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
J EMPSON IRREV TW FBO CHARITIES 89264001
 

Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 3168   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PORTLAND, OR97208
A Employer identification number

84-6018511
B Telephone number (see instructions)

(503) 464-3580
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$3,293,125
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      
4 Dividends and interest from securities...... 69,132 69,132  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 534,383
b Gross sales price for all assets on line 6a 4,329,757
7 Capital gain net income (from Part IV, line 2)... 534,383
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........ 603,515 603,515  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 50,254 45,229   5,025
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)....... 1,500 0 0 1,500
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions) 6,167 2,975   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)....... 305     305
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 58,226 48,204 0 6,830
25 Contributions, gifts, grants paid........ 139,320 139,320
26 Total expenses and disbursements. Add lines 24 and 25 197,546 48,204 0 146,150
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 405,969
b Net investment income (if negative, enter -0-) 555,311
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............... 299 1,094 1,094
2 Savings and temporary cash investments.......... 39,208 28,470 28,470
3 Accounts receivable bullet1,578
Less: allowance for doubtful accounts bullet   2,550 1,578 1,578
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)      
b Investments—corporate stock (attach schedule)........ 1,678,543 Click to see attachment1,990,089 2,157,674
c Investments—corporate bonds (attach schedule)........ 993,497 Click to see attachment1,098,834 1,104,309
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........     0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,714,097 3,120,065 3,293,125
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......... 2,714,097 3,120,065
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).................... 2,714,097 3,120,065
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 2,714,097 3,120,065
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 2,714,097
2 Enter amount from Part I, line 27a..................... 2 405,969
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 3,120,066
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 1
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 3,120,065
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 1275. ABB LTD COM     2013-01-16
b 660. ALLIANZ SE A D R   2012-06-18 2013-01-16
c 40. AMAZON COM INC   2012-06-18 2013-01-16
d 10234.637 AMERICAN CENTY INTL BOND FD INSTL     2013-01-16
e 3692.69 AMERICAN CENTY INTL BOND FD INSTL   2012-06-18 2013-01-16
433. AMERICAN ELEC PWR INC   2009-07-02 2013-01-16
170. ANGLO AMERICAN PLC A D R   2008-05-12 2013-01-16
250. AXA A D R   2008-05-12 2013-01-16
205. B T GROUP P L C A D R   2012-06-18 2013-01-16
123. BAIDU COM INC A D R   2012-06-18 2013-01-16
135. BORG WARNER INC   2010-11-16 2013-01-16
120. BRITISH AMERN TOB PLC ADR   2008-06-26 2013-01-16
120. CAMERON INTERNATIONAL CORP   2012-06-18 2013-01-16
162. CAMERON INTERNATIONAL CORP   2008-05-12 2013-01-16
170. CELGENE CORPORATION COM   2010-11-16 2013-01-16
205. COGNIZANT TECH SOLUTIONS CL A   2010-01-26 2013-01-16
549. COMPANHIA DE BEBIDAS P R A D R   2008-06-26 2013-01-16
15912.582 CREDIT SUISSE COMM RET ST CO     2013-01-16
215. DISNEY WALT CO   2011-07-15 2013-01-16
205. DIRECTV   2010-11-16 2013-01-16
274. DOVER CORP   2010-11-16 2013-01-16
292. DU PONT E I DE NEMOURS & CO   2012-06-18 2013-01-16
179. EXXON MOBIL CORP   2009-07-02 2013-01-16
175. FLUOR CORP   2012-06-18 2013-01-16
278. FREEPORT MCMORAN COPPER GOLD   2008-06-26 2013-01-16
522. HALLIBURTON CO   2008-05-12 2013-01-16
3630. ISHARES MSCI EMERGING MARKETS ETF     2013-01-16
480. KEPPEL CORP LTD SPONS A D R   2008-05-12 2013-01-16
188. KIMBERLY CLARK CORP   2008-05-12 2013-01-16
280. MC DONALD'S CORP   2008-06-26 2013-01-16
289. METLIFE INC COM   2008-06-26 2013-01-16
726. MICROSOFT CORP     2013-01-16
444. NIKE INC   2010-01-26 2013-01-16
10783.344 NUVEEN CORE PLUS BOND I   2000-03-07 2013-01-16
1029.742 NUVEEN MID CAP GRWTH OPP FD CL I   2001-10-05 2013-01-16
90.145 NUVEEN MID CAP GRWTH OPP FD CL I   2009-07-02 2013-01-16
647.417 NUVEEN SMALL CAP GWTH OPP CL I   2009-07-02 2013-01-16
155. LUKOIL SPON A D R   2012-06-18 2013-01-16
226. P N C FINANCIAL SERVICES GROUP INC   2008-08-20 2013-01-16
272. PETROLEO BRASILEIRO SPON A D R   2008-05-12 2013-01-16
95. PIONEER NAT RES CO   2012-06-18 2013-01-16
26. THE PRICELINE GROUP INC   2009-07-02 2013-01-16
55. RALPH LAUREN CORP   2012-06-18 2013-01-16
404.726 T ROWE PRICE SM CAP VAL   2008-05-12 2013-01-16
270. SANDS CHINA LTD UNSPONS A D R   2012-06-18 2013-01-16
1299. SOCIETE GENERALE FRANCE SPONSOR ADR   2010-11-16 2013-01-16
654. STAPLES INC COMMON STOCK   2008-06-26 2013-01-16
197. STATOIL ASA A D R   2008-05-12 2013-01-16
547. TEXAS INSTRS INC   2008-06-26 2013-01-16
315. UNILEVER PLC SPSD ADR   2009-07-02 2013-01-16
265. VARIAN MED SYS INC   2009-07-02 2013-01-16
305. VODAFONE GROUP PLC A D R   2011-07-15 2013-01-16
215. ACCENTURE PLC CL A   2008-05-12 2013-01-16
.3415 BANCO SANTANDER CENT HISPANO A D R   2008-05-12 2013-02-19
110. ANADARKO PETE CORP   2011-07-15 2013-05-14
100. APACHE CORP   2013-01-16 2013-05-14
95. CERNER CORPORATION   2008-05-12 2013-05-14
152. DIRECTV   2010-11-16 2013-05-14
546. THE GAP INC   2012-06-18 2013-05-14
125. HITACHI LTD ADR 10 COM   2012-06-18 2013-05-14
45. INTERNATIONAL BUSINESS MACHS CORP   2008-05-12 2013-05-14
208. ISHARES MSCI EMERGING MARKETS ETF   2009-07-02 2013-05-14
205. MERCK AND CO INC   2013-01-16 2013-05-14
460. MORGAN STANLEY DEAN WITTER & CO   2013-01-16 2013-05-14
14062.979 NUVEEN CORE PLUS BOND I     2013-05-14
12621.472 OPPENHEIMER COM STR TR FD Y   2013-01-16 2013-05-14
1177.056 OPPENHEIMER SENIOR FLOATING RATE Y   2012-06-18 2013-05-14
175. SPDR GOLD SHARES ETF   2013-01-16 2013-05-14
190. SASOL LTD SPONSORED A D R   2013-01-16 2013-05-14
260. TEVA PHARMACEUTICALS INDS LTD ADR   2013-01-16 2013-05-14
163. VMWARE INC CL A   2012-06-18 2013-05-14
.1765 BANCO SANTANDER CENT HISPANO A D R   2008-05-12 2013-06-11
8129.701 COLUMBIA INCOME FD CL Z   2013-05-14 2013-08-09
4855.319 NUVEEN INFLATION PRO SEC CL I   2013-01-16 2013-08-09
1. AVALONBAY CMNTYS INC   2009-01-29 2013-08-16
.3939 BANCO SANTANDER CENT HISPANO A D R   2008-05-12 2013-08-16
34. APPLE COMPUTER INC   2008-05-12 2013-08-27
5. APPLE COMPUTER INC   2010-11-16 2013-08-27
426. BROADCOM CORP COM   2012-06-18 2013-08-27
120. CAPITAL ONE FINANCIAL CORP   2013-01-16 2013-08-27
225. CARNIVAL PLC A D R   2013-05-14 2013-08-27
107. COGNIZANT TECH SOLUTIONS CL A   2010-01-26 2013-08-27
100. DEERE & CO   2012-06-18 2013-08-27
100. DIAGEO PLC SPONSORED ADR NEW   2012-06-18 2013-08-27
400. E M C CORP MASS   2010-11-16 2013-08-27
205. E BAY INC   2012-06-18 2013-08-27
4819.558 FORWARD INTERNATIONAL REAL ESTATE   2012-06-18 2013-08-27
439.529 FORWARD INTERNATIONAL REAL ESTATE   2013-05-14 2013-08-27
16. GOOGLE INC CL A   2008-05-12 2013-08-27
240. KAO CORP A D R   2013-05-14 2013-08-27
145. LAUDER ESTEE COS INC CL A   2012-06-18 2013-08-27
8547.759 LOOMIS SAYLES STRATEGIC ALPHA FUND Y   2012-07-02 2013-08-27
795.249 NUVEEN MID CAP GRWTH OPP FD CL I     2013-08-27
20160.82 OPPENHEIMER COM STR TR FD Y   2013-01-16 2013-08-27
135. ROCKWELL AUTOMATION INC   2012-06-18 2013-08-27
845.387 T ROWE PRICE SC STOCK   2012-06-18 2013-08-27
420.602 T ROWE PRICE MID CAP VALUE FD INC   2010-01-26 2013-08-27
170. SANDS CHINA LTD UNSPONS A D R   2012-06-18 2013-08-27
105. SCHEIN HENRY INC COMMON STOCK   2008-05-12 2013-08-27
1884.768 TFS MARKET NEUTRAL FUND   2013-01-16 2013-08-27
85. UNION PACIFIC CORPORATION COMMON STOCK   2010-01-26 2013-08-27
160. UNITED TECHNOLOGIES CORP   2008-06-26 2013-08-27
117. VARIAN MED SYS INC   2009-07-02 2013-08-27
150. WESTERN DIGITAL CORP   2013-01-16 2013-08-27
190. EATON CORP PLC   2013-01-16 2013-08-27
8629.37 INV BALANCE RISK COMM STR Y   2013-08-27 2013-09-19
75. AGRIUM INC   2013-01-16 2013-09-19
85. B A S F A G A D R   2013-01-16 2013-09-19
197. B H P BILLITON PLC SPSD A D R   2010-11-16 2013-09-19
252. B T GROUP P L C A D R   2012-06-18 2013-09-19
74.0961 BANCO SANTANDER CENT HISPANO A D R     2013-09-19
651.9039 BANCO SANTANDER CENT HISPANO A D R     2013-09-19
111. BRITISH AMERN TOB PLC ADR   2008-06-26 2013-09-19
94. DEERE & CO   2012-06-18 2013-09-19
85. EQUINIX INC   2012-06-18 2013-09-19
145. HSBC HOLDINGS PLC SPONS A D R   2013-05-14 2013-09-19
200. HESS CORP   2013-01-16 2013-09-19
120. HITACHI LTD ADR 10 COM   2012-06-18 2013-09-19
488. KEPPEL CORP LTD SPONS A D R   2008-05-12 2013-09-19
88. NATIONAL GRID PLC SP A D R   2008-05-12 2013-09-19
173. ADR NOVARTIS AG SPONSORED ADR ISIN #US66987V1098   2008-05-12 2013-09-19
435.599 NUVEEN REAL ESTATE SECS I   2003-09-02 2013-09-19
120. LUKOIL SPON A D R   2012-06-18 2013-09-19
150. ORIX CORP SPONS A D R   2013-01-16 2013-09-19
72. PIONEER NAT RES CO   2012-06-18 2013-09-19
415. SANOFI A D R   2009-07-02 2013-09-19
515. SVENSKA HANDELSBANKEN A UNSP A D R   2013-01-16 2013-09-19
198. TOTAL S A A D R   2008-06-26 2013-09-19
300. VALEOSA SPON ADR   2013-01-16 2013-09-19
302. VODAFONE GROUP PLC A D R   2011-07-15 2013-09-19
175. WISDOMTREE JAPAN HEDGED   2013-08-27 2013-09-19
.9196 BANCO SANTANDER CENT HISPANO A D R     2013-09-24
.0804 BANCO SANTANDER CENT HISPANO A D R   2013-02-08 2013-09-24
109. FRONTIER COMMUNICATIONS CORP   2008-06-26 2013-09-24
131.01 T ROWE PRICE SC STOCK   2012-06-18 2013-09-24
232.234 NUVEEN REAL ESTATE SECS I   2007-11-20 2013-11-15
494.071 RIDGEWORTH INST US GOV SEC ULT SHRT   2013-01-16 2013-11-15
.3659 BANCO BILBAO VIZCAYA ARGEN A D R   2013-10-29 2013-12-02
500. AIA GROUP LTD ADR   2013-01-16 2013-12-06
630. AIR LIQUIDE S A A D R     2013-12-06
158. ALLERGAN INC   2012-06-18 2013-12-06
907. ALLIANZ SE A D R   2012-06-18 2013-12-06
28. AMAZON COM INC   2012-06-18 2013-12-06
94. ANADARKO PETE CORP   2011-07-15 2013-12-06
170. ANALOG DEVICES INC   2013-08-27 2013-12-06
360. ARM HLDGS PLC A D R   2013-01-16 2013-12-06
295. ATLAS COPCO AB SPONS A D R   2013-09-19 2013-12-06
95. AUTOLIV INC   2013-09-19 2013-12-06
875. B G GROUP P L C A D R     2013-12-06
120. BAIDU COM INC A D R     2013-12-06
510. BAYERISCHE MOTOREN WERKE UNSPN A D R     2013-12-06
30. BLACKROCK INC   2013-09-19 2013-12-06
126. BORG WARNER INC   2010-11-16 2013-12-06
530. CSL LIMITED A D R     2013-12-06
202. CAMERON INTERNATIONAL CORP   2012-06-18 2013-12-06
170. CANADIAN NATL RY CO COM   2013-08-27 2013-12-06
79. CELGENE CORPORATION COM   2010-11-16 2013-12-06
180. CERNER CORPORATION   2008-05-12 2013-12-06
9325.585 COLUMBIA INCOME FD CL Z   2013-05-14 2013-12-06
140. DANAHER CORP   2013-05-14 2013-12-06
160. DASSAULT SYSTEMES SA A D R     2013-12-06
63. DIAGEO PLC SPONSORED ADR NEW   2012-06-18 2013-12-06
180. DISNEY WALT CO   2011-07-15 2013-12-06
1870.324 E I I INTL PPTY I   2012-07-02 2013-12-06
299.043 E I I INTL PPTY I   2013-08-27 2013-12-06
155. E BAY INC   2012-06-18 2013-12-06
145. EXPRESS SCRIPTS HLDGS C   2013-01-16 2013-12-06
590. FANUC CORPORATION A D R     2013-12-06
132. FLUOR CORP   2012-06-18 2013-12-06
475. FRESENIUS MED AKTIENGESELLSCHAFT ADR     2013-12-06
905. OAO GAZPROM SPON A D R   2013-09-19 2013-12-06
495. HONG KONG EXCHANGES A D R   2013-08-27 2013-12-06
275. I C I C I BANK LIMITED A D R   2013-09-19 2013-12-06
210. IMPERIAL OIL LTD   2013-05-14 2013-12-06
930. ITAU UNIBANCO HOLDINGS SA A D R   2013-09-19 2013-12-06
135. JGC CORP UNSPONSORED A D R   2013-05-14 2013-12-06
520. LOREAL UNSPONSORED A D R     2013-12-06
121. LAUDER ESTEE COS INC CL A   2012-06-18 2013-12-06
1080. LONZA GROUP AG UNSPON A D R   2013-05-14 2013-12-06
115. LULULEMON ATHLETICA INC   2013-01-16 2013-12-06
151. MANULIFE FINANCIAL CORP   2008-05-12 2013-12-06
95. MONSANTO CO   2013-01-16 2013-12-06
420. MTN GROUP LTD A D R   2013-09-19 2013-12-06
413. NESTLE S A SPONSORED ADR REPSTG REG SH   2008-05-12 2013-12-06
45. NOVO NORDISK AS A D R   2013-01-16 2013-12-06
1097.121 NUVEEN REAL ESTATE SECS I   2003-09-02 2013-12-06
1250.03 NUVEEN REAL ESTATE SECS I   2006-01-17 2013-12-06
2607.299 NUVEEN INFLATION PRO SEC CL I   2005-02-28 2013-12-06
1592.768 NUVEEN MID CAP GRWTH OPP FD CL I     2013-12-06
195. OCWEN FINANCIAL CORPORATION   2013-05-14 2013-12-06
4591.919 OPPENHEIMER DEVELOPING MARKETS Y     2013-12-06
290. POTASH CORP SASK-COM   2013-09-19 2013-12-06
11. THE PRICELINE GROUP INC   2009-07-02 2013-12-06
47. RALPH LAUREN CORP   2012-06-18 2013-12-06
15929.853 RIDGEWORTH INST US GOV SEC ULT SHRT   2013-01-16 2013-12-06
9171.911 RIDGEWORTH INST US GOV SEC ULT SHRT   2013-08-27 2013-12-06
135. ROCHE HLDG LTD A D R   2013-01-16 2013-12-06
79. ROCKWELL AUTOMATION INC   2012-06-18 2013-12-06
988.616 T ROWE PRICE SC STOCK   2012-06-18 2013-12-06
97. SCHEIN HENRY INC COMMON STOCK   2008-05-12 2013-12-06
1000. SCHNEIDER ELECT SA UNSP A D R     2013-12-06
130. STARBUCKS CORP   2013-05-14 2013-12-06
155. STATE STR CORP   2013-01-16 2013-12-06
5272.714 TCW EMERGING MARKETS INCOME FUND   2013-08-09 2013-12-06
260. TRIMBLE NAV LTD   2013-01-16 2013-12-06
3440. TURKIYE GARANTI BANKASI A S A D R     2013-12-06
207. UNILEVER PLC SPSD ADR   2009-07-02 2013-12-06
55. UNION PACIFIC CORPORATION COMMON STOCK   2010-01-26 2013-12-06
87. UNITED TECHNOLOGIES CORP   2008-06-26 2013-12-06
190. URBAN OUTFITTERS INC   2013-01-16 2013-12-06
45. V F CORP   2013-05-14 2013-12-06
110. VALEANT PHARMACEUTICALS INTE   2013-05-14 2013-12-06
200. WALGREEN COMPANY COMMON STOCK   2013-01-16 2013-12-06
425. XINYI GLASS HOLDINGS LTS A D R   2013-08-27 2013-12-06
155. ACCENTURE PLC CL A   2008-05-12 2013-12-06
115. BUNGE LIMITED   2013-05-14 2013-12-06
145. MICHAEL KORS HOLDINGS LLD   2013-01-16 2013-12-06
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 26,787   31,666 -4,879
b 8,989   6,138 2,851
c 10,731   8,676 2,055
d 147,686   147,508 178
e 53,286   53,249 37
18,671   12,431 6,240
2,564   5,641 -3,077
4,445   9,243 -4,798
7,884   6,453 1,431
13,565   14,537 -972
10,220   7,662 2,558
12,163   8,200 3,963
7,153   5,311 1,842
9,657   8,346 1,311
16,775   10,186 6,589
15,959   9,448 6,511
24,040   7,005 17,035
128,574   129,720 -1,146
11,081   8,439 2,642
10,808   8,499 2,309
18,265   14,728 3,537
13,376   14,591 -1,215
15,956   12,311 3,645
10,930   8,230 2,700
9,527   16,050 -6,523
18,907   24,904 -5,997
160,697   128,468 32,229
8,625   7,091 1,534
16,059   11,757 4,302
25,510   16,176 9,334
10,534   16,023 -5,489
19,580   19,454 126
23,918   14,213 9,705
128,969   112,686 16,283
46,781   37,253 9,528
4,095   2,426 1,669
15,156   8,896 6,260
10,315   8,317 1,998
13,524   15,620 -2,096
5,233   14,979 -9,746
10,626   8,390 2,236
17,310   2,876 14,434
9,152   7,956 1,196
16,436   14,566 1,870
12,584   8,594 3,990
11,106   14,237 -3,131
8,188   15,742 -7,554
5,065   7,591 -2,526
17,723   15,764 1,959
12,247   7,472 4,775
19,610   9,076 10,534
7,783   7,857 -74
15,022   8,039 6,983
3   8 -5
9,741   8,751 990
8,311   8,067 244
9,057   2,185 6,872
9,810   6,302 3,508
22,223   14,595 7,628
8,910   7,506 1,404
9,153   5,648 3,505
9,031   6,685 2,346
9,528   8,782 746
11,215   9,476 1,739
167,631   152,890 14,741
39,505   41,903 -2,398
9,911   9,546 365
24,136   28,528 -4,392
8,504   7,942 562
10,340   9,885 455
12,663   14,536 -1,873
1   4 -3
83,329   85,931 -2,602
54,719   58,118 -3,399
123   53 70
3   9 -6
16,746   6,369 10,377
2,463   1,513 950
10,667   14,434 -3,767
7,757   7,364 393
8,647   8,230 417
7,754   4,931 2,823
8,400   7,494 906
12,425   9,966 2,459
10,308   8,412 1,896
10,416   8,404 2,012
75,233   75,860 -627
6,861   8,136 -1,275
13,647   9,281 4,366
7,289   8,299 -1,010
9,561   7,952 1,609
84,965   84,024 941
40,836   28,352 12,484
63,103   66,934 -3,831
13,166   9,226 3,940
34,619   28,456 6,163
11,680   8,620 3,060
9,545   5,411 4,134
10,728   5,739 4,989
29,384   29,779 -395
13,171   5,476 7,695
16,080   10,155 5,925
8,339   4,007 4,332
9,358   6,789 2,569
12,247   10,420 1,827
81,375   83,446 -2,071
6,821   7,998 -1,177
8,275   8,162 113
12,006   14,525 -2,519
13,794   7,933 5,861
591   551 40
5,203   14,253 -9,050
12,013   7,585 4,428
7,974   7,045 929
15,498   14,815 683
8,139   8,275 -136
15,972   11,396 4,576
8,064   7,206 858
8,437   7,209 1,228
5,345   6,188 -843
13,143   8,807 4,336
9,649   6,850 2,799
7,665   6,439 1,226
12,168   8,025 4,143
13,334   6,358 6,976
21,086   12,388 8,698
11,701   9,631 2,070
11,194   16,137 -4,943
12,792   7,876 4,916
10,153   7,780 2,373
8,501   7,781 720
7   20 -13
1   1  
467   840 -373
5,648   4,410 1,238
5,019   4,834 185
5,000   5,020 -20
4   4  
9,950   7,875 2,075
16,915   16,695 220
15,492   14,598 894
15,546   8,435 7,111
10,790   6,073 4,717
8,150   7,478 672
8,364   7,925 439
18,032   14,763 3,269
7,891   8,930 -1,039
8,675   8,444 231
17,421   16,671 750
20,232   17,041 3,191
19,074   16,087 2,987
9,026   8,528 498
13,469   7,152 6,317
16,170   16,152 18
11,261   8,940 2,321
9,584   8,008 1,576
13,089   4,734 8,355
10,292   2,070 8,222
91,950   98,571 -6,621
10,508   8,675 1,833
18,444   20,991 -2,547
7,957   6,279 1,678
12,827   7,065 5,762
37,238   30,000 7,238
5,954   5,688 266
8,097   6,354 1,743
9,719   7,892 1,827
15,965   15,537 428
10,231   6,208 4,023
16,639   15,862 777
7,502   8,462 -960
8,761   7,658 1,103
10,673   9,377 1,296
9,166   8,189 977
12,545   13,427 -882
10,003   8,667 1,336
17,981   16,336 1,645
8,918   6,636 2,282
9,569   8,089 1,480
8,018   7,899 119
2,872   5,681 -2,809
10,637   9,682 955
8,228   8,568 -340
30,219   20,163 10,056
8,033   7,957 76
23,226   17,210 6,016
26,463   25,805 658
28,706   26,299 2,407
92,460   44,558 47,902
11,111   8,592 2,519
170,222   161,024 9,198
9,202   9,242 -40
12,966   1,217 11,749
8,126   6,799 1,327
161,051   161,847 -796
92,728   92,636 92
9,274   7,147 2,127
8,815   5,399 3,416
44,863   33,277 11,586
11,034   5,302 5,732
16,170   16,082 88
10,406   8,250 2,156
11,027   7,781 3,246
44,080   44,614 -534
8,458   8,066 392
12,040   17,438 -5,398
8,375   4,910 3,465
9,023   3,544 5,479
9,655   5,522 4,133
6,811   7,980 -1,169
10,488   8,298 2,190
11,837   8,513 3,324
11,316   7,892 3,424
7,871   7,858 13
11,713   5,795 5,918
9,327   8,273 1,054
11,527   7,847 3,680
      21,187
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       -4,879
b       2,851
c       2,055
d       178
e       37
      6,240
      -3,077
      -4,798
      1,431
      -972
      2,558
      3,963
      1,842
      1,311
      6,589
      6,511
      17,035
      -1,146
      2,642
      2,309
      3,537
      -1,215
      3,645
      2,700
      -6,523
      -5,997
      32,229
      1,534
      4,302
      9,334
      -5,489
      126
      9,705
      16,283
      9,528
      1,669
      6,260
      1,998
      -2,096
      -9,746
      2,236
      14,434
      1,196
      1,870
      3,990
      -3,131
      -7,554
      -2,526
      1,959
      4,775
      10,534
      -74
      6,983
      -5
      990
      244
      6,872
      3,508
      7,628
      1,404
      3,505
      2,346
      746
      1,739
      14,741
      -2,398
      365
      -4,392
      562
      455
      -1,873
      -3
      -2,602
      -3,399
      70
      -6
      10,377
      950
      -3,767
      393
      417
      2,823
      906
      2,459
      1,896
      2,012
      -627
      -1,275
      4,366
      -1,010
      1,609
      941
      12,484
      -3,831
      3,940
      6,163
      3,060
      4,134
      4,989
      -395
      7,695
      5,925
      4,332
      2,569
      1,827
      -2,071
      -1,177
      113
      -2,519
      5,861
      40
      -9,050
      4,428
      929
      683
      -136
      4,576
      858
      1,228
      -843
      4,336
      2,799
      1,226
      4,143
      6,976
      8,698
      2,070
      -4,943
      4,916
      2,373
      720
      -13
       
      -373
      1,238
      185
      -20
       
      2,075
      220
      894
      7,111
      4,717
      672
      439
      3,269
      -1,039
      231
      750
      3,191
      2,987
      498
      6,317
      18
      2,321
      1,576
      8,355
      8,222
      -6,621
      1,833
      -2,547
      1,678
      5,762
      7,238
      266
      1,743
      1,827
      428
      4,023
      777
      -960
      1,103
      1,296
      977
      -882
      1,336
      1,645
      2,282
      1,480
      119
      -2,809
      955
      -340
      10,056
      76
      6,016
      658
      2,407
      47,902
      2,519
      9,198
      -40
      11,749
      1,327
      -796
      92
      2,127
      3,416
      11,586
      5,732
      88
      2,156
      3,246
      -534
      392
      -5,398
      3,465
      5,479
      4,133
      -1,169
      2,190
      3,324
      3,424
      13
      5,918
      1,054
      3,680
       
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 2 534,383
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 136,255 2,980,879 0.04571
2011 146,382 3,007,106 0.048679
2010 132,396 2,793,015 0.047403
2009 123,091 2,500,557 0.049225
2008 174,956 2,948,595 0.059335
2 Total of line 1, column (d) ...................... 2 0.250352
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 0.05007
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 3,042,811
5 Multiply line 4 by line 3....................... 5 152,354
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 5,553
7 Add lines 5 and 6......................... 7 157,907
8 Enter qualifying distributions from Part XII, line 4.............. 8 146,150
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 11,106
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 11,106
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 11,106
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 2,172
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 2,172
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 8,934
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)
    bulletCO
    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 ofbulletUS BANK Telephone no.bullet (503) 464-3580
    Located atbullet555 SW OAKPORTLANDOR ZIP+4bullet97204
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    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
    US BANK TRUSTEE
    1
    51,754    
    PO BOX 3168
    PORTLAND,OR97208
    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
    152,141
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    11,106
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    11,106
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    141,035
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    141,035
    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
    141,035
    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 7 141,035
    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....... 12,383
    b From 2009....... 0
    c From 2010....... 0
    d From 2011....... 0
    e From 2012....... 0
    fTotal of lines 3a through e......... 12,383
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 146,150
    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..... 141,035
    e Remaining amount distributed out of corpus 5,115
    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 17,498
    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) ...
    12,383
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......
    5,115
    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.... 5,115
    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
    SHRINERS HOSPITALS FOR CHILDREN
    P O BOX 31356
    TAMPA,FL33631
    NONE PUBLIC GENERAL PURPOSE 55,728
    FLORENCE CRITTENTON HOME
    846 5TH AVE
    HELENA,MT59601
    NONE PUBLIC GENERAL PURPOSE 6,966
    CRAIG HOSPITAL FOUNDATION
    3425 S CLARKSON ST
    ENGLEWOOD,CO80113
    NONE PUBLIC GENERAL PURPOSE 13,932
    CATHOLIC CHARITIES & COMM
    MARGERY REED
    4045 PECOS STREET
    DENVER,CO80211
    NONE PUBLIC GENERAL PURPOSE 6,966
    FLORENCE CRITTENTON SERVICES OF CO
    55 SOUTH ZUNI STREET
    DENVER,CO80223
    NONE PUBLIC GENERAL SUPPORT 6,966
    VISITING NURSE CORP OF COLORADO INC
    390 GRANT STREET
    DENVER,CO80203
    NONE PUBLIC GENERAL SUPPORT 13,932
    LONGMONT PUBLIC LIBRARY
    409 4TH AVENUE
    LONGMONT,CO80501
    NONE PUBLIC GENERAL PURPOSE 6,966
    THE DENVER FOUNDATION
    55 MADISON ST
    DENVER,CO80246
    NONE PUBLIC GENERAL PURPOSE 6,966
    THE SALVATION ARMY
    PO BOX 2369
    DENVER,CO80201
    NONE PUBLIC GENERAL PURPOSE 20,898
    Total .................................bullet 3a 139,320
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............
             
    4 Dividends and interest from securities....     14 69,132  
    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 .............
        18 534,383  
    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)..   603,515  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13603,515
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 AccountingFeesSchedule
    Name:
    J EMPSON IRREV TW FBO CHARITIES 89264001
    EIN: 84-6018511
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    J EMPSON IRREV TW FBO CHARITIES 89264001
    EIN: 84-6018511
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AMERICAN CENTY INTL BOND FD    
    CREDIT SUISSE COMM RET ST CO    
    NUVEEN CORE BOND FD    
    NUVEEN INFLATION PRO SEC 61,950 63,325
    LOOMIS SAYLES ABS STRAT Y    
    NUVEEN HIGH INCOME BOND FD CL 129,619 132,145
    OPPENHEIMER SR FLOAT RATE Y 121,044 124,266
    GOLDMAN SACHS COMM 157,144 156,868
    I SHARES BARCLAYS 1 3 YR CR 155,568 155,554
    LOOMIS SAYLES GLBL BD 86,130 84,354
    LOOMIS SAYLES STRATEGIC ALPHA 138,410 140,685
    PIMCO TOTAL RETURN FD 129,689 128,131
    RIDGEWORTH INST US GOV SEC UIT 68,518 68,586
    TCW EMERGING MARKETS INC FD 50,762 50,395

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    J EMPSON IRREV TW FBO CHARITIES 89264001
    EIN: 84-6018511
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M CO 18,057 24,544
    APPLE INC 13,312 24,685
    AVALONBAY CMNTYS    
    CAMERON INTL    
    CERNER CORP    
    CITIGROUP 16,602 20,323
    DISNEY WALT CO    
    FREEPORT-MCMORAN COPPER GOLD    
    GENERAL DYNAMICS 12,589 17,199
    GOOGLE INC 16,348 32,501
    HALLIBURTON CO    
    INTERNATIONAL BUSINESS MACHINE 12,676 18,945
    JP MORGAN CHASE & CO 18,842 20,760
    JOHNSON & JOHNSON 14,834 20,425
    KIMBERLY CLARK CORP    
    MCDONALDS CORP    
    METLIFE INC    
    MICROSOFT CORP 20,400 24,915
    NIKE INC    
    NUVEEN SMALL CAP GWTH OPP    
    PNC FINANCIAL    
    SCHEIN HENRY INC    
    STAPLES INC    
    T ROWE PRICE SC STOCK 24,871 32,405
    TEXAS INSTRUMENTS INC    
    UNITED TECHNOLOGIES CORP    
    AXA ADR 11,343 12,411
    ABB LTD ADR    
    ACCENTURE LTD    
    ANGLO AMERICAN PLC ADR    
    BANCO SANTANDER CENT HISPANO    
    BRITISH AMERN TOB    
    COMPANHIA DE BEBIDAS    
    DBS GROUP HOLDINGS LTD 7,982 9,226
    ERSTE GROUP BANK AG ADR 3,791 1,830
    KEPPEL CORP LTD SPONS ADR    
    KONINKLIJKE KPN NV SP ADR 8,680 1,519
    MANULIFE FINANCIAL    
    MITSUI & CO LTD SPSD ADR 12,251 12,603
    NATIONAL GRID PLC SP ADR    
    NESTLE S A SPONSORED ADR    
    NUVEEN MID CAP GROWTH    
    NUVEEN REAL ESTATE SEC 81,274 92,564
    NOVARTIS AG ADR 12,608 12,861
    PETROLEO BRASILEIRO SA PETROBR    
    SCHLUMBERGER LTD 19,254 20,725
    STATOIL ASA ADR    
    TOTAL SA ADR REPSTG    
    AMERICAN ELECTRIC POWER    
    EXXON MOBIL 20,619 22,770
    PRICELINE COM    
    VARIAN MED SYS    
    WAL MART STORES 12,459 20,459
    SANOFI AVENTIS ADR REPSTG    
    ISHARES MSCI EMERGING MKTS    
    ORACLE 24,669 27,165
    T ROWE PRICE MID CAP VALUE    
    T ROWE PRICE SMALL CAP VALUE    
    UNILEVER PLC    
    BORG WARNER INC    
    CELGENE CORP    
    COGNIZANT TECH SOLUTIONS    
    DIRECTV    
    DOVER CORP    
    E M C CORP 14,441 15,115
    FRONTIER COMMUNICATIONS CORP    
    UNION PACIFIC CORP    
    B H P BILLITON PLC SPSD A D R    
    SOCIETE GENERALE FRANCE    
    VODAPHONE GROUP PLC ADR 12,993 13,562
    ANADARKO PETROLEUM CORP    
    ALLERGAN INC    
    AMAZON COM INC    
    BROADCOM CORP CL A    
    DEERE & CO    
    DU PONT E I DE NEMOURS & CO    
    E BAY INC    
    EQUINIC INC    
    FLOUR CORP    
    LAUDER ESTEE COS INC CL A    
    PIONEER NAT RES CO    
    RALPH LAUREN CORP    
    ROCKWELL AUTOMATION INC    
    THE GAP INC    
    VMWARE INC CL A    
    ALLIANZ SE ADR    
    BT GROUP PLC ADR    
    BAIDU COM INC ADR    
    DIAGEO PLC SPONSORED ADR    
    E ON AG ADR 6,518 1,793
    HITACHI LTD 19,032 19,867
    LUKOIL SPON ADR    
    SANDS CHINA LTD UNSPONS    
    E I I INTL PPTY 45,424 46,547
    FORWARD INTERNATIONAL REAL EST 46,364 45,149
    BAXTER INTERNATIONAL INC 13,195 13,562
    BED BATH & BEYOND INC 20,508 22,484
    CAPITAL ONE FINANCIAL CORP 19,521 22,983
    CHEVRON CORP 25,658 27,480
    CUMMINS INC 19,085 21,850
    EMERSON ELEC CO 17,347 18,949
    HASBRO INC 16,366 20,629
    INTEL CORP 19,898 21,024
    MATTEL INC 22,125 26,407
    NORFOLK SOUTHN CORP 18,823 21,351
    PARKER HANNIFIN CORP 18,317 22,512
    QUALCOMM INC 23,375 26,730
    STRYKER CORP 11,942 15,028
    UNUM GROUP 17,640 19,645
    WESTERN DIGITAL CORP 17,966 25,590
    ACCOR SA ADR 13,015 13,579
    ACE LTD 18,628 21,224
    AISIN SEIDO CO LTD UNSP ADR 12,319 12,505
    AMERICA MOVIL ADR 12,859 13,321
    ANHEUSER BUSCH INBEV NV ADR 16,092 19,163
    ASAHI KASEI CORP ADR 12,598 12,711
    BANCO BILBAO VIZCAYA ARGEN ADR 8,313 10,655
    BARCLAYS PLC ADR 12,607 13,054
    BOMDARDIER INC CL B 18,919 18,248
    CAPGEMINI SA ADR 12,957 13,717
    CHECK POINT SOFTWARE TECH LTD 12,336 12,900
    DAIMIER AG 19,108 20,426
    DEUTSCHE BOERSE AG UNSPN ADR 13,552 14,520
    EUROPEAN AERO DEFENSE SPACE CO 13,080 14,554
    GEA GROUP AG SPON ADR 12,055 12,741
    HEINEKEN NV SPN ADR 12,628 12,491
    ICAP PIC ADR 13,158 14,412
    IPSEN SA SPONSORED ADR 11,715 11,970
    JULIUS BAER GROUP LTD ADR 8,295 8,589
    KAO CORP ADR 12,679 12,344
    KOMATSU LTD ADR 13,119 13,274
    KONINKLIJKE DSM NV ADR 12,766 12,831
    KONINKLIJKE PHILIPS NVR NY ADR 13,009 13,679
    LVMH MOET HENNESSY LOU VUITT 15,913 16,104
    MITSUBISHI ESTATE LTD ADR 12,915 14,317
    NIPPON TELEGRAPH TELE ADR 12,854 13,655
    NOKIAN TYRES OYJ UNSPON ADR 8,307 9,112
    PORSCHE AUTOMOBIL HLDG 12,089 12,709
    REPSOL SA 12,719 12,898
    ROCHE HLDG LTD ADR 12,819 14,742
    ROYAL DUTCH SHELL PIC ADR 29,628 30,646
    SAP AG ADR 20,388 23,092
    SBERBANK SPONSORED ADR 11,837 11,187
    SECOM COMPANY LIMITED ADR 12,920 13,163
    SEVEN & I HLDGS UNSPN ADR 12,920 14,004
    SONY FINANCIAL HOLD ADR 12,866 12,866
    SUMITOMO MITSUI FINL GROUP ADR 13,034 13,742
    SUNCOR ENERGY INC 11,854 12,268
    SWATCH GROUP AG ADR 8,374 8,466
    SYSMEX CORP UNSPON ADR 8,175 7,718
    TAIWAN SEMICONDUCTOR ADR 15,691 16,132
    TECHNIP-COFLEXIP ADR 11,223 10,751
    TELE2 AB B ADR 11,642 11,297
    TESCO PIC ADR 12,705 12,967
    TORAY INDUSTRIES INC ADR 13,117 12,904
    WPP PLC SPONSORED ADR 8,012 12,060
    ABERDEEN FDS EMERGN MKT 85,270 75,650
    CAUSEWAY EMERGING MKTS 142,302 139,898
    ROBECO BOSTON PARTNERS L S 200,379 207,721
    T ROWE PRICE MID CAP GROWTH 79,078 76,871
    T ROWE PRICE MID CAP VALUE 65,252 78,734

    TY 2013 OtherDecreasesSchedule
    Name:
    J EMPSON IRREV TW FBO CHARITIES 89264001
    EIN: 84-6018511
    Description Amount
    ADJUSTMENT FOR ROUNDING 1


    TY 2013 OtherExpensesSchedule
    Name:
    J EMPSON IRREV TW FBO CHARITIES 89264001
    EIN: 84-6018511
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADR FEES 305 0   305


    TY 2013 TaxesSchedule
    Name:
    J EMPSON IRREV TW FBO CHARITIES 89264001
    EIN: 84-6018511
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 2,037 2,037   0
    FEDERAL TAX PAYMENT - PRIOR YE 1,020 0   0
    FEDERAL ESTIMATES - PRINCIPAL 2,172 0   0
    FOREIGN TAXES ON QUALIFIED FOR 650 650   0
    FOREIGN TAXES ON NONQUALIFIED 288 288   0