TY 2013 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do 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.
bullet

Information 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 07-01-2013 , and ending 06-30-2014

Name of foundation
PAUL A HUMBERT SCHOLAR TR IUA

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 3636 Room/suite

City or town, state or province, country, and ZIP or foreign postal code
GRAND RAPIDS, MI495013636

A Employer identification number

35-6505726

B Telephone number (see instructions)

(616) 653-5629

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address changeName change

D 1. Foreign organizations, check here ............. bullet

2. Foreign organizations meeting the 85% test,
check here and attach computation ........... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ......... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trustOther taxable private foundation

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$580,741J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ......... bullet

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check
3	Interest on savings and temporary cash investments	1		1
4	Dividends and interest from securities......	10,820		10,820
5a	Gross rents..............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		20,892
b	Gross sales price for all assets on line 6a 403,646
7	Capital gain net income (from Part IV, line 2)...			20,892
8	Net short-term capital gain.........				0
9	Income modifications...........				1,010
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........	31,713		31,713	1,010
13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........					0
b	Accounting fees (attach schedule).......		660	330	0	330
c	Other professional fees (attach schedule)....					0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)		911	148		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......		7,192	7,192
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	8,763		7,670	0	330
25	Contributions, gifts, grants paid........	25,600				25,600
26	Total expenses and disbursements. Add lines 24 and 25	34,363		7,670	0	25,930
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-2,650
b	Net investment income (if negative, enter -0-)			24,043
c	Adjusted net income (if negative, enter -0-)...				1,010

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
Part II		Balance Sheets		(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing...............		1	1	1
	2	Savings and temporary cash investments..........		13,426	34,988	34,988
	3	Accounts receivable
		Less: allowance for doubtful accounts			0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts 0
	8	Inventories for sale or use...............
	9	Prepaid expenses and deferred charges...........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule)........
	c	Investments—corporate bonds (attach schedule)........
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans..............
	13	Investments—other (attach schedule)...........		502,159	478,957	545,752
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)		515,586	513,946	580,741
		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 )
23		Total liabilities (add lines 17 through 22)..........			0
		Foundations that follow SFAS 117, check here
		and complete lines 24 through 26 and lines 30 and 31.
	24	Unrestricted....................
	25	Temporarily restricted................
	26	Permanently restricted................
		Foundations that do not follow SFAS 117, check here
		and complete lines 27 through 31.
	27	Capital stock, trust principal, or current funds.........		507,148	508,201
	28	Paid-in or capital surplus, or land, bldg., and equipment fund
	29	Retained earnings, accumulated income, endowment, or other funds		8,438	5,745
	30	Total net assets or fund balances (see page 17 of the
		instructions)....................		515,586	513,946
	31	Total liabilities and net assets/fund balances (see page 17 of
		the instructions)..................		515,586	513,946

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	515,586
2	Enter amount from Part I, line 27a.....................	2	-2,650
3	Other increases not included in line 2 (itemize)	3	1,010
4	Add lines 1, 2, and 3..........................	4	513,946
5	Decreases not included in line 2 (itemize)	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	513,946

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	13.302 BARON GROWTH INSTL		2013-03-25	2013-07-12
b	66.062 DODGE & COX INCOME FD COM		2013-05-21	2013-07-12
c	38.379 EATON VANCE MUT FDS TR FLTG RATE FD CL I		2013-05-21	2013-07-12
d	3.644 EATON VANCE MUT FDS TR FLTG RATE FD CL I		2013-02-21	2013-07-12
e	12.905 GOLDMAN SACHS M/C VALUE-INST		2013-03-25	2013-07-12
	30.784 HARBOR CAPITAL APPRECIATION		2013-02-21	2013-07-12
	6.576 HARBOR CAPITAL APPRECIATION		2012-11-28	2013-07-12
	20.998 HARBOR CAPITAL APPRECIATION		2012-11-28	2013-07-12
	30.226 HOTCHKIS & WILEY FUNDS HIGH YIELD		2013-05-21	2013-07-12
	86.435 J P MORGAN TR INCOME OPP SEL		2013-05-21	2013-07-12
	5.361 J P MORGAN TR INCOME OPP SEL		2013-03-25	2013-07-12
	91.764 MFS VALUE FUND CLASS I		2012-11-28	2013-07-12
	36.697 MAINSTAY FDS TR MARKETFIELD FD CL I		2013-05-21	2013-07-12
	67.52 MAINSTAY FDS TR MARKETFIELD FD CL I		2012-06-21	2013-07-12
	15.319 T ROWE PRICE MID-CAP GROWTH FUND		2013-03-25	2013-07-12
	53.822 ROYCE FD TOTAL RETURN FD		2013-03-25	2013-07-12
	25. UBS E-TRACS ALERIAN MLP INFRASTR ETN ETF [QDI]		2013-02-21	2013-07-12
	95.426 DODGE & COX INCOME FD COM		2013-05-21	2013-07-24
	291.027 DODGE & COX INCOME FD COM		2013-01-25	2013-07-24
	106.977 DODGE & COX INCOME FD COM		2012-09-27	2013-07-24
	3755.11 DODGE & COX INCOME FD COM		2011-08-24	2013-07-24
	92.923 DODGE & COX INCOME FD COM		2011-11-15	2013-07-24
	193.919 EATON VANCE MUT FDS TR FLTG RATE FD CL I		2013-02-21	2013-07-24
	7.926 EUROPACIFIC GROWTH FD CL F-2		2013-05-21	2013-07-24
	50.228 HARBOR CAPITAL APPRECIATION		2012-11-28	2013-07-24
	7.01 HOTCHKIS & WILEY FUNDS HIGH YIELD		2013-05-21	2013-07-24
	138.639 HOTCHKIS & WILEY FUNDS HIGH YIELD		2012-08-22	2013-07-24
	99.289 MFS VALUE FUND CLASS I		2012-11-28	2013-07-24
	19.189 OPPENHEIMER DVLPING MKTS-Y		2010-11-05	2013-07-24
	34.82 PIMCO ALL ASSET ALL AUTH FUND		2013-02-21	2013-07-24
	115.003 ROYCE FD TOTAL RETURN FD		2013-03-25	2013-07-24
	157.964 ROYCE FD TOTAL RETURN FD		2013-02-21	2013-07-24
	69.957 ROYCE FD TOTAL RETURN FD		2010-11-05	2013-07-24
	322.244 ROYCE FD TOTAL RETURN FD		2011-12-20	2013-07-24
	212.281 TCW FDS INC EMERGING MKTS INCOME FD CL I		2013-02-21	2013-07-24
	62.465 TCW FDS INC EMERGING MKTS INCOME FD CL I		2013-02-21	2013-07-24
	27.841 BLACKROCK FDS II STRG OPP INSTL		2013-07-24	2013-08-27
	19.898 EUROPACIFIC GROWTH FD CL F-2		2013-05-21	2013-08-27
	61.213 HARBOR CAPITAL APPRECIATION		2012-11-28	2013-08-27
	22.589 HARBOR CAPITAL APPRECIATION		2011-03-22	2013-08-27
	275.452 HOTCHKIS & WILEY FUNDS HIGH YIELD		2012-08-22	2013-08-27
	73.283 J P MORGAN TR INCOME OPP SEL		2013-03-25	2013-08-27
	393.466 J P MORGAN TR INCOME OPP SEL		2013-03-25	2013-08-27
	4.864 MFS VALUE FUND CLASS I		2012-11-28	2013-08-27
	73.182 MFS VALUE FUND CLASS I		2010-11-05	2013-08-27
	149.817 OPPENHEIMER DVLPING MKTS-Y		2010-11-05	2013-08-27
	125.575 PIMCO ALL ASSET ALL AUTH FUND		2013-02-21	2013-08-27
	80.944 PIMCO ALL ASSET ALL AUTH FUND		2013-05-21	2013-08-27
	34.82 PIMCO ALL ASSET ALL AUTH FUND		2013-02-21	2013-08-27
	91.738 PIMCO ALL ASSET ALL AUTH FUND		2012-03-12	2013-08-27
	383.449 PIMCO ALL ASSET ALL AUTH FUND		2012-07-26	2013-08-27
	706.308 PIMCO ALL ASSET ALL AUTH FUND		2011-11-15	2013-08-27
	997.566 PIMCO ALL ASSET ALL AUTH FUND		2011-01-20	2013-08-27
	60.365 PIMCO ALL ASSET ALL AUTH FUND		2013-07-12	2013-08-27
	595.382 PIMCO ALL ASSET ALL AUTH FUND		2009-07-08	2013-08-27
	18.507 PIMCO ALL ASSET ALL AUTH FUND		2008-12-10	2013-08-27
	34.825 TCW FDS INC EMERGING MKTS INCOME FD CL I		2013-02-21	2013-08-27
	77.518 TCW FDS INC EMERGING MKTS INCOME FD CL I		2013-05-21	2013-08-27
	1451.253 TCW FDS INC EMERGING MKTS INCOME FD CL I		2013-02-21	2013-08-27
	16.81 EUROPACIFIC GROWTH FD CL F-2		2013-05-21	2013-09-20
	21.483 HARBOR CAPITAL APPRECIATION		2011-03-22	2013-09-20
	796.845 HOTCHKIS & WILEY FUNDS HIGH YIELD		2012-08-22	2013-09-20
	5. ISHARES COHEN & STEERS REALTY ETF		2013-07-12	2013-09-20
	8.885 MFS VALUE FUND CLASS I		2010-11-05	2013-09-20
	77.646 OPPENHEIMER DVLPING MKTS-Y		2010-11-05	2013-09-20
	1. ISHARES COHEN & STEERS REALTY ETF		2013-07-12	2013-10-16
	41. ISHARES COHEN & STEERS REALTY ETF		2013-02-21	2013-10-16
	5. ISHARES COHEN & STEERS REALTY ETF		2013-07-12	2013-10-16
	18. ISHARES COHEN & STEERS REALTY ETF		2013-08-27	2013-10-16
	6. ISHARES COHEN & STEERS REALTY ETF		2011-08-24	2013-10-16
	171. ISHARES COHEN & STEERS REALTY ETF		2010-11-05	2013-10-16
	28. ISHARES COHEN & STEERS REALTY ETF		2011-08-24	2013-10-16
	282.619 OPPENHEIMER DVLPING MKTS-Y		2010-11-05	2013-10-16
	13.994 OPPENHEIMER DVLPING MKTS-Y		2013-02-21	2013-10-16
	476.281 WILLIAM BLAIR FDS ALLOC I		2013-08-27	2013-10-16
	6.887 BARON GROWTH INSTL		2013-08-27	2013-11-13
	10.735 DIAMOND HILL SM CAP - I		2013-07-24	2013-11-13
	419.361 HOTCHKIS & WILEY FUNDS HIGH YIELD		2012-08-22	2013-12-19
	285.455 MAINSTAY FDS TR MARKETFIELD FD CL I		2013-10-16	2013-12-19
	76. VANGUARD REIT ETF		2013-10-16	2013-12-19
	20.98 BARON GROWTH INSTL		2013-12-19	2014-01-16
	7.725 BARON GROWTH INSTL		2013-08-27	2014-01-16
	27.419 BARON GROWTH INSTL		2013-03-25	2014-01-16
	38.694 BARON GROWTH INSTL		2013-02-21	2014-01-16
	1.228 BARON GROWTH INSTL		2011-12-20	2014-01-16
	61.291 DIAMOND HILL SM CAP - I		2013-12-19	2014-01-16
	148.948 DIAMOND HILL SM CAP - I		2013-07-24	2014-01-16
	25.555 GOLDMAN SACHS M/C VALUE-INST		2013-08-27	2014-01-16
	34.737 GOLDMAN SACHS M/C VALUE-INST		2013-03-25	2014-01-16
	67.174 GOLDMAN SACHS M/C VALUE-INST		2013-12-19	2014-01-16
	33.606 GOLDMAN SACHS M/C VALUE-INST		2013-02-21	2014-01-16
	26.904 J P MORGAN TR INCOME OPP SEL		2013-03-25	2014-01-16
	365.687 J P MORGAN TR INCOME OPP SEL		2013-03-25	2014-01-16
	46.379 J P MORGAN TR INCOME OPP SEL		2013-03-25	2014-01-16
	22.383 MAINSTAY FDS TR MARKETFIELD FD CL I		2013-10-16	2014-01-16
	27.007 MAINSTAY FDS TR MARKETFIELD FD CL I		2013-11-13	2014-01-16
	865.843 MAINSTAY FDS TR MARKETFIELD FD CL I		2013-08-27	2014-01-16
	20.98 MAINSTAY FDS TR MARKETFIELD FD CL I		2012-06-21	2014-01-16
	248.11 OPPENHEIMER INTL BD FD CL Y		2011-08-24	2014-01-16
	1235.401 OPPENHEIMER INTL BD FD CL Y		2012-09-27	2014-01-16
	237.673 OPPENHEIMER INTL BD FD CL Y		2013-02-21	2014-01-16
	33.776 OPPENHEIMER DVLPING MKTS-Y		2013-11-13	2014-01-16
	116.273 OPPENHEIMER DVLPING MKTS-Y		2013-02-21	2014-01-16
	19.189 OPPENHEIMER DVLPING MKTS-Y		2010-11-05	2014-01-16
	50.122 OPPENHEIMER DVLPING MKTS-Y		2010-12-13	2014-01-16
	65.052 OPPENHEIMER DVLPING MKTS-Y		2011-07-20	2014-01-16
	23.239 T ROWE PRICE MID-CAP GROWTH FUND		2013-12-19	2014-01-16
	14.213 T ROWE PRICE MID-CAP GROWTH FUND		2013-08-27	2014-01-16
	22.845 T ROWE PRICE MID-CAP GROWTH FUND		2013-03-25	2014-01-16
	38.32 T ROWE PRICE MID-CAP GROWTH FUND		2013-02-21	2014-01-16
	8. UBS E-TRACS ALERIAN MLP INFRASTR ETN ETF [QDI]		2013-07-24	2014-01-16
	4. UBS E-TRACS ALERIAN MLP INFRASTR ETN ETF [QDI]		2013-09-20	2014-01-16
	9. UBS E-TRACS ALERIAN MLP INFRASTR ETN ETF [QDI]		2013-10-16	2014-01-16
	12. UBS E-TRACS ALERIAN MLP INFRASTR ETN ETF [QDI]		2013-12-19	2014-01-16
	109. UBS E-TRACS ALERIAN MLP INFRASTR ETN ETF [QDI]		2013-02-21	2014-01-16
	6. UBS E-TRACS ALERIAN MLP INFRASTR ETN ETF [QDI]		2013-09-20	2014-01-16
	28.056 HARBOR CAPITAL APPRECIATION		2014-01-16	2014-02-20
	475.157 J P MORGAN TR INCOME OPP SEL		2013-03-25	2014-02-20
	118.076 OPPENHEIMER DVLPING MKTS-Y		2011-07-20	2014-02-20
	50.124 OPPENHEIMER DVLPING MKTS-Y		2013-03-25	2014-02-20
	36.797 OPPENHEIMER DVLPING MKTS-Y		2010-11-05	2014-02-20
	246.757 OPPENHEIMER DVLPING MKTS-Y		2012-12-13	2014-02-20
	44.567 PIMCO TOTAL RETURN FUND(IT		2013-07-24	2014-02-20
	8. UBS E-TRACS ALERIAN MLP INFRASTR ETN ETF [QDI]		2013-02-21	2014-02-20
	1. UBS E-TRACS ALERIAN MLP INFRASTR ETN ETF [QDI]		2013-02-21	2014-02-20
	14. VANGUARD REIT ETF		2013-10-16	2014-02-20
	414.043 WILLIAM BLAIR FDS ALLOC I		2014-01-16	2014-02-20
	6.585 BARON GROWTH INSTL		2011-12-20	2014-03-19
	15.148 BARON GROWTH INSTL		2010-11-05	2014-03-19
	46.007 DIAMOND HILL SM CAP - I		2013-07-24	2014-03-19
	101.458 EUROPACIFIC GROWTH FD CL F-2		2014-01-16	2014-03-19
	17. GLOBAL X TOP GURU INDEX ETF		2014-01-16	2014-03-19
	192. GLOBAL X TOP GURU INDEX ETF		2014-01-16	2014-03-19
	21.009 GOLDMAN SACHS M/C VALUE-INST		2013-02-21	2014-03-19
	4.546 GOLDMAN SACHS M/C VALUE-INST		2011-12-20	2014-03-19
	8.772 GOLDMAN SACHS M/C VALUE-INST		2011-12-20	2014-03-19
	65.29 HARBOR CAPITAL APPRECIATION		2014-01-16	2014-03-19
	25.256 MFS VALUE FUND CLASS I		2014-01-16	2014-03-19
	82.045 MFS VALUE FUND CLASS I		2014-01-16	2014-03-19
	7.222 T ROWE PRICE MID-CAP GROWTH FUND		2013-02-21	2014-03-19
	14.66 T ROWE PRICE MID-CAP GROWTH FUND		2011-12-20	2014-03-19
	75.053 BLACKROCK FDS II STRG OPP INSTL		2014-01-16	2014-04-15
	12.119 EUROPACIFIC GROWTH FD CL F-2		2014-01-16	2014-04-15
	62.505 OPPENHEIMER INTL BD FD CL Y		2013-02-21	2014-04-15
	15.256 OPPENHEIMER DVLPING MKTS-Y		2012-12-13	2014-04-15
	26.792 PIMCO TOTAL RETURN FUND(IT		2014-03-19	2014-04-15
	31.126 PIMCO TOTAL RETURN FUND(IT		2013-07-24	2014-04-15
	34.825 TCW FDS INC EMERGING MKTS INCOME FD CL I		2013-02-21	2014-04-15
	33.827 TCW FDS INC EMERGING MKTS INCOME FD CL I		2013-05-21	2014-04-15
	42.179 TCW FDS INC EMERGING MKTS INCOME FD CL I		2013-03-25	2014-04-15
	3. UBS E-TRACS ALERIAN MLP INFRASTR ETN ETF [QDI]		2013-02-21	2014-04-15
	143. UBS E-TRACS ALERIAN MLP INFRASTR ETN ETF [QDI]		2013-02-21	2014-04-15
	8. VANGUARD REIT ETF		2013-10-16	2014-04-15
	40.751 WILLIAM BLAIR FDS ALLOC I		2014-01-16	2014-04-15
	4.119 BARON GROWTH INSTL		2014-04-15	2014-05-15
	14.406 BARON GROWTH INSTL		2010-11-05	2014-05-15
	40.531 DIAMOND HILL SM CAP - I		2013-07-24	2014-05-15
	58.711 EATON VANCE MUT FDS TR FLTG RATE FD CL I		2014-01-16	2014-05-15
	79.143 EATON VANCE MUT FDS TR FLTG RATE FD CL I		2013-09-20	2014-05-15
	449.45 EATON VANCE MUT FDS TR FLTG RATE FD CL I		2013-02-21	2014-05-15
	89.339 EUROPACIFIC GROWTH FD CL F-2		2014-01-16	2014-05-15
	40.151 EUROPACIFIC GROWTH FD CL F-2		2014-01-16	2014-05-15
	241. GLOBAL X TOP GURU INDEX ETF		2014-01-16	2014-05-15
	30.924 GOLDMAN SACHS M/C VALUE-INST		2011-12-20	2014-05-15
	19.294 MFS VALUE FUND CLASS I		2014-01-16	2014-05-15
	16.299 T ROWE PRICE MID-CAP GROWTH FUND		2011-12-20	2014-05-15
	9. VANGUARD REIT ETF		2013-10-16	2014-05-15
	209. GLOBAL X TOP GURU INDEX ETF		2014-01-16	2014-05-19
	17. GLOBAL X TOP GURU INDEX ETF		2014-01-16	2014-05-19
	7.759 EUROPACIFIC GROWTH FD CL F-2		2014-01-16	2014-06-18
	41.938 HARBOR CAPITAL APPRECIATION		2014-01-16	2014-06-18
	44.079 HARBOR CAPITAL APPRECIATION		2013-12-19	2014-06-18
	3.048 HARBOR CAPITAL APPRECIATION		2013-11-13	2014-06-18
	101.362 MFS VALUE FUND CLASS I		2014-01-16	2014-06-18
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	866	805	61
b	891	918	-27
c	351	355	-4
d	33	33
e	613	566	47
	1,520	1,344	176
	325	279	46
	1,037	888	149
	391	403	-12
	1,027	1,038	-11
	64	64
	2,817	2,332	485
	643	630	13
	1,184	1,009	175
	1,046	955	91
	863	804	59
	988	908	80
	1,292	1,326	-34
	3,941	4,037	-96
	1,448	1,478	-30
	50,844	50,206	638
	1,258	1,240	18
	1,782	1,776	6
	350	358	-8
	2,473	2,123	350
	91	93	-2
	1,809	1,736	73
	3,084	2,523	561
	666	684	-18
	360	385	-25
	1,858	1,717	141
	2,553	2,298	255
	1,131	883	248
	5,207	4,044	1,163
	1,838	1,981	-143
	539	580	-41
	277	279	-2
	863	898	-35
	2,991	2,587	404
	1,104	833	271
	3,537	3,449	88
	868	876	-8
	4,663	4,706	-43
	145	124	21
	2,189	1,646	543
	4,987	5,344	-357
	1,280	1,388	-108
	825	891	-66
	355	380	-25
	935	989	-54
	3,907	4,114	-207
	7,197	7,522	-325
	10,165	10,484	-319
	615	616	-1
	6,067	6,000	67
	189	168	21
	288	325	-37
	641	723	-82
	12,002	13,531	-1,529
	780	759	21
	1,134	792	342
	10,327	9,977	350
	405	421	-16
	280	200	80
	2,864	2,770	94
	80	84	-4
	3,271	3,351	-80
	399	396	3
	1,436	1,368	68
	479	408	71
	13,643	11,584	2,059
	2,234	1,859	375
	10,658	10,081	577
	528	492	36
	6,001	5,630	371
	498	450	48
	370	343	27
	5,473	5,250	223
	5,184	5,181	3
	4,941	5,217	-276
	1,516	1,495	21
	558	504	54
	1,981	1,660	321
	2,795	2,265	530
	89	63	26
	2,034	1,999	35
	4,942	4,756	186
	1,144	1,189	-45
	1,555	1,523	32
	3,007	2,909	98
	1,504	1,413	91
	321	323	-2
	4,359	4,374	-15
	553	556	-3
	419	406	13
	505	489	16
	16,200	15,126	1,074
	393	313	80
	1,509	1,672	-163
	7,511	8,080	-569
	1,445	1,552	-107
	1,245	1,232	13
	4,287	4,089	198
	708	673	35
	1,848	1,752	96
	2,398	2,268	130
	1,716	1,649	67
	1,049	969	80
	1,687	1,424	263
	2,830	2,293	537
	307	314	-7
	153	156	-3
	345	343	2
	460	452	8
	4,176	3,960	216
	230	235	-5
	1,650	1,602	48
	5,673	5,683	-10
	4,215	4,117	98
	1,789	1,731	58
	1,314	1,267	47
	8,809	8,422	387
	482	480	2
	314	298	16
	39	37	2
	977	980	-3
	5,134	5,238	-104
	491	338	153
	1,129	719	410
	1,557	1,469	88
	4,902	4,998	-96
	426	432	-6
	4,813	4,886	-73
	964	921	43
	209	158	51
	402	290	112
	3,865	3,728	137
	837	839	-2
	2,722	2,729	-7
	550	432	118
	1,117	767	350
	771	765	6
	584	602	-18
	383	408	-25
	566	521	45
	290	289	1
	337	336	1
	297	331	-34
	289	315	-26
	360	390	-30
	121	111	10
	5,744	5,196	548
	567	560	7
	515	516	-1
	286	290	-4
	1,000	683	317
	1,364	1,294	70
	537	541	-4
	723	726	-3
	4,108	4,117	-9
	4,410	4,439	-29
	1,982	1,978	4
	5,962	6,133	-171
	1,413	1,021	392
	646	642	4
	1,191	853	338
	665	630	35
	5,183	5,318	-135
	422	414	8
	395	382	13
	2,452	2,395	57
	2,577	2,443	134
	178	168	10
	3,537	3,370	167
			6,339

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			61
b			-27
c			-4
d
e			47
			176
			46
			149
			-12
			-11

			485
			13
			175
			91
			59
			80
			-34
			-96
			-30
			638
			18
			6
			-8
			350
			-2
			73
			561
			-18
			-25
			141
			255
			248
			1,163
			-143
			-41
			-2
			-35
			404
			271
			88
			-8
			-43
			21
			543
			-357
			-108
			-66
			-25
			-54
			-207
			-325
			-319
			-1
			67
			21
			-37
			-82
			-1,529
			21
			342
			350
			-16
			80
			94
			-4
			-80
			3
			68
			71
			2,059
			375
			577
			36
			371
			48
			27
			223
			3
			-276
			21
			54
			321
			530
			26
			35
			186
			-45
			32
			98
			91
			-2
			-15
			-3
			13
			16
			1,074
			80
			-163
			-569
			-107
			13
			198
			35
			96
			130
			67
			80
			263
			537
			-7
			-3
			2
			8
			216
			-5
			48
			-10
			98
			58
			47
			387
			2
			16
			2
			-3
			-104
			153
			410
			88
			-96
			-6
			-73
			43
			51
			112
			137
			-2
			-7
			118
			350
			6
			-18
			-25
			45
			1
			1
			-34
			-26
			-30
			10
			548
			7
			-1
			-4
			317
			70
			-4
			-3
			-9
			-29
			4
			-171
			392
			4
			338
			35
			-135
			8
			13
			57
			134
			10
			167

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	20,892
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 . . . . . . . . . . . . . . . .		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? Yes No

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	3,650	528,474	0.006907
2011	47,156	512,482	0.092015
2010	12,475	519,187	0.024028
2009	29,024	488,652	0.059396
2008	34,634	471,898	0.073393

2	Total of line 1, column (d) ......................	2	0.255739
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	0.051148
4	Enter the net value of noncharitable-use assets for 2013 from Part X, line 5.....	4	546,997
5	Multiply line 4 by line 3.......................	5	27,978
6	Enter 1% of net investment income (1% of Part I, line 27b)...........	6	240
7	Add lines 5 and 6.........................	7	28,218
8	Enter qualifying distributions from Part XII, line 4..............	8	25,930
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)

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	Exempt operating foundations described in section 4940(d)(2), check hereand enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Domestic foundations that meet the section 4940(e) requirements in Part V, check	1	481
	hereand 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	481
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	481
6	Credits/Payments:

a	2013 estimated tax payments and 2012 overpayment credited to 2013	6a	420
b	Exempt foreign organizations—tax withheld at source.......	6b
c	Tax paid with application for extension of time to file (Form 8868)	6c	0
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	420
8	Enter any penalty for underpayment of estimated tax. Check hereif Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	61
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2014 estimated tax0	Refunded	11	0

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of

the instructions for definition)?............................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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.

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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.............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.

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) .............

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).................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

FIFTH THIRD BANK Telephone no. bullet

(513) 534-3636

Located at bullet

38 FOUNTAIN SQUARE PLAZACINCINNATIOH ZIP+4 bullet

45263

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —Check here......... bullet

and enter the amount of tax-exempt interest received or accrued during the year ...... bullet

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)

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

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?.........................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?.................YesNo

(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.).........YesNo

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)?...

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?.............

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)):

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?...............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?.........................YesNo

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.)....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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?

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))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?...............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(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)........YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?........YesNo

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)? ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?............YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?........................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....

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
Fifth Third Bank	Trustee 1	0
301 N Main St South Bend,IN46601	Trustee 1	0
VICKIE BENNER	Committee 1	0
701 SCHOOL ST CULVER,IN46511	Committee 1	0
MIKE BUSHMAN	Committee 1	0
701 SCHOOL ST CULVER,IN46511	Committee 1	0
THERESA HAMMOND	Committee 1	0
701 SCHOOL ST CULVER,IN46511	Committee 1	0
ALBERT HANSELMAN	Committee 1	0
701 SCHOOL ST CULVER,IN46511	Committee 1	0
THERESA JACOBSON	COMMITTEE 1	0
701 SCHOOL ST CULVER,IN46511	COMMITTEE 1	0
BRENDA SHELDON	COMMITTEE 1	0
701 SCHOOL ST CULVER,IN46511	COMMITTEE 1	0
CHRIS STEVENS	COMMITTEE 1	0
701 SCHOOL ST CULVER,IN46511	COMMITTEE 1	0

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...................				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............. 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


2


3


4

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.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

Average of monthly cash balances.......................

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

Minimum investment return. Enter 5% of line 5..................

Part XI

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet

and do not complete this part.)

Minimum investment return from Part X, line 6....................

27,350

Tax on investment income for 2013 from Part VI, line 5......

481

Income tax for 2013. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

481

Distributable amount before adjustments. Subtract line 2c from line 1............

26,869

Recoveries of amounts treated as qualifying distributions................

1,010

Add lines 3 and 4............................

27,879

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,

line 1................................

27,879

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

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).................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

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)

Page 8

Part XIII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2012	(c) 2012	(d) 2013
1 Distributable amount for 2013 from Part XI, line 7					27,879
2 Undistributed income, if any, as of the end of 2013:
a Enter amount for 2012 only.......				0
b Total for prior years:2011, 20, 20			0
3 Excess distributions carryover, if any, to 2013:
a From 2008.......	0
b From 2009.......	0
c From 2010.......	0
d From 2011.......	8,179
e From 2012.......	0
fTotal of lines 3a through e.........		8,179
4Qualifying distributions for 2013 from Part
XII, line 4: $ 25,930
a Applied to 2012, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions)......			0
c Treated as distributions out of corpus (Election required—see instructions).........		0
d Applied to 2013 distributable amount.....					25,930
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2013.		1,949			1,949
(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		6,230
b Prior years’ undistributed income. Subtract line 4b from line 2b ...........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2012. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2013. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2014 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (see instructions) .............		0
8Excess distributions carryover from 2008 not applied on line 5 or line 7 (see instructions) ...		0
9Excess distributions carryover to 2014. Subtract lines 7 and 8 from line 6a ......		6,230
10 Analysis of line 9:
a Excess from 2009....	0
b Excess from 2010....	0
c Excess from 2011....	6,230
d Excess from 2012....	0
e Excess from 2013....	0

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 section4942(j)(3) or4942(j)(5)

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	(e) Total

b 85% of line 2a .........
c Qualifying distributions from Part XII, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ...........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part X, line 6 for each year listed...
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XV

Supplementary Information (Complete this part only if the organization had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here bullet

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. (see instructions) to individuals or organizations under
other conditions, complete items 2a, b, c, and d.

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

CULVER COMM HIGH SCHOOL
701 SCHOOL ST
CULVER,IN46511
(574) 842-3391

bThe form in which applications should be submitted and information and materials they should include:

APPLICATION FROM CULVER COMM HIGH SCHOOL

cAny submission deadlines:

APRIL 15TH

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

RESTRICTED TO CULVER COMMUNITY SCHOOL CORP STUDENTS AND/OR GRADUATES.

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
UNIV OF INDIANAPOLIS & ANGEL OKRAY 1400 EAST HANNA AVE INDIANAPOLIS,IN46227	NONE	NONE	SCHOLARSHIP	1,500
PURDUE UNIV W LAFAYETTE & MICHAH BUDZINSKI 1533 STEWART CENTER WEST LAFAYETTE,IN47907	NONE	NONE	SCHOLARSHIP	1,500
BALL STATE UNIVERSITY & CLARISSA BAKER 2000 UNIVERSITY AVE MUNCIE,IN47306	NONE	NONE	SCHOLARSHIP	200
ST JOSEPH'S COLLEGE & MARK MAES PO BOX 870 RENSSELAER,IN47978	NONE	NONE	SCHOLARSHIP	200
IVY TECH COMMUNITY COLLEGE & MARK HURFORD 3100 IVY TECH DR VALPARAISO,IN46383	NONE	NONE	SCHOLARSHIP	500
ANCILLA COLLEGE & ASHLEY MARTINEZ 9601 S UNION ROAD DONALDSON,IN46513	NONE	NONE	SCHOLARSHIP	500
IVY TECH COMMUNITY COLLEGE & JUSTIN WHEELER 3100 IVY TECH DR VALPARAISO,IN46383	NONE	NONE	SCHOLARSHIP	500
INDIANA UNIV OF SOUTH BEND & BREANNA POWERS 1700 MISHAWAKA AVE SOUTH BEND,IN46634	NONE	NONE	SCHOLARSHIP	200
BALL STATE UNIVERSITY & TRENT BECKER 2000 UNIVERSITY AVE MUNCIE,IN47306	NONE	NONE	SCHOLARSHIP	200
IND UNIV BLOOMINGTON & NICHOLAS ZEHNER 107 S INDIANA AVE BLOOMINGTON,IN47405	NONE	NONE	SCHOLARSHIP	200
IND UNIV BLOOMINGTON & ELIZABETH RAINEY 107 S INDIANA AVE BLOOMINGTON,IN47405	NONE	NONE	SCHOLARSHIP	1,500
PURDUE UNIV W LAFAYETTE & JOSEPH KRSEK 1533 STEWART CENTER WEST LAFAYETTE,IN47907	NONE	NONE	SCHOLARSHIP	200
PURDUE UNIV W LAFAYETTE & JOHN AHLENIUS 1533 STEWART CENTER WEST LAFAYETTE,IN47907	NONE	NONE	SCHOLARSHIP	1,500
INDIANA UNIV OF SOUTH BEND & CASSANDRA VANSKY 1700 MISHAWAKA AVE SOUTH BEND,IN46634	NONE	NONE	SCHOLARSHIP	400
IUPUI - INDY - & ERIN BAU 420 UNIVERSITY BLVD INDIANAPOLIS,IN46202	NONE	NONE	SCHOLARSHIP	2,300
INDIANA UNIV OF SOUTH BEND & MAKENNON HICKS 1700 MISHAWAKA AVE SOUTH BEND,IN46634	NONE	NONE	SCHOLARSHIP	500
INDIANA UNIV OF SOUTH BEN & COLLIN STEVENS 1700 MISHAWAKA AVE SOUTH BEND,IN46634	NONE	NONE	SCHOLARSHIP	500
IUPUI - INDY & ALEXANDER BAKER 420 UNIVERSITY BLVD INDIANAPOLIS,IN46202	NONE	NONE	SCHOLARSHIP	500
WABASH COLLEGE & ALLEN BETTS PO BOX 352 CRAWFORDSVILLE,IN47933	NONE	NONE	SCHOLARSHIP	1,500
HOLY CROSS COLLEGE ZOE BAUER 54515 STATE ROAD 933 NORTH NOTRE DAME,IN46556	NONE	NONE	SCHOLARSHIP	200
BALL STATE UNIVERSITY CASSANDRA DEHNING 2000 UNIVERSITY AVE MUNCIE,IN47306	NONE	NONE	SCHOLARSHIP	200
BALL STATE UNIVERSITY JEREMIAH HARVEY 2000 UNIVERSITY AVE MUNCIE,IN47306	NONE	NONE	SCHOLARSHIP	200
BALL STATE UNIVERSITY KALEE MILLER 2000 UNIVERSITY AVE MUNCIE,IN47306	NONE	NONE	SCHOLARSHIP	400
BALL STATE UNIVERSITY MICHELLE ELAM 2000 UNIVERSITY AVE MUNCIE,IN47306	NONE	NONE	SCHOLARSHIP	1,500
UNIV OF SOUTHERN INDIANA BREANNA POWERS 8600 UNIVERSITY BLVD EVANSVILLE,IN47712	NONE	NONE	SCHOLARSHIP	200
MANCHESTER COLLEGE KELLIE BONINE 604 E COLLEGE AVE NORTH MANCHESTER,IN46962	NONE	NONE	SCHOLARSHIP	200
PURDUE UNIV W LAFAYETTE & MARENA FLEURY 1533 STEWART CENTER WEST LAFAYETTE,IN47907	NONE	NONE	SCHOLARSHIP	1,500
PURDUE UNIV W LAFAYETTE & ALISSA OVERMYER 1533 STEWART CENTER WEST LAFAYETTE,IN47907	NONE	NONE	SCHOLARSHIP	500
PURDUE UNIV W LAFAYETTE & COLLIN STEVENS 1533 STEWART CENTER WEST LAFAYETTE,IN47907	NONE	NONE	SCHOLARSHIP	1,500
IUPUI - INDY (B) BRADLEY BEAVER 420 UNIVERSITY BLVD INDIANAPOLIS,IN46202	NONE	NONE	SCHOLARSHIP	1,000
IUPUI - INDY (K) HANNAH KLINE 420 UNIVERSITY BLVD INDIANAPOLIS,IN46202	NONE	NONE	SCHOLARSHIP	500
ELLSWORTH COMMUNITY COLLEGE & MATTHEW HURFORD 1100 COLLEGE AVE IOWA FALLS,IA50126	NONE	NONE	SCHOLARSHIP	500
HANOVER COLLEGE & TUCKER SCHULTZ 484 BALL DRIVE HANOVER,IN47243	NONE	NONE	SCHOLARSHIP	2,300
IUPUI - INDY (W) & DANA WIREMAN 420 UNIVERSITY BLVD INDIANAPOLIS,IN46202	NONE	NONE	SCHOLARSHIP	500
Total ................................. 3a				25,600

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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 ............				0	1
4 Dividends and interest from securities....				0	10,820
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 .............				0	20,892
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	31,713

13Total. Add line 12, columns (b), (d), and (e)..................

1331,713

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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.)
4	INCOME FROM THIS TRUST
8	IS USED TO FUND SCHOLARSHIPS
3	FOR STUDENTS AND GRADUATES OF CULVER COMM SCHOOLS

Form 990-PF (2013)

Page 12

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

organizations?

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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?...........YesNo

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.
				May the IRS discuss this return with the preparer shown below (see instr.)? Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name Firm's address			Firm's EIN
				Phone no.

Form 990-PF (2013)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2013 AccountingFeesSchedule

Name:

PAUL A HUMBERT SCHOLAR TR IUA

EIN: 35-6505726

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
TAX PREPARATION FEE	660	330		330

- TIN:

TY 2013 InvestmentsOtherSchedule2

Name:

PAUL A HUMBERT SCHOLAR TR IUA

EIN: 35-6505726

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
BARON GROWTH FUND	AT COST	2,874	4,461
EUROPACIFIC GROWTH FD	AT COST	65,313	74,577
GOLDMAN SACHS MID-CAP VALUE FD	AT COST	3,014	4,410
HARBOR FD CAP APPREC FD	AT COST	40,950	61,466
MFS VALUE FUND CLASS I	AT COST	41,592	59,974
OPPENHEIMER DVLPING MKTS	AT COST	25,788	28,593
T ROWE PRICE MID-CAP GROWTH FD	AT COST	2,996	4,429
OPPENHEIMER INTL BD FD	AT COST	24,051	23,009
TCW FDS INC EMERGING MRKTS	AT COST	34,410	34,560
UBS E-TRACS ALERIAN MLP	AT COST	5,014	6,152
J P MORGAN TR INCOME OPP SEL	AT COST	17,178	17,093
MAINSTAY FDS TR MARKETFIELD	AT COST	35,502	40,056
EATON VANCE MUT FDS TR	AT COST	16,940	16,935
HOTCHKIS & WILEY FUNDS	AT COST	10,965	11,420
BLACKROCK FDS II STRG OPP	AT COST	41,541	42,900
PIMCO TOTAL RETURN FUND	AT COST	42,513	43,270
DIAMOND HILL SM CAP - I	AT COST	3,965	4,470
AVENUE MUTUAL FUNDS	AT COST	11,173	11,374
LITMAN GREGORY MASTER ALT STRA	AT COST	16,741	16,943
WILLIAM BLAIR FDS ALLOC I	AT COST	15,542	16,834
VANGUARD REIT ETF	AT COST	20,895	22,826

- TIN:

TY 2013 OtherExpensesSchedule

Name:

PAUL A HUMBERT SCHOLAR TR IUA

EIN: 35-6505726

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
BANK SERVICE FEES	3,596	3,596		0
BANK SERVICE FEES	3,596	3,596		0

- TIN:

TY 2013 OtherIncreasesSchedule

Name:

PAUL A HUMBERT SCHOLAR TR IUA

EIN: 35-6505726

Description	Amount
PRIOR YEAR CHARITABLE RETURNS	1,010

- TIN:

TY 2013 TaxesSchedule

Name:

PAUL A HUMBERT SCHOLAR TR IUA

EIN: 35-6505726

Category	Amount	Net Investment Income
FEDERAL EXCISE TAX - PRIOR YEA	343	0
FEDERAL EXCISE TAX ESTIMATE	420	0
FOREIGN TAXES ON QUALIFIED FOR	148	148