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
LONNIE L MICHAEL FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)535 MILLEDGE CIRCLE   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ATHENS, GA30606
A Employer identification number

20-6005600
B Telephone number (see instructions)

(706) 548-1832
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,060,704J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 18,363 18,363  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 75,124
b Gross sales price for all assets on line 6a 1,813,300
7 Capital gain net income (from Part IV, line 2)... 75,124
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)....... Click to see attachment -160 -160  
12 Total. Add lines 1 through 11........ 93,327 93,327  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 32,400      
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 7,000      
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 7,357      
19 Depreciation (attach schedule) and depletion... Click to see attachment 762    
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 23,040 21,091    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 70,559 21,091   0
25 Contributions, gifts, grants paid........ 50,583 50,583
26 Total expenses and disbursements. Add lines 24 and 25 121,142 21,091   50,583
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -27,815
b Net investment income (if negative, enter -0-) 72,236
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............... 80,353 65,330 65,330
2 Savings and temporary cash investments..........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 868,652 Click to see attachment887,209 934,520
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)........... 55,000 Click to see attachment60,000 60,000
14 Land, buildings, and equipment: basis bullet3,318
Less: accumulated depreciation (attach schedule) bullet2,464 689 Click to see attachment854 854
15 Other assets (describe bullet) Click to see attachment36,514 Click to see attachment47,311  
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,041,208 1,060,704 1,060,704
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 1,041,208 1,060,704
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).................... 1,041,208 1,060,704
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 1,041,208 1,060,704
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 1,041,208
2 Enter amount from Part I, line 27a..................... 2 -27,815
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 47,311
4 Add lines 1, 2, and 3.......................... 4 1,060,704
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 1,060,704
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 28 accenture plc ireland   2012-12-31 2013-10-17
b 50 ALTRIA GRP   2012-12-11 2013-10-17
c 154 AMER EXPRESS   2013-08-07 2013-10-17
d 19 AMER TOWER CORP   2012-12-31 2013-10-17
e 9 APPLE   2012-12-31 2013-10-17
98 ASCENA RETAIL GRP   2012-12-31 2013-01-11
53 BRINKER INTLINC   2012-12-31 2013-10-17
78 CARDTRONICS   2012-12-31 2013-10-17
17 CATERPILLAR INC   2012-12-11 2013-10-17
42 CBS CORP CL B   2012-12-11 2013-10-17
40 CHURCH DWIGHT INC   2012-12-31 2013-10-17
77 CISCO SYS   2012-12-31 2013-10-17
266 COCA COLA   2013-08-07 2013-10-17
7142.857 CREDIT SUISSEHIGH INC FD   2013-05-16 2013-07-11
25 CULLEN FROST BANKERS   2012-12-31 2013-10-17
71 DONALDSON CO   2012-12-31 2013-10-17
208 DUPONT   2013-08-07 2013-10-17
62 EMC CORP MASS   2012-12-31 2013-10-17
23 EASTMAN CHEM   2012-12-31 2013-10-17
29 ENSCO PLC CL A   2012-12-31 2013-10-17
54 EXPRESS CCRIPTS HLDG CO   2012-12-31 2013-10-17
90 FREEPORT-MCMORAN COPPER   2012-12-31 2013-10-17
22 GRACO INC   2012-12-31 2013-10-17
23 HEALTHCARE REIT   2012-12-11 2013-10-17
151 HOME DEPOT   2013-08-07 2013-10-17
18 HUBBELL   2012-12-31 2013-10-17
109 INTEL CORP   2012-12-31 2013-10-17
56 INTL PAPER   2012-12-31 2013-10-17
384 ISHARES ET RUSSELL 2000   2013-08-07 2013-10-01
45 ISHARES ET RUSSELL 2000   2013-10-17 2013-12-09
400 ISHARES US HEALTHCARE   2013-06-21 2013-10-17
143 ISHARES 7-10 TREAS BD   2012-12-31 2013-06-18
100 ISHARES 7-10 TREAS BD   2013-07-03 2013-07-11
631 ISHARES 7-10 YR TREAS BD   2013-07-03 2013-07-11
109 ISHARES 1-3 YR TREAS BD   2012-12-31 2013-07-11
188 ISHARES INTERM CR BD   2012-12-11 2013-06-18
489 ISHARES 1-3 YR CR BD   2012-12-11 2013-07-11
235 ISHARES CORE SP   2012-12-11 2013-10-01
410 ISHARES CORE SPMIDCAP   2012-12-11 2013-10-01
600 ISHARES CORE SP 500   2013-07-11 2013-10-01
400 ISHARES CORE SP 500   2013-07-11 2013-10-01
28 ISHARES CORE SP 500   2013-10-17 2013-12-09
128 ISHARES IBOXX 7 INV GRADE   2012-12-11 2013-07-11
57 ISHARES MBS   2012-12-31 2013-07-11
109 ISHARES MSCI SO KOREA   2012-12-31 2013-06-18
102 ISHARES MSCI MALAYSIA   2012-12-11 2013-06-18
146 ISHARES MSCI UN KINGDOM   2012-12-31 2013-10-17
119 ISHARES MSCI ENERG MKTS   2013-10-17 2013-12-09
109 JPMORGAN CHASE   2012-12-11 2013-10-17
97 KBR INC   2012-12-31 2013-10-17
49 LAM RESEARCH   2012-12-31 2013-10-17
67 MASIMO CORP   2012-12-31 2013-10-17
112 MET LIFE   2012-12-31 2013-10-17
137 MET LIFE   2013-08-07 2013-10-17
17 MOHAWK INDS   2012-12-31 2013-10-17
31 OMNICOM GRP   2012-12-31 2013-10-17
24 ONEOK INC   2012-12-31 2013-10-17
59 ORACLE CORP   2012-12-11 2013-10-17
116 ORACLE CORP   2012-12-31 2013-10-17
19 PARKER-HANNIFIN CORP   2012-12-31 2013-10-17
59 PFIZER   2012-12-11 2013-10-17
20 PHILIP MORRIS   2012-12-31 2013-10-17
652 POWERSHARES PRE PORT   2012-12-11 2013-10-17
164 POWERSHARES EM MAR SOV   2012-12-11 2013-10-17
2385 POWERSHARES ACHIEVERS   2013-03-20 2013-10-17
101 POWERSHARES SP SMALLCAP   2012-12-31 2013-10-17
172 POWERSHARESSP SMALLCAP   2013-08-07 2013-10-17
62 POWERSHARES SP UTIL   2012-12-31 2013-10-17
201 POWERSHARES SP   2012-12-31 2013-10-17
265 POWERSHARES SP   2013-08-07 2013-10-17
117 POWERSHARES SMALLCAP   2012-12-31 2013-10-17
178 POWERSHARES SMALLCAP   2013-08-07 2013-10-17
304 POWERSHARES   2013-08-07 2013-10-17
240 POWERSHARES HLTH CARE   2013-08-07 2013-10-17
1232 POWERSHARES LOW VOL PORT   2013-01-25 2013-10-01
2168 POWERSHARES LOW VOL PORT   2013-01-25 2013-10-01
30 PVH   2012-12-31 2013-10-17
23 QUALCOMM   2012-12-11 2013-10-17
22 SCHLUMBERGER   2012-12-11 2013-10-17
99 SECTOR SPDR TR   2012-12-11 2013-10-17
462 SPDR BARCLAYS   2012-12-11 2013-07-11
52100 SPDR BARCLAYS 1-3 MO T BILL   2013-01-25 2013-07-11
148 SPDR BARCLAYS INTL TREAS   2012-12-11 2013-07-11
825 SPDR BARCLAYS TIPS   2013-01-25 2013-05-16
825 SPDR BARCLAYS TIPS   2013-01-25 2013-06-07
578 SPDR SP 500   2013-06-20 2013-10-01
12 TARGET   2012-12-31 2013-10-17
29 TIME WARNER   2012-12-31 2013-10-17
153 UNITED HEALTHCARE   2013-08-07 2013-10-17
1350 VANGUARD FTSE   2012-12-31 2013-06-24
200 VANGUARD INTL EQUITY   2012-12-31 2013-06-18
368 VANGUARD INTL EQUITY   2012-12-31 2013-06-18
400 VANGUARD INTL EQUITY   2012-12-11 2013-06-18
121 VANGUARD INTL EQUITY   2013-10-17 2013-12-09
206 VANGUARD REIT   2012-12-11 2013-10-17
430 VANGUARD TOTAL BOND   2012-12-11 2013-06-18
941 VERIZON   2012-12-31 2013-10-17
45 WHITING PETRO   2012-12-31 2013-10-17
682 POWERSHARES DB   2012-12-31 2013-06-18
47.22 AMER CENTY DIV BD   2012-09-04 2013-01-02
1.68 AMER CNTYDIV BD   2013-01-02 2013-01-14
61.699 AMER CNTY MUT FDS   2012-12-19 2013-01-02
83.756 ARTISAN PTRS   2012-07-26 2013-01-02
39.838 DODGE COX FDS   2012-07-26 2013-01-02
216.084 DEYFUS INTL FDS   2012-07-26 2013-01-02
326.809 EATON VANCE LG CAP   2012-07-26 2013-01-02
89.99 EATON VANCE SER II   2012-06-01 2013-01-02
5.885 EATON VANCE SER II   2013-01-02 2013-01-14
610.395 FIRST EAGLE   2012-07-26 2013-01-02
43.368 HARBOR FD   2012-07-26 2013-01-02
1050.427 HARRIS ASSOC INVT TR   2012-07-26 2013-01-02
452.538 JANUS INVT FD   2012-07-02 2013-01-02
25.752 JANUS INVT FD   2013-01-02 2013-01-14
89.173 JPMORGAN CORE BD   2012-09-04 2013-01-02
6.809 JPMORGAN CORE BD   2013-01-02 2013-01-14
11.149 MUNDERSER TR   2012-07-26 2013-01-02
17.954 NUVEEN INVT FDS   2012-12-17 2013-01-02
118.411 PIMCO FDS   2012-12-13 2013-01-02
3.81 PIMCO FDS   2013-01-02 2013-01-14
74.439PIMCO FDS   2012-12-13 2013-01-02
20.293 PIONEER SER TR I   2012-11-28 2013-01-02
17.923 ROYCE FDS   2012-07-26 2013-01-02
665.333 VIRTUS   2012-07-26 2013-01-02
7.818 WT MUT FD   2012-12-13 2013-01-02
815.345 AMER CNTY   2010-12-30 2013-01-02
948.76 AMER CNTY MUT FDS   2010-06-29 2013-01-02
833.331 ARTISAN PTRS   2010-08-18 2013-01-02
471.751 DODGE COX   2010-12-30 2013-01-02
1482.266DREYFUS INTL FDS   2010-12-30 2013-01-02
1328.645 EATON VANCE LG CAP   2011-02-22 2013-01-02
1010.181 EATON VANCE SER II   2010-12-30 2013-01-02
3407.04 GOLDMAN SACHS   2011-09-07 2013-01-02
676.75 HARBOR FD   2010-12-30 2013-01-02
1122.759 JANUS   2011-10-03 2013-01-02
2559.641JPMORGAN CORE BD   2010-12-30 2013-01-02
314.409 MUNDER SER TR MIDCAP   2010-06-29 2013-01-02
312.434 NUVEEN   2010-12-30 2013-01-02
1603.738 PIMCO FDS PAC INVT   2010-12-30 2013-01-02
1842.763 PIMCO FDS   2011-10-04 2013-01-02
430.696 PIONEER SER TR I   2010-08-18 2013-01-02
483.507 ROYCE FDS   2010-06-29 2013-01-02
329.685 WT MUT FD CRM MID CAP   2010-06-29 2013-01-02
(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 2,029   1,860 169
b 1,785   1,676 109
c 12,201   10,961 1,240
d 1,493   1,463 30
e 4,531   4,847 -316
1,626   1,802 -176
2,168   1,638 530
2,994   1,845 1,149
1,455   1,488 -33
2,422   1,519 903
2,474   2,136 338
1,743   1,518 225
10,169   10,532 -363
49,357   50,000 -643
1,773   1,353 420
2,835   2,337 498
12,300   11,473 827
1,527   1,572 -45
1,860   1,565 295
1,600   1,713 -113
3,446   2,906 540
3,100   3,083 17
1,660   1,133 527
1,486   1,349 137
11,371   11,533 -162
1,886   1,518 368
2,592   2,250 342
2,527   2,229 298
41,208   39,854 1,354
5,057   4,897 160
44,091   39,803 4,288
15,021   15,366 -345
10,164   10,256 -92
64,143   64,722 -579
9,188   9,201 -13
20,538   20,952 -414
51,279   51,545 -266
23,608   18,086 5,522
51,454   45,113 6,341
101,929   100,662 1,267
67,951   67,106 845
5,110   4,850 260
14,547   15,582 -1,035
5,939   6,155 -216
5,974   6,807 -833
1,617   1,519 98
2,912   2,614 298
5,008   5,124 -116
5,894   4,703 1,191
3,312   2,902 410
2,616   1,773 843
1,879   1,406 473
5,530   3,679 1,851
6,764   6,791 -27
2,098   1,535 563
2,021   1,547 474
1,297   1,020 277
1,948   1,897 51
3,829   3,874 -45
2,014   1,613 401
1,762   1,510 252
1,739   1,667 72
8,867   9,601 -734
4,560   5,151 -591
41,832   39,987 1,845
4,458   3,341 1,117
7,592   7,322 270
2,053   1,845 208
7,616   6,181 1,435
10,041   9,837 204
4,851   3,601 1,250
7,380   6,884 496
12,620   11,563 1,057
12,048   9,813 2,235
38,528   35,463 3,065
67,800   62,406 5,394
3,631   3,350 281
1,573   1,477 96
2,004   1,592 412
3,227   2,885 342
18,500   18,823 -323
96,158   96,191 -33
8,359   9,056 -697
48,975   49,806 -831
47,509   49,806 -2,297
97,653   91,559 6,094
772   708 64
1,960   1,385 575
11,030   9,510 1,520
46,574   47,239 -665
8,014   8,900 -886
14,746   16,376 -1,630
16,030   17,343 -1,313
5,013   5,115 -102
14,230   13,340 890
35,249   36,319 -1,070
4,471   3,962 509
3,017   1,948 1,069
17,980   18,891 -911
526   526  
19   19  
1,719   1,686 33
1,311   1,253 58
1,408   1,237 171
2,295   1,977 318
6,533   6,052 481
543   524 19
36   35 1
13,813   13,053 760
1,885   1,757 128
30,410   29,111 1,299
459   461 -2
273   279 -6
1,074   1,069 5
82   82  
375   337 38
386   377 9
1,329   1,339 -10
43   43  
496   496  
622   586 36
256   226 30
6,939   6,224 715
247   231 16
9,075   8,769 306
26,432   22,225 4,207
13,045   12,635 410
16,667   14,880 1,787
15,742   17,407 -1,665
26,560   24,815 1,745
6,091   5,805 286
3,407   3,407  
29,418   23,105 6,313
12,126   11,975 151
30,818   29,504 1,314
10,564   7,849 2,715
6,720   5,477 1,243
17,994   17,554 440
12,273   14,423 -2,150
13,209   11,267 1,942
6,900   5,800 1,100
10,408   8,293 2,115
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       169
b       109
c       1,240
d       30
e       -316
      -176
      530
      1,149
      -33
      903
      338
      225
      -363
      -643
      420
      498
      827
      -45
      295
      -113
      540
      17
      527
      137
      -162
      368
      342
      298
      1,354
      160
      4,288
      -345
      -92
      -579
      -13
      -414
      -266
      5,522
      6,341
      1,267
      845
      260
      -1,035
      -216
      -833
      98
      298
      -116
      1,191
      410
      843
      473
      1,851
      -27
      563
      474
      277
      51
      -45
      401
      252
      72
      -734
      -591
      1,845
      1,117
      270
      208
      1,435
      204
      1,250
      496
      1,057
      2,235
      3,065
      5,394
      281
      96
      412
      342
      -323
      -33
      -697
      -831
      -2,297
      6,094
      64
      575
      1,520
      -665
      -886
      -1,630
      -1,313
      -102
      890
      -1,070
      509
      1,069
      -911
       
       
      33
      58
      171
      318
      481
      19
      1
      760
      128
      1,299
      -2
      -6
      5
       
      38
      9
      -10
       
       
      36
      30
      715
      16
      306
      4,207
      410
      1,787
      -1,665
      1,745
      286
       
      6,313
      151
      1,314
      2,715
      1,243
      440
      -2,150
      1,942
      1,100
      2,115
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 75,124
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 52,865
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 71,115    
2011 57,972    
2010 40,450    
2009 25,861    
2008 15,400 92,006 000.167380
2 Total of line 1, column (d) ...................... 2 000.167380
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. . . 		3 000.033476
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4  
5 Multiply line 4 by line 3....................... 5  
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 722
7 Add lines 5 and 6......................... 7 722
8 Enter qualifying distributions from Part XII, line 4.............. 8 50,583
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 1 722
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  
3 Add lines 1 and 2............................ 3 722
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 722
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a  
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  
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 9 722
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
     
    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)
    bulletGA
    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
     
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletMICHAEL FITZGERALD Telephone no.bullet (706) 548-1832
    Located atbullet535 MILLEDGE CIRCLEATHENSGA ZIP+4bullet30606
    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
    LONNIE MICHAEL DECEASED TRUSTEE
    000.00     		0    
    ARBOR TERRACE-3736 ATL HWY
    ATHENS,GA30606
    JENNIFER T FITZGERALD TRUSTEE
    015.00     		0    
    535 MILLEDGE CIRCLE
    ATHENS,GA30606
    MICHAEL K FITZGERALD JR TRUSTEE
    010.00     		16,200    
    535 MILLEDGE CIRCLE
    ATHENS,GA30606
    CATHERINE D FITZGERALD TRUSTEE
    010.00     		16,200    
    535 MILLEDGE CIRCLE
    ATHENS,GA30606
    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
     
    Total number of other employees paid over $50,000...................bullet  
    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
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    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 THESE FUNDS ARE DISTRIBUTED TO VARIOUS RELIGIOUS, ACADEMIC, HEALTH CARE, HOMELESS, AND OTHER CHARITABLE ORGANIZATIONS IN THE ATHENS, GA. AREA TO BETTER THE LIVES OF THE PEOPLE THEY SERVE. 0
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    722
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    722
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    722
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    722
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    -722
    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 -722
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009....... 25,861
    c From 2010....... 40,541
    d From 2011....... 57,972
    e From 2012....... 71,352
    fTotal of lines 3a through e......... 195,726
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 50,583
    a Applied to 2012, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2013 distributable amount.....  
    e Remaining amount distributed out of corpus 50,583
    5 Excess distributions carryover applied to 2013.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 246,309
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		246,309
    10 Analysis of line 9:
    a Excess from 2009.... 25,861
    b Excess from 2010.... 40,541
    c Excess from 2011.... 57,972
    d Excess from 2012.... 71,352
    e Excess from 2013.... 50,583
    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).)
    LONNIE MICHAEL
    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
    ATHENS ACADEMY
    SPARTAN LANE
    ATHENS,GA30601     		NA   ACADEMIC SCHOLORSHIP 2,158
    EMMANUEL EPISCOPAL CHURCH
    498 PRINCE AVE
    ATHENS,GA30601     		NA   OUTREACH PROGRAMS BLDG PROGRAM 20,600
    QUAIL UNLIMITED
    P O BOX 1810
    TRAVERSE CITY,MI49685     		NA   WILDLIFE CONSERVATION 1,000
    LEUKEMIA & LYMPHOMA SOCIETY
    3715 NORTHSIDE DR BLG 400
    ATLANTA,GA30327     		NA   CANCER RESEARCH 750
    UGA NFF & HOF
    P O BOX 1472
    ATHENS,GA30602     		NA   SCHOLORSHIPS INNER CITY SCHOOL PROGRAMS 800
    CLUTE BARROW NELSON FDN
    320 MILLEDGE HGHTS
    ATHENS,GA30606     		NA   CANCER RESEARCH 250
    UGA TEE OFF CLUB
    P O BOX 1472
    ATHENS,GA30602     		NA   SCHOLORSHIPS 2,825
    ST MARY'S HOSPITAL FDN
    1230 BAXTER ST
    ATHENS,GA30606     		NA   MEDICAL RESEARCH OUTREACH PROGRAMS 4,500
    ATHENS-CLARKE CNTY LIBRARY ENDOWMENT
    2025 BAXTER ST
    ATHENS,GA30606     		NA   BOOKS FOR COMMUNITY 750
    WOUNDED WARRIOR PROJECT
    4899 BELFORT RD STE 300
    JACKSONVILLE,FL32256     		NA   DISABLED VETERANS 500
    MORGAN COUNTY HS BAND
    OLD BUCKHEAD RD
    MADISON,GA30650     		NA   STUDEN PROGRAMS 250
    ATHENS YMCA
    915 HAWTHORNE AVE
    ATHENS,GA30606     		NA   YOUTH PROGRAMS 200
    UGA FOUNDATION
    394 SO MILLEDGE AVE
    ATHENS,GA30606     		NA   SCHOLORSHIPS 15,000
    STUART F SLIGH JR FDN
    1204 WALTHOUR RD
    SAVANNAH,GA31410     		NA   SCHOLORSHIP 100
    ST JUDE'S RESEARCH HOSPITAL
    501 ST JUDE PL
    MEMPHIS,TN38105     		NA   CHILDRENNS MEDICAL RESEARCH 200
    PETE NANCE BOYS & GIRLS CLUB
    P O BOX 474
    GREENSBORO,GA30642     		NA   YOUTH PROGRAMS 500
    LORAN SMITH CANCER CENTER
    1198 PRINCE AVE
    ATHENS,GA30601     		NA   SUPPORT FOR CANCER PATIENTS 200
    Total .................................bullet 3a 50,583
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....         18,363
    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.....         160
    8
    Gain or (loss) from sales of assets other than inventory .............     		        75,124
    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)..     93,327
    13Total. Add line 12, columns (b), (d), and (e)..................
    1393,327
    (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.)
    1 THESE FUNDS ARE DISTRIBUTED TO VARIOUS RELIGIOUS, ACADEMIC,
    3 HEALTH CARE, HOMELESS, AND OTHER CHARITABLE ORGANIZATIONS
    4 IN THE ATHENS, GA. AREA TO BETTER THE LIVES
    8 OF THE PEOPLE THEY SERVE.
    11 THESE FUNDS ARE DISTRIBUTED TO VARIOUS RELIGIOUS, ACADEMIC,
    12 HEALTHCARE, HOMELESS, AND OTHER ORGANIZATIONS TO BETTER THE
    13 LIVES OF THE PEOPLE THEY SERVE IN THE ATHENS, GA. AREA.
    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: 13000230
    Software Version: 13.6.0.0


    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
    LONNIE L MICHAEL FOUNDATION
     
    Employer identification number

    20-6005600
    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
    LONNIE L MICHAEL FOUNDATION
          		Employer identification number

    20-6005600
    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
     
     
     

       
     
     

    		$  


    (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
    LONNIE L MICHAEL FOUNDATION
          		Employer identification number

    20-6005600
    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
    LONNIE L MICHAEL FOUNDATION
          		Employer identification number

    20-6005600
    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: 13000230
    Software Version: 13.6.0.0

    TY 2013 AccountingFeesSchedule
    Name:
    LONNIE L MICHAEL FOUNDATION
    EIN: 20-6005600
    Software ID:13000230
    Software Version:13.6.0.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    HORTON BUSINESS SERVICES 7,000      

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

    TY 2013 DepreciationSchedule
    Name:
    LONNIE L MICHAEL FOUNDATION
    EIN: 20-6005600
    Software ID:13000230
    Software Version:13.6.0.0
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    MAC COMPUTER 2010-09-14 2,391 1,702 200DB 0000000005.000000000000 275      
    PEACH MAC COMPUTER 2013-11-29 926   200DB 0000000005.000000000000 487      

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

    TY 2013 GainLossSaleOtherAssetsSch
    Name:
    LONNIE L MICHAEL FOUNDATION
    EIN: 20-6005600
    Software ID:13000230
    Software Version:13.6.0.0
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    28 accenture plc ireland 2012-12   2013-10   2,029 1,860     169  
    50 ALTRIA GRP 2012-12   2013-10   1,785 1,676     109  
    154 AMER EXPRESS 2013-08   2013-10   12,201 10,961     1,240  
    19 AMER TOWER CORP 2012-12   2013-10   1,493 1,463     30  
    9 APPLE 2012-12   2013-10   4,531 4,847     -316  
    98 ASCENA RETAIL GRP 2012-12   2013-01   1,626 1,802     -176  
    53 BRINKER INTLINC 2012-12   2013-10   2,168 1,638     530  
    78 CARDTRONICS 2012-12   2013-10   2,994 1,845     1,149  
    17 CATERPILLAR INC 2012-12   2013-10   1,455 1,488     -33  
    42 CBS CORP CL B 2012-12   2013-10   2,422 1,519     903  
    40 CHURCH DWIGHT INC 2012-12   2013-10   2,474 2,136     338  
    77 CISCO SYS 2012-12   2013-10   1,743 1,518     225  
    266 COCA COLA 2013-08   2013-10   10,169 10,532     -363  
    7142.857 CREDIT SUISSEHIGH INC FD 2013-05   2013-07   49,357 50,000     -643  
    25 CULLEN FROST BANKERS 2012-12   2013-10   1,773 1,353     420  
    71 DONALDSON CO 2012-12   2013-10   2,835 2,337     498  
    208 DUPONT 2013-08   2013-10   12,300 11,473     827  
    62 EMC CORP MASS 2012-12   2013-10   1,527 1,572     -45  
    23 EASTMAN CHEM 2012-12   2013-10   1,860 1,565     295  
    29 ENSCO PLC CL A 2012-12   2013-10   1,600 1,713     -113  
    54 EXPRESS CCRIPTS HLDG CO 2012-12   2013-10   3,446 2,906     540  
    90 FREEPORT-MCMORAN COPPER 2012-12   2013-10   3,100 3,083     17  
    22 GRACO INC 2012-12   2013-10   1,660 1,133     527  
    23 HEALTHCARE REIT 2012-12   2013-10   1,486 1,349     137  
    151 HOME DEPOT 2013-08   2013-10   11,371 11,533     -162  
    18 HUBBELL 2012-12   2013-10   1,886 1,518     368  
    109 INTEL CORP 2012-12   2013-10   2,592 2,250     342  
    56 INTL PAPER 2012-12   2013-10   2,527 2,229     298  
    384 ISHARES ET RUSSELL 2000 2013-08   2013-10   41,208 39,854     1,354  
    45 ISHARES ET RUSSELL 2000 2013-10   2013-12   5,057 4,897     160  
    400 ISHARES US HEALTHCARE 2013-06   2013-10   44,091 39,803     4,288  
    143 ISHARES 7-10 TREAS BD 2012-12   2013-06   15,021 15,366     -345  
    100 ISHARES 7-10 TREAS BD 2013-07   2013-07   10,164 10,256     -92  
    631 ISHARES 7-10 YR TREAS BD 2013-07   2013-07   64,143 64,722     -579  
    109 ISHARES 1-3 YR TREAS BD 2012-12   2013-07   9,188 9,201     -13  
    188 ISHARES INTERM CR BD 2012-12   2013-06   20,538 20,952     -414  
    489 ISHARES 1-3 YR CR BD 2012-12   2013-07   51,279 51,545     -266  
    235 ISHARES CORE SP 2012-12   2013-10   23,608 18,086     5,522  
    410 ISHARES CORE SPMIDCAP 2012-12   2013-10   51,454 45,113     6,341  
    600 ISHARES CORE SP 500 2013-07   2013-10   101,929 100,662     1,267  
    400 ISHARES CORE SP 500 2013-07   2013-10   67,951 67,106     845  
    28 ISHARES CORE SP 500 2013-10   2013-12   5,110 4,850     260  
    128 ISHARES IBOXX 7 INV GRADE 2012-12   2013-07   14,547 15,582     -1,035  
    57 ISHARES MBS 2012-12   2013-07   5,939 6,155     -216  
    109 ISHARES MSCI SO KOREA 2012-12   2013-06   5,974 6,807     -833  
    102 ISHARES MSCI MALAYSIA 2012-12   2013-06   1,617 1,519     98  
    146 ISHARES MSCI UN KINGDOM 2012-12   2013-10   2,912 2,614     298  
    119 ISHARES MSCI ENERG MKTS 2013-10   2013-12   5,008 5,124     -116  
    109 JPMORGAN CHASE 2012-12   2013-10   5,894 4,703     1,191  
    97 KBR INC 2012-12   2013-10   3,312 2,902     410  
    49 LAM RESEARCH 2012-12   2013-10   2,616 1,773     843  
    67 MASIMO CORP 2012-12   2013-10   1,879 1,406     473  
    112 MET LIFE 2012-12   2013-10   5,530 3,679     1,851  
    137 MET LIFE 2013-08   2013-10   6,764 6,791     -27  
    17 MOHAWK INDS 2012-12   2013-10   2,098 1,535     563  
    31 OMNICOM GRP 2012-12   2013-10   2,021 1,547     474  
    24 ONEOK INC 2012-12   2013-10   1,297 1,020     277  
    59 ORACLE CORP 2012-12   2013-10   1,948 1,897     51  
    116 ORACLE CORP 2012-12   2013-10   3,829 3,874     -45  
    19 PARKER-HANNIFIN CORP 2012-12   2013-10   2,014 1,613     401  
    59 PFIZER 2012-12   2013-10   1,762 1,510     252  
    20 PHILIP MORRIS 2012-12   2013-10   1,739 1,667     72  
    652 POWERSHARES PRE PORT 2012-12   2013-10   8,867 9,601     -734  
    164 POWERSHARES EM MAR SOV 2012-12   2013-10   4,560 5,151     -591  
    2385 POWERSHARES ACHIEVERS 2013-03   2013-10   41,832 39,987     1,845  
    101 POWERSHARES SP SMALLCAP 2012-12   2013-10   4,458 3,341     1,117  
    172 POWERSHARESSP SMALLCAP 2013-08   2013-10   7,592 7,322     270  
    62 POWERSHARES SP UTIL 2012-12   2013-10   2,053 1,845     208  
    201 POWERSHARES SP 2012-12   2013-10   7,616 6,181     1,435  
    265 POWERSHARES SP 2013-08   2013-10   10,041 9,837     204  
    117 POWERSHARES SMALLCAP 2012-12   2013-10   4,851 3,601     1,250  
    178 POWERSHARES SMALLCAP 2013-08   2013-10   7,380 6,884     496  
    304 POWERSHARES 2013-08   2013-10   12,620 11,563     1,057  
    240 POWERSHARES HLTH CARE 2013-08   2013-10   12,048 9,813     2,235  
    1232 POWERSHARES LOW VOL PORT 2013-01   2013-10   38,528 35,463     3,065  
    2168 POWERSHARES LOW VOL PORT 2013-01   2013-10   67,800 62,406     5,394  
    30 PVH 2012-12   2013-10   3,631 3,350     281  
    23 QUALCOMM 2012-12   2013-10   1,573 1,477     96  
    22 SCHLUMBERGER 2012-12   2013-10   2,004 1,592     412  
    99 SECTOR SPDR TR 2012-12   2013-10   3,227 2,885     342  
    462 SPDR BARCLAYS 2012-12   2013-07   18,500 18,823     -323  
    52100 SPDR BARCLAYS 1-3 MO T BILL 2013-01   2013-07   96,158 96,191     -33  
    148 SPDR BARCLAYS INTL TREAS 2012-12   2013-07   8,359 9,056     -697  
    825 SPDR BARCLAYS TIPS 2013-01   2013-05   48,975 49,806     -831  
    825 SPDR BARCLAYS TIPS 2013-01   2013-06   47,509 49,806     -2,297  
    578 SPDR SP 500 2013-06   2013-10   97,653 91,559     6,094  
    12 TARGET 2012-12   2013-10   772 708     64  
    29 TIME WARNER 2012-12   2013-10   1,960 1,385     575  
    153 UNITED HEALTHCARE 2013-08   2013-10   11,030 9,510     1,520  
    1350 VANGUARD FTSE 2012-12   2013-06   46,574 47,239     -665  
    200 VANGUARD INTL EQUITY 2012-12   2013-06   8,014 8,900     -886  
    368 VANGUARD INTL EQUITY 2012-12   2013-06   14,746 16,376     -1,630  
    400 VANGUARD INTL EQUITY 2012-12   2013-06   16,030 17,343     -1,313  
    121 VANGUARD INTL EQUITY 2013-10   2013-12   5,013 5,115     -102  
    206 VANGUARD REIT 2012-12   2013-10   14,230 13,340     890  
    430 VANGUARD TOTAL BOND 2012-12   2013-06   35,249 36,319     -1,070  
    941 VERIZON 2012-12   2013-10   4,471 3,962     509  
    45 WHITING PETRO 2012-12   2013-10   3,017 1,948     1,069  
    682 POWERSHARES DB 2012-12   2013-06   17,980 18,891     -911  
    47.22 AMER CENTY DIV BD 2012-09   2013-01   526 526        
    1.68 AMER CNTYDIV BD 2013-01   2013-01   19 19        
    61.699 AMER CNTY MUT FDS 2012-12   2013-01   1,719 1,686     33  
    83.756 ARTISAN PTRS 2012-07   2013-01   1,311 1,253     58  
    39.838 DODGE COX FDS 2012-07   2013-01   1,408 1,237     171  
    216.084 DEYFUS INTL FDS 2012-07   2013-01   2,295 1,977     318  
    326.809 EATON VANCE LG CAP 2012-07   2013-01   6,533 6,052     481  
    89.99 EATON VANCE SER II 2012-06   2013-01   543 524     19  
    5.885 EATON VANCE SER II 2013-01   2013-01   36 35     1  
    610.395 FIRST EAGLE 2012-07   2013-01   13,813 13,053     760  
    43.368 HARBOR FD 2012-07   2013-01   1,885 1,757     128  
    1050.427 HARRIS ASSOC INVT TR 2012-07   2013-01   30,410 29,111     1,299  
    452.538 JANUS INVT FD 2012-07   2013-01   459 461     -2  
    25.752 JANUS INVT FD 2013-01   2013-01   273 279     -6  
    89.173 JPMORGAN CORE BD 2012-09   2013-01   1,074 1,069     5  
    6.809 JPMORGAN CORE BD 2013-01   2013-01   82 82        
    11.149 MUNDERSER TR 2012-07   2013-01   375 337     38  
    17.954 NUVEEN INVT FDS 2012-12   2013-01   386 377     9  
    118.411 PIMCO FDS 2012-12   2013-01   1,329 1,339     -10  
    3.81 PIMCO FDS 2013-01   2013-01   43 43        
    74.439PIMCO FDS 2012-12   2013-01   496 496        
    20.293 PIONEER SER TR I 2012-11   2013-01   622 586     36  
    17.923 ROYCE FDS 2012-07   2013-01   256 226     30  
    665.333 VIRTUS 2012-07   2013-01   6,939 6,224     715  
    7.818 WT MUT FD 2012-12   2013-01   247 231     16  
    815.345 AMER CNTY 2010-12   2013-01   9,075 8,769     306  
    948.76 AMER CNTY MUT FDS 2010-06   2013-01   26,432 22,225     4,207  
    833.331 ARTISAN PTRS 2010-08   2013-01   13,045 12,635     410  
    471.751 DODGE COX 2010-12   2013-01   16,667 14,880     1,787  
    1482.266DREYFUS INTL FDS 2010-12   2013-01   15,742 17,407     -1,665  
    1328.645 EATON VANCE LG CAP 2011-02   2013-01   26,560 24,815     1,745  
    1010.181 EATON VANCE SER II 2010-12   2013-01   6,091 5,805     286  
    3407.04 GOLDMAN SACHS 2011-09   2013-01   3,407 3,407        
    676.75 HARBOR FD 2010-12   2013-01   29,418 23,105     6,313  
    1122.759 JANUS 2011-10   2013-01   12,126 11,975     151  
    2559.641JPMORGAN CORE BD 2010-12   2013-01   30,818 29,504     1,314  
    314.409 MUNDER SER TR MIDCAP 2010-06   2013-01   10,564 7,849     2,715  
    312.434 NUVEEN 2010-12   2013-01   6,720 5,477     1,243  
    1603.738 PIMCO FDS PAC INVT 2010-12   2013-01   17,994 17,554     440  
    1842.763 PIMCO FDS 2011-10   2013-01   12,273 14,423     -2,150  
    430.696 PIONEER SER TR I 2010-08   2013-01   13,209 11,267     1,942  
    483.507 ROYCE FDS 2010-06   2013-01   6,900 5,800     1,100  
    329.685 WT MUT FD CRM MID CAP 2010-06   2013-01   10,408 8,293     2,115  

    TY 2013 GeneralExplanationAttachment
    Name:
    LONNIE L MICHAEL FOUNDATION
    EIN: 20-6005600
    Software ID:13000230
    Software Version:13.6.0.0
    Identifier Return Reference Explanation

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    LONNIE L MICHAEL FOUNDATION
    EIN: 20-6005600
    Software ID:13000230
    Software Version:13.6.0.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    362 shares of A TT T 12,320 12,728
    164 shares of AUTOMATIC DATA PROCESSING ADP 11,658 13,251
    100 shares of CHECRON CVX 11,146 12,491
    121 shares of CHUBB CORP CB 10,783 11,692
    155 shares of EXXON MOBIL XOM 13,478 15,686
    47 shares of INTL BUS MACHINES IBM 8,664 8,816
    132 shares of JOHNSON JOHNSON JNJ 11,423 12,090
    98 shares of MCDONALDS CORP MCD 9,179 9,509
    417 shares of MICROSOFT CORP MSFT 13,935 15,600
    130 shares of PEPSICO INC PEP 10,151 10,782
    151 shares of TARGET CORP 10,633 9,554
    110 shares of UNITED TECH CORP UTX 9,955 12,518
    260 shares of V F CORP VFC 12,563 16,208
    99 shares of 3MCO MMM 10,689 13,885
    196 shares of AFLAC INC 12,910 13,093
    99 shares of AIR PRODUCTS CHEMICALS INC 10,828 11,066
    232 shares of ANALOG DEVICES INC 10,954 11,816
    154 shares of BAXTER INTL 10,334 10,711
    108 shares of BECTON DICKINSON CO 11,213 11,933
    133 shares of CLOROX CO 11,172 12,337
    184 shares of COLGATE-PALMOLIVE CO 11,564 11,999
    197 shares of CONOCO PHILLIPS 14,362 13,918
    163 shares of EATON VANCECORP NON VTG 6,421 6,975
    166 shares of EMERSON ELECTRIC 10,775 11,650
    88 shares of FACTSET RESEARCH SYS 9,586 9,555
    218 shares of GENERAL MILLS INC 10,647 10,880
    121 shares of GENL DYNAMICS CORP COM 10,615 11,562
    33 shares of GRAINGER WW INC 8,551 8,429
    189 shares of HARRIS CORP DEL 11,116 13,194
    155 shares of ILLINOIS TOOL WORKS 11,772 13,032
    807 shares of ISHARES ET RUSSELL 2000 87,818 93,096
    507 shares of ISHARES CORE SP 500 INDEX FD 87,816 94,125
    2031 shares of ISHARES MSCI EMERING MKTS 87,450 84,886
    109 shares of J M SMUCKER CO 11,742 11,295
    165 shares of KELLOGG CO 10,008 10,077
    298 shares of LOWES COMPANIES INC 14,563 14,766
    217 shares of MEDTRONIC INC 12,107 12,454
    142 shares of NEXTERA ENERGY INC 11,605 12,158
    173 shares of NORDSTROM INC 10,075 10,691
    133 shares of NORFOLK SOUTHERN CORP 10,424 12,346
    251 shares of NORTHEAST UTILITIES 10,468 10,640
    153 shares of NOVARTIS AG SPON ADR 11,446 12,298
    276 shares of PAYCHEX INC 11,337 12,566
    108 shares of PHILLIPS 66 6,625 8,330
    132 shares of POLARIS INDS INC 17,376 19,224
    98 shares of PRAXAIR INC 12,141 12,743
    132 shares of PROCTER GAMBLE CO 10,302 10,746
    87 shares of SCANA CORP 3,980 4,083
    121 shares of SIGMA ALDRICH CORP 10,136 11,375
    297 shares of SYSCO CORP 9,524 10,722
    197 shares of THE SOUTHERN CO 8,146 8,099
    2069 shares of VANGUARD INTL EQUITY ET EMERGING 87,456 85,119
    142 shares of WAL-MART STORES INC 10,753 11,174
    110 shares of WISCONSIN ENERGY CORP 4,514 4,547

    TY 2013 InvestmentsOtherSchedule2
    Name:
    LONNIE L MICHAEL FOUNDATION
    EIN: 20-6005600
    Software ID:13000230
    Software Version:13.6.0.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    SPIRIT TWISTERS LLC STOCK AT COST 50,000 50,000
    PENLEY PAINTING AT COST 5,000 5,000
    PENLEY PAINTING AT COST 5,000 5,000

    TY 2013 LandEtcSchedule2
    Name:
    LONNIE L MICHAEL FOUNDATION
    EIN: 20-6005600
    Software ID:13000230
    Software Version:13.6.0.0
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    MAC COMPUTER 2,391 1,977 414 414
    PEACH MAC COMPUTER 927 487 440 440


    TY 2013 LegalFeesSchedule
    Name:
    LONNIE L MICHAEL FOUNDATION
    EIN: 20-6005600
    Software ID:13000230
    Software Version:13.6.0.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes


    TY 2013 LoansFromOfficersSchedule
    Name:
    LONNIE L MICHAEL FOUNDATION
    EIN: 20-6005600
    Software ID:13000230
    Software Version:13.6.0.0

    Item No. 1
    Lender's Name L MICHAEL
    Lender's Title TRUSTEE
    Original Amount of Loan 753
    Balance Due  
    Date of Note  
    Maturity Date  
    Repayment Terms  
    Interest Rate  
    Security Provided by Borrower NA
    Purpose of Loan  
    Description of Lender Consideration  
    Consideration FMV  


    TY 2013 OtherAssetsSchedule
    Name:
    LONNIE L MICHAEL FOUNDATION
    EIN: 20-6005600
    Software ID:13000230
    Software Version:13.6.0.0
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    FMV OVER BOOK VALUE ASSETS 36,514 47,311  


    TY 2013 OtherExpensesSchedule
    Name:
    LONNIE L MICHAEL FOUNDATION
    EIN: 20-6005600
    Software ID:13000230
    Software Version:13.6.0.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE SUPPLIES 1,414      
    VERIZON 320      
    MISCELLENEOUS 215      
    ADVISORY FEES 21,091 21,091    


    TY 2013 OtherIncomeSchedule2
    Name:
    LONNIE L MICHAEL FOUNDATION
    EIN: 20-6005600
    Software ID:13000230
    Software Version:13.6.0.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    CAPITAL GAINS DISTRIBUTIONS 60 60  
    UNRECAPTURES SEC 1250 GAIN 2 2  
    SCH K-1 32-6042243 NET SHORT TERM CAP LOSS -9 -9  
    NON DIVIDEND DISTRIBUTION 134 134  
    SCH K-1 32-6042243 NET LONG TERM CAP GAIN 20 20  
    SCH K-1 32-6042243 SEC 1256 -367 -367  


    TY 2013 OtherIncreasesSchedule
    Name:
    LONNIE L MICHAEL FOUNDATION
    EIN: 20-6005600
    Software ID:13000230
    Software Version:13.6.0.0
    Description Amount
    FMV OF ASSETS OVER BOOK VALUE 47,311


    TY 2013 TaxesSchedule
    Name:
    LONNIE L MICHAEL FOUNDATION
    EIN: 20-6005600
    Software ID:13000230
    Software Version:13.6.0.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Income tax 237      
    Federal State Payroll Taxes 7,120