Form990-PF
Click to see attachment

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
ESSE QUAM VIDERI FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)1223 W CHAVEZ DRIVE   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SOUTH JORDAN, UT84095
A Employer identification number

87-0570969
B Telephone number (see instructions)

(801) 254-9781
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,022,249J 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 3,821 3,821  
4 Dividends and interest from securities...... 14,813 14,813  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 89,691
b Gross sales price for all assets on line 6a 492,583
7 Capital gain net income (from Part IV, line 2)... 89,691
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).......      
12 Total. Add lines 1 through 11........ 108,325 108,325  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 20,250 20,250    
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 4,305 4,305    
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 396 396    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 19,150 18,890    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 44,101 43,841   0
25 Contributions, gifts, grants paid........ 72,145 72,145
26 Total expenses and disbursements. Add lines 24 and 25 116,246 43,841   72,145
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -7,921
b Net investment income (if negative, enter -0-) 64,484
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............... -1,631 -3,821 -3,821
2 Savings and temporary cash investments.......... 70,602 70,357 70,357
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 88,394 Click to see attachment91,578 91,885
b Investments—corporate stock (attach schedule)........ 619,417 Click to see attachment605,680 775,419
c Investments—corporate bonds (attach schedule)........ 71,931 Click to see attachment74,016 77,074
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 4,348 Click to see attachment7,330 11,335
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) 853,061 845,140 1,022,249
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 853,061 845,140
30 Total net assets or fund balances (see page 17 of the
instructions).................... 853,061 845,140
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 853,061 845,140
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)............... 1 853,061
2 Enter amount from Part I, line 27a..................... 2 -7,921
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 845,140
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 845,140
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 RBC CAPITAL MARKETS - S/T COVERED P 2013-01-01 2013-01-01
b RBC CAPITAL MARKETS - L/T COVERED P 2000-01-01 2013-01-01
c 33 SHS JB HUNT TRANSPORT SVCS INC P 2010-10-06 2013-03-14
d 12 SHS JB HUNT TRANSPORT SVCS INC P 2010-10-06 2013-03-22
e 17 SHS PRAXAIR INC P 2010-12-20 2013-04-12
3 SHS UNITED PARCEL SVC INC CL B P 2010-06-21 2013-02-01
17 SHS UNITED PARCEL SVC INC CL B P 2010-08-24 2013-02-01
RBC CAPITAL MARKETS - S/T COVERED P 2013-01-01 2013-01-01
RBC CAPITAL MARKETS - L/T COVERED P 2000-01-01 2013-01-01
15 SHS ANADARKO PETROLEUM CORP P 2010-06-23 2013-10-25
104 SHS DOW CHEMICAL CO P 2000-01-01 2013-01-01
29 SHS INTEL CORP P 2000-01-01 2013-01-01
21 SHS JPMORGAN CHASE & CO P 2009-05-15 2013-03-19
50 SHS MERCK & CO INC P 2000-01-01 2013-03-06
33 SHS TEVA PHARMACEUTICAL INDUSTRIES LTD ADR P 2000-01-01 2013-04-26
70 SHS WELLS FARGO & CO P 2000-01-01 2013-11-12
27.667 SHS ALLEGION PUBLIC LIMITED CO P 2000-01-01 2013-01-01
2,000 SHS AMERICAN INTL GROUP P 2011-09-08 2013-12-20
60 SHS ANGLOGOLD ASHANTI LTD SPONS ADR P 2010-12-01 2013-11-14
34 SHS AON PLC P 2010-12-01 2013-01-01
60 SHS APACHE CORP P 2009-05-18 2013-01-01
56 SHS BARRICK GOLD CORP P 2010-12-01 2013-04-10
386 SHS CA INC P 2010-12-01 2013-01-01
137 SHS CANADIAN NATURAL RESOURCES LTD P 2010-06-21 2013-01-01
76 SHS CITIGROUP INC COM P 2010-12-01 2013-01-01
2,000 SHS CNA FINL CORP P 2010-12-01 2013-12-20
54 SHS EMC CORP-MASS P 2000-01-01 2013-01-01
102 SHS GENERAL MOTORS COMPANY P 2010-12-01 2013-01-01
12 SHS GOLDMAN SACHS GROUP INC P 2010-12-01 2013-01-01
63 SHS HALLIBURTON COMPANY P 2010-12-01 2013-01-25
169 SHS HARTFORD FINANCIAL SVCS GROUP INC P 2010-12-01 2013-01-01
5,000 HEWLETT PACKARD CO P 2011-09-14 2013-01-02
28 SHS INGERSOLL RAND PLC P 2000-01-01 2013-01-01
49 SHS JPMORGAN CHASE & CO P 2010-12-01 2013-01-01
136 SHS LINCOLN NATIONAL CORP-IND P 2010-12-01 2013-01-01
44 SHS LOEWS CORPORATION P 2010-12-01 2013-01-01
124 SHS MERCK & CO INC P 2010-12-01 2013-01-01
137 SHS METLIFE INC P 2010-12-01 2013-01-01
36 SHS MICROSOFT CORP P 2000-01-01 2013-11-14
26 SHS NOBLE ENERGY INC P 2010-12-01 2013-01-01
60 SHS NRG ENERGY INC P 2010-12-01 2013-01-01
37 SHS OCCIDENTAL PETE CORP P 2010-01-29 2013-01-01
71 SHS PFIZER INC P 2010-12-01 2013-11-14
6 SHS PHILIP MORRIS INTL INC P 2010-12-01 2013-12-20
171 SHS PITNEY BOWES INC P 2010-12-01 2013-01-01
50 SHS RAYTHEON CO COM P 2010-12-01 2013-01-01
159 SHS SANOFI SPONS ADR P 2010-12-01 2013-01-01
188 SHS TALISMAN ENERGY INC P 2010-12-01 2013-01-01
57 SHS TIME WARNER INC P 2010-12-01 2013-01-01
14 SHS UNION PACIFIC CORP P 2009-05-18 2013-05-10
4,000 UNITED STATES TREASURY NOTE P 2000-01-01 2013-12-20
216 SHS UNUM GROUP P 2010-12-01 2013-01-01
104 SHS VIACOM INC P 2010-12-01 2013-01-01
10,000 WACHOVIA CAP TR III P 2000-01-01 2013-01-01
101 SHS WELLS FARGO & CO P 2010-12-01 2013-01-01
1,000 JPMORGAN CHASE & CO P 2013-04-16 2013-12-20
37,000 UNITED STATES TREASURY NOTE P 2013-01-01 2013-01-01
RBC CAPITAL MARKETS - S/T COVERED P 2013-01-01 2013-01-01
RBC CAPITAL MARKETS - L/T COVERED P 2000-01-01 2013-01-01
(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 32,152   29,335 2,817
b 61,119   43,642 17,477
c 2,448   1,162 1,286
d 888   423 465
e 1,887   1,597 290
240   186 54
1,355   1,085 270
39,524   35,876 3,648
109,532   85,513 24,019
1,429   607 822
3,333   2,498 835
611   465 146
1,025   732 293
2,170   1,530 640
1,271   1,471 -200
2,975   1,574 1,401
1,177   489 688
2,197   1,986 211
955   2,813 -1,858
2,765   1,669 1,096
5,415   4,730 685
1,404   2,905 -1,501
11,685   9,128 2,557
4,476   5,171 -695
3,580   3,260 320
2,435   2,160 275
3,368   1,713 1,655
4,002   3,553 449
2,011   1,895 116
2,491   2,453 38
5,917   3,990 1,927
5,059   5,004 55
1,731   1,124 607
2,593   1,855 738
4,473   3,280 1,193
2,107   1,665 442
5,334   4,314 1,020
6,532   5,317 1,215
1,366   742 624
2,871   2,163 708
1,652   1,158 494
3,531   2,903 628
2,270   1,173 1,097
514   343 171
2,476   3,816 -1,340
4,293   2,344 1,949
8,270   4,980 3,290
2,224   3,658 -1,434
3,701   1,714 1,987
2,150   676 1,474
4,059   3,996 63
6,941   4,737 2,204
7,879   3,999 3,880
9,112   9,283 -171
4,384   2,772 1,612
902   1,010 -108
36,887   36,896 -9
17,050   16,360 690
26,385   19,999 6,386
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       2,817
b       17,477
c       1,286
d       465
e       290
      54
      270
      3,648
      24,019
      822
      835
      146
      293
      640
      -200
      1,401
      688
      211
      -1,858
      1,096
      685
      -1,501
      2,557
      -695
      320
      275
      1,655
      449
      116
      38
      1,927
      55
      607
      738
      1,193
      442
      1,020
      1,215
      624
      708
      494
      628
      1,097
      171
      -1,340
      1,949
      3,290
      -1,434
      1,987
      1,474
      63
      2,204
      3,880
      -171
      1,612
      -108
      -9
      690
      6,386
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 89,691
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 7,038
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 67,515 955,028 0.07069
2011 45,169 1,001,329 0.04511
2010 17,941 940,124 0.01908
2009 10,241 842,728 0.01215
2008 22,145 1,125,187 0.01968
2 Total of line 1, column (d) ...................... 2 0.16672
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 0.03334
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 997,633
5 Multiply line 4 by line 3....................... 5 33,265
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 645
7 Add lines 5 and 6......................... 7 33,910
8 Enter qualifying distributions from Part XII, line 4.............. 8 72,145
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 1 645
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 645
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 645
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a  
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 2
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 647
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
No
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)
    bulletUT
    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 .Click to see attachment
    8b
     
    No
    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 ofbulletROSS & WORKMAN LLC Telephone no.bullet (801) 254-9781
    Located atbullet1223 WEST CHAVEZ DRIVESOUTH JORDANUT ZIP+4bullet84095
    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
     
    No
    .........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
     
    No
    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
     
    No
    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
     
    No
    .........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
     
    No
    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
    LYNNE RICH Trustee
    3.00     		12,750    
    387 SAN FERNANDO STREET
    SAN DIEGO,CA92106
    DIANA LICHFIELD Trustee
    0.00     		0    
    387 SAN FERNANDO STREET
    SAN DIEGO,CA92106
    SARA ALAIA LICHFIELD Trustee
    2.50     		7,500    
    387 SAN FERNANDO STREET
    SAN DIEGO,CA92106
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    49,882
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    645
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    645
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    49,237
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    49,237
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    49,237
    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 49,237
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 28,209
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 72,145
    a Applied to 2012, but not more than line 2a 28,209
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2013 distributable amount..... 43,936
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2013.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		5,301
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    WORLD WILDLIFE FUND
    PO BOX 97180
    WASHINGTON,DC20090     		NONE EXEMPT global efforts to protect wild animals 1,475
    CHURCH OF JESUS CHRIST OF LDS
    50 EAST NORTH TEMPLE STREET
    SALT LAKE CITY,UT84150     		NONE EXEMPT religious organization united by a commitment to Jesus Christ and his teachings 37,800
    CAPSA
    PO BOX 3617
    LOGAN,UT84323     		NONE EXEMPT to give the children the opportunity to learn new skills in a safe and autism friendly environment 1,000
    WATER FOR PEOPLE
    6666 W QUINCY AVE
    DENVER,CO80235     		NONE EXEMPT to build and maintain reliable safe water systems 2,000
    MEALS ON WHEELS
    2254 San Diego Ave Ste 200
    San Diego,CA92110     		NONE EXEMPT To support the independence and well-being of seniors 500
    Center for Community Solutions
    4508 Mission Bay Drive San Diego
    SAN DIEGO,CA92109     		NONE EXEMPT To end relationship and sexual violence by being a catalyst for caring communities and social justice 2,000
    Father Joe's Villages
    3350 E Street
    San Diego,CA92102     		  EXEMPT to provide homeless services in both San Diego and Riverside Counties 6,250
    MERCY CORPS
    45 sw ankeny st
    PORTLAND,OR97204     		NONE EXEMPT To save and improve lives in the world's toughest places 1,860
    San Diego County Foster Parent
    1089 El Cajon Blvd Ste D
    SAN DIEGO,CA92020     		NONE EXEMPT An organization for Foster Families and a community resource 2,000
    PLHSPA
    1220 ROSECRANS STREET 247
    SAN DIEGO,CA92106     		NONE EXEMPT TO SUPPORT GENERAL ALUMNI FUNDS, SCHOLARSHIPS AND OTHER PROJECTS 500
    ACCION SAN DIEGO
    404 EUCLID AVENUE SUITE 271
    SAN DIEGO,CA92114     		NONE EXEMPT TO CREATE ECONOMIC OPPORTUNITY FOR LOW-TO-MODERATE INCOME BUSINESS OWNERS WHO LACK ACCESS TO TRADITIONAL SOURCES OF CREDIT. 1,000
    WOMEN'S AND CHILDREN'S ALLIANCE
    720 WEST WASHINGTON STREET
    BOISE,ID83702     		NONE EXEMPT TO FOSTER A COMMUNITY WHERE INDIVIDUALS THRIVE IN SAFE, HEALTHY RELATIONSHIPS 2,000
    INTERNATIONAL RELIEF TEAMS
    4560 ALVARADO CANYON ROAD SUITE 2G
    SAN DIEGO,CA92120     		NONE EXEMPT TO ASSIST VICTIMS OF DISASTER, POVERTY AND NEGLECT 2,000
    PALESTINE CHILDREN'S RELIEF FUND
    PO BOX 1926
    KENT,OH44240     		NONE EXEMPT DEDICATED TO HEALING THE WOUNDS OF WAR, OCCUPATION AND POVERTY FOR CHILDREN IN THE MIDDLE EAST 1,000
    CAST
    40 HARVARD MILLS SQUARE SUITE 3
    WAKEFIELD,MA01880     		NONE EXEMPT AN EDUCATIONAL RESEARCH DEVELOPMENT ORGANIZATION THAT WORKS TO EXPAND LEARNING OPPORTUNITIES FOR ALL INDIVIDUALS 1,000
    THE JULIAN CENTER
    2011 N MERIDIAN STREET
    INDIANAPOLIS,IN46202     		NONE EXEMPT TO PERMANENTLY END THE GENERATIONAL CYCLE OF DOMESTIC VIOLENCE FOR THE FAMILIES SERVED 1,000
    LINCOLN ACRES SCHOOL PTO
    2200 LANOITAN AVENUE
    NATIONAL CITY,CA91950     		NONE EXEMPT TO INSPIRE ALL STUDENTS TO EXPLORE LIFE'S POSSIBILITIES BY PROVIDING THE BUILDING BLOCKS FOR ACADEMIC ACHIEVEMENT AND CHARACTER DEVELOPMENT 1,060
    MANO A MANO INTERNATIONAL
    925 PIERCE BUTLER ROAD
    SAINT PAUL,MN55104     		NONE EXEMPT TO CREATE PARTNERSHIPS WITH IMPOVERISHED BOLIVIAN COMMUNITIES THAT IMPROVE HEALTH AND INCREASE ECONOMIC WELL-BEING 1,000
    SAN DIEGO RESCUE MISSION
    PO BOX 80427
    SAN DIEGO,CA92138     		NONE EXEMPT homeless shelter and recovery center serving thousands of homeless, hungry, and poor men, women, and children in San Diego 200
    THE WOMEN'S CENTER
    1025 VERMONT AVENUE NW SUITE 310
    WASHINGTON,DC20005     		NONE EXEMPT to improve significantly the psychological, career, financial and legal well being of women, men, couples and families, regardless of their ability to pay 1,000
    CHRISTIAN BLIND MISSION
    450 E PARK AVENUE
    GREENVILLE,SC29601     		NONE EXEMPT to remove the barriers that marginalize people with disabilities in the most disadvantaged societies in the world 1,000
    WOMEN'S LEARNING PARTNERSHIP
    4343 MONTGOMERY AVENUE SUITE 201
    BETHESDA,MD20814     		NONE EXEMPT is an international non-profit, non-governmental organization that is dedicated to women's leadership and empowerment 1,000
    KIDS
    266 WEST 37TH STREET 22ND FLOOR
    NEW YORK,NY10018     		NONE EXEMPT A Caring response to one child in the crisis of poverty, with a donation of one new piece of clothing, a pair of shoes, a toy or book of their own 500
    ESCONDIDO HUMANE SOCIETY
    3450 EAST VALLEY PARKWAY
    ESCONDIDO,CA92027     		NONE EXEMPT committed to providing excellent service to THE community, especially TO animals 500
    ADOPT A NATIVE ELDER PROGRAM
    PO BOX 3401
    PARK CITY,UT84060     		NONE EXEMPT to create a Bridge of Hope between Native Americans and other cultures 500
    KAKENYA'S CENTER FOR EXCELLENCE
    2100 PENNSYLVANIA AVE NW STE 525
    WASHINGTON,DC20037     		NONE EXEMPT focused on serving the most vulnerable and underprivileged girls in Kenya 2,000
    Total .................................bullet 3a 72,145
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 3,821  
    4 Dividends and interest from securities....     14 14,813  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 89,691  
    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)..   108,325  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13108,325
    (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: 13000170
    Software Version: 2013v3.1


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 AccountingFeesSchedule
    Name:
    ESSE QUAM VIDERI FOUNDATION
    EIN: 87-0570969
    Software ID:13000170
    Software Version:2013v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 4,305 4,305 0 0

    TY 2013 ExplnOfNonFilingWithAGStmt
    Name:
    ESSE QUAM VIDERI FOUNDATION
    EIN: 87-0570969
    Software ID:13000170
    Software Version:2013v3.1
    Statement:
    THE UTAH ATTORNEY GENERAL DOES NOT REQUIRE THAT A COPY OF FORM 990-PF BE FILED WITH THE STATE.

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    ESSE QUAM VIDERI FOUNDATION
    EIN: 87-0570969
    Software ID:13000170
    Software Version:2013v3.1
    Name of Bond End of Year Book Value End of Year Fair Market Value
    98 SHS ALLSTATE CORP 2,488 2,363
    149 SHS ISHARES IBOXX$ INVESTMENT 16,578 17,014
    102 SHS US BANCORP DEL 2,697 2,683
    5,000 AMERICAN INTL GROUP 4,964 5,492
    7,000 GENERAL ELEC CO 7,380 7,923
    7,000 DELPHI CORP SR NT 7,400 7,402
    6,000 CNA FINL CORP 6,478 7,273
    7,000 GOLDMAN SACHS GROUP INC 7,040 7,880
    10,000 MOTOROLA INC 11,026 11,864
    8,000 JPMORGAN CHASE & CO PERPETUAL BDS 7,965 7,180

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    ESSE QUAM VIDERI FOUNDATION
    EIN: 87-0570969
    Software ID:13000170
    Software Version:2013v3.1
    Name of Stock End of Year Book Value End of Year Fair Market Value
    21 SHS AMAZON.COM INC 5,235 8,375
    19 SHS BLACKROCK INC 3,157 6,013
    64 SHS BOEING CO 4,659 8,735
    122 SHS BORG WARNER AUTOMOTIVE INC 4,041 6,821
    449 SHS CALPINE CORPORATION 9,404 8,760
    332 SHS DENBURY RESOURCES INC NEW 5,465 5,455
    220 SHS EBAY INC 9,092 12,070
    137 SHS EXPRESS SCRIPTS HOLDING CO 7,444 9,623
    174 SHS GENERAL MOTORS COMPANY 6,672 7,111
    82 SHS IHS INC CL A 8,474 9,815
    110 SHS INTUIT INC 7,353 8,395
    66 SHS ITC HOLDINGS CORP 3,323 6,324
    64 SHS JB HUNT TRANSPORT SVCS INC 3,208 4,947
    138 SHS JPMORGAN CHASE & CO 7,219 8,070
    73 SHS MONSANTO CO 5,832 8,508
    222 SHS OGE ENERGY CORP 6,058 7,526
    45 SHS PIONEER NATURAL RESOURCES CO 5,621 8,284
    193 SHS QEP RESOURCES INC 5,665 5,916
    99 SHS RANGE RESOURCES CORP 7,809 8,348
    51 SHS UNION PACIFIC CORP 6,399 8,568
    79 SHS UNITED RENTALS INC 3,991 6,159
    98 SHS VERISK ANALYTICS INC CL A 2,765 6,441
    151 SHS INVESCO LTD 5,353 5,496
    198 SHS NIELSEN HOLDINGS NV US LISTED 5,858 9,086
    201 SHS TEEKAY CORP MARSHALL ISLAND 4,647 9,650
    141 SHS ABBOTT LABORATORIES 4,935 5,405
    50 SHS ADVANCE AUTO PARTS INC 3,992 5,534
    111 SHS AMERICAN INTL GROUP INC 3,917 5,667
    5 SHS APPLE INC 2,617 2,805
    137 SHS AT & T INC 4,962 4,817
    451 SHS BANK OF AMERICA CORP 4,279 7,022
    50 SHS BECTON DICKINSON & CO 5,524 5,525
    29 SHS BOEING CO 2,297 3,958
    84 SHS CAPITAL ONE FINANCIAL CORP 4,542 6,435
    54 SHS CHEVRON CORPORATION 4,909 6,745
    169 SHS CISCO SYSTEMS INC 3,385 3,791
    116 SHS CIT GROUP INC COM 4,223 6,047
    78 SHS COLGATE PALMOLIVE CO 4,473 5,086
    113 SHS COMCAST CORP CL A 2,119 5,872
    14 SHS EOG RES INC 2,540 2,350
    35 SHS EQT CORPORATION 1,671 3,142
    83 SHS EQUIFAX INC 4,671 5,734
    78 SHS EXPRESS SCRIPTS HOLDING CO 4,815 5,479
    53 SHS EXXON MOBIL CORP 4,607 5,364
    30 SHS FEDEX CORP 3,946 4,313
    45 SHS GENERAL DYNAMICS CORP 3,323 4,300
    75 SHS GENERAL MILLS INC 2,912 3,743
    158 SHS HARTFORD FINANCIAL SVCS GROUP 3,717 5,724
    75 SHS HONEYWELL INTL INC 4,650 6,853
    48 SHS IAC/INTERACTIVE CORP 2,623 3,295
    85 SHS JOHNSON & JOHNSON 6,580 7,785
    137 SHS JPMORGAN CHASE & CO 5,751 8,012
    66 SHS MCCORMICK & CO INC NON-VOTING 4,636 4,549
    63 SHS METLIFE INC 2,630 3,397
    33 SHS MSC INDUSTRIAL DIRECT CO INC 2,592 2,669
    61 SHS NEXTERA ENERGY INC 4,691 5,223
    58 SHS OCCIDENTAL PETE CORP 4,461 5,516
    61 SHS PEPSICO INC 3,725 5,059
    20 SHS POLARIS INDUSTRIES INC 1,942 2,913
    71 SHS QUALCOMM INC 4,642 5,272
    26 SHS ROCK-TENN CO-CL A 2,299 2,730
    59 SHS SIGMA-ALDRICH CORP 4,961 5,547
    127 SHS TARGET CORP 8,036 8,035
    81 SHS TIME WARNER INC 3,709 5,647
    36 SHS UNION PACIFIC CORP 3,488 6,048
    61 SHS UNITED TECHNOLOGIES CORP 5,920 6,942
    68 SHS US BANCORP DEL COM 2,457 2,747
    64 SHS VIACOM INC CL B 3,723 5,590
    123 SHS WELLS FARGO & CO 3,599 5,584
    61 SHS WESO INTL INC 4,833 5,555
    61 SHS ACCENTURE PLC IRELAND SHS CL A 4,763 5,015
    54 SHS ACE LIMITED 3,503 5,591
    138 SHS AMDOCS LIMITED 5,067 5,691
    79 SHS COVIDIEN PLC 3,426 5,380
    62 SHS GARMIN LTD 2,454 2,864
    104 SHS GLAXOSMITHKLINE PLC SPONS ADR 5,509 5,552
    33 SHS NOVARTIS AG AMERICAN 1,834 2,652
    32 SHS SCHLUMBERGER LTD 2,462 2,884
    48 SHS VENTAS INC 3,661 2,749
    249 SHS AMERICAN INTL GROUP INC 8,062 12,711
    123 SHS APACHE CORP 11,093 10,571
    165 SHS APPLIED MATERIALS INC 1,866 2,917
    247 SHS AVON PRODUCTS INC 4,356 4,253
    79 SHS BAKER HUGHES INC 3,758 4,366
    293 SHS CA INC 6,918 9,859
    68 SHS CAPITAL ONE FINANCIAL CORP 3,815 5,209
    287 SHS CENTURYLINK INC 9,822 9,141
    235 SHS CISCO SYSTEMS INC 3,884 5,271
    243 SHS CITIGROUP INC COM 9,312 12,663
    97 SHS CVS CAREMARK CORP 3,164 6,942
    288 SHS GENERAL MOTORS COMPANY 8,058 11,771
    35 SHS GOLDMAN SACHS GROUP INC 4,923 6,204
    379 SHS HARTFORD FINANCIAL SVCS GROUP 6,783 13,731
    75 SHS INTERPUBLIC GROUP OF COS INC 1,278 1,328
    132 SHS JPMORGAN CHASE & CO 5,356 7,719
    134 SHS LOEWS CORPORATION 5,069 6,464
    158 SHS METLIFE INC 6,132 8,519
    330 SHS MICROSOFT CORP 7,720 12,345
    48 SHS MOSAIC COMPANY 2,609 2,269
    134 SHS NRG ENERGY INC 2,586 3,848
    49 SHS OCCIDENTAL PETE CORP 4,110 4,660
    188 SHS ORACLE CORP 6,228 7,193
    97 SHS PACCAR INC 3,409 5,739
    375 SHS PFIZER INC 6,463 11,486
    39 SHS PHILIP MORRIS INTL INC 2,230 3,398
    20 SHS PHILLIPS 66 COM 1,393 1,543
    51 SHS RAYTHEON CO COM 2,130 4,626
    111 SHS TIME WARNER INC 3,443 7,739
    33 SHS UNION PACIFIC CORP 1,954 5,544
    266 SHS UNUM GROUP 5,655 9,331
    96 SHS VALERO ENERGY CORP NEW 3,873 4,838
    90 SHS VIACOM INC CL B 3,460 7,861
    169 SHS WELLS FARGO & CO 4,806 7,673
    37 SHS AGRIUM INC 3,298 3,385
    320 SHS ANGLOGOLD ASHANTI LTD 14,442 3,750
    122 SHS AON PLC SHS CL A 5,988 10,235
    196 SHS BARRICK GOLD CORP 8,911 3,455
    320 SHS CANADIAN NATURAL RESOURCES 10,844 10,829
    67 SHS INGERSOLL RAND PLC 1,526 4,127
    160 SHS METRO AG ORD DEM 5 UNSPONS ADR 1,227 1,552
    162 SHS NORWEGIAN CRUISE LINE HLDGS 5,437 5,746
    177 SHS SANOFI SPONS ADR 5,805 9,493
    968 SHS TALISMAN ENERGY INC 14,611 11,277
    228 SHS TEVA PHARMACEUTICAL IND 10,126 9,138

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    ESSE QUAM VIDERI FOUNDATION
    EIN: 87-0570969
    Software ID:13000170
    Software Version:2013v3.1
    US Government Securities - End of Year Book Value:

    91,578
    US Government Securities - End of Year Fair Market Value:

    91,885
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2013 InvestmentsOtherSchedule2
    Name:
    ESSE QUAM VIDERI FOUNDATION
    EIN: 87-0570969
    Software ID:13000170
    Software Version:2013v3.1
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    142 SHS AMERICAN TOWER CORP REIT AT COST 7,330 11,335

    TY 2013 OtherExpensesSchedule
    Name:
    ESSE QUAM VIDERI FOUNDATION
    EIN: 87-0570969
    Software ID:13000170
    Software Version:2013v3.1
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 18,874 18,874    
    IRS PENALTY 260      
    PRINT CHECKS 16 16    


    TY 2013 TaxesSchedule
    Name:
    ESSE QUAM VIDERI FOUNDATION
    EIN: 87-0570969
    Software ID:13000170
    Software Version:2013v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 68 68    
    FOREIGN TAXES 239 239    
    FOREIGN TAXES 32 32    
    FOREIGN TAXES 57 57