Form990-PF

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

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 128   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LANCASTER, PA176080128
A Employer identification number

23-6266377
B Telephone number (see instructions)

(717) 291-8607
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$42,624,479J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 639,304 639,304  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,365,290
b Gross sales price for all assets on line 6a 9,906,472
7 Capital gain net income (from Part IV, line 2)... 3,365,290
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 28,367 28,367  
12 Total. Add lines 1 through 11........ 4,032,961 4,032,961  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 2,625 0   2,625
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 198,692 153,215   45,477
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 24,557 12,548   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 2,103 0   2,103
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 6,886 761   6,125
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 234,863 166,524   56,330
25 Contributions, gifts, grants paid........ 2,145,455 2,145,455
26 Total expenses and disbursements. Add lines 24 and 25 2,380,318 166,524   2,201,785
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,652,643
b Net investment income (if negative, enter -0-) 3,866,437
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............... 4,084 4,384 4,384
2 Savings and temporary cash investments.......... 1,181,000 4,134,590 4,134,590
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........... 11,789 58,416 58,416
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 22,195,464 Click to see attachment20,437,224 36,519,890
c Investments—corporate bonds (attach schedule)........ 1,041,147 Click to see attachment1,457,251 1,434,699
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 217,718 Click to see attachment214,722 472,500
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) 24,651,202 26,306,587 42,624,479
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 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......... 44,258,481 47,624,290
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds -19,607,279 -21,317,703
30 Total net assets or fund balances (see page 17 of the
instructions).................... 24,651,202 26,306,587
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 24,651,202 26,306,587
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 24,651,202
2 Enter amount from Part I, line 27a..................... 2 1,652,643
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 2,840
4 Add lines 1, 2, and 3.......................... 4 26,306,685
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 98
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 26,306,587
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 BNY MELLON - 108425Y4139 P   2013-12-31
b BNY MELLON - 108425Y4139 P   2013-12-31
c CAPITAL GAINS DIVIDENDS P    
d
e
(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 147,119   163,672 -16,553
b 9,751,249   6,377,510 3,373,739
c 8,104     8,104
d
e
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       -16,553
b       3,373,739
c       8,104
d
e
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 3,365,290
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 1,918,098 31,115,996 0.061643
2011 1,682,416 30,260,067 0.055599
2010 3,493,704 29,461,032 0.118587
2009 2,471,191 26,586,367 0.092950
2008 1,932,734 33,973,246 0.056890
2 Total of line 1, column (d) ...................... 2 0.385669
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 0.077134
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 37,325,153
5 Multiply line 4 by line 3....................... 5 2,879,038
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 38,664
7 Add lines 5 and 6......................... 7 2,917,702
8 Enter qualifying distributions from Part XII, line 4.............. 8 2,201,785
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 77,329
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 77,329
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 77,329
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 58,416
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 20,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 78,416
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 9
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 1,078
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet1,078 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
 
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)
    bulletPA
    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 ofbulletITS OFFICERS Telephone no.bullet (717) 291-8607
    Located atbullet8 W KING STLANCASTERPA ZIP+4bullet17608
    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
    Yes
     
    .........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). Click to see attachment
    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
    MS BEVERLY R STEINMAN CHAIRMAN & TRUSTEE
    0.10     		0 0 0
    PO BOX 128
    LANCASTER,PA176080128
    MR ROBERT M KRASNE VICE CHAIRMAN & TRUSTEE (EFF. 6/13)
    0.10     		0 0 0
    PO BOX 128
    LANCASTER,PA176080128
    MR DENNIS A GETZ SECRETARY & TRUSTEE (TERM ENDED 6/13)
    0.10     		0 0 0
    PO BOX 128
    LANCASTER,PA176080128
    MR WESLEY S LEWIS SECRETARY & TRUSTEE (TERM BEGAN 6/13)
    0.10     		0 0 0
    PO BOX 128
    LANCASTER,PA176080128
    MS CAROLINE N HILL ASSISTANT SECRETARY & TRUSTEE
    0.10     		0 0 0
    PO BOX 128
    LANCASTER,PA176080128
    MR WILLIS W SHENK TREASURER & TRUSTEE
    0.10     		0 0 0
    PO BOX 128
    LANCASTER,PA176080128
    MR HALE A KRASNE ASSISTANT TREASURER & TRUSTEE
    0.10     		0 0 0
    PO BOX 128
    LANCASTER,PA176080128
    MR SHANE D ZIMMERMAN EXEC. DIR. & TRUSTEE (TERM BEGAN 6/13)
    0.10     		0 0 0
    PO BOX 128
    LANCASTER,PA176080128
    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
    DOUGLAS C LANE & ASSOCIATES INVESTMENT ADVISORY 138,518
    777 THIRD AVENUE 38TH FL
    NEW YORK,NY10017
    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
    1,866,258
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    77,329
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    77,329
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,788,929
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,788,929
    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
    1,788,929
    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 1,788,929
    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....... 217,962
    b From 2009....... 1,156,413
    c From 2010....... 2,040,538
    d From 2011....... 180,937
    e From 2012....... 374,189
    fTotal of lines 3a through e......... 3,970,039
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 2,201,785
    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..... 1,788,929
    e Remaining amount distributed out of corpus 412,856
    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 4,382,895
    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) ...     		217,962
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		4,164,933
    10 Analysis of line 9:
    a Excess from 2009.... 1,156,413
    b Excess from 2010.... 2,040,538
    c Excess from 2011.... 180,937
    d Excess from 2012.... 374,189
    e Excess from 2013.... 412,856
    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:
    M STEVEN WEAVER ADMINISTRATOR SCHOL
    8 WEST KING STREET
    LANCASTER,PA17603
    (717) 291-8676
    bThe form in which applications should be submitted and information and materials they should include:
    SCHOLARSHIP APPLICATION FORMS FURNISHED UPON REQUEST
    cAny submission deadlines:
    FEBRUARY 28 OF SENIOR YEAR OF STUDENT APPLICANT
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GRANTS RESTRICTED TO NEWSPAPER CARRIERS AND EMPLOYEES' CHILDREN
    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
    ARC OF LANCASTER COUNTY
    630 JANET AVE
    LANCASTER,PA17601     		  PC OPERATIONS 1,000
    BOY SCOUTS OF AMERICA-LANCASTER
    630 JANET AVE STE B-114
    LANCASTER,PA17601     		  PC OPERATIONS 1,000
    BOY SCOUTS OF AMERICA-LANCASTER
    630 JANET AVE STE B-114
    LANCASTER,PA17601     		  PC 2013 SCOUTREACH BREAKFAST 1,000
    BOYS AND GIRLS CLUB OF LANCASTER
    116 S WATER ST
    LANCASTER,PA17603     		  PC 2013 SUMMER CAMP 20,000
    BOYS AND GIRLS CLUB OF LANCASTER
    116 S WATER ST
    LANCASTER,PA17603     		  PC OPERATIONS 25,000
    BRIDGE OF HOPE
    822 MARIETTA AVE
    LANCASTER,PA17603     		  PC OPERATIONS 5,000
    BRIGHT SIDE OPPORTUNITIES CORPORATION
    215 S QUEEN ST
    LANCASTER,PA17603     		  PC 2013 SUMMER FEST 1,250
    CASA
    1905 OLD PHILADELPHIA PIKE
    LANCASTER,PA17602     		  PC OPERATIONS 5,000
    CHESAPEAKE BAY FOUNDATION-PENNSYLVANIA
    614 N FRONT ST STE G
    HARRISBURG,PA17101     		  PC OPERATIONS 5,000
    CHILDREN DESERVE A CHANCE FOUNDATION
    16 WEST KING STREET
    LANCASTER,PA17603     		  PC INTERNSHIPS - TUTORS 7,500
    CHURCH FARM SCHOOL-LANCASTER
    1001 E LINCOLN HWY
    EXTON,PA19341     		  PC OPERATIONS 1,500
    CLARE HOUSE LANCASTER
    342 E CHESTNUT ST 344
    LANCASTER,PA17602     		  PC OPERATIONS 5,000
    COBY'S FAMILY SERVICES LANCASTER
    134 E KING ST
    LANCASTER,PA17603     		  PC OPERATIONS 2,000
    COMMUNITY FIRST FUND LANCASTER
    30 W ORANGE ST
    LANCASTER,PA17603     		  PC CAPITAL LOAN EXPANSION 25,000
    CONGREGATION SHAARAI SHOMAYIM
    75 E JAMES ST
    LANCASTER,PA17602     		  PC CAMP JUMPSTART LANCASTER 2,500
    CONTACT LANCASTER HELPLINE
    601 S QUEEN ST
    LANCASTER,PA17608     		  PC OPERATIONS 2,500
    CRISPUS ATTUCKS COMMUNITY CENTER-LANCASTER
    407 HOWARD AVE
    LANCASTER,PA17602     		  PC OPERATIONS 5,000
    DEMUTH FOUNDATION-LANCASTER
    120 E KING ST
    LANCASTER,PA17602     		  PC OPERATIONS 2,500
    CONESTOGA HOUSE FOUNDATION
    8 W KING ST
    LANCASTER,PA17608     		  POF OPERATIONS 574,915
    CRIME STOPPERS
    PO BOX 7475
    LANCASTER,PA17604     		  PC OPERATIONS 5,000
    DOLLARS FOR SCHOLARS-LANCASTER
    PO BOX 1601
    LANCASTER,PA17608     		  PC OPERATIONS 1,000
    EPHRATA COMMUNITY HOSPITAL
    169 MARTIN AVE
    EPHRATA,PA17522     		  PC CAPITAL CAMPAIGN 25,000
    FOUNDATION OF THE LANCASTER CHAMBER-LEADERSHIP LANCASTER
    100 S QUEEN ST
    LANCASTER,PA17608     		  PC BOARD LEADERSHIP ACADEMY 5,000
    FRANKLIN AND MARSHALL COLLEGE
    628 COLLEGE AVE
    LANCASTER,PA17603     		  PC F&M WORKS IN LANCASTER 50,000
    FULTON OPERA HOUSE
    12 N PRINCE ST
    LANCASTER,PA17603     		  PC OPERATIONS 1,500
    HARRISBURG AREA COMMUNITY COLLEGE
    ONE HACC DRIVE
    HARRISBURG,PA17110     		  PC SCHOLARSHIP FUND 15,000
    HDC - HOUSING DEVELOPMENT CORPORATION
    4-6 W KING ST
    LANCASTER,PA17603     		  PC CAPITAL CAMPAIGN 12,500
    HEALTH EDUCATION CENTER
    143 E LEMON ST
    LANCASTER,PA17602     		  PC OPERATIONS 10,000
    HEAR INC (HALFWAY ENVIRONMENT FOR ALCOHOLICS RECOVERING INC)
    649 E MAIN ST
    LITITZ,PA17543     		  PC OPERATIONS 2,500
    HISTORIC PRESERVATION TRUST OF LANCASTER COUNTY
    123 N PRINCE ST
    LANCASTER,PA17603     		  PC HISTORIC SITE PROJECT 30,000
    HISTORIC PRESERVATION TRUST OF LANCASTER COUNTY
    123 N PRINCE ST
    LANCASTER,PA17603     		  PC OPERATIONS 2,500
    HISTORIC PRESERVATION TRUST OF LANCASTER COUNTY
    123 N PRINCE ST
    LANCASTER,PA17603     		  PC RECORD DIGITIZATION 5,000
    HOPE WITHIN COMMUNITY HEALTH CENTER
    4748 E HARRISBURG PIKE
    ELIZABETHTOWN,PA17022     		  PC OPERATIONS 5,000
    HOSPICE-LANCASTER
    685 GOOD DR
    LANCASTER,PA17601     		  PC OPERATIONS 1,000
    HOSPICE-LANCASTER
    685 GOOD DR
    LANCASTER,PA17601     		  PC CAPITAL CAMPAIGN 60,000
    JAMES STREET IMPROVEMENT DISTRICT
    354 N PRINCE STREET
    LANCASTER,PA17603     		  PC OPERATIONS 19,500
    JANUS SCHOOL
    205 LEFEVER RD
    LANCASTER,PA17552     		  PC CAPITAL CAMPAIGN 100,000
    JUNIOR ACHIEVEMENT-LANCASTER
    1322 LOOP RD
    LANCASTER,PA17601     		  PC OPERATIONS 3,000
    KEYSTONE ART AND CULTURE CENTER-LANCASTER
    420 PEARL ST
    LANCASTER,PA17603     		  PC OPERATIONS 15,000
    KEYSTONE ART AND CULTURE CENTER-LANCASTER
    420 PEARL ST
    LANCASTER,PA17603     		  PC PROGRAM AND STAFF EXPANSION 20,000
    LANCASTER BIBLE COLLEGE
    901 EDEN RD
    LANCASTER,PA17601     		  PC BUILDING CAMPAIGN 25,000
    LANCASTER CLEFT PALATE CLINIC
    223 N LIME ST
    LANCASTER,PA17603     		  PC OPERATIONS 2,000
    LANCASTER CLEFT PALATE CLINIC
    223 N LIME ST
    LANCASTER,PA17603     		  PC COMPREHENSIVE TREATMENT OF PATIENTS 15,000
    LANCASTER COUNTY CONSERVANCY
    117 S W END AVE
    LANCASTER,PA17608     		  PC OPERATIONS 7,500
    LANCASTERHISTORYORG
    230 N PRESIDENT ST
    LANCASTER,PA17603     		  PC CAMPUS OF HISTORY 50,000
    LANCASTERHISTORYORG
    230 N PRESIDENT ST
    LANCASTER,PA17603     		  PC HERITAGE CENTER COLLECTION 50,000
    LANCASTER FARMLAND TRUST
    125 LANCASTER AVE
    STRASBURG,PA17579     		  PC OPERATIONS 25,000
    LANCASTER GENERAL HOSPITAL
    555 N DUKE ST
    LANCASTER,PA17602     		  PC CANCER CENTER 100,000
    LANCASTER MORAVIAN CHURCH
    1460 EDEN RD
    LANCASTER,PA17601     		  PC OPERATIONS 1,000
    LANCASTER MUSEUM OF ART
    135 N LIME ST
    LANCASTER,PA17602     		  PC OPERATIONS 1,000
    LANCASTER PARTNERSHIP PROGRAM-MILLERSVILLE UNIVERSITY
    1 S GEORGE ST
    MILLERSVILLE,PA17551     		  PC OPERATIONS 15,000
    LANCASTER PUBLIC LIBRARY
    125 N DUKE ST
    LANCASTER,PA17602     		  PC OPERATIONS 2,500
    LANCASTER SCIENCE FACTORY
    454 NEW HOLLAND AVENUE
    LANCASTER,PA17602     		  PC OPERATIONS 5,000
    LANCASTER SUMMER ARTS FESTIVAL
    PO BOX 7514
    LANCASTER,PA17604     		  PC 2013 SUMMER ARTS FESTIVAL 5,000
    LANCASTER SYMPHONY ORCHESTRA
    226 N ARCH ST
    LANCASTER,PA17608     		  PC OPERATIONS 1,750
    LEADS-LANCASTERS ECONOMIC ACTION FOR DOWNTOWN'S SUCCESS
    53 DUKE ST
    LANCASTER,PA17602     		  PC OPERATIONS 1,040
    LINDEN HALL SCHOOL FOR GIRLS-LITITZ
    212 E MAIN ST
    LITITZ,PA17543     		  PC OPERATIONS 2,000
    LONGS PARK AMPHITHEATER FOUNDATION
    630 JANET AVE
    LANCASTER,PA17608     		  PC PATRIOTIC CONCERT 2,000
    VIRGINIA TECH FOUNDATION - MARION DUPONT SCOTT EQUINE MEDICAL CENTER
    PO BOX 1938
    LEESBURG,VA20177     		  PC COMPUTED TOMOGRAPHY CT UNIT 285,000
    MARTIN LUTHER KING SCHOLARSHIP FUND
    1641 OLD PHILADELPHIA PIKE
    LANCASTER,PA17602     		  PC SCHOLARSHIP FUND 2,000
    MENNONITE HISTORICAL SOCIETY-HANS HERR HOUSE
    2215 MILLSTREAM RD
    LANCASTER,PA17602     		  PC OPERATIONS 1,000
    MILAGRO HOUSE-LANCASTER
    320 S CHRISTIAN ST
    LANCASTER,PA17602     		  PC OPERATIONS 7,500
    MOM'S HOUSE-LANCASTER
    415 S QUEEN ST
    LANCASTER,PA17603     		  PC OPERATIONS 3,500
    OCTORARO WATERSHED ASSOCIATION
    517 PINE GROVE RD
    NOTTINGHAM,PA19362     		  PC OPERATIONS 2,000
    PALCO
    480 NEW HOLLAND AVE
    LANCASTER,PA17602     		  PC OPERATIONS 15,000
    PENNSYLVANIA COLLEGE OF ART AND DESIGN-LANCASTER
    204 N PRINCE STREET
    LANCASTER,PA17603     		  PC REMARQUE CIRCLE CAMPAIGN 20,000
    PHILHAVEN HOSPITAL
    283 SOUTH BUTLER RD
    MT GRETNA,PA17064     		  PC OPERATIONS 1,000
    PLANNED PARENTHOOD OF NORTHEAST AND MID-PENN
    31 S LIME ST
    LANCASTER,PA17602     		  PC OPERATIONS 1,500
    PROJECT FORWARD LEAP-MILLERSVILLE UNIVERSITY
    PHILOSOPHY DEPT
    MILLERSVILLE,PA17551     		  PC OPERATIONS 10,000
    ROCK FORD FOUNDATION
    881 ROCKFORD RD
    LANCASTER,PA17602     		  PC EVENTS 5,000
    ROCK FORD FOUNDATION
    881 ROCKFORD RD
    LANCASTER,PA17602     		  PC OPERATIONS 1,000
    S JUNE SMITH FOUNDATION-LANCASTER
    600 EDEN RD 1
    LANCASTER,PA17601     		  PC OPERATIONS 2,500
    SCHREIBER PEDIATRIC REHAB CENTER
    625 COMMUNITY WAY
    LANCASTER,PA17603     		  PC OPERATIONS 12,500
    SOUTHEAST LANCASTER HEALTH SERVICES
    625 S DUKE STREET
    LANCASTER,PA17602     		  PC COMPUTER UPGRADES 20,000
    SPANISH AMERICAN CIVIC ASSOCIATION-LANCASTER
    545 PERSHING AVE
    LANCASTER,PA17602     		  PC TEC CENTRO-TRAINING EQUIPMENT 65,000
    SPANISH AMERICAN CIVIC ASSOCIATION-LANCASTER
    545 PERSHING AVE
    LANCASTER,PA17602     		  PC OPERATIONS 1,000
    SPINA BIFIDA ASSOCIATION-LANCASTER
    209 EAST STATE STREET SUITE B
    QUARRYVILLE,PA17566     		  PC OPERATIONS 1,000
    ST JAMES EPISCOPAL CHURCH
    119 N DUKE ST
    LANCASTER,PA17602     		  PC CAPITAL CAMPAIGN 50,000
    ST JAMES EPISCOPAL CHURCH
    119 N DUKE ST
    LANCASTER,PA17602     		  PC OPERATIONS 5,000
    SUSQUEHANNA ASSOC FOR THE BLIND & VISION IMPAIRED-LANCASTER
    244 N QUEEN ST
    LANCASTER,PA17603     		  PC OPERATIONS 1,500
    TABOR COMMUNITY SERVICES-LANCASTER
    308 E KING ST 1
    LANCASTER,PA17602     		  PC CREDIT COUNSELING SERVICES PROGRAM 5,000
    THADDEUS STEVENS FOUNDATION
    750 E KING ST
    LANCASTER,PA17602     		  PC MY FUTURE CAREER VIDEO PROGRAM 15,000
    UNITED DISABILITIES SERVICES-LANCASTER
    1901 OLDE HOMESTEAD LN
    LANCASTER,PA17601     		  PC OPERATIONS 3,000
    UNITED WAY OF LANCASTER COUNTY
    630 JANET AVE
    LANCASTER,PA17601     		  PC OPERATIONS 75,000
    WOODWARD HILL CEMETERY
    624 S QUEEN ST
    LANCASTER,PA17601     		  NC CAPITAL CAMPAIGN 75,000
    YMCA OF LANCASTER
    572 N QUEEN ST
    LANCASTER,PA17603     		  PC ANNUAL CAMPAIGN FOR YOUTH 5,000
    LENA FERGUSON CO BRYN MAWR COLLEGE
    101 N MERION AVE
    BRYN MAWR,PA190102899     		N/A NC SCHOLARSHIP 2,500
    ALANA FISCHER CO UNIVERSITY OF PITTSBURGH
    4227 FIFTH AVE
    PITTSBURGH,PA15260     		N/A NC SCHOLARSHIP 5,000
    REBECCA GERTH CO UNIVERSITY OF PITTSBURGH
    4227 FIFTH AVE
    PITTSBURGH,PA15260     		N/A NC SCHOLARSHIP 2,500
    PATRICK MCMINN CO VIRGINIA TECH
    150 STUDENT SERVICES BLDG
    BLACKSBURG,VA24061     		N/A NC SCHOLARSHIP 5,000
    DAYNA MCROBERTS CO UNIVERSITY OF VERMONT
    85 S PROSPECT STR
    BURLINGTON,VT05405     		N/A NC SCHOLARSHIP 5,000
    JACQUELINE SHEAFFER CO ST JOSEPH UNIVERSITY
    5600 CITY AVE
    PHILADELPHIA,PA19131     		N/A NC SCHOLARSHIP 2,500
    LEVI SMUCKER CO GOSHEN COLLEGE
    1700 S MAIN ST
    GOSHEN,IN46526     		N/A NC SCHOLARSHIP 2,500
    DYLAN VITAL CO MILLERSVILLE UNIVERSITY
    PO BOX 1002
    MILLERSVILLE,PA175510302     		N/A NC SCHOLARSHIP 5,000
    JEREMY VITAL CO DREXEL UNIVERSITY
    3141 CHESTNUT ST
    PHILADELPHIA,PA19104     		N/A NC SCHOLARSHIP 5,000
    KATHRYN WHITING CO GROVE CITY COLLEGE
    100 CAMPUS DRIVE
    GROVE CITY,PA16127     		N/A NC SCHOLARSHIP 2,500
    SARAH FERGUSON CO RHODES COLLEGE
    2000 N PARKWAY
    MEMPHIS,TN38112     		N/A NC SCHOLARSHIP 5,000
    AMANDA LAM CO THE GEORGE WASHINGTON UNIVERSITY
    800 21ST STR NORTHWEST
    WASHINGTON,DC20052     		N/A NC SCHOLARSHIP 5,000
    ANTHONY CROGNALE CO PENN STATE UNIVERSITY
    109 SHIELDS BUILDING
    UNIVERSITY PARK,PA16802     		N/A NC SCHOLARSHIP 5,000
    RACHEL DERN CO WEST VIRGINIA UNIVERSITY
    PO BOX 6410
    MORGANTOWN,WV26506     		N/A NC SCHOLARSHIP 2,500
    ZOE BUCKWALTER CO TEMPLE UNIVERSITY
    1803 N BROAD STREET
    PHILADELPHIA,PA19122     		N/A NC SCHOLARSHIP 2,500
    ERIKA ORTEGA CO PHILADELPHIA UNIVERSITY
    SCHOOL LN HENRY AVE
    PHILADELPHIA,PA191445497     		N/A NC SCHOLARSHIP 2,500
    CHRISTINA WEIDEL CO BELMONT UNIVERSITY
    1900 BELMONT BLVD
    NASHVILLE,TN37212     		N/A NC SCHOLARSHIP 2,500
    Total .................................bullet 3a 2,145,455
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....     14 639,304  
    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 28,367  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 3,365,290  
    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 4,032,961 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    134,032,961
    (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)
    Yes
     
    (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
    1a(1) 75,000 WOODWARD HILL CEMETERY GRANT PAYMENTS MADE TO 501(C)(13) ORGANIZATION PURSUANT TO EXPENDITURE RESPONSIBILITY AGREEMENT
    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

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

    TY 2013 ExpenditureResponsibilityStmt
    Name:
    THE JAMES HALE STEINMAN FOUNDATION
    EIN: 23-6266377
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    WOODWARD HILL CEMETERY
          		PO BOX 7989
    LANCASTER,PA17604     		2013-02-12 75,000 HONOR, BEATIFY, SECURE AND SUSTAIN THE CEMETERY 75,000 NO MAY 12, 2014   REVIEW OF COMPILED FINANCIAL STATEMENTS FOUND THAT THERE WAS NO APPARENT DIVERSION OF ASSETS BY THE GRANTEE AND THE ANNUAL REPORT OF GRANT FUNDS REPORTED THAT THE DONATED FUNDS WERE USED FOR THEIR INTENDED PURPOSE. SPECIFICALLY IN 2013, DONATED FUNDS WERE USED IN PART TO BUILD THE CEMETERY'S PRESIDENTIAL MEMORIAL GARDEN, INSTALL FENCING, REPAVE ROADWAYS AND PURCHASE ADDITIONAL LIGHTING AND SECURITY CAMERAS.

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    THE JAMES HALE STEINMAN FOUNDATION
    EIN: 23-6266377
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BNY MELLON 1,457,251 1,434,699

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    THE JAMES HALE STEINMAN FOUNDATION
    EIN: 23-6266377
    Name of Stock End of Year Book Value End of Year Fair Market Value
    BNY MELLON 20,437,224 36,519,890

    TY 2013 InvestmentsOtherSchedule2
    Name:
    THE JAMES HALE STEINMAN FOUNDATION
    EIN: 23-6266377
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BLACKSTONE GROUP, L.P. AT COST 214,722 472,500

    TY 2013 LegalFeesSchedule
    Name:
    THE JAMES HALE STEINMAN FOUNDATION
    EIN: 23-6266377
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 2,625 0   2,625


    TY 2013 OtherDecreasesSchedule
    Name:
    THE JAMES HALE STEINMAN FOUNDATION
    EIN: 23-6266377
    Description Amount
    TIMING DIFFERENCE 98


    TY 2013 OtherExpensesSchedule
    Name:
    THE JAMES HALE STEINMAN FOUNDATION
    EIN: 23-6266377
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PA FILING FEE 15 0   15
    SOFTWARE AND DOMAIN FEES 4,672 0   4,672
    TRUSTEE FEES 943 0   943
    BANK FEES 761 761   0
    MEMBERSHIP DUES 238 0   238
    OFFICE SUPPLIES 257 0   257


    TY 2013 OtherIncomeSchedule2
    Name:
    THE JAMES HALE STEINMAN FOUNDATION
    EIN: 23-6266377
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    CLASS ACTION SETTLEMENTS - BNY 8,623 8,623 8,623
    BLACKSTONE GROUP L.P. 14,704 14,704 14,704
    ACCRETION OF DISCOUNT 5,040 5,040 5,040


    TY 2013 OtherIncreasesSchedule
    Name:
    THE JAMES HALE STEINMAN FOUNDATION
    EIN: 23-6266377
    Description Amount
    PRIOR PERIOD ADJUSTMENT 2,840


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    THE JAMES HALE STEINMAN FOUNDATION
    EIN: 23-6266377
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT COUNSEL FEES 138,518 138,518   0
    BNY MELLON CUSTODIAL FEES 14,697 14,697   0
    MANAGEMENT FEE 45,477 0   45,477


    TY 2013 TaxesSchedule
    Name:
    THE JAMES HALE STEINMAN FOUNDATION
    EIN: 23-6266377
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES - BNY 12,548 12,548   0
    PRIOR YEAR EXCISE TAX 11,891 0   0
    PRIOR YEAR EXTENSION PYMT 118 0   0