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
HNI CHARITABLE FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1109   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MUSCATINE, IA527610071
A Employer identification number

42-1246787
B Telephone number (see instructions)

(563) 272-7503
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$2,710,190J Accounting method:
Modified cash
(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) 460,625
2 Check bullet
3 Interest on savings and temporary cash investments 14 14  
4 Dividends and interest from securities...... 76,703 76,703  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 47,562
b Gross sales price for all assets on line 6a 753,755
7 Capital gain net income (from Part IV, line 2)... 47,562
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).......      
12 Total. Add lines 1 through 11........ 584,904 124,279  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 27,350 20,250   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 3,030 303   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 30,380 20,553   0
25 Contributions, gifts, grants paid........ 695,513 695,513
26 Total expenses and disbursements. Add lines 24 and 25 725,893 20,553   695,513
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -140,989
b Net investment income (if negative, enter -0-) 103,726
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 76,950 61,999 61,999
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)........      
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)........... 2,676,499 Click to see attachment2,550,461 2,648,191
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,753,449 2,612,460 2,710,190
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 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 2,753,449 2,612,460
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 2,753,449 2,612,460
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 2,753,449 2,612,460
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 2,753,449
2 Enter amount from Part I, line 27a..................... 2 -140,989
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 2,612,460
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 2,612,460
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 SALE OF PUBLICLY TRADED SECURITIES P    
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(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 735,000   706,193 28,807
b 18,755     18,755
c
d
e
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       28,807
b       18,755
c
d
e
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 47,562
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 766,431 3,062,106 0.250295
2011 944,294 3,210,198 0.294154
2010 674,854 3,608,018 0.187043
2009 982,921 3,429,228 0.286630
2008 2,005,580 4,959,575 0.404385
2 Total of line 1, column (d) ...................... 2 1.422507
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.284501
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 2,891,739
5 Multiply line 4 by line 3....................... 5 822,703
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,037
7 Add lines 5 and 6......................... 7 823,740
8 Enter qualifying distributions from Part XII, line 4.............. 8 695,513
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 2,075
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 2,075
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,075
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 3,400
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 3,400
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 1,325
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet1,325 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)
    bulletIA
    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 ofbulletDIANNA STELZNER Telephone no.bullet (563) 272-7043
    Located atbullet408 E SECOND STREETMUSCATINEIA ZIP+4bullet527610071
    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
    STAN A ASKREN PRESIDENT/DIRECTOR
    2.00     		0 0 0
    408 E SECOND ST
    MUSCATINE,IA52761
    DIANNA STELZNER SECRETARY AND TREASURER
    2.00     		0 0 0
    408 E SECOND ST
    MUSCATINE,IA52761
    GARY L CARLSON VICE PRESIDENT/DIRECTOR
    2.00     		0 0 0
    408 E SECOND ST
    MUSCATINE,IA52761
    TIM HETH DIRECTOR
    2.00     		0 0 0
    408 E SECOND ST
    MUSCATINE,IA52761
    JACK MICHAELS DIRECTOR
    2.00     		0 0 0
    408 E SECOND ST
    MUSCATINE,IA52761
    KAREN OLDEROG DIRECTOR
    2.00     		0 0 0
    408 E SECOND ST
    MUSCATINE,IA52761
    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
    144,587
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    2,075
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,075
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    142,512
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    142,512
    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
    142,512
    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 7 142,512
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 1,760,714
    b From 2009....... 813,514
    c From 2010....... 497,275
    d From 2011....... 786,220
    e From 2012....... 615,893
    fTotal of lines 3a through e......... 4,473,616
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 695,513
    a Applied to 2012, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2013 distributable amount..... 142,512
    e Remaining amount distributed out of corpus 553,001
    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 5,026,617
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		1,760,714
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		3,265,903
    10 Analysis of line 9:
    a Excess from 2009.... 813,514
    b Excess from 2010.... 497,275
    c Excess from 2011.... 786,220
    d Excess from 2012.... 615,893
    e Excess from 2013.... 553,001
    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 or e-mail address of the person to whom applications should be addressed:
    DIANNA STELZNER
    408 E SECOND STREET
    MUSCATINE,IA527610071
    (563) 252-7503
    bThe form in which applications should be submitted and information and materials they should include:
    NO SPECIFIC FORMAT IS USED. REQUESTS SHOULD INCLUDE TAX STATUS.
    cAny submission deadlines:
    REQUESTS ACCEPTED AT ANY TIME.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    PREFERENCE GIVEN TO ORGANIZATIONS IN GEOGRAPHIC AREAS WHERE THE COMPANY HAS A PRESENCE.
    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
    ALZHEIMER'S ASSOCIATION
    225 N MICHIGAN AVE FLR 17
    CHICAGO,IL60601     		NONE PUBLIC CHARITY HEALTH & HUMAN SERVICE 305
    AMERICAN CANCER SOCIETY
    2397 CUMBERLAND SQUARE
    BETTENDORF,IA52722     		NONE PUBLIC CHARITY HEALTH 634
    AMERICAN RED CROSS
    2025 E STREET NW
    WASHINGTON,DC20006     		NONE PUBLIC CHARITY HEALTH 465
    AMERICAN RED CROSS
    2025 E STREET NW
    WASHINGTON,DC20006     		NONE PUBLIC CHARITY CHINA EARTHQUAKE 2,776
    BIG BROTHERSBIG SISTERS
    5511 STAPLES MILL ROAD SUITE 200
    RICHMOND,VA23228     		NONE PUBLIC CHARITY HEALTH - BOWL FOR KIDS SAKE AND MEMBER MATCH 6,179
    BIRDIES FOR CHARITY
    15623 COALTOWN ROAD
    EAST MOLINE,IL61244     		NONE PUBLIC CHARITY EDUCATION 20,000
    CEDARTOWN UNITED FUND
    PO BOX 311
    CEDARTOWN,GA30125     		NONE PUBLIC CHARITY HEALTH 13,025
    CITY OF HOPE
    1055 WILSHIRE BLVD 12
    LOS ANGELES,CA900172424     		NONE PUBLIC CHARITY CIVIC 5,303
    COMMUNITY ACTION OF EASTERN IOWA
    148 COLORADO STREET
    MUSCATINE,IA52761     		NONE PUBLIC CHARITY CIVIC 3,644
    COMMUNITY FOUNDATION OF GREATER MUSCATINE
    208 WEST 2ND STREET SUITE 213
    MUSCATINE,IA52761     		NONE PUBLIC CHARITY CIVIC - FRIENDS OF THE OLD BARN, PHASE I MANAGEMENT SYSTEM 26,435
    CYSTIC FIBROSIS FOUNDATION
    4150 WESTOWN PARKWAY STE 20
    WEST DES MOINES,IA50266     		NONE PUBLIC CHARITY HEALTH 395
    DIVERSITY CENTER OF IOWA
    119 SYCAMORE STREET STE 420
    MUSCATINE,IA52761     		NONE PUBLIC CHARITY CIVIC 4,500
    DOWNTOWN ACTION ALLIANCE
    208 W SECOND STREET
    MUSCATINE,IA52761     		NONE PUBLIC CHARITY CIVIC & COMMUNITY - SPRING EVENT 250
    ERIKA KATE FOUNDATION
    217-1/2 E SECOND ST
    MUSCATINE,IA52761     		NONE PUBLIC CHARITY HEALTH 845
    FAMILY RESOURCES
    119 SYCAMORE STREET STE 200
    MUSCATINE,IA52761     		NONE PUBLIC CHARITY HEALTH - NEW BEGINNINGS 1,514
    FLICKINGER LEARNING CENTER
    413 MULBERRY
    MUSCATINE,IA52761     		NONE PUBLIC CHARITY EDUCATION 4,926
    FRIENDS OF PINE CREEK GRIST MILL
    1226 VISTA COURT
    MUSCATINE,IA52761     		NONE PUBLIC CHARITY CIVIC - PROGRAMS 500
    GREAT RIVER DAYS INC
    PO BOX 1624
    MUSCATINE,IA52761     		NONE PUBLIC CHARITY CIVIC & COMMUNITY - GREAT RIVER DAYS SPONSOR 500
    HABITAT FOR HUMANITY - MUSCATINE COUNTY
    2447 SUNFLOWER RIDGE
    MUSCATINE,IA52761     		NONE PUBLIC CHARITY CIVIC 385
    HISTORIC MUSCATINE INC
    117 WEST SECOND STREET
    MUSCATINE,IA52761     		NONE PUBLIC CHARITY CULTURE - ANNUAL PARTNERSHIP CONTRIBUTION 10,800
    IOWA COLLEGE FOUNDATION
    505 5TH AVENUE SUITE 1034
    DES MOINES,IA50309     		NONE PUBLIC CHARITY EDUCATION - 2013 SUPPORT 1,000
    IOWA DONOR NETWORK
    550 MADISON AVENUE
    NORTH LIBERTY,IA52317     		NONE PUBLIC CHARITY HEALTH AND HUMAN SERVICE 996
    IOWA ENGINEERING SOCIETY - MUSCATINE
    225 IOWA AVENUE
    MUSCATINE,IA52761     		NONE PUBLIC CHARITY EDUCATION 250
    ISU BAJA TEAM
    2025 BLACK ENGINEERING
    AMES,IA50011     		NONE PUBLIC CHARITY EDUCATION 500
    JUNIOR ACHIEVEMENT
    800 12TH AVENUE
    MOLINE,IL61265     		NONE PUBLIC CHARITY EDUCATION 1,094
    JUVENILE DIABETES RESEARCH FOUNDATION
    701 TENTH STREET SE STE 3612
    CEDAR RAPIDS,IA52403     		NONE PUBLIC CHARITY HEALTH 10,479
    KEEP MUSCATINE BEAUTIFUL
    2500 WIGGENS ROAD
    MUSCATINE,IA52761     		NONE PUBLIC CHARITY CIVIC & COMMUNITY 350
    KIWANIS CLUB OF MUSCATINE
    225 IOWA AVENUE
    MUSCATINE,IA52761     		NONE PUBLIC CHARITY CIVIC & COMMUNITY 100
    LAKE CITY FOOD SHELF
    507 S 7TH STREET
    LAKE CITY,MN55041     		NONE PUBLIC CHARITY HEALTH AND HUMAN SERVICE 1,751
    MAKE A WISH FOUNDATION
    3838 70TH STREET SUITE 101
    URBANDALE,IA503223220     		NONE PUBLIC CHARITY HEALTH 11,888
    MCSA
    312 IOWA AVENUE
    MUSCATINE,IA52761     		NONE PUBLIC CHARITY HEALTH 34,915
    MUSCATINE CHAMBER FOUNDATION
    SUITE 102
    MUSCATINE,IA52761     		NONE PUBLIC CHARITY 4TH OF JULY FIREWORKS FUND 2,500
    MUSCATINE CHARITIES
    PO BOX 973
    MUSCATINE,IA52761     		NONE PUBLIC CHARITY CIVIC 7,930
    MUSCATINE CIVIC CHORALE
    602 W FULLIAM STREET
    MUSCATINE,IA52761     		NONE PUBLIC CHARITY CULTURE & ARTS 250
    MUSCATINE COMMUNITY FOOD PANTRY
    119 W MISSISSIPPI DRIVE
    MUSCATINE,IA52761     		NONE PUBLIC CHARITY HEALTH 1,517
    MUSCATINE COMMUNITY SCHOOL DISTRICT
    2900 MULBERRY AVENUE
    MUSCATINE,IA52761     		NONE PUBLIC CHARITY EDUCATION 20,000
    MUSCATINE COMMUNITY YMCA
    1823 LOGAN STREET
    MUSCATINE,IA52761     		NONE PUBLIC CHARITY CIVIC 8,750
    MUSCATINE COUNTY CONSERVATION BOARD
    3300 CEDAR STREET
    MUSCATINE,IA52761     		NONE PUBLIC CHARITY CIVIC 500
    MUSCATINE GIRLS SOFTBALL ASSOCATION
    2049 BAYFIELD ROAD
    MUSCATINE,IA52761     		NONE PUBLIC CHARITY CIVIC 175
    MUSCATINE HIGH SCHOOL
    2705 CEDAR STREET
    MUSCATINE,IA52761     		NONE PUBLIC CHARITY EDUCATION 2,000
    MUSCATINE HUMANE SOCIETY
    920 SOUTH HOUSER STREET
    MUSCATINE,IA52761     		NONE PUBLIC CHARITY CIVIC 2,250
    MUSCATINE SYMPHONY ORCHESTRA
    PO BOX 573
    MUSCATINE,IA52761     		NONE PUBLIC CHARITY CULTURE 5,500
    MUSKIE BOOSTER CLUB
    918 SUNRISE CIRCLE
    MUSCATINE,IA52761     		NONE PUBLIC CHARITY EDUCATION 500
    PEARL CITY OUTREACH
    513 MULBERRY AVENUE
    MUSCATINE,IA52761     		NONE PUBLIC CHARITY HEALTH 2,500
    RONALD MCDONALD HOUSE CHARITIES
    730 HAWKINS DRIVE
    IOWA CITY,IA52246     		NONE PUBLIC CHARITY HEALTH AND HUMAN SERVICE 395
    SALVATION ARMY - MUSCATINE
    1000 OREGON STREET
    MUSCATINE,IA52761     		NONE PUBLIC CHARITY HEALTH 1,510
    SENIOR RESOURCES
    1808 MULBERRY AVENUE
    MUSCATINE,IA52761     		NONE PUBLIC CHARITY HEALTH 1,134
    SPECIAL OLYMPICS OF MUSCATINE
    1823 LOGAN STREET
    MUSCATINE,IA52761     		NONE PUBLIC CHARITY HEALTH 2,725
    TRINITY MUSCATINE CAPITAL CAMPAIGN
    1518 MULBERRY AVENUE
    MUSCATINE,IA52761     		NONE PUBLIC CHARITY HEALTH & HUMAN SERVICE 200,000
    UNITED WAY OF DANE COUNTY
    PO BOX 7548
    MADISON,WI53707     		NONE PUBLIC CHARITY HEALTH 2,235
    UNITED WAY OF GREATER TWIN CITIES
    404 SOUTH 8TH STREET
    MINNEAPOLIS,MN55404     		NONE PUBLIC CHARITY HEALTH 9,813
    UNITED WAY OF MT PLEASANTHENRY COUNTIES
    PO BOX 145
    MT PLEASANT,IA52641     		NONE PUBLIC CHARITY HEALTH 3,936
    UNITED WAY OF MUSCATINE
    PO BOX 797
    MUSCATINE,IA52761     		NONE PUBLIC CHARITY HEALTH 90,734
    UNITED WAY OF RED WING
    PO BOX 319
    RED WING,MN55066     		NONE PUBLIC CHARITY HEALTH 3,697
    UNITED WAY OF SHOALS
    PO BOX 1228
    FLORENCE,AL35631     		NONE PUBLIC CHARITY HEALTH 14,013
    UNITED WAY OF SOUTHERN TIER
    2832 300 CIVIC CENTER PLZ 2
    CORNING,NY148302832     		NONE PUBLIC CHARITY HEALTH 29,939
    UNIVERSITY OF IOWA FOUNDATION
    1 WEST PARK ROAD
    IOWA CITY,IA52242     		NONE PUBLIC CHARITY HEALTH AND HUMAN SERVICE 390
    WOUNDED WARRIOR PROJECT
    4899 BELFORT RD STE 300
    JACKSONVILLE,FL32256     		NONE PUBLIC CHARITY HEALTH 672
    WORLD FOOD PRIZE
    666 GRAND AVENUE
    DES MOINES,IA50309     		NONE PUBLIC CHARITY OPERATING 10,000
    BEN YORGEY FOUNDATION
    5771 BUCKEYE ROAD
    MACUNGIE,PA18062     		NONE PUBLIC CHARITY THE BEN EVENT 2013 200
    COMMUNITY FOUNDATION GREATER DES MOINES
    214 EAST BARTLETT HALL
    CEDAR FALLS,IA506140298     		NONE PUBLIC CHARITY EXTERNSHIPS STEM ADVISORY COUNCIL FUND 2,000
    FELLOWSHIP CUP
    203 N MAIN
    MT PLEASANT,IA52641     		NONE PUBLIC CHARITY HEALTH & HUMAN SERVICE 240
    FRANKLIN ELEMENTARY SCHOOL
    210 TAYLOR STREET
    MUSCATINE,IA52761     		NONE PUBLIC CHARITY RACE FOR THE SCHOOLS 500
    FRIENDS OF THE NATIONAL ARBORETUM
    3501 NEW YORK AVENUE NE
    WASHINGTON,DC20002     		NONE PUBLIC CHARITY GREAT ARBORETUM COOKOUT 3,000
    GREAT RIVER MEDICAL CENTER
    1221 S GEAR AVE
    W BURLINGTON,IA52655     		NONE PUBLIC CHARITY WIGS AND HEADCOVERINGS 290
    HEALING HANDS SANCTUARY OF IOWA
    PO BOX 135
    MT PLEASANT,IA52641     		NONE PUBLIC CHARITY CIVIC & COMMUNITY 429
    HENRY COUNTY HEALTH CENTER FOUNDATION
    407 S WHITE STREET
    MT PLEASANT,IA52641     		NONE PUBLIC CHARITY CLOSE TO HOME 40,000
    MULTIPLE SCLEROSIS SOCIETY
    200 12TH AVENUE SOUTH
    MINNEAPOLIS,MN55415     		NONE PUBLIC CHARITY HEALTH AND HUMAN SERVICE 445
    UNIVERSITY OF IOWA
    231 HANCHER AUDITORIUM
    IOWA CITY,IA52242     		NONE PUBLIC CHARITY STEM FESTIVAL 500
    UNIVERSITY OF NORTHERN IOWA
    205 COMMONS
    CEDAR FALLS,IA50614     		NONE PUBLIC CHARITY UNI BUSINESS DEAN'S FUND FOR EXCELLENCE 31,414
    WAYLAND COHOCTON CENTRAL SCHOOL
    2350 ROUTE 63
    WAYLAND,NY14572     		NONE PUBLIC CHARITY GUNLOCKE, CALMING SENSORY ROOM 12,500
    SANDY HOOK SCHOOL SUPPORT FUND
    39 MAIN STREET
    NEWTOWN,CT06470     		NONE PUBLIC CHARITY CIVIC & COMMUNITY 837
    MUSCATINE KIWANIS CLUB
    1814 GREEN ACRES DRIVE
    MUSCATINE,IA52761     		NONE PUBLIC CHARITY 2013 PEANUT DAYS 50
    MUSCATINE ORCHESTRA BOOSTERS
    PO BOX 902
    MUSCATINE,IA52761     		NONE PUBLIC CHARITY SCHOOL ORCHESTRAS 250
    MUSCATINE RED SOX
    812 WEST THIRD STREET
    MUSCATINE,IA52761     		NONE PUBLIC CHARITY CIVIC & COMMUNITY 300
    NATIONAL ALLIANCE FOR MENTAL ILLNESS
    1706 BRADY STREET STE 101
    DAVENPORT,IA52803     		NONE PUBLIC CHARITY HEALTH & HUMAN SERVICE 672
    NATIONAL DOWNS SYNDROME SOCIETY
    666 BROADWAY 8TH FLOOR
    NEW YORK,NY10012     		NONE PUBLIC CHARITY HEALTH & HUMAN SERVICE 417
    PAY IT FORWARD
    701 HEWITT BLVD
    RED WING,MN55066     		NONE PUBLIC CHARITY LAKEVILLE CHARITY GOLF 1,250
    PREVENT CHILD ABUSE LOUISA COUNTY
    317 VAN BUREN ST
    WAPELLO,IA52653     		NONE PUBLIC CHARITY WAPELLO/STORK'S NEST PROGRAM 250
    REBUILDING TOGETHER - MUSCATINE COUNTY
    1424 B HOUSER ST
    MUSCATINE,IA52761     		NONE PUBLIC CHARITY CIVIC & COMMUNITY 7,000
    MUSCATINE ART CENTER
    1314 MULBERRY AVENUE
    MUSCATINE,IA52761     		NONE PUBLIC CHARITY FESTIVAL OF WREATHS 500
    CITY OF MUSCATINE
    215 SYCAMORE STREET
    MUSCATINE,IA52761     		NONE PUBLIC CHARITY EARTH DAY 200
    Total .................................bullet 3a 695,513
    bApproved for future payment
    HENRY COUNTY HEALTH CENTER FOUNDATION
    407 S WHITE STREET
    MT PLEASANT,IA52641     		NONE PUBLIC CHARITY OPERATING 160,000
    Total .................................bullet 3b 160,000
    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 14  
    4 Dividends and interest from securities....     14 76,703  
    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 47,562  
    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).. 0 124,279 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13124,279
    (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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2013
    Name of the organization
    HNI CHARITABLE FOUNDATION
     
    Employer identification number

    42-1246787
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 2
    Name of organization
    HNI CHARITABLE FOUNDATION
          		Employer identification number

    42-1246787
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    HNI CORPORATION
     

       
    408 E 2ND STREET
     
    MUSCATINE, IA527610071

    		$460,625


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 3
    Name of organization
    HNI CHARITABLE FOUNDATION
          		Employer identification number

    42-1246787
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    Name of organization
    HNI CHARITABLE FOUNDATION
          		Employer identification number

    42-1246787
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2013 InvestmentsOtherSchedule2
    Name:
    HNI CHARITABLE FOUNDATION
    EIN: 42-1246787
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    VANGUARD 500 INDEX FUND AT COST 280,050 425,203
    PIMCO INVESTMENT GRADE AT COST 829,753 781,664
    HARBOR INTERNATIONAL FUND AT COST 262,833 269,062
    FRANKLIN HIGH INCOME AT COST 239,942 267,809
    VANGUARD INFLATION PROTECTED AT COST 269,357 253,286
    PIMCO LOW DURATION AT COST 668,526 651,167

    TY 2013 OtherProfessionalFeesSchedule
    Name:
    HNI CHARITABLE FOUNDATION
    EIN: 42-1246787
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BROKER FEES 27,350 20,250   0


    TY 2013 TaxesSchedule
    Name:
    HNI CHARITABLE FOUNDATION
    EIN: 42-1246787
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 2,727 0   0
    FOREIGN TAX 303 303   0