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
THE GEORGE W ANDREWS CHARITABLE FOUNDATION INC
 

Number and street (or P.O. box number if mail is not delivered to street address)2025 WIMBLEDON LANE   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
UNION, KY41091
A Employer identification number

27-2236905
B Telephone number (see instructions)

(859) 384-7571
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$583,469
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 4  
4 Dividends and interest from securities...... 10,523 10,523  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 68,685
b Gross sales price for all assets on line 6a 500,575
7 Capital gain net income (from Part IV, line 2)... 68,685
8 Net short-term capital gain......... 16,334
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)....... 62 62  
12 Total. Add lines 1 through 11........ 79,274 79,274 16,334
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 1,750     1,750
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions) 1,082 280    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 5,862 5,862    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 8,694 6,142   1,750
25 Contributions, gifts, grants paid........ 123,102 123,102
26 Total expenses and disbursements. Add lines 24 and 25 131,796 6,142   124,852
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -52,522
b Net investment income (if negative, enter -0-) 73,132
c Adjusted net income (if negative, enter -0-)... 16,334
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............... 39,468 34,096 34,096
2 Savings and temporary cash investments..........      
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...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 515,498 Click to see attachment468,707 549,373
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
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) 554,966 502,803 583,469
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......... 554,966 502,803
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).................... 554,966 502,803
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 554,966 502,803
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)............... 1 554,966
2 Enter amount from Part I, line 27a..................... 2 -52,522
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 359
4 Add lines 1, 2, and 3.......................... 4 502,803
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 502,803
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 9 SH INTUITIVE SURGICAL INC. P 2012-11-16 2013-03-07
b 3 SH LIFE TECHNOLOGIES CORP. P 2012-04-16 2013-02-21
c 3 SH NEXEN INC. P 2012-03-28 2013-03-01
d 24 SH VERIFONE SYSTEMS INC. P 2013-01-24 2013-02-28
e 80 SH ABBVIE INC. P 2012-07-30 2013-01-07
SPDR GOLD TR GOLD SHS P 2013-03-12 2013-03-12
14 SH ANALOG DEVICES INC. P 2011-10-27 2013-02-25
21 SH APPLE INC. P 2011-10-27 2013-01-25
23 SH LIFE TECHNOLOGIES CORP. P 2011-10-27 2013-01-18
57 SH LIFE TECHNOLOGIES CORP. P 2011-10-27 2013-02-21
490 SH MICROSOFT CORP. P 2011-10-27 2013-01-14
20 SH EXCEL ENERGY INC. P 2011-10-27 2013-01-22
169 SH ABBVIE INC. P 2011-11-16 2013-01-07
30 SH MCDONALDS CORP. P 2011-05-31 2013-01-15
69 SH MICROSOFT CORP. P 2011-05-31 2013-01-14
15 SH SPDR GOLD TR GOLD SHS P 2011-05-31 2013-01-04
47 SH ANNALY CAP MGMT INC P 2013-07-26 2013-09-24
86 SH ANNALY CAP MGMT INC P 2013-07-26 2013-12-10
55 SH CABLEVISION NY GRP P 2013-07-26 2013-10-02
33 SH EXELON CORPORATION P 2013-07-26 2013-08-20
3 SH GRACE W.R. & CO. P 2013-07-26 2013-12-16
3 SH ITC HLDGS CORP. P 2012-12-17 2013-07-26
CASH IN LIEU-LEIDOS HOLDINGS INC. P 2013-07-26 2013-10-09
56 SH MCKESSON CORPORATION P 2012-11-16 2013-07-26
121 SH MICROSOFT CORP P 2012-08-20 2013-07-26
285 SH NCR CORP NEW P 2012-11-01 2013-07-26
20 SH SCANA CORP NEW P 2013-07-26 2013-10-17
34 SH AMERICAN CAP AGY CORP. P 2011-10-27 2013-07-26
10 SH AVERY DENNISON CORP. P 2011-10-27 2013-07-26
174 SH BOSTON SCIENTIFIC CORP. P 2011-10-27 2013-07-26
5 SH CHUBB CORP. P 2011-10-27 2013-07-26
14 SH DUKE ENERGY CORP. NEW P 2011-10-27 2013-07-26
8 SH ENTERGY CORP NEW P 2011-10-27 2013-07-26
62 SH MARKET VECTORS ETF TR GOLD MINERS P 2012-01-03 2013-07-26
9 SH GENUINE PARTS CO. P 2011-10-27 2013-07-26
47 SH HEINZ HJ CO P 2011-10-27 2013-06-10
4 SH M & T BANK CORPORATION P 2011-10-27 2013-07-26
30 SH MCKESSON CORPORATION P 2011-10-27 2013-07-26
12 SH MATTEL INC P 2011-10-27 2013-07-26
149 SH MICROSOFT CORP P 2011-10-27 2013-07-26
141 SH NOVARTIS ADR P 2011-10-27 2013-07-26
31 SH NEW YORK CMNTY BANCORP P 2011-10-27 2013-07-26
7 SH OMNICOM GROUP P 2011-10-27 2013-07-26
16 SH OMNICOM GROUP P 2011-10-27 2013-07-29
20 SH SUN COMMNTYS INC P 2012-01-11 2013-07-26
9 SH SEMPRA ENERGY P 2011-10-27 2013-07-26
161 SH SANOFI ADR P 2011-10-27 2013-07-26
41 SH TELEPHONE & DATA SYS INC P 2011-10-27 2013-07-26
4 SH ZIMMER HOLDINGS INC P 2011-10-27 2013-07-26
176 SH XEROX CORP P 2011-10-27 2013-07-26
45 SH ANNALY CAP MGMT INC P 2012-08-06 2013-07-26
102 SH AMERICAN INTERNATIONAL GROUP INC P 2012-09-18 2013-07-26
44 SH APACHE CORP P 2012-12-19 2013-07-26
22 SH AUTOMATIC DATA PROC P 2013-07-26 2013-12-10
8 SH BLACKROCK INC P 2013-07-26 2013-08-02
49 SH BERKSHIRE HATHAWAY INC P 2012-08-20 2013-07-26
32 SH BRISTOL-MYERS SQUIBB CO P 2013-07-26 2013-11-20
42 SH CINEMARK HLDGS INC P 2013-02-04 2013-07-26
24 SH DIGITAL RLTY TR INC P 2013-07-26 2013-08-02
166 SH DOLLAR GENERAL CORP P 2012-12-12 2013-07-26
14 SH EXELON CORPORATION P 2012-09-18 2013-07-26
3 SH EMERSON ELEC CO P 2013-07-26 2013-12-31
11 SH GENUINE PARTS CO P 2013-07-26 2013-09-13
6 SH HASBRO INC P 2013-01-08 2013-07-26
75 SH KINDER MORGAN INC P 2013-07-26 2013-09-13
33 SH KINDER MORGAN INC P 2013-07-26 2013-12-10
11 SH KINDER MORGAN INC P 2013-07-26 2013-12-11
60 SH NATIONAL RETAIL PPTYS INC P 2013-07-26 2013-08-21
73 SH SOUTHERN COMPANY P 2013-07-26 2013-11-20
24 SH UNITED TECHS CORP P 2013-07-26 2013-08-21
4 SH WILLIAMS COMPANIES P 2013-07-26 2013-12-31
134 SH AFLAC INC P 2011-10-27 2013-07-26
144 SH ANNALY CAP MGMT INC P 2011-10-27 2013-07-26
100 SH ADVANCE AUTO PARTS INC P 2011-10-27 2013-07-26
33 SH ANALOG DEVICES INC P 2011-10-27 2013-08-21
161 SH BARRICK GOLD CORPORATION P 2011-05-31 2013-07-26
96 SH BRANDYWNE RLTY T SBI NEW P 2011-10-27 2013-07-26
94 SH BORADRIDGE FINL SOLUTIONS INC P 2011-10-27 2013-07-26
33 SH BERKSHIRE HATHAWAY INC P 2011-10-27 2013-07-26
69 SH BABCOCK & WILCOX CO P 2011-05-31 2013-07-26
119 SH CABLEVISION NY GRP P 2011-10-27 2013-07-26
283 SH COGNIZANT TECH SOLUTNS P 2011-10-27 2013-07-26
173 SH CVS CAREMARK CORP P 2011-10-27 2013-07-26
21 SH CHEVRON CORP P 2011-10-27 2013-07-26
1 SH CHEVRON CORP P 2011-10-27 2013-12-31
23 SH CLOROX CO P 2011-10-27 2013-07-26
56 SH ENDURANCE SPECIALTY HLDG P 2011-10-27 2013-07-26
66 SH EXELON CORPORATION P 2011-10-27 2013-07-26
48 SH FIRST AMERICAN FINL CORP P 2011-10-27 2013-07-26
27 SH GRACE W.R. & CO P 2011-12-09 2013-07-26
42 SH HAEMONETICS CORP MASS P 2011-10-27 2013-07-26
8 SH HUDSON CITY BANCORP INC P 2011-10-27 2013-07-26
59 SH HASBRO INC P 2011-10-27 2013-07-26
34 SH INTL BUSINES MACHINES CORP P 2011-05-31 2013-07-26
70 SH INVESCO LTD P 2011-10-27 2013-07-26
1 SH JOHNSON & JOHNSON P 2011-05-31 2013-12-31
82 SH LOCKHEED MARTIN CORP P 2011-10-27 2013-07-26
1 SH MCDONALDS CORP P 2011-05-31 2013-12-31
32 SH ALLERGAN INC P 2012-11-16 2013-07-26
35 SH ACCENTURE PLC P 2012-11-16 2013-07-26
15 SH FASTENAL COMPANY P 2013-02-15 2013-07-26
44 SH INTUIT INC P 2012-11-16 2013-07-26
110 SH INTUIT INC P 2012-11-16 2013-10-04
122 SH REGAL ENTMT GROUP P 2012-12-17 2013-07-26
9 SH ROCKWELL COLLINS INC P 2013-03-11 2013-07-26
146 SH SAIC INC P 2013-01-29 2013-07-26
70 SH SYSCO CORPORATION P 2012-09-28 2013-07-26
104 SH TECO ENERGY INC P 2012-09-17 2013-07-26
73 SH ABBOTT LABS P 2011-11-16 2013-07-26
46 SH CANADIAN PACIFIC RAILWAY LTD P 2012-07-09 2013-07-26
22 SH CH ROBINSON WORLDWIDE INC P 2011-10-27 2013-07-26
15 SH CH ROBINSON WORLDWIDE INC P 2011-10-27 2013-12-12
39 SH CH ROBINSON WORLDWIDE INC P 2011-10-27 2013-12-16
9 SH CH ROBINSON WORLDWIDE INC P 2011-10-27 2013-12-16
5 SH CH ROBINSON WORLDWIDE INC P 2012-02-24 2013-12-16
21 SH CH ROBINSON WORLDWIDE INC P 2012-02-24 2013-12-18
17 SH CH ROBINSON WORLDWIDE INC P 2012-02-24 2013-12-23
53 SH FACTSET RESH SYS INC P 2011-10-27 2013-07-26
5 SH GOOGLE INC P 2011-10-27 2013-07-26
103 SH INTUIT INC P 2012-11-16 2013-11-25
70 SH NISOURCE INC P 2011-10-27 2013-07-26
55 SH NIKE INC P 2012-06-05 2013-07-26
71 SH NIKE INC P 2012-06-05 2013-10-03
1 SH NIKE INC P 2012-08-15 2013-10-03
153 SH OLD REPUB INTL CORP P 2011-10-27 2013-07-26
298 SH ORACLE CORP P 2011-10-27 2013-07-26
20 SH ROCKWELL COLLINS INC P 2011-10-27 2013-07-26
68 SH ST JUDE MEDICAL INC P 2011-10-27 2013-07-26
47 SH SCANA CORP NEW P 2011-10-27 2013-07-26
56 SH SONOCO PRODUCTS CO P 2011-10-27 2013-07-26
83 SH SUNTRUST BKS INC P 2011-10-27 2013-07-26
78 SH TOTAL SA SP ADR P 2011-10-27 2013-07-26
60 SH THERMO FISHER SCIENTIFIC INC P 2011-10-27 2013-07-26
85 SH VARIAN MEDICAL SYS P 2011-10-27 2013-07-26
7 SH VARIAN MEDICAL SYS P 2011-10-27 2013-09-04
8 SH VARIAN MEDICAL SYS P 2011-10-27 2013-09-05
17 SH VARIAN MEDICAL SYS P 2011-10-27 2013-09-05
13 SH VARIAN MEDICAL SYS P 2011-10-27 2013-09-09
26 SH VARIAN MEDICAL SYS P 2011-10-27 2013-09-10
29 SH VARIAN MEDICAL SYS P 2011-10-27 2013-09-10
15 SH VARIAN MEDICAL SYS P 2011-10-27 2013-09-11
246 SH VODAFONE GROUP PLC SP ADR P 2011-10-27 2013-07-26
43 SH XCEL ENERGY INC P 2011-10-27 2013-07-26
273 SH PRICE T ROWE GROUP INC P 2012-11-16 2013-06-13
312 SH QUALCOMM INC P 2011-10-27 2013-06-13
270 SH STARBUCKS CORP P 2011-10-27 2013-06-13
47 SH STARBUCKS CORP P 2012-07-27 2013-06-13
39 SH APPLE INC P 2011-10-27 2013-06-13
2 SH APPLE INC P 2013-02-27 2013-06-13
224 SH HALLIBURTON COMPANY P 2012-06-29 2013-06-13
22 SH INTUITIVE SURGICAL INC P 2012-11-16 2013-06-13
150 SH CHECK POINT SOFTWRE TECH P 2013-01-15 2013-06-13
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 4,621 0 4,791 -170
b 173 0 136 37
c 83 0 53 30
d 457 0 851 -394
e 2,793 0 2,768 25
2 0 0 2
638 0 524 114
9,310 0 8,527 783
1,397 0 980 417
3,282 0 2,430 852
13,193 0 13,360 -167
542 0 525 17
5,900 0 4,724 1,176
2,738 0 2,446 292
1,858 0 1,726 132
2,390 0 2,245 145
571 0 553 18
875 0 1,012 -137
935 0 1,034 -99
993 0 1,038 -45
277 0 226 51
276 0 234 42
11 0 10 1
6,927 0 5,152 1,775
3,797 0 3,718 79
10,059 0 6,636 3,423
924 0 1,038 -114
732 0 938 -206
439 0 284 155
1,895 0 992 903
433 0 350 83
986 0 867 119
560 0 559 1
1,672 0 3,325 -1,653
736 0 533 203
3,408 0 2,525 883
468 0 316 152
3,711 0 2,535 1,176
512 0 348 164
4,676 0 4,062 614
10,114 0 8,278 1,836
462 0 419 43
453 0 318 135
1,050 0 727 323
1,006 0 692 314
779 0 495 284
8,560 0 5,972 2,588
1,098 0 912 186
337 0 216 121
1,704 0 1,508 196
529 0 720 -191
4,732 0 3,523 1,209
3,604 0 3,537 67
1,717 0 1,586 131
2,284 0 2,270 14
5,720 0 4,193 1,527
1,651 0 1,408 243
1,235 0 1,181 54
1,306 0 1,507 -201
8,904 0 7,276 1,628
440 0 453 -13
210 0 179 31
878 0 899 -21
282 0 212 70
2,637 0 2,903 -266
1,088 0 1,277 -189
360 0 426 -66
1,869 0 2,198 -329
3,038 0 3,296 -258
2,445 0 2,514 -69
154 0 136 18
8,151 0 6,110 2,041
1,694 0 2,399 -705
8,244 0 6,683 1,561
1,550 0 1,236 314
2,813 0 7,593 -4,780
1,358 0 872 486
2,688 0 2,130 558
3,852 0 2,647 1,205
2,131 0 1,935 196
2,236 0 1,833 403
20,433 0 20,764 -331
10,687 0 6,460 4,227
2,667 0 2,307 360
125 0 110 15
1,972 0 1,556 416
2,956 0 2,125 831
2,075 0 2,664 -589
1,067 0 598 469
2,034 0 1,193 841
1,906 0 1,345 561
76 0 47 29
2,776 0 2,223 553
6,671 0 5,744 927
2,290 0 1,470 820
91 0 67 24
9,822 0 6,194 3,628
97 0 82 15
2,936 0 2,848 88
2,536 0 2,316 220
698 0 794 -96
2,796 0 2,600 196
7,218 0 6,499 719
2,345 0 1,696 649
635 0 549 86
2,172 0 1,781 391
2,421 0 2,173 248
1,825 0 1,785 40
2,673 0 1,902 771
5,862 0 3,357 2,505
1,303 0 1,547 -244
856 0 1,055 -199
2,199 0 2,743 -544
505 0 633 -128
281 0 337 -56
1,183 0 1,415 -232
958 0 1,146 -188
5,772 0 4,921 851
4,429 0 2,998 1,431
7,417 0 6,085 1,332
2,187 0 1,581 606
3,439 0 2,888 551
5,114 0 3,728 1,386
72 0 48 24
2,156 0 1,482 674
9,659 0 10,019 -360
1,411 0 1,109 302
3,544 0 2,717 827
2,441 0 2,017 424
2,148 0 1,834 314
2,885 0 1,767 1,118
4,155 0 4,283 -128
5,429 0 3,067 2,362
6,246 0 5,068 1,178
497 0 417 80
574 0 477 97
1,220 0 1,014 206
935 0 775 160
1,880 0 1,550 330
2,129 0 1,729 400
1,115 0 894 221
7,329 0 7,053 276
1,280 0 1,133 147
20,012 0 17,240 2,772
19,168 0 16,748 2,420
17,585 0 11,653 5,932
3,061 0 2,211 850
16,885 0 15,836 1,049
866 0 896 -30
9,504 0 6,530 2,974
10,970 0 11,710 -740
7,301 0 7,247 54
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 0 0 0 -170
b 0 0 0 37
c 0 0 0 30
d 0 0 0 -394
e 0 0 0 25
0 0 0 2
0 0 0 114
0 0 0 783
0 0 0 417
0 0 0 852
0 0 0 -167
0 0 0 17
0 0 0 1,176
0 0 0 292
0 0 0 132
0 0 0 145
0 0 0 18
0 0 0 -137
0 0 0 -99
0 0 0 -45
0 0 0 51
0 0 0 42
0 0 0 1
0 0 0 1,775
0 0 0 79
0 0 0 3,423
0 0 0 -114
0 0 0 -206
0 0 0 155
0 0 0 903
0 0 0 83
0 0 0 119
0 0 0 1
0 0 0 -1,653
0 0 0 203
0 0 0 883
0 0 0 152
0 0 0 1,176
0 0 0 164
0 0 0 614
0 0 0 1,836
0 0 0 43
0 0 0 135
0 0 0 323
0 0 0 314
0 0 0 284
0 0 0 2,588
0 0 0 186
0 0 0 121
0 0 0 196
0 0 0 -191
0 0 0 1,209
0 0 0 67
0 0 0 131
0 0 0 14
0 0 0 1,527
0 0 0 243
0 0 0 54
0 0 0 -201
0 0 0 1,628
0 0 0 -13
0 0 0 31
0 0 0 -21
0 0 0 70
0 0 0 -266
0 0 0 -189
0 0 0 -66
0 0 0 -329
0 0 0 -258
0 0 0 -69
0 0 0 18
0 0 0 2,041
0 0 0 -705
0 0 0 1,561
0 0 0 314
0 0 0 -4,780
0 0 0 486
0 0 0 558
0 0 0 1,205
0 0 0 196
0 0 0 403
0 0 0 -331
0 0 0 4,227
0 0 0 360
0 0 0 15
0 0 0 416
0 0 0 831
0 0 0 -589
0 0 0 469
0 0 0 841
0 0 0 561
0 0 0 29
0 0 0 553
0 0 0 927
0 0 0 820
0 0 0 24
0 0 0 3,628
0 0 0 15
0 0 0 88
0 0 0 220
0 0 0 -96
0 0 0 196
0 0 0 719
0 0 0 649
0 0 0 86
0 0 0 391
0 0 0 248
0 0 0 40
0 0 0 771
0 0 0 2,505
0 0 0 -244
0 0 0 -199
0 0 0 -544
0 0 0 -128
0 0 0 -56
0 0 0 -232
0 0 0 -188
0 0 0 851
0 0 0 1,431
0 0 0 1,332
0 0 0 606
0 0 0 551
0 0 0 1,386
0 0 0 24
0 0 0 674
0 0 0 -360
0 0 0 302
0 0 0 827
0 0 0 424
0 0 0 314
0 0 0 1,118
0 0 0 -128
0 0 0 2,362
0 0 0 1,178
0 0 0 80
0 0 0 97
0 0 0 206
0 0 0 160
0 0 0 330
0 0 0 400
0 0 0 221
0 0 0 276
0 0 0 147
0 0 0 2,772
0 0 0 2,420
0 0 0 5,932
0 0 0 850
0 0 0 1,049
0 0 0 -30
0 0 0 2,974
0 0 0 -740
0 0 0 54
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 68,685
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 16,334
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 121,258 669,411 0.181141
2011 94,337 446,511 0.211276
2010 99,112 2,007 49.383159
2009      
2008      
2 Total of line 1, column (d) ...................... 2 49.775576
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 16.591859
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 577,242
5 Multiply line 4 by line 3....................... 5 9,577,518
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 731
7 Add lines 5 and 6......................... 7 9,578,249
8 Enter qualifying distributions from Part XII, line 4.............. 8 124,852
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 1,463
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 1,463
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,463
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 500
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.............. Part VI Line 7 - Tax Paid Original Return: 500 7 500
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 9 963
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  
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)
    bulletKY
    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 ofbulletJEFFREY W ANDREWS Telephone no.bullet (859) 384-7571
    Located atbullet2025 WIMBLEDON LANEUNIONKY ZIP+4bullet41091
    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
    THOMAS W ANDREWS DIRECTOR
    1.00
    0 0 0
    546 LOCUST RUN ROAD
    CINCINNATI,OH45245
    JEFFREY W ANDREWS DIRECTOR
    1.00
    0 0 0
    2025 WIMBLEDON LANE
    UNION,KY41091
    JUDY ANDREWS DIRECTOR
    1.00
    0 0 0
    35 LONG MEADOW CIRCLE
    PITTSFORD,NY14534
    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
    28,862
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    1,463
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,463
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    27,399
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    27,399
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    27,399
    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 27,399
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010....... 99,012
    d From 2011....... 72,077
    e From 2012....... 88,189
    fTotal of lines 3a through e......... 259,278
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 124,852
    a Applied to 2012, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions)......
     
    c Treated as distributions out of corpus (Election
    required—see instructions).........
     
    d Applied to 2013 distributable amount..... 27,399
    e Remaining amount distributed out of corpus 97,453
    5 Excess distributions carryover applied to 2013.    
    (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 5 356,731
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
     
    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......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    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) .............
     
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......
    356,731
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010.... 99,012
    c Excess from 2011.... 72,077
    d Excess from 2012.... 88,189
    e Excess from 2013.... 97,453
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    NORTH CAROLINA COMMUNITY FOUNDATION
    4601 SIX FORKS ROAD SUITE 524
    RALEIGH,NC27609
      PUBLIC PROGRAM SUPPORT 105,352
    AMERICAN CANCER SOCIETY
    2808 READING ROAD
    CINCINNATI,OH45206
      PUBLIC PROGRAM SUPPORT 10,000
    THE DRAKE FOUNDATION
    151 WEST GALBRAITH ROAD
    CINCINNATI,OH45216
      PUBLIC PROGRAM SUPPORT 2,500
    HOSPICE OF THE BLUEGRASS
    7388 TURFWAY ROAD
    FLORENCE,KY41042
      PUBLIC PROGRAM SUPPORT 2,500
    AMERICAN DIABETES ASSOCIATION
    2805 WEST MCMICKEN AVENUE
    CINCINNATI,OH45225
      PUBLIC PROGRAM SUPPORT 2,500
    MOFFITT CANCER CENTER FOUNDATION
    12902 MAGNOLIA DRIVE
    TAMPA,FL33612
      PUBLIC PROGRAM SUPPORT 250
    Total .................................bullet 3a 123,102
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............
        14 4  
    4 Dividends and interest from securities....     14 10,523  
    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 68,685  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aCAPITAL GAINS DISTRIBUTIONS     18 62  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   79,274  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1379,274
    (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:  
    Part VI Line 7 - Tax Paid Original Return: 500


    Form 990PF - Special Condition Description:
    Special Condition Description

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2013 GainLossSaleOtherAssetsSch
    Name:
    THE GEORGE W ANDREWS CHARITABLE FOUNDATION INC
    EIN: 27-2236905
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    SEE DETAIL FOR PART IV         500,575 431,890     68,685  

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    THE GEORGE W ANDREWS CHARITABLE FOUNDATION INC
    EIN: 27-2236905
    Name of Stock End of Year Book Value End of Year Fair Market Value
    89 SH ABBVIE INC 4,203 4,700
    92 SH ALTRIA GROUP INC 3,281 3,532
    47 SH ANALOG DEVICES INC 2,198 2,394
    6 SH APPLE INC 2,637 3,366
    63 SH AT & T INC 2,232 2,215
    41 SH AUTOMATIC DATA PROC 2,956 3,313
    37 SH BAXTER INTERNTL INC 2,705 2,573
    65 SH BCE INC 2,689 2,814
    7 SH BLACKROCK INC 1,986 2,215
    51 SH BRISTOL-MYERS SQUIBB CO 2,245 2,711
    40 SH CHEVRON CORP 4,395 4,996
    196 SH CISCO SYSTEMS INC 4,968 4,396
    80 SH COCA COLA 3,240 3,305
    60 SH CULLEN FRST BKRS 4,389 4,466
    67 SH EMERSON ELEC CO 3,991 4,702
    60 SH GALLAGHER ARTHUR J & CO 2,612 2,816
    206 SH GENERAL ELECTRIC 5,055 5,774
    29 SH GENUINE PARTS CO 2,371 2,413
    53 SH GLAXOSMITHKLINE PLC ADR 2,729 2,830
    83 SH HCP INC 3,443 3,015
    56 SH HEALTH CARE REIT INC 3,171 3,000
    201 SH INTEL CORP 4,655 5,217
    65 SH JOHNSON & JOHNSON 4,699 5,953
    53 SH KIMBERLY CLARK 5,194 5,536
    86 SH KRAFT FOODS GROUP INC 4,839 4,636
    32 SH LOCKHEED MARTIN CORP 3,957 4,757
    89 SH MATTEL INC 3,796 4,235
    61 SH MCDONALDS CORP 5,360 5,919
    79 SH MERCK & CO INC 3,810 3,954
    116 SH MICROSOFT CORP 3,641 4,340
    20 SH NEXTERA ENERGY INC 1,670 1,712
    48 SH NOVARTIS ADR 3,443 3,858
    90 SH ONEOK INC 4,714 5,596
    50 SH PAYCHEX INC 2,028 2,277
    48 SH PHILIP MORRIS INTL INC 4,245 4,182
    47 SH PROCTER & GAMBLE CO 3,767 3,826
    56 SH QUALCOMM INC 3,607 4,158
    32 SH REALTY INCM CRP 1,419 1,195
    124 SH SPECTRA ENERGY CORP 4,152 4,417
    19 SH TUPPERWARE BRANDS CORP 1,575 1,796
    116 SH US BANCORP 4,318 4,686
    21 SH VENTAS INC 1,439 1,203
    126 SH WILLIAMS COMPANIES 4,270 4,860
    78 SH WISCONSIN ENERGY CORP 3,293 3,225
    230 SH ALCOA INC 2,076 2,445
    27 SH AMDOCS LIMITED 1,090 1,113
    73 SH AMERICAN CAP AGY CORP 2,115 1,408
    32 SH ANALOG DEVICES INC 1,549 1,630
    65 SH APPLIED MATERIAL INC 1,045 1,149
    24 SH AVERY DENNISON CORP 681 1,205
    51 SH BABCOCK & WILCOX CO 1,577 1,744
    143 SH BOSTON SCIENTIFIC CORP 826 1,719
    74 SH BRANDYWINE RLTY T SBI NEW 1,048 1,043
    73 SH BROADRIDGE FINL 2,089 2,885
    24 SH CHUBB CORP 1,671 2,319
    50 SH CINEMARK HLDGS INC 1,500 1,667
    18 SH CLOROX CO 1,543 1,670
    19 SH COACH INC 1,067 1,066
    32 SH DIEBOLD INC 1,059 1,056
    22 SH DUKE ENERGY CORP NEW 1,254 1,518
    40 SH ENDURANCE SPECIALTY HLDG 2,114 2,347
    22 SH ENTERGY CORP NEW 1,502 1,392
    26 SH EXPEDITORS INTL WASH INC 1,052 1,151
    94 SH FIRST AMERICAN FINL CORP 2,090 2,651
    26 GENUINE PARTS CO 1,570 2,163
    18 SH GRACE WR & CO 1,356 1,780
    34 SH HAEMONTICS CORP MASS 1,544 1,432
    44 SH HASBRO INC 2,071 2,420
    46 SH HCP INC 2,074 1,671
    32 SH HEALTH CARE REIT INC 2,110 1,714
    80 SH INVESCO LTD 2,617 2,912
    11 SH ITC HLDGS CORP 857 1,054
    113 SH JANUS CAPITAL GROUP INC 1,048 1,398
    41 SH KOHLS CORP WISC 1,905 2,327
    26 SH LEIDOS HOLDINGS INC 1,060 1,209
    18 SH M&T BANK CORPORATION 1,407 2,096
    49 SH MATTEL INC 1,438 2,331
    21 SH MCKESSON CORPORATION 1,932 3,389
    33 SH NAT FUEL GAS CO 1,776 2,356
    140 SH NEW YORK CMNTY BANCORP 1,875 2,359
    50 SH NISOURCE INC 1,561 1,644
    148 SH OLD REPUB INTL CORP 2,087 2,556
    24 SH OMNICOM GROUP 1,091 1,785
    55 SH PEABODY ENERGY CORP 1,031 1,074
    17 SH QUEST DIAGNOSTICES INC 1,062 910
    82 SH REGAL ENTMT GROUP 1,576 1,595
    30 SH ROCKWELL COLLINS INC 2,122 2,218
    15 SH SCIENCE APPLICATIONS 488 496
    24 SH SEMPRA ENERGY 1,318 2,154
    41 SH SONOCO PRODUCTS CO 1,573 1,711
    40 SH ST JUDE MEDICAL INC 2,083 2,478
    123 SH STAPLES INC 2,072 1,954
    45 SH SUN COMMNTYS INC 1,743 1,919
    60 SH SUNTRUST BKS INC 2,089 2,209
    60 SH SYSCO CORPORATION 2,075 2,166
    89 SH TECO ENERGY INC 1,563 1,534
    39 SH TELEPHONE & DATA SYS INC 848 1,005
    49 SH ULTRA PETROLEUM CORP 1,039 1,061
    29 SH VERIFONE SYSTEMS INC 974 778
    35 SH XCEL ENERGY INC 1,042 978
    162 SH XEROX CORP 1,264 1,972
    25 SH ZIMMER HOLDINGS INC 1,398 2,330
    481 SH ABBOTT LABS 15,177 18,437
    181 SH ACCENTURE PLC 11,979 14,882
    168 SH ALLERGAN INC 15,264 18,661
    20 SH APPLE INC 8,787 11,220
    109 SH AUTOMATIC DATA PROC 7,989 8,807
    269 SH EBAY INC 14,065 14,759
    147 SH FACEBOOK INC 5,294 8,033
    86 SH FACTSET RESH SYS INC 8,087 9,338
    103 SH FASTENAL COMPANY 5,450 4,894
    151 SH GARTNER INC 8,964 10,729
    24 SH GOOGLE INC 14,390 26,897
    8 SH MASTERCARD INC 4,987 6,684
    233 SH NIKE INC 11,343 18,323
    481 SH ORACLE CORP 15,806 18,403
    229 SH PRICE T ROWE GROUP INC 17,403 19,183
    262 SH QUALCOMM INC 16,895 19,454
    213 SH STARBUCKS CORP 15,591 16,697
    91 SH TJX COS INC NEW 5,665 5,799
    99 SH VISA INC 17,076 22,045
    42 SH WW GRAINGER INCORP 9,421 10,728

    TY 2013 LegalFeesSchedule
    Name:
    THE GEORGE W ANDREWS CHARITABLE FOUNDATION INC
    EIN: 27-2236905
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CORS & BASSETT, LLC TAX SERVICES 1,750     1,750


    TY 2013 OtherExpensesSchedule
    Name:
    THE GEORGE W ANDREWS CHARITABLE FOUNDATION INC
    EIN: 27-2236905
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 5,862 5,862    


    TY 2013 OtherIncomeSchedule2
    Name:
    THE GEORGE W ANDREWS CHARITABLE FOUNDATION INC
    EIN: 27-2236905
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    CAPITAL GAIN DISTRIBUTIONS 62 62  


    TY 2013 OtherIncreasesSchedule
    Name:
    THE GEORGE W ANDREWS CHARITABLE FOUNDATION INC
    EIN: 27-2236905
    Description Amount
    NON DIVIDEND DISTRIBUTIONS 359


    TY 2013 TaxesSchedule
    Name:
    THE GEORGE W ANDREWS CHARITABLE FOUNDATION INC
    EIN: 27-2236905
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 280 280    
    EXCISE TAXES 802