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 07-01-2013 , and ending 06-30-2014
Name of foundation
REHM FAMILY FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)7116 SE GREENVIEW PLACE   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HOBE SOUND, FL33455
A Employer identification number

42-1464826
B Telephone number (see instructions)

(515) 829-9215
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,002,375J 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) 2,360
2 Check bullet
3 Interest on savings and temporary cash investments 4,659 4,659  
4 Dividends and interest from securities...... 18,194 18,194  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 57,999
b Gross sales price for all assets on line 6a 298,704
7 Capital gain net income (from Part IV, line 2)... 57,999
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 67 67  
12 Total. Add lines 1 through 11........ 83,279 80,919  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 2,360 2,360    
c Other professional fees (attach schedule).... Click to see attachment 7,840 7,840    
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 851 267    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 3 3    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 11,054 10,470   0
25 Contributions, gifts, grants paid........ 121,375 121,375
26 Total expenses and disbursements. Add lines 24 and 25 132,429 10,470   121,375
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -49,150
b Net investment income (if negative, enter -0-) 70,449
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............... 38,948 37,956 37,956
2 Savings and temporary cash investments.......... 11,393 11,655 11,655
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)........ 473,348 Click to see attachment484,129 738,978
c Investments—corporate bonds (attach schedule)........ 263,303 Click to see attachment204,035 213,786
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 786,992 737,775 1,002,375
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 786,992 737,775
30 Total net assets or fund balances (see page 17 of the
instructions).................... 786,992 737,775
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 786,992 737,775
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)............... 1 786,992
2 Enter amount from Part I, line 27a..................... 2 -49,150
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 737,842
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 67
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 737,775
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 PIMCO COMMODITY RR STRAT-I-45 P 2010-06-17 2013-08-21
b PRINCIPAL PREFERRED SEC-INS P 2011-04-29 2013-11-22
c RIDGEWORTH SEIX HY BD-L P 2011-07-29 2013-11-22
d RIDGEWORTH SEIX HY BD-L P 2012-10-31 2013-11-22
e CISCO SYSTEMS INC P 2008-09-30 2013-12-13
ARTISAN INTERNATIONAL FUND 661 P 2010-04-28 2014-05-20
PRINCIPAL PREFERRED SEC-INS P 2013-01-31 2013-11-22
RIDGEWORTH SEIX HY BD-L P 2013-05-31 2013-11-22
PIMCO COMMODITY RR STRAT-I-45 P 2009-06-15 2013-08-21
PRINCIPAL PREFERRED SEC-INS P 2011-05-31 2013-11-22
RIDGEWORTH SEIX HY BD-L P 2011-08-31 2013-11-22
DIAMOND HILL LONG-SHORT FD P 2008-06-25 2013-12-16
CISCO SYSTEMS INC P 2011-01-21 2013-12-13
DODGE & COX INT'L STOCK FD 1048 P 2006-07-11 2014-05-20
PRINCIPAL PREFERRED SEC-INS P 2013-02-28 2013-11-22
RIDGEWORTH SEIX HY BD-L P 2013-07-01 2013-11-22
PIMCO COMMODITY RR STRAT-I-45 P 2009-06-18 2013-08-21
PRINCIPAL PREFERRED SEC-INS P 2012-07-31 2013-11-22
RIDGEWORTH SEIX HY BD-L P 2011-09-30 2013-11-22
DIAMOND HILL LONG-SHORT FD P 2008-07-02 2013-12-16
CISCO SYSTEMS INC P 2011-03-04 2013-12-13
OAKMARK INT'L FD 109 P 2009-12-17 2014-05-20
PRINCIPAL PREFERRED SEC-INS P 2013-03-28 2013-11-22
RIDGEWORTH SEIX HY BD-L P 2013-07-31 2013-11-22
PIMCO COMMODITY RR STRAT-I-45 P 2009-09-17 2013-08-21
PRINCIPAL PREFERRED SEC-INS P 2012-08-31 2013-11-22
RIDGEWORTH SEIX HY BD-L P 2011-10-31 2013-11-22
DIAMOND HILL LONG-SHORT FD P 2008-12-16 2013-12-16
INTEL CORP P 2002-12-04 2013-12-13
OAKMARK INT'L FD 109 P 2010-12-16 2014-05-20
PRINCIPAL PREFERRED SEC-INS P 2013-04-30 2013-11-22
RIDGEWORTH SEIX HY BD-L P 2013-08-30 2013-11-22
PIMCO COMMODITY RR STRAT-I-45 P 2010-03-18 2013-08-21
PRINCIPAL PREFERRED SEC-INS P 2012-09-28 2013-11-22
RIDGEWORTH SEIX HY BD-L P 2011-11-30 2013-11-22
DIAMOND HILL LONG-SHORT FD P 2008-12-31 2013-12-16
INTEL CORP P 2004-04-08 2013-12-13
OAKMARK INT'L FD 109 P 2011-12-15 2014-05-20
PRINCIPAL PREFERRED SEC-INS P 2013-05-31 2013-11-22
RIDGEWORTH SEIX HY BD-L P 2013-09-30 2013-11-22
PIMCO COMMODITY RR STRAT-I-45 P 2010-09-16 2013-08-21
PRINCIPAL PREFERRED SEC-INS P 2012-10-31 2013-11-22
RIDGEWORTH SEIX HY BD-L P 2011-12-30 2013-11-22
DIAMOND HILL LONG-SHORT FD P 2009-06-15 2013-12-16
INTEL CORP P 2005-01-20 2013-12-13
OAKMARK INT'L FD 109 P 2012-12-13 2014-05-20
PRINCIPAL PREFERRED SEC-INS P 2013-06-28 2013-11-22
RIDGEWORTH SEIX HY BD-L P 2013-10-31 2013-11-22
PIMCO COMMODITY RR STRAT-I-45 P 2011-12-07 2013-08-21
RIDGEWORTH SEIX HY BD-L P 2009-06-15 2013-11-22
RIDGEWORTH SEIX HY BD-L P 2012-01-31 2013-11-22
DIAMOND HILL LONG-SHORT FD P 2009-12-30 2013-12-16
MADISON INVESTORS FUND CL Y 6399 P 2010-11-03 2014-01-23
OAKMARK INT'L FD 109 P 2003-03-06 2014-05-20
PRINCIPAL PREFERRED SEC-INS P 2013-07-31 2013-11-22
DIAMOND HILL LONG-SHORT FUND P 2012-12-28 2013-12-16
PIMCO COMMODITY RR STRAT-I-45 P 2011-12-28 2013-08-21
RIDGEWORTH SEIX HY BD-L P 2010-11-30 2013-11-22
RIDGEWORTH SEIX HY BD-L P 2012-02-29 2013-11-22
DIAMOND HILL LONG-SHORT FD P 2010-04-28 2013-12-16
MADISON INVESTORS FUND CL Y 6399 P 2010-11-17 2014-01-23
PIMCO COMMODITY RR STRAT-I-45 P 2012-09-20 2013-08-21
PRINCIPAL PREFERRED SEC-INS P 2013-10-31 2013-11-22
MADISON INVESTORS FD CL Y 6399 P 2013-12-27 2014-01-23
PIMCO COMMODITY RR STRAT-I-45 P 2012-03-22 2013-08-21
RIDGEWORTH SEIX HY BD-L P 2010-12-31 2013-11-22
RIDGEWORTH SEIX HY BD-L P 2012-03-30 2013-11-22
DIAMOND HILL LONG-SHORT FD P 2010-08-16 2013-12-16
MADISON INVESTORS FUND CL Y 6399 P 2010-12-31 2014-01-23
PIMCO COMMODITY RR STRAT-I-45 P 2012-12-12 2013-08-21
RIDGEWORTH SEIX HY BD-L P 2012-11-30 2013-11-22
ARTISAN INTERNATIONAL FUND 661 P 2013-11-21 2014-05-20
PIMCO COMMODITY RR STRAT-I-45 P 2012-06-21 2013-08-21
RIDGEWORTH SEIX HY BD-L P 2011-01-31 2013-11-22
RIDGEWORTH SEIX HY BD-L P 2012-04-30 2013-11-22
DIAMOND HILL LONG-SHORT FD P 2010-11-03 2013-12-16
MADISON INVESTORS FUND CL Y 6399 P 2011-12-29 2014-01-23
PIMCO COMMODITY RR STRAT-I-45 P 2012-12-12 2013-08-21
RIDGEWORTH SEIX HY BD-L P 2012-12-19 2013-11-22
OAKMART INTERNATIONAL FD 109 P 2013-12-19 2014-05-20
PIMCO COMMODITY RR STRAT-I-45 P 2009-11-14 2013-08-21
RIDGEWORTH SEIX HY BD-L P 2011-02-28 2013-11-22
RIDGEWORTH SEIX HY BD-L P 2012-05-31 2013-11-22
DIAMOND HILL LONG-SHORT FD P 2010-12-30 2013-12-16
MADISON INVESTORS FUND CL Y 6399 P 2012-12-31 2014-01-23
PIMCO COMMODITY RR STRAT-I-45 P 2012-12-27 2013-08-21
RIDGEWORTH SEIX HY BD-L P 2012-12-31 2013-11-22
MADISON INVESTORS FUND CL Y 6399 P 2013-09-17 2014-01-23
VODAFONE GROUP PLC NEW ADR P 2009-09-22 2013-08-21
RIDGEWORTH SEIX HY BD-L P 2011-03-31 2013-11-22
RIDGEWORTH SEIX HY BD-L P 2012-06-29 2013-11-22
DIAMOND HILL LONG-SHORT FD P 2011-12-29 2013-12-16
ARTISAN INTERNATIONAL FUND 661 P 2009-10-16 2014-05-20
PIMCO COMMODITY RR STRAT-I-45 P 2013-03-21 2013-08-21
RIDGEWORTH SEIX HY BD-L P 2013-01-31 2013-11-22
NOW INC/SH P 2013-12-13 2014-06-13
VODAFONE GROUP PLC NEW ADR P 2010-08-16 2013-08-21
RIDGEWORTH SEIX HY BD-L P 2011-04-29 2013-11-22
RIDGEWORTH SEIX HY BD-L P 2012-07-31 2013-11-22
GILEAD SCIENCES INC P 2012-11-01 2013-12-13
ARTISAN INTERNATIONAL FUND 661 P 2009-12-17 2014-05-20
PRINCIPAL PREFERRED SEC-INS P 2012-11-30 2013-11-22
RIDGEWORTH SEIX HY BD-L P 2013-02-28 2013-11-22
WASHINGTON MUTUAL CLASS ACTION SETT. P 2001-01-01 2013-08-15
3M COMPANY P 2008-08-18 2013-08-15
RIDGEWORTH SEIX HY BD-L P 2011-05-31 2013-11-22
RIDGEWORTH SEIX HY BD-L P 2012-08-31 2013-11-22
CISCO SYSTEMS INC P 2008-01-22 2013-12-13
ARTISAN INTERNATIONAL FUND 661 P 2010-12-16 2014-05-20
PRINCIPAL PREFERRED SEC-INS P 2012-12-19 2013-11-22
RIDGEWORTH SEIX HY BD-L P 2013-03-28 2013-11-22
ENRON CLASS ACTION SETTLEMENT P 2001-01-01 2013-11-08
PRINCIPAL PREFERRED SEC-INS P 2011-04-14 2013-11-22
RIDGEWORTH SEIX HY BD-L P 2011-06-30 2013-11-22
RIDGEWORTH SEIX HY BD-L P 2012-09-28 2013-11-22
CISCO SYSTEMS INC P 2008-04-01 2013-12-13
ARTISAN INTERNATIONAL FUND 661 P 2012-12-19 2014-05-20
PRINCIPAL PREFERRED SEC-INS P 2012-12-27 2013-11-22
RIDGEWORTH SEIX HY BD-L P 2013-04-30 2013-11-22
(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 816   1,078 -262
b 49   49  
c 136   134 2
d 122   121 1
e 2,208   2,415 -207
3,685   2,381 1,304
53   54 -1
116   118 -2
7,640   10,000 -2,360
47   47  
141   133 8
3,212   2,652 560
1,904   1,956 -52
20,000   17,249 2,751
50   52 -2
129   127 2
96   124 -28
51   51  
143   129 14
30,942   25,000 5,942
2,512   2,278 234
229   142 87
50   52 -2
120   119 1
125   170 -45
51   51  
134   127 7
268   174 94
728   586 142
270   195 75
46   49 -3
124   122 2
555   773 -218
59   59  
138   126 12
954   593 361
1,456   1,655 -199
257   155 102
46   48 -2
115   113 2
367   514 -147
57   59 -2
133   124 9
30,226   20,000 10,226
2,670   2,495 175
721   545 176
47   48 -1
122   123 -1
880   1,174 -294
2,391   2,025 366
126   120 6
2   2  
14,415   10,000 4,415
7,557   3,297 4,260
50   51 -1
366   302 64
4,873   5,593 -720
150   144 6
128   123 5
13,791   10,000 3,791
14,515   10,000 4,515
346   427 -81
62   62  
911   910 1
376   444 -68
134   131 3
127   121 6
14,245   10,000 4,245
162   117 45
448   534 -86
129   128 1
422   411 11
295   314 -19
127   126 1
129   124 5
10,356   7,500 2,856
264   189 75
       
7   7  
966   924 42
118   159 -41
128   127 1
129   122 7
38   28 10
228   184 44
130   152 -22
124   124  
135   128 7
2,720   2,122 598
129   129  
129   123 6
189   145 44
14,680   10,000 4,680
213   246 -33
116   116  
827   797 30
1,166   947 219
128   128  
125   122 3
7,137   3,374 3,763
400   268 132
58   60 -2
123   123  
10     10
50,000   49,912 88
126   126  
125   122 3
1,114   1,294 -180
342   242 100
64   66 -2
119   119  
56     56
7,103   7,047 56
140   138 2
121   119 2
466   571 -105
470   382 88
58   59 -1
117   119 -2
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       -262
b        
c       2
d       1
e       -207
      1,304
      -1
      -2
      -2,360
       
      8
      560
      -52
      2,751
      -2
      2
      -28
       
      14
      5,942
      234
      87
      -2
      1
      -45
       
      7
      94
      142
      75
      -3
      2
      -218
       
      12
      361
      -199
      102
      -2
      2
      -147
      -2
      9
      10,226
      175
      176
      -1
      -1
      -294
      366
      6
       
      4,415
      4,260
      -1
      64
      -720
      6
      5
      3,791
      4,515
      -81
       
      1
      -68
      3
      6
      4,245
      45
      -86
      1
      11
      -19
      1
      5
      2,856
      75
       
       
      42
      -41
      1
      7
      10
      44
      -22
       
      7
      598
       
      6
      44
      4,680
      -33
       
      30
      219
       
      3
      3,763
      132
      -2
       
      10
      88
       
      3
      -180
      100
      -2
       
      56
      56
      2
      2
      -105
      88
      -1
      -2
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 57,999
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 -81
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 117,095 996,594 0.117495
2011 117,200 1,019,162 0.114996
2010 139,670 1,140,854 0.122426
2009 143,550 1,155,921 0.124187
2008 164,592 1,228,442 0.133984
2 Total of line 1, column (d) ...................... 2 0.613088
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 0.122618
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 1,004,647
5 Multiply line 4 by line 3....................... 5 123,188
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 704
7 Add lines 5 and 6......................... 7 123,892
8 Enter qualifying distributions from Part XII, line 4.............. 8 121,375
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 1,409
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 1,409
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,409
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 520
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.............. 7 520
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 889
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bullet
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletMARILYN DILLIVAN Telephone no.bullet (515) 829-9215
    Located atbullet1001 OFFICE PARK ROAD SUITE 216WEST DES MOINESIA ZIP+4bullet50325
    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
    CYNTHIA REHMClick to see attachment TRUSTEE
    1.00     		0 0 0
    7116 SE GREENVIEW PLACE
    HOBE SOUND,FL33455
    JACK REHMClick to see attachment TRUSTEE
    1.00     		0 0 0
    7116 SE GREENVIEW PLACE
    HOBE SOUND,FL33455
    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  
    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)
    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 N/A  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    50,232
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    1,409
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,409
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    48,823
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    48,823
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    48,823
    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 48,823
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 103,609
    b From 2009....... 87,012
    c From 2010....... 83,491
    d From 2011....... 66,679
    e From 2012....... 67,769
    fTotal of lines 3a through e......... 408,560
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 121,375
    a Applied to 2012, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2013 distributable amount..... 48,823
    e Remaining amount distributed out of corpus 72,552
    5 Excess distributions carryover applied to 2013.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 481,112
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		103,609
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		377,503
    10 Analysis of line 9:
    a Excess from 2009.... 87,012
    b Excess from 2010.... 83,491
    c Excess from 2011.... 66,679
    d Excess from 2012.... 67,769
    e Excess from 2013.... 72,552
    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
    HAMILTON COLLEGE
    HAMILTON ANNUAL FUND
    198 COLLEGE HILL RD
    CLINTON,NY13323     		NONE CHARITY GENERAL SUPPORT 250
    HOBE SOUND COMMUNITY CHEST
    PO BOX 511
    HOBE SOUND,FL33475     		NONE CHARITY GENERAL SUPPORT 5,250
    ST CHRISTOPHER'S CHURCH
    12001 SE FEDERAL HIGHWAY
    HOBE SOUND,FL33455     		NONE CHARITY GENERAL SUPPORT 1,250
    HOLY CROSS COLLEGE
    ONE COLLEGE ST
    WORCESTER,MA01610     		NONE CHARITY EDUCATIONAL SUPPORT 51,000
    MEMORIAL SLOAN KETTERING
    1275 YORK AVENUE
    NEW YORK,NY10065     		NONE CHARITY CANCER RESEARCH 2,500
    KHCAC
    300 MAIN STREET
    OLD SAYBROOK,CT06475     		NONE CHARITY GENERAL SUPPORT 450
    ST JOHN'S THE EVANGELIST CHURCH
    348 EAST 55TH STREET
    NEW YORK,NY10022     		NONE CHARITY GENERAL SUPPORT 1,250
    BOYS & GIRLS CLUB
    11500 SE LARES AVENUE
    HOBE SOUND,FL33475     		NONE CHARITY GENERAL SUPPORT 800
    MIDDLESEX HOSPITAL
    28 CRESCENT STREET
    MIDDLETOWN,CT06457     		NONE CHARITY SUPPORT 5,000
    UNITED WAY OF MARTIN COUNTY
    10 SE CENTRAL PKWY 101
    HOBE SOUND,FL34994     		NONE CHARITY COMMUNITY SUPPORT 1,750
    SOCIETY FOR PSP
    30 E PADONIA RD STE 201
    TIMONIUM,MD21093     		NONE CHARITY GENERAL SUPPORT 100
    CARDINALS ANNUAL APPEAL - FL
    12001 SE FEDERAL HIGHWAY
    HOBE SOUND,FL33455     		NONE CHARITY SUPPORT 500
    GREGORIAN UNIVERSITY FUND
    106 W 56TH ST
    NEW YORK,NY10019     		NONE CHARITY EDUCATIONAL SUPPORT 500
    MARTIN MEMORIAL FOUNDATION
    PO BOX 9010
    STUART,FL34995     		NONE CHARITY SUPPORT 1,000
    NATIVITY SCHOOL OF WORCESTER
    67 LINCOLN ST
    WORCESTER,MA01605     		NONE CHARITY EDUCATIONAL SUPPORT 100
    FOOD BANK OF NEW YORK CITY
    39 BROADWAY 10
    NEW YORK,NY10006     		NONE CHARITY SUPPORT 700
    DARTMOUTH COLLEGE
    6066 DEVELOPMENT OFFICE
    HANOVER,NH03755     		NONE CHARITY EDUCATIONAL SUPPORT 500
    ALZHEIMERS ASSOCIATION
    11711 SE FEDERAL HWY
    HOBE SOUND,FL33455     		NONE CHARITY SUPPORT 100
    EVERGLADES FOUNDATION
    18001 OLD CUTLER RD
    SUITE 625
    PALMETTO BAY,FL33157     		NONE CHARITY SUPPORT 1,000
    DOCTORS WITHOUT BORDERS
    PO BOX 5030
    HAGERSTOWN,MD217415030     		NONE CHARITY SUPPORT 100
    HOPKINS SCHOOL
    986 FOREST ROAD
    NEW HAVEN,CT06515     		NONE CHARITY EDUCATIONAL SUPPORT 200
    HEIFER INTERNATIONAL
    1 WORLD AVENUE
    LITTLE ROCK,AR72202     		NONE CHARITY SUPPORT 220
    JUPITER MEDICAL CENTER FOUNDATION
    1210 S OLD DIXIE HIGHWAY
    BUILDING EAST 1002
    JUPITER,FL33458     		NONE CHARITY GENERAL SUPPORT 1,000
    TREASURE COAST FOOD BANK
    3051 INDUSTRIAL 25TH ST
    FORT PIERCE,FL34946     		NONE CHARITY GENERAL SUPPORT 100
    LOBLOLLY FOUNDATION
    7407 SE HILL TERRACE
    HOBE SOUND,FL33455     		NONE CHARITY COMMUNITY SUPPORT 5,500
    CATHOLIC CHARITIES OF NY
    OFFICE OF DEVELOPMENT
    11TH FLOOR
    NEW YORK,NY10022     		NONE CHARITY SUPPORT 500
    DIOCESAN SERVICES APPEAL
    12001 SE FEDERAL HIGHWAY
    HOBE SOUND,FL33455     		NONE CHARITY RELIGIOUS SUPPORT 4,500
    CANTERBURY SCHOOL
    101 ASPETUK AVE
    NEW MILFORD,CT06776     		NONE CHARITY EDUCATIONAL SUPPORT 250
    THE FRESH AIR FUND
    633 THIRD AVE 14TH FLOOR
    NEW YORK,NY10017     		NONE CHARITY SUMMER VACATIONS FOR NY CHILDREN 200
    BRUCE MUSEUM
    1 MUSEUM DRIVE
    GREENWICH,CT06830     		NONE CHARITY GENERAL SUPPORT 500
    HOLY CHILD SCHOOL
    136 OLD STONE BRIDGE ROAD
    COS COB,CT06807     		NONE CHARITY EDUCATIONAL SUPPORT 750
    CITY HARVEST
    6 E 32ND ST 5TH FLOOR
    NEW YORK,NY10016     		NONE CHARITY GENERAL SUPPORT 100
    CONNECTICUT COLLEGE
    270 MOHEGAN AVENUE
    NEW LONDON,CT06320     		NONE CHARITY EDUCATIONAL SUPPORT 15,000
    ORCHARD PLACE
    925 SW PORTER AVENUE
    DES MOINES,IA50315     		NONE CHARITY SUPPORT 100
    NEW YORK NATIVITY CENTERS
    204 FORSYTH ST
    NEW YORK,NY10002     		NONE CHARITY GENERAL SUPPORT 15,000
    COUNCIL FOR THE AGING
    1901 L STREET NW
    4TH FLOOR
    WASHINGTON,DC20036     		NONE CHARITY SUPPORT 250
    HOBE SOUND NATURE CENTER
    13640 SE FEDERAL HIGHWAY
    HOBE SOUND,FL33455     		NONE CHARITY COMMUNITY SUPPORT 250
    COVENANT HOUSE
    460 WEST 41ST STREET
    NEW YORK,NY10036     		NONE CHARITY SUPPORT 100
    THE JESUITS
    PO BOX 9199
    WATERTOWN,MA02471     		NONE CHARITY SUPPORT 100
    WEILL CORNELL MEDICAL COLLEGE
    1300 NEW YORK AVENUE
    NEW YORK,NY10065     		NONE CHARITY GENERAL SUPPORT 1,000
    AMERICAN HEART ASSOCIATION
    7272 GREENVILLE AVE
    DALLAS,TX75231     		NONE CHARITY GENERAL SUPPORT 105
    DES MOINES ART CENTER
    4700 GRAND AVENUE
    DES MOINES,IA50312     		NONE CHARITY GENERAL SUPPORT 1,250
    HABITAT FOR HUMANITY
    121 HABITAT STREET
    AMERICUS,GA31709     		NONE CHARITY GENERAL SUPPORT 100
    CYSTIC FIBROSIS FUND
    6931 ARLINGTON ROAD
    BETHESDA,MD20814     		NONE CHARITY GENERAL SUPPORT 100
    WOUNDED WARRIOR PROJECT
    150 CAMBRIDGE PARK DRIVE
    SUITE 202
    CAMBRIDGE,MA02140     		NONE CHARITY GENERAL SUPPORT 100
    Total .................................bullet 3a 121,375
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 4,659  
    4 Dividends and interest from securities....     14 18,194  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 57,999  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aMISCELLANEOUS INCOME     18 67  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   80,919  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1380,919
    (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:
    REHM FAMILY FOUNDATION
    EIN: 42-1464826
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT ACCOUNTING FEES 2,360 2,360    

    TY 2013 CompensationExplanation
    Name:
    REHM FAMILY FOUNDATION
    EIN: 42-1464826
    Person Name Explanation
    CYNTHIA REHM  
    JACK REHM  

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    REHM FAMILY FOUNDATION
    EIN: 42-1464826
    Name of Bond End of Year Book Value End of Year Fair Market Value
    3M COMPANY    
    ISHARES BARCLAYS TIPS BOND FUND 24,680 27,917
    PIMCO FOREIGN BOND FUND 44,869 48,310
    RIDGEWORTH SEIX BOND FUND 16,815 19,606
    TEMPLETON GLOBAL BOND FUND 34,829 37,502
    BANK OF AMERICA 25,568 25,198
    EL DUPONT DEMENO 27,000 25,749
    GENERAL ELECTRIC 26,266 25,325
    PRINCIPAL PREFERRED SECURITIES 4,008 4,179

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    REHM FAMILY FOUNDATION
    EIN: 42-1464826
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABS 2,440 4,458
    ABBVIE 7,897 11,796
    ACCENTURE LTD 4,022 12,934
    AFLAC INC 1,249 5,105
    AMEX MATERIALS SPDR 6,109 12,155
    APACHE CORP 4,143 7,043
    ARTISAN INTERNATIONAL FUND 661 13,006 23,984
    ARTISAN MID CAP VALUE FUND 1464 13,396 24,033
    ASG GLOBAL ALTERNATIVES FUND CLASS Y 16,339 15,674
    BERKSHIRE HATHAWAY INC DEL CL B 3,797 9,492
    CAPITAL ONE FINANCIAL CORP 5,385 9,086
    CATERPILLAR INC 6,368 7,390
    CELANESE CORP 8,287 9,642
    CHEVRON CORP 12,006 13,055
    CISCO SYSTEMS INC    
    CME GROUP INC 8,153 7,095
    CONOCOPHILLIPS 6,150 14,145
    CVS CORP 2,683 7,462
    DANAHER CORP 4,246 9,211
    DEERE & CO 8,736 9,055
    DIAMOND HILL LONG-SHORT FUND CLASS I    
    DODGE & COX INTL STK FUND 17,912 26,563
    EATON CORP PLC 7,181 8,876
    EATON VANCE GLOBAL MACRO ABSOLUTE RE 15,363 15,203
    ELEMENTS ROGERS TOTAL RETURN 16,940 17,180
    ELL INTNL PROPERTY -I30 11,625 14,946
    EMC CORP MASS 3,156 6,322
    GILEAD SCIENCES INC 5,197 12,768
    HOME DEPOT INC 4,736 8,096
    HONEYWELL INTERNATIONAL INC 8,680 9,295
    INTEL CORP    
    JOHNSON & JOHNSON 4,955 12,450
    JP MORGAN CHASE & CO 4,671 5,935
    JP MORGAN MID CAP VALUE-I758 15,989 34,841
    LONGLEAF PARTNERS FUND 133 30,800 33,578
    MADISON MOSAIC INVESTORS FUND 399    
    MICROSOFT CORP 7,104 15,346
    MONSANTO CO NEW 11,082 12,474
    NATIONAL OILWELL VARCO INC COM 7,090 8,235
    NOVARTIS AG ADR 9,377 15,481
    OAKMARK INTLN FD 109 10,356 24,976
    OAKMARK INTL SMALL CAP FUND 12,534 23,128
    ORACLE CORPORATION 3,659 7,214
    PEPSICO INC 5,158 9,738
    PIMCO COMMODITY REAL RETURN STRATEGY    
    PROCTER & GAMBLE CO 8,575 12,181
    PUBLIC SVC ENTERPRISE GROUP INC 3,635 4,650
    ROBECO BOSTON PARTNERS LONG/SHORT RE 15,058 15,811
    ROSS STORES INC 2,645 3,042
    ROYCE PA. MUTUAL FUND-INV 260 9,687 18,533
    SCHLUMBERGER LTD 5,863 9,318
    STERICYCLE INC COM 3,140 6,750
    STRYKER CORP 4,241 7,167
    TARGET CORPORATION 2,874 5,563
    THERMO FISHER SCIENTIFIC INC 3,789 11,918
    TWEEDY BROWNE FD GLOBAL VALUE 1 18,951 26,204
    UNITED PARCEL SERVICE-CL B 7,613 7,700
    UNITED TECHNOLOGIES CORP 6,293 11,430
    VANGUARD EMERG MKTS STK INDEX 19,246 19,797
    VANGUARD INDEX TR REIT VIPER SHS 7,442 13,396
    VERIZON COMMUNICATIONS 7,158 7,340
    VISA INC CLASS A 1,674 4,846
    VODAFONE GROUP PLC NEW    
    WAL MART STORES INC 6,134 9,984
    WALT DISNEY CO 2,134 7,888

    TY 2013 OtherDecreasesSchedule
    Name:
    REHM FAMILY FOUNDATION
    EIN: 42-1464826
    Description Amount
    PRIOR PERIOD ADJUSTMENT 67


    TY 2013 OtherExpensesSchedule
    Name:
    REHM FAMILY FOUNDATION
    EIN: 42-1464826
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    INVESTMENT COUNSEL EXP 3 3    


    TY 2013 OtherIncomeSchedule2
    Name:
    REHM FAMILY FOUNDATION
    EIN: 42-1464826
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISCELLANEOUS INCOME 67 67 67


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    REHM FAMILY FOUNDATION
    EIN: 42-1464826
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADMINISTRATION FEES 7,840 7,840    


    TY 2013 TaxesSchedule
    Name:
    REHM FAMILY FOUNDATION
    EIN: 42-1464826
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 267 267    
    FEDERAL EXCISE TAX 584