Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
THE WEISMAN FAMILY FOUNDATION CO ROBERT D WEISMAN
 

Number and street (or P.O. box number if mail is not delivered to street address)1216 N ATLANTIC DRIVE   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LANTANA, FL33462
A Employer identification number

56-2475540
B Telephone number (see instructions)

(561) 582-4567
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$6,137,422
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments 103,076 103,076  
4 Dividends and interest from securities...... 58,083 58,083  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 470,112
b Gross sales price for all assets on line 6a 2,609,283
7 Capital gain net income (from Part IV, line 2)... 470,112
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)....... 1,241 1,241  
12 Total. Add lines 1 through 11........ 632,512 632,512  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 10,500 7,000   3,500
c Other professional fees (attach schedule).... 39,647 39,647   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions) 8,958 8,958   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 45,916 40,880   5,036
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 105,021 96,485   8,536
25 Contributions, gifts, grants paid........ 244,614 244,614
26 Total expenses and disbursements. Add lines 24 and 25 349,635 96,485   253,150
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 282,877
b Net investment income (if negative, enter -0-) 536,027
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............... 17,113 518,573 518,573
2 Savings and temporary cash investments.......... 34,976 247,099 247,099
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 3,360,720 Click to see attachment3,067,877 3,740,063
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)........... 1,380,473 Click to see attachment1,440,156 1,631,687
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,793,282 5,273,705 6,137,422
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) Click to see attachment1,380 Click to see attachment11,634
23 Total liabilities (add lines 17 through 22).......... 1,380 11,634
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 4,791,902 5,262,071
30 Total net assets or fund balances (see page 17 of the
instructions).................... 4,791,902 5,262,071
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 4,793,282 5,273,705
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 4,791,902
2 Enter amount from Part I, line 27a..................... 2 282,877
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 195,672
4 Add lines 1, 2, and 3.......................... 4 5,270,451
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 8,380
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 5,262,071
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 FROM K-1 BOARDWALK PIPELINE P    
b FROM K-1 EL PASO PIPELINE P    
c FROM K-1 ENTERPRISE PRODUCTS P    
d FROM K-1 PLAINS ALL AMERICAN P    
e K-1 KINDER MORGAN ENERGY P    
K-1 URSULA CAPITAL PARTNERS P    
K-1 URSULA CAPITAL PARTNERS P    
ALERE P 2012-09-07 2013-06-24
ANSYS P 2012-11-13 2013-06-25
ANSYS P 2012-11-13 2013-06-25
ANSYS P 2012-11-13 2013-06-25
ASHLAND P 2012-09-21 2013-06-01
BILL BARRETT CP P 2012-10-17 2013-07-15
BIOSCRIP P 2012-09-11 2013-08-19
BLYTHE INDS P 2012-09-21 2013-07-10
CANADIAN NATL RY P 2012-11-13 2013-07-08
CHIQUITA BRANDS P 2012-07-10 2013-03-07
CHIQUITA BRANDS P 2012-09-21 2013-03-07
CHURCH & DWIGHT P 2013-07-10 2013-11-01
CLEARWATER P 2012-11-28 2013-02-22
DENBURY RES P 2012-04-05 2013-03-07
DENBURY RES P 2012-09-21 2013-03-07
WALT DISNEY P 2012-08-03 2013-05-09
DONNELLEY & SONS P 2012-10-25 2013-02-04
DONNELLEY RR P 2013-02-04 2013-08-26
DUPONT FABROS TEC P 2013-08-13 2013-10-24
FIESTA RESTAURANTS P 2013-03-19 2013-12-16
FIESTA RESTAURANTS P 2013-07-31 2013-12-16
GRAPHIC PACKAGE P 2012-11-14 2013-06-15
HEALTHCARE SVC GROUP P 2012-11-13 2013-05-02
HEALTHCARE SVC GROUP P 2012-11-13 2013-05-02
HEALTHCARE SVC GROUP P 2012-11-13 2013-05-02
HEALTHCARE SVC GROUP P 2012-11-13 2013-05-02
HEALTHCARE SVC GROUP P 2012-11-13 2013-05-02
HEALTHCARE SVC GROUP P 2012-11-13 2013-05-20
HEALTHCARE SVC GROUP P 2012-11-13 2013-05-20
HEALTHCARE SVC GROUP P 2012-11-13 2013-05-20
HEALTHCARE SVC GROUP P 2012-11-13 2013-05-20
HEALTHCARE SVC GROUP P 2012-11-13 2013-05-20
HOLLY CORP P 2012-11-02 2013-06-15
HORMEL FOODS P 2013-01-08 2013-04-03
HORMEL FOODS P 2013-01-08 2013-11-13
INGLES MKTS P 2012-08-21 2013-07-01
INTUIT INC P 2013-03-07 2013-05-10
INTUIT INC P 2013-03-07 2013-05-10
JB HUNT TRANSPORT SVCS P 2013-05-14 2013-11-19
JB HUNT TRANSPORT SVCS P 2013-06-26 2013-11-19
MAGNACHIP SEMI P 2013-05-15 2013-08-19
MAGNACHIP SEMI P 2013-07-11 2013-08-19
MASTEC P 2012-10-12 2013-04-01
MAXIMUS P 2012-11-12 2013-03-06
NAVIOS MARITIME P 2013-05-15 2013-12-29
NAVIOS MARITIME P 2013-07-30 2013-12-29
NOVO-NORDISK P 2012-11-13 2013-06-24
ONEOK P 2013-05-14 2013-06-21
ONEOK P 2013-05-14 2013-06-21
ONEOK P 2013-05-14 2013-06-21
ONEOK P 2013-05-14 2013-06-21
RAYONIER P 2012-11-13 2013-06-26
RAYONIER P 2012-11-13 2013-06-26
RAYONIER P 2012-11-13 2013-06-26
RAYONIER P 2012-11-13 2013-06-26
RAYONIER P 2012-11-13 2013-06-26
RAYONIER P 2012-11-13 2013-06-26
RAYONIER P 2013-08-02 2013-09-18
RESMED P 2013-06-18 2013-12-05
T ROWE PRICE GROUP P 2013-05-07 2013-09-18
SELECT MEDICAL P 2012-07-05 2013-03-22
SELECT MEDICAL P 2012-10-26 2013-03-22
SHIP FIN INTL P 2012-08-28 2013-03-01
SPEEDWAY MOTOR P 2012-11-05 2013-06-01
STEPAN P 2012-11-29 2013-03-06
STEPAN P 2012-11-29 2013-09-18
STEPAN P 2013-07-10 2013-09-18
SUPERVALU P 2012-09-07 2013-04-22
VF CORPORATION P 2012-09-25 2013-01-28
VECTOR GROUP P 2012-09-21 2013-03-14
VENTAS P 2012-11-13 2013-08-02
WHOLE FOODS MARKET P 2012-11-13 2013-01-08
WHOLE FOODS MARKET P 2012-11-13 2013-03-07
YUM BRANDS P 2012-09-25 2013-02-05
AIRGAS P 2012-01-04 2013-03-07
AMETEK P 2011-03-22 2013-03-07
AMETEK P 2011-03-22 2013-03-07
APPLE P 2008-03-28 2013-03-07
BRIT AMER TOBACCO P 2012-02-15 2013-06-24
BRIT AMER TOBACCO P 2012-04-12 2013-06-24
CANADIAN NATL RY P 2011-11-07 2013-07-08
CHURCH & DWIGHT P 2008-02-15 2013-03-06
CHURCH & DWIGHT P 2008-02-15 2013-09-05
CHURCH & DWIGHT P 2008-02-15 2013-11-01
CHURCH & DWIGHT P 2008-02-15 2013-11-01
FERRELL GAS P 2012-05-25 2013-12-05
FERRELL GAS P 2012-09-21 2013-12-05
FOREST OIL P 2012-09-05 2013-11-26
FRONTIER COMMNS P 2012-06-06 2013-10-01
IDEXX LABS P 2010-10-22 2013-04-04
IDEXX LABS P 2012-01-06 2013-04-04
IDEXX LABS P 2012-01-06 2013-04-04
IDEXX LABS P 2012-01-06 2013-05-20
INGERSOLL RAND P 2009-04-22 2013-07-17
NII CAPITAL CORP P 2012-06-05 2013-10-29
NOVO-NORDISK P 2012-01-06 2013-06-24
OCEANEERING INTL P 2012-01-04 2013-05-07
OCEANEERING INTL P 2012-01-04 2013-05-07
PUBLIC STORAGE P 2010-05-11 2013-11-19
PUBLIC STORAGE P 2011-11-16 2013-11-19
ROPER INDUSTRIES P 2009-11-17 2013-11-19
ROPER INDUSTRIES P 2011-11-16 2013-11-19
ROPER INDUSTRIES P 2012-11-13 2013-11-19
ROYAL CARIBBEAN P 2009-08-14 2013-12-01
ROYAL CARIBBEAN P 2012-09-26 2013-12-01
SILGAN HOLDINGS P 2009-11-12 2013-10-28
SILGAN HOLDINGS P 2012-04-12 2013-10-28
STONE ENERGY P 2012-09-20 2013-12-13
SUPERVALU P 2011-07-21 2013-04-22
VF CORPORATION P 2012-01-04 2013-01-28
VECTOR GROUP P 2011-01-25 2013-03-14
WHIRLPOOL P 2009-03-11 2013-03-01
YUM BRANDS P 2011-03-22 2013-01-08
YUM BRANDS P 2011-11-16 2013-01-08
YUM BRANDS P 2011-11-16 2013-02-05
ABBOTT LABORATORIES P 2013-05-30 2013-11-07
ABBVIE P 2013-05-30 2013-11-07
ACE P 2013-07-15 2013-11-07
AMERICAN EXPRESS P 2012-11-08 2013-11-07
APACHE P 2012-12-21 2013-02-14
ARCOS DORADOS HOLDINGS P 2012-12-21 2013-05-29
BLACKROCK P 2013-07-15 2013-11-07
CATERPILLAR P 2012-12-21 2013-11-07
CDN PACIFIC RY P 2013-02-14 2013-10-15
CDN PACIFIC RY P 2013-02-26 2013-10-15
CDN PACIFIC RY P 2013-02-26 2013-11-07
CDN PACIFIC RY P 2013-07-15 2013-11-07
COMCAST P 2013-02-14 2013-10-15
COMCAST P 2013-02-14 2013-11-07
COMCAST P 2013-07-15 2013-11-07
DIAGEO PLC P 2012-11-09 2013-10-15
DIAGEO PLC P 2012-11-09 2013-11-07
EOG RESOURCES P 2013-07-15 2013-10-15
EOG RESOURCES P 2013-07-15 2013-11-07
EXXON MOBIL P 2012-12-21 2013-11-07
FRANKLIN RESOURCES P 2013-07-15 2013-11-07
FREEPORT MCMORAN P 2012-12-21 2013-11-07
HSBC HOLDINGS P 2012-12-21 2013-11-07
INTEL CORP P 2012-12-21 2013-11-07
JP MORGAN CHASE P 2012-12-21 2013-11-07
NOVARTIS AG ADR P 2013-05-29 2013-10-15
NOVARTIS AG ADR P 2013-05-29 2013-11-07
NOVARTIS AG ADR P 2013-06-18 2013-11-07
ORACLE CORP P 2013-07-15 2013-11-07
PROCTER & GAMBLE P 2012-12-21 2013-11-07
WELLS FARGO P 2013-07-15 2013-10-15
WELLS FARGO P 2013-07-15 2013-11-07
AIR PROD & CHEM P 2011-05-31 2013-11-07
APACHE P 2011-07-08 2013-02-14
ARCOS DORADOS HOLDINGS P 2011-06-02 2013-05-29
BLACKROCK P 2011-09-01 2013-10-15
BLACKROCK P 2012-02-02 2013-11-07
CATERPILLAR P 2011-05-25 2013-11-07
CHEVRON CORP P 2011-05-26 2013-11-07
COCA COLA P 2012-02-02 2013-11-07
FRANKLIN RESOURCES P 2011-01-24 2013-11-07
FREEPORT MCMORAN P 2011-02-28 2013-11-07
FREEPORT MCMORAN P 2011-05-26 2013-11-07
INTL BUSINESS MACHINES P 2012-09-11 2013-11-07
INTUITIVE SURGICAL P 2011-03-08 2013-11-07
JP MORGAN CHASE P 2011-01-24 2013-11-07
OCCIDENTAL PETROLEUM P 2011-05-27 2013-11-07
OCCIDENTAL PETROLEUM P 2011-09-01 2013-11-07
ORACLE CORP P 2012-05-16 2013-10-15
ORACLE CORP P 2012-05-16 2013-11-07
RIO TINTO PLC P 2011-03-01 2013-07-15
ROYAL DUTCH SHELL P 2011-06-01 2013-11-07
SABMILLER PLC P 2012-03-20 2013-11-07
TARGET CORP P 2011-02-28 2013-11-07
TIME WARNER CABLE P 2011-09-01 2013-10-15
TIME WARNER CABLE P 2011-09-01 2013-11-07
TOTAL SA SPON ADR P 2011-03-01 2013-11-07
TOTAL SA SPON ADR P 2011-06-01 2013-11-07
UNITED TECHNOLOGIES P 2011-05-25 2013-11-07
WALT DISNEY P 2011-03-01 2013-11-07
XLINK INC P 2012-05-16 2013-10-15
XLINK INC P 2012-05-16 2013-11-07
ABBOTT LABORATORIES P 2003-03-19 2013-10-15
ABBOTT LABORATORIES P 2007-06-13 2013-10-15
ABBOTT LABORATORIES P 2007-06-13 2013-11-07
ABBVIE P 2003-03-19 2013-10-15
ABBVIE P 2007-06-13 2013-10-15
ABBVIE P 2007-06-13 2013-11-07
AIR PROD & CHEM P 2010-10-21 2013-10-15
AIR PROD & CHEM P 2010-10-21 2013-11-07
ALTRIA GROUP P 2007-06-13 2013-05-29
ALTRIA GROUP P 2007-06-13 2013-10-15
ALTRIA GROUP P 2007-06-13 2013-11-07
ALTRIA GROUP P 2008-05-27 2013-11-07
ALTRIA GROUP P 2009-06-04 2013-11-07
AMERICAN EXPRESS P 2007-06-13 2013-10-15
AMERICAN EXPRESS P 2007-06-13 2013-11-07
APPLE P 2008-02-04 2013-10-15
APPLE P 2008-10-28 2013-10-15
APPLE P 2008-10-28 2013-11-07
APPLE P 2009-06-02 2013-11-07
AUTOMATIC DATA PROCESSING P 2007-06-13 2013-10-15
AUTOMATIC DATA PROCESSING P 2007-06-13 2013-11-07
CATERPILLAR P 2006-06-23 2013-10-15
CATERPILLAR P 2007-06-13 2013-10-15
CATERPILLAR P 2007-06-13 2013-11-07
CHEVRON CORP P 2003-03-19 2013-10-15
CHEVRON CORP P 2003-03-19 2013-11-07
CHEVRON CORP P 2007-06-13 2013-11-07
COCA COLA P 2003-03-19 2013-10-15
COCA COLA P 2007-06-13 2013-10-15
COCA COLA P 2007-06-13 2013-11-07
CONOCOPHILLIPS P 2004-08-30 2013-10-15
CONOCOPHILLIPS P 2007-06-13 2013-10-15
CONOCOPHILLIPS P 2007-06-13 2013-11-07
CONOCOPHILLIPS P 2009-05-07 2013-11-07
ESTEE LAUDER P 2003-03-19 2013-10-15
ESTEE LAUDER P 2007-06-13 2013-10-15
ESTEE LAUDER P 2007-06-13 2013-11-07
EXXON MOBIL P 2003-03-19 2013-07-15
EXXON MOBIL P 2003-03-19 2013-10-15
EXXON MOBIL P 2007-06-13 2013-10-15
EXXON MOBIL P 2007-06-13 2013-11-07
EXXON MOBIL P 2009-08-04 2013-11-07
FRANKLIN RESOURCES P 2008-06-02 2013-10-15
FREEPORT MCMORAN P 2009-11-27 2013-10-15
FREEPORT MCMORAN P 2009-11-27 2013-11-07
GENERAL ELECTRIC P 2007-06-13 2013-10-15
GENERAL ELECTRIC P 2007-06-13 2013-11-07
HSBC HOLDINGS P 2007-06-13 2013-11-07
HSBC HOLDINGS P 2009-04-08 2013-11-07
INTEL CORP P 2007-06-13 2013-10-15
INTEL CORP P 2007-06-13 2013-11-07
INTL BUSINESS MACHINES P 2010-01-19 2013-10-15
INTL BUSINESS MACHINES P 2010-01-19 2013-11-07
INTL BUSINESS MACHINES P 2010-03-12 2013-11-07
INTUITIVE SURGICAL P 2009-04-02 2013-11-07
JOHNSON & JOHNSON P 2007-06-13 2013-05-29
JOHNSON & JOHNSON P 2007-06-13 2013-10-15
JOHNSON & JOHNSON P 2007-06-13 2013-11-07
JP MORGAN CHASE P 2009-01-13 2013-10-15
JP MORGAN CHASE P 2009-06-02 2013-10-15
JP MORGAN CHASE P 2009-06-02 2013-11-07
KRAFT FOODS P 2010-10-21 2013-11-07
MCDONALDS CORP P 2007-06-13 2013-07-15
MCDONALDS CORP P 2009-06-02 2013-07-15
MCDONALDS CORP P 2009-06-02 2013-10-15
MCDONALDS CORP P 2009-06-02 2013-11-07
MCDONALDS CORP P 2009-11-25 2013-11-07
MERCK & CO P 2009-03-31 2013-10-15
MERCK & CO P 2009-06-05 2013-10-15
MERCK & CO P 2009-06-05 2013-11-07
MERCK & CO P 2009-07-01 2013-11-07
MONDELEZ INTL P 2010-10-21 2013-10-15
MONDELEZ INTL P 2010-10-21 2013-11-07
NESTLE SPON ADR P 2003-03-19 2013-10-15
NESTLE SPON ADR P 2007-06-13 2013-10-15
NESTLE SPON ADR P 2007-06-13 2013-11-07
NESTLE SPON ADR P 2009-11-30 2013-11-07
NEWS CORP P 2003-03-19 2013-05-29
NEWS CORP P 2007-06-13 2013-05-29
NEWS CORPORATION P 2007-06-13 2013-06-28
NEWS CORPORATION P 2007-06-13 2013-11-07
NOVO-NORDISK P 2008-04-23 2013-10-15
NOVO-NORDISK P 2008-04-23 2013-11-07
OCCIDENTAL PETROLEUM P 2004-10-22 2013-10-15
OCCIDENTAL PETROLEUM P 2004-10-22 2013-11-07
OCCIDENTAL PETROLEUM P 2007-06-13 2013-11-07
OCCIDENTAL PETROLEUM P 2009-11-27 2013-11-07
PEPSICO P 2003-03-19 2013-07-15
PEPSICO P 2003-03-19 2013-10-15
PEPSICO P 2007-06-13 2013-10-15
PEPSICO P 2007-06-13 2013-11-07
PHILIP MORRIS P 2007-06-13 2013-10-15
PHILIP MORRIS P 2007-06-13 2013-11-07
PHILIP MORRIS P 2008-04-21 2013-11-07
PHILIP MORRIS P 2009-01-13 2013-11-07
PHILIP MORRIS P 2009-03-31 2013-11-07
PHILLIPS 66 P 2004-08-30 2013-05-29
PHILLIPS 66 P 2007-06-13 2013-05-29
PHILLIPS 66 P 2007-06-13 2013-11-07
PHILLIPS 66 P 2009-05-07 2013-11-07
PRAXAIR P 2005-03-11 2013-10-15
PRAXAIR P 2007-06-13 2013-11-07
PROCTER & GAMBLE P 2003-03-19 2013-10-15
PROCTER & GAMBLE P 2007-06-13 2013-10-15
PROCTER & GAMBLE P 2007-06-13 2013-11-07
QUALCOMM P 2007-06-13 2013-10-15
QUALCOMM P 2008-05-23 2013-10-15
QUALCOMM P 2008-05-23 2013-11-07
RIO TINTO PLC P 2010-10-21 2013-07-15
ROCHE HOLDINGS ADR P 2010-01-20 2013-10-15
ROCHE HOLDINGS ADR P 2010-01-25 2013-10-15
ROCHE HOLDINGS ADR P 2010-01-25 2013-11-07
ROCHE HOLDINGS ADR P 2010-02-03 2013-11-07
ROYAL DUTCH SHELL P 2007-06-13 2013-11-07
ROYAL DUTCH SHELL P 2006-10-28 2013-11-07
ROYAL DUTCH SHELL P 2009-03-31 2013-11-07
ROYAL DUTCH SHELL P 2010-02-22 2013-11-07
TARGET CORP P 2003-03-19 2013-10-15
TARGET CORP P 2003-03-19 2013-11-07
TARGET CORP P 2007-06-13 2013-11-07
TEXAS INSTRUMENTS P 2007-08-28 2013-10-15
TEXAS INSTRUMENTS P 2007-08-28 2013-11-07
TEXAS INSTRUMENTS P 2007-10-31 2013-11-07
TEXAS INSTRUMENTS P 2010-10-20 2013-11-07
TOTAL SA SPON ADR P 2005-03-11 2013-10-15
TOTAL SA SPON ADR P 2007-06-13 2013-10-15
TOTAL SA SPON ADR P 2007-06-13 2013-11-07
TOTAL SA SPON ADR P 2008-10-28 2013-11-07
TWENTY FIRST CENTURY FOX P 2007-06-13 2013-10-15
TWENTY FIRST CENTURY FOX P 2007-06-13 2013-11-07
UNITED TECHNOLOGIES P 2007-06-13 2013-10-15
UNITED TECHNOLOGIES P 2007-10-31 2013-10-15
UNITED TECHNOLOGIES P 2007-10-31 2013-11-07
WALMART STORES P 2003-03-19 2013-10-15
WALMART STORES P 2003-03-19 2013-11-07
WALMART STORES P 2009-03-31 2013-11-07
WALMART STORES P 2009-05-14 2013-11-07
WALGREEN CO P 2007-06-13 2013-05-29
WALGREEN CO P 2007-06-13 2013-10-15
WALGREEN CO P 2007-06-13 2013-11-07
WALT DISNEY P 2010-03-12 2013-10-15
WALT DISNEY P 2010-03-12 2013-11-07
BOARDWALK PIPELINE PARTNERS P 2008-09-30 2013-06-27
BUCKLE CO P 2012-07-26 2013-12-11
COACH P 2011-06-29 2013-12-11
FASTENAL P 2011-06-29 2013-12-11
IRON MTN P 2012-07-26 2013-12-11
IRON MTN P 2012-11-21 2013-12-11
THERMO FISHER SCIENTIFIC P 2012-07-26 2013-11-19
BUCKLE CO P 2010-02-04 2013-03-20
BUCKLE CO P 2010-02-04 2013-12-11
EL PASO PIPELINE P 2010-12-17 2013-12-11
ENTERPRISE PRODUCTS PARTNERS P 2010-02-04 2013-12-11
MCCORMICK & CO P 2002-03-01 2013-11-19
PRAXAIR P 2006-06-27 2013-03-20
TUPPERWARE BRANDS P 2010-12-17 2013-03-20
TUPPERWARE BRANDS P 2010-12-17 2013-11-04
BRIT AMER TOBACCO P 2013-06-24 2013-09-13
BANK OF AMERICA P 2013-05-10 2013-12-11
BASF SE P 2013-02-21 2013-12-11
CITIGROUP INC P 2013-05-10 2013-12-11
FI ENHANCED EUROPE P 2013-05-22 2013-12-11
FI ENHANCED BIG CAP P 2013-05-20 2013-12-11
FI ENHANCED GLOBAL P 2013-05-21 2013-12-11
LLOYDS BANKING GROUP P 2013-10-23 2013-12-11
PETROLEO BRAS VTG P 2012-08-02 2013-02-21
SIEMENS AG P 2013-10-23 2013-12-11
TAIWAN S MANUFACTURING ADR P 2012-08-02 2013-05-17
UBS AG REG P 2013-09-17 2013-12-11
VISA INC P 2012-04-13 2013-02-20
COMP DE BEBIDAS P 2013-03-28 2013-03-28
AMAZON.COM P 2011-02-08 2013-12-11
A T & T P 2012-07-31 2013-08-22
AMERICAN EXPRESS P 2012-05-02 2013-10-07
APPLE P 2012-07-25 2013-12-11
BHP BILLITON P 2012-07-26 2013-08-22
BERKSHIRE HATHAWAY P 2012-07-25 2013-12-11
COMCAST P 2012-08-02 2013-12-11
CHINA MOBILE P 2012-07-26 2013-08-26
COMP DE BEBIDAS P 2012-04-13 2013-07-05
COMP DE BEBIDAS P 2012-04-13 2013-08-26
CHEVRON CORP P 2012-07-31 2013-12-11
CISCO SYSTEMS P 2012-04-30 2013-06-22
CISCO SYSTEMS P 2012-04-30 2013-10-23
CISCO SYSTEMS P 2012-04-30 2013-10-23
CISCO SYSTEMS P 2012-04-30 2013-12-11
COCA COLA P 2012-05-24 2013-07-25
WALT DISNEY P 2012-07-26 2013-12-11
EXXON MOBIL P 2012-07-25 2013-12-11
GOOGLE INC P 2011-05-17 2013-12-11
HSBC HOLDINGS P 2012-04-04 2013-12-11
HOME DEPOT P 2012-07-26 2013-12-11
INTL BUSINESS MACHINES P 2011-05-17 2013-12-11
JP MORGAN CHASE P 2012-03-27 2013-12-11
LOREAL CO P 2012-04-20 2013-12-11
MCDONALDS CORP P 2012-04-10 2013-12-11
NOVO-NORDISK P 2012-05-22 2013-12-11
PHILIP MORRIS P 2012-04-03 2013-08-22
PHILIP MORRIS P 2012-08-16 2013-08-22
PEPSICO P 2012-08-16 2013-10-23
PEPSICO P 2012-08-16 2013-12-11
PFIZER INC P 2011-03-14 2013-12-11
QUALCOMM P 2011-03-15 2013-10-07
QUALCOMM P 2012-04-12 2013-10-07
QUALCOMM P 2012-04-12 2013-12-11
RIO TINTO PLC P 2012-02-01 2013-05-20
ROYAL BANK CANADA P 2012-08-22 2013-12-11
SAP AG SHS P 2012-04-24 2013-12-11
SANOFI ADR P 2011-03-03 2013-12-11
UBS AG FISHER ENHANCED P 2012-05-16 2013-05-20
VODAFONE GROUP P 2012-07-31 2013-09-13
VISA INC P 2012-04-13 2013-12-11
AMERICAN MOVIL SAB P 2008-01-30 2013-02-21
CNOOC LTD P 2010-11-18 2013-05-10
GLAXOSMITHKLINE P 2007-06-08 2013-12-11
GENERAL ELECTRIC P 2008-03-18 2013-12-11
INTEL CORP P 2008-01-30 2013-12-11
JOHNSON & JOHNSON P 2008-05-05 2013-12-11
MICROSOFT CORP P 2008-03-18 2013-12-11
NESTLE SPON ADR P 2008-06-03 2013-09-17
ORACLE CORP P 2007-11-14 2013-10-23
ORACLE CORP P 2007-11-14 2013-12-11
PROCTER & GAMBLE P 2007-06-07 2013-12-11
RIO TINTO PLC P 2007-06-12 2013-05-20
SCHLUMBERGER LTD P 2007-06-11 2013-05-20
SCHLUMBERGER LTD P 2007-06-11 2013-12-11
UNITED TECHNOLOGIES P 2007-06-08 2013-12-11
WELLS FARGO P 2010-08-06 2013-12-11
CAPITAL GAINS DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 1,263     1,263
b 106     106
c 75     75
d     100 -100
e     103 -103
    18,658 -18,658
36,576     36,576
31,350   31,602 -252
1,502   1,437 65
7,154   6,841 313
7,154   6,847 307
15,684   16,252 -568
31,481   33,180 -1,699
31,538   33,025 -1,487
15,242   15,295 -53
8,629   7,747 882
15,000   15,015 -15
15,000   15,094 -94
6,318   6,128 190
32,528   33,180 -652
15,731   16,600 -869
15,731   16,242 -511
6,654   4,987 1,667
33,064   32,580 484
25,635   22,673 2,962
21,071   21,320 -249
31,330   32,800 -1,470
10,443   10,760 -317
31,425   32,912 -1,487
331   343 -12
551   571 -20
1,874   1,941 -67
2,204   2,284 -80
2,204   2,284 -80
67   69 -2
178   183 -5
289   297 -8
2,222   2,284 -62
4,444   4,569 -125
31,481   32,992 -1,511
3,391   2,850 541
15,268   12,157 3,111
31,331   32,715 -1,384
658   747 -89
5,985   6,791 -806
10,049   9,939 110
10,777   10,376 401
27,921   28,025 -104
16,753   16,617 136
30,763   31,275 -512
4,776   3,746 1,030
26,110   26,653 -543
10,444   10,610 -166
5,727   5,921 -194
1,936   2,264 -328
2,924   3,420 -496
4,119   4,817 -698
8,237   9,634 -1,397
323   294 29
323   294 29
323   294 29
3,712   3,383 329
5,057   4,608 449
6,725   6,128 597
18,323   19,455 -1,132
19,612   19,854 -242
14,800   14,986 -186
3,000   3,033 -33
30,000   30,450 -450
30,000   30,105 -105
31,313   32,580 -1,267
4,874   3,849 1,025
13,139   11,447 1,692
6,286   6,421 -135
15,000   14,640 360
4,709   5,098 -389
10,367   10,435 -68
15,318   15,096 222
7,488   7,712 -224
6,749   7,167 -418
6,265   7,015 -750
7,140   5,612 1,528
2,772   1,831 941
4,549   3,004 1,545
5,561   1,829 3,732
7,813   7,500 313
7,504   7,394 110
7,950   6,519 1,431
6,719   2,992 3,727
9,056   4,352 4,704
129   54 75
3,868   1,632 2,236
10,456   10,661 -205
15,684   16,342 -658
14,377   13,799 578
17,000   15,452 1,548
7,140   5,040 2,100
446   398 48
893   796 97
8,156   7,559 597
15,986   15,601 385
12,791   15,582 -2,791
8,741   6,753 1,988
2,634   1,695 939
4,244   2,731 1,513
7,990   4,993 2,997
8,303   6,673 1,630
2,511   1,049 1,462
6,906   4,748 2,158
7,785   6,732 1,053
15,000   13,580 1,420
15,000   15,877 -877
8,100   5,019 3,081
7,286   7,099 187
31,613   32,280 -667
15,000   15,240 -240
9,271   8,518 753
15,550   15,612 -62
20,000   17,103 2,897
649   508 141
6,493   5,513 980
491   441 50
494   490 4
240   223 17
783   749 34
906   616 290
578   555 23
73   62 11
305   271 34
591   612 -21
387   356 31
129   117 12
732   587 145
439   384 55
559   482 77
721   602 119
337   311 26
370   344 26
1,026   918 108
541   434 107
341   289 52
463   435 28
954   862 92
294   267 27
279   262 17
314   268 46
679   567 112
517   508 9
231   218 13
769   732 37
413   377 36
414   343 71
416   433 -17
1,062   1,082 -20
764   659 105
826   1,250 -424
408   615 -207
851   494 357
1,221   731 490
591   721 -130
725   621 104
1,039   884 155
636   476 160
294   420 -126
331   454 -123
723   810 -87
379   330 49
1,044   902 142
288   323 -35
479   435 44
558   457 101
654   511 143
424   702 -278
331   351 -20
821   655 166
854   681 173
584   329 255
480   263 217
831   846 -15
356   339 17
654   513 141
342   216 126
326   230 96
361   262 99
373   187 186
102   77 25
1,255   848 407
507   202 305
368   223 145
1,343   780 563
434   337 97
218   169 49
621   364 257
885   536 349
75   43 32
942   562 380
1,169   525 644
831   689 142
165   125 40
3,000   790 2,210
1,500   285 1,215
1,560   285 1,275
2,080   560 1,520
653   435 218
1,064   677 387
516   435 81
86   79 7
844   785 59
1,424   394 1,030
1,449   394 1,055
1,811   1,219 592
302   166 136
1,358   923 435
3,918   2,513 1,405
288   113 175
1,441   1,198 243
1,249   1,019 230
1,396   646 750
283   60 223
1,204   391 813
1,495   483 1,012
559   213 346
1,829   745 1,084
87   83 4
3,702   3,314 388
1,296   983 313
768   501 267
717   891 -174
184   212 -28
729   1,121 -392
1,734   2,390 -656
502   830 -328
893   296 597
539   518 21
1,837   1,710 127
741   535 206
1,626   1,203 423
542   384 158
759   195 564
603   430 173
1,446   983 463
2,985   1,967 1,018
1,208   602 606
263   174 89
835   558 277
595   370 225
102   52 50
711   424 287
1,033   666 367
586   363 223
2,342   1,546 796
560   324 236
47   26 21
507   289 218
507   308 199
367   249 118
714   456 258
963   268 695
401   217 184
1,370   703 667
1,659   1,090 569
362   115 247
428   283 145
8   5 3
193   110 83
1,504   595 909
1,531   595 936
670   203 467
192   58 134
959   575 384
671   567 104
762   364 398
162   81 81
566   460 106
1,898   1,447 451
3,594   2,051 1,543
364   195 169
2,729   1,509 1,220
1,455   676 779
910   362 548
132   34 98
1,124   605 519
97   53 44
613   192 421
729   289 440
1,504   836 668
156   87 69
1,245   1,000 245
2,567   1,937 630
342   213 129
274   188 86
1,274   892 382
678   1,036 -358
730   489 241
66   44 22
680   438 242
884   549 335
398   454 -56
994   721 273
729   490 239
530   446 84
882   409 473
788   350 438
460   440 20
767   647 120
84   68 16
1,008   783 225
504   336 168
239   238 1
1,016   1,270 -254
534   673 -139
356   282 74
503   289 214
1,036   598 438
637   420 217
318   227 91
1,417   983 434
966   683 283
781   526 255
469   308 161
625   394 231
447   399 48
679   531 148
1,081   797 284
867   437 430
684   336 348
120,391   36,874 83,517
40,101   31,077 9,024
39,056   43,480 -4,424
23,806   18,052 5,754
28,712   32,282 -3,570
2,527   2,893 -366
50,177   27,424 22,753
14,285   8,740 5,545
20,051   11,653 8,398
24,154   15,324 8,830
123,491   8,822 114,669
55,294   19,659 35,635
11,268   5,222 6,046
7,696   4,796 2,900
18,044   9,593 8,451
15,574   15,248 326
3,789   3,256 533
3,257   3,078 179
3,793   3,656 137
7,319   6,606 713
10,451   9,017 1,434
8,907   8,402 505
3,380   3,448 -68
11,730   15,392 -3,662
3,208   3,190 18
14,804   10,545 4,259
3,996   4,525 -529
12,005   9,509 2,496
      0
3,823   1,785 2,038
9,505   10,815 -1,310
5,846   4,880 966
4,486   4,598 -112
10,322   10,404 -82
3,657   2,693 964
4,788   3,332 1,456
10,147   10,791 -644
4,355   5,215 -860
6,911   8,678 -1,767
4,265   3,850 415
10,558   8,895 1,663
3,485   3,125 360
9,004   7,563 1,441
3,175   2,871 304
7,322   6,795 527
4,591   3,236 1,355
3,482   3,151 331
4,302   2,122 2,180
4,902   4,098 804
4,346   2,903 1,443
4,201   4,107 94
5,211   4,299 912
3,404   2,396 1,008
4,183   4,308 -125
3,361   2,735 626
13,036   13,782 -746
11,354   12,579 -1,225
13,207   11,679 1,528
3,631   3,232 399
6,699   4,316 2,383
2,685   2,112 573
2,282   2,315 -33
4,171   3,882 289
13,272   18,566 -5,294
3,482   2,918 564
3,981   3,186 795
4,648   3,340 1,308
67,575   46,515 21,060
12,409   10,720 1,689
5,115   3,087 2,028
9,245   12,448 -3,203
13,783   16,220 -2,437
4,267   4,081 186
5,183   6,931 -1,748
4,066   3,432 634
7,069   5,167 1,902
4,575   3,548 1,027
26,803   20,124 6,679
12,972   8,165 4,807
3,307   1,965 1,342
4,871   3,398 1,473
6,459   8,947 -2,488
12,023   10,948 1,075
3,354   2,737 617
5,768   3,124 2,644
5,543   3,480 2,063
148     148
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       1,263
b       106
c       75
d       -100
e       -103
      -18,658
      36,576
      -252
      65
      313
      307
      -568
      -1,699
      -1,487
      -53
      882
      -15
      -94
      190
      -652
      -869
      -511
      1,667
      484
      2,962
      -249
      -1,470
      -317
      -1,487
      -12
      -20
      -67
      -80
      -80
      -2
      -5
      -8
      -62
      -125
      -1,511
      541
      3,111
      -1,384
      -89
      -806
      110
      401
      -104
      136
      -512
      1,030
      -543
      -166
      -194
      -328
      -496
      -698
      -1,397
      29
      29
      29
      329
      449
      597
      -1,132
      -242
      -186
      -33
      -450
      -105
      -1,267
      1,025
      1,692
      -135
      360
      -389
      -68
      222
      -224
      -418
      -750
      1,528
      941
      1,545
      3,732
      313
      110
      1,431
      3,727
      4,704
      75
      2,236
      -205
      -658
      578
      1,548
      2,100
      48
      97
      597
      385
      -2,791
      1,988
      939
      1,513
      2,997
      1,630
      1,462
      2,158
      1,053
      1,420
      -877
      3,081
      187
      -667
      -240
      753
      -62
      2,897
      141
      980
      50
      4
      17
      34
      290
      23
      11
      34
      -21
      31
      12
      145
      55
      77
      119
      26
      26
      108
      107
      52
      28
      92
      27
      17
      46
      112
      9
      13
      37
      36
      71
      -17
      -20
      105
      -424
      -207
      357
      490
      -130
      104
      155
      160
      -126
      -123
      -87
      49
      142
      -35
      44
      101
      143
      -278
      -20
      166
      173
      255
      217
      -15
      17
      141
      126
      96
      99
      186
      25
      407
      305
      145
      563
      97
      49
      257
      349
      32
      380
      644
      142
      40
      2,210
      1,215
      1,275
      1,520
      218
      387
      81
      7
      59
      1,030
      1,055
      592
      136
      435
      1,405
      175
      243
      230
      750
      223
      813
      1,012
      346
      1,084
      4
      388
      313
      267
      -174
      -28
      -392
      -656
      -328
      597
      21
      127
      206
      423
      158
      564
      173
      463
      1,018
      606
      89
      277
      225
      50
      287
      367
      223
      796
      236
      21
      218
      199
      118
      258
      695
      184
      667
      569
      247
      145
      3
      83
      909
      936
      467
      134
      384
      104
      398
      81
      106
      451
      1,543
      169
      1,220
      779
      548
      98
      519
      44
      421
      440
      668
      69
      245
      630
      129
      86
      382
      -358
      241
      22
      242
      335
      -56
      273
      239
      84
      473
      438
      20
      120
      16
      225
      168
      1
      -254
      -139
      74
      214
      438
      217
      91
      434
      283
      255
      161
      231
      48
      148
      284
      430
      348
      83,517
      9,024
      -4,424
      5,754
      -3,570
      -366
      22,753
      5,545
      8,398
      8,830
      114,669
      35,635
      6,046
      2,900
      8,451
      326
      533
      179
      137
      713
      1,434
      505
      -68
      -3,662
      18
      4,259
      -529
      2,496
      0
      2,038
      -1,310
      966
      -112
      -82
      964
      1,456
      -644
      -860
      -1,767
      415
      1,663
      360
      1,441
      304
      527
      1,355
      331
      2,180
      804
      1,443
      94
      912
      1,008
      -125
      626
      -746
      -1,225
      1,528
      399
      2,383
      573
      -33
      289
      -5,294
      564
      795
      1,308
      21,060
      1,689
      2,028
      -3,203
      -2,437
      186
      -1,748
      634
      1,902
      1,027
      6,679
      4,807
      1,342
      1,473
      -2,488
      1,075
      617
      2,644
      2,063
      148
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 2 470,112
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . .
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 296,605 5,524,594 0.053688
2011 314,066 5,659,103 0.055497
2010 223,405 5,497,827 0.040635
2009 258,755 4,884,719 0.052972
2008 299,869 6,017,086 0.049836
2 Total of line 1, column (d) ...................... 2 0.252628
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 0.050526
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 5,735,534
5 Multiply line 4 by line 3....................... 5 289,794
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 5,360
7 Add lines 5 and 6......................... 7 295,154
8 Enter qualifying distributions from Part XII, line 4.............. 8 253,150
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 10,721
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 10,721
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 10,721
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 3,960
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,960
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 18
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 6,779
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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletROBERT AND FRANCES WEISMAN Telephone no.bullet (561) 582-4567
    Located atbullet1216 N ATLANTIC DRIVELANTANAFL ZIP+4bullet33462
    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
    ROBERT WEISMAN TRUSTEE
    3.00
    0 0 0
    1216 N ATLANTIC DRIVE
    LANTANA,FL33462
    FRAN WEISMAN TRUSTEE
    2.00
    0 0 0
    1216 N ATLANTIC DRIVE
    LANTANA,FL33462
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    286,777
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    10,721
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    10,721
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    276,056
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    276,056
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    276,056
    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 7 276,056
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011....... 9,114
    e From 2012....... 28,259
    fTotal of lines 3a through e......... 37,373
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 253,150
    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..... 253,150
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2013. 22,906 22,906
    (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 14,467
    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 ......
    14,467
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012.... 14,467
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    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
    ADAPTIVE SPORTS CENTER OF CRESTED BUTTE
    10 CRESTED BUTTE WAY
    CRESTED BUTTE,CO81224
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 500
    ALBERT EINSTEIN COLLEGE OF MEDICINE
    1300 MORRIS PARK AVE
    BRONX,NY10451
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 10,500
    ALLIANCE FOR CANCER GENE THERAPY
    96 CUMMINGS POINT RD
    STAMFORD,CT06902
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 5,000
    AMERICAN CANCER SOCIETY
    250 WILLIAMS ST NW
    ATLANTA,GA30303
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 250
    AMERICAN FRIENDS OF THE HEBREW UNIVERSITY
    1 BATTERY PARK PLAZA
    NEW YORK,NY10004
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 500
    AMERICAN FRIENDS OF THE ISRAEL MUSEUM
    500 FIFTH AVE
    NEW YORK,NY10110
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 2,300
    BEIT CHAVERIM
    PO BOX 30878
    PALM BEACH GARDENS,FL33420
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1,500
    BELLWETHER HOUSING
    1651 BELLEVUE AVE
    SEATTLE,WA98122
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1,000
    B'NAI BUTTE
    PO BOX 2537
    CRESTED BUTTE,CO81224
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 2,000
    BRAIN AND BEHAVIOR RESEARCH FOUNDATION
    60 CUTTER MILL RD
    GREAT NECK,NY11021
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 62,480
    CLARA MARTIN CENTER
    11 SOUTH MAIN ST
    RANDOLPH,VT05060
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 2,500
    COLORADO CROSS-DISABILITY COALITION
    655 BROADWAY
    DENVER,CO80203
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 500
    COLORADO PUBLIC RADIO
    7409 S ALTON CT
    CENTENNIAL,CO80112
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 500
    CORNELL UNIVERSITY
    144 EAST AVE
    ITHACA,NY14850
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 500
    CRESTED BUTTE MOUNTAIN EDUCATIONAL RADIO
    508 MAROON AVE
    CRESTED BUTTE,CO81224
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 500
    DAMON RUNYON CANCER FOUNDATION
    55 BROADWAY
    NEW YORK,NY10006
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 274
    DENVER CHILDRENS HOME
    1501 ALBION ST
    DENVER,CO80220
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 500
    EDUCATION THROUGH MUSIC
    122 E 42ND ST
    NEW YORK,NY10168
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 500
    EMORY UNIVERSITY
    1518 CLIFTON RD NE
    ATLANTA,GA30329
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 10,000
    EXPLORER WEST INDEPENDENT MIDDLE SCHOOL
    10015 28TH AVE SW
    SEATTLE,WA98146
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 250
    FJC FOUNDATION
    520 EIGHTH AVE
    NEW YORK,NY10018
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1,000
    FLORIDA SOUTHERN COLLEGE
    111 LAKE HOLLINGSWORTH DR
    LAKELAND,FL33801
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 100
    FOUNDATION FIGHTING BLINDNESS
    7168 COLUMBIA GATEWAY DR
    COLUMBIA,MD21046
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 15,000
    FSMA
    925 BUSSE RD
    ELK GROVE VILLAGE,IL60007
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 53,750
    GREENWICH REFORM SYNAGOGUE
    257 STANWICH RD
    GREENWICH,CT06830
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1,000
    HOSPICE OF PALM BEACH COUNTY
    5300 EAST AVE
    WEST PALM BEACH,FL33407
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 500
    INTERNATIONAL MIDWIFE ASSISTANCE
    PO BOX 916
    BOULDER,CO80306
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1,000
    ISRAEL CANCER ASSOC USA
    525 S FLAGLER DR
    WEST PALM BEACH,FL33401
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1,200
    JEWISH FEDERATION OF PALM BEACH COUNTY
    4601 COMMUNITY DR
    WEST PALM BEACH,FL33417
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1,500
    JEWISH NATIONAL FUND
    42 E 69TH ST
    NEW YORK,NY10021
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1,000
    JOSEPH MORSE GERIATRIC CENTER
    4847 FRED GLADSTONE MEMORIAL BLVD
    WEST PALM BEACH,FL33417
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 500
    LYMPHOMA RESEARCH FOUNDATION
    115 BROADWAY
    NEW YORK,NY10006
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1,000
    MEMORIAL FOUNDATION
    50 BROADWAY
    NEW YORK,NY10004
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1,000
    MEMORIAL SLOAN KETTERING
    1275 YORK AVE
    NEW YORK,NY10065
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1,000
    MT RAINIER BOOSTER CLUB
    22450 19TH AVE S
    DES MOINES,WA98198
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1,000
    NATIONAL CENTER FOR LEARNING DISABILITIES
    381 PARK AVENUE SOUTH
    NEW YORK,NY10016
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 500
    NORMANDY PARK YOUTH ORCHESTRA
    801 SW 174TH ST
    NORMANDY PARK,WA98166
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1,000
    NORTHWESTERN MEMORIAL FOUNDATION
    676 NORTH SAINT CLAIR ST
    CHICAGO,IL60611
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 53,250
    NORTON MUSEUM OF ART
    1451 SOUTH OLIVE AVE
    WEST PALM BEACH,FL33401
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1,000
    NYU SCHOOL OF LAW
    40 WASHINGTON SQUARE SOUTH
    NEW YORK,NY10012
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 500
    OSLO FOUNDATION
    PO BOX 279
    WINTER PARK,CO80482
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1,000
    PALM HEALTHCARE FOUNDATION
    1016 N DIXIE HWY
    WEST PALM BEACH,FL33401
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 300
    PLANNED PARENTHOOD
    434 W 33RD ST
    NEW YORK,NY10001
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 710
    RAYMOND KRAVIS CENTER
    701 OKEECHOBEE BLVD
    WEST PALM BEACH,FL33401
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1,000
    TEMPLE EMANUEL
    51 GRAPE STREET
    DENVER,CO80220
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 250
    THE SEATTLE FOUNDATION
    1200 5TH AVE
    SEATTLE,WA98101
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1,000
    UNIVERSITY OF DENVER
    2199 SOUTH UNIVERSITY BLVD
    DENVER,CO80208
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1,000
    WOMEN'S WORK
    2586 S RD
    POUGHKEEPSIE,NY12601
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 500
    Total .................................bullet 3a 244,614
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............
        14 103,076  
    4 Dividends and interest from securities....     14 58,083  
    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.....     14 1,241  
    8
    Gain or (loss) from sales of assets other than inventory .............
        18 470,112  
    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).. 0 632,512 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13632,512
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







    Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 AccountingFeesSchedule
    Name:
    THE WEISMAN FAMILY FOUNDATION CO ROBERT D WEISMAN
    EIN: 56-2475540
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 10,500 7,000   3,500

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    THE WEISMAN FAMILY FOUNDATION CO ROBERT D WEISMAN
    EIN: 56-2475540
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCKS, BONDS AND OTHER INVESTMENTS - DETAILS AVAILABLE 3,067,877 3,740,063

    TY 2013 InvestmentsOtherSchedule2
    Name:
    THE WEISMAN FAMILY FOUNDATION CO ROBERT D WEISMAN
    EIN: 56-2475540
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    INVESTMENT IN URSULA CAPITAL PARTNERS LLP AT COST 1,331,957 1,331,957
    INVESTMENT IN BOARDWALK PIPELINE PARTNERS AT COST 34,618 102,080
    INVESTMENT IN ENTERPRISE PRODUCT PARTNERS AT COST 0 0
    INVESTMENT IN EL PASO PIPELINE PARTNERS AT COST 28,457 46,800
    INVESTMENT IN PLAINS ALL-AMERICAN PIPELINE AT COST 45,124 62,124
    INVESTMENT IN KINDER MORGAN ENERGY AT COST 0 88,726

    TY 2013 OtherDecreasesSchedule
    Name:
    THE WEISMAN FAMILY FOUNDATION CO ROBERT D WEISMAN
    EIN: 56-2475540
    Description Amount
    NONDEDUCTIBLE PARTNERSHIP EXPENSES - KINDER MORGAN ENERGY 12
    NONDEDUCTIBLE PARTNERSHIP LOSS - PLAINS ALL AMERICAN 1,051
    NONDEDUCTIBLE PARTNERSHIP LOSS - ENTERPRISE PRODUCTS 1,404
    NONDEDUCTIBLE PARTNERSHIP LOSS - KINDER MORGAN ENERGY 3,727
    NONDEDUCTIBLE PARTNERSHIP EXPENSES - BOARDWALK PIPELINE 29
    NONDEDUCTIBLE PARTNERSHIP EXPENSES - ENTERPRISE PRODUCTS 6
    NONDEDUCTIBLE PARTNERSHIP EXPENSES - PLAINS ALL AMERICAN 9
    NONDEDUCTIBLE PARTNERSHIP LOSS - URSULA CAPITAL 176
    NONDEDUCTIBLE PARTNERSHIP LOSS - EL PASO PIPELINE 1,937
    NONDEDUCTIBLE PARTNERSHIP EXPENSES - EL PASO PIPELINE 29


    TY 2013 OtherExpensesSchedule
    Name:
    THE WEISMAN FAMILY FOUNDATION CO ROBERT D WEISMAN
    EIN: 56-2475540
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    K-1 URSULA CAPITAL PARTNESHIP 28,559 28,559   0
    OTHER INVESTMENT EXPENSES 1,444 1,444   0
    BOOKKEEPING, MANAGEMENT AND OFFICE 14,357 9,571   4,786
    ADR FEES 189 189   0
    K-1 KINDER MORGAN ENERGY PARTNERS 842 842   0
    K-1 BOARDWALK PIPELINE PARTNERS LP 14 14   0
    NYS FILING FEE 250 0   250
    K-1 PLAINS ALL AMERICAN 261 261   0


    TY 2013 OtherIncomeSchedule2
    Name:
    THE WEISMAN FAMILY FOUNDATION CO ROBERT D WEISMAN
    EIN: 56-2475540
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME - K-1 URSULA CAPITAL PARTNERS 399 399 399
    OTHER INCOME - K-1 BOARDWALK PIPELINE 788 788 788
    OTHER INCOME - K-1 ENTERPRISE 57 57 57
    OTHER INCOME - K-1 KINDER MORGAN 72 72 72
    OTHER LOSS - K-1 PLAINS ALL AMERICAN -75 -75 -75


    TY 2013 OtherIncreasesSchedule
    Name:
    THE WEISMAN FAMILY FOUNDATION CO ROBERT D WEISMAN
    EIN: 56-2475540
    Description Amount
    K-1 URSULA CAPITAL PARTNERS - UNREALIZED GAIN ON SECURITIES 195,470
    K-1 URSULA CAPITAL PARTNERS - ACCRUED DIVIDENDS 202


    TY 2013 OtherLiabilitiesSchedule
    Name:
    THE WEISMAN FAMILY FOUNDATION CO ROBERT D WEISMAN
    EIN: 56-2475540
    Description Beginning of Year - Book Value End of Year - Book Value
    NEGATIVE CAPITAL BALANCE - KINDER MORGAN ENERGY PARTNERS 1,380 11,634


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    THE WEISMAN FAMILY FOUNDATION CO ROBERT D WEISMAN
    EIN: 56-2475540
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVISORY FEES 39,647 39,647   0


    TY 2013 TaxesSchedule
    Name:
    THE WEISMAN FAMILY FOUNDATION CO ROBERT D WEISMAN
    EIN: 56-2475540
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 8,958 8,958   0