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
ELAINE H SNYDER CANCER RESEARCH TRUST
 

Number and street (or P.O. box number if mail is not delivered to street address)HOWARD BODENHEIMER 15760 VENTURABLVD NO 700Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ENCINO, CA914363016
A Employer identification number

95-6781723
B Telephone number (see instructions)

(623) 544-6802
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$1,218,910
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...... 37,731 37,731 37,731
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 56,024
b Gross sales price for all assets on line 6a 651,829
7 Capital gain net income (from Part IV, line 2)... 56,024
8 Net short-term capital gain.........  
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)....... 1,052 1,052 1,052
12 Total. Add lines 1 through 11........ 94,807 94,807 38,783
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 6,000 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 1,100 1,100 0 0
c Other professional fees (attach schedule).... 14,283 14,283 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions) 2,201 2,201 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 441 441 0 0
23 Other expenses (attach schedule)....... 147 147 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 24,172 18,172 0 0
25 Contributions, gifts, grants paid........ 56,904 55,136
26 Total expenses and disbursements. Add lines 24 and 25 81,076 18,172 0 55,136
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 13,731
b Net investment income (if negative, enter -0-) 76,635
c Adjusted net income (if negative, enter -0-)... 38,783
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............... 18,102 13,630 13,630
2 Savings and temporary cash investments.......... 45,202 84,392 84,392
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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 bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges........... 8,683 7,109 7,109
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 369,777 Click to see attachment433,049 457,712
c Investments—corporate bonds (attach schedule)........ 343,896 Click to see attachment357,268 497,229
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 243,195 Click to see attachment148,906 158,838
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,028,855 1,044,354 1,218,910
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................... 55,136 56,904
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).......... 55,136 56,904
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......... 915,644 915,644
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 58,075 71,806
30 Total net assets or fund balances (see page 17 of the
instructions).................... 973,719 987,450
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 1,028,855 1,044,354
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)............... 1 973,719
2 Enter amount from Part I, line 27a..................... 2 13,731
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 987,450
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 987,450
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 USBANCORPDELNEW - 7 SHS   2012-02-16 2013-01-11
b FID ADV EMER MKTS INC- CLI 60 - 729.4 SHS   2012-02-16 2013-01-11
c MCDONALDS CORP - 10 SHS   2012-11-07 2013-01-24
d MCDONALDS CORP - 8 SHS   2012-06-28 2013-01-24
e AVALONBAY CMNTYS INC - 12 SHS   2012-02-16 2013-02-06
AVALONBAY CMNTYS INC - 23 SHS   2012-02-16 2013-02-08
AVALONBAY CMNTYS INC - 3 SHS   2012-02-16 2013-02-15
POTASH CORP SASK - 75 SHS   2012-05-04 2013-02-19
INTEL COOP - 1 SHS   2012-08-24 2013-02-26
JOHNSON JOHNSON - 2 SHS   2012-04-17 2013-02-28
BOEING COMPANY - 17 SHS   2013-02-13 2013-03-14
BOEING COMPANY - 15 SHS   2013-01-17 2013-03-14
JPMORGAN CHASE CO - 19 SHS   2012-05-21 2013-03-25
BOEING COMPANY - 32 SHS   2013-01-17 2013-03-28
CAPITAL ONE FINANCIAL CORP - 15 SHS   2013-01-18 2013-04-11
LAS VEGAS SANDS CORP - 1 SHS   2013-02-26 2013-04-11
LAS VEGAS SANDS CORP - 7 SHS   2012-05-23 2013-04-11
AFIAC INC - 70 SHS   2013-02-07 2013-04-12
FORD MOTOR COMPANY - 199 SHS   2012-06-27 2013-04-12
FORD MOTOR COMPANY - 245 SHS   2012-07-06 2013-04-12
CVS/CAREMARK CORPORATION - 25 SHS   2012-11-09 2013-04-12
JPMORGAN CHASE CO - 16 SHS   2012-05-21 2013-04-12
LAS VEGAS SANDS CORP - 17 SHS   2012-05-23 2013-04-12
UNITEDHEALTH GROUP INC - 4 SHS   2012-06-28 2013-04-12
UNITEDHEALTH GROUP INC - 37 SHS   2012-07-26 2013-04-12
MICROSOFT CORP - 19 SHS   2012-10-05 2013-04-12
MICROSOFT CORP - 27 SHS   2012-11-13 2013-04-12
MICROSOFT CORP - 3 SHS   2012-12-27 2013-04-12
VODAFONE GROUP PLC NEW ADR - 4 SHS   2012-11-09 2013-04-12
VODAFONE GROUP PLC NEW ADR - 23 SHS   2013-01-09 2013-04-12
VODAFONE GROUP PLC NEW ADR - 26 SHS   2013-02-13 2013-04-12
ISHARES INC MSCI MEXICO INV MK - 5 SHS   2013-03-13 2013-04-12
TOTAL FINA ELF S.A. ADR - 28 SHS   2013-01-18 2013-04-12
TOTAL FINA ELF S.A. ADR - 6 SHS   2012-09-25 2013-04-12
CELANESE CORP - 3 SHS   2013-04-12 2013-04-23
DIGITAL RLTYTRINC - 27 SHS   2012-10-04 2013-05-20
DIGITAL RLTYTRINC - 1 SHS   2013-01-29 2013-05-20
QUALCOMM INC - 16 SHS   2013-03-21 2013-06-14
QUALCOMM INC - 20 SHS   2013-04-11 2013-06-14
QUALCOMM INC - 11 SHS   2013-05-21 2013-06-14
JOHNSON JOHNSON - 1 SHS   2013-05-08 2013-06-20
ISHARES MSCI JAPAN - 285 SHS   2013-05-23 2013-06-20
DIGITAL RLTYTRINC - 26 SHS   2012-10-04 2013-06-20
ISHARES TR FTSE XINHAU HK CHIN - 21 SHS   2013-01-08 2013-06-26
ISHARES TR FTSE XINHAU HK CHIN - 9 SHS   2013-04-12 2013-06-26
CVS/CAREMARK CORPORATION - 4 SHS   2012-11-09 2013-07-23
CVS/CAREMARK CORPORATION - 6 SHS   2013-05-22 2013-07-23
CVS/CAREMARK CORPORATION - 4 SHS   2012-08-07 2013-07-23
APACHE CORPORATION COM - 8 SHS   2013-02-15 2013-07-24
CHEVRON CORP - 1 SHS   2013-04-12 2013-07-30
ALLERGAN INC COM - 3 SHS   2013-05-20 2013-08-21
ALLERGAN INC COM - 16 SHS   2013-05-01 2013-08-21
ENSCO PLC-CLA - 17 SHS   2013-04-02 2013-08-22
ENSCO PLC-CLA - 14 SHS   2013-07-24 2013-08-22
SANTANDER FIN PFD SA UNI 10.50 - 500 SHS   2012-09-06 2013-08-23
WFADV ULTRA SH-TRM MUNI INC-I - 12448.13 SHS   2013-05-17 2013-08-23
ENSCO PLC-CLA - 25 SHS   2013-04-02 2013-08-23
ENSCO PLC-CLA - 8 SHS   2013-04-03 2013-08-23
ENSCO PLC-CLA - 13 SHS   2013-04-03 2013-08-26
ENSCO PLC-CLA - 20 SHS   2013-04-12 2013-08-26
TEVA PHARMACEUTICAL INDUSTRIE - 10 SHS   2012-10-05 2013-08-29
TEVA PHARMACEUTICAL INDUSTRIE - 27 SHS   2013-02-26 2013-08-29
TEVA PHARMACEUTICAL INDUSTRIE - 20 SHS   2013-03-28 2013-08-29
UNITEDHEALTH GROUP INC - 13 SHS   2013-07-24 2013-09-04
AQR MANAGED FUTURES STR-I - 94.84 SHS   2013-08-23 2013-09-09
APPLE COMPUTER INC COM - 2 SHS   2013-01-24 2013-09-09
APPLE COMPUTER INC COM - 2 SHS   2013-01-24 2013-09-10
LAS VEGAS SANDS CORP - 9 SHS   2013-07-25 2013-09-11
ACE LIMITED - 8 SHS   2013-05-22 2013-09-12
ORACLE CORPORATION - 111 SHS   2013-03-22 2013-09-19
ORACLE CORPORATION - 80 SHS   2013-03-25 2013-09-19
ORACLE CORPORATION - 73 SHS   2013-05-03 2013-09-19
ORACLE CORPORATION - 2 SHS   2013-05-22 2013-09-19
PUBLIC SVC ENTERPRISE GROUP IN - 13 SHS   2013-05-24 2013-10-17
GENERAL ELECTRIC CO - 6 SHS   2013-07-12 2013-10-21
TOTAL FINA ELF S.A. ADR - 4 SHS   2013-02-14 2013-10-23
TOTAL FINA ELF S.A. ADR - 25 SHS   2013-05-21 2013-10-23
APPLE COMPUTER INC COM - 2 SHS   2013-04-22 2013-10-29
APPLE COMPUTER INC COM - 2 SHS   2013-02-03 2013-10-29
APPLE COMPUTER INC COM - 2 SHS   2013-09-11 2013-10-29
UNITEDHEALTH GROUP INC - 8 SHS   2013-10-17 2013-10-30
ISHARES INC MSCI SOUTH KOREA 1 - 1 SHS   2013-01-09 2013-11-01
ISHARES INC MSCI SOUTH KOREA 1 - 8 SHS   2012-12-19 2013-11-01
MICROSOFT CORP - 33 SHS   2013-08-01 2013-11-07
MICROSOFT CORP - 15 SHS   2013-09-03 2013-11-07
ABBVIE INC - 7 SHS   2013-05-28 2013-11-12
COMCAST CORP CLASS A - 53 SHS   2013-07-12 2013-11-14
DEERE CO - 6 SHS   2013-09-26 2013-11-19
ISHARES INC MSCI MEXICO INV MK - 5 SHS   2013-03-13 2013-11-20
(SHARES MSCI CHILE INVESTABL - 9 SHS   2013-04-12 2013-11-20
ISHARES MSCI CHILE INVESTABL - 2 SHS   2012-11-27 2013-11-20
ISHARES INC MSCI MEXICO INV MK - 8 SHS   2013-04-24 2013-11-20
ISHARES MSCI BRAZIL - 16 SHS   2013-04-02 2013-11-20
ISHARES MSCI BRAZIL - 21 SHS   2013-01-30 2013-11-20
ISHARES MSCI BRAZIL - 40 SHS   2013-01-09 2013-11-20
ISHARES INC MSCI MEXICO INV MK - 14 SHS   2013-05-22 2013-11-20
ISHARES INC MSCI MEXICO INV MK - 1 SHS   2013-05-07 2013-11-20
PHILIP MORRIS INTERNATIONAL IN - 5 SHS   2013-08-02 2013-11-22
PHILIP MORRIS INTERNATIONAL IN - 5 SHS   2013-07-24 2013-11-22
PHILIP MORRIS INTERNATIONAL IN - 1 SHS   2013-05-21 2013-11-22
PHILIP MORRIS INTERNATIONAL IN - 7 SHS   2013-09-11 2013-11-22
PHILIP MORRIS INTERNATIONAL IN - 3 SHS   2013-10-21 2013-11-22
EPR PROPERTIES - 30 SHS   2013-04-26 2013-12-11
ISHARES S&P LATIN AMERICA 40 - 173 SHS   2013-11-20 2013-12-23
APPLE COMPUTER INC COM - 2 SHS   2013-01-24 2013-04-12
APPLE COMPUTER WASH SALE DISALLOWED      
ISHARES INC MSCI SOUTH KOREA 1 - 10 SHS   2013-01-16 2013-04-12
ISHARES INC MSCI SOUTH KOREA WASH SALE DISALLOWED P    
ISHARES SILVER TR - 112 SHS   2013-04-22 2013-05-17
CAPITAL ONE FINANCIAL CORP - 21 SHS   2011-07-14 2013-01-08
CELGENE CORP COM - 17 SHS   2011-11-01 2013-01-16
MCDONALDS CORP - 12 SHS   2011-01-28 2013-01-24
INTEL CORP - 33 SHS   2012-02-16 2013-02-26
PHILIP MORRIS INTERNATIONAL IN - 43 SHS   2012-01-18 2013-02-27
JOHNSON JOHNSON - 1 SHS   2005-03-30 2013-02-28
COMCAST CORP CLASS A - 28 SHS   2011-01-28 2013-03-04
GOOGLE INC - 2 SHS   2011-04-15 2013-03-14
VODAFONE GROUP PLC NEW ADR - 62 SHS   2011-11-17 2013-04-08
ALLERGAN INC COM - 8 SHS   2012-02-16 2013-04-08
CAPITAL ONE FINANCIAL CORP - 30 SHS   2011-07-14 2013-04-11
CAPITAL ONE FINANCIAL CORP - 1 SHS   2012-02-16 2013-04-11
MCDONALDS CORP - 13 SHS   2011-01-28 2013-04-11
VODAFONE GROUP PLC NEW ADR - 32 SHS   2011-06-24 2013-04-12
PUBLIC SVC ENTERPRISE GROUP IN - 46 SHS   2012-02-16 2013-04-12
BERSHIRE HATHAWAY INC. - 9 SHS   2012-02-16 2013-04-12
CAPITAL ONE FINANCIAL CORP - 14 SHS   2012-02-16 2013-04-12
CEF ISHARES S&P SMALL CAP 600 - 10 SHS   2012-02-16 2013-04-12
ISHARES S&P MIDCAP 400 GROWTH - 39 SHS   2012-02-16 2013-04-12
ALLERGAN INC COM - 10 SHS   2012-02-16 2013-04-12
ACCENTURE PLC - 1 SHS   2011-12-16 2013-04-12
VODAFONE GROUP PLC NEW ADR - 53 SHS   2011-11-17 2013-04-12
MICROSOFT CORP - 28 SHS   2011-04-07 2013-04-12
MICROSOFT CORP - 96 SHS   2012-02-16 2013-04-12
GOOGLE INC - 1 SHS   2011-04-15 2013-04-12
ISHARES S&P MIDCAP 400 VALUE - 31 SHS   2012-02-16 2013-04-12
PHILIP MORRIS INTERNATIONAL IN - 8 SHS   2012-01-18 2013-04-12
USBANCORPDELNEW - 22 SHS   2012-02-16 2013-04-12
GOLDMAN SACHS GROUP INC - 2 SHS   2011-10-13 2013-04-12
ACCENTURE PLC - 11 SHS   2011-08-18 2013-04-12
APACHE CORPORATION COM - 38 SHS   2011-01-28 2013-04-12
DIAGEOPLC-ADR - 4 SHS   2011-01-12 2013-04-12
UNITED PARCEL SERVICE-CL B - 51 SHS   2012-02-16 2013-04-12
MCDONALDS CORP - 24 SHS   2011-01-28 2013-04-12
COMCAST CORP CLASS A - 13 SHS   2011-01-28 2013-04-12
PUBLIC SVC ENTERPRISE GROUP IN - 3 SHS   2012-02-16 2013-04-22
CELANESE CORP - 13 SHS   2012-03-05 2013-04-23
CELANESE CORP - 11 SHS   2011-08-10 2013-04-23
GOOGLE INC - 1 SHS   2011-04-15 2013-04-26
MICROSOFT CORP - 9 SHS   2011-04-29 2013-05-03
MICROSOFT CORP - 22 SHS   2011-04-07 2013-05-03
CAPITAL ONE FINANCIAL CORP - 4 SHS   2012-02-16 2013-05-10
CAPITAL ONE FINANCIAL CORP - 37 SHS   2012-01-20 2013-05-10
AQR MANAGED FUTURES STR-I - 470.81 SHS   2012-02-16 2013-05-17
MERGER FD SH BEN INT 260 - 1338.43 SHS   2012-02-16 2013-05-17
VODAFONE GROUP PLC NEW ADR - 18 SHS   2011-06-24 2013-06-04
QUALCOMM INC - 23 SHS   2012-04-19 2013-06-14
CVS/CAREMARK CORPORATION - 20 SHS   2012-07-19 2013-07-23
APACHE CORPORATION COM - 12 SHS   2011-01-28 2013-07-24
APACHE CORPORATION COM - 12 SHS   2012-02-16 2013-07-24
APACHE CORPORATION COM - 24 SHS   2012-05-30 2013-07-24
ACCENTURE PLC - 5 SHS   2011-08-18 2013-08-02
QUALCOMM INC - 25 SHS   2012-06-14 2013-08-05
QUALCOMM INC - 11 SHS   2012-04-19 2013-08-05
QUALCOMM INC - 34 SHS   2012-05-16 2013-08-05
ALLERGAN INC COM - 8 SHS   2012-08-17 2013-08-21
ALLERGAN INC COM - 58 SHS   2012-02-02 2013-08-21
ALLERGAN INC COM - 15 SHS   2012-02-16 2013-08-21
NUVEEN HIGH YIELD MUNI BD-R 16 - 1880.82 SHS   2012-02-16 2013-08-23
WELLS FARGO ADV HI INC-INS 311 - 667.56 SHS   2012-02-16 2013-08-23
PRINCIPAL PREFERRED SEC-INS 49 - 1524.39 SHS   2012-02-16 2013-08-23
TEVA PHARMACEUTICAL INDUSTRIE - 3 SHS   2011-01-28 2013-08-26
TEVA PHARMACEUTICAL INDUSTRIE - 47 SHS   2011-01-28 2013-08-28
UNITEDHEALTH GROUP INC - 4 SHS   2012-07-26 2013-09-04
UNITEDHEALTH GROUP INC - 10 SHS   2011-01-28 2013-09-04
AQR MANAGED FUTURES STR-I - 2365.79 SHS   2012-02-16 2013-09-09
(SHARES MSCI RUSSIA - 8 SHS   2012-02-16 2013-09-10
LAS VEGAS SANDS CORP - 16 SHS   2012-05-23 2013-09-11
ACE LIMITED - 7 SHS   2012-02-16 2013-09-12
ACE LIMITED - 46 SHS   2011-08-10 2013-09-12
ACE LIMITED - 16 SHS   2012-06-28 2013-09-12
ACE LIMITED - 27 SHS   2011-08-10 2013-09-16
PUBLIC SVC ENTERPRISE GROUP LIT - 58 SHS   2012-02-16 2013-10-17
GOOGLE INC - 1 SHS   2011-04-15 2013-10-18
CELANESE CORP - 26 SHS   2011-08-10 2013-10-21
LAS VEGAS SANDS CORP - 1 SHS   2012-05-23 2013-10-21
LAS VEGAS SANDS CORP - 45 SHS   2012-06-01 2013-10-21
TOTAL FINA ELF S.A. ADR - 26 SHS   2012-09-25 2013-10-23
APPLE COMPUTER INC COM - 1 SHS   2011-11-11 2013-10-29
UNITEDHEALTH GROUP INC - 36 SHS   2011-01-28 2013-10-30
NATIONAL OILWELL INC COM - 15 SHS   2012-09-18 2013-11-15
NATIONAL OILWELL INC COM - 17 SHS   2012-09-19 2013-11-15
DEERE CO - 8 SHS   2011-02-02 2013-11-19
DEERE CO - 20 SHS   2011-03-08 2013-11-19
DEERE CO - 7 SHS   2011-02-17 2013-11-19
DEERE CO - 20 SHS   2011-03-10 2013-11-19
ISHARES MSCI CHILE INVESTABL - 8 SHS   2012-06-28 2013-11-20
PHILIP MORRIS INTERNATIONAL IN - 5 SHS   2012-01-18 2013-11-22
DEERE CO - 9 SHS   2011-06-30 2013-12-04
DEERE CO - 17 SHS   2012-08-16 2013-12-04
DEERE CO - 21 SHS   2012-02-16 2013-12-04
DEERE CO - 11 SHS   2011-02-17 2013-04-12
DEERE CO WASH SALE DISALLOWED P    
ISHARES INC MSCI SOUTH AFRICA - 8 SHS   2010-01-20 2013-01-09
ISHARES INC MSCI SOUTH AFRICA - 20 SHS   2011-03-17 2013-01-09
ISHARES INC MSCI SOUTH AFRICA - 36 SHS   2010-01-12 2013-01-09
FID ADV EMER MKTS INC- CLI 60 - 765.62 SHS   2011-01-28 2013-01-11
CELGENE CORP COM - 26 SHS   2009-04-02 2013-01-16
CELGENE CORP COM - 5 SHS   2010-12-07 2013-01-16
CELGENE CORP COM - 21 SHS   2008-12-23 2013-01-16
GOOGLE INC - 2 SHS   2010-12-06 2013-01-25
AVALONBAY CMNTYS INC - 20 SHS   2009-08-03 2013-02-15
INTEL CORP - 3 SHS   2003-06-30 2013-02-26
JOHNSON JOHNSON - 29 SHS   2005-04-14 2013-02-28
JOHNSON JOHNSON - 10 SHS   2006-05-25 2013-02-28
GOOGLE INC - 2 SHS   2010-12-06 2013-03-14
JP MORGAN ALERIAN MLP INDEX - 300 SHS   2011-03-17 2013-03-27
CISCO SYSTEMS INC - 128 SHS   2006-10-04 2013-04-05
INTEL CORP - 31 SHS   2003-06-30 2013-04-11
ISHARES INC MSCI CDA INDEX FD - 101 SHS   2011-01-13 2013-04-11
ISHARES MSCI GERMANY INDEX - 18 SHS   2010-10-08 2013-04-12
JOHNSON JOHNSON - 6 SHS   2006-05-25 2013-04-12
GENERAL ELECTRIC CO - 90 SHS   2008-10-02 2013-04-12
ISHARES INC MSCI CDA INDEX FD - 41 SHS   2011-01-13 2013-04-12
DIAGEOPLC-ADR - 4 SHS   2010-01-20 2013-04-12
CISCO SYSTEMS INC - 62 SHS   2006-10-04 2013-04-12
CISCO SYSTEMS INC - 72 SHS   2010-11-11 2013-04-12
CISCO SYSTEMS INC - 100 SHS   2006-05-26 2013-04-26
CISCO SYSTEMS INC - 37 SHS   2010-11-11 2013-04-26
CISCO SYSTEMS INC - 32 SHS   2005-08-02 2013-04-26
MICROSOFT CORP - 19 SHS   2008-07-18 2013-05-03
JP MORGAN ALERIAN MLP INDEX - 96 SHS   2011-03-17 2013-05-10
JP MORGAN ALERIAN MLP INDEX - 59 SHS   2011-03-17 2013-05-13
DIAMOND HILL LONG-SHORT FD CL - 143.68 SHS   2010-03-05 2013-05-17
GATEWAY FUND-Y 1986 - 890.72 SHS   2010-03-05 2013-05-17
MERGER FD SH BEN INT 260 - 943.4 SHS   2011-01-28 2013-05-17
VODAFONE GROUP PLC NEW ADR - 24 SHS   2008-12-23 2013-06-04
VODAFONE GROUP PLC NEW ADR - 61 SHS   2008-12-23 2013-06-14
(SHARES MSCI CHILE INVESTABL - 10 SHS   2011-03-17 2013-06-20
DIGITAL RLTYTRINC - 9 SHS   2011-01-28 2013-06-20
JOHNSON JOHNSON - 44 SHS   2006-05-25 2013-06-20
(SHARES MSCI CHILE INVESTABL - 7 SHS   2010-08-23 2013-06-20
APACHE CORPORATION COM - 20 SHS   2010-01-20 2013-07-24
DIGITAL RLTYTRINC - 27 SHS   2011-01-28 2013-07-25
DIGITAL RLTYTRINC - 25 SHS   2011-01-28 2013-07-26
AMERICAN CAMPUS CMNTYS INC - 117 SHS   2011-01-28 2013-07-26
CHEVRON CORP - 26 SHS   2010-01-20 2013-07-30
TEVA PHARMACEUTICAL INDUSTRIE - 22 SHS   2010-04-14 2013-08-01
DIGITAL RLTYTRINC - 52 SHS   2011-01-28 2013-08-05
AMERICAN CAMPUS CMNTYS INC - 58 SHS   2011-01-28 2013-08-05
HCP INC - 20 SHS   2010-08-23 2013-08-22
VODAFONE GROUP PLC NEW ADR - 60 SHS   2008-12-23 2013-08-22
PUBLIC STORAGE 6.50% PFD - 400 SHS   2010-10-04 2013-08-23
FID ADV EMER MKTS INC- CL1 60 - 129.7 SHS   2011-01-28 2013-08-23
PRINCIPAL PREFERRED SEC-INS 49 - 1491.05 SHS   2011-03-17 2013-08-23
WELLS FARGO ADV HI INC-INS 311 - 1034.3 SHS   2011-01-28 2013-08-23
DIAMOND HILL LONG-SHORT FD CL - 1235.53 SHS   2010-03-05 2013-08-23
TEVA PHARMACEUTICAL INDUSTRIE - 14 SHS   2010-01-20 2013-08-26
TEVA PHARMACEUTICAL INDUSTRIE - 8 SHS   2010-04-14 2013-08-26
TEVA PHARMACEUTICAL INDUSTRIE - 36 SHS   2009-12-28 2013-08-26
TEVA PHARMACEUTICAL INDUSTRIE - 15 SHS   2009-10-09 2013-08-28
TEVA PHARMACEUTICAL INDUSTRIE - 5 SHS   2009-10-09 2013-08-29
VODAFONE GROUP PLC NEW ADR - 82 SHS   2008-12-23 2013-08-29
AMERICAN CAMPUS CMNTYS INC - 53 SHS   2011-01-28 2013-09-04
HCP INC - 74 SHS   2010-08-23 2013-09-06
ISHARES MSCI CHILE INVESTABL - 11 SHS   2011-03-17 2013-09-09
AMERICAN CAMPUS CMNTYS INC - 88 SHS   2011-01-28 2013-09-09
AMERICAN CAMPUS CMNTYS INC - 84 SHS   2011-01-28 2013-09-16
CHEVRON CORP - 17 SHS   2010-01-20 2013-10-10
GENERAL ELECTRIC CO - 57 SHS   2008-10-02 2013-10-21
MICROSOFT CORP - 14 SHS   2003-03-27 2013-11-07
INTEL CORP - 13 SHS   2003-06-30 2013-11-12
ISHARES MSCI CHILE INVESTABL - 4 SHS   2011-03-17 2013-11-20
ISHARES SILVER TR - 154 SHS   2012-02-16 2013-05-17
ISHARES SILVER TR - 67 SHS   2006-10-04 2013-05-17
ISHARES GOLD TR - 510 SHS   2007-11-06 2013-05-17
ISHARES GOLD TR - 237 SHS   2008-10-17 2013-05-17
ISHARES GOLD TR - 192 SHS   2008-10-17 2013-06-20
ISHARES GOLD TR - 58 SHS   2008-10-17 2013-06-28
ISHARES SILVER TR - 333 SHS   2006-10-04 2013-09-09
ISHARES SILVER TR - 554 SHS   2001-01-01 2013-01-31
ISHARES GOLD TRUST - 1515 SHS   2001-01-01 2013-01-31
ISHARES GOLD TRUST - 1515 SHS   2001-01-01 2013-02-28
ISHARES SILVER TR - 554 SHS   2001-01-01 2013-02-28
ISHARES GOLD TRUST - 1515 SHS   2001-01-01 2013-03-31
ISHARES SILVER TR - 554 SHS   2001-01-01 2013-03-31
ISHARES SILVER TR - 666 SHS   2001-01-01 2013-04-30
ISHARES GOLD TRUST - 1515 SHS   2001-01-01 2013-04-30
ISHARES SILVER TR - 333 SHS   2001-01-01 2013-05-31
ISHARES GOLD TRUST - 768 SHS   2001-01-01 2013-05-31
ISHARES SILVER TR - 333 SHS   2001-01-01 2013-06-30
ISHARES GOLD TRUST - 576 SHS   2001-01-01 2013-06-30
ISHARES GOLD TRUST - 518 SHS   2001-01-01 2013-07-31
ISHARES SILVER TR - 595 SHS   2001-01-01 2013-07-31
ISHARES GOLD TRUST - 518 SHS   2001-01-01 2013-08-31
ISHARES SILVER TR - 912 SHS   2001-01-01 2013-08-31
ISHARES GOLD TRUST - 518 SHS   2001-01-01 2013-09-30
ISHARES SILVER TR - 579 SHS   2001-01-01 2013-09-30
ISHARES GOLD TRUST - 518 SHS   2001-01-01 2013-10-31
ISHARES SILVER TR - 579 SHS   2001-01-01 2013-10-31
ISHARES GOLD TRUST - 518 SHS   2001-01-01 2013-11-30
ISHARES SILVER TR - 579 SHS   2001-01-01 2013-11-30
ISHARES SILVER TR - 579 SHS   2001-01-01 2013-12-31
ISHARES GOLD TR - 518 SHS   2001-01-01 2013-12-31
CAPITAL GAINS 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 234   203 31
b 10,948   10,000 948
c 932   872 60
d 746   703 43
e 1,542   1,594 -52
2,960   3,054 -94
388   398 -10
3,134   3,151 -17
21   25 -4
153   128 25
1,438   1,270 168
1,269   1,106 163
921   618 303
2,738   2,360 378
829   853 -24
55   50 5
386   328 58
3,465   3,514 -49
2,638   1,996 642
3,248   2,320 928
1,430   1,162 268
787   520 267
937   798 139
252   228 24
2,332   1,915 417
548   569 -21
779   735 44
87   80 7
117   106 11
675   610 65
763   697 66
377   363 14
1,365   1,475 -110
293   313 -20
145   131 14
1,711   1,861 -150
63   71 -8
984   1,047 -63
1,230   1,336 -106
677   724 -47
84   85 -1
3,081   3,232 -151
1,498   1,792 -294
678   850 -172
290   323 -33
247   186 61
370   359 11
247   177 70
656   622 34
125   120 5
271   296 -25
1,444   1,605 -161
958   982 -24
789   840 -51
13,255   13,841 -586
60,000   60,000 0
1,431   1,444 -13
458   456 2
750   741 9
1,154   1,126 28
383   402 -19
1,033   1,016 17
765   794 -29
945   941 4
964   975 -11
1,012   928 84
1,006   928 78
571   487 84
732   722 10
3,735   3,549 186
2,692   2,510 182
2,456   2,451 5
67   69 -2
434   440 -6
157   142 15
241   203 38
1,505   1,282 223
1,044   791 253
1,044   859 185
1,044   933 111
543   581 -38
64   63 1
513   527 -14
1,245   1,049 196
566   471 95
333   317 16
2,528   2,346 182
496   501 -5
324   363 -39
432   567 -135
96   120 -24
519   576 -57
760   857 -97
997   1,185 -188
1,900   2,254 -354
908   963 -55
65   73 -8
435   447 -12
435   440 -5
87   94 -7
609   604 5
261   260 1
1,461   1,658 -197
6,291   6,670 -379
860   928 -68
      67
550   622 -72
      72
2,419   2,533 -114
1,301   1,060 241
1,676   1,084 592
1,119   884 235
683   885 -202
3,934   3,180 754
76   70 6
1,124   640 484
1,644   1,079 565
1,766   1,691 75
895   704 191
1,659   1,514 145
55   49 6
1,327   957 370
939   836 103
1,608   1,446 162
960   708 252
755   692 63
925   817 108
4,970   4,353 617
1,153   880 273
77   54 23
1,555   1,445 110
808   735 73
2,769   3,004 -235
786   539 247
3,101   2,630 471
770   592 178
745   639 106
294   190 104
843   544 299
2,861   4,323 -1,462
489   303 186
4,287   3,916 371
2,483   1,767 716
544   297 247
107   94 13
630   600 30
533   443 90
800   539 261
300   230 70
734   577 157
237   198 39
2,192   1,696 496
5,000   4,473 527
21,375   21,000 375
527   471 56
1,415   1,458 -43
1,233   907 326
984   1,365 -381
984   1,294 -310
1,968   1,949 19
372   247 125
1,646   1,441 205
724   697 27
2,239   2,020 219
722   694 28
5,233   4,969 264
1,353   1,321 32
28,269   29,755 -1,486
5,047   5,000 47
15,488   15,000 488
116   164 -48
1,805   2,563 -758
291   207 84
727   413 314
24,036   22,475 1,561
171   201 -30
1,015   749 266
640   513 127
4,206   2,806 1,400
1,463   1,142 321
2,497   1,647 850
1,938   1,823 115
1,001   539 462
1,471   1,047 424
73   47 26
3,275   1,899 1,376
1,565   1,356 209
522   384 138
2,446   1,487 959
1,266   1,225 41
1,434   1,395 39
661   763 -102
1,652   1,797 -145
578   670 -92
1,652   1,744 -92
384   472 -88
435   370 65
762   728 34
1,439   1,271 168
1,777   1,745 32
945   1,053 -108
      78
562   444 118
1,405   1,319 86
2,528   2,046 482
11,492   9,907 1,585
2,563   1,052 1,511
493   287 206
2,070   1,121 949
1,510   1,158 352
2,590   1,169 1,421
62   63 -1
2,212   2,001 211
763   605 158
1,644   1,158 486
13,502   11,013 2,489
2,627   3,024 -397
673   653 20
2,833   3,154 -321
446   409 37
496   363 133
2,110   2,009 101
1,132   1,280 -148
489   280 209
1,321   1,465 -144
1,534   1,486 48
2,051   2,035 16
759   763 -4
656   625 31
634   485 149
4,599   3,524 1,075
2,814   2,166 648
3,000   2,355 645
25,314   22,624 2,690
15,066   15,000 66
703   451 252
1,725   1,145 580
511   659 -148
518   484 34
3,686   2,660 1,026
358   474 -116
1,640   2,130 -490
1,691   1,453 238
1,590   1,345 245
4,671   3,607 1,064
3,262   2,030 1,232
865   1,355 -490
2,823   2,798 25
2,211   1,788 423
802   636 166
1,769   1,127 642
9,916   10,000 -84
1,725   1,678 47
15,149   15,000 149
7,819   7,809 10
26,131   20,250 5,881
542   812 -270
310   493 -183
1,394   2,023 -629
576   775 -199
191   258 -67
2,605   1,540 1,065
1,768   1,633 135
3,040   2,354 686
570   725 -155
3,000   2,711 289
2,999   2,588 411
1,963   1,327 636
1,491   1,272 219
528   348 180
317   274 43
192   264 -72
3,326   4,997 -1,671
1,447   712 735
6,757   4,140 2,617
3,140   1,829 1,311
2,407   1,481 926
683   448 235
7,595   3,539 4,056
7   4 3
5   1 4
5   1 4
6   4 2
5   1 4
7   4 3
7   4 3
5   1 4
3   5 -2
2   1 1
3   5 -2
2   1 1
1   1 0
5   4 1
2   1 1
8   4 4
1   1 0
5   4 1
1   1 0
5   5 0
1   1 0
5   5 0
5   5 0
1   1 0
1,130     1,130
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       31
b       948
c       60
d       43
e       -52
      -94
      -10
      -17
      -4
      25
      168
      163
      303
      378
      -24
      5
      58
      -49
      642
      928
      268
      267
      139
      24
      417
      -21
      44
      7
      11
      65
      66
      14
      -110
      -20
      14
      -150
      -8
      -63
      -106
      -47
      -1
      -151
      -294
      -172
      -33
      61
      11
      70
      34
      5
      -25
      -161
      -24
      -51
      -586
      0
      -13
      2
      9
      28
      -19
      17
      -29
      4
      -11
      84
      78
      84
      10
      186
      182
      5
      -2
      -6
      15
      38
      223
      253
      185
      111
      -38
      1
      -14
      196
      95
      16
      182
      -5
      -39
      -135
      -24
      -57
      -97
      -188
      -354
      -55
      -8
      -12
      -5
      -7
      5
      1
      -197
      -379
      -68
      67
      -72
      72
      -114
      241
      592
      235
      -202
      754
      6
      484
      565
      75
      191
      145
      6
      370
      103
      162
      252
      63
      108
      617
      273
      23
      110
      73
      -235
      247
      471
      178
      106
      104
      299
      -1,462
      186
      371
      716
      247
      13
      30
      90
      261
      70
      157
      39
      496
      527
      375
      56
      -43
      326
      -381
      -310
      19
      125
      205
      27
      219
      28
      264
      32
      -1,486
      47
      488
      -48
      -758
      84
      314
      1,561
      -30
      266
      127
      1,400
      321
      850
      115
      462
      424
      26
      1,376
      209
      138
      959
      41
      39
      -102
      -145
      -92
      -92
      -88
      65
      34
      168
      32
      -108
      78
      118
      86
      482
      1,585
      1,511
      206
      949
      352
      1,421
      -1
      211
      158
      486
      2,489
      -397
      20
      -321
      37
      133
      101
      -148
      209
      -144
      48
      16
      -4
      31
      149
      1,075
      648
      645
      2,690
      66
      252
      580
      -148
      34
      1,026
      -116
      -490
      238
      245
      1,064
      1,232
      -490
      25
      423
      166
      642
      -84
      47
      149
      10
      5,881
      -270
      -183
      -629
      -199
      -67
      1,065
      135
      686
      -155
      289
      411
      636
      219
      180
      43
      -72
      -1,671
      735
      2,617
      1,311
      926
      235
      4,056
      3
      4
      4
      2
      4
      3
      3
      4
      -2
      1
      -2
      1
      0
      1
      1
      4
      0
      1
      0
      0
      0
      0
      0
      0
      1,130
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 56,024
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 3,197
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      
2011      
2010      
2009      
2008      
2 Total of line 1, column (d) ...................... 2  
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  
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4  
5 Multiply line 4 by line 3....................... 5  
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6  
7 Add lines 5 and 6......................... 7  
8 Enter qualifying distributions from Part XII, line 4.............. 8  
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 1,533
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 1,533
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 1,533
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 1,800
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,800
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 267
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet267 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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)
    bulletCA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletMICHELLE MULVEY Telephone no.bullet (623) 544-6802
    Located atbullet14976 W WOODBURY LANESURPRISEAZ ZIP+4bullet85374
    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
     
     
    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
    MICHELLE MULVEY TRUSTEE
    8.00
    6,000 0 0
    14976 W WOODBURY LANE
    SURPRISE,AZ85374
    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.........................bullet0
    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
    58,437
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    1,533
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,533
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    56,904
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    56,904
    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
    56,904
    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 56,904
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 55,136
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 55,136
    a Applied to 2012, but not more than line 2a 55,136
    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..... 0
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2013. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........
    56,904
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............
    0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    GEORGE WASHINGTON UNIVERSITY
    1918 F STREET NW
    WASHINGTON,DC20037
    NONE EXEMPT CANCER RESEARCH 55,136
    Total .................................bullet 3a 55,136
    bApproved for future payment
    GEORGE WASHINGTON UNIVERSITY
    1918 F STREET NW
    WASHINGTON,DC20037
    NONE EXEMPT CANCER RESEARCH 56,904
    Total .................................bullet 3b 56,904
    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 37,731  
    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.....     14 1,052  
    8
    Gain or (loss) from sales of assets other than inventory .............
        18 56,024  
    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).. 0 94,807 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    1394,807
    (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:
    ELAINE H SNYDER CANCER RESEARCH TRUST
    EIN: 95-6781723
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    KENDAL MUELDENER, CPA 1,100 1,100 0 0

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    ELAINE H SNYDER CANCER RESEARCH TRUST
    EIN: 95-6781723
    Name of Bond End of Year Book Value End of Year Fair Market Value
    FIXED INCOME 357,268 497,229

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    ELAINE H SNYDER CANCER RESEARCH TRUST
    EIN: 95-6781723
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EQUITIES 433,049 457,712

    TY 2013 InvestmentsOtherSchedule2
    Name:
    ELAINE H SNYDER CANCER RESEARCH TRUST
    EIN: 95-6781723
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    OTHER INVESTMENTS AT COST 148,906 158,838

    TY 2013 OtherExpensesSchedule
    Name:
    ELAINE H SNYDER CANCER RESEARCH TRUST
    EIN: 95-6781723
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ISHARES INVESTMENT EXPENSE 97 97 0 0
    ATTY GENERAL REGISTRY 50 50 0 0


    TY 2013 OtherIncomeSchedule2
    Name:
    ELAINE H SNYDER CANCER RESEARCH TRUST
    EIN: 95-6781723
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    1099MISC WELLS FARGO 770 770 770
    W/F NONDIVIDEND DIST 282 282 282


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    ELAINE H SNYDER CANCER RESEARCH TRUST
    EIN: 95-6781723
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    WELLS FARGO ADVISORS 14,283 14,283 0 0


    TY 2013 TaxesSchedule
    Name:
    ELAINE H SNYDER CANCER RESEARCH TRUST
    EIN: 95-6781723
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX WITHHELD 454 454 0 0
    2013 EXCISE TAXES ESTIMATE 1,737 1,737 0 0
    FRANCHISE TAX BOARD 10 10 0 0