPON ADR   2013-07-16 2013-11-14
520. INFINEON TECHNOLOGY COMMON   2013-03-19 2013-11-14
259. ITAU UNIBANCO BANCO MULTIPLO SA   2013-03-19 2013-11-14
10. JUNIPER NETWORKS INC   2013-09-20 2013-11-14
30. KINDER MORGAN INC COMMON   2013-07-16 2013-11-14
90. KAMATSU LTD   2013-07-16 2013-11-14
357.212 LAZARD EMERGING MKTS PORTFOLIO INST CLASS FUND # 638 CLOSED TO   2008-03-25 2013-11-14
15. MCDONALDS CORPORATION   2012-07-27 2013-11-14
40. MITSUBISHI ESTATE COMPANY LTD   2013-07-16 2013-11-14
4. MITSUI & CO LTD   2013-07-16 2013-11-14
20. MONSANTO CO COMMON   2012-04-19 2013-11-14
3. PRICELINE.COM INC COMMON   2012-04-19 2013-11-14
508.473 PRINCIPAL PREFERRED SECURITIES FUND INST   2013-07-16 2013-11-14
60. QUALCOMM INC COMMON   2012-04-19 2013-11-14
10. SAP AKTIENGESELLSCHAFT   2013-03-19 2013-11-14
4576.416 STERLING CAPITAL INTERMEDIATE U.S. GOVERNMENT FUND INST CL FU   2012-05-18 2013-11-14
50. SUNCOR ENERGY, INC   2012-06-29 2013-11-14
30. TARGET CORP COM   2012-07-27 2013-11-14
130. TECHNIP-COFLEXIP SA ADR   2013-07-16 2013-11-14
10. TIME WARNER CABLE INC   2013-07-16 2013-11-14
350. TOKYO ELECTRON LIMITED   2013-07-16 2013-11-14
14. UNION PACIFIC CORP   2012-06-29 2013-11-14
3718.737 AMERICAN CENTURY DIVERSIFIED BOND FUND #     2013-11-20
10. ACCOR SA   2013-07-16 2013-12-12
1320.051 AMERICAN CENTURY SHORT DURATION INFLATION PROTECTION BD ISTL   2012-05-18 2013-12-12
60. DBS GROUP HLDGS LTD SPONSORED ADR F/K/A DEVELOPMENT BK SINGAPORE L   2013-07-16 2013-12-12
569.903 FORWARD INTERNATIONAL SMALL COMPANIES FD   2012-02-07 2013-12-12
25. GILEAD SCIENCES INC   2012-05-18 2013-12-12
60. HEINEKEN NV - UNSPON ADR   2013-07-16 2013-12-12
30. KAO CORP SPONS ADR   2013-03-19 2013-12-12
10. KINDER MORGAN INC COMMON   2013-07-16 2013-12-12
60. KAMATSU LTD   2013-07-16 2013-12-12
178.724 LAZARD EMERGING MKTS PORTFOLIO INST CLASS FUND # 638 CLOSED TO   2008-03-25 2013-12-12
30. MCDONALDS CORPORATION   2012-07-27 2013-12-12
1387.253 METROPOLITAN WEST TOTAL RETURN BOND FUND   2013-03-19 2013-12-12
40. MITSUBISHI ESTATE COMPANY LTD   2013-07-16 2013-12-12
10. NATURAL RESOURCE PARTNERS LP   2013-09-20 2013-12-12
20. NEWFIELD EXPL CO COM   2013-11-14 2013-12-12
20. OGE ENERGY CORP COMMON   2013-11-14 2013-12-12
2801.064 PIMCO LOW DURATION INSTITUTIONAL     2013-12-12
20. PEARSON PLC SPONSORED ADR   2012-04-19 2013-12-12
950.463 PRINCIPAL PREFERRED SECURITIES FUND INST   2012-04-19 2013-12-12
15. SAP AKTIENGESELLSCHAFT   2013-03-19 2013-12-12
246.51 GUGGENHEIM FLOAT RATE SRATEGIES FD NAME&   2013-11-20 2013-12-12
694.762 STERLING CAPITAL INTERMEDIATE U.S. GOVERNMENT FUND INST CL FUN   2012-05-18 2013-12-12
944.663 STERLING CAPITAL INTERMEDIATE U.S. GOVERNMENT FUND INST CL FUN   2013-03-19 2013-12-12
681.579 STERLING CAPITAL SPECIAL OPPORTUNITIES FUND INST CL FUND # 321   2013-07-16 2013-12-12
20. SUNCOR ENERGY, INC   2012-06-29 2013-12-12
30. TARGET CORP COM   2012-07-27 2013-12-12
60. TECHNIP-COFLEXIP SA ADR   2013-07-16 2013-12-12
80. TESCO PLC SPONS ADR   2012-06-29 2013-12-12
60. TOKYO ELECTRON LIMITED   2013-07-16 2013-12-12
20. UNILEVER PLC-SPONSORED ADR   2012-06-29 2013-12-12
12. PERRIGO COMPANY   2013-11-14 2013-12-23
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 28,571   24,118 4,453
b 25,000   24,605 395
c 38   32 6
d 5,714   6,913 -1,199
e 9,629   8,712 917
8,013   6,587 1,426
7,992   6,698 1,294
20,423   20,208 215
111,349   93,169 18,180
8,025   6,861 1,164
5,502   3,815 1,687
6,971   6,773 198
20,111   20,000 111
8,159   6,822 1,337
8,257   6,691 1,566
4,589   6,847 -2,258
9,238   7,136 2,102
21,447   20,182 1,265
8,329   7,421 908
7,621   6,879 742
8,750   6,483 2,267
34   27 7
25,625   24,695 930
25,000   24,643 357
7,892   7,206 686
11,061   7,049 4,012
10,776   6,830 3,946
6,938   6,675 263
11,545   6,470 5,075
6,368   5,355 1,013
28,267   31,101 -2,834
6,527   7,005 -478
7,364   6,963 401
8,086   6,627 1,459
8,165   7,104 1,061
8,181   6,617 1,564
10,153   8,260 1,893
6,187   7,056 -869
9,230   6,976 2,254
7,680   7,384 296
7,163   6,851 312
7,026   7,238 -212
12,389   6,494 5,895
11,352   7,140 4,212
11,449   7,731 3,718
25,000   23,641 1,359
2,064   1,809 255
1,262   1,023 239
4,709   5,330 -621
3,663   3,921 -258
2,540   2,155 385
378   300 78
2,117   1,752 365
4,357   4,374 -17
2,400   2,767 -367
914   972 -58
2,168   2,395 -227
1,287   1,210 77
895   851 44
1,811   1,605 206
5,006   3,652 1,354
2,768   2,568 200
1,112   1,241 -129
6,202   6,958 -756
3,115   2,977 138
7,172   6,878 294
1,698   1,719 -21
1,816   1,920 -104
1,275   946 329
6,828   7,005 -177
53,464   54,648 -1,184
12,031   13,885 -1,854
9,303   9,514 -211
213   209 4
15,178   16,000 -822
5,469   5,678 -209
10,419   10,608 -189
1,058   1,066 -8
2,023   1,784 239
2,850   2,213 637
844   815 29
2,076   1,846 230
2,749   2,744 5
4,826   4,339 487
3,774   4,216 -442
192   210 -18
1,049   1,198 -149
1,980   2,177 -197
6,855   8,052 -1,197
1,461   1,459 2
1,158   1,135 23
1,124   1,070 54
2,213   1,545 668
3,412   2,191 1,221
5,171   5,268 -97
4,282   3,851 431
809   827 -18
47,137   49,700 -2,563
1,779   1,434 345
2,002   1,855 147
3,457   3,611 -154
1,203   1,146 57
4,828   4,480 348
2,212   1,655 557
39,753   41,327 -1,574
90   72 18
13,649   14,019 -370
3,159   3,146 13
9,631   7,363 2,268
1,767   624 1,143
1,939   2,058 -119
960   972 -12
329   399 -70
1,180   1,451 -271
3,403   4,028 -625
2,826   2,918 -92
14,747   15,149 -402
1,091   1,135 -44
196   198 -2
470   593 -123
672   761 -89
28,963   29,259 -296
416   362 54
9,600   9,486 114
1,211   1,241 -30
6,597   6,606 -9
7,114   7,545 -431
9,673   10,089 -416
13,911   14,763 -852
677   573 104
1,893   1,855 38
1,431   1,667 -236
1,272   1,178 94
789   768 21
784   676 108
1,827   1,839 -12
      6,362
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       4,453
b       395
c       6
d       -1,199
e       917
      1,426
      1,294
      215
      18,180
      1,164
      1,687
      198
      111
      1,337
      1,566
      -2,258
      2,102
      1,265
      908
      742
      2,267
      7
      930
      357
      686
      4,012
      3,946
      263
      5,075
      1,013
      -2,834
      -478
      401
      1,459
      1,061
      1,564
      1,893
      -869
      2,254
      296
      312
      -212
      5,895
      4,212
      3,718
      1,359
      255
      239
      -621
      -258
      385
      78
      365
      -17
      -367
      -58
      -227
      77
      44
      206
      1,354
      200
      -129
      -756
      138
      294
      -21
      -104
      329
      -177
      -1,184
      -1,854
      -211
      4
      -822
      -209
      -189
      -8
      239
      637
      29
      230
      5
      487
      -442
      -18
      -149
      -197
      -1,197
      2
      23
      54
      668
      1,221
      -97
      431
      -18
      -2,563
      345
      147
      -154
      57
      348
      557
      -1,574
      18
      -370
      13
      2,268
      1,143
      -119
      -12
      -70
      -271
      -625
      -92
      -402
      -44
      -2
      -123
      -89
      -296
      54
      114
      -30
      -9
      -431
      -416
      -852
      104
      38
      -236
      94
      21
      108
      -12
       
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 74,971
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 68,154 1,323,718 0.051487
2011 67,210 1,347,188 0.049889
2010 69,969 1,330,814 0.052576
2009 61,011 1,220,957 0.04997
2008 69,632 1,350,428 0.051563
2 Total of line 1, column (d) ...................... 2 0.255485
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 0.051097
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 1,411,350
5 Multiply line 4 by line 3....................... 5 72,116
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,108
7 Add lines 5 and 6......................... 7 73,224
8 Enter qualifying distributions from Part XII, line 4.............. 8 70,462
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 2,216
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 2,216
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 2,216
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 1,024
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 1,024
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 1,192
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)
    bulletVA
    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 ofbulletBRANCH BANKING & TRUST COMPANY Telephone no.bullet (888) 575-4586
    Located atbullet300 SUMMERS ST FL 5CHARLESTONWV ZIP+4bullet253011624
    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
    KEITH BROWER DIRECTOR
    1
    200    
    39320 RICKARD ROAD
    LOVETTSVILLE,VA22132
    A MIKE PEERY VICE-CHAIRMAN
    1
    200    
    PO BOX 181
    PURCELLVILLE,VA22132
    DORIS L WHITMAN DIRECTOR
    1
    200    
    PO BOX 663
    PURCELLVILLE,VA22132
    WILLIAM L WHITMORE JR DIRECTOR
    1
    200    
    PO BOX 595
    PURCELLVILLE,VA20134
    MARGARET VAUGHN DIRECTOR
    1
    200    
    PO BOX 581
    PURCELLVILLE,VA22132
    BRANCH BANKING AND TRUST COMPANY TRUSTEE
    1
    2,411    
    300 SUMMERS ST FL 5
    CHARLESTON,WV253011624
    TERRI MCCONNELL DIRECTOR
    1
    200    
    17451 ALDERSHOT PLACE
    PURCELLVILLE,VA20132
    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
    70,568
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    2,216
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,216
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    68,352
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    68,352
    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
    68,352
    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 68,352
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:2011, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 3,012
    b From 2009....... 0
    c From 2010....... 4,605
    d From 2011....... 224
    e From 2012....... 4,010
    fTotal of lines 3a through e......... 11,851
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 70,462
    a Applied to 2012, but not more than line 2a 0
    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..... 68,352
    e Remaining amount distributed out of corpus 2,110
    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 13,961
    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 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............
    0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...
    3,012
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......
    10,949
    10 Analysis of line 9:
    a Excess from 2009.... 0
    b Excess from 2010.... 4,605
    c Excess from 2011.... 224
    d Excess from 2012.... 4,010
    e Excess from 2013.... 2,110
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    BOARD OF DIRECTORS CLARENCE ROBEY
    PO BOX 181
    PURCELLVILLE,VA22132
    (540) 338-6621
    bThe form in which applications should be submitted and information and materials they should include:
    WRITTEN EXPLANATION OF WHAT THE DONATION WILL BE USED FOR AND A BRIEF DESCRIPTION OF THE CHARITABLE ORGANIZATION REQUESTING THE FUNDS
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    STFRANCIS DESALES
    CATHOLIC CHURCH
    37700 ST FRANCIS CT
    PURCELLVILLE,VA20132
    NONE EXEMPT GENERAL FUNDING 1,000
    EMERICK ELEMENTARY SCHOOL
    440 SOUTH NURSERY AVE
    PURCELLVILLE,VA22132
    NONE EXEMPT NEEDY STUDENTS 1,000
    BLUE RIDGE MIDDLE SCHOOL
    551 EAST A STREET
    PURCELLVILLE,VA20132
    NONE EXEMPT GENERAL FUNDING 1,000
    HARMONY MIDDLE SCHOOL
    38174 WEST COLONIAL HIGHWAY
    HAMILTON,VA20158
    NONE EXEMPT ASSIST WITH STUDENT NEEDS 1,000
    KENNETH W CULBERT ELEMENTARY
    SCHOOL
    HAMILTON,VA20158
    NONE PUBLIC ASSIST WITH STUDENT NEEDS 1,000
    CHURCH OF CHRIST
    604 YAXLEY DRIVE
    PURCELLVILLE,VA20132
    NONE EXEMPT GENERAL FUNDS 2,000
    PURCELLVILLE SAFETY CENTER
    500 NORTH MAPLE AVENUE
    PURCELLVILLE,VA20132
    NONE EXEMPT ASSIST WITH PURCHASE OF 3,000
    WOODGROVE HIGH SCHOOL
    36811 ALLDER SCHOOL ROAD
    PURCELLVILLE,VA20132
    NONE EXEMPT ASSIST NEED STUDENTS & 2,500
    FRIENDS OF FRANKLIN PARK ART CENTER
    36441 BLUERIDGE VIEW LANE
    PURCELLVILLE,VA20132
    NONE EXEMPT COMMUNITY 2,000
    UNIVERSITY OF MARY WASHINGTON
    1301 COLLEGE AVENUE
    FREDERICKSBURG,VA22401
    NONE EXEMPT SCHOLARSHIP 2,000
    RADFORD UNIVERSITY
    801 EAST MAIN STREET
    RADFORD,VA24142
    NONE EXMEPT SCHOLARSHIP 2,000
    JAMES MADISON UNIVERSITY
    800 S MAIN STREET
    HARRISONBURG,VA22807
    NONE EXEMPT SCHOLARSHIP 12,000
    VIRGINIA TECH
    210 BURRUSS HALL
    BLACKSBURG,VA24061
    NONE EXEMPT SCHOLARSHIP 8,500
    UNIVERSITY OF CHICAGO
    5801 S ELLIS AVENUE
    CHICAGO,IL60637
    NONE EXEMPT SCHOLARSHIP 1,500
    WESTERN MICHIGAN UNIVERSITY
    CAMPUS DRIVE
    KALAMAZOO,MI49008
    NONE EXEMPT SCHOLARSHIP 1,500
    LONGWOOD UNIVERSITY
    201 HIGH STREET
    FARMVILLE,VA23909
    NONE EXEMPT SCHOLARSHIP 1,500
    UNIVERSITY OF VIRGINIA
    PO BOX 400160
    CHARLOTTESVILLE,VA22904
    NONE EXEMPT SCHOLARSHIP 2,000
    FRIENDS OF BLUEMONT
    PO BOX 214
    BLUEMONT,VA20135
    NONE EXEMPT GENERAL 500
    JOSHUA'S HANDS
    38327 CHARLES TOWN PIKE
    WATERFORD,VA20197
    NONE EXEMPT GENERAL 500
    BETHANY UNITED
    METHODIST CHURCH
    PO BOX 487
    PURCELLVILLE,VA20132
    NONE EXEMPT GENERAL FUNDING 2,000
    GRACE ANNEX UNITED
    METHODIST CHURCH
    CHURCH
    PURCELLVILLE,VA20134
    NONE EXEMPT GENERAL FUNDING 2,000
    LOUDOUN VALLEY HIGH SCHOOL
    340 N MAPLE AVE
    PURCELLVILLE,VA20132
    NONE EXEMPT PRIVIDE FUNDS FOR STUDENT 5,200
    WATERFORD FOUNDATION INC
    PO BOX 275
    WATERFORD,VA20197
    NONE EXEMPT MAINTENANCE OF HISTORIC 600
    ST PETERS EPISCOPAL CHURCH
    PO BOX 548
    PURCELLVILLE,VA20134
    NONE EXEMPT GENERAL FUNDING 2,000
    PURCELLVILLE BAPTIST CHURCH
    601 YAXLEY DRIVE
    PURCELLVILLE,VA20132
    NONE EXEMPT GENERAL FUNDS 2,000
    ST ANDREWS PRESBYTERIAN CHURCH
    711 W MAIN STREET
    PURCELLVILLE,VA20132
    NONE EXEMPT GENERAL FUNDING 2,000
    PURCELLVILLE LIBRARY ADVISORY
    BOARD
    PURCELLVILLE,VA201340613
    NONE EXEMPT GENERAL FUNDING 4,000
    MOUNTAIN VIEW ELEMENTARY SCHOOL
    36803 ALLDER SCHOOL ROAD
    PURCELLVILLE,VA20132
    NONE EXEMPT GENERAL FUNDING 1,000
    Total .................................bullet 3a 67,300
    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 2,250  
    4 Dividends and interest from securities....     14 37,126  
    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 74,971  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aOTHER REVENUE     14 47  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   114,394  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13114,394
    (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 OtherDecreasesSchedule
    Name:
    CLARENCE L ROBEY CHARITABLE TRUST
    EIN: 54-6138649
    Description Amount
    DIFF IN MUTUAL FDS REC/REPORTED 193
    ADJUSTMENT FOR ROUNDING 9
    WASH SALE ADJUSTMENTS 212
    RETURN OF CAPITAL 62