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 BACKCOUNTRY CHARITABLE TRUST
 

Number and street (or P.O. box number if mail is not delivered to street address)1678 WEST REDSTONE CENTER DRIVE NO210Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PARK CITY, UT84098
A Employer identification number

26-1214808
B Telephone number (see instructions)

(801) 746-7566
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$4,861,861J 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) 10,027
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 61,235 61,235  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 319,350
b Gross sales price for all assets on line 6a 1,655,911
7 Capital gain net income (from Part IV, line 2)... 367,303
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........ 390,612 428,538  
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)....... Click to see attachment 1,050 1,050   0
c Other professional fees (attach schedule).... Click to see attachment 14,313 12,166   2,147
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 5,766 5,766   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 421 406   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 21,550 19,388   2,147
25 Contributions, gifts, grants paid........ 205,200 205,200
26 Total expenses and disbursements. Add lines 24 and 25 226,750 19,388   207,347
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 163,862
b Net investment income (if negative, enter -0-) 409,150
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............... 2,091    
2 Savings and temporary cash investments.......... 14,880 43,715 43,715
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)........ 3,235,882 Click to see attachment3,373,000 4,818,146
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) 3,252,853 3,416,715 4,861,861
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....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 4,027,814 4,027,814
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds -774,961 -611,099
30 Total net assets or fund balances (see page 17 of the
instructions).................... 3,252,853 3,416,715
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 3,252,853 3,416,715
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 3,252,853
2 Enter amount from Part I, line 27a..................... 2 163,862
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 3,416,715
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 3,416,715
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 650 ABBVIE INC P 2012-05-21 2013-01-11
b 450 ALLERGAN INC P 2012-05-21 2013-01-02
c 100 AMERICAN TOWER CORP REIT P 2012-08-20 2013-10-04
d 238 AMERICAN TOWER CORP REIT P 2008-03-04 2013-10-04
e 100 APPLE INC D 2007-08-24 2013-04-10
100 APPLE INC D 2007-08-24 2013-02-13
346 CATERPILLAR INC P 2007-11-28 2013-07-31
275 DEERE & CO P 2007-12-05 2013-07-31
817 DISNEY WALT CO NEW P 2007-12-12 2013-10-04
1802 EMC CORP MASS P 2011-08-08 2013-10-04
108 EXXONMOBIL CORP D 2013-11-11 2013-12-30
478 EXXONMOBIL CORP D 1974-08-16 2013-09-13
55 EXXONMOBIL CORP D 1974-08-16 2013-09-13
371 EXXONMOBIL CORP D 1974-08-16 2013-07-31
430 EXXONMOBIL P 2010-11-17 2013-07-31
1420 FACEBOOK INC-A P 2013-01-02 2013-05-28
255 INTL. BUSINESS MACHINES CORP P 2008-11-18 2013-01-02
210 INTL. BUSINESS MACHINES CORP P 2010-11-17 2013-01-02
100 INTUITIVE SURGICAL INC P 2012-02-15 2013-04-10
25 INTUITIVE SURGICAL INC P 2012-02-28 2013-04-10
25 INTUITIVE SURGICAL INC P 2012-05-21 2013-04-10
860 ISHARES COHEN & STEERS RLTY ETF P 2010-04-07 2013-09-13
59 JOHNSON & JOHNSON D 1995-04-19 2013-01-02
370 JOHNSON & JOHNSON P 2007-11-26 2013-01-02
311 JOHNSON & JOHNSON P 2012-02-28 2013-01-02
260 JOHNSON & JOHNSON D 2003-05-02 2013-01-02
1445.087 LOOMIS SAYLES GLBL BOND-INST P 2009-07-28 2013-06-10
620.873 LOOMIS SAYLES GLBL BOND-INST P 2012-02-28 2013-01-23
1201.415 LOOMIS SAYLES GLBL BOND-INST P 2009-07-28 2013-01-23
150 MCDONALDS CORP P 2008-12-08 2013-07-29
450 MCDONALDS CORP P 2009-02-11 2013-07-29
921.732 NORTHEAST INVESTORS GROWTH FUND P 2007-12-17 2013-06-17
457.198 NORTHEAST INVESTORS GROWTH FUND D 1998-12-16 2013-06-17
400.458 NORTHEAST INVESTORS GROWTH FUND D 1999-06-16 2013-03-22
1339.299 NORTHEAST INVESTORS GROWTH FUND D 1997-12-17 2013-12-30
695.073 NORTHEAST INVESTORS GROWTH FUND P 2012-12-19 2013-12-30
1455.929 NORTHEAST INVESTORS GROWTH FUND P 2013-12-19 2013-12-30
262 NOVARTIS AG SPONS ADR P 2010-11-17 2013-10-04
253 NOVARTIS AG SPONS ADR P 2010-11-17 2013-01-02
1700 ORACLE CORPORATION P 2012-02-15 2013-07-29
1932.438 PIMCO TOTAL RETURN FUND-INST P 2009-02-12 2013-06-10
1710.867 PIMCO TOTAL RETURN FUND-INST P 2009-07-09 2013-01-23
511.355 PIMCO TOTAL RETURN FUND-INST P 2009-02-12 2013-01-23
150 PERRIGO CO P 2011-12-16 2013-10-04
59 PERRIGO CO P 2012-02-28 2013-01-02
85 PERRIGO CO P 2011-12-16 2013-01-02
400 PERRIGO CO P 2011-12-16 2013-12-20
800 QUALCOMM INC P 2012-02-15 2013-07-29
100 QUALCOMM INC P 2012-05-21 2013-07-29
500 SPDR GOLD TRUST P 2008-07-14 2013-07-31
335 SPDR GOLD TRUST P 2010-05-25 2013-06-17
86 SPDR GOLD TRUST P 2009-09-25 2013-06-17
SPDR GOLD TRUST P 2009-09-25 2013-01-07
114 SPDR GOLD TRUST P 2009-09-25 2013-07-31
130 SPDR GOLD TRUST P 2008-07-14 2013-07-31
52.595 TEMPLETON GLOBAL BOND FUND-AD P 2012-12-17 2013-06-17
5.332 TEMPLETON GLOBAL BOND FUND-AD P 2013-01-15 2013-06-17
5.317 TEMPLETON GLOBAL BOND FUND-AD P 2013-02-15 2013-06-17
5.371 TEMPLETON GLOBAL BOND FUND-AD P 2013-03-15 2013-06-17
5.34 TEMPLETON GLOBAL BOND FUND-AD P 2013-04-15 2013-06-17
5.322 TEMPLETON GLOBAL BOND FUND-AD P 2013-05-15 2013-06-17
5.567 TEMPLETON GLOBAL BOND FUND-AD P 2013-06-17 2013-06-19
1591.09 TEMPLETON GLOBAL BOND FUND-AD P 2012-06-18 2013-06-17
6.515 TEMPLETON GLOBAL BOND FUND-AD P 2012-07-16 2013-06-17
6.41 TEMPLETON GLOBAL BOND FUND-AD P 2012-08-15 2013-06-17
5.138 TEMPLETON GLOBAL BOND FUND-AD P 2012-09-17 2013-06-17
5.148 TEMPLETON GLOBAL BOND FUND-AD P 2012-10-15 2013-06-17
5.16 TEMPLETON GLOBAL BOND FUND-AD P 2012-11-15 2013-06-17
50000 U.S. TREASURY BILLS 1/09/14 P 2013-06-12 2013-10-31
2366.257 VANGUARD INFLATION-PROTECTED SECS-IS P 2010-11-22 2013-02-13
63.155 VANGUARD INFLATION-PROTECTED SECS-IS P 2010-12-28 2013-02-13
29.983 VANGUARD INFLATION-PROTECTED SECS-IS P 2011-03-30 2013-02-13
67.916 VANGUARD INFLATION-PROTECTED SECS-IS P 2011-06-29 2013-01-24
3575.613 VANGUARD INFLATION-PROTECTED SECS-IS P 2011-08-19 2013-01-24
60.633 VANGUARD INFLATION-PROTECTED SECS-IS P 2011-09-29 2013-01-24
150.642 VANGUARD INFLATION-PROTECTED SECS-IS P 2011-12-27 2013-01-24
31.981 VANGUARD INFLATION-PROTECTED SECS-IS P 2012-03-29 2013-01-24
39.063 VANGUARD INFLATION-PROTECTED SECS-IS P 2012-09-27 2013-01-24
245.01 VANGUARD INFLATION-PROTECTED SECS-IS P 2012-12-19 2013-01-24
2294.659 VANGUARD INFLATION-PROTECTED SECS-IS P 2010-11-22 2013-01-24
93.75 MALLINCKRODT PLC P 2012-05-21 2013-07-29
31.25 MALLINCKRODT PLC P 2012-08-20 2013-07-29
CAPITAL GAINS DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 21,841   20,894 947
b 41,974   40,455 1,519
c 7,329   7,062 267
d 17,443   8,839 8,604
e 43,376   13,454 29,922
46,882   13,454 33,428
28,813   24,627 4,186
22,931   24,618 -1,687
52,459   26,577 25,882
45,157   39,716 5,441
10,860   7,486 3,374
42,369   13,936 28,433
4,875   103 4,772
34,856   17,254 17,602
40,399   29,747 10,652
34,122   39,987 -5,865
49,768   20,057 29,711
40,986   29,879 11,107
49,801   50,933 -1,132
12,450   12,868 -418
12,450   13,095 -645
66,668   50,889 15,779
4,159   3,767 392
26,084   25,216 868
21,925   20,305 1,620
18,330   16,986 1,344
24,176   21,841 2,335
10,747   10,550 197
20,797   18,159 2,638
14,645   9,175 5,470
43,934   25,752 18,182
16,840   18,158 -1,318
8,353   9,303 -950
7,048   8,857 -1,809
22,970   21,870 1,100
11,921   11,649 272
24,969   24,576 393
19,802   14,662 5,140
16,075   14,158 1,917
54,927   47,783 7,144
21,199   19,769 1,430
19,247   18,033 1,214
5,753   5,231 522
18,897   14,692 4,205
6,246   5,922 324
8,998   8,326 672
60,886   38,722 22,164
51,472   49,326 2,146
6,434   5,719 715
63,251   48,004 15,247
44,767   39,295 5,472
11,493   8,375 3,118
406     406
14,558   11,101 3,457
16,601   12,481 4,120
685   694 -9
69   72 -3
69   71 -2
70   72 -2
70   72 -2
69   73 -4
72   73 -1
20,732   20,000 732
85   84 1
84   84 0
67   68 -1
67   69 -2
67   69 -2
49,984   49,981 3
27,188   25,384 1,804
726   649 77
345   316 29
787   730 57
41,441   40,848 593
703   678 25
1,746   1,697 49
371   364 7
453   465 -12
2,840   2,847 -7
26,595   24,616 1,979
4,334   3,572 762
1,445   1,267 178
29,028     29,028
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       947
b       1,519
c       267
d       8,604
e       29,922
      33,428
      4,186
      -1,687
      25,882
      5,441
      3,374
      28,433
      4,772
      17,602
      10,652
      -5,865
      29,711
      11,107
      -1,132
      -418
      -645
      15,779
      392
      868
      1,620
      1,344
      2,335
      197
      2,638
      5,470
      18,182
      -1,318
      -950
      -1,809
      1,100
      272
      393
      5,140
      1,917
      7,144
      1,430
      1,214
      522
      4,205
      324
      672
      22,164
      2,146
      715
      15,247
      5,472
      3,118
      406
      3,457
      4,120
      -9
      -3
      -2
      -2
      -2
      -4
      -1
      732
      1
      0
      -1
      -2
      -2
      3
      1,804
      77
      29
      57
      593
      25
      49
      7
      -12
      -7
      1,979
      762
      178
      29,028
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 2 367,303
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 195,827 4,006,604 0.048876
2011 178,006 3,947,669 0.045091
2010 121,758 3,587,402 0.033940
2009 129,823 3,062,125 0.042396
2008 33,877 4,070,865 0.008322
2 Total of line 1, column (d) ...................... 2 0.178625
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 0.035725
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 4,635,164
5 Multiply line 4 by line 3....................... 5 165,591
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 4,092
7 Add lines 5 and 6......................... 7 169,683
8 Enter qualifying distributions from Part XII, line 4.............. 8 207,347
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 4,092
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 4,092
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 4,092
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 2,533
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 5,700
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,233
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 4,141
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet4,141 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)
    bullet
    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 ofbulletNORTHEAST INVESTMENT MANAGEMENT IN Telephone no.bullet (617) 523-3588
    Located atbullet100 HIGH STREETBOSTONMA ZIP+4bullet02110
    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
    JAMES H HOLLAND TRUSTEE
    1.00     		0 0 0
    1678 WEST REDSTONE CENTER DRIVE 210
    PARK CITY,UT84098
    JOSEPH J HOLLAND TRUSTEE
    1.00     		0 0 0
    C/O CLIFFORD PROP PO BOX 850
    NORWICH,VT05055
    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
    231,758
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    4,092
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,092
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    227,666
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    227,666
    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
    227,666
    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 7 227,666
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 193,294
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 207,347
    a Applied to 2012, but not more than line 2a 193,294
    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..... 14,053
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2013. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		213,613
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    JAMES H HOLLAND
    JOSEPH J HOLLAND
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ACLU FOUNDATION
    125 BROAD STREET 18TH FL
    NEW YORK,NY10004     		NONE PUBLIC CHARITY GENERAL 10,000
    FORD SAYRE MEMORIAL SKI COUNCIL
    P O BOX 471
    HANOVER,NH03755     		NONE PUBLIC CHARITY GENERAL 16,200
    NATIONAL NORDIC FOUNDATION
    32 WEST 200 SOUTH
    SALT LAKE CITY,UT84101     		NONE PUBLIC CHARITY GENERAL 5,000
    NATURE CONSERVANCY
    4245 N FAIRFAX DR
    ARLINGTON,VA22203     		NONE PUBLIC CHARITY GENERAL 8,000
    NATURE CONSERVANCY - UTAH
    559 EAST SOUTH TEMPLE
    SALT LAKE CITY,UT84102     		NONE PUBLIC CHARITY GENERAL 2,000
    SKI JUMPING DEVELOPMENT USA
    P O BOX 683757
    PARK CITY,UT84060     		NONE PUBLIC CHARITY GENERAL 142,500
    SUMMIT LAND CONSERVANCY
    P O BOX 1775
    PARK CITY,UT84060     		NONE PUBLIC CHARITY GENERAL 17,500
    WOMEN'S SKI JUMPING USA
    P O BOX 980218
    PARK CITY,UT84098     		NONE PUBLIC CHARITY GENERAL 4,000
    Total .................................bullet 3a 205,200
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....     14 61,235  
    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 .............     		    18 319,350  
    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).. 0 380,585 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13380,585
    (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
    THE BACKCOUNTRY CHARITABLE TRUST
     
    Employer identification number

    26-1214808
    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
    THE BACKCOUNTRY CHARITABLE TRUST
          		Employer identification number

    26-1214808
    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
     
     

    JOSEPH J HOLLAND  
    P O BOX 850
     
    NORWICH, VT05055

    		$10,027


    (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
    THE BACKCOUNTRY CHARITABLE TRUST
          		Employer identification number

    26-1214808
    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
    1
    		 108 SHS EXXON MOBIL $10,027 2013-11-11
    (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
    THE BACKCOUNTRY CHARITABLE TRUST
          		Employer identification number

    26-1214808
    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 AccountingFeesSchedule
    Name:
    THE BACKCOUNTRY CHARITABLE TRUST
    EIN: 26-1214808
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    NORTHEAST INVESTMENT MGMT 1,050 1,050   0

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    THE BACKCOUNTRY CHARITABLE TRUST
    EIN: 26-1214808
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3267.375 LOOMIS SAYLES GLOBAL BOND 0 0
    1672.056 TEMPLETON GLOBAL BOND FUND 0 0
    2443.793 PIMCO TOTAL RETURN 0 0
    1710.867 PIMCO TOTAL RETURN 0 0
    8924.912 VANGUARD INFLATION PROTECTED 0 0
    165 AMAZON.COM 49,847 65,800
    877 DISNEY 30,971 67,003
    123 DISNEY 4,001 9,398
    817 DISNEY 0 0
    1400 DUNKIN BRANDS GROUP 60,925 67,480
    1600 LOWES COS 58,621 79,280
    600 MAGNA INTL 50,367 49,236
    600 MCDONALDS 0 0
    1120 NIKE 60,173 88,077
    2200 V.F. CORP 69,263 137,148
    775 WILLIAMS-SONOMA 40,200 45,167
    999 CVS CAREMARK 38,976 71,498
    470 CVS CAREMARK 19,514 33,638
    740 DIAGEO PLC 70,598 97,991
    1800 MONDELEZ INTL 51,575 63,540
    750 NESTLE 24,443 55,192
    556 PEPSICO 40,986 46,115
    244 PEPSICO 18,532 20,237
    1260 WHOLE FOODS MARKET 59,869 72,866
    440 WHOLE FOODS MARKET 20,436 25,445
    650 ABBOTT LABS 40,161 24,915
    850 ABBOTT LABS 27,931 32,580
    450 ALLERGAN 0 0
    320 CELGENE 48,033 54,070
    1000 COVIDIEN PLC 0 0
    1000 COVIDIEN PLC 49,476 68,100
    150 INTUITIVE SURGICAL 0 0
    950 GILEAD SCIENCES 59,447 71,345
    319 JOHNSON & JOHNSON 0 0
    681 JOHNSON & JOHNSON 0 0
    1165 NOVARTIS 0 0
    650 NOVARTIS 36,239 52,247
    300 NOVO NORDISK 50,759 55,428
    694 PERRIGO 0 0
    400 PERRIGO 60,882 61,384
    1300 CABOT OIL & GAS 46,923 50,388
    525 CHEVRON 48,187 65,578
    125 CHEVRON 9,686 15,613
    1200 NOBLE 48,076 44,964
    849 EXXON MOBIL 0 0
    485 EXXON MOBIL 0 0
    690 OCCIDENTAL PETROLEUM 51,119 65,619
    325 PIONEER NATURAL RESOURCES 50,714 59,823
    392 SCHLUMBERGER 41,313 35,323
    760 SCHLUMBERGER 42,867 68,484
    5000 BANK OF AMERICA 60,102 77,850
    670 BERKSHIRE HATHAWAY CL B 50,223 79,435
    575 GOLDMAN SACHS 83,294 101,924
    856 T ROWE PRICE 48,724 71,707
    1235 T ROWE PRICE 73,029 103,456
    2000 US BANCORP 60,625 80,800
    2400 WISDOMTREE INVESTMENTS 29,222 42,504
    26 CATERPILLAR TRACTOR 2,080 2,361
    1040 CATERPILLAR TRACTOR 0 0
    720 CATERPILLAR TRACTOR 35,802 63,022
    1640 DANAHER 69,731 126,608
    1000 DEERE 0 0
    725 DEERE 49,854 66,214
    4900 GENERAL ELECTRIC 64,899 137,347
    600 HONEYWELL INTL 50,059 54,822
    550 UNION PACIFIC 40,115 92,400
    1600 3-D SYSTEMS 69,501 148,688
    1172 AKAMAI TECH 36,174 55,295
    1190 AKAMAI TECH 29,631 56,144
    450 APPLE INC 0 0
    250 APPLE INC 41,985 140,255
    51 GOOGLE 30,167 57,156
    24 GOOGLE 16,449 26,897
    40 GOOGLE 35,479 44,829
    465 I.B.M. 0 0
    1700 ORACLE 0 0
    900 QUALCOMM 0 0
    130 MASTERCARD 80,845 108,610
    450 VISA 49,150 100,206
    1300 YANDEX NV 49,850 56,095
    1150 AMERICAN TOWER 0 0
    812 AMERICAN TOWER 30,158 64,814
    2400 WEYERHAEUSER REIT 66,405 75,768
    6989.272 NORTHEAST GROWTH FUND 0 0
    1616.905 NORTHEAST GROWTH FUND 0 0
    4792.217 NORTHEAST GROWTH FUND 109,694 82,714
    297.189 VANGUARD MID CAP INDEX 9,500 12,773
    2483.491 VANGUARD MID CAP INDEX 62,500 106,740
    1105.051 VANGUARD MID CAP INDEX 40,257 47,496
    446.426 VANGUARD SMALL CAP 14,562 21,201
    3148.421 VANGUARD SMALL CAP 52,500 149,518
    6351.712 HARDING LOEVNER INST EMERG MKT 0 0
    11017.716 HARDING LOEVNER INST EMERG MKT 182,703 196,776
    7315.918 OAKMARK INTERNATIONAL FUND 0 0
    9298.961 OAKMARK INTERNATIONAL FUND 166,621 244,749
    860 ISHRS COHEN & STEERS RLTY 0 0
    1165 SPDR GOLD TRUST 0 0

    TY 2013 OtherExpensesSchedule
    Name:
    THE BACKCOUNTRY CHARITABLE TRUST
    EIN: 26-1214808
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SPDR GOLD TRUST 406 406   0
    NESTLE ADR FEE 15 0   0


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    THE BACKCOUNTRY CHARITABLE TRUST
    EIN: 26-1214808
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    NORTHEAST INVESTMENT MGMT 14,313 12,166   2,147


    TY 2013 TaxesSchedule
    Name:
    THE BACKCOUNTRY CHARITABLE TRUST
    EIN: 26-1214808
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX WITHHELD 1,766 1,766   0
    2012 FEDERAL EXCISE TAX - EXT PYMT 4,000 4,000   0