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
ATWOOD FOUNDATION INC
 

Number and street (or P.O. box number if mail is not delivered to street address)301 WEST NORTHERN LIGHTS BLVD NO412Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ANCHORAGE, AK99503
A Employer identification number

92-6002571
B Telephone number (see instructions)

(907) 274-4900
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$31,467,181J 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) 20,770
2 Check bullet
3 Interest on savings and temporary cash investments 181 181  
4 Dividends and interest from securities...... 526,672 525,769  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,124,260
b Gross sales price for all assets on line 6a 4,386,040
7 Capital gain net income (from Part IV, line 2)... 1,619,436
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 462,843 -2,733  
12 Total. Add lines 1 through 11........ 2,134,726 2,142,653  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 11,700 0   11,700
15 Pension plans, employee benefits....... 1,479 0   1,479
16a Legal fees (attach schedule)......... Click to see attachment 8,935 0   8,585
b Accounting fees (attach schedule)....... Click to see attachment 19,257 15,406   3,851
c Other professional fees (attach schedule).... Click to see attachment 420,104 334,448   75,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 55,879 8,832   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 797 0  
20 Occupancy.............. 14,033 0   14,020
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 45,719 21,965   25,511
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 577,903 380,651   140,146
25 Contributions, gifts, grants paid........ 1,629,575 1,633,575
26 Total expenses and disbursements. Add lines 24 and 25 2,207,478 380,651   1,773,721
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -72,752
b Net investment income (if negative, enter -0-) 1,762,002
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............... 750    
2 Savings and temporary cash investments.......... 707,799 2,494,522 2,494,522
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............... 26,357    
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 7,101,597 Click to see attachment9,611,943 9,611,943
c Investments—corporate bonds (attach schedule)........ 20,392    
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 17,276,196 Click to see attachment19,328,323 19,328,323
14 Land, buildings, and equipment: basis bullet30,568
Less: accumulated depreciation (attach schedule) bullet14,732 1,398,758 Click to see attachment15,836 15,836
15 Other assets (describe bullet) Click to see attachment768,500 Click to see attachment16,557 Click to see attachment16,557
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 27,300,349 31,467,181 31,467,181
Liabilities 17 Accounts payable and accrued expenses.......... 9,465 30,600
18 Grants payable................... 4,000  
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).......... 13,465 30,600
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 27,286,884 31,436,581
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 27,286,884 31,436,581
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 27,300,349 31,467,181
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 27,286,884
2 Enter amount from Part I, line 27a..................... 2 -72,752
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 4,226,235
4 Add lines 1, 2, and 3.......................... 4 31,440,367
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 3,786
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 31,436,581
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 WELLS FARGO HARRIS 3700     2013-12-31
b WELLS FARGO CUSTODY 2600     2013-12-31
c OTHER D   2013-12-31
d ALTERNATIVE INVESTMENTS P   2013-12-31
e 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 1,412,156   899,756 512,400
b 35     35
c 1,866,848 331,952 2,198,800 0
d 1,096,559     1,096,559
e 10,442     10,442
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       512,400
b       35
c       0
d       1,096,559
e       10,442
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 1,619,436
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 1,028,852 24,295,246 0.042348
2011 1,275,894 22,490,524 0.056730
2010 1,102,727 21,694,066 0.050831
2009 1,112,642 18,851,906 0.059020
2008 1,439,392 25,682,562 0.056045
2 Total of line 1, column (d) ...................... 2 0.264974
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 0.052995
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 28,144,968
5 Multiply line 4 by line 3....................... 5 1,491,543
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 17,620
7 Add lines 5 and 6......................... 7 1,509,163
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,789,387
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 17,620
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 17,620
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 17,620
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 37,000
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 23,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 60,000
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 119
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 42,261
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet42,261 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)
    bulletAK
    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 addressbulletWWW.ATWOODFOUNDATION.ORG
    14
    The books are in care ofbulletLATASH INVESTMENTS Telephone no.bullet (907) 868-4032
    Located atbullet301 WEST NORTHERN LIGHTS BLVD 412ANCHORAGEAK ZIP+4bullet99503
    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
    EDWARD RASMUSON CHAIRMAN
    1.50     		0 0 0
    301 WEST NORTHERN LIGHTS BLVD 412
    ANCHORAGE,AK99503
    DAVID TOBIN VICE CHAIRMAN
    0.50     		0 0 0
    301 WEST NORTHERN LIGHTS BLVD 412
    ANCHORAGE,AK99503
    NANCY HARBOUR TREASURER
    1.50     		0 0 0
    301 WEST NORTHERN LIGHTS BLVD 412
    ANCHORAGE,AK99503
    IRA PERMAN SECRETARY
    0.50     		0 0 0
    301 WEST NORTHERN LIGHTS BLVD 412
    ANCHORAGE,AK99503
    GLORIA ALLEN DIRECTOR
    0.50     		0 0 0
    301 WEST NORTHERN LIGHTS BLVD 412
    ANCHORAGE,AK99503
    CAROLYN HEYMAN-LAYNE DIRECTOR
    0.50     		0 0 0
    301 WEST NORTHERN LIGHTS BLVD 412
    ANCHORAGE,AK99503
    MARIA DOWNEY DIRECTOR
    0.50     		0 0 0
    301 WEST NORTHERN LIGHTS BLVD 412
    ANCHORAGE,AK99503
    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
    LATASH INVESTMENTS INVESTMENT/GRANTS MANAGEMENT 197,468
    301 WEST NORTHERN LIGHTS BLVD 412
    ANCHORAGE,AK99503
    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
    1,407,248
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    17,620
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    17,620
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,389,628
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,389,628
    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
    1,389,628
    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 1,389,628
    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....... 160,778
    b From 2009....... 174,213
    c From 2010....... 31,527
    d From 2011....... 167,725
    e From 2012.......  
    fTotal of lines 3a through e......... 534,243
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 1,789,387
    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..... 1,389,628
    e Remaining amount distributed out of corpus 399,759
    5 Excess distributions carryover applied to 2013. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 934,002
    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) ...     		160,778
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		773,224
    10 Analysis of line 9:
    a Excess from 2009.... 174,213
    b Excess from 2010.... 31,527
    c Excess from 2011.... 167,725
    d Excess from 2012....  
    e Excess from 2013.... 399,759
    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 or e-mail address of the person to whom applications should be addressed:
    LATASH INC ATTN NATASHA VONIMHOF
    301 WEST NORTHERN LIGHTS BLVD 412
    ANCHORAGE,AK99503
    (907) 274-4900
    bThe form in which applications should be submitted and information and materials they should include:
    WRITTEN REQUEST STATING NEEDS
    cAny submission deadlines:
    DECEMBER 31 ANNUALLY
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    TAX-EXEMPT CHARITABLE ORGANIZATIONS, ALASKAN ORGANIZATIONS PREFERRED
    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
    AFFINITY FILMS INC
    PO BOX 91182
    ANCHORAGE,AK99509     		NONE PC EDUCATIONAL DOCUMENTARY 5,000
    ALASKA AIR SHOW ASSOCIATION
    PO BOX 6175
    JBER,AK99506     		NONE PC ARCTIC THUNDER PREPARATION 15,000
    ALASKA ASSOCIATION FOR HISTORIC PRESERVATION
    PO BOX 102205
    ANCHORAGE,AK99510     		NONE PC RESTORATION PROJECT OF NIKE SUMMIT 15,000
    ALASKA BOTANICAL GARDEN
    4601 CAMPBELL AIRSTRIP RD
    ANCHORAGE,AK99507     		NONE PC UPDATE GARDENS 15,000
    ALASKA CENTER FOR THE BLIND
    3903 TAFT DR
    ANCHORAGE,AK99517     		NONE PC FUNDRAISING CAPACITY BUILDING 2,500
    ALASKA CENTER FOR THE PERFORMING ARTS
    621 W 6TH AVE
    ANCHORAGE,AK99501     		NONE PC AIR FORCE BAND 75,000
    ALASKA COMMUNITY FOUNDATION
    3201 C ST STE 110
    ANCHORAGE,AK99503     		NONE PC PICK, CLICK AND GIVE 10,000
    ALASKA DANCE THEATRE
    550 EAST 33RD AVE
    ANCHORAGE,AK99503     		NONE PC DANCE COMPANY SUPPORT 15,000
    ALASKA JUNIOR THEATER
    329 F ST STE 204
    ANCHORAGE,AK99501     		NONE PC SCHOOL TRANSPORTATION FOR PERFORMANCES 40,000
    ALASKA MUSEUM OF NATURAL HISTORY
    201 N BRAGAW ST
    ANCHORAGE,AK99508     		NONE PC EDUCATION DIRECTOR 19,000
    ALASKA PACIFIC UNIVERSITY
    4101 UNIVERSITY DR
    ANCHORAGE,AK99508     		NONE PC SUPPORT MUSIC FESTIVALS 200,000
    ALASKA SCHOOL ACTIVITIES ASSOC
    4048 LAUREL ST STE 203
    ANCHORAGE,AK99507     		NONE PC SUPPORT ASAA ALL-STATE AND SOLO ENSEMBLE MUSIC 10,000
    ALASKA STRING CAMPS
    PO BOX 770057
    ANCHORAGE,AK99577     		NONE PC STRING CAMP FOR KIDS SUPPORT 1,500
    ALASKA THEATRE OF YOUTH
    601 W FIREWEED LN
    ANCHORAGE,AK99503     		NONE PC SUMMER THEATRE CAMP FOR KIDS 5,000
    ALASKA VETERANS MEMORIAL
    333 W 4TH AVE STE 227
    ANCHORAGE,AK99501     		NONE PC TECHNOLOGY UPGRADES 7,500
    ALEUTIAN PRIBILOF ISLANDS ASSOC
    1131 E INTERNATIONAL AIRPORT RD
    ANCHORAGE,AK99518     		NONE PC SPIRIT CAMP FOR ANCHORAGE NATIVE STUDENTS 7,500
    ANCHORAGE COMMUNITY THEATRE
    1133 E 70TH AVE
    ANCHORAGE,AK99518     		NONE PC OPERATIONAL SUPPORT 7,500
    ANCHORAGE CONCERT ASSOCIATION
    430 W 7TH AVE STE 200
    ANCHORAGE,AK99501     		NONE PC OPERATIONAL SUPPORT 30,000
    ANCHORAGE COMMUNITY CONCERT BAND
    PO BOX 140615
    ANCHORAGE,AK99514     		NONE PC OPERATIONAL SUPPORT 5,000
    ANCHORAGE LIBRARY FOUNDATION
    PO BOX 244714
    ANCHORAGE,AK99524     		NONE PC TEEN JOURNALISM PROGRAM 23,000
    ANCHORAGE MUSEUM ASSOC
    625 C ST
    ANCHORAGE,AK99501     		NONE PC EXHIBITS AND EDUCATIONAL PROGRAMMING 150,000
    ANCHORAGE OPERA SOCIETY
    1507 SPAR AVE
    ANCHORAGE,AK99501     		NONE PC OPERATIONAL SUPPORT 50,000
    ANCHORAGE PARK FOUNDATION
    715 L ST STE 200
    ANCHORAGE,AK99501     		NONE PC VETERANS MEMORIAL 15,000
    ANCHORAGE SYMPHONY
    400 D ST STE 230
    ANCHORAGE,AK99501     		NONE PC OPERATIONAL SUPPORT 50,000
    ARTS ON THE EDGE
    3955 WESTWOOD DR
    ANCHORAGE,AK99517     		NONE PC CONDUCTOR SALARY 6,000
    ASIAN ALASKAN CULTURAL CENTER
    PO BOX 243032
    ANCHORAGE,AK99524     		NONE PC ASIAN CULTURE NIGHT 10,000
    COVENANT HOUSE OF ALASKA
    PO BOX 100620
    ANCHORAGE,AK99510     		NONE PC MUSIC PROGRAM FOR TEENS 3,000
    CYRANO'S THEATER COMPANY
    413 D ST
    ANCHORAGE,AK99501     		NONE PC OPERATIONAL SUPPORT 15,000
    DIMOND HIGH SCHOOL
    2909 W 88TH AVE
    ANCHORAGE,AK99502     		NONE PC SUPPORT MULTI SCHOOL CHOIR PROGRAM 11,250
    GIRDWOOD CENTER FOR THE VISUAL ARTS
    PO BOX 678
    ANCHORAGE,AK99587     		NONE PC GALLERY OPERATIONAL SUPPORT 4,000
    GREAT ALASKA COUNCIL BOYS SCOUTS OF AMERICA
    3117 PATTERSON ST
    ANCHORAGE,AK99504     		NONE PC AFTER SCHOOL ARTS PROGRAM 10,000
    INSTITUTE OF THE NORTH
    1675 C ST STE 106
    ANCHORAGE,AK99501     		NONE PC ALASKA STUDIES COMPETITION 15,000
    MABEL T CAVERLY SENIOR CENTER
    325 E 3RD AVE
    ANCHORAGE,AK99501     		NONE PC FUEL FOR TRANSPORTATION 2,500
    OUT NORTH
    3800 DEBARR RD
    ANCHORAGE,AK99508     		NONE PC OPERATIONAL SUPPORT 3,000
    PERSEVERANCE THEATER
    914 THIRD ST
    ANCHORAGE,AK99824     		NONE PC OPERATIONAL SUPPORT 40,000
    RURAL CAP
    731 E 8TH AVE
    ANCHORAGE,AK99501     		NONE PC ART FOR THE KULIK MAYOR 4,000
    RUSSIAN AMERICAN COLONY SINGERS
    2882 KNIK AVE
    ANCHORAGE,AK99517     		NONE PC ALASKA WWII REMEMBERANCE DAY 6,825
    SALVATION ARMY
    PO BOX 3333
    ANCHORAGE,AK99835     		NONE PC KINGS LAKE MUSIC CAMP SCHOLARSHIPS 10,000
    SITKA SUMMER MUSIC FESTIVAL
    PO BOX 3333
    SITKA,AK99835     		NONE PC OPERATIONAL SUPPORT 10,000
    SPIRIT OF YOUTH
    PO BOX 243721
    ANCHORAGE,AK99524     		NONE PC ART AWARD FOR YOUTH 2,500
    UNIVERSITY OF ALASKA ANCHORAGE
    3211 PROVIDENCE DR
    ANCHORAGE,AK99508     		NONE PC ELAINE ATWOOD SCHOLARSHIP 10,000
    UNIVERSITY OF ALASKA FOUNDATION
    3211 PROVIDENCE DR
    ANCHORAGE,AK99508     		NONE PC JOURNALISM CHAIR 50,000
    UNIVERSITY OF ALASKA FOUNDATION
    3211 PROVIDENCE DR
    ANCHORAGE,AK99508     		NONE PC ENDOWMENT 200,000
    ANCHORAGE MUSEUM FOUNDATION
    625 C ST
    ANCHORAGE,AK99501     		NONE PC ADD TO ALASKAN ART COLLECTION ON DISPLAY 447,000
    Total .................................bullet 3a 1,633,575
    bApproved for future payment
    ALASKA DANCE THEATRE
    550 EAST 33RD AVE
    ANCHORAGE,AK99503     		NONE PC WINTER REPERTORY CONCERT 30,000
    ALASKA SCHOOLS ACTIVITIES ASSOCIATION
    4048 LAUREL ST STE 203
    ANCHORAGE,AK99503     		NONE PC SUPPORT ASAA ALL-STATE AND SOLO ENSEMBLE MUSIC 20,000
    ALASKA THEATRE OF YOUTH
    610 W FIREWEED LN
    ANCHORAGE,AK99503     		NONE PC PROGRAM SUPPORT, SCHOLARSHIPS 10,000
    ALEUTIAN PRIBILOF ISLANDS ASSOCIATION
    1131 E INTERNATIONAL AIRPORT RD
    ANCHORAGE,AK99518     		NONE PC FUND ALEUT CULTURE CAMP IN ANCHORAGE 5,000
    ARTS ON THE EDGE
    3955 WESTWOOD DR
    ANCHORAGE,AK99517     		NONE PC CONDUCTOR SALARY 12,000
    PERSEVERANCE THEATRE
    914 THIRD ST
    DOUGLAS,AK99824     		NONE PC OPERATIONAL SUPPORT 40,000
    UNIVERSITY OF ALASKA FOUNDATION
    3211 PROVIDENCE DR
    ANCHORAGE,AK99508     		NONE PC ENDOWMENT 1,200,000
    Total .................................bullet 3b 1,317,000
    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 ............     		    14 181  
    4 Dividends and interest from securities....     14 526,672  
    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.....     14 462,843  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 1,124,260  
    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 2,113,956 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    132,113,956
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2013
    Name of the organization
    ATWOOD FOUNDATION INC
     
    Employer identification number

    92-6002571
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 2
    Name of organization
    ATWOOD FOUNDATION INC
          		Employer identification number

    92-6002571
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    ATWOOD ESTATE  
    301 WEST NORTHERN LIGHTS BLVD 412
     
    ANCHORAGE, AK99503

    		$16,906


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 3
    Name of organization
    ATWOOD FOUNDATION INC
          		Employer identification number

    92-6002571
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    Name of organization
    ATWOOD FOUNDATION INC
          		Employer identification number

    92-6002571
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2013 AccountingFeesSchedule
    Name:
    ATWOOD FOUNDATION INC
    EIN: 92-6002571
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 19,257 15,406   3,851

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

    TY 2013 DepreciationSchedule
    Name:
    ATWOOD FOUNDATION INC
    EIN: 92-6002571
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    FURNITURE AND IMPROVEMENTS   30,568 14,732   0 % 0 0    

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    ATWOOD FOUNDATION INC
    EIN: 92-6002571
    Name of Stock End of Year Book Value End of Year Fair Market Value
    VARIOUS US EQUITY HOLDINGS 2,945,895 2,945,895
    HARRIS AND ASSOCIATES 5,893,234 5,893,234
    PRIMECAP ODYSSEY GROWTH FUND 543,096 543,096
    DODGE AND COX INTERNATIONAL 229,718 229,718

    TY 2013 InvestmentsOtherSchedule2
    Name:
    ATWOOD FOUNDATION INC
    EIN: 92-6002571
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    DENALI CAPITAL CLO IV LTD FMV 75,000 75,000
    FORT POINT CDO II LTD FMV 25 25
    HILLCREST CDO I LTD FMV 25 25
    PINNACLE POINT FUNDING LTD FMV 25 25
    SOLSTICE ABS CDO III FMV 625 625
    DARWIN VENTURE CAPITAL FUND OF FUNDS FMV 805,312 805,312
    DARWIN VENTURE CAPITAL FUND OF FUNDS II FMV 1,743,209 1,743,209
    ENCAP ENERGY CAPITAL FUND V LP FMV 69,763 69,763
    ENCAP ENERGY CAPITAL FUND VI LP FMV 154,230 154,230
    ENCAP ENERGY CAPITAL FUND VII LP FMV 298,736 298,736
    ENCAP ENERGY CAPITAL FUND VIII LP FMV 592,237 592,237
    ENCAP ENERGY CAPITAL FUND IX LP FMV 117,007 117,007
    ENCAP FLATROCK MIDSTREAM FUND II-C LP FMV 168,330 168,330
    GUGGENHEIM AVIATION PARTNERS II FMV 607,440 607,440
    LS POWER EQUITY PARTNERS I PIE LP FMV 117,228 117,228
    LS POWER EQUITY PARTNERS II PIE LP FMV 575,261 575,261
    MESA DEL OSO FMV 100 100
    NEW VERNON INDIA (CAYMAN) FUND II LP FMV 1,180,939 1,180,939
    PRECISION CAPITAL SPECIAL OPPORTUNITIES FUND II FMV 246,350 246,350
    PRECISION CAPITAL SPECIAL OPPORTUNITIES FUND III FMV 352,104 352,104
    PRECISION CAPITAL SPECIAL OPPORTUNITIES FUND IV FMV 386,870 386,870
    SWANSON RIVER FMV 125,213 125,213
    TEPPCO CRUDE OIL FMV 15,000 15,000
    TIERRA ANTIGUA FMV 100 100
    WICKS COMMUNICATIONS & MEDIA III FMV 238,778 238,778
    CARMEL PARTNERS INVESTMENT FUND I FMV 128,313 128,313
    CARMEL PARTNERS INVESTMENT FUND II FMV 346,558 346,558
    CARMEL PARTNERS INVESTMENT FUND III FMV 486,266 486,266
    CARMEL PARTNERS INVESTMENT FUND IV FMV 239,502 239,502
    CERBERUS INSTITUTIONAL REAL ESTATE (BLACKACRE) FMV 38,565 38,565
    CERBERUS INSTITUTIONAL REAL ESTATE II FMV 360,684 360,684
    CERBERUS INSTITUTIONAL REAL ESTATE III FMV 168,704 168,704
    GUGGENHEIM STRUCTURED REAL ESTATE III FMV 205,916 205,916
    SHORENSTEIN SRI VII REIT FMV 153,265 153,265
    SHORENSTEIN SRI VIII REIT FMV 256,372 256,372
    SHORENSTEIN SRI IX REIT FMV 393,286 393,286
    INTECH RISK MANAGED FMV 3,651,297 3,651,297
    PINNACLE EQUITY FUND FMV 734,905 734,905
    PINNACLE INTERNATIONAL FMV 2,272,202 2,272,202
    TCW WORLDWIDE OPPORTUNITY FUND FMV 1,922,581 1,922,581
    INVENTUS CAPITAL MANAGEMENT II FMV 100,000 100,000

    TY 2013 LandEtcSchedule2
    Name:
    ATWOOD FOUNDATION INC
    EIN: 92-6002571
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    FURNITURE AND IMPROVEMENTS 30,568 14,732 15,836 15,836


    TY 2013 LegalFeesSchedule
    Name:
    ATWOOD FOUNDATION INC
    EIN: 92-6002571
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 8,935 0   8,585


    TY 2013 OtherAssetsSchedule
    Name:
    ATWOOD FOUNDATION INC
    EIN: 92-6002571
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ART 768,500 14,610 14,610
    SECURITY DEPOSIT   1,947 1,947


    TY 2013 OtherDecreasesSchedule
    Name:
    ATWOOD FOUNDATION INC
    EIN: 92-6002571
    Description Amount
    PRIOR PERIOD ADJUSTMENT 3,786


    TY 2013 OtherExpensesSchedule
    Name:
    ATWOOD FOUNDATION INC
    EIN: 92-6002571
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSE 1,559 0   1,424
    INSURANCE 4,520 0   4,520
    BANK FEES 22,374 21,965   409
    REPAIRS AND MAINTENANCE 7,744 0   9,644
    DUES AND SUBSCRIPTIONS 1,107 0   1,099
    OTHER 8,415 0   8,415


    TY 2013 OtherIncomeSchedule2
    Name:
    ATWOOD FOUNDATION INC
    EIN: 92-6002571
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ALTERNATIVE INVESTMENTS 462,752 -2,824 462,752
    OTHER INCOME 91 91 91


    TY 2013 OtherIncreasesSchedule
    Name:
    ATWOOD FOUNDATION INC
    EIN: 92-6002571
    Description Amount
    UNREALIZED GAINS 4,226,235


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    ATWOOD FOUNDATION INC
    EIN: 92-6002571
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT 159,901 159,901   0
    GRANTS/OPERATIONS MANAGEMENT 81,250 0   75,000
    PASSTHROUGH INVESTMENT EXPENSES 178,953 174,547   0


    TY 2013 TaxesSchedule
    Name:
    ATWOOD FOUNDATION INC
    EIN: 92-6002571
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 55,500 0   0
    STATE TAX 379 0   0
    FOREIGN TAX 0 8,832   0